Aberdeen Asset Management
Industry: Investment management company
DescriptionAberdeen Asset Management PLC is an international investment management group, managing assets for both institutions and private investors from offices around the world. Its head office is in Aberdeen, Scotland. Assets under management: 312.1 billion GBP (2016) CEO: Martin Gilbert (Jul 1, 1983–) Headquarters: Aberdeen, United Kingdom Number of employees: 2,812 (2016) Subsidiaries: Scottish Widows Investment Partnership, Parent organization: Standard Life Aberdeen
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Aberdeen Asset Management Employees
Employee
Years
Job
Industry
Rachael Inez Hoffman Rachael Inez Hoffman's Aberdeen Asset Management Experience November 2012 - Present
Job Compliance Officer at Aberdeen Asset Management
Industry Legal Services
Experience
Aberdeen Asset Management November 2012 - Present
McLaughlin & Lauricella, P.C. February 2012 - November 2012
Bullpen Boys, Inc. May 2006 - January 2012
Skills
Personal Injury, Criminal Law, Civil Litigation, Litigation, Hearings, Legal Research, Legal Writing, Courts, Trials, Legal Issues, Presentations, Client Presentation, Presentation Development, Presentation Production, Presentation..., Mutual Funds, Securities Regulation
Education
Drexel University School of Law 2008 — 2011
Juris Doctor
Temple University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, English, Spanish, Summa Cum Laude
Aberdeen Asset Management November 2012 - Present
McLaughlin & Lauricella, P.C. February 2012 - November 2012
Bullpen Boys, Inc. May 2006 - January 2012
Skills
Personal Injury, Criminal Law, Civil Litigation, Litigation, Hearings, Legal Research, Legal Writing, Courts, Trials, Legal Issues, Presentations, Client Presentation, Presentation Development, Presentation Production, Presentation..., Mutual Funds, Securities Regulation
Education
Drexel University School of Law 2008 — 2011
Juris Doctor
Temple University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, English, Spanish, Summa Cum Laude
Shivang Mehta Shivang Mehta's Aberdeen Asset Management Experience June 2006 - December 2008
Job Accounting Professional
Industry Accounting
Experience
LEM Capital, L.P. 2010 - 2012
Aberdeen Asset Management June 2006 - December 2008
Deloitte June 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Oracle, JD Edwards, ProSystem fx Tax, MRI Software, Geneva, QuickBooks, Sage MAS200, PeopleSoft, Bloomberg Software, Yardi Property..., Crystal Reports, SAP, Cash Flow, General Ledger, Private Equity, Hedge Funds, Mutual Funds, CCH ProSystem fx, Tax Accounting, Internal Audit, Income Tax, Fixed Income, Financial Analysis, Fixed Assets
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Bachelor of Science (B.S.), Accounting
Pace University 2004 — 2005
Bachelor of Arts (B.A.), Accounting
LEM Capital, L.P. 2010 - 2012
Aberdeen Asset Management June 2006 - December 2008
Deloitte June 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Oracle, JD Edwards, ProSystem fx Tax, MRI Software, Geneva, QuickBooks, Sage MAS200, PeopleSoft, Bloomberg Software, Yardi Property..., Crystal Reports, SAP, Cash Flow, General Ledger, Private Equity, Hedge Funds, Mutual Funds, CCH ProSystem fx, Tax Accounting, Internal Audit, Income Tax, Fixed Income, Financial Analysis, Fixed Assets
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Bachelor of Science (B.S.), Accounting
Pace University 2004 — 2005
Bachelor of Arts (B.A.), Accounting
Peter Hand, CFA Peter Hand, CFA's Aberdeen Asset Management Experience March 2013 - July 2014
Job Associate at Arcis Equity Partners
Industry Financial Services
Experience
Arcis Equity Partners August 2014 - Present
Aberdeen Asset Management March 2013 - July 2014
Aberdeen Asset Management October 2011 - March 2013
Aberdeen Asset Management July 2010 - October 2011
TSA July 2009 - June 2010
Skills
Investments, Asset Management, Portfolio Management, Equities, Investment Management, Valuation, Financial Modeling, Equity Research, Private Equity, Financial Analysis, Economics, Equity Valuation
Education
Princeton University 2005 — 2009
AB, Economics
Arcis Equity Partners August 2014 - Present
Aberdeen Asset Management March 2013 - July 2014
Aberdeen Asset Management October 2011 - March 2013
Aberdeen Asset Management July 2010 - October 2011
TSA July 2009 - June 2010
Skills
Investments, Asset Management, Portfolio Management, Equities, Investment Management, Valuation, Financial Modeling, Equity Research, Private Equity, Financial Analysis, Economics, Equity Valuation
Education
Princeton University 2005 — 2009
AB, Economics
James Goede James Goede's Aberdeen Asset Management Experience May 2012 - June 2014
Job Restructuring Advisory at EY
Industry Financial Services
Experience
Ernst & Young LLP April 2015 - Present
Aberdeen Asset Management May 2012 - June 2014
Artio Global Investors October 2010 - May 2012
BNY Mellon August 2007 - October 2010
BNY Mellon January 2010 - July 2010
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Economics, GPA 3.64
Ernst & Young LLP April 2015 - Present
Aberdeen Asset Management May 2012 - June 2014
Artio Global Investors October 2010 - May 2012
BNY Mellon August 2007 - October 2010
BNY Mellon January 2010 - July 2010
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Economics, GPA 3.64
Matthew DePont Matthew DePont's Aberdeen Asset Management Experience September 2015 - Present
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management February 2013 - August 2015
City of London Investment Management Company Ltd July 2010 - January 2013
Prudential Investments July 2006 - October 2010
Merrill Lynch August 2005 - December 2005
Skills
Series 7, Series 63, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Bloomberg, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Villanova University 2002 — 2006
Bachelor of Arts, Economics and English
2016 Level II Candidate in the CFA Program
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management February 2013 - August 2015
City of London Investment Management Company Ltd July 2010 - January 2013
Prudential Investments July 2006 - October 2010
Merrill Lynch August 2005 - December 2005
Skills
Series 7, Series 63, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Bloomberg, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Villanova University 2002 — 2006
Bachelor of Arts, Economics and English
2016 Level II Candidate in the CFA Program
Brianna Leporace Brianna Leporace's Aberdeen Asset Management Experience June 2015 - Present
Job Marketing Research and Intelligence Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - May 2015
Aberdeen Asset Management July 2013 - May 2014
Student Managed Investment Fund March 2012 - May 2013
Aberdeen Asset Management June 2012 - August 2012
Discalced Inc. dba Mark Morris Dance Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Bloomberg, Data Analysis, Microsoft Word, Financial Analysis, Bloomberg Terminal
Education
University of Richmond 2009 — 2013
BSBA, Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
International Finance
Mount Saint Joseph Academy 2005 — 2009
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - May 2015
Aberdeen Asset Management July 2013 - May 2014
Student Managed Investment Fund March 2012 - May 2013
Aberdeen Asset Management June 2012 - August 2012
Discalced Inc. dba Mark Morris Dance Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Bloomberg, Data Analysis, Microsoft Word, Financial Analysis, Bloomberg Terminal
Education
University of Richmond 2009 — 2013
BSBA, Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
International Finance
Mount Saint Joseph Academy 2005 — 2009
Vincent Esposito's Aberdeen Asset Management Experience August 2007 - July 2009
Job Financial Services Executive
Industry Financial Services
Experience
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
Isida DeLillo, CFA's Aberdeen Asset Management Experience May 2013 - Present
Job VP, Investment Consultant at Calamos Southern California and Hawaii
Industry Financial Services
Experience
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Alison duPont Alison duPont's Aberdeen Asset Management Experience November 2014 - Present
Job Senior Institutional Marketing Manager
Industry Investment Management
Experience
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
John Petersen's Aberdeen Asset Management Experience June 2007 - June 2009
Job Product Solutions Architect, NeuronESB
Industry Information Technology and Services
Experience
Neudesic January 2015 - Present
Neudesic January 2014 - January 2015
Neudesic May 2013 - December 2013
Neudesic November 2012 - April 2013
CEI March 2011 - November 2012
Aberdeen Asset Management June 2007 - June 2009
Micro Endeavors, Inc. 1994 - 1996
Meritor PSFS July 1988 - December 1992
Skills
Telerik, .NET, ASP.NET, C#, WCF, ASP.NET MVC, Microsoft SQL Server, Visual Studio, Silverlight, TFS, Web Services, LINQ, T-SQL, XML, WPF, jQuery, JavaScript, Web Applications, Windows Azure, IIS, Entity Framework
Education
Rutgers University School of Law - Camden 2000 — 2004
JD, Law
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1993
MBA, Information Technology
Mansfield University of Pennsylvania 1984 — 1988
BS, Business Administration
Norristown Area High School
Norristown Area High School
Norristown Area High School
Neudesic January 2015 - Present
Neudesic January 2014 - January 2015
Neudesic May 2013 - December 2013
Neudesic November 2012 - April 2013
CEI March 2011 - November 2012
Aberdeen Asset Management June 2007 - June 2009
Micro Endeavors, Inc. 1994 - 1996
Meritor PSFS July 1988 - December 1992
Skills
Telerik, .NET, ASP.NET, C#, WCF, ASP.NET MVC, Microsoft SQL Server, Visual Studio, Silverlight, TFS, Web Services, LINQ, T-SQL, XML, WPF, jQuery, JavaScript, Web Applications, Windows Azure, IIS, Entity Framework
Education
Rutgers University School of Law - Camden 2000 — 2004
JD, Law
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1993
MBA, Information Technology
Mansfield University of Pennsylvania 1984 — 1988
BS, Business Administration
Norristown Area High School
Norristown Area High School
Norristown Area High School
Nigel Storer Nigel Storer's Aberdeen Asset Management Experience December 2012 - Present
Job Head of SubAdvisory and Retirement Platforms at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
John Cerrone John Cerrone's Aberdeen Asset Management Experience June 2013 - Present
Job RFP Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management June 2011 - June 2013
Comcast Cable July 2010 - December 2010
Aberdeen Asset Management June 2010 - August 2010
MFS Investment Management July 2008 - May 2009
Skills
Portfolio Management, Business Development, Investments, Analytics, Microsoft Excel, Strategy, Financial Analysis, Microsoft Office, Project Management, Social Media, Data Analysis, Customer Service, Business Strategy, Market Research, Marketing, Finance, Investment Management, Product Management, Marketing Strategy, New Business Development, Fixed Income, Financial Reporting, Equity Research, Event Planning, Management, Alternative Investments, Mutual Funds, Sales, Competitive Analysis, Financial Modeling
Education
Northeastern University 2006 — 2011
BS, Marketing & Management
Roman Catholic High School for Boys 2002 — 2006
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management June 2011 - June 2013
Comcast Cable July 2010 - December 2010
Aberdeen Asset Management June 2010 - August 2010
MFS Investment Management July 2008 - May 2009
Skills
Portfolio Management, Business Development, Investments, Analytics, Microsoft Excel, Strategy, Financial Analysis, Microsoft Office, Project Management, Social Media, Data Analysis, Customer Service, Business Strategy, Market Research, Marketing, Finance, Investment Management, Product Management, Marketing Strategy, New Business Development, Fixed Income, Financial Reporting, Equity Research, Event Planning, Management, Alternative Investments, Mutual Funds, Sales, Competitive Analysis, Financial Modeling
Education
Northeastern University 2006 — 2011
BS, Marketing & Management
Roman Catholic High School for Boys 2002 — 2006
Joel Faircloth, MBA's Aberdeen Asset Management Experience September 2007 - June 2008
Job Director of Investment Research and Investment Manager
Industry Financial Services
Experience
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Samantha Brownlee CFA Samantha Brownlee CFA's Aberdeen Asset Management Experience October 2014 - Present
Job Investment Manager North American Equities at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management October 2014 - Present
Aberdeen Asset Management April 2014 - October 2014
Aberdeen Asset Management October 2012 - April 2014
Aberdeen Asset Management January 2010 - October 2012
Aberdeen Asset Management September 2008 - January 2010
Education
The University of Edinburgh 2006 — 2008
Bachelor of Laws (LLB)
The University of Edinburgh 2002 — 2006
Archaeology MA
St Kilians Deutsche Schule, Ireland
Aberdeen Asset Management October 2014 - Present
Aberdeen Asset Management April 2014 - October 2014
Aberdeen Asset Management October 2012 - April 2014
Aberdeen Asset Management January 2010 - October 2012
Aberdeen Asset Management September 2008 - January 2010
Education
The University of Edinburgh 2006 — 2008
Bachelor of Laws (LLB)
The University of Edinburgh 2002 — 2006
Archaeology MA
St Kilians Deutsche Schule, Ireland
Kevin Magda Kevin Magda's Aberdeen Asset Management Experience January 2012 - May 2013
Job Senior Consultant, Technology & Operations
Industry Financial Services
Experience
Charles Schwab Advisor Services December 2013 - Present
Aberdeen Asset Management January 2012 - May 2013
Aberdeen Asset Management August 2008 - December 2011
Aberdeen Asset Management July 2006 - August 2008
Aberdeen Asset Management April 2006 - July 2006
Quest Diagnostics August 1998 - August 2004
Skills
Technology Consulting, Technology Evaluation, Process Improvement, CRM Optimization, Project Management, Operations Consulting, CRM Integration, Data Management, Business Consulting, Asset Management, Bloomberg, Asset Allocation, Trading, Settlement, Investments, Business Analysis, Reference Data, Platform Architecture, Microsoft Excel, Bloomberg Terminal, Financial Markets, Investment Management, Asset Managment, Data Analysis, Microsoft Office, Charles River IMS, Mutual Funds, Business Intelligence, Fixed Income, Equities, Securities, Trade Compliance, Compliance, Benchmarking, APIs, Data Standards, International..., Alternative Investments, batch file processing, Global Data..., ERISA, Operations Management, Data Warehousing, ETFs, Relationship Building, Business Development, Salesforce, Dashboards, Change Management
Education
Temple University - Fox School of Business and Management 1998 — 2001
BA Business Admin, Economics and Finance
Charles Schwab Advisor Services December 2013 - Present
Aberdeen Asset Management January 2012 - May 2013
Aberdeen Asset Management August 2008 - December 2011
Aberdeen Asset Management July 2006 - August 2008
Aberdeen Asset Management April 2006 - July 2006
Quest Diagnostics August 1998 - August 2004
Skills
Technology Consulting, Technology Evaluation, Process Improvement, CRM Optimization, Project Management, Operations Consulting, CRM Integration, Data Management, Business Consulting, Asset Management, Bloomberg, Asset Allocation, Trading, Settlement, Investments, Business Analysis, Reference Data, Platform Architecture, Microsoft Excel, Bloomberg Terminal, Financial Markets, Investment Management, Asset Managment, Data Analysis, Microsoft Office, Charles River IMS, Mutual Funds, Business Intelligence, Fixed Income, Equities, Securities, Trade Compliance, Compliance, Benchmarking, APIs, Data Standards, International..., Alternative Investments, batch file processing, Global Data..., ERISA, Operations Management, Data Warehousing, ETFs, Relationship Building, Business Development, Salesforce, Dashboards, Change Management
Education
Temple University - Fox School of Business and Management 1998 — 2001
BA Business Admin, Economics and Finance
Rahul Magan Rahul Magan's Aberdeen Asset Management Experience May 2014 - August 2014
Job 2016 J.D. Candidate at the University of Pennsylvania Law School
Industry Legal Services
Experience
Goodwin Procter LLP May 2015 - July 2015
Aberdeen Asset Management May 2014 - August 2014
LogiCoy Inc March 2011 - December 2013
FunnelSource September 2011 - February 2012
Vokshori Law Group September 2010 - March 2011
UCLA April 2010 - September 2010
Office of the General Counsel, Peralta Community College District June 2010 - August 2010
Education
University of Pennsylvania Law School 2013 — 2016
Doctor of Law (JD)
University of Pennsylvania - The Wharton School 2013 — 2016
Graduate Certificate of Business Economics and Public Policy
University of California, Los Angeles 2009 — 2013
Goodwin Procter LLP May 2015 - July 2015
Aberdeen Asset Management May 2014 - August 2014
LogiCoy Inc March 2011 - December 2013
FunnelSource September 2011 - February 2012
Vokshori Law Group September 2010 - March 2011
UCLA April 2010 - September 2010
Office of the General Counsel, Peralta Community College District June 2010 - August 2010
Education
University of Pennsylvania Law School 2013 — 2016
Doctor of Law (JD)
University of Pennsylvania - The Wharton School 2013 — 2016
Graduate Certificate of Business Economics and Public Policy
University of California, Los Angeles 2009 — 2013
Kie Drea Kie Drea's Aberdeen Asset Management Experience February 2015 - Present
Job Business Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management February 2015 - Present
Aberdeen Asset Management July 2009 - February 2015
Credit Suisse July 2007 - July 2009
Honda Motors July 2006 - July 2007
Mitsubishi Motors July 2005 - July 2007
JRI Europe September 2000 - July 2005
FERTECON Limited July 1997 - September 2000
Skills
Business Analysis, SQL, Requirements Gathering, VBA, Microsoft SQL Server, Bloomberg, Requirements Analysis, Data Warehousing, Data Migration
Education
Leeds Metropolitan University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business and Computing
University of Leeds 1994 — 1995
Civil Engineering
Aberdeen Asset Management February 2015 - Present
Aberdeen Asset Management July 2009 - February 2015
Credit Suisse July 2007 - July 2009
Honda Motors July 2006 - July 2007
Mitsubishi Motors July 2005 - July 2007
JRI Europe September 2000 - July 2005
FERTECON Limited July 1997 - September 2000
Skills
Business Analysis, SQL, Requirements Gathering, VBA, Microsoft SQL Server, Bloomberg, Requirements Analysis, Data Warehousing, Data Migration
Education
Leeds Metropolitan University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business and Computing
University of Leeds 1994 — 1995
Civil Engineering
Katherine Giordano Katherine Giordano's Aberdeen Asset Management Experience November 2010 - Present
Job Head of Property MultiManager Americas
Industry Real Estate
Experience
Aberdeen Asset Management November 2010 - Present
ING Real Estate Select January 2009 - November 2010
ING Clarion Partners May 2005 - December 2008
Howard/Stein-Hudson Associates 2001 - 2003
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
BA
Hopkins School 1990 — 1994
Aberdeen Asset Management November 2010 - Present
ING Real Estate Select January 2009 - November 2010
ING Clarion Partners May 2005 - December 2008
Howard/Stein-Hudson Associates 2001 - 2003
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
BA
Hopkins School 1990 — 1994
Diane-Denise Dougherty's Aberdeen Asset Management Experience December 2010 - Present
Job Marketing, Corporate Events and Board Relations
Industry Investment Management
Experience
Aberdeen Asset Management December 2010 - Present
Aberdeen Asset Management July 2006 - December 2010
Gartmore Global Investments July 2005 - July 2006
Gartmore Global Investments August 2002 - July 2005
Skills
Event Management, Event Planning, Project Management, Marketing, Sales, Strategy, Business Development, Corporate Events, Sponsorship, Brand Development, Hospitality, Financial Services, Corporate Communications
Education
Lafayette College 1998 — 2002
Bachelors, Government and Law
Lafayette College
Government and Law
Aberdeen Asset Management December 2010 - Present
Aberdeen Asset Management July 2006 - December 2010
Gartmore Global Investments July 2005 - July 2006
Gartmore Global Investments August 2002 - July 2005
Skills
Event Management, Event Planning, Project Management, Marketing, Sales, Strategy, Business Development, Corporate Events, Sponsorship, Brand Development, Hospitality, Financial Services, Corporate Communications
Education
Lafayette College 1998 — 2002
Bachelors, Government and Law
Lafayette College
Government and Law
Todd Little, CFP® Todd Little, CFP®'s Aberdeen Asset Management Experience January 1998 - January 2011
Job Financial Planner at Kemp Harvest Financial Group
Industry Investment Management
Experience
Kemp Harvest Financial Group February 2011 - Present
Aberdeen Asset Management January 1998 - January 2011
Aberdeen Asset Management March 2004 - August 2009
Deutsche Asset Management 1998 - 2004
Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Asset Managment, Certified Financial..., Retirement Planning, Social Security, Investment Strategies, Fixed Income, Insurance, Microsoft Excel, Strategic Financial..., Alternative Investments, Asset Management, Investment Advisory, Securities, Portfolio Management, Financial Planning
Education
Penn State University 1987 — 1993
BS, Economics
Kemp Harvest Financial Group February 2011 - Present
Aberdeen Asset Management January 1998 - January 2011
Aberdeen Asset Management March 2004 - August 2009
Deutsche Asset Management 1998 - 2004
Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Asset Managment, Certified Financial..., Retirement Planning, Social Security, Investment Strategies, Fixed Income, Insurance, Microsoft Excel, Strategic Financial..., Alternative Investments, Asset Management, Investment Advisory, Securities, Portfolio Management, Financial Planning
Education
Penn State University 1987 — 1993
BS, Economics
John Ricketts John Ricketts's Aberdeen Asset Management Experience July 2009 - August 2011
Job Equity Sales Specialist at Ashmore Group
Industry Financial Services
Experience
Ashmore Group September 2013 - Present
Aviva Investors August 2011 - August 2013
Aberdeen Asset Management July 2009 - August 2011
Credit Suisse March 2007 - June 2009
MuniMac 2006 - 2006
Skills
Asset Managment, Alternative Investments, Equities, Hedge Funds, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Series 63, Relationship Management, Investment Management, Series 7, Financial Services, Bloomberg, Bonds, Investment Strategies, Capital Markets, Derivatives, Fund Of Funds
Education
The Ohio State University 1981 — 1985
B.S, Business
Ashmore Group September 2013 - Present
Aviva Investors August 2011 - August 2013
Aberdeen Asset Management July 2009 - August 2011
Credit Suisse March 2007 - June 2009
MuniMac 2006 - 2006
Skills
Asset Managment, Alternative Investments, Equities, Hedge Funds, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Series 63, Relationship Management, Investment Management, Series 7, Financial Services, Bloomberg, Bonds, Investment Strategies, Capital Markets, Derivatives, Fund Of Funds
Education
The Ohio State University 1981 — 1985
B.S, Business
Jonathan Rehr Jonathan Rehr's Aberdeen Asset Management Experience November 2007 - February 2009
Job Random Drug Testing Coordinator at Concorde Inc
Industry Financial Services
Experience
Concorde Inc January 2011 - Present
Aberdeen Asset Management November 2007 - February 2009
Brandywine Global July 2007 - September 2007
Citigroup December 2005 - June 2007
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science, Marketing minor: Accounting
Concorde Inc January 2011 - Present
Aberdeen Asset Management November 2007 - February 2009
Brandywine Global July 2007 - September 2007
Citigroup December 2005 - June 2007
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science, Marketing minor: Accounting
Linda Cartusciello's Aberdeen Asset Management Experience November 1998 - Present
Job Senior Institutional Business Development Manager, Latin America
Industry Investment Management
Experience
Aberdeen Asset Management November 1998 - Present
Aberdeen Asset Management April 2000 - May 2008
Aberdeen Asset Management November 1998 - January 2000
Skills
Portfolio Management, Investments, Business Strategy, Asset Management, Mergers, Human Resources, Pension Fund..., Regulatory Affairs, Partnership Management, Organizational..., Mergers & Acquisitions, New Business Development, Management, Latin America, Pension Funds, Business Planning, Due Diligence, Strategy, Economics
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Global Pension Funds Programme
Universidad Nueva Esparta 1990 — 1996
Bachelor Degree, Business Administration
Aberdeen Asset Management November 1998 - Present
Aberdeen Asset Management April 2000 - May 2008
Aberdeen Asset Management November 1998 - January 2000
Skills
Portfolio Management, Investments, Business Strategy, Asset Management, Mergers, Human Resources, Pension Fund..., Regulatory Affairs, Partnership Management, Organizational..., Mergers & Acquisitions, New Business Development, Management, Latin America, Pension Funds, Business Planning, Due Diligence, Strategy, Economics
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Global Pension Funds Programme
Universidad Nueva Esparta 1990 — 1996
Bachelor Degree, Business Administration
Greg Bellman Greg Bellman's Aberdeen Asset Management Experience June 2013 - September 2013
Job Graduate Business Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2013 - September 2013
Miami University Student Venture Fund October 2010 - March 2013
TD May 2012 - August 2012
Postgame Memories February 2008 - August 2010
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, General
Aberdeen Asset Management June 2013 - September 2013
Miami University Student Venture Fund October 2010 - March 2013
TD May 2012 - August 2012
Postgame Memories February 2008 - August 2010
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, General
Sara Broderick's Aberdeen Asset Management Experience June 2014 - Present
Job Graduate Business Analyst, Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2014 - Present
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Aberdeen Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Bloomberg, Matlab, Microsoft Word
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
Aberdeen Asset Management June 2014 - Present
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Aberdeen Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Bloomberg, Matlab, Microsoft Word
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
Jonathan Beaulieu Jonathan Beaulieu's Aberdeen Asset Management Experience June 2015 - Present
Job Graduate Business Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Temple University Finance Masters Program September 2013 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The William C. Dunkelberg Owl Fund January 2014 - August 2014
The William C. Dunkelberg Owl Fund December 2012 - December 2013
Independence Capital Partners May 2013 - August 2013
Temple University Economics Department January 2012 - May 2013
Skills
Educational Leadership, Stock Research, Microsoft Office, Market Research, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg, Valuation, Equity Research, Financial Analysis, Capital IQ, Research
Education
Temple University 2011 — 2015
Bachelor, Business Administration; Finance, Sophomore
Xavier High School 2007 — 2011
GED, General Education
Aberdeen Asset Management June 2015 - Present
Temple University Finance Masters Program September 2013 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The William C. Dunkelberg Owl Fund January 2014 - August 2014
The William C. Dunkelberg Owl Fund December 2012 - December 2013
Independence Capital Partners May 2013 - August 2013
Temple University Economics Department January 2012 - May 2013
Skills
Educational Leadership, Stock Research, Microsoft Office, Market Research, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg, Valuation, Equity Research, Financial Analysis, Capital IQ, Research
Education
Temple University 2011 — 2015
Bachelor, Business Administration; Finance, Sophomore
Xavier High School 2007 — 2011
GED, General Education
Mark Mangano's Aberdeen Asset Management Experience April 2008 - August 2008
Job Vice President, Head of Sales and Marketing IT at Hartford Funds
Industry Information Technology and Services
Experience
Hartford Funds March 2015 - Present
Hartford Funds August 2012 - February 2015
Appletree Answers August 2010 - August 2012
CRM Manager September 2008 - July 2010
Aberdeen Asset Management April 2008 - August 2008
Nationwide Funds Group March 2007 - April 2008
Nationwide Funds Group 2002 - February 2007
Nationwide Funds Group 2001 - 2002
Nationwide Funds Group December 1999 - 2000
Bloomberg Financial Markets October 1997 - December 1999
Skills
Salesforce.com, SaaS, Social Media, E-business, CRM
Education
Seton Hall University 1989 — 1993
BA, Communications
Hartford Funds March 2015 - Present
Hartford Funds August 2012 - February 2015
Appletree Answers August 2010 - August 2012
CRM Manager September 2008 - July 2010
Aberdeen Asset Management April 2008 - August 2008
Nationwide Funds Group March 2007 - April 2008
Nationwide Funds Group 2002 - February 2007
Nationwide Funds Group 2001 - 2002
Nationwide Funds Group December 1999 - 2000
Bloomberg Financial Markets October 1997 - December 1999
Skills
Salesforce.com, SaaS, Social Media, E-business, CRM
Education
Seton Hall University 1989 — 1993
BA, Communications
Brooke Biscoe Jr.'s Aberdeen Asset Management Experience July 2012 - September 2012
Job Senior Research Assistant at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2014 - Present
Standard & Poor's February 2013 - March 2014
Aberdeen Asset Management July 2012 - September 2012
Scotia Capital May 2011 - August 2011
Royal Canadian Yacht Club June 2010 - August 2010
Royal Canadian Yacht Club June 2009 - August 2009
Skills
Bloomberg Essentials, Financial Modeling, Investments, Portfolio Management, Fixed Income, Analysis, Due Diligence, Finance, Credit Analysis, Credit, Financial Risk, Bonds, Competitive Analysis, Bloomberg
Education
The University of British Columbia 2008 — 2012
BComm, Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
Upper Canada College 2002 — 2008
International Baccalaureate
CFA Institute
Standard & Poor's March 2014 - Present
Standard & Poor's February 2013 - March 2014
Aberdeen Asset Management July 2012 - September 2012
Scotia Capital May 2011 - August 2011
Royal Canadian Yacht Club June 2010 - August 2010
Royal Canadian Yacht Club June 2009 - August 2009
Skills
Bloomberg Essentials, Financial Modeling, Investments, Portfolio Management, Fixed Income, Analysis, Due Diligence, Finance, Credit Analysis, Credit, Financial Risk, Bonds, Competitive Analysis, Bloomberg
Education
The University of British Columbia 2008 — 2012
BComm, Finance
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
Upper Canada College 2002 — 2008
International Baccalaureate
CFA Institute
Alyson (Patton) Lindor's Aberdeen Asset Management Experience November 2013 - December 2014
Job Director of Finance and Administration at Watsontown Trucking Company
Industry Transportation/Trucking/Railroad
Experience
Watsontown Trucking Company January 2015 - Present
Aberdeen Asset Management November 2013 - December 2014
Vanguard April 2013 - November 2013
Vanguard July 2010 - April 2013
Skills
Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Danville Area High School 2002 — 2006
Watsontown Trucking Company January 2015 - Present
Aberdeen Asset Management November 2013 - December 2014
Vanguard April 2013 - November 2013
Vanguard July 2010 - April 2013
Skills
Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Danville Area High School 2002 — 2006
Emerson Shiu Emerson Shiu's Aberdeen Asset Management Experience October 2013 - May 2015
Job Analyst at Apis Capital Advisors
Industry Investment Management
Experience
Apis Capital Advisors, LLC June 2015 - Present
Aberdeen Asset Management October 2013 - May 2015
Aberdeen Asset Management July 2013 - September 2013
Skills
Bloomberg, Financial Analysis, Financial Modeling, Investments, Securities, Asset Management, Valuation, Bloomberg Terminal
Education
McGill University 2009 — 2013
Commerce, Finance and Mathematics
Apis Capital Advisors, LLC June 2015 - Present
Aberdeen Asset Management October 2013 - May 2015
Aberdeen Asset Management July 2013 - September 2013
Skills
Bloomberg, Financial Analysis, Financial Modeling, Investments, Securities, Asset Management, Valuation, Bloomberg Terminal
Education
McGill University 2009 — 2013
Commerce, Finance and Mathematics
Bev Hendry Bev Hendry's Aberdeen Asset Management Experience July 2014 - Present
Job CoHead of the Americas at Aberdeen Asset Management and Chief Financial Officer
Industry Investment Management
Experience
Aberdeen Asset Management July 2014 - Present
Hansberger Global Investors August 2008 - July 2014
Aberdeen Asset Management PLC August 1987 - August 2008
Aberdeen Asset Management 1987 - 2008
Skills
Asset Management
Education
University of Aberdeen 1971 — 1974
MA, Accountancy, Economics
Robert Gordon's College 1965 — 1971
Aberdeen Asset Management July 2014 - Present
Hansberger Global Investors August 2008 - July 2014
Aberdeen Asset Management PLC August 1987 - August 2008
Aberdeen Asset Management 1987 - 2008
Skills
Asset Management
Education
University of Aberdeen 1971 — 1974
MA, Accountancy, Economics
Robert Gordon's College 1965 — 1971
Aaron M. Stanley M.B.A., Six Sigma Green Belt's Aberdeen Asset Management Experience 2007 - April 2012
Job Managing Consultant at Navigant
Industry Investment Management
Experience
Navigant December 2014 - Present
Sapient Global Markets October 2012 - December 2014
Aberdeen Asset Management 2007 - April 2012
Stanley Express Logicistics December 2005 - December 2006
Bloomberg LP April 2000 - November 2005
MicroWarehouse June 1999 - March 2000
KPMG March 1998 - February 1999
Skills
Bloomberg Terminal, Municipal Bonds, Corporate Bonds, Structured Bonds, Asset-Backed Securities, Mortgaged-Backed..., Bank Loans, Derivatives, TBAs, High Yield Bonds, Convertible Bonds, Primary Market, Secondary Market, US Treasuries, Capital Budgeting, Business Process..., Global Business..., Charles River IMS, Cadis Enterprise Data..., Effective Written and..., Software Application..., Coporate Finance, Credit Research, Fixed Income Portfolio..., Equity Research, Financial Accounting, Managerial Accounting, Presentations, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Data Management, Data Migration, Data Mining, Data Analysis, Financial Modeling, Vlookup, MS Excel Pivot Tables, UAT coordination, API, Staff Supervision, Time Management, Information Technology, Mutual Funds, Strategic Thinking, Policy Analysis, Asset Managment, Financial Metrics, Asset Management, PowerPoint
Education
Morgan State University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, 3.4/4.0
William Paterson University of New Jersey 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General, 2.9
Navigant December 2014 - Present
Sapient Global Markets October 2012 - December 2014
Aberdeen Asset Management 2007 - April 2012
Stanley Express Logicistics December 2005 - December 2006
Bloomberg LP April 2000 - November 2005
MicroWarehouse June 1999 - March 2000
KPMG March 1998 - February 1999
Skills
Bloomberg Terminal, Municipal Bonds, Corporate Bonds, Structured Bonds, Asset-Backed Securities, Mortgaged-Backed..., Bank Loans, Derivatives, TBAs, High Yield Bonds, Convertible Bonds, Primary Market, Secondary Market, US Treasuries, Capital Budgeting, Business Process..., Global Business..., Charles River IMS, Cadis Enterprise Data..., Effective Written and..., Software Application..., Coporate Finance, Credit Research, Fixed Income Portfolio..., Equity Research, Financial Accounting, Managerial Accounting, Presentations, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Data Management, Data Migration, Data Mining, Data Analysis, Financial Modeling, Vlookup, MS Excel Pivot Tables, UAT coordination, API, Staff Supervision, Time Management, Information Technology, Mutual Funds, Strategic Thinking, Policy Analysis, Asset Managment, Financial Metrics, Asset Management, PowerPoint
Education
Morgan State University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, 3.4/4.0
William Paterson University of New Jersey 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General, 2.9
Edwin Corbey-Ervin Edwin Corbey-Ervin's Aberdeen Asset Management Experience 2013 - 2014
Job Legal Consultant
Industry Legal Services
Experience
Aberdeen Asset Management 2013 - 2014
Blank Rome LLP 2013 - 2013
Munich Reinsurance America, Inc. 2012 - 2012
AHP Settlement Trust 2000 - 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Windows, Outlook, Teaching, Strategic Planning, Editing, Microsoft Office..., Legal Research, Legal Writing, Project Management, Legal Translation, Paralegals, IPRO, Compliance, Legal Documents, Litigation, Adobe Acrobat, Shepardizing, Bluebook, Cite Checking, Class Actions, Product Liability, Data Analysis, SharePoint Server, Research
Education
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
University of Pennsylvania
Ancient History
Swarthmore College
Bachelor of Arts (B.A. with Honors), History & Political Science
Aberdeen Asset Management 2013 - 2014
Blank Rome LLP 2013 - 2013
Munich Reinsurance America, Inc. 2012 - 2012
AHP Settlement Trust 2000 - 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Windows, Outlook, Teaching, Strategic Planning, Editing, Microsoft Office..., Legal Research, Legal Writing, Project Management, Legal Translation, Paralegals, IPRO, Compliance, Legal Documents, Litigation, Adobe Acrobat, Shepardizing, Bluebook, Cite Checking, Class Actions, Product Liability, Data Analysis, SharePoint Server, Research
Education
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
University of Pennsylvania
Ancient History
Swarthmore College
Bachelor of Arts (B.A. with Honors), History & Political Science
Kimberley Woolverton Kimberley Woolverton's Aberdeen Asset Management Experience November 2009 - Present
Job Senior Business Development Manager Canada at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management November 2009 - Present
Burgundy Asset Management March 2005 - November 2009
Merrill Lynch September 1999 - September 2002
Skills
Investment Strategies, Investments, Asset Management, Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Fixed Income, Wealth Management
Education
McGill University 1990 — 1994
Bachelor of Science (Distinction)
CFA Institute
Chartered Financial Analyst Designation
Aberdeen Asset Management November 2009 - Present
Burgundy Asset Management March 2005 - November 2009
Merrill Lynch September 1999 - September 2002
Skills
Investment Strategies, Investments, Asset Management, Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Fixed Income, Wealth Management
Education
McGill University 1990 — 1994
Bachelor of Science (Distinction)
CFA Institute
Chartered Financial Analyst Designation
Kerre Walsh Kerre Walsh's Aberdeen Asset Management Experience May 2013 - Present
Job Manager of Events and Promotions at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2013 - Present
Artio Global Investors 2008 - 2013
Julius Baer February 1999 - May 2008
Skills
Marketing Strategy, Series 7, Event Planning, Marketing, Integrated Marketing, Social Media, Strategy, Event Management, Marketing Communications, Bloomberg, Social Media Marketing, Trade Shows, Advertising, Public Relations, Project Management, Management, Portfolio Management, Fixed Income, Investment Management, Securities, ETFs
Education
State University of New York at New Paltz 1992 — 1994
Bachelor of Arts (B.A.), Psychology
John S. Burke Catholic High School 1987 — 1990
Aberdeen Asset Management May 2013 - Present
Artio Global Investors 2008 - 2013
Julius Baer February 1999 - May 2008
Skills
Marketing Strategy, Series 7, Event Planning, Marketing, Integrated Marketing, Social Media, Strategy, Event Management, Marketing Communications, Bloomberg, Social Media Marketing, Trade Shows, Advertising, Public Relations, Project Management, Management, Portfolio Management, Fixed Income, Investment Management, Securities, ETFs
Education
State University of New York at New Paltz 1992 — 1994
Bachelor of Arts (B.A.), Psychology
John S. Burke Catholic High School 1987 — 1990
Seth Udelson Seth Udelson's Aberdeen Asset Management Experience May 2012 - August 2012
Job Analyst at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC June 2013 - Present
Aberdeen Asset Management May 2012 - August 2012
Cleveland Clinic May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Stata, Econometrics, Bloomberg Terminal, Morningstar Direct, PowerPoint, Spanish-speaking, Data Analysis, Financial Modeling, Economic Development, Product Development
Education
Swarthmore College 2009 — 2013
Bachelor of Arts, Economics and Political Science.
University School 2001 — 2009
Hall Capital Partners LLC June 2013 - Present
Aberdeen Asset Management May 2012 - August 2012
Cleveland Clinic May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Stata, Econometrics, Bloomberg Terminal, Morningstar Direct, PowerPoint, Spanish-speaking, Data Analysis, Financial Modeling, Economic Development, Product Development
Education
Swarthmore College 2009 — 2013
Bachelor of Arts, Economics and Political Science.
University School 2001 — 2009
Jill Maxwell Jill Maxwell's Aberdeen Asset Management Experience November 2012 - Present
Job Group Head of Sponsorship and Corporate Events at Aberdeen Asset Management
Industry Sports
Experience
Aberdeen Asset Management November 2012 - Present
WSM Communications April 2007 - November 2012
brandRapport November 2004 - April 2007
Sky Sports February 2003 - November 2004
Skills
Sponsorship, Integrated Marketing, Sports Marketing, Marketing Strategy, Public Relations, Event Management, Event Planning, Marketing, Brand Development, Relationship Marketing, Digital Marketing, Media Relations, Digital Media, Social Media Marketing, Advertising, Marketing Communications, Social Media, Management
Education
The University of Glasgow 1998 — 2002
MA History, Medieval Hostory
Aberdeen Asset Management November 2012 - Present
WSM Communications April 2007 - November 2012
brandRapport November 2004 - April 2007
Sky Sports February 2003 - November 2004
Skills
Sponsorship, Integrated Marketing, Sports Marketing, Marketing Strategy, Public Relations, Event Management, Event Planning, Marketing, Brand Development, Relationship Marketing, Digital Marketing, Media Relations, Digital Media, Social Media Marketing, Advertising, Marketing Communications, Social Media, Management
Education
The University of Glasgow 1998 — 2002
MA History, Medieval Hostory
Kristian Parapanov Kristian Parapanov's Aberdeen Asset Management Experience June 2013 - August 2013
Job CMBS Trader at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Aberdeen Asset Management June 2013 - August 2013
HSBC June 2012 - August 2012
InvestBulgaria Agency July 2011 - August 2011
Skills
Finance, Economics, French, Investments, Equities, Russian, Stata, Corporate Finance, Bloomberg, Emerging Markets, Valuation, Bloomberg Terminal, Analysis, Research, CMBS, Commercial Real Estate
Education
Princeton University 2010 — 2014
Graduated with High Honors, Economics
Citi June 2014 - Present
Aberdeen Asset Management June 2013 - August 2013
HSBC June 2012 - August 2012
InvestBulgaria Agency July 2011 - August 2011
Skills
Finance, Economics, French, Investments, Equities, Russian, Stata, Corporate Finance, Bloomberg, Emerging Markets, Valuation, Bloomberg Terminal, Analysis, Research, CMBS, Commercial Real Estate
Education
Princeton University 2010 — 2014
Graduated with High Honors, Economics
Joseph Carr's Aberdeen Asset Management Experience May 2014 - Present
Job Business Development Manager Endowments & Foundations at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Bow Tree Civic Association July 2008 - Present
Gesu School Events Committee January 2007 - Present
Aberdeen Asset Management July 2011 - May 2014
Vanguard August 2005 - July 2011
Junior Achievement April 2009 - June 2009
Vanguard September 2002 - August 2005
Vanguard August 1999 - September 2002
Vanguard Experience July 1994 - August 1999
Retail Investor Services October 1993 - July 1994
Skills
Series 63, Series 6, Series 7, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Leadership, Business Planning, Pensions, CRM, Securities, Retirement, Investment Strategies, 401k, ERISA, Relationship Management, Management, Project Management
Education
Penn State University 1987 — 1991
Bachelor of Arts
Pennsylvania State University - University 1987 — 1991
Bachelor of Arts
Archbishop Kennedy HS 1984 — 1987
Aberdeen Asset Management May 2014 - Present
Bow Tree Civic Association July 2008 - Present
Gesu School Events Committee January 2007 - Present
Aberdeen Asset Management July 2011 - May 2014
Vanguard August 2005 - July 2011
Junior Achievement April 2009 - June 2009
Vanguard September 2002 - August 2005
Vanguard August 1999 - September 2002
Vanguard Experience July 1994 - August 1999
Retail Investor Services October 1993 - July 1994
Skills
Series 63, Series 6, Series 7, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Leadership, Business Planning, Pensions, CRM, Securities, Retirement, Investment Strategies, 401k, ERISA, Relationship Management, Management, Project Management
Education
Penn State University 1987 — 1991
Bachelor of Arts
Pennsylvania State University - University 1987 — 1991
Bachelor of Arts
Archbishop Kennedy HS 1984 — 1987
Alexa DiGiorgio, CPA Alexa DiGiorgio, CPA's Aberdeen Asset Management Experience 2005 - 2009
Job Partner at Deloitte & Touche LLP
Industry Management Consulting
Experience
Deloitte & Touche LLP 2010 - Present
Aberdeen Asset Management 2005 - 2009
Deutsche Asset Management 1997 - 2005
AllianceBernstein 1993 - 1997
Skills
Certified Public..., CPA, Fixed Income, Asset Managment, Investments, Alternative Investments, Capital Markets, Due Diligence, Portfolio Management, Equities, Investment Management, Financial Analysis, Risk Management, Strategy, Asset Management, Valuation, Private Equity, Financial Services, Financial Modeling, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
New York University
B.S., Accounting
Deloitte & Touche LLP 2010 - Present
Aberdeen Asset Management 2005 - 2009
Deutsche Asset Management 1997 - 2005
AllianceBernstein 1993 - 1997
Skills
Certified Public..., CPA, Fixed Income, Asset Managment, Investments, Alternative Investments, Capital Markets, Due Diligence, Portfolio Management, Equities, Investment Management, Financial Analysis, Risk Management, Strategy, Asset Management, Valuation, Private Equity, Financial Services, Financial Modeling, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
New York University
B.S., Accounting
Jennifer Ellis's Aberdeen Asset Management Experience July 2008 - Present
Job Senior Business Development Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management July 2008 - Present
Morgan Stanley January 2007 - July 2008
Internet Strategy Group February 2005 - January 2007
Skills
Asset Managment, Business Development, Investments, Mutual Funds, Microsoft Office, Analytics, Salesforce.com, Asset Management, Business Analysis, Analysis, Strategy, Due Diligence, Financial Risk, Equities, Finance, Portfolio Management
Education
Towson University 2002 — 2006
BS, Business Administration; Marketing
American University of Rome - Summer 2006 2005 — 2005
Aberdeen Asset Management July 2008 - Present
Morgan Stanley January 2007 - July 2008
Internet Strategy Group February 2005 - January 2007
Skills
Asset Managment, Business Development, Investments, Mutual Funds, Microsoft Office, Analytics, Salesforce.com, Asset Management, Business Analysis, Analysis, Strategy, Due Diligence, Financial Risk, Equities, Finance, Portfolio Management
Education
Towson University 2002 — 2006
BS, Business Administration; Marketing
American University of Rome - Summer 2006 2005 — 2005
Bob Guzman Bob Guzman's Aberdeen Asset Management Experience 2003 - 2010
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Kelli Blanchard, CPA Kelli Blanchard, CPA's Aberdeen Asset Management Experience September 2015 - Present
Job Senior Accountant at Aberdeen Asset Management
Industry Accounting
Experience
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC March 2015 - August 2015
EY October 2013 - March 2015
EY September 2011 - October 2013
EY January 2010 - March 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Controls, External Audit, Sarbanes-Oxley Act, Microsoft Excel, CPA, SEC Filings
Education
Texas A&M University 2010 — 2011
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 4.0
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC March 2015 - August 2015
EY October 2013 - March 2015
EY September 2011 - October 2013
EY January 2010 - March 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Controls, External Audit, Sarbanes-Oxley Act, Microsoft Excel, CPA, SEC Filings
Education
Texas A&M University 2010 — 2011
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 4.0
Vincent Fea Vincent Fea's Aberdeen Asset Management Experience January 2008 - April 2008
Job Finance Associate at Dataminr, Inc.
Industry Computer Software
Experience
Dataminr, Inc. March 2014 - Present
Miller Buckfire May 2013 - March 2014
Miller Buckfire July 2010 - May 2013
The Blackstone Group June 2008 - August 2008
Aberdeen Asset Management January 2008 - April 2008
Education
Villanova University 2009 — 2010
Master of Science in Finance, Finance, General
Villanova University 2005 — 2009
Bachelor of Science in Business Administration, Major in Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Dataminr, Inc. March 2014 - Present
Miller Buckfire May 2013 - March 2014
Miller Buckfire July 2010 - May 2013
The Blackstone Group June 2008 - August 2008
Aberdeen Asset Management January 2008 - April 2008
Education
Villanova University 2009 — 2010
Master of Science in Finance, Finance, General
Villanova University 2005 — 2009
Bachelor of Science in Business Administration, Major in Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Daniel Salvato Daniel Salvato's Aberdeen Asset Management Experience June 2009 - August 2009
Job Associate at J.C. Flowers & Co. LLC
Industry Venture Capital & Private Equity
Experience
J.C. Flowers & Co. LLC August 2013 - Present
AmeriLife Group LLC July 2015 - Present
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Aberdeen Asset Management June 2009 - August 2009
IL Hedge Investments LLC June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Mutual Funds
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Economics
J.C. Flowers & Co. LLC August 2013 - Present
AmeriLife Group LLC July 2015 - Present
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Aberdeen Asset Management June 2009 - August 2009
IL Hedge Investments LLC June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Mutual Funds
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Emilie Gitlitz's Aberdeen Asset Management Experience May 2015 - Present
Job Business Development and Investor Relations Analyst at FLAG Capital Management, LLC
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Aberdeen Asset Management May 2015 - Present
Bain Capital November 2011 - May 2015
Morgan Stanley Smith Barney August 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, PowerPoint, Excel, VBA, Stata, Financial Analysis, CRM software, SWOT analysis, Competitive Analysis, Pivot Tables, Process Improvement, Research, Group Presentations, Sales Presentations, Equity Research, Portfolio Management, Corporate Finance, Microsoft Excel, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Elon University, Love School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Jeff Wayland's Aberdeen Asset Management Experience January 2014 - June 2014
Job Sr. Data Analyst
Industry Financial Services
Experience
UHS August 2014 - Present
Aberdeen Asset Management January 2014 - June 2014
New Penn Financial August 2012 - October 2013
Safeguard Business System 2007 - 2012
Safeguard Business System 2007 - 2012
Skills
Finance, Financial Analysis, Business Analysis, Process Improvement, Leadership, Financial Modeling, Project Management, Access, Bloomberg, Accounting
Education
Lehigh University 2005 — 2008
Bachelor’s Degree, Economics
Philadelphia University
Master's Degree, Business/Managerial Economics
UHS August 2014 - Present
Aberdeen Asset Management January 2014 - June 2014
New Penn Financial August 2012 - October 2013
Safeguard Business System 2007 - 2012
Safeguard Business System 2007 - 2012
Skills
Finance, Financial Analysis, Business Analysis, Process Improvement, Leadership, Financial Modeling, Project Management, Access, Bloomberg, Accounting
Education
Lehigh University 2005 — 2008
Bachelor’s Degree, Economics
Philadelphia University
Master's Degree, Business/Managerial Economics
Kerry Larsen Kerry Larsen's Aberdeen Asset Management Experience September 2015 - Present
Job Senior Accountant at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC February 2014 - September 2015
Deloitte & Touche September 2011 - February 2014
Deloitte September 2010 - September 2011
Deloitte January 2010 - September 2010
Deloitte June 2008 - August 2008
Education
Muhlenberg College 2005 — 2009
Bachelor of Arts (B.A.), Accounting
Rye High School 2001 — 2005
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC February 2014 - September 2015
Deloitte & Touche September 2011 - February 2014
Deloitte September 2010 - September 2011
Deloitte January 2010 - September 2010
Deloitte June 2008 - August 2008
Education
Muhlenberg College 2005 — 2009
Bachelor of Arts (B.A.), Accounting
Rye High School 2001 — 2005
Devon Teichman, MBA Devon Teichman, MBA's Aberdeen Asset Management Experience June 2011 - June 2012
Job Analytics and Reporting Manager
Industry Information Technology and Services
Experience
Airgas July 2015 - Present
Villanova University September 2014 - Present
CSC May 2014 - June 2015
CSC June 2012 - May 2014
Aberdeen Asset Management June 2011 - June 2012
LaSalle College High School October 2010 - February 2012
Skills
SAP BW, Supply Chain Management, EWM, BEx Reporting, BEx Analyzer, EDW, ITIL, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, CRM, Public Speaking, Research, Customer Service, Microsoft Office, Social Media, Business Intelligence, Microsoft Word, Management, Leadership, Consulting, Project Management, Databases
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (M.B.A.), Business Intelligence, 3.8
Saint Joseph's University 2008 — 2012
Bachelor of Science (BS), Business Intelligence, GPA: 3.48
Lasalle College High School 2004 — 2008
High school diploma
Airgas July 2015 - Present
Villanova University September 2014 - Present
CSC May 2014 - June 2015
CSC June 2012 - May 2014
Aberdeen Asset Management June 2011 - June 2012
LaSalle College High School October 2010 - February 2012
Skills
SAP BW, Supply Chain Management, EWM, BEx Reporting, BEx Analyzer, EDW, ITIL, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, CRM, Public Speaking, Research, Customer Service, Microsoft Office, Social Media, Business Intelligence, Microsoft Word, Management, Leadership, Consulting, Project Management, Databases
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (M.B.A.), Business Intelligence, 3.8
Saint Joseph's University 2008 — 2012
Bachelor of Science (BS), Business Intelligence, GPA: 3.48
Lasalle College High School 2004 — 2008
High school diploma
Katelyn Maher Katelyn Maher's Aberdeen Asset Management Experience August 2015 - Present
Job Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
William Flores William Flores's Aberdeen Asset Management Experience December 2011 - June 2013
Job Head of Compliance at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management December 2013 - Present
Dupont Capital Management June 2013 - December 2013
Aberdeen Asset Management December 2011 - June 2013
Delaware Investments January 2009 - November 2011
Citi September 2005 - December 2008
J.P. Morgan May 2004 - September 2005
UBS 2001 - 2002
Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management
Education
Syracuse University 1996 — 2000
BA, Economics, Political Science
Strath Haven 1992 — 1996
DuPont Capital Management December 2013 - Present
Dupont Capital Management June 2013 - December 2013
Aberdeen Asset Management December 2011 - June 2013
Delaware Investments January 2009 - November 2011
Citi September 2005 - December 2008
J.P. Morgan May 2004 - September 2005
UBS 2001 - 2002
Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management
Education
Syracuse University 1996 — 2000
BA, Economics, Political Science
Strath Haven 1992 — 1996
Patrick Pinto Patrick Pinto's Aberdeen Asset Management Experience June 2014 - August 2014
Job Infrastructure/Network Services
Industry Financial Services
Experience
Pennoni Associates 2005 - Present
Aberdeen Asset Management June 2014 - August 2014
Marinoware 2002 - 2005
Refco 2000 - 2002
G-triad 2000 - 2001
Price Waterhouse Coopers 1999 - 2000
Skills
Lync Server 2010, Microsoft Exchange, Hyper-V, Windows Server, Cisco IOS, VMware, Windows, Windows 7, SharePoint, ASA, 2008 R2, Active Directory, Troubleshooting, Servers, Virtualization, Analysis, Disaster Recovery, VPN, Microsoft SQL Server, Office 365, Data Center, Medicine, System Administration, Databases, Desktop Computers, SAN, Lync, Visual Basic, HP, Networking, Integration, Network Administration, Tomfoolery, Help Desk Support, Prescription Drugs, Network Security, VMware Infrastructure, Management, Infrastructure, XP, Cisco Technologies, Technical Support, CRM, Switches, Firewalls, Information Technology, Software Documentation
Education
Seton Hall University 1994 — 1998
New Milford High School
New Milford High School
Pennoni Associates 2005 - Present
Aberdeen Asset Management June 2014 - August 2014
Marinoware 2002 - 2005
Refco 2000 - 2002
G-triad 2000 - 2001
Price Waterhouse Coopers 1999 - 2000
Skills
Lync Server 2010, Microsoft Exchange, Hyper-V, Windows Server, Cisco IOS, VMware, Windows, Windows 7, SharePoint, ASA, 2008 R2, Active Directory, Troubleshooting, Servers, Virtualization, Analysis, Disaster Recovery, VPN, Microsoft SQL Server, Office 365, Data Center, Medicine, System Administration, Databases, Desktop Computers, SAN, Lync, Visual Basic, HP, Networking, Integration, Network Administration, Tomfoolery, Help Desk Support, Prescription Drugs, Network Security, VMware Infrastructure, Management, Infrastructure, XP, Cisco Technologies, Technical Support, CRM, Switches, Firewalls, Information Technology, Software Documentation
Education
Seton Hall University 1994 — 1998
New Milford High School
New Milford High School
Eric Smyth, CFA Eric Smyth, CFA's Aberdeen Asset Management Experience May 2015 - Present
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2015 - Present
Federated Investors July 2011 - May 2015
Kestrel Investment Management January 2010 - July 2011
Wasatch Advisors 2007 - 2008
Watson Wyatt Investment Consulting June 2004 - April 2007
U.S. Coast Guard 1995 - 2000
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Institutional Investors, Consultant Relations, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
US Coast Guard Academy 1991 — 1995
BS
Aberdeen Asset Management May 2015 - Present
Federated Investors July 2011 - May 2015
Kestrel Investment Management January 2010 - July 2011
Wasatch Advisors 2007 - 2008
Watson Wyatt Investment Consulting June 2004 - April 2007
U.S. Coast Guard 1995 - 2000
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Institutional Investors, Consultant Relations, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
US Coast Guard Academy 1991 — 1995
BS
Ralph Bassett, CFA Ralph Bassett, CFA's Aberdeen Asset Management Experience March 2006 - Present
Job Investment Manager/Equity Analyst
Industry Investment Management
Experience
Aberdeen Asset Management March 2006 - Present
Education
Tufts University
Economics
Villanova University
Finance, Magna Cum Laude
Aberdeen Asset Management March 2006 - Present
Education
Tufts University
Economics
Villanova University
Finance, Magna Cum Laude
Erica Dare Erica Dare's Aberdeen Asset Management Experience September 2012 - Present
Job Business Development Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management September 2012 - Present
Russell Investments September 2011 - September 2012
Javelin Investment Management August 2009 - September 2011
The Hartford 2007 - 2009
PNC Financial Services Group September 2006 - August 2007
Skills
Series 7, Series 6, Series 63, ETFs, Annuities, Mutual Funds, 401k, Bloomberg, CMFC
Education
Penn State University 2002 — 2006
B.S., Finance
Aberdeen Asset Management September 2012 - Present
Russell Investments September 2011 - September 2012
Javelin Investment Management August 2009 - September 2011
The Hartford 2007 - 2009
PNC Financial Services Group September 2006 - August 2007
Skills
Series 7, Series 6, Series 63, ETFs, Annuities, Mutual Funds, 401k, Bloomberg, CMFC
Education
Penn State University 2002 — 2006
B.S., Finance
Sofia Rosala Sofia Rosala's Aberdeen Asset Management Experience July 2012 - Present
Job
Industry Investment Management
Experience
Aberdeen Asset Management July 2012 - Present
Vertex Inc. April 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2008 - April 2011
SEI Investments September 1998 - June 2008
Education
Temple University - James E. Beasley School of Law 1995 — 1998
Juris Doctorate
University of Pennsylvania 1991 — 1995
B.A.
Aberdeen Asset Management July 2012 - Present
Vertex Inc. April 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2008 - April 2011
SEI Investments September 1998 - June 2008
Education
Temple University - James E. Beasley School of Law 1995 — 1998
Juris Doctorate
University of Pennsylvania 1991 — 1995
B.A.
Stephen Varga Stephen Varga's Aberdeen Asset Management Experience June 2013 - Present
Job Product Management Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management May 2011 - June 2013
SEI Investments July 2008 - April 2011
Skills
Mutual Funds, Equities, Fixed Income, Performance Measurement, Alternative Investments, Investments, Valuation, Accounting, Trading, Marketing Strategy, Sports Marketing, Closed-end Funds, Financial Regulation, Minutes
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management May 2011 - June 2013
SEI Investments July 2008 - April 2011
Skills
Mutual Funds, Equities, Fixed Income, Performance Measurement, Alternative Investments, Investments, Valuation, Accounting, Trading, Marketing Strategy, Sports Marketing, Closed-end Funds, Financial Regulation, Minutes
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Jennifer Fenton, CPA, MBA Jennifer Fenton, CPA, MBA's Aberdeen Asset Management Experience March 2014 - September 2014
Job AVP, Senior Internal Auditor at Western Alliance Bancorporation
Industry Investment Management
Experience
Western Alliance Bancorporation March 2015 - Present
Aberdeen Asset Management March 2014 - September 2014
Aberdeen Asset Management October 2011 - March 2014
Aberdeen Asset Management November 2010 - September 2011
Grant Thornton LLP September 2008 - November 2010
Education
Villanova University 2011 — 2012
Master of Business Administration (MBA)
Villanova University 2008 — 2009
MAC, Accountancy, Professional Consultancy
University of Arizona, Eller College of Management 2005 — 2007
BS, Accounting
NYU 2004 — 2005
Western Alliance Bancorporation March 2015 - Present
Aberdeen Asset Management March 2014 - September 2014
Aberdeen Asset Management October 2011 - March 2014
Aberdeen Asset Management November 2010 - September 2011
Grant Thornton LLP September 2008 - November 2010
Education
Villanova University 2011 — 2012
Master of Business Administration (MBA)
Villanova University 2008 — 2009
MAC, Accountancy, Professional Consultancy
University of Arizona, Eller College of Management 2005 — 2007
BS, Accounting
NYU 2004 — 2005
Damian Zamudio Damian Zamudio's Aberdeen Asset Management Experience November 2012 - Present
Job Regional Sales Manager International at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management November 2012 - Present
BlackRock January 2009 - October 2010
BlackRock April 2007 - December 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch January 2004 - December 2005
Skills
Asset Managment, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Strategies, Hedge Funds, Separately Managed..., Asset Management, Securities, Investment Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
Aberdeen Asset Management November 2012 - Present
BlackRock January 2009 - October 2010
BlackRock April 2007 - December 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch January 2004 - December 2005
Skills
Asset Managment, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Strategies, Hedge Funds, Separately Managed..., Asset Management, Securities, Investment Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
Andrea Melia Andrea Melia's Aberdeen Asset Management Experience September 2009 - Present
Job Head of Fund Accounting Oversight at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2009 - Present
BlackRock September 2006 - August 2009
Merrill Lynch October 1992 - September 2006
Skills
Mutual Funds, Asset Management, Equities, Accounting, Fund Accounting, Fund Administration, Fixed Income, Investments, Fund Of Funds, Financial Services, Bloomberg, Alternative Investments, Investment Management, Hedge Funds, Securities
Education
Rider University 1994 — 1996
MBA, Finance concentration
University of Scranton 1987 — 1991
BS, Accounting
Aberdeen Asset Management September 2009 - Present
BlackRock September 2006 - August 2009
Merrill Lynch October 1992 - September 2006
Skills
Mutual Funds, Asset Management, Equities, Accounting, Fund Accounting, Fund Administration, Fixed Income, Investments, Fund Of Funds, Financial Services, Bloomberg, Alternative Investments, Investment Management, Hedge Funds, Securities
Education
Rider University 1994 — 1996
MBA, Finance concentration
University of Scranton 1987 — 1991
BS, Accounting
Kasey Deja Kasey Deja's Aberdeen Asset Management Experience December 2011 - Present
Job Senior Product Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management December 2011 - Present
Aberdeen Asset Management 2008 - 2011
Aberdeen Asset Management 2005 - 2008
Capmark 2003 - 2005
Skills
Asset Managment, Asset Management, Equities, Closed-End Funds, Board of Directors..., Client Lifecycle..., Investment Operations, Fixed Income, CMBS, Asset-backed..., Investments, Alternative Investments, Mutual Funds
Education
Penn State University 1998 — 2003
Bachelor of Science, Finance
Aberdeen Asset Management December 2011 - Present
Aberdeen Asset Management 2008 - 2011
Aberdeen Asset Management 2005 - 2008
Capmark 2003 - 2005
Skills
Asset Managment, Asset Management, Equities, Closed-End Funds, Board of Directors..., Client Lifecycle..., Investment Operations, Fixed Income, CMBS, Asset-backed..., Investments, Alternative Investments, Mutual Funds
Education
Penn State University 1998 — 2003
Bachelor of Science, Finance
Katherine Corey Katherine Corey's Aberdeen Asset Management Experience July 2013 - Present
Job U.S. Counsel at Aberdeen Asset Management
Industry Law Practice
Experience
Aberdeen Asset Management July 2013 - Present
Drinker Biddle & Reath LLP September 2010 - July 2013
Drinker Biddle & Reath LLP May 2009 - July 2009
Education
The George Washington University Law School 2007 — 2010
J.D., with Honors
The George Washington University 2004 — 2007
B.S., Summa Cum Laude
Tulane University 2003 — 2004
Dean's List
Central Bucks West
Aberdeen Asset Management July 2013 - Present
Drinker Biddle & Reath LLP September 2010 - July 2013
Drinker Biddle & Reath LLP May 2009 - July 2009
Education
The George Washington University Law School 2007 — 2010
J.D., with Honors
The George Washington University 2004 — 2007
B.S., Summa Cum Laude
Tulane University 2003 — 2004
Dean's List
Central Bucks West
Nicholas Condo's Aberdeen Asset Management Experience March 2007 - September 2010
Job Software Engineer
Industry Computer Software
Experience
JP Morgan Chase June 2011 - December 2011
Aberdeen Asset Management March 2007 - September 2010
Skills
Java, Java Enterprise Edition, C, Embedded Systems, Python, flask, Web2py, PostgreSQL, SQLite, MySQL, MongoDB, Hadoop, Objective-C, iOS Development, Ruby on Rails, JavaScript, HTML, CSS, Bootstrap, Git, Github, Maven, Eclipse, Arduino, SAS Programming, Equities, Options Strategies, Fixed Income
Education
DePaul University 2012 — 2015
Master of Science, Computer Science
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
Bachelor of Science in Business Administration, Finance
JP Morgan Chase June 2011 - December 2011
Aberdeen Asset Management March 2007 - September 2010
Skills
Java, Java Enterprise Edition, C, Embedded Systems, Python, flask, Web2py, PostgreSQL, SQLite, MySQL, MongoDB, Hadoop, Objective-C, iOS Development, Ruby on Rails, JavaScript, HTML, CSS, Bootstrap, Git, Github, Maven, Eclipse, Arduino, SAS Programming, Equities, Options Strategies, Fixed Income
Education
DePaul University 2012 — 2015
Master of Science, Computer Science
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
Bachelor of Science in Business Administration, Finance
Ian McInnis Ian McInnis's Aberdeen Asset Management Experience 2004 - 2010
Job Managing Director, Private Wealth at Pinacle Asset Management
Industry Capital Markets
Experience
Pinacle Asset Management 2010 - Present
Aberdeen Asset Management 2004 - 2010
Royal Bank of Scotland International 1998 - 2004
Prudential Investment Services 1990 - 1998
Skills
Valuation, Cash Management, Due Diligence, Banking, Portfolio Management, Equities, Private Equity, Financial Risk, Change Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA
Syracuse University 1976 — 1979
Bachelor of Science (BS), Management
BU Mgmt Program
Pinacle Asset Management 2010 - Present
Aberdeen Asset Management 2004 - 2010
Royal Bank of Scotland International 1998 - 2004
Prudential Investment Services 1990 - 1998
Skills
Valuation, Cash Management, Due Diligence, Banking, Portfolio Management, Equities, Private Equity, Financial Risk, Change Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA
Syracuse University 1976 — 1979
Bachelor of Science (BS), Management
BU Mgmt Program
Matthew Woodward Matthew Woodward's Aberdeen Asset Management Experience October 2007 - June 2013
Job Chief Compliance Officer at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners June 2013 - Present
Aberdeen Asset Management October 2007 - June 2013
Delaware Investments April 1996 - October 2007
Stradley Ronon Stephens & Young July 2006 - September 2006
Skills
Legal Compliance, Investment Management..., Mutual Fund Compliance, Broker Dealer Law and..., Investment Advisers Act, Investment Company Act, Regulatory Affairs
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.), Law
Logan Circle Partners June 2013 - Present
Aberdeen Asset Management October 2007 - June 2013
Delaware Investments April 1996 - October 2007
Stradley Ronon Stephens & Young July 2006 - September 2006
Skills
Legal Compliance, Investment Management..., Mutual Fund Compliance, Broker Dealer Law and..., Investment Advisers Act, Investment Company Act, Regulatory Affairs
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.), Law
Brie Darragh Brie Darragh's Aberdeen Asset Management Experience May 2015 - Present
Job Middle Office at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Elizabeth Koval's Aberdeen Asset Management Experience June 2014 - August 2014
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Economic Partners, LLC September 2014 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The National Society of Collegiate Scholars September 2012 - May 2014
WithumSmith+Brown June 2013 - August 2013
The National Society of Collegiate Scholars September 2012 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Non-profits, Research, Social Media, Leadership, Customer Service
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Economics
UCL
Economics
Wells Fargo July 2015 - Present
Economic Partners, LLC September 2014 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The National Society of Collegiate Scholars September 2012 - May 2014
WithumSmith+Brown June 2013 - August 2013
The National Society of Collegiate Scholars September 2012 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Non-profits, Research, Social Media, Leadership, Customer Service
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Economics
UCL
Economics
Sushant Raj Mathur's Aberdeen Asset Management Experience May 2013 - November 2014
Job
Industry Investment Banking
Experience
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Joe DeRosa's Aberdeen Asset Management Experience May 2008 - April 2014
Job Sr. System Administrator at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor April 2014 - Present
Aberdeen Asset Management May 2008 - April 2014
Intelli-Media May 2007 - May 2008
Toll Brothers 2006 - 2007
Wyeth 2001 - 2005
Biomedical Computer Research Intstitute, Inc 2001 - 2005
Skills
Network Administration, Asset Managment, SQL, Business Analysis, Active Directory, VMware ESX, Fixed Income, System Administration, Project Management, Windows Server, Blackberry Enterprise..., Process Improvement, Storage Area Networks, Cisco UCS, Disaster Recovery
Education
Pennsylvania State University
eMoney Advisor April 2014 - Present
Aberdeen Asset Management May 2008 - April 2014
Intelli-Media May 2007 - May 2008
Toll Brothers 2006 - 2007
Wyeth 2001 - 2005
Biomedical Computer Research Intstitute, Inc 2001 - 2005
Skills
Network Administration, Asset Managment, SQL, Business Analysis, Active Directory, VMware ESX, Fixed Income, System Administration, Project Management, Windows Server, Blackberry Enterprise..., Process Improvement, Storage Area Networks, Cisco UCS, Disaster Recovery
Education
Pennsylvania State University
Tom Kohlenberg's Aberdeen Asset Management Experience October 2007 - Present
Job Financial Professional/Equity derivatives trader
Industry Financial Services
Experience
Aberdeen Asset Management October 2007 - Present
First Derivatives August 2003 - April 2006
Goldman Sachs May 1999 - October 2002
Lasalle Trading LLc October 1997 - May 1999
Skills
Derivatives, Trading, Financial Markets, Equity Derivatives, Risk Management, Equities, Hedge Funds, Bloomberg, Finance, Fixed Income, Mutual Funds, Securities, Options, Asset Management
Education
Penn State University 1990 — 1995
penn state university 1990 — 1995
Aberdeen Asset Management October 2007 - Present
First Derivatives August 2003 - April 2006
Goldman Sachs May 1999 - October 2002
Lasalle Trading LLc October 1997 - May 1999
Skills
Derivatives, Trading, Financial Markets, Equity Derivatives, Risk Management, Equities, Hedge Funds, Bloomberg, Finance, Fixed Income, Mutual Funds, Securities, Options, Asset Management
Education
Penn State University 1990 — 1995
penn state university 1990 — 1995
Norma Mora's Aberdeen Asset Management Experience September 2015 - Present
Job Controller at Aberdeen Asset Management
Industry Accounting
Experience
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management January 2011 - August 2015
FLAG Capital Management 2007 - December 2010
Skills
Fund Of Funds, Venture Capital, Private Equity, Alternative Investments, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Asset Management, Accounting, Hedge Funds
Education
Monroe Community College 1997 — 1999
NRHS
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management January 2011 - August 2015
FLAG Capital Management 2007 - December 2010
Skills
Fund Of Funds, Venture Capital, Private Equity, Alternative Investments, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Asset Management, Accounting, Hedge Funds
Education
Monroe Community College 1997 — 1999
NRHS
Maria Croll's Aberdeen Asset Management Experience September 2010 - June 2012
Job Stay At Home Mom
Industry Investment Management
Experience
Croll Family June 2012 - Present
Aberdeen Asset Management September 2010 - June 2012
T. Rowe Price June 2007 - September 2009
T. Rowe Price January 2007 - June 2007
T. Rowe Price August 2005 - January 2007
T. Rowe Price August 2004 - August 2005
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Business Administration, Management
Croll Family June 2012 - Present
Aberdeen Asset Management September 2010 - June 2012
T. Rowe Price June 2007 - September 2009
T. Rowe Price January 2007 - June 2007
T. Rowe Price August 2005 - January 2007
T. Rowe Price August 2004 - August 2005
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Business Administration, Management
Jackie Bardyn's Aberdeen Asset Management Experience November 2007 - August 2010
Job Student Assistance Counselor at NHS Human Services
Industry Investment Management
Experience
NHS Human Services August 2012 - Present
Aberdeen Asset Management November 2007 - August 2010
Cooke & Bieler 2005 - 2007
SEI Investments 2001 - 2005
SEI Investments 2001 - 2005
Education
Villanova University 2010 — 2012
Master of Science (MSc), Counselor Education/School Counseling and Guidance Services
Lehigh University - College of Business and Economics 1997 — 2001
NHS Human Services August 2012 - Present
Aberdeen Asset Management November 2007 - August 2010
Cooke & Bieler 2005 - 2007
SEI Investments 2001 - 2005
SEI Investments 2001 - 2005
Education
Villanova University 2010 — 2012
Master of Science (MSc), Counselor Education/School Counseling and Guidance Services
Lehigh University - College of Business and Economics 1997 — 2001
Errol Thurton's Aberdeen Asset Management Experience October 2013 - March 2014
Job Aberdeen Asset Management, Sr. Fund Administrator Analyst
Industry Investment Management
Experience
Aberdeen Asset Management October 2013 - March 2014
United States Department of Treasury March 2013 - October 2013
State Street Bank and Trust Company July 2012 - January 2013
Bank of New York Mellon October 2007 - January 2012
Bank of New York Mellon October 2007 - January 2012
Delaware Investments July 2001 - October 2007
Skills
Finance, Financial Reporting, Accounting, Account Reconciliation, Risk Management, Auditing, Securities, Derivatives, General Ledger, Accounts Payable, Mutual Funds, Internal Audit, Corporate Finance, Variance Analysis, Tax, Financial Statements, Financial Services, Portfolio Management, Financial Analysis, Fund Accounting, Fixed Income, Cash Management, Analysis, GAAP, Fixed Assets, Financial Modeling, Financial Accounting, Bank Reconciliation, Cash Flow, Strategic Financial..., Journal Entries, Trading, Fund Administration, Credit, Due Diligence, Accruals, Cash Flow Forecasting, Bloomberg, Hedge Funds, Investments, Treasury, Equities, Middle Office, Bonds, Asset Management, FX Options, Back Office, Accounts Receivable, Forecasting, Corporate Actions
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Aberdeen Asset Management October 2013 - March 2014
United States Department of Treasury March 2013 - October 2013
State Street Bank and Trust Company July 2012 - January 2013
Bank of New York Mellon October 2007 - January 2012
Bank of New York Mellon October 2007 - January 2012
Delaware Investments July 2001 - October 2007
Skills
Finance, Financial Reporting, Accounting, Account Reconciliation, Risk Management, Auditing, Securities, Derivatives, General Ledger, Accounts Payable, Mutual Funds, Internal Audit, Corporate Finance, Variance Analysis, Tax, Financial Statements, Financial Services, Portfolio Management, Financial Analysis, Fund Accounting, Fixed Income, Cash Management, Analysis, GAAP, Fixed Assets, Financial Modeling, Financial Accounting, Bank Reconciliation, Cash Flow, Strategic Financial..., Journal Entries, Trading, Fund Administration, Credit, Due Diligence, Accruals, Cash Flow Forecasting, Bloomberg, Hedge Funds, Investments, Treasury, Equities, Middle Office, Bonds, Asset Management, FX Options, Back Office, Accounts Receivable, Forecasting, Corporate Actions
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Jack Fan's Aberdeen Asset Management Experience December 2009 - March 2011
Job Systematic Strategies at GCM
Industry Financial Services
Experience
Graham Capital Management March 2011 - Present
Aberdeen Asset Management December 2009 - March 2011
Aberdeen Asset Management July 2006 - December 2009
Skills
Bloomberg, Fixed Income, Hedge Funds, Asset Managment, Asset Allocation, Portfolio Management, Trading Systems, Quantitative Finance, Risk Management, Asset Management, Equities, FX Options, Global Macro
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MA, Finance
New York University 2001 — 2004
BA, Economics, Computer Science
Graham Capital Management March 2011 - Present
Aberdeen Asset Management December 2009 - March 2011
Aberdeen Asset Management July 2006 - December 2009
Skills
Bloomberg, Fixed Income, Hedge Funds, Asset Managment, Asset Allocation, Portfolio Management, Trading Systems, Quantitative Finance, Risk Management, Asset Management, Equities, FX Options, Global Macro
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MA, Finance
New York University 2001 — 2004
BA, Economics, Computer Science
Joseph Cerniglia's Aberdeen Asset Management Experience October 2007 - December 2010
Job Director at BlackRock, Inc.
Industry Financial Services
Experience
BlackRock April 2011 - Present
Courant Institute of Mathematics, NYU December 2010 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments 2000 - 2007
Pitcairn 1997 - 2000
Skills
Bloomberg, Quantitative Finance, Equities, Portfolio Management, Hedge Funds, Trading, Fixed Income, Derivatives, Asset Management, Alternative Investments
Education
New York University
MS, Mathematics of Finance
BlackRock April 2011 - Present
Courant Institute of Mathematics, NYU December 2010 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments 2000 - 2007
Pitcairn 1997 - 2000
Skills
Bloomberg, Quantitative Finance, Equities, Portfolio Management, Hedge Funds, Trading, Fixed Income, Derivatives, Asset Management, Alternative Investments
Education
New York University
MS, Mathematics of Finance
Ben Moser's Aberdeen Asset Management Experience December 2013 - Present
Job Head of Investor Services US at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management December 2013 - Present
Aberdeen Asset Management July 2011 - Present
Aberdeen Asset Management July 2008 - July 2011
Federated Investors June 2007 - July 2008
Federated Investors June 2005 - July 2007
Federated Investors December 2003 - June 2005
Skills
Mutual Funds, Financial Services, Management, Asset Allocation, Project Management, Investments, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Portfolio Management, Equities, Series 63, Bloomberg
Education
Penn State University 1998 — 2002
BS, Operations and Information Systems Management
Aberdeen Asset Management December 2013 - Present
Aberdeen Asset Management July 2011 - Present
Aberdeen Asset Management July 2008 - July 2011
Federated Investors June 2007 - July 2008
Federated Investors June 2005 - July 2007
Federated Investors December 2003 - June 2005
Skills
Mutual Funds, Financial Services, Management, Asset Allocation, Project Management, Investments, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Portfolio Management, Equities, Series 63, Bloomberg
Education
Penn State University 1998 — 2002
BS, Operations and Information Systems Management
Brian Hirst's Aberdeen Asset Management Experience September 2008 - Present
Job Sr. Marketing and Communications Writer at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2008 - Present
BlackRock January 2008 - September 2008
Merrill Lynch Investment Managers/BlackRock January 2003 - January 2008
Merrill Lynch Investment Managers (now BlackRock) February 2001 - January 2003
Skills
Series 7, Marketing Communications, Corporate Communications, Financial Services, Editing, Public Relations, Marketing, Hedge Funds, Alternative Investments
Education
The College of New Jersey 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Aberdeen Asset Management September 2008 - Present
BlackRock January 2008 - September 2008
Merrill Lynch Investment Managers/BlackRock January 2003 - January 2008
Merrill Lynch Investment Managers (now BlackRock) February 2001 - January 2003
Skills
Series 7, Marketing Communications, Corporate Communications, Financial Services, Editing, Public Relations, Marketing, Hedge Funds, Alternative Investments
Education
The College of New Jersey 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Brad Milavsky's Aberdeen Asset Management Experience August 2015 - Present
Job Regional Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management August 2015 - Present
Aberdeen Asset Management March 2012 - Present
AMG Funds August 2010 - March 2012
ING Investment Management May 2007 - August 2010
Skills
Series 7, Series 63, MBA, Investment Management, Asset Management, Asset Allocation, Relationship Management, Investment Strategies, Securities, Alternative Investments, Mutual Funds
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.), Fogelman College of Business & Economics
Millersville University of Pennsylvania 2003 — 2007
B.S., International Business/Trade/Commerce
Aberdeen Asset Management August 2015 - Present
Aberdeen Asset Management March 2012 - Present
AMG Funds August 2010 - March 2012
ING Investment Management May 2007 - August 2010
Skills
Series 7, Series 63, MBA, Investment Management, Asset Management, Asset Allocation, Relationship Management, Investment Strategies, Securities, Alternative Investments, Mutual Funds
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.), Fogelman College of Business & Economics
Millersville University of Pennsylvania 2003 — 2007
B.S., International Business/Trade/Commerce
Jenny Eves's Aberdeen Asset Management Experience November 2010 - February 2014
Job Client Service Associate
Industry Financial Services
Experience
Aberdeen Asset Management November 2010 - February 2014
West Capital Management November 2007 - November 2010
Lockwood Financial September 2004 - November 2007
Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management
Education
Lycoming College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Aberdeen Asset Management November 2010 - February 2014
West Capital Management November 2007 - November 2010
Lockwood Financial September 2004 - November 2007
Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management
Education
Lycoming College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Justin McMahon's Aberdeen Asset Management Experience June 2015 - Present
Job Content Manager/Developer at Aberdeen
Industry Internet
Experience
Aberdeen Asset Management June 2015 - Present
Vanguard June 2013 - June 2015
FTI Consulting August 2011 - April 2013
Access Group October 2009 - September 2011
The Sports Network November 2005 - October 2009
Skills
Dreamweaver, CSS, HTML, Wordpress, Web Development, SEO, User Experience, WordPress, Web Analytics, Front-end, Online Marketing
Education
Mount St. Mary's University 2001 — 2005
BA, Communications
Aberdeen Asset Management June 2015 - Present
Vanguard June 2013 - June 2015
FTI Consulting August 2011 - April 2013
Access Group October 2009 - September 2011
The Sports Network November 2005 - October 2009
Skills
Dreamweaver, CSS, HTML, Wordpress, Web Development, SEO, User Experience, WordPress, Web Analytics, Front-end, Online Marketing
Education
Mount St. Mary's University 2001 — 2005
BA, Communications
Andrew Carnevale's Aberdeen Asset Management Experience May 2014 - Present
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Ryan Sullivan, CFA's Aberdeen Asset Management Experience September 2015 - Present
Job Vice President at FLAG Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC January 2014 - September 2015
FLAG Capital Management, LLC January 2013 - December 2013
FLAG Capital Management, LLC April 2011 - December 2012
TransCanada December 2007 - March 2011
Skills
Private Equity
Education
Boston College 2013 — 2016
Master of Business Administration (MBA)
Merrimack College 2003 — 2007
Bachelor of Science, Finance
Aberdeen Asset Management September 2015 - Present
FLAG Capital Management, LLC January 2014 - September 2015
FLAG Capital Management, LLC January 2013 - December 2013
FLAG Capital Management, LLC April 2011 - December 2012
TransCanada December 2007 - March 2011
Skills
Private Equity
Education
Boston College 2013 — 2016
Master of Business Administration (MBA)
Merrimack College 2003 — 2007
Bachelor of Science, Finance
Cara Albrand, CFA's Aberdeen Asset Management Experience August 2007 - January 2009
Job Senior Director Credit Analysis at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
Ryan Nachsin, CFA's Aberdeen Asset Management Experience 2005 - Present
Job Senior Business Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1998 - 2005
SEI 1996 - 1998
SEI 1994 - 1996
Skills
Asset Managment, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investment Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Asset Allocation, Bonds, Fund Of Funds, Investment Strategies, Middle Office, Portfolio Management
Education
Villanova University 1994 — 1997
MBA
Penn State University 1989 — 1993
BS, Finance & International Business
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1998 - 2005
SEI 1996 - 1998
SEI 1994 - 1996
Skills
Asset Managment, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investment Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Asset Allocation, Bonds, Fund Of Funds, Investment Strategies, Middle Office, Portfolio Management
Education
Villanova University 1994 — 1997
MBA
Penn State University 1989 — 1993
BS, Finance & International Business
Jason Kotik's Aberdeen Asset Management Experience October 2007 - Present
Job Senior Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management October 2007 - Present
Gartmore 2000 - 2007
Allied Investment Advisors 1998 - 2000
T. Rowe Price 1992 - 1998
Skills
Investment Research, Equity Research
Education
The Johns Hopkins University
Master of Science, Business
University of Delaware 1987 — 1991
BS, Business Administration
Aberdeen Asset Management October 2007 - Present
Gartmore 2000 - 2007
Allied Investment Advisors 1998 - 2000
T. Rowe Price 1992 - 1998
Skills
Investment Research, Equity Research
Education
The Johns Hopkins University
Master of Science, Business
University of Delaware 1987 — 1991
BS, Business Administration
Joel Karsch's Aberdeen Asset Management Experience 2004 - March 2011
Job Senior Director of Investor Relations at Beach Point Capital Management
Industry Financial Services
Experience
Beach Point Capital Management February 2011 - Present
Aberdeen Asset Management 2004 - March 2011
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 1996 - 2000
Skills
Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Investor Relations, Asset Management, Trading, Capital Markets, Equity Research, Securities, Private Equity, Institutional...
Education
University of Pennsylvania 1984 — 1988
BA, Political Science
Temple University 1989 — 1992
MBA, Finance
Beach Point Capital Management February 2011 - Present
Aberdeen Asset Management 2004 - March 2011
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 1996 - 2000
Skills
Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Investor Relations, Asset Management, Trading, Capital Markets, Equity Research, Securities, Private Equity, Institutional...
Education
University of Pennsylvania 1984 — 1988
BA, Political Science
Temple University 1989 — 1992
MBA, Finance
Neil O'Hare's Aberdeen Asset Management Experience
Job Senior Business Development Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Microsoft Office, Financial Services
Education
Saint Joseph's University
Aberdeen Asset Management
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Microsoft Office, Financial Services
Education
Saint Joseph's University
Kieran McGlynn's Aberdeen Asset Management Experience 2005 - Present
Job Head of Institutional Relationship Management at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1999 - 2005
Bankers Trust 1995 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
Seton Hall University 1989 — 1993
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1999 - 2005
Bankers Trust 1995 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
Seton Hall University 1989 — 1993
Elizabeth Bell's Aberdeen Asset Management Experience 2015 - Present
Job Investment Manager, Property MultiManager Americas
Industry
Experience
Aberdeen Asset Management 2015 - Present
Equity International 2011 - 2015
J.E. Robert Companies 2006 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Princeton University 2000 — 2004
Aberdeen Asset Management 2015 - Present
Equity International 2011 - 2015
J.E. Robert Companies 2006 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Princeton University 2000 — 2004
Geoffrey Roth's Aberdeen Asset Management Experience November 2014 - Present
Job Research Analyst Credit at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management March 2013 - October 2014
Aberdeen Asset Management November 2012 - February 2013
Rowing Canada Aviron July 2011 - April 2012
John Day Developments July 2010 - August 2010
Guardian Chemicals Inc. June 2008 - August 2008
China Perfect Machinery July 2006 - August 2006
Skills
Sports, Sports Marketing, Event Management, Leadership, Budgets, Strategic Planning, Fixed Income, Marketing Communications, Research, Financial Modeling, Equities, Financial Analysis, Investments, Valuation
Education
CFA Institute 2012 — 2014
University of Cambridge 2009 — 2011
Master of Arts (M.A.), Land Economy
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management March 2013 - October 2014
Aberdeen Asset Management November 2012 - February 2013
Rowing Canada Aviron July 2011 - April 2012
John Day Developments July 2010 - August 2010
Guardian Chemicals Inc. June 2008 - August 2008
China Perfect Machinery July 2006 - August 2006
Skills
Sports, Sports Marketing, Event Management, Leadership, Budgets, Strategic Planning, Fixed Income, Marketing Communications, Research, Financial Modeling, Equities, Financial Analysis, Investments, Valuation
Education
CFA Institute 2012 — 2014
University of Cambridge 2009 — 2011
Master of Arts (M.A.), Land Economy
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Megan Mooney, CFA's Aberdeen Asset Management Experience October 2009 - October 2013
Job Senior Research Analyst
Industry Investment Management
Experience
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Jerry Rafter's Aberdeen Asset Management Experience June 2014 - Present
Job Senior Business Development Manager
Industry Financial Services
Experience
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management June 2010 - June 2014
Raymond James September 2009 - February 2010
Lincoln Financial Distributors January 2004 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Series 6, Variable Annuities, Separately Managed..., Financial Advisory, Estate Planning, Fixed Annuities, Investment Management, Asset Allocation, Investments, Strategic Financial..., Wealth, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, 401k, Financial Services, Securities, Retirement, Wealth Management
Education
Temple University 1999 — 2004
Business, Marketing
St. Joseph's Preparatory School for Boys 1994 — 1998
HS
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management June 2010 - June 2014
Raymond James September 2009 - February 2010
Lincoln Financial Distributors January 2004 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Series 6, Variable Annuities, Separately Managed..., Financial Advisory, Estate Planning, Fixed Annuities, Investment Management, Asset Allocation, Investments, Strategic Financial..., Wealth, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, 401k, Financial Services, Securities, Retirement, Wealth Management
Education
Temple University 1999 — 2004
Business, Marketing
St. Joseph's Preparatory School for Boys 1994 — 1998
HS
Adriane Wisor's Aberdeen Asset Management Experience June 2011 - August 2011
Job Valuation Associate at CohnReznick LLP
Industry Financial Services
Experience
CohnReznick LLP September 2012 - Present
Villanova University August 2008 - May 2012
Villanova University August 2008 - May 2012
Aberdeen Asset Management June 2011 - August 2011
UKSIF - the sustainable investment and finance association June 2010 - July 2010
Delias May 2007 - August 2009
Skills
Spanish, SPSS, Microsoft Office, Data Analysis, Research, PowerPoint, Microsoft Excel, Microsoft Word, Access, Facebook, Outlook, Social Media, Social Networking, Leadership, Teamwork, Public Speaking
Education
Villanova University 2008 — 2012
BBA, BBA, BA, Economics, Finance, Psychology
London School of Economics and Political Science 2010 — 2010
Finance
CohnReznick LLP September 2012 - Present
Villanova University August 2008 - May 2012
Villanova University August 2008 - May 2012
Aberdeen Asset Management June 2011 - August 2011
UKSIF - the sustainable investment and finance association June 2010 - July 2010
Delias May 2007 - August 2009
Skills
Spanish, SPSS, Microsoft Office, Data Analysis, Research, PowerPoint, Microsoft Excel, Microsoft Word, Access, Facebook, Outlook, Social Media, Social Networking, Leadership, Teamwork, Public Speaking
Education
Villanova University 2008 — 2012
BBA, BBA, BA, Economics, Finance, Psychology
London School of Economics and Political Science 2010 — 2010
Finance
Ryan Shontz, CFA's Aberdeen Asset Management Experience July 2013 - Present
Job Head of Performance Americas at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management July 2013 - Present
BlackRock June 2009 - July 2013
BlackRock May 2007 - June 2009
BlackRock September 2006 - May 2007
Merrill Lynch October 2005 - September 2006
Skills
Microsoft Office, Transact-SQL, Bloomberg, Equities, Mutual Funds, Fixed Income, Securities, Asset Managment, VBA, Microsoft SQL Server, Project Management, Portfolio Performance..., ETFs, Asset Management, Analytics, Alternative Investments
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Finance
Aberdeen Asset Management July 2013 - Present
BlackRock June 2009 - July 2013
BlackRock May 2007 - June 2009
BlackRock September 2006 - May 2007
Merrill Lynch October 2005 - September 2006
Skills
Microsoft Office, Transact-SQL, Bloomberg, Equities, Mutual Funds, Fixed Income, Securities, Asset Managment, VBA, Microsoft SQL Server, Project Management, Portfolio Performance..., ETFs, Asset Management, Analytics, Alternative Investments
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Finance
Katie Rash's Aberdeen Asset Management Experience June 2013 - February 2015
Job
Industry Financial Services
Experience
Toews Corporation February 2015 - Present
Aberdeen Asset Management June 2013 - February 2015
Aberdeen Asset Management May 2012 - June 2013
Vanguard November 2010 - January 2012
Generations Financial Advisors January 2009 - May 2009
Skills
Asset Allocation, Investments, Fixed Income, Bloomberg, Customer Service, Microsoft Office, Mutual Funds, Data Analysis, Asset Management, Wealth Management, Marketing Strategy, Fund Of Funds, Business Strategy, Financial Analysis, Digital Strategy, Morningstar Direct, Salesforce.com, Salesforce.com...
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance; Minor, Accounting
University College Dublin 2009 — 2009
Study Abroad Student, International Finance, International Business
Toews Corporation February 2015 - Present
Aberdeen Asset Management June 2013 - February 2015
Aberdeen Asset Management May 2012 - June 2013
Vanguard November 2010 - January 2012
Generations Financial Advisors January 2009 - May 2009
Skills
Asset Allocation, Investments, Fixed Income, Bloomberg, Customer Service, Microsoft Office, Mutual Funds, Data Analysis, Asset Management, Wealth Management, Marketing Strategy, Fund Of Funds, Business Strategy, Financial Analysis, Digital Strategy, Morningstar Direct, Salesforce.com, Salesforce.com...
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance; Minor, Accounting
University College Dublin 2009 — 2009
Study Abroad Student, International Finance, International Business
Donna Pulini's Aberdeen Asset Management Experience September 2010 - June 2014
Job Vice President, Investments at National Philanthropic Trust
Industry Investment Management
Experience
National Philanthropic Trust December 2014 - Present
Aberdeen Asset Management September 2010 - June 2014
Global Yatırım Holding October 2008 - September 2010
Global Securities Inc. October 2007 - October 2008
Bloomberg May 2006 - September 2007
Charles Schwab; Schwab Institutional May 2002 - March 2006
Hold Brothers On-line Investment Services, LLC September 2000 - October 2001
Skills
Equities, Investments, Fixed Income, Portfolio Management, Alternative Investments, Emerging Markets, Wealth Management, Private Equity, Hedge Funds, Asset Management, Asset Managment, Asset Allocation, Negotiation, Bloomberg, Training, Investment Strategies, Capital Markets, Series 7, Selling Skills, Investment Management, Venture Capital, Family Office, Investor Relations, Due Diligence, Miller Heiman Sales..., Equity Trading, Investment Advisory, Fund Of Funds, Business Development, Mutual Funds, Trained in Decker..., Pusateri Value Training, Family Offices, Board of Directors, Foundations, Special Needs
Education
Tufts University - The Fletcher School of Law and Diplomacy
GMAP, International Affairs
Long Island University, C.W. Post Campus
BA, Social Sciences
National Philanthropic Trust December 2014 - Present
Aberdeen Asset Management September 2010 - June 2014
Global Yatırım Holding October 2008 - September 2010
Global Securities Inc. October 2007 - October 2008
Bloomberg May 2006 - September 2007
Charles Schwab; Schwab Institutional May 2002 - March 2006
Hold Brothers On-line Investment Services, LLC September 2000 - October 2001
Skills
Equities, Investments, Fixed Income, Portfolio Management, Alternative Investments, Emerging Markets, Wealth Management, Private Equity, Hedge Funds, Asset Management, Asset Managment, Asset Allocation, Negotiation, Bloomberg, Training, Investment Strategies, Capital Markets, Series 7, Selling Skills, Investment Management, Venture Capital, Family Office, Investor Relations, Due Diligence, Miller Heiman Sales..., Equity Trading, Investment Advisory, Fund Of Funds, Business Development, Mutual Funds, Trained in Decker..., Pusateri Value Training, Family Offices, Board of Directors, Foundations, Special Needs
Education
Tufts University - The Fletcher School of Law and Diplomacy
GMAP, International Affairs
Long Island University, C.W. Post Campus
BA, Social Sciences
Neal Rayner, CFA's Aberdeen Asset Management Experience January 2009 - Present
Job Head of Fixed Income Trading US, Portfolio Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management January 2009 - Present
Aberdeen Asset Management December 2005 - Present
Deutsche Asset Management January 2001 - November 2005
Deutsche Asset Management June 1998 - December 2000
Securities Valuation Company June 1994 - May 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Derivatives, Trading, Bonds, Investment Management, Investments, Hedge Funds, Asset Management, Alternative Investments, Equities, Asset Managment, Asset Allocation, Capital Markets, Mutual Funds
Education
McGill University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Aberdeen Asset Management January 2009 - Present
Aberdeen Asset Management December 2005 - Present
Deutsche Asset Management January 2001 - November 2005
Deutsche Asset Management June 1998 - December 2000
Securities Valuation Company June 1994 - May 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Derivatives, Trading, Bonds, Investment Management, Investments, Hedge Funds, Asset Management, Alternative Investments, Equities, Asset Managment, Asset Allocation, Capital Markets, Mutual Funds
Education
McGill University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Joseph Malone's Aberdeen Asset Management Experience November 2007 - July 2008
Job CFO First Eagle Funds at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management July 2008 - Present
Aberdeen Asset Management November 2007 - July 2008
UBS Global Asset Management October 2001 - November 2007
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Due Diligence, Hedge Funds, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 7, Financial Services, Fund Accounting
Education
Pace University 1985 — 1989
Accounting
First Eagle Investment Management July 2008 - Present
Aberdeen Asset Management November 2007 - July 2008
UBS Global Asset Management October 2001 - November 2007
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Due Diligence, Hedge Funds, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 7, Financial Services, Fund Accounting
Education
Pace University 1985 — 1989
Accounting
Emily LaMantia's Aberdeen Asset Management Experience June 2013 - August 2013
Job Intern at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management June 2013 - August 2013
The Sak June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Symphony
Education
Trinity College-Hartford 2010 — 2014
Bachelor's degree, Economics
Aberdeen Asset Management June 2013 - August 2013
The Sak June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Symphony
Education
Trinity College-Hartford 2010 — 2014
Bachelor's degree, Economics
Lynn Chen's Aberdeen Asset Management Experience May 2013 - Present
Job Senior Portfolio Manager, Global Fixed Income, Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2013 - Present
Artio Global Investors September 2009 - May 2013
Julius Baer 2002 - 2009
J.P. Morgan 2000 - 2002
Chase Asset Management 1997 - 2000
Nippon Life Insurance International PLC 1990 - 1997
Skills
Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Institutional..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Equities, ETFs, Investments, Derivatives, Investment Strategies
Education
Peking University
Bachelor's degree
Princeton University
Master's degree
Aberdeen Asset Management May 2013 - Present
Artio Global Investors September 2009 - May 2013
Julius Baer 2002 - 2009
J.P. Morgan 2000 - 2002
Chase Asset Management 1997 - 2000
Nippon Life Insurance International PLC 1990 - 1997
Skills
Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Institutional..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Equities, ETFs, Investments, Derivatives, Investment Strategies
Education
Peking University
Bachelor's degree
Princeton University
Master's degree
Geoffrey Trzepacz's Aberdeen Asset Management Experience August 2005 - Present
Job Head of Investment Operations US at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management August 2005 - Present
Skills
Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Mutual Funds
Education
University of Delaware 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
Salisbury University - Perdue School of Business 1993 — 1997
Bachelor's degree, Accounting
Aberdeen Asset Management August 2005 - Present
Skills
Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Mutual Funds
Education
University of Delaware 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
Salisbury University - Perdue School of Business 1993 — 1997
Bachelor's degree, Accounting
Alexander Harden's Aberdeen Asset Management Experience July 2007 - August 2007
Job Owner at STITCH National, LLC
Industry Investment Banking
Experience
STITCH National, LLC November 2014 - Present
Harlow Partners January 2012 - Present
SIG Equity Partners January 2011 - Present
Bainbridge March 2012 - March 2013
Kleinwort Benson January 2010 - August 2011
Baker Tilly August 2009 - January 2010
Dresdner Kleinwort Wasserstein August 2008 - September 2008
Alliance Trust June 2008 - July 2008
Aberdeen Asset Management July 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Business Strategy, Investment Banking, Strategy, Economics, Venture Capital, Market Research, Business Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Investor, Capital Markets, Capital Raising, Corporate Finance, Portfolio Management
Education
University of Bath 2007 — 2011
Bachelor of Business Administration (BBA), Business
STITCH National, LLC November 2014 - Present
Harlow Partners January 2012 - Present
SIG Equity Partners January 2011 - Present
Bainbridge March 2012 - March 2013
Kleinwort Benson January 2010 - August 2011
Baker Tilly August 2009 - January 2010
Dresdner Kleinwort Wasserstein August 2008 - September 2008
Alliance Trust June 2008 - July 2008
Aberdeen Asset Management July 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Business Strategy, Investment Banking, Strategy, Economics, Venture Capital, Market Research, Business Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Investor, Capital Markets, Capital Raising, Corporate Finance, Portfolio Management
Education
University of Bath 2007 — 2011
Bachelor of Business Administration (BBA), Business
Alexander Harden's Aberdeen Asset Management Experience 2009 - 2010
Job Acquisitions at Bainbridge
Industry Investment Banking
Experience
Bainbridge 2012 - Present
SIG Equity Partners 2011 - 2012
Harlow Property Group 2011 - 2012
Kleinwort Benson 2010 - 2011
Aberdeen Asset Management 2009 - 2010
Baker Tilly June 2009 - December 2009
Education
University of Bath 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
Bainbridge 2012 - Present
SIG Equity Partners 2011 - 2012
Harlow Property Group 2011 - 2012
Kleinwort Benson 2010 - 2011
Aberdeen Asset Management 2009 - 2010
Baker Tilly June 2009 - December 2009
Education
University of Bath 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
Samantha Lowry's Aberdeen Asset Management Experience September 2006 - April 2014
Job Client Liaison at Friess Associates, LLC
Industry Investment Management
Experience
Philadelphia International Advisors April 2014 - June 2015
Aberdeen Asset Management September 2006 - April 2014
Education
Saint Joseph's University
Master of Business Administration (M.B.A.)
Temple University
Bachelor’s Degree, English
Philadelphia International Advisors April 2014 - June 2015
Aberdeen Asset Management September 2006 - April 2014
Education
Saint Joseph's University
Master of Business Administration (M.B.A.)
Temple University
Bachelor’s Degree, English
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group