Atlantic Trust
Founded: 1923 Parent organization: Atlantic Trust Group, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCIBC Private Wealth ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Atlanta, Georgia Address: 3290 Northside Pkwy NW, Atlanta, GA 30327 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 881-3400Place name: Website: : : : : Category: : : Website: https://private-wealth.us.cibc.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Atlantic Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Atlantic Trust Employees
Marquette Asset Management May 2011 - Present
Marquette Asset Management May 2006 - May 2011
Atlantic Trust March 2003 - June 2005
Scudder Private Investment Council September 1999 - March 2003
Mellon Bank/Boston Safe Deposit and Trust November 1997 - September 1999
Hingham Savings Bank January 1995 - November 1996
Skills
Asset Allocation, Asset Managment, Investments, Investment Management, Bloomberg
Education
Boston University
BS
Boston University
Atlantic Trust May 2015 - August 2015
Babson College September 2014 - February 2015
The Home Depot June 2014 - September 2014
Handyman May 2014 - August 2014
Cable Turtle September 2013 - May 2014
Haddad Travel May 2013 - August 2013
Charlie's Pizzeria and Bacci's Pizzeria May 2011 - August 2013
Skills
Leadership, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Entrepreneurship, Strategic Planning
Education
Babson College 2013 — 2017
Bachelor's Degree, Business Administration and Management, General
Boston College High School 2009 — 2013
High School, Cumulative GPA: 3.95
Surge IP March 2014 - Present
Jefferies April 2015 - August 2015
Merrill Lynch January 2015 - April 2015
Atlantic Trust October 2014 - January 2015
Crewe Capital September 2014 - January 2015
Kickstarter January 2014 - April 2014
Protection 1 Security Solutions April 2013 - August 2013
Squire Patton Boggs January 2010 - April 2010
Viamericas Corporation August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, Financial Analysis, Sales, PowerPoint, Marketing, Microsoft Word, Accounting, Investment Banking, Financial Modeling, Asset Management, Equity Valuation, DCF Valuation, Inventory Valuation, Strategy, Financial Strategy, Public Speaking, Leadership
Education
Brigham Young University 2012 — 2016
Global Supply Chain - Finance
Atlantic Trust July 2013 - Present
State Street Global Advisors January 2011 - July 2013
State Street Global Advisors August 2008 - January 2011
Waldorf School of Garden City May 2005 - December 2006
Skills
Bloomberg, Portfolio Management, Equities
Education
LIU Post 2005 — 2008
MBA
Adelphi University
The Waldorf School of Garden City
Triple Point Technology December 2011 - Present
Noble Americas September 2010 - October 2011
International Power July 2007 - July 2010
MFS Investment Management January 2006 - July 2007
Wellington Management July 2002 - January 2006
Atlantic Trust 1998 - 2002
Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC
Education
Bentley College 1994 — 1998
B.S., Economics and Finance
Atlantic Trust January 2015 - Present
Northern Trust Corporation May 2014 - January 2015
Northern Trust January 2011 - May 2014
Northern Trust August 2009 - January 2011
Northern Trust January 2007 - August 2009
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Banking, Strategic Financial..., Loans, Underwriting, Private Banking, Relationship Management, Risk Management, Mutual Funds, Microsoft Office, Series 7, Investments, Equities, Fixed Income, Financial Services, Leadership, Investment Management, Financial Modeling, Asset Management, Financial Markets, Management, Wealth Management, Finance, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
International Business, International Business, GPA: 4.0
University of Tampa - John H. Sykes College of Business 2003 — 2007
Business Management, Minor in Entrepreneurship, 4.0 Overall GPA - Summa Cum Laude
Boston College September 2013 - Present
lululemon athletica November 2013 - January 2015
Atlantic Trust October 2014 - December 2014
Choate Rosemary Hall June 2013 - August 2013
Skills
Fitness, Marketing, Wellness, Merchandising, Product Development, Social Media, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's Degree, Major in Communications (Concentration in Marketing) and Minor in Economics, Junior
Choate Rosemary Hall 2008 — 2012
High School
Atlantic Trust 2005 - Present
The Boston Company 2005 - 2005
MFS Investment Management January 1999 - 2005
Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging
Education
Boston College - Carroll School of Management 2002 — 2004
MS, Finance
University of North Carolina at Greensboro 1993 — 1997
BS, Financial Economics
Protiviti July 2015 - Present
Certifinder June 2012 - July 2015
Atlantic Trust January 2015 - April 2015
Brigham Young University August 2009 - June 2010
Skills
Teamwork, Management, Spanish, Spanish-speaking, Microsoft Office, Customer Service, Editing, Teaching, Leadership, Film Editing, Final Cut Pro, Social Networking, PowerPoint, Critical Thinking, Problem Solving
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Economics
Atlantic Trust November 2014 - Present
UBS Wealth Management August 2014 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Marketfield Asset Management January 2012 - January 2012
Universal Builders Supply May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook
Education
College of the Holy Cross 2009 — 2013
Bachelor of Science (BS), History
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
DeRose Financial Planning Group October 2012 - Present
Deloitte June 2011 - October 2012
Jenner & Block May 2009 - July 2009
Lowis & Gellen May 2008 - August 2008
Zimmer April 2006 - July 2006
Atlantic Trust June 2005 - August 2005
Skills
Life Insurance, Business Continuity..., Investment Strategies, Retirement Planning, Financial Planners, Saving for Education, Tax Reduction, Public Speaking, Charitable Gift Planning, Estate Preservation, Disability Insurance, Long Term Care Insurance, Stock Options, Articles
Education
University of Illinois College of Law 2008 — 2010
Law
Indiana University - Kelley School of Business 2006 — 2007
MBA, Concentration in Financial Analysis
Indiana University - Kelley School of Business 2002 — 2005
BS, Accounting & International Studies
Atlantic Trust November 2014 - Present
KNF&T Staffing Resources April 2014 - October 2014
LexisNexis January 2012 - December 2013
Boston Bar Association June 2013 - August 2013
Hamline University August 2012 - April 2013
Domestic Violence Action Center June 2012 - July 2012
Consolidated Ward 16 Theatres May 2006 - July 2012
Volunteer Legal Services Hawaii June 2011 - August 2011
Milwaukee Justice Center January 2011 - May 2011
Marquette University August 2008 - May 2011
Skills
Lexis, Legal Research, Microsoft Excel, Customer Service, Legal Writing, PowerPoint, Word, Editing, Trials, Courts, Research, Health Law, LexisNexis, Bookkeeping, Bluebook, Westlaw, Receptionist Duties, Multi-line Phone, Document Review
Education
Hamline University School of Law 2011 — 2013
JD
Marquette University 2007 — 2011
BS, Cum Laude, Biomedical Sciences; Minor in Psychology & Criminology
Maryknoll School 2003 — 2007
High School Diploma
Dresner Partners May 2015 - August 2015
SDR Ventures, Inc August 2014 - December 2014
Crewe Capital June 2014 - August 2014
Accretive Capital Management May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, PowerPoint, Economics, Finance, Investments, Photography, Photoshop, Private Equity
Education
Brigham Young University
BS Finance, 4.0 GPA
360i August 2015 - Present
360i September 2014 - August 2015
360i May 2013 - September 2014
360i January 2013 - May 2013
MetLife June 2012 - December 2012
NYU Stern School of Business January 2010 - June 2012
Atlantic Trust February 2011 - August 2011
Skills
Excel, Microsoft Office, PowerPoint, Photoshop, InDesign, Bloomberg, SPSS, Minitab, Tableau, Radian6, Sysomos, Crimson Hexagon, Social Media Analytics, Microsoft Excel, Social Media Measurement, Analysis, Market Research, Marketing, Google Analytics
Education
New York University 2009 — 2013
Bachelor of Science (B.S.), Marketing & International Business
New York University - Leonard N. Stern School of Business 2009 — 2013
BS, Marketing, International Business
New York University in Prague 2011 — 2011
United States Department of Defense May 2015 - Present
Great Western Insurance Company May 2014 - August 2014
Security Service Federal Credit Union June 2012 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
Atlantic Trust August 2013 - December 2013
Skills
Consumer Lending, Loans, Banking, Credit, Credit Analysis, Financial Services, Cross Selling, Customer Service, Microsoft Excel, VBA, ALM, Financial Modeling, Equity Research, Company Valuation
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Diamante Grande Financial Capital Trust LLC 2010 - 2012
Palamino Associates, Inc. 1994 - 2007
Getty Images 2000 - 2001
Palamino Associates Inc. 1994 - 2001
Lord & Berry Cosmetics 1995 - 1997
Leviticus Communications Network 1993 - 1995
Atlantic Trust 1982 - 1995
Deans House Maintenance (DHM Inc.) 1985 - 1993
Geffen Records 1973 - 1984
Skills
Investment Banking, Fundraising, Money Management, Project Manavgement, Report Preparation, Scheduling, Marketing, Sales, Insurance Billing, Accounting, Bookkeeping, Front Office Operations, Presentations, Finance, Venture Capital, Business Development, Investments, Strategic Planning, Strategy, Business Strategy, Management, Customer Service, Marketing Strategy, Microsoft Office, Project Management
Education
California State University-Long Beach 1985 — 1987
Master of Business Administration (MBA), Contract Law, Public Relations and Marketing, 3.8 GPA
Long Beach City College 1985 — 1987
Master of Business Administration (MBA), Public Relations and Marketing, 3.8 GPA
Suffolk County Community College 1983 — 1984
Master of Business Administration (M.B.A.), Contract Law, 3.8 GPA
Five Towns College 1979 — 1983
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.8 GPA
Atlantic Trust January 2008 - Present
Atlantic Trust March 2004 - January 2008
Stein Roe Investment Counsel LLC January 2001 - March 2004
Stein Roe & Farnham 1984 - 2001
Skills
Investments, Asset Managment, Asset Management, Management, Alternative Investments, Hedge Funds, Executive Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
MBA, Finance
Northern Illinois University 1975 — 1978
BS, Accounting
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. July 2014 - July 2015
Comcast June 2012 - July 2014
Comcast January 2014 - June 2014
Comcast June 2013 - January 2014
Comcast June 2012 - June 2013
redKonnect August 2011 - July 2012
Atlantic Trust August 2011 - January 2012
JP Morgan June 2011 - September 2011
BambooHR December 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Forecasting, Financial Reporting, Competitive Analysis, Entrepreneurship, Portfolio Management, Investments, Management, Executive Management, Strategic Planning, Analysis, Business Strategy, Financial Services, Microsoft Office, Microsoft Excel, Equities, Data Analysis, Bloomberg Terminal, Strategic Financial..., Market Research, Finance
Education
Brigham Young University 2008 — 2011
BS, Business Finance
Green Mountain Highschool
Mayer Brown March 2008 - Present
Applied Systems December 2006 - April 2008
Atlantic Trust May 2005 - October 2006
Skills
Outlook, Customer Service, Active Directory, Blackberry, Blackberry Enterprise..., Customer Relations, Microsoft Office, Technology, Technical Documentation, Business Intelligence, Negotiation, Procurement, Phone Etiquette, Teamwork, Team-oriented, Android, VMware ESX, Team Management, Social Networking, Networking, Microsoft Office 2007, Cisco VPN, DNS, Network Administration, Windows 7, Windows Server, Computer Hardware, Marketing Communications, Group Policy, Server Administration, Disk Encryption, SharePoint, Laptops, Tablets, iPhone Support, Apple OS, Printers, Remote User Support, Exchange 2010/2007/2003, Word, Mobile Devices
Education
Dominican University 2002 — 2006
B.S. in Business Administration, Marketing
Baring North America February 2012 - Present
Atlantic Trust March 2009 - February 2012
Health Law Advocates July 2008 - March 2009
State Street Bank June 2006 - February 2008
Starbucks Coffee Company July 2005 - November 2005
MFS Investment Management January 2005 - June 2005
Sheff Law Offices P.C. January 2004 - September 2004
Skills
Legal Research, Non-profits, Legal Writing, Corporate Law, Westlaw, Mediation, Due Diligence, Corporate Governance, Policy, Wills, Securities, Research, Mutual Funds, Family Law, Trusts, Management, Securities Regulation
Education
Suffolk University Law School 2006 — 2010
J.D., Law
Northeastern University 2002 — 2006
BA, Political Science
Savant Capital Management June 2012 - Present
The Monitor Group, Inc. September 2007 - June 2012
Atlantic Trust September 2003 - August 2007
Skills
Investment Strategies, Investments, Finance, Strategic Financial..., Investment Banking, Portfolio Management, Financial Advisory, Wealth Management, Asset Allocation, Non-profit Volunteer, Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Georgetown University 2006 — 2006
Certificate in Financial Planning
Wake Forest University 1999 — 2003
BS, Business
Merrill Lynch August 2015 - Present
Crewe Capital May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
American Logistics Co, LLC May 2013 - August 2013
American Logistics Co, LLC June 2012 - August 2012
Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal
Education
Brigham Young University 2010 — 2015
Bachelor of Science (BS), Finance, General
San Clemente High School 2006 — 2010
NEPC, LLC November 2014 - Present
R.A. Redmond Carpentry and Painting August 2013 - November 2014
Atlantic Trust September 2010 - July 2013
Atlantic Trust September 2008 - September 2010
Atlantic Trust September 2007 - September 2008
Skills
Investments, Private Equity, Valuation, Hedge Funds, Due Diligence, Alternative Investments, Asset Allocation, Investment Strategies, Bloomberg, Marketing, Mutual Funds, Financial Modeling, Wealth Management, Fund Of Funds, Venture Capital, Relationship Management, Equities, Investment Management, Asset Management, Bloomberg Terminal, Investor Relations, High Net Worth..., Performance Attribution, Strategy, Global Macro, Institutional...
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Wells Fargo February 2013 - Present
Global Financial Advisors, LP January 2011 - December 2011
Atlantic Trust 2011 - 2011
Beneficial Financial Group 2010 - 2010
Lift International September 2009 - December 2009
Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit
Education
International Technological University 2013 — 2015
Master of Business Administration (M.B.A.), 3.79
Brigham Young University 2008 — 2012
Bachelors of Science, Finance
Ace Service Co February 2012 - Present
Nimbit June 2006 - February 2012
Atlantic Trust June 1988 - June 2003
Education
Merrimack College
BSBA, Accounting
Shepherd Kaplan LLC March 2015 - Present
Atlantic Trust September 2006 - March 2015
Keane Inc. January 2006 - September 2006
State Street - WMS Division October 2003 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA
Rensselaer Polytechnic Institute 1999 — 2003
BS, Management/Financial Systems
Simsbury Public Library March 2013 - Present
Syracuse University Library March 2008 - February 2013
Atlantic Trust February 1999 - May 2007
Technology Transition Corporation 1995 - 1998
Skills
Library Science, Library Instruction, Information Literacy, Library, Teaching, Research, Marketing, Entrepreneurship, Small Business, Library Research, Academic Libraries, Library Management, Collection Development, Electronic Resources, Library Reference, Libraries, Public Speaking
Education
University of Illinois at Urbana-Champaign 2005 — 2007
MLS, Library Science
University of Michigan 1992 — 1994
BS, Environmental Policy & Behavior
Kalamazoo College 1990 — 1991
Atlantic Trust June 2014 - Present
Windhaven Investment Management November 2010 - June 2014
Windward Investment Management September 2007 - November 2010
Goldman Sachs December 2004 - September 2007
Goldman Sachs October 1998 - December 2004
UBS August 1995 - October 1998
Cahners Publishing June 1991 - August 1993
Cargill 1989 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Cornell University 1984 — 1988
BA, Economics, magna cum laude
Lexington high school
Manulife Asset Management January 2005 - Present
Atlantic Trust June 2000 - November 2002
Skills
Equity Research, Equities, Portfolio Management, Emerging Markets, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Finance
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
EMC April 2015 - Present
EMC October 2011 - Present
IDC August 2007 - October 2011
Atlantic Trust 2007 - 2007
Skills
Competitive Intelligence, Competitive Analysis, Market Research, Market Intelligence, Data Analysis, Analytics, Primary Research, Go-to-market Strategy, Marketing Research, Quantitative Research, Forecasting, Analysis, Strategy, Management, Market Analysis, Segmentation, Product Management, Secondary Research, Consulting
Education
Georgia State University 2005 — 2007
MA, Economics
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2004
BS, Economics
Atlantic Trust February 2015 - Present
State Street June 2014 - February 2015
New York Life Insurance Company May 2013 - August 2013
Leone, McDonnell & Roberts, P.A. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Bloomberg, Financial Analysis, Financial Services, Financial Modeling, DCF Valuation, Corporate Finance, Financial Statement..., Financial Reporting, Morningstar, Outlook, SPSS, SAP, Windows 7, Social Media
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting
Citi June 2015 - Present
Brigham Young University March 2014 - June 2015
Atlantic Trust September 2014 - December 2014
Citi June 2014 - August 2014
Brigham Young University January 2013 - March 2014
Citi July 2013 - December 2013
Orbit Irrigation Products, Inc. July 2012 - June 2013
The Church of Jesus Christ of Latter-day Saints June 2010 - June 2012
Skills
Microsoft Excel, Finance, Marketing, Spanish, PowerPoint, Capital Markets, Financial Modeling, Team Leadership, Strategy, Marketing Research, Business Analysis, Economics, Accounting, Highly motivated..., Training, Sales, Risk Management, Market Research, Time Management, MS Excel Pivot Tables, Social Media Marketing, VBA, HTML, Consumer Products, Strategic Planning, CSS, Java, Credit Risk, Operational Risk, Microsoft SQL Server, Customer Service, Ethics
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Science (B.S.), Marriott School of Management - Finance, 3.8/4.0
Woods Cross High School 2006 — 2009
High School Diploma, 3.92/4.00
Self Employed January 1997 - Present
Abbott Downing January 2000 - January 2005
Argosy Partners January 2000 - January 2005
Arlington Family Offices January 2000 - January 2005
Atlantic Trust January 2000 - January 2005
Skills
Hedge Funds, Wealth Management, Wealth Accumulation, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Properties, Investment Banking, Investment Advisory, Investment Strategies, Offshore Investments, Investment Management, Asset Managment, Portfolio Management, Portfolio Optimization, Day Trading
Education
Harvard Business School 1993 — 1997
Perspecta Trust LLC January 2007 - Present
NH Trust Council November 2010 - Present
Congress Asset Management 2002 - 2006
Bingham Legg Advisers 1997 - 2001
Bingham McCutchen 1997 - 2001
Atlantic Trust 1993 - 1997
Boston Harbor Trust Company, N.A. 1989 - 1993
Gaston & Snow 1983 - 1989
Skills
Private Trust Companies, Wealth Management..., Family Office, Personal Trust..., Wealth Management, Investment Management, Trust Management, Trust Services, Asset Management, Hedge Funds, Private Equity, Investment Advisory, High Net Worth..., Portfolio Management, Investments, Fixed Income, Asset Managment, Charitable Trusts, Private Foundations, Alternative Investments, Strategic Financial..., Entity Formations, Tax Advisory, Estate Administration, Estate Planning, Estate Tax Planning, Banking, Vendor Management, Financial Regulation, Compliance, Regulatory Compliance
Education
Boston University
Special Education Associates, Inc. March 2015 - June 2015
ASI System Integration August 2014 - November 2014
GreenHouse Eco Cleaning LLC February 2011 - July 2014
Friends of Crown Heights Day Care Center July 2008 - February 2011
Crown Nursing & Rehabilitation Center April 2009 - October 2009
Ivy Asset Management January 2005 - June 2008
Kids Headquarters October 2004 - January 2005
Atlantic Trust December 2002 - May 2004
Nomura Securities March 2001 - November 2002
Skills
Human Resources, Employee Relations, Personnel Management, HRIS, HR Consulting, HR Policies, Strategic HR, HR Software, PeopleSoft, People Skills, People Development, Employee Training, Employee Management, Employee Handbooks, Talent Management, Performance Management, Talent Acquisition, Resume Writing, Leadership, Training, Management, Recruiting
Education
Long Island University, Brooklyn Campus 2001 — 2003
MS, Human Resource Management
University of Vermont 1996 — 2000
BS, Human Resource Management
National Grid October 2011 - Present
Vornado Realty Trust June 2007 - October 2011
Homesite Insurance 2004 - 2006
Boston Properties 2003 - 2004
Atlantic Trust 2000 - 2003
Skills
Microsoft Office, Customer Service, Financial Analysis, Contract Negotiation, Real Estate, Negotiation, Property Management, Business Strategy, New Business Development, Talent Acquisition, Windows, Construction, Business Development, Construction Management, Executive Support, Outlook, Landlord, Access, PeopleSoft, Project Support, Budgets
Education
Fisher College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), General Studies
Trinizuela Secretarial College 1995 — 1997
Computer Studies/Microsoft Office Suite
Holy Faith Convent Couva 1991 — 1995
Atlantic Trust December 2014 - Present
Bernstein Global Wealth Management January 2011 - December 2014
Xerox Corporation October 1999 - December 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master in Business Administration, Entrepreneurship
Providence College 1996 — 1999
BS, Marketing
StoneBridge Real Estate April 2010 - Present
Atlantic Trust March 1999 - February 2009
Cayman Systems 1992 - 1997
Skills
Investments, Investment Strategies, Hedge Funds, Real Estate, Equities, Business Development, Portfolio Management, Private Equity, Alternative Investments, Mutual Funds, Management, Asset Allocation, Asset Management
Education
CFA Institute 1999 — 2001
CFA, Chartered Financial Analyst
Boston University 1992 — 1995
MBA, Finance
Boston University Questrom School of Business 1992 — 1995
State University of New York College at Potsdam 1981 — 1985
BA, Mathematics, Computer Science
Women's World Banking January 2011 - Present
Kiva July 2009 - November 2009
Council on Foreign Relations September 2006 - August 2008
Atlantic Trust July 2005 - July 2006
Education
University of Geneva 2008 — 2009
MBA, International Organizations
Boston University 2002 — 2005
Providence Health & Services January 2015 - Present
Summer Advantage USA February 2013 - January 2015
Phalen Leadership Academy February 2013 - January 2015
Atlantic Trust October 2012 - March 2013
Holy Cross College January 2010 - January 2011
Skills
Leadership, Interviews, Recruiting, Teamwork, Relationship Developer, Social Media, Advertising, Open Minded, Project Management, Event Planning, Interpersonal..., Problem Solving, Microsoft Office, Creative Thinking, Organization, Goal Oriented, Superior Work Ethic, Employee Training
Education
Holy Cross College 2008 — 2012
Bachelor of Arts (B.A.), Communications
Atlantic Trust August 2015 - Present
RBC Wealth Management January 2015 - August 2015
Northwestern Mutual June 2014 - December 2014
Northwestern Mutual May 2013 - May 2014
BASF May 2012 - August 2012
BASF May 2011 - August 2011
BASF June 2010 - August 2010
BASF June 2009 - August 2009
Skills
Financial Services, Investments, Finance, Organization, Compliance, Management, Strategy, Human Resource..., Social Media, HR Policies, Customer Service, Time Management, Investment Management, Operations Management, Portfolio Management, Public Speaking, Teamwork
Education
Rider University 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Sociology
Loyola University of Chicago 2009 — 2011
International Business
Morris Catholic High School 2005 — 2009
JFP Holdings September 2015 - Present
Lendio May 2015 - July 2015
WASINC International, Ltd. May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
Brigham Young University October 2012 - October 2012
Rising Star Outreach of India October 2012 - October 2012
The Church of Jesus Christ of Latter-day Saints July 2009 - July 2011
Skills
Japanese, Research, PowerPoint, Korean, Mandarin, Typing, Organization, Event Planning, Project Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Teamwork, Teaching, Communication, Facebook, Social Media, Twitter, Instagram
Education
Brigham Young University 2009 — 2015
Finance, Investment Banking, Junior
Brigham Young University 2012 — 2012
Business Study Abroad
Atlantic Trust July 2014 - Present
Georgia's Own Credit Union November 2013 - July 2014
VISTA Staffing Solutions, Inc. October 2012 - November 2013
PNC July 2012 - August 2012
Fifth Third Bank February 2011 - June 2012
Best Buy Mobile August 2010 - January 2012
Advanced Associates January 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, PeopleSoft, Access, Administration, Accounting, Invoicing, Financial Reporting, Account Reconciliation, Data Entry, Banking, Financial Accounting, Retail, Public Relations, Mac OS, Management, Onboarding, Leadership
Education
Georgia Perimeter College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Georgia Perimeter College 2011 — 2013
Business Administration Associates, Business Administration and Management, General, 3.6
Atlantic Trust August 2003 - Present
Ernst & Young LLP 1996 - 2003
Skills
Wealth Management..., Estate Planning, Wealth, Wealth Management, Financial Planners, Alternative Investments, Strategic Planning, Investments, Strategic Financial..., Due Diligence, Financial Advisory, High Net Worth..., Asset Managment, Public Speaking, Succession Planning, Trusts, Estate Law, Insurance
Education
New York University School of Law 1986 — 1989
J.D.
Harvard University 1980 — 1984
A.B.
Zenger Folkman May 2015 - Present
Atlantic Trust January 2014 - April 2014
PJMB Commerical May 2012 - August 2012
Weaver Austin Villeneuve & Sampson LLP June 2011 - August 2011
Skills
Leadership, PowerPoint, Public Speaking
Education
Brigham Young University 2011 — 2017
Accounting, 4.00
Atlantic Trust May 2015 - Present
Putnam Investments February 2014 - May 2015
Eurobrew September 2013 - December 2013
Katz Media Group June 2013 - August 2013
Ivy Child International February 2013 - May 2013
Seawanhaka Corinthian Yacht Club September 2011 - May 2013
Undertone September 2012 - December 2012
Seawanhaka Corinthian Yacht Club May 2009 - September 2012
Ralph Lauren December 2011 - January 2012
Skills
US Sailing Level 1 & 2..., PowerPoint, Microsoft Excel, Social Media, Public Speaking, Research, Marketing, Facebook, Finance, Event Planning, Mutual Funds
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), History
Atlantic Trust April 2015 - Present
SunTrust Bank May 2014 - April 2015
SunTrust Bank September 2013 - May 2014
JPMorgan Chase & Co. November 2012 - September 2013
Ibrahim & Rao, LLP August 2012 - October 2012
United States Attorney's Office August 2011 - December 2011
Community Housing Solutions May 2011 - July 2011
Cuyahoga County Prosecutor's Office June 2010 - August 2010
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Civil Litigation, Health Law, Criminal Law, Criminal Defense, Trials, Hearings, Courts, Immigration Law, International Law, Mediation, Appeals, Lexis, Bankruptcy, Corporate Law, Corporate Governance, LexisNexis
Education
Case Western Reserve University School of Law 2009 — 2012
Doctor of Law (J.D.)
The University of Georgia 2005 — 2009
B.A, International Relations and Political Science, 3.68
Brigham Young University August 2015 - Present
Brigham Young University February 2015 - Present
TAD Partners LLC January 2015 - Present
Brigham Young University 2011 - Present
Atlantic Trust September 2014 - December 2014
The Church of Jesus Christ of Latter-day Saints August 2012 - August 2014
Skills
Public Speaking, Social Media, Teaching, Leadership, PowerPoint, Research, Microsoft Office, Microsoft Excel, Data Analysis, Management, Microsoft Word, Leadership Development, Training, Nonprofits, Entrepreneurship
Education
Brigham Young University 2011 — 2017
Bachelor's of Science, Finance
Atlantic Trust July 2015 - Present
Circle of Women January 2013 - January 2015
Teneo Holdings June 2014 - August 2014
Simple2Give September 2013 - June 2014
Grayling August 2013 - November 2013
Circle of Women 2012 - September 2013
The Avon Foundation for Women June 2013 - August 2013
William Mattar, P.C. June 2012 - August 2012
WNY Women's Foundation June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Fundraising, Social Media, Access, Nonprofits, Research, Legal Writing, PowerPoint, Strategic Communications, Marketing, Salesforce.com, Event Planning, Writing, Leadership, Strategy, Social Networking
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (BA), Political Science & Philosophy
Nardin Academy 2007 — 2011
NYS Regents Diploma with Advanced Designation
Target June 2014 - Present
Goizueta Business School August 2012 - May 2014
Mars Petcare May 2013 - August 2013
Atlantic Trust March 2010 - May 2012
Zale Capital Management November 2008 - March 2010
Blaze Partners April 2007 - October 2008
Skills
Portfolio Management, Investments, Bloomberg, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Finance, Leadership, Analysis, Valuation, Equity Research, Asset Allocation, Private Equity, Series 7, Investment Management, Trading, Asset Management, Alternative Investments, Bloomberg Terminal, Business Analytics, Microsoft Office, Microsoft Excel, Data Modeling
Education
Goizueta Business School, Emory University 2012 — 2014
Master of Business Administration (MBA), Finance, General Management, Strategy
Tulane University 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology
The Kinkaid School 1992 — 2002
GLP US Management LLC. December 2013 - Present
G/O Digital (A Gannett Company) July 2012 - December 2013
Urban Innovations October 2007 - July 2012
Quarasan November 2006 - October 2007
Atlantic Trust December 2005 - November 2006
Skills
Employee Relations, Analysis, Performance Management, Personnel Management, Onboarding, Team Building, Recruiting, Leadership, Human Resources, PeopleSoft, HRIS, New Hire Orientations, Interviews, Deferred Compensation, Payroll, Time Management, Management, Benefits Administration, FMLA, Administration, Budgets
Education
DePaul University
Bachelor's degree, Business Management
Atlantic Trust Private Wealth Management October 2014 - Present
Atlantic Trust April 2011 - September 2014
Atlantic Trust April 2008 - March 2011
Sun Life Financial January 2006 - March 2008
Sun Life Financial January 2002 - January 2006
Skills
Investments, Alternative Investments, Financial Services, Vendor Management, Mutual Funds, Process Improvement, Equities, Financial Analysis, Business Analysis, Wealth Management, Project Management, Microsoft Office
Education
Assumption College 1996 — 2000
Bachelor's degree
Qualtrics March 2015 - Present
Atlantic Trust January 2015 - April 2015
Vivint October 2013 - December 2014
eGlobal Media May 2013 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Business Development, Access, Data Analysis, Web Development, Norwegian, Recruiting, Databases, Real Estate Investment..., Real Estate, Entrepreneurship, Teamwork, Team Leadership
Education
Brigham Young University 2013 — 2016
Bachelor's Degree, Marriott School of Management
BYU Jerusalem Center 2014 — 2014
Studied politics, Near Eastern history, Arabic, and religion
Weber State University 2010 — 2011
Associate's Degree
Spring Lake Equity Partners June 2015 - Present
Indicator Ventures June 2014 - June 2015
Balter Capital Management, LLC February 2015 - May 2015
Atlantic Trust May 2014 - December 2014
Balter Capital Management, LLC February 2014 - May 2014
Providence Capital Group June 2012 - August 2013
Cable Assembly LLC January 2013 - July 2013
EIS Wire & Cable May 2012 - September 2012
Skills
Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Financial Reporting, Bloomberg, Microsoft Excel, New Business Development, PowerPoint, Microsoft Word, Portfolio Management, Mutual Funds, Venture Capital
Education
Bentley University
Finance
St. George's School
Law Office of Russell J. Matson May 2015 - Present
Merrill Corporation March 2015 - Present
Atlantic Trust December 2014 - February 2015
Suffolk Defenders Clinic August 2013 - May 2014
Suffolk County District Attorney's Office June 2013 - August 2013
Suffolk County District Attorney's Office September 2012 - May 2013
Marshall-Brennan Constitutional Literacy Project September 2012 - May 2013
Orleans District Court April 2012 - August 2012
Clarfield & Okon, P.A. January 2010 - July 2011
Skills
Mediation, Motions, Legal Research, Legal Writing, Lexis, Criminal Law, Criminal Defense, Litigation, Civil Litigation, Depositions, Hearings, Courts, Westlaw, Microsoft Office, Research, Public Speaking, Constitutional Law, Trials, PowerPoint, LexisNexis
Education
Suffolk University Law School 2010 — 2014
Juris Doctor
Florida State University 2007 — 2009
Bachelors of Science, Political Science, Cum Laude
Atlantic Trust June 2015 - Present
Student Alumni Council September 2012 - Present
Furman University Development Office August 2014 - May 2015
Furman University August 2011 - May 2015
The Big Fake Wedding (Formerly: The NotWedding) May 2014 - August 2014
Furman University Men's Tennis January 2014 - April 2014
CARE for AIDS, Inc. August 2012 - January 2014
Ginger Howard Selections August 2010 - August 2012
Camp Kivu May 2012 - July 2012
Kappa Delta Sorority November 2011 - January 2012
Skills
Facebook, Twitter, Microsoft Office, Tumblr, Public Speaking, Organization, Graphic Design, Social Media, Garageband, Blogging, Adobe Creative Suite, iMovie, Marketing, Microsoft Excel, Microsoft Word, Fundraising, Event Planning, Time Management, Research, PowerPoint, Social Networking
Education
Furman University 2011 — 2015
Florence University of the Arts 2013 — 2013
The Westminster Schools Atlanta, Ga 1996 — 2011
Atlantic Trust June 2015 - Present
Atlantic Trust May 2009 - June 2015
Invesco Ltd. August 2008 - May 2009
Rawle Murdy May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Social Media, Marketing, Leadership, Management, Process Improvement, Strategic Planning, Event Planning, Customer Service, Sales
Education
University of Georgia - Terry College of Business 2011 — 2012
Certified Financial Planner Program
Georgia Institute of Technology 2003 — 2009
Bachelors, Industrial Design and Marketing
Atlanta Center for Medical Research October 2014 - Present
Kemira November 2009 - October 2014
Atlantic Trust April 2007 - September 2009
AXIS Capital 2005 - 2007
GE 2003 - 2004
Skills
Onboarding, Employee Relations, HRIS, Recruiting, Employee Engagement, Human Resources, Talent Acquisition, Performance Management, Applicant Tracking..., Personnel Management, New Hire Orientations, PeopleSoft, Interviews, Employee Benefits, Payroll
Education
Emory University 2010 — 2011
Spanish
The University of Georgia 1999 — 2003
Bachelor of Science (B.S.), Psychology
University of North Carolina at Charlotte
Masters in I/O Psychology, Industrial and Product Design
Atlantic Trust April 2015 - Present
Skills
Event Planning, Vendor Management, Event Management, Press Releases, Purchasing, Advertising, Integrated Marketing, Marketing, Digital Marketing, Budgets, CRM, Marketing Strategy, Project Management, Brand Management, Business Development, Corporate Events, Entertainment, Fundraising, Management, Meeting Planning, Nonprofits, Proposal Writing, Public Relations, Sales, Sponsorship, Strategy, Trade Shows, Social Media, Social Media Marketing, Social Networking, Wedding Planning
Education
Hampton University 1998 — 2002
BA, Communications
Atlantic Trust April 2015 - Present
SF Sentry December 2014 - February 2015
Morgan Stanley Private Wealth Management October 2012 - November 2014
Wells Fargo July 2009 - October 2012
Scottrade June 2008 - April 2009
Scottrade March 2007 - May 2008
Education
California State University-Sacramento 2003 — 2008
BS, Marketing, Communications
California State University-Sacramento
Aspen Ridge Management LLC May 2015 - Present
Brigham Young University August 2013 - May 2015
Atlantic Trust September 2014 - December 2014
Riverton Hyundai May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Mathematics, Microsoft Office, Time Management, Teamwork, Data Analysis, Research
Education
Brigham Young University - Marriott School of Management 2012 — 2016
Finance and Financial Management Services
Atlantic Trust April 2008 - Present
Sapers & Wallack March 2007 - 2008
Argent Wealth Management July 2004 - December 2006
Rinet Company July 2002 - June 2004
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies
Education
Keir 2011 — 2011
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Masters, Financial Planning
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Laconia High School 1994 — 1998
Atlantic Trust Global Equity AnalystScudder Stevens & Clark1984 - 1993
Education
Babson College 1980 — 1982
MBA, Investments
Babson College 1974 — 1978
BS, Finance
EY June 2015 - Present
Atlantic Trust January 2013 - May 2013
Alta Ventures Mexico August 2012 - December 2012
Skills
Accounting, Accountability, Personal Responsibility, Economics, Financial Analysis, Private Equity, Financial Modeling, Teamwork, Public Speaking, Spanish, Social Media, Research, Customer Service, PowerPoint
Education
Brigham Young University 2009 — 2016
Atlantic Trust March 2014 - Present
ENVIRON January 2013 - August 2013
enTrust Financial July 2011 - January 2013
Mount Holyoke College May 2010 - August 2010
Mount Holyoke College May 2009 - August 2009
Skills
Microsoft Office, Excel, Word, Mac, PC, Library Research, Internet Research, Public Speaking, Data Collection, Science, Higher Education, Social Media, Microsoft Excel, Marketing, PowerPoint, Qualitative Research, Leadership, Statistics, Aquatic Ecology, Report Writing, Photoshop, Facebook, Tutoring, Online Research, Sustainability, Wetlands, Research, Data Analysis, Microsoft Word, Digital Photography, Environmental Science, Field Work, Analysis, Environmental Issues
Education
John Carroll University 2011 — 2013
MBA, Marketing
Mount Holyoke College 2007 — 2011
Environmental Studies, Ecosystem Science
Semester in Environmental Studies 2009 — 2009
RetailMeNot, Inc. July 2014 - Present
RetailMeNot, Inc. October 2011 - June 2014
Owner Resource Group August 2011 - August 2012
AngelouEconomics September 2011 - November 2011
Atlantic Trust May 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Management, Access, Data Analysis, Account Management, Accounting, Investments, Finance, Budgets, Salesforce.com, Leadership, Business Analysis, Financial Analysis, Social Networking, Sales, Business Development, Negotiation, Product Management, Entrepreneurship, Start-ups, Time Management, New Business Development, E-commerce
Education
Baylor University 2009 — 2011
BA, Economics
Belmont University 2007 — 2009
Music Business
Atlantic Trust February 2013 - Present
Brown Brothers Harriman October 2012 - January 2013
MassMutual Financial Group December 2011 - October 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Public Speaking, Corporate Communications, Learning Quickly, Financial Reporting, Relationship Management, Corporate Actions
Education
Ithaca College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Atlantic Trust September 2013 - Present
Fixed Income Capital Partners LLC August 2012 - August 2013
Spot Trading LLC May 2011 - August 2011
Skills
Bloomberg, Risk Management, Trade Support, Trade Settlement, Account Reconciliation, Fixed Income, Derivatives, Options, Equities, Finance, Financial Analysis, Data Analysis, Microsoft Excel
Education
DePaul University 2014 — 2017
Master of Science (M.S.), Computer Science
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), Finance
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
UBS June 2009 - August 2009
Atlantic Trust September 2008 - December 2008
Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance
Bocconi University 2009 — 2009
Bachelor of Science (B.S.), Finance
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Atlantic Trust May 1999 - Present
Pershing August 1997 - June 1999
Skills
Asset Allocation, Wealth Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Mutual Funds, Financial Services
Education
Binghamton University 1992 — 1997
BS
Binghamton University - School of Management 1992 — 1997
BS
Roy C. Ketcham High School 1988 — 1992
Capshare April 2014 - Present
Brigham Capital LLC January 2014 - December 2014
Atlantic Trust September 2013 - December 2013
IndustryPro April 2013 - August 2013
Skills
B2B Sales, Product Development, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Teamwork, PowerPoint, Public Speaking, C++, Customer Service, English, MySQL, HTML, Assembly Language, PHP, C, CSS Javascript
Education
Brigham Young University 2013 — 2014
Bachelor's Degree, Economics / minor in Information Technology
Santa Rosa Junior College 2006 — 2007
Associate of Arts (AA), Economics
Atlantic Trust January 1991 - Present
Skills
Investments, Wealth Management, Alternative Investments, Wealth Management..., Portfolio Management, Hedge Funds, Management, Trusts, Asset Allocation
Education
Northwestern University 2013 — 2014
Certificate in Financial Planning
University of Wisconsin-Madison 1982 — 1983
MBA, Finance
Indiana University-Bloomington 1978 — 1982
BS, Business
Bank of the West, an affiliate of BNP Paribas April 2015 - Present
SPI Partners, LLC January 2013 - March 2015
Silver Bridge January 2006 - December 2012
Atlantic Trust 2002 - 2005
FleetBoston Financial 2001 - 2002
Chase Manahattan Bank 1993 - 2000
Mellon Bank Corporation, The Boston Company 1990 - 1993
KPMG 1984 - 1990
Boston College 1984 - 1990
Skills
Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions, Marketing Strategy, Asset Managment, Investments, Start-ups, Financial Services, Private Banking, Asset Allocation, Hedge Funds, Private Equity, Asset Management, Strategic Financial..., Wealth Management..., Estate Planning, Succession Planning, Strategy, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Management, High Net Worth..., Wealth, Equities, Finance, Financial Planning, Investment Strategies
Education
Boston College
BA, Economics and Philosophy
Boston University School of Law
LL.M., Taxation
University of Miami School of Law
JD
Castle Horizon, LLC August 2014 - Present
Banyan Partners August 2013 - July 2014
Silver Bridge December 2006 - July 2013
Atlantic Trust December 2001 - December 2006
State Street Corporation 2000 - 2001
State Street 1999 - 2000
Silver Platter Information Inc. 1997 - 1999
BGS Systems, Inc. 1994 - 1997
MITRE Corporation 1991 - 1994
Skills
Software Development, Enterprise Architecture, Agile Project Management, Databases, Microsoft SQL Server, C#, Java, C++, Unix, XML, Software Engineering, Project Management, Strategic Planning, Enterprise Software, Object Oriented Design, Distributed Systems, ASP.NET, JavaScript, Integration, Web Services, Financial Services, Business Process..., TCP/IP, Disaster Recovery, Business Analysis, Architectures, Strategy, Security, Agile Methodologies, CRM, Analysis, SQL
Education
Northeastern University 1992 — 1994
Master's Degree, Computer Science
Northeastern University 1986 — 1991
Bachelor's Degree, Physics, Math (Minor)
Atlantic Trust January 2012 - Present
Atlantic Trust June 2004 - December 2011
Skills
Hedge Funds, Asset Allocation, Asset Managment, Investments, Alternative Investments, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Strategies, Financial Modeling, Asset Management
Education
Franklin & Marshall College 2000 — 2004
Bachelor of Arts, Accounting
The Shipley School 1996 — 2000
Atlantic Trust March 2014 - Present
Atlantic Trust March 2012 - March 2014
Brown Brothers Harriman December 2010 - March 2012
Brown Brothers Harriman April 2008 - January 2011
RBC Dain Rauscher November 2006 - March 2008
Hy-Line Cruises May 2000 - March 2008
Education
Union College 2001 — 2007
BA, English, History, Philosophy
Deerfield Academy 1999 — 2003
National University of Ireland, Galway 2005 — 2006
Economics
Boston University 2012 — 2015
Financial Planning
Cannon Financial Institute
Portfolio Pathway November 2014 - Present
Atlantic Trust April 2013 - November 2014
Harris Associates October 2005 - April 2013
Atlantic Trust January 2001 - January 2005
Atlantic Trust January 1999 - January 2001
West Hills Asset Management January 1996 - January 1999
Performance Measurement January 1996 - January 1999
Skills
Mutual Funds, Investments, Bloomberg, Portfolio Management, Securities, Client Relations Skills, Superior Client Service, Microsoft Office, Client Services, Client Relations
Education
Roosevelt University 1998 — 2002
MBA, Finance
Eastern Illinois University 1992 — 1996
Bachelor of Science, Finance
Atlantic Trust January 2014 - Present
Atlantic Trust March 2009 - Present
NeuroGenomex, Inc. 2009 - Present
Atlantic Trust 2004 - February 2009
Stein Roe Investment Counsel 1998 - 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Portfolio Management, Investment Management, Wealth Management, Equities, Securities, Mutual Funds, Private Equity, Series 7, Fixed Income, Investment Strategies
Education
Columbia University - Columbia Business School 1991 — 1993
MBA
Hobart and William Smith Colleges 1976 — 1980
BA, Political Science
Choate Rosemary Hall 1972 — 1976
Dynasty Financial Partners January 2015 - Present
BBR Partners October 2012 - November 2014
Atlantic Trust June 2010 - October 2012
Bestinvest April 2005 - April 2008
Bestinvest September 2001 - April 2005
Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management
Education
Harvard Business School 2008 — 2010
MBA, Management
University of Durham 1998 — 2001
BA Hons, Economics
Atlantic Trust April 2014 - Present
WTAS July 2006 - March 2014
Skills
Valuation, Wealth Management, Investments, Financial Advisory, Asset Managment, Asset Allocation, Alternative Investments, Equities, Investment Management, Investment Advisory, Asset Management, Mutual Funds, Fixed Income, Business Valuation, Bloomberg, High Net Worth..., Strategic Financial..., Investment Strategies, Financial Planning
Education
James Madison University 2002 — 2006
BBA, Finance & Economics
James Madison University - College of Business 2002 — 2006
BBA, Finance & Economics
Universiteit Antwerpen 2004 — 2005
Concentration in European Business, Integration of European Commerce
Moxie April 2013 - Present
Cox Media group - Digital and Strategy September 2011 - April 2013
American Red Cross June 2010 - June 2011
Womenetics- Online Media and Events Company June 2009 - June 2010
Atlantic Trust - A Boutique Wealth Advisory Firm October 2008 - June 2009
Atlantic Trust September 2007 - October 2008
Skills
Microsoft Excel, PowerPoint, Salesforce.com, Project Management, Outlook, Customer Service, Access, Employee Training, Troubleshooting, Managerial, Social Media, Online Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Marketing, Email Marketing, Management, CRM, Strategy
Education
Kennesaw State University 2007 — 2008
Bachelor of Science, Communication
SCS Financial Services, LLC October 2002 - Present
Atlantic Trust October 1995 - October 2002
Keller and Heckman LLP September 1992 - September 1995
Smith Barney (formerly E.F. Hutton) September 1986 - July 1989
J.P. Morgan (successor to Chase Manhattan Bank, N.A.) July 1984 - September 1986
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Equities, Private Equity, Asset Management, Management, Mutual Funds, Asset Allocation
Education
The Catholic University of America, Columbus School of Law 1992 — 1995
Juris Doctor (J.D.)
Fordham Gabelli School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Boston College 1980 — 1984
Bachelor’s Degree, Economics
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
Atlantic Trust July 2007 - Present
Atlantic Trust March 2012 - Present
Atlantic Trust April 2013 - Present
Atlantic Trust July 2007 - April 2013
Geronimo Financial July 2006 - April 2007
Self-employed June 2003 - June 2005
Nicholas-Applegate Capital Management April 2000 - June 2003
Nicholas Applegate 2000 - 2003
Wilshire Associates March 1998 - April 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS, Finance
Atlantic Trust January 2014 - Present
Skills
SharePoint, ASP.NET, Software Development, Crystal Reports, Requirements Analysis, SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Requirements Gathering, XML, Web Services, JavaScript, AJAX
Education
University of Massachusetts Lowell 2003 — 2007
BS
Bristol Community College 2000 — 2002
AS
Bridgewater State University 1997 — 1998
Moreland Management Co September 2014 - Present
John Hancock Financial January 2012 - August 2014
Bienville Capital Management June 2009 - May 2011
SCS Financial April 2008 - June 2009
Atlantic Trust July 2005 - April 2008
Muirfield Capital Partners June 2004 - July 2005
Neuberger Berman a subsidiary of Lehman Brothers June 2000 - June 2004
Skills
Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Equities, Fund Of Funds, Asset Managment
Education
Montclair State University 1998 — 2001
CFA Institute member
Chartered Financial Analyst
J.P. Morgan 2007 - Present
Atlantic Trust 1998 - 2007
Stein Roe Investment Counsel 1998 - 2007
pershing 1996 - 1999
Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Montclair State University 1992 — 1996
BS, Business Administration and Management, General
Atlantic Trust October 2010 - Present
Wachovia Securities October 2010 - October 2010
Wells Fargo Securities 2007 - 2010
Wells Fargo 2007 - 2010
Oracle 2003 - 2005
Education
Massachusetts Institute of Technology 1998 — 2003
Atlantic Trust Company October 2007 - Present
Atlantic Trust September 2004 - September 2007
State Street November 2002 - August 2004
Skills
Bloomberg, Hedge Funds, Asset Allocation, Fixed Income, Mutual Funds, Equities, FactSet, Investments, Investment Strategies, Investment Management, Securities, Wealth Management
Education
Northeastern University 2004 — 2009
BSBA, Accounting & Finance
Atlantic Trust September 2013 - Present
Sterling Capital Management October 2010 - September 2013
BB&T Asset Management, Inc. July 2004 - September 2010
Evergreen Investments 2002 - 2004
Banc of America Investments 1999 - 2002
US Securities and Exchange Commission 1995 - 1999
USS La Moure County LST-1194 October 1988 - July 1990
Skills
Securities, Mutual Funds, Asset Managment, Investments, Alternative Investments, Equities, Hedge Funds, Wealth Management, Fixed Income, Asset Allocation, Investment Management, Risk Management, Bloomberg, Investment Advisory, AML
Education
North Carolina State University - College of Management 2005 — 2007
Masters, Economics
Texas A&M University 1990 — 1994
BS, Economics
Geller Family Office Services LLC April 2009 - Present
Financial Services Professional January 2009 - October 2009
Fortigent April 2007 - 2008
Atlantic Trust 2003 - April 2007
Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management
Education
Penn State University 1994 — 2000
BS, Economics
Loyola Blakefield 1990 — 1994
Loyola University Maryland
atlantic trust August 2001 - Present
Wachovia January 1983 - August 2001
First Tulsa July 1978 - December 1982
Education
CFA Institute
Northwestern University
Masters in Business Administration, Finance
Univ. of Virginia
BS in Commerce, Finance
Atlantic Trust February 2001 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Wealth Management
Education
Binghamton University
Bachelor's degree, Accounting and Finance
U.S. Trust May 2015 - Present
Atlantic Trust February 2012 - May 2015
Pillar Financial Advisors April 2008 - February 2012
Lowell Blake and Assoc November 2003 - April 2008
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Finance
Fairfield University 1992 — 1996
Atlantic Trust September 2007 - Present
Wilmer Cutler Pickering Hale and Dorr LLP 2005 - 2007
Cassidy & Associates August 2004 - September 2005
MCRB April 2002 - December 2004
Skills
Asset Allocation, Wealth Management..., Asset Managment, Investments, Alternative Investments
Education
Morgan State University
J.P. Morgan November 2012 - Present
JPMorgan Suisse December 2010 - September 2012
JP Morgan Chase July 2008 - November 2010
Atlantic Trust January 2007 - June 2008
Skills
Portfolio Management, Trading, Investments, Financial Analysis, Alternative Investments, Fixed Income, Equities, Private Equity, Hedge Funds, Asset Management
Education
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
Bentley University 2004 — 2008
Corporate Finance and Accounting, Banking, Corporate, Finance, and Economics
Atlantic Trust March 2005 - Present
Atlantic Trust June 2002 - Present
Evergreen Investments 1999 - 2001
Evergreen Investments 1999 - 2001
Putnam Investments 1994 - 1999
Skills
Mutual Funds, Equities
Education
Bridgewater State University
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
Rubin and Rudman LLP October 2012 - Present
Tufts University January 2009 - October 2012
Atlantic Trust October 2007 - January 2009
Edwards Angell Palmer & Dodge LLP September 2000 - October 2006
Skills
Non-profits, Philanthropy, Estate Planning, Planned Giving, Fundraising, Legal Research, Legal Writing, Nonprofits
Education
Boston College Law School 1997 — 2000
JD
Wellesley College 1990 — 1994
BA, political science, English
Leerink Partners LLC April 2014 - Present
Leerink Swann July 2010 - Present
Leerink Swann April 2008 - June 2012
Leerink Swann April 2008 - June 2009
Atlantic Trust 2007 - 2008
Skills
Series 7, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Trading, Valuation, Portfolio Management, Asset Managment, Investments, Private Equity
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Fordham Prep 1999 — 2002
Atlantic Trust September 2007 - January 2009
State Street January 2005 - September 2007
Coldwell Banker May 2004 - May 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Investment Analysis
University of Connecticut
BA, International Relations
Università degli Studi di Firenze
Italian language, history, culture & arts
Atlantic Trust May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
LaSalle Bank March 2003 - July 2007
Skills
Wealth Management, Estate Planning, Investments, Investment Management, Wealth Management..., Finance, Wealth, Tax, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Masters, Taxation
Radford University 1992 — 1996
BBA, Finance
Atlantic Trust March 2014 - Present
Atlantic Trust Private Wealth Management 2010 - March 2014
First American Trust May 2005 - January 2010
Marina Advisor Group April 2002 - April 2005
Fidelity Investments June 1993 - April 2002
Education
Bentley University 1991 — 1993
BS, Finance
Bare Escentuals August 2015 - Present
Bare Escentuals April 2015 - August 2015
Capital One February 2015 - April 2015
JCPenney March 2011 - February 2015
Newell Rubbermaid December 2008 - February 2011
Aquent June 2006 - November 2008
Atlantic Trust 2007 - 2008
Eastdil Secured April 2004 - May 2006
Swift Enterprises August 2003 - May 2004
Skills
Creative Direction, Creative Strategy, Art Direction, Typography, Brand Management, Email Marketing, Concept Design, InDesign, Adobe Creative Suite, Concept Development, Illustrator, Visual Communication, Interactive Advertising, Online Marketing/Social..., Web/Mobile/Tablet Design, Layout, Branding & Identity, Graphics, Photoshop, Logo / Identity /..., QuarkXPress, Art, Brand Development, Digital Photography, Advertising, Mac, Catalogs, Logo Design, Packaging, Image Manipulation, Retail Packaging, Publication/Magazine..., Merchandising, Photography Styling, Digital Marketing, Project Management, Content Strategy, Social Media Marketing, Fashion, Retail Marketing, Online Marketing
Education
University of California, Los Angeles 2003 — 2005
Bachelor of Arts (BA), Design and Visual Communications, General
Moorpark College 1999 — 2002
Associate's Degree, Degree in Graphic Communications
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
GET Marketing February 2005 - Present
Atlantic Trust 2003 - 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Retail, Sales, Sales Management, Operations Management, Project Management, Strategic Planning, Account Management, Merchandising, Team Building, Project Planning, Forecasting, Leadership, Product Development, Marketing, Vendor Management, Business Development, Budgets, Business Planning, Key Account Management, Cross-functional Team..., Marketing Communications, Marketing Strategy, Team Leadership, Direct Sales, Event Planning, Analysis, Product Marketing, Training, Process Improvement, Advertising, Social Media Marketing, New Business Development, Program Management, Outlook, Customer Satisfaction, Logistics, Social Media, Microsoft Word, Business Strategy, Negotiation, Human Resources, Inventory Management, Access, Recruiting, Inventory Control, Income Statement
Education
Sveučilište u Rijeci
Master’s Degree, Finance Management
Mediaocean 2012 - Present
Donovan Data Systems 2005 - 2012
Atlantic Trust 2003 - 2005
Deutsche Bank 2002 - 2003
Zurich Scudder Investments 2000 - 2002
Scudder Stevens & Clark 1998 - 2000
Scudder, Stevens & Clark 1992 - 1998
Scudder, Stevens & Clark 1989 - 1992
Skills
SDLC, Financial Services, Business Analysis, Visio, Vendor Management, Equities, Fixed Income, Process Improvement, User Acceptance Testing, Analytics, Project Management, Portfolio Management, Business Process..., Business Requirements, Requirements Analysis, Analysis, Requirements Gathering, Financial Analysis, CRM
Education
Pace University
MBA, Finance
State University of New York at Albany
B.A., Sociology, Business
Ropes Wealth Advisors LLC January 2015 - Present
Ropes & Gray LLP April 2014 - December 2014
Banyan Partners August 2013 - April 2014
Silver Bridge May 2007 - July 2013
Atlantic Trust May 2001 - May 2007
JP Morgan Chase 1998 - 2001
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Bloomberg, Mutual Funds, Economics, Investment Management, Asset Management, Wealth Management, Equities, Trading, Financial Analysis, Strategic Financial..., Financial Services, Private Equity, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA/MSF, Economics
Boston College 1994 — 1998
BA, English
Boston Latin School
U.S. Trust Bank of America Private Wealth Management July 2009 - Present
Atlantic Trust December 2006 - February 2009
Atlantic Trust January 1999 - January 2007
Atlantic Trust January 1997 - January 1999
State Street Corporation January 1996 - January 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business Administration
Boston College 1992 — 1996
Bachelors of Science, Finance
Cicero School District 99 August 2009 - Present
Atlantic Trust November 2005 - June 2009
Harris Associates 1997 - 2000
Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Asset Allocation, Event Planning, Mutual Funds, Investments, Microsoft Word, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Securities, Equities, Series 7, Microsoft Office, Wealth Management, Fixed Income, Customer Service, Classroom, Tutoring
Education
Quincy University 2009 — 2010
MSE, Education
DePaul University 1992 — 1997
BSC, Finance
Fidelity Investments 2011 - Present
LPL Financial 2009 - 2011
Atlantic Trust 2004 - 2009
Fidelity Investments 1996 - 2004
Education
Boston University Questrom School of Business
MBA
Wellesley College
BA
Fifth Third Bank October 2006 - July 2009
Madison Capital Funding LLC December 2005 - August 2006
Antares Capital March 2005 - December 2005
Atlantic Trust July 2000 - August 2005
Education
Roosevelt University 2007 — 2010
BS, Business Administration
ABN AMRO Clearing Chicago LLC December 2013 - Present
IMC financial markets & asset management February 2012 - December 2013
Sargent & Lundy November 2006 - January 2012
Atlantic Trust May 1999 - October 2006
Morton Salt May 1997 - April 1999
Skills
Human Resources, Onboarding, Talent Management, Talent Acquisition, Workforce Planning, HR Policies, Deferred Compensation, College Recruiting, Performance Management, Recruiting, Technical Recruiting, Leadership, Applicant Tracking..., HRIS, Internet Recruiting, Employee Relations, Interviews, Personnel Management, Networking, Taleo, Succession Planning, Labor Relations, Executive Search, ADP Payroll, Compensation & Benefits, Strategic HR, HR Metrics, SAP ERP, PeopleSoft
Education
DePaul University
Bachelor of Science (BSc), Business Administration and Management, Cum Laude
Atlantic Trust August 2001 - Present
Wachovia, A Wells Fargo Company January 1999 - August 2001
Skills
Asset Allocation, Asset Management, Investments, Estate Planning, Asset Managment, Alternative Investments, Investment Management, Wealth Management, Hedge Funds
Education
James Madison University 1990 — 1994
BA, Finance & Accounting
Private Residence August 2013 - Present
Thion Global LLC January 2012 - August 2013
Atlantic Trust 2010 - 2011
Private Residence 2008 - 2010
The Ginger Man & The Cask Republic 2007 - 2008
Drink Bar and BarFly October 2003 - June 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Event Planning, Marketing, Event Management, Negotiation, Catering, Budgets, Budgeting, Hospitality, Purchasing, Strategic Planning, Team Building, Sales, Menu Development, Food, Food, Time Management, Restaurants, Hospitality Industry, Hospitality Management, Account Management, New Business Development, Food & Beverage, Social Media, Training, Hiring, Marketing Strategy
Education
Houston Community College 2011 — 2013
Associate of Science (A.S.), Biology
Art Institute of Dallas 2000 — 2002
Culinary Arts, Culinary Arts and Related Services
Wells Fargo 2005 - Present
Teleformix 2003 - 2004
Atlantic Trust 1998 - 2002
IBM Global Services 1995 - 1998
Cleveland Dovington Partners, Inc 1993 - 1995
Unocal 1989 - 1993
Bell & Howell 1986 - 1989
Education
The University of Chicago 1980 — 1982
BA, Economics
Michigan State University 1976 — 1978
Engineering
Northern Trust September 2009 - Present
Atlantic Trust February 1993 - July 2009
Wilmington Trust Company June 1985 - January 1993
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Mutual Funds, High Net Worth..., Banking, Investments, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Equities, Investment Strategies
Education
Villanova University School of Law 1990 — 1992
MST, Taxation
College for Financial Planning 1986 — 1989
Certified Financial Planner
University of Delaware - Lerner College of Business and Economics 1981 — 1985
BSBA, Finance
Goldman Sachs February 2013 - Present
Global Financial Advisors January 2012 - December 2012
Toad's National Golf Course/ Toad's Fun Zone May 2009 - December 2012
Atlantic Trust January 2012 - April 2012
Skills
Equities, Bloomberg Terminal, Accounting, Finance, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Weber State University 2008 — 2009
Associate, General Studies
McGladrey January 2010 - Present
Atlantic Trust May 1987 - February 2008
Stein Roe & Farnham Inc. 1987 - 2008
SRIC Holdings, LLC January 1997 - December 2001
SRIC Foundation May 1987 - December 2001
Skills
Accounting, Investments, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Lewis University 1980 — 1984
BA, Accounting
French Pastry School
Wellington Management January 2015 - Present
Atlantic Trust April 2011 - August 2014
State Street Bank & Trust May 2008 - April 2011
Investors Bank & Trust March 2006 - May 2008
Mercer HR Services August 2005 - January 2006
Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities
Education
Assumption College 2001 — 2005
Bachelor of Arts, International Business and History
Northern Trust Corporation June 2015 - Present
Aurora Investment Management March 2013 - May 2015
Aurora Investment Management May 2011 - March 2013
Northern Trust June 2006 - April 2011
Atlantic Trust 2001 - 2006
William Blair and Company 1998 - 2000
Skills
Asset Allocation, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Asset Managment
Education
East Carolina University - College of Business 1992 — 1993
MBA, 1993
Ball State University 1988 — 1992
BS, Finance
Wilson-Creativedesign.com 2011 - Present
NightOwl Tech 2005 - Present
Magic Hour Communications 2007 - 2010
Human Services Research Institute 2004 - 2007
Mass Audubon Society 2003 - 2003
Mainspring January 2000 - January 2002
Atlantic Trust 2002 - 2002
State Street Bank January 1998 - January 2000
Bilanx, Inc. 1996 - 1998
Corning Incorporated 1995 - 1996
Skills
Microsoft SQL Server, CSS, XML, CMS, JavaScript, SQL, User Experience, Linux, Software Development, AJAX, IIS, Programming, C#, Databases
Education
Northeastern University
C, Visual Basic, Accounting, and Business Law
Harvard University, John F. Kennedy School of Government 1992 — 1993
Graduate coursework, Accounting; Corporate Finance, Real Estate Finance
Harvard University 1988 — 1993
BA, Economics
Helping Hands: Monkey Helpers for the Disabled 2010 - Present
Atlantic Trust 1998 - 2010
BankBoston 1992 - 1998
Skills
Asset Allocation, Portfolio Management, Investment Management, Investments, Asset Management, Wealth Management, Nonprofits, Investment Strategies
Education
Boston University - School of Management 1973 — 1977
MBA, Finance
Cornell University 1963 — 1967
BS, Human Ecology
Atlantic Trust October 2012 - Present
AirTran Airways June 2009 - October 2012
Education
Clark Atlanta University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Atlantic Trust 2007 - Present
Skills
Alternative Investments, Valuation, Financial Modeling, Equities, Bloomberg, Asset Allocation, Investments, Asset Management, Investment Management, Portfolio Management, Equity Research, Financial Analysis, Investment Strategies, Mutual Funds, Securities
Education
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance, Marketing
Atlantic Trust July 1996 - Present
Skills
Investments, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Private Equity, Asset Management, Portfolio Management, Fixed Income, Wealth Management, Hedge Funds, Investment Strategies
Education
Michigan State University - The Eli Broad College of Business 1974 — 1977
Bachelor’s Degree, Accounting, 4.0
Harvard Business School
TAHS
Northwestern Mutual 2008 - Present
Atlantic Trust 2000 - 2008
U.S. House of Representatives 1995 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Boston University 1993 — 1995
Master of Arts (MA), International Relations and Affairs
Denison University 1988 — 1992
Bachelor of Arts (BA), English & German
Atlantic Trust September 2013 - Present
Cambridge Associates, LLC June 2009 - Present
Cambridge Associates June 2008 - June 2009
Cambridge Associates September 2007 - June 2008
Skills
Portfolio Management, Investments, Asset Allocation, Fixed Income, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, CRM, Management, Leadership, Access, Training, Accounting
Education
James Madison University 2003 — 2007
Bachelor of Business Administration, Finance; Mathematics (Minor)
Atlantic Trust October 1998 - Present
Education
Indiana University-Northwest 2008 — 2010
Master of Business Administration (MBA)
Ball State University 1992 — 1995
Geography
Atlantic Trust July 2007 - July 2012
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (J.D.)
Rice University 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government