Lipper Analytical Services
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Lipper Analytical Services Employees
Target August 2014 - Present
Target September 2011 - August 2014
Homeownership Preservation Foundation May 2011 - August 2011
Target February 2008 - April 2011
Target June 2006 - January 2008
Starwood Hotels October 2004 - May 2006
Teletech, Corp September 2000 - October 2004
Lipper Analytical Services October 1996 - August 2000
Skills
Strategic Planning, Enterprise Architecture, Team Building, M&A experience, Technical Architecture, Technical Leadership, Driving Results, Offshore Software..., Project Governance, Vendor Management, SOA, Team Leadership, Business Process..., Software Development, Solution Architecture, IT Strategy, Mergers & Acquisitions, Program Management, Cloud Computing, Enterprise Software, Process Improvement, SDLC
Education
Boston University 1990 — 1994
BA
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
St. Agnes Church September 2015 - Present
St. Joseph Roman Catholic Church Maplewood February 2011 - Present
Drew University 1999 - July 2010
Lipper Analytical Services 1990 - 1999
Skills
Event Management, Microsoft Office, Non-profits, Community Outreach, Writing, Public Relations, Event Planning, Time Management, Nonprofits, Volunteer Management, Grant Writing, Higher Education, Blogging, Management, Social Media, Leadership, Social Networking
Education
Drew University 2005 — 2012
M.A., Liturgical Studies
Felician College 2002 — 2005
Liturgical Studies
Seton Hall University 1971 — 1975
BS, Education
Columbia High School 1969 — 1971
The San Francisco Foundation July 2013 - Present
The JF Kapnek Trust October 2008 - Present
Philips Electronics N. A. Corp November 1989 - August 2008
Lipper Analytical Services September 1987 - November 1989
Skills
Fund Administration, Fund Accounting, Financial Accounting, Financial Analysis, Business Development, Operations Management, Pension Administration, Trust Management, Marketing, Research, Account Reconciliation, Grant Administration, Financial Audits, A-133, Business Analysis, New Business Development, Investments, RFP, Customer Service, Fundraising, Budgets, Banking, QuickBooks, Microsoft Office, Microsoft Excel, Databases, Landscape Design, Financial Statements, Accounting
Education
New York Botanical Garden 2005 — 2007
Certificate, Landscape Design
Pace University - Lubin School of Business 1986 — 1989
MBA, International Business-Marketing
University of Hawaii at Manoa 1981 — 1985
BBA, International Business-Marketing
South Jersey Gas Company (a subsidiary of South Jersey Industries) February 2013 - Present
South Jersey Industries 2008 - March 2013
Parente Randolph 2005 - 2008
Self Employed 1995 - 2005
Price Waterhouse Coopers 1992 - 1995
Lipper Analytical Services 1990 - 1992
Skills
CPA
Education
Pace University - Lubin School of Business
MBA, Accounting and Financial Management
University of Michigan
BA, Economics
Neuberger Berman June 2014 - Present
APG Asset Management US Inc. January 2010 - June 2014
SEI Investments 2006 - 2009
Stark & Stark 2005 - 2006
US Securities and Exchange Commission 1999 - 2004
Lipper Analytical Services 1994 - 1996
Standard & Poor's 1989 - 1994
Skills
Securities, Securities Regulation, Corporate Governance, Investments, Risk Management, Mutual Funds, FINRA
Education
University of Colorado School of Law 1995 — 1998
Doctor of Law (J.D.), Accounting
La Sierra University 1980 — 1984
B.S., Accounting
Strategic Insight May 2014 - Present
Lipper, A Thomson Reuters Company May 2013 - May 2014
Lipper, A Thomson Reuters Company March 2012 - May 2013
Lipper, A Thomson Reuters Company October 2004 - March 2012
Absolutely in Stitches June 1995 - December 2004
Lipper Analytical Services September 1990 - January 1993
Regis College August 1989 - May 1990
National Conference of State Legislatures January 1989 - August 1989
Skills
Project Management, Analysis, Client Relationship..., Mutual Funds, Research, Board Presentations, Writing Skills, Attention To Detail, Able To Multi-task, CRM, Training, Business Analysis, Data Analysis, Due Diligence, Financial Services, Leadership, Management, Team Leadership
Education
Regis College 1986 — 1990
B.S with Honors, Mathematics
Regis College 1986 — 1990
B.A with Honors, French
Arvada West High School 1983 — 1986
Phoenix Rising Acupuncture November 2003 - Present
Standard & Poor's December 1997 - May 2000
Lipper Analytical Services September 1992 - January 1996
Skills
Acupuncture, Traditional Chinese..., Chinese Herbal Medicine, Cupping, Fertility, Investment Analysis, Human Resource...
Education
Southwest Acupuncture College 2000 — 2003
MSOM, Chinese Medicine Acupuncture Herbs
University of Colorado at Denver 1995 — 1996
Master's of Science, Finance
Wagner Equipment January 2011 - Present
Wagner International, LLC May 2001 - May 2012
Wagner Equipment May 2006 - December 2010
Wagner Equipment January 2004 - May 2006
Wagner Equipment May 2001 - December 2003
Lipper Inc 1997 - 2001
Lipper Analytical Services 1997 - 2001
Skills
Cash Management, Accounting, Business Analysis, Team Building, Budgets, Financial Reporting, Financial Modeling, Treasury, Cash Flow, Forecasting, Project Management, Process Improvement, Contract Negotiation, Financial Analysis, Contract Management, Strategic Planning, Management, Auditing, Leadership
Education
World Trade Center Institute 2007 — 2010
Certificate in International Trade, International Trade
Wagner Equipment Co. Leadership Program 2004 — 2006
Certificate of Completion, Leadership / Management / Customer Service / Staff Development / Parts & Service
Caterpillar University 2004 — 2004
6 Sigma Black Belt
University of Northern Colorado 1993 — 1997
BS, Accounting
Horizon
Diploma
Janus Capital Group March 2015 - Present
Gerlach, Way, Scarth & Associates May 2014 - February 2015
Platte River Capital June 2009 - November 2013
The Boston Company Asset Management, LLC September 2007 - January 2009
Silvergate Capital Management August 2004 - August 2007
Invesco US January 2000 - June 2004
Fidelity Investments January 1997 - January 2000
Lipper Analytical Services May 1994 - January 1997
Education
Northeastern University 1998 — 2000
Master's degree, Finance, General
Rutgers University-New Brunswick 1988 — 1991
Bachelor of Arts (B.A.), Economics