Atlantic Trust Private Wealth Management
Industry: Company
DescriptionFounded: 1923 Parent organization: Canadian Imperial Bank of Commerce Subsidiary: Atlantic Trust PWM
Atlantic Trust Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Trust Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Atlantic Trust Private Wealth Management Salaries. You can even request information on how much does Atlantic Trust Private Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Atlantic Trust Private Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40 Atlantic Trust Private Wealth Management employees in database. Find out everything there's to know about Atlantic Trust Private Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Atlantic Trust Private Wealth Management Employees
Employee
Years
Job
Industry
Sam Adams Sam Adams's Atlantic Trust Private Wealth Management Experience July 2014 - Present
Job Associate Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management July 2014 - Present
New Harbor Capital LLC January 2014 - March 2014
Goldman Sachs June 2013 - August 2013
Atlanticus (formerly CompuCredit) July 2010 - July 2012
SmartClub International Language School January 2010 - June 2010
The Breckenridge Group June 2007 - July 2009
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, M&A execution, Financial Analysis, Investment Banking, Leveraged Finance, Strategy, Investments, Corporate Development, Finance, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Management, Private Equity, Financial Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S. Commerce
The Westminster Schools
2003
Atlantic Trust Private Wealth Management July 2014 - Present
New Harbor Capital LLC January 2014 - March 2014
Goldman Sachs June 2013 - August 2013
Atlanticus (formerly CompuCredit) July 2010 - July 2012
SmartClub International Language School January 2010 - June 2010
The Breckenridge Group June 2007 - July 2009
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, M&A execution, Financial Analysis, Investment Banking, Leveraged Finance, Strategy, Investments, Corporate Development, Finance, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Management, Private Equity, Financial Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S. Commerce
The Westminster Schools
2003
Aaron Blatter Aaron Blatter's Atlantic Trust Private Wealth Management Experience September 2013 - December 2013
Job Private Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Alta Ventures Mexico September 2014 - December 2014
Clarke Capital Partners June 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints April 2013 - January 2014
Atlantic Trust Private Wealth Management September 2013 - December 2013
Skills
Teaching, Microsoft Excel, Research, Leadership, PowerPoint, Tutoring, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Critical Thinking, Time Management
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Finance, Asset Management
Credit Suisse June 2015 - Present
Alta Ventures Mexico September 2014 - December 2014
Clarke Capital Partners June 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints April 2013 - January 2014
Atlantic Trust Private Wealth Management September 2013 - December 2013
Skills
Teaching, Microsoft Excel, Research, Leadership, PowerPoint, Tutoring, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Critical Thinking, Time Management
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Finance, Asset Management
Max Belforti Max Belforti's Atlantic Trust Private Wealth Management Experience June 2014 - September 2014
Job Debt Capital Markets Analyst at HSBC
Industry Investment Banking
Experience
HSBC Global Banking and Markets July 2015 - Present
Venturi & Company LLC October 2014 - March 2015
Atlantic Trust Private Wealth Management June 2014 - September 2014
Gator Trading Partners LLC June 2010 - September 2010
Education
Santa Clara University - Leavey School of Business 2011 — 2015
BA, Finance
HSBC Global Banking and Markets July 2015 - Present
Venturi & Company LLC October 2014 - March 2015
Atlantic Trust Private Wealth Management June 2014 - September 2014
Gator Trading Partners LLC June 2010 - September 2010
Education
Santa Clara University - Leavey School of Business 2011 — 2015
BA, Finance
Chad N. Bell Chad N. Bell's Atlantic Trust Private Wealth Management Experience September 2014 - January 2015
Job Credit Research Summer Analyst at NISA Investment Advisors, L.L.C.
Industry Financial Services
Experience
Brigham Young University August 2015 - Present
BYU Global Financial Advisors January 2015 - Present
NISA Investment Advisors, L.L.C. May 2015 - August 2015
Atlantic Trust Private Wealth Management September 2014 - January 2015
Vivint May 2014 - September 2014
Cisco January 2014 - May 2014
Brigham Young University, Marriott School of Management August 2013 - April 2014
American HealthCare Lending August 2013 - January 2014
Brigham Young University September 2010 - December 2010
National Youth Leadership Training May 2008 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Microsoft Office, Interpersonal..., Equity Research, Fixed Income, Credit Analysis, Customer Service, Analysis, Teamwork, Forecasting, Team Building, Bond Markets, Financial Modeling, PowerPoint, Microsoft Word, Data Analysis, Critical Thinking, Finance, Financial Services, Corporate Finance, Data Entry, Access, Balance Sheet, Accounting, Visio, Problem Solving, Strategic Financial..., VBA, Market Research, Budgets, Income Statement, Training, Management, Research
Education
Brigham Young University 2011 — 2016
Bachelor of Science in Finance, Accounting and Finance
Timberline High School 2007 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.85 G.P.A.
Brigham Young University August 2015 - Present
BYU Global Financial Advisors January 2015 - Present
NISA Investment Advisors, L.L.C. May 2015 - August 2015
Atlantic Trust Private Wealth Management September 2014 - January 2015
Vivint May 2014 - September 2014
Cisco January 2014 - May 2014
Brigham Young University, Marriott School of Management August 2013 - April 2014
American HealthCare Lending August 2013 - January 2014
Brigham Young University September 2010 - December 2010
National Youth Leadership Training May 2008 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Microsoft Office, Interpersonal..., Equity Research, Fixed Income, Credit Analysis, Customer Service, Analysis, Teamwork, Forecasting, Team Building, Bond Markets, Financial Modeling, PowerPoint, Microsoft Word, Data Analysis, Critical Thinking, Finance, Financial Services, Corporate Finance, Data Entry, Access, Balance Sheet, Accounting, Visio, Problem Solving, Strategic Financial..., VBA, Market Research, Budgets, Income Statement, Training, Management, Research
Education
Brigham Young University 2011 — 2016
Bachelor of Science in Finance, Accounting and Finance
Timberline High School 2007 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.85 G.P.A.
Charles Dale, CFA, CIC Charles Dale, CFA, CIC's Atlantic Trust Private Wealth Management Experience March 1993 - Present
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management March 1993 - Present
Skills
Hedge Funds, Private Equity, Asset Allocation, Wealth Management, Asset Managment, Endowments, Non-profit Boards, Estate Planning, New Business Development, Investments, Relationship Management, Alternative Investments, Asset Management, Equities, Finance, Investment Management, Portfolio Management, Investment Strategies, Investment Advisory, Fixed Income
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
University of Michigan 1986 — 1990
BA, Economics
Atlantic Trust Private Wealth Management March 1993 - Present
Skills
Hedge Funds, Private Equity, Asset Allocation, Wealth Management, Asset Managment, Endowments, Non-profit Boards, Estate Planning, New Business Development, Investments, Relationship Management, Alternative Investments, Asset Management, Equities, Finance, Investment Management, Portfolio Management, Investment Strategies, Investment Advisory, Fixed Income
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
University of Michigan 1986 — 1990
BA, Economics
David Van Blerkom David Van Blerkom's Atlantic Trust Private Wealth Management Experience June 2013 - June 2014
Job Private Investor
Industry Investment Management
Experience
David Van Blerkom June 2014 - Present
BYU Management Society - San Francisco Chapter July 2013 - Present
Atlantic Trust Private Wealth Management June 2013 - June 2014
Inflective Asset Management 2005 - 2011
Goldman Sachs 1989 - 2005
TSA Capital Management 1988 - 1989
Paine Webber 1985 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Options, Bonds, Investment Strategies, Investor Relations, Risk Management, Asset Allocation, Wealth Management, Multi-generational..., Strategy, Investment Management, Finance, Private Equity, Economics, Prime Brokerage, Capital Markets, Capital, Valuation, Corporate Finance, High Net Worth..., Securities, Mutual Funds, Alternative Investments, Institutional..., Fund Of Funds, Investment Banking, Asset Management, Investments, Portfolio Management, Bloomberg, Strategic Financial..., Financial Services, Technical Analysis, Venture Capital, Series 63, Equity Research, Estate Planning, Series 7, Investment Advisory, Financial Markets, Wealth Management..., Financial Modeling, ETFs, Portfolio Optimization, Emerging Markets
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance and Entrepreneurship
Brigham Young University 1980 — 1985
BS, Finance and Accounting, minor in French
David Van Blerkom June 2014 - Present
BYU Management Society - San Francisco Chapter July 2013 - Present
Atlantic Trust Private Wealth Management June 2013 - June 2014
Inflective Asset Management 2005 - 2011
Goldman Sachs 1989 - 2005
TSA Capital Management 1988 - 1989
Paine Webber 1985 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Options, Bonds, Investment Strategies, Investor Relations, Risk Management, Asset Allocation, Wealth Management, Multi-generational..., Strategy, Investment Management, Finance, Private Equity, Economics, Prime Brokerage, Capital Markets, Capital, Valuation, Corporate Finance, High Net Worth..., Securities, Mutual Funds, Alternative Investments, Institutional..., Fund Of Funds, Investment Banking, Asset Management, Investments, Portfolio Management, Bloomberg, Strategic Financial..., Financial Services, Technical Analysis, Venture Capital, Series 63, Equity Research, Estate Planning, Series 7, Investment Advisory, Financial Markets, Wealth Management..., Financial Modeling, ETFs, Portfolio Optimization, Emerging Markets
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance and Entrepreneurship
Brigham Young University 1980 — 1985
BS, Finance and Accounting, minor in French
Micaela Luckovich's Atlantic Trust Private Wealth Management Experience June 2015 - Present
Job Marketing Assistant at Atlantic Trust Private Wealth Management
Industry Marketing and Advertising
Experience
Atlantic Trust Private Wealth Management June 2015 - Present
Chick-fil-A Corporate August 2014 - December 2014
AutoTrader.com, Cox Automotive May 2014 - August 2014
Rent Athens September 2013 - May 2014
AppVault June 2013 - August 2013
GROUP1201 June 2013 - August 2013
The Graphic Cow December 2012 - May 2013
AppVault June 2012 - August 2012
HealthyLife Sciences, LLC (d/b/a Healthe Trim) June 2010 - August 2010
Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Data Analysis, CRM, Response Management, Google Analytics, WiX, Hub, MailChimp, InDesign, Photoshop, Sales, Customer Service, Marketing, Operations Management
Education
University of Georgia 2010 — 2014
Bachelor of Arts (B.A.), Journalism & Mass Communications, Advertising
Atlantic Trust Private Wealth Management June 2015 - Present
Chick-fil-A Corporate August 2014 - December 2014
AutoTrader.com, Cox Automotive May 2014 - August 2014
Rent Athens September 2013 - May 2014
AppVault June 2013 - August 2013
GROUP1201 June 2013 - August 2013
The Graphic Cow December 2012 - May 2013
AppVault June 2012 - August 2012
HealthyLife Sciences, LLC (d/b/a Healthe Trim) June 2010 - August 2010
Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Data Analysis, CRM, Response Management, Google Analytics, WiX, Hub, MailChimp, InDesign, Photoshop, Sales, Customer Service, Marketing, Operations Management
Education
University of Georgia 2010 — 2014
Bachelor of Arts (B.A.), Journalism & Mass Communications, Advertising
Amanda Marsted Amanda Marsted's Atlantic Trust Private Wealth Management Experience May 2014 - Present
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Allan Kiser's Atlantic Trust Private Wealth Management Experience January 2003 - December 2004
Job Director of Compliance and Operations at Marketfield Asset Management
Industry Financial Services
Experience
Marketfield Asset Management July 2012 - Present
UBS Financial Services, Inc. June 2006 - July 2012
Bank of New York January 2005 - June 2006
Atlantic Trust Private Wealth Management January 2003 - December 2004
Skills
Series 24, S7, 63, FINRA Securities..., Securities, AML, Wealth Management, Compliance, Investments
Education
University of Massachusetts Boston 1984 — 1988
Bachelor of Arts, Legal Studies
Guilford College
Marketfield Asset Management July 2012 - Present
UBS Financial Services, Inc. June 2006 - July 2012
Bank of New York January 2005 - June 2006
Atlantic Trust Private Wealth Management January 2003 - December 2004
Skills
Series 24, S7, 63, FINRA Securities..., Securities, AML, Wealth Management, Compliance, Investments
Education
University of Massachusetts Boston 1984 — 1988
Bachelor of Arts, Legal Studies
Guilford College
Bart Zino's Atlantic Trust Private Wealth Management Experience June 2013 - Present
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Atlantic Trust Private Wealth Management June 2013 - Present
iFusion Marketing LLC January 2014 - March 2015
Crescerance August 2013 - March 2014
Theta Chi Fraternity June 2010 - March 2013
Theta Chi Fraternity June 2008 - June 2010
Skills
Social Media, Writing, Adobe Creative Suite, Research, Copy Editing, Photo Editing, Page Design, Strategic Planning, Brand Development, Layout, Image Editing, Nonprofits, Public Relations, Blogging, Project Management, Newsletters, Media Relations, Editing, Fundraising
Education
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Journalism
General Assembly
General Assembly
Atlantic Trust Private Wealth Management June 2013 - Present
iFusion Marketing LLC January 2014 - March 2015
Crescerance August 2013 - March 2014
Theta Chi Fraternity June 2010 - March 2013
Theta Chi Fraternity June 2008 - June 2010
Skills
Social Media, Writing, Adobe Creative Suite, Research, Copy Editing, Photo Editing, Page Design, Strategic Planning, Brand Development, Layout, Image Editing, Nonprofits, Public Relations, Blogging, Project Management, Newsletters, Media Relations, Editing, Fundraising
Education
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Journalism
General Assembly
General Assembly
Kelly Jones Kelly Jones's Atlantic Trust Private Wealth Management Experience September 2000 - June 2005
Job Senior Vice President, Head of Marketing at Lenox Advisors
Industry Marketing and Advertising
Experience
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Amy Januskis's Atlantic Trust Private Wealth Management Experience 2007 - 2007
Job Business Systems Analyst Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - July 2015
Januskis Consulting, LLC May 2014 - November 2014
Sapient Global Markets July 2013 - January 2014
Pioneer Investments November 2008 - May 2013
DST International December 2007 - October 2008
Staples May 2007 - November 2007
Atlantic Trust Private Wealth Management 2007 - 2007
Bank of America January 2006 - October 2006
GMO November 2005 - December 2005
Morgan Stanley September 2004 - December 2004
Skills
Essbase, Business Intelligence, Requirements Analysis, Advanced SQL, Derivatives, Business Analysis, Business Requirements, Functional..., SDLC, Eagle PACE, Goldensource, Enterprise Data, Data Integration, Master Data Management, Eagle GIPS Composites,..., Manage Client..., IT Relationship..., Eagle Vendor Relations..., Latent Zero, Swaps, TIBCO Enterprise..., Requirements Gathering, Business Process Design, Data Mapping, XML, ETL, Technical Documentation, Process Flow..., Support Documentation, User Documentation, Operational Streamlining, Operational Risk, Team Management, Knowledge Transfer, SQL Tuning, Stored Procedures, Advanced Excel, Data Quality, Managing Database, Troubleshooting, Security master best of..., Global Position &..., Bond Analytic Reporting, Tidal Enterprise..., HP QualityCenter 11.0, Serena PVCS Version..., Serena Team Track, WebEx, Datastage ETL, Dataflux
Education
CFA Program 2010 — 2010
Chartered Financial Analyst Curriculum
Stonehill College 1994 — 1998
Bachelor of Science, Finance
Instituto Di Lorenzo De Medici, Florence, Italy 1997 — 1997
On Scholarship, International Study Abroad Business Program
BNY Mellon December 2014 - July 2015
Januskis Consulting, LLC May 2014 - November 2014
Sapient Global Markets July 2013 - January 2014
Pioneer Investments November 2008 - May 2013
DST International December 2007 - October 2008
Staples May 2007 - November 2007
Atlantic Trust Private Wealth Management 2007 - 2007
Bank of America January 2006 - October 2006
GMO November 2005 - December 2005
Morgan Stanley September 2004 - December 2004
Skills
Essbase, Business Intelligence, Requirements Analysis, Advanced SQL, Derivatives, Business Analysis, Business Requirements, Functional..., SDLC, Eagle PACE, Goldensource, Enterprise Data, Data Integration, Master Data Management, Eagle GIPS Composites,..., Manage Client..., IT Relationship..., Eagle Vendor Relations..., Latent Zero, Swaps, TIBCO Enterprise..., Requirements Gathering, Business Process Design, Data Mapping, XML, ETL, Technical Documentation, Process Flow..., Support Documentation, User Documentation, Operational Streamlining, Operational Risk, Team Management, Knowledge Transfer, SQL Tuning, Stored Procedures, Advanced Excel, Data Quality, Managing Database, Troubleshooting, Security master best of..., Global Position &..., Bond Analytic Reporting, Tidal Enterprise..., HP QualityCenter 11.0, Serena PVCS Version..., Serena Team Track, WebEx, Datastage ETL, Dataflux
Education
CFA Program 2010 — 2010
Chartered Financial Analyst Curriculum
Stonehill College 1994 — 1998
Bachelor of Science, Finance
Instituto Di Lorenzo De Medici, Florence, Italy 1997 — 1997
On Scholarship, International Study Abroad Business Program
Joe Waldvogel, CFP ®, CAIA Joe Waldvogel, CFP ®, CAIA's Atlantic Trust Private Wealth Management Experience March 2013 - Present
Job Vice President, Associate Relationship Manager
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management March 2013 - Present
Atlantic Trust Private Wealth Management April 2011 - March 2013
Kraft Foods Inc September 2005 - March 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Asset Management, Equities, Corporate Finance, Investments, Asset Allocation, Strategic Financial..., Finance, Data Analysis, Fixed Income, Forecasting, Securities, Alternative Investments, Capital Markets, Private Equity, Analysis, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters, Business Administration; finance and financial analysis
University of Illinois College of Liberal Arts and Sciences 2001 — 2005
B.S, Biological Sciences as
Atlantic Trust Private Wealth Management March 2013 - Present
Atlantic Trust Private Wealth Management April 2011 - March 2013
Kraft Foods Inc September 2005 - March 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Asset Management, Equities, Corporate Finance, Investments, Asset Allocation, Strategic Financial..., Finance, Data Analysis, Fixed Income, Forecasting, Securities, Alternative Investments, Capital Markets, Private Equity, Analysis, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters, Business Administration; finance and financial analysis
University of Illinois College of Liberal Arts and Sciences 2001 — 2005
B.S, Biological Sciences as
Cindy Corriveau Cindy Corriveau's Atlantic Trust Private Wealth Management Experience 2010 - 2010
Job Senior Business Systems Analyst at Daniel Roberts
Industry Information Technology and Services
Experience
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Linda Beerman's Atlantic Trust Private Wealth Management Experience 2001 - Present
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management 2001 - Present
Wachovia Bank, N.A. August 1978 - December 2001
Education
Wake Forest University School of Law 1975 — 1978
JD
Denison University 1968 — 1972
BA, English
Atlantic Trust Private Wealth Management 2001 - Present
Wachovia Bank, N.A. August 1978 - December 2001
Education
Wake Forest University School of Law 1975 — 1978
JD
Denison University 1968 — 1972
BA, English
John Prybyla's Atlantic Trust Private Wealth Management Experience October 2014 - Present
Job Business Systems Consultant
Industry Investment Management
Experience
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
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
William Curran's Atlantic Trust Private Wealth Management Experience August 2012 - August 2012
Job Davidson College StudentAthlete & Incoming Corporate Investment Banking Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
TRIMONT R E Advisors May 2014 - June 2014
TRIMONT R E Advisors June 2013 - July 2013
Atlantic Trust Private Wealth Management August 2012 - August 2012
Watts & Browning June 2011 - June 2011
Dunwoody Speed May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Written & Oral..., Strategic Planning, Youth Development, Sports Coaching
Education
Davidson College 2012 — 2016
ECONOMICS AND FINANCE
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance - Analytical tools and their application to key policy issues.
Training the Street 2013 — 2013
Marist School 2006 — 2012
Honor Graduate, A.P. Scholar with Distinction
Woodward Academy 1998 — 2006
SunTrust Robinson Humphrey June 2015 - August 2015
TRIMONT R E Advisors May 2014 - June 2014
TRIMONT R E Advisors June 2013 - July 2013
Atlantic Trust Private Wealth Management August 2012 - August 2012
Watts & Browning June 2011 - June 2011
Dunwoody Speed May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Written & Oral..., Strategic Planning, Youth Development, Sports Coaching
Education
Davidson College 2012 — 2016
ECONOMICS AND FINANCE
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance - Analytical tools and their application to key policy issues.
Training the Street 2013 — 2013
Marist School 2006 — 2012
Honor Graduate, A.P. Scholar with Distinction
Woodward Academy 1998 — 2006
Nolan Robinett Nolan Robinett's Atlantic Trust Private Wealth Management Experience 2006 - Present
Job Vice President at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management 2006 - Present
FactSet Research Systems 2004 - 2006
RIM Finance, LLC 2003 - 2004
Skills
FactSet, Bloomberg, Excel
Education
DePaul University 2000 — 2004
Bachelor of Science, Finance
Boston University - Boston Institute of Finance
Atlantic Trust Private Wealth Management 2006 - Present
FactSet Research Systems 2004 - 2006
RIM Finance, LLC 2003 - 2004
Skills
FactSet, Bloomberg, Excel
Education
DePaul University 2000 — 2004
Bachelor of Science, Finance
Boston University - Boston Institute of Finance
Giovanni Boccia, CFP® Giovanni Boccia, CFP®'s Atlantic Trust Private Wealth Management Experience April 2014 - Present
Job Vice President, Associate Relationship Manager at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management April 2014 - Present
SunTrust Bank January 2012 - April 2014
SunTrust Bank October 2008 - April 2014
SunTrust Bank September 2005 - October 2008
Skills
Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Asset Managment, Investments, Model Portfolios, Mutual Funds, Investment Portfolio, Bloomberg, Asset Management, Financial Markets, Investment Advisory
Education
DePaul University
Financial Planning Certificate Program
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Finance
DePaul University 2001 — 2005
BS in Commerce, Finance
Atlantic Trust Private Wealth Management April 2014 - Present
SunTrust Bank January 2012 - April 2014
SunTrust Bank October 2008 - April 2014
SunTrust Bank September 2005 - October 2008
Skills
Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Asset Managment, Investments, Model Portfolios, Mutual Funds, Investment Portfolio, Bloomberg, Asset Management, Financial Markets, Investment Advisory
Education
DePaul University
Financial Planning Certificate Program
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Finance
DePaul University 2001 — 2005
BS in Commerce, Finance
Jaclyn Zurawski's Atlantic Trust Private Wealth Management Experience 2005 - 2007
Job Healthcare Managing Consultant at Navigant
Industry Hospital & Health Care
Experience
Navigant September 2013 - Present
Navigant May 2011 - August 2013
Emory Healthcare June 2009 - May 2011
Emory Healthcare January 2008 - June 2009
SHPS 2007 - 2007
Atlantic Trust Private Wealth Management 2005 - 2007
Skills
Six Sigma Green Belt, Process Improvement, Financial Modeling, Strategic Planning, Financial Analysis, Data Analysis, Project Management, Business Analysis, Business Process..., Analysis, Strategy, Cross-functional Team..., Management Consulting, Business Development, Healthcare, Six Sigma, Budgets, Finance
Education
Emory University - Goizueta Business School 2008 — 2011
MBA, Strategy, Marketing, Healthcare
Georgia Institute of Technology 2002 — 2006
BS Business Management, Minor in Biomedical Engineering
Navigant September 2013 - Present
Navigant May 2011 - August 2013
Emory Healthcare June 2009 - May 2011
Emory Healthcare January 2008 - June 2009
SHPS 2007 - 2007
Atlantic Trust Private Wealth Management 2005 - 2007
Skills
Six Sigma Green Belt, Process Improvement, Financial Modeling, Strategic Planning, Financial Analysis, Data Analysis, Project Management, Business Analysis, Business Process..., Analysis, Strategy, Cross-functional Team..., Management Consulting, Business Development, Healthcare, Six Sigma, Budgets, Finance
Education
Emory University - Goizueta Business School 2008 — 2011
MBA, Strategy, Marketing, Healthcare
Georgia Institute of Technology 2002 — 2006
BS Business Management, Minor in Biomedical Engineering
Adrian Moravcsik, CFA's Atlantic Trust Private Wealth Management Experience 2004 - 2006
Job Director of Business Development/Pillar Pacific
Industry Investment Management
Experience
Pillar Pacific Capital Management May 2008 - Present
Morgan Stanley September 2007 - May 2008
Atlantic Trust Private Wealth Management 2004 - 2006
Education
Stanford University 1977 — 1981
BA, Political Science
Pillar Pacific Capital Management May 2008 - Present
Morgan Stanley September 2007 - May 2008
Atlantic Trust Private Wealth Management 2004 - 2006
Education
Stanford University 1977 — 1981
BA, Political Science
Pamela Lent, CFA's Atlantic Trust Private Wealth Management Experience 1983 - 2006
Job Senior Investment Advisor at Lowenhaupt Global Advisors
Industry Investment Management
Experience
Lowenhaupt Global Advisors October 2006 - Present
Atlantic Trust Private Wealth Management 1983 - 2006
Stein Roe and Farnham 1983 - 2006
Atlantic Trust/Stein Roe Investment Counsel 1983 - 2006
Stein Roe 1983 - 2006
Skills
Asset Managment, Alternative Investments, Asset Management, Investment Strategies, Investments, Hedge Funds, Investment Advisory, Private Equity, Mutual Funds, Wealth Management..., Portfolio Management, Strategic Financial..., Wealth Management, Investment Management, Fixed Income, Equities, Securities, Asset Allocation, Estate Planning
Education
Colorado College
BA
New York University
MBA
Lowenhaupt Global Advisors October 2006 - Present
Atlantic Trust Private Wealth Management 1983 - 2006
Stein Roe and Farnham 1983 - 2006
Atlantic Trust/Stein Roe Investment Counsel 1983 - 2006
Stein Roe 1983 - 2006
Skills
Asset Managment, Alternative Investments, Asset Management, Investment Strategies, Investments, Hedge Funds, Investment Advisory, Private Equity, Mutual Funds, Wealth Management..., Portfolio Management, Strategic Financial..., Wealth Management, Investment Management, Fixed Income, Equities, Securities, Asset Allocation, Estate Planning
Education
Colorado College
BA
New York University
MBA
Kira Pistello's Atlantic Trust Private Wealth Management Experience March 2008 - Present
Job Vice President
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management March 2008 - Present
Atlantic Trust December 2005 - March 2008
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Anthropology, Classical Civilization Archaeology
Atlantic Trust Private Wealth Management March 2008 - Present
Atlantic Trust December 2005 - March 2008
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Anthropology, Classical Civilization Archaeology
Patricia Bannan's Atlantic Trust Private Wealth Management Experience January 2007 - Present
Job Member, Dean's Executive Advisory Board at UNH, Whittemore School of Business
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Aaron M. Newland, CFP's Atlantic Trust Private Wealth Management Experience 2010 - March 2014
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
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
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
Mike Zeier's Atlantic Trust Private Wealth Management Experience May 2014 - Present
Job Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Financial Analysis
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Financial Analysis
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Dee Ann Schedler's Atlantic Trust Private Wealth Management Experience 2004 - Present
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust December 2004 - Present
Atlantic Trust Private Wealth Management 2004 - Present
SunTrust Bank 2000 - 2004
Riggs Bank 1997 - 2000
ASB Capital Management August 1989 - February 1999
Education
The University of Texas at Austin 1983 — 1987
BA, Government
Atlantic Trust December 2004 - Present
Atlantic Trust Private Wealth Management 2004 - Present
SunTrust Bank 2000 - 2004
Riggs Bank 1997 - 2000
ASB Capital Management August 1989 - February 1999
Education
The University of Texas at Austin 1983 — 1987
BA, Government
Richard Havey's Atlantic Trust Private Wealth Management Experience 1999 - Present
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust September 1999 - Present
Atlantic Trust - Private Wealth Management (Denver) 1999 - Present
Atlantic Trust Private Wealth Management 1999 - Present
United Bank of Denver/Norwest/Wells Fargo 1985 - 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance
Atlantic Trust September 1999 - Present
Atlantic Trust - Private Wealth Management (Denver) 1999 - Present
Atlantic Trust Private Wealth Management 1999 - Present
United Bank of Denver/Norwest/Wells Fargo 1985 - 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance
Reading Wilson, CFA's Atlantic Trust Private Wealth Management Experience March 2002 - May 2008
Job Vice President at River Capital Advisors
Industry Investment Management
Experience
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
Jackie Hodgman's Atlantic Trust Private Wealth Management Experience July 2008 - Present
Job Professional
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management July 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance
Atlantic Trust Private Wealth Management July 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance
Michaela Lemieux's Atlantic Trust Private Wealth Management Experience December 2004 - August 2008
Job Eligibility Worker at Employment & Human Services
Industry Financial Services
Experience
Bowhay Investments, LLC March 2010 - March 2012
Atlantic Trust Private Wealth Management December 2004 - August 2008
Paul A Bissinger, Jr. February 1991 - 2006
Stein Roe Investment Counsel 2001 - 2004
Skills
Customer Relations, Customer Satisfaction, Reception, Organizing, Business Correspondence, Records Management, Compliance, Microsoft Office 2007, Quickbooks Pro 2010..., Bookkeeping, Accounts Payable, Accounts Receivable, Payroll Processing, Payroll Taxes, Tax Preparation, Tax Reporting, Portfolio Accounting, Account Reconciliation, Research, Office Management, Data Entry, Forms Processing, Client Services, Medical Terminology, Medical Transcription
Education
Diablo Valley College 1991 — 2007
A.A., Liberal Studies
Bowhay Investments, LLC March 2010 - March 2012
Atlantic Trust Private Wealth Management December 2004 - August 2008
Paul A Bissinger, Jr. February 1991 - 2006
Stein Roe Investment Counsel 2001 - 2004
Skills
Customer Relations, Customer Satisfaction, Reception, Organizing, Business Correspondence, Records Management, Compliance, Microsoft Office 2007, Quickbooks Pro 2010..., Bookkeeping, Accounts Payable, Accounts Receivable, Payroll Processing, Payroll Taxes, Tax Preparation, Tax Reporting, Portfolio Accounting, Account Reconciliation, Research, Office Management, Data Entry, Forms Processing, Client Services, Medical Terminology, Medical Transcription
Education
Diablo Valley College 1991 — 2007
A.A., Liberal Studies
Reading Wilson's Atlantic Trust Private Wealth Management Experience February 2003 - June 2008
Job Member, Portfolio Mangager at GRT Capital Partners, LLC
Industry Investment Management
Experience
GRT Capital Partners, LLC June 2014 - Present
Flatirons Bank March 2010 - Present
LHC Management, LLC December 2010 - June 2014
River Capital Advisors, Inc. June 2008 - November 2009
Atlantic Trust Private Wealth Management February 2003 - June 2008
Banc of America Securities, Inc. April 1998 - December 2000
First Union Capital Markets April 1995 - April 1998
Kidder, Peabody & Co., Inc. June 1986 - April 1995
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Accounting, Analysis, Asset Management, Business Strategy, Due Diligence, Financial Analysis, Investments, Management, Mergers, Portfolio Management, Start-ups, Strategy, Equities
Education
Northwestern University 1982 — 1986
Bachelor of Arts (BA), Economics
University School 1968 — 1982
GRT Capital Partners, LLC June 2014 - Present
Flatirons Bank March 2010 - Present
LHC Management, LLC December 2010 - June 2014
River Capital Advisors, Inc. June 2008 - November 2009
Atlantic Trust Private Wealth Management February 2003 - June 2008
Banc of America Securities, Inc. April 1998 - December 2000
First Union Capital Markets April 1995 - April 1998
Kidder, Peabody & Co., Inc. June 1986 - April 1995
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Accounting, Analysis, Asset Management, Business Strategy, Due Diligence, Financial Analysis, Investments, Management, Mergers, Portfolio Management, Start-ups, Strategy, Equities
Education
Northwestern University 1982 — 1986
Bachelor of Arts (BA), Economics
University School 1968 — 1982
Sajeev Popat's Atlantic Trust Private Wealth Management Experience June 2008 - August 2008
Job Analyst at InsightSquared
Industry Financial Services
Experience
InsightSquared September 2014 - Present
Progress Ventures September 2012 - August 2014
Progress Partners June 2012 - August 2014
SVB Financial Group January 2011 - January 2012
C.W. Downer & Co. October 2010 - January 2011
Sityodtong Inc April 2008 - July 2010
NetScout Systems July 2009 - August 2009
Atlantic Trust Private Wealth Management June 2008 - August 2008
Vesper Realty June 2007 - August 2007
Tufts Friedman School June 2005 - August 2005
Skills
Spreadsheets, Bloomberg, Financial Reporting, Excel, Microsoft Office, Stata, Business Planning, Financial Modeling, Financial Analysis, Valuation, Hindi, Microsoft Excel, Portfolio Management, Analysis
Education
Tufts University
Bachelor of Science, Quantitative Economics
Concord Academy 2003 — 2006
CFA Institute
Passed all three CFA exams
InsightSquared September 2014 - Present
Progress Ventures September 2012 - August 2014
Progress Partners June 2012 - August 2014
SVB Financial Group January 2011 - January 2012
C.W. Downer & Co. October 2010 - January 2011
Sityodtong Inc April 2008 - July 2010
NetScout Systems July 2009 - August 2009
Atlantic Trust Private Wealth Management June 2008 - August 2008
Vesper Realty June 2007 - August 2007
Tufts Friedman School June 2005 - August 2005
Skills
Spreadsheets, Bloomberg, Financial Reporting, Excel, Microsoft Office, Stata, Business Planning, Financial Modeling, Financial Analysis, Valuation, Hindi, Microsoft Excel, Portfolio Management, Analysis
Education
Tufts University
Bachelor of Science, Quantitative Economics
Concord Academy 2003 — 2006
CFA Institute
Passed all three CFA exams
Cary Chapman's Atlantic Trust Private Wealth Management Experience August 2005 - Present
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management August 2005 - Present
Curian Capital LLC 2002 - 2004
Skills
Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
Arizona State University 1984 — 1988
BS, Business
Arizona State University - W. P. Carey School of Business 1984 — 1988
BS, Business Administration
Atlantic Trust Private Wealth Management August 2005 - Present
Curian Capital LLC 2002 - 2004
Skills
Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
Arizona State University 1984 — 1988
BS, Business
Arizona State University - W. P. Carey School of Business 1984 — 1988
BS, Business Administration
W. McKinney Holland's Atlantic Trust Private Wealth Management Experience April 2011 - December 2011
Job Accountant II External Financial Reporting/Consolidations
Industry Accounting
Experience
Equifax June 2013 - Present
Invesco Ltd. December 2011 - June 2013
Atlantic Trust Private Wealth Management April 2011 - December 2011
Wipro BPO March 2010 - April 2011
Clemson University September 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Receivable, Analysis, Microsoft Office, Account Reconciliation, Variance Analysis
Education
Clemson University 2007 — 2009
B.S., Accounting
Equifax June 2013 - Present
Invesco Ltd. December 2011 - June 2013
Atlantic Trust Private Wealth Management April 2011 - December 2011
Wipro BPO March 2010 - April 2011
Clemson University September 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Receivable, Analysis, Microsoft Office, Account Reconciliation, Variance Analysis
Education
Clemson University 2007 — 2009
B.S., Accounting
Lisa Kane's Atlantic Trust Private Wealth Management Experience March 2011 - September 2012
Job Investment Advisor Associate, Financial Engines
Industry Financial Services
Experience
Financial Engines November 2014 - Present
State Street March 2014 - November 2014
State Street September 2012 - March 2014
Atlantic Trust Private Wealth Management March 2011 - September 2012
Needham Electric Supply Corp. (NESCO) May 2010 - March 2011
Roche Bros. Supermarkets September 2003 - May 2010
Skills
Securities, Bloomberg, Mutual Funds, Equities, Investments, Accounting, Pricing, Account Reconciliation, Auditing, Month End Close, Multi-currency Horizon, Microsoft Excel, Financial Analysis, Financial Accounting, Financial Reporting, Corporate Actions, Wealth Management, Eclipse, ETFs, Financial Services, Investment Advisory, 401k
Education
University of Massachusetts Boston 2012 — 2014
MBA
Salem State College 2006 — 2010
Bachelor of Science, Business Administration and Management, General
Bond University 2009 — 2009
Management
Financial Engines November 2014 - Present
State Street March 2014 - November 2014
State Street September 2012 - March 2014
Atlantic Trust Private Wealth Management March 2011 - September 2012
Needham Electric Supply Corp. (NESCO) May 2010 - March 2011
Roche Bros. Supermarkets September 2003 - May 2010
Skills
Securities, Bloomberg, Mutual Funds, Equities, Investments, Accounting, Pricing, Account Reconciliation, Auditing, Month End Close, Multi-currency Horizon, Microsoft Excel, Financial Analysis, Financial Accounting, Financial Reporting, Corporate Actions, Wealth Management, Eclipse, ETFs, Financial Services, Investment Advisory, 401k
Education
University of Massachusetts Boston 2012 — 2014
MBA
Salem State College 2006 — 2010
Bachelor of Science, Business Administration and Management, General
Bond University 2009 — 2009
Management
Eddie Pawlowski's Atlantic Trust Private Wealth Management Experience May 2012 - Present
Job Fixed Income Intern
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2012 - Present
Bentley Investment Group May 2012 - Present
Macroeconomic Group December 2011 - Present
CW Capital June 2011 - May 2012
Bentley University- Office of Academic Services January 2011 - December 2011
Northern Bank & Trust Company January 2008 - September 2010
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Westford Academy 2005 — 2009
Atlantic Trust Private Wealth Management May 2012 - Present
Bentley Investment Group May 2012 - Present
Macroeconomic Group December 2011 - Present
CW Capital June 2011 - May 2012
Bentley University- Office of Academic Services January 2011 - December 2011
Northern Bank & Trust Company January 2008 - September 2010
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Westford Academy 2005 — 2009
Christopher J. Lanouette, CFA's Atlantic Trust Private Wealth Management Experience October 2006 - Present
Job Managing Director, Fixed Income Portfolio Manager at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management October 2006 - Present
Congress Asset Management January 2000 - October 2006
Investors Capital February 1996 - January 2000
G.R. Stuart & Company September 1993 - February 1995
Education
Hartwick College 1989 — 1992
Bachelor of Arts, Accounting & Management
Atlantic Trust Private Wealth Management October 2006 - Present
Congress Asset Management January 2000 - October 2006
Investors Capital February 1996 - January 2000
G.R. Stuart & Company September 1993 - February 1995
Education
Hartwick College 1989 — 1992
Bachelor of Arts, Accounting & Management
Lauren Culver's Atlantic Trust Private Wealth Management Experience June 2015 - Present
Job Associate Vice President, Senior Client Service Associate at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management June 2015 - Present
Camden Asset Management, LP April 2014 - March 2015
Trust Company of the West November 2006 - March 2014
UBS Financial Services, Inc. August 2005 - October 2006
Skills
Series 7, Series 66, Alternative Investments, Investments, Fixed Income, Mutual Funds, Series 63, Investment Strategies, Uniform Combined State..., Asset Managment, Equities, Asset Allocation, Bloomberg, Capital Markets, Client Services, Derivatives, Emerging Markets, Equity Research, Financial Services, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Private Equity, Securities, Wealth Management, Asset Management
Education
University of California, Berkeley 2001 — 2005
BA, Sociology
Atlantic Trust Private Wealth Management June 2015 - Present
Camden Asset Management, LP April 2014 - March 2015
Trust Company of the West November 2006 - March 2014
UBS Financial Services, Inc. August 2005 - October 2006
Skills
Series 7, Series 66, Alternative Investments, Investments, Fixed Income, Mutual Funds, Series 63, Investment Strategies, Uniform Combined State..., Asset Managment, Equities, Asset Allocation, Bloomberg, Capital Markets, Client Services, Derivatives, Emerging Markets, Equity Research, Financial Services, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Private Equity, Securities, Wealth Management, Asset Management
Education
University of California, Berkeley 2001 — 2005
BA, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY