Brandywine Global Investment Management

Industry: Company

Description

Founded: 1986 Subsidiary: Brandywine Global Investment Management (Asia) Pte. Ltd Parent organization: Legg MasonFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBrandywine Global InvestmentWebsiteDirections Saved (0) Saved Save Financial planner in San Francisco, California Located in: Alexander BuildingAddress: 155 Montgomery St # 611, San Francisco, CA 94104 Phone: (415) 773-0275: Hours: : Category: : : Place name: Website: : : Website: https://brandywineglobal.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · 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 Brandywine Global Investment Posting publicly on the Web Write a review Reviews Be the first to review

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Brandywine Global Investment Management Employees

Employee
Years
Job
Industry
Stephen Burlingame, CFA Stephen Burlingame, CFA Pasadena, California Details
Stephen Burlingame, CFA's Brandywine Global Investment Management Experience June 1999 - June 2000
Job Partner at Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital   June 2011 - Present
Trust Company of the West  June 2000 - January 2008
Brandywine Global Investment Management   June 1999 - June 2000

Skills
Valuation, Financial Modeling, Investments, Equities, Capital Markets, Asset Management, Strategic Planning, Hedge Funds, Financial Analysis, Mutual Funds, Equity Research, Venture Capital, Portfolio Management, Due Diligence

Education
Claremont McKenna College   1995 — 1999
Bachelor of Arts (B.A.), Cum Laude, Economics

The Gilman School   1992 — 1995
High School

Viktoriya Kobchenko Viktoriya Kobchenko Greater Philadelphia Area Details
Viktoriya Kobchenko's Brandywine Global Investment Management Experience 2013 - Present
Job Accountant at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   2013 - Present
Franklin Mint Federal Credit Union  March 2010 - March 2013
Franklin Mint Federal Credit Union  March 2008 - March 2010
Franklin Mint Federal Credit Union  April 2006 - March 2008

Skills
Account Reconciliation, Accounting, Accounts Payable, Auditing, Cash Flow, Due Diligence, General Ledger, Loans, Payments, Project Management, Banking, Leadership, Risk Management

Education
Saint Joseph's University   2010 — 2011
MBA, Finance

Strayer University   2008 — 2009
Bachelors, Accounting

Delaware County Community College   2006 — 2008
Associate's degree, Accounting

Samantha Shechtman Samantha Shechtman Philadelphia, Pennsylvania Details
Samantha Shechtman's Brandywine Global Investment Management Experience February 2014 - Present
Job Jr. Communications Associate at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   February 2014 - Present
Brandywine Global Investment Management   August 2013 - January 2014
Edelstein & Company LLP  October 2012 - August 2013
Romney for President  September 2012 - November 2012
Community Health Systems  February 2012 - September 2012
Adworks Corp.  June 2011 - August 2011

Skills
Microsoft Excel, Outlook, Social Media, Advertising, Copywriting, Microsoft Office, Research, Nonprofits, Microsoft Word, PowerPoint, Event Planning, Event Management

Education
University of Miami   2007 — 2011
Bachelor of Science (BS), Advertising and Sociology

IES Barcelona   2010 — 2010

Cheltenham High School

Dana DiGiambattista Dana DiGiambattista Greater Philadelphia Area Details
Dana DiGiambattista's Brandywine Global Investment Management Experience August 2006 - April 2008
Job Office Manager at Aspire Business Consulting, Inc.
Industry Staffing and Recruiting
Experience
Aspire Business Consulting, Inc.   April 2014 - Present
Long term contract with Booz Allen Hamilton   December 2011 - November 2013
LA Weight Loss  May 2008 - August 2008
Brandywine Global Investment Management   August 2006 - April 2008
American Eagle Outfitters  February 2000 - July 2006
Please Touch Museum  May 2004 - August 2004

Skills
Microsoft Excel, Microsoft Word, microsoft sharepoint, microsoft project, Manage Client..., Organizing Meetings, Administrative Suppot, Training and Development, Microsoft Outlook, Executive Support, Team Management, Outlook, Administrative..., Management, Microsoft Office, Training, Program Management, SharePoint, Interviews, Payroll, Sales Management, Sales, Hiring, New Hire Orientations, Customer Service, Inventory Management, Calendars, Spreadsheets, Office Management, Human Resources, Onboarding, Process Improvement, Leadership, Project Management, Data Entry, Data Analysis, Analysis, Team Leadership, Team Building, Budgets, Event Planning, Change Management, Contract Management, PowerPoint, Project Planning, Administrative...

Education
Penn State University   1999 — 2013
Bachelor of Arts (B.A.), Labor Employee Relations

Girard College   1993 — 1999
High School Diploma, Required courses

Anthony Kaleta Anthony Kaleta Philadelphia, Pennsylvania Details
Anthony Kaleta's Brandywine Global Investment Management Experience April 2015 - Present
Job Relationship Manager Wealth Management Group at Brandywine Global Investment Management
Industry Investment Banking
Experience
Brandywine Global Investment Management   April 2015 - Present
Brandywine Global Investment Management   August 2013 - April 2015
UBS Investment Bank  January 2007 - April 2013
Henderson Global Investors  October 2005 - November 2006
PricewaterhouseCoopers  March 1998 - September 2005

Skills
Strategic Planning, Business Strategy, Global Strategy, Financial Analysis, Relationship Management, Prospecting New Clients, Customer Segmentation..., Team Management, Equities, Financial Modeling, Prime Brokerage, Hedge Funds, Product Development, Project Management, Fixed Income, Emerging Markets, Trading, Management

Education
The Institute of Chartered Accountants (Australia)   2002 — 2004
Completed CA Program / Graduate Diploma

Securities and Investment Institute   2007 — 2007
SII Level 3 Certificate in Investments (Securities)

RMIT   1998 — 2002
Bachelor of Business (Accounting), Graduated with Distinction

Melbourne Grammar School   1992 — 1997

Ethan Xu Ethan Xu Berkeley, California Details
Ethan Xu's Brandywine Global Investment Management Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Brandywine Global Investment Management   June 2014 - August 2014
Harvest Financial Partners   May 2013 - June 2013
Temple University Hospital  June 2012 - August 2012
University of Pennsylvania Hospital - Perelman Center for Advanced Medicine   June 2011 - August 2011

Education
University of California, Berkeley, Haas School of Business   2015 — 2017
Bachelor's Degree, Business Administration and Management, General

University of California, Berkeley   2013 — 2017
Bachelor's Degree, Statistics

The London School of Economics and Political Science (LSE)   2015 — 2015
Alternative Investments, Fixed Income Debt Markets Macro Economy

Emily Mai Emily Mai Greater Philadelphia Area Details
Emily Mai's Brandywine Global Investment Management Experience January 2008 - February 2012
Job Associate at AJO
Industry Financial Services
Experience
AJO  June 2013 - Present
Brandywine Global Investment Management   January 2008 - February 2012
Vanguard  March 2006 - January 2008

Skills
Corporate Actions, Mutual Funds, Financial Analysis, Equities, Asset Management, Fixed Income

Education
Drexel University - College of Business and Administration   2006 — 2008
Master of Business Administration (MBA), Investment Management

Yuxi (Daisy) Wu Yuxi (Daisy) Wu Greater New York City Area Details
Yuxi (Daisy) Wu's Brandywine Global Investment Management Experience June 2014 - August 2014
Job Investment Banking Structured Finance Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2015 - Present
Elanus Capital Management, LLC   February 2015 - September 2015
Brandywine Global Investment Management   June 2014 - August 2014
ZS Associates  January 2013 - April 2013
Bank of China, International  July 2012 - August 2012

Skills
Quantitative Analytics, Microsoft Office, Derivatives, Matlab, Financial Modeling, Statistics, Time Series Analysis, Economics, Corporate Finance, Asset Management, Leadership, Management, Fixed Income Analysis, Risk Management, Valuation, Data Analysis

Education
New York University   2013 — 2014
Master's degree, Mathematics in Finance

National University of Singapore   2012 — 2013
Exchange student, Statistics and Finance

Wuhan University   2009 — 2013
B.S. in Mathematical Finance & B.A. in Economics, Mathematical Finance, GPA: 3.85/4.0 (10/120)

Chris Marzullo Chris Marzullo Greater Philadelphia Area Details
Chris Marzullo's Brandywine Global Investment Management Experience March 2007 - Present
Job General Counsel & Chief Compliance Officer at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   March 2007 - Present
Legg Mason  October 1998 - March 2007
Weinberg & Green  September 1993 - October 1998

Skills
Investment Advisers Act, Investment Company Act, Securities Regulation, Hedge Funds, Mutual Funds, Asset Managment, Investment Advisory, Fixed Income, Equities, Derivatives

Education
University of Baltimore School of Law   1990 — 1993
Doctor of Law (J.D.), magna cum laude

Cornell University   1986 — 1990
Bachelor's degree, Labor and Industrial Relations

Calvert Hall

Cindy White Cindy White Newtown Square, Pennsylvania Details
Cindy White's Brandywine Global Investment Management Experience April 2015 - Present
Job Corporate Analyst CPMO at Brandywine Global Investment Management
Industry Information Technology and Services
Experience
Brandywine Global Investment Management   April 2015 - Present
LiquidHub  January 2013 - April 2015
JSync   1999 - January 2013
QVC  2000 - 2001
Oracle  January 1997 - January 1999
XRT (Currently SunGard Financial Systems)   January 1996 - January 1997
FNX Limited (Currently SunGard Financial Systems)   January 1996 - December 1996
Garvin GuyButler   January 1994 - January 1995
CoreStates Bank  January 1990 - January 1994

Skills
Project Management, Certified Scrum Master..., Agile & Waterfall..., Project Delivery, Project Planning, IT Strategy, Full project lifecycle..., Software Documentation, Project Status Reporting, Consulting, Software Project..., Health Care Systems, Software Implementation, Vendor Relationship..., Business Analysis, Trading Systems, Supply Chain Management, Straight Through..., Enterprise Systems..., Global Cash Management, Report Writing, Software Development, Software Design, Software Installation, Decision Analysis, Data Integration, Financial Modeling, SDLC, Integration, Management, Requirements Analysis, Requirements Gathering, SharePoint, Oracle, Business Requirements, Vendor Management

Education
Bryn Mawr College   1986 — 1990
Bachelor of Arts (B.A.), Political Science and Economics

Dan McFadden Dan McFadden Greater Philadelphia Area Details
Dan McFadden's Brandywine Global Investment Management Experience May 1998 - August 2003
Job Client Portfolio Manager, Institutional Group at SEI
Industry Investment Management
Experience
SEI  March 2012 - Present
New Castle County Pension Board   April 2003 - Present
Turner Investments  August 2003 - April 2011
Brandywine Global Investment Management   May 1998 - August 2003
Hercules Incorporated  1988 - 1998
PricewaterhouseCoopers  1983 - 1988

Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management

Education
Villanova University   1988 — 1990
MBA, Finance

Drexel University   1978 — 1983
B.S., Business Administration

Elizabeth Lecouras Elizabeth Lecouras New York, New York Details
Elizabeth Lecouras's Brandywine Global Investment Management Experience June 2010 - December 2010
Job at
Industry Apparel & Fashion
Experience
Colors In Optics Ltd  March 2015 - Present
Bridgewater Advisors Inc.   April 2012 - March 2015
JPMorgan Chase  January 2011 - April 2012
Brandywine Global Investment Management   June 2010 - December 2010
Lincoln Financial Advisors  January 2010 - May 2010

Skills
Fixed Income, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Financial Services, Trading, Investment Management, Investment Advisory, Banking, Alternative Investments, Financial Advisory

Education
Temple University - Fox School of Business and Management   2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Bryan Raynor, CFA Bryan Raynor, CFA Greater Philadelphia Area Details
Bryan Raynor, CFA's Brandywine Global Investment Management Experience December 2003 - May 2010
Job Bank Investment Risk Expert at PNC
Industry Investment Management
Experience
PNC  September 2014 - Present
Public Financial Management  June 2011 - August 2014
CSR Pharma Services   August 2010 - July 2011
Brandywine Global Investment Management   December 2003 - May 2010
Prudential Financial  1997 - 2003

Education
Rutgers University
BA, Physics

Rutgers University-New Brunswick
MS, Physics

Ryan Curran Ryan Curran Greater Philadelphia Area Details
Ryan Curran's Brandywine Global Investment Management Experience October 2013 - March 2014
Job Manager, Finance/Accounting at Temple University
Industry Education Management
Experience
Temple University  February 2015 - Present
Temple University  March 2014 - February 2015
Brandywine Global Investment Management   October 2013 - March 2014
Teach For America  June 2013 - September 2013
JPMorgan Chase  June 2011 - June 2013
Exelon Trading Center   March 2009 - June 2011
Push America  May 2009 - August 2009

Skills
Financial Analysis, Finance, Microsoft Office, Bloomberg, Bloomberg Terminal, Microsoft Excel, Marketing, Portfolio Management, Project Management, Budget Development, Customer Service, Public Speaking, Accounting, Project Planning, Forecasting

Education
Temple University - Fox School of Business and Management   2015 — 2018
Master of Business Administration (MBA), Strategic Management

University of Delaware - Lerner College of Business and Economics   2007 — 2011
B.S., Major: Finance. Minors: Economics, Internationl Business

Al Wawszczyk Al Wawszczyk Greater New York City Area Details
Al Wawszczyk's Brandywine Global Investment Management Experience January 2014 - Present
Job Manager International Product Development & Client Service at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2014 - Present
Legg Mason  September 2010 - January 2014
Legg Mason  September 2008 - August 2010
Thomson Reuters Corporation  July 2006 - September 2008
ICAP  May 2005 - August 2005
Garban ICAP (Brokertec)   May 2005 - August 2005

Skills
Salesforce.com, Financial Modeling, Management, Bloomberg, Analysis, Program Management

Education
University of Pennsylvania   2002 — 2006
BA, Politics, Philosophy & Econmics

Carteret High School   1998 — 2002

Abby Holmes Abby Holmes Baltimore, Maryland Area Details
Abby Holmes's Brandywine Global Investment Management Experience May 2014 - August 2014
Job Client Advisor at WMS Partners, LLC
Industry Financial Services
Experience
Brandywine Global Investment Management   May 2014 - August 2014
Deloitte Consulting  July 2010 - July 2013
Beers + Cutler  May 2009 - July 2009
US Lacrosse  2008 - 2009

Skills
Management Consulting, Financial Analysis, Strategy, Project Management, Finance, Data Analysis, Program Management, Business Analysis, Business Process..., Business Transformation, Process Improvement, Financial Modeling, Business Strategy

Education
Wharton School, University of Pennsylvania   2013 — 2015
Master of Business Administration (MBA), Finance and Strategic Management

University of Maryland College Park   2007 — 2010
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Accounting, Finance, Economics

The College of William and Mary   2006 — 2007
N/A

McDonogh School   2001 — 2006

Amber Copeland Amber Copeland Wilmington, Delaware Details
Amber Copeland's Brandywine Global Investment Management Experience December 2012 - January 2013
Job Estee Lauder Beauty Advisor at Macy's
Industry Retail
Experience
Macy's  June 2013 - Present
Brandywine Global Investment Management   December 2012 - January 2013
Brandywine Global Investment Management   June 2012 - August 2012

Skills
Makeup Artistry, Sales, Microsoft Office

Education
Delaware Technical and Community College-Stanton-Wilmington   2012 — 2015
Associate's degree, Accounting

Mount Pleasant High School   2007 — 2011
High School Diploma

Jeffrey Riggs, CAIA, CIMA Jeffrey Riggs, CAIA, CIMA Greater Philadelphia Area Details
Jeffrey Riggs, CAIA, CIMA's Brandywine Global Investment Management Experience June 2003 - March 2006
Job Director of Manager Strategies at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial  September 2010 - Present
Turner Investments, L.P.   April 2006 - August 2010
Brandywine Global Investment Management   June 2003 - March 2006
Delaware Investments  June 1997 - June 2003

Education
La Salle University   2002 — 2006
Master of Business Administration (MBA), Finance, General

Western Michigan University   1993 — 1997
Bachelor of Business Administration (BBA), Finance, General

Ivy Gluck Ivy Gluck New York, New York Details
Ivy Gluck's Brandywine Global Investment Management Experience June 2013 - August 2013
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

Allen Truban Allen Truban Greater Philadelphia Area Details
Allen Truban's Brandywine Global Investment Management Experience May 1997 - October 2007
Job Application Developer at Friess Associates
Industry Information Technology and Services
Experience
Friess Associates  August 2014 - Present
JPMorgan Chase  June 2013 - August 2014
Friess Associates  October 2007 - June 2013
Brandywine Global Investment Management   May 1997 - October 2007
Brandywine Global Investment Management   May 1996 - May 1997

Skills
VBA, Access, SQL, SQL Server, Microsoft SQL Server, SSIS, SSRS, Trading Systems, Data Warehousing, Portfolio Management, DTS, Bloomberg, Investments, Equities, Equity Trading, Fixed Income, Securities, Asset Management, Charles River IMS, Oracle, Unix

Education
University of Delaware   2000 — 2004
MBA, Information Technology

University of Delaware   1993 — 1997
Bachelor of Science, Accounting

Dennis Kyhos CPA, CGMA Dennis Kyhos CPA, CGMA Austin, Texas Details
Dennis Kyhos CPA, CGMA's Brandywine Global Investment Management Experience 2012 - 2014
Job Financial Services Consulting: Compliance, Operational Risk Mgmt., Internal Control, Process Reengineering
Industry Financial Services
Experience
Kyhos Analytics   January 2001 - Present
Brandywine Global Investment Management   2012 - 2014
AC Lordi-Consulting  2011 - 2012
Experis (FKA Jefferson Wells)   2004 - 2009
Education Commission of the States  January 2002 - December 2003
Geological Society of America  1997 - 2000

Skills
SOC Reporting and..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Finance, Auditing, Accounting, Internal Controls, Banking, Financial Analysis, Strategic Financial..., Due Diligence, Regulatory Compliance, Consulting Services, Operational Risk..., Compliance, Insurance, SOX, Corporate Finance, Business Process..., US GAAP, Mergers & Acquisitions, Non-profits, Cash Management, Excel, GAAP, Financial Management, Cash Flow, Management Consulting, Technical Accounting, Financial Services, Enterprise Risk..., Management, Risk Management, Analysis, Financial Accounting, Leadership, Financial Audits, Investment Management, Managerial Finance, Sarbanes-Oxley, Financial Planning, Consulting, Process Improvement

Education
Boston University - School of Management   1980 — 1984
MBA, Finance

Ithaca College
BS, Accounting

David Kilgariff David Kilgariff Greater Philadelphia Area Details
David Kilgariff's Brandywine Global Investment Management Experience January 2015 - Present
Job Director
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2015 - Present
Prudential Financial  July 2010 - June 2014
Pershing LLC, Bank of New York Mellon  March 2009 - July 2010
JPMorgan  2005 - January 2009
SEI Investments  2000 - 2005
First USA / Bank One  1998 - 2000
Merrill Lynch  1996 - 1998
Prudential Insurance Company  1995 - 1996
Merrill Lynch  1986 - 1995

Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance

Education
New Jersey Institute of Technology   1992 — 1996
MS - Computer Science, Computer Science

East Stroudsburg University of Pennsylvania   1982 — 1986
BA, Economics

Council Rock High School   1976 — 1980
High School Diploma

Brett Aukburg Brett Aukburg Merion Station, Pennsylvania Details
Brett Aukburg's Brandywine Global Investment Management Experience May 2014 - Present
Job Director, IT Infrastructure and Compliance at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   May 2014 - Present
Bridgewater Associates  October 2012 - May 2014
Bridgewater Associates  September 2009 - October 2012
Wyeth  January 2008 - September 2009
Wyeth  January 2006 - January 2008
Wyeth  September 1999 - January 2006
Alliance Consulting  September 1998 - September 1999
Capital Consulting Group   February 1998 - September 1998
ZanyBrainy   November 1992 - February 1998

Skills
Enterprise Architecture, Disaster Recovery, ITIL, IT Strategy, Program Development, Data Center, Virtualization, Infrastructure, Vendor Management, IT Management, Active Directory, Cloud Computing, Databases, Enterprise Software, HP, Hardware, High Availability, IT Operations, IT Service Management, Integration, Management, Microsoft Exchange, Microsoft SQL Server, NetApp, Networking, Object Oriented Design, Outsourcing, PMP, Project Portfolio..., SDLC, Security, Servers, SharePoint, Software Documentation, Storage, Storage Area Networks, System Deployment, VMware, VMware ESX, Virtual Desktop..., Windows Server, Business Continuity, Windows, SAN, Solution Architecture, Citrix, Computer Security

Education
University of Pennsylvania   1988 — 1993
B.S.E.

Lower Merion High School   1984 — 1988
High School Diploma

Phil Horner Phil Horner Cherry Hill, New Jersey Details
Phil Horner's Brandywine Global Investment Management Experience May 2010 - August 2010
Job Marketer and Entrepreneur
Industry Marketing and Advertising
Experience
Cardone Industries  May 2015 - Present
Arett Sales  June 2014 - January 2015
Simplex Solutions  September 2013 - June 2014
Brandywine Global Investment Management   May 2010 - August 2010

Skills
Microsoft Access, Microsoft Excel, Adobe Creative Suite, Graphic Design, Web Design, Microsoft Office, AutoCAD, Windows, Mac OS, Photography, Photoshop, Social Networking

Education
Rutgers, The State University of New Jersey-Camden   2011 — 2014
Bachelor's Degree, Marketing, 3.2 GPA

Sameet Shah, PMP Sameet Shah, PMP Philadelphia, Pennsylvania Details
Sameet Shah, PMP's Brandywine Global Investment Management Experience May 2014 - Present
Job Senior Financial Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   May 2014 - Present
Hughes Network Systems  September 2006 - May 2014
Hughes Network Systems  September 2009 - August 2010
Hughes Network Systems  September 2006 - September 2009
Lockheed Martin  June 2006 - September 2006
University at Buffalo  September 2005 - May 2006
University at Buffalo  September 2003 - May 2006

Skills
New Business Development, Budgets, Revenue Analysis, Cash Flow, Analysis, Sales Operations, Forecasting, Training, Sales, Sales Management, Financial Analysis, Management, Marketing Strategy, Financial Modeling, Corporate Finance, Account Management, Strategic Planning, Marketing, Team Building, Project Planning, Finance, Leadership, Budget Management, Revenue Management, Cash Flow Management, Sales Support, SAP, Essbase, Communication Skills, Project Management, Variance Analysis, Telecommunications

Education
Temple University   2015 — 2018
Master of Business Administration (M.B.A.)

University at Buffalo   2002 — 2006
BS in Business Administration, Finance & Marketing

Brian Shaw Brian Shaw Greater Philadelphia Area Details
Brian Shaw's Brandywine Global Investment Management Experience January 2000 - April 2014
Job IT Manager at The INS Companies Inc.
Industry Financial Services
Experience
The INS Companies   September 2014 - Present
Brandywine Global Investment Management   January 2000 - April 2014
Comhar Inc  1987 - 1999

Skills
Asset Managment, Business Continuity, Active Directory, Risk Management, Governance, Project Management, Sarbanes-Oxley Act, Data Security, Data Center, SSAE16, Vendor Management, Requirements Analysis, Databases, Asset Management, Infrastructure, Networking, Network Security, IT Strategy, Enterprise Architecture, Information Security..., Information Technology, VMware, SDLC, Integration, Unix, SSAE 16

Education
La Salle University
Bachelor of Arts, Mathematics

Beth Wanamaker Beth Wanamaker Philadelphia, Pennsylvania Details
Beth Wanamaker's Brandywine Global Investment Management Experience October 2014 - Present
Job Risk Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   October 2014 - Present
Brandywine Global Investment Management   May 2006 - Present
Keller and Heckman LLP  July 2003 - April 2006
Institute for Health Policy Analysis   December 2000 - July 2003

Skills
Microsoft Office, PeopleSoft, Revport Billing and AR..., Journal Entries, Accruals, Reconciliations, Accounts Payable, Accounts Receivable, Billing, Cash Receipts, Monthly Close, Software Conversion, Development Of Policies, Expenses, Payroll, Auditing, Account Reconciliation, Invoicing, General Ledger, Sarbanes-Oxley Act, Finance, Fixed Assets, Financial Reporting, Ledger, Financial Statements, Accounting, Budgets, Internal Controls, Software, Policy

Education
Villanova University   2014 — 2015
Master Certificate in Applied Project Management

University of Pennsylvania - The Wharton School   2009 — 2011
Certificate, Accounting and Finance

Marquette University   1997 — 2000
B.A., International Relations, Economics

Robert Whelen Robert Whelen Philadelphia, Pennsylvania Details
Robert Whelen's Brandywine Global Investment Management Experience September 2015 - Present
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   September 2015 - Present
Janney Montgomery Scott LLC  February 2014 - August 2015
Merrill Lynch  June 2013 - February 2014
LPL Financial  April 2012 - October 2012
Northwestern Mutual  December 2011 - March 2012
Georgia Institute of Technology  August 2007 - December 2011
US Navy  August 2007 - October 2011

Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training

Education
Georgia Institute of Technology   2008 — 2011
BSBA, Business Finance

Wake Forest University   2008 — 2008
ECON

Matthew Byelich Matthew Byelich Greater Philadelphia Area Details
Matthew Byelich's Brandywine Global Investment Management Experience March 2014 - Present
Job Attorney
Industry Legal Services
Experience
Brandywine Global Investment Management   March 2014 - Present
University of South Carolina School of Law  May 2013 - May 2014
EPIK (English Program in Korea)   April 2010 - April 2011
United States Army Reserve  August 2003 - August 2009
The Real Uganda   February 2009 - May 2009
The White House  September 2008 - January 2009

Education
University of South Carolina School of Law   2011 — 2014
Doctor of Law (J.D.)

American Public University System   2009 — 2010
Masters, Business Admin

Rider University   2004 — 2008
B.A., Economics

Niki Mangos Niki Mangos Greater New York City Area Details
Niki Mangos's Brandywine Global Investment Management Experience 2013 - Present
Job CIO at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   2013 - Present
RBC Capital Markets  2011 - 2013
Guardian Life Insurance  2009 - 2011
Goldman Sachs  1998 - 2009
Deutsche Bank Securities  1994 - 1998
Lehman Brothers  1986 - 1994

Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Options, Capital Markets, Financial Services, Risk Management, Change Management, Business Analysis, Strategy, IT Strategy, Trading Systems, Trading, Asset Management, Strategic Planning, Outsourcing, Securities, Leadership, Finance, Asset Managment, Vendor Relationships, CRM, Private Equity, Mutual Funds, Hedge Funds, PMO, Executive Management, Derivatives, Business Strategy, Middle Office, Project Portfolio...

Education
Columbia University in the City of New York
BA, Economics

Teresa DiStefano Teresa DiStefano Philadelphia, Pennsylvania Details
Teresa DiStefano's Brandywine Global Investment Management Experience September 2015 - Present
Job Application Developer (Intern / Coop) at Brandywine Global Investment Management
Industry Computer Software
Experience
Brandywine Global Investment Management   September 2015 - Present
Microsoft  June 2015 - September 2015
Brandywine Global Investment Management   May 2014 - June 2015
Susquehanna International Group, LLP (SIG)   September 2013 - March 2014
Drexel University's College of Information Science and Technology   September 2012 - June 2013

Skills
Computer Science, Java, C++, Software Development, C#, Python, Visual Studio, Programming, HTML, Software Engineering, Unix, .NET, Windows, WPF, Linux, Testing, Databases, ASP.NET, Shell Scripting, MySQL, Communication, Object Oriented Design, Spanish-speaking, Wiki Development, XAML, Software Design, WPF Development, WCF, Eclipse, Perl, autosys, VB.NET, Access, Toad, SQL Server Management..., Microsoft SQL Server, IOT

Education
Drexel University   2012 — 2017
Bachelor's Degree, Computer Science

Pamela Tate-Draper Pamela Tate-Draper Greater Philadelphia Area Details
Pamela Tate-Draper's Brandywine Global Investment Management Experience 1998 - 2007
Job Education/NonProfit Consultant
Industry Education Management
Experience
Self-Employed Charter School Consultant   January 2014 - Present
Gateway Lab School   July 2013 - Present
Project Crossroad   October 2014 - June 2015
Gateway Lab School   June 2006 - June 2013
Integrity Technology Solutions, Inc.   May 2002 - January 2011
Brandywine Global Investment Management   1998 - 2007
PNC Bank  1992 - 1994
PNC Bank  1987 - 1992

Skills
Project Management, Customer Service, Strategic Planning, Microsoft Office, Leadership, Staff Development, Microsoft Excel, Process Improvement, Budgets, Social Networking, Coaching, Public Speaking, Nonprofits, Team Building, Entrepreneurship, Training, Program Management, Leadership Development, Data Analysis, Management Consulting

Education
Hampton University   1983 — 1987
B.A., Mass Media Arts, minor in Business

Amer Hasan, CFA Amer Hasan, CFA Philadelphia, Pennsylvania Details
Amer Hasan, CFA's Brandywine Global Investment Management Experience January 2014 - Present
Job Relationship Manager at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2014 - Present
Brandywine Global Investment Management   April 2011 - December 2014
Mondrian Investment Partners  January 2006 - April 2011
JP Morgan Chase  June 2004 - August 2005

Skills
Arabic

Education
King's College London   2009 — 2010
MSc, Public Policy & Management

Temple University - Fox School of Business and Management   2001 — 2006
BBA, International Business/ Finance

Temple University Rome   2004 — 2004
International Economics/Finance

Neshaminy High School   1998 — 2001

Thomas Alex, PMP Thomas Alex, PMP Greater Philadelphia Area Details
Thomas Alex, PMP's Brandywine Global Investment Management Experience May 2007 - April 2014
Job Information Technology and Investment Management
Industry Information Technology and Services
Experience
Meradia Group  October 2014 - Present
Brandywine Global Investment Management   May 2007 - April 2014
Legg Mason  February 2000 - May 2007

Skills
ITIL v3 Foundations..., Project Management, IT Management, Leadership, Asset Managment, Management, Business Continuity, Negotiation, Databases, Unix, SQL, Perl, Disaster Recovery, .Net, Sybase, Oracle, Microsoft SQL Server, PMP Certified, Asset Management, MS Office 365, MS Access 2013 Web Apps, MS Office Automation..., Business Analysis, SDLC

Education
Loyola College in Maryland
Master of Science (MS), Computer Science

Loyola College in Maryland
Bachelor of Science (BS), Computer Science

Shantae Landingham, J.D., M.B.A Shantae Landingham, J.D., M.B.A Greater Philadelphia Area Details
Shantae Landingham, J.D., M.B.A's Brandywine Global Investment Management Experience September 2015 - Present
Job New Instructor Trainee UPENN The Wharton School and Risk Advisor at Brandywine Global Legg Mason
Industry Financial Services
Experience
Brandywine Global Investment Management   September 2015 - Present
University of Pennsylvania  August 2015 - Present
The Vanguard Group  July 2013 - September 2015
Vanguard  March 2013 - June 2013
Vanguard  December 2012 - March 2013
Vanguard  August 2012 - November 2012
Valparaiso University  March 2012 - May 2012
Valparaiso University School of Law  August 2011 - May 2012
Valparaiso University  September 2010 - May 2012
Valparaiso University  May 2011 - August 2011

Skills
Tax, Legal Writing, Legal Research, Leadership, Business Planning, Sales, Contract Management, Nonprofits, Public Speaking, Fundraising, Event Planning, Project Management, Team Building, Strategy, Management, Research

Education
Valparaiso University School of Law   2009 — 2012
Juris Doctor

Tennessee State University   2004 — 2008
Bachelor of Business Administration

Valparaiso University School of Business
Master of Business Administration

Bo Birtwell, CPCU, CRIS Bo Birtwell, CPCU, CRIS Greater Philadelphia Area Details
Bo Birtwell, CPCU, CRIS's Brandywine Global Investment Management Experience October 2006 - May 2007
Job Sales Executive at Wells Fargo Insurance Services and Private Equity Specialist
Industry Insurance
Experience
Wells Fargo Insurance Services  October 2012 - Present
McKee Risk Management, Inc.   April 2011 - September 2012
CNA Insurance  June 2007 - April 2011
Brandywine Global Investment Management   October 2006 - May 2007
Northwestern Mutual Financial Network  June 2006 - October 2006

Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability

Education
Temple University - Fox School of Business and Management   2003 — 2007
BBA, Finance

Monsignor Bonner High School   1999 — 2003
High School Diploma

Meredyth Heppe, PHR Meredyth Heppe, PHR Greater Philadelphia Area Details
Meredyth Heppe, PHR's Brandywine Global Investment Management Experience October 2014 - Present
Job Sr. Associate Benefits & Compensation
Industry Human Resources
Experience
Brandywine Global Investment Management   October 2014 - Present
GENEX Services, Inc.   April 2010 - May 2014
Corporate Interiors, Inc.   May 2014 - 2014
BCS Consulting Firm   May 2009 - April 2010

Skills
Employee Benefits, Outlook, Benefits Administration, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, HR Policies, PowerPoint, ADP Payforce, Performance Management, Microsoft Word, Sage Abra HRMS, Form 5500 preparation, Leave of Absence..., FMLA, Section 125 Plans, Affordable Care Act, Database Queries, Reporting & Analysis, 401k, 401k Rollovers, Onboarding, New Hire Orientations, Compensation & Benefits, Employee Wellness..., Disability Benefits, Workers Compensation

Education
Saint Joseph's University   2012 — 2015
Master's degree, Business Intelligence, 3.97

High Point University   2005 — 2009
Bachelor, Marketing

Jennifer (Lejman) Atkinson Jennifer (Lejman) Atkinson Greater Philadelphia Area Details
Jennifer (Lejman) Atkinson's Brandywine Global Investment Management Experience April 2012 - Present
Job HR Systems Generalist at Brandywine Global
Industry Human Resources
Experience
Brandywine Global Investment Management   April 2012 - Present
Comcast  August 2010 - April 2012
Comcast  September 2009 - July 2010
Numeric, LLC.   2008 - 2009
RTTemps/RNTemps   August 2007 - September 2008
Visiting Angels  February 2007 - August 2007
Express Personnel Services  August 2006 - October 2006
Action National Sign and Lighting   2004 - 2005

Skills
Recruiting, HRIS, Human Resources, Interviews, Applicant Tracking..., Management, Temporary Placement, Screening, Business Development, Account Management, Project Management, SAP, Auditing, PeopleSoft, Data Analysis, Internet Recruiting, Outlook, Analysis, Microsoft Excel

Education
Eastern University   2000 — 2004
B.A., English Literature and Writing

F. Scott Mercaldo F. Scott Mercaldo Greater Philadelphia Area Details
F. Scott Mercaldo's Brandywine Global Investment Management Experience May 2008 - May 2010
Job Vice President Compliance Officer at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company  January 2015 - Present
Pershing, a BNY Mellon company  September 2014 - January 2015
CBRE Clarion Securities, LLC   March 2011 - September 2014
Aberdeen Fund Distributors, LLC / Aberdeen Asset Management, Inc.   June 2010 - March 2011
Brandywine Global Investment Management   May 2008 - May 2010
Brandywine Global Investment Management LLC  June 2007 - April 2008
ING DIRECT Securities, Inc.   2002 - 2007
ING DIRECT Securities, Inc.   2001 - 2002
ING DIRECT  2000 - 2001

Skills
Securities Regulation, Compliance, Series 24, Series 7, Series 63, Investment Advisory, AML, Code of Ethics, Broker-Dealer, FINRA, Prospectus, Closed-end Funds, Mutual Funds, Hedge Funds, Marketing

Education
Widener University School of Law   2004 — 2007
LL.M., Corporate Law and Finance

Saint Joseph's University   1997 — 2000
MBA, International Business

London Metropolitan University   1992 — 1995
LL.B. (Hons.), English Law

Alpha Chi Rho

Alpha Chi Rho

TK Verma TK Verma Greater New York City Area Details
TK Verma's Brandywine Global Investment Management Experience January 2014 - Present
Job
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2014 - Present

Skills
Electronic Trading, Program Management, Private Banking, Middle Office, Fixed Income, Equities, Capital Markets, Trading Systems, Financial Risk, Investment Banking, Varicent, Charles River IMS, Xeye, Cognos, Sungard Protogent, PMI, Agile Project Management, CMMI, ClearQuest, LoadRunner, Clarity, SOAP, MQ Series, FIX, Data Warehousing, Operational Data Store, UDB, Microsoft SQL Server, Sybase, Oracle SQL, JavaScript, AJAX, Portlets, Content Management, C++, Java, Web Services, WebSphere Application..., Weblogic, Solution Architecture, Requirements Analysis, Trading, Asset Management, Enterprise Architecture, DB2, PMO

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
MBA

Indian Institute of Technology, Roorkee   1986 — 1990
Bachelor of Engineering (BE)

Laura Kirkpatrick Laura Kirkpatrick Greater Philadelphia Area Details
Laura Kirkpatrick's Brandywine Global Investment Management Experience November 1996 - February 2005
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  April 2012 - Present
Verdis Investment Management  January 2009 - February 2011
DuPont Capital Management  April 2007 - January 2009
Delaware Investments  February 2005 - April 2007
Brandywine Global Investment Management   November 1996 - February 2005
Morgan Stanley Investment Management  September 1994 - November 1996
JP Morgan Securities  July 1993 - September 1994
Meridian Bank  September 1986 - August 1991

Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA, Finance

Dickinson College   1982 — 1986
BA, Economics, German

Peter Jensen, Jr., CFA Peter Jensen, Jr., CFA Cleveland/Akron, Ohio Area Details
Peter Jensen, Jr., CFA's Brandywine Global Investment Management Experience January 2007 - November 2008
Job Senior Investment Management and Marketing Professional, Conservative Enthusiast
Industry Capital Markets
Experience
PNC Capital Advisors, LLC  December 2014 - Present
Victory Capital Management  February 2013 - November 2014
Huntington National Bank  June 2012 - February 2013
Huntington National Bank  October 2010 - June 2012
Redline Research   November 2008 - October 2010
Brandywine Global Investment Management   January 2007 - November 2008
Dix & Eaton  2000 - 2006
Booz, Allen & Hamilton   November 1998 - January 2000

Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Capital Markets, Equities, Research, Economics, Wealth Management, Fixed Income, Competitive Analysis, Credit, Trading, Derivatives, Excel, Banking, Financial Modeling, Financial Planning, Investment Advisory, Investor Relations, Investment Strategies, Cash Flow, Technical Analysis, Valuation, Bloomberg, Corporate Finance, Securities, Financial Markets, Due Diligence, Bonds, Hedge Funds, Asset Allocation, Industry Analysis, Credit Analysis, Equity Research, Credit Risk, Business Analysis, Business Strategy, Strategic Planning, Mutual Funds, Market Research, Quantitative Analysis, Management Consulting, Commercial Banking, Loans, Debt, Risk Management, Investment Management

Education
Miami University   1994 — 1998
BS, Economics, Finance

Westlake High School   1990 — 1994

Claire A. Bailey Claire A. Bailey Greater Philadelphia Area Details
Claire A. Bailey's Brandywine Global Investment Management Experience 1992 - 1997
Job Bluestone Capital Management
Industry Financial Services
Experience
Bluestone Capital Management   March 2015 - Present
Philadelphia Brokerage Corporation   July 2013 - May 2014
CV Brokerage, Inc.   March 2011 - October 2011
Drexel Hamilton, LLC  June 2010 - April 2011
Brandywine Global Investment Management   1992 - 1997
Brandywine Global Investment Management   1992 - 1997
State Street  1991 - 1994

Skills
Contract Negotiation, Real Estate, Investments, Construction, Business Strategy, Strategic Planning, Microsoft Office, Business Analysis, Start-ups, Sales, Hedge Funds, Mutual Funds, Marketing Strategy, Portfolio Management, New Business Development, Management, Trading, Budgets, Negotiation, Business Development, Marketing, Business Planning, Sales Management, Risk Management, FINRA, Investment Management, Strategy

Education
Colgate University   1979 — 1983
BA, IR/French

Shaw Levin Shaw Levin Greater Philadelphia Area Details
Shaw Levin's Brandywine Global Investment Management Experience February 2014 - Present
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

Kristy Truax Nichols Kristy Truax Nichols Wilmington, Delaware Details
Kristy Truax Nichols's Brandywine Global Investment Management Experience February 2005 - September 2006
Job Operations Specialist at Ashford Capital Management
Industry Investment Management
Experience
Ashford Capital Management   September 2008 - Present
Ashford Capital Management   September 2006 - September 2008
Brandywine Global Investment Management   February 2005 - September 2006

Skills
Microsoft Office, Equities, Finance, Bloomberg, Microsoft Excel, Time Management, Data Analysis, Microsoft Word, Financial Services, Analysis

Education
Wilmington University   2015 — 2017
Master of Arts (M.A.), Accounting and Finance

Hope College   1998 — 2002
Bachelor of Arts (B.A.), French, International Politics, History, Identity-Based Conflict

Roger Dixon Sperry Roger Dixon Sperry Bryn Mawr, Pennsylvania Details
Roger Dixon Sperry's Brandywine Global Investment Management Experience June 2013 - August 2013
Job Student at Princeton University
Industry
Experience
Symmetry Peak Management LLC   July 2014 - August 2014
Lindsay Criswell LLC   2013 - 2014
Brandywine Global Investment Management   June 2013 - August 2013
Success Academy Charter Schools  May 2012 - August 2012
Shutters and Sails LLC   June 2011 - August 2011

Skills
Microsoft Excel, Java, Matlab, R, Photoshop, InDesign, Spanish-speaking

Education
Princeton University   2011 — 2015
Bachelor of Science and Engineering, Operations Research and Financial Engineering

The Shipley School   2005 — 2011

Amy Farrow Amy Farrow Philadelphia, Pennsylvania Details
Amy Farrow's Brandywine Global Investment Management Experience February 2013 - Present
Job Sr. Executive Assistant at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   February 2013 - Present
Rubenstein Partners  July 2012 - February 2013
NP Precision, Inc.   April 2010 - April 2012
The Wholesale Discount Store   March 2003 - March 2010
K-tech Kleening   February 2003 - March 2004
Private Estates   August 1999 - January 2003
SAC Finance, Inc.   February 1996 - August 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, QuickBooks, Lotus Notes, PowerPoint, Access, Accounting, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Human Resources, Product Marketing, New Business Development, Negotiation, Adobe Acrobat, Photoshop, Executive..., Business Process..., Travel, International Logistics, HR Consulting, Sales Management, Meeting Planning, Typing, MRP, Operations Management, Budgets, Hiring, Management, Contract Negotiation, Project Management, Event Planning, Marketing, Sales, Recruiting, Customer Service, Salesforce.com, Employee Relations, Performance Management, PeopleSoft, Process Improvement, Administrative..., Invoicing, Leadership, Organizational..., Administration

Education
CFA Institute   2013 — 2013
Claritas® Investment Certificate, Investments and Securities

Long Island University, Southampton Campus   1990 — 1994
Bachelor of Science, Marine Science / Biology Concentration

Laura Lavallee (Sharpless) Laura Lavallee (Sharpless) Chester Springs, Pennsylvania Details
Laura Lavallee (Sharpless)'s Brandywine Global Investment Management Experience August 2000 - April 2002
Job VP, Key Accounts Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds  2007 - Present
Constellation Funds Group   March 2004 - March 2006
Turner Investments, L.P.   April 2002 - March 2004
Brandywine Global Investment Management   August 2000 - April 2002

Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65

Education
Barton College   1995 — 1999
Bachelor of Science (BS), Marketing and Finance

Meade Morrison Meade Morrison Greater Philadelphia Area Details
Meade Morrison's Brandywine Global Investment Management Experience April 2013 - Present
Job Regulatory Compliance Associate at Brandywine Global Investment Management
Industry Law Practice
Experience
Brandywine Global Investment Management   April 2013 - Present
Delaware Investments, a member of the Macquarie Group  September 2012 - April 2013
Delaware Investments, a member of the Macquarie Group  May 2011 - August 2011
United States District Court for the Northern District of Illinois  June 2010 - August 2010
Bank of America; Consulting Services Group   October 2005 - April 2006
Bank of America; Consulting Services Group   March 2005 - October 2005
Bank of America; Consulting Services Group   June 2004 - March 2005
Morgan, Lewis & Bockius LLP   June 2003 - August 2003

Education
Villanova University School of Law   2009 — 2012
Juris Doctorate

University of Pennsylvania   2001 — 2004
BA, Philosophy, Politics, and Economics

American University   2000 — 2001
Economics

The Agnes Irwin School   1987 — 2000

Elango Chidambaram MBA, PMP Elango Chidambaram MBA, PMP Greater New York City Area Details
Elango Chidambaram MBA, PMP's Brandywine Global Investment Management Experience July 2015 - Present
Job Senior Associate / Front Office Technical Lead at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   July 2015 - Present
Tradeweb  January 2011 - June 2015
Bank of New York Mellon  May 2009 - January 2011
Goldman Sachs Asset Management  September 2008 - May 2009
Lehman Brothers  November 2006 - September 2008
Morgan Stanley  January 2006 - November 2006
Ness Technologies  June 2004 - January 2006
Schering Plough Research Institute  August 2002 - June 2004
Schering-Plough Pharmaceuticals  2002 - 2004
Available On Request  May 1997 - August 2002

Skills
PMP, Microsoft Technologies, CRM, SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Software Project..., Enterprise Architecture, Business Analysis, Solution Architecture, Vendor Management, Oracle, SOA, Databases, ASP.NET, Software Development, .NET, Web Services, C#, Project Management, Database Design, UML, Visio, XML, Testing, Web Applications

Education
Rutgers Business School   2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.9

Prompt Technologies   2007 — 2009

Bharathidasan University   1997 — 2000
Master of Computer Applications (M.C.A.), Information Technology

Bharathiar University   1994 — 1997
Bachelor of Science (B.Sc.), Electronics

National Institute of Information Technology (NIIT)   1994 — 1997
Professional Diploma in Information Technology, Computer Programming & Systems Analysis, A

Tom Santamaria Tom Santamaria Greater Philadelphia Area Details
Tom Santamaria's Brandywine Global Investment Management Experience 2012 - Present
Job Senior Member Technical Staff at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   2012 - Present
Multiple Companies  2008 - 2012
Morgan Stanley  April 1998 - 2008
U.S. Healthcare   1996 - 1998
Andersen Consulting  1991 - 1996
General Electric Aerospace  1985 - 1991
McDonnell Douglas  1982 - 1985

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010

University of Pittsburgh   1978 — 1982

Jonathan Cordo Jonathan Cordo Philadelphia, Pennsylvania Details
Jonathan Cordo's Brandywine Global Investment Management Experience March 2013 - Present
Job Vice President Institutional Sales at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   March 2013 - Present
Morgan Stanley Investment Management  January 2006 - March 2013

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services, Investment Strategies, Equities, Sales, Account Management, Sales Management, Hedge Funds, Fixed Income, Investment Management, Equity Research

Education
Gettysburg College   2001 — 2005
Bachelor of Science (BS), Economics and Management

Copenhagen Business School   2003 — 2004
International business/Economics

Michael Venit Michael Venit Greater New York City Area Details
Michael Venit's Brandywine Global Investment Management Experience June 2007 - August 2007
Job Senior Associate at Atlantic Pacific Capital
Industry Venture Capital & Private Equity
Experience
Atlantic Pacific Capital  January 2015 - Present
Atlantic Pacific Capital  November 2012 - January 2015
Cambridge Associates  March 2012 - November 2012
Cambridge Associates  January 2010 - March 2012
Cambridge Associates  June 2008 - January 2010
Brandywine Global Investment Management   June 2007 - August 2007

Education
Babson College   2004 — 2008
BA, Finance, Economics

Dana Schultz Dana Schultz Greater Philadelphia Area Details
Dana Schultz's Brandywine Global Investment Management Experience 2012 - Present
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

Stefanie Little Stefanie Little Greater Philadelphia Area Details
Stefanie Little's Brandywine Global Investment Management Experience 1999 - 2004
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

Vamsi Nellore Vamsi Nellore Greater Philadelphia Area Details
Vamsi Nellore's Brandywine Global Investment Management Experience September 2013 - Present
Job
Industry Investment Management
Experience
Brandywine Global Investment Management   September 2013 - Present

Skills
Microsoft SQL Server, Oracle, Java, C#, jQuery, TIBCO, Ksh, Agile Methodologies, Agile Project Management, Eagle PACE, SDLC, Fixed Income, ETFs, Risk Analytics, Financial Calculations, JSON, SpringSource, Wilshire Axiom, C++, MongoDB, JMS, Messaging, Amazon Web Services..., Scrum, SOA, Java Enterprise Edition, Tomcat, Object Oriented Design, Design Patterns, Continuous Integration, Ant, Websphere, Integration

Education
University of North Carolina at Charlotte   2000 — 2001
M.S

Mississippi State University   1999 — 1999
M.S

Edward Tolan Edward Tolan Greater Philadelphia Area Details
Edward Tolan's Brandywine Global Investment Management Experience September 2015 - Present
Job Manager (Portfolio Administration) at Brandywine Global
Industry Accounting
Experience
Brandywine Global Investment Management   September 2015 - Present
BNY Mellon  September 2013 - September 2015
Citco Fund Services  August 2013 - September 2013
Citco Fund Services  July 2012 - August 2013
Citco Fund Services  October 2010 - August 2012
PricewaterhouseCoopers  August 2006 - July 2011

Skills
Financial Reporting, Accounting, Auditing

Education
La Salle University - School of Business Administration   2002 — 2005

Father Judge High School

Andrew Bogle Andrew Bogle Greater Philadelphia Area Details
Andrew Bogle's Brandywine Global Investment Management Experience June 2014 - Present
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   June 2014 - Present
BlackRock  January 2012 - June 2014
BlackRock  September 2010 - January 2012
State Street  November 2008 - October 2010
Hamilton Lane  August 2007 - July 2008

Education
Penn State University   2003 — 2007
Economics

Vivian Warren Vivian Warren Greater Philadelphia Area Details
Vivian Warren's Brandywine Global Investment Management Experience February 2014 - Present
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

Christopher Stahl Christopher Stahl Philadelphia, Pennsylvania Details
Christopher Stahl's Brandywine Global Investment Management Experience October 2010 - Present
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

Aaron De Angelis, CPA Aaron De Angelis, CPA Greater New York City Area Details
Aaron De Angelis, CPA's Brandywine Global Investment Management Experience May 2004 - March 2007
Job Chief Compliance Officer at Spring Mountain Capital, LP
Industry Financial Services
Experience
Spring Mountain Capital, LP  January 2008 - Present
Brandywine Global Investment Management   May 2004 - March 2007
Rorer Asset Management  January 1998 - May 2004
United States Securities & Exchange Comission   1991 - 1997

Skills
Securities, Investments, Risk Management, Mutual Funds, Equities, Asset Management, Hedge Funds, Investment Advisory, Wealth Management, Fixed Income, FINRA, Trading, Financial Services, Alternative Investments, Series 63, Due Diligence, Asset Allocation, AML, Series 24, Fund Of Funds, Investment Management, SEC, Investment Strategies, Securities Regulation, Broker-Dealer, OFAC, USA PATRIOT Act, KYC, Bloomberg, Capital Markets, Equity Trading, Series 65, Investment Advisers Act, Corporate Governance, Separately Managed...

Education
La Salle University - School of Business Administration   1981 — 1986
Bachelor's degree, Accounting and Finance

Friends School   1978 — 1981

Lisa Hensel Lisa Hensel Greater Philadelphia Area Details
Lisa Hensel's Brandywine Global Investment Management Experience 2005 - 2008
Job Vice President Client Service at eVestment Alliance
Industry Investment Management
Experience
eVestment Alliance  January 2012 - Present
A.S.A.P. Advisor Services, Inc.   2011 - 2011
A.S.A.P. Advisor Services, Inc.   2009 - 2011
Brandywine Global Investment Management   2005 - 2008
Brandywine Global Investment Management   2002 - 2005
AIG International Group   1998 - 2002

Skills
Investments

Education
Goldey Beacom College
MBA

Messiah College
BS Business and Marketing

Holly Byrnes, PMP Holly Byrnes, PMP Greater Philadelphia Area Details
Holly Byrnes, PMP's Brandywine Global Investment Management Experience October 2012 - Present
Job Director, Corporate Program Management
Industry Financial Services
Experience
Brandywine Global Investment Management   October 2012 - Present
Merrill Lynch  June 2008 - November 2012
Prudential  April 2008 - June 2008
Credit Suisse  August 2004 - February 2008
Orleans-Niagara BOCES  September 2002 - June 2004
Oswego County BOCES  2001 - 2002

Skills
SDLC, Fixed Income, Business Analysis, Trading Systems, Investment Banking, Equities, Visio, Wealth Management, Portfolio Management, Software Project..., Vendor Management, Options, Financial Services, Risk Management, Project Portfolio..., Mutual Funds, Investments, PMO, Project Management, IT Strategy, Requirements Analysis, Requirements Gathering, Program Management, Agile Methodologies, Analysis, Analytics, Integration, Management, Software Documentation, Strategy, Trading, Testing, Market Data, Business Requirements, Series 7, Leadership

Education
Rochester Institute of Technology   1998 — 2008
MS, Information Technology

Rochester Institute of Technology   1998 — 2001
BS, Biomedical Computing

Greg Zavoyna Greg Zavoyna Greater Philadelphia Area Details
Greg Zavoyna's Brandywine Global Investment Management Experience 2000 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Brandywine Global Investment Management   2000 - Present
MBNA America Bank  1995 - 2000

Skills
Asset Management, Investments, Client Service, Series 7, Series 63, Series 3, Asset Allocation, Investment Strategies, Client Services, Hedge Funds, Investment Management, Relationship Management, Financial Services, Mutual Funds, Securities, Equities, Alternative Investments, Fixed Income, FINRA

Education
University of Delaware - Lerner College of Business and Economics   1997 — 1999
MBA

University of Baltimore   1988 — 1991
B.S., Marketing

Patrick Moynihan, CFA Patrick Moynihan, CFA Greater Philadelphia Area Details
Patrick Moynihan, CFA's Brandywine Global Investment Management Experience 2013 - Present
Job Senior Derivatives Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   2013 - Present
Concordia Advisors  2009 - June 2012
Citi  May 2004 - August 2008
Citi  July 2002 - May 2004
IBT  May 2001 - August 2001

Skills
Fixed Income, Alternative Investments, Middle Office, Hedge Funds, Trading, Investments, Options, Bloomberg, Derivatives

Education
Providence College   1998 — 2002
B.S., Finance

Daniel Grabianowski, Esq. Daniel Grabianowski, Esq. Greater Philadelphia Area Details
Daniel Grabianowski, Esq.'s Brandywine Global Investment Management Experience 2007 - 2008
Job Attorney At Law
Industry Legal Services
Experience
The Vanguard Group, Inc.   2013 - Present
Firmenich, Inc.   2012 - 2013
PNC Bank  2010 - 2011
Heartland Payment Systems, Inc.   2009 - 2010
Fox Rothschild, LLP  2008 - 2009
Brandywine Global Investment Management   2007 - 2008
E.I. DuPont De Nemours & Company   1997 - 2007

Skills
Appeals, Intellectual Property, Legal Assistance, Arbitration, Civil Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Litigation, Trials, Hearings, Criminal Law, Bankruptcy, Employment Law, Product Liability, Personal Injury, Torts, Dispute Resolution, Document Review, Securities, Depositions, Medical Malpractice, Courts

Education
Temple University - James E. Beasley School of Law   1993 — 1996
JD, Law

University of California, San Diego
B.A., Political Science

Tracy Petrofsky Tracy Petrofsky Greater Philadelphia Area Details
Tracy Petrofsky's Brandywine Global Investment Management Experience March 2013 - Present
Job Controller at Brandywine Global Investment Management
Industry Health, Wellness and Fitness
Experience
Brandywine Global Investment Management   March 2013 - Present
FirstLab  July 2008 - March 2013
Nationwide Funds Group  August 2004 - 2008
Pressman Ciocca Smith LLP.   July 2000 - August 2004

Education
Penn State University   1990 — 1994
B.S., Accounting

Kerry Van Orden Kerry Van Orden Greater Philadelphia Area Details
Kerry Van Orden's Brandywine Global Investment Management Experience September 2008 - Present
Job Vice President Fixed Income Investments
Industry Investment Management
Experience
Brandywine Global Investment Management   September 2008 - Present
Morgan Stanley Investment Management  1997 - 2008
Aetna USHealthcare  July 1994 - April 1997
Electronic Data Systems  1988 - 1994

Education
Ithaca College   1984 — 1988
BA

Jordan Eimer Jordan Eimer Greater Philadelphia Area Details
Jordan Eimer's Brandywine Global Investment Management Experience November 2014 - Present
Job Senior Business Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   November 2014 - Present
Financial Software Systems  August 2011 - November 2014
Financial Software Systems  June 2007 - November 2011

Skills
Product Management, Financial Analysis, Equities, Bloomberg, Fixed Income, Banking, Business Analysis, Risk Management, Sales, Marketing, Project Management, Microsoft Office, New Business Development, Accounting, Capital Markets, Trading, Derivatives, Financial Services

Education
Villanova University   2006 — 2007
M.S., Finance

Saint Bonaventure University   2002 — 2006
B.B.A., Finance

Iris (Libohova) Kelly Iris (Libohova) Kelly Greater Philadelphia Area Details
Iris (Libohova) Kelly's Brandywine Global Investment Management Experience January 2014 - February 2015
Job Manager
Industry Financial Services
Experience
Cipperman Compliance Services, LLC  February 2015 - Present
Brandywine Global Investment Management   January 2014 - February 2015
Delaware Investments, a member of the Macquarie Group  April 2013 - December 2013
Delaware Investments, a member of the Macquarie Group  May 2008 - April 2013

Skills
Accounting, Financial Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Financial Modeling, Finance, Bloomberg, Cash Flow, Account Reconciliation, Securities, Strategic Financial..., Pivot Tables, Corporate Finance, Investments, Mergers & Acquisitions, Internal Controls, Equities, Fixed Income, Auditing, Valuation, Financial Services, Asset Allocation, Asset Management, Data Analysis, Risk Management, VBA, Due Diligence, Derivatives, Managerial Finance, Alternative Investments, Business Analysis, Variance Analysis, Budgets, SAP, Business Process..., Capital Budgeting, Financial Statements, Hedge Funds, Trading, Private Equity, Cash Management, Financial Risk, Investment Management, SEC filings, Analysis, Microsoft Excel, Internal Audit, Series 7, Access

Education
Drexel University   2008 — 2011
Master of Business Administration (MBA), Financial Management

Drexel University   2004 — 2007
BSBA, International Business

Drexel University   2004 — 2007
BA of Science, Economics

Mark Solomon Mark Solomon Greater Philadelphia Area Details
Mark Solomon's Brandywine Global Investment Management Experience April 2013 - Present
Job Vice President, Complex Instrument Operations at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   April 2013 - Present
Morgan Stanley Investment Management  August 2012 - April 2013
Morgan Stanley Investment Management  July 2008 - April 2013
Morgan Stanley Investment Management  2005 - 2008
Morgan Stanley Investment Management  1999 - 2005
Miller Anderson & Sherrerd (purchased by Morgan Stanley)   1997 - 1999
The Vanguard Group  1996 - 1997

Skills
Collateral Management, Counterparty Risk, Cash Management, Metrics, Procedure Development, Business Analysis, Derivative Operations, Risk Management, Fixed Income Products, Investment Operations, Downhill Skiing, Fixed Income, Financial Services, Middle Office, Derivatives, Asset Management, Valuation, Investment Management

Education
Temple University - Fox School of Business and Management   2000 — 2003
MBA, Management Information Systems

Penn State University   1991 — 1995
BBA, Finance / Economics

Joseph Franey Joseph Franey Greater Philadelphia Area Details
Joseph Franey's Brandywine Global Investment Management Experience December 2014 - Present
Job Data Architect at Brandywine Global Investments
Industry Banking
Experience
Brandywine Global Investment Management   December 2014 - Present
Vanguard Investments   May 2010 - December 2014
Vanguard Investments   2010 - 2013
Vanguard Investments   2010 - 2013

Skills
Erwin, DB2, Data Modeling, Requirements Gathering, Data Warehouse..., SDLC

Education
Bucknell University   1969 — 1973
Bachelor's degree, Business Administration and Management, General

Jana Kenney Jana Kenney Philadelphia, Pennsylvania Details
Jana Kenney's Brandywine Global Investment Management Experience January 2014 - Present
Job Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2014 - Present
Lockheed Martin  March 2009 - January 2014
CRA, Inc.   March 2008 - March 2009
De Lage Landen  2006 - 2008
Nemours, Alfred I. duPont Hospital for Children   2004 - 2006
Applied Card Systems  2001 - 2003
BYSIS  1997 - 2001

Skills
Performance Management, Event Planning, Project Coordination, Gatekeeper, Project Planning, Marketing Communications, Internal Communications, Presentation Development, Marketing Research, Presentation Design, Microsoft Office, Microsoft Word, Strategic Planning, Workshop Facilitation, Data Analysis, Public Speaking, Organizational..., Data Entry, Calendars, Software Documentation, Accounts Payable, Banking, Public Relations, SharePoint, PowerPoint, Patient Care, Team Motivation, Microsoft CRM, Technical Writing

Education
some college course work   1996 — 1999
Communication, General

University of Pittsburgh

Stephen Steenkamer Stephen Steenkamer Newark, Delaware Details
Stephen Steenkamer's Brandywine Global Investment Management Experience April 2004 - July 2005
Job Financial Writer at Vanguard
Industry Investment Management
Experience
The Vanguard Group  January 2015 - Present
Stephen Steenkamer   November 2014 - December 2014
Aberdeen Asset Management Inc.   January 2014 - October 2014
Wilmington Trust Corp. / M&T Bank Corp.   August 2005 - January 2014
Brandywine Global Investment Management   April 2004 - July 2005
The Vanguard Group  November 1995 - March 2004
Daily Local News  April 1993 - November 1995

Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Financial Services, Investment Strategies, Corporate Communications, Wealth Management, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Marketing Communications, Relationship Management, Asset Managment, Investment writing &..., Mutual fund advertising..., Finance

Education
Drexel University   1996 — 1999
Master of Science (MS), Finance

University of Delaware   1987 — 1992
Bachelor of Science (BS), Business Administration

My-Suong Tran My-Suong Tran Philadelphia, Pennsylvania Details
My-Suong Tran's Brandywine Global Investment Management Experience July 2014 - Present
Job Securitized Product Middle Office Derivative analyst at Barclays
Industry Financial Services
Experience
Brandywine Global Investment Management   July 2014 - Present
Barclays Investment Bank  July 2013 - June 2014
JP Morgan Chase- Investment Bank   June 2010 - July 2013
Lincoln Financial Advisors  January 2010 - June 2010

Skills
Derivatives, Portfolio Management, Financial Analysis, Valuation, Credit Risk, Risk Management, Financial Risk, Financial Reporting, Quantitative Analytics, Financial Modeling, Bloomberg, Analysis, Credit, Investments, Equities, Finance, Trading

Education
Temple University - Fox School of Business and Management   2005 — 2010
Bachelor of Business Administration (BBA), Finance

Kamil Abdulayev Kamil Abdulayev Greater Philadelphia Area Details
Kamil Abdulayev's Brandywine Global Investment Management Experience June 2015 - Present
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

Chen Zhao Chen Zhao Montreal, Canada Area Details
Chen Zhao's Brandywine Global Investment Management Experience January 2015 - Present
Job Co Director of Global Macro Research, Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   January 2015 - Present
BCA Research  1992 - January 2015
state restructuring commission   1987 - 1988

Skills
Asset Allocation, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Strategies, Asset Management, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Economics

Education
McGill University   1990 — 1992
Post graduate, Economics

Mark Windfelder Mark Windfelder Greater Philadelphia Area Details
Mark Windfelder's Brandywine Global Investment Management Experience February 2008 - July 2008
Job Portfolio / Research Associate at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments  April 2011 - Present
Global Currents Investment Management   July 2008 - March 2011
Brandywine Global Investment Management   February 2008 - July 2008
DuPont Capital Management  2006 - 2008
DuPont Capital Management  2004 - 2006
DuPont Capital Management  2002 - 2004
PFPC Inc  January 1999 - January 2002

Skills
Bloomberg, Equities, Financial Markets, Portfolio Management, Trading

Education
Drexel University   2005 — 2008
Master, Business Administration; finance

University of Delaware   1995 — 1999
Bachelor of Science, Accounting

Nedra Hadley Nedra Hadley Columbus, Ohio Area Details
Nedra Hadley's Brandywine Global Investment Management Experience June 2003 - Present
Job Senior Vice President at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   June 2003 - Present

Skills
Alternative Investments, Series 7, Asset Management, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Investments, Capital Markets, Financial Services, Investment Advisory, Portfolio Management, Securities

Education
Alton High School

The Ohio State University
Graduate Studies, Economics

Washington University in St. Louis
Bachelor of Arts (B.A.), Economics

Michael D. Jamison Michael D. Jamison Greater New York City Area Details
Michael D. Jamison's Brandywine Global Investment Management Experience 1993 - 2001
Job Chief Operating Officer Managing Director at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management  February 2015 - Present
Barrett Asset Management   October 2010 - February 2015
Beacon Trust Company  June 2009 - September 2010
MB Investment Partners   August 2007 - June 2009
Jamison Prince Asset Management   September 2001 - August 2007
Brandywine Global Investment Management   1993 - 2001
UBS PaineWebber  1988 - 1993
EF Hutton & Company  1981 - 1988

Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity

Education
Fairleigh Dickinson University   1979 — 1981
MBA, Finance

Baldwin Wallace University   1973 — 1977
BA, Economics

Priyal Vora Priyal Vora Philadelphia, Pennsylvania Details
Priyal Vora's Brandywine Global Investment Management Experience March 2014 - Present
Job Senior Associate at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   March 2014 - Present
BlackRock  December 2012 - March 2014
BlackRock  March 2012 - December 2012
BlackRock  March 2011 - September 2011
Arkema  March 2010 - September 2010

Skills
Asset Management, Bloomberg Terminal, Equity Valuation, Equities, Microsoft Excel, Budgets, Bloomberg, PowerPoint, Research, Outlook, Windows, Teaching, Strategic Planning, SAP, BlackRock Aladdin, Asset Managment, Equity Research Analysis, Investment Valuation, Financial Modeling

Education
Drexel University - College of Business and Administration   2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services, Summa Cum Laude

Podar   2006 — 2008
Finance and Financial Management Services

Brandon Lutz Brandon Lutz Greater Philadelphia Area Details
Brandon Lutz's Brandywine Global Investment Management Experience May 2015 - Present
Job Associate at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   May 2015 - Present
BNY Mellon  June 2013 - May 2015
SEI Investments  August 2010 - June 2013

Skills
Fund Accounting, Derivative Operations, Mutual Funds, Fixed Income, Investments, Retirement, Microsoft Excel, Microsoft Office, Superior Client Service

Education
Arizona State University - W. P. Carey School of Business   2006 — 2010
Bachelor of Science, Finance

Kevin Valdez Kevin Valdez Greater Philadelphia Area Details
Kevin Valdez's Brandywine Global Investment Management Experience March 2011 - Present
Job at Brandywine Global
Industry Financial Services
Experience
Brandywine Global Investment Management   March 2011 - Present
Bank of New York Mellon  August 2007 - March 2011

Skills
Bloomberg, Intex, Fixed Income, Securities, Financial Modeling, Data Analysis, Analytics, Equities

Education
Drexel University - College of Business and Administration   2000 — 2005
Bachelor's, Finance, International Business

Jeffrey Prigge Jeffrey Prigge Greater New York City Area Details
Jeffrey Prigge's Brandywine Global Investment Management Experience July 2014 - June 2015
Job CPA
Industry Accounting
Experience
Brandywine Global Investment Management   July 2014 - June 2015
NRG Energy  May 2008 - July 2014
PwC  July 2006 - January 2008

Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Accounting, Financial Analysis, SAP, Microsoft Excel, Financial Reporting, General Ledger, Forecasting, Budgets, SEC filings, SOX 404, Process Improvement, Mergers, US GAAP, Financial Accounting, Account Reconciliation

Education
La Salle University   2002 — 2006
BS, Accounting & Finance, Cum Laude

Marsid Hysi Marsid Hysi Greater Philadelphia Area Details
Marsid Hysi's Brandywine Global Investment Management Experience November 2014 - Present
Job Risk Analyst at Brandywine Global
Industry Investment Management
Experience
Brandywine Global Investment Management   November 2014 - Present

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2010
Master of Science (MS)

Temple University - Fox School of Business and Management   2003 — 2007
Bachelor of Science (BS)

Amy Ganzel Amy Ganzel Greater Philadelphia Area Details
Amy Ganzel's Brandywine Global Investment Management Experience August 2006 - Present
Job CCP, Payroll & Compensation Coordinator at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   August 2006 - Present
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC  August 2006 - Present
THE PEP BOYS  January 2005 - August 2006
Pep Boys  2004 - 2006
THE PEP BOYS  November 2003 - January 2005
THE PEP BOYS  August 2000 - November 2003
RELIANCE INSURANCE COMPANY  June 1999 - August 2000
CIGNA INTERNATIONAL  May 1995 - May 1999
CIGNA International  1995 - 1999
PRIME BANK  May 1994 - May 1995

Skills
Payroll, Account Reconciliation, Accounting, Management, Financial Reporting, General Ledger, Human Resources, Budgets, Analysis, Financial Analysis, Process Improvement, Microsoft Excel, Sarbanes-Oxley Act

Education
Drexel University
Bachelor of Science, Mathematics

Bensalem High School   1983 — 1987

Drexel University
BS, Mathematics

Angela A. Hennessey Angela A. Hennessey Philadelphia, Pennsylvania Details
Angela A. Hennessey's Brandywine Global Investment Management Experience July 2006 - Present
Job Vice President, IT Compliance at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management   July 2006 - Present
Morgan Stanley / Miller, Anderson & Sherrerd   August 1986 - January 2004

Education
La Salle University
BA, Computer Science

Joey Ding Joey Ding Greater Philadelphia Area Details
Joey Ding's Brandywine Global Investment Management Experience November 2010 - Present
Job Data Management Manager at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management   November 2010 - Present
BNP Paribas  September 2007 - November 2010
BNP Paribas  July 2002 - September 2007
Streamline Capital, LLC   June 2001 - June 2002
First Data Corporation  December 1999 - June 2001
Wells Fargo  May 1996 - December 1999
La Salle Trading, LLC   February 1995 - March 1996

Skills
Fixed Income, Bloomberg, Corporate Actions, Derivatives, Reference Data, Equity Derivatives, Trading Systems, Hedge Funds, Equity Trading, Securities, Bloomberg Terminal, Eagle, STAR, Options, Equities, Asset Management, Bonds, Capital Markets, Investments, Trading

Education
University of Phoenix   2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General

Drexel University   1989 — 1994
Bachelor of Business Administration (BBA), Finance, General

Central High - Philadelphia   1985 — 1989

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