Bank of America/Columbia Management
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Bank of America/Columbia Management Employees
Bank of America/Columbia Management February 2006 - April 2012
Bank of America/Columbia Management April 2005 - February 2006
Banc of America Investments, Inc July 2002 - April 2005
Skills
Fixed Income, Banking, Credit, Bloomberg, Equities, Derivatives, Portfolio Management, Relationship Management, Mutual Funds, Risk Management, Asset Managment, Financial Modeling, Investments, Settlement
Education
University of Virginia 1998 — 2001
Bachelor of Arts (BA), Economics with a concentration in Financial Economics
University of Maine 1997 — 1998
Bridgewell Resources LLC March 2013 - Present
FocusPoint Solutions January 2009 - March 2013
FocusPoint Solutions May 2006 - January 2009
Datalynx/Fiserv Trust Company July 2004 - May 2006
Columbia Management Group November 1996 - October 2003
Bank of America/Columbia Management 1998 - 2003
Crabbe Huson Funds 1996 - 1998
Skills
Management
Education
Kansas State University
Bachelor of Applied Science (BASc), Economics
The University of Kansas
Ascensus College Savings December 2013 - Present
Olmstead Associates November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2006 - September 2008
State Street Bank August 2005 - September 2006
State Street Bank September 2003 - August 2005
State Street Bank October 2000 - September 2003
State Street Bank May 1998 - October 2000
DebSan Decorating, Inc. March 1996 - May 1998
Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans
Education
Ashford University 2009 — 2010
BA, Business Administaration
Massasoit Community College 1999 — 2003
AA, Business
Clark University
certificate, IT
abington high school
Aberdeen Asset Management September 2010 - Present
Old Mutual Asset Management June 2009 - September 2010
Bank of America/Columbia Management June 2006 - June 2009
Bank of America June 2006 - June 2009
Davenport & Company LLC 2003 - 2006
FINRA 2000 - 2003
NASD 2000 - 2003
Education
Assumption College 1995 — 1999
BA, Economics
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Bank of America/Columbia Management July 2004 - Present
Waddell and Reed August 2002 - April 2003
Merrill Lynch January 2000 - December 2000
Goldman Sachs January 1999 - December 1999
Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management
Education
University of North Carolina at Charlotte
Finance
Ameriprise Financial May 2010 - Present
Bank of America/Columbia Management July 2003 - April 2010
Citigroup (Smith Barney) Asset Management 1993 - 2003
Skills
Securities, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Financial Services, Equities, Fixed Income, Risk Management
Education
The Catholic University of America, Columbus School of Law 1982 — 1986
JD, Law
Duke University 1975 — 1979
AB, Russian Area Studies and History
Adecco Group September 2011 - February 2012
Michael Page 2008 - 2008
Bank of America/Columbia Management August 2005 - August 2007
Manpower/Bank of America January 2005 - August 2005
Skills
MS Office Suite 2007:...
Education
Suffolk University 2001 — 2003
Masters, Public Administration
Self Employed Freelance Work April 1996 - Present
Bank of America Merrill Lynch May 2006 - July 2013
Bank of America/Columbia Management April 1996 - October 2005
Laughlin Group of Companies July 1995 - April 1996
O'Neil/Beriault Public Relations December 1993 - July 1995
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Writing, Website Development, Supervisory Experience, Newsletter Production, Event Planning, Print Production Process, Project Management, Collateral Management, Public Relations, Non-profit Boards, Social Media, Multi-media Marketing..., Integrated Marketing, Retirement, Internal Communications, Direct Marketing, Content Strategy, Copywriting, Investments
Education
Linfield College 1989 — 1993
Bachelor of Arts, Business and English