AEGON USA Investment Management
Description
Address: 4333 Edgewood Rd NE, Cedar Rapids, IA 52499 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 234-6862: : : Website: : Category: : : Place name: Website: http://www.aegoninvestments.com/who-we-are/our-organization.html Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Aegon USA Investment Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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AEGON USA Investment Management Employees
Employee
Years
Job
Industry
Sam Wiss Sam Wiss's AEGON USA Investment Management Experience January 2011 - December 2011
Job Internal Sales at Athene USA
Industry Financial Services
Experience
Athene USA August 2015 - Present
Athene USA September 2014 - Present
FactSet April 2014 - July 2014
FactSet October 2012 - April 2014
The University of Iowa, Krause Fund January 2012 - May 2012
AEGON USA Investment Management January 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Fixed Income, Portfolio Performance..., Business Analysis, Equities, Analysis, Portfolio Management, Process Improvement, Structured Finance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Athene USA August 2015 - Present
Athene USA September 2014 - Present
FactSet April 2014 - July 2014
FactSet October 2012 - April 2014
The University of Iowa, Krause Fund January 2012 - May 2012
AEGON USA Investment Management January 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Fixed Income, Portfolio Performance..., Business Analysis, Equities, Analysis, Portfolio Management, Process Improvement, Structured Finance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Ying Wang Murdoch, CFA Ying Wang Murdoch, CFA's AEGON USA Investment Management Experience July 2012 - April 2014
Job Second Vice President at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management August 2015 - Present
Northern Trust Corporation May 2014 - August 2015
AEGON USA Investment Management July 2012 - April 2014
The Ohio State University September 2008 - June 2012
Ford Motor Credit Company July 2011 - September 2011
China Construction Bank July 2008 - September 2008
Skills
Financial Modeling, SAS, Valuation, Credit Risk, Economics, Statistics, Risk Analysis, Data Analysis, Corporate Finance, Equity Research, Derivatives, Risk Management, Quantitative Analysis, Monte Carlo Simulation, Forecasting, Portfolio Management, R, Statistical Modeling, Stata, Fixed Income, Time Series Analysis, Matlab, Bloomberg Terminal, BlackRock Aladdin, ETFs, Econometrics, Financial Reporting, Quantitative Analytics, Investments, Asset Allocation, VBA, Mutual Funds, Quantitative Finance, Strategy, Bloomberg, Investment Management, Asset Management, Portfolio Optimization
Education
The Ohio State University 2008 — 2012
Ph.D. Candidate, Applied Economics
The Ohio State University 2009 — 2011
Master, Applied Statistics
The Ohio State University 2008 — 2010
M.A., Economics
Zhejiang University 2004 — 2008
Bachelor of Science (B.S.), Quantitative Finance
Northern Trust Asset Management August 2015 - Present
Northern Trust Corporation May 2014 - August 2015
AEGON USA Investment Management July 2012 - April 2014
The Ohio State University September 2008 - June 2012
Ford Motor Credit Company July 2011 - September 2011
China Construction Bank July 2008 - September 2008
Skills
Financial Modeling, SAS, Valuation, Credit Risk, Economics, Statistics, Risk Analysis, Data Analysis, Corporate Finance, Equity Research, Derivatives, Risk Management, Quantitative Analysis, Monte Carlo Simulation, Forecasting, Portfolio Management, R, Statistical Modeling, Stata, Fixed Income, Time Series Analysis, Matlab, Bloomberg Terminal, BlackRock Aladdin, ETFs, Econometrics, Financial Reporting, Quantitative Analytics, Investments, Asset Allocation, VBA, Mutual Funds, Quantitative Finance, Strategy, Bloomberg, Investment Management, Asset Management, Portfolio Optimization
Education
The Ohio State University 2008 — 2012
Ph.D. Candidate, Applied Economics
The Ohio State University 2009 — 2011
Master, Applied Statistics
The Ohio State University 2008 — 2010
M.A., Economics
Zhejiang University 2004 — 2008
Bachelor of Science (B.S.), Quantitative Finance
Adrien Voellinger Adrien Voellinger's AEGON USA Investment Management Experience January 2014 - August 2014
Job Teaching Assistant at The University of Iowa Henry B. Tippie College of Business
Industry Financial Services
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Morgan Stanley May 2015 - August 2015
The University of Iowa - Krause Fund January 2015 - May 2015
New York University July 2014 - August 2014
AEGON USA Investment Management January 2014 - August 2014
Mutual of Omaha Financial Advisors May 2013 - December 2013
TaxACT November 2012 - April 2013
Private Contractor May 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Insurance, PowerPoint, Teamwork, Microsoft Office, Leadership, Financial Accounting, Data Analysis, Public Speaking, Customer Acquisition, Portfolio Management, Equities, Equity Research, Equity Trading, Equity Valuation, DCF Valuation, Financial Modeling, M&A analysis, M&A Modeling, HTML, CSS, JavaScript, Strategy, Game Theory
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, Economics; Minor: Computer Science
Wahlert Catholic High School 2007 — 2011
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Morgan Stanley May 2015 - August 2015
The University of Iowa - Krause Fund January 2015 - May 2015
New York University July 2014 - August 2014
AEGON USA Investment Management January 2014 - August 2014
Mutual of Omaha Financial Advisors May 2013 - December 2013
TaxACT November 2012 - April 2013
Private Contractor May 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Insurance, PowerPoint, Teamwork, Microsoft Office, Leadership, Financial Accounting, Data Analysis, Public Speaking, Customer Acquisition, Portfolio Management, Equities, Equity Research, Equity Trading, Equity Valuation, DCF Valuation, Financial Modeling, M&A analysis, M&A Modeling, HTML, CSS, JavaScript, Strategy, Game Theory
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, Economics; Minor: Computer Science
Wahlert Catholic High School 2007 — 2011
Brett Schneiter, CFA Brett Schneiter, CFA's AEGON USA Investment Management Experience May 2015 - Present
Job Lead Performance and Pricing Analyst at AEGON USA Investment Management
Industry Investment Management
Experience
AEGON USA Investment Management May 2015 - Present
AEGON USA Investment Management April 2010 - May 2015
AEGON USA Investment Management July 2007 - April 2010
Skills
Investments
Education
University of Iowa - Henry B. Tippie College of Business
Finance, General
AEGON USA Investment Management May 2015 - Present
AEGON USA Investment Management April 2010 - May 2015
AEGON USA Investment Management July 2007 - April 2010
Skills
Investments
Education
University of Iowa - Henry B. Tippie College of Business
Finance, General
Jiazhu Zhang Jiazhu Zhang's AEGON USA Investment Management Experience June 2011 - May 2012
Job Investment Research Analyst at MassPRIM
Industry Financial Services
Experience
Massachusetts Pension Reserves Investment Management June 2013 - Present
AEGON USA Investment Management June 2011 - May 2012
Industrial and Commercial Bank of China July 2010 - August 2010
University of Iowa Krause Fund January 2010 - May 2010
Skills
Hedge Funds, Portfolio Management, Rock Climbing, Equity Research, Bloomberg, Matlab, VBA, Microsoft Excel, Finance, Equities, Fixed Income
Education
Brandeis University 2013 — 2013
Master of Science, Finance
University of Iowa 2010 — 2012
B.B.A, Finance
Xiamen University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Massachusetts Pension Reserves Investment Management June 2013 - Present
AEGON USA Investment Management June 2011 - May 2012
Industrial and Commercial Bank of China July 2010 - August 2010
University of Iowa Krause Fund January 2010 - May 2010
Skills
Hedge Funds, Portfolio Management, Rock Climbing, Equity Research, Bloomberg, Matlab, VBA, Microsoft Excel, Finance, Equities, Fixed Income
Education
Brandeis University 2013 — 2013
Master of Science, Finance
University of Iowa 2010 — 2012
B.B.A, Finance
Xiamen University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Craig Perry Craig Perry's AEGON USA Investment Management Experience 1999 - 2011
Job Commercial Mortgage Consultant at Obduro Capital LLC
Industry Financial Services
Experience
Obduro Capital, LLC 2012 - Present
AEGON USA Investment Management 1999 - 2011
Principal Global Investors 1999 - 1999
Skills
Loans, Commercial Real Estate, Real Estate Financing, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Credit Analysis, Venture Capital, Financial Structuring, Commercial Lending, Loan Origination, Credit, Investments, Asset Management, Portfolio Management, Fixed Income, Fixed Income Trading, Bonds, Commercial Finance, Debt & Equity Financing, Factoring, Bridge Financing, Lines Of Credit, Working Capital..., Funding, Private Equity, Small Business, Underwriting
Education
Indiana University Bloomington 2003 — 2005
MS, Finance
University of Iowa 1995 — 1999
BBA, Finance
Obduro Capital, LLC 2012 - Present
AEGON USA Investment Management 1999 - 2011
Principal Global Investors 1999 - 1999
Skills
Loans, Commercial Real Estate, Real Estate Financing, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Credit Analysis, Venture Capital, Financial Structuring, Commercial Lending, Loan Origination, Credit, Investments, Asset Management, Portfolio Management, Fixed Income, Fixed Income Trading, Bonds, Commercial Finance, Debt & Equity Financing, Factoring, Bridge Financing, Lines Of Credit, Working Capital..., Funding, Private Equity, Small Business, Underwriting
Education
Indiana University Bloomington 2003 — 2005
MS, Finance
University of Iowa 1995 — 1999
BBA, Finance
Randy Harrison Randy Harrison's AEGON USA Investment Management Experience May 1990 - July 1993
Job Vice President, Institutional Portfolio Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management March 2015 - Present
Advantus Capital Management July 2010 - March 2015
RBC Global Asset Management (U.S.) Inc. August 1993 - July 2010
Aegon USA Investment Management May 1990 - July 1993
Xerox 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Investments, Capital Markets, Equities, Mutual Funds, Securities, Investment Management, Bonds, Derivatives, Trading, Equity Research, Series 7, Asset Management, Structured Finance
Education
University of Iowa 1988 — 1990
MBA, Emphasis Investment Finance
Miami University 1981 — 1985
B.S. in B.A., Finance
RBC Global Asset Management March 2015 - Present
Advantus Capital Management July 2010 - March 2015
RBC Global Asset Management (U.S.) Inc. August 1993 - July 2010
Aegon USA Investment Management May 1990 - July 1993
Xerox 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Investments, Capital Markets, Equities, Mutual Funds, Securities, Investment Management, Bonds, Derivatives, Trading, Equity Research, Series 7, Asset Management, Structured Finance
Education
University of Iowa 1988 — 1990
MBA, Emphasis Investment Finance
Miami University 1981 — 1985
B.S. in B.A., Finance
Wes Harrington, CFA Wes Harrington, CFA's AEGON USA Investment Management Experience May 2010 - December 2010
Job
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
Andrew Aalderks Andrew Aalderks's AEGON USA Investment Management Experience June 2003 - Present
Job Portfolio Analyst at AEGON
Industry Insurance
Experience
AEGON USA Investment Management June 2003 - Present
CIBC World Markets May 2002 - August 2002
Skills
Fixed Income Portfolio..., Portfolio Management, Fixed Income, Finance, Risk Management, Investment Management, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
University of Iowa - College of Business Administration 1999 — 2003
BBA, Finance
AEGON USA Investment Management June 2003 - Present
CIBC World Markets May 2002 - August 2002
Skills
Fixed Income Portfolio..., Portfolio Management, Fixed Income, Finance, Risk Management, Investment Management, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
University of Iowa - College of Business Administration 1999 — 2003
BBA, Finance
Lance McDonald Lance McDonald's AEGON USA Investment Management Experience December 2008 - August 2011
Job Technical Analyst at Lexington Capital, LLC
Industry Financial Services
Experience
Lexington Capital, LLC September 2011 - Present
AEGON USA Investment Management December 2008 - August 2011
AEGON USA Investment Management March 2008 - December 2008
AEGON USA Investment Management December 2006 - March 2008
Skills
Investments, Financial Analysis, Public Speaking, Equities, Microsoft Excel, Business Analysis, Coaching, Strategic Planning, Customer Service, Insurance, Process Improvement, Leadership, Asset Managment, Derivatives, Asset Management, Asset Allocation, Finance, Investment Advisory, Analysis, Risk Management, Data Analysis, Mutual Funds, Financial Modeling, Securities, Fixed Income, Financial Services, Portfolio Management, Wealth Management, Series 7, Investment Management, Investment Strategies
Education
University of St. Thomas - Opus College of Business 2000 — 2002
MBA, Finance
Crown College 1997 — 1999
MA, Organizational Leadership
Crown College 1992 — 1996
BS, Youth Ministry
Lexington Capital, LLC September 2011 - Present
AEGON USA Investment Management December 2008 - August 2011
AEGON USA Investment Management March 2008 - December 2008
AEGON USA Investment Management December 2006 - March 2008
Skills
Investments, Financial Analysis, Public Speaking, Equities, Microsoft Excel, Business Analysis, Coaching, Strategic Planning, Customer Service, Insurance, Process Improvement, Leadership, Asset Managment, Derivatives, Asset Management, Asset Allocation, Finance, Investment Advisory, Analysis, Risk Management, Data Analysis, Mutual Funds, Financial Modeling, Securities, Fixed Income, Financial Services, Portfolio Management, Wealth Management, Series 7, Investment Management, Investment Strategies
Education
University of St. Thomas - Opus College of Business 2000 — 2002
MBA, Finance
Crown College 1997 — 1999
MA, Organizational Leadership
Crown College 1992 — 1996
BS, Youth Ministry
Rachel Ward Rachel Ward's AEGON USA Investment Management Experience November 2013 - Present
Job Specialist Global Sales & Marketing at Aegon USA Investment Management
Industry Investment Management
Experience
Aegon USA Investment Management November 2013 - Present
AEGON USA Investment Management May 2008 - October 2013
AEGON USA Investment Management July 2007 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Fixed Income, Finance, Analysis, VBA, Analytics, Performance Attribution, Microsoft Excel, Insurance, Securities, Bonds, Training, Asset Allocation, Microsoft Office, Data Analysis, Accounting, Equities, Derivatives, Project Management
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA) Candidate
The University of Iowa - Iowa 2006 — 2008
Bachelor of Business Administration, Finance
Aegon USA Investment Management November 2013 - Present
AEGON USA Investment Management May 2008 - October 2013
AEGON USA Investment Management July 2007 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Fixed Income, Finance, Analysis, VBA, Analytics, Performance Attribution, Microsoft Excel, Insurance, Securities, Bonds, Training, Asset Allocation, Microsoft Office, Data Analysis, Accounting, Equities, Derivatives, Project Management
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA) Candidate
The University of Iowa - Iowa 2006 — 2008
Bachelor of Business Administration, Finance
Ken Certain Ken Certain's AEGON USA Investment Management Experience May 1990 - May 1996
Job Retired Investment Management Professional
Industry Investment Management
Experience
RNC Genter Capital Management April 1999 - December 2009
Calamos Investments January 1998 - April 1999
AEGON USA Investment Management May 1990 - May 1996
Securites Counselors of Iowa February 1985 - March 1990
Skills
Investment Strategies, Investment Management, Marketing, Portfolio Management, Asset Allocation, Strategic Planning, Institutional, Wealth Management..., Separately Managed..., Financial Advisory, Client Services, Asset Management
Education
Northern Illinois University 1974 — 1976
MS, Education
University of Central Florida 1970 — 1972
BSBA, Marketing
Okaloosa-Walton Junior College 1967 — 1969
University of South Alabama 1966 — 1967
RNC Genter Capital Management April 1999 - December 2009
Calamos Investments January 1998 - April 1999
AEGON USA Investment Management May 1990 - May 1996
Securites Counselors of Iowa February 1985 - March 1990
Skills
Investment Strategies, Investment Management, Marketing, Portfolio Management, Asset Allocation, Strategic Planning, Institutional, Wealth Management..., Separately Managed..., Financial Advisory, Client Services, Asset Management
Education
Northern Illinois University 1974 — 1976
MS, Education
University of Central Florida 1970 — 1972
BSBA, Marketing
Okaloosa-Walton Junior College 1967 — 1969
University of South Alabama 1966 — 1967
Jace Hepker's AEGON USA Investment Management Experience September 2014 - August 2015
Job Portfolio Management Intern at Aegon USA Investment Management
Industry Financial Services
Experience
Lenscrafters December 2013 - Present
Aegon USA Investment Management September 2014 - August 2015
The University of Iowa Foundation December 2013 - August 2014
Nordstrom Direct May 2013 - July 2013
RuffaloCODY November 2009 - July 2011
The Gazette April 2009 - March 2010
Skills
Microsoft Excel, Haver Analytics Software, Bloomberg Software, Macroeconomic Modeling, VBA, Teamwork, PowerPoint, Time Management, Access, Microsoft Word
Education
University of Iowa 2011 — 2015
Bachelor's degree, Banking, Corporate, Finance, and Securities Law, Junior
Lenscrafters December 2013 - Present
Aegon USA Investment Management September 2014 - August 2015
The University of Iowa Foundation December 2013 - August 2014
Nordstrom Direct May 2013 - July 2013
RuffaloCODY November 2009 - July 2011
The Gazette April 2009 - March 2010
Skills
Microsoft Excel, Haver Analytics Software, Bloomberg Software, Macroeconomic Modeling, VBA, Teamwork, PowerPoint, Time Management, Access, Microsoft Word
Education
University of Iowa 2011 — 2015
Bachelor's degree, Banking, Corporate, Finance, and Securities Law, Junior
Steve Powers, CFA Steve Powers, CFA's AEGON USA Investment Management Experience November 2014 - Present
Job Director, Portfolio Specialist Aegon USA Investment Management
Industry Investment Management
Experience
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Mark Lamb's AEGON USA Investment Management Experience December 2009 - July 2012
Job Senior Derivatives Portfolio Manager and Trader
Industry Investment Management
Experience
Private Investor July 2012 - Present
AEGON USA Investment Management December 2009 - July 2012
SECURITY BENEFIT February 2003 - February 2009
ARM FINANCIAL GROUP November 1998 - March 2000
LG&E ENERGY MARKETING July 1997 - November 1998
AEGON USA (formerly PROVIDIAN/CAPITAL HOLDING) November 1991 - July 1997
CAPITAL HOLDING February 1989 - November 1991
AMERICAN GENERAL CORPORATION November 1986 - February 1989
Texas Instruments June 1983 - November 1986
Skills
Risk Management, Modeling, Derivatives, Matlab, Asset Management, Financial Modeling, Investments, Capital Markets, Asset Managment, Portfolio Management, Finance, Valuation, Financial Risk, Credit Risk, ALM, Alternative Investments, Equities, Equity Derivatives, Fixed Income, Strategic Financial..., Forecasting, Corporate Finance, Bonds, Trading, Interest Rate..., FX trading, FX Derivatives, Options, Investment Strategies, Hedging, Financial Analysis, Credit, Economics, Mutual Funds, Competitive Analysis, Analysis, Management, Strategy, Structured Finance, Futures Trading, Securities, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
Murray State University 1978 — 1982
BS, Engineering Physics
Private Investor July 2012 - Present
AEGON USA Investment Management December 2009 - July 2012
SECURITY BENEFIT February 2003 - February 2009
ARM FINANCIAL GROUP November 1998 - March 2000
LG&E ENERGY MARKETING July 1997 - November 1998
AEGON USA (formerly PROVIDIAN/CAPITAL HOLDING) November 1991 - July 1997
CAPITAL HOLDING February 1989 - November 1991
AMERICAN GENERAL CORPORATION November 1986 - February 1989
Texas Instruments June 1983 - November 1986
Skills
Risk Management, Modeling, Derivatives, Matlab, Asset Management, Financial Modeling, Investments, Capital Markets, Asset Managment, Portfolio Management, Finance, Valuation, Financial Risk, Credit Risk, ALM, Alternative Investments, Equities, Equity Derivatives, Fixed Income, Strategic Financial..., Forecasting, Corporate Finance, Bonds, Trading, Interest Rate..., FX trading, FX Derivatives, Options, Investment Strategies, Hedging, Financial Analysis, Credit, Economics, Mutual Funds, Competitive Analysis, Analysis, Management, Strategy, Structured Finance, Futures Trading, Securities, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
Murray State University 1978 — 1982
BS, Engineering Physics
Michael Murphy, CFA, CPA Michael Murphy, CFA, CPA's AEGON USA Investment Management Experience 2003 - May 2015
Job CFO at Prophet Capital Management
Industry Investment Management
Experience
Prophet Capital Management June 2015 - Present
AEGON USA Investment Management 2003 - May 2015
PricewaterhouseCoopers 1998 - 2002
Union Pacific Corporation / Union Pacific Resources 1993 - 1998
Skills
Financial Analysis, Management, Financial Modeling, Financial Reporting, Business Analysis, Process Improvement, Risk Management, Finance, Sarbanes-Oxley Act, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Accounting, Finance
Prophet Capital Management June 2015 - Present
AEGON USA Investment Management 2003 - May 2015
PricewaterhouseCoopers 1998 - 2002
Union Pacific Corporation / Union Pacific Resources 1993 - 1998
Skills
Financial Analysis, Management, Financial Modeling, Financial Reporting, Business Analysis, Process Improvement, Risk Management, Finance, Sarbanes-Oxley Act, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Accounting, Finance
Ben Morrissey, CPCM Ben Morrissey, CPCM's AEGON USA Investment Management Experience March 2002 - September 2002
Job Category Manager at Constellation Brands
Industry Food & Beverages
Experience
Constellation Brands March 2015 - Present
Constellation Brands February 2011 - March 2015
ConAgra Foods June 2010 - February 2011
Mark Anthony Brands, Inc June 2008 - October 2009
Shea Homes November 2005 - June 2008
Accenture December 2003 - October 2005
Accenture November 2002 - December 2003
Aegon USA Investment Management March 2002 - September 2002
Accenture June 2001 - January 2002
Skills
Financial Analysis, Accounting, Analysis, Budgets, Finance, Financial Modeling, Forecasting, Leadership, Management, Microsoft Excel, Pricing, Strategic Financial..., Strategic Planning, Training
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance
Lake Park High School
Constellation Brands March 2015 - Present
Constellation Brands February 2011 - March 2015
ConAgra Foods June 2010 - February 2011
Mark Anthony Brands, Inc June 2008 - October 2009
Shea Homes November 2005 - June 2008
Accenture December 2003 - October 2005
Accenture November 2002 - December 2003
Aegon USA Investment Management March 2002 - September 2002
Accenture June 2001 - January 2002
Skills
Financial Analysis, Accounting, Analysis, Budgets, Finance, Financial Modeling, Forecasting, Leadership, Management, Microsoft Excel, Pricing, Strategic Financial..., Strategic Planning, Training
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance
Lake Park High School
Lane French Lane French's AEGON USA Investment Management Experience January 2014 - August 2014
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Gary Klein, CFA Gary Klein, CFA's AEGON USA Investment Management Experience May 2008 - August 2008
Job Senior Associate at Raymond James
Industry Investment Banking
Experience
Raymond James March 2014 - Present
Raymond James June 2009 - February 2014
AEGON USA Investment Management May 2008 - August 2008
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, Accounting
Raymond James March 2014 - Present
Raymond James June 2009 - February 2014
AEGON USA Investment Management May 2008 - August 2008
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, Accounting
Greg Hunt Greg Hunt's AEGON USA Investment Management Experience May 2013 - August 2013
Job Investment Banking Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
AEGON USA Investment Management May 2013 - August 2013
AEGON USA Investment Management May 2012 - August 2012
Education
Iowa State University 2011 — 2014
Bachelor of Science (B.S.)
Xavier High School 2007 — 2011
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
AEGON USA Investment Management May 2013 - August 2013
AEGON USA Investment Management May 2012 - August 2012
Education
Iowa State University 2011 — 2014
Bachelor of Science (B.S.)
Xavier High School 2007 — 2011
Christine Newlin Christine Newlin's AEGON USA Investment Management Experience July 2014 - Present
Job Special Projects / Reporting Analyst, Public Fixed Income at Aegon USA Investment Management
Industry Financial Services
Experience
Aegon USA Investment Management July 2014 - Present
AEGON USA Investment Management April 2005 - July 2014
Pacific Life 2001 - 2005
Education
University of Southern California - Marshall School of Business 1998 — 2001
Master of Business Administration (MBA), Information and Operations Management
Indiana University Bloomington 1989 — 1993
Bachelor of Arts (BA), Anthropology
Aegon USA Investment Management July 2014 - Present
AEGON USA Investment Management April 2005 - July 2014
Pacific Life 2001 - 2005
Education
University of Southern California - Marshall School of Business 1998 — 2001
Master of Business Administration (MBA), Information and Operations Management
Indiana University Bloomington 1989 — 1993
Bachelor of Arts (BA), Anthropology
Heloule Mohallim Heloule Mohallim's AEGON USA Investment Management Experience August 2012 - Present
Job Assistant General Counsel at Aegon USA Investment Management
Industry Financial Services
Experience
Aegon USA Investment Management August 2012 - Present
Mesirow Financial September 2008 - July 2012
K&L Gates LLP January 2007 - September 2008
Ropes & Gray LLP September 2002 - January 2007
Skills
Hedge Funds, Securities Regulation, Securities, Private Equity, Alternative Investments, Due Diligence, Venture Capital, Capital Markets, Corporate Governance, Fund Of Funds, Investment Management, Mutual Funds, Derivatives, Investments, Fixed Income, Investment Advisory, ETFs, Legal Compliance, Joint Ventures
Education
Georgetown University Law Center 1999 — 2002
J.D., Law
University of Virginia 1995 — 1999
Bachelor of Arts (B.A.), Political and Social Thought
Aegon USA Investment Management August 2012 - Present
Mesirow Financial September 2008 - July 2012
K&L Gates LLP January 2007 - September 2008
Ropes & Gray LLP September 2002 - January 2007
Skills
Hedge Funds, Securities Regulation, Securities, Private Equity, Alternative Investments, Due Diligence, Venture Capital, Capital Markets, Corporate Governance, Fund Of Funds, Investment Management, Mutual Funds, Derivatives, Investments, Fixed Income, Investment Advisory, ETFs, Legal Compliance, Joint Ventures
Education
Georgetown University Law Center 1999 — 2002
J.D., Law
University of Virginia 1995 — 1999
Bachelor of Arts (B.A.), Political and Social Thought
Brian Tvedt Brian Tvedt's AEGON USA Investment Management Experience 2001 - Present
Job Senior IT Manager at AEGON USA Investment Management
Industry Financial Services
Experience
AEGON USA Investment Management 2001 - Present
Computer Horizons Incorporated 1998 - 2001
GE Capital Consulting 1990 - 1998
Quality Consultants Inc. 1987 - 1990
Skills
IT Management, SDLC, Business Analysis, IT Strategy, Requirements Analysis, Project Portfolio..., Vendor Management, Requirements Gathering, Program Management, Visio, Disaster Recovery, Business Process, Project Management, Process Improvement, Management, Software Development, Leadership, Testing, Consulting, SharePoint, Business Process...
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA, Finance/Marketing
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Management/MIS
AEGON USA Investment Management 2001 - Present
Computer Horizons Incorporated 1998 - 2001
GE Capital Consulting 1990 - 1998
Quality Consultants Inc. 1987 - 1990
Skills
IT Management, SDLC, Business Analysis, IT Strategy, Requirements Analysis, Project Portfolio..., Vendor Management, Requirements Gathering, Program Management, Visio, Disaster Recovery, Business Process, Project Management, Process Improvement, Management, Software Development, Leadership, Testing, Consulting, SharePoint, Business Process...
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA, Finance/Marketing
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Management/MIS
Casey Cunningham's AEGON USA Investment Management Experience May 2012 - Present
Job Portfolio Analyst at Aegon USA Investment Management
Industry Financial Services
Experience
Aegon USA Investment Management May 2012 - Present
Aviva Investors June 2011 - December 2011
University of Iowa Recreational Services August 2010 - June 2011
Brunel Capital May 2010 - July 2010
Skills
Basic VBA, Excel, Access, Microsoft Office, Bloomberg Terminal, Accounting Applications, Microsoft Excel, Portfolio Management, Financial Analysis, Customer Service, Equities, Strategic Planning, Corporate Finance, Financial Modeling, Investments, VBA, Bloomberg, Fixed Income, Analysis, Finance, Securities
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A., Finance, Economics
Aegon USA Investment Management May 2012 - Present
Aviva Investors June 2011 - December 2011
University of Iowa Recreational Services August 2010 - June 2011
Brunel Capital May 2010 - July 2010
Skills
Basic VBA, Excel, Access, Microsoft Office, Bloomberg Terminal, Accounting Applications, Microsoft Excel, Portfolio Management, Financial Analysis, Customer Service, Equities, Strategic Planning, Corporate Finance, Financial Modeling, Investments, VBA, Bloomberg, Fixed Income, Analysis, Finance, Securities
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A., Finance, Economics
Adam Millers Adam Millers's AEGON USA Investment Management Experience May 2014 - January 2015
Job Investment Banking Summer Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company 2015 - Present
Aegon USA Investment Management May 2014 - January 2015
The University of Iowa December 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Customer Service, Research, Event Planning, Teamwork, Leadership, Time Management, Financial Modeling
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Moelis & Company 2015 - Present
Aegon USA Investment Management May 2014 - January 2015
The University of Iowa December 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Customer Service, Research, Event Planning, Teamwork, Leadership, Time Management, Financial Modeling
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Greg Haendel, CFA's AEGON USA Investment Management Experience February 2011 - December 2012
Job
Industry Investment Management
Experience
Bradford & Marzec February 2014 - Present
First Western Capital Management January 2013 - November 2013
AEGON USA Investment Management February 2011 - December 2012
Transamerica Investment Management (AEGON Subsidiary) July 2003 - February 2011
CoBank August 1999 - August 2001
Merrill Lynch June 1998 - August 1999
Skills
Fixed Income, Financial Markets, Portfolio Management, Investments, Financial Modeling, Asset Management, BlackRock Aladdin, BondEdge, Intex, Bloomberg, Corporate Credit, MBS, ABS, CMBS, Bonds, Bond Markets, High Yield Bonds, High Grade, Fixed Income Portfolio..., Fixed Asset Management, Superior Client Service, Client Service Oriented, Client Presentation, Client Relations Skills, Capital Raising, Asset Allocation, REIT, Financial Analysis, Financial Accounting, Finance, Structured Products, Institutional..., Credit Risk, Mutual Funds, High Yield, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA)
Amherst College 1994 — 1998
Bachelor of Arts (BA)
Bradford & Marzec February 2014 - Present
First Western Capital Management January 2013 - November 2013
AEGON USA Investment Management February 2011 - December 2012
Transamerica Investment Management (AEGON Subsidiary) July 2003 - February 2011
CoBank August 1999 - August 2001
Merrill Lynch June 1998 - August 1999
Skills
Fixed Income, Financial Markets, Portfolio Management, Investments, Financial Modeling, Asset Management, BlackRock Aladdin, BondEdge, Intex, Bloomberg, Corporate Credit, MBS, ABS, CMBS, Bonds, Bond Markets, High Yield Bonds, High Grade, Fixed Income Portfolio..., Fixed Asset Management, Superior Client Service, Client Service Oriented, Client Presentation, Client Relations Skills, Capital Raising, Asset Allocation, REIT, Financial Analysis, Financial Accounting, Finance, Structured Products, Institutional..., Credit Risk, Mutual Funds, High Yield, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA)
Amherst College 1994 — 1998
Bachelor of Arts (BA)
Makedo Wisseh, CFA's AEGON USA Investment Management Experience August 2013 - Present
Job Senior Equity Derivatives Trader at Aegon USA Investment Management
Industry Capital Markets
Experience
Aegon USA Investment Management August 2013 - Present
Aegon USA Investment Management October 2011 - August 2013
Chatham Financial Corporation July 2007 - October 2011
The Frank Batten Investment Fund - The Mason School of Business March 2006 - May 2007
Citigroup Global Markets June 2006 - August 2006
State Farm Insurance and Financial Services May 2004 - August 2005
McDonald Investments June 2003 - August 2003
Skills
Derivatives, Fixed Income, Risk Management, Investments, Bloomberg, Capital Markets, Options, Hedging, Currency, Valuation, Financial Markets, Interest Rate..., Hedge Funds, Trading, Financial Risk, Financial Modeling, Structured Finance, FX Options, Bonds, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA, Finance
University of Rochester 2000 — 2004
BA, Economics
Aegon USA Investment Management August 2013 - Present
Aegon USA Investment Management October 2011 - August 2013
Chatham Financial Corporation July 2007 - October 2011
The Frank Batten Investment Fund - The Mason School of Business March 2006 - May 2007
Citigroup Global Markets June 2006 - August 2006
State Farm Insurance and Financial Services May 2004 - August 2005
McDonald Investments June 2003 - August 2003
Skills
Derivatives, Fixed Income, Risk Management, Investments, Bloomberg, Capital Markets, Options, Hedging, Currency, Valuation, Financial Markets, Interest Rate..., Hedge Funds, Trading, Financial Risk, Financial Modeling, Structured Finance, FX Options, Bonds, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA, Finance
University of Rochester 2000 — 2004
BA, Economics
Jani Baylor's AEGON USA Investment Management Experience
Job Senior Portfolio Analyst at AEGON USA Investment Management
Industry Investment Management
Experience
AEGON USA Investment Management
Skills
Investments, Financial Analysis, Portfolio Management, Asset Allocation, Asset Managment, Insurance, Bloomberg, Fixed Income, Risk Management, Investment Management, Project Management, Business Process..., Analytics
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
Finance
AEGON USA Investment Management
Skills
Investments, Financial Analysis, Portfolio Management, Asset Allocation, Asset Managment, Insurance, Bloomberg, Fixed Income, Risk Management, Investment Management, Project Management, Business Process..., Analytics
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
Finance
Jean Marc Breaux, CFA's AEGON USA Investment Management Experience August 2008 - Present
Job Structured Finance Analyst
Industry Investment Management
Experience
AEGON USA Investment Management August 2008 - Present
AEGON USA Investment Management June 2007 - August 2008
AEGON USA Investment Management March 2006 - June 2007
AEGON USA Investment Management November 2003 - March 2006
Cambridge Associates June 2000 - November 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
Business
AEGON USA Investment Management August 2008 - Present
AEGON USA Investment Management June 2007 - August 2008
AEGON USA Investment Management March 2006 - June 2007
AEGON USA Investment Management November 2003 - March 2006
Cambridge Associates June 2000 - November 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
Business
Larry Duncan's AEGON USA Investment Management Experience March 2002 - March 2007
Job Principal at Duncan Consulting
Industry Accounting
Experience
Duncan Consulting March 2007 - October 2011
Aegon USA Investment Management March 2002 - March 2007
Self employed 2001 - 2002
Berthel Fisher 1998 - 2001
Alliant 1979 - 1998
IOWA SOUTHERN 1979 - 1998
Skills
Accounting, Financial Analysis, Microsoft Office, Financial Management, Financial Modeling, Financial Reporting, Due Diligence, Strategic Planning, Budgeting, Process Improvement, Insurance, Excel, Management Consulting, Cash Management, Budgets, Managerial Finance, Strategic Financial..., Forecasting, Auditing, Internal Controls, Mergers & Acquisitions, Financial Accounting, Corporate Finance, GAAP, Risk Management, Finance, SEC filings, US GAAP, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2000
MBA, Business
University of Iowa 1964 — 1969
BBA, Accounting
Duncan Consulting March 2007 - October 2011
Aegon USA Investment Management March 2002 - March 2007
Self employed 2001 - 2002
Berthel Fisher 1998 - 2001
Alliant 1979 - 1998
IOWA SOUTHERN 1979 - 1998
Skills
Accounting, Financial Analysis, Microsoft Office, Financial Management, Financial Modeling, Financial Reporting, Due Diligence, Strategic Planning, Budgeting, Process Improvement, Insurance, Excel, Management Consulting, Cash Management, Budgets, Managerial Finance, Strategic Financial..., Forecasting, Auditing, Internal Controls, Mergers & Acquisitions, Financial Accounting, Corporate Finance, GAAP, Risk Management, Finance, SEC filings, US GAAP, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2000
MBA, Business
University of Iowa 1964 — 1969
BBA, Accounting
Marie Stewart's AEGON USA Investment Management Experience December 2009 - June 2011
Job CPA/ControllerInvestment Management industry
Industry Investment Management
Experience
Spring Hill Realty Partners October 2011 - Present
Self-employed 2009 - 2012
AEGON USA Investment Management December 2009 - June 2011
TA Associates Realty May 2006 - August 2009
The Boston Company Asset Management, LLC 1997 - 2006
Skills
REIT, Financial Modeling, Mutual Funds, Microsoft Excel, Alternative Investments, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Investments, Budgets, Due Diligence, Hedge Funds, Asset Managment, Internal Controls, Valuation, Strategic Planning, Financial Accounting, Portfolio Management, SEC filings, Strategic Financial..., Securities, Equities, Accounting, Mergers, Financial Services, US GAAP, Auditing, GAAP, Asset Management, Forecasting
Education
Bentley University 1977 — 1980
BS, Accountancy
Spring Hill Realty Partners October 2011 - Present
Self-employed 2009 - 2012
AEGON USA Investment Management December 2009 - June 2011
TA Associates Realty May 2006 - August 2009
The Boston Company Asset Management, LLC 1997 - 2006
Skills
REIT, Financial Modeling, Mutual Funds, Microsoft Excel, Alternative Investments, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Investments, Budgets, Due Diligence, Hedge Funds, Asset Managment, Internal Controls, Valuation, Strategic Planning, Financial Accounting, Portfolio Management, SEC filings, Strategic Financial..., Securities, Equities, Accounting, Mergers, Financial Services, US GAAP, Auditing, GAAP, Asset Management, Forecasting
Education
Bentley University 1977 — 1980
BS, Accountancy
Ashley Deerberg's AEGON USA Investment Management Experience June 2009 - November 2010
Job Senior Accountant at AEGON
Industry Accounting
Experience
AEGON USA Realty Advisors September 2014 - Present
AEGON USA Realty Advisors November 2010 - September 2014
AEGON USA Investment Management June 2009 - November 2010
Mount Mercy College March 2007 - May 2009
Collins Community Credit Union August 2007 - June 2008
Skills
Job Costing, Accounts Receivable, Sales & Use Tax..., Account Reconciliation, Accounting, Yardi Voyager, Training, Accounts Payable, GAAP, General Ledger, Financial Reporting, IFRS, Financial Accounting, Financial Analysis, Internal Controls
Education
Mount Mercy College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Major in Accounting, Minor in Finance
AEGON USA Realty Advisors September 2014 - Present
AEGON USA Realty Advisors November 2010 - September 2014
AEGON USA Investment Management June 2009 - November 2010
Mount Mercy College March 2007 - May 2009
Collins Community Credit Union August 2007 - June 2008
Skills
Job Costing, Accounts Receivable, Sales & Use Tax..., Account Reconciliation, Accounting, Yardi Voyager, Training, Accounts Payable, GAAP, General Ledger, Financial Reporting, IFRS, Financial Accounting, Financial Analysis, Internal Controls
Education
Mount Mercy College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Major in Accounting, Minor in Finance
Karen Hufnagel's AEGON USA Investment Management Experience January 2011 - February 2015
Job Chief Administrative Officer, SVP at Aegon USA Investment Management LLC
Industry Financial Services
Experience
Aegon USA Investment Management LLC February 2015 - Present
AEGON USA Investment Management January 2011 - February 2015
AEGON USA 1984 - 2009
Skills
Risk Management, Insurance, Asset Management, Investments, Financial Services, Process Improvement, Financial Analysis, Portfolio Management, Business Analysis, Derivatives, Change Management, Strategic Planning
Education
Harvard Business School 2009 — 2009
Executive Education Program
Bellarmine University 1985 — 1989
Master of Business Administration (MBA), Economics, Finance
Bellarmine University 1981 — 1984
BA, Accounting, MIS
Aegon USA Investment Management LLC February 2015 - Present
AEGON USA Investment Management January 2011 - February 2015
AEGON USA 1984 - 2009
Skills
Risk Management, Insurance, Asset Management, Investments, Financial Services, Process Improvement, Financial Analysis, Portfolio Management, Business Analysis, Derivatives, Change Management, Strategic Planning
Education
Harvard Business School 2009 — 2009
Executive Education Program
Bellarmine University 1985 — 1989
Master of Business Administration (MBA), Economics, Finance
Bellarmine University 1981 — 1984
BA, Accounting, MIS
Julie Schoening's AEGON USA Investment Management Experience 2001 - 2003
Job Portfolio Manager, Emerging Markets Debt at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2010 - Present
Deephaven Capital Management January 2007 - March 2009
Principal Global Investors 2003 - 2007
AEGON USA Investment Management 2001 - 2003
The Chase Manhattan Bank 1997 - 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Bloomberg, Economics, Financial Analysis, Alternative Investments, Global Macro
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Carleton College
BA, Mathematics
The Brearley School
UBS Global Asset Management 2010 - Present
Deephaven Capital Management January 2007 - March 2009
Principal Global Investors 2003 - 2007
AEGON USA Investment Management 2001 - 2003
The Chase Manhattan Bank 1997 - 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Bloomberg, Economics, Financial Analysis, Alternative Investments, Global Macro
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Carleton College
BA, Mathematics
The Brearley School
Jeremy Mead, CFA, CRPC's AEGON USA Investment Management Experience January 2008 - July 2010
Job Chief Investment Officer, World Trend Financial
Industry Financial Services
Experience
World Trend Financial July 2010 - Present
AEGON USA Investment Management January 2008 - July 2010
AEGON USA Investment Management 2003 - 2007
Skills
Portfolio Management, Investments, Fixed Income, Actuarial Science, Capital Markets, Mutual Funds, Bonds, Retirement Planning, Financial Management..., Investment Advisory, College Savings Plans, Asset Allocation
Education
Louisiana Tech University 1990 — 1994
BS, Mathematics
World Trend Financial July 2010 - Present
AEGON USA Investment Management January 2008 - July 2010
AEGON USA Investment Management 2003 - 2007
Skills
Portfolio Management, Investments, Fixed Income, Actuarial Science, Capital Markets, Mutual Funds, Bonds, Retirement Planning, Financial Management..., Investment Advisory, College Savings Plans, Asset Allocation
Education
Louisiana Tech University 1990 — 1994
BS, Mathematics
Katrina Atieh's AEGON USA Investment Management Experience September 2015 - Present
Job Attorney at AEGON USA Investment Management
Industry Law Practice
Experience
AEGON USA Investment Management September 2015 - Present
Baker Botts LLP July 2012 - August 2015
Kirkland & Ellis LLP October 2011 - July 2012
Custody and Support Assistance Clinic August 2009 - May 2011
Kirkland & Ellis LLP May 2010 - July 2010
Education
University of Pennsylvania 2008 — 2011
J.D.
University of Maryland College Park 2004 — 2008
B.S., Biology
AEGON USA Investment Management September 2015 - Present
Baker Botts LLP July 2012 - August 2015
Kirkland & Ellis LLP October 2011 - July 2012
Custody and Support Assistance Clinic August 2009 - May 2011
Kirkland & Ellis LLP May 2010 - July 2010
Education
University of Pennsylvania 2008 — 2011
J.D.
University of Maryland College Park 2004 — 2008
B.S., Biology
Guannan Zha's AEGON USA Investment Management Experience January 2013 - Present
Job Risk Analyst at AEGON USA Investment Management
Industry Investment Management
Experience
AEGON USA Investment Management January 2013 - Present
AEGON Americas March 2012 - January 2013
PricewaterhouseCoopers June 2011 - July 2011
Aviva-Cofco Life Insurance Company January 2009 - February 2009
The People's Insurance Company of China July 2008 - August 2008
Education
University of Iowa 2010 — 2012
MS, Actuarial Science
Hunan University 2005 — 2009
BS, Actuarial Science
AEGON USA Investment Management January 2013 - Present
AEGON Americas March 2012 - January 2013
PricewaterhouseCoopers June 2011 - July 2011
Aviva-Cofco Life Insurance Company January 2009 - February 2009
The People's Insurance Company of China July 2008 - August 2008
Education
University of Iowa 2010 — 2012
MS, Actuarial Science
Hunan University 2005 — 2009
BS, Actuarial Science
Renee Montz's AEGON USA Investment Management Experience 2004 - 2011
Job Deputy General Counsel at American Equity
Industry Insurance
Experience
American Equity June 2014 - Present
AEGON USA Investment Management, LLC January 2012 - June 2014
AEGON USA Investment Management 2004 - 2011
Mayer Brown 2000 - 2004
Skills
Privacy Law, Legal Writing, Employment Law, Legal Research, Intellectual Property, Mediation, FINRA, Litigation, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Securities Regulation, Civil Litigation
Education
University of Iowa College of Law 1993 — 1996
JD
Iowa State University 1989 — 1993
BA
American Equity June 2014 - Present
AEGON USA Investment Management, LLC January 2012 - June 2014
AEGON USA Investment Management 2004 - 2011
Mayer Brown 2000 - 2004
Skills
Privacy Law, Legal Writing, Employment Law, Legal Research, Intellectual Property, Mediation, FINRA, Litigation, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Securities Regulation, Civil Litigation
Education
University of Iowa College of Law 1993 — 1996
JD
Iowa State University 1989 — 1993
BA
Sean Monaghan's AEGON USA Investment Management Experience April 2012 - Present
Job Business Unit General Counsel
Industry Investment Management
Experience
AEGON USA Investment Management April 2012 - Present
Aviva Investors 2006 - April 2012
AmerUs Group 1999 - 2006
Skills
Corporate Law, Corporate Governance, General Corporate...
Education
Emory University School of Law 1996 — 1999
JD, Law
University of South Carolina-Columbia 1993 — 1996
M.A., International Relations
University of Bamberg 1994 — 1995
Graduate Student Exchange Program
University of South Carolina Upstate 1989 — 1993
B.A., Political Science
Georgetown University 1992 — 1992
Institute of Comparative Political and Economic Systems
AEGON USA Investment Management April 2012 - Present
Aviva Investors 2006 - April 2012
AmerUs Group 1999 - 2006
Skills
Corporate Law, Corporate Governance, General Corporate...
Education
Emory University School of Law 1996 — 1999
JD, Law
University of South Carolina-Columbia 1993 — 1996
M.A., International Relations
University of Bamberg 1994 — 1995
Graduate Student Exchange Program
University of South Carolina Upstate 1989 — 1993
B.A., Political Science
Georgetown University 1992 — 1992
Institute of Comparative Political and Economic Systems
Matt Buchanan, CFA's AEGON USA Investment Management Experience May 2012 - Present
Job Portfolio Manager at AEGON USA Investment Management
Industry Financial Services
Experience
AEGON USA Investment Management May 2012 - Present
Logan Circle Partners November 2007 - May 2012
Delaware Investments, a member of the Macquarie Group January 2004 - November 2007
Education
Kent State University
The College of Wooster
AEGON USA Investment Management May 2012 - Present
Logan Circle Partners November 2007 - May 2012
Delaware Investments, a member of the Macquarie Group January 2004 - November 2007
Education
Kent State University
The College of Wooster