SCUDDER KEMPER INVESTMENTS
Address: 345 Park Ave # L-1, New York, NY 10154 Phone: (212) 838-7740: Category: : Place name: : : : : Website: Own this business?
SCUDDER KEMPER INVESTMENTS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SCUDDER KEMPER INVESTMENTS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
SCUDDER KEMPER INVESTMENTS Salaries. You can even request information on how much does SCUDDER KEMPER INVESTMENTS pay if you want to. Learn about salaries, pros and cons of working for SCUDDER KEMPER INVESTMENTS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
168 SCUDDER KEMPER INVESTMENTS employees in database. Find out everything there's to know about SCUDDER KEMPER INVESTMENTS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SCUDDER KEMPER INVESTMENTS Employees
Fidelity Investments October 2000 - February 2012
Scudder Kemper Investments February 1996 - October 2000
Prudential Asset Management Company August 1994 - January 1996
Skills
Program Management, Project Management, Process Improvement, Business Analysis, Management, PMO, CRM, Agile Project Management, Leadership, Requirements Gathering, PMP, Agile Methodologies, Requirements Analysis, Project Portfolio..., Employee Benefits, Executive Management, SDLC, Vendor Management, Project Planning, Software Project..., Strategy, Business Process..., Integration, Financial Services, Visio, Cross-functional Team..., Business Process, Software Documentation, Change Management, Risk Management, Business Requirements, Testing, Software Development, Consulting, Strategic Planning, IT Strategy, Problem Solving, Budgets, Microsoft Project, Quality Assurance, Resource Management
Education
Binghamton University 1990 — 1994
Bachelor's degree, Politics, Philosophy & Law (Pre-law)
American Board of Medical Specialties (ABMS) October 2014 - Present
American Board of Medical Specialties January 2011 - Present
American Academy of Pediatric Dentistry November 2007 - July 2009
Eire Direct Marketing January 2005 - June 2007
Deerfield Capital Management January 2000 - January 2001
Scudder Kemper Investments January 1997 - January 2000
Bernardi Securities, Inc January 1996 - January 1997
Phoenix Duff & Phelps January 1994 - January 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, QuickBooks, Mac, Calendars, Sales, Adobe Acrobat, Photoshop, Customer Service
Education
Bond School of Chicago
University of Illinois at Chicago
Bachelor of Science, Finance and Business
State Street September 2015 - Present
State Street November 2000 - April 2015
Scudder Kemper Investments May 1998 - November 2000
State Street February 1993 - April 1998
Skills
Customer Relations, New Business Development, Mutual Funds, Fund Administration, Event Management, Event Planning, Customer Service, Global Custody, Fixed Income, Securities, Alternative Investments, Corporate Actions, Hedge Funds, Securities Lending, Bloomberg, Equities, Middle Office
Education
Regis College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.4 / 4.0
Nurtur Holdings LLC February 2013 - Present
Business Mentors LLC 2011 - January 2013
Tom Geiger Guest House 2003 - 2011
Taft Setttinius & Hollister LLP September 2007 - February 2010
Summit Investment Partners November 1999 - October 2006
SCUDDER KEMPER INVESTMENTS December 1993 - September 1999
COMMONWEALTH LAND TITLE INSURANCE COMPANY February 1987 - September 1993
MORRIS TINSLEY & SNOWDEN, INC 1980 - 1986
MORRIS TINSLEY & SNOWDEN INC. 1980 - 1982
Skills
Budgets, Personnel Management, Recruiting, Insurance Policies, Facilities Management, Marketing, Performance Appraisal, Team Building, Public Speaking, Human Resources, PowerPoint, Payroll, Project Management, Event Planning, Microsoft Excel, Interviews, Employee Benefits, Customer Service
Education
Houston Baptist University
Business Managment
University of Houston
Bachelor of Science, Sociology
BidClerk October 2011 - December 2014
BidClerk October 2007 - October 2011
BidClerk October 2004 - October 2007
Deutsche Bank 2001 - 2002
Scudder Investments 2001 - 2001
Scudder Kemper Investments 1999 - 2000
Kemper Funds 1998 - 1999
Andes Candies 1995 - 1998
Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management
Education
Marquette University 1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies
Retreat Capital Management Group December 2011 - May 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage February 2010 - July 2011
Wachovia, A Wells Fargo Company October 2007 - December 2008
USAA December 2006 - October 2007
USAA April 2004 - November 2006
J Sainsbury plc April 2002 - May 2003
Scudder Kemper Investments 1999 - 2001
Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management
Education
George Mason University 1992 — 1996
BA, Communications
George Mason University 1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations
Conning Asset Management June 2014 - Present
Brookfield Investment Management July 2011 - June 2014
Conning Asset Management April 2007 - June 2011
Genworth Financial 2005 - March 2007
GE Asset Management 2003 - 2005
GE Asset Management Services July 2001 - 2003
Scudder Kemper Investments 1998 - 2000
JETRO New York 1994 - 1998
Education
Fairfield University 2005 — 2007
MS, Finance
Ritsumeikan University 1992 — 1993
1-yr Program, Japanese Language
Foran High
New York University
Trinity College-Hartford
Bachelors, Economics
Lowell Public Schools August 2002 - Present
Lowell Public Schools August 2001 - August 2002
Lawrence Public Schools August 1999 - August 2001
Putnam Investments September 1997 - August 1999
Scudder, Kemper Investments February 1997 - August 1997
Putnam Investments January 1996 - February 1997
Education
University of Massachusetts Lowell 1991 — 1996
Bachelor's of Science in Business Administration (B.S.B.A.), Finance, 3.0
Cambridge College 1997 — 1999
Master's degree, Education, 3.5
North Pointe Partners, LLC July 2014 - Present
Sequoia System International December 2008 - March 2014
Sequoia System International 2004 - 2008
Scudder Kemper Investments 1997 - 2003
Kemper Financial Services 1990 - 1997
Skills
Relationship Management, Business Development, New Business Development, Mutual Funds, Series 63, Series 6, CRM, Management, Insurance, Fixed Annuities, Asset Allocation, Asset Management, Retirement Planning, Series 7, Investments, Portfolio Management, Financial Services, Leadership, Strategic Planning, Marketing, Marketing Strategy, Strategy, Program Management, Business Strategy, Wealth Management, Executive Management, Retirement
Education
Saint Mary's College
BBA, Marketing and Finance
Pacific Funds November 2011 - Present
Genworth Financial (Now AssetMark) November 2010 - November 2011
Wells Capital Management May 2005 - November 2010
Wells Capital Management June 2004 - May 2005
Wellington Management Co October 2003 - February 2004
State Street Global Advisors September 1999 - June 2003
State Street Global Advisors March 1998 - September 1999
Scudder Kemper Investments January 1998 - March 1998
State Street September 1996 - January 1998
Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston College 1992 — 1996
BS, Biochemistry
Christian Brothers Academy
UBS O'Connor August 2013 - Present
Alloy Capital, LLC January 2009 - January 2013
HHR Asset Management July 2003 - May 2008
American Century Investments September 1999 - June 2003
Scudder Kemper Investments June 1997 - June 1999
Skills
Equities, Investments, Asset Management, Mutual Funds, Risk Management, Finance, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Modeling, Investment Strategies, Capital Markets, Equity Valuation, Fundamental Analysis
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Hamline University 1984 — 1988
BA
Boston Technologies Inc February 2010 - Present
Self-Employed October 2008 - February 2010
Boston Trading and Research August 2007 - September 2008
Tradex Swiss AG June 2006 - July 2008
Semman Group April 2002 - February 2006
Giovanni Fleury Investments October 2000 - March 2002
Fidelity Investments July 2000 - December 2000
Scudder Kemper Investments February 2000 - March 2000
Skills
Account Management, Executive Management, MySQL, Salesforce.com, MetaTrader, Trading Systems, English, Arabic, French, Portuguese, Technical Analysis, CANSLIM, Forex Trading, Stock Trading, Equity Options Trading, Foreign Exchange, US Equities, Trading Strategies, FX Options, FX trading, Trading, Electronic Trading, Start-ups, Training, Databases, Currency, Financial Markets, Analysis, Quality Assurance, Commodity, Economics, Equities, Bloomberg, Options, Capital Markets, Hedge Funds, Derivatives
Education
Boston University 1997 — 2000
Bachelor of Arts (B.A.), International Relations
Cairo American College 1993 — 1997
American High School Diploma
Prosperity Advisory Group January 2007 - Present
H&R Block 2000 - 2001
Scudder Kemper Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1990 - 1993
Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting
Education
Harvard Business School 1994 — 1996
MBA, Business Administration
Boston College 1986 — 1990
BS, Business Administration
Bishop Miege 1982 — 1986
QHR
University of Missouri-Kansas City
The Galley Ice Cream November 2014 - Present
C Consulting June 2014 - Present
Sperry Top-Sider April 2010 - June 2014
Arnold Worldwide July 2007 - May 2010
Arnold Worldwide August 2005 - July 2007
Improper Bostonian Magazine July 2000 - March 2005
Scudder Kemper Investments July 1999 - July 2000
Merrill Lynch October 1995 - July 1999
Skills
Extensive marketing,..., Ability to work..., Sensitive to..., High emotional..., Excellent oral and..., Ability to build highly..., Proactive, open-minded,..., Strong mentor and..., Public Relations, Cross-functional Team..., Social Media, Social Networking, Management, Creative Strategy, Trade Shows, Sponsorship, Integrated Marketing, Brand Management, Account Management, Advertising, Brand Development, Creative Direction, Digital Marketing, Direct Mail, Direct Marketing, Graphic Design, Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Social Media Marketing, Strategy
Education
Northeastern University
BS, Psychology
Dallastown Area School District-Substitute August 2010 - Present
York Suburban Area School District August 2010 - Present
U.S. Remodelers/Home Depot June 2010 - Present
Baltimore County Public Schools 2014 - 2014
Scudder Kemper Investments February 1997 - April 1998
Greater Pittsburgh Area Hospital March 1996 - October 1996
Endagraph June 1995 - October 1995
Skills
Drawing, Painting,..., Public Speaking, Public Relations, Graphics, Silk/Screen Printing, Fabrics/Weaving, Marketing
Education
Twson University 2008 — 2010
Bachelor's Degree, Art Intergration/Education Teaching Certificate, k-12
Seton Hill University/Towson University 1995 — 2010
B.A./B.A., Fine and Studio Arts Management, k-12
Greensburg Central Catholic High 1986 — 1990
High School Diploma, Art/Art Studies, General
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
Brandes Investment Partners March 2000 - Present
Scudder Kemper Investments March 1995 - March 2000
Kemper Financial Services October 1994 - March 1995
Skills
Chartered Financial..., Portfolio Management, Trading, Mutual Funds, Bloomberg
Education
Loyola University of Chicago 1995 — 1997
Master of Business Administration, Finance & Economics
Marquette University 1989 — 1993
Bachelor of Science, Finance
R.J.O'Brien Fund Management, LLC April 2007 - March 2012
New England Financial 2006 - 2007
Allstate 2001 - 2005
Talbot Financial 2000 - 2001
Scudder Kemper Investments 1997 - 1999
Skills
Mutual Funds, FINRA, Fixed Annuities, Insurance, Investments, Financial Markets, Alternative Investments, Equities, Series 6, Series 7, Securities, Separately Managed..., Fixed Income, Asset Allocation, Hedge Funds, ETFs, New Business Development, Marketing, Customer Service, Banking, Brokerage, Retirement Planning, Managed Futures, Building Relationships, Investor Relations, Asset Managment, Commodity, Variable Annuities, Financial Advisory, Key Account Development, Financial Services, Finance, Risk Management, Key Account Management, Investment Advisory, MBA Finance, Series 24, Capital Markets, Bloomberg, Trading, Bonds, Uniform Combined State..., Wealth Management, Derivatives, Investment Strategies, Options, Hedging, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation (SEV)
Illinois State University 1991 — 1996
Bachelor of Science (B.S.), Finance
Licenses:
Institute of Business & Finance:
Wasmer, Schroeder & Company, Inc. August 2015 - Present
Samson Capital Advisors September 2010 - August 2015
BasketBall City October 2004 - December 2014
Samson Capital Advisors January 2008 - August 2010
Samson Capital Advisors November 2004 - January 2008
Deutsche Asset Management June 2002 - November 2004
Scudder Kemper Investments November 2000 - June 2002
Scudder Kemper Investments September 1998 - November 2000
Nike 1996 - 1998
Skills
New Business Development, Portfolio Management, Fixed Income, Securities, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer School of Management
MBA, Finance
University of Massachusetts Boston
B.S., Business Management
JP Morgan Asset Management May 2013 - Present
Chicago Area 2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income 2011 - 2012
UBS Global Asset Management 2005 - 2011
MFS Investment Management 2000 - 2005
Scudder Kemper Investments 1988 - 1999
Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management
Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
Enterprise Law Group LLP September 2014 - Present
Grant Schumann, LLC September 2013 - September 2014
Law Offices of Brett Scheive November 2009 - September 2013
Porter Law Network May 2007 - September 2013
Portfolio Solutions Group 2002 - 2006
Scudder Kemper Investments May 2000 - May 2001
Skills
Corporate Law, Real Estate, Bankruptcy, Real Estate Transactions, Business Transactions, Commercial Real Estate, Commercial Litigation, Litigation, Finance, Civil Litigation, Courts, Appeals, Trial Practice, Trials, Legal Writing, Criminal Law, Legal Research, Arbitration, White Collar Criminal..., Legal Assistance, Mergers & Acquisitions
Education
DePaul University College of Law 2006 — 2009
JD, Law
Arizona State University 1996 — 2000
Bachelor of Science, Finance
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Santander Bank, N.A. February 2014 - Present
Sovereign Bank / Santander August 2012 - January 2014
Fidelity Investments August 2006 - August 2012
Girl Talk Theatre September 2007 - December 2008
Citizens Bank January 2005 - November 2005
Bank of America/Fleet June 2000 - December 2004
Scudder Kemper Investments August 1999 - June 2000
McCarthy & Associates July 1996 - August 1999
W.E. Donoghue & Co. 1993 - 1994
SunTrust Bank 1992 - 1993
Skills
Product Management, Integrated Marketing, Direct Marketing, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Event Planning, CRM, Marketing, Marketing Communications, Market Planning, Leadership, Business Development, Advertising, Management, Segmentation, Sales, Vendor Management, Direct Mail, Strategic Planning, Team Management, Program Management, Lead Generation, Budgets, Analytics, Customer Retention, Competitive Analysis, Product Marketing, Database Marketing, Digital Marketing, Multi-channel Marketing, Email Marketing, Online Marketing
Education
Suffolk University 1990 — 1991
MBA, Marketing
University of Vermont
B.S., Marketing
Wilshire Associates January 2006 - Present
AIG SunAmerica February 2001 - January 2006
eCapitalist.com 1999 - 2001
Scudder Kemper Investments 1990 - 1999
Education
Loyola University Chicago 1992 — 1994
M.B.A., Accounting
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
B.B.A., Finance
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
TJX May 2012 - Present
EMC July 2011 - May 2012
Fidelity Investments April 2007 - March 2011
WinterWyman June 2000 - March 2007
Scudder Kemper Investments June 1998 - June 2000
BankBoston March 1995 - June 1998
Skills
Talent Management, Executive Coaching, Human Resources, Change Management, Performance Management, Organizational..., Leadership Development, Organizational Design, Organizational..., Program Management, Recruiting, Leadership, Succession Planning, Organizational..., Workshop Facilitation, Strategy, Employee Engagement, MBTI, Onboarding, Training, Culture Change, Coaching, Employee Benefits, Consulting, Strategic Planning, Executive Development
Education
Florida State University
MS, Communication (emphasis in Organizational Development)
Florida State University
BS, Political Communication
Dearborn National October 2007 - Present
Mesirow Financial January 2007 - September 2007
Prudential Financial December 2004 - September 2006
Pacific Life January 2003 - December 2004
Scudder Kemper Investments January 2000 - December 2002
Scudder Kemper Investments August 1998 - December 1999
Nuveen Investments January 1997 - August 1998
Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...
Education
DePauw University 1989 — 1993
Bachelor of Arts (BA), Political Science
Principia
Lincoln Financial Group January 2008 - Present
Scudder-Kemper Investments January 1997 - August 1999
John Hancock Property & Casualty Co. 1990 - 1994
Skills
Analysis, Series 63, Mutual Funds, Series 6, Insurance, 401k, Investments, Fixed Annuities, Securities, Financial Services
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
B.A., Political Science
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Elizabeth Hanley Design December 2008 - Present
Dell May 2006 - November 2008
Dell March 2005 - April 2006
Dell June 2003 - February 2005
Dell June 2002 - August 2002
Integrity Treasury Solutions May 2000 - June 2001
Scudder Kemper Investments November 1998 - May 2000
National Futures Association June 1996 - October 1998
IBM January 1995 - June 1995
Skills
Project Management, Budgets, Strategic Planning, Auditing, Competitive Analysis, Accounting, Executive Reporting, Financial Analysis, Financial Modeling, Financial Systems..., Internal Controls, Global Teaming
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA
Michigan State University 1992 — 1996
B.A., Accounting
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
Savvis January 2013 - Present
Trio Photographic Ministry 2004 - Present
CenturyLink & Savvis 2006 - January 2013
Sprint Nextel June 2004 - January 2006
NewRiver, Inc. May 2000 - September 2003
Scudder Kemper Investments October 1989 - May 2000
Kemper Financial Services 1984 - 1989
Skills
Photography, Technology..., Process Management, Product Development, Program Management, Product Management, Product Marketing, Cross-functional Team..., Project Management, Strategy
Education
Baker University 1990 — 1992
Masters of Science, Management & Business Administration
Roosevelt University 1982 — 1984
BSBA, Business Administration
Harper College 1980 — 1982
Associates in Science, Business
Bradley University 1979 — 1982
BS, Business Administration and Management, General
SBLI of Massachusetts March 2003 - June 2007
Scudder Kemper Investments 1998 - 2003
US Rowing 1998 - 2003
Zurich Scudder Investments 1998 - 2003
Scudder Funds 1993 - 1998
T. Rowe Price 1985 - 1993
Education
University of Baltimore 1990 — 1992
MA, Publications Management
Towson University 1973 — 1977
Deutsche Asset Management November 2010 - January 2012
Deutsche Asset Management 1987 - November 2010
Zurich Scudder Investments / Deutsche Asset Management, New York 1999 - 2001
Scudder Kemper Investments 1992 - 1998
Kemper Financial Services 1987 - 1992
Skills
Alternative Investments, Equities, Fixed Income, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Vendor Management, Hedge Funds, Derivatives, IT Strategy, Asset Management, Business Strategy, FX Options, Strategy, Financial Services, Outsourcing, Business Intelligence, Management, Finance, Trading, Leadership, CRM, Trading Systems, Mutual Funds, Financial Risk, Banking, Investments, Financial Markets, Investment Banking
Education
Northern Illinois University 1985 — 1987
MS, Computer Science
Northern Illinois University 1981 — 1985
BS, Political Science
London Business School
GTO Leadership Programme
Welch & Forbes 2008 - 2014
Circles 2007 - 2007
Wellington Management 1998 - 2006
Scudder Kemper Investments 1997 - 1998
Fidelity Investments 1990 - 1997
Bank of Boston 1988 - 1990
General Mills, Inc. 1984 - 1988
Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research
Education
Harvard University
AB, Psychology & Social Relations, Cum Laude
Columbia University - Columbia Business School
MBA, Marketing
Sun Life Financial January 2012 - Present
Sun Life Financial January 2009 - December 2012
Sun Life Financial April 2006 - January 2009
John Hancock Financial Services, Inc. May 2005 - February 2006
John Hancock Financial Services, Inc. May 2004 - May 2005
John Hancock Financial Services, Inc. June 2002 - May 2004
John Hancock Financial Service, Inc. September 1998 - May 2002
Scudder Kemper Investments 1998 - 1998
The Forum Corporation 1997 - 1998
SmartMoney Magazine, Dow Jones & Company & The Hearst Corporation July 1993 - September 1996
Skills
Marketing Communications, Long Term Care, Marketing Strategy, Communications Strategy, Insurance, Writing, Annuities, Advertising, Financial Services, Integrated Marketing, Brand Developement, Employee Benefits, Direct Marketing, FINRA Series 6, 7, 26, Creative Direction, Strategic Communications, Fixed Annuities, Internal Communications, Sales
Education
Providence College 1989 — 1993
Bachelor of science, Marketing
Jade Staffing LLC 2010 - Present
Professional Mortgage Advisors, Inc. November 2001 - November 2008
Rockland Trust Company October 2004 - January 2005
Zurich Scudder Investments May 2001 - August 2001
Ropes & Gray LLP March 2001 - May 2001
Manulife Financial October 2000 - February 2001
Scudder Kemper Investments May 2000 - August 2000
Manning Associates January 1999 - January 2000
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Sourcing, Interviews, Screening Resumes, Applicant Tracking..., HR Consulting, Temporary Placement, Employee Benefits, Internet Recruiting, HRIS, Employee Relations, Staffing Services
Education
Boston University 1994 — 1997
Masters, MSW
Binghamton University 1991 — 1994
BS, Psychology
FDR 1988 — 1991
High School
TIAA-CREF August 2004 - Present
TIAA-CREF Individual and Institutional Client Services, LLC 2004 - Present
Scudder Kemper Investments 1996 - 2001
Citibank 1994 - 1996
Fidelity Investments 1983 - 1988
Skills
Financial Services, Strategy, Product Marketing, Mutual Funds, Marketing Strategy, Relationship Management, Segmentation, Series 7, Analytics, Market Research, Marketing, Direct Marketing, B2B, Leadership, Asset Allocation, Investments, Series 63, Alternative Investments, Strategic Partnerships, Securities, Portfolio Management, Retirement, 401k, Retirement Planning, Wealth Management
Education
Louisiana Tech University 1982 — 1983
Master of Arts, English
Louisiana Tech University 1978 — 1982
Bachelor of Arts, Journalism
Fortune Builders May 2015 - Present
The Results Group of Boston June 2010 - Present
The John Maxwell Company August 2011 - Present
Action Business Coaching & Development, Inc 2007 - 2010
State Street February 2007 - July 2007
Hobbs Madison 2005 - 2007
DST Output 2002 - 2005
Scudder-Kemper Investments 1992 - 2001
Skills
Vision / Strategy, Leadership Development, Client Relationship..., Leadership, Strategy, Business Coaching, Business Process..., New Business Development, Vision, Marketing, Business Development, CRM, Change Management, Executive Coaching, Process Improvement, Management Consulting, Business Analysis, Management, Training, Team Building, Business Planning, Coaching, Strategic Planning, Recruiting, Organizational..., Small Business, Analysis, Workshop Facilitation, Personal Development, Risk Management, Sales, Program Management, Business Strategy, Staff Development, Budgets, Start-ups, Entrepreneurship, Executive Management, Public Speaking, Project Planning, Executive Development, Time Management, Forecasting, Emotional Intelligence, Six Sigma, Management Development, Motivational Speaking, Organizational..., Culture Change, Performance Management
Education
Boston University 1995 — 2005
Masters of Science, Innovation & Technology in Business
Bentley University 1996 — 1998
Pension & Employee Benefits Certification, Business
University of Massachusetts Boston 1991 — 1995
Bachelors, Economics & Accounting
Fortune Builders
Credit Adjustments, Inc. July 2014 - Present
Delta Management Associates Inc September 2011 - July 2014
Energy Council of the Northeast August 2010 - August 2011
Catholic Medical Center 2009 - 2010
Girl Scouts 2003 - 2009
EASTER SEALS JOLICOEUR SCHOOLS January 2001 - January 2003
Scudder Investments 2000 - 2001
SCUDDER KEMPER INVESTMENTS January 1998 - January 2000
Skills
Cpr Certified, AED, Customer Service, Word, Excel, Outlook, Data Entry, Microsoft Office, Event Planning, Non-profits, Administrative Support, Retail, Volunteer Management, Event Management, Management, Microsoft Excel, Software Documentation, PowerPoint, Microsoft Word
Education
Health Career Training Instutite 2008 — 2009
Phlebotomy, Phlebotomy
Quinnebaug Community Technical College 1990 — 1994
Fine Arts, English
Plainfield High School 1987 — 1990
College Prep
St Bernard's High School 1986 — 1987
College Prep
Mount Washington College
Business Science; Business Science, English and Fine Arts classes
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Fidelity Investments September 2000 - Present
Sage Research September 1999 - September 2000
Scudder Kemper Investments January 1996 - July 1999
Boston Edison Company March 1992 - December 1995
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA
University of Rochester 1985 — 1989
BA, Psychology
Charles Schwab & Company 2010 - Present
Fidelity Private Client Group February 2006 - December 2008
Fidelity Operations & Services Group March 2004 - February 2006
Columbia Management [Liberty Financial] September 1999 - October 2003
Scudder Kemper Investments May 1994 - September 1999
Fidelity Investments June 1986 - May 1994
Skills
Series 24, 63 Licenses, Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Wealth Management, Investments, Securities, Asset Managment, Call Center, Vendor Management, Risk Management, Insurance, Series 9/10, Alternative Investments, Asset Management, Business Process..., Call Centers, FINRA, Leadership, Management, Strategy
Education
Colby College
Bachelor of Arts., Double major: English Literature, American Studies
The Hotchkiss School
Morningstar/Ibbotson Associates February 2014 - Present
Morningstar/Ibbotson Associates April 2005 - Present
DePaul University September 2011 - Present
Lake Forest Graduate School of Management 2004 - 2012
Van Kampen Investments April 2000 - April 2005
Scudder Kemper Investments March 1987 - March 2000
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1996
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Economics
TIGER 21 May 2015 - Present
Manning and Napier, NYSE: MN November 2012 - Present
God's Love We Deliver 2010 - Present
Vonage July 2012 - February 2015
AXA Equitable 2005 - 2011
JPMorgan Chase 2001 - 2005
Instinet.com 1998 - 2001
Scudder Kemper Investments 1996 - 1998
Van Eck Global 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Leadership, Management, Business Strategy, Business Development, New Business..., Digital Media, Marketing, Innovation, Digital Marketing, Marketing Strategy, Marketing Communications, Strategy, Integrated Marketing, New Business Development, Advertising, Strategic Planning, Digital Innovation, Corporate Communications, Mergers & Acquisitions, Brand Management, Investments, Public Relations, Segmentation, marketing concepts, Identifying New...
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing
Brown University 1977 — 1981
BA, English
State Street November 2014 - Present
State Street October 2010 - January 2014
Deutsche Asset Management April 2002 - October 2010
Zurich Scudder Investments March 2000 - April 2002
Scudder Kemper Investments March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight) May 1982 - February 1998
Access Technology, Inc. (now CA Technologies) June 1985 - June 1987
Education Development Center October 1981 - May 1982
Abt Associates Inc. August 1975 - August 1981
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server
Education
Case Western Reserve University 1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering
Case Western Reserve University 1970 — 1973
Master of Science (MS), Systems & Control Engineering
Case Western Reserve University 1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors
The TJX Companies, Inc. May 2012 - Present
FedEx Trade Networks & Brokerage, Inc August 2009 - Present
Actor and Vocalist 1990 - Present
Accelerated Marketing Partners, Boston MA April 2009 - April 2009
GE Capital October 2000 - February 2009
GE Commercial Finance 2000 - 2009
SCUDDER KEMPER INVESTMENTS 1998 - 2000
Skills
Process Improvement, Mergers & Acquisitions, Salesforce.com, Software Documentation, Program Management, Financial Risk, Finance, Portfolio Management, Credit, Customer Service, Editing
Education
Berklee College of Music
Bachelors, Voice
Suffolk University
Certificate, Paralegal Studies
Distinctive Coaching for Business Success March 2006 - Present
Oak Park Area Small Business Owners February 2006 - Present
Chicago Business Development Forum February 2006 - Present
The Eleven Agency / Microsoft February 2006 - July 2008
Citizens Conferencing / Premiere Global Services July 2003 - December 2005
Scudder Kemper Investments February 1998 - June 2002
Starship Restaurant & Catering 1989 - 1998
American Promotion Sales 1993 - 1993
Boy Scout Troop #63, Drum & Bugle Corps. 1986 - 1993
Wednesday Journal, Inc. 1981 - 1983
Skills
Business Coaching, Marketing Coach, Executive Coaching, Business Strategy, Management Consulting, Marketing Strategy, Social Media Marketing, Public Speaking, Social Networking, Social Media, Small Business, New Business Development, Customer Service, Email Marketing, Team Building, Time Management, Business Networking, Coaching, Marketing, Training, Entrepreneurship, Strategy, Business Development, Organizational..., Leadership Development, Consulting, Personal Development, Sales, Management, Leadership, Employee Training, Business Planning, Workshop Facilitation, B2B, Networking, Facebook, Sales Coaching, Presentation Coaching, Client Acquisition &..., Leadership & Management..., Mentoring, Employee Training &..., Employee Interviewing &..., Organizational..., Interviews, Project Planning, Advertising, Sales Management, Start-ups, Personal Branding
Education
Coach U
Certified Graduate 2006, Core Essentials Coaching Program
University of Illinois at Chicago 1996 — 1997
B.A., Communication & Psych, Social Science Research, Organizational Development, Leadership & Management
University of Illinois at Urbana-Champaign 1990 — 1994
Communication, Psychology, Group Dynamics, Leadership, Cultural Diversity, Spanish
Oak Park & River Forest High School 1986 — 1990
Alcuin Montessori School 1974 — 1981
University of New Hampshire October 2001 - Present
Granite State College August 2009 - May 2011
Putnam Investments 2000 - May 2001
Harvard University February 1999 - August 2000
Scudder Kemper Investments February 1998 - November 1998
Skills
Technical Writing, Training, Higher Education, E-Learning, Teaching, Technical Training, Distance Learning, Management, HTML, Troubleshooting, Editing, Instructional Design, Dreamweaver, BMC Remedy, Technical Support, Captivate, Photoshop, Office 2010, Web Content, Business Objects, ITIL v3 Foundations..., Qualtrics, Survey Design, Tableau, Data Visualization, Dashboarding, ADDIE, Moodle, kaltura, SharePoint, Crystal Xcelsius 2008, QlikSense, Needs Analysis
Education
Plymouth State University
Master’s Degree, Educational/Instructional Media Design
Plymouth State University 2003 — 2008
M.Ed, Secondary Ed: Adult Learning & Development
University of New Hampshire 1991 — 1995
BS, Communication Disorders
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
TnDA Technologies Inc June 2015 - Present
Soft Tech Consulting April 2014 - May 2015
Soft Tech Consulting March 2011 - April 2014
Acentia (Formally IT Solutions) March 2008 - February 2011
NetStar-1 (became IT-Solutions then Acentia) March 2008 - February 2011
BAM Technologies September 2007 - March 2008
DefenseWeb Technologies, Inc August 2000 - August 2007
equinta.com February 2000 - July 2000
Scudder Kemper Investments May 1995 - February 2000
Skills
PMP, Proposal Writing, CMMI, Program Management, Requirements Analysis, DoD, Strategic Planning, Business Analysis, Process Engineering, Process Improvement, Portfolio Management, Business Process..., ITIL v3 Foundations..., SDLC, PMO, Integration, Contract Management, Business Strategy, Management, Strategy, Project Management, Business Development, Software Project..., Leadership, Software Documentation, Analysis, Software Development, Government Contracting, Governance, Resource Management, Government, Change Management, Management Consulting, MS Project, CRM, Visio, Business Process, IT Strategy, Vendor Management, Project Portfolio..., Information Technology, SharePoint, Agile Methodologies, Risk Management, E-commerce, Cross-functional Team..., IT Management, Enterprise Architecture, Requirements Gathering, Quality Assurance
Education
Keller Graduate School 1998 — 2000
MS
San Diego State University-California State University 1993 — 1995
BS
Parker Middle School August 2013 - Present
JustCallMarti! January 1999 - Present
Kids Connect September 2011 - June 2014
The Brookwood School August 2012 - June 2013
MFS Investment Management August 2008 - November 2008
Bank of America August 2007 - June 2008
Scudder Kemper Investments 1997 - 2000
Natixis Global Associates 1989 - 1997
Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media
Education
Lesley University 2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12
Boston University
BS, Public Relations
Freelance March 2009 - Present
Vanasse and Associates, Inc. January 2000 - March 2009
Scudder Kemper Investments July 1999 - December 1999
Fidelity Brokerage Services, Inc. January 1998 - July 1999
Summit Technical Services August 1997 - December 1997
Meridian Engineering, Inc. February 1997 - July 1997
Self Employed October 1996 - February 1997
CADstar International, Ltd March 1995 - October 1996
Skills
AutoCAD, Civil 3D, CAD, Road, mechanical drafting, architectural drafting, Structural drafting
Education
Associated Technical Institute 1991 — 1991
Certificate, Computer Programming and Applications
Northern Essex Community College 1989 — 1989
CADCAM
Harvard University Graduate School of Design 1988 — 1988
Site Design
Tulane University 1967 — 1967
Architecture
Sweetnosh, Inc April 2006 - Present
North Suburban School of Dance August 2010 - August 2011
Allstate Insurance Company December 2000 - June 2006
Scudder Kemper Investments October 1996 - October 2000
Skills
Microsoft Office, Press Releases, Dance, Brand Management, Marketing, Journalism, Editing, Speech Writing, Newsletters, Social Media
Education
Roosevelt University 1994 — 1996
Master's, Journalism
University of Wisconsin-La Crosse 1985 — 1989
Bachelor of Science, Sociology
Cengage Learning May 2013 - Present
Cengage Learning December 2010 - May 2013
Cengage Learning June 2010 - December 2010
Morningstar 2000 - 2009
John Nuveen & Company 1999 - 2000
Scudder Kemper Investments 1996 - 1999
Allstate Insurance Company 1989 - 1996
Skills
Product Management, Strategic Partnerships, Multi-channel Marketing, Online Advertising, Email Marketing, B2B, Business Strategy, Project Management, Direct Marketing, E-commerce, Strategy, Market Research, Lead Generation, Web Analytics, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1985 — 1989
Business, Marketing
Berkshire Hathaway HomeServices California Properties February 2014 - Present
Alger & Associates June 2008 - February 2014
Windermere Real Estate March 2011 - February 2013
By Referral Only October 2003 - March 2008
FutureWork Institute September 2005 - August 2007
EMPACT- Suicide Prevention Center May 2002 - February 2003
Scudder Kemper Investments March 1994 - February 2002
Skills
Coaching, Leadership Development, Public Speaking, Team Building, Organizational..., Training, Change Management, Real Estate, Leadership, Customer Retention, Business Coaching, Sales, Strategic Planning, Recruiting, Management, Selling, Project Management, Business Development, Program Management, Employee Training, Human Resources, Time Management, Budgets, Community Outreach, Fundraising, Workshop Facilitation, Networking, Marketing, Call Centers, Strategy, Customer Service, Entrepreneurship, Employee Relations, Organizational...
Education
San Diego State University-California State University 1990 — 1992
M.Ed, Education
University of California, Irvine 1985 — 1989
B.A., Psychology
Dimensional Insight December 2007 - Present
Cayenne Studio Marketing Communications August 2002 - December 2007
Companies in Boston, MA September 1997 - August 2001
Scudder Kemper Investments 2000 - 2001
McCabe & Duval/Directworks September 1996 - September 1997
Skills
SaaS, Branding & Identity, Advertising, Creative Strategy, Marketing Communications, Email Marketing, Online Marketing, E-commerce, Business Development, Digital Marketing, Direct Marketing, Product Marketing, Collateral, Business Intelligence, Corporate Identity, Art, Logo Design, Demand Generation, Marketing, Illustrator, Lead Generation, Corporate Communications, Direct Mail, Marketing Strategy, B2B, Social Media Marketing, SEO
Education
Suffolk University 2009 — 2011
MBA, Management
Kent State University
BA, Graphic Design
PrismHR April 2014 - Present
Howard/Stein-Hudson Associates, Inc. February 2008 - April 2014
Revenue Solutions, Inc. March 2006 - November 2007
The Hartford Insurance Group April 2001 - December 2004
Scudder Kemper Investments July 1996 - May 2000
Warren, Gorham and Lamont July 1995 - July 1996
WearGuard 1990 - 1995
Education
Albertus Magnus College 1986 — 1990
BA, I/O Psychology
Daniel Hand High School 1978 — 1982
College Prep
NetSuite July 2015 - Present
NetSuite March 2015 - Present
NetSuite July 2013 - Present
IBM August 2003 - July 2013
IBM August 2002 - March 2006
IBM August 2000 - September 2002
Mainspring November 1999 - August 2000
Scudder Kemper Investments February 1998 - November 1999
Skills
Development Tools, RFP, Requirements Analysis, Proposal Writing, Team Leadership, Team Management, Technical Writing, Procurement, Project Planning, Quality Assurance, Pre-sales, Management, Leadership, Project Management, Enterprise Software, Sales Process, Solution Selling
Education
Northeastern University 1994 — 1995
Criminal Justice
Quincy Community College 1996 — 1996
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
MIB Group, Inc. March 2013 - Present
SAIC June 2009 - March 2013
State Street Bank July 2001 - February 2009
Scudder Kemper Investments 2000 - 2001
Infinium Software, Inc. July 1994 - July 2000
TechWrite Documentation, Inc. February 1988 - July 1996
Northrop Grumman Precision Products Division 1988 - 1989
Fibronics International, Inc. January 1986 - July 1988
General Electric Company July 1981 - January 1986
Skills
Senior Technical Writer, Network Administration, Aviation Equipment..., Email Administration, Desktop Publishing, XML, Military Standards, Finance Application..., Medical Application..., Applications, Visio, Technical Writing, Software Documentation, Military, Leadership, Management, Manuals, Outlook, Project Management, Quality Assurance, Requirements Analysis, SharePoint, Technical Documentation, Technical Support, Training, Troubleshooting, Windows 7
Education
Northeastern University 1997 — 1999
Certificate Program, Networking
Emerson College 1983 — 1985
M.A., Professional Writing
Bridgewater State College 1976 — 1978
B.A., English
Additional Coursework
Brandes Investment Partners July 2009 - Present
Brandes Investment Partners L.P. September 2007 - July 2009
Brandes Investment Partners L.P. July 2001 - September 2007
Scudder Weisel Capital LLC November 2000 - April 2001
Scudder Kemper Investments October 1998 - November 2000
Skills
Mutual Funds, Corporate Actions, Securities, Corporate Governance, Investments, Proxy Voting, Equities, Data Analysis, Investment Strategies, Financial Risk, Investment Management, Financial Services, Bloomberg, Emerging Markets, Financial Analysis, Asset Management, Portfolio Management, Fixed Income, Capital Markets, Financial Markets, Equity Research, Compliance, Bonds, SEC filings, Investment Policy..., Operational Risk..., Dividends, Socially Responsible..., ESG
Education
National University
MS, E-Commerce
Colorado Mesa University 1983 — 1989
BBA, Management
Boston Children's Hospital January 2014 - Present
Simmons College June 2007 - January 2014
Investors Bank & Trust 2006 - 2007
Boston Financial Data Services 2005 - 2006
Boston Financial Data Services 2004 - 2005
Federated Investors, Inc. 2002 - 2004
Federated Investors 1999 - 2002
Scudder Kemper Investments 1996 - 1999
Skills
Public Relations, Program Development, Higher Education, Clinical Research, Event Planning, Fundraising, Data Entry, Student Development, Student Affairs, Analysis, Leadership
Education
Simmons School of Management 2011 — 2013
Master's degree, Communications Management
Clark University 1978 — 1982
Bachelor of Arts (BA), Psychology
RMG Networks Holdings 2013 - Present
Trading Advantage LLC 2012 - 2012
CIFC 2011 - 2012
Deerfield Capital Corp. 2004 - 2011
Scudder Kemper Investments 1988 - 2000
Skills
Investments, Financial Analysis, Private Equity, Valuation, Corporate Finance, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Equities, Finance, Financial Markets, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Management, Leveraged Finance, Loans, Mergers, Mutual Funds, Portfolio Management, Restructuring, Risk Management, Securities, Series 7, Structured Finance, Strategic Financial..., Trading, Venture Capital
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA
University of Southern California 1975 — 1979
AB
Hines Supply May 2015 - Present
Rana USA,(a subsidiary of Pastificio Rana, S.p.A.) October 2012 - April 2015
PolyScience January 2011 - October 2012
Newly Weds Foods August 2009 - March 2010
The Academic Approach April 2007 - March 2009
The Eli's Cheesecake Company April 2005 - March 2007
The Salvation Army ARC April 2004 - April 2005
Crown Consolidated Industries March 2001 - April 2004
Ticketmaster 2000 - 2001
Scudder Kemper Investments 1997 - 2000
Skills
Performance Management, Employee Training, Employee Relations, HRIS, Recruiting, Project Management, Training, Human Resources, Succession Planning, Customer Service, Personnel Management, Deferred Compensation, Benefits Administration, Leadership, New Hire Orientations, Policy, Employee Benefits, FMLA, Strategy, Management, Time Management, Talent Management, Onboarding
Education
DePaul University 2004 — 2004
Human Resources Management Certification
Illinois State University 1986 — 1991
Bachelors, Sociology/Psychology
State Street Corporation June 2010 - Present
State Street 2010 - Present
State Street July 2001 - June 2010
State Street Corporation August 1999 - July 2001
Scudder Kemper Investments October 1997 - August 1999
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Accounting, Middle Office, Fund Administration, Hedge Funds, Securities, Corporate Actions, Swaps, Securities Lending, FX Options, Capital Markets, Portfolio Management, Trading Systems, Global Custody, Alternative Investments, Asset Managment, Financial Services
Education
University of Massachusetts Dartmouth 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saint Leo University 1989 — 1991
Business Administration and Management, General
CIBC World Markets 1999 - 2001
Scudder Kemper Investments 1995 - 1999
Brown Brothers Harriman 1994 - 1995
UPS 1992 - 1994
Education
The College of New Jersey 1987 — 1992
B.S.
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
JBS Partners, Inc. October 2002 - Present
Performix Technologies February 2002 - October 2002
Scudder Kemper Investments July 1998 - October 2000
Four Seasons November 1990 - April 1994
Skills
Web Design, Project Management, Consulting, Photography, Networking, Strategic marketing, Search marketing, Content Creation, Website hosting, WordPress, NationBuilder, PPC Campaign management, Blog Migration, Website Migration, Website Moving, Blog Moving, Migrate to WordPress, Migrate to NationBuilder, Move to WordPress, Move to NationBuilder, SEO Audit, SEO, Websites, Wordpress, Blogging, Marketing Strategy, SEM, Content Strategy, PPC, Social Media Marketing, Social Media, E-commerce, Entrepreneurship, Marketing, Social Networking, Web Analytics, Lead Generation, Start-ups, Web Hosting, Web Development, User Experience, Digital Marketing, Email Marketing, Brand Development, Google Analytics, Google Adwords, Creative Direction, Online Marketing, Mobile Marketing, Organic Search
Education
Clark University 1997 — 1997
MCSE, Computer Networking
Principia College 1982 — 1986
BA, History
Tocci & Lee, LLC January 2014 - Present
Tocci, Goss & Lee March 2007 - January 2014
The Community Builders, Inc. 2006 - 2007
MFS September 2000 - September 2003
New England Financial 2000 - 2001
Boston Federal Reserve Bank June 1999 - September 2000
Scudder Kemper Investments 1998 - 2000
Scudder 1996 - 1997
Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis
Education
Suffolk University Law School 2003 — 2006
J.D., International Law Concentration
Lesley University 1998 — 2000
Masters, Business Management
Bridgewater State University 1989 — 1994
BS, Psychology and Education
Factor 21 September 1999 - Present
ProFund Advisors LLC December 2005 - March 2010
Unilever 2002 - 2002
Rapp Collins 2000 - 2001
Scudder Kemper Investments April 1997 - January 2000
Management Science Associates, Inc. 1993 - 1997
Skills
Direct Marketing, Database Marketing, SAS, Segmentation, Consumer Insights, Customer Insight, Business Intelligence, CRM, Data Analysis, Web Analytics, Analysis, Predictive Modeling, Customer Analysis, Market Research, Predictive Analytics, Analytics, Integrated Marketing, Business Analytics, Online Marketing, Statistics, Statistical Modeling, Data Mining, SAS programming, Big Data, Decision Trees, Cluster Analysis, Logistic Regression, Data Warehousing, Strategy, Data Management, Customer Acquisition, Product Management, Linear Regression, Customer Intelligence, SEM, Multi-channel Marketing, Loyalty Marketing, Data Science, Marketing Mix Modeling, Brand Loyalty, Multivariate Statistics, Email Marketing, Thought Leadership, Requirements Gathering, Operations Research, Competitive Intelligence, E-commerce, Business Analysis, Marketing Analytics, Data Modeling
Education
London School of Economics and Political Science, U. of London
MSc., Statistics/Demography
University of Michigan
Post-Grad, Survey Research
Boston University
Bachelor of Arts (BA)
Illumina March 2015 - Present
Illumina October 2012 - Present
Tekworks June 2011 - January 2012
Verenium January 2011 - March 2011
Biogen Idec 2009 - January 2011
Biogen Idec, Inc 2005 - 2009
Biogen 2002 - 2005
Scudder Kemper Investments 1998 - 2001
EDS 1995 - 1998
Skills
Program Management, Operations Management, Business Analysis, Vendor Management, Process Improvement, Unified Communications, Customer Relations, Budgeting, Integration, Contract Negotiation, Problem Solving, Mergers, Litigation Support, Cross-functional Team..., Cisco, Windows, Team Leadership, Customer Service, Video Conferencing, ITIL, IT Management, Budgets, IT Project & Program..., Technical Support, Security, Project Management, SaaS, Leadership, CRM, Business Process, Software Documentation, Team Building, Information Technology, Analysis, Visio, Infrastructure, Data Center, IT Strategy, SharePoint, Consulting, Disaster Recovery, Troubleshooting, Business Intelligence, Project Portfolio..., PMP, IT Operations, SDLC
Education
University of California, San Diego 2011 — 2011
Biofuels Science Certification (Analytical Chemistry Track), Biofuels Science Certification Program
Merrimack College
BS Business Administration, Finance
State Street November 2013 - Present
State Street 2010 - November 2013
Deutsche Bank October 1997 - October 2010
GorillaToolz.com August 2007 - March 2008
Ruby Digital January 2001 - April 2004
Scudder Kemper Investments 1997 - 2002
Darby Group June 1997 - October 1997
Massa Computer Corporation January 1997 - July 1997
Sheridan Software Systems December 1994 - June 1997
Syntra Limited June 1993 - December 1994
Skills
Sybase, C#, .NET, XML, Oracle, Microsoft SQL Server, Fund Accounting, ASP.NET, Asset Managment, SIMCORP Dimension, Fixed Income, SQL, Software Development, Enterprise Architecture, Business Analysis, Program Management, Unix, System Architecture, C++, Requirements Analysis, Database Design, Testing, Data Warehousing, Visual Basic, Databases, SDLC, Requirements Gathering, Systems Analysis, IIS, Equities, Derivatives, Design Patterns, Options, Software Design, VB.NET, Java, Object Oriented Design, Virtualization, Visual Studio, Architectures, Asset Management
Education
New York Institute of Technology 1993 — 1996
Masters of CS, Computer Programming/Math Minor
Saint John's University 1989 — 1993
Bachelor of Science, Computer Science
Oracle April 2015 - Present
Turn March 2014 - April 2015
Turn August 2011 - February 2014
Trulia March 2009 - August 2011
Trulia September 2007 - March 2009
IBM August 2006 - June 2007
IBM July 2000 - July 2006
Scudder Kemper Investments May 1999 - July 1999
Northern Illinois University 1998 - 1999
Amoco May 1998 - July 1998
Skills
Java, SQL, Online Advertising, Sales Engineering, Solution Architecture, Pre-Sales Technical..., DMP, DSP, Digital Media, PHP, XML, Linux, DB2, Analytics, Software Development, Oracle, Databases
Education
Northern Illinois University 1996 — 2000
B.S., Computer Science
Wellington Management Company, LLP February 2006 - Present
Charles River Development April 2002 - January 2006
Tucker Anthony 2001 - 2002
PricewaterhouseCoopers 1999 - 2000
Scudder Kemper Investments 1996 - 1999
Education
Bentley University 1992 — 1996
1996, Finance
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Pearson January 2015 - Present
Pearson April 2011 - January 2015
Pearson April 2009 - April 2011
Pearson April 2004 - April 2009
Pearson June 2001 - April 2004
Pearson plc 1999 - June 2001
Scudder Kemper Investments 1998 - 1999
American Management Systems, Inc 1997 - 1998
Skills
E-Learning, Management, Requirements Gathering, Mathematics Education, Quality Assurance, Educational Technology, Instructional Design, Content Development, Distance Learning, Publishing, Curriculum Development, Academic Publishing, Content Management, Textbooks, Change Management, Product Management, Project Management, Online Publishing, Specifications, Program Management, Technical Writing, Software Project..., Ebooks, Integration, Learning Management..., Content Strategy, Learning Management, Instructional Technology, Product Development, Editorial, Leadership, Digital Media, Software Documentation
Education
Knox College 1993 — 1997
BA
Linguistic Systems, Inc. December 2014 - Present
Columbia Management July 2013 - January 2014
Blue Cross Blue Shield of Massachusetts March 2012 - March 2013
Mercer January 2010 - November 2011
Lewtan Technologies February 2007 - January 2010
OneSource Information Services 2006 - 2007
Lifeline Systems August 2003 - May 2006
Charles River Associates September 2001 - May 2003
Benchmarking Partners November 1998 - May 2001
Scudder Kemper Investments October 1992 - November 1998
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Direct Marketing, Competitive Analysis, Online Marketing, Start-ups, Product Marketing, Product Management, Program Management, Project Management, Brand Management, Corporate Communications, Budgets, Event Planning, Business Development, Public Relations, SEO, Lead Generation, CRM, Strategic Planning, Project Planning, New Business Development, Social Media, New Media, Business Strategy, Marketing, Management, Strategic Communications, Copywriting, Marketing Management, Business Planning, Sales, Email Marketing, Strategy, Market Research
Education
Design Management Institute, Boston Massachusetts
Emerson College
Master, Business and Organizational Communications
Harvard University
Marketing Communications, Business to Business Marketing, Business to Consumer Marketing
University of Puerto Rico
Bachelor, Business Administration
University of Puerto Rico
Bachelor of Arts, English Literature
EMC Corporation July 2006 - September 2015
SUN MICROSYSTEMS (FORMERLY STORAGETEK) July 2005 - July 2006
MCDATA CORPORATION (PREVIOUSLY CNT CORPORATION) September 2003 - June 2005
Platypus Technogies, Ltd October 2001 - July 2003
GIANTLOOP NETWORK INC 2000 - 2001
IXL.COM (AKA TESSERA ENTERPRISE SYSTEMS INC) 1998 - 2000
Scudder, Kemper Investments 1995 - 1998
Chubb Insurance 1992 - 1994
Skills
Storage Area Networks, Storage, Cloud Computing, Enterprise Software, Disaster Recovery, Enterprise Storage, NAS, SAN, Storage Virtualization, Virtualization, Cloud-based, Professional Services, Pre-sales, Data Center, Enterprise Architecture, Solution Selling, SaaS, Integration, IT Strategy, Infrastructure
Education
University of Alaska Anchorage 1979 — 1982
Computer Science
Insurance Auto Auctions September 2011 - Present
Zurich Insurance October 2004 - September 2011
Human Capital Management Solutions May 2004 - October 2004
Reed Business Information March 2002 - April 2004
Remedy Corporation July 1999 - December 2001
Apropos Technology February 1999 - June 2000
Scudder Kemper Investments May 1997 - February 1999
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Business Requirements, Visio, Software Project..., Solution Architecture, Software Development, Business Process..., Process Improvement, Vendor Management, Agile Methodologies, Business Intelligence, PMO, Waterfall, Microsoft SQL Server, User Acceptance Testing, Systems Analysis, Integration, Software Documentation, Testing, Data Warehousing, SharePoint, SQL, SOA, Requirements Management, IT Strategy, Scrum, Enterprise Architecture, Agile Project Management, Quality Center, Gap Analysis, PMP, Project Portfolio..., Leadership
Education
Northern Illinois University - College of Business 1993 — 1997
Bachelor's of Science, Operations Management Information Technology
Verndale January 2012 - Present
Verndale November 2005 - August 2012
Solid Sense Inc. June 2003 - October 2005
Scudder Kemper Investments June 1999 - August 2002
Skills
ASP.NET, JavaScript, SQL, C#, AJAX, Agile Methodologies, Lucene, CSS, Web Development, LINQ, XML, Microsoft SQL Server, jQuery, .NET, Web Services, Web Applications, Software Development, Subversion, ASP.NET MVC, XSLT, IIS, Technology Management, Git, Visual Studio, Sitecore, Management, Enterprise Architecture, Scrum, CMS, HTML 5, MySQL
Education
Boston University 1995 — 1999
B.A., Computer Science
Deutsche Asset & Wealth Management June 2002 - March 2014
Scudder Kemper Investments 1996 - May 2002
Kemper Financial Services 1986 - 1995
Skills
Sybase, SDLC, Business Analysis, Vendor Management, IT Strategy, Asset Management, Software Project..., Fixed Income, Asset Managment, Project Management, Financial Services, Software Development, Risk Management, Business Intelligence, Agile Methodologies, Requirements Gathering, Enterprise Architecture, Requirements Analysis
Education
DePaul University 1985 — 1986
B.S., Computer Information Systems
The University of Texas at Austin 1974 — 1977
Pre-Medicine/Pre-Medical Studies
Northern Trust May 2003 - Present
Strong Capital Management November 2000 - May 2003
Scudder Kemper Investments 1992 - 2000
Stein Roe & Farnham August 1987 - August 1992
Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1987
MBA, Finance
University of Rhode Island 1981 — 1983
BS, Finance
Joliet West - Go Tigers!
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Kramer Levin Naftalis & Frankel LLP July 2011 - September 2013
Scudder Kemper Investments 1997 - 1999
Skills
Computer Hardware, Active Directory, Servers, Hardware, Blackberry Enterprise..., XP, Windows Server, VMware, DNS, Citrix, System Administration, Blackberry, Troubleshooting, Printers, Group Policy, Windows XP, Disaster Recovery, Windows, Software Documentation, Windows 7, Laptops, Data Center, OS X, Lotus Notes, IIS, Antivirus, Help Desk Support, Mac OS, Microsoft Office, iOS, iPad Support
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
eMusic June 2010 - Present
UNFPA July 2009 - June 2010
IconNicholson May 2005 - December 2008
Marsh Inc. 2000 - 2005
Scudder Kemper Investments 1997 - 2000
Skills
Java, Java Enterprise Edition, PHP, Software Development, Android Development, jQuery, XML, VBA, JavaScript, HTML, Agile Methodologies
Education
Baruch College, City University of New York (CUNY)
Deutsche Bank DirectorDeutsche Bank2005 - Present
Merrill Lynch 1997 - 2005
Scudder Kemper Investments 1992 - 1995
Kemper Financial Services 1990 - 1994
Education
Duke University - The Fuqua School of Business 1995 — 1997
University of Vermont 1988 — 1992
Red Hat March 2011 - Present
Novell March 2004 - March 2011
Novell, Inc. March 1999 - March 2004
Scudder Kemper Investments 1997 - 1999
Scudder, Kemper Investments March 1997 - December 1998
JP Morgan 1994 - 1996
First Empire Securities, Inc August 1991 - March 1994
Environment Research Information 1989 - 1991
Skills
Servers, Novell, Systems Management, Virtualization, LDAP, High Availability, Cloud Computing, Suse, Cluster, Storage, Open Source, Xen, Bash, Linux, Identity Management, Enterprise Architecture, Enterprise Software, Integration, Operating Systems, Pre-sales, VMware ESX, VMware, Data Center, SaaS, RedHat, Red Hat Linux
Education
Polytechnic University 1983 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Wellington Management Company September 2003 - Present
Genzyme April 2002 - September 2003
Scudder Kemper Investments December 1994 - April 2002
Houghton Mifflin Company June 1993 - December 1994
Boston Financial Data Services September 1989 - June 1993
Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning
Education
Northeastern University 1989 — 1990
MA
Skidmore College 1985 — 1989
BA
The Field School 1981 — 1985
HS
Business Intelligence Advisors November 2010 - Present
Business Intelligence Advisors August 2003 - October 2010
Putnam Investments January 2000 - July 2003
Putnam Investments July 1998 - December 1999
Scudder Kemper Investments September 1995 - June 1998
Education
Babson College
MBA
Simmons College
MLS
University of Southern Maine
B.S., Elementary Education
Fidelity Investments 2010 - Present
Bank of New York Mellon April 2006 - January 2009
Oechsle International Advisors December 1999 - April 2006
Scudder Kemper Investments July 1997 - November 1999
Scudder, Stevens, & Clark February 1996 - June 1997
Scudder, Stevens, & Clark August 1994 - January 1996
State Street Bank November 1992 - July 1994
Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis
Education
Bentley University 1988 — 1992
Central Catholic 1984 — 1988
TIAA-CREF March 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2001 - 2005
Scudder Kemper Investments 1998 - 2001
Bronner Slosberg Humphrey 1997 - 1997
Northwest Airlines 1994 - 1997
Skills
Cross-functional Team..., Product Management, Strategy, Product Marketing, CRM, Marketing Strategy, Program Management, Market Research, Direct Marketing, Business Analysis, Analytics, Integrated Marketing
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Middlebury College
B.A.
Boston Medical Center Healthnet Plan July 2008 - Present
Clean Harbors September 2003 - July 2008
Putnam Investments August 2002 - September 2003
Deutsche Asset Management June 2001 - July 2002
Scudder Stevens & Clark 1997 - 2002
Scudder Kemper Investments June 1997 - June 2001
PC-PLUS Technologies, Inc. January 1993 - June 1997
Skills
VMware ESX, Fibre Channel, SAN, Cloud Computing, Cisco Technologies, Servers, Citrix, Windows Server, VDI, Data Center, EMC Storage, Integration, Dell PowerEdge Servers, Active Directory, Hardware, VMware Infrastructure, Microsoft Exchange, VMware, Operating Systems, Management, Infrastructure, Switches, DNS, Technical Support, Group Policy, Network Administration, Networking, Enterprise Architecture, Enterprise Software, SCCM, Compellent, vSphere, ESXi, QSI, Trizetto, Brocade Fibre Switches, Arista, Cisco IOS, DHCP, DNS Server, Print Servers, RSA Security
Education
Boston University 1994 — 1995
Novell/LAN Certification
Northeastern University 1988 — 1993
MIS
Rockland Trust Company May 2002 - Present
International Cycling 2005 - 2010
Zurich Scudder Investments 2000 - 2002
Scudder Kemper Investments 1997 - 2000
Skills
Process Improvement, Risk Management, Project Management, Microsoft Excel, Banking, Customer Service, Access, Change Management, SQL, SDLC, Microsoft Office, SharePoint, Microsoft Word, Data Analysis, Strategic Planning, Business Analysis, Software Documentation, Human Resources, Vendor Management, Financial Reporting, Visio, Analysis, Program Management, Requirements Gathering, Business Intelligence, Databases, Requirements Analysis, Team Leadership, Business Process..., Quality Assurance, Troubleshooting, Security, Project Planning, Analytics, Microsoft SQL Server
Education
Quincy College 1998 — 2002
A.S., Computer Science
Stoughton High School 1982 — 1986
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Putnam Investments December 2000 - February 2009
Scudder Kemper Investments 1993 - 1999
Scudder Investments 1993 - 1999
Skills
Sales, Mutual Funds, Series 63, Relationship Management, Financial Services, Series 7, Securities, Customer Service, Asset Managment, Asset Allocation, Investments, Equities, Risk Management, Asset Management, Fixed Income, Wealth Management
Education
Tufts University 1977 — 1981
Business Interiors by Staples September 2012 - Present
Business Interiors by Staples August 2002 - Present
Framingham Auxiliary Police 1995 - 2008
Fiske Lawn & Landscape August 2001 - August 2004
Abt Associates January 2001 - August 2001
Scudder Kemper Investments 1987 - 2001
Camp Wabun 1979 - 1981
Skills
Purchasing, Customer Satisfaction, Training, Process Improvement, Sales, Customer Service, Troubleshooting, Sourcing, Management
Education
Colby College 1982 — 1986
BA, Psychology
The Rivers School 1978 — 1982
TIAA-CREF April 2008 - Present
AIG Global Investment Group 2002 - 2008
Lovells 2001 - 2002
Scudder Kemper Investments 1999 - 2001
Hoffinger Friedland Dobrish & Bernfeld May 1996 - 1999
Goodman Goodman & Jurist 1992 - 1996
Education
Hofstra University 1989 — 1993
Adelphi University
Paralegal Certificate, Paralegal
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
TIAA-CREF October 2014 - Present
TIAA-CREF January 2005 - Present
State Street Corporation 2003 - 2005
Deutsche Asset Management 1995 - 2003
Scudder Kemper Investments 1995 - 1999
Education
Providence College 1987 — 1991
Finance
Volunteer at local schools September 2010 - October 2012
State Street Bank January 1998 - December 2005
Scudder, Stevens & Clark 1996 - 1999
Scudder Kemper Investments September 1996 - December 1997
Skills
Process Improvement, Mutual Funds, Budgets, Leadership, Forecasting, Youth Development, Microsoft Excel, Project Management, Spreadsheets, Financial Services, Training, Managerial Finance, Event Management, Research, Presentations, Social Media, Accounting, Business, Team Building, Risk Assessment
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Accounting, Finance
Ernst and Young July 2011 - Present
Ernst and Young LLP January 2009 - August 2011
Ernst and Young LLP 2006 - 2009
Eaton Vance January 2000 - June 2005
Scudder Kemper Investments September 1998 - January 2000
Skills
Hedge Funds, Capital Markets, Due Diligence, Securities, Financial Analysis, Private Equity, Asset Managment, Corporate Finance, Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Accounting, SEC filings, Strategic Planning, Project Management, Process Improvement, Compliance, Dodd-Frank, Fund Administration, Prime Brokerage, Investor Relations, Middle Office, Back Office, Asset Management
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, MBA
Providence College 1994 — 1998
BS, Business Management
HarbourVest Partners October 2014 - Present
HarbourVest Partners November 2012 - October 2014
HarbourVest Partners November 2008 - November 2012
HarbourVest Partners November 2005 - November 2008
MFS Investment Management September 1999 - November 2005
Scudder Kemper Investments 1998 - 1999
Skills
Budgets, Management, Financial Modeling, Mutual Funds, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
Trinity College-Hartford 1995 — 1998
BA, Economics
Gallagher Bassett Services, Inc. September 2007 - Present
On Point Technology, Inc January 2003 - September 2007
BP/Amoco September 2000 - January 2003
Analysts International Corp August 1996 - January 2003
Navistar International January 2000 - August 2000
Scudder Kemper Investments August 1996 - January 2000
Protection Mutual Insurance Co. August 1995 - August 1996
Protection Mutual Ins Co June 1994 - July 1995
Premium Plastics, Inc November 1993 - June 1994
Skills
Agile Methodologies, Software Development, SDLC, Databases, Microsoft SQL Server, ASP.NET, SharePoint, IIS, SQL, Requirements Gathering, .NET, Vendor Management, Crystal Reports, Visual Basic, VB.NET, JavaScript, Oracle, Testing, Database Design, Visual Studio, Requirements Analysis, Business Analysis, Software Documentation
Education
Roosevelt University 1994 — 1996
Bachelor of Science, Computer Information Sciences
University of Illinois at Chicago 1991 — 1994
Computer Science & General Engineering Coursework
Elgin Community College 1988 — 1991
General Education
Streamwood High School
Wayne Hummer Investments Regional Sales ManagerWintrust Wealth Management2004 - Present
Scudder Investments 1985 - 2004
Scudder Kemper Investments 1985 - 2002
Education
Southern Methodist University 1979 — 1983
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Neuberger Berman December 2002 - Present
Northern Trust Company May 1999 - November 2002
Scudder Kemper Investments November 1995 - April 1999
Northern Trust Company April 1993 - November 1995
Texas Commerce Bank May 1989 - April 1993
Rotan Mosle/PaineWebber December 1987 - May 1989
Ryder System June 1986 - October 1987
Skills
Equities, Change Management, Portfolio Management
Education
University of Chicago 1984 — 1986
MBA, Finance
Brown University 1980 — 1984
B.A, Economics
Wheaton North High School
Advanced Billing Services, Inc. February 2011 - Present
Education Opportunity Center of Westchester Community College 2009 - 2011
Scudder Kemper Investments January 1997 - February 1998
Scudder Investments January 1992 - December 1996
Scudder Investments July 1989 - January 1992
Kaye Scholer LLP January 1987 - July 1989
Mitsui & Co., Ltd. January 1984 - January 1987
Skills
Employee Relations, Deferred Compensation, Training, Recruiting, PeopleSoft, Payroll, New Hire Orientations, Succession Planning, HR Policies, Applicant Tracking..., Management, Temporary Placement, FMLA, Workforce Planning, Screening Resumes, HR Consulting, Employee Training, Benefits Negotiation, Technical Recruiting, College Recruiting, Time Management, Career Development, Hiring, Leadership, Resume Writing, Interviews, Sourcing, Personnel Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
MS, Industrial/Organization Psychology
University at Albany, SUNY 1979 — 1983
BA, Psychology, Business
Verita Consulting January 2015 - Present
SPECTREM GROUP August 2001 - December 2014
SCUDDER KEMPER INVESTMENTS January 1994 - April 2001
Skills
Mergers, Budgeting, Forecasting, Due Diligence, Management Consulting, Strategic Planning, Budgets, Mergers & Acquisitions, Business Analysis, Competitive Analysis, Business Planning, Strategy, Financial Modeling, Management, Valuation, Finance, Analysis, Project Management, Financial Analysis
Education
DePaul University 1989 — 1993
Bachelor of Science, Finance and Accounting
Company Confidential November 1993 - Present
Company Confidential 1993 - Present
Company Confidential 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Zurich Scudder Investments 2001 - 2003
Scudder Kemper Investments 1993 - 2003
Zurich Scudder Investments 1999 - 2000
DST Systems 1988 - 1993
DST Systems 1988 - 1993
Education
Longview Community College 1993 — 1996
Associates, Economics / Accounting
St. Mary's High School 1984 — 1988
Nativity of Mary 1975 — 1983
T3 Trading Group, LLC June 2012 - Present
Gannett Welsh & Kotler 2010 - 2012
Gannett Welsh & Kotler 2008 - 2012
Gannett Welsh & Kotler 2002 - 2008
Gannett Welsh & Kotler 2000 - 2002
Scudder Kemper Investments 1998 - 2000
Scudder Kemper Investments 1998 - 1998
Investors Bank & Trust 1996 - 1998
Take A Break Student Travel 1994 - 1994
Hear Music 1991 - 1993
Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Northeastern University 1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship
Millis High School 1986 — 1990
Sallie Mae November 2011 - Present
Vantage Deluxe World Travel November 2009 - September 2011
Blue Cross Blue Shield of Massachusetts September 2003 - June 2009
W.A. Wilde 2002 - 2003
Massachusetts Financial Services January 2000 - May 2002
Scudder Kemper Investments January 1998 - January 2000
Skills
Analysis, Marketing Communications, Team Leadership, Management, Project Management, PowerPoint, Leadership, Microsoft Office, Cross-functional Team..., Marketing, Budgets, Event Management, Advertising, Program Management, Quality Assurance, Time Management, Operations Management, Integrated Marketing, Process Improvement, Account Management, Event Planning
Education
Cambridge College 2009 — 2011
Masters, Management
Eastern Nazarene College 1991 — 1993
BS, Business Administration
Aquinas Jr College
Associates, Legal
Massachusetts Bay Community College
Liberal
Oneshield 2009 - Present
Sun Microsystems 2006 - 2008
Storability Software 2000 - 2006
Scudder Kemper Investments 1999 - 2000
Education
Dublin City University
BS Honors, Computer Applications, Computer Applications
iCoachNewYork September 2002 - Present
Executive Coaching & Management Consulting September 1986 - Present
Scudder Kemper Investments 1996 - 2002
Lee Hecht Harrison 1981 - 1999
Skills
Executive Coaching, Executive Transition..., Leadership Development, Executive Coach...
Education
Columbia University School of Social Work
MSW, Social Welfare
Drew University
BA, Sociology
The Graduate Center, City University of New York
Social Welfare Policy
JPMorgan Asset Management May 2012 - Present
JP Morgan Asset Management 2003 - Present
JPMorgan Asset Management November 2003 - April 2012
Zurich Scudder Kemper 1998 - 2003
Scudder Kemper Investments 1997 - 2003
Zurich Scudder Investments 1997 - 2002
Travelers Insurance Co 1983 - 1993
The Travelers Companies 1983 - 1993
Travelers Group/Citigroup/Travelers Life 1983 - 1993
Travelers 1983 - 1993
Education
Providence College 1966 — 1970
BS, Account
State Street Corp. March 2003 - Present
Scudder Kemper Investments 1998 - 2003
Fleet Bank 1992 - 1998
Skills
Mutual Funds, Financial Reporting, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Asset Management, Bloomberg, Financial Modeling, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Management
Boston University Questrom School of Business
BS, Accounting, Finance
Silvercrest Asset Management Group LLC June 2015 - Present
Jamison Eaton & Wood September 2003 - Present
Rita Allen Foundation March 2003 - Present
Deustche Bank Asset Management 2002 - 2003
Scudder Kemper Investments 1998 - 2001
Scudder Stevens & Clark April 1983 - December 1997
Skills
Hedge Funds, Equities, Portfolio Management, Fixed Income, Asset Management, Investments, Alternative Investments, Asset Allocation, Private Equity, Series 7, Wealth Management, Valuation, Investment Management, Mutual Funds, Series 63, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Trinity College-Hartford 1973 — 1977
BA, Philosophy/Psychology
John Hancock Relationship ManagerAdministrative Management Group2000 - 2002
Administrative Management Group 2000 - 2002
Kemprt Retirement Plans 1987 - 2000
Scudder Kemper Investments 1986 - 2000
Education
Kalamazoo College 1972 — 1976
BA, Biology, Chemistry
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
University of Chicago Booth School of Business June 2010 - Present
Goldman Sachs January 2001 - Present
Scudder-Kemper Investments December 1998 - June 2000
Skills
Series 7, Series 66, Illinois Life Insurance..., Wealth Management
Education
University of Chicago 2010 — 2013
Master of Business Administration (MBA), Economics, Entrpreneurship, Finnce, International Business
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
Cordis September 2010 - Present
Arjo Huntleigh September 2009 - May 2011
Huntleigh Healthcare 2005 - 2009
TIB Mol Biol (Molecular Biology) June 2003 - July 2005
Ernst & Young, LLP May 2002 - October 2002
Arthur Andersen, LLP June 2001 - May 2002
Scudder Kemper Investments February 1997 - May 1999
Skills
Medical Devices, Capital Equipment, Analytics, Market Development, Cross-functional Team..., Forecasting, Orthopedic, Product Launch, Competitive Analysis, Selling, Hospitals, Sales Operations, Contract Negotiation, Product Development, Sales Effectiveness, Management, Healthcare, Business Development, Cardiology, Market Analysis, Operating Room, Market Research, Strategy, Pricing, Sales
Education
Boston College
BA, International Studies
Columbia University - School of International and Public Affairs
MA, International Economic Policy
Prudential Financial August 2015 - Present
Putnam Investments (Empower Retirement after 1/1/15 merger w/JP Morgan & Great West) September 2002 - July 2015
Student Advantage January 2000 - October 2001
Scudder Kemper Investments September 1993 - December 1999
Health Management Resources March 1988 - May 1992
Skills
Email Marketing, Marketing Strategy, Account Management, Digital Marketing, Social Media, Marketing, Marketing Communications, Direct Mail, Creative Direction, Creative W, Creative Writing, Advertising, Management, Sales, Corporate Communications, Online Marketing, Public Relations, Lead Generation, Press Releases, Direct Marketing, Digital Strategy, Integrated Marketing, Copywriting
Education
Emerson College 1994 — 1998
MFA Creative Writing
Bates College 1983 — 1987
BA Political Science, Poli Sci, French
Kindred Healthcare July 2015 - Present
Allied Health Group September 2013 - July 2015
AMN Healthcare December 2012 - March 2013
Sagent Healthstaff January 2007 - March 2009
Access Nurses January 2006 - July 2006
EF Educational Tours 2000 - 2002
Scudder Kemper Investments 1999 - 2000
Skills
Recruiting, Sourcing, Talent Management, Human Resources, Employee Relations, HRIS, Process Improvement, Applicant Tracking..., Internet Recruiting, Job Fairs, Account Management, Screening Resumes, Microsoft Office, Management, Interviews, Talent Acquisition, Healthcare
Education
North Shore Community College 2009 — 2010
Nursing Prerequisites
Salem State University 1993 — 1998
BS, Business
WesCorp April 2000 - Present
Scudder Kemper Investments 1998 - December 1999
Farmers Insurance 1983 - 1998
Skills
Portfolio Management, Investments, Securities, Loans, Mergers & Acquisitions, Interest Rate Risk..., Banking, Risk Management, ALM, Financial Analysis, Credit, Fixed Income, Derivatives, Cash Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of California, Santa Barbara
Bus/Econ
Harding Loevner LP May 2010 - Present
Anton Investment Consulting October 2006 - May 2010
Merrill Lynch Investment Managers June 2000 - October 2006
Scudder Kemper Investments January 1986 - May 2000
Education
Cornell University - Johnson Graduate School of Management
MBA, General Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Marketing
OppenheimerFunds, Inc. April 2006 - Present
MFS Investment Management June 2004 - April 2006
Affiliated Managers Group January 2004 - June 2004
Fidelity Investments FMR Corp. August 1999 - January 2004
Scudder Kemper Investments January 1999 - July 1999
U.S. Securities and Exchange Commission September 1996 - December 1998
U.S. Securities and Exchange Commission July 1995 - September 1996
Rogers & Wells July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon September 1991 - July 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence
Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review
Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Newington High School 1979 — 1983
Microsoft November 2013 - Present
General Dynamics Information Technology February 2012 - November 2013
General Dynamics Information Technology December 2010 - February 2012
DynCorp International January 2009 - July 2010
SPAWAR Systems Center December 2003 - July 2009
Commander, U.S. Naval Forces, Europe (C4I) December 2000 - December 2003
Scudder Kemper Investments August 1999 - September 2000
University of Kansas October 1997 - June 1998
Skills
Military, DoD, Government Contracting, Security Clearance, Security+, Government, Information Assurance, Top Secret, Project Management, Security, Intelligence
Education
Bowie State University
MS, Management Information Systems
Bowie State University
MA, Public Administration
The University of Kansas
BA, Psychology
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2014 - Present
Blue Cross Blue Shield April 2007 - February 2014
Cook County February 2001 - April 2007
Scudder Kemper Investments September 1999 - February 2001
Skills
Internal Controls, Business Analysis, Process Improvement, Change Management, Financial Reporting, Auditing, Accounting, Financial Analysis, Internal Audit, Risk Assessment, Enterprise Risk..., Risk Management, Due Diligence, Financial Accounting, Analysis
Education
Robert Morris University - Illinois 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Federal Reserve Bank of New York May 2013 - Present
Federal Reserve Bank of New York August 2001 - April 2013
Scudder Kemper Investments 1995 - 2000
Skills
Finance, Capital Markets, Counterparty Risk, Credit Risk, Banking, Risk Management, Fixed Income, Bloomberg, Derivatives, Financial Risk, Market Risk, Equities
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Washington University in St. Louis 1989 — 1993
BA, economics
JN Phillips Auto Glass September 2002 - Present
JN Phillips Auto Glass September 2002 - Present
J.N.Phillips Glass Co. 2002 - Present
Sigrid Olsen June 1999 - September 2001
Sigrid Olsen June 1999 - September 2001
Scudder Kemper Investments September 1996 - June 1999
Scudder Kemper Investments September 1996 - June 1999
French Connection November 1994 - August 1996
French Connection November 1994 - August 1996
Babcock & King January 1993 - January 1994
Skills
Customer Service, Sales, Microsoft Office, Management, Data Entry, Process Scheduler, Training, Supervisory Skills, Call Centers
Education
Mount Ida College 1984 — 1985
Fashion Merchandising
Mount Ida College
Fashion Merchandising
Trustmark National Bank November 2012 - Present
Greenleaf Trust November 2008 - November 2011
Edgewater Capital Management July 2003 - October 2008
Legg Mason Capital Management 2007 - 2008
Conseco Capital Management July 2000 - June 2003
Scudder Kemper Investments June 1996 - August 1999
Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Finance and Marketing
East Grand Rapids High School
Philips Healthcare April 2015 - Present
Philips Healthcare April 2013 - April 2015
Coca-Cola Enterprises December 2012 - March 2013
CredAbility August 2011 - December 2012
AIG Advisor Group August 2009 - August 2011
AIG Advisor Group April 2007 - August 2009
CIBC World markets June 2001 - August 2006
CosmoCom August 2000 - May 2001
Scudder Kemper Investments December 1998 - August 2000
Boeing Helicopters October 1996 - July 1998
Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning
Education
Hofstra University
MBA, Finance
Howard University
BS, Mechanical Engineering
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
In transition 2015 - Present
Bank of America 2011 - 2015
BNY Mellon 2007 - 2011
JPMorgan Chase 2003 - 2005
Deutsche Bank 1999 - 2003
Scudder Kemper Investments 1998 - 1998
Bank of New York Mellon 1995 - 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Business Analysis, Forecasting, Business Process, Risk Management, General Ledger, Managerial Finance, Management, Analysis, Budgets, Finance, Banking, Operational Risk..., PeopleSoft, Essbase, Balance Sheet..., UAT testing
Education
City University of New York-Brooklyn College
BS, Accounting
U S Bank Fund Services January 2014 - Present
Henderson Global Investors July 2002 - October 2005
Scudder Kemper Investments June 1988 - July 2002
Skills
Trading, Mutual Funds, Portfolio Management, Investments, Asset Management, Fixed Income
Education
Michigan State University 1965 — 1967
BS, Financial Administration
Providence Catholic High School August 2007 - Present
Oak Lawn Community High School August 2003 - June 2007
CHSD 218 2003 - 2007
CHSD 230 2003 - 2007
Thomson Reuters 2000 - 2002
SJS Securities, Inc. 1998 - 2000
Scudder Kemper Investments October 1997 - November 1998
Chicago Stock Exchange 1998 - 1998
Skills
Classroom, Classroom Management, Curriculum Development, Curriculum Design, Public Speaking, Microsoft Office, Microsoft Excel, Coaching, Lesson Planning, Teacher Training, Tutoring, Teaching, Customer Service, Microsoft Word, Social Studies, Instructional Design, Educational Leadership, Educational Technology, Staff Development, Elementary Education
Education
National-Louis University 2003 — 2010
M.A., Education
Northern Illinois University - College of Business 1993 — 1997
B.S., Marketing
Alan B. Shepard High School 1989 — 1993
Citi 2002 - 2009
JPMorgan Chase June 1998 - November 2002
Scudder Kemper Investments June 1996 - June 1999
Skills
CFA
Education
The American University, Washington DC 1995 — 1996
MBA, Finance
Tulane University 1989 — 1993
BS, Political Science
Self-employed 2008 - Present
Custom Learning Designs 2006 - 2008
Several Boston Area companies 1994 - 2008
Raytheon Technical Services Company 2004 - 2005
The VIA Group 2003 - 2004
GTS / Publishing Solutions Group 2002 - 2003
Mullen 1999 - 2001
Scudder Kemper Investments 1998 - 1999
Trinity Communications 1996 - 1998
JWG Associates 1995 - 1996
Skills
Advertising, Print Production, Direct Mail, Art Buying, Online Advertising, Creative Writing, Fine Art Photography, Publishing, Editing, Creative Concept..., Marketing Communications, Quality Assurance, Production Schedules, Budget Management, Proofreading
Education
Massachusetts College of Art
Painting, Photography
Northeastern University
Art, Architecture
Bank of America May 2000 - Present
Scudder Kemper Investments April 1998 - May 2000
Fidelity Investments December 1996 - December 1997
Paul Revere Insurance Group (now UNUM) July 1987 - December 1996
Skills
SQL, Data Warehousing, SQL Tuning, Transact SQL, Microsoft SQL Server, Oracle SQL, Unix Shell Scripting, MS Access, MS Excel, Business Intelligence
Education
Colorado State University
Master of Science (M.S.), Computer Information Systems
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Natural Resource Economics
CreditSights, Inc. December 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Scudder Kemper Investments 1997 - 1999
Skills
Chartered Financial..., Oil & Gas, High Yield Analysis, High Yield Bonds, Investment Grade..., Credit, Credit Analysis, Bond Markets, Bonds, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Hedge Funds, Investments, Emerging Markets, Capital Markets, Portfolio Management, Investment Banking, Asset Managment, Financial Markets, Bloomberg, Bloomberg Terminal, Energy, E&P, Refiners, Integrated Oils, Oilfield Services and...
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Economics
Venable LLP September 2007 - Present
Morgan Stanley April 2000 - January 2006
Scudder Kemper Investments June 1998 - April 2000
Skills
White-Collar Compliance..., Litigation, Legal Writing, Corporate Governance, Legal Research, Legal Ethics, Corporate Law, Civil Litigation, Due Diligence, FCPA, Fraud, Internal Investigations
Education
Fordham University School of Law 2003 — 2007
Doctor of Law (J.D.)
University of South Carolina-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Interware Development Company, Inc April 2005 - Present
Wellington Management August 2000 - January 2004
Scudder Kemper Investments March 1998 - July 2000
Skills
Microsoft Excel, Access, Crystal Reports, Microsoft Word, Advantage Database..., Microsoft SQL Server, PowerPoint, QuickBooks, Quicken, Technical Support, Financial Reporting, Financial Accounting, Report Writing
Education
Suffolk University 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.85
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Cum Laude