Victory Capital Management
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Victory Capital Management Employees
Victory Capital Management May 2009 - Present
Natural Resource Group, Inc. May 2007 - August 2007
Skills
PowerPoint, Project Management, Finance, Due Diligence, Financial Analysis, Public Speaking, Microsoft Excel, Investments, Financial Modeling, Strategic Planning, Microsoft Office, Sales, Capital Markets
Education
University of Colorado Boulder 2005 — 2009
Bachelor's, Finance
Universidad Pablo de Olavide 2008 — 2008
Finanzas
ThunderRidge High School
Archegos Capital Management, LLC July 2013 - August 2013
The New Criterion June 2013 - June 2013
Victory Capital Management January 2013 - April 2013
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics, Finance and Management
Princeton in Beijing 2014 — 2014
Mandarin, Second Level Student
Trinity School, NYC 2009 — 2013
High School
Foundry Partners, LLC January 2014 - Present
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management February 2003 - January 2013
Victory Capital Management July 1999 - February 2003
Manning & Napier Advisors February 1994 - February 1999
Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
BA, Economics
Nestle S.A. September 2014 - Present
Nestlé Purina North America July 2013 - Present
Nestlé Purina North America January 2013 - July 2013
Nestle Purina June 2011 - January 2013
Washington University in St. Louis August 2009 - December 2011
Nestle Purina May 2010 - August 2010
Victory Capital Management August 2006 - July 2009
Victory Capital Management August 2005 - August 2006
Skills
Financial Modeling, Strategic Planning, Brand Management, Competitive Analysis, Financial Analysis, Marketing, Cross-functional Team..., Strategy, Market Analysis, Analytics, Marketing Strategy, Marketing Research, Digital Marketing, Social Media
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA 2011, Concentration in Strategy and Marketing
The College of Wooster 2001 — 2005
Bachelor of Arts, Economics
U.S. Bank August 2011 - Present
Victory Capital Management April 2011 - August 2011
UBS Financial Services October 2010 - March 2011
The Ohio State University, Office of University Development September 2009 - March 2011
Skills
Analysis, Equities, PowerPoint, Access, Bloomberg, Microsoft Excel, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's Degree, Finance
Marcus & Millichap June 2014 - Present
Program Council April 2012 - May 2014
CREA Real Estate LLC May 2013 - August 2013
Victory Capital Management July 2012 - August 2012
Shaeffer Reagan Design 2009 - August 2012
Castle Pines Golf Club May 2010 - July 2012
Skills
Budgets, Sales, Management, Business Development, Finance, Leadership, Event Planning, Public Relations, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Event Management, PowerPoint, Microsoft Office, Marketing Strategy, Customer Service
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor's, Finance (BSBA), Real Estate
Victory Capital Management September 2014 - Present
Arapaho Asset Management LLC April 2013 - September 2014
Janus Capital Group October 2010 - April 2013
T Rowe Price December 2007 - October 2010
A.G. Edwards March 2005 - December 2007
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 6, Mutual Funds, Wholesale, Marketing, Presentations, Training, Skilled Communicator, Sales Presentation..., High-Impact Sales..., Building Relationships, Fixed Annuities, Variable Annuities, Series 63, Series 7, Series 6, Equities, Financial Services, Investments, Retirement, Uniform Combined State..., FINRA, Sales Operations, Sales Process, Sales, Alternative Investments, Retirement Planning, Wealth Management, 401k, Separately Managed..., Financial Advisory, ETFs, Securities, CRM, Finance, Colorado Life Insurance
Education
Stanford University 2012 — 2013
Non-Credit Studies, Finance, Successfully Completed as Team Leader
University of Phoenix 2008 — 2012
Bachelor of Science, in Communication with a Concentration in Marketing and Sales
University of Phoenix 2008 — 2010
Associate of Arts In Business
Farmers Insurance January 2014 - Present
Piedmont Capital Distributors August 2011 - January 2013
CJ Goehring & Associates September 2009 - August 2011
Hartford Financial Services Group September 2006 - September 2009
Victory Capital Management December 2002 - June 2006
J & W Seligman January 1996 - December 2002
Overland Express--Wells Fargo--Stephens, Inc July 1991 - December 1995
Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Bloomberg, Series 7, Sales Operations, Financial Markets, Wealth Management, Hedge Funds, Separately Managed..., Portfolio Management, Fixed Annuities, Financial Services, Investments, Sales, Finance, Management, Alternative Investments, Asset Allocation, Insurance, Retirement, Marketing
Education
Southwest Texas State University 1980 — 1984
BBA, Finance
OnDeck February 2014 - Present
Service Source Int October 2013 - February 2014
ServiceSource September 2012 - February 2014
Victory Capital Management May 2012 - August 2012
University of Colorado at Boulder August 2008 - May 2012
Fox Restaurant Concepts August 2011 - April 2012
Spinitar April 2011 - June 2011
Spinitar April 2011 - June 2011
Kappa Kappa Gamma 2010 - 2011
Skills
Marketing, Advertising, Lead Generation, Sales, Business Development, Time Management, Trade Shows, Photography, Microsoft Excel, Fashion, Social Media, PowerPoint, Facebook, Microsoft Office, Social Media Marketing, Customer Service, Social Networking
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. degree, Business Administration
Morgan Stanley January 2015 - Present
The Resumator July 2014 - October 2014
Victory Capital Management May 2013 - August 2013
Bow Mar Owners Inc. May 2011 - August 2012
The Melting Pot Restaurants 2009 - 2010
Skills
Financial Analysis, Finance, Thompson One, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Mutual Funds, Sales, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Marketing, English, Salesforce.com
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
Ann/Gerard Group August 2014 - Present
Charles Schwab 2010 - August 2014
Ann Gerard Group January 2009 - December 2010
Bank of America January 2007 - December 2008
Fisher Investments/Health Plan One January 2006 - December 2006
Metropolitan Life Insurance Company January 2003 - December 2005
Victory Capital Management January 2000 - December 2002
Merrill Lynch April 1987 - January 2000
Securities Counsel, Inc. 1986 - 1987
Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Finance, Accounting
Western Michigan University - Haworth College of Business 1983 — 1987
BBA, Finance, Accounting
First Data Corporation December 2014 - Present
BBVA Compass January 2013 - November 2014
Victory Capital Management May 2012 - November 2012
MRY October 2010 - December 2011
GXS May 2011 - August 2011
Pinnacle Business Capital October 2009 - March 2011
Waterway Gas and Wash June 2006 - December 2009
Skills
Microsoft Office 2007, Social Media, Inside Sales, Sales, Blogging, Social Media Marketing, Marketing, Marketing Communications, Market Research, Public Relations, Event Management, Marketing Strategy, Advertising, Public Speaking, Salesforce.com, Account Management, Integrated Marketing, Email Marketing, Leadership, Press Releases, Google Analytics, Event Planning, PowerPoint, Online Advertising, New Business Development, Microsoft Excel, Lead Generation, Product Marketing, Marketing Research, Entrepreneurship, Customer Service, Finance, Brand Management, Competitive Analysis, Cold Calling, Outlook, Training, Team Building, Team Leadership, Sales Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Investments, Investment Banking, Business Development, Small Business, Social Networking, Analysis, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Business Administration, Finance, Marketing, Economics, Entrepreneurship
Regis University 2006 — 2008
General Studies
Regis Jesuit High School 2004 — 2008
Cognizant Technology Solutions November 2011 - Present
American Blue Ribbon Holdings June 2014 - June 2015
Victory Capital Management June 2013 - June 2014
PepsiCo - Frito Lay October 2012 - August 2013
Disney ABC Television Group 2012 - 2012
Zale 2011 - 2012
Elcoteq January 2003 - November 2011
Ionex Telecommunications January 2001 - January 2003
Scient January 1999 - January 2001
Daou Systems, Inc. January 1997 - January 1999
Skills
Network Engineering, Information Security..., Systems Engineering, Project Management, Management Consulting, Budget Management, Scope Management, Technical Presales, Data Center Architecture, Network Security, Data Center, Pre-sales, Information Security, Cisco Technologies, Budgets, Disaster Recovery, Vendor Management, Information Technology, Networking, WAN, VoIP, Management, Security, Infrastructure, Network Design
Education
Certified Information Systems Security Professional 2001 — 2016
CISSP, Information Security, 100
Cisco University 1994 — 2011
CCNP, Network Engineer
The University of Texas at Dallas 1989 — 2003
Bachelor of Science, Computer Science
University of Texas
Bachelor, Computer Science
University of Texas
Bachelor, Computer Science
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Legg Mason February 2004 — July 2014
Victory Capital Management November 1981 — January 2003
US Securities and Exchange Commission January 1975 — November 1980
Skills
Securities Regulation, Investment Companies, Investment Company Act, Securities, Asset Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Investments, Due Diligence, Corporate Governance, Capital Markets
Education
The George Washington University Law School 1969 — 1973
JD, Law
SuperDerivatives February 2013 - Present
Victory Capital Management May 2012 - August 2012
Investment Portfolio Solutions January 2012 - May 2012
Sonic Drive-In Restaurants and Save-A-Lot Food Stores August 2006 - May 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Salesforce.com, Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. degree, Business Administration; Finance, 3.3
University of Virginia 2011 — 2011
Bachelor of Science (B.S.), Finance, General
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
PALADIN CONSULTING COMPANY, LLC May 2012 - Present
SOTC January 2011 - Present
Victory Capital Management February 2006 - May 2011
Callan Associates December 2003 - February 2006
PayPal 1998 - 2006
OffRoad Capital 2000 - 2002
Paladin Consulting Group 1992 - 2000
SEI Investments 1985 - 1991
IBM 1980 - 1984
Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation
Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities
University of Southern California
Cinematography and Film/Video Production
Victory Capital Management March 2011 - Present
Education
Weatherhead School of Management at Case Western Reserve University 2009 — 2011
Renmin University of China 2005 — 2009
BA, Finance
Kansas State University December 2014 - Present
J.P. Morgan Retirement Plan Services LLC July 2010 - March 2012
Let's Help, Inc. August 2009 - August 2010
Security Benefit January 2003 - January 2009
SECURITY BENEFIT GROUP January 2003 - January 2009
VICTORY CAPITAL MANAGEMENT INC January 1994 - January 2003
Victory Capital Management 1990 - 2003
Key Trust Company of Alaska January 1993 - January 1994
WM BENEFITS GROUP January 1985 - January 1993
PLAN SERVICE ASSOCIATES January 1982 - January 1985
Skills
401k, Employee Benefits, Mutual Funds, Asset Management, Retirement Planning, Pensions, Defined Benefit, Relationship Management, Project Management, Fixed Annuities, Budgets, Marketing, Nonprofits, Process Improvement, Vendor Management, Life Insurance, Insurance, Banking, Financial Analysis, Retirement, Call Centers, Accounting, Investments, Quality Control, Management, Financial Services, CRM, Asset Managment, Investment Management, Training, Sales
Education
University of Nebraska
Lincoln Southeast High School 1969 — 1972
12
University of Nebraska-Lincoln
Business
Stratos Wealth Partners November 2014 - Present
KeyBanc Capital Markets October 2013 - October 2014
KeyBank March 2013 - October 2013
KeyBank March 2012 - March 2013
University of Cincinnati January 2010 - March 2012
Victory Capital Management June 2011 - September 2011
General Cable April 2010 - June 2011
General Cable September 2009 - December 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Mentor High School
Victory Capital Management April 2014 - Present
Janus Capital Group November 2001 - January 2014
Gartmore Global Investments 1999 - 2001
The Vanguard Group 1989 - 1999
Education
University of Colorado 2010 — 2012
Master of Business Administration (MBA)
Penn State University 1979 — 1983
BA
Tengu Capital, LLC April 2013 - Present
Covenant Capital Management September 2009 - March 2013
RiverSource Distributors April 2007 - September 2009
Riversource April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC April 2007 - May 2009
RiverSource Investments 2007 - 2009
Ameriprise Financial 2007 - 2009
Victory Capital Management June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC June 2003 - April 2007
PARTNERS, LLC January 1999 - June 2003
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications
University of Kansas, BGS Organizational Communications 1991 — 1995
East High School 1989 — 1991
Colorado Academy 1979 — 1989
Series 3, 6, 7, 30, 63
Fairport Asset Management April 2015 - Present
Victory Capital Management April 2012 - April 2015
Victory Capital Management January 2012 - April 2012
Skills
Finance, Securities, Investments, Customer Service, Portfolio Management, Equities, Bloomberg Terminal, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Time Management, Lotus Notes, Middle Office
Education
Ohio University 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Business Economics
Cleveland State University
Master of Business Administration (MBA), Finance Focus
Merrill Lynch May 2015 - Present
Victory Capital Management June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Leadership, Customer Service, Investments, Social Networking, Teamwork, Event Planning, Financial Analysis, Sales, Social Media Marketing
Education
University of Colorado Boulder 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis, 3.3 GPA
Victory Capital June 2015 - Present
Victory Capital Management March 2013 - June 2015
Curian Capital February 2011 - February 2013
Mount Yale Capital Group May 2008 - February 2011
Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management
Education
University of Denver 2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Victory Capital Management October 2005 - Present
Janus Capital Group January 1999 - October 2005
CBOE 1995 - 1999
Skills
Series 7, Mutual Funds, Series 63, Investments, Wealth Management, 401k, Alternative Investments, Asset Allocation, ETFs, Equities, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Investment Strategies, Retirement, Retirement Planning, Securities, Separately Managed...
Education
University of Central Florida
Bachelors, Finance
Countryside High School
Victory Capital March 2015 - Present
Victory Capital Management September 2014 - March 2015
Victory Capital Management August 2013 - September 2014
Victory Capital Management March 2012 - August 2013
My Gym Children's Fitness Center July 2010 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Salesforce.com..., Time Management, Outlook, Microsoft Office, Event Planning, Salesforce.com, Access, Research, Public Speaking, Coaching, Leadership
Education
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Exercise Physiology
Theodore Roosevelt High School 2002 — 2006
Goldman Sachs July 2014 - Present
Ohio University Fixed Income Management Group December 2010 - December 2013
Goldman Sachs June 2013 - August 2013
Victory Capital Management June 2012 - January 2013
Canton Recreation Center June 2008 - August 2011
Skills
Fixed Income Analysis, Bloomberg Terminal, Analytical Skills, Asset-backed..., Agency MBS, CMBS, Government Bonds, CMOS, CDO, Fixed Income, Financial Analysis, Asset Management, Securities, Bloomberg, Trading, Analysis
Education
Ohio University 2010 — 2014
Bachelor of Business Administration, Finance and Business Economics
St Thomas Aquinas 2006 — 2010
Deutsche Bank July 2014 - Present
Victory Capital Management September 2009 - June 2014
Deutsche Asset Management December 2008 - September 2009
Deutsche Asset Management September 2004 - December 2008
Deutsche Asset Management November 1998 - September 2004
Bankers Trust November 1996 - November 1998
Skills
Portfolio Management
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science, Finance/Economics
Wheeler Trigg O'Donnell LLP June 2015 - Present
Ogletree Deakins September 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
RMB Capital May 2013 - August 2013
Victory Capital Management May 2012 - August 2012
Colorado Catering Company May 2011 - August 2011
American Income Life May 2010 - August 2010
Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Modeling, Strategic Financial..., Sales Operations, Sales Management, Account Management, Risk Management, Financial Reporting, Corporate Finance, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Teamwork, Finance, Time Management, Insurance, Sales, Asset Allocation, Analysis, Financial Planning
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Science in Business Administration (BS), Finance, OPIM Certificate, 3.0
University of Arizona 2009 — 2011
Bachelor of Science in Business Administration (BS), Accounting and Finance, 3.6
The Ancora Group November 2014 - Present
Victory Capital Management Inc. June 2011 - November 2014
Victory Capital Management 2009 - June 2011
KeyBank 2003 - 2009
Key Bank 2001 - 2003
PNC Investments 1998 - 2001
Central Intelligence Agency January 1997 - December 1998
IIHA Dublin Flyers 1997 - 1997
NAHL Cleveland Barons 1992 - 1994
Cincinnati Reds 1989 - 1992
Skills
Risk Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Securities, Wealth Management, Due Diligence, Investment Advisory, Analysis, Equities, Fixed Income
Education
Ohio University 1994 — 1997
B.B.A. business economics, International Business Economics
First Western Trust July 2012 - Present
Formations, LLC January 2012 - May 2012
Victory Capital Management May 2011 - August 2011
Red Rocks Country Club May 2008 - August 2010
Harvest Fresh Grocery May 2007 - August 2007
Skills
Marketing, PowerPoint, Finance, Financial Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science Business Administration, Finance/ Certificate in Operations Management
Victory Capital Management August 2015 - Present
On Tap Grille & Bar August 2014 - July 2015
Swensons Drive In Restaurant September 2011 - August 2014
Skills
Communication Skills, Business Strategy, Motivation, Time Management, Financial Accounting, US GAAP, Team Leadership, Internal Audit, Microsoft Office, Business Intelligence, Professional Ethics, Creative Problem Solving
Education
The University of Akron 2009 — 2014
Bachelor's Degree, Accounting, Graduated
The University of Akron 2009 — 2014
Bachelor's of Science in Accounting, Accounting
St. Lawrence University August 2012 - Present
Victory Capital Management June 2013 - August 2013
The Sagebrush Bar and Grill June 2012 - August 2012
Pole Creek Golf Course May 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Salesforce.com, Typing, Facebook
Education
St. Lawrence University 2012 — 2016
Bachelor of Science (BS), Business & Economics
Red Rocks Community College 2010 — 2011
Aircraft Welding Inc. March 2014 - Present
Mitsubishi UFJ Financial Group, Inc. June 2011 - March 2014
Boyd Watterson Asset Management October 2009 - June 2011
Victory Capital Management August 2008 - September 2009
Skills
Fixed Income, Investments, Credit, Portfolio Management, Credit Analysis, Financial Services, High Yield, Financial Analysis, Asset Management, Financial Modeling, Asset Allocation, Hedge Funds, Valuation, Capital Markets
Education
Ohio Wesleyan University 2003 — 2007
B.A., Economics
Saint Ignatius High School 1999 — 2003
High School
Victory Capital Management December 2012 - Present
Curian Capital February 2012 - December 2012
ProBuild October 2009 - February 2012
Wall Street On Demand August 2008 - September 2009
International Research Center for Energy & Economic Development (ICEED) January 2008 - May 2008
Skills
Excellent analytical,..., Strong familiarity wih..., Strong interpersonal,..., Time Management, Sales, SQL, Team Leadership, Requirements Gathering, Process Improvement, Business Analysis, Analysis
Education
University of Colorado at Boulder 2004 — 2008
B.S. Economics, Minor Business/ Applied Mathematics
Victory Capital Management March 2011 - Present
Morgan Stanley Smith Barney January 1994 - March 2010
Prudential Securities November 1989 - December 1993
Skills
Bloomberg, Management, Charles River IMS, Compliance 11, Research, SEC Filings, SEC Regulations, APX, Teamwork, Monitor client trading, Employee Trading, Document Review, Organizational..., Multi-task & Handle..., My Compliance Office
Education
Schoolcraft College
Victory Capital Management September 2005 - Present
Chartwell Investment Partners March 2000 - August 2005
Van der Moolen July 1998 - February 2000
Skills
Equities, Equity Trading, Options, Trading
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science (BS), Finance, General
Victory Capital Management July 2003 - Present
Education
University of Colorado Boulder 1981 — 1986
BS, Double Major Information Systems and Finance
Semester at Sea 1983 — 1984
PNC Wealth Management June 2002 - Present
The Private Client Group - National City Bank March 2002 - June 2009
Rubicon & Monadnock, LLC 1999 - 2002
Victory Capital Management October 1993 - December 1999
Skills
Equities, Derivatives, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Investments, Options, Trading, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Investment Management, Risk Management, Asset Management, Institutional..., Structured Products, Financial Services, Commodity, Financial Markets, Banking, Hedging, Asset Allocation, Alternative Investments, Finance, Investment Advisory, Fixed Income, Options Strategies, Securities, Capital Markets, Series 7, Bonds, Valuation, Investment Banking, Private Equity, Series 63
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
MBA, Finance - Investments
University of Michigan 1985 — 1988
BA, Psychology / Statistics
Culver Academies 1983 — 1985
HS
MainStay Investments January 2007 - Present
Victory Capital Management July 1999 - January 2007
Merrill Lynch March 1989 - June 1999
Skills
Separately Managed..., Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Investment Strategies, Investment Management, Series 63
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance and Insurance
Victory Capital Management April 1995 - Present
Education
The Ohio State University Fisher College of Business 1988 — 1993
Kornitzer Capital Management, Inc. June 2013 - Present
Kornitzer Capital Management, Inc. June 2011 - May 2013
Nakoma Capital Management May 2009 - April 2011
Victory Capital Management May 2008 - August 2008
Bates & Associates December 2002 - August 2007
Nortel Networks April 2001 - July 2002
Skills
Factset, Financial Modeling, Financial Analysis, Valuation, Equity Research, Industry Analysis, Excel, Mutual Funds, Finance, Investments, Asset Management, Bloomberg, Equities, Portfolio Management, Securities, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Equity Valuation, Capital Markets, Investment Management
Education
University of Wisconsin-Madison 2007 — 2009
MBA, Applied Securities Analysis Program
Santa Clara University - Leavey School of Business 1997 — 2001
BSC, Finance
Charles Schwab 2007 - Present
Victory Capital Management 2004 - 2007
Roxbury Capital Management, LLC 2000 - 2004
Skills
Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
The Ohio State University
Bachelor's degree, Finance
Wells Fargo January 2013 - March 2014
JP Morgan Chase September 2010 - November 2012
Victory Capital Management February 2008 - September 2010
First Franklin/Merrill Lynch April 2007 - November 2007
NovaStar Mortgage August 2002 - March 2007
Express Mortgage Services Inc. September 1997 - June 2002
Yours Truly Restaurant June 1996 - September 1997
Bob Evans Restaurants June 1994 - September 1997
Skills
Management, Banking, Loans, Leadership, Customer Service, Underwriting, Mortgage Lending, Loan Origination, Coaching, Training, Residential Mortgages, Sales, FHA, Sales Management, Project Management, Credit, Time Management, Mortgage Banking, Credit Analysis, Loss Mitigation
Education
The Ohio State University 1989 — 1994
Victory Capital Management June 2003 - Present
Victory Capital Management March 1999 - Present
NewBridge Partners, LLC March 1999 - June 2003
U.S. Trust Company of NY September 1995 - March 1999
U.S. Trust Company of NY September 1993 - August 1995
Skills
Portfolio Management, Investment Management, Asset Managment, Equities, Investments, Securities, Research, Analysis, Emerging Growth..., Business Development, Risk Management, Due Diligence, Asset Allocation, Financial Modeling, Hedge Funds, Private Equity, Trading, Bloomberg, Alternative Investments, Mutual Funds, Investment Strategies, Equity Research
Education
Skidmore College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Case Western Reserve University April 2006 - Present
Oberlin College April 2005 - April 2006
Smith Barney July 2003 - April 2005
Victory Capital Management January 2000 - December 2002
Victory Capital Management March 1997 - December 1999
Key Bank May 1985 - March 1997
Skills
Asset Allocation, Credit, Strategy, Dividends, Equities, Derivatives, Hedge Funds, Matlab, Dynamic Asset Allocation, Portfolio Management, Portfolio Optimization, Mutual Funds, Investment Management, Bloomberg, Investments, Valuation, Risk Management, Financial Modeling, Equity Research, Due Diligence, Quantitative Analytics, Trading, Financial Services, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Finance, Management
Education
Chartered Alternative Investment Analyst (CAIA) 2008 — 2008
CAIA - License #: 3004 Date: 4-20-2009, Alternative Investments Research
Chartered Financial Analyst (CFA) 1998 — 2001
CFA - License #: 47841 Date: 9-14-2001, Investment Research & Portfolio Management
Case Western Reserve University - Weatherhead School of Management 1986 — 1989
MBA,Finance, Investment Finance
The University of Akron 1982 — 1984
MA, Economics, Econometrics
University of Bombay 1977 — 1980
BA, Economics/Statistics
Cline Davis & Mann October 2003 - Present
Victory Capital Management August 2001 - October 2003
Education
University of Connecticut 1997 — 2001
The Ethel Walker School 1993 — 1997
Spears Abacus Advisors January 2007 - Present
Benzak Investments 2005 - 2006
Victory Capital Management 1998 - 2005
Victory SBSF Capital Management 1991 - 1998
Skills
Financial Analysis, Investments, Financial Reporting, Financial Planning, Strategic Financial..., Asset Managment, Asset Management, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Capital Markets, Investment Strategies, Investment Management, Due Diligence, Fixed Income, Valuation, Equity Research, Securities, Series 7, Wealth Management, Hedge Funds, Alternative Investments, Financial Modeling, Series 63, Bloomberg, Finance
Education
The University of Connecticut
MBA, Finance
The University of Connecticut School of Business
Bachelor of Science, Marketing
Victory Capital Management June 2001 - Present
BISYS Fund Services 1992 - 2001
Skills
Asset Management, Mutual Funds, Middle Office, FINRA
Education
The Ohio State University Fisher College of Business 1989 — 1991
BSBA, Finance
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
BNY Mellon Wealth Management December 2010 - Present
Key Private Bank 1998 - November 2010
Victory Capital Management January 1997 - January 1998
KeyCorp December 1993 - January 1997
Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking & Finance
The University of Akron 1988 — 1992
Bachelor, Finance
Symphony Asset Management July 2011 - Present
Symphony Financial Partners 2008 - February 2011
Edgewood Center 2004 - 2011
JLSF 1993 - 2011
AIMSE 2005 - 2010
Victory Capital Management 2003 - 2007
Dresdner RCM Global Investors 1998 - 2002
Education
University of California, Santa Barbara
Target Date Analytics LLC August 2007 - Present
MJM401k 2008 - Present
Turnstone Advisory Group LLC January 2004 - December 2008
Allied Consulting Group 2003 - 2006
Victory Capital Management 1997 - 2002
Wells Fargo 1996 - 1997
First Interstate Bank 1995 - 1996
Howard Johnson & Company 1989 - 1994
Wickes Companies, Inc. 1985 - 1989
Skills
Retirement, Mutual Funds, Fiduciary Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Pensions, Alternative Investments, Asset Managment, Wealth Management, Retirement Planning, 401k, Asset Management, Financial Advisory, Investments, ERISA, Series 63, Wealth Management..., Financial Services, Securities
Education
University of California, Santa Cruz 1976 — 1978
BA, Linguistics
Oak Associates Funds July 2014 - Present
PNC Capital Advisors, LLC August 2006 - June 2014
Victory Capital Management August 2005 - July 2006
Fairport Asset Management April 1996 - August 2005
BISYS Fund Services May 1993 - April 1996
Skills
Transfer Agency, Fund Administration, Mutual Funds, Asset Management, Financial Services, Fixed Income, Relationship Management, Equities, Alternative Investments, Securities
Education
Ohio University 1988 — 1992
BBA, International Business & Finance
Global Competitiveness Institute Summer Program on the campus of the University of Pecs, Hungary 1992 — 1992
International Business Study and Internship Program
Allegiant Asset Management October 2005 - March 2009
Victory Capital Management January 1995 - October 2005
Skills
Microsoft Excel, Investments, Retirement, Pensions, Business Development, Leadership, New Business Development, Budgets, Account Management, Customer Service, 401k, Sales Management, Process Improvement, Sales, Series 63, Auditing, Portfolio Management, Employee Benefits, Insurance, Retirement Planning, Banking
Education
Ohio University 1981 — 1986
Organizational Communications
PNC Capital Advisors September 2005 - Present
Victory Capital Management June 2002 - October 2004
Intellinex July 2000 - February 2002
Elyria Chronicle-Telegram 1972 - 2000
Skills
Marketing, Strategic Communications, Editing, Time Management, Team Building, Layout, Marketing Strategy, Marketing Communications, Relationship Management
Education
University of Dayton 1968 — 1972
B.A., Communication Arts
KeyBank N.A. March 2007 - Present
KeyTrust Company N.A. March 2007 - November 2014
Victory Capital Management March 2007 - June 2013
Skills
Securities, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Management, FINRA, Asset Management, Equities, Banking
Education
University of Gothenburg 2001 — 2003
M.B.A., Business Administration
University of Gothenburg 1999 — 2001
B.B.A., Business Administration
University of Gothenburg 1996 — 1999
B.A., Economic History
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
Victory Capital Management October 2013 - Present
Wooster Community Hospital May 2012 - October 2013
The Club at Hokulia / 1250 Oceanside Partners / Oasis Mangement Resources December 2007 - May 2012
Hawaiian Airlines July 2005 - October 2007
Skills
System Administration, Customer Service, Disaster Recovery, Business Analysis, Security, Real Estate, Budgets, SQL, Vendor Management, Project Management, Process Improvement, Project Planning, Training, Management, Troubleshooting
Education
University of Mount Union 2000 — 2004
Bachelor Of Science, Computer Science
Victory Capital Management June 2015 - Present
KPMG US July 2014 - Present
Cohen & Company December 2013 - Present
Cohen & Company January 2013 - December 2013
E*TRADE Financial October 2009 - January 2013
Etrade Financial April 2006 - October 2009
Skills
Series 7, Series 63, CPA, MBA, Accounting, Auditing, Hedge Funds, Trading, Account Reconciliation, Mutual Funds, Internal Audit, Financial Statements, Finance, Team Leadership, Financial Analysis, Tax, Fraud, Securities, Options, FINRA, Equities, Due Diligence
Education
Roosevelt University 2008 — 2010
Master of Business Administration (MBA), Accounting
University of Kansas 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
MAI Wealth Advisors, LLC 2008 - Present
Winslow Asset Management 2006 - 2007
Victory Capital Management 1996 - 2005
Education
University of Pittsburgh
MBA, Finance
Washington and Jefferson College
BA, Economics
Victory Capital Management June 2003 - Present
New bridge Partners, LLC March 1999 - June 2003
US Trust Company of New York June 1990 - March 1999
Skills
Portfolio Management, Investments, Asset Allocation, Chartered Financial..., Investment Management, Asset Management
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Economics and Finance
State University of New York at New Paltz 1986 — 1990
BS, Finance and Economics
W. Panas HS 1984 — 1986
Regents Degree
Hendrick Hudson High School 1982 — 1984
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
Victory Capital Management June 2003 - Present
Education
Montana State University-Bozeman
University of Iowa
Wellspring Financial Advisors LLC September 2014 - Present
Victory Capital Management April 1994 - September 2014
Duff & Phelps Investment Management April 1987 - April 1994
Ernst & Young May 1983 - April 1987
Skills
Asset Allocation, Wealth Management, Equities, Fixed Income, Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Mutual Funds
Education
University of Notre Dame 1979 — 1983
Bachelor of Science (BS), Business Administration and Management
Case Western Reserve University - Weatherhead School of Management 1983 — 1985
MBA, Accounting & Finance
Foundry Partners February 2013 - Present
Fifth Third Asset Management September 2011 - January 2013
Victory Capital Management October 1998 - September 2011
First Chicago / NBD September 1997 - September 1998
Investors Management Services June 1995 - September 1997
Zaske Sarafa & Associates November 1992 - April 1995
Skills
Asset Allocation, Equity Research, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Investments, Separately Managed..., Wealth Management, Bloomberg Terminal, Equity Valuation, Asset Management
Education
University of Missouri-Columbia 1983 — 1987
Bachelor of Science (BS), Finance, General
Principal Funds August 2007 - Present
Victory Capital Management January 1997 - June 2007
Education
Thomas Edison State College
Bachelor's degree, Natural Science and Mathematics
Siena College 1983 — 1986
Pre-Medicine/Pre-Medical Studies
The Winchester Group, Inc. October 2007 - December 2013
The Winchester Group 2007 - 2013
Cravotta Woodworking & Interiors November 2005 - October 2007
Victory Capital Management March 2001 - October 2005
NYCC Court Services February 1994 - March 2001
Gutman, Mintz, Baker & Sonnenfeldt June 1993 - March 2001
Skills
Equities, Finance, Financial Analysis, Investments, Trading, Financial Modeling, Bloomberg, Capital Markets, Securities, Risk Management, Fixed Income, Strategic Planning, Management, Portfolio Management
Education
St. Joseph's College 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
St. Joseph’s College
Bachelor of Science, Business Administration; Economics