Fifth Third Asset Management
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Fifth Third Asset Management Employees
Bahl & Gaynor Investment Counsel October 2014 - Present
U.S. Bank August 2007 - October 2014
U.S. Bank August 2007 - 2011
Fifth Third Asset Management October 1994 - August 2007
Skills
Portfolio Management, Wealth Management, Investment Management, Investments, Asset Management, Investment Strategies, Asset Allocation, Equities, Finance, High Net Worth..., Mutual Funds, Hedge Funds, Equity Research, Asset Managment, Bloomberg, Retirement Planning, Wealth Management..., Banking, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Income, Securities, Series 7
Education
Emory University - Goizueta Business School 1986 — 1988
MBA, Finance
Centre College 1979 — 1983
B.S., Chemistry
Foundry Partners, LLC January 2014 - Present
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management February 2003 - January 2013
Victory Capital Management July 1999 - February 2003
Manning & Napier Advisors February 1994 - February 1999
Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
BA, Economics
ClearArc Capital, Inc. December 2013 - Present
Fifth Third Asset Management July 1999 - December 2013
APAM, Inc 1996 - 1999
Skills
Fixed Income, MBS, Structured Finance, Structured Products, Credit, Portfolio Management, ABS, CMBS, Investment Management, Bonds, Strategy, Alternative Investments, Asset Allocation, Asset Management, Bloomberg
Education
Chartered Financial Analyst
CFA
Georgia Institute of Technology 1983 — 1987
BS, Industrial Management
The Christ Hospital Health Network May 2013 - Present
Fifth Third Asset Management October 2012 - May 2013
North Star Academy Charter School November 2011 - March 2012
Union County College April 2009 - April 2011
Scott Reprographics, LLC May 2008 - April 2009
Girls Educational and Mentoring Services August 2002 - February 2008
Skills
Public Speaking, Microsoft Office, Office Management, Social Networking, Community Engagement, Human Resources, Final Cut Pro, Adobe Creative Suite, Crisis Management, Team Building, Creative Writing, Volunteering, Youth Mentoring, Website Development, Research, Secretarial Skills, Heavy Calendaring, Internal Audit, Program Development, Fundraising, Student Recruiting, Workshop Facilitation, Office Administration, Confidentiality, Bidding Process, Microsoft Excel, Coaching, Organization
Education
Marie Smith Urban Street Academy 2003 — 2003
General Equivalency Diploma, Basis Business Management
Union County College
Social Science /Criminal Justice
Midwood Financial Services, Inc. September 2013 - Present
Hartford Mutual Funds December 2012 - May 2013
Fifth Third Asset Management April 2002 - May 2012
Fifth Third Asset Management April 2002 - June 2005
John Hancock Life Insurance Company (U.S.A.) September 1998 - March 2002
Skills
Asset Allocation, Portfolio Management, Investment Management, Series 7, Series 24, Series 6, Series 63, Series 65, Life & Health Insurance..., Investments, Separately Managed..., Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement, Building Relationships, Alternative Investments, Wealth Management, Financial Advisory, Life Insurance, Insurance, Investment Advisory, 401k, Investment Strategies, Asset Management, Financial Services, FINRA, Relationship Management, Securities, Pensions, IRAs, ETFs, Wealth Management..., Fixed Income, Strategic Financial..., Uniform Combined State..., Hedge Funds, Selling, Wealth, Bonds, Financial Planners
Education
College for Financial Planning
Certified Financial Planner, CFP(R)
Fitchburg State College
BS, Business Admin. - Marketing
Massachusetts College of Art and Design
BFA, Fine Arts
Omni Hotels & Resorts February 2015 - Present
American Airlines November 2012 - February 2015
Hilton Worldwide May 2011 - October 2012
Fannie Mae March 2010 - May 2011
Cincinnati Bell January 2009 - September 2009
Duke Realty Corporation June 2007 - December 2008
Fifth Third Asset Management June 2006 - September 2006
Skills
Cross-functional Team..., Strategy, Analysis, Market Planning, Negotiation, Data Analysis, Vendor Management, Business Analysis, Marketing Research, Analytics, Building Relationships, Contract Negotiation, Relationship Management
Education
University of Cincinnati 2004 — 2008
BBA, Marketing
Cinfed Credit Union February 2013 - Present
Caracole, Inc. January 2013 - Present
Caracole 2012 - Present
Fifth Third Asset Management September 2007 - November 2012
Fifth Third Bank October 2001 - September 2007
Deloitte & Touche June 1999 - October 2001
The Midland Company 1995 - 1996
Skills
Series 7, Financial Reporting, Auditing, SEC reporting, Audit, Compliance, Internal Controls, Investments, Securities, Accounting, Financial Analysis, Budgeting, Mutual Funds, Excel, Capital Markets, SOX, Derivatives, Microsoft Office, Process Improvement, Business Analysis, Finance, Internal Audit, GAAP, Analysis, Banking, External Audit, Financial Accounting, Valuation, Account Reconciliation, SEC filings, Bloomberg, Microsoft Excel, Portfolio Management, Sarbanes-Oxley Act, Treasury Management, Treasury, Strategic Financial..., Financial Statements, Budgets
Education
Northern Kentucky University 1990 — 1996
Bachelor of Science, Accounting
ClearArc Capital July 2015 - Present
Fifth Third Bank January 2014 - July 2015
Fifth Third Asset Management June 2013 - September 2013
Northwestern Mutual June 2012 - September 2012
UPS December 2010 - December 2011
Skills
Licensed to Sell..., Microsoft Excel, Microsoft Office, Microsoft Word, SAS, Financial Analysis, Investments, Finance, PowerPoint, Time Management
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Abbot Downing November 2012 - Present
Fifth Third Asset Management 2003 - 2012
Paladin Investment Associates 2000 - 2003
Investment Advisers Inc 1996 - 2000
Sunkist Growers 1991 - 1996
Skills
Stock Market, Portfolio Management, Equity Research, Financial Analysis, Corporate Finance, Treasury Management, Investments, Investment Strategies, Banking, Equities, Financial Modeling, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, Asset Management, Hedge Funds
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA), Finance
University of Southern California 1976 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Santana High School
Buckhead Asset Management September 2008 - Present
Evergreen Investments / Wachovia 2001 - 2008
Bank of America Investment Management 1998 - 2001
Fifth Third Asset Management 1994 - 1998
Education
CFA - Chartered Financial Analyst
University of Notre Dame
Master of Business Administration (MBA), Finance Concentration, 3.42
Boston College
Bachelor of Science (BS), Finance, 3.35
Bahl & Gaynor Investment Counsel August 2012 - Present
Fifth Third Asset Management January 2010 - August 2012
J.P. Morgan February 2009 - December 2009
J.P. Morgan June 2006 - February 2009
Skills
Axys, Charles River IMS, Qube, REX, Bloomberg Terminal, Advent, Omgeo Oasys
Education
University of Cincinnati 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Fahlgren Mortine August 2013 - Present
Fahlgren Mortine May 2012 - July 2013
Fahlgren Mortine January 2012 - April 2012
University of Dayton August 2011 - April 2012
Fahlgren Mortine May 2011 - August 2011
Fifth Third Asset Management May 2010 - August 2010
Skills
AP Style, Press Releases, Cision, New Business Research, Event Planning, Social Media Monitoring, Media Relations, Reporting & Analysis, Critical Mention
Education
University of Dayton 2008 — 2012
Public Relations, Marketing
ClearArc Capital, Inc. June 2014 - Present
Fifth Third Asset Management June 2013 - June 2014
Ohio University Center for International Studies September 2012 - May 2013
Campus Involvement Center, Ohio University October 2009 - May 2013
Ohio South Youth Soccer June 2009 - December 2012
Skills
Microsoft Excel, PowerPoint, Oracle E-Business Suite, French, Leadership, Finance, Administration, Public Speaking, Teamwork, Research
Education
Ohio University 2008 — 2013
B.B.A., Finance & B.B.A., International Business, GPA: 3.7 & 3.8 respectively
Ohio University 2008 — 2013
Major Certificate, French
Fort Washington Investment Advisors October 2012 - Present
Fifth Third Asset Management April 2004 - September 2012
Fifth Third Asset Management April 2002 - March 2004
Fifth Third Bank June 1998 - April 2002
Prudential Financial May 1997 - June 1998
Skills
Investments, Alternative Investments, Mutual Funds, CAIA, Bloomberg, CIMA, Investment Management, Finance, Asset Management, Strategy, Portfolio Management, Wealth Management, Equities, Series 7, Series 65, Investment Strategies, Separately Managed..., Retirement Planning, Financial Services, Management, Analysis, Series 63, Due Diligence, Series 6, Competitive Analysis, Asset Allocation, Investment Manager..., eVestment Alliance, Zephyr StyleADVISOR and..., Morningstar Direct,..., MS Office applications..., FactSet, Charles River...
Education
Xavier University 2000 — 2002
MBA, Finance
Ohio University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Ohio University 1992 — 1997
Bachelor of Science (B.S.), Communcation
Protective Life September 2012 - Present
Kentucky Army National Guard March 1989 - Present
Fifth Third Asset Management February 2011 - August 2012
PNC Investments April 2007 - February 2011
MetLife April 2003 - May 2007
Skills
Series 7, Life & Health OH, KY, Series 66, Mutual Funds, Fixed Annuities, Asset Allocation, Separately Managed..., Financial Advisory, Series 63, Retirement Planning
Education
Lewis County High School
University of Kentucky
ClearArc Capital (formerly Fifth Third Asset Management) January 1999 - Present
Fifth Third Asset Management 1999 - 2011
Skills
Trading Systems, Investments, Asset Managment, Portfolio Management, Fixed Income, Equities, Bloomberg, Securities, Alternative Investments, Mutual Funds, Trading, Series 7, Asset Allocation, Series 63, Equity Trading, Investment Management, Team Leadership, Asset Management, Options, Leadership Development..., Leadership Development
Education
University of Cincinnati
Fund Evaluation Group, LLC October 2014 - Present
Fund Evaluation Group March 2008 - September 2014
Fifth Third Asset Management March 2005 - March 2008
Fidelity Investments September 2000 - February 2005
Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income
Education
Xavier University
In Progress, MBA-Finance
University of Cincinnati College of Business 1995 — 2000
BS, Finance and International Business
The Summit Country Day School
Grace Legacy Capital May 2014 - Present
Indiana Perinatal Network 2010 - 2015
Wells Fargo Advisors, LLC April 2009 - April 2014
United Methodist Foundation of Indiana 2011 - 2013
The Villages 2010 - 2012
JPMorgan Asset Management August 2005 - April 2009
Fifth Third Asset Management December 2000 - May 2005
Skills
CIMA, CFP®, Level II CFA Candidate, Retirement Planning, Alternative Investments, Strategic Financial..., Investments, Investment Management, Asset Management, Risk Management, Chartered Financial..., Institutional..., Series 63, Asset Allocation, Asset Managment, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Finance, Portfolio Management, Strategic Planning, Management, Financial Planning
Education
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Finance, General
Indiana University - Kelley School of Business 2003 — 2007
Master of Science (MS), Business Administration and Management, General
Macalester College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
ClearArc Capital (formerly Fifth Third Asset Management) January 2010 - Present
Fifth Third Asset Management January 2004 - January 2010
Fifth Third Asset Management December 2002 - December 2004
Fifth Third Asset Management November 2000 - November 2002
Skills
Business Development, Investments, Asset Management, Relationship Management, Corporate Finance
Education
Xavier University, Williams School of Business 2002 — 2004
MBA, Finance
Furman University 1996 — 2000
BA, Business
MetLife September 2015 - Present
MetLife June 2007 - August 2015
Fifth Third Asset Management January 2006 - June 2007
Skills
Disability Insurance, Insurance, Accident Insurance, Life Insurance, Employee Benefits, Property, Term Life Insurance, Claim, Brokers, Claims Management, Critical Illness, Dentistry, General Insurance, Health Insurance
Education
Duquesne University
Humana April 2015 - Present
Fifth Third Bank (ClearArc Capital, formerly FTAM/Fifth Third Asset Management) April 2013 - April 2015
Fifth Third Asset Management August 2011 - April 2013
Fifth Third Asset Management October 2010 - August 2011
UBS May 2008 - November 2010
GE Money May 2007 - August 2007
Skills
Marketing, Microsoft Office, Marketing Strategy, Advertising, Sales, Strategic Planning, Database Admin, Project Management, Internal Communications, Business Correspondence, Adobe Creative Suite, Editing, Customer Service, Finance, Marketing & Branding..., Event Planning &..., Database Management, Market Research /..., Presentation Creation, TV, Print, Digital &..., Six Sigma-White Belt, Microsoft Office Suite, Marketing Material..., SQL
Education
Miami University 2004 — 2008
B.A., Organizational Speech Communications
Fund Evaluation Group May 2014 - Present
MRM Capital February 2013 - May 2013
Taft Museum of Art September 2012 - December 2012
Johnson Investment Counsel June 2012 - August 2012
Fifth Third Asset Management January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Investments, Teamwork, Portfolio Management, Customer Service, CRM, Morningstar, Coates Analytics, Bloomberg Terminal
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (B.A.), Art History
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
First State Investments October 2013 - Present
Fifth Third Asset Management May 2013 - October 2013
Deutsche Bank, Deutsche Investment Management Americas, Inc. 2007 - 2012
INVESCO Worldwide Fixed Income 2002 - 2007
INVESCO Worldwide Fixed Income 1998 - 2002
Skills
Fixed Income, Investments, Bloomberg, Asset Managment, Hedge Funds, Portfolio Management, Emerging Markets, Financial Modeling, Credit Derivatives, Quantitative Analytics, Quantitative Models, Investment Selection, Investment Strategies, Asset Allocation, Economic Modeling, Fundamental Analysis, Macro Analysis, Currency, Risk Management, Asset Management, ETFs, Electronic Trading, Macroeconomics, Investment Management, Bonds, Derivatives, Securities, Trading, Alternative Investments, Options, Valuation, Institutional..., Financial Markets, Financial Risk, Structured Products, High Yield, CDS, Bloomberg Terminal, Performance Attribution, Finance, Credit, Capital Markets, Equities, Equity Research, Financial Structuring, Economics, Commodity, Mutual Funds
Education
University of Richmond 1989 — 1993
Bachelor of Science in Business Administration, Finance Concentration
ALPS, A DST Company 2013 - Present
Fifth Third Asset Management September 2001 - October 2012
BISYS Fund Services 1995 - 2001
Walmart 1993 - 1995
Skills
Mutual Funds, Asset Managment, Risk Management, Financial Services, Change Management, Cross-functional Team..., Business Relationship..., Third Party Vendor..., Fund Accounting, Fund Administration, Shareholder Services, Project Management, Acquisition Integration, Contract Negotiation, Resource Management, Transfer Agency, Operations Management, FINRA Series 6, 26, 63..., Product Management, Management, Leadership, Shareholder, Analysis, Relationship Management, Asset Management, Series 63, Business Strategy, Series 24, Separately Managed..., Investment Management, Series 6, Retirement Planning, Bonds, Financial Analysis
Education
Ohio University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Health Care Management
Northeastern University 1988 — 1988
Bishop Rosecrans
Renaissance Investment Management March 2008 - Present
Fifth Third Asset Management May 2001 - March 2008
Education
Indiana University Bloomington
Bachelor of Arts, Economics
Zacks Investment Management January 2009 - Present
Fisher Investments July 2007 - December 2008
Fifth Third Asset Management February 2000 - June 2007
BISYS Fund Services June 1998 - January 2000
BISYS Fund Services July 1997 - January 2000
Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24
Education
Penn State University 1985 — 1989
BS, Accounting: Finance, Economics emphasis
Penn State University
Bachelor's of science degree, Accounting and Finance
RiverPoint Capital Management 2008 - Present
Fifth Third Asset Management 2005 - 2008
Fifth Third Bank 2004 - 2005
Commerce Bank 1992 - 2002
Skills
Investment Management, Portfolio Management, Strategic Planning, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Asset Managment, Valuation, Accounting, Corporate Finance, Risk Management, Due Diligence, Banking, Private Equity
Education
Washington University in St. Louis - Olin Business School 1988 — 1992
BSBA, Business, Japanese
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance
PricewaterhouseCoopers 2010 - Present
Portus Advisors, LLC 2008 - 2010
National City Bank 2007 - 2008
BlackRock 2005 - 2007
Fifth Third Asset Management 1996 - 2005
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Family Office, Talent Development, Risk Management, Asset Allocation, Trading, Equities, Ultra High Net Worth, Alternative Investments, Fixed Income, Private Banking, Sovereign Wealth Funds
Education
Indiana University - Kelley School of Business
MBA
Ohio Wesleyan University
BA
Chesme Capital Management June 2007 - Present
Ziegler Financial Services (formerly Burnham Sullivan) March 2005 - February 2006
Fifth Third Asset Management November 2001 - June 2004
JPMorgan Chase July 1964 - November 2001
Skills
Investment Management, Financial Advisory, Pensions, Relationship Management, New Business Development, Institutional..., Negotiation, Sales, Portfolio Management
Education
Davenport University
Grand Rapids Community College
4086 Advisors February 2013 - Present
Fifth Third Asset Management December 2011 - February 2013
WHM Capital Advisors November 2010 - November 2011
Fifth Third Asset Management May 2011 - September 2011
Fifth Third Asset Management June 2008 - August 2008
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, VBA, SAS, Morningstar, Trading, Portfolio Management, Asset Allocation, Fixed Income, C++, Investments, MarketAxess, Charles River IMS, Adobe Acrobat, German, Axys, Hedge Funds, Finance, Financial Analysis, Mutual Funds, Excel VBA, Factset, Bloomberg Launchpad, Bloomberg API, Advent Axys, Advent Moxy, HTML/XML, Morningstar Principia, Private Equity
Education
CFA Institute 2011 — 2013
University of South Carolina - Darla Moore School of Business 2008 — 2011
BS, Investment Finance
University of Wisconsin-Madison 2007 — 2008
Ridley College 2003 — 2007
Fifth Third Bank 2012 - Present
Fifth Third Bank 2008 - 2011
Fifth Third Asset Management 2005 - 2007
Fifth Third Bank 2001 - 2004
Deloitte 1992 - 1998
Skills
Banking, Financial Analysis, Wealth Management, Private Wealth..., Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Securities, Asset Managment, Investment Management, Financial Modeling, Asset Allocation, 401k, Investment Advisory, Risk Management, Wealth Management..., Asset Management, Financial Services, Finance, Relationship Management, Strategy, Financial Planning, Retirement Planning
Education
Miami University 1988 — 1992
BS, Accountancy
Miami University 1988 — 1992
Bachelor's degree, Accounting
American Century Investments August 2014 - Present
The London Company May 2013 - August 2014
American Century Investments May 2012 - August 2012
Hilliard Lyons Capital Management, LLC March 2009 - April 2011
Fifth Third Asset Management January 2008 - March 2009
Fifth Third Asset Management May 2007 - August 2007
Education
University of Wisconsin-Madison, Wisconsin School of Business 2011 — 2013
Master of Business Administration Candidate, Applied Security Analysis Program (ASAP)
CFA Institute 2007 — 2009
CFA Charterholder
University of Dayton 2003 — 2007
Bachelor of Science in Business Administration, Finance & Accounting
First Kentucky Trust March 2015 - Present
Fifth Third Bank July 2010 - February 2015
Merrill Lynch February 2006 - October 2008
Fifth Third Bank March 2004 - February 2006
Fifth Third Asset Management July 2001 - March 2004
Skills
Portfolio Management, Investment Portfolio, Investment Strategies, Client-oriented, Asset Allocation, Wealth Management, Alternative Investment..., Equity Research, Securities, Trading, Financial Modeling, Investment Management, Finance, Mutual Funds, Analysis, Investment Advisory, Strategy, Relationship Management, Equities, Financial Analysis, Alternative Investments
Education
University of Kentucky 1997 — 2001
Bachelors of Science, Finance, Business
University of Kentucky 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Segal Rogerscasey May 2008 - Present
Fifth Third Asset Management May 2005 - May 2008
Ameriprise Financial Services, Inc. October 2003 - May 2005
Education
Xavier University - Williams College of Business 2005 — 2007
MBA, International Business
Miami University 1999 — 2003
Bachelor of Science, Finance
TIAA-CREF October 2013 - Present
TIAA-CREF July 2012 - Present
PAICR January 2014 - Present
Fifth Third Asset Management November 2006 - July 2012
Fifth Third Asset Management, Inc. August 2001 - November 2006
Fifth Third Bank July 1999 - August 2001
Fidelity Investments March 1998 - July 1999
Skills
Spanish, Series 7, RFP, Proposal Writing, Sales Support, Institutional, Client Service, Excel, Financial Services, Mutual Funds, Microsoft Excel, Sales Operations, Series 63, Investment Management, Investments, Fixed Income, Investment Strategies, Asset Management, Equities, Alternative Investments, Banking, 401k, Management, Marketing
Education
Northern Kentucky University 1993 — 1997
BA, Spanish, Marketing
Fifth Third Bank February 2013 - Present
Fifth Third Bank October 2012 - February 2013
Fifth Third Asset Management September 2009 - September 2012
Fifth Third Asset Management March 2006 - September 2009
Fifth Third Bancorp November 2004 - March 2006
Skills
Strategic Planning, Treasury, Treasury Management, Project Management, Software Project..., Business Analysis, Vendor Relationships, Third Party Vendor..., Microsoft Excel, Microsoft Word, Microsoft Office, MS Project, Management, Leadership, Process Improvement
Education
Thomas More College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mercy Health (formerly Catholic Health Partners) 2004 - Present
Seasongood Asset Management 2000 - 2004
Fifth Third Asset Management 1993 - 2000
Fidelity Investments 1989 - 1993
Skills
Portfolio Management, Asset Allocation, Pensions, Asset Management, Due Diligence, Investments, Private Equity, Institutional, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Hedging, Investment Advisory, Trading, 401k, Asset Managment, Retirement
Education
Xavier University - School of Business Administration 1992 — 1994
MBA, Finance
Miami University 1985 — 1989
Bachelor of Science (BS), Finance
First Financial Bank September 2011 - Present
Fifth Third Bank February 2010 - September 2011
Fifth Third Asset Management July 2005 - February 2010
PNC Bank September 2004 - July 2005
Skills
Commercial Banking, Banking, Mutual Funds, Marketing Strategy, Investment Advisory, Human Resources, Wealth Management, Marketing, Portfolio Management, Investments
Education
Saint Louis University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Human Resources & Marketing
Peoria Notre Dame Highschool 1996 — 2000
Hill-Rom May 2013 - Present
Hill-Rom January 2011 - May 2013
The Everest Group May 2008 - January 2011
fifth third asset management April 2006 - May 2008
Skills
Sales Operations, Medical Devices, Capital Equipment, Market Development, Strategic Planning, Budgets, Contract Negotiation, Negotiation, Business Strategy, Business Planning, Healthcare, Salesforce.com, Competitive Analysis, Account Management, New Business Development, Cold Calling, Strategy, Selling, Business Development, Product Launch, Sales Presentations, Sales Management, Sales Process, Hospitals, Product Development, Leadership, Forecasting, Team Building
Education
Louisiana State University, E.J. Ourso College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University Fisher College of Business 2001 — 2006
BSBA, Finance and Accounting
St. Xavier High School 1997 — 2001
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nan Adams Consulting February 2011 - Present
Fifth Third Asset Management 2005 - 2007
The Bank of New York 2003 - 2005
Dreyfus Investments February 1999 - December 2002
PaineWebber 1989 - 1999
Thomson McKinnon 1984 - 1988
ContiCommodity 1979 - 1984
Skills
Lean Six Sigma Yellow..., Training, Mutual Funds, Wealth Management, Asset Managment, Financial Services, Alternative Investments, Relationship Management, Strategic Planning, Marketing, Marketing Communications, Asset Allocation, Product Marketing, Investments, Asset Management, Leadership, New Business Development, Six Sigma, Marketing Strategy, Program Management, Project Management, Sales, Management
Education
Pace University 1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications
The Mary Louis Academy 1975 — 1979
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management January 2009 - January 2013
Fifth Third Asset Management April 2007 - December 2008
Fifth Third Asset Management July 2005 - March 2007
National City Corporation 2000 - 2005
National City Asset Management Group 1995 - 1999
KeyBank, Society Asset Management, Ameritrust 1985 - 1995
Ameritrust 1985 - 1990
Skills
Equity Research, Investments, Equities, Portfolio Management, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Valuation, Financial Analysis
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1989
MBA, Finance
Kenyon College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Empower Retirement October 2013 - Present
First Commonwealth Financial Advisors, Inc. February 2012 - October 2013
J.P. Morgan Retirement Plan Services 2008 - February 2012
ADP 2006 - 2008
Fifth Third Asset Management 2004 - 2006
Skills
401k, Retirement, Series 63, Defined Benefit, Series 7, Mutual Funds, Defined Contribution, Retirement Plan..., Investments, Retirement Planning, ERISA, Pensions, Wealth Management, Series 6, Employee Benefits, Asset Allocation, Asset Managment, Strategic Financial..., Uniform Combined State..., Investment Advisory
Education
Fi360 2012 — 2012
Accredited Investment Fiduciary (AIF®), Fiduciary Education
Fi360 2012 — 2012
Accredited Investment Fiducairy Analyst (AIFA®), Fiduciary Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Cum Laude
The American College 1993 — 1994
ChFC, Financial Services
Youngstown State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Missouri Valley Partners July 2012 - Present
Markit November 2011 - July 2012
QSG (now Markit) April 2008 - November 2011
Missouri Valley Partners July 2005 - March 2008
Fifth Third Asset Management April 2000 - July 2005
Bank of America Capital Management 1997 - 2000
Bank of America and predecessor organizations 1993 - 2000
Skills
Investments, Portfolio Management, Equities, Equity Research, Asset Managment, Derivatives, Portfolio Optimization, Quantitative Analytics, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Investment Strategies, Trading, Financial Analysis, Investment Management, Valuation, Fixed Income, Risk Management, Capital Markets, Asset Allocation, Options, Quantitative Finance
Education
Saint Louis University 1994 — 1996
MBA, Finance
University of Tulsa 1989 — 1993
BSBA, Finance and Accounting
Fifth Third Asset Management 2004 - Present
INVESCO 2002 - 2004
United Way of Allegheny County 1997 - 2002
Mellon Bank 1989 - 1997
Education
Robert Morris University
Finance
Hedge Fund March 2014 - Present
Fifth Third Asset Management/Foundry Partners April 2010 - October 2013
Fifth Third Asset Management January 2005 - March 2010
Fifth Third Bank September 2002 - December 2004
Fifth Third Bank January 2000 - December 2002
PNC Bank January 1993 - December 1999
Skills
Strategy, Investments, Management, Portfolio Management, Equities, Asset Allocation, Investment Management, Valuation, Financial Analysis, Equity Research, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Financial Modeling
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Strategy and Accounting
University of Iowa 1989 — 1992
BBA Finance and Economics
Cleveland State University February 2015 - Present
Cleveland Indians January 2011 - February 2015
Fifth Third Asset Management July 2008 - December 2010
Cleveland State University August 2007 - May 2008
Cleveland State University August 2007 - May 2008
Cleveland State University August 2006 - August 2007
Cleveland State University Writing Center August 2006 - August 2007
Skills
Research, Training, Interviews, Editing, Recruiting, Microsoft Office, Event Planning, Human Resources, Teaching, Curriculum Design, Employee Relations, Customer Service, Press Releases, Creative Writing, Proofreading, Newsletters, Staff Development, Compensation Structures, Employee Training
Education
Cleveland State University 2010 — 2011
Masters of Labor Relations and Human Resources, Human Resources Management
Cleveland State University
M.A., English
Cleveland State University
B.A., English
ClearArc Capital, Inc. December 2013 - Present
Fifth Third Asset Management January 2009 - December 2013
Fifth Third Asset Management June 1994 - January 2009
Fifth Third Bank November 1990 - June 1994
Fifth Third Bank June 1989 - November 1990
Tenneco Oil Company August 1983 - May 1986
Skills
Fixed Income, Portfolio Management, Credit, Alternative Investments, Securities, Investments, Trading, Mutual Funds, Bonds, Financial Modeling, Financial Analysis, Wealth Management, Asset Allocation, Loans, Asset Management, Equities, Credit Analysis, Analysis, Sustainable Investing, Socially Responsible..., Impact Investing
Education
Michigan State University - The Eli Broad College of Business 1987 — 1989
MBA, Finance
Michigan Technological University 1979 — 1983
BS, Geological Engineering
Fund Evaluation Group, LLC 2014 - Present
Fifth Third Asset Management 2004 - 2013
National City Investment Management Company 1998 - 2004
National City Corporation 1995 - 1998
Skills
Portfolio Management, Valuation, Derivatives, Investment Management, Quantitative Finance, Equity Research, Trading, Hedging, Quantitative Equity..., Securities, Mutual Funds, Wealth Management, Time Series Analysis, Equity Valuation, Monte Carlo Simulation, Bonds, Strategic Financial...
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
Case Western Reserve University, Massachusetts Institute of Technology
Advanced Graduate Studies (non-degree), Mathematical Statistics and Probability, Estimation and Control Theory
University of Arizona
Master of Science (MS), Electrical and Computer Engineering
Water Island Capital, LLC June 2012 - Present
Fifth Third Asset Management January 2010 - May 2012
Fifth Third Asset Management January 2007 - January 2010
American Funds Distributors December 2005 - January 2007
Skills
Mutual Funds, Sales, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Securities, Investments, Asset Managment, Investment Strategies, Equities, Series 7, Financial Analysis, Portfolio Management, Selling, Series 65, Investment Management, ETFs, Financial Advisory, Asset Management, 401k, Business Development, FINRA, Financial Services, Relationship Management, Separately Managed...
Education
Xavier University 2007 — 2010
MBA, Finance Focus
University of Dayton 2001 — 2005
BA, Finance, Marketing
PNC March 2014 - Present
PNC October 2012 - February 2014
Fifth Third Asset Management September 2008 - October 2012
Université catholique de Louvain 1999 - 2005
Skills
Credit Risk, Portfolio Management, Analytics, Economics, Basel II, Equities, Finance, Financial Modeling
Education
Université catholique de Louvain 1999 — 2005
Ph.D., Economics
Optum Health Services June 2015 - Present
GeBBS Healthcare Solutions July 2014 - June 2015
WellPoint September 2011 - May 2014
WellPoint November 2009 - September 2011
WellPoint August 2008 - January 2010
Fifth Third Asset Management February 2008 - August 2008
Skills
Process Improvement, Data Analysis, Program Management, Cross-functional Team..., Project Management, Marketing Strategy, Team Building, Healthcare, Strategy, Customer Service, Analysis, Management, Change Management, Software Documentation, Six Sigma, Competitive Analysis, Budgets
Education
DePaul University 2012 — 2012
Six Sigma Green Belt, Process Improvement
Indiana Wesleyan University 2008 — 2010
MBA, Strategic Management
The International Society for Six Sigma Certifications 2009 — 2009
White Belt, Process Improvement
WellPoin'ts CMPI Certification Program 2009 — 2009
CMPI, Process Improvement
University of Cincinnati 2003 — 2007
BA, Communications
Fifth Third Bank January 1998 - Present
Fifth Third Asset Management 1998 - Present
Fifth Third Bancorp 1998 - Present
Skills
Trust Services, Wealth Management, Banking, Financial Services, Retirement Planning, Series 7, Accounting, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Wealth Management..., Mutual Funds, Management, High Net Worth..., Securities, Estate Planning
Education
Ohio University 1973 — 1977
BS, Bus Mgt/Org Beh
Nationwide Financial December 2012 - Present
Fifth Third Asset Management December 2006 - December 2012
Lincoln Financial Group January 2006 - December 2006
Jackson National Life February 2004 - September 2005
Invesco January 2001 - July 2003
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Investments, Alternative Investments, Series 63, Series 65, Variable Annuities, Securities, Financial Planners, Private Equity, Private Debt, Licensed Life & Health..., Asset Allocation, Portfolio Management, Series 6, Retirement, FINRA, Insurance, Retirement Planning, Financial Advisory, Uniform Combined State..., Consumer Debt, Asset Management, 401k, Series 24, Investment Advisory, Separately Managed..., Investment Strategies, Investment Management, Financial Services, IRAs
Education
Arizona State University 1987 — 1989
BS, Finance
Corporex Companies, LLC August 2015 - Present
ClearArc Capital February 2013 - July 2015
Fifth Third Asset Management December 2011 - February 2013
Fifth Third Asset Management November 2010 - December 2011
Ashland September 2009 - November 2010
Skills
Investments, Financial Reporting, Financial Analysis, Portfolio Management, Economics, Spanish, Financial Modeling, Asset Allocation, Asset Management, Bloomberg, Corporate Finance, Equities, Finance, Fixed Income, Mutual Funds, Valuation
Education
Universidad Antonio de Nebrija 2009 — 2009
Spanish, International Relations
University of Arkansas at Fayetteville 2006 — 2009
Bachelor of Science, International Business, Finance Emphasis
Fifth Third Asset Management September 2006 - Present
Fifth Third Asset Management 2006 - Present
Fifth Third Asset Management September 2006 - May 2012
Fifth Third Asset Management September 2006 - May 2012
FTAM 2006 - 2010
Skills
Equities, Fixed Income, Portfolio Management, Management, Mutual Funds, Investments, Investment Strategies, CRM, Investment Advisory, Alternative Investments, Asset Allocation, Financial Services, Asset Management, Banking, Investment Management
Education
University of Cincinnati College of Business
B.S. Accounting
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
Renaissance Investment Management 2014 - Present
Renaissance Investment Management August 2006 - Present
Fifth Third Asset Management June 2000 - August 2006
Fifth Third Bank March 1997 - June 2000
Skills
Portfolio Management, Investments, Asset Managment, Financial Services, Asset Allocation, Mutual Funds, Equity Research, Equities, Financial Analysis, Financial Risk, Banking, Alternative Investments
Education
Georgetown College 1991 — 1996
BS, Accounting
Fifth Third Asset Management June 2006 - Present
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
BSBA, Finance
Fairmont State University August 2012 - Present
Fifth Third Asset Management November 2005 - March 2011
Evergreen Investments March 2002 - November 2005
National City Bank October 1999 - March 2002
Marshall & Ilsley Corporation July 1995 - October 1999
Kremer Financial Planning, Inc. May 1992 - July 1995
University of Notre Dame August 1986 - August 1992
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Investment Management, Asset Management, Investment Strategies, Investment Advisory, Financial Analysis, Finance, Alternative Investments, Retirement Planning
Education
University of South Carolina-Columbia 1983 — 1988
Ph.D., Finance
University of Wisconsin-Madison 1980 — 1981
MBA, Finance
University of Delaware 1976 — 1980
BA & BS, Economics (BA) / Accounting (BS)
P2Binvestor, Inc. June 2014 - Present
Fifth Third Asset Management 2006 - 2012
ABN-AMRO Asset Management 2004 - 2005
Silvercliffe Partners, Inc. 1993 - 2004
Alpine Partners, Inc. 1989 - 1993
Skills
Fixed Income, Equities, Investment Management, Investment Strategies, Mutual Funds, Fund Of Funds, Consultant Relations, Plan Sponsor Sales, Sub-Advisory Sales
Education
Ohio University
Fifth Third Asset Management Chief Fixed Income OfficerFifth Third Asset ManagementSeptember 2001 - September 2012
Skills
CFA
Education
Albion College 1977 — 1981
Bachelor of Arts (BA), Economics
Mesirow Financial January 2014 - Present
PNC October 2012 - December 2013
Fifth Third Asset Management February 2006 - September 2012
National City Bank (PNC) January 2002 - February 2006
National City Investment Management Co June 2000 - December 2001
Roadway Express September 1999 - April 2000
SAS Institute Ltd May 1996 - August 1996
Shandong Information Center Co July 1992 - July 1993
Skills
Asset Management, R, Credit Risk, Finance, Hedge Funds, Mutual Funds, Portfolio Management, Derivatives, Statistical Modeling, Risk Management, Portfolio Optimization, Asset Allocation, Time Series Analysis, S+, Matlab, SAS programming, Visual Basic, S-Plus, Derivative pricing, C++ Builder
Education
Case Western Reserve University 1998 — 2003
Doctor of Philosophy (PhD), Operation Research (Finance), 4.0
East China University of Science and Technology 1993 — 1996
Master's degree, Mathematical Statistics and Probability
Fudan University 1987 — 1991
Bachelor's degree, Statistics
Nottinghill Investment Advisers, Ltd. March 2007 - Present
Fifth Third Asset Management April 2004 - March 2007
Fifth Third Asset Management December 2002 - April 2004
Equitec Proprietary Markets, LLC May 2001 - June 2002
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Equity Research, Equity Trading, Trading, Asset Management
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, General
St. Xavier High School 1991 — 1995
Foundry Partners February 2013 - Present
Fifth Third Asset Management September 2011 - January 2013
Victory Capital Management October 1998 - September 2011
First Chicago / NBD September 1997 - September 1998
Investors Management Services June 1995 - September 1997
Zaske Sarafa & Associates November 1992 - April 1995
Skills
Asset Allocation, Equity Research, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Investments, Separately Managed..., Wealth Management, Bloomberg Terminal, Equity Valuation, Asset Management
Education
University of Missouri-Columbia 1983 — 1987
Bachelor of Science (BS), Finance, General