AEGON USA Investment Management LLC
Description
Address: 4333 Edgewood Rd NE, Cedar Rapids, IA 52499 Hours: Closed ⋅ Opens 8AM Wednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 234-6862Website: 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. : 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 LLC Employees
Employee
Years
Job
Industry
Alexander A. Polzin, CPA Alexander A. Polzin, CPA's AEGON USA Investment Management LLC Experience June 2010 - May 2012
Job CPA
Industry Accounting
Experience
Woollums CPA PC January 2015 - Present
Spatial Corp March 2013 - August 2014
AEGON USA Investment Management, LLC June 2010 - May 2012
AEGON Americas May 2009 - August 2009
Skills
CPA, GAAP, General Ledger, Fixed Assets, Account Reconciliation, Accounting, Variance Analysis, Accounts Payable
Education
University of Iowa 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Dowling
Woollums CPA PC January 2015 - Present
Spatial Corp March 2013 - August 2014
AEGON USA Investment Management, LLC June 2010 - May 2012
AEGON Americas May 2009 - August 2009
Skills
CPA, GAAP, General Ledger, Fixed Assets, Account Reconciliation, Accounting, Variance Analysis, Accounts Payable
Education
University of Iowa 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Dowling
Christopher Pahlke, CFA Christopher Pahlke, CFA's AEGON USA Investment Management LLC Experience February 2005 - Present
Job Director, Private Corporate Finance at AEGON USA Investment Management, LLC
Industry Investment Management
Experience
AEGON USA Investment Management, LLC February 2005 - Present
OneAmerica September 1982 - November 2004
Skills
Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Credit, Bonds, Financial Modeling, Portfolio Management, Negotiation, Restructuring, Investments, Valuation, Asset Management, Private Placements, Business Strategy, Economics, Mergers & Acquisitions, Credit Analysis, Financial Structuring, Project Finance, Investment Management, Loans, Investment Strategies, Insurance, Fixed Income, Relationship Management, Securities, Alternative Investments, Asset Allocation, Structured Finance, Bloomberg, Equities, Derivatives, Institutional..., Leveraged Finance, Equity Research, High Yield, Mutual Funds, Hedge Funds, Investment Banking, Financial Markets, Private Equity, Investment Advisory, Financial Risk, Structured Products, Trading, Chartered Financial..., Risk Management, Underwriting, Real Estate Economics
Education
Indiana University - Kelley School of Business 1978 — 1982
B.S., Finance, Economics, Accounting
AEGON USA Investment Management, LLC February 2005 - Present
OneAmerica September 1982 - November 2004
Skills
Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Credit, Bonds, Financial Modeling, Portfolio Management, Negotiation, Restructuring, Investments, Valuation, Asset Management, Private Placements, Business Strategy, Economics, Mergers & Acquisitions, Credit Analysis, Financial Structuring, Project Finance, Investment Management, Loans, Investment Strategies, Insurance, Fixed Income, Relationship Management, Securities, Alternative Investments, Asset Allocation, Structured Finance, Bloomberg, Equities, Derivatives, Institutional..., Leveraged Finance, Equity Research, High Yield, Mutual Funds, Hedge Funds, Investment Banking, Financial Markets, Private Equity, Investment Advisory, Financial Risk, Structured Products, Trading, Chartered Financial..., Risk Management, Underwriting, Real Estate Economics
Education
Indiana University - Kelley School of Business 1978 — 1982
B.S., Finance, Economics, Accounting
Rachel Bockenstedt Rachel Bockenstedt's AEGON USA Investment Management LLC Experience August 2007 - May 2008
Job Rodan+Fields Independent Consultant
Industry Cosmetics
Experience
Rodan and Fields April 2014 - Present
Logan's Roadhouse September 2012 - July 2015
Allstate Insurance June 2008 - September 2012
AEGON USA Investment Management, LLC August 2007 - May 2008
AEGON USA Investment Management, LLC May 2006 - May 2007
Skills
Strategic Financial..., Finance, Portfolio Management, Business Planning, Relationship Management, Process Improvement, Securities, Insurance, Data Analysis, Employee Benefits, Microsoft Excel, Financial Modeling, Strategic Planning, Mutual Funds, Analysis, Asset Management, Risk Management, Cross-functional Team..., Accounting, Financial Analysis, Retirement Planning, Banking, Access, Auditing, Leadership, Investments, Life Insurance, Budgets, Management, Capital Markets, Internal Controls, Financial Reporting, Underwriting, Fixed Income, Financial Planning
Education
University of Iowa 2004 — 2008
BBA and BA, Finance and Piano Performance
West Delaware
Rodan and Fields April 2014 - Present
Logan's Roadhouse September 2012 - July 2015
Allstate Insurance June 2008 - September 2012
AEGON USA Investment Management, LLC August 2007 - May 2008
AEGON USA Investment Management, LLC May 2006 - May 2007
Skills
Strategic Financial..., Finance, Portfolio Management, Business Planning, Relationship Management, Process Improvement, Securities, Insurance, Data Analysis, Employee Benefits, Microsoft Excel, Financial Modeling, Strategic Planning, Mutual Funds, Analysis, Asset Management, Risk Management, Cross-functional Team..., Accounting, Financial Analysis, Retirement Planning, Banking, Access, Auditing, Leadership, Investments, Life Insurance, Budgets, Management, Capital Markets, Internal Controls, Financial Reporting, Underwriting, Fixed Income, Financial Planning
Education
University of Iowa 2004 — 2008
BBA and BA, Finance and Piano Performance
West Delaware
Neil Joss Neil Joss's AEGON USA Investment Management LLC Experience August 2000 - June 2015
Job Trust Investment Officer at MidWestOne Bank
Industry Investment Management
Experience
MidWestOne Bank June 2015 - Present
AEGON USA Investment Management LLC August 2000 - June 2015
Skills
Financial Analysis, Investments, Portfolio Management, Asset Management, Fixed Income, Risk Management, Finance, Insurance
Education
University of Iowa 2011 — 2015
Master of Business Administration (M.B.A.)
University of Iowa 1991 — 1995
Bachelor’s Degree, Finance
MidWestOne Bank June 2015 - Present
AEGON USA Investment Management LLC August 2000 - June 2015
Skills
Financial Analysis, Investments, Portfolio Management, Asset Management, Fixed Income, Risk Management, Finance, Insurance
Education
University of Iowa 2011 — 2015
Master of Business Administration (M.B.A.)
University of Iowa 1991 — 1995
Bachelor’s Degree, Finance
Tracy Cassidy Tracy Cassidy's AEGON USA Investment Management LLC Experience March 2013 - September 2014
Job Corporate Practice Attorney
Industry Legal Services
Experience
Winston & Strawn LLP October 2014 - June 2015
AEGON USA Investment Management, LLC March 2013 - September 2014
Aegon USA Investment Management, LLC July 2010 - March 2013
Winston & Strawn LLP December 2003 - July 2010
Winston & Strawn LLP 1998 - 2003
Akita City Board of Education, Japan August 1995 - August 1997
Skills
Legal Writing, Legal Advice, Securities Regulation, Legal Compliance, Contract Law, Securities, ERISA, Corporate Law, Litigation Management, Litigation, Corporate Governance, Legal Research
Education
Chicago Kent College of Law 1999 — 2002
Doctor of Law (J.D.), Law
University of Illinois Springfield 1993 — 1995
Master of Arts (M.A.), Legal Studies
Southern Illinois University, Carbondale 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1992 — 1992
Political Science and Government
Winston & Strawn LLP October 2014 - June 2015
AEGON USA Investment Management, LLC March 2013 - September 2014
Aegon USA Investment Management, LLC July 2010 - March 2013
Winston & Strawn LLP December 2003 - July 2010
Winston & Strawn LLP 1998 - 2003
Akita City Board of Education, Japan August 1995 - August 1997
Skills
Legal Writing, Legal Advice, Securities Regulation, Legal Compliance, Contract Law, Securities, ERISA, Corporate Law, Litigation Management, Litigation, Corporate Governance, Legal Research
Education
Chicago Kent College of Law 1999 — 2002
Doctor of Law (J.D.), Law
University of Illinois Springfield 1993 — 1995
Master of Arts (M.A.), Legal Studies
Southern Illinois University, Carbondale 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1992 — 1992
Political Science and Government
Megan Wickman Megan Wickman's AEGON USA Investment Management LLC Experience July 2012 - August 2014
Job Sr Contract Manager at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins August 2014 - Present
AEGON USA Investment Management LLC July 2012 - August 2014
AEGON USA Realty Advisors, LLC December 2004 - July 2012
Leff Law Firm April 2001 - December 2004
Skills
Risk Management, Analysis, Project Management, Customer Service, Strategic Planning, Property & Casualty..., Health Insurance, Change Management, Underwriting, Business Analysis, Process Improvement, Fellow, Life Management...
Education
University of Iowa 1995 — 2001
Bachelor's degree, Anthropology
Rockwell Collins August 2014 - Present
AEGON USA Investment Management LLC July 2012 - August 2014
AEGON USA Realty Advisors, LLC December 2004 - July 2012
Leff Law Firm April 2001 - December 2004
Skills
Risk Management, Analysis, Project Management, Customer Service, Strategic Planning, Property & Casualty..., Health Insurance, Change Management, Underwriting, Business Analysis, Process Improvement, Fellow, Life Management...
Education
University of Iowa 1995 — 2001
Bachelor's degree, Anthropology
Kristin Krousie's AEGON USA Investment Management LLC Experience 2012 - 2014
Job Experienced Consultant Relations and Asset Management Sales and Marketing Professional
Industry Investment Management
Experience
AEGON USA Investment Management, LLC 2012 - 2014
AEGON USA Investment Management, LLC October 2010 - December 2012
AEGON USA Investment Management, LLC February 2008 - December 2010
AEGON USA Investment Management, LLC February 2007 - February 2008
AEGON USA Investment Management, LLC June 2002 - February 2007
Skills
Competitive Analysis, Investments, Marketing Strategy, Management, Marketing, Project Management, Business Development, Analysis, Financial Analysis, Social Media Marketing, Business Analysis, Insurance, Asset Management, Financial Services, Strategic Planning, Marketing Communications, New Business Development, Portfolio Management, Social Media, Budgets, Public Relations, Team Building, Direct Marketing, Leadership
Education
University of Iowa 1995 — 1998
Economics
Mt. Mercy University 2008 — 2010
MBA
Washington High School
AEGON USA Investment Management, LLC 2012 - 2014
AEGON USA Investment Management, LLC October 2010 - December 2012
AEGON USA Investment Management, LLC February 2008 - December 2010
AEGON USA Investment Management, LLC February 2007 - February 2008
AEGON USA Investment Management, LLC June 2002 - February 2007
Skills
Competitive Analysis, Investments, Marketing Strategy, Management, Marketing, Project Management, Business Development, Analysis, Financial Analysis, Social Media Marketing, Business Analysis, Insurance, Asset Management, Financial Services, Strategic Planning, Marketing Communications, New Business Development, Portfolio Management, Social Media, Budgets, Public Relations, Team Building, Direct Marketing, Leadership
Education
University of Iowa 1995 — 1998
Economics
Mt. Mercy University 2008 — 2010
MBA
Washington High School
Maggie Reeves Maggie Reeves's AEGON USA Investment Management LLC Experience February 2012 - February 2015
Job Financial Analyst at Integrated DNA Technologies
Industry Insurance
Experience
Integrated DNA Technologies February 2015 - Present
Aegon USA Investment Management, LLC February 2012 - February 2015
Transamerica February 2009 - February 2012
Principal Global Investors January 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Microsoft Office, Investments
Education
University of Iowa 2011 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Integrated DNA Technologies February 2015 - Present
Aegon USA Investment Management, LLC February 2012 - February 2015
Transamerica February 2009 - February 2012
Principal Global Investors January 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Microsoft Office, Investments
Education
University of Iowa 2011 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Yilong Huang's AEGON USA Investment Management LLC Experience January 2012 - December 2012
Job Master of Science in Accountancy Candidate University of Notre Dame
Industry Accounting
Experience
Krause Fund August 2012 - December 2012
AEGON USA Investment Management, LLC January 2012 - December 2012
Aviva USA May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, SAS Programming, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master's Degree, Accountancy – Assurance Track
University of Iowa 2009 — 2013
Bachelor's Degree, Accounting and Finance, Highest Distinction
Krause Fund August 2012 - December 2012
AEGON USA Investment Management, LLC January 2012 - December 2012
Aviva USA May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, SAS Programming, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master's Degree, Accountancy – Assurance Track
University of Iowa 2009 — 2013
Bachelor's Degree, Accounting and Finance, Highest Distinction
Tony Hashem MBA, CISSP Tony Hashem MBA, CISSP's AEGON USA Investment Management LLC Experience June 2014 - June 2015
Job IT
Industry Insurance
Experience
National Life Group July 2015 - Present
Aegon USA Investment Management, LLC June 2014 - June 2015
Norwich University November 2013 - May 2014
Holmes Murphy & Associates December 2011 - January 2014
Genworth Financial (Formerly GE Financial Assurance) March 2008 - December 2011
GE Financial Assurance April 2006 - March 2008
GE Financial Assurance February 2004 - April 2006
GE Financial Assurance August 1999 - February 2004
GE Card Services April 1997 - August 1999
Swiss Re March 1995 - April 1997
Skills
Project Management, Six Sigma, Outsourcing, Infrastructure, Offshoring, Document Imaging, Process Automation, Vendor Management, IT Strategy, Process Improvement, Disaster Recovery, SDLC, ETL, Leadership Development, Data Management, Data Analysis, Analytics, Global Sourcing, IT Security Policies, IT Security Operations, Information Security, Data Center, Business Process..., Business Analysis, Servers, Leadership, Business Intelligence, Business Process, ITIL, Security, IT Operations, Strategy, SaaS, Vulnerability Assessment, Software Project..., Systems Analysis, Enterprise Risk..., CISSP, Business Continuity..., Technical Support, Information Security..., IT Service Management, PMP, PMO, Executive Management, Call Centers, Computer Security, Governance, IT Outsourcing, IT Management
Education
Norwich University 2004 — 2006
MBA, Management
St. Francis Xavier University 1987 — 1991
Bachelor of Business, Information Systems
sydney academy 1984 — 1987
National Life Group July 2015 - Present
Aegon USA Investment Management, LLC June 2014 - June 2015
Norwich University November 2013 - May 2014
Holmes Murphy & Associates December 2011 - January 2014
Genworth Financial (Formerly GE Financial Assurance) March 2008 - December 2011
GE Financial Assurance April 2006 - March 2008
GE Financial Assurance February 2004 - April 2006
GE Financial Assurance August 1999 - February 2004
GE Card Services April 1997 - August 1999
Swiss Re March 1995 - April 1997
Skills
Project Management, Six Sigma, Outsourcing, Infrastructure, Offshoring, Document Imaging, Process Automation, Vendor Management, IT Strategy, Process Improvement, Disaster Recovery, SDLC, ETL, Leadership Development, Data Management, Data Analysis, Analytics, Global Sourcing, IT Security Policies, IT Security Operations, Information Security, Data Center, Business Process..., Business Analysis, Servers, Leadership, Business Intelligence, Business Process, ITIL, Security, IT Operations, Strategy, SaaS, Vulnerability Assessment, Software Project..., Systems Analysis, Enterprise Risk..., CISSP, Business Continuity..., Technical Support, Information Security..., IT Service Management, PMP, PMO, Executive Management, Call Centers, Computer Security, Governance, IT Outsourcing, IT Management
Education
Norwich University 2004 — 2006
MBA, Management
St. Francis Xavier University 1987 — 1991
Bachelor of Business, Information Systems
sydney academy 1984 — 1987
David Peden, CFA's AEGON USA Investment Management LLC Experience October 2000 - May 2004
Job CIO at Kentucky Retirement Systems
Industry Investment Management
Experience
Kentucky Retirement Systems January 2014 - Present
Kentucky Retirement Systems March 2009 - December 2013
Hilliard Lyons January 2006 - February 2009
Prisma Capital Partners June 2004 - December 2005
AEGON USA Investment Management LLC October 2000 - May 2004
ARM Financial Group May 1999 - October 2000
Prudential Financial July 1998 - February 1999
Skills
Institutional Portfolio..., Investment manager due..., Asset allocation..., Fixed Income Portfolio..., Fixed Income Trading, Cash Management
Education
University of Louisville 1999 — 2001
MBA
Western Kentucky University 1994 — 1998
B.S., Finance
Kentucky Retirement Systems January 2014 - Present
Kentucky Retirement Systems March 2009 - December 2013
Hilliard Lyons January 2006 - February 2009
Prisma Capital Partners June 2004 - December 2005
AEGON USA Investment Management LLC October 2000 - May 2004
ARM Financial Group May 1999 - October 2000
Prudential Financial July 1998 - February 1999
Skills
Institutional Portfolio..., Investment manager due..., Asset allocation..., Fixed Income Portfolio..., Fixed Income Trading, Cash Management
Education
University of Louisville 1999 — 2001
MBA
Western Kentucky University 1994 — 1998
B.S., Finance
Svetozar Kassev Svetozar Kassev's AEGON USA Investment Management LLC Experience November 2003 - September 2013
Job Sovereign Investment Officer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2013 - Present
AEGON USA Investment Management, LLC November 2003 - September 2013
HNI Corporation July 2003 - November 2003
Skills
Fixed Income, Bloomberg, Investments, Financial Modeling, Capital Markets, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance, Marketing
Liberty Mutual Insurance September 2013 - Present
AEGON USA Investment Management, LLC November 2003 - September 2013
HNI Corporation July 2003 - November 2003
Skills
Fixed Income, Bloomberg, Investments, Financial Modeling, Capital Markets, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance, Marketing
Arnab Sarkar's AEGON USA Investment Management LLC Experience February 2010 - August 2013
Job Derivatives Trader at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
Werner Vetsch Werner Vetsch's AEGON USA Investment Management LLC Experience February 2015 - Present
Job Chief Operating Officer, Aegon USA Investment Management, LLC
Industry Investment Management
Experience
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Drew Kettwick, CFA's AEGON USA Investment Management LLC Experience July 2007 - January 2008
Job
Industry Investment Management
Experience
Wells Fargo Securities August 2009 - Present
Wells Fargo May 2008 - August 2008
AEGON USA Investment Management, LLC July 2007 - January 2008
Skills
Fixed Income Analysis, Credit Derivatives, High Yield, Investments, Credit Analysis, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Investment Banking, Financial Modeling
Education
Iowa State University - College of Business 2004 — 2009
Bachelor of Science, Finance and Accounting
Wells Fargo Securities August 2009 - Present
Wells Fargo May 2008 - August 2008
AEGON USA Investment Management, LLC July 2007 - January 2008
Skills
Fixed Income Analysis, Credit Derivatives, High Yield, Investments, Credit Analysis, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Investment Banking, Financial Modeling
Education
Iowa State University - College of Business 2004 — 2009
Bachelor of Science, Finance and Accounting
David Halfpap, CFA David Halfpap, CFA's AEGON USA Investment Management LLC Experience 2011 - June 2015
Job Board Member, Private Investor
Industry Investment Management
Experience
AEGON USA Investment Management, LLC 2011 - June 2015
AEGON USA Investment Management, LLC 1998 - 2011
Skills
Fixed Income, Portfolio Management, Investment Strategies, Macroeconomics, Asset Managment, Tactical Asset..., Investments, Asset Allocation, Investment Management, Bonds, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Board of Directors
Education
Iowa State University
Bachelor of Science (BS), Accounting
AEGON USA Investment Management, LLC 2011 - June 2015
AEGON USA Investment Management, LLC 1998 - 2011
Skills
Fixed Income, Portfolio Management, Investment Strategies, Macroeconomics, Asset Managment, Tactical Asset..., Investments, Asset Allocation, Investment Management, Bonds, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Board of Directors
Education
Iowa State University
Bachelor of Science (BS), Accounting
Bob Smedley Bob Smedley's AEGON USA Investment Management LLC Experience 1992 - 2012
Job
Industry Investment Management
Experience
Republic Bank May 2015 - Present
AEGON USA Investment Management, LLC 1992 - 2012
National City Bank 1986 - 1992
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Team Building, Negotiation, Marketing, New Business Development, Marketing Strategy, Leadership, Management
Education
Transylvania University 1984 — 1986
Bachelor of Arts (BA), Economics/Business Administration
Republic Bank May 2015 - Present
AEGON USA Investment Management, LLC 1992 - 2012
National City Bank 1986 - 1992
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Team Building, Negotiation, Marketing, New Business Development, Marketing Strategy, Leadership, Management
Education
Transylvania University 1984 — 1986
Bachelor of Arts (BA), Economics/Business Administration
Stacey Jones's AEGON USA Investment Management LLC Experience July 2014 - Present
Job Intermediate Specialist Global Sales & Marketing at Aegon USA Investment Management, LLC
Industry Public Relations and Communications
Experience
Aegon USA Investment Management, LLC July 2014 - Present
Clickstop, Inc. August 2013 - April 2014
Rockwell Collins March 2010 - August 2013
University of Iowa August 2009 - February 2010
Planet Discover August 2008 - April 2009
Mount Mercy College July 2007 - August 2008
Rockwell Collins 2004 - 2007
NRG Media 2000 - 2004
Variety Club of Iowa 1999 - 2001
AdFed 1995 - 1996
Skills
Media Relations, Marketing Communications, Public Relations, Market Research, Strategy, Corporate Communications, Strategic Communications, Project Management, Marketing, Integrated Marketing, Editing, Press Releases, Internal Communications, Brand Management, Microsoft Excel, Corporate Branding, Radio, Sales, Advertising, Leadership, Newsletters, Competitive Analysis, Management, Strategic Planning, Training, Budgets, Marketing Research, Project Planning, Social Media, Public Speaking, Marketing Strategy, Social Media Marketing, Online Marketing
Education
Gonzaga University 2011 — 2013
MA, Communications & Leadership Studies
Mount Mercy College 2006 — 2009
BS, Business, Management, Marketing, and Related Support Services, 3.67
Leadership for Five Seasons 1998 — 1999
Kirkwood Community College 1994 — 1996
AA, Liberall Arts; empahsis in Public Relations
Eureka High School 1980 — 1984
Diploma
Aegon USA Investment Management, LLC July 2014 - Present
Clickstop, Inc. August 2013 - April 2014
Rockwell Collins March 2010 - August 2013
University of Iowa August 2009 - February 2010
Planet Discover August 2008 - April 2009
Mount Mercy College July 2007 - August 2008
Rockwell Collins 2004 - 2007
NRG Media 2000 - 2004
Variety Club of Iowa 1999 - 2001
AdFed 1995 - 1996
Skills
Media Relations, Marketing Communications, Public Relations, Market Research, Strategy, Corporate Communications, Strategic Communications, Project Management, Marketing, Integrated Marketing, Editing, Press Releases, Internal Communications, Brand Management, Microsoft Excel, Corporate Branding, Radio, Sales, Advertising, Leadership, Newsletters, Competitive Analysis, Management, Strategic Planning, Training, Budgets, Marketing Research, Project Planning, Social Media, Public Speaking, Marketing Strategy, Social Media Marketing, Online Marketing
Education
Gonzaga University 2011 — 2013
MA, Communications & Leadership Studies
Mount Mercy College 2006 — 2009
BS, Business, Management, Marketing, and Related Support Services, 3.67
Leadership for Five Seasons 1998 — 1999
Kirkwood Community College 1994 — 1996
AA, Liberall Arts; empahsis in Public Relations
Eureka High School 1980 — 1984
Diploma
Brad Beman Brad Beman's AEGON USA Investment Management LLC Experience August 1987 - January 2015
Job Over 25 years Investment Management & Fixed Income Experience I Leveraged Finance I Building Asset Management Platform
Industry Investment Management
Experience
AEGON USA Investment Management LLC August 1987 - January 2015
Skills
Investments, Asset Managment, Fixed Income, Portfolio Management, Financial Analysis, Mutual Funds, Securities
Education
University of Iowa 1988 — 1991
1991, Masters in Business Administration
University of Northern Iowa 1983 — 1987
Bachelor's degree, Accounting
AEGON USA Investment Management LLC August 1987 - January 2015
Skills
Investments, Asset Managment, Fixed Income, Portfolio Management, Financial Analysis, Mutual Funds, Securities
Education
University of Iowa 1988 — 1991
1991, Masters in Business Administration
University of Northern Iowa 1983 — 1987
Bachelor's degree, Accounting
Derek Thoms Derek Thoms's AEGON USA Investment Management LLC Experience May 2015 - Present
Job High Yield Portfolio Manager at Aegon USA Investment Management LLC
Industry Investment Management
Experience
Aegon USA Investment Management LLC May 2015 - Present
AEGON USA Investment Management LLC June 2013 - April 2015
ESP International October 2012 - June 2013
ESP International November 2010 - October 2012
ESP International July 2010 - December 2010
University of Northern Iowa June 2007 - July 2010
ADM May 2002 - May 2007
Skills
Microsoft Office, Contract Negotiation, Process Improvement, Supply Chain, Purchasing, Supply Chain Management, Budgets, Strategic Planning, Continuous Improvement, Leadership, Global Sourcing, Project Management, Team Leadership, Operations Management, Sales, Management, Customer Service, Marketing Strategy, Inventory Management, Manufacturing, Sales Management, Business Strategy, Negotiation, Supply Management, Strategy, Cross-functional Team..., Logistics, Product Development, Forecasting, Team Building, Competitive Analysis, Six Sigma, Procurement, Business Process...
Education
University of Northern Iowa 1998 — 2002
Economics: Business Analysis
Aegon USA Investment Management LLC May 2015 - Present
AEGON USA Investment Management LLC June 2013 - April 2015
ESP International October 2012 - June 2013
ESP International November 2010 - October 2012
ESP International July 2010 - December 2010
University of Northern Iowa June 2007 - July 2010
ADM May 2002 - May 2007
Skills
Microsoft Office, Contract Negotiation, Process Improvement, Supply Chain, Purchasing, Supply Chain Management, Budgets, Strategic Planning, Continuous Improvement, Leadership, Global Sourcing, Project Management, Team Leadership, Operations Management, Sales, Management, Customer Service, Marketing Strategy, Inventory Management, Manufacturing, Sales Management, Business Strategy, Negotiation, Supply Management, Strategy, Cross-functional Team..., Logistics, Product Development, Forecasting, Team Building, Competitive Analysis, Six Sigma, Procurement, Business Process...
Education
University of Northern Iowa 1998 — 2002
Economics: Business Analysis
Anita L. Young Anita L. Young's AEGON USA Investment Management LLC Experience June 1998 - August 2011
Job Senior Legal Specialist at AEGON USA Investment Management, LLC
Industry Investment Management
Experience
AEGON USA Invesetment Management, LLC September 2011 - Present
AEGON USA Investment Management, LLC June 1998 - August 2011
Amana Refrigeration September 1992 - June 1998
Skills
Microsoft Office, KnowledgeLake, Concur, SharePoint, Workshare Professional, Notary Public, Event Planning, High Level Of...
Education
Boston University School of Law 2015 — 2015
Obtaining Paralegal Certificate, Paralegal
Evangel College 1989 — 1992
AA, Administrative Assistant
Belle Plaine Senior High School, Belle Plaine, IA 1986 — 1989
High School Diploma
AEGON USA Invesetment Management, LLC September 2011 - Present
AEGON USA Investment Management, LLC June 1998 - August 2011
Amana Refrigeration September 1992 - June 1998
Skills
Microsoft Office, KnowledgeLake, Concur, SharePoint, Workshare Professional, Notary Public, Event Planning, High Level Of...
Education
Boston University School of Law 2015 — 2015
Obtaining Paralegal Certificate, Paralegal
Evangel College 1989 — 1992
AA, Administrative Assistant
Belle Plaine Senior High School, Belle Plaine, IA 1986 — 1989
High School Diploma
David Volz David Volz's AEGON USA Investment Management LLC Experience September 2011 - May 2015
Job Lead Financial Analyst
Industry Insurance
Experience
Aegon USA Investment Management, LLC September 2011 - May 2015
Skills
Marketing Strategy, Advertising, Account Management, Marketing, New Business Development, Customer Service, Investments
Education
University of Northern Iowa 1996 — 2000
Bachelor of Arts (BA), Finance
Aegon USA Investment Management, LLC September 2011 - May 2015
Skills
Marketing Strategy, Advertising, Account Management, Marketing, New Business Development, Customer Service, Investments
Education
University of Northern Iowa 1996 — 2000
Bachelor of Arts (BA), Finance
Pamela Koch's AEGON USA Investment Management LLC Experience 2009 - 2012
Job Product Contract Group Manager at Allianz Life Insurance Company of North America
Industry Insurance
Experience
Allianz Life Insurance Company of North America 2012 - Present
AEGON USA Investment Management, LLC 2009 - 2012
Thrivent Financial for Lutherans 2001 - 2009
Kendall Hunt Publishing Company 2002 - 2005
Thomson Reuters Westlaw 1998 - 2001
MN Office of Lawyers Professional Responsibility 1997 - 1998
MN Office of the Revisor of Statutes 1994 - 1995
St. Cloud State University Centre for British Studies 1993 - 1994
Skills
Investments, Mutual Funds, Risk Management, Portfolio Management, Insurance, Financial Risk, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Finance, Management, Financial Modeling, Securities, Internal Audit, Financial Services, Asset Allocation, Accounting, Financial Analysis, Life Insurance
Education
St. Cloud State University
BA, English & Philosophy
William Mitchell College of Law
JD, Law
Allianz Life Insurance Company of North America 2012 - Present
AEGON USA Investment Management, LLC 2009 - 2012
Thrivent Financial for Lutherans 2001 - 2009
Kendall Hunt Publishing Company 2002 - 2005
Thomson Reuters Westlaw 1998 - 2001
MN Office of Lawyers Professional Responsibility 1997 - 1998
MN Office of the Revisor of Statutes 1994 - 1995
St. Cloud State University Centre for British Studies 1993 - 1994
Skills
Investments, Mutual Funds, Risk Management, Portfolio Management, Insurance, Financial Risk, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Finance, Management, Financial Modeling, Securities, Internal Audit, Financial Services, Asset Allocation, Accounting, Financial Analysis, Life Insurance
Education
St. Cloud State University
BA, English & Philosophy
William Mitchell College of Law
JD, Law
drew washburn's AEGON USA Investment Management LLC Experience 1978 - 1997
Job Secretary Treasurer Managing Partner at Crown Energy, Inc.
Industry Oil & Energy
Experience
Washburn and Associates June 2014 - Present
JRW Energy Inc. January 2006 - Present
Crown Energy, Inc. August 2011 - June 2014
Investment consulting 1989 - 2011
AEGON USA Investment Management, LLC 1978 - 1997
Skills
Investments, Strategic Planning, Transportation, Contract Negotiation, Team Building, Sales Management, Portfolio Management, Business Planning, Negotiation, New Business Development, Risk Management, Management Consulting, Asset Allocation, Real Estate, Start-ups, Energy, Investment Management
Education
Coe College 1976 — 1978
Bachelor of Business Administration (BBA), Finance and Investments
Luther College 1971 — 1973
Business Administration, Management and Operations
JFK High School
Washburn and Associates June 2014 - Present
JRW Energy Inc. January 2006 - Present
Crown Energy, Inc. August 2011 - June 2014
Investment consulting 1989 - 2011
AEGON USA Investment Management, LLC 1978 - 1997
Skills
Investments, Strategic Planning, Transportation, Contract Negotiation, Team Building, Sales Management, Portfolio Management, Business Planning, Negotiation, New Business Development, Risk Management, Management Consulting, Asset Allocation, Real Estate, Start-ups, Energy, Investment Management
Education
Coe College 1976 — 1978
Bachelor of Business Administration (BBA), Finance and Investments
Luther College 1971 — 1973
Business Administration, Management and Operations
JFK High School
James Mautino's AEGON USA Investment Management LLC Experience January 2014 - Present
Job CCO at Aegon USA Investment Management, LLC
Industry Financial Services
Experience
Aegon USA Investment Management, LLC January 2014 - Present
Fifth Third Asset Management, Inc. August 2005 - January 2014
State Street 1995 - 2005
Education
Rockhurst University
Master of Business Administration (MBA)
Missouri State University 1986 — 1990
Aegon USA Investment Management, LLC January 2014 - Present
Fifth Third Asset Management, Inc. August 2005 - January 2014
State Street 1995 - 2005
Education
Rockhurst University
Master of Business Administration (MBA)
Missouri State University 1986 — 1990
Kerry Patrick's AEGON USA Investment Management LLC Experience February 2006 - September 2012
Job Applications Developer at Materials Management Microsystems
Industry Information Technology and Services
Experience
Materials Management Microsystems December 2013 - Present
CompleWare Corporation September 2012 - December 2013
AEGON USA Investment Management, LLC February 2006 - September 2012
The AdTrack Corporation April 2002 - February 2006
AEON 1999 - 2000
Skills
C#, WCF, ASP.NET, SQL, SSIS, .NET, jQuery, Microsoft SQL Server, SSRS, XML, Visual Studio, Web Services, SDLC, VB.NET, T-SQL, TDD, BDD, SSAS 2008, Microsoft Office..., Test Driven Development, SOA, WPF, Databases, ASP.NET MVC, ADO.NET, TFS, CSS, Unit Testing, HTML, NUnit
Education
Gonzaga University 1994 — 1998
Bachelor, English
Materials Management Microsystems December 2013 - Present
CompleWare Corporation September 2012 - December 2013
AEGON USA Investment Management, LLC February 2006 - September 2012
The AdTrack Corporation April 2002 - February 2006
AEON 1999 - 2000
Skills
C#, WCF, ASP.NET, SQL, SSIS, .NET, jQuery, Microsoft SQL Server, SSRS, XML, Visual Studio, Web Services, SDLC, VB.NET, T-SQL, TDD, BDD, SSAS 2008, Microsoft Office..., Test Driven Development, SOA, WPF, Databases, ASP.NET MVC, ADO.NET, TFS, CSS, Unit Testing, HTML, NUnit
Education
Gonzaga University 1994 — 1998
Bachelor, English
Sharon Steele's AEGON USA Investment Management LLC Experience April 2009 - May 2011
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo Merchant Services May 2011 - Present
AEGON USA Investment Management, LLC April 2009 - May 2011
QCI January 2005 - April 2009
American Enterprise December 2007 - November 2008
Principal Financial Group August 2007 - October 2007
Wells Fargo January 2006 - August 2007
Pioneer Hi-Bred International, Inc. January 2005 - December 2005
McLeodUSA 1996 - 2005
Skills
Requirements Gathering, SDLC, Business Process, Requirements Analysis, Business Requirements, Business Analysis, Software Documentation, SharePoint
Education
Kirkwood Community College
Associate of Arts, Liberal Arts
Mount Mercy University
Bachelor of Science, Business with a minor in Finance
Wells Fargo Merchant Services May 2011 - Present
AEGON USA Investment Management, LLC April 2009 - May 2011
QCI January 2005 - April 2009
American Enterprise December 2007 - November 2008
Principal Financial Group August 2007 - October 2007
Wells Fargo January 2006 - August 2007
Pioneer Hi-Bred International, Inc. January 2005 - December 2005
McLeodUSA 1996 - 2005
Skills
Requirements Gathering, SDLC, Business Process, Requirements Analysis, Business Requirements, Business Analysis, Software Documentation, SharePoint
Education
Kirkwood Community College
Associate of Arts, Liberal Arts
Mount Mercy University
Bachelor of Science, Business with a minor in Finance
Byron Tabor's AEGON USA Investment Management LLC Experience 2000 - Present
Job Programmer Analyst at AEGON
Industry Investment Management
Experience
AEGON December 2000 - Present
AEGON USA Investment Management, LLC 2000 - Present
Skills
SDLC, Requirements Analysis, Data Analysis, Business Analysis, IBM Utilities, Application Lifecycle..., Requirements Gathering, SQL, Business Objects
Education
University of Iowa 1978 — 1982
AEGON December 2000 - Present
AEGON USA Investment Management, LLC 2000 - Present
Skills
SDLC, Requirements Analysis, Data Analysis, Business Analysis, IBM Utilities, Application Lifecycle..., Requirements Gathering, SQL, Business Objects
Education
University of Iowa 1978 — 1982
Nathan Read's AEGON USA Investment Management LLC Experience July 2012 - Present
Job Assistant General Counsel at AEGON USA Investment Management, LLC
Industry Law Practice
Experience
AEGON USA Investment Management, LLC July 2012 - Present
Latham & Watkins December 2008 - July 2012
Skills
Corporate Law, Legal Research, Commercial Litigation, Civil Litigation, Appeals, Securities Regulation, Litigation, Business Litigation, Bankruptcy, Class Actions, Courts, Joint Ventures, Arbitration, Product Liability, International Law, Intellectual Property, Legal Writing
Education
University of Virginia School of Law 1998 — 2001
Georgetown University
BA, History
AEGON USA Investment Management, LLC July 2012 - Present
Latham & Watkins December 2008 - July 2012
Skills
Corporate Law, Legal Research, Commercial Litigation, Civil Litigation, Appeals, Securities Regulation, Litigation, Business Litigation, Bankruptcy, Class Actions, Courts, Joint Ventures, Arbitration, Product Liability, International Law, Intellectual Property, Legal Writing
Education
University of Virginia School of Law 1998 — 2001
Georgetown University
BA, History
Chad Diefenderfer, CFA's AEGON USA Investment Management LLC Experience September 2011 - Present
Job Senior Portfolio Risk Analyst at AEGON Asset Management
Industry Investment Management
Experience
Aegon USA Investment Management, LLC September 2011 - Present
Armstrong Wealth Management Group November 2009 - September 2011
Wabtec Corporation May 2007 - November 2009
AEGON September 2005 - May 2007
Education
University of Iowa
Bachelor of Science, Political Science
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA) - in progress
Aegon USA Investment Management, LLC September 2011 - Present
Armstrong Wealth Management Group November 2009 - September 2011
Wabtec Corporation May 2007 - November 2009
AEGON September 2005 - May 2007
Education
University of Iowa
Bachelor of Science, Political Science
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA) - in progress
Anthony DeVicaris's AEGON USA Investment Management LLC Experience July 2012 - Present
Job Senior Director Institutional Markets at AEGON USA Investment Management, LLC
Industry Financial Services
Experience
AEGON USA Investment Management, LLC July 2012 - Present
Bennett Lawrence Management, LLC November 2011 - July 2012
PENN Capital Management June 2003 - December 2011
Delaware Investments, a member of the Macquarie Group July 1998 - June 2003
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Financial Analysis, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63
Education
Kutztown University of Pennsylvania 1993 — 1998
BSBA, Finance
AEGON USA Investment Management, LLC July 2012 - Present
Bennett Lawrence Management, LLC November 2011 - July 2012
PENN Capital Management June 2003 - December 2011
Delaware Investments, a member of the Macquarie Group July 1998 - June 2003
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Financial Analysis, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63
Education
Kutztown University of Pennsylvania 1993 — 1998
BSBA, Finance
Kathy Dunne's AEGON USA Investment Management LLC Experience September 2011 - Present
Job Third Party Asset Management Market Specialist at AEGON USA Investment Management, LLC
Industry Financial Services
Experience
AEGON USA Investment Management, LLC September 2011 - Present
Aegon USA Investment Management, LLC August 2004 - September 2011
Aegon USA Investment Management, LLC August 1999 - August 2004
Thomas F. White & Co. Inc April 1998 - August 1999
AEGON USA Securities, Inc May 1994 - March 1998
Securities Corporation of Iowa October 1987 - May 1994
Skills
Fixed Income, Risk Management, Insurance, Investments, Securities, Problem Solving, Customer Relations, Supervisory Skills, Advertising, Compliance, Mutual Funds, Bonds, FINRA, Series 7, Team Building, Risk, Writing, Product Marketing, SEC compliance, Business Documentation, Equities, Options, Asset Management, Portfolio Management, Trading, Series 24, Series 63, Asset Allocation, Management, Financial Risk, Mergers & Acquisitions, Customer Service, Investment Advisory
Education
Mount Mercy College 2004 — 2007
BS, Business Administration
Wharton Business College at the University of Pennsylvania 1996 — 1998
Certificate, SII Executive Program
Kaplan University (fka Hamilton Business College) 1983 — 1985
Accounting Diploma, Accounting and Finance
NASD Securities Licenses
7, 63, and 24
AEGON USA Investment Management, LLC September 2011 - Present
Aegon USA Investment Management, LLC August 2004 - September 2011
Aegon USA Investment Management, LLC August 1999 - August 2004
Thomas F. White & Co. Inc April 1998 - August 1999
AEGON USA Securities, Inc May 1994 - March 1998
Securities Corporation of Iowa October 1987 - May 1994
Skills
Fixed Income, Risk Management, Insurance, Investments, Securities, Problem Solving, Customer Relations, Supervisory Skills, Advertising, Compliance, Mutual Funds, Bonds, FINRA, Series 7, Team Building, Risk, Writing, Product Marketing, SEC compliance, Business Documentation, Equities, Options, Asset Management, Portfolio Management, Trading, Series 24, Series 63, Asset Allocation, Management, Financial Risk, Mergers & Acquisitions, Customer Service, Investment Advisory
Education
Mount Mercy College 2004 — 2007
BS, Business Administration
Wharton Business College at the University of Pennsylvania 1996 — 1998
Certificate, SII Executive Program
Kaplan University (fka Hamilton Business College) 1983 — 1985
Accounting Diploma, Accounting and Finance
NASD Securities Licenses
7, 63, and 24
Kayla Kremer's AEGON USA Investment Management LLC Experience January 2015 - Present
Job Structured Finance Analyst at Aegon USA Investment Management, LLC
Industry Financial Services
Experience
Aegon USA Investment Management, LLC January 2015 - Present
Aegon USA Investment Management, LLC July 2013 - January 2015
Aegon USA Investment Management, LLC January 2013 - July 2013
Aegon USA Investment Management, LLC May 2011 - January 2013
MidWestOne Bank December 2007 - May 2011
Aegon USA Investment Management, LLC January 2010 - January 2011
J&P Cycles June 2007 - June 2010
Flash! Digital Portraits August 2007 - November 2007
Grandma's Kitchen November 2003 - March 2006
Skills
Accounting, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Data Analysis, Insurance, Customer Service, Social Media, BlackRock Aladdin, PAM for Securities, Murex, Fixed Income, Data Management, Multi Tasking
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Undergraduate, Finance, Economics
Monticello High School
Aegon USA Investment Management, LLC January 2015 - Present
Aegon USA Investment Management, LLC July 2013 - January 2015
Aegon USA Investment Management, LLC January 2013 - July 2013
Aegon USA Investment Management, LLC May 2011 - January 2013
MidWestOne Bank December 2007 - May 2011
Aegon USA Investment Management, LLC January 2010 - January 2011
J&P Cycles June 2007 - June 2010
Flash! Digital Portraits August 2007 - November 2007
Grandma's Kitchen November 2003 - March 2006
Skills
Accounting, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Data Analysis, Insurance, Customer Service, Social Media, BlackRock Aladdin, PAM for Securities, Murex, Fixed Income, Data Management, Multi Tasking
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Undergraduate, Finance, Economics
Monticello High School
Kim Bormann's AEGON USA Investment Management LLC Experience 2011 - May 2014
Job Special Projects/Reporting Analyst at Aegon USA Investment MGT LLC
Industry Insurance
Experience
Aegon USA Investment MGT LLC March 2015 - Present
Transamerica May 2014 - March 2015
Aegon USA Investment Management, LLC 2011 - May 2014
Aegon USA Investment Managment, LLC 2010 - 2011
Aegon USA Investment Management, LLC 2004 - 2010
Education
University of Northern Iowa 1999 — 2001
Bachelor's Degree, Finance
Aegon USA Investment MGT LLC March 2015 - Present
Transamerica May 2014 - March 2015
Aegon USA Investment Management, LLC 2011 - May 2014
Aegon USA Investment Managment, LLC 2010 - 2011
Aegon USA Investment Management, LLC 2004 - 2010
Education
University of Northern Iowa 1999 — 2001
Bachelor's Degree, Finance
Rose Melchert Sesker's AEGON USA Investment Management LLC Experience 1997 - September 2010
Job Lead Data Governance Analyst at AEGON Americas
Industry Financial Services
Experience
AEGON Americas October 2014 - Present
Athene Annuity & Life Assurance Company October 2013 - October 2014
Aviva Investors September 2010 - October 2013
AEGON USA Investment Management, LLC 1997 - September 2010
Knights of Columbus 1990 - November 1997
Education
St. Ambrose University 1986 — 1990
AEGON Americas October 2014 - Present
Athene Annuity & Life Assurance Company October 2013 - October 2014
Aviva Investors September 2010 - October 2013
AEGON USA Investment Management, LLC 1997 - September 2010
Knights of Columbus 1990 - November 1997
Education
St. Ambrose University 1986 — 1990
Mary Jane Sheyko's AEGON USA Investment Management LLC Experience 2002 - 2011
Job Business Analyst
Industry Information Technology and Services
Experience
Pearson 2014 - Present
Tek Systems (Windstream Communications) 2013 - 2013
Geonetric 2011 - 2013
AEGON USA Investment Management, LLC 2002 - 2011
WorldCom 2000 - 2002
MCI/WorldCom 1989 - 2000
Information Resources Inc 1987 - 1989
Skills
Analysis, Customer Relations, Solution Development, Customer Service, Usability, RFP, Product Launch, SSRS, Team Leadership, Project Management, Agile Project Management, Cross-functional Team..., Software Documentation, Program Management, Requirements Gathering, Scrum, Product Management, SDLC, Process Improvement, Integration, Business Analysis, Management, MS Project, Agile Methodologies, Requirements Analysis, Vendor Management, Project Portfolio..., Quality Assurance, Visio, PMP, Business Requirements, Software Development, CRM, Software Project...
Education
University of Iowa 1982 — 1986
B.A., Communications Studies
Pearson 2014 - Present
Tek Systems (Windstream Communications) 2013 - 2013
Geonetric 2011 - 2013
AEGON USA Investment Management, LLC 2002 - 2011
WorldCom 2000 - 2002
MCI/WorldCom 1989 - 2000
Information Resources Inc 1987 - 1989
Skills
Analysis, Customer Relations, Solution Development, Customer Service, Usability, RFP, Product Launch, SSRS, Team Leadership, Project Management, Agile Project Management, Cross-functional Team..., Software Documentation, Program Management, Requirements Gathering, Scrum, Product Management, SDLC, Process Improvement, Integration, Business Analysis, Management, MS Project, Agile Methodologies, Requirements Analysis, Vendor Management, Project Portfolio..., Quality Assurance, Visio, PMP, Business Requirements, Software Development, CRM, Software Project...
Education
University of Iowa 1982 — 1986
B.A., Communications Studies
Layce Fillner's AEGON USA Investment Management LLC Experience July 2012 - July 2014
Job Vendor Relationship Manager, EBS at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company July 2014 - Present
AEGON USA Investment Management, LLC July 2012 - July 2014
Cedar Rapids School District September 2011 - July 2012
AEGON July 2006 - September 2011
CUNA Mutual Group August 2003 - June 2006
Grant Thornton LLP September 2000 - August 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Investments, Auditing, Process Improvement, Internal Controls, Insurance, GAAP, Microsoft Excel, Fund Accounting, Budgets, Asset Management, Internal Audit, Enterprise Risk...
Education
University of Northern Colorado 1996 — 2000
Transamerica Life Insurance Company July 2014 - Present
AEGON USA Investment Management, LLC July 2012 - July 2014
Cedar Rapids School District September 2011 - July 2012
AEGON July 2006 - September 2011
CUNA Mutual Group August 2003 - June 2006
Grant Thornton LLP September 2000 - August 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Investments, Auditing, Process Improvement, Internal Controls, Insurance, GAAP, Microsoft Excel, Fund Accounting, Budgets, Asset Management, Internal Audit, Enterprise Risk...
Education
University of Northern Colorado 1996 — 2000
Roxanne Buck's AEGON USA Investment Management LLC Experience July 2000 - July 2009
Job Lead Project Manager at Transamerica Business Services
Industry Financial Services
Experience
Transamerica Business Services September 2015 - Present
Transamerica Life and Protection, a division of AEGON USA July 2009 - September 2015
AEGON USA Investment Management LLC July 2000 - July 2009
Wells Fargo Bank June 1993 - July 2000
Skills
Financial Analysis, Analysis, Auditing, Finance, Management, Banking, Investments, Insurance, Business Analysis, Accounting, Process Improvement, Access, Microsoft Excel, Visio, Financial Services, Financial Reporting
Education
University of Northern Iowa 1990 — 1993
Finance, Banking and Investments
Transamerica Business Services September 2015 - Present
Transamerica Life and Protection, a division of AEGON USA July 2009 - September 2015
AEGON USA Investment Management LLC July 2000 - July 2009
Wells Fargo Bank June 1993 - July 2000
Skills
Financial Analysis, Analysis, Auditing, Finance, Management, Banking, Investments, Insurance, Business Analysis, Accounting, Process Improvement, Access, Microsoft Excel, Visio, Financial Services, Financial Reporting
Education
University of Northern Iowa 1990 — 1993
Finance, Banking and Investments
Chris Galligan's AEGON USA Investment Management LLC Experience September 1983 - Present
Job Senior Compliance Officer at AEGON
Industry Investment Management
Experience
AEGON USA Investment Management, LLC September 1983 - Present
AEGON USA Investment Management, LLC 1985 - 2011
Education
Mount Mercy University 1992 — 1998
BA, Business
AEGON USA Investment Management, LLC September 1983 - Present
AEGON USA Investment Management, LLC 1985 - 2011
Education
Mount Mercy University 1992 — 1998
BA, Business
Karen Hufnagel's AEGON USA Investment Management LLC Experience February 2015 - Present
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
Todd Kellenberger's AEGON USA Investment Management LLC Experience January 2004 - August 2004
Job Real Estate Securities Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2007 - Present
Principal Global Investors January 2006 - July 2007
Wells Fargo Financial May 2005 - August 2005
AEGON USA Investment Management, LLC January 2004 - August 2004
Skills
Valuation, Asset Managment, Equity Research, Financial Modeling, Equities, Investments, Equity Valuation, DCF, Portfolio Management
Education
University of Northern Iowa 2002 — 2005
Bachelor of Arts, Finance
Creighton University 2001 — 2002
Finance, General
Principal Global Investors August 2007 - Present
Principal Global Investors January 2006 - July 2007
Wells Fargo Financial May 2005 - August 2005
AEGON USA Investment Management, LLC January 2004 - August 2004
Skills
Valuation, Asset Managment, Equity Research, Financial Modeling, Equities, Investments, Equity Valuation, DCF, Portfolio Management
Education
University of Northern Iowa 2002 — 2005
Bachelor of Arts, Finance
Creighton University 2001 — 2002
Finance, General
Larina Baird's AEGON USA Investment Management LLC Experience July 2008 - Present
Job Special Projects/Senior Risk Analyst/Manager
Industry Insurance
Experience
AEGON USA Investment Management, LLC July 2008 - Present
AEGON April 2007 - July 2008
AEGON March 2004 - April 2007
Fiserv January 2000 - March 2004
Farm Bureau March 1993 - February 2000
CNA June 1990 - March 1993
Skills
Risk Management, Financial Risk, Financial Modeling, Internal Audit, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Insurance, Financial Analysis, Finance, Financial Reporting, Reinsurance, Actuarial Science, Internal Controls, Analysis, Standards Compliance, Business Process..., Model Validation, Project Management, Credit Risk
Education
Drake University 1993 — 1998
MBA, Business Administration
Drake University 1986 — 1990
BSBA, Actuarial Science
AEGON USA Investment Management, LLC July 2008 - Present
AEGON April 2007 - July 2008
AEGON March 2004 - April 2007
Fiserv January 2000 - March 2004
Farm Bureau March 1993 - February 2000
CNA June 1990 - March 1993
Skills
Risk Management, Financial Risk, Financial Modeling, Internal Audit, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Insurance, Financial Analysis, Finance, Financial Reporting, Reinsurance, Actuarial Science, Internal Controls, Analysis, Standards Compliance, Business Process..., Model Validation, Project Management, Credit Risk
Education
Drake University 1993 — 1998
MBA, Business Administration
Drake University 1986 — 1990
BSBA, Actuarial Science
Osweiler Dustin's AEGON USA Investment Management LLC Experience October 2007 - May 2008
Job Lead Derivative Analyst
Industry Investment Management
Experience
US AEGON Asset Management June 2008 - Present
Aegon June 2008 - Present
AEGON USA Investment Management, LLC October 2007 - May 2008
Education
University of Iowa 2003 — 2007
BBA, Finance, Marketing
Mount Mercy College
Master of Business Administration (MBA)
US AEGON Asset Management June 2008 - Present
Aegon June 2008 - Present
AEGON USA Investment Management, LLC October 2007 - May 2008
Education
University of Iowa 2003 — 2007
BBA, Finance, Marketing
Mount Mercy College
Master of Business Administration (MBA)
Jon D. Kettering, CFA, CPA's AEGON USA Investment Management LLC Experience May 1998 - May 2011
Job Director of Business and Financial Services
Industry Education Management
Experience
The University of Iowa May 2011 - Present
The University Of Iowa August 1998 - Present
AEGON USA Investment Management, LLC. May 1998 - May 2011
AEGON USA Investment Management, LLC August 1992 - May 1998
Skills
Investment Management, Information Technology, Process Improvement, Business Analysis, Risk Management, Financial Modeling, Project Management, Portfolio Management, Data Analysis, Vendor Management, SDLC, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 1977 — 1979
M.B.A., Finance & Economics
Coe College 1982 — 1984
B.A., Accounting
University of Northern Iowa 1972 — 1976
BA, Management & Finance
The University of Iowa May 2011 - Present
The University Of Iowa August 1998 - Present
AEGON USA Investment Management, LLC. May 1998 - May 2011
AEGON USA Investment Management, LLC August 1992 - May 1998
Skills
Investment Management, Information Technology, Process Improvement, Business Analysis, Risk Management, Financial Modeling, Project Management, Portfolio Management, Data Analysis, Vendor Management, SDLC, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 1977 — 1979
M.B.A., Finance & Economics
Coe College 1982 — 1984
B.A., Accounting
University of Northern Iowa 1972 — 1976
BA, Management & Finance
Jessica Cole's AEGON USA Investment Management LLC Experience 2004 - 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
Renee Montz's AEGON USA Investment Management LLC Experience January 2012 - June 2014
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
Jerry Frey's AEGON USA Investment Management LLC Experience 1994 - Present
Job Senior Research Analyst at AEGON USA Investment Management, LLC
Industry Investment Management
Experience
AEGON USA Investment Management, LLC 1994 - Present
Skills
Credit Analysis, Banking, Bonds, Portfolio Management, Bloomberg, Financial Statement..., Investments, Fixed Income Analysis, Fixed Income, Financial Analysis, Financial Modeling, Capital Markets, Asset Managment, Valuation
Education
University of Nebraska-Lincoln 1989 — 1994
MBA, Finance
University of Nebraska at Omaha 1984 — 1988
BSBA, Finance, minor in Economics
AEGON USA Investment Management, LLC 1994 - Present
Skills
Credit Analysis, Banking, Bonds, Portfolio Management, Bloomberg, Financial Statement..., Investments, Fixed Income Analysis, Fixed Income, Financial Analysis, Financial Modeling, Capital Markets, Asset Managment, Valuation
Education
University of Nebraska-Lincoln 1989 — 1994
MBA, Finance
University of Nebraska at Omaha 1984 — 1988
BSBA, Finance, minor in Economics
Jordan Carr's AEGON USA Investment Management LLC Experience February 2013 - December 2013
Job Accountant I at Transamerica
Industry Insurance
Experience
Transamerica June 2014 - Present
The University of Iowa January 2014 - May 2014
AEGON USA Investment Management, LLC February 2013 - December 2013
The University of Iowa Alumni Association May 2012 - January 2013
Skills
Data Entry, Microsoft Excel, Variance Reports, Bloomberg Terminal, Data Analysis, Murex, Derivatives, Microsoft Office, Group Work
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor’s Degree, Finance and Economics
Maquoketa High School
Transamerica June 2014 - Present
The University of Iowa January 2014 - May 2014
AEGON USA Investment Management, LLC February 2013 - December 2013
The University of Iowa Alumni Association May 2012 - January 2013
Skills
Data Entry, Microsoft Excel, Variance Reports, Bloomberg Terminal, Data Analysis, Murex, Derivatives, Microsoft Office, Group Work
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor’s Degree, Finance and Economics
Maquoketa High School