Brandywine Global
Industry: Company
DescriptionFounded: 1986 Subsidiary: Brandywine Global Investment Management (Asia) Pte. Ltd Parent organization: Legg Mason
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Brandywine Global Employees
Employee
Years
Job
Industry
David Colubriale David Colubriale's Brandywine Global Experience June 2005 - January 2012
Job Associate at AJO
Industry Financial Services
Experience
AJO July 2014 - Present
BlackRock October 2013 - July 2014
State Street January 2012 - October 2013
Brandywine Global June 2005 - January 2012
Vanguard March 2004 - May 2005
Skills
Equities, Mutual Funds, Investments, Bloomberg, Securities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Portfolio Management, Derivatives, Investment Management, Trading, Hedge Funds, Financial Services, Cash Management, CRD, Order Management, Account Reconciliation, Trade Operations, Project Management, Fund Accounting, Trading Systems
Education
Drexel University
Finance
AJO July 2014 - Present
BlackRock October 2013 - July 2014
State Street January 2012 - October 2013
Brandywine Global June 2005 - January 2012
Vanguard March 2004 - May 2005
Skills
Equities, Mutual Funds, Investments, Bloomberg, Securities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Portfolio Management, Derivatives, Investment Management, Trading, Hedge Funds, Financial Services, Cash Management, CRD, Order Management, Account Reconciliation, Trade Operations, Project Management, Fund Accounting, Trading Systems
Education
Drexel University
Finance
Michael Purcell, CIMA®, AIF® Michael Purcell, CIMA®, AIF®'s Brandywine Global Experience 2000 - 2010
Job Team Leader, DCIO Specialist at Manning & Napier
Industry Investment Management
Experience
Manning & Napier 2010 - Present
Brandywine Global 2000 - 2010
Education
Arizona State University
Bachelor of Science (BS), Finance
University of Notre Dame
Master of Business Administration (M.B.A.), Finance
Manning & Napier 2010 - Present
Brandywine Global 2000 - 2010
Education
Arizona State University
Bachelor of Science (BS), Finance
University of Notre Dame
Master of Business Administration (M.B.A.), Finance
Max Moltchanov Max Moltchanov's Brandywine Global Experience July 2004 - December 2007
Job Sr. Investment Portfolio Analyst, INTECH LLC
Industry Investment Management
Experience
INTECH Investment Management LLC June 2009 - Present
BlackRock September 2008 - June 2009
Delaware Investments December 2007 - September 2008
Brandywine Global July 2004 - December 2007
JPMorgan Chase April 2003 - July 2004
Brandywine Global March 2000 - March 2003
Skills
Equities, Mutual Funds, Investments, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Asset Management, Executive Reporting, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling
Education
Goldey-Beacom College 2004 — 2005
MBA, Financial Management
INTECH Investment Management LLC June 2009 - Present
BlackRock September 2008 - June 2009
Delaware Investments December 2007 - September 2008
Brandywine Global July 2004 - December 2007
JPMorgan Chase April 2003 - July 2004
Brandywine Global March 2000 - March 2003
Skills
Equities, Mutual Funds, Investments, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Asset Management, Executive Reporting, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling
Education
Goldey-Beacom College 2004 — 2005
MBA, Financial Management
Michael Dieschbourg Michael Dieschbourg's Brandywine Global Experience 2005 - 2007
Job Senior Vice President Alternatives/Managed Risk Group at Federated Investors, Inc.
Industry Financial Services
Experience
Federated Investors, Inc. January 2014 - Present
Broadmark Asset Management April 2011 - January 2014
Global Currents Investment Management, LLC 2008 - 2010
Brandywine Global 2005 - 2007
Smith Barney Consulting Group, formerly Citigroup 1996 - 2002
Skills
Bloomberg, P&L, Institutional..., Retirement, Asset Allocation, Finance, Alternative Investments, Trading, Asset Managment, CRM, Financial Services, Risk Management, Income Statement, Securities, Separately Managed..., Global Marketing, Portfolio Management, Strategy, Equities, Fixed Income, Investment Management, Asset Management
Education
Loyola University of Chicago
BBA, Marketing
Federated Investors, Inc. January 2014 - Present
Broadmark Asset Management April 2011 - January 2014
Global Currents Investment Management, LLC 2008 - 2010
Brandywine Global 2005 - 2007
Smith Barney Consulting Group, formerly Citigroup 1996 - 2002
Skills
Bloomberg, P&L, Institutional..., Retirement, Asset Allocation, Finance, Alternative Investments, Trading, Asset Managment, CRM, Financial Services, Risk Management, Income Statement, Securities, Separately Managed..., Global Marketing, Portfolio Management, Strategy, Equities, Fixed Income, Investment Management, Asset Management
Education
Loyola University of Chicago
BBA, Marketing
Djamel Daho Bachir Djamel Daho Bachir's Brandywine Global Experience January 2005 - July 2012
Job Sr. Application Developer at Dupont Capital Management
Industry Financial Services
Experience
Dupont Capital Management July 2012 - Present
Brandywine Global January 2005 - July 2012
Amazon.com May 2004 - December 2004
Skills
VBA, VB.NET, Microsoft SQL Server, ASP.NET, Oracle, PL/SQL, ASP, SAS, SQL, C#, Portfolio Management, Asset Managment, C++, Trading, Bloomberg, Fixed Income, Equities, Derivatives, Eagle PACE, Crystal Reports, Portfolio Performance..., Portia, Databases, Data Warehousing, Access, Trading Systems, .NET, Data Analysis, Securities, Technical Analysis, Bonds, Software Development, Requirements Analysis, Performance Attribution
Education
Goldey-Beacom College 2001 — 2003
MBA, Financial Management
Université d'Oran Es-Sénia 1992 — 1997
Ingenieur, Informatique
Dupont Capital Management July 2012 - Present
Brandywine Global January 2005 - July 2012
Amazon.com May 2004 - December 2004
Skills
VBA, VB.NET, Microsoft SQL Server, ASP.NET, Oracle, PL/SQL, ASP, SAS, SQL, C#, Portfolio Management, Asset Managment, C++, Trading, Bloomberg, Fixed Income, Equities, Derivatives, Eagle PACE, Crystal Reports, Portfolio Performance..., Portia, Databases, Data Warehousing, Access, Trading Systems, .NET, Data Analysis, Securities, Technical Analysis, Bonds, Software Development, Requirements Analysis, Performance Attribution
Education
Goldey-Beacom College 2001 — 2003
MBA, Financial Management
Université d'Oran Es-Sénia 1992 — 1997
Ingenieur, Informatique
Joel Faircloth, MBA Joel Faircloth, MBA's Brandywine Global Experience 2004 - 2005
Job Director of Investment Research and Investment Manager
Industry Financial Services
Experience
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Peter Scilovati, CIMA®*'s Brandywine Global Experience 1999 - 2001
Job Financial Advisor at Hoover Financial Advisors
Industry Financial Services
Experience
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Anthony Salter's Brandywine Global Experience May 2005 - August 2005
Job Audit Senior Manager at KPMG
Industry Accounting
Experience
KPMG August 2006 - Present
Brandywine Global May 2005 - August 2005
Brandywine Global May 2003 - August 2003
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Accounting, CPA, Internal Controls, Financial Analysis, Financial Reporting, External Audit, GAAP, S-1, SEC Financial Reporting
Education
Penn State University 2002 — 2006
BS, Accounting
Ridley High School 1998 — 2001
KPMG August 2006 - Present
Brandywine Global May 2005 - August 2005
Brandywine Global May 2003 - August 2003
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Accounting, CPA, Internal Controls, Financial Analysis, Financial Reporting, External Audit, GAAP, S-1, SEC Financial Reporting
Education
Penn State University 2002 — 2006
BS, Accounting
Ridley High School 1998 — 2001
Bonnie Riehl Bonnie Riehl's Brandywine Global Experience September 2010 - July 2013
Job Registered Veterinary Technician
Industry Medical Practice
Experience
Veterinary Specialty Hospital March 2015 - Present
Rover.com January 2015 - Present
eVestment December 2014 - Present
ACCESS Specialty Animal Hospitals September 2014 - October 2014
Hope Veterinary Specialists May 2014 - July 2014
University of Pennsylvania - Ryan Veterinary Hospital May 2014 - July 2014
University of Pennsylvania - Ryan Veterinary Hospital January 2014 - May 2014
Hope Veterinary Specialists May 2013 - May 2014
New Bolton Center Hospital September 2013 - January 2014
Brandywine Global September 2010 - July 2013
Skills
Pet First Aid
Education
Harcum College 2011 — 2014
Associate of Science, Veterinary Technology
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
MBA, Master's of Business Administration
Villanova University 2000 — 2004
B.S., Business Administration
Veterinary Specialty Hospital March 2015 - Present
Rover.com January 2015 - Present
eVestment December 2014 - Present
ACCESS Specialty Animal Hospitals September 2014 - October 2014
Hope Veterinary Specialists May 2014 - July 2014
University of Pennsylvania - Ryan Veterinary Hospital May 2014 - July 2014
University of Pennsylvania - Ryan Veterinary Hospital January 2014 - May 2014
Hope Veterinary Specialists May 2013 - May 2014
New Bolton Center Hospital September 2013 - January 2014
Brandywine Global September 2010 - July 2013
Skills
Pet First Aid
Education
Harcum College 2011 — 2014
Associate of Science, Veterinary Technology
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
MBA, Master's of Business Administration
Villanova University 2000 — 2004
B.S., Business Administration
Ivy Gluck's Brandywine Global Experience July 2014 - Present
Job Equity Analyst at Brandywine Global
Industry Investment Management
Experience
Brandywine Global July 2014 - Present
Brandywine Global Investment Management June 2013 - August 2013
Education
Bryn Mawr College 2010 — 2014
Mathematics
Brandywine Global July 2014 - Present
Brandywine Global Investment Management June 2013 - August 2013
Education
Bryn Mawr College 2010 — 2014
Mathematics
Steve Roeper, CISSP Steve Roeper, CISSP's Brandywine Global Experience May 1999 - January 2006
Job Sr. Manager Information Security Analysis at Capital One
Industry Information Services
Experience
Capital One August 2015 - Present
Confidential November 2014 - July 2015
Airgas August 2013 - November 2014
Pepco Holdings Inc. May 2013 - August 2013
Friess Associates January 2006 - March 2013
Brandywine Global May 1999 - January 2006
USMC 1992 - 1993
Skills
Security, Disaster Recovery, Information Security, Network Security, Computer Security, VMware, Business Continuity, Firewalls, Information Technology, Program Management, Risk Management, Enterprise Architecture, Project Management, CISSP, Infrastructure, Information Security..., IT Operations, IT Management, IT Audit, IT Strategy, Virtualization, Vulnerability Management, Active Directory, Windows 7, VMware Infrastructure, Vulnerability Assessment, PCI DSS, Data Center, Network Architecture, Governance, Penetration Testing, IT Service Management, VoIP, DNS, Windows Server, IDS, SIEM, Symantec Endpoint..., Sarbanes-Oxley Act, Leadership, Security Awareness..., HIPAA, DHS CFATS, NERC, SSAE 16, SOC 1, Scrum, Agile Methodologies, Security Audit
Education
Goldey Beacom College 2002 — 2004
AS, CIS, 4.0
Capital One August 2015 - Present
Confidential November 2014 - July 2015
Airgas August 2013 - November 2014
Pepco Holdings Inc. May 2013 - August 2013
Friess Associates January 2006 - March 2013
Brandywine Global May 1999 - January 2006
USMC 1992 - 1993
Skills
Security, Disaster Recovery, Information Security, Network Security, Computer Security, VMware, Business Continuity, Firewalls, Information Technology, Program Management, Risk Management, Enterprise Architecture, Project Management, CISSP, Infrastructure, Information Security..., IT Operations, IT Management, IT Audit, IT Strategy, Virtualization, Vulnerability Management, Active Directory, Windows 7, VMware Infrastructure, Vulnerability Assessment, PCI DSS, Data Center, Network Architecture, Governance, Penetration Testing, IT Service Management, VoIP, DNS, Windows Server, IDS, SIEM, Symantec Endpoint..., Sarbanes-Oxley Act, Leadership, Security Awareness..., HIPAA, DHS CFATS, NERC, SSAE 16, SOC 1, Scrum, Agile Methodologies, Security Audit
Education
Goldey Beacom College 2002 — 2004
AS, CIS, 4.0
Jonathan Rehr Jonathan Rehr's Brandywine Global Experience July 2007 - September 2007
Job Random Drug Testing Coordinator at Concorde Inc
Industry Financial Services
Experience
Concorde Inc January 2011 - Present
Aberdeen Asset Management November 2007 - February 2009
Brandywine Global July 2007 - September 2007
Citigroup December 2005 - June 2007
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science, Marketing minor: Accounting
Concorde Inc January 2011 - Present
Aberdeen Asset Management November 2007 - February 2009
Brandywine Global July 2007 - September 2007
Citigroup December 2005 - June 2007
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science, Marketing minor: Accounting
David Monahan, CPA David Monahan, CPA's Brandywine Global Experience July 2001 - January 2013
Job Experienced accounting professional and team leader.
Industry Accounting
Experience
Nason Construction, Inc. May 2015 - August 2015
Mellon Certified Restoration October 2014 - May 2015
Elko & Associates September 2013 - June 2014
Brandywine Global July 2001 - January 2013
Brandywine Global July 2001 - March 2007
Energy Assets June 1999 - July 2001
Energy Assets June 1999 - July 2001
Philadelphia Macaroni Company April 1996 - June 1999
F.A. Davis Company June 1995 - April 1996
Tri-J Enterprises September 1992 - February 1995
Skills
Asset Managment, Investments, Management, Sarbanes-Oxley Act, Strategic Planning, Accounts Receivable, Risk Management, Management Consulting, Asset Management, Financial Reporting, Accounting, Auditing, Accounts Payable, General Ledger, Finance, Account Reconciliation, Internal Audit, Cash Management, Payroll, Tax, Analysis, Financial Analysis, Internal Controls, Leadership, Cash Flow, Financial Statements, Strategic Financial..., PeopleSoft, Financial Services, Financial Modeling, Corporate Finance, Sarbanes-Oxley, GAAP, Managerial Finance, Variance Analysis, Due Diligence, Mutual Funds, US GAAP, Invoicing, Human Resources, Microsoft Excel, Financial Accounting, Revenue Recognition, Budgets, Hedge Funds, Investment Management, Forecasting
Education
Saint Joseph's University 1990 — 1993
MBA, Accounting
La Salle University 1977 — 1981
B.S., Political Science
Nason Construction, Inc. May 2015 - August 2015
Mellon Certified Restoration October 2014 - May 2015
Elko & Associates September 2013 - June 2014
Brandywine Global July 2001 - January 2013
Brandywine Global July 2001 - March 2007
Energy Assets June 1999 - July 2001
Energy Assets June 1999 - July 2001
Philadelphia Macaroni Company April 1996 - June 1999
F.A. Davis Company June 1995 - April 1996
Tri-J Enterprises September 1992 - February 1995
Skills
Asset Managment, Investments, Management, Sarbanes-Oxley Act, Strategic Planning, Accounts Receivable, Risk Management, Management Consulting, Asset Management, Financial Reporting, Accounting, Auditing, Accounts Payable, General Ledger, Finance, Account Reconciliation, Internal Audit, Cash Management, Payroll, Tax, Analysis, Financial Analysis, Internal Controls, Leadership, Cash Flow, Financial Statements, Strategic Financial..., PeopleSoft, Financial Services, Financial Modeling, Corporate Finance, Sarbanes-Oxley, GAAP, Managerial Finance, Variance Analysis, Due Diligence, Mutual Funds, US GAAP, Invoicing, Human Resources, Microsoft Excel, Financial Accounting, Revenue Recognition, Budgets, Hedge Funds, Investment Management, Forecasting
Education
Saint Joseph's University 1990 — 1993
MBA, Accounting
La Salle University 1977 — 1981
B.S., Political Science
Safa Muhtaseb, CFA Safa Muhtaseb, CFA's Brandywine Global Experience 2004 - 2008
Job Managing Director/Portfolio Manager at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC September 2004 - March 2013
Brandywine Global 2004 - 2008
Goldman Sachs Asset Management 2001 - 2004
Virginia Retirement System July 1999 - August 2001
CalPERS May 1997 - June 1999
Skills
Equities, Portfolio Management, Valuation, Series 63, Private Equity, Investments, Financial Analysis, Alternative Investments, Bloomberg, Asset Managment, Asset Allocation, Asset Management, Management, Bonds, Series 7, Equity Valuation, Hedge Funds, Equity Research, Fixed Income, Investment Banking, Financial Modeling, Risk Management, Investment Management, Fund Of Funds, Capital Markets, Wealth Management, Due Diligence, Emerging Markets, Financial Markets, Investment Strategies, Mutual Funds, Trading, Investment Advisory, Securities, Institutional..., High Yield, Options, Structured Products, Venture Capital, Structured Finance, Equity Derivatives, Quantitative Finance, ETFs, Strategic Financial..., Stock Picking, Trading Systems, Equity Trading, Chartered Financial...
Education
Haslam College of Business at the University of Tennessee 1985 — 1987
MBA, Finance
Old Dominion University 1982 — 1984
BS, Finance
New English School Kuwait 1976 — 1981
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC September 2004 - March 2013
Brandywine Global 2004 - 2008
Goldman Sachs Asset Management 2001 - 2004
Virginia Retirement System July 1999 - August 2001
CalPERS May 1997 - June 1999
Skills
Equities, Portfolio Management, Valuation, Series 63, Private Equity, Investments, Financial Analysis, Alternative Investments, Bloomberg, Asset Managment, Asset Allocation, Asset Management, Management, Bonds, Series 7, Equity Valuation, Hedge Funds, Equity Research, Fixed Income, Investment Banking, Financial Modeling, Risk Management, Investment Management, Fund Of Funds, Capital Markets, Wealth Management, Due Diligence, Emerging Markets, Financial Markets, Investment Strategies, Mutual Funds, Trading, Investment Advisory, Securities, Institutional..., High Yield, Options, Structured Products, Venture Capital, Structured Finance, Equity Derivatives, Quantitative Finance, ETFs, Strategic Financial..., Stock Picking, Trading Systems, Equity Trading, Chartered Financial...
Education
Haslam College of Business at the University of Tennessee 1985 — 1987
MBA, Finance
Old Dominion University 1982 — 1984
BS, Finance
New English School Kuwait 1976 — 1981
Deana Dwyer Deana Dwyer's Brandywine Global Experience April 2012 - Present
Job EA Institutional Accounts at Brandywine Global
Industry Financial Services
Experience
Brandywine Global April 2012 - Present
Lincoln Financial Group January 2011 - April 2012
Credit Suisse January 2001 - December 2010
Smith Barney 1994 - 2000
Education
Rowan University 1990 — 1994
BA, economics
Brandywine Global April 2012 - Present
Lincoln Financial Group January 2011 - April 2012
Credit Suisse January 2001 - December 2010
Smith Barney 1994 - 2000
Education
Rowan University 1990 — 1994
BA, economics
Julie Kiley Julie Kiley's Brandywine Global Experience May 2012 - December 2013
Job Chief Enterprise Architect
Industry Information Technology and Services
Experience
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Avery Sheffield Avery Sheffield's Brandywine Global Experience September 2011 - Present
Job Senior Equity Analyst at Brandywine Global
Industry Investment Management
Experience
Brandywine Global September 2011 - Present
Sanford Bernstein September 2008 - August 2011
Hodge Partners June 2005 - December 2007
Telephia September 2003 - June 2005
Various Bay Area Companies January 2002 - August 2003
Openwave August 2000 - December 2001
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Pomona College
BA, Neuroscience
Cate School 1989 — 1993
Brandywine Global September 2011 - Present
Sanford Bernstein September 2008 - August 2011
Hodge Partners June 2005 - December 2007
Telephia September 2003 - June 2005
Various Bay Area Companies January 2002 - August 2003
Openwave August 2000 - December 2001
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Pomona College
BA, Neuroscience
Cate School 1989 — 1993
Larry Benedetto's Brandywine Global Experience April 2008 - Present
Job Director of Investment Performance & Analysis at Brandywine Global
Industry Investment Management
Experience
Brandywine Global April 2008 - Present
Allegiance Capital March 2006 - December 2007
Evergreen Investments 2002 - March 2006
Offitbank (Wealth Management Division of Wachovia Bank) 1992 - 2002
Skills
Bloomberg, Fixed Income, Fixed income Attribution, Risk Analytics, Wilshire Axiom, Eagle PACE, Proprietary Systems, Scenario Analysis, Portfolio Performance..., Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Equities, Valuation, Portfolio Management
Education
Bucknell University 1987 — 1991
BS in Business Administration, Business and Finance
Brandywine Global April 2008 - Present
Allegiance Capital March 2006 - December 2007
Evergreen Investments 2002 - March 2006
Offitbank (Wealth Management Division of Wachovia Bank) 1992 - 2002
Skills
Bloomberg, Fixed Income, Fixed income Attribution, Risk Analytics, Wilshire Axiom, Eagle PACE, Proprietary Systems, Scenario Analysis, Portfolio Performance..., Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Equities, Valuation, Portfolio Management
Education
Bucknell University 1987 — 1991
BS in Business Administration, Business and Finance
William Lourie William Lourie's Brandywine Global Experience September 2012 - Present
Job Sr. Application Developer at Brandywine Global Asset Management
Industry Financial Services
Experience
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
Elizabeth Mathew Stevko, CFA Elizabeth Mathew Stevko, CFA's Brandywine Global Experience October 2012 - Present
Job Regional Relationship Manager, Asia exJapan at Brandywine Global
Industry Investment Management
Experience
Brandywine Global October 2012 - Present
Driehaus Capital Management April 2010 - July 2012
Wanger Investment Management September 2009 - April 2010
Philadelphia International Advisors March 2008 - July 2009
Philadelphia International Advisors May 2006 - April 2008
Rodney White Center for Financial Research, The Wharton School September 2003 - May 2006
Education
University of Pennsylvania 2002 — 2006
BA, major: Economics; minors: History, Legal Studies
Brandywine Global October 2012 - Present
Driehaus Capital Management April 2010 - July 2012
Wanger Investment Management September 2009 - April 2010
Philadelphia International Advisors March 2008 - July 2009
Philadelphia International Advisors May 2006 - April 2008
Rodney White Center for Financial Research, The Wharton School September 2003 - May 2006
Education
University of Pennsylvania 2002 — 2006
BA, major: Economics; minors: History, Legal Studies
Terry Hatton Terry Hatton's Brandywine Global Experience January 2012 - Present
Job ManagerHuman Resources at Brandywine Global
Industry Investment Management
Experience
Brandywine Global January 2012 - Present
Brandywine Global August 2007 - December 2011
First National Bank of Chester County 1998 - 2009
First National Bank of Chester County March 1998 - March 2006
Education
Henderson Senior High School 1973 — 1976
Immaculata University
Business
Brandywine Global January 2012 - Present
Brandywine Global August 2007 - December 2011
First National Bank of Chester County 1998 - 2009
First National Bank of Chester County March 1998 - March 2006
Education
Henderson Senior High School 1973 — 1976
Immaculata University
Business
Travis Crumley's Brandywine Global Experience October 2005 - Present
Job Trader at Brandywine Global
Industry Investment Management
Experience
Brandywine Global October 2005 - Present
Education
University of Delaware
Bachelor's degree
Brandywine Global October 2005 - Present
Education
University of Delaware
Bachelor's degree
Kim Shepherd Kim Shepherd's Brandywine Global Experience 2002 - 2004
Job Assistant Director Business Development
Industry Management Consulting
Experience
Ernst & Young LLP December 2004 - Present
Self 2013 - 2014
Brandywine Global 2002 - 2004
Logan Capital Management, Inc. 1996 - 2002
Skills
Corporate Communications, Project Management, Analysis, Business Development, Business Strategy, CRM, Management, Strategic Planning, Program Management, Management Consulting, Marketing Communications, Corporate Branding, Brand Development, Internal Communications, Change Management, Business Analysis, Market Research, Process Improvement, Thought Leadership, Microsoft Office, Social Media, Equity Research Analysis, Fixed Income Strategies, Television Studio..., Video Editing, Copy Editing, Brand Awareness, Email Strategy, Miller Heiman Sales..., Miller-Heiman Strategic...
Education
Elmhurst College 1985 — 1989
Bachelor's Degree, Finance
Ernst & Young LLP December 2004 - Present
Self 2013 - 2014
Brandywine Global 2002 - 2004
Logan Capital Management, Inc. 1996 - 2002
Skills
Corporate Communications, Project Management, Analysis, Business Development, Business Strategy, CRM, Management, Strategic Planning, Program Management, Management Consulting, Marketing Communications, Corporate Branding, Brand Development, Internal Communications, Change Management, Business Analysis, Market Research, Process Improvement, Thought Leadership, Microsoft Office, Social Media, Equity Research Analysis, Fixed Income Strategies, Television Studio..., Video Editing, Copy Editing, Brand Awareness, Email Strategy, Miller Heiman Sales..., Miller-Heiman Strategic...
Education
Elmhurst College 1985 — 1989
Bachelor's Degree, Finance
Shaw Levin Shaw Levin's Brandywine Global Experience August 2012 - January 2014
Job Senior Software Developer at Brandywine Global Investment Management
Industry Computer Software
Experience
Brandywine Global Investment Management February 2014 - Present
Brandywine Global August 2012 - January 2014
Vanguard July 2010 - August 2012
Susquehanna International Group September 2007 - May 2009
InfoValley September 2006 - March 2007
Skills
C#, Microsoft SQL Server, SQL, .NET, WCF, jQuery, VB.NET, C++, ASP.NET, ASP.NET MVC, MongoDB, Event Planning, Microsoft Office, SQL Server, ASP.NET Web API, AngularJS, Visual Studio, Oracle, Databases, College Recruiting, MS Office Suite, Telerik, PL/SQL, Java, Tortoise SVN, SharePoint, Scrum, TFS, Cognos, Windows Phone, Control-M, Twilio, HTML, Google API, Windows Azure, JavaScript
Education
Drexel University 2005 — 2010
Bachelor of Science, Computer Science
Brandywine Global Investment Management February 2014 - Present
Brandywine Global August 2012 - January 2014
Vanguard July 2010 - August 2012
Susquehanna International Group September 2007 - May 2009
InfoValley September 2006 - March 2007
Skills
C#, Microsoft SQL Server, SQL, .NET, WCF, jQuery, VB.NET, C++, ASP.NET, ASP.NET MVC, MongoDB, Event Planning, Microsoft Office, SQL Server, ASP.NET Web API, AngularJS, Visual Studio, Oracle, Databases, College Recruiting, MS Office Suite, Telerik, PL/SQL, Java, Tortoise SVN, SharePoint, Scrum, TFS, Cognos, Windows Phone, Control-M, Twilio, HTML, Google API, Windows Azure, JavaScript
Education
Drexel University 2005 — 2010
Bachelor of Science, Computer Science
Raisa Gusakova-Rivero Raisa Gusakova-Rivero's Brandywine Global Experience September 2005 - April 2008
Job VP, Client Service Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC August 2011 - April 2013
Access Distribution Partners May 2010 - August 2011
Global Currents Investment Management, LLC April 2008 - May 2010
Brandywine Global September 2005 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Investments, Business Strategy
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Goldey Beacom College
Master of Business Administration (MBA)
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC August 2011 - April 2013
Access Distribution Partners May 2010 - August 2011
Global Currents Investment Management, LLC April 2008 - May 2010
Brandywine Global September 2005 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Investments, Business Strategy
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Goldey Beacom College
Master of Business Administration (MBA)
Benjamin A. Rosengard Benjamin A. Rosengard's Brandywine Global Experience June 2012 - August 2012
Job Trader at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates June 2013 - Present
Lemma Senbet Fund April 2012 - May 2013
Brandywine Global June 2012 - August 2012
R4 Risk & Wealth Solutions June 2011 - August 2011
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance, Senior
Cherry Hill High School East
Bridgewater Associates June 2013 - Present
Lemma Senbet Fund April 2012 - May 2013
Brandywine Global June 2012 - August 2012
R4 Risk & Wealth Solutions June 2011 - August 2011
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science, Finance, Senior
Cherry Hill High School East
Adam Van Dusen Adam Van Dusen's Brandywine Global Experience June 2009 - August 2009
Job Executive Assistant at The Gersh Agency
Industry Entertainment
Experience
The Gersh Agency October 2014 - Present
Resolution Talent Agency January 2014 - October 2014
KLWGN Entertainment May 2012 - December 2013
Archstone Distribution January 2012 - May 2012
Trigger Street Productions July 2011 - December 2011
Brandywine Global June 2009 - August 2009
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Microsoft Word, Event Planning, Research, Social Media Marketing, Event Management, Marketing
Education
University of Denver 2007 — 2011
Bachelor of Science in Business Adminstration, International Business
The Gersh Agency October 2014 - Present
Resolution Talent Agency January 2014 - October 2014
KLWGN Entertainment May 2012 - December 2013
Archstone Distribution January 2012 - May 2012
Trigger Street Productions July 2011 - December 2011
Brandywine Global June 2009 - August 2009
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Microsoft Word, Event Planning, Research, Social Media Marketing, Event Management, Marketing
Education
University of Denver 2007 — 2011
Bachelor of Science in Business Adminstration, International Business
D. Geoffrey Robinson D. Geoffrey Robinson's Brandywine Global Experience July 2011 - August 2013
Job Writer and Research Analyst at Andres Review, Consultant at CFFA, LP
Industry Financial Services
Experience
Andres Review August 2014 - Present
CFFA, LP August 2013 - Present
Brandywine Global July 2011 - August 2013
CFFA, LP September 2008 - July 2011
Spartan Capital Management, LLC May 2004 - August 2008
Skills
Investments, Microsoft Excel, Fixed Income, Equity Research, Financial Modeling, Equities, Due Diligence, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Trading, Analysis, Series 63, Mutual Funds, Investment Management, Financial Services, Valuation
Education
University of Chicago 2009 — 2010
MA, Social Science: Political Science, Political Theory, Political Economy
University of Pennsylvania 2001 — 2007
B.A., Political Science
Andres Review August 2014 - Present
CFFA, LP August 2013 - Present
Brandywine Global July 2011 - August 2013
CFFA, LP September 2008 - July 2011
Spartan Capital Management, LLC May 2004 - August 2008
Skills
Investments, Microsoft Excel, Fixed Income, Equity Research, Financial Modeling, Equities, Due Diligence, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Trading, Analysis, Series 63, Mutual Funds, Investment Management, Financial Services, Valuation
Education
University of Chicago 2009 — 2010
MA, Social Science: Political Science, Political Theory, Political Economy
University of Pennsylvania 2001 — 2007
B.A., Political Science
Adam Weinstein Adam Weinstein's Brandywine Global Experience June 2012 - September 2012
Job Associate, Haverford Capital Advisors
Industry Financial Services
Experience
Dragon Fund March 2014 - September 2014
Hamilton Lane September 2013 - March 2014
Brandywine Global June 2012 - September 2012
JPMorgan Chase & Co. September 2011 - March 2012
PECO Energy September 2010 - March 2011
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Asset Management, Microsoft Word, Retail Banking, Customer Service, Microsoft Excel, Financial, Financial Accounting, Portfolio Management, PowerPoint, VBA, Finance, Bloomberg, Access, Equities
Education
Drexel University - LeBow College of Business 2009 — 2014
Bachelor of Science in Business Administration, Finance, Mathematics
Dragon Fund March 2014 - September 2014
Hamilton Lane September 2013 - March 2014
Brandywine Global June 2012 - September 2012
JPMorgan Chase & Co. September 2011 - March 2012
PECO Energy September 2010 - March 2011
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Asset Management, Microsoft Word, Retail Banking, Customer Service, Microsoft Excel, Financial, Financial Accounting, Portfolio Management, PowerPoint, VBA, Finance, Bloomberg, Access, Equities
Education
Drexel University - LeBow College of Business 2009 — 2014
Bachelor of Science in Business Administration, Finance, Mathematics
Michael Ricci, CFA Michael Ricci, CFA's Brandywine Global Experience November 2007 - Present
Job Risk Manager at Brandywine Global
Industry Investment Management
Experience
Brandywine Global November 2007 - Present
SunGard 1998 - 2007
PNC Financial Services Group 1993 - 1998
Skills
Derivatives, Fixed Income, Market Risk, Capital Markets, Asset Managment, Financial Markets, Risk Management, Portfolio Management, Equities, Trading, Valuation, Bloomberg, Alternative Investments
Education
Drexel University
Masters, Finance
La Salle University 1989 — 1993
Bachelors, Finance & Economics
Brandywine Global November 2007 - Present
SunGard 1998 - 2007
PNC Financial Services Group 1993 - 1998
Skills
Derivatives, Fixed Income, Market Risk, Capital Markets, Asset Managment, Financial Markets, Risk Management, Portfolio Management, Equities, Trading, Valuation, Bloomberg, Alternative Investments
Education
Drexel University
Masters, Finance
La Salle University 1989 — 1993
Bachelors, Finance & Economics
James Berliant's Brandywine Global Experience March 2012 - January 2014
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2014 - Present
Brandywine Global March 2012 - January 2014
Legg Mason September 2006 - March 2012
Ernst & Young September 2005 - September 2006
RTKL 2002 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Variance Analysis, Business Strategy, Strategic Planning, Budgets, Sensitivity Analysis, Compensation & Benefit, Compensation Structures, Profit Sharing, Executive Reporting, Financial Reporting, Strategic Financial..., Financial Services, Financial Markets, Financial Statements, Financial Modeling, Leadership, Hyperion Enterprise, Auditing, Financial Planning
Education
Loyola College in Maryland 2007 — 2011
MBA, Management
Penn State University 2001 — 2005
B.S., Accounting
Legg Mason January 2014 - Present
Brandywine Global March 2012 - January 2014
Legg Mason September 2006 - March 2012
Ernst & Young September 2005 - September 2006
RTKL 2002 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Variance Analysis, Business Strategy, Strategic Planning, Budgets, Sensitivity Analysis, Compensation & Benefit, Compensation Structures, Profit Sharing, Executive Reporting, Financial Reporting, Strategic Financial..., Financial Services, Financial Markets, Financial Statements, Financial Modeling, Leadership, Hyperion Enterprise, Auditing, Financial Planning
Education
Loyola College in Maryland 2007 — 2011
MBA, Management
Penn State University 2001 — 2005
B.S., Accounting
Danine Romero Danine Romero's Brandywine Global Experience April 2006 - Present
Job Sr. Business Analyst
Industry Investment Management
Experience
Brandywine Global April 2006 - Present
MBNA America 1995 - 2005
Skills
Analytical Abilities, Strategic Planning, Organizational..., Cross-functional Team..., Vendor Management, Leadership, Management, Analytical Skills, Direct Marketing, Event Management, Database Administration, Project Management
Education
Goldey Beacom College
BS, Business Administration; Marketing Management
Goldey Beacom College
MBA, Business Administration
Brandywine Global April 2006 - Present
MBNA America 1995 - 2005
Skills
Analytical Abilities, Strategic Planning, Organizational..., Cross-functional Team..., Vendor Management, Leadership, Management, Analytical Skills, Direct Marketing, Event Management, Database Administration, Project Management
Education
Goldey Beacom College
BS, Business Administration; Marketing Management
Goldey Beacom College
MBA, Business Administration
Jennifer Waterston's Brandywine Global Experience August 2010 - Present
Job Senior Marketing Associate at Brandywine Global
Industry Financial Services
Experience
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications
Stephane Lopez's Brandywine Global Experience November 2007 - Present
Job
Industry Financial Services
Experience
Brandywine Global November 2007 - Present
Skills
Fixed Income, Investment Management, Securities, Mutual Funds, Series 7, Investments, Financial Services, Financial Analysis, Access, Process Improvement, Banking, Capital Markets, Portfolio Management, Equities, Finance
Education
NYU -SCPS 2000 — 2002
University of Pittsburgh 1993 — 1998
BS
Brandywine Global November 2007 - Present
Skills
Fixed Income, Investment Management, Securities, Mutual Funds, Series 7, Investments, Financial Services, Financial Analysis, Access, Process Improvement, Banking, Capital Markets, Portfolio Management, Equities, Finance
Education
NYU -SCPS 2000 — 2002
University of Pittsburgh 1993 — 1998
BS
Larry Pokora's Brandywine Global Experience January 1999 - December 2003
Job Global Head of Investor Relations and Marketing at LibreMax Capital
Industry Investment Management
Experience
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
Savary, CFA Mathieu's Brandywine Global Experience October 2010 - October 2011
Job Editor/Strategist, Global Investment Strategy at BCA Research
Industry Research
Experience
BCA Research October 2011 - Present
Brandywine Global October 2010 - October 2011
BCA Research February 2007 - June 2010
BCA Research February 2006 - February 2007
BCA Research April 2005 - February 2006
BCA Research August 2004 - April 2005
Skills
Investment Strategies, Portfolio Management, Macroeconomics, Global Macro, Currency, Asset Allocation, Investments, Bloomberg, Research, Commodities, Market Research, Asset Management, Economics, French, English, Tactical Asset..., Strategy, Trading
Education
McGill University 2000 — 2004
Bcomm, Finance / Economics
McGill University
BCA Research October 2011 - Present
Brandywine Global October 2010 - October 2011
BCA Research February 2007 - June 2010
BCA Research February 2006 - February 2007
BCA Research April 2005 - February 2006
BCA Research August 2004 - April 2005
Skills
Investment Strategies, Portfolio Management, Macroeconomics, Global Macro, Currency, Asset Allocation, Investments, Bloomberg, Research, Commodities, Market Research, Asset Management, Economics, French, English, Tactical Asset..., Strategy, Trading
Education
McGill University 2000 — 2004
Bcomm, Finance / Economics
McGill University
Dana Schultz's Brandywine Global Experience 2007 - 2012
Job Manager, Portfolio Compliance at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management 2012 - Present
Brandywine Global 2007 - 2012
Brandywine Global June 2005 - July 2007
SEI Investments 2003 - 2005
SEI Investments 2000 - 2003
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA
Shippensburg University of Pennsylvania 1995 — 1999
BS, Finance
Brandywine Global Investment Management 2012 - Present
Brandywine Global 2007 - 2012
Brandywine Global June 2005 - July 2007
SEI Investments 2003 - 2005
SEI Investments 2000 - 2003
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA
Shippensburg University of Pennsylvania 1995 — 1999
BS, Finance
Stefanie Little's Brandywine Global Experience 2004 - 2007
Job Managing Member at SEC Compliance Alliance, LLC
Industry Investment Management
Experience
SEC Compliance Alliance, LLC 2012 - Present
Little Consulting Group, Inc. 2011 - Present
Cipperman Companies 2008 - 2011
Brandywine Global 2004 - 2007
Brandywine Global Investment Management 1999 - 2004
Skills
Securities, Mergers & Acquisitions, Hedge Funds, Contract Management, Mutual Funds, Investment Management, Asset Management, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Corporate Governance, Due Diligence, Financial Services, Risk Management, Investments, Investment Strategies, Fund Of Funds, Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets
Education
Widener University School of Law (PA) 1991 — 1994
JD, Law
University of Delaware - Lerner College of Business and Economics 1985 — 1990
SEC Compliance Alliance, LLC 2012 - Present
Little Consulting Group, Inc. 2011 - Present
Cipperman Companies 2008 - 2011
Brandywine Global 2004 - 2007
Brandywine Global Investment Management 1999 - 2004
Skills
Securities, Mergers & Acquisitions, Hedge Funds, Contract Management, Mutual Funds, Investment Management, Asset Management, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Corporate Governance, Due Diligence, Financial Services, Risk Management, Investments, Investment Strategies, Fund Of Funds, Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets
Education
Widener University School of Law (PA) 1991 — 1994
JD, Law
University of Delaware - Lerner College of Business and Economics 1985 — 1990
Vivian Warren's Brandywine Global Experience May 2012 - January 2014
Job IT Governance Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management February 2014 - Present
Brandywine Global May 2012 - January 2014
Irving Magee Investment Management LLC October 2010 - February 2012
Delaware Investments March 2000 - September 2010
Jevic Transportation 1995 - 2000
Long Realty Company 1995 - 1996
Green Chimneys Children's Services 1994 - 1995
United States Air Force 1981 - 1994
Skills
Word, Excel, Administration, Spreadsheets, PowerPoint, Outlook, Organizing Meetings, Microsoft Excel, Event Planning, Office Management, Management, Marketing, Program Management, Software Documentation
Education
AMA Seminar 2012 — 2012
Copper Mountain Community College 1992 — 1994
General Studies
Community College of the Air Force 1981 — 1991
Meteorology/Office Management
Brandywine Global Investment Management February 2014 - Present
Brandywine Global May 2012 - January 2014
Irving Magee Investment Management LLC October 2010 - February 2012
Delaware Investments March 2000 - September 2010
Jevic Transportation 1995 - 2000
Long Realty Company 1995 - 1996
Green Chimneys Children's Services 1994 - 1995
United States Air Force 1981 - 1994
Skills
Word, Excel, Administration, Spreadsheets, PowerPoint, Outlook, Organizing Meetings, Microsoft Excel, Event Planning, Office Management, Management, Marketing, Program Management, Software Documentation
Education
AMA Seminar 2012 — 2012
Copper Mountain Community College 1992 — 1994
General Studies
Community College of the Air Force 1981 — 1991
Meteorology/Office Management
Mark Juelis, CAIA's Brandywine Global Experience October 2012 - Present
Job Vice President, Consultant Relations at Brandywine Global
Industry Investment Management
Experience
Brandywine Global October 2012 - Present
Attalus Capital May 2008 - August 2012
Towers Perrin Asset Consulting Services January 2003 - May 2008
Price Waterhouse Coopers/Mellon HR Solutions July 2001 - January 2003
Skills
Investor Relations, Alternative Investments, Consultant Relations, Hedge Funds, Fund Of Funds, Client Development, Competitive Intelligence, Marketing Strategy
Education
Bucknell University 1997 — 2001
BA, Poltical Science
Brandywine Global October 2012 - Present
Attalus Capital May 2008 - August 2012
Towers Perrin Asset Consulting Services January 2003 - May 2008
Price Waterhouse Coopers/Mellon HR Solutions July 2001 - January 2003
Skills
Investor Relations, Alternative Investments, Consultant Relations, Hedge Funds, Fund Of Funds, Client Development, Competitive Intelligence, Marketing Strategy
Education
Bucknell University 1997 — 2001
BA, Poltical Science
Christopher Stahl's Brandywine Global Experience January 2007 - October 2010
Job Associate at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management October 2010 - Present
Brandywine Global January 2007 - October 2010
Skills
Investments, Business Analysis, Fixed Income, Bloomberg, Client Service, Series 7, Alternative Investments, Hedge Funds
Education
Susquehanna University 2001 — 2006
B.A., Mathematics
Brandywine Global Investment Management October 2010 - Present
Brandywine Global January 2007 - October 2010
Skills
Investments, Business Analysis, Fixed Income, Bloomberg, Client Service, Series 7, Alternative Investments, Hedge Funds
Education
Susquehanna University 2001 — 2006
B.A., Mathematics
Andrew Bauer, CFA's Brandywine Global Experience 2011 - Present
Job Vice President at Brandywine Global
Industry Investment Management
Experience
Brandywine Global 2011 - Present
Turner Investments 2008 - 2011
Legg Mason 2004 - 2008
Education
San Diego State University-California State University
MS, Finance
University of Maryland College Park
BS, Accounting
Brandywine Global 2011 - Present
Turner Investments 2008 - 2011
Legg Mason 2004 - 2008
Education
San Diego State University-California State University
MS, Finance
University of Maryland College Park
BS, Accounting
David Tattersall's Brandywine Global Experience March 2007 - Present
Job Head Trader Global Equities at Brandywine Global
Industry Financial Services
Experience
Brandywine Global March 2007 - Present
Brandywine Global June 2000 - March 2007
OTA Limited Partnership July 1988 - June 2000
Skills
Equities, Hedge Funds, Bloomberg, Trading, Equity Trading, Securities, Electronic Trading, Asset Managment, Trading Systems, Series 7, Investments, Financial Markets, Series 63, Technical Analysis, Buy-side
Education
Penn State University 1980 — 1985
BS, Accounting
Brandywine Global March 2007 - Present
Brandywine Global June 2000 - March 2007
OTA Limited Partnership July 1988 - June 2000
Skills
Equities, Hedge Funds, Bloomberg, Trading, Equity Trading, Securities, Electronic Trading, Asset Managment, Trading Systems, Series 7, Investments, Financial Markets, Series 63, Technical Analysis, Buy-side
Education
Penn State University 1980 — 1985
BS, Accounting
Patrick Kaser's Brandywine Global Experience January 1998 - Present
Job Portfolio Manager at Brandywine Global
Industry Investment Management
Experience
Brandywine Global January 1998 - Present
Skills
Equities, Asset Allocation, Asset Managment, Asset Management, Bloomberg, Equity Research, Hedge Funds, Financial Services, Investment Strategies, Portfolio Management, Fixed Income, Alternative Investments, Investment Management
Education
University of Delaware 1995 — 1997
MBA
Arizona State University 1991 — 1995
BS, Political Science
Brandywine Global January 1998 - Present
Skills
Equities, Asset Allocation, Asset Managment, Asset Management, Bloomberg, Equity Research, Hedge Funds, Financial Services, Investment Strategies, Portfolio Management, Fixed Income, Alternative Investments, Investment Management
Education
University of Delaware 1995 — 1997
MBA
Arizona State University 1991 — 1995
BS, Political Science
Joyce Rodgers's Brandywine Global Experience Senior AssociateMorgan Stanley Investment Management1990 - 2004
Job Vice President at Brandywine Global
Industry Investment Management
Experience
Brandywine Global Senior AssociateMorgan Stanley Investment Management1990 - 2004
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Bloomberg, Financial Services, Equities, Portfolio Management, Securities
Education
La Salle University
BS, Finance
Brandywine Global Senior AssociateMorgan Stanley Investment Management1990 - 2004
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Bloomberg, Financial Services, Equities, Portfolio Management, Securities
Education
La Salle University
BS, Finance
Bradley Meeker's Brandywine Global Experience January 2003 - March 2008
Job Vice President, Institutional Client Service at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
Judy DiMaio's Brandywine Global Experience
Job Operations Manager at Brandywine Global
Industry Investment Management
Experience
Brandywine Global
Skills
Registered...
Education
Goldey-Beacom College
Master's Degree, Business Administration, concentration Finance
Brandywine Global
Skills
Registered...
Education
Goldey-Beacom College
Master's Degree, Business Administration, concentration Finance
Laura Lawson, CFA's Brandywine Global Experience April 2012 - September 2013
Job Senior Client Portfolio Manager Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
Laura Naydock's Brandywine Global Experience 2005 - 2008
Job Global Billing Services Supervisor at SunGard Financial Systems
Industry Oil & Energy
Experience
SunGard Financial Systems March 2015 - Present
WorleyParsons March 2011 - January 2015
Iron Mountain August 2009 - March 2011
Brandywine Global 2005 - 2008
Resources Global Professionals 2002 - 2005
Foamex 1999 - 2002
Decision Data 1985 - 1987
Skills
Accounts Receivable, Billing, Accounting, Process Improvement, Internal Controls, SOX, General Ledger, Financial Analysis, Reconciliation, Account Reconciliation, Finance, Financial Reporting, Sarbanes-Oxley Act, Invoicing, Management, Variance Analysis, Leadership, Journal Entries, Hyperion Enterprise, Cash Flow, Financial Statements, Managerial Finance, Financial Accounting, Cost Accounting, Accounts Payable, Auditing, Internal Audit, Hyperion
Education
Penn State University 1978 — 1982
BS, Accounting
JHS 141 Bronx
SunGard Financial Systems March 2015 - Present
WorleyParsons March 2011 - January 2015
Iron Mountain August 2009 - March 2011
Brandywine Global 2005 - 2008
Resources Global Professionals 2002 - 2005
Foamex 1999 - 2002
Decision Data 1985 - 1987
Skills
Accounts Receivable, Billing, Accounting, Process Improvement, Internal Controls, SOX, General Ledger, Financial Analysis, Reconciliation, Account Reconciliation, Finance, Financial Reporting, Sarbanes-Oxley Act, Invoicing, Management, Variance Analysis, Leadership, Journal Entries, Hyperion Enterprise, Cash Flow, Financial Statements, Managerial Finance, Financial Accounting, Cost Accounting, Accounts Payable, Auditing, Internal Audit, Hyperion
Education
Penn State University 1978 — 1982
BS, Accounting
JHS 141 Bronx
Erik Long's Brandywine Global Experience August 2005 - Present
Job Sr. Accountant at Brandywine Global
Industry Investment Management
Experience
Brandywine Global August 2005 - Present
Parkway Corporation 2000 - 2005
Skills
Accounting, Financial Reporting, Asset Managment, Asset Management, Financial Analysis, Account Reconciliation, Equities, Investments, Sarbanes-Oxley Act, Risk Management, Management, Accounts Receivable, Budgets, Auditing, Finance, Managerial Finance, Financial Modeling, Leadership
Education
Penn State University 1987 — 1991
B.S., Management
Brandywine Global August 2005 - Present
Parkway Corporation 2000 - 2005
Skills
Accounting, Financial Reporting, Asset Managment, Asset Management, Financial Analysis, Account Reconciliation, Equities, Investments, Sarbanes-Oxley Act, Risk Management, Management, Accounts Receivable, Budgets, Auditing, Finance, Managerial Finance, Financial Modeling, Leadership
Education
Penn State University 1987 — 1991
B.S., Management
Richard Hughey Jr.'s Brandywine Global Experience January 2013 - Present
Job Manager, Complex Instruments Operations at Brandywine Global
Industry Investment Management
Experience
Brandywine Global January 2013 - Present
Brandywine Global May 2005 - Present
PFPC January 1998 - April 2005
Skills
Investments, Fixed Income, Bloomberg, Asset Management, Equities, Derivatives
Education
University of Pittsburgh 1990 — 1994
BA, Accounting, Finance, Economics
Brandywine Global January 2013 - Present
Brandywine Global May 2005 - Present
PFPC January 1998 - April 2005
Skills
Investments, Fixed Income, Bloomberg, Asset Management, Equities, Derivatives
Education
University of Pittsburgh 1990 — 1994
BA, Accounting, Finance, Economics
Mickey Janvier's Brandywine Global Experience October 1998 - May 2011
Job Head of Business Development at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2011 - Present
Brandywine Global October 1998 - May 2011
Wilmington Trust 1995 - 1998
PFPC 1992 - 1995
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University - LeBow College of Business 1990 — 1995
BA, Marketing
Aberdeen Asset Management 2011 - Present
Brandywine Global October 1998 - May 2011
Wilmington Trust 1995 - 1998
PFPC 1992 - 1995
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University - LeBow College of Business 1990 — 1995
BA, Marketing
Cara Albrand, CFA's Brandywine Global Experience February 2005 - September 2005
Job Senior Director Credit Analysis at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
Kamil Abdulayev's Brandywine Global Experience August 2011 - December 2013
Job Team Lead, Investment Operations, Reconciliation at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management June 2015 - Present
Brandywine Global Investment Management January 2014 - May 2015
Brandywine Global August 2011 - December 2013
State Street April 2010 - July 2011
State Street January 2008 - April 2010
Skills
Bloomberg Terminal, General Ledger, Russian, Asset Transfers, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Investments, Derivatives
Education
CFA level II exam passed - June 2015 2014 — 2015
Temple University 2003 — 2007
BA, Finance, Economics
Brandywine Global Investment Management June 2015 - Present
Brandywine Global Investment Management January 2014 - May 2015
Brandywine Global August 2011 - December 2013
State Street April 2010 - July 2011
State Street January 2008 - April 2010
Skills
Bloomberg Terminal, General Ledger, Russian, Asset Transfers, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Investments, Derivatives
Education
CFA level II exam passed - June 2015 2014 — 2015
Temple University 2003 — 2007
BA, Finance, Economics
Wei Wei, CFA's Brandywine Global Experience November 2007 - November 2014
Job Senior Developer at STP Investment Services
Industry Investment Management
Experience
STP Investment Services December 2014 - Present
Brandywine Global November 2007 - November 2014
Skills
Eagle PACE, C#, VB.NET, C/C++, Access, VBA, Oracle SQL, Microsoft SQL Server, Web Development, Project Management, Technology Integration, Fixed Income, Equities, Asset Management, Unix
Education
Lehigh University 1996 — 1998
MS
Beijing University of Aeronautics and Astronautics 1992 — 1996
BS
High School
STP Investment Services December 2014 - Present
Brandywine Global November 2007 - November 2014
Skills
Eagle PACE, C#, VB.NET, C/C++, Access, VBA, Oracle SQL, Microsoft SQL Server, Web Development, Project Management, Technology Integration, Fixed Income, Equities, Asset Management, Unix
Education
Lehigh University 1996 — 1998
MS
Beijing University of Aeronautics and Astronautics 1992 — 1996
BS
High School
Sean Bogda's Brandywine Global Experience January 1993 - July 2008
Job Managing Director, Portfolio Manager at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC July 2008 - March 2013
Brandywine Global January 1993 - July 2008
Skills
Equities, Asset Management
Education
University of Colorado at Boulder 1987 — 1991
BS, Finance, Cum Laude
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC July 2008 - March 2013
Brandywine Global January 1993 - July 2008
Skills
Equities, Asset Management
Education
University of Colorado at Boulder 1987 — 1991
BS, Finance, Cum Laude
Philip McMunigal, CFA's Brandywine Global Experience November 2006 - July 2012
Job Vice President, Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
Gregory Manley's Brandywine Global Experience September 2005 - Present
Job Portfolio Manager at Brandywine Global
Industry Investment Management
Experience
Brandywine Global September 2005 - Present
Brandywine Global May 2000 - September 2005
Trinity Investments 1996 - 2000
Skills
Investments, Portfolio Management, Asset Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Bloomberg
Education
Penn State University 1992 — 1996
Accounting, Finance
Brandywine Global September 2005 - Present
Brandywine Global May 2000 - September 2005
Trinity Investments 1996 - 2000
Skills
Investments, Portfolio Management, Asset Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Bloomberg
Education
Penn State University 1992 — 1996
Accounting, Finance
Amanda Pier, MBA's Brandywine Global Experience 2007 - 2008
Job Fueled by Creativity | Driving for Success
Industry Marketing and Advertising
Experience
Checkerboard Vineyards 2012 - 2012
Treasury Wine Estates 2010 - 2012
Goose Watch Winery 2008 - 2010
Brandywine Global 2007 - 2008
Skills
Marketing, Sales, Sales Management, Customer Satisfaction, Wine, Business Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Salesforce.com, ShipCompliant, eWinery Solutions, Marketing Communications, Direct Marketing, Email Marketing, CRM, Customer Service, Marketing Strategy, Hospitality, Management, Wine Tasting, Food & Beverage, Social Media, Social Media Marketing, Brand Management
Education
Philadelphia University 2003 — 2008
Masters of Business Administration, Bachelors of Science, Marketing, Merchandising, Fashion
Mynderse Academy 1999 — 2003
Checkerboard Vineyards 2012 - 2012
Treasury Wine Estates 2010 - 2012
Goose Watch Winery 2008 - 2010
Brandywine Global 2007 - 2008
Skills
Marketing, Sales, Sales Management, Customer Satisfaction, Wine, Business Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Salesforce.com, ShipCompliant, eWinery Solutions, Marketing Communications, Direct Marketing, Email Marketing, CRM, Customer Service, Marketing Strategy, Hospitality, Management, Wine Tasting, Food & Beverage, Social Media, Social Media Marketing, Brand Management
Education
Philadelphia University 2003 — 2008
Masters of Business Administration, Bachelors of Science, Marketing, Merchandising, Fashion
Mynderse Academy 1999 — 2003
Lauren Schenkel's Brandywine Global Experience October 2013 - Present
Job Sr. International Associate at Brandywine Global, MBA
Industry Financial Services
Experience
Brandywine Global October 2013 - Present
The Vanguard Group January 2008 - Present
University of Delaware February 2005 - May 2008
Philadelphia Sports Group December 2007 - February 2008
State Farm Insurance June 2007 - August 2007
Skills
Marketing, Email Marketing, Public Relations, Competitive Analysis, Training, Advertising, Program Management, Budgets, Project Planning, Public Speaking, Series 63, Mutual Funds, Customer Service, Proposal Writing
Education
The Pennsylvania State University 2010 — 2012
Master, Business Administration
University of Delaware 2004 — 2008
Bachelor of Science, Marketing, International Business, Spanish
Brandywine Global October 2013 - Present
The Vanguard Group January 2008 - Present
University of Delaware February 2005 - May 2008
Philadelphia Sports Group December 2007 - February 2008
State Farm Insurance June 2007 - August 2007
Skills
Marketing, Email Marketing, Public Relations, Competitive Analysis, Training, Advertising, Program Management, Budgets, Project Planning, Public Speaking, Series 63, Mutual Funds, Customer Service, Proposal Writing
Education
The Pennsylvania State University 2010 — 2012
Master, Business Administration
University of Delaware 2004 — 2008
Bachelor of Science, Marketing, International Business, Spanish
Connie Galloway's Brandywine Global Experience September 2002 - September 2004
Job Financial Analyst at American Life Insurance Company
Industry Insurance
Experience
American Life Insurance Company June 2010 - Present
American Life Insurance Company September 2006 - June 2010
American Life Insurance Company September 2004 - September 2006
Brandywine Global September 2002 - September 2004
Lyons Companies July 2000 - September 2002
Education
Goldey-Beacom College 2004 — 2006
MBA
Goldey-Beacom College 2000 — 2004
BS, Finance
American Life Insurance Company June 2010 - Present
American Life Insurance Company September 2006 - June 2010
American Life Insurance Company September 2004 - September 2006
Brandywine Global September 2002 - September 2004
Lyons Companies July 2000 - September 2002
Education
Goldey-Beacom College 2004 — 2006
MBA
Goldey-Beacom College 2000 — 2004
BS, Finance
Connie Galloway's Brandywine Global Experience September 2002 - September 2004
Job Financial Analyst at ACE Group
Industry Insurance
Experience
ACE Group December 2011 - Present
MetLife June 2010 - March 2012
AIG June 2006 - June 2010
AIG September 2004 - June 2006
Brandywine Global September 2002 - September 2004
Lyons Companies July 2000 - September 2002
Education
Goldey-Beacom College 2004 — 2006
MBA
Goldey-Beacom College 2000 — 2004
BS, Finance
ACE Group December 2011 - Present
MetLife June 2010 - March 2012
AIG June 2006 - June 2010
AIG September 2004 - June 2006
Brandywine Global September 2002 - September 2004
Lyons Companies July 2000 - September 2002
Education
Goldey-Beacom College 2004 — 2006
MBA
Goldey-Beacom College 2000 — 2004
BS, Finance
John Merusi's Brandywine Global Experience October 2007 - Present
Job Sr. Compliance Associate at Brandywine Global
Industry Investment Management
Experience
Brandywine Global October 2007 - Present
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Economics
Brandywine Global October 2007 - Present
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY