Brown Advisory
Industry: Company
DescriptionFounded: 1998 Subsidiaries: Signature Financial Management, Inc.,
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Brown Advisory Employees
Brown Advisory July 2014 - Present
The MIL Corporation December 2010 - July 2014
The MIL Corporation July 2013 - September 2013
Aromi d' Italia January 2009 - January 2010
Baltimoresun.com May 2008 - August 2008
Spectrum K12 School Solutions May 2007 - May 2008
Skills
Marketing, Marketing Communications, Public Relations, Advertising, Program Management, Integrated Marketing, Press Releases, Public Speaking, Proposal Writing, Newsletters, Editing, Direct Mail, Social Media, Business Development, Social Media Marketing, Adobe Creative Suite, Brand Awareness, Trade Shows, Online Advertising, Sales, Social Networking, InDesign
Education
Towson University 2004 — 2008
Bachelor of Arts, Mass Communications: Advertising/ Public Relations
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
T. Rowe Price April 2013 - Present
T. Rowe Price April 2012 - Present
Vision Technology Services March 2011 - April 2012
SJG Consulting December 2010 - March 2011
Brown Advisory March 2002 - December 2010
Skills
Business Analysis, Project Management, Business Intelligence, Disaster Recovery, Integration, CRM, Project Planning, Business Process, System Administration, Requirements Analysis, Vendor Management, Software Project..., Process Improvement, Visio, Microsoft SQL Server, SQL, Software Documentation, SSRS, Leadership, SDLC, Management, Requirements Gathering, Analysis, Business Requirements, Troubleshooting, Consulting, Strategic Planning, Technical Support, Software Implementation, Information Technology, Cross-functional Team..., Team Leadership, MS Project, Systems Analysis, Change Management, Business Process..., Risk Management, Financial Services, Access, Software Development, IT Strategy, Databases, Enterprise Software, Bloomberg, Investments, Back Office, Asset Allocation, Business Strategy, Project Portfolio..., Agile Methodologies
Education
Stevenson University
Litman Gregory Asset Management, LLC June 2013 - Present
Brown Advisory November 2007 - May 2013
Nonprofit Industry January 2003 - November 2007
Goldman Sachs June 2000 - November 2002
Lombard Securities Incorporated 1997 - 1999
Alex. Brown & Sons 1996 - 1996
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2009
M.B.A
Vanderbilt University 1996 — 2000
B.S. Human & Organizational Development, Fine Arts
Roland Park Country School
Brown Advisory June 2014 - Present
Brown Advisory February 2014 - May 2014
M&T Bank November 2013 - January 2014
Village Inn May 2010 - August 2012
Silver Spring Mining Company January 2010 - May 2010
United Parcel Service November 2009 - January 2010
Self Employed June 2004 - August 2008
Skills
Microsoft Office, Business Strategy, Data Analysis, Financial Analysis, Management, Banking, Payroll
Education
Randolph-Macon College 2008 — 2013
Bachelor of Arts (B.A.), Business/Economics
Loyola Blakefield 2004 — 2008
High School Degree
Brown Advisory June 2015 - June 2015
DT China(Shanghai) Ltd May 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, English, Social Networking, Event Planning
Education
Queens University of Charlotte 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment Specialization, GPA 3.90/4.0
Lycée du Parc Imperial 2005 — 2012
Baccalauréat Scientifique, Mention Très Bien
Brown Advisory June 2013 - June 2015
TIAA-CREF September 2012 - January 2013
Marston Beacon Hill August 2011 - August 2012
Ebenezers Pub January 2008 - August 2008
Skills
Personable, Confident, Attention To Detail, Fast Learner, Observant, Team Motivator, Motivated, Asset Management, Project Management
Education
Suffolk University 2010 — 2012
Bachelor of Science in Finance
Brooks School
U.S. Trust July 2015 - Present
PNC Wealth Management October 2013 - July 2015
Brown Advisory June 2011 - February 2013
FTI Consulting May 2009 - August 2009
T. Rowe Price May 2008 - August 2008
T. Rowe Price May 2007 - August 2007
Skills
Sales, Financial Analysis, Analysis, Finance, Risk Management, Financial Modeling, Valuation, Marketing, Microsoft Excel
Education
Loyola Blakefield
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
Brown Advisory February 2014 - Present
G1440 2013 - 2014
Northeast Foods, Inc October 2008 - September 2013
Alex. Brown & Sons 1993 - 2001
Skills
Investments, Contract Negotiation, Microsoft Office, Teaching, Succession Planning, Equities, Employee Relations, Training, Employee Benefits, Employment Law, Human Resources, Marketing, Recruiting, Management, Personnel Management, Strategic Human..., FMLA, Customer Service, Sales, Consulting, Strategic Planning, Team Building, Strategy, Leadership
Education
University of Richmond 1983 — 1987
Bachelor's degree, Psychology
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Psychology
Roland Park Country School
Diploma, High School/Secondary Diplomas and Certificates
WisdomTree Asset Management May 2015 - Present
Brown Advisory November 2013 - January 2015
Morgan Stanley July 2013 - November 2013
Huntley Taverne September 2008 - December 2012
UBS Financial Services Inc June 2012 - August 2012
Fedway Associates June 2011 - August 2011
Gabriele Fitness and Performance September 2008 - May 2009
Education
Loyola University Maryland
Bachelor of Business Administration, Marketing
The Catholic University of America
Brown Advisory August 2015 - Present
American Community Management May 2013 - July 2015
American Community Management September 2010 - May 2013
BB&T November 2007 - September 2010
Old Navy November 2004 - January 2008
Skills
Marketing, Sales, Customer Service, Outlook, Event Planning, Social Media Marketing, Email Marketing, Microsoft Excel, Social Networking, Time Management, Customer Retention, PowerPoint, Facebook, Retail, Microsoft Office, Microsoft Word, Social Media, Blogging, Training, Coaching, Management, Leadership, Strategic Planning
Education
Towson University 2005 — 2009
Bachelor of Science
Carroll Community College 2006 — 2007
Associates Degree
Brown Advisory January 2013 - Present
Glass, Lewis & Co. January 2007 - December 2012
Galileo Learning November 2005 - December 2006
Seneca Center October 2004 - February 2006
University of California June 2002 - January 2004
Lockheed Martin June 2001 - August 2001
Skills
Microsoft Office, Data Analysis, Research, Project Management, Salesforce.com
Education
Towson University 1999 — 2003
Bachelor of Arts, Mass Communications, Philosophy
Brown Advisory April 2014 - Present
Morgan Stanley December 2011 - Present
Brothers Services Company November 2010 - October 2011
Towson University August 2009 - November 2010
Skills
Sales, Digital Media, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Renovation, Management, Investments, Team Building, PowerPoint, Marketing Strategy, Social Media, Financial Modeling, Bloomberg, Coaching, Cold Calling
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Management & Society
PNC July 2013 - Present
Planning Solutions Group LLC March 2011 - June 2013
Brown Advisory August 2008 - August 2009
T. Rowe Price October 2005 - April 2008
T. Rowe Price October 2003 - October 2005
T. Rowe Price June 1999 - October 2003
Skills
401k, Investments, Relationship Management, Mutual Funds, Management, Marketing, Strategy, Strategic Planning, Leadership, Retirement Planning
Education
Towson University 1990 — 1994
BS, Economics/Political Science
M Yacht Services May 2013 - Present
Brown Advisory July 2012 - February 2013
Mckenzie Christopher Associates, Inc March 2003 - July 2012
Skills
SharePoint, Citrix, Networking, Technical Support, Troubleshooting, Network Security, Vendor Management, Software Installation, Computer Hardware, Windows 7, Information Technology, IT Strategy, Integration, OS X, Windows Server, Windows, Process Improvement, Microsoft Office, XP, Change Management, Outlook, Microsoft Excel, System Administration, Network Administration, PMO, VMware, Security, Disaster Recovery
Education
St Marys High School
The Catholic University of America
Brown Advisory 2015 - 2015
Brown Advisory 2015 - 2015
Aflac July 2014 - August 2014
Gap Inc./Gap May 2013 - August 2013
Gap Inc./Gap May 2012 - August 2012
Gap Inc./Gap May 2011 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-speaking, Apparel, Research, Data Analysis, Economics, Psychology, Spanish Literature, Organization, Communication, Writing, Typing, Tutoring, Acting, Sports, Public Speaking, Leadership, Teamwork, Marketing, Sales
Education
University of Rochester 2011 — 2015
Bachelor’s Degree, Economics, Psychology, Spanish, Dean's List Student
Loch Raven High School 2007 — 2011
Brown Advisory February 2013 - Present
Brown Advisory Funds May 2012 - Present
Brown Advisory Funds, PLC 2008 - Present
Brown Advisory September 1997 - February 2013
Alex Brown 1990 - 1997
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1990
MBA, Finance
University of Rochester 1983 — 1987
BS, Neuroscience
Brown Advisory March 2009 - March 2015
Winslow Management Company, Green Investing Since 1983™ January 2008 - March 2009
Canaccord Genuity Inc. November 2003 - January 2008
Thomson Financial September 2001 - November 2003
Skills
CRM, Management, Sales, Investments, Equities, Financial Services, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Event Planning
Education
Tufts University 1997 — 2001
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
J.P. Morgan May 2014 - Present
Brown Advisory July 2009 - May 2014
Naden/Lean, LLC June 2009 - July 2009
Naden/Lean, LLC May 2008 - May 2009
Brown Advisory May 2008 - August 2008
Mercy Works of CNY January 2008 - May 2008
Skills
SEO, Materials Management, Database Administration, Email Marketing, Market Research, Marketing, SEM, Advertising, Analysis, Sales, Nonprofits, Salesforce.com, Competitive Analysis, Microsoft Office, Social Media, Marketing Strategy, Management, Event Planning, Marketing Communications, New Business Development, Strategic Planning, Business Development, Lead Generation, Mutual Funds
Education
Syracuse University 2005 — 2009
Marketing, Marketing
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Marketing
John Carroll 2001 — 2005
Brown Advisory May 2015 - Present
Massage Envy Spa March 2015 - May 2015
KEADWorks March 2014 - August 2014
HGS Radio September 2013 - October 2013
Eyeblack July 2013 - September 2013
iblack February 2013 - June 2013
Capital Icon July 2012 - August 2012
Skills
Adobe Creative Suite, Microsoft Office, Speed Reading, Typing, Typography, Illustration, Layout, Mac, PC, InDesign, Logo Design, package design, Photoshop, Adobe Muse, Flash Animation, Art Direction, Posters, Corporate Branding, Branding & Identity, 2D Design, 3D Design, Google Docs
Education
The Art Institute of Washington 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
RLI November 2011 - Present
Global Indemnity 2009 - 2010
Liberty Mutual Insurance 2007 - 2009
AIG 2001 - 2007
Brown Advisory 1998 - 2001
Ferris Baker Watts October 1998 - November 1999
Skills
Underwriting, Casualty, Insurance, Analysis, Financial Risk, Brokers, Commercial Insurance, Property & Casualty..., Commercial Lines, Liability, Risk Management, Reinsurance, Employment Practices..., Claims Management, Casualty Insurance, Workers Compensation, General Insurance
Education
Towson University 1987 — 1992
B.S., English - Writing Concentration
Brown Advisory Credit AnalystBrown AdvisoryJuly 2015 - Present
DST Brokerage Solutions June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Valuation, Bloomberg, Finance, Investments, PowerPoint, Microsoft Office, Accounting, Portfolio Management, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
University of Notre Dame
Brown Advisory May 2013 - Present
Credo Capital Management, LLC September 2008 - February 2013
T. Rowe Price Associates August 1999 - September 2008
Skills
Equities, Asset Managment, Relationship Management, Project Management, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2009
MBA
University of Virginia 1976 — 1978
Skidmore College 1974 — 1976
Brown Advisory January 2015 - Present
Friends School of Baltimore June 2012 - January 2015
WCEV, LLC January 2008 - January 2015
Johns Hopkins University School of Medicine November 2010 - June 2012
Stevenson University May 2009 - March 2010
Stevenson University August 2008 - May 2009
Skills
System Administration, Microsoft Exchange, Mac OS X, Linux, DNS, TCP/IP, DHCP, Network Design, ISA, Information Management, Windows Server, Windows 7, Active Directory, XP, VMware, SharePoint, Windows XP, Cisco Technologies, Group Policy, OS X, Technical Support, Networking, Servers, Troubleshooting, Hardware, Operating Systems, System Deployment, SCCM, Help Desk Support, Security, Switches, Backup Exec, Computer Security, Windows, WSUS, Cisco IOS, Cloud Computing, Microsoft Office, Desktop Computers, Enterprise Software, Network Administration, VBScript, Public Speaking, Virtualization, Network Security, Computer Hardware, Disaster Recovery, Social Media, Research, Software Documentation
Education
Towson University
Master's Degree, IS Management
Stevenson University 2005 — 2010
Bachelor of Sciences, Computer Information Systems, Network Design Track
Johns Hopkins Computer Career InstituteDec 2007 2005 — 2007
Master Certificate, PC/Network Design with Security
Boys' Latin School of Maryland 2001 — 2005
High School Diploma
Jemicy
BlackRock March 2015 - Present
Brown Advisory September 2014 - March 2015
SEI September 2011 - September 2014
BlackRock October 2005 - September 2011
Education
FINRA 2003 — 2005
Series 65, Uniform Investment Adviser
FINRA 2001 — 2005
Series 7, General Securities Representative
Temple University
BA
Brown Advisory May 2015 - Present
LG Electronics July 2014 - March 2015
Robinson Investment Firm, LLC December 2013 - January 2015
Monster Energy July 2012 - June 2014
Gohn, Hankey, Stichel & Berlage, LLP April 2011 - January 2012
Skills
Hydraulics, Time Management, SketchUp, AutoCAD, Customer Service, AutoCAD Architecture, Architectural Drawings, Sustainable Design, Marketing, Intelligence, Mathematics, Microsoft Office, Managerial Finance, Accounting, Real Estate Investment
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice and Criminology
Parkville High School 2004 — 2008
Magnet, Mathematics and Science
Brown Advisory May 2005 - Present
SunTrust Bank March 2003 - May 2005
M&T Bank July 1991 - March 2003
Skills
Wealth Management, Administrative..., Financial Services, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Customer Service, Process Improvement, Banking
Education
Cannon Financial Institute 2012 — 2014
CTFA certification, Trust/Investment Management
The Community College of Baltimore County
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Brown Advisory May 2014 - Present
SC&H Group December 2004 - May 2014
EMC/Legato 2002 - 2004
System Source 1998 - 2002
Skills
Troubleshooting, Computer Hardware, Microsoft Office, Servers, Hardware, Databases, SharePoint, Software Installation, VMware, Active Directory, Help Desk Support, Team Building, Microsoft Exchange, Customer Service, Process Improvement, Program Management, Virtualization, Windows Server, Project Management, Microsoft SQL Server, SQL, Team Leadership, System Deployment, System Administration, Disaster Recovery, Microsoft Excel, Visio, Laptops, Enterprise Architecture, Access, Technical Support, Information Technology, Requirements Analysis, Analysis
Education
Salisbury University - Perdue School of Business 1995 — 1998
BS, Infomation Systems
Wells Fargo Advisors March 2015 - Present
UBS Financial Services Inc. November 2012 - March 2015
Brown Advisory January 2012 - October 2012
Carney Tire & Car Care Center October 2011 - January 2012
A-Rocket Fireworks April 2007 - September 2011
The Catholic University of America August 2009 - May 2011
Aliquippa Industrial Park April 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Customer Service, Event Planning, Investments, Social Networking, Mutual Funds
Education
The Catholic University of America 2007 — 2011
B.S.B.A., International Economics and Finance
Moon Area Senior High School 2003 — 2007
HS Diploma
J.P. Morgan April 2015 - Present
Fiduciary Trust International of Delaware February 2013 - April 2015
Brown Advisory July 2011 - February 2013
BOLLINGER INSURANCE, PRIVATE CLIENT GROUP April 2008 - July 2011
BROWN & BROWN OF DELAWARE, INC July 2004 - April 2008
MARSH USA, INC February 2004 - July 2004
Brooks McCall & Associates 1993 - 2002
Education
Widener University School of Law 1998 — 2001
Juris Doctorate
University of Delaware 1987 — 1991
B.A
Brown Advisory July 2015 - Present
Virginia Commonwealth University May 2013 - June 2015
University of Richmond June 2012 - April 2013
Apple Retail June 2010 - April 2013
Circuit City May 2005 - December 2007
Skills
Computer Hardware, Windows, SQL, Microsoft Office, OS X, Photoshop, Customer Service, Databases, XP, iLife, Mac, iPhone, Windows 7, Troubleshooting, Technical Support, Windows XP, Mac OS, iOS, Help Desk Support, Hardware, iPad
Education
Radford University 2004 — 2010
Bachelor of Science (BS), Computer and Information Sciences, General
Brown Advisory April 2015 - Present
Brown Advisory July 2014 - April 2015
Brown Advisory March 2013 - July 2014
Interac September 2009 - December 2012
Skills
Human Resources
Education
University of Baltimore 2014 — 2017
Master of Science (M.S.), Industrial and Organizational Psychology
University of Maryland College Park
Bachelor of Arts (B.A.), Psychology
Human Rights First 2011 - Present
International Center for Research on Women (ICRW) August 2010 - February 2011
SAFARI TECHNICAL STAFFING May 2010 - August 2010
Brown Advisory October 2008 - February 2010
Geek Squad September 2007 - September 2008
MD Zoo 2008 - 2008
Technisource October 2006 - September 2007
TEK Systems April 2002 - August 2006
Constellation Energy 2003 - 2004
Fidelity & Deposit Co September 1997 - April 2002
Skills
Microsoft Exchange, Windows XP, Citrix, Technical Support, Windows, DNS, Help Desk Support, Troubleshooting, Cisco Technologies, Blackberry Enterprise..., DHCP, Network Administration, Software Installation, TCP/IP, Security, Laptops, Windows Server, Project Management, System Deployment, Hardware, SCCM, Group Policy, LAN-WAN, IT Operations, Apple, Mac OS X, OS X, Software Documentation, Enterprise Software, Blackberry, Microsoft Certified..., Wireless Networking, WAN, Windows 7, iPhone Support, Android, Windows 8.1, Windows 10, HTML5, CSS
Education
Towson University
Business Administration, Finance
USAF Air University
Communications, Computer Systems
Shot Tower Capital January 2014 - Present
M&T Bank March 2011 - January 2014
Brown Advisory June 2009 - August 2009
Skills
Corporate Finance, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Investments, Bloomberg, Capital Markets, Portfolio Management, Private Equity, Mergers & Acquisitions
Education
Washington and Lee University 2006 — 2010
BS, Business Administration with Special Attainments in Commerce
London School of Economics and Political Science 2008 — 2008
Gilman 1999 — 2006
Brown Advisory November 2002 - Present
National Cathedral School September 2007 - Present
Tudor Place Historic House and Garden December 2007 - Present
Alex Brown & Sons and successor firms July 1976 - November 2002
Skills
Investments, Equities, Asset Management, Valuation, Securities, Portfolio Management, Private Equity, Mutual Funds, Wealth Management, Fixed Income
Education
Wharton School, University of Pennsylvania 1964 — 1966
MBA
Washington and Lee University 1960 — 1964
Bachelor of Arts (B.A.)
Chestnut Hill Academy 1948 — 1960
diploma
Brown Advisory 2008 - 2012
First Mariner Bank September 2007 - April 2008
Skills
Software, Customer Service, Customer Satisfaction, Office Administration, Organizational..., Microsoft Office
Education
Strayer University-Maryland 2011 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
The Community College of Baltimore County 2007 — 2011
Associate's degree, Business Administration and Management, General
Brown Advisory January 2013 - Present
Morgan Stanley February 2011 - January 2013
Morgan Stanley June 2008 - February 2011
Education
University of Maryland College Park 2004 — 2008
BA, Marketing
Neff & Associates Medical Malpractice Insurance June 2012 - Present
Berlin Chamber of Commerce December 2009 - May 2012
Brown Advisory August 2008 - April 2009
Alex Brown Investment Management October 2002 - August 2008
Deutsche Bank August 2000 - October 2002
Skills
Marketing, Social Media, Public Speaking, Public Relations, Marketing Strategy, Event Planning, New Business Development, RFP, Strategic Planning, Program Management, Social Media Marketing, Email Marketing, Customer Service, Social Networking
Education
University of North Carolina at Wilmington 1989 — 1993
BA, Psychology
Brown Advisory 2009 - Present
FBR Wealth Management Group 1999 - 2009
Potomac Asset Management 1997 - 1999
The World Bank 1996 - 1996
Sanford C. Bernstein 1984 - 1994
Education
Radcliffe Publishing Procedures Course 1980 — 1980
Intensive course on magazine and book publishing
Trinity College Dublin 1978 — 1979
H. Dip., Anglo Irish Literature
The George Washington University 1975 — 1977
BA, Philosophy
Brown Advisory March 2011 - Present
The Children's Peace Center 2011 - Present
Freelance Writing/Editing/Marketing Communications 2010 - Present
North Harford Road Community Association 1994 - Present
Aerotek 2010 - 2011
T. Rowe Price 2001 - 2009
T. Rowe Price 1994 - 2001
T. Rowe Price 1989 - 1994
T. Rowe Price 1983 - 1989
Skills
Proposal Writing, RFP, RFI, Editing, Fundraising, Process Improvement, Team Building, Market Research, Project Management, Marketing Communications, Management, Microsoft Office, Microsoft Word, Public Speaking, Competitive Analysis, Newsletters, Strategy, Marketing, Nonprofits, Time Management, Cross-functional Team..., Recruiting, Leadership
Education
Towson University 1974 — 1978
B.A.
Brown Advisory July 2014 - Present
Begal Enterprises, Inc.Disaster Restoration Specialists September 2011 - March 2014
Uncle Julio's Rio Grande Cafe 2010 - 2011
California Pizza Kitchen September 2007 - April 2010
Skills
Social Media Marketing, Computer Applications, Social Networking, Social Media, Facebook, Salesforce.com, Blogging, Lead Generation, Leadership, Fundraising, Marketing Strategy, Final Cut Pro, Time Management, Strategic Partnerships, Spanish, Community Outreach, Entrepreneurship, Customer Service, Broadcast, Strategic Planning, Nonprofits, Microsoft Office, Market Research, CRM
Education
University of Maryland University College
Bachelor of Arts (B.A.), Communications
University of Maryland College Park
Communications
Full Society September 2014 - Present
Brown Advisory 2012 - August 2015
Brotman Financial Group 2010 - 2012
Skills
Strategic Financial..., Portfolio Management, Retirement, Investments, Asset Managment, Insurance, Financial Analysis, Series 7, Fixed Income, Alternative Investments, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Equities, Asset Allocation, Asset Management, Financial Planning
Education
The Johns Hopkins University - Carey Business School 2014 — 2016
Master of Business Administration (MBA), Double concentration: Finance, Real Estate
The Johns Hopkins University 2005 — 2009
Bachelor's degree, Economics
Brown Advisory June 2013 - Present
Morgan Stanley June 2011 - May 2013
Legg Mason Capital Management June 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Research
Education
Washington and Lee University 2007 — 2011
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2009 — 2009
Bryn Mawr School for Girls 1995 — 2007
Brown Advisory June 2015 - Present
Skyed LLC March 2013 - June 2015
Brown Advisory June 2014 - August 2014
Ocean Recovery Alliance May 2013 - July 2013
WorldTeach July 2012 - August 2012
Skills
Stata, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Data Analysis, Python, Statistics, Economics, Qualitative Research, Financial Modeling, Market Research, Research, Strategy, English
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics
Peddie School 2007 — 2011
Brown Advisory July 2014 - Present
Brown Advisory June 2013 - Present
Morgan Stanley January 2010 - June 2013
Morgan Stanley January 2010 - June 2013
National Association of Youth Courts April 2009 - January 2010
Marlene Kurland Makeup Artistry January 2009 - January 2010
G.1440 January 2009 - May 2009
Community Analytics April 2008 - May 2009
Chick-fil-A August 2001 - April 2008
Skills
Marketing, Management, Business Analysis, Training, Teamwork, Research, Interviews, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Customer Service, Advertising, CRM, Collateral Management, Market Research, Leadership
Education
Towson University 2005 — 2009
Bachelors of Science, Business and Marketing
Brown Advisory February 2013 - Present
Oppenheimer & Co. July 2010 - February 2013
Oppenheimer & Co. July 2007 - July 2010
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration, Finance
Boys' Latin School of Maryland 1999 — 2003
Brown Advisory June 2015 - August 2015
Moroch Partners September 2014 - December 2014
TBC May 2014 - August 2014
Read Nola March 2014 - May 2014
U.S. Department of Veterans Affairs July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Data Analysis, Customer Service, Research, Social Media, Public Speaking, Teamwork, Event Planning, Leadership, Marketing
Education
Tulane University 2012 — 2016
Finance and Marketing Major, Psychology Minor
Brown Advisory October 2013 - Present
T. Rowe Price May 2012 - October 2013
General Electric – Middle River Aircraft Systems November 2007 - May 2012
Skills
Time Management, Troubleshooting, Team Building, Analysis, Product Development, Project Planning, PowerPoint, Microsoft Word, Microsoft Office, Continuous Improvement, Process Improvement, Training, Coaching, Microsoft Excel, Finance, Data Analysis, Customer Service
Education
University of Baltimore 2014 — 2017
Master's degree, Finance, General
University of Baltimore 2010 — 2012
Undergrad, Finance
The Community College of Baltimore County 2007 — 2009
Associates Degree, Business Administration
Brown Advisory June 2015 - Present
Electric Boat August 2012 - May 2014
Electric Boat July 2011 - August 2012
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance Concentration
The Catholic University of America 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering
Fairfield College Preparatory School 2003 — 2007
High School
Brown Advisory May 2015 - Present
BCS, Incorporated February 2012 - May 2015
Maxim Healthcare Services March 2010 - January 2012
Maxim Healthcare Services August 2008 - February 2010
ABC Financial Services January 2007 - April 2008
University of Central Arkansas August 2005 - June 2006
Skills
Active Directory, Windows 7, Windows Server, Microsoft Exchange, SharePoint, Technical Support, Help Desk Support, Network Administration, Firewalls, Telecommunications, Network Security, Troubleshooting, Servers, DHCP, Networking, VMware, Windows System..., Databases, Group Policy, Software Documentation, XP, System Administration, Disaster Recovery, DNS, Windows XP, IIS
Education
University of Central Arkansas 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Cain Brothers & Company, LLC July 2014 - Present
Consensus Advisors June 2013 - August 2013
Brown Advisory June 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
B.S.B.A with Distinction, Concentration in Finance
Towson High 2006 — 2010
Brown Advisory June 2015 - Present
Highmount Capital January 2012 - June 2015
Highmount Capital August 2009 - December 2011
North American Management June 2007 - July 2009
Skills
Financial Modeling, Asset Management, Microsoft Office, Valuation, Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Research, PowerPoint, Alternative Investments, Microsoft Excel, Social Media
Education
Trinity College-Hartford 2005 — 2009
B.A., Economics
Accelovance, Inc. November 2014 - Present
Autism Challenges - www.autismchallenges.com August 2014 - Present
mindSHIFT Technologies May 2010 - May 2014
EarthLink Business November 2012 - March 2013
Brown Advisory December 2008 - February 2010
Goodwill Industries International, Inc August 2004 - December 2008
Games Workshop America, Inc May 2001 - August 2004
Sylvan Learning March 1998 - May 2001
Sylvan Learning March 1998 - May 2001
Integrity One Partners (formerly PRIZUM) November 1996 - March 1998
Skills
Disaster Recovery, Information Management, Technology Integration, Data Center, VoIP, Managed Services, Virtualization, Hosting, Cloud Computing, IT Operations, Integration, Security, Enterprise Software, SaaS, Telecommunications, Networking, Information Technology, Management, Network Administration, Infrastructure, IT Service Management, Project Management, Technical Support, IP, Leadership, Storage, IT Management, IT Outsourcing, Network Engineering, Professional Services, VMware
Education
University of Maryland Baltimore County 1989 — 1996
Information Systems Management
West Morris Central HS, Chester, NJ 1985 — 1989
Brown Advisory March 2015 - Present
T. Rowe Price September 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Studio West Interiors April 2013 - February 2014
Ink Monstr April 2013 - June 2013
Under Armour November 2012 - April 2013
Vail Resorts October 2012 - April 2013
Real Baby May 2011 - December 2011
SkiingMagazine & SkiingInteractive May 2011 - September 2011
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Facebook, Digital Photography, Social Media, Web Design, Photography, Microsoft Office, Marketing, CS5, Social Media Marketing, Skiing, Graphics, WordPress, Final Cut Pro, HTML5, Mac, Video Editing, Graphic Design, Dreamweaver, Flash, Social Networking, Teamwork, PowerPoint, Layout, Branding & Identity, Microsoft Excel, Organizing, Team Leadership, Pinterest, Art Direction, Employee Training
Education
University of Colorado at Boulder 2008 — 2012
BA, Studio Arts
Garrison Forest School 2004 — 2008
High School
Brown Advisory January 2012 - Present
Legg Mason Capital Management January 2009 - January 2012
Legg Mason Capital Management April 2004 - January 2009
Legg Mason Capital Management 2004 - 2008
Legg Mason Capital Management 2001 - 2004
Legg Mason Capital Management January 1996 - January 2001
Skills
Equities, Investments, Mutual Funds, Asset Management, Account Reconciliation, Human Resources, Recruiting, Training, Securities, Employee Benefits
Education
University of Baltimore 1994 — 1996
BA, Interdisciplinary Studies
Loch Raven High School 1988 — 1991
Brown Advisory June 2015 - Present
Highmount Capital December 2014 - June 2015
Highmount Capital May 2012 - December 2014
bring10 December 2011 - July 2012
Highmount Capital June 2011 - May 2012
New York Yankees June 2009 - August 2009
Education
Princeton University 2008 — 2012
BA, Economics/Politics
Culver Academies 2005 — 2008
Brown Advisory June 2015 - Present
Highmount April 2014 - Present
City National Rochdale October 2011 - March 2014
Hartford Business Improvement District January 2011 - May 2011
Wiley, Malehorn, Sirota and Raynes May 2009 - June 2010
Skills
PowerPoint, Marketing Strategy, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Editing, Marketing, InDesign, Data Entry, CMS, CRM, Meeting Planning, Conference Coordination, Twitter, Public Speaking, Facebook, Social Media, Event Planning
Education
Trinity College-Hartford 2007 — 2011
B.S.
Brown Advisory January 2015 - Present
Brown Advisory July 2012 - December 2014
Cambridge Associates June 2008 - July 2012
Skills
Portfolio Management, Investments, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg Terminal, Performance Reporting, Project Management, Team Management, Personnel Management, Portfolio Performance...
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
BA, Economics & Art History
Brown Advisory October 2013 - Present
PNC Wealth Management June 2011 - October 2013
Paradigm Title & Escrow, LLC September 2005 - May 2011
Footlocker.com, Inc / Eastbay, Inc 2005 - 2007
Skills
Wealth Management, Analysis, Portfolio Management, Investments, Risk Management, Finance, Sales, Customer Service, Social Media, PowerPoint, Asset Allocation, Microsoft Excel, Mortgage Lending, Outlook, Microsoft Office, Microsoft Word, Financial Services, Banking
Education
University of Baltimore School of Law 2012 — 2015
Doctor of Law (JD)
University of Baltimore Merrick School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Maryland Baltimore County 2007 — 2011
B.S, Financial Economics
Thomas S. Wootton High School
Brown Advisory March 2013 - Present
University of Delaware June 2010 - February 2013
Kalmar Investments November 2000 - June 2010
Education
Towson University 1984 — 1987
Bachelor's degree, Business Administration and Management, General
Global Environment Fund March 2012 - July 2013
The Wharton School 2011 - June 2013
Injaro Investments January 2011 - May 2011
Kiva August 2010 - December 2010
BBR Partners February 2008 - July 2010
Brown Advisory June 2006 - September 2007
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Valuation, Venture Capital, Due Diligence, Emerging Markets, Corporate Finance, Hedge Funds, Investment Banking, Asset Managment, Portfolio Management, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Maryland College Park
Brown Advisory June 2013 - Present
Global Domain Partners LLC June 2012 - December 2012
Johns Hopkins University January 2012 - December 2012
Agora Publishing January 2012 - February 2012
Mercury Air Group June 2011 - August 2011
Skills
Financial Modeling, Quantitative Research, Volatility Arbitrage, Economics, Risk Management, Microsoft Excel, Hedge Funds, Investments, Fixed Income, Time Series Analysis, Derivatives, Quantitative Analytics, Bloomberg Terminal
Education
The Johns Hopkins University 2009 — 2012
Economics, Civil Engineering
Punahou School 2001 — 2009
Graduation With Honors
Brown Advisory August 2015 - Present
HireStrategy May 2014 - July 2015
Nordstrom October 2013 - April 2014
Nordstrom June 2013 - September 2013
Rent The Runway August 2012 - May 2013
Horse Boutique 2012 - August 2012
Madewell 2011 - May 2011
Donni Charm 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Impromptu Speaking, Public Relations, Social Media Marketing, Facebook, Sales, Marketing
Education
University of Colorado at Boulder 2009 — 2013
Bachelor's of Arts and Sciences, Communication, General
Severn School 2005 — 2009
Brown Advisory February 2015 - Present
Morgan Stanley December 2012 - December 2014
Electra Information Systems May 2012 - July 2012
Legg Mason November 2006 - January 2012
Legg Mason April 2006 - October 2006
Legg Mason September 2002 - March 2006
Legg Mason October 2001 - August 2002
Legg Mason March 2000 - September 2001
Skills
Client Billing, Account Administration, Business Analysis, Project Management, System Conversion, Procedure Development, Process Improvement, Process Design, Risk Management, Relationship Management, Invoicing, Accounts Receivable, User Acceptance Testing, Regression Testing, Financial Services, Back Office, Equities, Fixed Income, Leadership, Finance, Management, Portfolio Management
Education
Salisbury University 1994 — 1997
Bachelor of Science, Business Administration
Brown Advisory May 2015 - Present
The Honorable David A. Boynton, Montgomery County Circuit Court May 2014 - August 2014
Katten Muchin Rosenman LLP May 2013 - August 2013
MLB Advanced Media July 2011 - November 2012
The Atlantic September 2010 - July 2011
The Lansco Corporation July 2009 - August 2009
Washington Nationals June 2008 - August 2008
Washington Nationals June 2007 - August 2007
Skills
Social Media, Social Media Marketing, Digital Media, Advertising, Microsoft Office, Sponsorship, Sales, PowerPoint, Marketing, Microsoft Excel, Facebook, Event Planning, Social Networking
Education
The Catholic University of America 2013 — 2016
Doctor of Law (J.D.), Law
Villanova University 2006 — 2010
Marketing, Major
Brown Advisory December 2013 - Present
Brown Advisory September 2012 - November 2013
Morgan Stanley February 2011 - September 2012
Skills
Bloomberg, Fixed Income, Portfolio Management, Trading
Education
Old Dominion University - College of Business and Public Administration 2004 — 2009
Finance, Finance, Accounting
Brown Advisory January 2015 - Present
Brown Advisory June 2012 - Present
Claymore C. Sieck July 2008 - May 2012
The Baltimore City State's Attorney's Office May 2007 - July 2008
Skills
Management, Budgets, Microsoft Office, Strategic Planning, Customer Service, Web Design, Microsoft Excel, PowerPoint, Project Management, New Business Development
Education
Susquehanna University 2001 — 2005
BA, Political Science, 3.69
New York University February 2014 - Present
United States Air Force May 2013 - Present
Miller's Island Propeller October 2011 - May 2013
Johns Hopkins Eating Disorder Program Fundraiser July 2011 - October 2011
Eastern Sales and Engineering June 2006 - July 2011
Brown Advisory June 2010 - August 2010
Skills
Portfolio Management, Strategy, Kindness, Caring, Friendly Personality, Music Lover, Strategic Planning, Fun Loving, Teamwork, Leadership, Customer Service, PowerPoint, Research, Social Media, Microsoft Office, Microsoft Excel
Education
St. Mary's College of Maryland 2007 — 2011
Bachelors of Science and Art, Economics
St. Mary's College of Maryland-Satellite Campus 2009 — 2009
Bachelor of Arts (BA), Economics
Brown Advisory September 2013 - Present
The Earthquake Commission September 2012 - May 2013
T. Rowe Price March 2012 - September 2012
The Earthquake Commission July 2011 - January 2012
Mid-Atlantic Offices February 2010 - February 2011
Girls' Life magazine January 2009 - January 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Sales, Management
Education
University of Maryland College Park 2006 — 2009
Bachelor of Arts (B.A.), Journalism
West Virginia University 2004 — 2006
Brown Advisory April 2015 - Present
Deutsche Bank August 1996 - April 2002
Education
Towson University 1984 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
B'More Clubhouse 2012 - Present
Brown Advisory September 2011 - Present
Rockefeller & Co., Inc. March 2009 - January 2011
Citi Private Bank 2004 - 2009
Goldman Sachs April 2000 - June 2004
Standard & Poor's October 1998 - April 2000
Money Magazine May 1995 - October 1998
Skills
Strategic Communications, Marketing, Creative Direction, Marketing Strategy, Financial Services, Investments, Advertising, Branding & Identity
Education
University of Pennsylvania - The Wharton School 1988 — 1993
BS Econ, M&T: Engineering and Economics
ST. John's High School, Shrewsbury, MA 1984 — 1988
Brown Advisory Summer Analyst, International Trade DivisionVirginia Economic Development PartnershipJuly 2014 - August 2014
University of Virginia Community Credit Union May 2014 - June 2014
Skills
Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Research, Microsoft Office
Education
University of Virginia 2012 — 2016
B.A. Economics; B.A.Public Policy & Leadership (Batten School)
The London School of Economics and Political Science (LSE)
Marketing Strategy for Management
Episcopal High School 2009 — 2012
Dunbar Cybersecurity August 2015 - Present
Bailiwick Search Group February 2015 - Present
Stanley Black & Decker , Inc. March 2013 - February 2015
Brown Advisory March 2011 - March 2013
TESSCO Technologies May 2010 - February 2011
Skills
Human Resources, Recruiting, Sales Operations, Onboarding, Employee Relations, Talent Acquisition, Performance Management, Management, Talent Management, Temporary Placement, SDLC, Customer Service, Applicant Tracking..., Screening, Leadership, Internet Recruiting, Taleo, HRIS, Employee Benefits, Event Planning, Time Management, Personnel Management, Payroll, Training, Interviews, Microsoft Office, Organizational..., Networking, Sourcing, College Recruiting, Employee Engagement, Technical Recruiting, Analysis, Hiring, Negotiation, New Hire Orientations, Succession Planning, Benefits Negotiation, Deferred Compensation, Workforce Planning
Education
Stevenson University 2006 — 2010
Bachelor of Science, Human Services; Human Resources Administration
Villa Julie College
Zesty, Inc. August 2015 - Present
SendGrid January 2015 - July 2015
SendGrid March 2014 - December 2014
SendGrid July 2013 - March 2014
Burkenroad Equity Research August 2011 - May 2012
Brown Advisory June 2011 - August 2011
Skills
Ruby, Ruby on Rails, Start-ups, Entrepreneurship, Microsoft Excel, Venture Capital, Financial Modeling, Go, Javascript, Python, SQL, CSS, HTML, jQuery, RubyMotion, CoffeeScript, Git, Deleting things, Laughter Yoga, Kung Fu, AJAX
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance, Energy Specialization
Gilman School 2001 — 2008
Brown Advisory March 2014 - Present
T. Rowe Price October 2011 - April 2014
T. Rowe Price September 2005 - October 2011
Deutsche Bank July 2002 - September 2005
Deutsche Bank Alex. Brown October 1998 - July 2002
T. Rowe Price May 1995 - October 1998
T. Rowe Price January 1995 - May 1995
T. Rowe Price April 1994 - January 1995
T. Rowe Price November 1992 - April 1994
Education
Towson University 1989 — 1992
Loyola Blakefield 1984 — 1987
Brown Advisory June 2015 - August 2015
China International Capital Corporation (CICC) August 2014 - September 2014
Kenry.com June 2014 - August 2014
Texas Monthly May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Research, Stata, FactSet, Bloomberg, Teamwork, Data Analysis, Leadership, Teaching, Editing
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course
Vassar College 2012 — 2016
Bachelor's degree, Economics
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Kelly & Associates Insurance Group June 2014 - Present
Brown Advisory December 2013 - April 2014
Perry & Waters, LLP June 2013 - October 2013
Skills
Benefits Administration, Enrollment Services, Reporting & Analysis, Microsoft Excel, Administrative...
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Brown Advisory January 2015 - Present
Brown Advisory March 2000 - December 2014
Brown Advisory November 1997 - March 2000
Skills
Employee Relations, Benefits Administration, Human Resources, HRIS, Payroll, Management, Strategic Planning, Accounting, Account Reconciliation, Organizational..., Talent Management, Onboarding
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
Master of Business Administration (MBA), Human Resources Development
Salisbury University 1991 — 1993
BA, Psychology
Brown Advisory February 2015 - Present
Catholic University School of Social Work July 2013 - May 2014
Catholic Charities Tenant Empowerment Network September 2013 - April 2014
Cushman & Wakefield August 2012 - March 2013
DC Reviving Baseball in Innercities July 2006 - August 2012
Glazer March 2012 - June 2012
DRC February 2011 - December 2011
A Greater Washington - Fields of Dreams July 2006 - November 2008
Brandon & Associates April 2006 - November 2008
Skills
Fundraising, Public Policy, Event Planning, Public Speaking, Policy, Government, Public Health, Policy Analysis, Event Management, Public Relations, Strategic Planning, Strategic Communications, Grant Writing, Non-profit..., Management, Heavy Calendaring, Travel Management
Education
The Johns Hopkins University 2008 — 2008
Graduate Certificate, Non-Profit Management
The George Washington University 2001 — 2005
Bachelor of Arts (B.A.), Political Science - Public Policy Focus
Brown Advisory January 2014 - Present
The Institute of Internal Auditors Baltimore Chapter June 2012 - Present
E*TRADE Financial March 2013 - January 2014
PricewaterhouseCoopers January 2011 - March 2013
FTI Consulting February 2010 - January 2011
KPMG LLP December 2004 - July 2009
Amerigas Propane 2004 - 2004
Skills
CPA, CIA in process, Auditing, Internal Audit, Financial Audits, Operational Audits, Assurance, Advisory reviews, Sarbanes-Oxley, Controls Optimatization, SOX Program Implement, Internal Controls..., Financial Risk, Internal Controls, Interviews, Process Flow, Visio, Financial Reporting, Financial Accounting, SEC filings, GAAP, Financial Analysis, Forensic Accounting, Corporate Fraud..., Project Management, Staff Supervision, Risk Management, Business Process, Financial Statements, Finance, US GAAP, Enterprise Risk..., Sarbanes-Oxley Act, SEC Filings
Education
University of Maryland University College 2002 — 2003
BS, Accounting
University of Maryland College Park 1995 — 2000
BS, Music Education
North Carroll High 1991 — 1995
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
Brown Advisory June 2015 - Present
Fidelity & Guaranty Life February 2012 - June 2015
Standard Insurance September 2008 - January 2012
Christiana Bank & Trust July 2008 - August 2008
Christiana Bank & Trust July 2006 - July 2008
Christiana Bank & Trust July 2003 - July 2006
Skills
Fixed Income, Portfolio Management, Investments, Trading, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Analysis, Asset Management, Risk Management, Financial Modeling, Hedge Funds, Securities, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BS
University of Delaware
Goldman Sachs April 2010 - Present
Brown Advisory March 2008 - Present
Education
University of Baltimore 2005 — 2007
MBA, Finance
University of Rajasthan
Brown Advisory September 2013 - Present
Morgan Stanley Investment Management April 2007 - September 2013
Morgan Stanley Investment Management December 2005 - April 2007
Morgan Stanley June 2004 - September 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Management, Relationship Management, Institutional..., Asset Managment, Institutional, Institutional Sales, Asset Management, Hedge Funds, Financial Services, Fund Of Funds, Investment Strategies, Separately Managed..., Investment Advisory, Asset Allocation, Investments, Fixed Income, Sales
Education
MBA, Saint Joseph's University, Haub School of Business
Masters of Business Administration, Finance concentration
Saint Joseph's University 1999 — 2003
Bachelor of Science, Marketing
St. Joseph's Prep 1995 — 1999
Brown Advisory June 2003 - Present
Education
University of Richmond - Robins School of Business 2000 — 2003
BSBA, Finance
University of Richmond 1999 — 2003
Brown Advisory ManagerTrustco Bank1992 - 1997
Skills
Alternative Investments, Asset Management, Asset Managment, Financial Analysis, Financial Services, Asset Allocation, Fixed Income, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Strategic Financial..., Wealth Management, Financial Modeling
Education
State University of New York - System 1983 — 1985
Brown Advisory October 2005 - Present
First Union/Wachovia 1999 - 2005
Deutsche Bank 1998 - 1999
Alex. Brown & Sons 1980 - 1998
Education
The Johns Hopkins University 1975 — 1979
Calvert, Gilman
Calvert, Gilman
Calvert, Gilman
Calvert, Gilman
Brown Advisory May 2012 - Present
Summit Strategies Group 2007 - June 2012
CFA Society 2010 - 2011
St Louis CFA Society 2003 - 2010
Anheuser-Busch 1998 - 2005
Anheuser-Busch Companies, Inc. 1998 - 2005
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds, Portfolio Management
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Finance
Brown Advisory August 2010 - Present
FSP 2004 - August 2010
HMS Golf 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Mergers & Acquisitions, Investments, Equities, Institutional..., Financial Services, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Portfolio Management, Financial Modeling, Asset Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
USAA March 2014 - Present
USAA July 2011 - March 2014
USAA June 2007 - June 2011
Brown Advisory April 2002 - April 2007
Deutsche Banc Alex. Brown January 2001 - May 2002
Deutsche Banc Alex. Brown June 1999 - January 2001
Alex Brown and Sons July 1996 - May 1999
United States Securities and Exchange Commission July 1994 - July 1996
United States Securities and Exchange Commission September 1991 - July 1994
Lord Day & Lord September 1988 - September 1991
Education
Tulane University Law School
Master of Laws (LL.M.)
Willamette University College of Law
Juris Doctor (J.D.)
Stony Brook University
Bachelor's Degree
Justin Retirement March 2009 - Present
Crawford Advisors January 2008 - February 2009
Brown Advisory March 2003 - December 2007
D.B. Alex Brown 1998 - 2003
Skills
Portfolio Management, Series 7, Retirement, Investments, Equities, Mutual Funds, Wealth Management, Series 63, 401k
Education
Salisbury University 1993 — 1997
Brown Advisory June 2015 - Present
Highmount Capital October 2002 - Present
Skills
Relationship Management, Client Services, Entrepreneurship, Alternative Investments, Valuation, Risk Management, Investments, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Rutgers University-New Brunswick
Bachelor’s Degree
Brown Advisory March 2010 - Present
Global Data Consultants October 2007 - March 2010
Legg Mason 2000 - 2007
OnePoint Communications 1998 - 1999
Skills
VoIP, Cisco, Active Directory, VMware, Citrix, Juniper, Cisco Technologies
Education
University of Pittsburgh 1995 — 1999
Miller Investment Management September 2008 - Present
Lindsay Criswell LLC June 2008 - Present
Mercantile Bankshares 2003 - 2007
Brown Advisory April 2000 - December 2002
Morgan Stanley Investment Management January 1996 - January 2000
Miller Anderson and Sherrerd October 1985 - January 1996
JPMorgan Chase February 1981 - October 1984
US Treasury January 1980 - February 1981
Federal Reserve Board September 1976 - January 1980
Education
The George Washington University 1977 — 1980
MA, Economics
Princeton University 1972 — 1976
BA, Economics
STT
The MBA Investment Fund, LLC 2013 - 2015
Bares Capital Management June 2014 - August 2014
The Edgar Lomax Company June 2008 - July 2013
Brown Advisory June 2007 - May 2008
T. Rowe Price May 2006 - August 2006
Skills
Equities, Fixed Income, Portfolio Management, Economics, Investment Strategies, Investments, Financial Analysis, Trading, Valuation, Bloomberg, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Management and Energy Finance, GPA 3.8, GMAT 710
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Finance and Economics, GPA 3.8
Wells Fargo Bank December 2006 - Present
Wells Fargo 2006 - Present
Brown Advisory April 1992 - December 2005
Education
University of Maryland College Park 1984 — 1989
BA, Political Science
Princeton Theological Seminary September 2009 - Present
Mizo Society of America January 2009 - December 2009
Brown Advisory March 2009 - August 2009
Legg Mason Capital Management January 2007 - October 2008
Food and Drug Administration (FDA) June 2000 - January 2006
Skills
Securities, Financial Services, Valuation, Investment Management, Equity Trading, Small Business, Equity Valuation, Asset Allocation, Banking, Strategy
Education
University of Maryland College Park 2003 — 2006
BS, Finance
Brown Advisory April 2015 - Present
Hardesty Capital Management February 1999 - April 2015
Mercantile Safe Deposit and Trust Company January 1990 - February 1999
Skills
Portfolio Management, Equities, Fixed Income, Asset Allocation, Investments, Mutual Funds, Asset Management, Equity Research, Securities, Capital Markets, Valuation, Bloomberg, Investment Strategies, Wealth Management, Bonds, Financial Modeling, Financial Analysis, Equity Valuation
Education
The University of Texas at Austin 1985 — 1989
BA, Government
Independent Marketing Consultant January 2014 - Present
Brown Advisory July 2007 - July 2009
Bignell Watkins Hasser August 2002 - July 2007
Carl M. Freeman Associates August 2000 - November 2001
Skills
Public Relations, Marketing Strategy, Advertising, Blogging, Strategy, Marketing, Internal Communications, CRM, Lead Generation, Strategic Planning, Email Marketing, Marketing Communications, Budgets, Management, Proposal Writing, Project Management
Education
George Mason University - School of Management 1996 — 1999
M.B.A., Marketing
University of Maryland College Park 1988 — 1990
B.A.
AMF Concierge Service LLC July 2009 - Present
Brown Advisory April 2004 - August 2007
Deutsche Banc Alex. Brown October 1997 - May 2003
Skills
Project Planning, Event Planning, Office Management, Microsoft Office 2003,..., Quickbooks, Small Business
Education
University of Pittsburgh 1983 — 1987
BA, Russian and Political Science
Schulte Roth & Zabel LLP May 2014 - August 2014
Marval, O'Farrell & Mairal June 2013 - August 2013
Brown Advisory June 2012 - August 2012
Fenton Nelson, LLP July 2009 - May 2012
1 Lacrosse, LLC August 2008 - July 2009
CM&F GROUP, INC June 2007 - August 2007
Skills
Litigation, Westlaw, Legal Research, Legal Writing, Appeals, Civil Litigation, Trials, Commercial Litigation, Courts, Intellectual Property, Mediation, Licensing, Litigation Support, Corporate Law, Health Law
Education
University of Michigan Law School 2012 — 2015
Doctor of Law (J.D.)
University of Notre Dame 2004 — 2008
BA, Political Science
CBRE July 2013 - Present
Barclays March 2013 - May 2013
Barclays May 2010 - March 2013
Gruppo Levey & Co. October 2009 - May 2010
Deutsche Bank June 2008 - June 2009
Lehman Brothers 2006 - 2006
Brown Advisory 2006 - 2006
Skills
Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Notre Dame 2004 — 2008
Bachelor of Science (BS), Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Finance
Spotfront 2014 - 2015
VIVE Lifestyle 2014 - 2014
Greenwich Associates 2012 - 2013
Brown Advisory 2011 - 2012
Brown Advisory 2010 - 2010
Chesapeake Bay Foundation 2004 - 2007
Education
University of Pennsylvania 2006 — 2011
BA
St. Paul's School 1995 — 2006
Brown Advisory Manager RFP Support GroupT. Rowe Price1996 - 2008
T. Rowe Price Associates 1996 - 2008
T. Rowe Price 2004 - 2007
Education
Towson University 1990 — 1994
BA, Economics/Political Science
US Trust February 2014 - Present
Brown Advisory March 2008 - January 2014
Mercantile Safe Deposit & Trust Company 1994 - 2008
Skills
Outlook, Investments, Administrative..., Portfolio Management, Series 7, Mutual Funds, Asset Management
Education
Randolph-Macon College 1987 — 1991
B.A., Sociology Minor-Religion
Brown Advisory 2009 - Present
T Rowe Price 2005 - 2009
CitiFinancial 2002 - 2005
T Rowe Price 1998 - 2002
Education
Towson University 1987 — 1992
BS, Economics and Political Science
Brown Advisory December 2011 - Present
Brown Advisory October 2009 - December 2011
RBC Wealth Managment June 2009 - October 2009
Smith Barney June 2008 - August 2008
Skills
Equities, Asset Allocation
Education
Tufts University 2005 — 2009
BA, Economics, History
Friends School of Baltimore 2001 — 2005
Reltio, Inc October 2014 - Present
MMJ Ventures July 2012 - Present
NSB Advisors December 2011 - July 2012
Brown Advisory July 2009 - December 2011
UBS Investment Bank 1995 - 2009
Education
University of Denver 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1982
Bachelor's Degree, Economics
Brown Advisory January 2014 - Present
Brown Advisory March 2011 - January 2014
Brown Advisory September 2008 - March 2011
Skills
Investments, Financial Analysis, Bloomberg, Analysis, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Private Equity, Investment Management, Microsoft Excel, Data Analysis, Business Analysis, Strategic Planning, Business Strategy, Portfolio Management, Mutual Funds, Financial Services, Management, Finance, Valuation, Equities, Fixed Income, Asset Allocation, Hedge Funds
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S., General Business
Brown Advisory April 2014 - Present
Freese and Nichols March 2013 - March 2014
UNC School of Government October 2010 - March 2013
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Arts (B.A.), Communication Studies
Monitor Deloitte (Deloitte Consulting) August 2015 - Present
Deloitte Consulting August 2014 - Present
Deloitte Consulting July 2012 - August 2014
Johns Hopkins University August 2011 - May 2012
Brown Advisory August 2011 - December 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - August 2011
RuffaloCODY February 2010 - May 2011
Camp Wildwood June 2010 - August 2010
Echo Research June 2008 - August 2008
Skills
Management Consulting, Business Process..., Business Process..., Organizational Design, Leadership Alignment, Financial Regulation, Change Management, IT..., Project Management, Performance Dashboards, MS Office (PPT, Excel,..., Spanish language, Personal Training, Rowing and Sculling
Education
The Johns Hopkins University 2008 — 2012
B.A., International Studies
St. Paul's School 2004 — 2008
High School Degree
Universitat Pompeu Fabra
Brown Advisory January 2013 - Present
CDK Group LLC April 2005 - Present
Mezzacappa Management June 2002 - April 2005
Arthur Andersen LLP September 2000 - June 2002
Perelson Weiner LLP June 1998 - March 2000
Skills
Hedge Funds, Accounting, Financial Reporting, Investments, Tax, Asset Management, Audit, Portfolio Management, Internal Controls, SEC reporting, Compliance, Financial Accounting, Fund Of Funds, Private Equity, US GAAP, CPA, Fund Accounting
Education
Queens College 1996 — 2000
BA, Accounting Information Systems, Economics
U.S District Court for the District of Maryland September 2014 - Present
Hogan Lovells May 2013 - August 2013
Brown Advisory May 2011 - July 2011
The Conservation Fund August 2009 - May 2011
Deutsche Bank June 2008 - August 2008
Skills
Legal Writing, Research, Sustainability, Environmental Policy, Policy Analysis, Grant Writing, Nonprofits, Fundraising, Community Outreach
Education
University of Virginia School of Law 2011 — 2014
Doctor of Law (J.D.)
Princeton University 2005 — 2009
A.B., History, French
Brown Advisory April 2014 - Present
GenSpring Family Offices November 2002 - April 2014
GenSpring Family Ofices 2002 - April 2014
Skills
Wealth Management, Investments, Investment Advisory, Alternative Investments, Estate Planning, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Hedge Funds, Investment Management, Private Equity, Financial Planning, Due Diligence, Portfolio Management, Mergers, Investment Strategies, Financial Modeling, Finance, Financial Services, Management, Valuation, Risk Management, Securities, Mutual Funds
Education
University of Florida 1981 — 1986
Master of Science (MS), Accounting specialization in tax
T. Rowe Price December 2012 - Present
Brown Advisory April 2008 - December 2012
Skills
Asset Allocation, Investment Strategies, Retirement Planning, High Net Worth..., Financial Reporting, Forecasting, Due Diligence, Internal Controls, Economics, Account Reconciliation, Quantitative Analytics, Executive Management, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of Maryland Baltimore County 1991 — 1995
Bachelor of Arts (B.A.)
loch raven
Chaac Ventures April 2015 - Present
Arrowroot Capital September 2013 - February 2015
K1 Capital July 2013 - October 2013
Princeton University September 2009 - June 2013
Brown Advisory June 2012 - July 2012
BOLDstart Ventures June 2011 - September 2011
Skills
Venture Capital, Research, Public Speaking, Entrepreneurship, Economics, Financial Modeling, Fundraising, Financial Analysis, Strategy, Private Equity, Stata, Data Analysis, Investments, Valuation, Bloomberg, Analysis, Market Research, Statistics, Spanish, International Relations, Corporate Finance
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
The Lawrenceville School 2006 — 2009
NewDay USA December 2013 - Present
NewDay USA June 2013 - December 2013
Brown Advisory September 2012 - June 2013
Brown Advisory October 2011 - September 2012
Ansam Metals Corporation March 2011 - September 2011
ICAT Logistics July 2010 - January 2011
Clear Channel Radio September 2009 - January 2010
Skills
Social Media, Account Management, Interviews, Troubleshooting, Leadership, Budgets, Analysis, Strategic Planning, Microsoft Office, Customer Service, Marketing Strategy, Sales, Management, Facebook, New Business Development, PowerPoint, Lacrosse, Microsoft Excel, Advertising, Strategy, Analytics, Salesforce.com, Marketing, Time Management, Microsoft Word, Event Planning, Research, Social Networking, Teamwork, Social Media Marketing
Education
University of Maryland Baltimore County 2006 — 2010
B.A.
Glenelg
CBRE May 2014 - Present
Brown Advisory October 2013 - December 2013
Federal Reserve Bank of Boston May 2012 - August 2012
Conservation New Hampshire January 2011 - May 2011
Education
HBX Harvard Business School
CORe: Business Analytics, Economics for Managers, and Financial Accounting, Pass with Honors
Southern New Hampshire University 2010 — 2012
B.A. Environmental Managment, Minor Business Administration, 3.98 G.P.A. Summa Cum Laude
Brown Advisory 2013 - Present
Brown Brothers Harriman 1999 - 2013
Stein Roe & Farnham 1992 - 1999
Kemper Financial Corporation 1991 - 1992
Skills
Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investments, Equities, Securities, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Capital Markets, Investment Management, Finance, Leadership, Sales & Marketing..., Operations Management, Asset Management, Bloomberg, Wealth Management...
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington and Lee University 1987 — 1991
Bachelor of Arts, Economics
Episcopal High School of Jacksonville 1982 — 1987
Brown Advisory November 2007 - Present
T. Rowe Price August 2006 - November 2007
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA)
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), International Politics
First Financial Federal Credit Union of Maryland July 2013 - Present
Susan Aumann for Delegate May 2002 - Present
Brown Advisory May 2009 - June 2009
Boordy Vineyards May 2006 - August 2006
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Microsoft Office, Windows 7, Social Networking, Team Leadership, First Aid
Education
University of Maryland College Park 2009 — 2013
Brown Advisory November 2012 - Present
BNY Mellon March 2011 - February 2013
BNY Mellon June 2008 - March 2011
BNY Mellon July 2007 - June 2008
Education
Providence College 2003 — 2007
Bachelor of Arts (BA), English, Business Studies
Brown Advisory November 2012 - Present
Milestone Merchant Partners August 2012 - November 2012
Education
Texas Christian University 2007 — 2010
Strategic Communications, Mass Communication/Media Studies, 3.5
Self-employed April 2011 - Present
Brown Advisory March 2010 - August 2010
BOPAT Electric Company Incorporated August 2008 - February 2010
Morgan Stanley September 2007 - August 2008
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.), Economics
Brown Advisory June 2015 - Present
Social Entrepreneur Corps May 2014 - August 2014
Sperry, Mitchell & Company July 2013 - August 2013
Houston Village Farms September 2010 - May 2012
Home-Based Sneaker Business September 2008 - August 2010
Skills
Finance, Poker, Running, Investment Banking, Team Leadership
Education
University of Connecticut 2012 — 2016
Bachelor’s Degree, Finance, General, 3.5