Sentinel Investments
Industry: Company
DescriptionFounded: 1969 Parent organization: NLV Financial Corporation Subsidiaries: Sentinel Administrative Services Inc., Sentinel Financial Services Company Inc
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Sentinel Investments Employees
Employee
Years
Job
Industry
Zachary Paris, CFA Zachary Paris, CFA's Sentinel Investments Experience 2008 - 2010
Job Assistant Investment Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2015 - Present
Sustainalytics 2012 - 2014
Sustainalytics 2010 - 2012
Sentinel Investments 2008 - 2010
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.)
BNY Mellon 2015 - Present
Sustainalytics 2012 - 2014
Sustainalytics 2010 - 2012
Sentinel Investments 2008 - 2010
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.)
Jason Ronovech Jason Ronovech's Sentinel Investments Experience 2013 - Present
Job Portfolio Manager, Senior Vice President at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2013 - Present
Paradigm Capital Management 2000 - 2013
Prudential Financial 1998 - 2000
Skills
Equity Research, Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds
Education
Hamilton College 1994 — 1998
BA, Economics
Sentinel Investments 2013 - Present
Paradigm Capital Management 2000 - 2013
Prudential Financial 1998 - 2000
Skills
Equity Research, Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds
Education
Hamilton College 1994 — 1998
BA, Economics
Bruce Hoffmann Bruce Hoffmann's Sentinel Investments Experience February 2007 - May 2009
Job Accomplished Strategic Marketing Executive
Industry Financial Services
Experience
TIAA-CREF April 2010 - January 2013
Sentinel Investments February 2007 - May 2009
T. Rowe Price April 2005 - January 2007
Waddell & Reed/Ivy Funds October 2003 - April 2005
Banc of America Capital Management/Nations Funds May 1999 - February 2003
Evergreen Investments April 1998 - November 1998
AIM Distributors, Inc. February 1997 - March 1998
State Street Research August 1994 - February 1997
Liberty Mutual Insurance January 1992 - July 1994
Skills
Mutual Funds, Investments, Asset Managment, Asset Management, Competitive Analysis, Strategy, Marketing, Product Marketing, Marketing Communications, Marketing Strategy, Financial Services, Product Management, Market Research, Leadership, Management, Advertising, Business Development, Integrated Marketing
Education
Northeastern University 1987 — 1991
BS, Communications
TIAA-CREF April 2010 - January 2013
Sentinel Investments February 2007 - May 2009
T. Rowe Price April 2005 - January 2007
Waddell & Reed/Ivy Funds October 2003 - April 2005
Banc of America Capital Management/Nations Funds May 1999 - February 2003
Evergreen Investments April 1998 - November 1998
AIM Distributors, Inc. February 1997 - March 1998
State Street Research August 1994 - February 1997
Liberty Mutual Insurance January 1992 - July 1994
Skills
Mutual Funds, Investments, Asset Managment, Asset Management, Competitive Analysis, Strategy, Marketing, Product Marketing, Marketing Communications, Marketing Strategy, Financial Services, Product Management, Market Research, Leadership, Management, Advertising, Business Development, Integrated Marketing
Education
Northeastern University 1987 — 1991
BS, Communications
Nick Foss Nick Foss's Sentinel Investments Experience May 2013 - September 2013
Job Investments Analyst at the Vermont State Treasurer's Office
Industry Higher Education
Experience
Office of the State Treasurer April 2014 - Present
Champlain College March 2014 - Present
Yak It To Me! Vermont Yak Wagon & Mobile BBQ December 2012 - Present
Equity Services, Inc. September 2013 - April 2014
Sentinel Investments May 2013 - September 2013
Sodexo September 2012 - May 2013
Three Tomatoes Trattoria July 2010 - September 2012
FireCo March 2008 - February 2009
Peerless Clothing Inc July 2007 - March 2008
McDonald's Restaurant January 2002 - July 2004
Skills
Financial Modeling, Microsoft Excel, Time Management, Financial Analysis, Teamwork, PowerPoint, Finance, Investment Management, Leadership, Project Planning, Financial Accounting, Corporate Tax, Business Development, FACTSET, Cost Accounting, Asset Management, Sales, Microsoft Word, Manufacturing, Policy, Culinary Skills, Financial Statement..., Invoicing, Corporate Finance, Account Reconciliation, Spreadsheets, Cash Flow, QuickBooks, Cash Management, Small Business, Tax, Mutual Funds, Securities, Valuation, Portfolio Management, Investments, Accounting, Alternative Investment..., Bloomberg, Options Strategies, Asset Allocation, Cash Flow Forecasting, Microsoft Office, Customer Service, Analysis, Research, Public Speaking, Data Analysis
Education
Champlain College 2009 — 2013
Bachelors of Science in Accounting, Accounting, Finance, Business
Concordia College-New York 2004 — 2005
Business Administration, Finance
Office of the State Treasurer April 2014 - Present
Champlain College March 2014 - Present
Yak It To Me! Vermont Yak Wagon & Mobile BBQ December 2012 - Present
Equity Services, Inc. September 2013 - April 2014
Sentinel Investments May 2013 - September 2013
Sodexo September 2012 - May 2013
Three Tomatoes Trattoria July 2010 - September 2012
FireCo March 2008 - February 2009
Peerless Clothing Inc July 2007 - March 2008
McDonald's Restaurant January 2002 - July 2004
Skills
Financial Modeling, Microsoft Excel, Time Management, Financial Analysis, Teamwork, PowerPoint, Finance, Investment Management, Leadership, Project Planning, Financial Accounting, Corporate Tax, Business Development, FACTSET, Cost Accounting, Asset Management, Sales, Microsoft Word, Manufacturing, Policy, Culinary Skills, Financial Statement..., Invoicing, Corporate Finance, Account Reconciliation, Spreadsheets, Cash Flow, QuickBooks, Cash Management, Small Business, Tax, Mutual Funds, Securities, Valuation, Portfolio Management, Investments, Accounting, Alternative Investment..., Bloomberg, Options Strategies, Asset Allocation, Cash Flow Forecasting, Microsoft Office, Customer Service, Analysis, Research, Public Speaking, Data Analysis
Education
Champlain College 2009 — 2013
Bachelors of Science in Accounting, Accounting, Finance, Business
Concordia College-New York 2004 — 2005
Business Administration, Finance
Mike Gagala, CFS® Mike Gagala, CFS®'s Sentinel Investments Experience January 2015 - Present
Job Regional Vice President | Sentinel Investments Wholesaler
Industry Investment Management
Experience
Sentinel Investments January 2015 - Present
Lincoln Financial Distributors November 2011 - January 2015
Invesco Ltd. (Formely Van Kampen/Morgan Stanley Investments) February 2010 - November 2011
Northwestern Mutual 2007 - 2009
Self Employed 2002 - 2007
Skills
Series 66, Series 7, Mutual Funds, Investments, Asset Management, Annuities, Wholesaling, Salesforce.com, Sales Presentations, New Business Development, Sales, Retirement Planning, Financial Markets, Public Speaking, Fixed Annuities, FINRA, Financial Services, Financial Advisory, Separately Managed..., Investment Strategies, ETFs, Variable Annuities, Series 6, Asset Allocation, Series 63, Wealth Management, 401k, Series 65, Retirement, Equities, Alternative Investments, Securities, Investment Management, IRAs, Series 24, 401k Rollovers, Life Insurance, Investment Advisory, Retirement Plan..., Fixed Income, Long-term Care, Finance, Portfolio Management, Strategic Financial..., Life & Health Insurance..., Insurance, Hedge Funds, Relationship Management, Roth IRA, Management
Education
Chapman University 2000 — 2003
MFA, Film and Television Production
University of Iowa 1995 — 1999
BA, English and Communication Studies
Sentinel Investments January 2015 - Present
Lincoln Financial Distributors November 2011 - January 2015
Invesco Ltd. (Formely Van Kampen/Morgan Stanley Investments) February 2010 - November 2011
Northwestern Mutual 2007 - 2009
Self Employed 2002 - 2007
Skills
Series 66, Series 7, Mutual Funds, Investments, Asset Management, Annuities, Wholesaling, Salesforce.com, Sales Presentations, New Business Development, Sales, Retirement Planning, Financial Markets, Public Speaking, Fixed Annuities, FINRA, Financial Services, Financial Advisory, Separately Managed..., Investment Strategies, ETFs, Variable Annuities, Series 6, Asset Allocation, Series 63, Wealth Management, 401k, Series 65, Retirement, Equities, Alternative Investments, Securities, Investment Management, IRAs, Series 24, 401k Rollovers, Life Insurance, Investment Advisory, Retirement Plan..., Fixed Income, Long-term Care, Finance, Portfolio Management, Strategic Financial..., Life & Health Insurance..., Insurance, Hedge Funds, Relationship Management, Roth IRA, Management
Education
Chapman University 2000 — 2003
MFA, Film and Television Production
University of Iowa 1995 — 1999
BA, English and Communication Studies
Jared McDaniel, CFA, CPA, CFP, CMT, AIF Jared McDaniel, CFA, CPA, CFP, CMT, AIF's Sentinel Investments Experience September 2012 - July 2014
Job Senior Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale July 2014 - Present
Sentinel Investments September 2012 - July 2014
Deutsche Bank July 2008 - September 2012
Deutsche Bank August 2005 - July 2008
Tech Data June 2002 - August 2005
Arthur Andersen & Co. August 1999 - June 2002
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Investments, Risk Management, Options, Due Diligence, Private Equity, Finance, Investment Strategies, Financial Reporting, Trading, Asset Management, Bonds, Bloomberg, Financial Risk, Capital Markets, Valuation, Financial Modeling, Securities, Alternative Investments
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Finance, International Finance and Banking
University of Florida - Warrington College Of Business 2000 — 2001
M.S.Acc., Masters in Accounting, Specialization Tax
University of Florida - Warrington College Of Business 1995 — 1999
B.S.Acc., Accounting
Shorecrest Preparatory School 1991 — 1995
City National Rochdale July 2014 - Present
Sentinel Investments September 2012 - July 2014
Deutsche Bank July 2008 - September 2012
Deutsche Bank August 2005 - July 2008
Tech Data June 2002 - August 2005
Arthur Andersen & Co. August 1999 - June 2002
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Investments, Risk Management, Options, Due Diligence, Private Equity, Finance, Investment Strategies, Financial Reporting, Trading, Asset Management, Bonds, Bloomberg, Financial Risk, Capital Markets, Valuation, Financial Modeling, Securities, Alternative Investments
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Finance, International Finance and Banking
University of Florida - Warrington College Of Business 2000 — 2001
M.S.Acc., Masters in Accounting, Specialization Tax
University of Florida - Warrington College Of Business 1995 — 1999
B.S.Acc., Accounting
Shorecrest Preparatory School 1991 — 1995
Brandon Henry Brandon Henry's Sentinel Investments Experience June 2012 - August 2012
Job Structured Credit Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
EMC June 2013 - August 2013
Sentinel Investments June 2012 - August 2012
National Center for Atmospheric Research June 2009 - August 2009
Skills
Quantitative Finance, Statistics, Mathematica, Python, R, Unix, Statistical Modeling, Probability, Monte Carlo Simulation, Differential Equations, Backtesting, Equity Derivatives, Stochastic Calculus, Black-Scholes, Bloomberg Terminal, Django, Data Analysis, Research, Derivatives, Trading, Microsoft Word, Valuation, Equities, PowerPoint, Finance, Microsoft Office
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Physics, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
EMC June 2013 - August 2013
Sentinel Investments June 2012 - August 2012
National Center for Atmospheric Research June 2009 - August 2009
Skills
Quantitative Finance, Statistics, Mathematica, Python, R, Unix, Statistical Modeling, Probability, Monte Carlo Simulation, Differential Equations, Backtesting, Equity Derivatives, Stochastic Calculus, Black-Scholes, Bloomberg Terminal, Django, Data Analysis, Research, Derivatives, Trading, Microsoft Word, Valuation, Equities, PowerPoint, Finance, Microsoft Office
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Physics, Economics
Ryan Cvrkel Ryan Cvrkel's Sentinel Investments Experience January 2008 - December 2010
Job Vice President, Capital MarketsInstitutional Strategist at Direxion Investments
Industry Financial Services
Experience
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Nikolaus Holm's Sentinel Investments Experience May 2011 - August 2011
Job Demand Planning Specialist at Terry Precision Cycling
Industry Logistics and Supply Chain
Experience
Terry Precision Cycling December 2014 - Present
Terry Precision Cycling January 2013 - January 2015
Maritz Research September 2012 - December 2012
Rels Title August 2012 - October 2012
Johnson State College September 2009 - May 2012
Johnson State College August 2009 - May 2012
Sentinel Investments May 2011 - August 2011
Summer Study Programs May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint, Project Management, Teaching, Streamlining Complex..., Event Planning, Accounting, Outlook, Data Analysis, Teamwork, Higher Education, Facebook, SPSS, Research, Non-profits, Event Management, Social Media, Strategic Planning
Education
Johnson State College 2008 — 2012
Bachelor of Arts (BA) / Bachelor of Science (BS), Business Management / Mathematics
Johnson State College 2008 — 2012
BA in Business Management and BS in Mathematics, Math and Business
Terry Precision Cycling December 2014 - Present
Terry Precision Cycling January 2013 - January 2015
Maritz Research September 2012 - December 2012
Rels Title August 2012 - October 2012
Johnson State College September 2009 - May 2012
Johnson State College August 2009 - May 2012
Sentinel Investments May 2011 - August 2011
Summer Study Programs May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint, Project Management, Teaching, Streamlining Complex..., Event Planning, Accounting, Outlook, Data Analysis, Teamwork, Higher Education, Facebook, SPSS, Research, Non-profits, Event Management, Social Media, Strategic Planning
Education
Johnson State College 2008 — 2012
Bachelor of Arts (BA) / Bachelor of Science (BS), Business Management / Mathematics
Johnson State College 2008 — 2012
BA in Business Management and BS in Mathematics, Math and Business
Brian Bristow MBA, AIF Brian Bristow MBA, AIF's Sentinel Investments Experience 2001 - 2005
Job Business Development.
Industry Financial Services
Experience
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
Steven Beaulieu, CMFC Steven Beaulieu, CMFC's Sentinel Investments Experience January 2006 - January 2015
Job Director Northern NE Advisor Solutions Group at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2015 - Present
Sentinel Investments January 2006 - January 2015
Sentinel Investments January 2005 - January 2006
Sentinel Investments January 2004 - January 2005
Sentinel Investments January 1999 - January 2004
Sentinel Investments January 1996 - January 1999
Sentinel Investments January 1991 - January 1996
Vermont Army National Guard August 1985 - July 1994
Skills
Relationship Management, Investments, Retirement Savings, Sales Management, Problem Solving, Events Organisation, Chartered Mutual Fund..., Certified IRA Service..., Series 7, Sustainable responsible..., Series 63, Securities, Wealth Management, Asset Management, Insurance, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Retirement
Education
Community College of Vermont 2001 — 2003
Liberal Arts and Sciences/Liberal Studies
Janus Capital Group January 2015 - Present
Sentinel Investments January 2006 - January 2015
Sentinel Investments January 2005 - January 2006
Sentinel Investments January 2004 - January 2005
Sentinel Investments January 1999 - January 2004
Sentinel Investments January 1996 - January 1999
Sentinel Investments January 1991 - January 1996
Vermont Army National Guard August 1985 - July 1994
Skills
Relationship Management, Investments, Retirement Savings, Sales Management, Problem Solving, Events Organisation, Chartered Mutual Fund..., Certified IRA Service..., Series 7, Sustainable responsible..., Series 63, Securities, Wealth Management, Asset Management, Insurance, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Retirement
Education
Community College of Vermont 2001 — 2003
Liberal Arts and Sciences/Liberal Studies
Shane Hart Shane Hart's Sentinel Investments Experience June 2013 - August 2013
Job Inside Sales Specialist at Nasdaq
Industry Financial Services
Experience
Nasdaq May 2015 - Present
St. Lawrence University January 2014 - May 2014
Sentinel Investments June 2013 - August 2013
Country Club of Barre May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Communication, Team Leadership, Economics, Managerial Finance, Data Analysis, Teamwork, Social Networking, Sales, Event Planning, Customer Service, Microsoft Office
Education
St. Lawrence University 2011 — 2014
Bachelor's Degree, Economics
Bentley University 2010 — 2010
Nasdaq May 2015 - Present
St. Lawrence University January 2014 - May 2014
Sentinel Investments June 2013 - August 2013
Country Club of Barre May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Communication, Team Leadership, Economics, Managerial Finance, Data Analysis, Teamwork, Social Networking, Sales, Event Planning, Customer Service, Microsoft Office
Education
St. Lawrence University 2011 — 2014
Bachelor's Degree, Economics
Bentley University 2010 — 2010
Clara Sierra's Sentinel Investments Experience April 2007 - June 2014
Job Financial Services Senior Executive
Industry Financial Services
Experience
Sentinel Investments April 2007 - June 2014
Sentinel Investments 2007 - 2014
AIG Advisor Group 2001 - 2007
AllianceBernstein 1990 - 2002
Education
Fairleigh Dickinson University 1985 — 1990
of Fairleigh Dickinson University
a bachelor's degree, business management
Sentinel Investments April 2007 - June 2014
Sentinel Investments 2007 - 2014
AIG Advisor Group 2001 - 2007
AllianceBernstein 1990 - 2002
Education
Fairleigh Dickinson University 1985 — 1990
of Fairleigh Dickinson University
a bachelor's degree, business management
Timothy Reichert Timothy Reichert's Sentinel Investments Experience June 2012 - August 2012
Job Equity Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2013 - Present
Sentinel Investments June 2012 - August 2012
Sopher Investment Management May 2011 - September 2011
Champlain Cable Corporation May 2011 - September 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
General Course Program, Statistics
Piper Jaffray July 2013 - Present
Sentinel Investments June 2012 - August 2012
Sopher Investment Management May 2011 - September 2011
Champlain Cable Corporation May 2011 - September 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
General Course Program, Statistics
Tynan FitzGerald Tynan FitzGerald's Sentinel Investments Experience July 2012 - June 2015
Job Digital Sales Consultant at Dealer.com
Industry Investment Management
Experience
Dealer.com June 2015 - Present
Sentinel Investments July 2012 - June 2015
Commonfund Asset Management Company January 2007 - July 2012
Commonfund Securities, Inc. September 2003 - December 2006
UBS May 2002 - June 2003
Education
St. Lawrence University 1995 — 1999
BA, Economics
Dealer.com June 2015 - Present
Sentinel Investments July 2012 - June 2015
Commonfund Asset Management Company January 2007 - July 2012
Commonfund Securities, Inc. September 2003 - December 2006
UBS May 2002 - June 2003
Education
St. Lawrence University 1995 — 1999
BA, Economics
Jerrod DeShaw, CMFC® Jerrod DeShaw, CMFC®'s Sentinel Investments Experience August 2014 - Present
Job Senior Vice President Head of Institutional Sales at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Cory Covino Cory Covino's Sentinel Investments Experience August 2010 - December 2014
Job Junior Fixed Income Analyst at Sentinel Investments
Industry Investment Management
Experience
Dealer 2014 - 2015
Sentinel Investments August 2010 - December 2014
Sentinel Investments March 2009 - March 2011
Sentinel Investments June 2007 - March 2009
Skills
Visual Basic, SQL, Python, JavaScript, JSON, Java, Fixed Income, Finance, Excel Dashboards, Microsoft Office, Data munging, RDBMS, OOP, XQuery, XPath, Ruby, Bloomberg Terminal, Morningstar Direct, Barclays Point, Cognos, C#, Financial Reporting, Microsoft SQL Server
Education
Rochester Institute of Technology 2003 — 2007
Bachelor's Degree, Management Information Systems
Dealer 2014 - 2015
Sentinel Investments August 2010 - December 2014
Sentinel Investments March 2009 - March 2011
Sentinel Investments June 2007 - March 2009
Skills
Visual Basic, SQL, Python, JavaScript, JSON, Java, Fixed Income, Finance, Excel Dashboards, Microsoft Office, Data munging, RDBMS, OOP, XQuery, XPath, Ruby, Bloomberg Terminal, Morningstar Direct, Barclays Point, Cognos, C#, Financial Reporting, Microsoft SQL Server
Education
Rochester Institute of Technology 2003 — 2007
Bachelor's Degree, Management Information Systems
Paula Chapman, CIMA® Paula Chapman, CIMA®'s Sentinel Investments Experience 1997 - 2000
Job Vice President, Senior New Business Development Manager at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management July 2011 - Present
MFS Investment Management April 2005 - June 2011
Wells Fargo Funds Management Group January 2000 - April 2005
Sentinel Investments 1997 - 2000
Financial Relations Board 1996 - 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Asset Managment, Investment Strategies
Education
University of Colorado Boulder 1983 — 1987
B.S.
Douglas County High School 1980 — 1983
Wells Fargo Asset Management July 2011 - Present
MFS Investment Management April 2005 - June 2011
Wells Fargo Funds Management Group January 2000 - April 2005
Sentinel Investments 1997 - 2000
Financial Relations Board 1996 - 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Asset Managment, Investment Strategies
Education
University of Colorado Boulder 1983 — 1987
B.S.
Douglas County High School 1980 — 1983
Michael P. Taylor's Sentinel Investments Experience June 2015 - Present
Job Vice President Municipal Bonds at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments June 2015 - Present
Columbia Threadneedle Investments, US June 2011 - June 2015
Standard & Poor's April 2007 - May 2011
Standard & Poor's May 2005 - April 2007
Standard & Poor's May 2003 - April 2005
PIMS New York, Inc. August 2000 - April 2003
Madison Square Garden 1999 - 2000
Skills
Fixed Income Analysis, Mutual Funds, Credit Analysis, Public Finance, Ratings, Financial Services, Bloomberg, Charter Schools, Power, Utilities, State Taxation, Valuation, Asset Allocation, Management
Education
Marist College 2006 — 2008
Master of Arts
Marist College 1996 — 2000
Bachelor of Arts
Saratoga Central Catholic H.S./St. Peter's Academy 1992 — 1996
Sentinel Investments June 2015 - Present
Columbia Threadneedle Investments, US June 2011 - June 2015
Standard & Poor's April 2007 - May 2011
Standard & Poor's May 2005 - April 2007
Standard & Poor's May 2003 - April 2005
PIMS New York, Inc. August 2000 - April 2003
Madison Square Garden 1999 - 2000
Skills
Fixed Income Analysis, Mutual Funds, Credit Analysis, Public Finance, Ratings, Financial Services, Bloomberg, Charter Schools, Power, Utilities, State Taxation, Valuation, Asset Allocation, Management
Education
Marist College 2006 — 2008
Master of Arts
Marist College 1996 — 2000
Bachelor of Arts
Saratoga Central Catholic H.S./St. Peter's Academy 1992 — 1996
Arthur Hammarstrom's Sentinel Investments Experience April 2008 - Present
Job
Industry Financial Services
Experience
Sentinel Investments April 2008 - Present
Citizens Funds May 2000 - April 2008
State Street Research June 1993 - May 2000
Boston Financial Data Services May 1987 - June 1993
Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development
Education
Bridgewater State University
Computer Science
Sentinel Investments April 2008 - Present
Citizens Funds May 2000 - April 2008
State Street Research June 1993 - May 2000
Boston Financial Data Services May 1987 - June 1993
Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development
Education
Bridgewater State University
Computer Science
Josh Jerome Josh Jerome's Sentinel Investments Experience July 2006 - January 2011
Job Executive Director at The Barre Partnership
Industry Financial Services
Experience
The Barre Partnership December 2014 - Present
Community Capital of Vermont January 2011 - December 2014
Sentinel Investments July 2006 - January 2011
Skills
Loans, Portfolio Management, Writing, Customer Relations, Customer Service, Qualitative Research, Notary Public, Non-profits, Microsoft Office, Networking, Underwriting, Technical Assistance, Economic Development, Community Development, Entrepreneurship, Mutual Funds, Investments, Small Business, Nonprofits, Management, Fundraising, Public Speaking, Community Outreach
Education
Goddard College 2008 — 2011
M.A., Sustainable Business & Communities
Lyndon State College 1995 — 2001
B.A., Social Science
The Barre Partnership December 2014 - Present
Community Capital of Vermont January 2011 - December 2014
Sentinel Investments July 2006 - January 2011
Skills
Loans, Portfolio Management, Writing, Customer Relations, Customer Service, Qualitative Research, Notary Public, Non-profits, Microsoft Office, Networking, Underwriting, Technical Assistance, Economic Development, Community Development, Entrepreneurship, Mutual Funds, Investments, Small Business, Nonprofits, Management, Fundraising, Public Speaking, Community Outreach
Education
Goddard College 2008 — 2011
M.A., Sustainable Business & Communities
Lyndon State College 1995 — 2001
B.A., Social Science
Jeremy Gile's Sentinel Investments Experience 2000 - 2007
Job Marketing Manager at Midlands Technical College
Industry Fund-Raising
Experience
Midlands Technical College 2014 - Present
University of South Carolina September 2013 - October 2014
University of South Carolina March 2012 - 2014
University of South Carolina March 2009 - March 2012
Centerplate September 2007 - March 2010
University of South Carolina April 2008 - January 2009
university of south carolina January 2007 - May 2008
Sentinel Investments 2000 - 2007
Skills
Adobe Creative Suite, Mac and PC Platforms, Graphic Design, Copywriting, Writing, Research, Customer Relations, Advertising, Publications, Customer Service, Fundraising, Public Relations, Mac & PC platforms, Strategic Planning, Social Media, Training, Budgets, Market Research, Management, Event Management, Nonprofits, Event Planning, Public Speaking
Education
University of South Carolina-Columbia 2008 — 2013
School of Journalism and Mass Communications, Advertising
Vermont Technical College 1998 — 2001
Business Management and Technology, Business Management
Midlands Technical College 2014 - Present
University of South Carolina September 2013 - October 2014
University of South Carolina March 2012 - 2014
University of South Carolina March 2009 - March 2012
Centerplate September 2007 - March 2010
University of South Carolina April 2008 - January 2009
university of south carolina January 2007 - May 2008
Sentinel Investments 2000 - 2007
Skills
Adobe Creative Suite, Mac and PC Platforms, Graphic Design, Copywriting, Writing, Research, Customer Relations, Advertising, Publications, Customer Service, Fundraising, Public Relations, Mac & PC platforms, Strategic Planning, Social Media, Training, Budgets, Market Research, Management, Event Management, Nonprofits, Event Planning, Public Speaking
Education
University of South Carolina-Columbia 2008 — 2013
School of Journalism and Mass Communications, Advertising
Vermont Technical College 1998 — 2001
Business Management and Technology, Business Management
Susan Hoffmann's Sentinel Investments Experience January 1995 - June 1999
Job Hearing Aid Specialist Apprentice at Costco Wholesale
Industry Retail
Experience
Costco Wholesale July 2015 - Present
Costco Wholesale November 2001 - Present
Sentinel Investments January 1995 - June 1999
Financial Network Investment Corporation, Member SIPC March 1990 - January 1995
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Outlook, Investments, Office Administration, Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, Analysis, Event Planning, Team Leadership
Education
College of DuPage 2004 — 2006
Associates of Applied Science, Business Management, Graduate
Costco Wholesale July 2015 - Present
Costco Wholesale November 2001 - Present
Sentinel Investments January 1995 - June 1999
Financial Network Investment Corporation, Member SIPC March 1990 - January 1995
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Outlook, Investments, Office Administration, Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, Analysis, Event Planning, Team Leadership
Education
College of DuPage 2004 — 2006
Associates of Applied Science, Business Management, Graduate
M. Randall Strickland M. Randall Strickland's Sentinel Investments Experience May 2014 - Present
Job Sustainable Investment Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Brent Kugler, CRPC®'s Sentinel Investments Experience September 2005 - December 2010
Job AVP Internal Retirement Outcome Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2012 - Present
Allstate Financial October 2011 - February 2012
Sentinel Investments September 2005 - December 2010
Travelers Life & Annuity February 2004 - September 2005
Bank of America Merrill Lynch 1995 - 2002
Skills
Mutual Funds, Annuity, Series 6, Annuities, Insurance, Asset Allocation, Retirement Planning, Investments
Education
Louisiana State University
Bachelor of Science
Bank of America Merrill Lynch 2012 - Present
Allstate Financial October 2011 - February 2012
Sentinel Investments September 2005 - December 2010
Travelers Life & Annuity February 2004 - September 2005
Bank of America Merrill Lynch 1995 - 2002
Skills
Mutual Funds, Annuity, Series 6, Annuities, Insurance, Asset Allocation, Retirement Planning, Investments
Education
Louisiana State University
Bachelor of Science
Stanley Francois, MBA, MSISM, CompTIA A+. Stanley Francois, MBA, MSISM, CompTIA A+.'s Sentinel Investments Experience May 2007 - January 2008
Job Information Security International
Industry Computer & Network Security
Experience
Hibiscus Children's Center June 2015 - Present
Hibiscus Children's Center January 2014 - Present
Information Security International October 2009 - Present
Norwich University 2008 - 2009
Norwich University 2008 - 2009
National Life Group January 2008 - June 2008
Sentinel Investments May 2007 - January 2008
BancTec December 1997 - January 2002
Skills
TCP/IP, Operating Systems, Information Security..., Security, Information Assurance, Information Security, Network Security, Risk Management, Risk Assessment, Computer Security, Windows, NIST, NIST 800-53, Virtual Memory, Crash Dump Analysis, Blue Screen, Virus Removal, Computer Building, Password Recovery, Home Networking, Computer Hardware..., Video Cards, Vulnerability Assessment, IT Management, Penetration Testing
Education
Capella University 2011 — 2014
Ph.D. Student, Information Technology with a concentration in Information Security, 3.857
University of Fairfax 2009 — 2011
Master of Science in Information Security Engineering, Information Security
Jones International University 2009 — 2010
Master of Business Administration, Information Security Management
Norwich University 2002 — 2009
BS Information Assurance and Security, Information Security
Hibiscus Children's Center June 2015 - Present
Hibiscus Children's Center January 2014 - Present
Information Security International October 2009 - Present
Norwich University 2008 - 2009
Norwich University 2008 - 2009
National Life Group January 2008 - June 2008
Sentinel Investments May 2007 - January 2008
BancTec December 1997 - January 2002
Skills
TCP/IP, Operating Systems, Information Security..., Security, Information Assurance, Information Security, Network Security, Risk Management, Risk Assessment, Computer Security, Windows, NIST, NIST 800-53, Virtual Memory, Crash Dump Analysis, Blue Screen, Virus Removal, Computer Building, Password Recovery, Home Networking, Computer Hardware..., Video Cards, Vulnerability Assessment, IT Management, Penetration Testing
Education
Capella University 2011 — 2014
Ph.D. Student, Information Technology with a concentration in Information Security, 3.857
University of Fairfax 2009 — 2011
Master of Science in Information Security Engineering, Information Security
Jones International University 2009 — 2010
Master of Business Administration, Information Security Management
Norwich University 2002 — 2009
BS Information Assurance and Security, Information Security
D. Bruce Johnston's Sentinel Investments Experience May 2004 - September 2006
Job CEO & CoFounder MyDigitalClients, LLC | MDC DOT a Sales Enablement Platform for Direct Selling Organizations
Industry Financial Services
Experience
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
Remo Plunkett Remo Plunkett's Sentinel Investments Experience May 2015 - August 2015
Job Sustainable Investing Research Intern at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments May 2015 - August 2015
La Matera September 2013 - August 2015
Hickok & Boardman Insurance Group - (Denis, Ricker & Brown and Hickok & Boardman Insurance) May 2014 - August 2014
Lake Champlain Transportation Company June 2012 - August 2012
Community Sailing Center: Lake Champlain- Burlington, VT June 2012 - July 2012
Camp Billings July 2011 - August 2011
Skills
Social Media, Sales, Investments, Economics, PowerPoint, Microsoft Office, Corporate Finance, Sustainable Investing, Mutual Funds, Asset Management, Research
Education
Middlebury College 2013 — 2017
Bachelor of Arts (B.A.), Economics, 3.76 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Finance
The Taft School 2009 — 2013
90.8 Cumulative Average
Rice Memorial High School 2008 — 2009
Sentinel Investments May 2015 - August 2015
La Matera September 2013 - August 2015
Hickok & Boardman Insurance Group - (Denis, Ricker & Brown and Hickok & Boardman Insurance) May 2014 - August 2014
Lake Champlain Transportation Company June 2012 - August 2012
Community Sailing Center: Lake Champlain- Burlington, VT June 2012 - July 2012
Camp Billings July 2011 - August 2011
Skills
Social Media, Sales, Investments, Economics, PowerPoint, Microsoft Office, Corporate Finance, Sustainable Investing, Mutual Funds, Asset Management, Research
Education
Middlebury College 2013 — 2017
Bachelor of Arts (B.A.), Economics, 3.76 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Finance
The Taft School 2009 — 2013
90.8 Cumulative Average
Rice Memorial High School 2008 — 2009
Charles R. Shaw Charles R. Shaw's Sentinel Investments Experience May 2009 - Present
Job Head of US Product Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Mark Doehla's Sentinel Investments Experience 2008 - Present
Job Vice President Corporate Bonds & Derivatives at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Michael K. Bailey's Sentinel Investments Experience 2007 - 2007
Job BN FSO
Industry Defense & Space
Experience
US Army June 2015 - Present
US Army June 2014 - June 2015
US Army November 2013 - May 2014
US Army February 2013 - November 2013
US Army January 2012 - December 2012
US Army May 2011 - January 2012
US Army April 2010 - May 2011
Sentinel Investments 2007 - 2007
Skills
Operational Planning, Project Management, Team Leadership, Innovation Management, Computer Security, Intelligence Analysis, Leadership, Leadership Development, Security Management, Information Assurance, International Relations, Counterinsurgency, Risk Assessment, Operations Planning, Organizational..., Top Secret, Security+, International..., Management, Joint Military..., Military Liaison, Interagency Coordination, Strategic Planning, Strategic Thinking, Ethical Leadership, Creative Problem Solving, Analytical Skills, Cultural Sensitivity, Discipline, Creative Thinking, Analytical Thinking, Global Perspective, Cross-Cultural..., Superior Communications..., Security Clearance, DoD, Force Protection, Problem Solving
Education
Norwich University 2004 — 2008
Bachelor of Science (B.S.), Computer Information Systems
US Army June 2015 - Present
US Army June 2014 - June 2015
US Army November 2013 - May 2014
US Army February 2013 - November 2013
US Army January 2012 - December 2012
US Army May 2011 - January 2012
US Army April 2010 - May 2011
Sentinel Investments 2007 - 2007
Skills
Operational Planning, Project Management, Team Leadership, Innovation Management, Computer Security, Intelligence Analysis, Leadership, Leadership Development, Security Management, Information Assurance, International Relations, Counterinsurgency, Risk Assessment, Operations Planning, Organizational..., Top Secret, Security+, International..., Management, Joint Military..., Military Liaison, Interagency Coordination, Strategic Planning, Strategic Thinking, Ethical Leadership, Creative Problem Solving, Analytical Skills, Cultural Sensitivity, Discipline, Creative Thinking, Analytical Thinking, Global Perspective, Cross-Cultural..., Superior Communications..., Security Clearance, DoD, Force Protection, Problem Solving
Education
Norwich University 2004 — 2008
Bachelor of Science (B.S.), Computer Information Systems
Giles Crelly-Byers Giles Crelly-Byers's Sentinel Investments Experience June 2012 - August 2012
Job Business Skills Rotation Program at Boeing
Industry Defense & Space
Experience
Boeing June 2015 - Present
Boeing July 2014 - Present
Boeing May 2013 - August 2013
Oleet & Co. September 2012 - May 2013
Sentinel Investments June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Analysis, Microsoft Office, Financial Analysis, Fundraising, Event Planning, Leadership, Valuation, Market Research, Management, Social Networking, Budgets, Strategic Financial..., Portfolio Management
Education
Stanford University 2015 — 2018
Graduate Certificate, Management Science & Engineering
University of Vermont 2010 — 2014
BS in Business Administration, Majors: BSBA with a concentration in Finance/ Minor: Economics, Cumulative GPA: 3.53; Business Field Course GPA: 3.91
Champlain Valley Union High School 2007 — 2010
Diploma, 2010
Boeing June 2015 - Present
Boeing July 2014 - Present
Boeing May 2013 - August 2013
Oleet & Co. September 2012 - May 2013
Sentinel Investments June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Analysis, Microsoft Office, Financial Analysis, Fundraising, Event Planning, Leadership, Valuation, Market Research, Management, Social Networking, Budgets, Strategic Financial..., Portfolio Management
Education
Stanford University 2015 — 2018
Graduate Certificate, Management Science & Engineering
University of Vermont 2010 — 2014
BS in Business Administration, Majors: BSBA with a concentration in Finance/ Minor: Economics, Cumulative GPA: 3.53; Business Field Course GPA: 3.91
Champlain Valley Union High School 2007 — 2010
Diploma, 2010
Cecere Lou Cecere Lou's Sentinel Investments Experience 1995 - Present
Job vp at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 1995 - Present
Furman Selz Inc 1992 - 1995
Skills
Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Investments
Education
Ramapo College of NJ
Bachelor of Communications
Sentinel Investments 1995 - Present
Furman Selz Inc 1992 - 1995
Skills
Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Investments
Education
Ramapo College of NJ
Bachelor of Communications
MALICK GUISSE MALICK GUISSE's Sentinel Investments Experience August 2009 - August 2011
Job Project Management, Leadership Development and Consultant
Industry Investment Management
Experience
UVM MEDICAL CENTER August 2011 - Present
Sentinel Investments August 2009 - August 2011
Skills
Management, Leadership, Project Management, Public Speaking, Customer Service, Marketing, Research, Training, Social Media, Program Management, Team Leadership, Investments, Teamwork, Financial Analysis, Recruiting, Clinical Research
Education
Champlain College 2009 — 2013
MBA, Business Administration and Management, General
Champlain College 2009 — 2013
MBA, Business Administration and Management, General
UVM MEDICAL CENTER August 2011 - Present
Sentinel Investments August 2009 - August 2011
Skills
Management, Leadership, Project Management, Public Speaking, Customer Service, Marketing, Research, Training, Social Media, Program Management, Team Leadership, Investments, Teamwork, Financial Analysis, Recruiting, Clinical Research
Education
Champlain College 2009 — 2013
MBA, Business Administration and Management, General
Champlain College 2009 — 2013
MBA, Business Administration and Management, General
Jevonne Rayner Jevonne Rayner's Sentinel Investments Experience 2008 - 2011
Job Financial Services & Marketing Professional
Industry Financial Services
Experience
Sentinel Investments 2008 - 2011
Windham Northeast Supervisory Union November 2007 - May 2008
Varsity New England Magazine January 2007 - May 2007
Mike Eno Painting 2002 - 2007
Kelliher Samets Volk December 2005 - May 2006
Education
Saint Michael's College 2003 — 2007
Bachelor of Science, Business Administration
Sentinel Investments 2008 - 2011
Windham Northeast Supervisory Union November 2007 - May 2008
Varsity New England Magazine January 2007 - May 2007
Mike Eno Painting 2002 - 2007
Kelliher Samets Volk December 2005 - May 2006
Education
Saint Michael's College 2003 — 2007
Bachelor of Science, Business Administration
Andrew Dziedzic, CIMA®, MBA Andrew Dziedzic, CIMA®, MBA's Sentinel Investments Experience November 2005 - May 2012
Job Financial Strategies Advisory
Industry Financial Services
Experience
Financial Strategies Advisory March 2013 - Present
Symetra May 2012 - March 2013
Sentinel Investments November 2005 - May 2012
Vanguard August 2004 - November 2005
Skills
Mutual Funds, Investments, New Business Development, Business Planning, Finance, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Securities, Series 7, Series 65, 401k Rollovers, 401k, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Personal Budgeting, Real Estate, Property Management, Rental Real Estate, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst, Asset Management
La Salle University 2006 — 2008
MBA, Finance
Indiana University of Pennsylvania 1998 — 2002
Bachelors, Business
North Penn High School 1997 — 1998
Lansdale Catholic 1995 — 1997
CEG Worldwide
CEG Worldwide Consultant Program, Business Process Enhancement
Financial Strategies Advisory March 2013 - Present
Symetra May 2012 - March 2013
Sentinel Investments November 2005 - May 2012
Vanguard August 2004 - November 2005
Skills
Mutual Funds, Investments, New Business Development, Business Planning, Finance, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Securities, Series 7, Series 65, 401k Rollovers, 401k, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Personal Budgeting, Real Estate, Property Management, Rental Real Estate, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst, Asset Management
La Salle University 2006 — 2008
MBA, Finance
Indiana University of Pennsylvania 1998 — 2002
Bachelors, Business
North Penn High School 1997 — 1998
Lansdale Catholic 1995 — 1997
CEG Worldwide
CEG Worldwide Consultant Program, Business Process Enhancement
Everett Gander's Sentinel Investments Experience June 2014 - June 2014
Job Summer Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Vermont State Senate Campaign June 2014 - September 2014
Jim Ballard's Family Farm May 2010 - September 2014
Sentinel Investments June 2014 - June 2014
St. Lawrence Alexander Hamilton Society September 2013 - June 2014
Skills
Politics, International Relations, Investments, Critical Thinking, Policy Analysis, Credit Analysis, Market Research
Education
St. Lawrence University 2012 — 2016
Government and Economics, 3.73/4.00
University of Otago 2015 — 2015
Milton High School 2008 — 2012
Charles Schwab June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Vermont State Senate Campaign June 2014 - September 2014
Jim Ballard's Family Farm May 2010 - September 2014
Sentinel Investments June 2014 - June 2014
St. Lawrence Alexander Hamilton Society September 2013 - June 2014
Skills
Politics, International Relations, Investments, Critical Thinking, Policy Analysis, Credit Analysis, Market Research
Education
St. Lawrence University 2012 — 2016
Government and Economics, 3.73/4.00
University of Otago 2015 — 2015
Milton High School 2008 — 2012
Rachel Coronel Rachel Coronel's Sentinel Investments Experience September 2012 - Present
Job Vice President at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments September 2012 - Present
Skills
Series 6, Series 63, Series 7, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Wealth Management, Investment Management, Asset Management, ETFs, Separately Managed..., Investments, Management, Finance, Securities, Investment Strategies, Alternative Investments, Portfolio Management, CRM
Education
Columbia University in the City of New York 2001 — 2005
Bachelors of Arts, Political Science; Latino Studies
Sentinel Investments September 2012 - Present
Skills
Series 6, Series 63, Series 7, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Wealth Management, Investment Management, Asset Management, ETFs, Separately Managed..., Investments, Management, Finance, Securities, Investment Strategies, Alternative Investments, Portfolio Management, CRM
Education
Columbia University in the City of New York 2001 — 2005
Bachelors of Arts, Political Science; Latino Studies
John Shrewsbury John Shrewsbury's Sentinel Investments Experience November 2012 - May 2015
Job Vice President, Sr Retirement Consultant
Industry Financial Services
Experience
Federated Investors May 2015 - Present
Sentinel Investments November 2012 - May 2015
Aegos Financial, Inc. May 2012 - November 2012
RJF Financial Services September 2006 - May 2012
US Air Force Academy March 2000 - May 2011
Foster Klima & Co. March 2004 - September 2006
USAF June 1989 - March 2004
Skills
Qualified Retirement..., Retirement Plan..., Series 6, Series 63, Defined Contribution, Process Improvement, Operational Planning, Sales Operations, Sales Management, Development Of Employees, Program Management, DoD, Air Force, National Security, Command, Aviation, Government Contracting, Tactics, Top Secret, Leadership, Retirement, Defense, Intelligence, Mutual Funds, Cross-functional Team..., Organizational..., Operations Management, Leadership Development, Aircraft, Military Experience, Asset Management, Strategic Leadership, Pensions, Security Clearance, Flight Safety, Weapons, Military, Intelligence Analysis, Military Operations, Team Building, Retirement Planning, Aerospace, Government, Flights, Asset Allocation, Risk Management, Homeland Security, 401k
Education
United States Air Force Academy 1985 — 1989
BS, Civil Engineering
Columbia Heights High School 1982 — 1985
Federated Investors May 2015 - Present
Sentinel Investments November 2012 - May 2015
Aegos Financial, Inc. May 2012 - November 2012
RJF Financial Services September 2006 - May 2012
US Air Force Academy March 2000 - May 2011
Foster Klima & Co. March 2004 - September 2006
USAF June 1989 - March 2004
Skills
Qualified Retirement..., Retirement Plan..., Series 6, Series 63, Defined Contribution, Process Improvement, Operational Planning, Sales Operations, Sales Management, Development Of Employees, Program Management, DoD, Air Force, National Security, Command, Aviation, Government Contracting, Tactics, Top Secret, Leadership, Retirement, Defense, Intelligence, Mutual Funds, Cross-functional Team..., Organizational..., Operations Management, Leadership Development, Aircraft, Military Experience, Asset Management, Strategic Leadership, Pensions, Security Clearance, Flight Safety, Weapons, Military, Intelligence Analysis, Military Operations, Team Building, Retirement Planning, Aerospace, Government, Flights, Asset Allocation, Risk Management, Homeland Security, 401k
Education
United States Air Force Academy 1985 — 1989
BS, Civil Engineering
Columbia Heights High School 1982 — 1985
Brian Ficek, CMFC® Brian Ficek, CMFC®'s Sentinel Investments Experience 2008 - Present
Job Regional Vice President at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments 2008 - Present
Skills
Asset Allocation, Mutual Funds, Series 7, Securities, Series 63, Series 6
Education
Creighton University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Sentinel Investments 2008 - Present
Skills
Asset Allocation, Mutual Funds, Series 7, Securities, Series 63, Series 6
Education
Creighton University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Chuck Schwartz Chuck Schwartz's Sentinel Investments Experience September 2004 - July 2012
Job Portfolio Manager at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2004 - July 2012
Sentinel Investments September 1996 - September 2004
Education
University of Louisville 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado at Boulder 1982 — 1985
Bachelor of Science (BS), Engineering
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2004 - July 2012
Sentinel Investments September 1996 - September 2004
Education
University of Louisville 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado at Boulder 1982 — 1985
Bachelor of Science (BS), Engineering
Jeffrey Royer, J.D., CRCM Jeffrey Royer, J.D., CRCM's Sentinel Investments Experience June 2007 - March 2013
Job Assistant Vice President Compliance Manager at Merchants Bank
Industry Law Practice
Experience
Merchants Bank March 2014 - Present
Burak Anderson & Melloni, PLC March 2013 - March 2014
Sentinel Investments June 2007 - March 2013
Pan Am Systems August 2006 - June 2007
American Tower Corporation January 2006 - August 2006
Intellectual Property Practice & Transaction Clinic August 2004 - January 2005
Standex International 2002 - 2003
Skills
Corporate Law, Compliance, Legal Compliance, Risk Management, Asset Managment, Securities Regulation, Mutual Funds, Asset Management, Series 7, Series 26, Securities Law, SEC compliance, Securities Litigation, Securities Fraud, Leadership, Intellectual Property, General Corporate..., Transactional Law, Corporate Development, Project Management, Business Acquisition, FINRA, Due Diligence, Municipal Law, Anti Money Laundering, OFAC, Bank Secrecy Act
Education
University of New Hampshire School of Law 2002 — 2005
J.D., Law
University of Pittsburgh 1998 — 2002
B.A., Political Science
Merchants Bank March 2014 - Present
Burak Anderson & Melloni, PLC March 2013 - March 2014
Sentinel Investments June 2007 - March 2013
Pan Am Systems August 2006 - June 2007
American Tower Corporation January 2006 - August 2006
Intellectual Property Practice & Transaction Clinic August 2004 - January 2005
Standex International 2002 - 2003
Skills
Corporate Law, Compliance, Legal Compliance, Risk Management, Asset Managment, Securities Regulation, Mutual Funds, Asset Management, Series 7, Series 26, Securities Law, SEC compliance, Securities Litigation, Securities Fraud, Leadership, Intellectual Property, General Corporate..., Transactional Law, Corporate Development, Project Management, Business Acquisition, FINRA, Due Diligence, Municipal Law, Anti Money Laundering, OFAC, Bank Secrecy Act
Education
University of New Hampshire School of Law 2002 — 2005
J.D., Law
University of Pittsburgh 1998 — 2002
B.A., Political Science
Stephen Greenhut's Sentinel Investments Experience September 2007 - June 2012
Job Principal at SnrG Consulting
Industry Investment Management
Experience
Sentinel Investments September 2007 - June 2012
Ryan Beck & Co. August 2003 - September 2007
GE Asset management June 2001 - July 2003
Morgan Stanley Dean Witter Advisors December 1996 - June 2001
Oppenheimer Capital November 1990 - December 1996
SEI Corporation August 1989 - November 1990
Sumitomo Bank of New York Trust Company March 1988 - August 1989
Skills
Financial Services, Consultative Sales..., Investment Sales, Relationship Management, Investments, Investment Strategies, Investment Research, Due Diligence, Competitive Analysis, Sales Presentation..., Peer Mentoring, Institutional Sales, Institutional..., New Business Development, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, ETFs, Strategy, Finance, Securities, FINRA, 401k, Series 6, Series 7, Series 63, Series 65, Six Sigma, Certified Green Belt, Certified Investment..., Morningstar Direct, Bloomberg
Education
The University of Connecticut 1983 — 1987
BA, Economics
Staples High School 1981 — 1983
Sentinel Investments September 2007 - June 2012
Ryan Beck & Co. August 2003 - September 2007
GE Asset management June 2001 - July 2003
Morgan Stanley Dean Witter Advisors December 1996 - June 2001
Oppenheimer Capital November 1990 - December 1996
SEI Corporation August 1989 - November 1990
Sumitomo Bank of New York Trust Company March 1988 - August 1989
Skills
Financial Services, Consultative Sales..., Investment Sales, Relationship Management, Investments, Investment Strategies, Investment Research, Due Diligence, Competitive Analysis, Sales Presentation..., Peer Mentoring, Institutional Sales, Institutional..., New Business Development, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, ETFs, Strategy, Finance, Securities, FINRA, 401k, Series 6, Series 7, Series 63, Series 65, Six Sigma, Certified Green Belt, Certified Investment..., Morningstar Direct, Bloomberg
Education
The University of Connecticut 1983 — 1987
BA, Economics
Staples High School 1981 — 1983
Ken Weliczka Ken Weliczka's Sentinel Investments Experience June 2011 - Present
Job Vice President, Corporate Bonds & Derivatives at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments June 2011 - Present
AIG Asset Management September 2007 - June 2011
Barclays Capital June 2003 - August 2007
State Farm Insurance September 1993 - July 2002
Skills
Asset Managment, Credit Analysis, Fixed Income, Fundamental Analysis, Insurance, Asset Management, Finance, Financial Modeling, Valuation, Leadership
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance and Corporate Accounting
Hamilton College 1989 — 1993
BA, Economics
Saratoga Springs High School 1985 — 1989
Sentinel Investments June 2011 - Present
AIG Asset Management September 2007 - June 2011
Barclays Capital June 2003 - August 2007
State Farm Insurance September 1993 - July 2002
Skills
Asset Managment, Credit Analysis, Fixed Income, Fundamental Analysis, Insurance, Asset Management, Finance, Financial Modeling, Valuation, Leadership
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance and Corporate Accounting
Hamilton College 1989 — 1993
BA, Economics
Saratoga Springs High School 1985 — 1989
Matthew Spitznagle Matthew Spitznagle's Sentinel Investments Experience September 2005 - July 2012
Job Equity Analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2005 - July 2012
Northern Trust 1998 - 2005
American Re Asset Management 1998 - 1998
International Insurance Company 1995 - 1998
American National Bank 1993 - 1995
MetLife 1991 - 1993
Skills
Equity Research, Equities, Investment Strategies, Investments, Asset Managment, Bloomberg, Equity Valuation, Investment Management, Portfolio Management, Mutual Funds, Securities, Value Investing, Financial Modeling, Wealth Management, Valuation
Education
Northern Illinois University 1993 — 1995
MBA, Investments
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Wheaton Central High School 1984 — 1987
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2005 - July 2012
Northern Trust 1998 - 2005
American Re Asset Management 1998 - 1998
International Insurance Company 1995 - 1998
American National Bank 1993 - 1995
MetLife 1991 - 1993
Skills
Equity Research, Equities, Investment Strategies, Investments, Asset Managment, Bloomberg, Equity Valuation, Investment Management, Portfolio Management, Mutual Funds, Securities, Value Investing, Financial Modeling, Wealth Management, Valuation
Education
Northern Illinois University 1993 — 1995
MBA, Investments
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Wheaton Central High School 1984 — 1987
David Furney David Furney's Sentinel Investments Experience May 2010 - Present
Job Real Estate ~ Special Projects at Sentinel Investments
Industry Real Estate
Experience
Sentinel Investments May 2010 - Present
Lang McLaughry Real Estate 2007 - Present
VT State Craft Centers @ Frog Hollow December 2003 - August 2007
RESI ~ Furney June 1992 - December 2003
Engelberth Properties 1988 - 1992
National Property Advisors 1978 - 1987
Education
University of Pennsylvania 1976 — 1977
MCP, City & Regional Planning
University of Pennsylvania - The Wharton School 1975 — 1976
MBA, Real Estate Finance
Middlebury College 1968 — 1972
BA, Studio Art
Sentinel Investments May 2010 - Present
Lang McLaughry Real Estate 2007 - Present
VT State Craft Centers @ Frog Hollow December 2003 - August 2007
RESI ~ Furney June 1992 - December 2003
Engelberth Properties 1988 - 1992
National Property Advisors 1978 - 1987
Education
University of Pennsylvania 1976 — 1977
MCP, City & Regional Planning
University of Pennsylvania - The Wharton School 1975 — 1976
MBA, Real Estate Finance
Middlebury College 1968 — 1972
BA, Studio Art
Christina Esposito Christina Esposito's Sentinel Investments Experience April 2013 - September 2013
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management November 2013 - Present
Sentinel Investments April 2013 - September 2013
FactSet Research Systems September 2010 - March 2013
Hess Corporation July 2008 - September 2010
John Wiley and Sons May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
FactSet, Analysis, Business Analysis, Risk Management, Due Diligence, Corporate Finance, Analytics, Finance, Market Research, Customer Service, Business Strategy, CRM, Strategy
Education
Cornell University 2004 — 2008
B.S., Policy Analysis and Management
Lynbrook High School 2000 — 2004
Morgan Stanley Investment Management November 2013 - Present
Sentinel Investments April 2013 - September 2013
FactSet Research Systems September 2010 - March 2013
Hess Corporation July 2008 - September 2010
John Wiley and Sons May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
FactSet, Analysis, Business Analysis, Risk Management, Due Diligence, Corporate Finance, Analytics, Finance, Market Research, Customer Service, Business Strategy, CRM, Strategy
Education
Cornell University 2004 — 2008
B.S., Policy Analysis and Management
Lynbrook High School 2000 — 2004
Brian Nolan Brian Nolan's Sentinel Investments Experience May 2006 - March 2008
Job President at Nolan Capital Advisors LLC
Industry Financial Services
Experience
Nolan Capital Advisors LLC September 2011 - Present
Quest Capital Strategies Inc December 2009 - September 2011
Elements Consulting Inc November 2009 - September 2011
Colonial Brokerage February 2009 - November 2009
Washington Mutual June 2008 - February 2009
Sentinel Investments May 2006 - March 2008
Edward Jones May 2005 - May 2006
Federated Investors January 2000 - May 2005
Federated Investors March 1999 - December 1999
Federated Investors December 1998 - March 1999
Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management
Education
Slippery Rock University of Pennsylvania 1995 — 1997
BS, Sport Management
Bethany College 1992 — 1997
Franklin Regional 1988 — 1992
Nolan Capital Advisors LLC September 2011 - Present
Quest Capital Strategies Inc December 2009 - September 2011
Elements Consulting Inc November 2009 - September 2011
Colonial Brokerage February 2009 - November 2009
Washington Mutual June 2008 - February 2009
Sentinel Investments May 2006 - March 2008
Edward Jones May 2005 - May 2006
Federated Investors January 2000 - May 2005
Federated Investors March 1999 - December 1999
Federated Investors December 1998 - March 1999
Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management
Education
Slippery Rock University of Pennsylvania 1995 — 1997
BS, Sport Management
Bethany College 1992 — 1997
Franklin Regional 1988 — 1992
Sam Nickerson Sam Nickerson's Sentinel Investments Experience 1996 - 1997
Job Principal at Ecos Properties
Industry Real Estate
Experience
Ecos Properties January 2012 - Present
TearScience 2010 - 2012
Mpex Pharmaceuticals 2009 - 2012
Investor Growth Capital 2008 - 2012
Atritech 2007 - 2008
Tullis-Dickerson & Co. 2003 - 2008
SR One June 2002 - August 2002
Bioject Inc. 1999 - 2001
Sentinel Investments 1996 - 1997
Skills
Venture Capital, Medical Devices, Biotechnology, Pharmaceuticals, Investments, Start-ups
Education
The University of Chicago 2001 — 2003
MBA, Finance and Entrepreneurship
Reed College 1992 — 1996
B.A., Biochemistry & Molecular Biology
Ecos Properties January 2012 - Present
TearScience 2010 - 2012
Mpex Pharmaceuticals 2009 - 2012
Investor Growth Capital 2008 - 2012
Atritech 2007 - 2008
Tullis-Dickerson & Co. 2003 - 2008
SR One June 2002 - August 2002
Bioject Inc. 1999 - 2001
Sentinel Investments 1996 - 1997
Skills
Venture Capital, Medical Devices, Biotechnology, Pharmaceuticals, Investments, Start-ups
Education
The University of Chicago 2001 — 2003
MBA, Finance and Entrepreneurship
Reed College 1992 — 1996
B.A., Biochemistry & Molecular Biology
Scott Hinckley Scott Hinckley's Sentinel Investments Experience October 2014 - Present
Job Assistant Vice President at Sentinel Investments
Industry Commercial Real Estate
Experience
Sentinel Investments October 2014 - Present
AIG Investments December 2006 - September 2014
Skills
Asset Managment, Due Diligence, Valuation, Financial Modeling, Real Estate, Portfolio Management, Investment Properties, Loans, Underwriting, Disposition, Investments, Real Estate Economics, Commercial Mortgages, Refinance, Contract Negotiation, Real Estate Development, Financial Analysis, Private Equity, Foreclosures, Real Estate Financing, Asset Management, Real Estate Private...
Education
Texas A&M University - Mays Business School 2005 — 2006
Master of Land Economics & Real Estate, Commercial Real Estate Finance, Valuation, Law, Development, Construction
Texas A&M University 2001 — 2005
Bachelor of Arts, Biology with Minor in Business
Sentinel Investments October 2014 - Present
AIG Investments December 2006 - September 2014
Skills
Asset Managment, Due Diligence, Valuation, Financial Modeling, Real Estate, Portfolio Management, Investment Properties, Loans, Underwriting, Disposition, Investments, Real Estate Economics, Commercial Mortgages, Refinance, Contract Negotiation, Real Estate Development, Financial Analysis, Private Equity, Foreclosures, Real Estate Financing, Asset Management, Real Estate Private...
Education
Texas A&M University - Mays Business School 2005 — 2006
Master of Land Economics & Real Estate, Commercial Real Estate Finance, Valuation, Law, Development, Construction
Texas A&M University 2001 — 2005
Bachelor of Arts, Biology with Minor in Business
Edward Sarrine, CFA Edward Sarrine, CFA's Sentinel Investments Experience May 2007 - August 2007
Job Sr. Analyst Business Analytics and Strategy at Intuitive Surgical
Industry Capital Markets
Experience
RBC Capital Markets 2011 - 2012
Raymond James 2009 - 2011
Raymond James May 2008 - August 2008
Sentinel Investments May 2007 - August 2007
Bramwell Capital Management May 2006 - August 2006
Skills
Equity Research, Investments, Equities, Equity Valuation, Valuation, Financial Modeling, Bloomberg, Sell Side, Capital Markets, Investment Strategies, DCF, Corporate Finance, Mutual Funds, Stock Picking, Series 7, Investment Banking, Industry Research, Financial Analysis, Portfolio Management, Fixed Income, Value Investing, Bloomberg Terminal, Quantitative Analytics, Due Diligence, Venture Capital, Chartered Financial..., Hedge Funds, Derivatives, Investment Management, Buy-side, Securities, Finance, Analysis, Asset Allocation, Asset Management, Alternative Investments, Stocks, Fundamental Analysis, Private Equity, Data Analysis, Tableau, SQL
Education
University of Florida 2005 — 2009
MS, Finance
University of Florida
Bachelor of Science (BS), Finance
RBC Capital Markets 2011 - 2012
Raymond James 2009 - 2011
Raymond James May 2008 - August 2008
Sentinel Investments May 2007 - August 2007
Bramwell Capital Management May 2006 - August 2006
Skills
Equity Research, Investments, Equities, Equity Valuation, Valuation, Financial Modeling, Bloomberg, Sell Side, Capital Markets, Investment Strategies, DCF, Corporate Finance, Mutual Funds, Stock Picking, Series 7, Investment Banking, Industry Research, Financial Analysis, Portfolio Management, Fixed Income, Value Investing, Bloomberg Terminal, Quantitative Analytics, Due Diligence, Venture Capital, Chartered Financial..., Hedge Funds, Derivatives, Investment Management, Buy-side, Securities, Finance, Analysis, Asset Allocation, Asset Management, Alternative Investments, Stocks, Fundamental Analysis, Private Equity, Data Analysis, Tableau, SQL
Education
University of Florida 2005 — 2009
MS, Finance
University of Florida
Bachelor of Science (BS), Finance
Betsy Pecor Betsy Pecor's Sentinel Investments Experience November 2000 - July 2012
Job Portfolio Manager at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management August 2012 - Present
Sentinel Investments November 2000 - July 2012
Catalyst Ventures January 1999 - November 2000
PowerCerv 1998 - 1999
Skills
Separately Managed..., Mutual Funds, Portfolio Management, Financial Modeling, Finance, Asset Allocation, Series 7, Alternative Investments, Series 63, Investment Strategies, Securities, Asset Management, Wealth Management, Investments, Asset Managment, Entrepreneurship, Equities, Hedge Funds
Education
University of South Florida 1997 — 1999
MBA, Finance & Entrepreneurship
University of Vermont 1984 — 1988
BS, Physical Therapy
Eagle Asset Management August 2012 - Present
Sentinel Investments November 2000 - July 2012
Catalyst Ventures January 1999 - November 2000
PowerCerv 1998 - 1999
Skills
Separately Managed..., Mutual Funds, Portfolio Management, Financial Modeling, Finance, Asset Allocation, Series 7, Alternative Investments, Series 63, Investment Strategies, Securities, Asset Management, Wealth Management, Investments, Asset Managment, Entrepreneurship, Equities, Hedge Funds
Education
University of South Florida 1997 — 1999
MBA, Finance & Entrepreneurship
University of Vermont 1984 — 1988
BS, Physical Therapy
Amarendra Singh CFA Amarendra Singh CFA's Sentinel Investments Experience June 2015 - August 2015
Job MBA Candidate at Tuck School of Business
Industry Investment Management
Experience
BlackRock August 2015 - September 2015
Sentinel Investments June 2015 - August 2015
Stakeholders Empowerment Services (SES) April 2012 - July 2014
Deutsche Bank July 2008 - March 2012
Dr. Reddy's Laboratories May 2007 - June 2007
Skills
Structuring, Structured Products, Hedging, Derivatives, Equities, Bloomberg, Quantitative Finance, Capital Markets, VBA, Trading, Investment Banking, Portfolio Management, Equity Derivatives, Options, Valuation, Entrepreneurship, Financial Structuring, Emerging Markets, Equity Valuation, Equity Research, Fixed Income, Banking, Corporate Finance, Financial Modeling, Business Analysis, Analytics, Management, Data Analysis, Financial Analysis, Structured Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Indian Institute of Technology, Kanpur 2004 — 2008
Bachelor's Degree, Chemical Engineering
CAIA Association, US
Alternate Investments, Passed Level I of the CAIA Program
BlackRock August 2015 - September 2015
Sentinel Investments June 2015 - August 2015
Stakeholders Empowerment Services (SES) April 2012 - July 2014
Deutsche Bank July 2008 - March 2012
Dr. Reddy's Laboratories May 2007 - June 2007
Skills
Structuring, Structured Products, Hedging, Derivatives, Equities, Bloomberg, Quantitative Finance, Capital Markets, VBA, Trading, Investment Banking, Portfolio Management, Equity Derivatives, Options, Valuation, Entrepreneurship, Financial Structuring, Emerging Markets, Equity Valuation, Equity Research, Fixed Income, Banking, Corporate Finance, Financial Modeling, Business Analysis, Analytics, Management, Data Analysis, Financial Analysis, Structured Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Indian Institute of Technology, Kanpur 2004 — 2008
Bachelor's Degree, Chemical Engineering
CAIA Association, US
Alternate Investments, Passed Level I of the CAIA Program
Andy Mangin, CMFC® Andy Mangin, CMFC®'s Sentinel Investments Experience September 2014 - August 2015
Job Internal Wholesaler at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2015 - Present
Sentinel Investments September 2014 - August 2015
Skills
Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Equities, Investment Strategies, Series 6, Series 63
Education
Norwich University 2010 — 2014
Bachelor's Degree, Business Administration (Finance and Economics)
American University 2012 — 2012
Washington Semester Program, Global Economics and International Business
Concord-Carlisle High School 2006 — 2010
Concord, MA
Eaton Vance August 2015 - Present
Sentinel Investments September 2014 - August 2015
Skills
Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Equities, Investment Strategies, Series 6, Series 63
Education
Norwich University 2010 — 2014
Bachelor's Degree, Business Administration (Finance and Economics)
American University 2012 — 2012
Washington Semester Program, Global Economics and International Business
Concord-Carlisle High School 2006 — 2010
Concord, MA
Cleo Zagrean, CFA's Sentinel Investments Experience June 2004 - August 2005
Job Analyst at Macquarie Capital (USA) Inc.
Industry Financial Services
Experience
Macquarie Capital (USA) Inc. May 2010 - Present
Companion Investment Research August 2009 - May 2010
Sentinel Investments June 2004 - August 2005
Ryan Beck & Co. June 2001 - March 2004
Evanston Capital Advisors May 1999 - March 2000
Synergy Group August 1997 - March 1999
Skills
Equity Research, Equities, Private Equity, Investments, Mutual Funds, Securities, Research, Financial Modeling, Valuation, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Emerging Markets, Bloomberg
Education
University of Pennsylvania - The Wharton School
MBA, Strategy, Innovation, Entrepreneurship, Responsible Investing, Nonprofit Leadership.
Macquarie Capital (USA) Inc. May 2010 - Present
Companion Investment Research August 2009 - May 2010
Sentinel Investments June 2004 - August 2005
Ryan Beck & Co. June 2001 - March 2004
Evanston Capital Advisors May 1999 - March 2000
Synergy Group August 1997 - March 1999
Skills
Equity Research, Equities, Private Equity, Investments, Mutual Funds, Securities, Research, Financial Modeling, Valuation, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Emerging Markets, Bloomberg
Education
University of Pennsylvania - The Wharton School
MBA, Strategy, Innovation, Entrepreneurship, Responsible Investing, Nonprofit Leadership.
Jake Mason, CFP®'s Sentinel Investments Experience September 2000 - June 2005
Job Wealth Manager, Partner at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisory Group, Inc. March 2007 - Present
Sentinel Investments September 2000 - June 2005
SAFECO Life & Investments January 1995 - September 2000
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Estate Planning, Finance, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Asset Managment, Retirement, Investment Advisory, Investment Strategies, Financial Planners, Tax, Financial Analysis, Small Business, Insurance, Business Development, Risk Management, Pensions, 401k, Financial Modeling, IRAs, Investment Management, Securities, Certified Financial..., Wealth Management..., Tactical Asset..., Wealth Preservation..., Financial Planning, Asset Management
Education
Georgetown University 1990 — 1994
BS, International Finance
Pinnacle Advisory Group, Inc. March 2007 - Present
Sentinel Investments September 2000 - June 2005
SAFECO Life & Investments January 1995 - September 2000
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Estate Planning, Finance, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Asset Managment, Retirement, Investment Advisory, Investment Strategies, Financial Planners, Tax, Financial Analysis, Small Business, Insurance, Business Development, Risk Management, Pensions, 401k, Financial Modeling, IRAs, Investment Management, Securities, Certified Financial..., Wealth Management..., Tactical Asset..., Wealth Preservation..., Financial Planning, Asset Management
Education
Georgetown University 1990 — 1994
BS, International Finance
John Haase, CIMA's Sentinel Investments Experience January 2012 - Present
Job Head of Marketing at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
Dale Line's Sentinel Investments Experience July 2008 - October 2013
Job Digital Content Strategy at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2014 - Present
TIAA-CREF November 2013 - September 2014
Sentinel Investments July 2008 - October 2013
RiverSource Investments May 2006 - July 2008
RiverSource Investments August 2001 - May 2006
Aveus March 2000 - March 2001
PRI Public Radio International April 1999 - March 2000
Star Tribune April 1993 - April 1999
Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing
Education
University of St. Thomas - Opus College of Business 1995 — 1998
M.B.A., Marketing
University of Minnesota-Twin Cities 1979 — 1983
B.A., Economics
Morgan Stanley Investment Management September 2014 - Present
TIAA-CREF November 2013 - September 2014
Sentinel Investments July 2008 - October 2013
RiverSource Investments May 2006 - July 2008
RiverSource Investments August 2001 - May 2006
Aveus March 2000 - March 2001
PRI Public Radio International April 1999 - March 2000
Star Tribune April 1993 - April 1999
Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing
Education
University of St. Thomas - Opus College of Business 1995 — 1998
M.B.A., Marketing
University of Minnesota-Twin Cities 1979 — 1983
B.A., Economics
Geoffrey Emanuel's Sentinel Investments Experience July 2008 - Present
Job VP at Sentinel Investments
Industry Real Estate
Experience
Sentinel Investments July 2008 - Present
NorthStar Realty Finance March 2007 - December 2007
GMAC Commercial Mortgage August 2005 - November 2006
HomeStreet Bank March 2003 - July 2006
Bank United 1999 - 2003
Unum 1998 - 1999
Phoenix Realty Group May 1995 - May 1998
Connecticut Mutual Life January 1992 - May 1995
Income Property Finance Corp 1987 - 1991
Hartford Investors 1985 - 1987
Skills
Commercial Mortgages, Real Estate Investment, Property Management, Real Estate, Investment Properties, Asset Managment, Loans, Asset Management, Disposition, Real Estate Economics, Portfolio Management, Financial Structuring, Real Estate Transactions, Mortgage Lending, Due Diligence, Financial Analysis, Commercial Real Estate, Leases, Corporate Real Estate, Private Equity, Investment Management, Acquisitions, Investments
Education
Colby College 1975 — 1979
BS, Economics
Deerfield Academy 1971 — 1975
Sentinel Investments July 2008 - Present
NorthStar Realty Finance March 2007 - December 2007
GMAC Commercial Mortgage August 2005 - November 2006
HomeStreet Bank March 2003 - July 2006
Bank United 1999 - 2003
Unum 1998 - 1999
Phoenix Realty Group May 1995 - May 1998
Connecticut Mutual Life January 1992 - May 1995
Income Property Finance Corp 1987 - 1991
Hartford Investors 1985 - 1987
Skills
Commercial Mortgages, Real Estate Investment, Property Management, Real Estate, Investment Properties, Asset Managment, Loans, Asset Management, Disposition, Real Estate Economics, Portfolio Management, Financial Structuring, Real Estate Transactions, Mortgage Lending, Due Diligence, Financial Analysis, Commercial Real Estate, Leases, Corporate Real Estate, Private Equity, Investment Management, Acquisitions, Investments
Education
Colby College 1975 — 1979
BS, Economics
Deerfield Academy 1971 — 1975
Robert Lee, CFA's Sentinel Investments Experience November 1993 - June 2006
Job Chief Equity Strategist & Senior Vice President
Industry Investment Management
Experience
People's United Bank October 2008 - Present
KDP Investment Advisors June 2006 - October 2008
Sentinel Investments November 1993 - June 2006
Shawmut National Corp. November 1986 - November 1993
Skills
Equities, Investment Advisory, Mutual Funds, Financial Services, Strategy, Investments, Portfolio Management, Credit
Education
Harvard Business School 1977 — 1979
MBA, General Management & Finance
Yale University 1973 — 1977
B.A., Economics
People's United Bank October 2008 - Present
KDP Investment Advisors June 2006 - October 2008
Sentinel Investments November 1993 - June 2006
Shawmut National Corp. November 1986 - November 1993
Skills
Equities, Investment Advisory, Mutual Funds, Financial Services, Strategy, Investments, Portfolio Management, Credit
Education
Harvard Business School 1977 — 1979
MBA, General Management & Finance
Yale University 1973 — 1977
B.A., Economics
Keith Maurice's Sentinel Investments Experience March 2004 - June 2009
Job Women's Assistant Coach at Ohio State
Industry Sports
Experience
The Ohio State University June 2013 - Present
Norwich University June 2009 - May 2013
Sentinel Investments March 2004 - June 2009
Sentinel Investments March 2003 - March 2004
Skills
Accounting, Analysis, Asset Allocation, Asset Managment, Athletic Training, Athletics, Budgets, Coaching, Community Outreach, Customer Service, Editing, Data Analysis, Event Management, Equities, Financial Analysis, Event Planning, Fundraising, Financial Modeling, Investments, Higher Education, Leadership Development, Management, Leadership, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Nonprofits, Mutual Funds, Portfolio Management, PowerPoint, Process Improvement, Outlook, Project Management, Program Management, Public Speaking, Public Relations, Research, Recruiting, Sales, Risk Management
Education
Norwich University 1998 — 2002
Bachelor of Science, Business Management
The Ohio State University June 2013 - Present
Norwich University June 2009 - May 2013
Sentinel Investments March 2004 - June 2009
Sentinel Investments March 2003 - March 2004
Skills
Accounting, Analysis, Asset Allocation, Asset Managment, Athletic Training, Athletics, Budgets, Coaching, Community Outreach, Customer Service, Editing, Data Analysis, Event Management, Equities, Financial Analysis, Event Planning, Fundraising, Financial Modeling, Investments, Higher Education, Leadership Development, Management, Leadership, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Nonprofits, Mutual Funds, Portfolio Management, PowerPoint, Process Improvement, Outlook, Project Management, Program Management, Public Speaking, Public Relations, Research, Recruiting, Sales, Risk Management
Education
Norwich University 1998 — 2002
Bachelor of Science, Business Management
Greg Pierce's Sentinel Investments Experience August 2011 - November 2014
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners December 2014 - Present
Sentinel Investments August 2011 - November 2014
Sentinel Investments January 2005 - July 2011
Sentinel Investments January 2004 - January 2005
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 6, Risk Management, Securities, Building Relationships, FINRA, 401k, Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Morningstar, Zephyr Style Advisor, Portfolio Management, Series 26, New Business Development, Series 7
Education
Plymouth State University 1994 — 1999
Bachelors Degree
Spaulding High School
Diploma
Virtus Investment Partners December 2014 - Present
Sentinel Investments August 2011 - November 2014
Sentinel Investments January 2005 - July 2011
Sentinel Investments January 2004 - January 2005
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 6, Risk Management, Securities, Building Relationships, FINRA, 401k, Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Morningstar, Zephyr Style Advisor, Portfolio Management, Series 26, New Business Development, Series 7
Education
Plymouth State University 1994 — 1999
Bachelors Degree
Spaulding High School
Diploma
Christopher Colby's Sentinel Investments Experience 2005 - Present
Job Regional Sales Representative at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Justin Carfora's Sentinel Investments Experience October 2014 - Present
Job VP Regional Consultant for Sentinel Investments in Florida
Industry Financial Services
Experience
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Scott Swenson's Sentinel Investments Experience June 2014 - Present
Job Investment Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments June 2014 - Present
MAST Capital Management November 2009 - August 2013
Bank of America November 2008 - November 2009
Banc of America Securities January 2007 - November 2008
Banc of America Securities May 2003 - December 2006
Salomon Smith Barney January 1998 - June 2001
Smith Barney April 1996 - January 1998
Smith Barney 1996 - 1997
Skills
Hedge Funds, Capital Markets, Credit, Investments, Leveraged Finance, Loans, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2003
Dartmouth College 1991 — 1995
Sentinel Investments June 2014 - Present
MAST Capital Management November 2009 - August 2013
Bank of America November 2008 - November 2009
Banc of America Securities January 2007 - November 2008
Banc of America Securities May 2003 - December 2006
Salomon Smith Barney January 1998 - June 2001
Smith Barney April 1996 - January 1998
Smith Barney 1996 - 1997
Skills
Hedge Funds, Capital Markets, Credit, Investments, Leveraged Finance, Loans, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2003
Dartmouth College 1991 — 1995
Robert Wolanski's Sentinel Investments Experience September 2014 - Present
Job Head of Retail Sales at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments September 2014 - Present
Skills
Sales Management, Relationship Management, Marketing, Strategic Planning, Equities, Coaching, Asset Management, Asset Allocation, Fixed Annuities, Series 6
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA)
Sentinel Investments September 2014 - Present
Skills
Sales Management, Relationship Management, Marketing, Strategic Planning, Equities, Coaching, Asset Management, Asset Allocation, Fixed Annuities, Series 6
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA)
Steve Killoran's Sentinel Investments Experience Vice PresidentSentinel Asset Management1998 - Present
Job VPKey Accounts at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments Vice PresidentSentinel Asset Management1998 - Present
Education
Keene State College
Sentinel Investments Vice PresidentSentinel Asset Management1998 - Present
Education
Keene State College
Nick Pugh's Sentinel Investments Experience February 2006 - December 2009
Job AVP Sales at Kotak Mahindra Bank
Industry Financial Services
Experience
Kotak Mahindra Bank November 2011 - Present
Aquila Funds September 2010 - August 2011
Sentinel Investments February 2006 - December 2009
Skills
Separately Managed..., Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, ETFs, Securities, Wealth Management, 401k, Investment Strategies, Investments, Investment Management, Hedge Funds, Asset Managment, Equities, Fixed Income, Relationship Management
Education
Davis and Elkins College 1999 — 2003
Bachelor's degree, Marketing and Economics
Kotak Mahindra Bank November 2011 - Present
Aquila Funds September 2010 - August 2011
Sentinel Investments February 2006 - December 2009
Skills
Separately Managed..., Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, ETFs, Securities, Wealth Management, 401k, Investment Strategies, Investments, Investment Management, Hedge Funds, Asset Managment, Equities, Fixed Income, Relationship Management
Education
Davis and Elkins College 1999 — 2003
Bachelor's degree, Marketing and Economics
Christopher Hewitt's Sentinel Investments Experience January 2010 - August 2012
Job Director, DCIO Specialist PNC Capital Advisors, LLC
Industry Financial Services
Experience
PNC Capital Advisors, LLC June 2014 - Present
Emerald Advisors August 2012 - June 2014
Sentinel Investments January 2010 - August 2012
Sentinel Investments August 2008 - January 2010
Sentinel Investments June 2007 - August 2008
Sentinel Investments November 2005 - May 2007
Education
Drexel University 1998 — 2003
Bachelor of Arts, Business
Lower Merion High school
PNC Capital Advisors, LLC June 2014 - Present
Emerald Advisors August 2012 - June 2014
Sentinel Investments January 2010 - August 2012
Sentinel Investments August 2008 - January 2010
Sentinel Investments June 2007 - August 2008
Sentinel Investments November 2005 - May 2007
Education
Drexel University 1998 — 2003
Bachelor of Arts, Business
Lower Merion High school
Kevin Peoples's Sentinel Investments Experience July 2007 - Present
Job SVP, Director of Sales and Marketing Analytics at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments July 2007 - Present
MFS Investment Management 2004 - 2007
Skills
Investment Management, Bloomberg, Investments, FINRA, Asset Management, Mutual Funds, Series 7, Equities, Fixed Income, Series 63, Portfolio Management, Series 6, Securities, Hedge Funds, Financial Services, ETFs, Asset Allocation, Alternative Investments
Education
Saint Michael's College 1987 — 1991
BA, Psychology
Sentinel Investments July 2007 - Present
MFS Investment Management 2004 - 2007
Skills
Investment Management, Bloomberg, Investments, FINRA, Asset Management, Mutual Funds, Series 7, Equities, Fixed Income, Series 63, Portfolio Management, Series 6, Securities, Hedge Funds, Financial Services, ETFs, Asset Allocation, Alternative Investments
Education
Saint Michael's College 1987 — 1991
BA, Psychology
David Kania's Sentinel Investments Experience April 2010 - Present
Job Vice President, Retirement & Subadvisory Services at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments April 2010 - Present
American Beacon Advisors, Inc. April 2009 - April 2010
Transamerica Investment Management July 2004 - October 2008
Berger Financial Group February 1998 - October 2002
Skills
Series 63, Mutual Funds, Wealth Management, Asset Managment, Retirement, Retirement Planning, Asset Management, Financial Services, Investments, Investment Management, Securities, Asset Allocation, Series 7, Sales, Investment Strategies, 401k, Investment Advisory
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1993
MBA
Boston College 1984 — 1988
BA, Economics
Sentinel Investments April 2010 - Present
American Beacon Advisors, Inc. April 2009 - April 2010
Transamerica Investment Management July 2004 - October 2008
Berger Financial Group February 1998 - October 2002
Skills
Series 63, Mutual Funds, Wealth Management, Asset Managment, Retirement, Retirement Planning, Asset Management, Financial Services, Investments, Investment Management, Securities, Asset Allocation, Series 7, Sales, Investment Strategies, 401k, Investment Advisory
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1993
MBA
Boston College 1984 — 1988
BA, Economics
Jasel Panchal's Sentinel Investments Experience May 2015 - August 2015
Job MBA Candidate at Ross School of Business
Industry Venture Capital & Private Equity
Experience
Sentinel Investments May 2015 - August 2015
Pressbox May 2013 - September 2014
Ares Management July 2011 - February 2013
Barclays Capital (Lehman Bros.) July 2008 - June 2011
Jefferies May 2007 - August 2007
Skills
Due Diligence, Credit Analysis, Investments, Valuation, Emotional Intelligence, Financial Modeling, Leveraged Finance, LBO, Mergers & Acquisitions, Start-ups, Portfolio Management, Investment Management, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
MBA, Finance and Strategy
University of Michigan 2004 — 2008
BBA, Accounting and Finance
Barrington High School
Sentinel Investments May 2015 - August 2015
Pressbox May 2013 - September 2014
Ares Management July 2011 - February 2013
Barclays Capital (Lehman Bros.) July 2008 - June 2011
Jefferies May 2007 - August 2007
Skills
Due Diligence, Credit Analysis, Investments, Valuation, Emotional Intelligence, Financial Modeling, Leveraged Finance, LBO, Mergers & Acquisitions, Start-ups, Portfolio Management, Investment Management, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
MBA, Finance and Strategy
University of Michigan 2004 — 2008
BBA, Accounting and Finance
Barrington High School
Bill Aikman's Sentinel Investments Experience May 2015 - Present
Job Product Marketing Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Robert Armstrong, CFA, PRM's Sentinel Investments Experience April 2011 - May 2015
Job Director Institutional Group at Swan Global Investments
Industry Investment Management
Experience
Swan Global Investments May 2015 - Present
Sentinel Investments April 2011 - May 2015
Sentinel Investments May 2008 - April 2011
Sentinel Investments May 2007 - May 2008
Skills
Platform Business..., Chartered Financial..., New Business Development, RIA Sales, Product Specialist, Institutional Sales, Key Account..., Platform Sales, Sales Presentations, Analyst Relations, Mutual Funds, Asset Allocation, Due Diligence, Relationship Management, Portfolio Strategy, professional risk..., Sales & Marketing, Mutual Fund Due..., Business Development, Institutional..., Institutional Relations, Fixed Income, Finals Presentations, Alternative Investments, Liquid Alternatives, Hedged Equity, Options Strategies, Portfolio Optimization
Education
Norwich University
BS, Business
Buckinghamshire New University
Business Management
Swan Global Investments May 2015 - Present
Sentinel Investments April 2011 - May 2015
Sentinel Investments May 2008 - April 2011
Sentinel Investments May 2007 - May 2008
Skills
Platform Business..., Chartered Financial..., New Business Development, RIA Sales, Product Specialist, Institutional Sales, Key Account..., Platform Sales, Sales Presentations, Analyst Relations, Mutual Funds, Asset Allocation, Due Diligence, Relationship Management, Portfolio Strategy, professional risk..., Sales & Marketing, Mutual Fund Due..., Business Development, Institutional..., Institutional Relations, Fixed Income, Finals Presentations, Alternative Investments, Liquid Alternatives, Hedged Equity, Options Strategies, Portfolio Optimization
Education
Norwich University
BS, Business
Buckinghamshire New University
Business Management
Jamie Chui's Sentinel Investments Experience April 2012 - Present
Job International Equity
Industry Investment Management
Experience
Sentinel Investments April 2012 - Present
Newport May 2010 - May 2012
Sentinel Investments October 2006 - April 2010
Newport/Columbia 2001 - 2006
Putnam Investments 1997 - 2000
Loomis Sayles 1995 - 1998
Skills
Equity Research, Investments, Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Capital Markets, Financial Modeling
Education
Smith College
Sentinel Investments April 2012 - Present
Newport May 2010 - May 2012
Sentinel Investments October 2006 - April 2010
Newport/Columbia 2001 - 2006
Putnam Investments 1997 - 2000
Loomis Sayles 1995 - 1998
Skills
Equity Research, Investments, Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Capital Markets, Financial Modeling
Education
Smith College
Charles Tucker Johnson's Sentinel Investments Experience June 2011 - August 2011
Job Investment Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial March 2014 - Present
Payden & Rygel June 2012 - March 2014
Sentinel Investments June 2011 - August 2011
Skills
Credit Analysis, Microsoft Excel, Financial Modeling, Economics, Research, Barclays Point, Bloomberg, Capital IQ, Proprietary Systems
Education
Middlebury College 2008 — 2012
BA, Economics and History
Great-West Financial March 2014 - Present
Payden & Rygel June 2012 - March 2014
Sentinel Investments June 2011 - August 2011
Skills
Credit Analysis, Microsoft Excel, Financial Modeling, Economics, Research, Barclays Point, Bloomberg, Capital IQ, Proprietary Systems
Education
Middlebury College 2008 — 2012
BA, Economics and History
Peter Hassler, CFA's Sentinel Investments Experience 2014 - Present
Job VP Portfolio Manager at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2014 - Present
Sentinel Investments 2012 - Present
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2008 - 2009
Dwight Asset Management 2006 - 2008
Skills
Portfolio Management, RMBS, MBS, INTEX, ABS, Trading, Credit Analysis, Fixed Income, Structured Products, Bonds, Valuation, Asset Management, Asset Allocation, Investments
Education
Gordon College
BA, Economics & Business
University of Richmond
Sentinel Investments 2014 - Present
Sentinel Investments 2012 - Present
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2008 - 2009
Dwight Asset Management 2006 - 2008
Skills
Portfolio Management, RMBS, MBS, INTEX, ABS, Trading, Credit Analysis, Fixed Income, Structured Products, Bonds, Valuation, Asset Management, Asset Allocation, Investments
Education
Gordon College
BA, Economics & Business
University of Richmond
E.G. Woods, CFA's Sentinel Investments Experience October 2013 - Present
Job Equity Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Sanil Daptardar's Sentinel Investments Experience Vice PresidentBramwell Capital Management, Inc.2004 - 2006
Job vice president at sentinel investments
Industry Investment Management
Experience
sentinel investments Vice PresidentBramwell Capital Management, Inc.2004 - 2006
Education
University of Mumbai
sentinel investments Vice PresidentBramwell Capital Management, Inc.2004 - 2006
Education
University of Mumbai
Frank Persampieri's Sentinel Investments Experience November 2014 - Present
Job Regional Vice President at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
Chris Ridberg's Sentinel Investments Experience July 2010 - February 2015
Job Regional Vice President at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs March 2015 - Present
Sentinel Investments July 2010 - February 2015
Evergreen Investments November 2006 - January 2010
Evergreen Investments September 2005 - October 2006
Evergreen Investments February 2003 - September 2005
Global Distribution Strategies June 2001 - February 2003
Skills
Series 7, Series 6, Retirement Planning, Separately Managed..., Series 63, Asset Allocation, Mutual Funds, 401k
Education
Mars Hill University 1997 — 2001
BA, Banking and Finance, Accounting
Stone Mountain High School 1992 — 1996
Van Eck Global Market Vectors ETFs March 2015 - Present
Sentinel Investments July 2010 - February 2015
Evergreen Investments November 2006 - January 2010
Evergreen Investments September 2005 - October 2006
Evergreen Investments February 2003 - September 2005
Global Distribution Strategies June 2001 - February 2003
Skills
Series 7, Series 6, Retirement Planning, Separately Managed..., Series 63, Asset Allocation, Mutual Funds, 401k
Education
Mars Hill University 1997 — 2001
BA, Banking and Finance, Accounting
Stone Mountain High School 1992 — 1996
Dan Mosley's Sentinel Investments Experience September 2005 - Present
Job Vice President at Sentinel Investments
Industry Commercial Real Estate
Experience
Sentinel Investments September 2005 - Present
Northmarq Capital 1998 - 2005
Education
The University of Texas at Austin 1979 — 1982
B.A., Economics
W. T. White
Sentinel Investments September 2005 - Present
Northmarq Capital 1998 - 2005
Education
The University of Texas at Austin 1979 — 1982
B.A., Economics
W. T. White
Sanil Daptardar's Sentinel Investments Experience 2006 - 2013
Job Investment Professional
Industry Financial Services
Experience
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Ashley Lambert's Sentinel Investments Experience January 2009 - May 2009
Job IS Analyst at Harris RF Communications
Industry Defense & Space
Experience
Harris RF Communications June 2009 - Present
Sentinel Investments January 2009 - May 2009
Goodrich Sensor Systems June 2008 - August 2008
Skills
Testing, Systems Engineering, Program Management, Financial Analysis, Software Development, Analysis, Microsoft Excel, Data Analysis
Education
University of Vermont 2005 — 2009
B.S. Mathematics, Statistics
University of Vermont 2005 — 2009
B.S. Business Administration, Management Information Systems
University of Rochester - Simon Business School
Harris RF Communications June 2009 - Present
Sentinel Investments January 2009 - May 2009
Goodrich Sensor Systems June 2008 - August 2008
Skills
Testing, Systems Engineering, Program Management, Financial Analysis, Software Development, Analysis, Microsoft Excel, Data Analysis
Education
University of Vermont 2005 — 2009
B.S. Mathematics, Statistics
University of Vermont 2005 — 2009
B.S. Business Administration, Management Information Systems
University of Rochester - Simon Business School
Angela Vallot's Sentinel Investments Experience 1996 - Present
Job Partner, VallotKarp Consulting LLC
Industry Management Consulting
Experience
VallotKarp Consulting LLC 2004 - Present
NAACP Legal Defense and Educational Fund, Inc. 2010 - Present
Sentinel Investments 1996 - Present
Colgate Palmolive 2001 - 2003
Texaco 1997 - 2001
Arent Fox 1990 - 1997
Jones Day 1985 - 1990
Skills
Corporate Law, Intellectual Property, Diversity & Inclusion, Leadership, Talent Management, Staff Development, Succession Planning, Marketing Strategy, Human Resources, Executive Coaching, Training, Strategic Planning, Management Consulting, Corporate Social..., Strategy, Mergers, Public Relations
Education
Georgetown University Law Center 1977 — 1980
Juris Doctor, Law
Mills College 1974 — 1977
Bachelor of Arts, Government
VallotKarp Consulting LLC 2004 - Present
NAACP Legal Defense and Educational Fund, Inc. 2010 - Present
Sentinel Investments 1996 - Present
Colgate Palmolive 2001 - 2003
Texaco 1997 - 2001
Arent Fox 1990 - 1997
Jones Day 1985 - 1990
Skills
Corporate Law, Intellectual Property, Diversity & Inclusion, Leadership, Talent Management, Staff Development, Succession Planning, Marketing Strategy, Human Resources, Executive Coaching, Training, Strategic Planning, Management Consulting, Corporate Social..., Strategy, Mergers, Public Relations
Education
Georgetown University Law Center 1977 — 1980
Juris Doctor, Law
Mills College 1974 — 1977
Bachelor of Arts, Government
Carl Berg's Sentinel Investments Experience September 2008 - Present
Job Vice President at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments September 2008 - Present
MFS Investment Management February 1998 - September 2008
Delaware Investments, a member of the Macquarie Group August 1995 - January 1998
Education
Syracuse University 1988 — 1991
BA, Economics
Sentinel Investments September 2008 - Present
MFS Investment Management February 1998 - September 2008
Delaware Investments, a member of the Macquarie Group August 1995 - January 1998
Education
Syracuse University 1988 — 1991
BA, Economics
Matthew McGeary's Sentinel Investments Experience July 2005 - August 2012
Job Portfolio Manager, Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management 2012 - Present
Sentinel Investments July 2005 - August 2012
Education
Indiana University Bloomington 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Kenyon College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Eagle Asset Management 2012 - Present
Sentinel Investments July 2005 - August 2012
Education
Indiana University Bloomington 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Kenyon College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Jean-Pierre Prusack's Sentinel Investments Experience September 2006 - March 2010
Job Vice President Portfolio Manager at The First National Bank of Long Island
Industry Investment Management
Experience
The First National Bank of Long Island August 2013 - Present
Blue Line Capital Management, LLC March 2010 - August 2013
Sentinel Investments September 2006 - March 2010
Halsey Advisory and Management, LLC April 2004 - August 2006
Skills
Equities, Portfolio Management, Trading, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Investments, Mutual Funds, Emerging Markets, ETFs, Equity Research, Equity Valuation, Asset Allocation, Financial Analysis, Due Diligence, Bloomberg, Alternative Investments, Asset Management, Securities, Options, Financial Markets, Derivatives, Investment Strategies, Investment Banking, Financial Modeling, Equity Trading, Wealth Management, Investment Management, Investor Relations, Financial Services
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Finance
Pace University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Economics
The First National Bank of Long Island August 2013 - Present
Blue Line Capital Management, LLC March 2010 - August 2013
Sentinel Investments September 2006 - March 2010
Halsey Advisory and Management, LLC April 2004 - August 2006
Skills
Equities, Portfolio Management, Trading, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Investments, Mutual Funds, Emerging Markets, ETFs, Equity Research, Equity Valuation, Asset Allocation, Financial Analysis, Due Diligence, Bloomberg, Alternative Investments, Asset Management, Securities, Options, Financial Markets, Derivatives, Investment Strategies, Investment Banking, Financial Modeling, Equity Trading, Wealth Management, Investment Management, Investor Relations, Financial Services
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Finance
Pace University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Economics
George Lee, CFA's Sentinel Investments Experience October 2012 - Present
Job VP Head of Fixed Income Quantitative Analytics at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments October 2012 - Present
Sentinel Investments March 2012 - October 2012
Dwight Asset Management January 2005 - March 2012
KDP Investment Advisors April 1989 - December 2004
Skills
Portfolio Management
Education
New York University
MA, Economics
Stanford University
BA, Political Science
Sentinel Investments October 2012 - Present
Sentinel Investments March 2012 - October 2012
Dwight Asset Management January 2005 - March 2012
KDP Investment Advisors April 1989 - December 2004
Skills
Portfolio Management
Education
New York University
MA, Economics
Stanford University
BA, Political Science
Cory Beard's Sentinel Investments Experience October 2007 - Present
Job Investor Service Representative at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments October 2007 - Present
Sentinel Investments October 2008 - March 2011
Permal Asset Management January 2006 - January 2006
The Offices of Representative Susan Minter and Representative Robert Dostis June 2005 - 2005
Skills
Asset Management, Portfolio Management, Trading, Hedge Funds, Equities, Fixed Income, Investments, Securities, Capital Markets, Alternative Investments, Bloomberg
Education
Norwich University 2011 — 2013
Master of Business Administration (MBA), Finance
St. Lawrence University 2003 — 2006
BA, Government
Embry-Riddle Aeronautical University 2002 — 2002
Private Pilot's License, Aeronautics
Sentinel Investments October 2007 - Present
Sentinel Investments October 2008 - March 2011
Permal Asset Management January 2006 - January 2006
The Offices of Representative Susan Minter and Representative Robert Dostis June 2005 - 2005
Skills
Asset Management, Portfolio Management, Trading, Hedge Funds, Equities, Fixed Income, Investments, Securities, Capital Markets, Alternative Investments, Bloomberg
Education
Norwich University 2011 — 2013
Master of Business Administration (MBA), Finance
St. Lawrence University 2003 — 2006
BA, Government
Embry-Riddle Aeronautical University 2002 — 2002
Private Pilot's License, Aeronautics
Erich Otten's Sentinel Investments Experience April 2004 - January 2006
Job Sales Director, Institutional Mutual Funds at Hartford Financial Services Group
Industry Financial Services
Experience
The Hartford April 2008 - Present
MassMutual Annuities January 2006 - April 2008
Sentinel Investments April 2004 - January 2006
Westage Condominium Board of Directors January 2000 - January 2004
ING Financial Services January 2000 - January 2003
US Army July 1987 - July 1993
Education
Eastern Connecticut State University 1986 — 1993
B.A, Economics & Business
The Hartford April 2008 - Present
MassMutual Annuities January 2006 - April 2008
Sentinel Investments April 2004 - January 2006
Westage Condominium Board of Directors January 2000 - January 2004
ING Financial Services January 2000 - January 2003
US Army July 1987 - July 1993
Education
Eastern Connecticut State University 1986 — 1993
B.A, Economics & Business
Dani Rayner's Sentinel Investments Experience 2008 - 2011
Job Financial Services & Marketing Professional
Industry Financial Services
Experience
Sentinel Investments 2008 - 2011
Windham Northeast Supervisory Union November 2007 - May 2008
Varsity New England Magazine January 2007 - May 2007
Mike Eno Painting 2002 - 2007
Kelliher Samets Volk December 2005 - May 2006
Education
Saint Michael's College 2003 — 2007
Bachelor of Science, Business Administration
Sentinel Investments 2008 - 2011
Windham Northeast Supervisory Union November 2007 - May 2008
Varsity New England Magazine January 2007 - May 2007
Mike Eno Painting 2002 - 2007
Kelliher Samets Volk December 2005 - May 2006
Education
Saint Michael's College 2003 — 2007
Bachelor of Science, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY