OMAM (Old Mutual Asset Management)
Industry: Asset management company
DescriptionHeadquarters: United Kingdom Founded: 1980 Subsidiaries: Landmark Partners, Acadian Asset Management,
OMAM (Old Mutual Asset Management) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OMAM (Old Mutual Asset Management). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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OMAM (Old Mutual Asset Management) Employees
OMAM (Old Mutual Asset Management) 2014 - Present
Palladin Consumer Retail Partners 2012 - 2014
Quadrant Management 2011 - 2012
Macquarie Capital 2009 - 2011
Education
New York University - Leonard N. Stern School of Business
Bachelor’s Degree, Finance
The University of Hong Kong
International Business Exchange Program (IBEX)
Level II Candidate in the CFA Program
OMAM (Old Mutual Asset Management) July 2012 - Present
Old Mutual Asset Management March 2008 - July 2012
Old Mutual Asset Management September 2010 - February 2011
Old Mutual US December 2001 - March 2008
UAM Investment Services, Inc. April 2001 - December 2001
Signature Financial Group, Inc. September 1991 - March 2001
MFS Investment Management September 1987 - September 1989
Skills
Mutual Funds, Alternative Investments, Investments, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Investment Management, Capital Markets, Management, Due Diligence, Private Equity, Risk Management
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1983 — 1987
BA, Mathematics
Harvard Business School
Graduate, Advanced Management Program
Biogen May 2007 - April 2012
OMAM (Old Mutual Asset Management) 2004 - 2007
IXIS Asset Management 1997 - 2003
Holland Mark Martin 1997 - 1999
Education
Clark University
OMAM (Old Mutual Asset Management) August 2014 - Present
Wolf & Company, P.C. October 2009 - August 2014
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accountancy
Bentley University 2005 — 2009
BS, Information Systems Audit & Conotrol
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
OMAM (Old Mutual Asset Management) June 2014 - Present
Welsh Consulting August 2011 - May 2014
Boston Environmental July 2002 - June 2012
Re:Sources October 2005 - August 2011
Digitas October 2005 - October 2007
Citizens Energy Corporation December 2000 - August 2002
Skills
Microsoft Exchange, Blackberry Enterprise..., Network Administration, Active Directory, Servers, VPN, DNS, Networking, VMware, Firewalls, Technical Support, Windows Server, Virtualization, Hardware, Cisco Technologies, System Administration, Troubleshooting, Software Documentation, Help Desk Support, System Deployment, Disaster Recovery, VoIP, Databases, Information Technology, Windows 7, SAN, PowerShell, Team Leadership, Group Policy, TCP/IP, IIS, Powershell
Education
Boston University 1999 — 2004
Bachelor of Arts, Computer Science
OMAM (Old Mutual Asset Management) September 2013 - Present
Atlantic Equity Solutions February 2013 - December 2014
Exemplar Companies Inc December 2012 - March 2014
Ernst & Young April 2011 - August 2012
Trombly Business Law February 2010 - January 2011
Harvard Pilgrim Health Care August 2002 - March 2010
Custom Wireless 2002 - 2002
Cabot Corporation 2000 - 2002
Grant Thornton LLP 1998 - 2000
Landa & Altsher 1994 - 1998
Skills
CPA, Attorneys, M&A analysis, SEC filings, Securities, Business Transactions, Financial Analysis, legal contract review, Healthcare Reimbursement, Microsoft Excel, Auditing, Accounting, Legal Contract Review, Internal Controls, US GAAP, GAAP
Education
Suffolk University Law School 2005 — 2009
JD, Law
Bentley University 1996 — 1998
MST, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
BA, Accounting
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
Moody's Investors Service September 2015 - Present
Moody's Investors Service June 2015 - August 2015
Cafe Opus May 2014 - May 2015
OMAM (Old Mutual Asset Management) June 2014 - August 2014
Between Hours January 2011 - August 2014
State Street June 2012 - August 2013
Skills
Social Media, Research, Microsoft Office, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Teaching, Leadership, Bloomberg, Investments
Education
Hamilton College 2013 — 2017
Bachelor of Arts (B.A.), Economics and Chinese
Boston Latin School 2007 — 2013
OMAM (Old Mutual Asset Management) October 2011 - Present
Genzyme Corporation April 1994 - January 2011
Parsons April 1989 - January 1994
Skills
COBRA, Customer Service, Project Management, FMLA, ERISA, Benefits Administration, Process Improvement, Vendor Management, Human Resources, Employee Relations, Employee Benefits, Open Enrollment, Onboarding, HRIS, Mergers & Acquisitions, Management, Talent Management
Education
Bridgewater State University 1985 — 1989
Bachelor of Arts (B.A.), Communications
Stonehill College
Certificate, Human Resources
The Cosmopolitan of Las Vegas April 2013 - July 2015
A Home 4 Spot Animal Rescue July 2014 - June 2015
LPL Financial January 2009 - May 2012
OMAM (Old Mutual Asset Management) December 2006 - September 2008
Skills
Account Management, Customer Service, Event Planning, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Coaching, Wellness, Management, Animal Welfare, Animal Rescue, Logo Design, Marketing, Training, Microsoft Word, Fitness, Team Building, Nonprofits, Nutrition
Education
Northeastern University 2000 — 2005
Bachelor of Science (B.S.), Marketing
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual September 2014 - December 2014
Old Mutual Asset Management November 1998 - December 2012
Federal Reserve Bank of Boston November 2004 - December 2006
Federal Reserve Bank of Boston January 1997 - October 1998
Federal Reserve Bank of New York August 1992 - July 1994
Skills
IT Risk Management, IT Project & Program..., Governance, Enterprise Architecture, Integration, Leadership, SDLC, Information Security, Risk Assessment, Operational Risk..., CRM Integration, Data Privacy, IT Controls, Web Strategy, Website Development, Applications..., Compliance Systems, Financial Systems, Presentation Design, Process Flow..., Business Continuity, Disaster Recovery, Asset Management, Hedge Funds, Strategy, Portfolio Management, Program Management
Education
Tufts University 1988 — 1992
BA, Economics
The Loomis Chaffee School 1984 — 1988
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual Asset Management January 2012 - January 2013
Old Mutual Asset Management February 2010 - January 2012
Cambridge Associates August 2008 - February 2010
Lucero Summit Software April 2005 - July 2008
Skills
Social Media, Sales, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Research, Microsoft Office, Visio, Corporate Governance, Twitter, Westlaw, Board Governance
Education
Florida State University 2003 — 2007
BA, Humanities
Boston University 2012 — 2012
Paralegal Studies
DTB Tax June 2015 - Present
KMD June 2014 - Present
Home Daycare October 2008 - April 2012
OMAM (Old Mutual Asset Management) September 2007 - July 2008
OMAM (Old Mutual Asset Management) August 2005 - September 2007
OMAM (Old Mutual Asset Management) January 2002 - August 2005
Sun Life Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Apple Pages, Apple Numbers, MBO, Kashoo
Education
Northeastern University 1998 — 2003
BS, International Business and Finance
OMAM (Old Mutual Asset Management) May 2015 - Present
Eze Software Group September 2011 - May 2015
TechTarget August 2006 - August 2011
Belcan June 2005 - July 2006
Skills
Windows Server, Server Administration, VMware, vCloud, vSphere, vCenter Server, Active Directory, Exchange 2010/2007/2003, Hyper-V, EMC Storage, Symantec Endpoint..., Cloud Computing, Cisco UCS, Virtualization, Disaster Recovery, System Administration, Windows 7, Servers, Troubleshooting, Data Center, DNS, DHCP
Education
Tufts University 2001 — 2005
Bachelor of Arts (BA), Economics