AEGON Asset Management
Industry: Company
DescriptionSubsidiary: Real Estate Alternatives Portfolio 4 MR, LLC Parent organization: AEGON USA Investment Management, Inc.
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AEGON Asset Management Employees
Employee
Years
Job
Industry
Nicholas Rawluk, CFA Nicholas Rawluk, CFA's AEGON Asset Management Experience January 2006 - July 2008
Job Director, Treasury Risk & Compliance
Industry Financial Services
Experience
Credit Union Central of Manitoba November 2011 - Present
CFA Society Winnipeg July 2014 - Present
Credit Union Central of Manitoba November 2010 - November 2011
Credit Union Central of Manitoba August 2009 - November 2010
Investors Group Financial Services Inc. September 2008 - July 2009
Aegon Asset Management January 2006 - July 2008
State Street August 2005 - January 2006
Investors Group Financial Services Inc. August 2004 - August 2005
Royal Bank of Scotland Group January 2003 - May 2004
Skills
Risk Management, ALCO, ALM, Liquidity Risk, Financial Services, Fixed Income, Interest Rate..., Investments, Best Practices, Process Improvement, Front to Back Office, Internal Controls, Global Custody, Opics, Middle Office, Securities, Asset Management, Derivatives, Finance, Portfolio Management, Financial Risk
Education
University of Manitoba 2000 — 2004
Honours
Credit Union Central of Manitoba November 2011 - Present
CFA Society Winnipeg July 2014 - Present
Credit Union Central of Manitoba November 2010 - November 2011
Credit Union Central of Manitoba August 2009 - November 2010
Investors Group Financial Services Inc. September 2008 - July 2009
Aegon Asset Management January 2006 - July 2008
State Street August 2005 - January 2006
Investors Group Financial Services Inc. August 2004 - August 2005
Royal Bank of Scotland Group January 2003 - May 2004
Skills
Risk Management, ALCO, ALM, Liquidity Risk, Financial Services, Fixed Income, Interest Rate..., Investments, Best Practices, Process Improvement, Front to Back Office, Internal Controls, Global Custody, Opics, Middle Office, Securities, Asset Management, Derivatives, Finance, Portfolio Management, Financial Risk
Education
University of Manitoba 2000 — 2004
Honours
Eric Bohnenkamp's AEGON Asset Management Experience January 2012 - August 2012
Job Analyst at FBL Financial Group
Industry Real Estate
Experience
Hubbell Realty Company September 2015 - Present
FBL Financial Group April 2014 - September 2015
Cohen Financial May 2013 - April 2014
RERC - Real Estate Research Corporation August 2012 - May 2013
Aegon Asset Management January 2012 - August 2012
University of Northern Iowa January 2011 - December 2011
Skills
Portfolio Management, Valuation, Cash Flow, Commercial Mortgages, Argus Modeling
Education
University of Northern Iowa 2008 — 2013
Bachelor's degree, Finance and Real Estate
Remsen St. Mary's High School 2004 — 2008
Hubbell Realty Company September 2015 - Present
FBL Financial Group April 2014 - September 2015
Cohen Financial May 2013 - April 2014
RERC - Real Estate Research Corporation August 2012 - May 2013
Aegon Asset Management January 2012 - August 2012
University of Northern Iowa January 2011 - December 2011
Skills
Portfolio Management, Valuation, Cash Flow, Commercial Mortgages, Argus Modeling
Education
University of Northern Iowa 2008 — 2013
Bachelor's degree, Finance and Real Estate
Remsen St. Mary's High School 2004 — 2008
Alex Lippitt, CFA Alex Lippitt, CFA's AEGON Asset Management Experience August 2013 - Present
Job Derivatives Trader at Aegon Asset Management
Industry Investment Management
Experience
Aegon Asset Management August 2013 - Present
Allstate Investments July 2008 - March 2013
Morningstar June 2007 - August 2007
Skills
Risk Management, Portfolio Management, Interest Rate..., VBA, Bloomberg Terminal, Equity Derivatives, Excel, FX Derivatives, Performance Measurement, Statistical Modeling, Derivative Structuring
Education
Colorado College 2004 — 2008
B.A., Economics, Minor - Natural Resource Systems of the American West
Aegon Asset Management August 2013 - Present
Allstate Investments July 2008 - March 2013
Morningstar June 2007 - August 2007
Skills
Risk Management, Portfolio Management, Interest Rate..., VBA, Bloomberg Terminal, Equity Derivatives, Excel, FX Derivatives, Performance Measurement, Statistical Modeling, Derivative Structuring
Education
Colorado College 2004 — 2008
B.A., Economics, Minor - Natural Resource Systems of the American West
Amy Serfoss's AEGON Asset Management Experience August 2013 - August 2014
Job Controller at Infinity Contact
Industry Marketing and Advertising
Experience
Infinity Contact August 2014 - Present
AEGON Asset Management August 2013 - August 2014
Infinity Contact October 2011 - August 2013
Infinity Contact April 2004 - October 2011
Skills
Managerial Finance, Revenue Recognition, Accounts Receivable, QuickBooks, Leadership, Finance, Accounting, Business Strategy, General Ledger, Financial Reporting, GAAP, Financial Statements, Cash Flow, Account Reconciliation, Accounts Payable, Process Improvement, Budgets, Payroll, Financial Analysis, Financial Accounting, Financial Modeling, Variance Analysis, Corporate Finance
Education
Mount Mercy College
BBA, Accounting and Finance
Infinity Contact August 2014 - Present
AEGON Asset Management August 2013 - August 2014
Infinity Contact October 2011 - August 2013
Infinity Contact April 2004 - October 2011
Skills
Managerial Finance, Revenue Recognition, Accounts Receivable, QuickBooks, Leadership, Finance, Accounting, Business Strategy, General Ledger, Financial Reporting, GAAP, Financial Statements, Cash Flow, Account Reconciliation, Accounts Payable, Process Improvement, Budgets, Payroll, Financial Analysis, Financial Accounting, Financial Modeling, Variance Analysis, Corporate Finance
Education
Mount Mercy College
BBA, Accounting and Finance
Nick Brennan's AEGON Asset Management Experience May 2013 - May 2014
Job Sales at Stout, Krug, Krug, Ryan and Associates
Industry Financial Services
Experience
Stout, Krug, Krug, Ryan and Associates January 2015 - Present
GE Antares Capital - Leveraged Finance May 2014 - August 2014
AEGON Asset Management May 2013 - May 2014
Weiman Products, LLC April 2008 - January 2014
Stonewall Orchard Golf Course October 2008 - September 2012
Skills
Customer Service, Investments, Leadership, Market Analysis, PowerPoint, Sales, Marketing, Finance, Microsoft Excel, Management, Luxury Goods, Event Planning, Microsoft Word, Social Media
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Finance
Tippie College of Business
Degree, Finance
Grayslake Central High School
Diploma
Stout, Krug, Krug, Ryan and Associates January 2015 - Present
GE Antares Capital - Leveraged Finance May 2014 - August 2014
AEGON Asset Management May 2013 - May 2014
Weiman Products, LLC April 2008 - January 2014
Stonewall Orchard Golf Course October 2008 - September 2012
Skills
Customer Service, Investments, Leadership, Market Analysis, PowerPoint, Sales, Marketing, Finance, Microsoft Excel, Management, Luxury Goods, Event Planning, Microsoft Word, Social Media
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Finance
Tippie College of Business
Degree, Finance
Grayslake Central High School
Diploma
Nick Schoeberl Nick Schoeberl's AEGON Asset Management Experience December 2014 - Present
Job Derivatives Analyst at AEGON Asset Management
Industry Financial Services
Experience
AEGON Asset Management December 2014 - Present
Iowa Electronic Markets May 2014 - December 2014
University of Iowa Hygienic Laboratory May 2014 - December 2014
Merritt Research Service LLC January 2014 - May 2014
Loram Maintenance of Way, Inc. May 2013 - August 2013
Skills
Teamwork, Process Improvement, Microsoft Office, Microsoft Excel, Analytics, Investments, Research, Time Management, Public Speaking, Leadership, Organization, Customer Service, Microsoft Word, PowerPoint, Social Media, Data Analysis, Communication
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Iowa 2010 — 2014
Bachelor of Arts (B.A.), Mathematics & Optimal Business Decision Making
AEGON Asset Management December 2014 - Present
Iowa Electronic Markets May 2014 - December 2014
University of Iowa Hygienic Laboratory May 2014 - December 2014
Merritt Research Service LLC January 2014 - May 2014
Loram Maintenance of Way, Inc. May 2013 - August 2013
Skills
Teamwork, Process Improvement, Microsoft Office, Microsoft Excel, Analytics, Investments, Research, Time Management, Public Speaking, Leadership, Organization, Customer Service, Microsoft Word, PowerPoint, Social Media, Data Analysis, Communication
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Iowa 2010 — 2014
Bachelor of Arts (B.A.), Mathematics & Optimal Business Decision Making
Daniel (Dianjun) Yu Daniel (Dianjun) Yu's AEGON Asset Management Experience May 2014 - May 2015
Job MBA student looking for fulltime opportunities
Industry Financial Services
Experience
AEGON Asset Management May 2014 - May 2015
Bank of China October 2010 - July 2013
Bank of China April 2010 - October 2010
Magna International May 2009 - August 2009
Skills
Mutual Funds, Valuation, Finance, Securities, Financial Advisory, Asset Allocation, Wealth Management..., Corporate Finance, Investment Advisory, Financial Markets, Bonds, Financial Services, Analysis, Fixed Income, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Shanghai University of International Business and Economics 2006 — 2010
Bachelor of Laws (LLB), Administrative Management
AEGON Asset Management May 2014 - May 2015
Bank of China October 2010 - July 2013
Bank of China April 2010 - October 2010
Magna International May 2009 - August 2009
Skills
Mutual Funds, Valuation, Finance, Securities, Financial Advisory, Asset Allocation, Wealth Management..., Corporate Finance, Investment Advisory, Financial Markets, Bonds, Financial Services, Analysis, Fixed Income, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Shanghai University of International Business and Economics 2006 — 2010
Bachelor of Laws (LLB), Administrative Management
Michael Stines Michael Stines's AEGON Asset Management Experience April 2002 - August 2012
Job Buyer Specialist, Licensed Agent
Industry Real Estate
Experience
Self-employed August 2012 - Present
AEGON Asset Management April 2002 - August 2012
Skills
Real Estate, Negotiation, Real Estate Transactions, Investments, Investment Properties
Education
University of Northern Iowa 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wilton High School 1993 — 1997
Self-employed August 2012 - Present
AEGON Asset Management April 2002 - August 2012
Skills
Real Estate, Negotiation, Real Estate Transactions, Investments, Investment Properties
Education
University of Northern Iowa 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wilton High School 1993 — 1997
Eric Henderson Eric Henderson's AEGON Asset Management Experience January 2009 - May 2011
Job VP Enterprise Risk Management at Athene USA
Industry Insurance
Experience
Athene USA January 2015 - Present
Athene USA October 2013 - December 2014
Aviva USA January 2012 - September 2013
Aviva USA May 2011 - January 2012
AEGON Asset Management January 2009 - May 2011
Lennox Re February 2008 - October 2008
Allianz Life January 2005 - January 2008
Allianz Life June 2000 - December 2004
Mercer Human Resource Consulting March 1998 - June 2000
The Boston Consulting Group September 1996 - May 1997
Skills
Annuities, Capital Management, Fixed Annuities, Hedging, Risk Management, Variable Annuities, Actuarial Science, ALM, Valuation, Financial Modeling, Life Insurance, Investments, Financial Risk, Reinsurance, Derivatives, Embedded Value, Financial Services, Risk Analysis, Economic Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1996
M.S., Operations Research
Luther College 1990 — 1994
BA, Physics, Mathematics
Athene USA January 2015 - Present
Athene USA October 2013 - December 2014
Aviva USA January 2012 - September 2013
Aviva USA May 2011 - January 2012
AEGON Asset Management January 2009 - May 2011
Lennox Re February 2008 - October 2008
Allianz Life January 2005 - January 2008
Allianz Life June 2000 - December 2004
Mercer Human Resource Consulting March 1998 - June 2000
The Boston Consulting Group September 1996 - May 1997
Skills
Annuities, Capital Management, Fixed Annuities, Hedging, Risk Management, Variable Annuities, Actuarial Science, ALM, Valuation, Financial Modeling, Life Insurance, Investments, Financial Risk, Reinsurance, Derivatives, Embedded Value, Financial Services, Risk Analysis, Economic Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1996
M.S., Operations Research
Luther College 1990 — 1994
BA, Physics, Mathematics
Chad Good Chad Good's AEGON Asset Management Experience November 2004 - December 2006
Job Sr. SQL Server DBA at AEGON MCTS, MCITP
Industry Financial Services
Experience
AEGON July 2009 - Present
AEGON Investment Management, LLC 2009 - Present
BVS Performance Systems December 2006 - July 2009
AEGON Asset Management November 2004 - December 2006
AEGON Asset Management April 2003 - November 2004
ET Software 1999 - 2002
APAC Customer Services 1997 - 1999
Skills
VB.NET, T-SQL, SQL Server, C#, Database Administration, SSIS, SSAS, Microsoft SQL Server, XML, Data Warehousing, .NET, ASP, Software Development, JavaScript, Integration
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
BBA, Marketing
University of Northern Iowa 1992 — 1994
Mount Mercy University 1990 — 1992
Business Administration
AEGON July 2009 - Present
AEGON Investment Management, LLC 2009 - Present
BVS Performance Systems December 2006 - July 2009
AEGON Asset Management November 2004 - December 2006
AEGON Asset Management April 2003 - November 2004
ET Software 1999 - 2002
APAC Customer Services 1997 - 1999
Skills
VB.NET, T-SQL, SQL Server, C#, Database Administration, SSIS, SSAS, Microsoft SQL Server, XML, Data Warehousing, .NET, ASP, Software Development, JavaScript, Integration
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
BBA, Marketing
University of Northern Iowa 1992 — 1994
Mount Mercy University 1990 — 1992
Business Administration
Ben Sebers Ben Sebers's AEGON Asset Management Experience December 2013 - Present
Job Intermediate Performance Measurement Analyst at Aegon Asset Management
Industry Financial Services
Experience
Aegon Asset Management December 2013 - Present
AEGON Asset Management May 2012 - November 2013
AEGON Asset Management April 2011 - May 2012
Diversified Investment Advisors September 2009 - July 2010
Target June 2008 - August 2008
Cedar Rapids Bank & Trust June 2007 - August 2007
Skills
Six Sigma, Data Analysis, Strategic Planning, Microsoft Excel, Lean Sigma, People Management, Change Management, Visio, Process Improvement, Leadership, Forecasting, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA, Process and Operations Excellence
Cornell College 2005 — 2009
B.A., Economics and Business
Aegon Asset Management December 2013 - Present
AEGON Asset Management May 2012 - November 2013
AEGON Asset Management April 2011 - May 2012
Diversified Investment Advisors September 2009 - July 2010
Target June 2008 - August 2008
Cedar Rapids Bank & Trust June 2007 - August 2007
Skills
Six Sigma, Data Analysis, Strategic Planning, Microsoft Excel, Lean Sigma, People Management, Change Management, Visio, Process Improvement, Leadership, Forecasting, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA, Process and Operations Excellence
Cornell College 2005 — 2009
B.A., Economics and Business
Jeff Whitehead, CFA Jeff Whitehead, CFA's AEGON Asset Management Experience December 2001 - Present
Job Head of Insurance Asset Management
Industry Investment Management
Experience
Aegon Asset Management December 2001 - Present
PIMCO - Specialty Markets 2000 - 2001
Conseco Capital Management 1996 - 2000
Chalke Incorporated May 1991 - February 1994
Reliance Life / United Pacific Life February 1987 - September 1989
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Risk Management, Mutual Funds, ALM, Capital Management, Bonds, Strategic Financial..., Investment Strategies, Investment Management, Insurance, Financial Markets, Capital Markets, Asset Management, Actuarial Science
Education
University of Massachusetts, Amherst 1983 — 1986
BS, Mathematics
Worcester Polytechnic Institute 1982 — 1983
Aegon Asset Management December 2001 - Present
PIMCO - Specialty Markets 2000 - 2001
Conseco Capital Management 1996 - 2000
Chalke Incorporated May 1991 - February 1994
Reliance Life / United Pacific Life February 1987 - September 1989
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Risk Management, Mutual Funds, ALM, Capital Management, Bonds, Strategic Financial..., Investment Strategies, Investment Management, Insurance, Financial Markets, Capital Markets, Asset Management, Actuarial Science
Education
University of Massachusetts, Amherst 1983 — 1986
BS, Mathematics
Worcester Polytechnic Institute 1982 — 1983
Jeremy Wheeler Jeremy Wheeler's AEGON Asset Management Experience August 2015 - Present
Job Staff Attorney (License Pending) at Aegon Asset Management
Industry Law Practice
Experience
Aegon Asset Management August 2015 - Present
Messerli & Kramer November 2013 - June 2015
University of Minnesota Business Law Clinic September 2014 - May 2015
MOJO Minnesota April 2013 - April 2014
Nichols Kaster, PLLP May 2011 - March 2012
Fraternity Purchasing Association October 2009 - November 2011
University of Minnesota - Department of Recreational Sports June 2009 - June 2011
Medica Health Plans October 2010 - May 2011
Sigma Nu Fraternity, Inc. 2009 - 2010
ProSource Technologies, Inc June 2007 - August 2008
Skills
Word, Excel, Access, Problem Solving, PowerPoint, Research, Event Planning, Microsoft Office, Customer Service, Public Speaking, Leadership, Time Management, Data Analysis, Community Outreach, Social Media, Data Entry, Statistics, Spanish, Legal Writing, Editing, Teamwork, Legal Research
Education
University of Minnesota Law School 2012 — 2015
Juris Doctor (J.D.), Business Law
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
University of Minnesota-Twin Cities 2007 — 2011
B.A.
Champlin Park High School 2004 — 2007
Aegon Asset Management August 2015 - Present
Messerli & Kramer November 2013 - June 2015
University of Minnesota Business Law Clinic September 2014 - May 2015
MOJO Minnesota April 2013 - April 2014
Nichols Kaster, PLLP May 2011 - March 2012
Fraternity Purchasing Association October 2009 - November 2011
University of Minnesota - Department of Recreational Sports June 2009 - June 2011
Medica Health Plans October 2010 - May 2011
Sigma Nu Fraternity, Inc. 2009 - 2010
ProSource Technologies, Inc June 2007 - August 2008
Skills
Word, Excel, Access, Problem Solving, PowerPoint, Research, Event Planning, Microsoft Office, Customer Service, Public Speaking, Leadership, Time Management, Data Analysis, Community Outreach, Social Media, Data Entry, Statistics, Spanish, Legal Writing, Editing, Teamwork, Legal Research
Education
University of Minnesota Law School 2012 — 2015
Juris Doctor (J.D.), Business Law
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
University of Minnesota-Twin Cities 2007 — 2011
B.A.
Champlin Park High School 2004 — 2007
Thomas A. Swank, CFA Thomas A. Swank, CFA's AEGON Asset Management Experience July 2014 - February 2015
Job President & CEO at American Enterprise Group
Industry Insurance
Experience
American Enterprise Group April 2015 - Present
Aegon Asset Management July 2014 - February 2015
Transamerica--Individual Savings & Retirement November 2010 - July 2014
Transamerica Capital Management May 2009 - July 2014
Security Benefit Corporation December 2007 - January 2009
Security Benefit Corporation November 2006 - December 2007
Security Benefit Corporation August 2003 - November 2006
Security Benefit Corporation December 2000 - September 2003
Security Benefit Corporation June 1997 - December 2000
Security Benefit Corporation November 1992 - May 1997
Skills
Risk Management, Asset Allocation, Investments, Finance, Asset Management, Mutual Funds, Portfolio Management, Leadership Development, Strategy, Asset Managment, Insurance, Organizational..., Strategic Leadership, Product Management, Financial Modeling, Managerial Finance, Distribution Management, Financial Management
Education
University of Colorado at Denver 1983 — 1986
Master of Business Administration (M.B.A.), Marketing
Miami University 1979 — 1982
BS, Business--Finance
American Enterprise Group April 2015 - Present
Aegon Asset Management July 2014 - February 2015
Transamerica--Individual Savings & Retirement November 2010 - July 2014
Transamerica Capital Management May 2009 - July 2014
Security Benefit Corporation December 2007 - January 2009
Security Benefit Corporation November 2006 - December 2007
Security Benefit Corporation August 2003 - November 2006
Security Benefit Corporation December 2000 - September 2003
Security Benefit Corporation June 1997 - December 2000
Security Benefit Corporation November 1992 - May 1997
Skills
Risk Management, Asset Allocation, Investments, Finance, Asset Management, Mutual Funds, Portfolio Management, Leadership Development, Strategy, Asset Managment, Insurance, Organizational..., Strategic Leadership, Product Management, Financial Modeling, Managerial Finance, Distribution Management, Financial Management
Education
University of Colorado at Denver 1983 — 1986
Master of Business Administration (M.B.A.), Marketing
Miami University 1979 — 1982
BS, Business--Finance
David Saletta CFA, FRM David Saletta CFA, FRM's AEGON Asset Management Experience December 2011 - September 2013
Job Assistant Head of Asset and Liability Management at Transamerica Aegon
Industry Financial Services
Experience
Transamerica - Aegon September 2013 - Present
AEGON Asset Management December 2011 - September 2013
PNC Financial Services Group April 1997 - October 2009
Mellon Financial April 1996 - April 1997
Janney Montgomery Scott August 1993 - April 1996
Skills
Interest Rate..., Financial Risk..., Derivatives, Capital Markets, Hedging, Fixed Income, Bloomberg, Hedge Funds, Bonds, Options, Portfolio Management, Financial Modeling, Credit Risk, Trading, Alternative Investments, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
BBA, Finance
Transamerica - Aegon September 2013 - Present
AEGON Asset Management December 2011 - September 2013
PNC Financial Services Group April 1997 - October 2009
Mellon Financial April 1996 - April 1997
Janney Montgomery Scott August 1993 - April 1996
Skills
Interest Rate..., Financial Risk..., Derivatives, Capital Markets, Hedging, Fixed Income, Bloomberg, Hedge Funds, Bonds, Options, Portfolio Management, Financial Modeling, Credit Risk, Trading, Alternative Investments, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
BBA, Finance
Pam (Weber) Nims Pam (Weber) Nims's AEGON Asset Management Experience March 2014 - Present
Job Data Steward/Lead Investment Analyst at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management March 2014 - Present
AEGON Asset Management April 2012 - March 2014
AEGON Asset Management April 2007 - April 2012
AEGON Asset Management December 2001 - April 2007
Denver Investment Advisors 2000 - 2001
National Futures Association 1998 - 2000
National Futures Association 1995 - 1998
Skills
Financial Modeling, Financial Risk, Financial Analysis, Financial Reporting, Risk Management, Auditing, Mutual Funds, Asset Management, Insurance
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (BBA), Finance
AEGON Asset Management March 2014 - Present
AEGON Asset Management April 2012 - March 2014
AEGON Asset Management April 2007 - April 2012
AEGON Asset Management December 2001 - April 2007
Denver Investment Advisors 2000 - 2001
National Futures Association 1998 - 2000
National Futures Association 1995 - 1998
Skills
Financial Modeling, Financial Risk, Financial Analysis, Financial Reporting, Risk Management, Auditing, Mutual Funds, Asset Management, Insurance
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Evan Kruger's AEGON Asset Management Experience May 2007 - August 2007
Job Product Manager and Student of Innovation and Intraprenuership
Industry Financial Services
Experience
Northern Trust Corporation November 2014 - Present
Northern Trust - Hedge Fund Services April 2013 - October 2014
Bank of America August 2010 - April 2013
ING Funds June 2009 - August 2010
ING Funds February 2008 - August 2009
AEGON Asset Management May 2007 - August 2007
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Reporting, Finance, Corporate Finance, Process Improvement, Forecasting, Accounting, Business Analysis, Financial Analysis, Derivatives, Corporate FP&A, Account Reconciliation, Strategic Financial..., Financial Services, Financial Planning, Marketing Strategy, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 2003 — 2007
BS
Northern Trust Corporation November 2014 - Present
Northern Trust - Hedge Fund Services April 2013 - October 2014
Bank of America August 2010 - April 2013
ING Funds June 2009 - August 2010
ING Funds February 2008 - August 2009
AEGON Asset Management May 2007 - August 2007
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Reporting, Finance, Corporate Finance, Process Improvement, Forecasting, Accounting, Business Analysis, Financial Analysis, Derivatives, Corporate FP&A, Account Reconciliation, Strategic Financial..., Financial Services, Financial Planning, Marketing Strategy, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 2003 — 2007
BS
Natalie Zoumis Natalie Zoumis's AEGON Asset Management Experience January 2014 - January 2015
Job Executive Assistant to CEO at TA Ventures LLC
Industry Venture Capital & Private Equity
Experience
Transamerica Ventures January 2015 - Present
AEGON Asset Management January 2014 - January 2015
Tano Group Architects February 2009 - September 2013
Schreder January 1998 - September 2008
Skills
Microsoft Office, Photoshop, Illustrator, AutoCAD, QuickBooks, Bookkeeping, Access, Russian, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Project Coordination, Goal Oriented, Customer Service, Purchasing, Research, Adobe Acrobat, Sales, German, Team Leadership, Market Research, Leadership, Social Skills, English, Records Management, Marketing, Event Management, Sourcing
Education
New York University
Real Estate Finance and Investment
Clinton Institute 2012 — 2012
Business Certification, Business Administration and Management, General, 4.0
Fashion Institute of Technology 2008 — 2011
Contunuing Education
Ternopil's'kij Deržavnij Pedagogicnij Universitet im. 'V. Hnatjuk' 1993 — 1998
Master of Arts (M.A.), English Language and Literature &German, 4.0
Transamerica Ventures January 2015 - Present
AEGON Asset Management January 2014 - January 2015
Tano Group Architects February 2009 - September 2013
Schreder January 1998 - September 2008
Skills
Microsoft Office, Photoshop, Illustrator, AutoCAD, QuickBooks, Bookkeeping, Access, Russian, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Project Coordination, Goal Oriented, Customer Service, Purchasing, Research, Adobe Acrobat, Sales, German, Team Leadership, Market Research, Leadership, Social Skills, English, Records Management, Marketing, Event Management, Sourcing
Education
New York University
Real Estate Finance and Investment
Clinton Institute 2012 — 2012
Business Certification, Business Administration and Management, General, 4.0
Fashion Institute of Technology 2008 — 2011
Contunuing Education
Ternopil's'kij Deržavnij Pedagogicnij Universitet im. 'V. Hnatjuk' 1993 — 1998
Master of Arts (M.A.), English Language and Literature &German, 4.0
Bekah Rogers, MBA, FLMI Bekah Rogers, MBA, FLMI's AEGON Asset Management Experience May 2008 - Present
Job Project Coordinator at Aegon Asset Management
Industry Financial Services
Experience
AEGON Asset Management May 2008 - Present
Dmin Consulting June 1998 - Present
AEGON June 2004 - May 2008
Many September 1992 - October 2003
Skills
Project Coordination, SharePoint, Relationship Management, Weaving, Fiber Arts, Budgets, Telecommunications, Analysis, Vendor Management, Leadership, Project Management, Change Management, Requirements Analysis
Education
Nova Southeastern University 2006 — 2008
MBA, Business
Cornell College 1988 — 1992
Bachelor's, English
AEGON Asset Management May 2008 - Present
Dmin Consulting June 1998 - Present
AEGON June 2004 - May 2008
Many September 1992 - October 2003
Skills
Project Coordination, SharePoint, Relationship Management, Weaving, Fiber Arts, Budgets, Telecommunications, Analysis, Vendor Management, Leadership, Project Management, Change Management, Requirements Analysis
Education
Nova Southeastern University 2006 — 2008
MBA, Business
Cornell College 1988 — 1992
Bachelor's, English
Allen Yi Allen Yi's AEGON Asset Management Experience June 2015 - Present
Job Intermediate Application Support Analyst
Industry Investment Management
Experience
Aegon Asset Management June 2015 - Present
FDM Group 2015 - Present
English Language Proficiency Services October 2013 - December 2013
Cooperative Federal Credit Union June 2013 - August 2013
Jenkins & Huntington Inc. May 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Customer Service, Research, Unix, SQL, SPSS, Data Analysis, Microsoft Office, R, Matlab, Microsoft Word, AutoCAD, Pro Engineer, Adobe Premiere Pro CC, PowerPoint, Photoshop, Leadership, Social Networking, Analysis
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Aegon Asset Management June 2015 - Present
FDM Group 2015 - Present
English Language Proficiency Services October 2013 - December 2013
Cooperative Federal Credit Union June 2013 - August 2013
Jenkins & Huntington Inc. May 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Customer Service, Research, Unix, SQL, SPSS, Data Analysis, Microsoft Office, R, Matlab, Microsoft Word, AutoCAD, Pro Engineer, Adobe Premiere Pro CC, PowerPoint, Photoshop, Leadership, Social Networking, Analysis
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Stacy Steitz Stacy Steitz's AEGON Asset Management Experience September 2012 - Present
Job Lead Programmer Analyst at AEGON Asset Management
Industry Insurance
Experience
AEGON Asset Management September 2012 - Present
AEGON USA September 1999 - September 2012
Frontier Communications 1995 - 1999
FrontierAST 1994 - 1995
Skills
Requirements Gathering, Process Improvement, Project Management, SDLC, User Acceptance Testing, SharePoint, SQL, VBA, Training, Monarch, Resource Allocation, IT Service Management, Strategic Planning, Expense Management, PAM for Securities, Yardi Property..., KnowledgeLake, BlackRock Aladdin, Customer Relations, Vendor Relationship..., IT Outsourcing
Education
Kaplan University 2011 — 2013
Bachelor of Science (BS), Business Administration
Kirkwood Community College 2006 — 2008
Visual Basic Programming Certification
Kaplan University (Hamilton) 1993 — 1995
Associate's Degree, Business Manangement
AEGON Asset Management September 2012 - Present
AEGON USA September 1999 - September 2012
Frontier Communications 1995 - 1999
FrontierAST 1994 - 1995
Skills
Requirements Gathering, Process Improvement, Project Management, SDLC, User Acceptance Testing, SharePoint, SQL, VBA, Training, Monarch, Resource Allocation, IT Service Management, Strategic Planning, Expense Management, PAM for Securities, Yardi Property..., KnowledgeLake, BlackRock Aladdin, Customer Relations, Vendor Relationship..., IT Outsourcing
Education
Kaplan University 2011 — 2013
Bachelor of Science (BS), Business Administration
Kirkwood Community College 2006 — 2008
Visual Basic Programming Certification
Kaplan University (Hamilton) 1993 — 1995
Associate's Degree, Business Manangement
Josh Ziegler Josh Ziegler's AEGON Asset Management Experience August 2009 - Present
Job Lead Investment Performance Analyst at AEGON Americas
Industry Insurance
Experience
AEGON Asset Management August 2009 - Present
AEGON Asset Management May 2008 - August 2009
Skills
Microsoft Excel, PAM for Securities, Business Objects, BlackRock Aladdin, VBA, PowerPoint, Performance Attribution, Investment Performance, GIPS
Education
Southwestern Oklahoma State University
B.B.A., Finance, General
AEGON Asset Management August 2009 - Present
AEGON Asset Management May 2008 - August 2009
Skills
Microsoft Excel, PAM for Securities, Business Objects, BlackRock Aladdin, VBA, PowerPoint, Performance Attribution, Investment Performance, GIPS
Education
Southwestern Oklahoma State University
B.B.A., Finance, General
Robert de Veer's AEGON Asset Management Experience September 2007 - April 2008
Job Senior Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group September 2013 - Present
AlpInvest Partners Inc. November 2010 - October 2013
AlpInvest Partners N.V. September 2008 - October 2010
De Nederlandsche Bank / Dutch Central Bank May 2008 - July 2008
AEGON Asset Management September 2007 - April 2008
Zanders February 2006 - September 2007
Skills
Portfolio Management, Valuation, Quantitative Finance, Econometrics, Risk Management, Private Equity, Asset Management
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
CAIA Association 2010 — 2010
Chartered Alternative Investment Analyst (CAIA)
Global Association of Risk Professionals (GARP) 2009 — 2009
Financial Risk Manager (FRM)
Tilburg University 2007 — 2008
MSc., Quantitative Finance & Actuarial Sciences
Tilburg University 2007 — 2008
MSc., Investment Analysis
Tilburg University 2004 — 2007
BSc., International Business
Tilburg University 2002 — 2007
BSc., Econometrics & OR
The Carlyle Group September 2013 - Present
AlpInvest Partners Inc. November 2010 - October 2013
AlpInvest Partners N.V. September 2008 - October 2010
De Nederlandsche Bank / Dutch Central Bank May 2008 - July 2008
AEGON Asset Management September 2007 - April 2008
Zanders February 2006 - September 2007
Skills
Portfolio Management, Valuation, Quantitative Finance, Econometrics, Risk Management, Private Equity, Asset Management
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
CAIA Association 2010 — 2010
Chartered Alternative Investment Analyst (CAIA)
Global Association of Risk Professionals (GARP) 2009 — 2009
Financial Risk Manager (FRM)
Tilburg University 2007 — 2008
MSc., Quantitative Finance & Actuarial Sciences
Tilburg University 2007 — 2008
MSc., Investment Analysis
Tilburg University 2004 — 2007
BSc., International Business
Tilburg University 2002 — 2007
BSc., Econometrics & OR
Jeff Schmidt, CFP®'s AEGON Asset Management Experience May 2002 - November 2013
Job Investment Compliance Manager at First State Investments (US)
Industry Financial Services
Experience
First State Investments June 2014 - Present
Logan Lavelle Hunt Insurance & Wealth Management November 2013 - June 2014
AEGON Asset Management May 2002 - November 2013
AEGON 1998 - 2002
AEGON 1992 - 1998
Skills
Investments, Insurance, Valuation, Asset Management, Financial Reporting, Strategic Financial..., Portfolio Management, Forecasting, Process Improvement, Asset Managment, Enterprise Risk..., Credit, Financial Modeling, Risk Management, Financial Analysis, Financial Risk, ALM, Sarbanes-Oxley Act, Accounting, Access, Banking, Economic Capital, Internal Controls
Education
Bellarmine University 1990 — 1995
BS, Accounting
First State Investments June 2014 - Present
Logan Lavelle Hunt Insurance & Wealth Management November 2013 - June 2014
AEGON Asset Management May 2002 - November 2013
AEGON 1998 - 2002
AEGON 1992 - 1998
Skills
Investments, Insurance, Valuation, Asset Management, Financial Reporting, Strategic Financial..., Portfolio Management, Forecasting, Process Improvement, Asset Managment, Enterprise Risk..., Credit, Financial Modeling, Risk Management, Financial Analysis, Financial Risk, ALM, Sarbanes-Oxley Act, Accounting, Access, Banking, Economic Capital, Internal Controls
Education
Bellarmine University 1990 — 1995
BS, Accounting
Reetu Bansal Reetu Bansal's AEGON Asset Management Experience August 2011 - Present
Job Derivative Risk at Aegon Asset Management
Industry Investment Management
Experience
Aegon Asset Management August 2011 - Present
Skills
Derivatives, Bonds, Investments, Hedging, Risk Management, Equity Derivatives, Finance, Business Objects, Dodd-Frank, Credit Derivatives, Murex, FX Derivatives, Bloomberg, PAM for Securities, BlackRock Aladdin, Pyramid, Oz Principle, OTC, Rates, Financial Risk, Portfolio Management, Asset Management, Trading, Asset Allocation, Back Office, Stress Testing, Attribution, Trade Compliance, Fixed Income
Education
Drake University 2005 — 2007
BSBA, Finance and Economics
Aegon Asset Management August 2011 - Present
Skills
Derivatives, Bonds, Investments, Hedging, Risk Management, Equity Derivatives, Finance, Business Objects, Dodd-Frank, Credit Derivatives, Murex, FX Derivatives, Bloomberg, PAM for Securities, BlackRock Aladdin, Pyramid, Oz Principle, OTC, Rates, Financial Risk, Portfolio Management, Asset Management, Trading, Asset Allocation, Back Office, Stress Testing, Attribution, Trade Compliance, Fixed Income
Education
Drake University 2005 — 2007
BSBA, Finance and Economics
Alex Steimel, CFA Alex Steimel, CFA's AEGON Asset Management Experience March 2012 - Present
Job Senior Financial Analyst at AEGON Asset Management
Industry Financial Services
Experience
AEGON Asset Management March 2012 - Present
The HON Company (HNI Corporation) May 2009 - March 2012
Allsteel Incorporated (HNI Corporation) May 2008 - May 2009
Skills
Forecasting, Financial Analysis, Financial Reporting, Derivatives, Budgets, Variance Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
AEGON Asset Management March 2012 - Present
The HON Company (HNI Corporation) May 2009 - March 2012
Allsteel Incorporated (HNI Corporation) May 2008 - May 2009
Skills
Forecasting, Financial Analysis, Financial Reporting, Derivatives, Budgets, Variance Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Finance
Jonah Parker, CFA Jonah Parker, CFA's AEGON Asset Management Experience July 2008 - May 2009
Job Investment Analyst at University of Iowa Foundation
Industry Investment Management
Experience
University of Iowa Foundation September 2012 - Present
ACT September 2011 - September 2012
Transamerica June 2009 - September 2011
AEGON Asset Management July 2008 - May 2009
Skills
Investments, Internal Audit, Auditing, Analysis, Finance, Risk Assessment, Sarbanes-Oxley Act, Derivatives, SOX Compliancy, Due Diligence, Management, Asset Management, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa Foundation September 2012 - Present
ACT September 2011 - September 2012
Transamerica June 2009 - September 2011
AEGON Asset Management July 2008 - May 2009
Skills
Investments, Internal Audit, Auditing, Analysis, Finance, Risk Assessment, Sarbanes-Oxley Act, Derivatives, SOX Compliancy, Due Diligence, Management, Asset Management, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Ambika Nayak Prabhu Ambika Nayak Prabhu's AEGON Asset Management Experience September 2007 - October 2014
Job Sr. Business Analyst/Project Manager at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. November 2014 - Present
AEGON Asset Management September 2007 - October 2014
Wells Fargo Home Mortgage August 2006 - August 2007
Infosys August 2003 - July 2006
Skills
PAM for Securities, Murex, Eagle PACE, Dodd-Frank, Financial Services, Pyramid, Lean Process Improvement, Test Management, Business Process..., Requirements Analysis, Cross-functional Team..., Requirements Gathering, SDLC, Business Requirements, User Acceptance Testing, Business Analysis, Process Improvement, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration (MBA)
V.J.T.I, University of Mumbai 1999 — 2003
Bachelor of Engineering (B.E.)
St Pauls Convent
Invesco Ltd. November 2014 - Present
AEGON Asset Management September 2007 - October 2014
Wells Fargo Home Mortgage August 2006 - August 2007
Infosys August 2003 - July 2006
Skills
PAM for Securities, Murex, Eagle PACE, Dodd-Frank, Financial Services, Pyramid, Lean Process Improvement, Test Management, Business Process..., Requirements Analysis, Cross-functional Team..., Requirements Gathering, SDLC, Business Requirements, User Acceptance Testing, Business Analysis, Process Improvement, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration (MBA)
V.J.T.I, University of Mumbai 1999 — 2003
Bachelor of Engineering (B.E.)
St Pauls Convent
Manika Bansal's AEGON Asset Management Experience September 2013 - April 2014
Job Senior Associate, Global Liquidity Management, Corporate Treasury
Industry Financial Services
Experience
AEGON Asset Management September 2013 - April 2014
Zivanta Analytics May 2013 - August 2013
AEGON Asset Management December 2012 - May 2013
The University of Iowa Health Care May 2012 - August 2012
Deutsche Bank May 2010 - June 2011
Royal Bank of Scotland Group July 2007 - May 2010
Tavant Technologies June 2004 - July 2007
Skills
Derivatives, Investment Banking, Financial Modeling, Financial Markets, Trading Systems, Trading, Interest Rate..., Portfolio Management, Leadership, Credit Risk, Financial Risk, Mutual Funds, Securities, Risk Management, Financial Services, Banking, Relationship Management, Strategy, Business Analysis, Finance, Fixed Income, Analytics, Financial Analysis, Investments
Education
University of Iowa 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Delhi 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
AEGON Asset Management September 2013 - April 2014
Zivanta Analytics May 2013 - August 2013
AEGON Asset Management December 2012 - May 2013
The University of Iowa Health Care May 2012 - August 2012
Deutsche Bank May 2010 - June 2011
Royal Bank of Scotland Group July 2007 - May 2010
Tavant Technologies June 2004 - July 2007
Skills
Derivatives, Investment Banking, Financial Modeling, Financial Markets, Trading Systems, Trading, Interest Rate..., Portfolio Management, Leadership, Credit Risk, Financial Risk, Mutual Funds, Securities, Risk Management, Financial Services, Banking, Relationship Management, Strategy, Business Analysis, Finance, Fixed Income, Analytics, Financial Analysis, Investments
Education
University of Iowa 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Delhi 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
James Rich's AEGON Asset Management Experience August 2008 - Present
Job Head of Restructuring and Portfolio Manager at Aegon Asset Management
Industry Investment Management
Experience
Aegon Asset Management August 2008 - Present
D. E. Shaw & Co. June 2007 - August 2007
Madison Dearborn Partners July 2004 - July 2006
Morgan Stanley July 2001 - June 2004
Skills
Alternative Investments, Distressed Debt, Credit Opportunities, Bankruptcy, Emerging Markets, Sovereign Debt, High Yield Bonds, Leveraged Loans, Portfolio Management, Fixed Income Portfolio..., Hedge Funds, Private Equity, LBO, Valuation, Equities, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Investments, Capital Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
Brown University 1997 — 2001
Sc. B., Applied Math, Economics
Aegon Asset Management August 2008 - Present
D. E. Shaw & Co. June 2007 - August 2007
Madison Dearborn Partners July 2004 - July 2006
Morgan Stanley July 2001 - June 2004
Skills
Alternative Investments, Distressed Debt, Credit Opportunities, Bankruptcy, Emerging Markets, Sovereign Debt, High Yield Bonds, Leveraged Loans, Portfolio Management, Fixed Income Portfolio..., Hedge Funds, Private Equity, LBO, Valuation, Equities, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Investments, Capital Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
Brown University 1997 — 2001
Sc. B., Applied Math, Economics
Mike Blandford's AEGON Asset Management Experience July 2014 - Present
Job Global Head of Program Management Office at Aegon Asset Management
Industry Information Technology and Services
Experience
Aegon Asset Management July 2014 - Present
AEGON Asset Management January 2013 - July 2014
Transamerica November 2010 - January 2013
Transamerica February 2010 - November 2010
BrightStar Partners November 2007 - February 2010
PepsiAmericas March 2006 - November 2007
PepsiAmericas July 2005 - March 2006
Skills
Cognos, Business Analysis, Business Intelligence, Data Warehousing, Integration, SQL, ETL, Databases, SharePoint, Business Process..., Disaster Recovery, Enterprise Architecture, Software Development, Visio, Management, Leadership, Requirements Gathering, SDLC
Education
University of Iowa 1993 — 1997
Aegon Asset Management July 2014 - Present
AEGON Asset Management January 2013 - July 2014
Transamerica November 2010 - January 2013
Transamerica February 2010 - November 2010
BrightStar Partners November 2007 - February 2010
PepsiAmericas March 2006 - November 2007
PepsiAmericas July 2005 - March 2006
Skills
Cognos, Business Analysis, Business Intelligence, Data Warehousing, Integration, SQL, ETL, Databases, SharePoint, Business Process..., Disaster Recovery, Enterprise Architecture, Software Development, Visio, Management, Leadership, Requirements Gathering, SDLC
Education
University of Iowa 1993 — 1997
Brian Hume's AEGON Asset Management Experience 2012 - 2015
Job IT Team Leader / Senior Project Manager
Industry Investment Management
Experience
Aegon Asset Management 2012 - 2015
Aegon Asset Management 2005 - 2012
Aegon Asset Management 2001 - 2005
Skills
Project Management, Software Project..., Integration, Business Analysis, Requirements Analysis, Process Improvement, SDLC, Resource Management, Financial Analysis
Education
Southeast Community College-Milford
Associate of Arts and Sciences (A.A.S.), Computer Programming
Aegon Asset Management 2012 - 2015
Aegon Asset Management 2005 - 2012
Aegon Asset Management 2001 - 2005
Skills
Project Management, Software Project..., Integration, Business Analysis, Requirements Analysis, Process Improvement, SDLC, Resource Management, Financial Analysis
Education
Southeast Community College-Milford
Associate of Arts and Sciences (A.A.S.), Computer Programming
Jeanne Forbes's AEGON Asset Management Experience July 2007 - February 2011
Job Lead HR Generalist at Transamerica Life Insurance Company
Industry Human Resources
Experience
Transamerica Life Insurance Company April 2014 - Present
Van Meter Industrial April 2013 - April 2014
Edward Jones February 2011 - February 2013
Eastern Iowa Human Resources Association 2011 - 2012
AEGON Asset Management July 2007 - February 2011
Edward Jones September 2006 - July 2007
Edward Jones March 2004 - September 2006
Skills
Employee Engagement, Performance Management, Succession Planning, Needs Analysis, Strategic Planning, Onboarding, Employee Benefits
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Transamerica Life Insurance Company April 2014 - Present
Van Meter Industrial April 2013 - April 2014
Edward Jones February 2011 - February 2013
Eastern Iowa Human Resources Association 2011 - 2012
AEGON Asset Management July 2007 - February 2011
Edward Jones September 2006 - July 2007
Edward Jones March 2004 - September 2006
Skills
Employee Engagement, Performance Management, Succession Planning, Needs Analysis, Strategic Planning, Onboarding, Employee Benefits
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Ron Rohrssen's AEGON Asset Management Experience 2005 - May 2012
Job Experienced Visionary and Consultant
Industry Information Technology and Services
Experience
New Covenant Bible Church April 2011 - Present
New Covenant Bible Church September 2009 - Present
AEGON December 2005 - May 2012
AEGON Asset Management 2005 - May 2012
Technisource June 1987 - December 2005
Inlet Publishing June 1996 - June 1997
Gagnon & Associates May 1993 - June 1996
Parsons Technology October 1990 - April 1993
Skills
Object Oriented Design, Windows, Information Technology, Project Management, Program Management, Team Building, SQL, Enterprise Architecture, IT Strategy
Education
Clarke College 1985 — 1987
BA, Computer Science
Cornell College 1983 — 1985
BS, Computer Science
New Covenant Bible Church April 2011 - Present
New Covenant Bible Church September 2009 - Present
AEGON December 2005 - May 2012
AEGON Asset Management 2005 - May 2012
Technisource June 1987 - December 2005
Inlet Publishing June 1996 - June 1997
Gagnon & Associates May 1993 - June 1996
Parsons Technology October 1990 - April 1993
Skills
Object Oriented Design, Windows, Information Technology, Project Management, Program Management, Team Building, SQL, Enterprise Architecture, IT Strategy
Education
Clarke College 1985 — 1987
BA, Computer Science
Cornell College 1983 — 1985
BS, Computer Science
Jon Guckenberger's AEGON Asset Management Experience December 1995 - May 2006
Job President at TigerHawk Holdings Inc.
Industry Financial Services
Experience
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
Christopher Kapler, MAI's AEGON Asset Management Experience 1998 - 1999
Job Vice President at CBRE, Valuation and Advisory Services
Industry Real Estate
Experience
CBRE, Valuation and Advisory Services November 2012 - Present
CB Richard Ellis 2003 - November 2012
Iowa Appraisal & Research 1999 - 2003
AEGON Asset Management 1998 - 1999
Skills
Real Estate, Appraisals, Appraisal, Shopping Centers, Corporate Real Estate, Leases, Commercial Real Estate, Analysis, Location Intelligence, Investments, Office Buildings, Property, Real Estate Transactions, Real Estate Economics, Real Estate Development, Disposition, Asset Management, Property Management, Investment Properties, REO
Education
University of Northern Iowa 1995 — 1999
BA, Finance w Real Estate Emphasis
CBRE, Valuation and Advisory Services November 2012 - Present
CB Richard Ellis 2003 - November 2012
Iowa Appraisal & Research 1999 - 2003
AEGON Asset Management 1998 - 1999
Skills
Real Estate, Appraisals, Appraisal, Shopping Centers, Corporate Real Estate, Leases, Commercial Real Estate, Analysis, Location Intelligence, Investments, Office Buildings, Property, Real Estate Transactions, Real Estate Economics, Real Estate Development, Disposition, Asset Management, Property Management, Investment Properties, REO
Education
University of Northern Iowa 1995 — 1999
BA, Finance w Real Estate Emphasis
Sivakumar N Rajan's AEGON Asset Management Experience August 2014 - Present
Job Senior Quant/ Portfolio Manager
Industry Capital Markets
Experience
The University of Iowa 2015 - Present
Aegon Asset Management August 2014 - Present
Skills
Risk Management, Financial Modeling, VBA, Market Risk, Quantitative Analytics, Bloomberg, Portfolio Management, SAS, Statistical Modeling, Quantitative Finance, SAS programming, Financial Markets, Time Series Analysis, Monte Carlo Simulation, Statistics, Economics, Crystal Ball
Education
University of Illinois at Chicago
MS
University of Illinois at Chicago
MA
University of Madras
BE
The University of Iowa 2015 - Present
Aegon Asset Management August 2014 - Present
Skills
Risk Management, Financial Modeling, VBA, Market Risk, Quantitative Analytics, Bloomberg, Portfolio Management, SAS, Statistical Modeling, Quantitative Finance, SAS programming, Financial Markets, Time Series Analysis, Monte Carlo Simulation, Statistics, Economics, Crystal Ball
Education
University of Illinois at Chicago
MS
University of Illinois at Chicago
MA
University of Madras
BE
Christopher Yen's AEGON Asset Management Experience May 2005 - August 2007
Job Director of Brokerage Services at American Brokerage Network
Industry Financial Services
Experience
American Brokerage Network August 2011 - Present
SGC Financial July 2010 - June 2011
Blackhawk Wealth Solutions March 2008 - May 2010
AEGON Asset Management May 2005 - August 2007
Skills
Financial Advisory, Life Insurance, Long-term Care, Strategic Financial..., Underwriting, Term Life Insurance, Finance, Retirement Planning, Employee Benefits, Brokers, Business Development, Small Business, Leadership
Education
University of California, Berkeley
American Brokerage Network August 2011 - Present
SGC Financial July 2010 - June 2011
Blackhawk Wealth Solutions March 2008 - May 2010
AEGON Asset Management May 2005 - August 2007
Skills
Financial Advisory, Life Insurance, Long-term Care, Strategic Financial..., Underwriting, Term Life Insurance, Finance, Retirement Planning, Employee Benefits, Brokers, Business Development, Small Business, Leadership
Education
University of California, Berkeley
William Niemasz's AEGON Asset Management Experience 2000 - 2006
Job Vice President at Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation June 2014 - Present
Investment Operations Consultant March 2011 - June 2014
o3 Technology Solutions January 2010 - April 2011
o3 Technology Solutions 2006 - January 2010
AEGON Asset Management 2000 - 2006
ABN AMRO 1992 - 1999
American Hospital Association 1972 - 1992
Skills
Business Analysis, Derivatives, Securities, Trading Systems, Risk Management, FX Options, Financial Markets, Capital Markets, Portfolio Management, Banking, Equities
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Northern Trust Corporation June 2014 - Present
Investment Operations Consultant March 2011 - June 2014
o3 Technology Solutions January 2010 - April 2011
o3 Technology Solutions 2006 - January 2010
AEGON Asset Management 2000 - 2006
ABN AMRO 1992 - 1999
American Hospital Association 1972 - 1992
Skills
Business Analysis, Derivatives, Securities, Trading Systems, Risk Management, FX Options, Financial Markets, Capital Markets, Portfolio Management, Banking, Equities
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Jeroen Decuypere's AEGON Asset Management Experience April 2009 - March 2010
Job Financial Engineer at AEGON N.V.
Industry Financial Services
Experience
AEGON Group March 2012 - Present
AEGON Nederland March 2010 - March 2012
AEGON Asset Management April 2009 - March 2010
Delta Lloyd Groep November 2006 - March 2009
Skills
Quantitative Finance, C++, Visual Studio, Financial Modeling, Stochastic Processes, Valuation, QuantLib, VBA, Hedging, Derivatives, LaTeX, Financial Risk, Solvency II, Economic Capital
Education
Global Association of Risk Professionals (GARP) 2009 — 2009
FRM, Financial Risk Manager
University of Leuven 2002 — 2006
Msc, Pure Mathematics
Vrije Middelbare School Roeselare 1996 — 2002
AEGON Group March 2012 - Present
AEGON Nederland March 2010 - March 2012
AEGON Asset Management April 2009 - March 2010
Delta Lloyd Groep November 2006 - March 2009
Skills
Quantitative Finance, C++, Visual Studio, Financial Modeling, Stochastic Processes, Valuation, QuantLib, VBA, Hedging, Derivatives, LaTeX, Financial Risk, Solvency II, Economic Capital
Education
Global Association of Risk Professionals (GARP) 2009 — 2009
FRM, Financial Risk Manager
University of Leuven 2002 — 2006
Msc, Pure Mathematics
Vrije Middelbare School Roeselare 1996 — 2002
Anjna Kumar's AEGON Asset Management Experience June 1993 - February 1996
Job Channel & Data Insights Business Intelligence at Lincoln Financial Group
Industry Financial Services
Experience
Merrill Lynch Channel & Data Insights -Business IntelligenceLincoln Financial GroupNovember 2012 - Present
Chapin School 2012 - 2014
Merrill Lynch March 1996 - November 2012
AEGON Asset Management June 1993 - February 1996
Education
Loyola University Maryland 1989 — 1993
Merrill Lynch Channel & Data Insights -Business IntelligenceLincoln Financial GroupNovember 2012 - Present
Chapin School 2012 - 2014
Merrill Lynch March 1996 - November 2012
AEGON Asset Management June 1993 - February 1996
Education
Loyola University Maryland 1989 — 1993
Tony Roetlin's AEGON Asset Management Experience April 2007 - December 2012
Job Director of Finance at City of Coralville, Iowa
Industry Government Administration
Experience
City of Coralville, Iowa December 2012 - Present
AEGON Asset Management April 2007 - December 2012
Springsted Incorporated 1999 - 2006
William Blair & Company 1997 - 1999
First Chicago Capital Markets, Inc. 1994 - 1997
Skills
Asset Managment, Financial Analysis, Options, Fixed Income, Derivatives, Investments, Asset Management, Insurance, Financial Reporting, Internal Controls, Finance, Budgets, Financial Services, Securities, Financial Modeling, Management, Portfolio Management, Mutual Funds, Structured Finance, Financial Structuring
Education
The University of Chicago - Booth School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Finance and Econometrics
The University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, with an emphasis in Accounting
City of Coralville, Iowa December 2012 - Present
AEGON Asset Management April 2007 - December 2012
Springsted Incorporated 1999 - 2006
William Blair & Company 1997 - 1999
First Chicago Capital Markets, Inc. 1994 - 1997
Skills
Asset Managment, Financial Analysis, Options, Fixed Income, Derivatives, Investments, Asset Management, Insurance, Financial Reporting, Internal Controls, Finance, Budgets, Financial Services, Securities, Financial Modeling, Management, Portfolio Management, Mutual Funds, Structured Finance, Financial Structuring
Education
The University of Chicago - Booth School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Finance and Econometrics
The University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, with an emphasis in Accounting
Sean Beier's AEGON Asset Management Experience September 1997 - April 2011
Job Tax Accounting Specialist at GE Capital
Industry Accounting
Experience
GE Capital January 2014 - Present
TEKsystems January 2013 - December 2013
AEGON Asset Management September 1997 - April 2011
Valleyfair Family Amusement Park May 1997 - August 1997
Skills
Financial Reporting, Accounting, Auditing, Access, Financial Statements, Financial Analysis, Process Improvement, Portfolio Management, Finance, Tax Credits, MySQL, Databases, Oracle SQL, Partnership Accounting, SOX Compliancy, Leadership, Investments, Microsoft Office, Account Reconciliation, Management, Basketball, Basketball Coaching, Basketball Skill...
Education
Upper Iowa University 2011 — 2013
Bachelor of Science (BS), Management Information Systems, 3.72 GPA, Cum Laude
University of Northern Iowa 1995 — 1997
Bachelor of Arts (BA), Accounting
University of Iowa 1992 — 1995
Gen Ed/Business
GE Capital January 2014 - Present
TEKsystems January 2013 - December 2013
AEGON Asset Management September 1997 - April 2011
Valleyfair Family Amusement Park May 1997 - August 1997
Skills
Financial Reporting, Accounting, Auditing, Access, Financial Statements, Financial Analysis, Process Improvement, Portfolio Management, Finance, Tax Credits, MySQL, Databases, Oracle SQL, Partnership Accounting, SOX Compliancy, Leadership, Investments, Microsoft Office, Account Reconciliation, Management, Basketball, Basketball Coaching, Basketball Skill...
Education
Upper Iowa University 2011 — 2013
Bachelor of Science (BS), Management Information Systems, 3.72 GPA, Cum Laude
University of Northern Iowa 1995 — 1997
Bachelor of Arts (BA), Accounting
University of Iowa 1992 — 1995
Gen Ed/Business
Frank Minchella's AEGON Asset Management Experience Real Estate Portfolio ManagerAEGON USA Realty Advisors1993 - Present
Job Real Estate Portfolio Manager at AEGON Asset Management
Industry Real Estate
Experience
AEGON Asset Management Real Estate Portfolio ManagerAEGON USA Realty Advisors1993 - Present
Skills
Real Estate, Disposition, Commercial Real Estate, Real Estate Transactions
Education
Rutgers University-New Brunswick 1975 — 1977
Masters, City and Regional Planning
AEGON Asset Management Real Estate Portfolio ManagerAEGON USA Realty Advisors1993 - Present
Skills
Real Estate, Disposition, Commercial Real Estate, Real Estate Transactions
Education
Rutgers University-New Brunswick 1975 — 1977
Masters, City and Regional Planning
Yana Adamichina's AEGON Asset Management Experience March 2010 - November 2013
Job Business Professional
Industry Financial Services
Experience
AEGON Asset Management March 2010 - November 2013
Allsteel Inc. March 2002 - March 2010
MBA Enterprise Corps October 1996 - August 2000
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2002
MBA, Marketing and Finance
AEGON Asset Management March 2010 - November 2013
Allsteel Inc. March 2002 - March 2010
MBA Enterprise Corps October 1996 - August 2000
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2002
MBA, Marketing and Finance
Frank Rybinski, CFA's AEGON Asset Management Experience January 2011 - Present
Job Director of Macro Strategy at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management January 2011 - Present
AEGON Asset Management August 2008 - January 2011
UBS 2003 - 2008
Education
Boston College 1992 — 1996
Economics
AEGON Asset Management January 2011 - Present
AEGON Asset Management August 2008 - January 2011
UBS 2003 - 2008
Education
Boston College 1992 — 1996
Economics
Doug Wilkerson's AEGON Asset Management Experience March 2008 - August 2010
Job Manager Enterprise Messaging Services at Transamerica
Industry Insurance
Experience
Transamerica July 2011 - Present
AEGON August 2010 - November 2011
AEGON Asset Management March 2008 - August 2010
EnCompass August 2000 - March 2008
Entre Information Systems June 1997 - July 2000
Skills
Microsoft Exchange, Powershell, Server Architecture, System Administration, Troubleshooting, SharePoint, Disaster Recovery, Microsoft SQL Server, Process Improvement, Visio, Integration, IT Management, Storage, Virtualization, VMware
Education
Coe College 1994 — 1997
Bachelor's degree, Computer Science and Physics
Coe College 1993 — 1997
BA, Computer Science, Physics
Transamerica July 2011 - Present
AEGON August 2010 - November 2011
AEGON Asset Management March 2008 - August 2010
EnCompass August 2000 - March 2008
Entre Information Systems June 1997 - July 2000
Skills
Microsoft Exchange, Powershell, Server Architecture, System Administration, Troubleshooting, SharePoint, Disaster Recovery, Microsoft SQL Server, Process Improvement, Visio, Integration, IT Management, Storage, Virtualization, VMware
Education
Coe College 1994 — 1997
Bachelor's degree, Computer Science and Physics
Coe College 1993 — 1997
BA, Computer Science, Physics
Andrew Scriven, CFA's AEGON Asset Management Experience September 2009 - April 2011
Job Director Distressed Debt at Black Diamond Capital Management
Industry Investment Management
Experience
Black Diamond Capital Management April 2013 - Present
Lazard Freres & Co. April 2011 - April 2013
AEGON Asset Management September 2009 - April 2011
Skills
Investment Banking, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Capital Markets, Asset Managment
Education
Duke University School of Law 2006 — 2009
JD, Magna Cum Laude (Honors)
Drake University 2002 — 2006
Finance & Marketing; Insurance
Black Diamond Capital Management April 2013 - Present
Lazard Freres & Co. April 2011 - April 2013
AEGON Asset Management September 2009 - April 2011
Skills
Investment Banking, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Capital Markets, Asset Managment
Education
Duke University School of Law 2006 — 2009
JD, Magna Cum Laude (Honors)
Drake University 2002 — 2006
Finance & Marketing; Insurance
Brian Pecinovsky's AEGON Asset Management Experience February 2005 - August 2014
Job Business Relationship Manager at AEGON Global Technology
Industry Insurance
Experience
AEGON Global Technology August 2014 - Present
AEGON Asset Management February 2005 - August 2014
Skills
ITIL, Insurance, Integration, Resource Management, Process Improvement, Business Process..., Business Analysis, Disaster Recovery, Business Intelligence, Information Security, Software Project..., Troubleshooting, Project Management, VMware ESX, Business Process, Risk Management, Change Management, Virtualization, Business Continuity, Technical Support, Requirements Gathering, SaaS, IT Management, Vendor Management, ERP, Data Center, Active Directory, Incident Management, Management, VMware, Governance, Access, SSIS, IT Strategy, Microsoft SQL Server, IIS, SDLC, Windows Server, MS Project, Servers, Citrix, Security, Software Documentation, Program Management, System Administration, Information Technology, Visio, SharePoint, Requirements Analysis, Enterprise Architecture
Education
Loras College 1990 — 1994
Bachelor's degree, Major: Business Management Minor: Management Information Systems
AEGON Global Technology August 2014 - Present
AEGON Asset Management February 2005 - August 2014
Skills
ITIL, Insurance, Integration, Resource Management, Process Improvement, Business Process..., Business Analysis, Disaster Recovery, Business Intelligence, Information Security, Software Project..., Troubleshooting, Project Management, VMware ESX, Business Process, Risk Management, Change Management, Virtualization, Business Continuity, Technical Support, Requirements Gathering, SaaS, IT Management, Vendor Management, ERP, Data Center, Active Directory, Incident Management, Management, VMware, Governance, Access, SSIS, IT Strategy, Microsoft SQL Server, IIS, SDLC, Windows Server, MS Project, Servers, Citrix, Security, Software Documentation, Program Management, System Administration, Information Technology, Visio, SharePoint, Requirements Analysis, Enterprise Architecture
Education
Loras College 1990 — 1994
Bachelor's degree, Major: Business Management Minor: Management Information Systems
Martin Rosacker, CFA's AEGON Asset Management Experience 1993 - 2004
Job Director, Private Investments at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
Associated Bank October 2013 - Present
US Bank April 2010 - October 2013
AgriBank, FCB 2009 - April 2010
ING Investment Management 2004 - 2009
AEGON Asset Management 1993 - 2004
Skills
Capital Markets, Loans, Investments, Credit, Due Diligence, Portfolio Management, Credit Risk, Financial Analysis, Structured Finance, Valuation, Finance, Credit Analysis
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA, Finance
Thrivent Financial November 2014 - Present
Associated Bank October 2013 - Present
US Bank April 2010 - October 2013
AgriBank, FCB 2009 - April 2010
ING Investment Management 2004 - 2009
AEGON Asset Management 1993 - 2004
Skills
Capital Markets, Loans, Investments, Credit, Due Diligence, Portfolio Management, Credit Risk, Financial Analysis, Structured Finance, Valuation, Finance, Credit Analysis
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA, Finance
Steve Zelaznik's AEGON Asset Management Experience January 2012 - June 2015
Job Software Engineer
Industry Internet
Experience
AEGON Asset Management January 2012 - June 2015
AEGON November 2009 - December 2011
AEGON October 2008 - November 2009
KDNK Radio January 2007 - October 2008
Wisconsin Public Radio October 2003 - January 2007
WORT Radio 2002 - 2006
WBAA Public Radio 1999 - 2002
Skills
Python, jQuery, SQL, HTML, CSS, JavaScript, Ruby on Rails, Ruby, Backbone.js, Actuarial Science, VBA, PostgreSQL, Git, Financial Modeling, Valuation, Analysis, Hedging, Statistics, Embedded Value, Life Insurance, Research, Economic Capital, Microsoft Excel, Insurance, MoSes, Program Management, Reinsurance, Solvency II, NumPy
Education
App Academy 2015 — 2015
University of Wisconsin-Madison 2002 — 2006
B.S., Math, Economics
App Academy
App Academy
AEGON Asset Management January 2012 - June 2015
AEGON November 2009 - December 2011
AEGON October 2008 - November 2009
KDNK Radio January 2007 - October 2008
Wisconsin Public Radio October 2003 - January 2007
WORT Radio 2002 - 2006
WBAA Public Radio 1999 - 2002
Skills
Python, jQuery, SQL, HTML, CSS, JavaScript, Ruby on Rails, Ruby, Backbone.js, Actuarial Science, VBA, PostgreSQL, Git, Financial Modeling, Valuation, Analysis, Hedging, Statistics, Embedded Value, Life Insurance, Research, Economic Capital, Microsoft Excel, Insurance, MoSes, Program Management, Reinsurance, Solvency II, NumPy
Education
App Academy 2015 — 2015
University of Wisconsin-Madison 2002 — 2006
B.S., Math, Economics
App Academy
App Academy
Ji Ma's AEGON Asset Management Experience March 2010 - January 2011
Job Head of VA Risk & Control
Industry Investment Management
Experience
The Hartford December 2010 - Present
AEGON Asset Management March 2010 - January 2011
AEGON USA Investment Management Co., Ltd July 2007 - February 2010
Skills
Derivatives, Relationship Management, Hedging, Portfolio Management, Fixed Income, Market Risk, Financial Risk, Credit Risk, Analysis, Investments
Education
University of Iowa 2005 — 2007
MBA, Finance
The Hartford December 2010 - Present
AEGON Asset Management March 2010 - January 2011
AEGON USA Investment Management Co., Ltd July 2007 - February 2010
Skills
Derivatives, Relationship Management, Hedging, Portfolio Management, Fixed Income, Market Risk, Financial Risk, Credit Risk, Analysis, Investments
Education
University of Iowa 2005 — 2007
MBA, Finance
Anthony Mazzella's AEGON Asset Management Experience December 2008 - Present
Job Head of Client Services at AEGON Asset Management
Industry Financial Services
Experience
AEGON Asset Management December 2008 - Present
Diversified Investment Advisors October 2000 - December 2008
Bank of New York Mellon January 1998 - October 2000
Education
University of Phoenix
AEGON Asset Management December 2008 - Present
Diversified Investment Advisors October 2000 - December 2008
Bank of New York Mellon January 1998 - October 2000
Education
University of Phoenix
Steve Wignall's AEGON Asset Management Experience September 2013 - May 2015
Job IT Infrastructure Analyst at ACT
Industry Insurance
Experience
ACT May 2015 - Present
Aegon Asset Management September 2013 - May 2015
AEGON May 2008 - September 2013
AEGON June 2007 - May 2008
University of Iowa Hospitals and Clinics January 2001 - June 2007
Skills
Disaster Recovery, Windows 7, Visio, SCCM, Testing, Technical Support, System Administration, Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Management, Emphasis in Human Resources
ACT May 2015 - Present
Aegon Asset Management September 2013 - May 2015
AEGON May 2008 - September 2013
AEGON June 2007 - May 2008
University of Iowa Hospitals and Clinics January 2001 - June 2007
Skills
Disaster Recovery, Windows 7, Visio, SCCM, Testing, Technical Support, System Administration, Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Management, Emphasis in Human Resources
Sam Kramer's AEGON Asset Management Experience January 2009 - August 2009
Job Associate Relationship Manager at Cedar Rapids Bank & Trust
Industry Real Estate
Experience
Cedar Rapids Bank & Trust June 2012 - Present
Berthel Fisher & Company Financial Services, Inc. March 2010 - June 2012
AEGON Asset Management January 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Reporting, Due Diligence, Corporate Finance, Risk Management, Accounting, Real Estate, Real Estate Economics, Analysis, Microsoft Office, Alternative Investments, Credit, Customer Service, Series 7
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Cedar Rapids Bank & Trust June 2012 - Present
Berthel Fisher & Company Financial Services, Inc. March 2010 - June 2012
AEGON Asset Management January 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Reporting, Due Diligence, Corporate Finance, Risk Management, Accounting, Real Estate, Real Estate Economics, Analysis, Microsoft Office, Alternative Investments, Credit, Customer Service, Series 7
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Chris Schumacher's AEGON Asset Management Experience October 2011 - Present
Job Lead Financial Systems Accounting Analyst at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management October 2011 - Present
AEGON October 2008 - October 2011
Skills
Business Analysis, Accounting, Insurance, SDLC, Project Management, Project Portfolio..., Financial Analysis, Process Improvement
Education
University of Northern Iowa 1988 — 1992
BA, Accounting
AEGON Asset Management October 2011 - Present
AEGON October 2008 - October 2011
Skills
Business Analysis, Accounting, Insurance, SDLC, Project Management, Project Portfolio..., Financial Analysis, Process Improvement
Education
University of Northern Iowa 1988 — 1992
BA, Accounting
Xueqing (Sam) Wang's AEGON Asset Management Experience August 2011 - Present
Job Head of Modeling Global Derivatives & Hedging at AEGON Global Asset Management
Industry Investment Management
Experience
AEGON Asset Management August 2011 - Present
AEGON Global Asset Management September 2009 - August 2011
AEGON August 2004 - September 2009
AIG April 2003 - August 2004
Skills
Equity Derivatives, Interest Rate..., VA hedging, Derivative..., Derivative ALM solutions
Education
University of California, Berkeley, Haas School of Business 2002 — 2003
Master, Financial Engineering
AEGON Asset Management August 2011 - Present
AEGON Global Asset Management September 2009 - August 2011
AEGON August 2004 - September 2009
AIG April 2003 - August 2004
Skills
Equity Derivatives, Interest Rate..., VA hedging, Derivative..., Derivative ALM solutions
Education
University of California, Berkeley, Haas School of Business 2002 — 2003
Master, Financial Engineering
Ryan McLarney's AEGON Asset Management Experience July 2007 - January 2008
Job PC Technician at Rockwell Collins
Industry Computer Hardware
Experience
Rockwell Collins PC TechnicianRockwell Collins via TEKSystems2008 - Present
TEKsystems 2008 - 2009
AEGON Asset Management July 2007 - January 2008
Skills
Troubleshooting
Education
Kirkwood Community College 2003 — 2006
AAS, LAN Management
Rockwell Collins PC TechnicianRockwell Collins via TEKSystems2008 - Present
TEKsystems 2008 - 2009
AEGON Asset Management July 2007 - January 2008
Skills
Troubleshooting
Education
Kirkwood Community College 2003 — 2006
AAS, LAN Management
Li Eltoft CFA CPA's AEGON Asset Management Experience December 1996 - January 2011
Job Head of Asset Modeling and Analytics at Transamerica EBS Actuarial
Industry Investment Management
Experience
Transamerica EBS Actuarial July 2013 - Present
Transamerica February 2011 - July 2013
AEGON Asset Management December 1996 - January 2011
Skills
Investments, ALM, Financial Risk, Actuarial Science, Risk Management, Insurance, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1994 — 1996
Bachelor of Arts (B.A.) in Accounting and Business Administration, Accounting and Business/Management
University of Science and Technology of China 1990 — 1994
MIS, Information Science
Transamerica EBS Actuarial July 2013 - Present
Transamerica February 2011 - July 2013
AEGON Asset Management December 1996 - January 2011
Skills
Investments, ALM, Financial Risk, Actuarial Science, Risk Management, Insurance, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1994 — 1996
Bachelor of Arts (B.A.) in Accounting and Business Administration, Accounting and Business/Management
University of Science and Technology of China 1990 — 1994
MIS, Information Science
Gayle Wageman's AEGON Asset Management Experience January 1995 - May 1996
Job Sr Equity Trader at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2014 - Present
Federal Home Loan Bank of Des Moines May 1996 - July 1997
AEGON Asset Management January 1995 - May 1996
AEGON Investments 1995 - 1996
Education
University of Northern Iowa 1990 — 1994
BA, Marketing
Northwestern College, Orange City, IA 1989 — 1990
Principal Global Investors August 2014 - Present
Federal Home Loan Bank of Des Moines May 1996 - July 1997
AEGON Asset Management January 1995 - May 1996
AEGON Investments 1995 - 1996
Education
University of Northern Iowa 1990 — 1994
BA, Marketing
Northwestern College, Orange City, IA 1989 — 1990
Josh Shaskan's AEGON Asset Management Experience August 2005 - March 2011
Job Principal at Granite Investment Partners
Industry Investment Management
Experience
Granite Investment Partners April 2011 - Present
Transamerica Investment Management August 2005 - March 2011
AEGON Asset Management August 2005 - March 2011
Westcap Investors June 1998 - July 2005
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Granite Investment Partners April 2011 - Present
Transamerica Investment Management August 2005 - March 2011
AEGON Asset Management August 2005 - March 2011
Westcap Investors June 1998 - July 2005
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Alison McEwan's AEGON Asset Management Experience 1985 - 2002
Job Business Consultant
Industry Nonprofit Organization Management
Experience
Center for International Understanding 2004 - 2010
AEGON asset management 1985 - 2002
AEGON ASSET management 1985 - 2002
Skills
Investment Management, Sales strategy, Marketing Communications, Business Strategy, Nonprofits, Politics, Political Campaigns, Public Policy, Policy Analysis
Education
Duke University 2009 — 2010
Certificate in Nonprofit management
NC State university, US 2008 — 2009
Business coaching certificate, Business Coaching
NC State, North Carolina US 2008 — 2009
Business coaching certificate
The University of Edinburgh
Master of Arts (M.A.)
UK Chartered Financial Analysts
Associate membership
Center for International Understanding 2004 - 2010
AEGON asset management 1985 - 2002
AEGON ASSET management 1985 - 2002
Skills
Investment Management, Sales strategy, Marketing Communications, Business Strategy, Nonprofits, Politics, Political Campaigns, Public Policy, Policy Analysis
Education
Duke University 2009 — 2010
Certificate in Nonprofit management
NC State university, US 2008 — 2009
Business coaching certificate, Business Coaching
NC State, North Carolina US 2008 — 2009
Business coaching certificate
The University of Edinburgh
Master of Arts (M.A.)
UK Chartered Financial Analysts
Associate membership
Dennis Mochal's AEGON Asset Management Experience February 2012 - December 2013
Job Chief Technology Officer at Wells Fargo Funds Management Group
Industry Investment Management
Experience
Wells Fargo Funds Management Group December 2013 - Present
AEGON Asset Management February 2012 - December 2013
J.P. Morgan February 2006 - February 2012
UMB Bank 1999 - 2004
Prism Consulting 1996 - 2004
Skills
Enterprise Architecture, Program Management, Staff Development, ERP, Portfolio Management, Business Analysis, IT Strategy, Management, Information Technology, Budgets, SDLC, Vendor Management, SAP, IT Management, Project Portfolio..., PMO, Business Intelligence, Requirements Analysis, Disaster Recovery, Business Process, PMP, ITIL
Education
Iowa State University
BBA, Management Information Systems
Rockhurst University
M.B.A,, Information Systems
Wells Fargo Funds Management Group December 2013 - Present
AEGON Asset Management February 2012 - December 2013
J.P. Morgan February 2006 - February 2012
UMB Bank 1999 - 2004
Prism Consulting 1996 - 2004
Skills
Enterprise Architecture, Program Management, Staff Development, ERP, Portfolio Management, Business Analysis, IT Strategy, Management, Information Technology, Budgets, SDLC, Vendor Management, SAP, IT Management, Project Portfolio..., PMO, Business Intelligence, Requirements Analysis, Disaster Recovery, Business Process, PMP, ITIL
Education
Iowa State University
BBA, Management Information Systems
Rockhurst University
M.B.A,, Information Systems
Michelle Barham's AEGON Asset Management Experience September 2011 - Present
Job Technical Architecture and Infrastructure Team at AEGON Asset Management
Industry Insurance
Experience
AEGON Asset Management September 2011 - Present
AEGON AIT April 2008 - September 2011
ADM Corn Processing, Cedar Rapids, IA May 2006 - April 2008
ADM Corn Processing May 2005 - June 2006
Skills
Testing, Integration, Troubleshooting, Networking, Social Networking, Servers
Education
Southern Illinois University, Carbondale 2000 — 2005
BS, Information Systems
AEGON Asset Management September 2011 - Present
AEGON AIT April 2008 - September 2011
ADM Corn Processing, Cedar Rapids, IA May 2006 - April 2008
ADM Corn Processing May 2005 - June 2006
Skills
Testing, Integration, Troubleshooting, Networking, Social Networking, Servers
Education
Southern Illinois University, Carbondale 2000 — 2005
BS, Information Systems
Deborah White, CPA's AEGON Asset Management Experience July 2013 - Present
Job Vice President, Asset Operations at Aegon Asset Management
Industry Financial Services
Experience
Aegon Asset Management July 2013 - Present
AEGON USA September 2009 - July 2013
Transamerica, Investments and Retirement June 2007 - September 2009
Transamerica, Investments and Retirement March 1999 - June 2007
Clifton Gunderson LLP June 1996 - March 1999
Skills
Leadership, Process Improvement, Management, Financial Analysis, Business Analysis, Team Building, Project Management, Strategic Planning, CPA, Financial Services, Accounting, Analysis
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA)
Coe College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Aegon Asset Management July 2013 - Present
AEGON USA September 2009 - July 2013
Transamerica, Investments and Retirement June 2007 - September 2009
Transamerica, Investments and Retirement March 1999 - June 2007
Clifton Gunderson LLP June 1996 - March 1999
Skills
Leadership, Process Improvement, Management, Financial Analysis, Business Analysis, Team Building, Project Management, Strategic Planning, CPA, Financial Services, Accounting, Analysis
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA)
Coe College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Richard Irvin, CFA's AEGON Asset Management Experience February 2013 - Present
Job Senior Investment Analyst at AEGON Asset Management
Industry Investment Management
Experience
Aegon Asset Management February 2013 - Present
Western Asset Management July 2007 - June 2012
Nestle USA August 2011 - January 2012
Skills
Chartered Financial..., Fixed Income, Asset Managment, Investments, Valuation, Bonds, Mutual Funds, Bloomberg, Financial Analysis, Data Analysis, Equities, Hedge Funds, Bloomberg Terminal, Visual Basic for..., Business Process..., Microsoft Office, PowerPoint, Microsoft Excel, Cash Management, Cash Flow Forecasting, Portfolio Management, Investment Management, Prime Brokerage, Process Efficiency, Project Management, Derivatives, Repurchase Agreements..., Trade Allocation, Trade Execution, Reconciliation, Money Market Funds, Investment Operations, Investment Strategies, Risk Mitigation, Fundamental Analysis, Financial Statement..., Credit Analysis, Asset Management, Trading, Financial Services, Equity Research, Options, Swaps
Education
University of Southern California 2009 — 2012
Master of Business Administration (M.B.A.), Investments and Financial Markets
Northwest Missouri State University 2003 — 2007
Bachelor of Science (B.S.), Business, Management and Marketing
Aegon Asset Management February 2013 - Present
Western Asset Management July 2007 - June 2012
Nestle USA August 2011 - January 2012
Skills
Chartered Financial..., Fixed Income, Asset Managment, Investments, Valuation, Bonds, Mutual Funds, Bloomberg, Financial Analysis, Data Analysis, Equities, Hedge Funds, Bloomberg Terminal, Visual Basic for..., Business Process..., Microsoft Office, PowerPoint, Microsoft Excel, Cash Management, Cash Flow Forecasting, Portfolio Management, Investment Management, Prime Brokerage, Process Efficiency, Project Management, Derivatives, Repurchase Agreements..., Trade Allocation, Trade Execution, Reconciliation, Money Market Funds, Investment Operations, Investment Strategies, Risk Mitigation, Fundamental Analysis, Financial Statement..., Credit Analysis, Asset Management, Trading, Financial Services, Equity Research, Options, Swaps
Education
University of Southern California 2009 — 2012
Master of Business Administration (M.B.A.), Investments and Financial Markets
Northwest Missouri State University 2003 — 2007
Bachelor of Science (B.S.), Business, Management and Marketing
Jessica Cole's AEGON Asset Management Experience 2010 - May 2011
Job Chief Compliance Officer for Jefferson National Financial
Industry Financial Services
Experience
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
Brad Melhorn's AEGON Asset Management Experience November 1999 - April 2011
Job Actuary Internal Audit at Humana
Industry Financial Services
Experience
Humana May 2013 - Present
Aviva USA April 2011 - May 2013
AEGON Asset Management November 1999 - April 2011
ARM Financial Group February 1997 - November 1999
Skills
Investments, Enterprise Risk..., Economic Capital, Risk Modeling, Insurance, ALM, Risk Management, Financial Risk, Financial Modeling, Actuarial Science, Technical Writing, Data Analysis, Quantitative Analysis, Financial Reporting, Internal Audit
Education
University of Louisville
Bachelor of Science, Mathematics
Humana May 2013 - Present
Aviva USA April 2011 - May 2013
AEGON Asset Management November 1999 - April 2011
ARM Financial Group February 1997 - November 1999
Skills
Investments, Enterprise Risk..., Economic Capital, Risk Modeling, Insurance, ALM, Risk Management, Financial Risk, Financial Modeling, Actuarial Science, Technical Writing, Data Analysis, Quantitative Analysis, Financial Reporting, Internal Audit
Education
University of Louisville
Bachelor of Science, Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY