Old Mutual Investment Partners
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Old Mutual Investment Partners Employees
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
Charles Schwab May 2015 - Present
Curian Capital November 2008 - May 2015
Old Mutual Investment Partners 2006 - 2008
Education
University of Colorado at Denver
Bachelor of Science, Business Administration
First Data May 2010 - Present
Old Mutual Investment Partners June 2006 - September 2008
Montgomery Funds & Gartmore Global Investments October 2000 - June 2006
Invesco Ltd. 1998 - 2000
Colorado AIDS Project 1998 - 2000
Janus Capital Group 1989 - 1996
Skills
Strategic Planning, Leadership, Social Media, Marketing, B2B, Strategy, Program Management, Product Development, Brand Development, Marketing Strategy, Social Media Marketing, Direct Marketing, Product Marketing, New Business Development, Integrated Marketing, Marketing Communications, Email Marketing, Strategic Partnerships, Public Relations, Sales, Sales Management, Marketing Research, Team Building, Lead Generation, Marketing Management, Competitive Analysis, Product Management, Direct Mail, Advertising, Business Strategy, Budgets, Corporate Communications
Education
University of Nebraska-Lincoln 1978 — 1982
Bachlor Science, Design & Architecture
Black Forest Hills Elementary School July 2015 - Present
Independent Tupperware Consultant July 2015 - Present
Southeast Christian Church October 2008 - Present
Black Forest Hills Elementary School August 2014 - July 2015
Investors Corporation September 2005 - December 2005
Old Mutual Investment Partners September 2004 - April 2005
Paychex May 2004 - September 2004
Creative Space Peterborough January 2003 - May 2003
Skills
Editing, Customer Service, Marketing, Sales, Public Speaking, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Social Media, Copywriting, Blogging, Nonprofits, PowerPoint, Outlook, Teamwork, Team Building
Education
Regis University 2006 — 2016
Master's, Secondary Education; English
Roberts Wesleyan College 2001 — 2004
Bachelor of Arts, English and Humanities
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Amaya Giauque Communications January 2008 - Present
Old Mutual Investment Partners May 2005 - December 2007
Payden & Rygel June 2001 - February 2005
Thomson Financial January 2001 - May 2001
Skills
Marketing, Translation, Project Management, Project Planning, Public Relations, Problem Solving, Community Outreach, Microsoft Excel, Editorial, Economics, Internet, Keyword Research, Leadership, Microsoft Office, Microsoft Word, Marketing Research, Non-profits, New Business Development, Social Networking, Newsletters, PowerPoint, Strategic Planning, Writing, Creative Writing, Advertising, Copywriting, Corporate Communications, Crisis Communications, Entrepreneurship, Integrated Marketing, Internal Communications, Marketing Communications, Marketing Strategy, Nonprofits, Research, Strategy
Education
University of California, Los Angeles 1998 — 2000
Bachelor of Arts, International Economics and Spanish Literature
Cohen and Steers Capital Management, Inc September 2009 - Present
Old Mutual Investment Partners May 2005 - November 2009
OppenheimerFunds March 2004 - April 2005
Calamos Investments May 1994 - February 2004
Skills
Mutual Funds, Investments, Hedge Funds, Portfolio Management, Financial Advisory, Series 7, Alternative Investments, Asset Managment, Series 63, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Relationship Management
Education
University of Illinois at Chicago 1988 — 1992
Bachelor of Science, Economics
EQIS CAPITAL August 2014 - Present
TACTICAL ALLOCATION GROUP 2013 - August 2014
EQIS CAPITAL MANAGEMENT December 2012 - 2013
Tactical Allocation Group, LLC ("TAG") January 2009 - August 2012
Old Mutual Investment Partners February 2005 - September 2008
Skills
Separately Managed..., Investment Strategies, Asset Allocation, Pensions, Investments, Asset Managment, Wealth Management, Sales Management, New Business Development, Mutual Funds, Portfolio Management, Financial Services, Investment Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1998
CIMA - Have held designation 1998 - Present, Investment Management Analysis
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Michigan State University 1979 — 1984
BA, Telecommunications
State Street Global Advisors April 2014 - Present
Astor Investment Management December 2012 - March 2014
Alternative Wholesaling Group August 2008 - December 2012
ING Funds Distributor, LLC October 2007 - July 2008
Alliannz Life Financial Services March 2007 - October 2007
Old Mutual Investment Partners September 2004 - March 2007
Transamerica Capital October 2002 - September 2004
GE Financial April 2000 - October 2002
Delaware Investments March 1986 - April 2000
Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs
Education
Drake University
Bachelor of Science, Business Administration
University of Pennsylvania - The Wharton School
IMCA: CIMA® Program
Alternative Distribution Inc. October 2011 - Present
AWG The Alternative Wholesaling Group December 2008 - October 2011
Old Mutual Investment Partners June 2006 - September 2008
IXIS Asset Management Advisors Group January 1998 - January 2006
The Gorilla Marketing Company January 1991 - January 1998
AutoChemTech, Inc January 1986 - January 1991
Skills
Strategic Financial..., Alternative Investments, Sales, Sales Operations, Mutual Funds, Financial Markets, Entrepreneurship, Strategy, Program Management, Investments, Selling, Portfolio Management, Start-ups, Separately Managed..., Marketing, Equities, Financial Services, Management, Small Business, Asset Allocation, Investment Advisory, Series 7, Financial Planning
Education
Georgia Institute of Technology
Cohen and Steers May 2014 - Present
American Century Investments March 2008 - May 2014
Old Mutual Investment Partners November 2005 - February 2008
Evergreen Investments October 2003 - November 2005
Fidelity Investments January 2003 - October 2003
J&W Seligman August 2001 - January 2003
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6
Education
University of Cincinnati 1987 — 1991
BA, Personnel and Industrial Relations
The University of Findlay 1999 — 2001
MBA, Finance
The London Company of Virginia, LLC May 2011 - Present
Thompson, Siegel & Walmsley 2008 - 2011
Thompson, Siegel & Walmsley 2005 - 2008
Old Mutual Investment Partners 2003 - 2005
Thomson, Siegel & Walmsley, Inc 2000 - 2003
First Union Securities 1993 - 2000
Skills
Investments, Marketing, Alternative Investments, Asset Management, Hedge Funds, Series 7, Asset Allocation, Mutual Funds, Series 63, Equities, Investment Strategies, Investment Management, Fixed Income, Wealth Management, Securities
Education
Carolina Business Institute 1993 — 1993
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts, Political Science
St. Christopher's School 1974 — 1987
Nationwide Financial September 2013 - Present
Old Mutual Investment Partners 2006 - 2009
Education
University of Notre Dame 1982 — 1988
bba, marketing
Ziegler Capital Management, LLC April 2015 - Present
Keeley Investment Corporation September 2013 - December 2014
Deutsche Bank May 2011 - December 2012
Guggenheim Funds February 2010 - May 2011
Old Mutual Investment Partners April 2008 - July 2009
Skills
Mutual Funds, ETFs, Sales, Alternative Investments, Fixed Income, Equities, Private Equity, Securities, Asset Allocation, Investments, Hedge Funds, Bonds, Wealth Management, Asset Managment, Investment Strategies, Financial Markets, Separately Managed..., Relationship Management, Financial Analysis, Financial Services, 401k
Education
University of Denver 2008 — 2010
M.S, Finance
University of Northern Colorado 2002 — 2006
B.S, Business Finance