Aviva Investors North America
Description
Address: 21 W 46th St #1001, New York, NY 10036 Phone: (212) 593-5600Place name: : Category: Website: : : : : : Hours: Website: https://www.avivainvestors.com/en-us/institutional.html Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours 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 Aviva Investors North America Posting publicly on the Web Write a review Reviews Be the first to review
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Aviva Investors North America Employees
Employee
Years
Job
Industry
Patrick Holt, CFA Patrick Holt, CFA's Aviva Investors North America Experience 2007 - September 2012
Job Performance / Equity Analyst
Industry Investment Management
Experience
Miles Capital September 2012 - May 2015
Aviva Investors North America 2007 - September 2012
Federal Home Loan Bank of Des Moines May 2005 - October 2007
Wells Fargo Home Mortgage 2004 - 2005
American Income Life Insurance Company 2002 - 2004
Skills
Fixed Income, Investment Management, Financial Modeling, Portfolio Management, Investments, Analysis, Management, Asset Management, Equity Research, Bloomberg, Equities, Financial Analysis, Valuation, FactSet, Microsoft Excel, VBA, Securities, Eagle PACE, Microsoft Access, PAM for Securities, Indata iPM, Zephyr Style Advisor
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
Providence College
B.S., Finance
Miles Capital September 2012 - May 2015
Aviva Investors North America 2007 - September 2012
Federal Home Loan Bank of Des Moines May 2005 - October 2007
Wells Fargo Home Mortgage 2004 - 2005
American Income Life Insurance Company 2002 - 2004
Skills
Fixed Income, Investment Management, Financial Modeling, Portfolio Management, Investments, Analysis, Management, Asset Management, Equity Research, Bloomberg, Equities, Financial Analysis, Valuation, FactSet, Microsoft Excel, VBA, Securities, Eagle PACE, Microsoft Access, PAM for Securities, Indata iPM, Zephyr Style Advisor
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
Providence College
B.S., Finance
Michele Slawson Michele Slawson's Aviva Investors North America Experience August 2010 - January 2011
Job Senior Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Cyndy Schmanke Cyndy Schmanke's Aviva Investors North America Experience April 1999 - July 2012
Job Administrative Assistant III
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
Aviva USA July 2012 - October 2013
Aviva Investors North America April 1999 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Customer Service
Education
Iowa Central Community College
Iowa State University
Field of study - Textile and Clothing Merchandising
Principal Financial Group December 2013 - Present
Aviva USA July 2012 - October 2013
Aviva Investors North America April 1999 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Customer Service
Education
Iowa Central Community College
Iowa State University
Field of study - Textile and Clothing Merchandising
Myra Very, CRPC® Myra Very, CRPC®'s Aviva Investors North America Experience July 2008 - March 2011
Job CBSI Dual Program Executive at CUNA Mutual Group
Industry Financial Services
Experience
DECU April 2011 - October 2014
Aviva Investors North America July 2008 - March 2011
Northwestern Mutual Financial Network December 2004 - June 2008
Skills
Series 7, Investments, Retirement Planning, Securities, Financial Services, Asset Management, Wealth Management, Sales Management, Bonds, Series 66, Series 24, Insurance, Fund Accounting, Trading Systems, Bloomberg, Investment Operations..., Personal Financial..., Financial Advisory, Back Office, Investment Advisor..., IRAs, Long Term Care Insurance, Trade Operations, Trade Compliance, Corporate Actions, Middle Office, Derivative Operations, Global Operations, Financial Markets, Disability Insurance, Fixed Income Operations, Asset Managment, Series 65, Financial Planning
Education
The American College 2013 — 2016
Chartered Financial Consultant - currently enrolled, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
University of Mary 2004 — 2005
MBA, Business
North Dakota State University 1997 — 2001
Bachelor of Science, Business Administration
DECU April 2011 - October 2014
Aviva Investors North America July 2008 - March 2011
Northwestern Mutual Financial Network December 2004 - June 2008
Skills
Series 7, Investments, Retirement Planning, Securities, Financial Services, Asset Management, Wealth Management, Sales Management, Bonds, Series 66, Series 24, Insurance, Fund Accounting, Trading Systems, Bloomberg, Investment Operations..., Personal Financial..., Financial Advisory, Back Office, Investment Advisor..., IRAs, Long Term Care Insurance, Trade Operations, Trade Compliance, Corporate Actions, Middle Office, Derivative Operations, Global Operations, Financial Markets, Disability Insurance, Fixed Income Operations, Asset Managment, Series 65, Financial Planning
Education
The American College 2013 — 2016
Chartered Financial Consultant - currently enrolled, Financial Planning
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC
University of Mary 2004 — 2005
MBA, Business
North Dakota State University 1997 — 2001
Bachelor of Science, Business Administration
Jarret Ruddy, CFA's Aviva Investors North America Experience July 2006 - May 2013
Job Sr. Investment Analyst at FBL Financial Group
Industry Financial Services
Experience
FBL Financial Group May 2013 - Present
Aviva Investors North America July 2006 - May 2013
Aviva Investors North America July 2005 - July 2006
AXA Advisors February 2002 - June 2003
Skills
Investments, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Asset Management, Risk Management, Wealth Management, Estate Planning, Personal Tax Planning, Finance, Trading, Economics, Investment Strategies, Strategic Financial..., Investment Management
Education
Drake University 2006 — 2008
Master of Financial Management, Finance, 3.8/4.0
Grand View University 1995 — 1999
Bachelor of Arts, Accounting & Business Administration
Fort Dodge St. Edmond
Fort Dodge St. Edmond
FBL Financial Group May 2013 - Present
Aviva Investors North America July 2006 - May 2013
Aviva Investors North America July 2005 - July 2006
AXA Advisors February 2002 - June 2003
Skills
Investments, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Asset Management, Risk Management, Wealth Management, Estate Planning, Personal Tax Planning, Finance, Trading, Economics, Investment Strategies, Strategic Financial..., Investment Management
Education
Drake University 2006 — 2008
Master of Financial Management, Finance, 3.8/4.0
Grand View University 1995 — 1999
Bachelor of Arts, Accounting & Business Administration
Fort Dodge St. Edmond
Fort Dodge St. Edmond
Thai Burke Thai Burke's Aviva Investors North America Experience March 2010 - January 2011
Job ITApplication Analyst II/Scrum Master, SBD IT Business Intelligence and Analytics at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group January 2013 - March 2014
Rose International February 2011 - January 2013
Aviva Investors North America March 2010 - January 2011
Aviva Investors North America October 2009 - March 2010
Principal Financial Group 2005 - 2009
Principal Financial Group 2003 - 2005
Skills
SAS programming, Data Analytics, SAS, Agile, Scrum, Kanban, SQL DB2, SQL Oracle, Data Mapping, Data Profiling, Data Mining, SAFe, Analytics, WinSQL, Informatica, Relational Databases, Team Leadership, WinSCP, SDLC, Business Analysis, Microsoft Excel, Databases, Microsoft Office, Project Planning, Visio, Investments, Agile Methodologies, SQL, PowerPoint, Microsoft Word, VBA, Project Coordination, Strategic Planning, Marketing, Human Resources, Business Development, Business Intelligence, MPI, Excel VBA, Series 7, Erwin, Data Modeling, Data Extraction, Financial Databases, Data Loading, Data Quality
Education
William Penn University
Bachelor of Arts, Business
Des Moines Area Community College
Associates Degree, Management Information System
Des Moines Area Community College
Database Specialist Certificate
Principal Financial Group March 2014 - Present
Principal Financial Group January 2013 - March 2014
Rose International February 2011 - January 2013
Aviva Investors North America March 2010 - January 2011
Aviva Investors North America October 2009 - March 2010
Principal Financial Group 2005 - 2009
Principal Financial Group 2003 - 2005
Skills
SAS programming, Data Analytics, SAS, Agile, Scrum, Kanban, SQL DB2, SQL Oracle, Data Mapping, Data Profiling, Data Mining, SAFe, Analytics, WinSQL, Informatica, Relational Databases, Team Leadership, WinSCP, SDLC, Business Analysis, Microsoft Excel, Databases, Microsoft Office, Project Planning, Visio, Investments, Agile Methodologies, SQL, PowerPoint, Microsoft Word, VBA, Project Coordination, Strategic Planning, Marketing, Human Resources, Business Development, Business Intelligence, MPI, Excel VBA, Series 7, Erwin, Data Modeling, Data Extraction, Financial Databases, Data Loading, Data Quality
Education
William Penn University
Bachelor of Arts, Business
Des Moines Area Community College
Associates Degree, Management Information System
Des Moines Area Community College
Database Specialist Certificate
Yaotian Lei Yaotian Lei's Aviva Investors North America Experience May 2010 - August 2010
Job ASA, CERA
Industry Insurance
Experience
Pacific Life December 2012 - Present
AEGON - Transamerica Life Insurance September 2010 - December 2012
Aviva Investors North America May 2010 - August 2010
Skills
Actuarial Science, Statistics, Financial Risk, Market Risk, Risk Modeling, VBA
Education
University of Iowa 2009 — 2011
MS, Actuarial Science
Rensselaer Polytechnic Institute 2007 — 2009
MS, Finance
Ohio University 2006 — 2007
MA, Economics
Huazhong University of Science and Technology 2002 — 2006
BA, Finance
Pacific Life December 2012 - Present
AEGON - Transamerica Life Insurance September 2010 - December 2012
Aviva Investors North America May 2010 - August 2010
Skills
Actuarial Science, Statistics, Financial Risk, Market Risk, Risk Modeling, VBA
Education
University of Iowa 2009 — 2011
MS, Actuarial Science
Rensselaer Polytechnic Institute 2007 — 2009
MS, Finance
Ohio University 2006 — 2007
MA, Economics
Huazhong University of Science and Technology 2002 — 2006
BA, Finance
Xiaoyi (Monica) Li Xiaoyi (Monica) Li's Aviva Investors North America Experience January 2013 - June 2013
Job M.S. Mathematical Finance Candidate at Boston University
Industry Financial Services
Experience
Capital Vision January 2015 - August 2015
PineBridge Investments August 2014 - October 2014
Aviva Investors North America January 2013 - June 2013
The University of Iowa August 2012 - December 2012
The University of Iowa December 2011 - December 2012
IHS June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - August 2011
Skills
C++, SQL, R, Fixed Income, Bloomberg, Financial Analysis, Credit Analysis, Financial Modeling, Microsoft Excel, Equity Valuation, Investment Banking, Analysis, Economic Research
Education
Boston University Questrom School of Business 2015 — 2017
Master’s Degree, Mathematical Finance
University of Iowa 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Capital Vision January 2015 - August 2015
PineBridge Investments August 2014 - October 2014
Aviva Investors North America January 2013 - June 2013
The University of Iowa August 2012 - December 2012
The University of Iowa December 2011 - December 2012
IHS June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - August 2011
Skills
C++, SQL, R, Fixed Income, Bloomberg, Financial Analysis, Credit Analysis, Financial Modeling, Microsoft Excel, Equity Valuation, Investment Banking, Analysis, Economic Research
Education
Boston University Questrom School of Business 2015 — 2017
Master’s Degree, Mathematical Finance
University of Iowa 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Ted Poulsen Ted Poulsen's Aviva Investors North America Experience 2003 - 2010
Job Vice President, Legal at Athene USA
Industry Investment Management
Experience
Athene USA January 2015 - Present
Athene Asset Management, LLC October 2013 - January 2015
Aviva USA July 2013 - October 2013
Aviva Investors North America, Inc. June 2013 - October 2013
Aviva USA May 2012 - July 2013
Aviva USA November 2010 - May 2012
Aviva Investors North America 2003 - 2010
Gunderson, Sharp & Walke December 2000 - May 2003
Heidman Law Firm July 1995 - December 2000
Supreme Court of Iowa 1994 - 1995
Skills
Corporate Governance, Business Law &..., Real Estate Transactions, Securities, Commercial Litigation, Litigation, Derivatives, Financial Regulation, Investments, Financial Risk, Mergers & Acquisitions, Corporate Finance, Insurance, Operational Risk, Auditing, Asset Management, Insurance Law, Due Diligence, Corporate Law, Licensing, Private Equity, Risk Management, Negotiation, Joint Ventures, Loans, Financial Services, Capital Markets
Education
University of Iowa College of Law 1991 — 1994
Juris Doctor, Law
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
BBA, Finance
Athene USA January 2015 - Present
Athene Asset Management, LLC October 2013 - January 2015
Aviva USA July 2013 - October 2013
Aviva Investors North America, Inc. June 2013 - October 2013
Aviva USA May 2012 - July 2013
Aviva USA November 2010 - May 2012
Aviva Investors North America 2003 - 2010
Gunderson, Sharp & Walke December 2000 - May 2003
Heidman Law Firm July 1995 - December 2000
Supreme Court of Iowa 1994 - 1995
Skills
Corporate Governance, Business Law &..., Real Estate Transactions, Securities, Commercial Litigation, Litigation, Derivatives, Financial Regulation, Investments, Financial Risk, Mergers & Acquisitions, Corporate Finance, Insurance, Operational Risk, Auditing, Asset Management, Insurance Law, Due Diligence, Corporate Law, Licensing, Private Equity, Risk Management, Negotiation, Joint Ventures, Loans, Financial Services, Capital Markets
Education
University of Iowa College of Law 1991 — 1994
Juris Doctor, Law
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
BBA, Finance
Edmund Carney Edmund Carney's Aviva Investors North America Experience January 2010 - September 2011
Job Consultant at Empath Consulting, PLLC
Industry Accounting
Experience
Empath Consulting, PLLC (a CPA Firm) October 2011 - Present
Aviva Investors North America January 2010 - September 2011
General Motors Asset Management April 2008 - December 2009
Venator June 2007 - April 2008
Rexair LLC January 2006 - May 2007
Owens Corning 2004 - 2006
Honeywell 1996 - 2004
Cambridge Industries 1995 - 1996
Deloitte 1988 - 1995
United States Marine Corps 1982 - 1988
Skills
SEC reporting, Cost Reduction, Outsourcing, Contract Management, Risk, Staff Development, Technical Accounting, Budgeting, Offshoring, Contract Negotiation, Negotiation, Program Management, Shared Services, Change Management, Vendor Management, Business Transformation, Policy Analysis, Six Sigma, Management Consulting, Revenue Recognition, Cost Control, Mentoring, Accounting Policy, Purchase Accounting, Business Analysis, US GAAP, Dodd-Frank, Restructuring, Automotive, Auditing, Consumer Products, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley, Internal Controls, Technical Writing, Technical Documentation, IFRS, FINRA, CPA, Private Pilot, Scuba Diving, FERC, ERISA, Pension Administration, Consolidated Financial..., XBRL
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Accounting
Empath Consulting, PLLC (a CPA Firm) October 2011 - Present
Aviva Investors North America January 2010 - September 2011
General Motors Asset Management April 2008 - December 2009
Venator June 2007 - April 2008
Rexair LLC January 2006 - May 2007
Owens Corning 2004 - 2006
Honeywell 1996 - 2004
Cambridge Industries 1995 - 1996
Deloitte 1988 - 1995
United States Marine Corps 1982 - 1988
Skills
SEC reporting, Cost Reduction, Outsourcing, Contract Management, Risk, Staff Development, Technical Accounting, Budgeting, Offshoring, Contract Negotiation, Negotiation, Program Management, Shared Services, Change Management, Vendor Management, Business Transformation, Policy Analysis, Six Sigma, Management Consulting, Revenue Recognition, Cost Control, Mentoring, Accounting Policy, Purchase Accounting, Business Analysis, US GAAP, Dodd-Frank, Restructuring, Automotive, Auditing, Consumer Products, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley, Internal Controls, Technical Writing, Technical Documentation, IFRS, FINRA, CPA, Private Pilot, Scuba Diving, FERC, ERISA, Pension Administration, Consolidated Financial..., XBRL
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Accounting
Patrick Molony's Aviva Investors North America Experience May 2008 - Present
Job Manager of Performance Analysis at Athene Asset Management
Industry Financial Services
Experience
Aviva Investors North America May 2008 - Present
Athene Asset Management 2008 - 2015
Athene Asset Management 2008 - 2015
Federal Home Loan Bank of Des Moines November 1999 - November 2007
University of Iowa 1998 - 1999
GMAC Mortgage June 1990 - April 1998
Deloitte June 1984 - May 1988
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Derivatives, Investment Management, Investments, Hedge Funds, Structured Products, Credit Risk, Financial Reporting, Accounting, Alternative Investments, Financial Analysis, Equity Derivatives, Valuation, Mergers & Acquisitions, Wealth Management, Equities, SAS, Risk Management, Market Risk, Corporate Actions, Banking, Analysis, Series 7, Securities, Corporate Finance, Economics, Credit Analysis, Trading, Financial Services, Finance, Financial Risk, Bonds, Strategic Financial..., Relationship Management, Cash Management, VBA, Asset Management, Investment Banking, Due Diligence, Mutual Funds, Business Analysis, Hedging, Investment Strategies, Quantitative Finance, Credit, Capital Markets, Asset Allocation
Education
University of Iowa 1997 — 1999
MBA, Operations
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Operations & Finance
University of Iowa - Henry B. Tippie College of Business 1980 — 1984
BBA, Accounting
Aviva Investors North America May 2008 - Present
Athene Asset Management 2008 - 2015
Athene Asset Management 2008 - 2015
Federal Home Loan Bank of Des Moines November 1999 - November 2007
University of Iowa 1998 - 1999
GMAC Mortgage June 1990 - April 1998
Deloitte June 1984 - May 1988
Skills
Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Derivatives, Investment Management, Investments, Hedge Funds, Structured Products, Credit Risk, Financial Reporting, Accounting, Alternative Investments, Financial Analysis, Equity Derivatives, Valuation, Mergers & Acquisitions, Wealth Management, Equities, SAS, Risk Management, Market Risk, Corporate Actions, Banking, Analysis, Series 7, Securities, Corporate Finance, Economics, Credit Analysis, Trading, Financial Services, Finance, Financial Risk, Bonds, Strategic Financial..., Relationship Management, Cash Management, VBA, Asset Management, Investment Banking, Due Diligence, Mutual Funds, Business Analysis, Hedging, Investment Strategies, Quantitative Finance, Credit, Capital Markets, Asset Allocation
Education
University of Iowa 1997 — 1999
MBA, Operations
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Operations & Finance
University of Iowa - Henry B. Tippie College of Business 1980 — 1984
BBA, Accounting
Daniel R. Kettner Daniel R. Kettner's Aviva Investors North America Experience September 2009 - January 2011
Job Vice President Client Relations
Industry Financial Services
Experience
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Alex Travis Alex Travis's Aviva Investors North America Experience May 2010 - July 2012
Job Principal at Medallion Capital, Inc.
Industry Investment Management
Experience
Medallion Capital, Inc. May 2014 - Present
Northstar Capital August 2012 - February 2014
Aviva Investors North America May 2010 - July 2012
Churchill Capital April 2007 - March 2009
GMB Mezzanine Capital 2009 - 2009
Piper Jaffray 2004 - 2007
American Equity Life Insurance 2002 - 2004
Skills
Mergers & Acquisitions, LBO, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Investments, Securities, Leveraged Finance
Education
Iowa State University 1996 — 2000
BS, Finance
Medallion Capital, Inc. May 2014 - Present
Northstar Capital August 2012 - February 2014
Aviva Investors North America May 2010 - July 2012
Churchill Capital April 2007 - March 2009
GMB Mezzanine Capital 2009 - 2009
Piper Jaffray 2004 - 2007
American Equity Life Insurance 2002 - 2004
Skills
Mergers & Acquisitions, LBO, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Investments, Securities, Leveraged Finance
Education
Iowa State University 1996 — 2000
BS, Finance
Flynn Ravner Flynn Ravner's Aviva Investors North America Experience 2007 - 2009
Job Senior Vice President, Enterprise Change Services (Reporting and Data Services) at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2009 - Present
AVIVA INVESTORS NORTH AMERICA 2007 - 2009
Wells Fargo Financial August 2006 - July 2007
Washington Mutual (WMFS) 2003 - 2006
Cap Gemini Ernst & Young/Ernst & Young July 1991 - February 2003
Skills
Business Analysis, Change Management, MS Project, Requirements Gathering, Risk Management, Project Management, SharePoint, Business Strategy, Project Planning, Management, Quality Assurance, Vendor Management, Business Process..., Program Management, Process Improvement, IT Strategy, Project Portfolio..., Management Consulting, Business Process, Requirements Analysis, Business Intelligence
Education
American University - Kogod School of Business 1989 — 1991
MBA, International Business
American University - Kogod School of Business 1984 — 1988
BS, Management Information Systems
Freehold Township High School 1980 — 1984
High School Diploma
Oaktree Capital Management March 2009 - Present
AVIVA INVESTORS NORTH AMERICA 2007 - 2009
Wells Fargo Financial August 2006 - July 2007
Washington Mutual (WMFS) 2003 - 2006
Cap Gemini Ernst & Young/Ernst & Young July 1991 - February 2003
Skills
Business Analysis, Change Management, MS Project, Requirements Gathering, Risk Management, Project Management, SharePoint, Business Strategy, Project Planning, Management, Quality Assurance, Vendor Management, Business Process..., Program Management, Process Improvement, IT Strategy, Project Portfolio..., Management Consulting, Business Process, Requirements Analysis, Business Intelligence
Education
American University - Kogod School of Business 1989 — 1991
MBA, International Business
American University - Kogod School of Business 1984 — 1988
BS, Management Information Systems
Freehold Township High School 1980 — 1984
High School Diploma
Janelle Wiggans's Aviva Investors North America Experience May 2010 - September 2013
Job Consultant at InvestTech Systems Consulting
Industry Investment Management
Experience
InvestTech Systems Consulting September 2013 - Present
Aviva Investors North America May 2010 - September 2013
Aviva Investors North America November 2008 - May 2010
Aviva Investors North America November 2006 - November 2008
Aviva Investors North America July 2006 - November 2006
Royce Capital April 2005 - June 2006
Skills
Credit Derivatives, Equity Derivatives, Collateral Management, Interest Rate..., ISDA, Middleware, Middle Office, Valuation, Operations Management, FX Derivatives, Financial Services, Bloomberg, Derivatives, Settlement, Investment Management, Investment Banking, Swaps, Options, Fixed Income, Securities, Asset Management, Investments, Asset Managment, Bonds, Business Analysis, Business Requirements, User Acceptance Testing, Regression Testing, Project Planning, Project Management, Process Improvement, Process Analysis, Requirements Analysis, Trading, Requirements Gathering
Education
University of Nevada-Reno
BS, Finance
InvestTech Systems Consulting September 2013 - Present
Aviva Investors North America May 2010 - September 2013
Aviva Investors North America November 2008 - May 2010
Aviva Investors North America November 2006 - November 2008
Aviva Investors North America July 2006 - November 2006
Royce Capital April 2005 - June 2006
Skills
Credit Derivatives, Equity Derivatives, Collateral Management, Interest Rate..., ISDA, Middleware, Middle Office, Valuation, Operations Management, FX Derivatives, Financial Services, Bloomberg, Derivatives, Settlement, Investment Management, Investment Banking, Swaps, Options, Fixed Income, Securities, Asset Management, Investments, Asset Managment, Bonds, Business Analysis, Business Requirements, User Acceptance Testing, Regression Testing, Project Planning, Project Management, Process Improvement, Process Analysis, Requirements Analysis, Trading, Requirements Gathering
Education
University of Nevada-Reno
BS, Finance
Steve S. Stotts, CFA Steve S. Stotts, CFA's Aviva Investors North America Experience May 2012 - December 2013
Job Director, Alternative Markets Solutions at Miles Capital, Inc.
Industry Investment Management
Experience
Miles Capital, Inc. November 2014 - Present
Aviva Investors North America May 2012 - December 2013
Aviva Investors North America March 2008 - May 2012
Aviva Investors North America March 1997 - March 2008
AmerUs Capital Management September 1995 - March 1997
Central Life Assurance Company July 1992 - September 1995
Principal Financial Group January 1987 - August 1990
Skills
Portfolio Management, Alternative Investments, Alternative Investment..., Hedge Funds, Private Equity, Fund Of Funds, Due Diligence, Investment Management, Investments, Investment Strategies, Fixed Income, Equities, Asset Management, Asset Allocation, Insurance, Derivatives
Education
Indiana University - Kelley School of Business 1990 — 1992
M.B.A., Finance
South Dakota State University 1982 — 1986
B.S., Economics
Miles Capital, Inc. November 2014 - Present
Aviva Investors North America May 2012 - December 2013
Aviva Investors North America March 2008 - May 2012
Aviva Investors North America March 1997 - March 2008
AmerUs Capital Management September 1995 - March 1997
Central Life Assurance Company July 1992 - September 1995
Principal Financial Group January 1987 - August 1990
Skills
Portfolio Management, Alternative Investments, Alternative Investment..., Hedge Funds, Private Equity, Fund Of Funds, Due Diligence, Investment Management, Investments, Investment Strategies, Fixed Income, Equities, Asset Management, Asset Allocation, Insurance, Derivatives
Education
Indiana University - Kelley School of Business 1990 — 1992
M.B.A., Finance
South Dakota State University 1982 — 1986
B.S., Economics
Joyce Pingel Joyce Pingel's Aviva Investors North America Experience January 2005 - June 2008
Job VPInformation Technology & Adjunct Professor
Industry Retail
Experience
Kum & Go March 2012 - Present
Drake University 2010 - Present
Epiphany, LLC January 2011 - March 2012
Aviva Investors September 2009 - January 2011
Aviva Investors June 2008 - March 2010
Aviva Investors North America January 2005 - June 2008
Aviva Investors North America March 2001 - January 2005
Principal Financial Group March 1988 - July 2001
Skills
Business Transformation, Business Strategy, Investments, IT Strategy, Change Management, Business Analysis, Project Management, Business Process..., Corporate Social..., Strategy, Leadership, Human Resources, Management
Education
Drake University 2007 — 2010
MBA, Business-Entrepreneurial Studies
London Business School 2009 — 2009
Executive Management Program - Strategy & Decision Making
University of Northern Iowa 1984 — 1987
BA, MIS/Computer Science
Kum & Go March 2012 - Present
Drake University 2010 - Present
Epiphany, LLC January 2011 - March 2012
Aviva Investors September 2009 - January 2011
Aviva Investors June 2008 - March 2010
Aviva Investors North America January 2005 - June 2008
Aviva Investors North America March 2001 - January 2005
Principal Financial Group March 1988 - July 2001
Skills
Business Transformation, Business Strategy, Investments, IT Strategy, Change Management, Business Analysis, Project Management, Business Process..., Corporate Social..., Strategy, Leadership, Human Resources, Management
Education
Drake University 2007 — 2010
MBA, Business-Entrepreneurial Studies
London Business School 2009 — 2009
Executive Management Program - Strategy & Decision Making
University of Northern Iowa 1984 — 1987
BA, MIS/Computer Science
Kevin Wagoner, CPA, MBA's Aviva Investors North America Experience 2006 - 2009
Job Experienced Finance Professional
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Aviva Investors North America 2006 - 2009
AmerUs Capital Management 2001 - 2006
AmerUs Capital Management 1998 - 2001
AmerUs Capital Management 1996 - 1998
Central Life Assurance Company 1992 - 1996
Target 1987 - 1992
Deloitte & Touche 1980 - 1985
Skills
Financial Reporting, Strategic Financial..., Finance, Accounting, Investments, Forecasting, Insurance, Asset Management, Auditing, Cash Management, Strategy, Analysis, Banking, Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA
Northwest Missouri State University 1977 — 1980
BS
Ameriprise Financial 2010 - Present
Aviva Investors North America 2006 - 2009
AmerUs Capital Management 2001 - 2006
AmerUs Capital Management 1998 - 2001
AmerUs Capital Management 1996 - 1998
Central Life Assurance Company 1992 - 1996
Target 1987 - 1992
Deloitte & Touche 1980 - 1985
Skills
Financial Reporting, Strategic Financial..., Finance, Accounting, Investments, Forecasting, Insurance, Asset Management, Auditing, Cash Management, Strategy, Analysis, Banking, Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA
Northwest Missouri State University 1977 — 1980
BS
Alex Ragias Alex Ragias's Aviva Investors North America Experience June 2011 - February 2012
Job Manager at KPMG Advisory
Industry Investment Management
Experience
KPMG Advisory September 2013 - Present
KPMG Advisory March 2012 - September 2013
Aviva Investors North America June 2011 - February 2012
Aviva Investors North America February 2010 - June 2011
Aviva Investors North America January 2009 - February 2010
Aviva Investors North America June 2008 - January 2009
Skills
Investment Management, Fixed Income, Data Management, Business Analysis, Business Process..., Bloomberg, Cadis, Charles River IMS, BlackRock Aladdin, Barclays Point, PAM for Securities, PAM for Mortgages, SimCorp Dimension, Eagle PACE, Microsoft SQL Server, Crystal Reports, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Publisher, Investments, Portfolio Management, Derivatives, Equities, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Science (BS), Finance
KPMG Advisory September 2013 - Present
KPMG Advisory March 2012 - September 2013
Aviva Investors North America June 2011 - February 2012
Aviva Investors North America February 2010 - June 2011
Aviva Investors North America January 2009 - February 2010
Aviva Investors North America June 2008 - January 2009
Skills
Investment Management, Fixed Income, Data Management, Business Analysis, Business Process..., Bloomberg, Cadis, Charles River IMS, BlackRock Aladdin, Barclays Point, PAM for Securities, PAM for Mortgages, SimCorp Dimension, Eagle PACE, Microsoft SQL Server, Crystal Reports, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Publisher, Investments, Portfolio Management, Derivatives, Equities, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Science (BS), Finance
David Ross David Ross's Aviva Investors North America Experience 2004 - December 2010
Job VP, Investment Strategy & ALM at Resolution Life
Industry Investment Management
Experience
Resolution Life April 2014 - Present
Athene USA October 2013 - April 2014
Aviva USA July 2011 - October 2013
Aviva Investors December 2010 - July 2011
Aviva Investors North America 2004 - December 2010
Aviva Investors 2004 - 2010
Maritime Life 1983 - 2004
Skills
ALM, Actuarial, Risk Management, Risk, Insurance, Asset Management, Investments, Pensions, Compliance, Derivatives, Asset Allocation, Hedging, Asset Managment, Financial Risk, Portfolio Management, Bloomberg, Actuarial Science, Equities, Economic Capital, Fixed Income, Market Risk, Enterprise Risk..., Financial Modeling, Securities, Financial Services, Investment Management, Financial Analysis, Investment Strategies, Operational Risk, Capital Markets, Alternative Investments, Credit Risk, Solvency II, Valuation, Quantitative Finance, Operational Risk..., Trading, Hedge Funds, Quantitative Analytics, Reinsurance, Mutual Funds, Fixed Annuities, Underwriting, Credit Derivatives, Bonds, Relationship Management, Life Insurance, Wealth Management, Capital Management, FX Options
Education
McMaster University 1977 — 1980
Bachelor of Science (BSc), Mathematics
John Abbott College 1975 — 1977
Bachelor of Applied Science (BASc), Pre-Engineering
Resolution Life April 2014 - Present
Athene USA October 2013 - April 2014
Aviva USA July 2011 - October 2013
Aviva Investors December 2010 - July 2011
Aviva Investors North America 2004 - December 2010
Aviva Investors 2004 - 2010
Maritime Life 1983 - 2004
Skills
ALM, Actuarial, Risk Management, Risk, Insurance, Asset Management, Investments, Pensions, Compliance, Derivatives, Asset Allocation, Hedging, Asset Managment, Financial Risk, Portfolio Management, Bloomberg, Actuarial Science, Equities, Economic Capital, Fixed Income, Market Risk, Enterprise Risk..., Financial Modeling, Securities, Financial Services, Investment Management, Financial Analysis, Investment Strategies, Operational Risk, Capital Markets, Alternative Investments, Credit Risk, Solvency II, Valuation, Quantitative Finance, Operational Risk..., Trading, Hedge Funds, Quantitative Analytics, Reinsurance, Mutual Funds, Fixed Annuities, Underwriting, Credit Derivatives, Bonds, Relationship Management, Life Insurance, Wealth Management, Capital Management, FX Options
Education
McMaster University 1977 — 1980
Bachelor of Science (BSc), Mathematics
John Abbott College 1975 — 1977
Bachelor of Applied Science (BASc), Pre-Engineering
Steve Pick's Aviva Investors North America Experience December 2009 - 2012
Job
Industry Insurance
Experience
Homesteaders Life Company 2013 - Present
Alliance Commercial Partners, LLC 2012 - 2013
Aviva Investors North America December 2009 - 2012
Principal Real Estate Investors January 2000 - December 2009
Principal Financial Group 1994 - 1999
Principal Financial Group 1990 - 1994
Ernst & Young 1985 - 1989
Skills
Asset Management, Investments, Business Management, Business Analysis, Financial Analysis, Business Planning, Financial Planning, Financial Reporting, Financial Management, Financial Control, Real Estate, Real Estate Investment, Real Estate Finance, Strategy, Management, Asset Managment, Accounting, Risk Management, Real Estate Economics, Finance, Managerial Finance
Education
Morningside College 1981 — 1985
Bachelor of Science, Accounting & Economics
Homesteaders Life Company 2013 - Present
Alliance Commercial Partners, LLC 2012 - 2013
Aviva Investors North America December 2009 - 2012
Principal Real Estate Investors January 2000 - December 2009
Principal Financial Group 1994 - 1999
Principal Financial Group 1990 - 1994
Ernst & Young 1985 - 1989
Skills
Asset Management, Investments, Business Management, Business Analysis, Financial Analysis, Business Planning, Financial Planning, Financial Reporting, Financial Management, Financial Control, Real Estate, Real Estate Investment, Real Estate Finance, Strategy, Management, Asset Managment, Accounting, Risk Management, Real Estate Economics, Finance, Managerial Finance
Education
Morningside College 1981 — 1985
Bachelor of Science, Accounting & Economics
Chakradhar Singh's Aviva Investors North America Experience April 2012 - June 2014
Job Director Hedging at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life June 2014 - Present
Aviva Investors North America April 2012 - June 2014
Aviva Investors North America December 2005 - April 2012
Tata Consultancy Services July 2002 - August 2004
Skills
Derivatives, Equities, Quantitative Finance, Fixed Income, Bloomberg, Financial Modeling, Equity Derivatives, Portfolio Management, Equity Research, Valuation, Asset Managment, Capital Markets, Interest Rate..., Credit Derivatives, Risk Management, Market Risk, Options, Investment Banking, Trading, VBA, Hedging
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics and Analytical Finance
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (B.Tech.), Materials Science
Fidelity & Guaranty Life June 2014 - Present
Aviva Investors North America April 2012 - June 2014
Aviva Investors North America December 2005 - April 2012
Tata Consultancy Services July 2002 - August 2004
Skills
Derivatives, Equities, Quantitative Finance, Fixed Income, Bloomberg, Financial Modeling, Equity Derivatives, Portfolio Management, Equity Research, Valuation, Asset Managment, Capital Markets, Interest Rate..., Credit Derivatives, Risk Management, Market Risk, Options, Investment Banking, Trading, VBA, Hedging
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics and Analytical Finance
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (B.Tech.), Materials Science
Sabeen Alwy, CPA's Aviva Investors North America Experience September 2008 - June 2010
Job Accounting Manager at USAA Real Estate Company
Industry Accounting
Experience
USAA Real Estate Company December 2013 - Present
MidAmerican Energy Company July 2013 - Present
Aviva Investors March 2012 - Present
Aviva Investors July 2010 - March 2012
Aviva Investors North America September 2008 - June 2010
MetLife October 2007 - September 2008
Ernst & Young September 2006 - October 2007
Ernst & Young September 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Services, Corporate Finance, Financial Accounting, Due Diligence, US GAAP, General Ledger, Investments, Finance, Internal Audit, Internal Controls
Education
Drake University 2002 — 2005
Bachelor of Science (B.S.), Accounting
USAA Real Estate Company December 2013 - Present
MidAmerican Energy Company July 2013 - Present
Aviva Investors March 2012 - Present
Aviva Investors July 2010 - March 2012
Aviva Investors North America September 2008 - June 2010
MetLife October 2007 - September 2008
Ernst & Young September 2006 - October 2007
Ernst & Young September 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Services, Corporate Finance, Financial Accounting, Due Diligence, US GAAP, General Ledger, Investments, Finance, Internal Audit, Internal Controls
Education
Drake University 2002 — 2005
Bachelor of Science (B.S.), Accounting
Charles Preseau's Aviva Investors North America Experience 2009 - 2014
Job Global Financial Executive | Growth & Vision Business Planning | Profit & Cash Improvement | M&A | Operations
Industry Financial Services
Experience
Aviva Investors North America 2009 - 2014
Promark Global Advisors 2004 - 2009
GMAC 1999 - 2004
General Motors Acceptance Corporation - Europe 1995 - 1999
General Motors Acceptance Corporation March 1994 - 1995
General Motors Acceptance Corporation 1993 - 1994
Deloitte & Touche 1985 - 1992
Skills
Cash Management, Asset Management, Financial Modeling, SEC reporting, Technical Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Business Administration, Accounting, Finance
Aviva Investors North America 2009 - 2014
Promark Global Advisors 2004 - 2009
GMAC 1999 - 2004
General Motors Acceptance Corporation - Europe 1995 - 1999
General Motors Acceptance Corporation March 1994 - 1995
General Motors Acceptance Corporation 1993 - 1994
Deloitte & Touche 1985 - 1992
Skills
Cash Management, Asset Management, Financial Modeling, SEC reporting, Technical Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Business Administration, Accounting, Finance
Gary Sabshon's Aviva Investors North America Experience February 2011 - Present
Job Head of Manager Research Global Hedge Funds at Aviva Investors North America
Industry Financial Services
Experience
Aviva Investors North America February 2011 - Present
Tremont Capital 2002 - 2009
BlackRock 2000 - 2002
Ernst & Young 1998 - 2000
Reuters 1995 - 1998
Mabon Securities 1993 - 1995
Shearson Lehman Brothers 1990 - 1991
Smith Barney 1988 - 1990
PaineWebber 1985 - 1988
Skills
Fixed Income, Equities, Emerging Markets, Risk Management, Credit, Macro, Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Derivatives, Asset Management, Investment Strategies, Investments, Due Diligence, Global Macro, Bonds, Equity Derivatives, Options, Hedging, Financial Markets, Investment Advisory, Investor Relations, Risk, Asset Managment, Credit Derivatives, Financial Risk, Financial Services, Mutual Funds
Education
University of Chicago 1991 — 1993
MBA, Finance, Statistics and Accounting
Hofstra University 1979 — 1983
BS, Music, Minor in Marketing
Mepham High School
Mepham High School
Aviva Investors North America February 2011 - Present
Tremont Capital 2002 - 2009
BlackRock 2000 - 2002
Ernst & Young 1998 - 2000
Reuters 1995 - 1998
Mabon Securities 1993 - 1995
Shearson Lehman Brothers 1990 - 1991
Smith Barney 1988 - 1990
PaineWebber 1985 - 1988
Skills
Fixed Income, Equities, Emerging Markets, Risk Management, Credit, Macro, Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Derivatives, Asset Management, Investment Strategies, Investments, Due Diligence, Global Macro, Bonds, Equity Derivatives, Options, Hedging, Financial Markets, Investment Advisory, Investor Relations, Risk, Asset Managment, Credit Derivatives, Financial Risk, Financial Services, Mutual Funds
Education
University of Chicago 1991 — 1993
MBA, Finance, Statistics and Accounting
Hofstra University 1979 — 1983
BS, Music, Minor in Marketing
Mepham High School
Mepham High School
Scott Brueck's Aviva Investors North America Experience June 2010 - September 2012
Job Controller at Miles Capital, Inc.
Industry Accounting
Experience
Miles Capital, Inc. September 2012 - Present
Aviva Investors North America June 2010 - September 2012
Aviva Investors October 2009 - June 2010
Principal Financial Group (Global Investors) September 2001 - May 2009
Relera, Inc. October 2000 - August 2001
Verio December 1997 - October 2000
Comcast Cable March 1997 - December 1997
Amfac Parks & Resorts April 1996 - March 1997
Avanti Petroleum June 1994 - April 1996
Education
Drake University 1993 — 1994
B.S. in Business Administration, Accounting
University of Iowa 1989 — 1991
Bachelors in Business Administration, Business Administration
Miles Capital, Inc. September 2012 - Present
Aviva Investors North America June 2010 - September 2012
Aviva Investors October 2009 - June 2010
Principal Financial Group (Global Investors) September 2001 - May 2009
Relera, Inc. October 2000 - August 2001
Verio December 1997 - October 2000
Comcast Cable March 1997 - December 1997
Amfac Parks & Resorts April 1996 - March 1997
Avanti Petroleum June 1994 - April 1996
Education
Drake University 1993 — 1994
B.S. in Business Administration, Accounting
University of Iowa 1989 — 1991
Bachelors in Business Administration, Business Administration
Aaron Dunker's Aviva Investors North America Experience 2008 - 2011
Job Project Manager at Principal Financial Group
Industry Program Development
Experience
Principal Financial Group February 2015 - Present
Nationwide Insurance October 2011 - June 2015
Aviva Investors North America 2008 - 2011
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Visio
Education
Indian Hills Community College 1988 — 1989
Ashford University
Bachelor of Arts (BA), Economics, A
Principal Financial Group February 2015 - Present
Nationwide Insurance October 2011 - June 2015
Aviva Investors North America 2008 - 2011
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Visio
Education
Indian Hills Community College 1988 — 1989
Ashford University
Bachelor of Arts (BA), Economics, A
Tracy McCormick's Aviva Investors North America Experience September 2011 - January 2014
Job Business Manager at Salisbury House and Gardens
Industry Insurance
Experience
Salisbury House and Gardens January 2014 - Present
Aviva Investors North America September 2011 - January 2014
Union Pacific Railroad December 2009 - June 2011
Union Pacific Railroad June 2007 - December 2009
Union Pacific Railroad May 2004 - June 2007
Education
Creighton University 2000 — 2004
BSBA, Finance & Marketing
Salisbury House and Gardens January 2014 - Present
Aviva Investors North America September 2011 - January 2014
Union Pacific Railroad December 2009 - June 2011
Union Pacific Railroad June 2007 - December 2009
Union Pacific Railroad May 2004 - June 2007
Education
Creighton University 2000 — 2004
BSBA, Finance & Marketing
Doren Jacobs's Aviva Investors North America Experience November 2008 - December 2011
Job Managing Principal at Trexin Consulting
Industry Investment Management
Experience
Trexin Consulting May 2012 - Present
Aviva Investors North America November 2008 - December 2011
Bear Stearns October 2006 - October 2008
Fiserv 2005 - 2006
T. Rowe Price 2002 - 2005
Clearstream Services 1999 - 2002
Citibank 1992 - 1999
NSA Software, Inc 1988 - 1992
Barclays Bank 1985 - 1988
People Machine Interface June 1980 - 1985
Skills
Securities, IT Strategy, Vendor Management, Program Management, Process Improvement, Global Custody, Corporate Actions, Data Management, Team Leadership, Business Process..., Asset Managment, Business Intelligence, Strategy, Agile Methodologies, Enterprise Architecture, Change Management, Asset Management, Management Consulting, Fixed Income, Business Analysis, PMP, ITIL, IT Management, Management, Governance, Financial Services, Risk Management, Leadership, Equities, Investment Banking, PMO, Back Office, Project Portfolio..., Business Process..., Project Delivery, IT Service Management, Solution Architecture, Software Project..., Outsourcing, Disaster Recovery, Investments, Portfolio Management, Integration, Business Process, Information Technology, Stakeholder Management, Data Warehousing, SDLC, Business Transformation, Business Requirements
Education
New York University - Polytechnic School of Engineering 1997 — 1999
MS, computer science
New York University 1992 — 1996
BA, Organizational Behavior
Trexin Consulting May 2012 - Present
Aviva Investors North America November 2008 - December 2011
Bear Stearns October 2006 - October 2008
Fiserv 2005 - 2006
T. Rowe Price 2002 - 2005
Clearstream Services 1999 - 2002
Citibank 1992 - 1999
NSA Software, Inc 1988 - 1992
Barclays Bank 1985 - 1988
People Machine Interface June 1980 - 1985
Skills
Securities, IT Strategy, Vendor Management, Program Management, Process Improvement, Global Custody, Corporate Actions, Data Management, Team Leadership, Business Process..., Asset Managment, Business Intelligence, Strategy, Agile Methodologies, Enterprise Architecture, Change Management, Asset Management, Management Consulting, Fixed Income, Business Analysis, PMP, ITIL, IT Management, Management, Governance, Financial Services, Risk Management, Leadership, Equities, Investment Banking, PMO, Back Office, Project Portfolio..., Business Process..., Project Delivery, IT Service Management, Solution Architecture, Software Project..., Outsourcing, Disaster Recovery, Investments, Portfolio Management, Integration, Business Process, Information Technology, Stakeholder Management, Data Warehousing, SDLC, Business Transformation, Business Requirements
Education
New York University - Polytechnic School of Engineering 1997 — 1999
MS, computer science
New York University 1992 — 1996
BA, Organizational Behavior
Kara VanderBeek's Aviva Investors North America Experience January 2006 - October 2011
Job Product Implementation at Athene Annuity
Industry Insurance
Experience
Athene Annuity & Life Assurance Company June 2013 - Present
Aviva October 2011 - June 2013
Aviva Investors January 2006 - October 2011
Aviva Investors North America January 2006 - October 2011
Principal Financial Group 1990 - 2000
Skills
Bloomberg, Informatica, Cadis, Charles River, SQL, Compliance, Data Management, Aladdin, Charles River IMS, Business Objects, Investments, Data Modeling, Business Analysis, Crystal Reports, Business Requirements, Asset Management, Data Warehousing, Master Data Management, Requirements Gathering, Business Process, Microsoft SQL Server, VBA, Data Migration, Requirements Analysis, Systems Analysis, Business Intelligence
Education
Lynnville-Sully 1986 — 1989
Simpson College
Athene Annuity & Life Assurance Company June 2013 - Present
Aviva October 2011 - June 2013
Aviva Investors January 2006 - October 2011
Aviva Investors North America January 2006 - October 2011
Principal Financial Group 1990 - 2000
Skills
Bloomberg, Informatica, Cadis, Charles River, SQL, Compliance, Data Management, Aladdin, Charles River IMS, Business Objects, Investments, Data Modeling, Business Analysis, Crystal Reports, Business Requirements, Asset Management, Data Warehousing, Master Data Management, Requirements Gathering, Business Process, Microsoft SQL Server, VBA, Data Migration, Requirements Analysis, Systems Analysis, Business Intelligence
Education
Lynnville-Sully 1986 — 1989
Simpson College
Dale Helling's Aviva Investors North America Experience January 1998 - October 2013
Job Senior Managing Director at CorAmerica Capital, LLC
Industry Investment Management
Experience
CorAmerica Capital, LLC June 2014 - Present
Athene Asset Management, LLC October 2013 - June 2014
Aviva Investors North America January 1998 - October 2013
Equitable Investment Services / ING 1992 - 1997
Principal Financial Group 1986 - 1992
Skills
Fixed Income, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Capital Markets, Commercial Mortgages, Mortgage Lending, Underwriting, Commercial Real Estate, Loan Servicing, Loans, Credit Analysis, Valuation, Financial Analysis, Management
Education
Colorado State University 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
CorAmerica Capital, LLC June 2014 - Present
Athene Asset Management, LLC October 2013 - June 2014
Aviva Investors North America January 1998 - October 2013
Equitable Investment Services / ING 1992 - 1997
Principal Financial Group 1986 - 1992
Skills
Fixed Income, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Capital Markets, Commercial Mortgages, Mortgage Lending, Underwriting, Commercial Real Estate, Loan Servicing, Loans, Credit Analysis, Valuation, Financial Analysis, Management
Education
Colorado State University 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
Farhad Mian CQF, CFA, FRM, PRM, CAIA, CRP's Aviva Investors North America Experience September 2009 - December 2012
Job Director, Corporate ERM & Strategic Risk at AIG
Industry Insurance
Experience
AIG June 2015 - Present
AIG February 2014 - May 2015
Aviva USA / Athene USA January 2013 - January 2014
Aviva Investors North America September 2009 - December 2012
Aviva Capital Management February 2007 - September 2009
Drake University August 2007 - December 2007
AmerUs Capital Management February 2001 - February 2007
TIG University February 2006 - May 2006
Prime Bank, Pakistan April 2003 - July 2003
Skills
Economic Capital, Risk, Market Risk, ALM, Risk Mitigation, Capital Markets, Change Management, Strategic Planning, Team Management, Risk Assessment, Portfolio Optimization, Investments, Liquidity Risk, Credit Risk, Operational Risk, Stress Testing, Enterprise Risk..., Interest Rate Risk..., Risk Management, VAR, Counterparty Risk, Capital Management, Derivatives, Capital Adequacy, Quantitative Finance, Financial Risk, Bloomberg, Fixed Income, Financial Engineering, Barcalys POINT, BRS Aladdin, Actuarial Modelling, Asset Management, Hedging, Hedge Funds, Asset Allocation, Valuation, Credit, Finance, Credit Derivatives, Investment Management, Solvency II, Structured Products, Bonds, Equity Derivatives, Alternative Investments, Insurance, Quantitative Analytics, Investment Strategies, Financial Modeling
Education
Aresty Institute of Executive Education - Wharton School, University of Pennsylvania 2011 — 2011
Corporate Training, Business Strategy, Strategic Business Decisions
7city / Wilmott 2007 — 2007
Certificate in Quantitative Finance (CQF), Quantitative Finance
Drake University 2005 — 2007
Masters, Financial Management
Drake University 2003 — 2006
MBA, Finance
Drake University 1997 — 2000
Bachelors, Finance
Aitchison College, Lahore 1990 — 1997
GCSE A' Levels, Sciences
AIG June 2015 - Present
AIG February 2014 - May 2015
Aviva USA / Athene USA January 2013 - January 2014
Aviva Investors North America September 2009 - December 2012
Aviva Capital Management February 2007 - September 2009
Drake University August 2007 - December 2007
AmerUs Capital Management February 2001 - February 2007
TIG University February 2006 - May 2006
Prime Bank, Pakistan April 2003 - July 2003
Skills
Economic Capital, Risk, Market Risk, ALM, Risk Mitigation, Capital Markets, Change Management, Strategic Planning, Team Management, Risk Assessment, Portfolio Optimization, Investments, Liquidity Risk, Credit Risk, Operational Risk, Stress Testing, Enterprise Risk..., Interest Rate Risk..., Risk Management, VAR, Counterparty Risk, Capital Management, Derivatives, Capital Adequacy, Quantitative Finance, Financial Risk, Bloomberg, Fixed Income, Financial Engineering, Barcalys POINT, BRS Aladdin, Actuarial Modelling, Asset Management, Hedging, Hedge Funds, Asset Allocation, Valuation, Credit, Finance, Credit Derivatives, Investment Management, Solvency II, Structured Products, Bonds, Equity Derivatives, Alternative Investments, Insurance, Quantitative Analytics, Investment Strategies, Financial Modeling
Education
Aresty Institute of Executive Education - Wharton School, University of Pennsylvania 2011 — 2011
Corporate Training, Business Strategy, Strategic Business Decisions
7city / Wilmott 2007 — 2007
Certificate in Quantitative Finance (CQF), Quantitative Finance
Drake University 2005 — 2007
Masters, Financial Management
Drake University 2003 — 2006
MBA, Finance
Drake University 1997 — 2000
Bachelors, Finance
Aitchison College, Lahore 1990 — 1997
GCSE A' Levels, Sciences
Amanda Ingram's Aviva Investors North America Experience March 2010 - October 2013
Job Director, Investment Operations at Security Benefit
Industry Investment Management
Experience
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors North America March 2010 - October 2013
Principal Global Investors March 2005 - March 2010
Principal Global Investors October 2002 - March 2005
Principal Global Investors April 2001 - October 2002
Manpower - Principal Global Investors June 1999 - April 2001
Skills
Corporate Actions, Investments, Equities, Fixed Income, Valuation, Asset Managment, Derivatives, Investment Management, Investment Compliance, ERISA, Debt Settlement, Equity Trading, Collateral Management, Cadis, Bloomberg, PAM for Securities, Portia, BlackRock Aladdin, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management, Settlement, Fund Accounting, Portfolio Management
Education
Grand View College 1997 — 2001
Business
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors North America March 2010 - October 2013
Principal Global Investors March 2005 - March 2010
Principal Global Investors October 2002 - March 2005
Principal Global Investors April 2001 - October 2002
Manpower - Principal Global Investors June 1999 - April 2001
Skills
Corporate Actions, Investments, Equities, Fixed Income, Valuation, Asset Managment, Derivatives, Investment Management, Investment Compliance, ERISA, Debt Settlement, Equity Trading, Collateral Management, Cadis, Bloomberg, PAM for Securities, Portia, BlackRock Aladdin, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management, Settlement, Fund Accounting, Portfolio Management
Education
Grand View College 1997 — 2001
Business
William Surerus's Aviva Investors North America Experience January 2013 - Present
Job Controller at Aviva Investors North America
Industry Financial Services
Experience
Aviva Investors North America January 2013 - Present
Experis (formerly Jefferson Wells) July 2012 - December 2012
MF Global January 2009 - April 2012
Mesirow Financial November 1988 - January 2009
Skills
Hedge Funds, Financial Analysis, Internal Controls, Financial Reporting, Asset Management, Auditing, Internal Audit, Account Reconciliation, Sarbanes-Oxley Act, Investments, Series 7, Accounting, Cash Management, Options, Financial Modeling, FX Options, Financial Services, Securities, Risk Management, Capital Markets, Process Improvement, Fixed Income, Financial Accounting, US GAAP, General Ledger, Bloomberg, SEC filings, Accounts Payable, Equities, Due Diligence, Derivatives, Alternative Investments, Finance
Education
DePaul University
BS Commerce, Accounting
Aviva Investors North America January 2013 - Present
Experis (formerly Jefferson Wells) July 2012 - December 2012
MF Global January 2009 - April 2012
Mesirow Financial November 1988 - January 2009
Skills
Hedge Funds, Financial Analysis, Internal Controls, Financial Reporting, Asset Management, Auditing, Internal Audit, Account Reconciliation, Sarbanes-Oxley Act, Investments, Series 7, Accounting, Cash Management, Options, Financial Modeling, FX Options, Financial Services, Securities, Risk Management, Capital Markets, Process Improvement, Fixed Income, Financial Accounting, US GAAP, General Ledger, Bloomberg, SEC filings, Accounts Payable, Equities, Due Diligence, Derivatives, Alternative Investments, Finance
Education
DePaul University
BS Commerce, Accounting
Charles Bognanno's Aviva Investors North America Experience June 2011 - June 2012
Job Financial Analyst at Intralinks
Industry Financial Services
Experience
Intralinks October 2014 - Present
NICE Actimize June 2013 - October 2014
NICE Actimize September 2012 - May 2013
Aviva Investors North America June 2011 - June 2012
Skills
Investments, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Bloomberg, Equity Research, Microsoft Office, Capital IQ, Essbase, Finance, Corporate Finance, Mergers & Acquisitions, Equities, Financial Analysis, Analysis, Management, Business Analysis
Education
Iowa State University 2010 — 2012
B.S, Business; Accounting & Finance
Investment Banking Institute 2012 — 2012
Intralinks October 2014 - Present
NICE Actimize June 2013 - October 2014
NICE Actimize September 2012 - May 2013
Aviva Investors North America June 2011 - June 2012
Skills
Investments, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Bloomberg, Equity Research, Microsoft Office, Capital IQ, Essbase, Finance, Corporate Finance, Mergers & Acquisitions, Equities, Financial Analysis, Analysis, Management, Business Analysis
Education
Iowa State University 2010 — 2012
B.S, Business; Accounting & Finance
Investment Banking Institute 2012 — 2012
L Ryan, SPHR, SHRM-SCP's Aviva Investors North America Experience September 2011 - March 2014
Job Director of Human Resources at LCS
Industry Hospital & Health Care
Experience
LCS March 2015 - Present
Kemin Industries April 2014 - March 2015
Aviva Investors North America September 2011 - March 2014
Aviva Investors Australia May 2001 - August 2011
Financial Institutions Remuneration Group (FIRG) 2001 - 2011
Aviva Australia August 1999 - June 2001
Great Sights 1993 - 1996
Skills
Equities, Asset Managment, Investment Management, Rewards, HR Transformation, Talent Management, Employee Benefits, Employee Engagement, Asset Allocation, Performance Management, HRIS, Executive Pay, Change Management, Onboarding, Asset Management, Succession Planning, Culture Change, Human Resources, Organizational Design, HR Consulting, Personnel Management, Employer Branding, Strategic Human...
Education
University of Auckland 1996 — 1998
Masters degree, Commerce / Business, First Class Honours
University of Auckland 1994 — 1996
Bachelor of Arts (B.A.), History, Management
Wellesley High School 1984 — 1987
High School
Wesley Intermediate 1980 — 1980
LCS March 2015 - Present
Kemin Industries April 2014 - March 2015
Aviva Investors North America September 2011 - March 2014
Aviva Investors Australia May 2001 - August 2011
Financial Institutions Remuneration Group (FIRG) 2001 - 2011
Aviva Australia August 1999 - June 2001
Great Sights 1993 - 1996
Skills
Equities, Asset Managment, Investment Management, Rewards, HR Transformation, Talent Management, Employee Benefits, Employee Engagement, Asset Allocation, Performance Management, HRIS, Executive Pay, Change Management, Onboarding, Asset Management, Succession Planning, Culture Change, Human Resources, Organizational Design, HR Consulting, Personnel Management, Employer Branding, Strategic Human...
Education
University of Auckland 1996 — 1998
Masters degree, Commerce / Business, First Class Honours
University of Auckland 1994 — 1996
Bachelor of Arts (B.A.), History, Management
Wellesley High School 1984 — 1987
High School
Wesley Intermediate 1980 — 1980