Aquila Group of Funds
Industry: Company
DescriptionParent organization: Aquila Management Corporation
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Aquila Group of Funds Employees
Employee
Years
Job
Industry
Matthew Waters, CIMA Matthew Waters, CIMA's Aquila Group of Funds Experience June 2012 - March 2014
Job Internal Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
Brandon Moody Brandon Moody's Aquila Group of Funds Experience March 2014 - Present
Job Regional Sales Manager at Aquila Group of Funds
Industry Insurance
Experience
Aquila Group of Funds March 2014 - Present
Jefferson National July 2011 - March 2014
Jefferson National November 2010 - July 2011
National City Bank January 2008 - November 2010
Education
University of Kentucky 2003 — 2007
Bachelors, Economics
OCHS
Aquila Group of Funds March 2014 - Present
Jefferson National July 2011 - March 2014
Jefferson National November 2010 - July 2011
National City Bank January 2008 - November 2010
Education
University of Kentucky 2003 — 2007
Bachelors, Economics
OCHS
Pierre Etienne, CFS Pierre Etienne, CFS's Aquila Group of Funds Experience January 2015 - Present
Job Internal Sales Supervisor / Internal Sales Consultant
Industry Investment Management
Experience
Aquila Group of Funds January 2015 - Present
Aquila Group of Funds September 2011 - Present
JPMorgan Chase June 2009 - February 2011
AXA Advisors March 2008 - March 2009
Edmond Chakmakian Law Firm May 2005 - December 2007
Skills
Investments, Mutual Funds, Series 7, Asset Management, Financial Markets, Series 63, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Fixed Income, Customer Relations, Securities, Series 24
Education
Institute of Business & Finance 2012 — 2013
CFS - Certified Fund Specialist
University of Hartford 2001 — 2005
BS, Political Economy
Aquila Group of Funds January 2015 - Present
Aquila Group of Funds September 2011 - Present
JPMorgan Chase June 2009 - February 2011
AXA Advisors March 2008 - March 2009
Edmond Chakmakian Law Firm May 2005 - December 2007
Skills
Investments, Mutual Funds, Series 7, Asset Management, Financial Markets, Series 63, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Fixed Income, Customer Relations, Securities, Series 24
Education
Institute of Business & Finance 2012 — 2013
CFS - Certified Fund Specialist
University of Hartford 2001 — 2005
BS, Political Economy
Candace Roane Candace Roane's Aquila Group of Funds Experience September 2010 - Present
Job VP, Marketing Communications at Aquila Group of Funds
Industry Financial Services
Experience
Aquila Group of Funds September 2010 - Present
Wells Fargo August 2006 - September 2010
Natixis Global Asset Management May 2004 - May 2006
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
Aquila Group of Funds September 2010 - Present
Wells Fargo August 2006 - September 2010
Natixis Global Asset Management May 2004 - May 2006
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
JT Thompson JT Thompson's Aquila Group of Funds Experience October 2009 - Present
Job Portfolio Manager at Aquila Group of Funds
Industry Investment Management
Experience
Aquila Group of Funds October 2009 - Present
Wells Fargo Brokerage Services January 2000 - August 2009
First Security Van Kasper 1998 - 2000
First Security Bank 1991 - 1998
Wedbush Morgan 1985 - 1991
Skills
Portfolio Management, Series 7, Series 63, Financial Analysis, Series 24
Education
California State University-Fullerton 1981 — 1984
Accounting
Aquila Group of Funds October 2009 - Present
Wells Fargo Brokerage Services January 2000 - August 2009
First Security Van Kasper 1998 - 2000
First Security Bank 1991 - 1998
Wedbush Morgan 1985 - 1991
Skills
Portfolio Management, Series 7, Series 63, Financial Analysis, Series 24
Education
California State University-Fullerton 1981 — 1984
Accounting
Rawle Skeete Rawle Skeete's Aquila Group of Funds Experience October 2010 - Present
Job Regional Director at Neuberger Berman
Industry Financial Services
Experience
Aquila Group of Funds October 2010 - Present
Aquila Group of Funds May 2007 - October 2010
BNY Mellon October 2005 - January 2007
SunTrust Bank July 2004 - April 2005
Skills
CRM, Bloomberg, Microsoft Office, Mutual Funds, Meet Deadlines, Business Meetings, Financial Services, Sales, Relationship Marketing, Helping Clients Succeed, Business Relationship...
Education
Oglethorpe University 2000 — 2004
Bachelor of Arts (B.A.), Poltical Economy
Aquila Group of Funds October 2010 - Present
Aquila Group of Funds May 2007 - October 2010
BNY Mellon October 2005 - January 2007
SunTrust Bank July 2004 - April 2005
Skills
CRM, Bloomberg, Microsoft Office, Mutual Funds, Meet Deadlines, Business Meetings, Financial Services, Sales, Relationship Marketing, Helping Clients Succeed, Business Relationship...
Education
Oglethorpe University 2000 — 2004
Bachelor of Arts (B.A.), Poltical Economy
Matthew DiMaggio Matthew DiMaggio's Aquila Group of Funds Experience February 2015 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Aquila Group of Funds February 2015 - Present
The PopStop November 2012 - November 2014
Doc Popcorn Inc October 2011 - December 2012
The College of New Jersey July 2009 - July 2011
The Governor's Office of New Jersey October 2009 - December 2009
Aquila Investment Management May 2005 - August 2009
Hollywood Entertainment Corporation May 2007 - August 2007
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Management
Aquila Group of Funds February 2015 - Present
The PopStop November 2012 - November 2014
Doc Popcorn Inc October 2011 - December 2012
The College of New Jersey July 2009 - July 2011
The Governor's Office of New Jersey October 2009 - December 2009
Aquila Investment Management May 2005 - August 2009
Hollywood Entertainment Corporation May 2007 - August 2007
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Management
Kayleen Willis Kayleen Willis's Aquila Group of Funds Experience January 2002 - Present
Job Regional Sales Manager for the Aquila Group of Funds
Industry Financial Services
Experience
Aquila Group of Funds January 2002 - Present
Skills
Mutual Funds, Series 63, Uniform Combined State..., New Business Development, Asset Allocation, Finance, Separately Managed..., Wealth Management, Investment Advisory, Retirement Planning, Series 6, Investment Strategies, Financial Planning, Asset Management, Retirement, Portfolio Management, Securities, Series 7, Investments
Education
Montana State University-Bozeman
Aquila Group of Funds January 2002 - Present
Skills
Mutual Funds, Series 63, Uniform Combined State..., New Business Development, Asset Allocation, Finance, Separately Managed..., Wealth Management, Investment Advisory, Retirement Planning, Series 6, Investment Strategies, Financial Planning, Asset Management, Retirement, Portfolio Management, Securities, Series 7, Investments
Education
Montana State University-Bozeman
Andrew Wanamaker Andrew Wanamaker's Aquila Group of Funds Experience June 2014 - July 2014
Job Investment Banking Fall Analyst at AGC Partners
Industry Investment Banking
Experience
AGC Partners September 2015 - Present
Aquila Group of Funds June 2014 - July 2014
Skills
Public Speaking, Microsoft Word, Social Media, Mutual Funds, Microsoft Excel, Economics, Critical Thinking, Albridge Analytics, Sage CRM, Zephyr Style Advisor, Morningstar, Bloomberg Terminal, Equity Funding, Equities, Investment Strategies, Capital IQ, Mergers & Acquisitions, Divestitures, Private Placements
Education
St. Lawrence University 2011 — 2015
Bachelor’s Degree, Economics
AGC Partners September 2015 - Present
Aquila Group of Funds June 2014 - July 2014
Skills
Public Speaking, Microsoft Word, Social Media, Mutual Funds, Microsoft Excel, Economics, Critical Thinking, Albridge Analytics, Sage CRM, Zephyr Style Advisor, Morningstar, Bloomberg Terminal, Equity Funding, Equities, Investment Strategies, Capital IQ, Mergers & Acquisitions, Divestitures, Private Placements
Education
St. Lawrence University 2011 — 2015
Bachelor’s Degree, Economics
Al Stockman's Aquila Group of Funds Experience March 1999 - Present
Job Regional Sales Manager at Aquila Group of Funds
Industry Financial Services
Experience
Aquila Group of Funds March 1999 - Present
Aquila Group of Funds 1999 - Present
National Bank of Alaska September 1979 - May 1995
Education
Northeastern University 1972 — 1977
BS, Economics
Ramapo High School
Aquila Group of Funds March 1999 - Present
Aquila Group of Funds 1999 - Present
National Bank of Alaska September 1979 - May 1995
Education
Northeastern University 1972 — 1977
BS, Economics
Ramapo High School
Glenn O'Flaherty's Aquila Group of Funds Experience 2006 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Aquila Group of Funds 2006 - Present
Lizard Investors LLC January 2008 - December 2008
American Liver Foundation Rocky Mountain Division 2005 - 2008
Three Peaks Capital 2003 - 2005
Janus Capital Group 1991 - 2002
Skills
Securities, Mutual Funds, Investments, Asset Management, Asset Managment, Financial Analysis, Alternative Investments, Portfolio Management, Leadership, Customer Service, Asset Allocation, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
MBA, Strategic Management
Aquila Group of Funds 2006 - Present
Lizard Investors LLC January 2008 - December 2008
American Liver Foundation Rocky Mountain Division 2005 - 2008
Three Peaks Capital 2003 - 2005
Janus Capital Group 1991 - 2002
Skills
Securities, Mutual Funds, Investments, Asset Management, Asset Managment, Financial Analysis, Alternative Investments, Portfolio Management, Leadership, Customer Service, Asset Allocation, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
MBA, Strategic Management
Denise Jenkins's Aquila Group of Funds Experience March 2013 - Present
Job Sales Operations and Reporting Officer at Aquila Distributors, Inc.
Industry Financial Services
Experience
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Aquila Group of Funds March 2013 - Present
Wachovia, A Wells Fargo Company September 2010 - June 2011
Wells Fargo January 2009 - June 2010
Wachovia, A Wells Fargo Company July 2006 - June 2010
Wachovia - Evergreen Investments 2009 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Emily T. Rae's Aquila Group of Funds Experience January 2002 - January 2007
Job Regional Vice President at Hartford Funds Wholesaler
Industry Investment Management
Experience
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Sally Church's Aquila Group of Funds Experience March 2002 - Present
Job Marketing Communication Assistant
Industry Financial Services
Experience
Aquila Group of Funds March 2002 - Present
Shearson Lehman Bros. January 1982 - March 1989
Foster & Marshall January 1978 - January 1982
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Series 65, Wealth Management, Securities, Asset Management, Investment Strategies, Bonds, Portfolio Management, Separately Managed..., Series 63
Education
Portland State University
Mathematics
Aquila Group of Funds March 2002 - Present
Shearson Lehman Bros. January 1982 - March 1989
Foster & Marshall January 1978 - January 1982
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Series 65, Wealth Management, Securities, Asset Management, Investment Strategies, Bonds, Portfolio Management, Separately Managed..., Series 63
Education
Portland State University
Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY