Brinker Capital
Industry: Company
DescriptionFounded: 1987 Subsidiaries: Brinker Capital Inc., Brinker Capital Securities, Inc.
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Brinker Capital Employees
Employee
Years
Job
Industry
Amy Coyne Amy Coyne's Brinker Capital Experience May 2013 - Present
Job Private Wealth Associate at Brinker Capital
Industry Financial Services
Experience
Brinker Capital May 2013 - Present
Idewild Ski Shop February 2009 - Present
Vail Resorts October 2010 - May 2012
National CineMedia September 2009 - November 2009
Patagonia October 2006 - May 2009
Skills
Public Relations, Facebook, Merchandise Planning, Visual Merchandising, Project Management, Multi-unit Retail..., Sales, Marketing Strategy, Advertising, Online Advertising, Social Media Marketing, Media Relations, Customer Service, Event Planning, Digital Marketing, Team Management, Merchandising, Retail, Marketing, Marketing Communications, Email Marketing
Education
Fairfield University 2005 — 2009
BA, Communications, Politics
Brinker Capital May 2013 - Present
Idewild Ski Shop February 2009 - Present
Vail Resorts October 2010 - May 2012
National CineMedia September 2009 - November 2009
Patagonia October 2006 - May 2009
Skills
Public Relations, Facebook, Merchandise Planning, Visual Merchandising, Project Management, Multi-unit Retail..., Sales, Marketing Strategy, Advertising, Online Advertising, Social Media Marketing, Media Relations, Customer Service, Event Planning, Digital Marketing, Team Management, Merchandising, Retail, Marketing, Marketing Communications, Email Marketing
Education
Fairfield University 2005 — 2009
BA, Communications, Politics
Chelsea Yanusko Chelsea Yanusko's Brinker Capital Experience December 2013 - Present
Job Client Service Representative at Brinker Capital
Industry Financial Services
Experience
Brinker Capital December 2013 - Present
SEI Investments June 2012 - December 2013
SEI Investments February 2011 - October 2012
Richard Schultz Design January 2007 - February 2011
Hillside Aquatic Club May 2002 - September 2006
Skills
Team Leadership, Sales, Human Resources
Education
Ursinus College 2008 — 2010
Bachelor's Degree, Accounting
Montgomery County Community College 2007 — 2008
Associate's, Accounting
Grove City College 2005 — 2006
N/A, Biology, English
Brinker Capital December 2013 - Present
SEI Investments June 2012 - December 2013
SEI Investments February 2011 - October 2012
Richard Schultz Design January 2007 - February 2011
Hillside Aquatic Club May 2002 - September 2006
Skills
Team Leadership, Sales, Human Resources
Education
Ursinus College 2008 — 2010
Bachelor's Degree, Accounting
Montgomery County Community College 2007 — 2008
Associate's, Accounting
Grove City College 2005 — 2006
N/A, Biology, English
Noreen Beaman Noreen Beaman's Brinker Capital Experience July 2012 - Present
Job CEO at Brinker Capital
Industry Investment Management
Experience
Brinker Capital July 2012 - Present
Brinker Capital August 2009 - July 2012
Brinker Capital January 2005 - August 2009
Brinker Capital January 1999 - December 2004
Brinker Capital October 1991 - December 1998
Mutual Benefit Capital Companies June 1989 - October 1991
Ernst & Young September 1986 - June 1989
Skills
Series 7, Alternative Investments, Asset Management, Team Building, Mutual Funds, Due Diligence, Sales, Strategic Planning, Wealth Management, Asset Allocation, Investments, Securities, Coaching Staff, Asset Managment, Financial Services, Equities, Portfolio Management, Team Leadership, Fixed Income, Investment Strategies, Series 63, Determination to Succeed, Product Development, Private Equity, Investment Advisory, ETFs, Senior Executive..., Retirement Planning, Organizational..., Hedge Funds, Finacial Management
Education
St. Peter's College 1983 — 1986
Bachelor of Science, Accounting
Brinker Capital July 2012 - Present
Brinker Capital August 2009 - July 2012
Brinker Capital January 2005 - August 2009
Brinker Capital January 1999 - December 2004
Brinker Capital October 1991 - December 1998
Mutual Benefit Capital Companies June 1989 - October 1991
Ernst & Young September 1986 - June 1989
Skills
Series 7, Alternative Investments, Asset Management, Team Building, Mutual Funds, Due Diligence, Sales, Strategic Planning, Wealth Management, Asset Allocation, Investments, Securities, Coaching Staff, Asset Managment, Financial Services, Equities, Portfolio Management, Team Leadership, Fixed Income, Investment Strategies, Series 63, Determination to Succeed, Product Development, Private Equity, Investment Advisory, ETFs, Senior Executive..., Retirement Planning, Organizational..., Hedge Funds, Finacial Management
Education
St. Peter's College 1983 — 1986
Bachelor of Science, Accounting
Brad Weber Brad Weber's Brinker Capital Experience April 2014 - Present
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital April 2014 - Present
ADP December 2011 - April 2014
ADP Retirement Services July 2009 - December 2011
ADP September 2006 - July 2009
Skills
Financial Services, 401k, Series 6, Series 7, Series 63, Series 65, Retirement, Defined Contribution, Retirement Plan..., Qualified Retirement..., Mutual Funds, ADP Payroll, Sales, Salesforce.com, Employee Benefits, Sales Presentations, Sales Process, Benefits Administration, Payroll, Networking, Major Accounts, Business Relationship..., Outside Sales, Investments, Pensions, Defined Benefit, ERISA, Cold Calling, Direct Sales
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelors, Marketing
Brinker Capital April 2014 - Present
ADP December 2011 - April 2014
ADP Retirement Services July 2009 - December 2011
ADP September 2006 - July 2009
Skills
Financial Services, 401k, Series 6, Series 7, Series 63, Series 65, Retirement, Defined Contribution, Retirement Plan..., Qualified Retirement..., Mutual Funds, ADP Payroll, Sales, Salesforce.com, Employee Benefits, Sales Presentations, Sales Process, Benefits Administration, Payroll, Networking, Major Accounts, Business Relationship..., Outside Sales, Investments, Pensions, Defined Benefit, ERISA, Cold Calling, Direct Sales
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelors, Marketing
I. Mark Wolchuk I. Mark Wolchuk's Brinker Capital Experience 2000 - Present
Job Quality Assurance Lead at Brinker Capital
Industry Investment Management
Experience
Brinker Capital 2000 - Present
PFPC December 1998 - November 2000
New Horizons Computer Learning Centers March 1998 - December 1998
Skills
Quality Assurance, General Securities..., Futures Trading, Options Strategies, Trading, Bug Tracking, Agile Testing, Black Box Testing, Investment Strategies, Test Strategy, Mutual Funds, Equities, Securities, Series 6, Equity Trading, Software Quality..., Test Cases, Waterfall
Education
Columbia University in the City of New York 1982 — 1985
Master of Fine Arts (MFA), Screenwriting / Directing
Richard Stockton College of New Jersey 1978 — 1982
Bachelor of Arts (BA), Film/Cinema/Video Studies
Brinker Capital 2000 - Present
PFPC December 1998 - November 2000
New Horizons Computer Learning Centers March 1998 - December 1998
Skills
Quality Assurance, General Securities..., Futures Trading, Options Strategies, Trading, Bug Tracking, Agile Testing, Black Box Testing, Investment Strategies, Test Strategy, Mutual Funds, Equities, Securities, Series 6, Equity Trading, Software Quality..., Test Cases, Waterfall
Education
Columbia University in the City of New York 1982 — 1985
Master of Fine Arts (MFA), Screenwriting / Directing
Richard Stockton College of New Jersey 1978 — 1982
Bachelor of Arts (BA), Film/Cinema/Video Studies
Wills Miller Wills Miller's Brinker Capital Experience June 2011 - August 2011
Job Equity Research Analyst Semiconductor group
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Brinker Capital June 2011 - August 2011
Brinker Capital May 2010 - August 2010
Rhoads Industries June 2009 - August 2009
Education
Bucknell University 2009 — 2013
Economics and Political Science
The Haverford School 2005 — 2009
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Brinker Capital June 2011 - August 2011
Brinker Capital May 2010 - August 2010
Rhoads Industries June 2009 - August 2009
Education
Bucknell University 2009 — 2013
Economics and Political Science
The Haverford School 2005 — 2009
Thomas McNeil Thomas McNeil's Brinker Capital Experience January 2015 - Present
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital January 2015 - Present
Education
Franklin Pierce University 2004 — 2005
MBA, Leadership
The University of Glasgow 1998 — 2002
BSc with Honors, Mathematics
Brinker Capital January 2015 - Present
Education
Franklin Pierce University 2004 — 2005
MBA, Leadership
The University of Glasgow 1998 — 2002
BSc with Honors, Mathematics
Johnny Joseph Johnny Joseph's Brinker Capital Experience May 2013 - July 2013
Job IT Technician
Industry Computer & Network Security
Experience
Brinker Capital May 2013 - July 2013
Skills
Public Speaking, Microsoft Office, C++, Java, PowerPoint, Windows, HTML, C, Microsoft Word, Microsoft Excel, Customer Service, Research, Outlook, Teaching, System Administration, Photoshop, English, JavaScript, SQL, C#, MySQL, Linux, Troubleshooting, Computer Hardware..., Computer Repair, Networking
Education
Florida International University 2014 — 2016
Master's Degree, Information Technology
Lane College 2010 — 2014
Bachelor's degree, Computer Science
Lane College 2010 — 2014
Bachelor's degree, Computer Science
Brinker Capital May 2013 - July 2013
Skills
Public Speaking, Microsoft Office, C++, Java, PowerPoint, Windows, HTML, C, Microsoft Word, Microsoft Excel, Customer Service, Research, Outlook, Teaching, System Administration, Photoshop, English, JavaScript, SQL, C#, MySQL, Linux, Troubleshooting, Computer Hardware..., Computer Repair, Networking
Education
Florida International University 2014 — 2016
Master's Degree, Information Technology
Lane College 2010 — 2014
Bachelor's degree, Computer Science
Lane College 2010 — 2014
Bachelor's degree, Computer Science
Tom Ring Tom Ring's Brinker Capital Experience August 2010 - March 2012
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
Fidelity Investments June 2014 - Present
Janney Montgomery Scott LLC April 2012 - June 2014
Brinker Capital August 2010 - March 2012
Keystone Capital Advisors June 2009 - July 2010
McAndrews Law Offices, P.C. (MLO) May 2009 - June 2009
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Life & Health Insurance..., Securities, Asset Management, Investment Strategies, Series 7, Series 66, Uniform Combined State..., Wealth Management, Investment Advisory, ETFs, Retirement, Retirement Planning
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.5 GPA
Conestoga High School 2001 — 2005
James Shoup James Shoup's Brinker Capital Experience October 2006 - Present
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital October 2006 - Present
Managers Investment Group December 2004 - June 2006
Strategis, Inc. / Smart and Associates November 2002 - December 2004
Skills
Securities License, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Alternative Investments, Series 7, Investments, ETFs, Retirement Planning, Wealth Management, Securities, Asset Managment
Education
Villanova University 1993 — 1996
Bachelor of Science (B.S.), Economics
Hobart College 1991 — 1992
The Lawrenceville School 1988 — 1991
Brinker Capital October 2006 - Present
Managers Investment Group December 2004 - June 2006
Strategis, Inc. / Smart and Associates November 2002 - December 2004
Skills
Securities License, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Alternative Investments, Series 7, Investments, ETFs, Retirement Planning, Wealth Management, Securities, Asset Managment
Education
Villanova University 1993 — 1996
Bachelor of Science (B.S.), Economics
Hobart College 1991 — 1992
The Lawrenceville School 1988 — 1991
John Forrest John Forrest's Brinker Capital Experience October 2013 - Present
Job Managing Director, National Accounts at Brinker Capital
Industry Financial Services
Experience
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Alexandria McCarthy Alexandria McCarthy's Brinker Capital Experience August 2012 - Present
Job National Marketing Director at Brinker Capital
Industry Investment Management
Experience
Brinker Capital August 2012 - Present
The Guardian Life Insurance Company of America October 2009 - August 2012
Guardian Life Insurance Company October 2009 - August 2012
AllianceBernstein Investments October 2007 - September 2009
AXA Equitable LLC February 2005 - October 2007
Scudder Investments February 2001 - February 2005
Ruder Finn August 1999 - February 2001
St. Margaret Mercy Home Health Care January 1995 - January 1999
Skills
Financial Services, Series 6, Series 63, Asset Managment, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, 401k, Relationship Management
Education
Texas A&M University 2009 — 2011
Masters, Business Administration
Purdue University 1995 — 1999
Bachelor of Science, Marketing
Brinker Capital August 2012 - Present
The Guardian Life Insurance Company of America October 2009 - August 2012
Guardian Life Insurance Company October 2009 - August 2012
AllianceBernstein Investments October 2007 - September 2009
AXA Equitable LLC February 2005 - October 2007
Scudder Investments February 2001 - February 2005
Ruder Finn August 1999 - February 2001
St. Margaret Mercy Home Health Care January 1995 - January 1999
Skills
Financial Services, Series 6, Series 63, Asset Managment, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, 401k, Relationship Management
Education
Texas A&M University 2009 — 2011
Masters, Business Administration
Purdue University 1995 — 1999
Bachelor of Science, Marketing
Timothy Buick, CIMA ®'s Brinker Capital Experience March 2006 - December 2006
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Logan Capital Management, Inc. March 2013 - May 2014
BlackRock March 2010 - March 2013
BlackRock March 2010 - March 2013
Logan Capital Management, Inc. August 2008 - March 2010
Logan Capital Management, Inc. December 2006 - December 2008
Brinker Capital March 2006 - December 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Sales Process, Sales Presentations, Territory Management, Relationship Management, CIMA, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
CIMA, Finance
Gettysburg College 2002 — 2006
BA, Business Management
Fidelity Investments May 2014 - Present
Logan Capital Management, Inc. March 2013 - May 2014
BlackRock March 2010 - March 2013
BlackRock March 2010 - March 2013
Logan Capital Management, Inc. August 2008 - March 2010
Logan Capital Management, Inc. December 2006 - December 2008
Brinker Capital March 2006 - December 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Sales Process, Sales Presentations, Territory Management, Relationship Management, CIMA, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
CIMA, Finance
Gettysburg College 2002 — 2006
BA, Business Management
CJ Horning's Brinker Capital Experience May 2010 - August 2012
Job Mortgage Consultant Assistant at Berkshire Hathaway HomeServices Fox & Roach, The Trident Group
Industry Financial Services
Experience
Trident Mortgage Company, LP May 2015 - Present
Trident Mortgage Company, LP July 2013 - May 2015
Brinker Capital May 2010 - August 2012
Custom Woodcraft Builders June 2009 - August 2009
Skills
Social Media, Research, Microsoft Office, Salesforce.com, Stata, Mortgage Lending, Financial Services, Secondary Mortgage...
Education
Lafayette College 2009 — 2013
BA, Math / Economics
Conestoga High School 2005 — 2009
Trident Mortgage Company, LP May 2015 - Present
Trident Mortgage Company, LP July 2013 - May 2015
Brinker Capital May 2010 - August 2012
Custom Woodcraft Builders June 2009 - August 2009
Skills
Social Media, Research, Microsoft Office, Salesforce.com, Stata, Mortgage Lending, Financial Services, Secondary Mortgage...
Education
Lafayette College 2009 — 2013
BA, Math / Economics
Conestoga High School 2005 — 2009
Ryan LeStrange Ryan LeStrange's Brinker Capital Experience April 2014 - Present
Job Regional Director
Industry Investment Management
Experience
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Pat Henry Pat Henry's Brinker Capital Experience April 2004 - June 2014
Job Experienced Financial Services Professional with Proven Success in Building/Expanding Sales Territories
Industry Financial Services
Experience
Brinker Capital April 2004 - June 2014
Hornor, Townsend & Kent January 1999 - February 2004
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Asset Allocation, Asset Management, ETFs, Separately Managed..., Salesforce.com, Asset Managment, Investment Advisory, Unified Managed Accounts, Series 63, 401k, SalesForce, Finance, Wealth Management
Education
Eastern University
BS, Organizational Management
Brinker Capital April 2004 - June 2014
Hornor, Townsend & Kent January 1999 - February 2004
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Asset Allocation, Asset Management, ETFs, Separately Managed..., Salesforce.com, Asset Managment, Investment Advisory, Unified Managed Accounts, Series 63, 401k, SalesForce, Finance, Wealth Management
Education
Eastern University
BS, Organizational Management
Colin Heffernan Colin Heffernan's Brinker Capital Experience December 2012 - December 2012
Job Software Engineer Intern at Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
Dartmouth College Tutor Clearinghouse January 2013 - June 2015
Susquehanna International Group, LLP (SIG) June 2014 - August 2014
Vertex Inc. September 2013 - December 2013
Brinker Capital December 2012 - December 2012
Susquehanna International Group, LLP (SIG) May 2011 - May 2011
Skills
C, Linux, Python, JavaScript, MySQL, Matlab, R, Java, SketchUp, Ext JS, Shell Scripting, HTML, CSS, SQL, Calculus, VHDL, Maven, LaTeX, Product Design, Project Management, Structural Analysis
Education
Thayer School of Engineering at Dartmouth 2011 — 2016
Bachelor of Engineering (B.E.), Mechanical Engineering
Dartmouth College 2011 — 2015
Bachelor's Degree, Engineering
Microsoft June 2015 - Present
Dartmouth College Tutor Clearinghouse January 2013 - June 2015
Susquehanna International Group, LLP (SIG) June 2014 - August 2014
Vertex Inc. September 2013 - December 2013
Brinker Capital December 2012 - December 2012
Susquehanna International Group, LLP (SIG) May 2011 - May 2011
Skills
C, Linux, Python, JavaScript, MySQL, Matlab, R, Java, SketchUp, Ext JS, Shell Scripting, HTML, CSS, SQL, Calculus, VHDL, Maven, LaTeX, Product Design, Project Management, Structural Analysis
Education
Thayer School of Engineering at Dartmouth 2011 — 2016
Bachelor of Engineering (B.E.), Mechanical Engineering
Dartmouth College 2011 — 2015
Bachelor's Degree, Engineering
Shirley X. (Xiaoli) Qin's Brinker Capital Experience August 2013 - Present
Job Senior Software Consultant at Brinker Capital
Industry Information Technology and Services
Experience
Brinker Capital August 2013 - Present
United BioSource Corporation April 2010 - August 2013
Music Choice October 2009 - April 2010
Siemens June 2007 - October 2009
Philadelphia Insurance Company September 2006 - June 2007
Calico Corner 2003 - 2006
Skills
Software Solution..., Software Integrations, Cross-platform..., JavaScript Technologies, .NET, Silverlight, WPF
Education
Drexel University 1997 — 1999
Master Of Science, Computer Science
Brinker Capital August 2013 - Present
United BioSource Corporation April 2010 - August 2013
Music Choice October 2009 - April 2010
Siemens June 2007 - October 2009
Philadelphia Insurance Company September 2006 - June 2007
Calico Corner 2003 - 2006
Skills
Software Solution..., Software Integrations, Cross-platform..., JavaScript Technologies, .NET, Silverlight, WPF
Education
Drexel University 1997 — 1999
Master Of Science, Computer Science
Nicholas DeRose's Brinker Capital Experience June 2012 - August 2012
Job Loyola University PreMedical PostBaccalaureate
Industry Hospital & Health Care
Experience
Milliman May 2013 - August 2013
Brinker Capital June 2012 - August 2012
Lincoln Financial Advisors - DeRose Financial Planning Group June 2011 - August 2011
DeRose Financial Planning Group June 2008 - August 2011
Kuhn's Delicatessen June 2007 - August 2007
Skills
Financial Analysis, Strategic Financial..., Report Writing, Organizational..., Outstanding time..., Client Service Oriented, Microsoft Excel, Microsoft Office, Team Building, Research, PowerPoint, VBA
Education
Loyola University Chicago 2014 — 2016
Post-Baccalaureate Pre-Medicine, Pre-Medicine/Pre-Medical Studies
University of Wisconsin-Madison 2009 — 2013
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Wisconsin School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Milliman May 2013 - August 2013
Brinker Capital June 2012 - August 2012
Lincoln Financial Advisors - DeRose Financial Planning Group June 2011 - August 2011
DeRose Financial Planning Group June 2008 - August 2011
Kuhn's Delicatessen June 2007 - August 2007
Skills
Financial Analysis, Strategic Financial..., Report Writing, Organizational..., Outstanding time..., Client Service Oriented, Microsoft Excel, Microsoft Office, Team Building, Research, PowerPoint, VBA
Education
Loyola University Chicago 2014 — 2016
Post-Baccalaureate Pre-Medicine, Pre-Medicine/Pre-Medical Studies
University of Wisconsin-Madison 2009 — 2013
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Wisconsin School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Kenneth Little's Brinker Capital Experience June 2011 - August 2011
Job Legal Intern at Intersport
Industry Sports
Experience
Intersport June 2015 - Present
Sterne, Kessler, Goldstein & Fox May 2014 - July 2014
Brownstein Hyatt Farber Schreck January 2014 - May 2014
Mortgage Bankers Association January 2014 - May 2014
U.S. House of Representatives September 2013 - December 2013
Generation Growth Capital, Inc. May 2012 - August 2012
Brinker Capital June 2011 - August 2011
Associated Bank June 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Research, Microsoft Office, Salesforce.com, Public Speaking, Strategic Planning, Microsoft Word
Education
Loyola University Chicago School of Law 2014 — 2017
Doctor of Law (J.D.)
Howard University 2008 — 2012
BBA, Finance
Nicolet High School 2004 — 2008
Intersport June 2015 - Present
Sterne, Kessler, Goldstein & Fox May 2014 - July 2014
Brownstein Hyatt Farber Schreck January 2014 - May 2014
Mortgage Bankers Association January 2014 - May 2014
U.S. House of Representatives September 2013 - December 2013
Generation Growth Capital, Inc. May 2012 - August 2012
Brinker Capital June 2011 - August 2011
Associated Bank June 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Research, Microsoft Office, Salesforce.com, Public Speaking, Strategic Planning, Microsoft Word
Education
Loyola University Chicago School of Law 2014 — 2017
Doctor of Law (J.D.)
Howard University 2008 — 2012
BBA, Finance
Nicolet High School 2004 — 2008
Tiffany Humer, PMP Tiffany Humer, PMP's Brinker Capital Experience 2000 - 2003
Job IT Business Lead / Program Manager Corporate Functions at Walter Investment Management Corp.
Industry Information Technology and Services
Experience
Walter Investment Management Corp. May 2015 - Present
Ditech Mortgage Corp September 2013 - May 2015
Ditech Mortgage (Previously GMAC Rescap) September 2012 - September 2013
GMAC ResCap January 2007 - September 2012
GMAC ResCap 2006 - 2007
GMAC Mortgage December 2003 - 2006
Brinker Capital 2000 - 2003
Skills
SDLC, Analysis, Management, Insurance, Vendor Management, Business Analysis, Visio, PMO, Requirements Gathering, Project Portfolio..., Requirements Analysis, IT Strategy, Process Improvement, Business Requirements, Agile Methodologies, Software Project..., IT Management, PMP
Education
Bloomsburg University of Pennsylvania 1996 — 2000
MIS, Information Systems, Programming
Walter Investment Management Corp. May 2015 - Present
Ditech Mortgage Corp September 2013 - May 2015
Ditech Mortgage (Previously GMAC Rescap) September 2012 - September 2013
GMAC ResCap January 2007 - September 2012
GMAC ResCap 2006 - 2007
GMAC Mortgage December 2003 - 2006
Brinker Capital 2000 - 2003
Skills
SDLC, Analysis, Management, Insurance, Vendor Management, Business Analysis, Visio, PMO, Requirements Gathering, Project Portfolio..., Requirements Analysis, IT Strategy, Process Improvement, Business Requirements, Agile Methodologies, Software Project..., IT Management, PMP
Education
Bloomsburg University of Pennsylvania 1996 — 2000
MIS, Information Systems, Programming
Brad Maurer, CIMA Brad Maurer, CIMA's Brinker Capital Experience April 2004 - December 2007
Job Regional Investment Consultant
Industry Investment Management
Experience
Clark Capital Management Group March 2008 - December 2014
Brinker Capital April 2004 - December 2007
Pershing, a BNY Mellon company (Lockwood Advisors, Inc prior to acquisition) March 2001 - April 2004
PNC Investments (Unofficial) June 1997 - February 2001
Baron Consulting Group, Inc 1996 - 1997
Skills
Investments, Wealth Management, Financial Advisory, Business Development, Asset Allocation, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Business Planning, Series 63, Series 65, Series 7, Sales Process, Salesforce.com, Sales Presentations, Retail Sales, Marketing Communications, Practice Management, Teamwork, Securities
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Clark Capital Management Group March 2008 - December 2014
Brinker Capital April 2004 - December 2007
Pershing, a BNY Mellon company (Lockwood Advisors, Inc prior to acquisition) March 2001 - April 2004
PNC Investments (Unofficial) June 1997 - February 2001
Baron Consulting Group, Inc 1996 - 1997
Skills
Investments, Wealth Management, Financial Advisory, Business Development, Asset Allocation, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Business Planning, Series 63, Series 65, Series 7, Sales Process, Salesforce.com, Sales Presentations, Retail Sales, Marketing Communications, Practice Management, Teamwork, Securities
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Ryan McGinn Ryan McGinn's Brinker Capital Experience October 2014 - Present
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital October 2014 - Present
Brinker Capital April 2013 - October 2014
State Street August 2012 - April 2013
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree
St. Joseph's Prep 2004 — 2008
Brinker Capital October 2014 - Present
Brinker Capital April 2013 - October 2014
State Street August 2012 - April 2013
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree
St. Joseph's Prep 2004 — 2008
Robert Jamison Robert Jamison's Brinker Capital Experience June 2007 - March 2009
Job Senior Compliance Manager at Always Best Care Senior Services
Industry Individual & Family Services
Experience
Always Best Care Senior Services August 2015 - Present
Always Best Care Senior Services June 2014 - August 2015
Commonwealth of Pennsylvania February 2011 - June 2014
Commonwealth of Pennsylvania June 2009 - February 2011
Brinker Capital June 2007 - March 2009
Philip Morris USA August 2004 - May 2007
Skills
Financial Analysis, Investment Strategies, Investment Management, Quality Assurance, Project Management, Auditing, Standards Compliance, Compliance Regulations, Management, Sales Management, Finance, Government, Portfolio Assessment, Economics, Equities, Bonds, Currency, Interest Rate..., Risk Management, Foreign Exchange, Foreign Investment, Healthcare Management, Healthcare, Public Health, Marketing Strategy, Market Research, Economic Research, Health Economics, Medicaid, Medicare, Leadership
Education
Penn State University 2000 — 2005
Bachelor of Science (B.S.), Economics
Always Best Care Senior Services August 2015 - Present
Always Best Care Senior Services June 2014 - August 2015
Commonwealth of Pennsylvania February 2011 - June 2014
Commonwealth of Pennsylvania June 2009 - February 2011
Brinker Capital June 2007 - March 2009
Philip Morris USA August 2004 - May 2007
Skills
Financial Analysis, Investment Strategies, Investment Management, Quality Assurance, Project Management, Auditing, Standards Compliance, Compliance Regulations, Management, Sales Management, Finance, Government, Portfolio Assessment, Economics, Equities, Bonds, Currency, Interest Rate..., Risk Management, Foreign Exchange, Foreign Investment, Healthcare Management, Healthcare, Public Health, Marketing Strategy, Market Research, Economic Research, Health Economics, Medicaid, Medicare, Leadership
Education
Penn State University 2000 — 2005
Bachelor of Science (B.S.), Economics
Kyle Wildemore Kyle Wildemore's Brinker Capital Experience January 2013 - Present
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital January 2013 - Present
Kforce, Inc. 2012 - 2012
Stephen James Associates 2011 - 2012
ABS Capital Partners 2008 - 2011
Wells Fargo Bank 2006 - 2008
Susquehanna International Group 2003 - 2006
Skills
Portfolio Management, Financial Analysis, Finance, Investments, Valuation, Equities, Mutual Funds, Derivatives, Credit, Due Diligence, Financial Services, Investment Banking, Financial Risk, Analysis, Private Equity, Financial Modeling, Business Development, Accounting, Corporate Finance, Banking, Mergers, Trading, Credit Analysis, Financial Reporting, Securities, Capital Markets, Asset Management, SEC reporting, Bloomberg, Financial Markets, Options, Venture Capital, Investor Relations, Financial Institutions, Talent Acquisition, Series 7
Education
Lynchburg College 1999 — 2003
Business Management, Finance
Conestoga High School 1995 — 1999
Brinker Capital January 2013 - Present
Kforce, Inc. 2012 - 2012
Stephen James Associates 2011 - 2012
ABS Capital Partners 2008 - 2011
Wells Fargo Bank 2006 - 2008
Susquehanna International Group 2003 - 2006
Skills
Portfolio Management, Financial Analysis, Finance, Investments, Valuation, Equities, Mutual Funds, Derivatives, Credit, Due Diligence, Financial Services, Investment Banking, Financial Risk, Analysis, Private Equity, Financial Modeling, Business Development, Accounting, Corporate Finance, Banking, Mergers, Trading, Credit Analysis, Financial Reporting, Securities, Capital Markets, Asset Management, SEC reporting, Bloomberg, Financial Markets, Options, Venture Capital, Investor Relations, Financial Institutions, Talent Acquisition, Series 7
Education
Lynchburg College 1999 — 2003
Business Management, Finance
Conestoga High School 1995 — 1999
Daniel Acker Daniel Acker's Brinker Capital Experience September 2013 - Present
Job Associate Product Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital September 2013 - Present
Brinker Capital May 2011 - September 2013
Brinker Capital September 2010 - May 2011
Brinker Capital May 2010 - September 2010
Brinker Capital May 2007 - May 2010
Vanguard September 2004 - May 2007
Skills
Equities, Mutual Funds
Education
Marist College 2000 — 2004
Brinker Capital September 2013 - Present
Brinker Capital May 2011 - September 2013
Brinker Capital September 2010 - May 2011
Brinker Capital May 2010 - September 2010
Brinker Capital May 2007 - May 2010
Vanguard September 2004 - May 2007
Skills
Equities, Mutual Funds
Education
Marist College 2000 — 2004
Jason Shevland's Brinker Capital Experience January 2000 - Present
Job Vice President, Regional Director at Brinker Capital
Industry Investment Management
Experience
Brinker Capital January 2000 - Present
Brinker Capital April 1998 - January 2000
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Investment Advisory, Investment Strategies, Investments, 401k, Financial Services, Retirement, Separately Managed..., High Net Worth..., ETFs, Wealth Management
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Conestoga High School 1990 — 1992
Brinker Capital January 2000 - Present
Brinker Capital April 1998 - January 2000
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Investment Advisory, Investment Strategies, Investments, 401k, Financial Services, Retirement, Separately Managed..., High Net Worth..., ETFs, Wealth Management
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Conestoga High School 1990 — 1992
Sheila Bonitz Sheila Bonitz's Brinker Capital Experience 2012 - Present
Job Vice President of Investment Management
Industry Financial Services
Experience
Brinker Capital 2012 - Present
Brinker Capital 2010 - 2012
Brinker Capital 1999 - 2010
SEI Investments 1993 - 1999
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investments, Series 7, Due Diligence, Securities, ETFs, Equities, Investment Advisory, Hedge Funds, Series 63, Investment Strategies
Education
Saint Joseph's University 1994 — 1998
MBA
Millersville University of Pennsylvania 1989 — 1993
Brinker Capital 2012 - Present
Brinker Capital 2010 - 2012
Brinker Capital 1999 - 2010
SEI Investments 1993 - 1999
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investments, Series 7, Due Diligence, Securities, ETFs, Equities, Investment Advisory, Hedge Funds, Series 63, Investment Strategies
Education
Saint Joseph's University 1994 — 1998
MBA
Millersville University of Pennsylvania 1989 — 1993
Carleton Beamer Carleton Beamer's Brinker Capital Experience June 2010 - August 2010
Job Sales Analyst at Bimbo Bakeries USA
Industry Consumer Goods
Experience
Bimbo Bakeries USA March 2015 - Present
Bimbo Bakeries USA July 2013 - March 2015
Advantage Sales & Marketing January 2013 - July 2013
BB&T March 2012 - May 2012
BB&T July 2011 - March 2012
Students in Free Enterprise April 2009 - September 2010
Brinker Capital June 2010 - August 2010
R.H. Bolton Inc. January 2010 - May 2010
North Carolina Department of Transportation June 2009 - August 2009
Skills
Leadership, Cross-functional Team..., Communication, Investments, Financial Analysis, Presentations, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Sales, New Business Development, Community Outreach, Non-profits, Spanish-speaking, Analysis, Training, Banking
Education
Johnson C. Smith University - JCSU 2009 — 2011
Bachelor of Arts (B.A.), Economics
Xavier University
Woodberry Forest School
Bimbo Bakeries USA March 2015 - Present
Bimbo Bakeries USA July 2013 - March 2015
Advantage Sales & Marketing January 2013 - July 2013
BB&T March 2012 - May 2012
BB&T July 2011 - March 2012
Students in Free Enterprise April 2009 - September 2010
Brinker Capital June 2010 - August 2010
R.H. Bolton Inc. January 2010 - May 2010
North Carolina Department of Transportation June 2009 - August 2009
Skills
Leadership, Cross-functional Team..., Communication, Investments, Financial Analysis, Presentations, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Sales, New Business Development, Community Outreach, Non-profits, Spanish-speaking, Analysis, Training, Banking
Education
Johnson C. Smith University - JCSU 2009 — 2011
Bachelor of Arts (B.A.), Economics
Xavier University
Woodberry Forest School
Calvin Hopkins Calvin Hopkins's Brinker Capital Experience SalesState Farm InsuranceJune 2015 - Present
Job Sales at State Farm Insurance
Industry Financial Services
Experience
Brinker Capital SalesState Farm InsuranceJune 2015 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Social Media, Research
Education
Penn State University 2012 — 2016
Pennsylvania State University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Brinker Capital SalesState Farm InsuranceJune 2015 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Social Media, Research
Education
Penn State University 2012 — 2016
Pennsylvania State University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Doug Cummings Doug Cummings's Brinker Capital Experience 1996 - 2001
Job Cummings Veneer Products
Industry Furniture
Experience
Cummings Veneer Products February 2011 - Present
Henry Dunn, Inc. July 2013 - Present
Oak Hill Veneer DBA Channel Veneers January 2001 - February 2011
Brinker Capital 1996 - 2001
EG&G WASC 1994 - 1996
Skills
Business Development, Strategic Planning, Purchasing, CRM, Sales, Wood, Furniture, Furnishings, Management, Negotiation, New Business Development, Veneer, Sales Management, Contract Negotiation, Woodworking, Marketing, International Trade, Product Development, Custom Furniture, Building Materials, Team Building, Project Management, Marketing Strategy, Budgets
Education
Gettysburg College 1990 — 1994
BA, Economics
Cummings Veneer Products February 2011 - Present
Henry Dunn, Inc. July 2013 - Present
Oak Hill Veneer DBA Channel Veneers January 2001 - February 2011
Brinker Capital 1996 - 2001
EG&G WASC 1994 - 1996
Skills
Business Development, Strategic Planning, Purchasing, CRM, Sales, Wood, Furniture, Furnishings, Management, Negotiation, New Business Development, Veneer, Sales Management, Contract Negotiation, Woodworking, Marketing, International Trade, Product Development, Custom Furniture, Building Materials, Team Building, Project Management, Marketing Strategy, Budgets
Education
Gettysburg College 1990 — 1994
BA, Economics
Randy Hicks's Brinker Capital Experience October 2004 - March 2006
Job Teacher at Fulton County Public Schools
Industry Education Management
Experience
Delta Air Lines 2011 - Present
Fulton County Public Schools January 2007 - Present
Wheego Electric Cars, Inc. May 2010 - August 2010
Brinker Capital October 2004 - March 2006
JP Morgan Asset Management September 2000 - June 2002
JP Morgan Chase, Cash Management January 2000 - January 2002
CHB Investment Group May 1999 - May 2000
CHB Investment Group January 1999 - January 2000
First Union Securities January 1999 - January 2000
Skills
Investments, Training, Business Development
Education
Reinhardt University 2010 — 2011
Masters, Education
The College of New Jersey 1997 — 2000
Finance
Virginia State University 1995 — 1997
Reinhardt University
Master of Arts, Teaching
Delta Air Lines 2011 - Present
Fulton County Public Schools January 2007 - Present
Wheego Electric Cars, Inc. May 2010 - August 2010
Brinker Capital October 2004 - March 2006
JP Morgan Asset Management September 2000 - June 2002
JP Morgan Chase, Cash Management January 2000 - January 2002
CHB Investment Group May 1999 - May 2000
CHB Investment Group January 1999 - January 2000
First Union Securities January 1999 - January 2000
Skills
Investments, Training, Business Development
Education
Reinhardt University 2010 — 2011
Masters, Education
The College of New Jersey 1997 — 2000
Finance
Virginia State University 1995 — 1997
Reinhardt University
Master of Arts, Teaching
Jen Kulp's Brinker Capital Experience September 1995 - Present
Job Managing Director, Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management August 2015 - Present
Brinker Capital September 1995 - Present
Brinker Capital July 2012 - July 2015
Brinker Capital January 2005 - September 2012
Brinker Capital June 2000 - December 2004
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Securities, Asset Management, Wealth Management..., Equities, Investments, Series 63, Hedge Funds, Retirement Planning, 401k, FINRA, Uniform Combined State..., Fixed Income
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), English Literature & Communications
Rothschild Asset Management August 2015 - Present
Brinker Capital September 1995 - Present
Brinker Capital July 2012 - July 2015
Brinker Capital January 2005 - September 2012
Brinker Capital June 2000 - December 2004
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Securities, Asset Management, Wealth Management..., Equities, Investments, Series 63, Hedge Funds, Retirement Planning, 401k, FINRA, Uniform Combined State..., Fixed Income
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), English Literature & Communications
Sean Forcine Sean Forcine's Brinker Capital Experience July 2005 - Present
Job Interactive Media Manager at Brinker Capital
Industry Financial Services
Experience
Brinker Capital July 2005 - Present
Education
Lehigh University 2001 — 2005
Brinker Capital July 2005 - Present
Education
Lehigh University 2001 — 2005
Paul Cook, AIF® Paul Cook, AIF®'s Brinker Capital Experience June 2011 - Present
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital June 2011 - Present
USI Consulting Group September 2009 - June 2011
The Standard February 2007 - June 2009
HighMark Funds October 2005 - February 2007
Valley Forge Asset Management November 1999 - October 2005
Skills
Defined Benefit, 401k, 403 b, 457 Plans, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Asset Allocation, Retirement, Financial Services, Series 6, Employee Benefits, Securities, Investments, Pensions, Risk Management, Defined Contribution, Alternative Investments, Fixed Annuities
Education
Penn State University 1991 — 1995
Business
Brinker Capital June 2011 - Present
USI Consulting Group September 2009 - June 2011
The Standard February 2007 - June 2009
HighMark Funds October 2005 - February 2007
Valley Forge Asset Management November 1999 - October 2005
Skills
Defined Benefit, 401k, 403 b, 457 Plans, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Asset Allocation, Retirement, Financial Services, Series 6, Employee Benefits, Securities, Investments, Pensions, Risk Management, Defined Contribution, Alternative Investments, Fixed Annuities
Education
Penn State University 1991 — 1995
Business
Joseph Torchiana Joseph Torchiana's Brinker Capital Experience January 2007 - August 2008
Job Senior New Accounts Representative at Turn14 Distribution
Industry Automotive
Experience
Turn14 Distribution January 2015 - Present
Turn 14 Distribution, Inc. January 2014 - December 2014
Brandywine Harley Davidson November 2012 - August 2013
Brandywine Harley Davidson February 2011 - November 2012
Fred Beans Automotive September 2008 - September 2010
Brinker Capital January 2007 - August 2008
Wilmington Country Club July 2005 - December 2006
Skills
Communication, Motivation, Automotive, Dedicated Professional, Critical Thinking, Problem Solving, Enthusiast, Elocution, Motorsports, Languages, Competitive, Diligent, Cross-functional Team..., Collaborative Problem..., Always Punctual, Creativity, Profit Maximization, Accountability, Inventory Management, Customer Service, Budgets, Advertising, Customer Retention, Vehicles, Selling, Sales, Customer Satisfaction, Motorcycle, Tenacious Work Ethic, Sales Process, Management, New Business Development, Profit, Automobile
Education
Penn State University 2001 — 2005
BS, Marketing, German (minor), International Business (minor)
Devon Preparatory School 1994 — 2001
Turn14 Distribution January 2015 - Present
Turn 14 Distribution, Inc. January 2014 - December 2014
Brandywine Harley Davidson November 2012 - August 2013
Brandywine Harley Davidson February 2011 - November 2012
Fred Beans Automotive September 2008 - September 2010
Brinker Capital January 2007 - August 2008
Wilmington Country Club July 2005 - December 2006
Skills
Communication, Motivation, Automotive, Dedicated Professional, Critical Thinking, Problem Solving, Enthusiast, Elocution, Motorsports, Languages, Competitive, Diligent, Cross-functional Team..., Collaborative Problem..., Always Punctual, Creativity, Profit Maximization, Accountability, Inventory Management, Customer Service, Budgets, Advertising, Customer Retention, Vehicles, Selling, Sales, Customer Satisfaction, Motorcycle, Tenacious Work Ethic, Sales Process, Management, New Business Development, Profit, Automobile
Education
Penn State University 2001 — 2005
BS, Marketing, German (minor), International Business (minor)
Devon Preparatory School 1994 — 2001
Melissa Mosher DiPierro, AIF® Melissa Mosher DiPierro, AIF®'s Brinker Capital Experience January 2007 - October 2008
Job
Industry Financial Services
Experience
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
Jean (Lynch) Hempel, CIMA Jean (Lynch) Hempel, CIMA's Brinker Capital Experience July 1997 - Present
Job Managing Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital July 1997 - Present
Brinker Capital 1997 - Present
Skills
Asset Management, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Marketing Strategy, Alternative Investments, Investments, Investment Strategies, Mutual Funds, Series 65, Series 63, ETFs, Series 24, Securities, Separately Managed..., Equities, FINRA, 401k
Education
New Jersey City University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Brinker Capital July 1997 - Present
Brinker Capital 1997 - Present
Skills
Asset Management, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Marketing Strategy, Alternative Investments, Investments, Investment Strategies, Mutual Funds, Series 65, Series 63, ETFs, Series 24, Securities, Separately Managed..., Equities, FINRA, 401k
Education
New Jersey City University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Josh Kaplan Josh Kaplan's Brinker Capital Experience 1996 - 2002
Job Managing Director Hedged Strategies
Industry Investment Management
Experience
Ascension Investment Management 2010 - Present
Drexel University 2007 - 2009
Smart Financial Advisors 2004 - 2006
Lockwood Advisors 2002 - 2004
Brinker Capital 1996 - 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Strategies, Investments, Management, Portfolio Management, Private Equity, Risk Management, Valuation, Venture Capital
Education
Emory University 1992 — 1996
BBA, Finance
Ascension Investment Management 2010 - Present
Drexel University 2007 - 2009
Smart Financial Advisors 2004 - 2006
Lockwood Advisors 2002 - 2004
Brinker Capital 1996 - 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Strategies, Investments, Management, Portfolio Management, Private Equity, Risk Management, Valuation, Venture Capital
Education
Emory University 1992 — 1996
BBA, Finance
Jordan Lynch's Brinker Capital Experience May 2011 - August 2012
Job Regional Consultant at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2013 - Present
Brinker Capital May 2011 - August 2012
Goldie London February 2012 - April 2012
Brinker Capital May 2010 - August 2010
Skills
CRM, Social Media, Salesforce.com, Series 7, Series 66, Facebook, Sales, Data Analysis, Investments, Portfolio Management, Asset Management
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Business
Notre Dame High School 2005 — 2009
Lord, Abbett & Co. LLC April 2013 - Present
Brinker Capital May 2011 - August 2012
Goldie London February 2012 - April 2012
Brinker Capital May 2010 - August 2010
Skills
CRM, Social Media, Salesforce.com, Series 7, Series 66, Facebook, Sales, Data Analysis, Investments, Portfolio Management, Asset Management
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Business
Notre Dame High School 2005 — 2009
Fran DePiano, CIMA ®'s Brinker Capital Experience October 2008 - December 2014
Job Regional Director
Industry Investment Management
Experience
SEI January 2015 - Present
Brinker Capital October 2008 - December 2014
Brinker Capital September 2012 - May 2014
Brinker Capital January 2008 - October 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Securities, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Temple University
BS
SEI January 2015 - Present
Brinker Capital October 2008 - December 2014
Brinker Capital September 2012 - May 2014
Brinker Capital January 2008 - October 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Securities, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Temple University
BS
Steve Marino Steve Marino's Brinker Capital Experience March 2006 - Present
Job Supervisor, Client Services at Brinker Capital
Industry Financial Services
Experience
Brinker Capital March 2006 - Present
Skills
Mutual Funds, Team Management, Private Client Services, Relationship Management, Wealth Management, Securities, Financial Services, Series 7, Investments, Asset Allocation, Asset Managment, 401k, Fixed Income, Alternative Investments, ETFs, Microsoft Excel, Asset Management, Investment Advisory, Microsoft Office, Mutual Fund Wrap..., SMA's, Outlook, Security APL, Fidelity, NFS, Superior Client Service, Client Services
Education
Temple University 1995 — 1998
Archbishop Molloy 1991 — 1995
Regents Degree, NYC Regents
Brinker Capital March 2006 - Present
Skills
Mutual Funds, Team Management, Private Client Services, Relationship Management, Wealth Management, Securities, Financial Services, Series 7, Investments, Asset Allocation, Asset Managment, 401k, Fixed Income, Alternative Investments, ETFs, Microsoft Excel, Asset Management, Investment Advisory, Microsoft Office, Mutual Fund Wrap..., SMA's, Outlook, Security APL, Fidelity, NFS, Superior Client Service, Client Services
Education
Temple University 1995 — 1998
Archbishop Molloy 1991 — 1995
Regents Degree, NYC Regents
Chelsey Henderson Chelsey Henderson's Brinker Capital Experience June 2015 - Present
Job Bloomberg Research Lab Assistant at Delaware State University
Industry Financial Services
Experience
Brinker Capital June 2015 - Present
Barclaycard US January 2015 - Present
Delaware State University January 2015 - Present
EY June 2014 - August 2014
Skills
Microsoft Word, Organization Skills, Result Oriented, Team Building, Troubleshooting, Training, Teamwork, Sales, Leadership, Customer Satisfaction, Microsoft Office, Customer Service, Financial Analysis, Networking
Education
Delaware State University 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.3
Brinker Capital June 2015 - Present
Barclaycard US January 2015 - Present
Delaware State University January 2015 - Present
EY June 2014 - August 2014
Skills
Microsoft Word, Organization Skills, Result Oriented, Team Building, Troubleshooting, Training, Teamwork, Sales, Leadership, Customer Satisfaction, Microsoft Office, Customer Service, Financial Analysis, Networking
Education
Delaware State University 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.3
Amanda Lawless Amanda Lawless's Brinker Capital Experience May 2010 - August 2010
Job Educator
Industry Higher Education
Experience
POTTSGROVE SCHOOL DISTRICT September 2014 - Present
The Gregory School (Long Branch School District) January 2014 - May 2014
Target 2012 - 2013
Monmouth University May 2011 - January 2012
Brinker Capital May 2010 - August 2010
Monmouth University September 2008 - May 2009
Skills
Microsoft Office, Financial Systems, Accounting, Mac OS X, APS, Social Networking..., Spanish, Tutoring, Time Management, Financial Analysis, Microsoft Word, SPSS, Facebook, Access, Public Speaking, Creative Writing, Research, Interpersonal..., Outlook, Data Entry, Training, Social Networking, Data Analysis, Fundraising, Teamwork, Social Media, Dreamweaver, Credit, OS X, Event Planning, PowerPoint, Microsoft Excel, Blogging, Analysis, Online Social Networking, Community Service, Finance, Leadership, Team Leadership, Customer Service, Statistics
Education
Monmouth University 2012 — 2014
Master's Degree, Math/Education, 3.91
Monmouth University 2008 — 2012
Bachelor's, Finance, 3.73
POTTSGROVE SCHOOL DISTRICT September 2014 - Present
The Gregory School (Long Branch School District) January 2014 - May 2014
Target 2012 - 2013
Monmouth University May 2011 - January 2012
Brinker Capital May 2010 - August 2010
Monmouth University September 2008 - May 2009
Skills
Microsoft Office, Financial Systems, Accounting, Mac OS X, APS, Social Networking..., Spanish, Tutoring, Time Management, Financial Analysis, Microsoft Word, SPSS, Facebook, Access, Public Speaking, Creative Writing, Research, Interpersonal..., Outlook, Data Entry, Training, Social Networking, Data Analysis, Fundraising, Teamwork, Social Media, Dreamweaver, Credit, OS X, Event Planning, PowerPoint, Microsoft Excel, Blogging, Analysis, Online Social Networking, Community Service, Finance, Leadership, Team Leadership, Customer Service, Statistics
Education
Monmouth University 2012 — 2014
Master's Degree, Math/Education, 3.91
Monmouth University 2008 — 2012
Bachelor's, Finance, 3.73
Sanford S. Booth II's Brinker Capital Experience June 2014 - August 2014
Job Business & Systems Integration Analyst at Accenture Federal Services
Industry Financial Services
Experience
Accenture June 2015 - Present
Enterprise Rent-A-Car February 2015 - May 2015
Brinker Capital June 2014 - August 2014
YMCA of Metropolitan Washington June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Marketing Communications, Business Strategy, Marketing Strategy, Project Coordination, Team Leadership, Marketing, Investments, Finance, Salesforce.com, Financial Analysis, Budgets, Team Building, Mutual Funds, Risk Management, Money Management, Portfolio Management, Corporate Finance, Entrepreneurship, Recruiting, Asset Management, Social Media Marketing, Social Media, Separately Managed..., Marketing Research
Education
Hampton University 2011 — 2015
Bachelor of Science (BS), Marketing, Cum Laude, 3.43 GPA
Bladensburg High School 2007 — 2011
High School Diploma, Biomedical Program, 3.68 GPA
Accenture June 2015 - Present
Enterprise Rent-A-Car February 2015 - May 2015
Brinker Capital June 2014 - August 2014
YMCA of Metropolitan Washington June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Marketing Communications, Business Strategy, Marketing Strategy, Project Coordination, Team Leadership, Marketing, Investments, Finance, Salesforce.com, Financial Analysis, Budgets, Team Building, Mutual Funds, Risk Management, Money Management, Portfolio Management, Corporate Finance, Entrepreneurship, Recruiting, Asset Management, Social Media Marketing, Social Media, Separately Managed..., Marketing Research
Education
Hampton University 2011 — 2015
Bachelor of Science (BS), Marketing, Cum Laude, 3.43 GPA
Bladensburg High School 2007 — 2011
High School Diploma, Biomedical Program, 3.68 GPA
David Gentile David Gentile's Brinker Capital Experience May 2014 - Present
Job Performance Analyst at Brinker Capital
Industry Financial Services
Experience
Brinker Capital May 2014 - Present
Brinker Capital September 2013 - April 2014
Coastal Carolina University September 2012 - May 2013
Newton One Advisors, LLC May 2012 - August 2012
Skills
Microsoft Excel, Investments, PowerPoint, Finance, Microsoft Office, Microsoft Word, Financial Analysis, Portfolio Management, Teamwork, Microsoft PowerPoint, Adobe Acrobat, APL, Performance Management, Vestmark
Education
Coastal Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance, Triple concentration Financial Services, Wealth Mangagement, and Corporate Finance
Brinker Capital May 2014 - Present
Brinker Capital September 2013 - April 2014
Coastal Carolina University September 2012 - May 2013
Newton One Advisors, LLC May 2012 - August 2012
Skills
Microsoft Excel, Investments, PowerPoint, Finance, Microsoft Office, Microsoft Word, Financial Analysis, Portfolio Management, Teamwork, Microsoft PowerPoint, Adobe Acrobat, APL, Performance Management, Vestmark
Education
Coastal Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance, Triple concentration Financial Services, Wealth Mangagement, and Corporate Finance
Dean Brewington, CLU, ChFC Dean Brewington, CLU, ChFC's Brinker Capital Experience September 2000 - July 2002
Job Financial Services Sales Professional
Industry Financial Services
Experience
PNC May 2015 - Present
JPMorgan Chase July 2013 - February 2014
Lincoln Financial Advisors July 2008 - May 2013
State Farm Insurance September 2002 - March 2008
Brinker Capital September 2000 - July 2002
The Vanguard Group November 1996 - September 2000
Skills
Leadership, Customer Service
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Marketing
Delran High School 1988 — 1992
PNC May 2015 - Present
JPMorgan Chase July 2013 - February 2014
Lincoln Financial Advisors July 2008 - May 2013
State Farm Insurance September 2002 - March 2008
Brinker Capital September 2000 - July 2002
The Vanguard Group November 1996 - September 2000
Skills
Leadership, Customer Service
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Marketing
Delran High School 1988 — 1992
Shane Kokitus, CFA Shane Kokitus, CFA's Brinker Capital Experience September 2004 - June 2008
Job Analyst at Franklin Park
Industry Financial Services
Experience
Franklin Park June 2008 - Present
Brinker Capital September 2004 - June 2008
Skills
Investments, Asset Allocation, Investment Strategies, Private Equity, Investment Advisory, Asset Management, Due Diligence, Financial Analysis, Excel, Securities
Education
Penn State University
Bachelor of Science (B.S.), Finance and International Business
Franklin Park June 2008 - Present
Brinker Capital September 2004 - June 2008
Skills
Investments, Asset Allocation, Investment Strategies, Private Equity, Investment Advisory, Asset Management, Due Diligence, Financial Analysis, Excel, Securities
Education
Penn State University
Bachelor of Science (B.S.), Finance and International Business
Angela McCarthy's Brinker Capital Experience March 2008 - March 2009
Job AmeriHealth Caritas, Enterprise Encounter Management Coordinator
Industry Hospital & Health Care
Experience
AmeriHealth Caritas March 2014 - Present
McCarthy Contracting, LLC October 2010 - Present
AmeriHealth Caritas March 2013 - March 2014
Lincoln Financial Group October 2009 - October 2010
Brinker Capital March 2008 - March 2009
Brinker Capital March 2007 - March 2008
Skills
Graphic Design, Project Management, Project Coordination, Organization, Organizational..., Organizational Structure, Creative Services, Adobe Creative Suite, Process Improvement, Management, Business Analysis, CRM, Analysis
Education
Anytime Learning 2015 — 2016
Six Sigma & Lean Six Sigma trainings in preparation for Greenbelt Certification
Cabrini College 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, Concentration in Marketing
Delaware County Community College 2003 — 2005
Marketing and Graphic Design
AmeriHealth Caritas March 2014 - Present
McCarthy Contracting, LLC October 2010 - Present
AmeriHealth Caritas March 2013 - March 2014
Lincoln Financial Group October 2009 - October 2010
Brinker Capital March 2008 - March 2009
Brinker Capital March 2007 - March 2008
Skills
Graphic Design, Project Management, Project Coordination, Organization, Organizational..., Organizational Structure, Creative Services, Adobe Creative Suite, Process Improvement, Management, Business Analysis, CRM, Analysis
Education
Anytime Learning 2015 — 2016
Six Sigma & Lean Six Sigma trainings in preparation for Greenbelt Certification
Cabrini College 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, Concentration in Marketing
Delaware County Community College 2003 — 2005
Marketing and Graphic Design
Sean Agnew Sean Agnew's Brinker Capital Experience October 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Brinker Capital October 2014 - Present
Chapel Steel-Reliance Steel and Aluminum Group June 2010 - October 2014
ACE Group July 2008 - June 2010
Skills
Negotiation, International Trade, Financial Analysis, Sales Management
Education
The Catholic University of America 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
LaSalle College High School 1999 — 2003
Brinker Capital October 2014 - Present
Chapel Steel-Reliance Steel and Aluminum Group June 2010 - October 2014
ACE Group July 2008 - June 2010
Skills
Negotiation, International Trade, Financial Analysis, Sales Management
Education
The Catholic University of America 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
LaSalle College High School 1999 — 2003
Jake Rinvelt Jake Rinvelt's Brinker Capital Experience May 2015 - May 2015
Job Paraplanner and Financial Analyst at Rinvelt & David, LLC
Industry Financial Services
Experience
Rinvelt & David,LLC June 2015 - Present
Brinker Capital May 2015 - May 2015
MassMutual Financial Group May 2014 - July 2014
Uccello's Ristorante, Pizzeria & Sports Lounge October 2013 - April 2014
Sheshco Mediterranean Grill June 2011 - August 2011
Diocese of Toledo and the Midwest July 2010 - July 2011
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (BBA), Majoring in Finance and International Business and a Minor in Arabic
Rinvelt & David,LLC June 2015 - Present
Brinker Capital May 2015 - May 2015
MassMutual Financial Group May 2014 - July 2014
Uccello's Ristorante, Pizzeria & Sports Lounge October 2013 - April 2014
Sheshco Mediterranean Grill June 2011 - August 2011
Diocese of Toledo and the Midwest July 2010 - July 2011
Education
Grand Valley State University 2012 — 2015
Bachelor of Business Administration (BBA), Majoring in Finance and International Business and a Minor in Arabic
Michelle Esbin's Brinker Capital Experience July 2014 - Present
Job Operations Associate
Industry Financial Services
Experience
Brinker Capital July 2014 - Present
New Penn Financial, LLC April 2013 - July 2014
New Penn Financial, LLC November 2011 - April 2013
Eagle National Bank May 2008 - March 2010
Eagle National Bank March 2008 - May 2008
Eagle National Bank June 2007 - September 2007
Sunset Mortgage Company March 2005 - May 2007
Skills
Refinance, Loans, Mortgage Lending, Credit, FHA, Mortgage Banking, FHA financing, Mortgage Underwriting, Loan Origination, Residential Mortgages, VA loans, Mortgage Servicing, Loan Servicing, USDA, Loss Mitigation
Education
Neumann College 2004 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Neumann College 2004 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Brinker Capital July 2014 - Present
New Penn Financial, LLC April 2013 - July 2014
New Penn Financial, LLC November 2011 - April 2013
Eagle National Bank May 2008 - March 2010
Eagle National Bank March 2008 - May 2008
Eagle National Bank June 2007 - September 2007
Sunset Mortgage Company March 2005 - May 2007
Skills
Refinance, Loans, Mortgage Lending, Credit, FHA, Mortgage Banking, FHA financing, Mortgage Underwriting, Loan Origination, Residential Mortgages, VA loans, Mortgage Servicing, Loan Servicing, USDA, Loss Mitigation
Education
Neumann College 2004 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Neumann College 2004 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Sean Leary Sean Leary's Brinker Capital Experience June 2014 - Present
Job Client Services Specialist at Brinker Capital
Industry Financial Services
Experience
Brinker Capital June 2014 - Present
J.G. Wentworth February 2010 - May 2014
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS, Marketing
Brinker Capital June 2014 - Present
J.G. Wentworth February 2010 - May 2014
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS, Marketing
Antoinette Gretsky Antoinette Gretsky's Brinker Capital Experience February 2008 - Present
Job Compliance Coordinator at Brinker Capital
Industry Investment Management
Experience
Brinker Capital February 2008 - Present
Brinker Capital October 2004 - July 2010
Elwyn Institute August 1996 - June 2004
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Investment Advisor..., Customer Service, FBSI, Analysis, Budgets, Financial Analysis, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Uniform Combined State..., Wealth Management, Mutual Funds, Policy
Education
Pennsylvania State University-Brandywine 1995 — 2002
Early and Middle Education, Urban Education
Brinker Capital February 2008 - Present
Brinker Capital October 2004 - July 2010
Elwyn Institute August 1996 - June 2004
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Investment Advisor..., Customer Service, FBSI, Analysis, Budgets, Financial Analysis, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Uniform Combined State..., Wealth Management, Mutual Funds, Policy
Education
Pennsylvania State University-Brandywine 1995 — 2002
Early and Middle Education, Urban Education
James Dooling's Brinker Capital Experience January 2013 - December 2014
Job Investment Services Relationship Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital January 2013 - December 2014
Brinker Capital May 2005 - December 2012
Skills
Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Relationship Management, Series 7, Mutual Funds
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Public Service
Brinker Capital January 2013 - December 2014
Brinker Capital May 2005 - December 2012
Skills
Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Relationship Management, Series 7, Mutual Funds
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Public Service
Todd Dallmann Todd Dallmann's Brinker Capital Experience May 2010 - February 2012
Job Corporate Account Executive at Rapid Ratings International
Industry Financial Services
Experience
Rapid Ratings International June 2014 - Present
S&P Capital IQ April 2014 - June 2014
S&P Capital IQ July 2013 - May 2014
S&P Capital IQ February 2012 - July 2013
Brinker Capital May 2010 - February 2012
Brinker Capital July 2007 - May 2010
Skills
Microsoft Office, Salesforce.com, Superior Client Service, Institutional..., Technology Software, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Analysis, Securities, Capital IQ, Financial Services, Sales, Relationship Management, Financial Modeling, Wealth Management, Financial Markets, Valuation, New Business Development, Equity Research, Private Equity, Market Research, Analytics, Trading, Client Services, Equities
Education
Mississippi State University 2003 — 2007
B.S, Business Administration; Banking and Finance
Burlington Township 1999 — 2003
Rapid Ratings International June 2014 - Present
S&P Capital IQ April 2014 - June 2014
S&P Capital IQ July 2013 - May 2014
S&P Capital IQ February 2012 - July 2013
Brinker Capital May 2010 - February 2012
Brinker Capital July 2007 - May 2010
Skills
Microsoft Office, Salesforce.com, Superior Client Service, Institutional..., Technology Software, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Analysis, Securities, Capital IQ, Financial Services, Sales, Relationship Management, Financial Modeling, Wealth Management, Financial Markets, Valuation, New Business Development, Equity Research, Private Equity, Market Research, Analytics, Trading, Client Services, Equities
Education
Mississippi State University 2003 — 2007
B.S, Business Administration; Banking and Finance
Burlington Township 1999 — 2003
Christine Petrilla, CPA's Brinker Capital Experience October 2003 - February 2005
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
Craig Warrington Craig Warrington's Brinker Capital Experience March 2006 - May 2007
Job Accountant at Goldberg, Weinstein & Co.
Industry Accounting
Experience
Goldberg, Weinstein & Co. August 2007 - Present
Brinker Capital March 2006 - May 2007
National Properties, Inc July 2004 - January 2006
Education
Cabrini College 2003 — 2007
Bachelor's, Accounting
Goldberg, Weinstein & Co. August 2007 - Present
Brinker Capital March 2006 - May 2007
National Properties, Inc July 2004 - January 2006
Education
Cabrini College 2003 — 2007
Bachelor's, Accounting
Melissa Eastburn's Brinker Capital Experience May 2012 - June 2013
Job Operations Associate at Brinker Capital
Industry
Experience
Brinker Capital May 2012 - June 2013
Brinker Capital August 2011 - May 2012
Julie Case State Farm Agency January 2010 - May 2011
Skills
Proficient in Microsoft...
Education
Salisbury University 2008 — 2011
B.A. in Psychology, Minor in Sociology, Psychology
Brinker Capital May 2012 - June 2013
Brinker Capital August 2011 - May 2012
Julie Case State Farm Agency January 2010 - May 2011
Skills
Proficient in Microsoft...
Education
Salisbury University 2008 — 2011
B.A. in Psychology, Minor in Sociology, Psychology
Captain Jay Keeney's Brinker Capital Experience August 2006 - March 2009
Job Owner/Captain with Charleston Sailboat Charters
Industry Leisure, Travel & Tourism
Experience
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
Abhijit Choudhary's Brinker Capital Experience 2010 - 2010
Job IT Consultant
Industry Information Technology and Services
Experience
Brinker Capital 2010 - 2010
Sovereign Bank April 2008 - July 2009
Electronic Ink September 2000 - April 2008
Intermedia Inc May 2000 - September 2000
Drexel University June 1999 - May 2000
Skills
UI Frameworks, Responsive Design, Advanced CSS, Software Development, ASP.NET, JavaScript, C#, Agile Methodologies, HTML, XHTML, CSS, Microsoft SQL Server, User Interface Design, Web Services, WCF, Enterprise Architecture, Agile Project Management, VB.NET, PHP, Java, ASP.NET MVC, ColdFusion, jQuery, Architectures, Usability, Application Architecture, REST
Education
Drexel University 1999 — 2000
MBA, Information Systems
North Maharashtra University 1993 — 1997
B. Engg, Mechanical
Jai Hind College 1991 — 1993
High School, Science
Brinker Capital 2010 - 2010
Sovereign Bank April 2008 - July 2009
Electronic Ink September 2000 - April 2008
Intermedia Inc May 2000 - September 2000
Drexel University June 1999 - May 2000
Skills
UI Frameworks, Responsive Design, Advanced CSS, Software Development, ASP.NET, JavaScript, C#, Agile Methodologies, HTML, XHTML, CSS, Microsoft SQL Server, User Interface Design, Web Services, WCF, Enterprise Architecture, Agile Project Management, VB.NET, PHP, Java, ASP.NET MVC, ColdFusion, jQuery, Architectures, Usability, Application Architecture, REST
Education
Drexel University 1999 — 2000
MBA, Information Systems
North Maharashtra University 1993 — 1997
B. Engg, Mechanical
Jai Hind College 1991 — 1993
High School, Science
Robert Forish's Brinker Capital Experience August 2001 - September 2002
Job Relationship Manager Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Robert Carsto's Brinker Capital Experience May 2013 - November 2013
Job Senior Developer at NIC Inc.
Industry Information Technology and Services
Experience
NIC Inc. December 2013 - Present
Brinker Capital May 2013 - November 2013
Meta Pharmaceutical Services April 2013 - May 2013
Lifecycle Software October 2012 - March 2013
Hazox Chemical reporting Systems July 2002 - October 2012
Janussea Software LLC 2012 - 2012
Independence Blue Cross November 1999 - July 2002
Unisys January 1995 - November 1999
Skills
HTML, Databases, Java, SDLC, Visual Studio, .NET, Requirements Analysis, Software Development, Microsoft SQL Server, XML, Agile Methodologies, Quality Assurance, SQL, Process Improvement, Enterprise Architecture, Agile Project Management, ASP.NET, Web Applications, C#, Eclipse, Web Services, JavaScript, Oracle, Perl, Business Intelligence, Software Engineering, Integration, Web Development, MySQL, Visio, SharePoint, Unix, Database Design, UML, SOA, Testing
Education
Villanova University 1986 — 1991
Master of Science, Computer Science
Bloomsburg University of Pennsylvania
Bachelor of Science, Computer Science
Shamokin Area High School
Shamokin Area High School
NIC Inc. December 2013 - Present
Brinker Capital May 2013 - November 2013
Meta Pharmaceutical Services April 2013 - May 2013
Lifecycle Software October 2012 - March 2013
Hazox Chemical reporting Systems July 2002 - October 2012
Janussea Software LLC 2012 - 2012
Independence Blue Cross November 1999 - July 2002
Unisys January 1995 - November 1999
Skills
HTML, Databases, Java, SDLC, Visual Studio, .NET, Requirements Analysis, Software Development, Microsoft SQL Server, XML, Agile Methodologies, Quality Assurance, SQL, Process Improvement, Enterprise Architecture, Agile Project Management, ASP.NET, Web Applications, C#, Eclipse, Web Services, JavaScript, Oracle, Perl, Business Intelligence, Software Engineering, Integration, Web Development, MySQL, Visio, SharePoint, Unix, Database Design, UML, SOA, Testing
Education
Villanova University 1986 — 1991
Master of Science, Computer Science
Bloomsburg University of Pennsylvania
Bachelor of Science, Computer Science
Shamokin Area High School
Shamokin Area High School
Ping Guan's Brinker Capital Experience May 2014 - Present
Job Manager of Software Development at Brinker Capital
Industry Financial Services
Experience
Brinker Capital May 2014 - Present
Brinker Capital May 2006 - May 2014
The Sycamore Group December 2000 - April 2006
VWR 2000 - 2005
Seimens February 1998 - December 2000
Skills
Web Services, Microsoft SQL Server, SDLC, XML, Integration, C#, Requirements Analysis, Databases, Enterprise Architecture, Team Management, Project Management, IT Strategy
Education
Villanova University 1996 — 1998
Master, Computer Science
Beijing Institute of Technology 1988 — 1992
Bachelor, Automatic Control, Computer Science
Brinker Capital May 2014 - Present
Brinker Capital May 2006 - May 2014
The Sycamore Group December 2000 - April 2006
VWR 2000 - 2005
Seimens February 1998 - December 2000
Skills
Web Services, Microsoft SQL Server, SDLC, XML, Integration, C#, Requirements Analysis, Databases, Enterprise Architecture, Team Management, Project Management, IT Strategy
Education
Villanova University 1996 — 1998
Master, Computer Science
Beijing Institute of Technology 1988 — 1992
Bachelor, Automatic Control, Computer Science
Luca Valentine's Brinker Capital Experience January 2008 - Present
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital January 2008 - Present
Brinker Capital June 2005 - December 2007
Brinker Capital May 2004 - June 2005
American Express May 2003 - May 2004
Skills
Series 7, Series 66, Alternative Investments, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Investments, Asset Management, Portfolio Management, Equities, ETFs, 401k, Securities, Financial Services
Education
Kutztown University of Pennsylvania 1998 — 2003
Finance
Brinker Capital January 2008 - Present
Brinker Capital June 2005 - December 2007
Brinker Capital May 2004 - June 2005
American Express May 2003 - May 2004
Skills
Series 7, Series 66, Alternative Investments, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Investments, Asset Management, Portfolio Management, Equities, ETFs, 401k, Securities, Financial Services
Education
Kutztown University of Pennsylvania 1998 — 2003
Finance
Denis McCartan's Brinker Capital Experience June 2011 - Present
Job Sr. Portfolio Strategist at Brinker Capital
Industry Investment Management
Experience
Brinker Capital June 2011 - Present
Brinker Capital February 2005 - June 2011
CMS Companies 2001 - 2003
Skills
Asset Allocation, Mutual Funds, Asset Managment, Alternative Investments, Investments, Securities, Investment Advisory, Asset Management, Portfolio Management, Financial Services, Investment Strategies, ETFs, Series 63, Wealth Management, Series 7, Separately Managed..., Equities, Hedge Funds, 401k
Education
Queen's University 1990 — 1993
Brinker Capital June 2011 - Present
Brinker Capital February 2005 - June 2011
CMS Companies 2001 - 2003
Skills
Asset Allocation, Mutual Funds, Asset Managment, Alternative Investments, Investments, Securities, Investment Advisory, Asset Management, Portfolio Management, Financial Services, Investment Strategies, ETFs, Series 63, Wealth Management, Series 7, Separately Managed..., Equities, Hedge Funds, 401k
Education
Queen's University 1990 — 1993
Frank Pizzichillo's Brinker Capital Experience April 2013 - Present
Job RIA Regional Director at Brinker Capital
Industry Marketing and Advertising
Experience
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Jeff Crosten's Brinker Capital Experience January 2011 - Present
Job Director, Performance Measurement & Reconciliation at Brinker Capital
Industry Financial Services
Experience
Brinker Capital January 2011 - Present
Fiserv April 2010 - January 2011
Clearbrook Financial July 2005 - April 2010
Brinker Capital March 1999 - June 2005
Skills
Performance Measurement, Financial Services, Fixed Income, Equities, Asset Managment, Securities, Financial Analysis, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Alternative Investments, Investments, Wealth Management, Relationship Management, Business Analysis, Hedge Funds, Portfolio Management, Investment Management, Capital Markets
Education
Penn State University 1989 — 1992
BS, Accounting
Brinker Capital January 2011 - Present
Fiserv April 2010 - January 2011
Clearbrook Financial July 2005 - April 2010
Brinker Capital March 1999 - June 2005
Skills
Performance Measurement, Financial Services, Fixed Income, Equities, Asset Managment, Securities, Financial Analysis, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Alternative Investments, Investments, Wealth Management, Relationship Management, Business Analysis, Hedge Funds, Portfolio Management, Investment Management, Capital Markets
Education
Penn State University 1989 — 1992
BS, Accounting
Marilyn Shearman's Brinker Capital Experience January 2014 - Present
Job Manager of Strategic Channel Marketing at Brinker Capital
Industry Financial Services
Experience
Brinker Capital January 2014 - Present
Brinker Capital April 2008 - Present
Capital Analysts Incorporated September 2004 - November 2007
Skills
Marketing, Budgets, Marketing Communications, Microsoft Office, Salesforce.com, Marketing Strategy, Leadership, Investments, Email Marketing, Microsoft Word, Editing, Product Marketing, Strategy, Public Relations, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA
Drexel University - College of Business and Administration 2001 — 2004
B.S., Business Administration
Delaware County Community College 1999 — 2001
Associate in Arts
Haverford Senior High School 1995 — 1999
Brinker Capital January 2014 - Present
Brinker Capital April 2008 - Present
Capital Analysts Incorporated September 2004 - November 2007
Skills
Marketing, Budgets, Marketing Communications, Microsoft Office, Salesforce.com, Marketing Strategy, Leadership, Investments, Email Marketing, Microsoft Word, Editing, Product Marketing, Strategy, Public Relations, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA
Drexel University - College of Business and Administration 2001 — 2004
B.S., Business Administration
Delaware County Community College 1999 — 2001
Associate in Arts
Haverford Senior High School 1995 — 1999
Tom Rieman's Brinker Capital Experience February 2013 - Present
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital February 2013 - Present
JP Morgan Asset Management August 2009 - February 2013
Impact Training and Consulting, Inc. 2002 - August 2009
The Fusion Group 1998 - 2001
Territory Sales Rep in the Healthcare, Human Resources and Financal Services Industries 1988 - 1995
Skills
Equities, Relationship Management, Series 7, Mutual Funds, Retirement, Fixed Income, Strategy, Strategic Planning, Training, Executive Coaching, 401k, Coaching, Change Management, Asset Allocation, Performance Improvement, Investment Management, Retirement Planning, Asset Management, Capital Markets, Separately Managed..., Investments, ETFs, Series 63, Talent Management
Education
George Mason University 1996 — 1997
Master of Science, Organizational Learning
Florida Atlantic University
B.A. Marketing
Brinker Capital February 2013 - Present
JP Morgan Asset Management August 2009 - February 2013
Impact Training and Consulting, Inc. 2002 - August 2009
The Fusion Group 1998 - 2001
Territory Sales Rep in the Healthcare, Human Resources and Financal Services Industries 1988 - 1995
Skills
Equities, Relationship Management, Series 7, Mutual Funds, Retirement, Fixed Income, Strategy, Strategic Planning, Training, Executive Coaching, 401k, Coaching, Change Management, Asset Allocation, Performance Improvement, Investment Management, Retirement Planning, Asset Management, Capital Markets, Separately Managed..., Investments, ETFs, Series 63, Talent Management
Education
George Mason University 1996 — 1997
Master of Science, Organizational Learning
Florida Atlantic University
B.A. Marketing
Radek Kozlow's Brinker Capital Experience March 2011 - Present
Job Pricing and Payout Specialist
Industry Financial Services
Experience
Brinker Capital March 2011 - Present
Brinker Capital August 2007 - March 2011
Education
Pennsylvania State University-Erie Campus 1995 — 2000
Brinker Capital March 2011 - Present
Brinker Capital August 2007 - March 2011
Education
Pennsylvania State University-Erie Campus 1995 — 2000
Benjamin Seamans, CFP®'s Brinker Capital Experience June 1999 - October 2000
Job Director of Planning at Lincoln Financial Advisors / Sagemark Consulting
Industry Financial Services
Experience
Lincoln Financial Advisors / Sagemark Consulting September 2011 - Present
Sagemark Consulting / Lincoln Financial Advisors June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
New England Financial 2001 - 2003
Brinker Capital June 1999 - October 2000
Education
Hobart and William Smith Colleges 1995 — 1999
Lincoln Financial Advisors / Sagemark Consulting September 2011 - Present
Sagemark Consulting / Lincoln Financial Advisors June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
New England Financial 2001 - 2003
Brinker Capital June 1999 - October 2000
Education
Hobart and William Smith Colleges 1995 — 1999
Donald O'Hara's Brinker Capital Experience June 1997 - October 1999
Job COO & CCO AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
Jonathan Stetler's Brinker Capital Experience June 2004 - November 2010
Job Mutual Fund Income Specialist @ SEI Private Trust Company
Industry Financial Services
Experience
ASCENSUS Trading & investments November 2010 - Present
Brinker Capital June 2004 - November 2010
PFPC May 2000 - June 2004
Skills
Investments, Financial Services, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, Series 7, Equities, Series 63, Investment Strategies, Retirement Planning, ETFs, Portfolio Management, 401k, Retirement, Fixed Income, Trading
Education
Drew University 1994 — 1998
Pre-Law Studies
Governor Dummer Academy 1990 — 1994
ASCENSUS Trading & investments November 2010 - Present
Brinker Capital June 2004 - November 2010
PFPC May 2000 - June 2004
Skills
Investments, Financial Services, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, Series 7, Equities, Series 63, Investment Strategies, Retirement Planning, ETFs, Portfolio Management, 401k, Retirement, Fixed Income, Trading
Education
Drew University 1994 — 1998
Pre-Law Studies
Governor Dummer Academy 1990 — 1994
Michael High, CFA, CFP's Brinker Capital Experience October 2004 - July 2011
Job Senior Portfolio Manager at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group April 2015 - Present
McQueen, Ball & Associates August 2012 - April 2015
AP Lubrano & Co July 2011 - August 2012
Brinker Capital October 2004 - July 2011
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, ETFs, Asset Managment, Investments, Investment Advisory, Wealth Management, Equities, Financial Analysis, Securities, Financial Services, Private Equity, Due Diligence, Investment Management
Education
La Salle University 1998 — 2002
Prestige Wealth Management Group April 2015 - Present
McQueen, Ball & Associates August 2012 - April 2015
AP Lubrano & Co July 2011 - August 2012
Brinker Capital October 2004 - July 2011
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, ETFs, Asset Managment, Investments, Investment Advisory, Wealth Management, Equities, Financial Analysis, Securities, Financial Services, Private Equity, Due Diligence, Investment Management
Education
La Salle University 1998 — 2002
Jack Hess's Brinker Capital Experience June 2003 - March 2004
Job Retiree
Industry Financial Services
Experience
None April 2008 - Present
Dreyfus March 2004 - March 2008
Brinker Capital June 2003 - March 2004
Provident Investment Counsel December 1996 - March 2003
Lord Abbett February 1996 - December 1996
PaineWebber July 1991 - March 1996
prudential 1988 - 1991
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Fixed Income, Asset Allocation, Tax Law, Estate Planning, Series 63, Separately Managed..., Portfolio Management, Series 65, Asset Management, Wealth Management, Securities, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Services, ETFs, Retirement Planning
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD
Princeton University 1967 — 1971
Bachelor of Arts (BA), Politics
None April 2008 - Present
Dreyfus March 2004 - March 2008
Brinker Capital June 2003 - March 2004
Provident Investment Counsel December 1996 - March 2003
Lord Abbett February 1996 - December 1996
PaineWebber July 1991 - March 1996
prudential 1988 - 1991
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Fixed Income, Asset Allocation, Tax Law, Estate Planning, Series 63, Separately Managed..., Portfolio Management, Series 65, Asset Management, Wealth Management, Securities, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Services, ETFs, Retirement Planning
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD
Princeton University 1967 — 1971
Bachelor of Arts (BA), Politics
Brendan McConnell's Brinker Capital Experience 2000 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
Brinker Capital 2000 - Present
Education
Saint Joseph's University 1992 — 1996
Malvern Prep 1989 — 1992
Brinker Capital 2000 - Present
Education
Saint Joseph's University 1992 — 1996
Malvern Prep 1989 — 1992
Michael Kutsaya's Brinker Capital Experience Manager of Fixed Income Trade SupportLazard Asset Management1996 - 1999
Job Director of Operations at Brinker Capital
Industry Financial Services
Experience
Brinker Capital Manager of Fixed Income Trade SupportLazard Asset Management1996 - 1999
Skills
Securities, Mutual Funds, Series 7, Trading, Asset Allocation, Alternative Investments, Series 63, ETFs, Asset Management, Investments, Asset Managment, Hedge Funds, Equities, Portfolio Management, Investment Advisory, Wealth Management
Education
Drexel University - LeBow College of Business 1989 — 1994
High School
Brinker Capital Manager of Fixed Income Trade SupportLazard Asset Management1996 - 1999
Skills
Securities, Mutual Funds, Series 7, Trading, Asset Allocation, Alternative Investments, Series 63, ETFs, Asset Management, Investments, Asset Managment, Hedge Funds, Equities, Portfolio Management, Investment Advisory, Wealth Management
Education
Drexel University - LeBow College of Business 1989 — 1994
High School
Gerard Durham's Brinker Capital Experience January 2006 - March 2009
Job Sr. Business Analyst / Consultant at Addison Search
Industry Financial Services
Experience
Addison Search February 2010 - Present
Brinker Capital January 2006 - March 2009
Lockwood Financial / Bank of New York, Malvern Pa. 2004 - 2006
Lockwood Financial / Bank of New York, Malvern Pa. 2001 - 2004
Lockwood Financial / Bank of New York, Malvern Pa. 1999 - 2001
Delaware Investments / Lincoln Financial, Philadelphia Pa. 1996 - 1999
Skills
Investments, Equities, Fixed Income, Financial Services, Leadership, Analysis, Securities, Sales Operations, Trading, Management, Marketing Strategy, Account Reconciliation, Financial Analysis, Options, Finance, Training, Project Management, Mutual Funds, Private Equity, Corporate Actions, Relationship Management, Banking, Investment Advisory, Series 7
Education
Temple University 1990 — 1995
BS, Finance, Economics, International Business
Central High School 248 1985 — 1989
Addison Search February 2010 - Present
Brinker Capital January 2006 - March 2009
Lockwood Financial / Bank of New York, Malvern Pa. 2004 - 2006
Lockwood Financial / Bank of New York, Malvern Pa. 2001 - 2004
Lockwood Financial / Bank of New York, Malvern Pa. 1999 - 2001
Delaware Investments / Lincoln Financial, Philadelphia Pa. 1996 - 1999
Skills
Investments, Equities, Fixed Income, Financial Services, Leadership, Analysis, Securities, Sales Operations, Trading, Management, Marketing Strategy, Account Reconciliation, Financial Analysis, Options, Finance, Training, Project Management, Mutual Funds, Private Equity, Corporate Actions, Relationship Management, Banking, Investment Advisory, Series 7
Education
Temple University 1990 — 1995
BS, Finance, Economics, International Business
Central High School 248 1985 — 1989
James OHara's Brinker Capital Experience April 2015 - Present
Job Information Security
Industry Financial Services
Experience
Brinker Capital April 2015 - Present
Akcelerant August 2012 - April 2015
Automated Financial Systems August 2008 - June 2012
Brinker Capital October 2000 - July 2008
Prima Facie, Inc September 1997 - October 2000
United States Air Force August 1993 - July 1997
Skills
Information Security, SDLC, IT Strategy, Requirements Analysis, Microsoft SQL Server, Business Analysis, Disaster Recovery, Agile Methodologies, Vendor Management, Process Improvement, Software Project..., SQL, Risk Management, Visio, Project Management, IT Management, Database Design, Access, Business Process..., Troubleshooting, Business Continuity, Management, Security, Information Technology, Leadership
Education
Rochester Institute of Technology 1992 — 1993
Aerospace Engineering
Brinker Capital April 2015 - Present
Akcelerant August 2012 - April 2015
Automated Financial Systems August 2008 - June 2012
Brinker Capital October 2000 - July 2008
Prima Facie, Inc September 1997 - October 2000
United States Air Force August 1993 - July 1997
Skills
Information Security, SDLC, IT Strategy, Requirements Analysis, Microsoft SQL Server, Business Analysis, Disaster Recovery, Agile Methodologies, Vendor Management, Process Improvement, Software Project..., SQL, Risk Management, Visio, Project Management, IT Management, Database Design, Access, Business Process..., Troubleshooting, Business Continuity, Management, Security, Information Technology, Leadership
Education
Rochester Institute of Technology 1992 — 1993
Aerospace Engineering
Amit Dogra's Brinker Capital Experience May 2003 - January 2007
Job National Director Relationship Management, Practice Management & Field Marketing
Industry Financial Services
Experience
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
Stanley Kwok's Brinker Capital Experience October 2014 - September 2015
Job Director of Engineering / Chief Software Architect at Clinical Ink
Industry Information Technology and Services
Experience
Clinical Ink September 2015 - Present
Brinker Capital October 2014 - September 2015
Healthways (formerly Ascentia Health Care Solutions, LLC.) January 2013 - August 2014
Ascentia Health Care Solutions, LLC. May 2011 - January 2013
LiquidHub Inc. January 2005 - May 2011
Skills
Business Analysis, Integration, Software Project..., Agile Methodologies, SOA, SharePoint, SDLC, Enterprise Architecture, Software Development, Business Intelligence, Microsoft SQL Server, IT Strategy, Web Services, Program Management, .NET, Solution Architecture, Vendor Management
Education
Carnegie Mellon University 1995 — 1999
Bachelor's Degree, Electrical and Computer Engineering
Clinical Ink September 2015 - Present
Brinker Capital October 2014 - September 2015
Healthways (formerly Ascentia Health Care Solutions, LLC.) January 2013 - August 2014
Ascentia Health Care Solutions, LLC. May 2011 - January 2013
LiquidHub Inc. January 2005 - May 2011
Skills
Business Analysis, Integration, Software Project..., Agile Methodologies, SOA, SharePoint, SDLC, Enterprise Architecture, Software Development, Business Intelligence, Microsoft SQL Server, IT Strategy, Web Services, Program Management, .NET, Solution Architecture, Vendor Management
Education
Carnegie Mellon University 1995 — 1999
Bachelor's Degree, Electrical and Computer Engineering
Srinath Devulapalli's Brinker Capital Experience March 2007 - February 2012
Job Software Development Senior Engineer at Dell
Industry Computer Software
Experience
Dell September 2013 - Present
Comcast Cable February 2012 - September 2013
Brinker Capital March 2007 - February 2012
Horizon Blue Cross Blue Shield of NJ December 2006 - March 2007
YASU Technologies March 2006 - December 2006
Horizon Blue Cross Blue Shield of NJ August 2005 - January 2006
Skills
Web Services, ASP.NET, C#, Microsoft SQL Server, WCF, LINQ, jQuery, SQL, ASP.NET MVC, Agile Methodologies, XML, AJAX, .NET, Entity Framework, JavaScript, PL/SQL, Software Development, CSS
Education
Virginia Polytechnic Institute and State University 2000 — 2005
Indian Institute of Technology, Madras 1996 — 2000
B. Tech, Civil Engineering
Dell September 2013 - Present
Comcast Cable February 2012 - September 2013
Brinker Capital March 2007 - February 2012
Horizon Blue Cross Blue Shield of NJ December 2006 - March 2007
YASU Technologies March 2006 - December 2006
Horizon Blue Cross Blue Shield of NJ August 2005 - January 2006
Skills
Web Services, ASP.NET, C#, Microsoft SQL Server, WCF, LINQ, jQuery, SQL, ASP.NET MVC, Agile Methodologies, XML, AJAX, .NET, Entity Framework, JavaScript, PL/SQL, Software Development, CSS
Education
Virginia Polytechnic Institute and State University 2000 — 2005
Indian Institute of Technology, Madras 1996 — 2000
B. Tech, Civil Engineering
Walter Blanks's Brinker Capital Experience 2012 - Present
Job Data Management Analyst at Brinker Capital
Industry Financial Services
Experience
Brinker Capital 2012 - Present
Brinker Capital March 2008 - October 2012
Brinker Capital March 2008 - February 2011
Skills
Financial Analysis, Microsoft Excel, Mutual Funds, Financial Services, Investments, Asset Managment, Wealth Management, Customer Service, Due Diligence, 401k, Investment Strategies, Alternative Investments, Series 7, Business Analysis, Accounting, Investment Advisory
Education
Montgomery County Community College 1991 — 1993
Brinker Capital 2012 - Present
Brinker Capital March 2008 - October 2012
Brinker Capital March 2008 - February 2011
Skills
Financial Analysis, Microsoft Excel, Mutual Funds, Financial Services, Investments, Asset Managment, Wealth Management, Customer Service, Due Diligence, 401k, Investment Strategies, Alternative Investments, Series 7, Business Analysis, Accounting, Investment Advisory
Education
Montgomery County Community College 1991 — 1993
Tim Henry's Brinker Capital Experience October 1998 - January 2006
Job Experienced Managed Money Professional at Independent Consultant
Industry Financial Services
Experience
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Amy Magnotta's Brinker Capital Experience October 2006 - Present
Job Senior Investment Manager at Brinker Capital
Industry Investment Management
Morgan C. Gilligan's Brinker Capital Experience July 2000 - June 2002
Job Vice President Sr. Business Development Officer at Stewart Title Guaranty Company NYSE STC
Industry Real Estate
Experience
Stewart Title October 2011 - Present
Craftsmen Developers October 2010 - October 2011
Commercial Settlement Services, LLC July 2002 - October 2010
Brinker Capital July 2000 - June 2002
Bank of America June 1996 - May 2000
Skills
New Business Development, Business Development, Positioning, Marketing, Marketing Strategy, Real Estate, Due Diligence, Email Marketing, Negotiation, Strategic Planning, Investments, Loans, CRM, Mergers & Acquisitions, Management, Leadership, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Sales, Portfolio Management
Education
Mount Saint Mary's College 1993 — 1996
BS, Political Science, Business, Marketing
Stewart Title October 2011 - Present
Craftsmen Developers October 2010 - October 2011
Commercial Settlement Services, LLC July 2002 - October 2010
Brinker Capital July 2000 - June 2002
Bank of America June 1996 - May 2000
Skills
New Business Development, Business Development, Positioning, Marketing, Marketing Strategy, Real Estate, Due Diligence, Email Marketing, Negotiation, Strategic Planning, Investments, Loans, CRM, Mergers & Acquisitions, Management, Leadership, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Sales, Portfolio Management
Education
Mount Saint Mary's College 1993 — 1996
BS, Political Science, Business, Marketing
Wes Taylor's Brinker Capital Experience September 2002 - July 2004
Job Regional Consultant with Beaumont Capital Mgt
Industry Investment Management
Experience
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark December 2012 - October 2014
MFS Investment Management December 2006 - August 2012
BlackRock August 2004 - December 2006
Brinker Capital September 2002 - July 2004
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory
Education
Baylor University 1998 — 2001
BBA, Management & Business Strategy
Abilene Christian University 1996 — 1998
BBA Business Management
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark December 2012 - October 2014
MFS Investment Management December 2006 - August 2012
BlackRock August 2004 - December 2006
Brinker Capital September 2002 - July 2004
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory
Education
Baylor University 1998 — 2001
BBA, Management & Business Strategy
Abilene Christian University 1996 — 1998
BBA Business Management
J. Matthew Thompson's Brinker Capital Experience January 1994 - July 1996
Job Thompson Homes, LLC
Industry Construction
Experience
Thompson Homes, LLC June 2010 - Present
Brinker Capital January 1994 - July 1996
SEI September 1992 - January 1994
Skills
Green Building, Permitting, Real Estate, Construction, Residential, Home, Construction Management, Residential Homes, Real Estate Development, Contractors, Commercial Real Estate, Renovation, Selling, Negotiation, Strategic Planning, Land Development, Process Scheduler, Contract Management, Land Acquisition, Feasibility Studies, Value Engineering
Education
Gettysburg College 1988 — 1992
BA, Finance, Economics
Thompson Homes, LLC June 2010 - Present
Brinker Capital January 1994 - July 1996
SEI September 1992 - January 1994
Skills
Green Building, Permitting, Real Estate, Construction, Residential, Home, Construction Management, Residential Homes, Real Estate Development, Contractors, Commercial Real Estate, Renovation, Selling, Negotiation, Strategic Planning, Land Development, Process Scheduler, Contract Management, Land Acquisition, Feasibility Studies, Value Engineering
Education
Gettysburg College 1988 — 1992
BA, Finance, Economics
Jenny Zheng, CFA's Brinker Capital Experience 1998 - 2000
Job Finance Manager at RSC Equipment Rental
Industry Business Supplies and Equipment
Experience
RSC Equipment Rental 2008 - Present
KPMG 2005 - 2005
Pinnacle West Capital Corporation 2001 - 2005
Deutsche Bank 1999 - 2001
Brinker Capital 1998 - 2000
Skills
Financial Modeling, Financial Analysis
Education
Fudan University
BS, Economics
Temple University - Fox School of Business and Management
MBA, Finance
RSC Equipment Rental 2008 - Present
KPMG 2005 - 2005
Pinnacle West Capital Corporation 2001 - 2005
Deutsche Bank 1999 - 2001
Brinker Capital 1998 - 2000
Skills
Financial Modeling, Financial Analysis
Education
Fudan University
BS, Economics
Temple University - Fox School of Business and Management
MBA, Finance
Joe Sivick's Brinker Capital Experience January 2013 - January 2014
Job QA Analyst at M & T Bank
Industry Financial Services
Experience
QA Analyst at M & T Bank March 2015 - Present
LiquidHub February 2014 - March 2015
Brinker Capital January 2013 - January 2014
Exelon Energy February 2008 - December 2012
Exelon Energy February 2008 - July 2010
IVR StrategiesBank of America November 2004 - February 2008
Bank of America November 2004 - February 2007
DE-Operations Flex TeamBank of America/MBNA-USCC April 2004 - November 2004
Existing Customer CreditBank of America/MBNA-USCC October 2003 - April 2004
Abramson Cancer Research InstituteUniversity of Pennsylvania January 1997 - January 2003
Skills
Test Planning, Vendor Management, Business Analysis, SharePoint, Screenwriting, Visio, SDLC, SQL, Process Improvement, Oracle, Testing, Business Process..., Project Management, Program Management, Risk Management, CRM, Quality Center, Management, Quality Assurance, Analysis, Software Documentation, Requirements Analysis, MS Project, Resource Management, Business Intelligence, ITIL, Software Development, Business Process, Project Portfolio..., Data Analysis, Databases, Troubleshooting, Integration, PMP, Requirements Gathering, ERP, Software Project..., PMO, Enterprise Architecture, Data Warehousing, PeopleSoft, IT Strategy, Access, Microsoft SQL Server, Business Objects, Business Requirements, Team Leadership, Disaster Recovery, Agile Methodologies, Systems Analysis
Education
University of Pennsylvania 1998 — 2002
History
Montgomery County Community College 1989 — 1990
University of Pennsylvania
European History
QA Analyst at M & T Bank March 2015 - Present
LiquidHub February 2014 - March 2015
Brinker Capital January 2013 - January 2014
Exelon Energy February 2008 - December 2012
Exelon Energy February 2008 - July 2010
IVR StrategiesBank of America November 2004 - February 2008
Bank of America November 2004 - February 2007
DE-Operations Flex TeamBank of America/MBNA-USCC April 2004 - November 2004
Existing Customer CreditBank of America/MBNA-USCC October 2003 - April 2004
Abramson Cancer Research InstituteUniversity of Pennsylvania January 1997 - January 2003
Skills
Test Planning, Vendor Management, Business Analysis, SharePoint, Screenwriting, Visio, SDLC, SQL, Process Improvement, Oracle, Testing, Business Process..., Project Management, Program Management, Risk Management, CRM, Quality Center, Management, Quality Assurance, Analysis, Software Documentation, Requirements Analysis, MS Project, Resource Management, Business Intelligence, ITIL, Software Development, Business Process, Project Portfolio..., Data Analysis, Databases, Troubleshooting, Integration, PMP, Requirements Gathering, ERP, Software Project..., PMO, Enterprise Architecture, Data Warehousing, PeopleSoft, IT Strategy, Access, Microsoft SQL Server, Business Objects, Business Requirements, Team Leadership, Disaster Recovery, Agile Methodologies, Systems Analysis
Education
University of Pennsylvania 1998 — 2002
History
Montgomery County Community College 1989 — 1990
University of Pennsylvania
European History
Kristin Pilipzeck's Brinker Capital Experience June 2010 - Present
Job Operations Associate, Brinker Capital
Industry Investment Management
Experience
Brinker Capital June 2010 - Present
Camden Riversharks Baseball May 2009 - September 2009
Supercuts SoccerFest January 2009 - May 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, CRM, Event Management, Microsoft Office, Sponsorship
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science, Sport Management
Deakin University 2008 — 2008
Semester Abroad Program
Brinker Capital June 2010 - Present
Camden Riversharks Baseball May 2009 - September 2009
Supercuts SoccerFest January 2009 - May 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, CRM, Event Management, Microsoft Office, Sponsorship
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science, Sport Management
Deakin University 2008 — 2008
Semester Abroad Program
Anthony Farrar's Brinker Capital Experience August 2010 - May 2013
Job Liquidity and Funding Treasury Analyst at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group March 2014 - Present
Harvard Management Company September 2013 - March 2014
Federal Reserve Bank of Boston February 2014 - February 2014
Brinker Capital August 2010 - May 2013
The Vanguard Group June 2007 - July 2010
Skills
CFA Program: Passed..., FINRA Licensing: Series..., Microsoft Excel:..., Microsoft Excel, Asset Managment, Financial Analysis, Equities, Wealth Management, Securities, Mutual Funds, Portfolio Management, Series 6, Asset Allocation, Research, Financial Services, Bloomberg, Investments, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Lafayette College 2003 — 2007
Bachelor's degree, Economics & Business; Spanish
Saint Paul's School 1999 — 2003
RBS Citizens Financial Group March 2014 - Present
Harvard Management Company September 2013 - March 2014
Federal Reserve Bank of Boston February 2014 - February 2014
Brinker Capital August 2010 - May 2013
The Vanguard Group June 2007 - July 2010
Skills
CFA Program: Passed..., FINRA Licensing: Series..., Microsoft Excel:..., Microsoft Excel, Asset Managment, Financial Analysis, Equities, Wealth Management, Securities, Mutual Funds, Portfolio Management, Series 6, Asset Allocation, Research, Financial Services, Bloomberg, Investments, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Lafayette College 2003 — 2007
Bachelor's degree, Economics & Business; Spanish
Saint Paul's School 1999 — 2003
Greg Vradenburg's Brinker Capital Experience Principal and Managing Director of Investment ServicesPrincipalBrinker CapitalJune 1989 - Present
Job Principal at Brinker Capital
Industry Investment Management
Experience
Brinker Capital Principal and Managing Director of Investment ServicesPrincipalBrinker CapitalJune 1989 - Present
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Managment, Investments, Mutual Funds, Investment Advisory, Wealth Management, Series 7, ETFs, Retirement Planning, Series 63, Private Equity, Equities, 401k, Asset Management, Series 24, Uniform Combined State...
Education
Franklin University 1970 — 1973
BSBA
Brinker Capital Principal and Managing Director of Investment ServicesPrincipalBrinker CapitalJune 1989 - Present
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Managment, Investments, Mutual Funds, Investment Advisory, Wealth Management, Series 7, ETFs, Retirement Planning, Series 63, Private Equity, Equities, 401k, Asset Management, Series 24, Uniform Combined State...
Education
Franklin University 1970 — 1973
BSBA
Laurence Gillston's Brinker Capital Experience April 2001 - August 2006
Job Director at Forbes Family Trust
Industry Financial Services
Experience
Forbes Family Trust April 2012 - Present
LGL Partners April 2012 - Present
Arch Street Advisors March 2011 - April 2012
Independence Capital Partners August 2006 - February 2011
Brinker Capital April 2001 - August 2006
IAS Investments November 1996 - March 2001
Skills
Asset Management, Investments, Private Equity, Capital Markets, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investor Relations, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Financial Markets, Leadership, Financial Reporting, Accounting, Securities, Mutual Funds, Due Diligence, Real Estate, Investment Strategies, Equities, Financial Modeling, Venture Capital, Fund Of Funds, Valuation, Investment Management, Fixed Income, Investment Advisory, Bloomberg, Equity Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS, Finance
Temple University 1990 — 1993
BS, Statistics & Management
Forbes Family Trust April 2012 - Present
LGL Partners April 2012 - Present
Arch Street Advisors March 2011 - April 2012
Independence Capital Partners August 2006 - February 2011
Brinker Capital April 2001 - August 2006
IAS Investments November 1996 - March 2001
Skills
Asset Management, Investments, Private Equity, Capital Markets, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investor Relations, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Financial Markets, Leadership, Financial Reporting, Accounting, Securities, Mutual Funds, Due Diligence, Real Estate, Investment Strategies, Equities, Financial Modeling, Venture Capital, Fund Of Funds, Valuation, Investment Management, Fixed Income, Investment Advisory, Bloomberg, Equity Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS, Finance
Temple University 1990 — 1993
BS, Statistics & Management
James Judge, CFA's Brinker Capital Experience December 2005 - July 2006
Job Portfolio Manager at Forefront Analytics
Industry Investment Management
Experience
GKFO, LLC January 2010 - Present
Forefront Analytics, LLC January 2010 - Present
City of London Investment Management Plc January 2007 - July 2009
Brinker Capital December 2005 - July 2006
The Vanguard Group June 2004 - December 2005
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Pension Funds, Retirement Planning, Investment Management, Institutional..., Investment Strategies, Fund Of Funds, Financial Risk, ETFs, Mutual Funds, Fixed Income, Bloomberg
Education
Boston College 2000 — 2004
Finance, Finance, Investment Management, Accounting, Economics
Malvern Prep 1996 — 2000
GKFO, LLC January 2010 - Present
Forefront Analytics, LLC January 2010 - Present
City of London Investment Management Plc January 2007 - July 2009
Brinker Capital December 2005 - July 2006
The Vanguard Group June 2004 - December 2005
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Pension Funds, Retirement Planning, Investment Management, Institutional..., Investment Strategies, Fund Of Funds, Financial Risk, ETFs, Mutual Funds, Fixed Income, Bloomberg
Education
Boston College 2000 — 2004
Finance, Finance, Investment Management, Accounting, Economics
Malvern Prep 1996 — 2000
Jennifer Dukes Sugalski's Brinker Capital Experience July 2013 - April 2015
Job Sr. Associate Portfolio Ops Wealth and Asset Management at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Brinker Capital July 2013 - April 2015
Brinker Capital July 2010 - July 2013
Brinker Capital March 2010 - July 2010
Brinker Capital January 2010 - March 2010
Nuveen Investments July 2007 - December 2009
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Account Reconciliation, Investments, Portfolio Management
Education
Gwynedd Mercy University 2004 — 2007
Bachelor's, Business Administration, Finance
Capital One April 2015 - Present
Brinker Capital July 2013 - April 2015
Brinker Capital July 2010 - July 2013
Brinker Capital March 2010 - July 2010
Brinker Capital January 2010 - March 2010
Nuveen Investments July 2007 - December 2009
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Account Reconciliation, Investments, Portfolio Management
Education
Gwynedd Mercy University 2004 — 2007
Bachelor's, Business Administration, Finance
Bryan Parthemore's Brinker Capital Experience June 2003 - October 2003
Job Owner, The Putaway Tennis Shop
Industry Retail
Experience
The Putaway Tennis Shop October 2003 - Present
Brinker Capital June 2003 - October 2003
Brinker Capital December 2001 - June 2003
Brinker Capital September 1998 - December 2001
PNC January 1996 - May 1998
Skills
Investments, Sales, Asset Management, Lead Generation, Customer Service, Mutual Funds, New Business Development, Equities, Training, Management, Strategic Planning, Leadership, Asset Allocation, Financial Analysis, Financial Services
Education
Cabrini College 1998 — 2000
BS, Business Administration
Villanova University 1993 — 1995
Finance
The Putaway Tennis Shop October 2003 - Present
Brinker Capital June 2003 - October 2003
Brinker Capital December 2001 - June 2003
Brinker Capital September 1998 - December 2001
PNC January 1996 - May 1998
Skills
Investments, Sales, Asset Management, Lead Generation, Customer Service, Mutual Funds, New Business Development, Equities, Training, Management, Strategic Planning, Leadership, Asset Allocation, Financial Analysis, Financial Services
Education
Cabrini College 1998 — 2000
BS, Business Administration
Villanova University 1993 — 1995
Finance
Adam M. Borochaner's Brinker Capital Experience September 2015 - Present
Job Investment Consultant at Brinker Capital
Industry Consumer Services
Experience
Brinker Capital September 2015 - Present
Brinker Capital February 2014 - Present
J.G. Wentworth April 2010 - January 2014
West Chester Area School District March 2010 - July 2010
Sherwin-Williams Paints May 2009 - April 2010
Skills
Account Management, Product Management, Inside Sales, Sales, Marketing, Sales Management, Training, Lead Generation, Lead Development, Finance, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Marketing
Salesianum High School 2001 — 2005
Brinker Capital September 2015 - Present
Brinker Capital February 2014 - Present
J.G. Wentworth April 2010 - January 2014
West Chester Area School District March 2010 - July 2010
Sherwin-Williams Paints May 2009 - April 2010
Skills
Account Management, Product Management, Inside Sales, Sales, Marketing, Sales Management, Training, Lead Generation, Lead Development, Finance, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Marketing
Salesianum High School 2001 — 2005
Jaclyn Conboy's Brinker Capital Experience September 2011 - Present
Job Administrative Assistant at Brinker Capital
Industry Insurance
Experience
Brinker Capital September 2011 - Present
Independence Financial Associates November 2009 - Present
Independence Financial Associates November 2009 - May 2011
Education
Chestnut Hill College 2005 — 2009
Bachelors, Marketing
Brinker Capital September 2011 - Present
Independence Financial Associates November 2009 - Present
Independence Financial Associates November 2009 - May 2011
Education
Chestnut Hill College 2005 — 2009
Bachelors, Marketing
Patrick Tiberio's Brinker Capital Experience March 2009 - January 2011
Job Investment Manager Services at SEI
Industry Investment Management
Experience
SEI December 2010 - Present
Brinker Capital March 2009 - January 2011
Brinker Capital September 2008 - March 2009
Brinker Capital May 2008 - September 2008
Brinker Capital January 2006 - May 2008
Education
Cabrini College 2002 — 2006
Bachelor of Science, Finance
SEI December 2010 - Present
Brinker Capital March 2009 - January 2011
Brinker Capital September 2008 - March 2009
Brinker Capital May 2008 - September 2008
Brinker Capital January 2006 - May 2008
Education
Cabrini College 2002 — 2006
Bachelor of Science, Finance
Shueb Chowdhury's Brinker Capital Experience April 2012 - January 2013
Job SAT Lead at Vanguard
Industry Computer Software
Experience
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Bruce Cao's Brinker Capital Experience November 2000 - September 2009
Job Owner at Cao Films
Industry Restaurants
Experience
Cao Films May 2014 - Present
Le Viet Restaurant April 2010 - Present
Brinker Capital November 2000 - September 2009
Skills
Management
Education
Penn State University 1994 — 1998
Bachelor of Science, Management Science and Information System
Creative and Performing Arts H.S. 1989 — 1994
Visual Art
Cao Films May 2014 - Present
Le Viet Restaurant April 2010 - Present
Brinker Capital November 2000 - September 2009
Skills
Management
Education
Penn State University 1994 — 1998
Bachelor of Science, Management Science and Information System
Creative and Performing Arts H.S. 1989 — 1994
Visual Art
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY