Calvert Group
Industry: Company
DescriptionCalvert Research and Management, established in 1976, is an investment management company that is headquartered in Washington, DC and led by John Streur, the firm's President and Chief Executive Officer. Calvert is one of the largest responsible investment companies in the United States. Headquarters: Maryland Founded: 1976
Calvert Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Calvert Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Calvert Group Employees
Employee
Years
Job
Industry
Omri Dahan Omri Dahan's Calvert Group Experience March 1998 - March 1999
Job Chief Revenue Officer at Marqeta
Industry Financial Services
Experience
Marqeta, Inc February 2011 - Present
Columbia Business School June 2009 - Present
TerraFusion November 2008 - February 2011
The Trium Group September 2001 - August 2008
Calvert Group March 1998 - March 1999
OneBody (Consensus Health) January 1997 - March 1998
The Republic of Tea 1992 - 1994
Council of Economic Advisors, The White House June 1993 - August 1993
Skills
New Business Development, Global Business..., Strategy Development, Business Strategy, Leadership Development, Organizational..., Direct Sales, Sales Operations, Operational Excellence, Strategy, Business Development, Mobile Payments, Start-ups, Market Research, Mergers & Acquisitions, Strategic Planning, Executive Management, Cross-functional Team..., Product Development, Team Leadership, Strategic Partnerships, Enterprise Software, Entrepreneurship, Leadership, Consulting, Marketing, Competitive Analysis, Sales, Project Management, Team Building, Management, Lead Generation, Venture Capital, Business Planning, SaaS, Marketing Strategy
Education
Harvard Business School 2000 — 2001
MBA, General Management
University of California, Berkeley 1991 — 1995
Bachelor of Science, Environmental Economics & Policy
Redwood High School 1987 — 1991
HS
Marqeta, Inc February 2011 - Present
Columbia Business School June 2009 - Present
TerraFusion November 2008 - February 2011
The Trium Group September 2001 - August 2008
Calvert Group March 1998 - March 1999
OneBody (Consensus Health) January 1997 - March 1998
The Republic of Tea 1992 - 1994
Council of Economic Advisors, The White House June 1993 - August 1993
Skills
New Business Development, Global Business..., Strategy Development, Business Strategy, Leadership Development, Organizational..., Direct Sales, Sales Operations, Operational Excellence, Strategy, Business Development, Mobile Payments, Start-ups, Market Research, Mergers & Acquisitions, Strategic Planning, Executive Management, Cross-functional Team..., Product Development, Team Leadership, Strategic Partnerships, Enterprise Software, Entrepreneurship, Leadership, Consulting, Marketing, Competitive Analysis, Sales, Project Management, Team Building, Management, Lead Generation, Venture Capital, Business Planning, SaaS, Marketing Strategy
Education
Harvard Business School 2000 — 2001
MBA, General Management
University of California, Berkeley 1991 — 1995
Bachelor of Science, Environmental Economics & Policy
Redwood High School 1987 — 1991
HS
Delia Skye Delia Skye's Calvert Group Experience April 1985 - July 1988
Job Executive Director at Kids Green Grass Golf, Inc.
Industry Sports
Experience
Kids Green Grass Golf, Inc. January 2009 - Present
Skye Enterprises,LLC December 2007 - Present
SNAG Golf 2003 - Present
Global Plan Summit 1999 - Present
Golf With Shannon, Inc. February 2005 - January 2012
Calvert Group April 1985 - July 1988
Skills
Sports, Golf, Non-profits, Team Building, Leadership Development, Project Management, Public Speaking, Fundraising, Event Planning, Coaching, Teaching, Customer Service, Strategic Planning, Editing, Event Management, Nonprofits, Community Outreach, Volunteer Management, Leadership, Golf Instruction, Program Management, Public Relations, Marketing, Social Media, Golf Courses, Sports Marketing, Social Networking, Social Media Marketing, Sponsorship, Sports Management
Education
East Carolina University 1970 — 1972
MA.Ed, Counselor Education
College of Education at East Carolina University
Bachelor's of Arts and Masters in Education, Counseling Psychology
Kids Green Grass Golf, Inc. January 2009 - Present
Skye Enterprises,LLC December 2007 - Present
SNAG Golf 2003 - Present
Global Plan Summit 1999 - Present
Golf With Shannon, Inc. February 2005 - January 2012
Calvert Group April 1985 - July 1988
Skills
Sports, Golf, Non-profits, Team Building, Leadership Development, Project Management, Public Speaking, Fundraising, Event Planning, Coaching, Teaching, Customer Service, Strategic Planning, Editing, Event Management, Nonprofits, Community Outreach, Volunteer Management, Leadership, Golf Instruction, Program Management, Public Relations, Marketing, Social Media, Golf Courses, Sports Marketing, Social Networking, Social Media Marketing, Sponsorship, Sports Management
Education
East Carolina University 1970 — 1972
MA.Ed, Counselor Education
College of Education at East Carolina University
Bachelor's of Arts and Masters in Education, Counseling Psychology
Alan Enderson Alan Enderson's Calvert Group Experience 1983 - 1987
Job Writer/Editor for Web, Social, Print and all other media.
Industry Public Relations and Communications
Experience
Freelance January 1990 - Present
U.S. Department of Labor June 2010 - September 2012
Writer/Editor, Director, Communications Specialist June 1990 - April 2010
NBCCF 2008 - 2009
Association of American Railroads July 2006 - December 2008
Hearst August 2005 - May 2006
SmartBrief February 2000 - April 2001
IMAS Publishing January 1999 - February 2000
calvert group 1983 - 1987
calvert group 1983 - 1987
Skills
Journalism, Ap Style, News Writing, Copy Editing, Newspaper, Editing, Press Releases, Feature Articles, Editorial, Web Content, Social Media, InDesign, HTML, Dreamweaver, QuarkXPress, Proofreading, Blogging, AP Style, Radio, Video, CMS, Magazines, Interviews, Content Management, Public Relations, Facebook, Newspapers, Final Cut Pro, Newsletters, Adobe Acrobat, Photoshop, Advertising, Television, Multimedia, Strategic Communications, Publications, Content Strategy, Video Production, Social Media Marketing, Layout, Storytelling
Education
University of Maryland College Park
BA, Journalism
Freelance January 1990 - Present
U.S. Department of Labor June 2010 - September 2012
Writer/Editor, Director, Communications Specialist June 1990 - April 2010
NBCCF 2008 - 2009
Association of American Railroads July 2006 - December 2008
Hearst August 2005 - May 2006
SmartBrief February 2000 - April 2001
IMAS Publishing January 1999 - February 2000
calvert group 1983 - 1987
calvert group 1983 - 1987
Skills
Journalism, Ap Style, News Writing, Copy Editing, Newspaper, Editing, Press Releases, Feature Articles, Editorial, Web Content, Social Media, InDesign, HTML, Dreamweaver, QuarkXPress, Proofreading, Blogging, AP Style, Radio, Video, CMS, Magazines, Interviews, Content Management, Public Relations, Facebook, Newspapers, Final Cut Pro, Newsletters, Adobe Acrobat, Photoshop, Advertising, Television, Multimedia, Strategic Communications, Publications, Content Strategy, Video Production, Social Media Marketing, Layout, Storytelling
Education
University of Maryland College Park
BA, Journalism
Laura Frederick Laura Frederick's Calvert Group Experience 1998 - 1998
Job Inspiring Leadership and Innovation in Economic Development
Industry International Trade and Development
Experience
eChange Consulting November 1999 - Present
KHAN & HILL Management Consulting 1999 - 1999
FINCA International 1996 - 1999
Calvert Group 1998 - 1998
IVID Communications 1993 - 1995
St John's College Sixth Form 1990 - 1992
Skills
Analysis, Business Modeling, Leading Change, Industry Research, Strategic Planning, Business Planning, Business Process, Capacity Building, Business Strategy, Management Consulting, Entrepreneurship, Organizational..., Cross-functional Team..., New Business Development, Leadership, Proposal Writing, Strategy, Start-ups, Social Impact, Project Management, Change Management, Research
Education
University of San Francisco 2012 — 2014
M.Sc., International & Development Economics
School for International Training 1995 — 1998
M.A., International Management
University of San Diego 1984 — 1988
B.A., Mathematics, Computer Science
eChange Consulting November 1999 - Present
KHAN & HILL Management Consulting 1999 - 1999
FINCA International 1996 - 1999
Calvert Group 1998 - 1998
IVID Communications 1993 - 1995
St John's College Sixth Form 1990 - 1992
Skills
Analysis, Business Modeling, Leading Change, Industry Research, Strategic Planning, Business Planning, Business Process, Capacity Building, Business Strategy, Management Consulting, Entrepreneurship, Organizational..., Cross-functional Team..., New Business Development, Leadership, Proposal Writing, Strategy, Start-ups, Social Impact, Project Management, Change Management, Research
Education
University of San Francisco 2012 — 2014
M.Sc., International & Development Economics
School for International Training 1995 — 1998
M.A., International Management
University of San Diego 1984 — 1988
B.A., Mathematics, Computer Science
Lori Pleasant Lori Pleasant's Calvert Group Experience January 1999 - January 2001
Job Lead Marketing Manager, Investment Products Marketing at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2014 - Present
Self-Employed December 2010 - September 2014
Studio 722 Jewelry January 2009 - December 2013
ProFund Advisors April 2001 - December 2010
Calvert Group January 1999 - January 2001
Skills
Marketing Communications, Marketing, Integrated Marketing, Marketing Management, Social Media, Project Management, Mutual Funds, Online Marketing, Direct Marketing, Product Marketing, Email Marketing, Social Media Marketing, Direct Mail, Advertising, Market Research, Strategic Planning, Strategy, E-commerce, Strategic Communications, Brand Management, Marketing Strategy, Content Management, Multi-channel Marketing, Digital Marketing, Copywriting, Media Planning
Education
University of Maryland University College 2012 — 2014
Master of Science in Management: Marketing, Marketing
University of Maryland College Park 1995 — 1999
Bachelor of Arts, American Studies
T. Rowe Price September 2014 - Present
Self-Employed December 2010 - September 2014
Studio 722 Jewelry January 2009 - December 2013
ProFund Advisors April 2001 - December 2010
Calvert Group January 1999 - January 2001
Skills
Marketing Communications, Marketing, Integrated Marketing, Marketing Management, Social Media, Project Management, Mutual Funds, Online Marketing, Direct Marketing, Product Marketing, Email Marketing, Social Media Marketing, Direct Mail, Advertising, Market Research, Strategic Planning, Strategy, E-commerce, Strategic Communications, Brand Management, Marketing Strategy, Content Management, Multi-channel Marketing, Digital Marketing, Copywriting, Media Planning
Education
University of Maryland University College 2012 — 2014
Master of Science in Management: Marketing, Marketing
University of Maryland College Park 1995 — 1999
Bachelor of Arts, American Studies
Allison Larsen Allison Larsen's Calvert Group Experience July 2007 - July 2010
Job Performance Analyst at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust August 2015 - Present
Calvert Investments July 2010 - Present
Calvert Group July 2007 - July 2010
Skills
Financial Modeling, Investments, Asset Management, Mutual Funds, Portfolio Management, Social Media, Equities, PowerPoint, Bloomberg, Research, Financial Analysis, Fundraising, Strategic Planning, Public Speaking, Fixed Income, Microsoft Excel, Valuation
Education
Denison University 2003 — 2007
Chevy Chase Trust August 2015 - Present
Calvert Investments July 2010 - Present
Calvert Group July 2007 - July 2010
Skills
Financial Modeling, Investments, Asset Management, Mutual Funds, Portfolio Management, Social Media, Equities, PowerPoint, Bloomberg, Research, Financial Analysis, Fundraising, Strategic Planning, Public Speaking, Fixed Income, Microsoft Excel, Valuation
Education
Denison University 2003 — 2007
John Steinberg John Steinberg's Calvert Group Experience 1982 - 1988
Job VP, Marketing Manager, at Wellington Management
Industry Investment Management
Experience
Wellington Management September 1997 - March 2014
Scudder Investor Services 1994 - 1997
US Affinity Investments 1993 - 1994
Rushmore Mutual Funds 1988 - 1992
Calvert Group 1982 - 1988
First National Bank of Maryland 1979 - 1982
Skills
Mutual Funds, Product Development, Investment Management, Investments, Equities, Asset Allocation, Market Analysis, Marketing, Fixed Annuities, Alternative Investments, Marketing Strategy, Defined Contribution, Financial Services, Asset Management, Fixed Income, 401k, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 1980 — 1983
Master of Administrative Science, Management
Gettysburg College 1975 — 1979
BA, Economics
Wellington Management September 1997 - March 2014
Scudder Investor Services 1994 - 1997
US Affinity Investments 1993 - 1994
Rushmore Mutual Funds 1988 - 1992
Calvert Group 1982 - 1988
First National Bank of Maryland 1979 - 1982
Skills
Mutual Funds, Product Development, Investment Management, Investments, Equities, Asset Allocation, Market Analysis, Marketing, Fixed Annuities, Alternative Investments, Marketing Strategy, Defined Contribution, Financial Services, Asset Management, Fixed Income, 401k, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 1980 — 1983
Master of Administrative Science, Management
Gettysburg College 1975 — 1979
BA, Economics
Bob Dannhauser, CFA, FRM, CAIA Bob Dannhauser, CFA, FRM, CAIA's Calvert Group Experience 1980 - 1983
Job Head, Global Capital Markets Policy at CFA Institute
Industry Investment Management
Experience
CFA Institute September 2007 - Present
PQMResearch February 2001 - September 2007
Principal Global Investors January 2000 - June 2003
Bankers Trust Company 1996 - 1998
Mitchell Hutchins Asset Management 1993 - 1996
Calvert Group 1980 - 1983
Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income
Education
University of Medicine and Dentistry of New Jersey 2005 — 2009
MPH, Health Systems and Policy
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance, Ops research
The George Washington University 1979 — 1981
BA, Political Science
University of Vermont
University of Vermont
CFA Institute September 2007 - Present
PQMResearch February 2001 - September 2007
Principal Global Investors January 2000 - June 2003
Bankers Trust Company 1996 - 1998
Mitchell Hutchins Asset Management 1993 - 1996
Calvert Group 1980 - 1983
Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income
Education
University of Medicine and Dentistry of New Jersey 2005 — 2009
MPH, Health Systems and Policy
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance, Ops research
The George Washington University 1979 — 1981
BA, Political Science
University of Vermont
University of Vermont
Monica Brand Monica Brand's Calvert Group Experience June 1996 - September 1996
Job Managing Director, Frontier Investments
Industry Investment Management
Experience
Frontier Investments Group June 2008 - Present
Johns Hopkins School of Advanced International Studies January 2001 - Present
ACCION International March 1998 - November 2007
Anthuri Catalysts July 1997 - March 1998
Calvert Group June 1996 - September 1996
Oakland Business Development Corp November 1994 - October 1995
The Development Fund February 1993 - January 1995
Harvard Business School July 1991 - March 1993
Skills
Strategy Development, Strategic Consulting, Marketing Strategy, Teaching, Contract Negotiation
Education
Stanford University Graduate School of Business 1995 — 1997
MBA and MA of Ed
Williams College 1987 — 1991
Bachelors of Arts, magna cum laude, Economics
Frontier Investments Group June 2008 - Present
Johns Hopkins School of Advanced International Studies January 2001 - Present
ACCION International March 1998 - November 2007
Anthuri Catalysts July 1997 - March 1998
Calvert Group June 1996 - September 1996
Oakland Business Development Corp November 1994 - October 1995
The Development Fund February 1993 - January 1995
Harvard Business School July 1991 - March 1993
Skills
Strategy Development, Strategic Consulting, Marketing Strategy, Teaching, Contract Negotiation
Education
Stanford University Graduate School of Business 1995 — 1997
MBA and MA of Ed
Williams College 1987 — 1991
Bachelors of Arts, magna cum laude, Economics
Heidi Rettig Heidi Rettig's Calvert Group Experience 1991 - 1994
Job
Industry Nonprofit Organization Management
Experience
Heidi Rettig & Associates, LLC January 2003 - Present
John S. and James L. Knight Foundation 2001 - 2003
Urban Institute 2000 - 2001
Edinburgh College of Art 1999 - 2000
Calvert Group 1991 - 1994
3M May 1989 - May 1991
Skills
Audience Insights, Online Content Creation, Content Strategy, Landing Page..., Collateral Materials..., Blogging, Marketing Strategy, Social Media Marketing, Qualitative Research, Nonprofits, Non-profits, Arts Administration, Public Relations, Social Networking, Community Development, Strategic Partnerships, Ethnography, SEO, Corporate Image..., Report Writing, Arts, Performing Arts, Semi-structured..., Focus Groups, Observational Studies, Human Computer..., primary research, Corporate Blogging, Case Studies, Grants, Fundraising, Grant Writing, Community building, Building Community...
Education
University of Edinburgh 1998 — 1999
Masters
Georgetown University 1991 — 1995
B.A.
Heidi Rettig & Associates, LLC January 2003 - Present
John S. and James L. Knight Foundation 2001 - 2003
Urban Institute 2000 - 2001
Edinburgh College of Art 1999 - 2000
Calvert Group 1991 - 1994
3M May 1989 - May 1991
Skills
Audience Insights, Online Content Creation, Content Strategy, Landing Page..., Collateral Materials..., Blogging, Marketing Strategy, Social Media Marketing, Qualitative Research, Nonprofits, Non-profits, Arts Administration, Public Relations, Social Networking, Community Development, Strategic Partnerships, Ethnography, SEO, Corporate Image..., Report Writing, Arts, Performing Arts, Semi-structured..., Focus Groups, Observational Studies, Human Computer..., primary research, Corporate Blogging, Case Studies, Grants, Fundraising, Grant Writing, Community building, Building Community...
Education
University of Edinburgh 1998 — 1999
Masters
Georgetown University 1991 — 1995
B.A.
Ana Maria Paddack Ana Maria Paddack's Calvert Group Experience August 2008 - September 2009
Job Senior FCA at Abt Associates
Industry International Trade and Development
Experience
Abt Associates November 2012 - Present
AMIDEAST April 2012 - November 2012
Family Health International September 2009 - May 2012
Calvert Group August 2008 - September 2009
The Phillips Collection, Washington, D.C November 2006 - January 2009
Skills
Budgeting, Internal Audit, Budget Analysis, Financial Reporting, Accounting, Evaluation of Financial..., Cost Proposal Management, Budgets, Forecasting, International..., Managerial Finance, NGOs, Financial Analysis, Proposal Writing, Policy, Business Planning
Education
Georgetown University 2010 — 2012
Finance and Budgeting
American University - Kogod School of Business 2006 — 2008
BS Business Administration
Abt Associates November 2012 - Present
AMIDEAST April 2012 - November 2012
Family Health International September 2009 - May 2012
Calvert Group August 2008 - September 2009
The Phillips Collection, Washington, D.C November 2006 - January 2009
Skills
Budgeting, Internal Audit, Budget Analysis, Financial Reporting, Accounting, Evaluation of Financial..., Cost Proposal Management, Budgets, Forecasting, International..., Managerial Finance, NGOs, Financial Analysis, Proposal Writing, Policy, Business Planning
Education
Georgetown University 2010 — 2012
Finance and Budgeting
American University - Kogod School of Business 2006 — 2008
BS Business Administration
Cheryl Gustitus Cheryl Gustitus's Calvert Group Experience 1993 - 1995
Job Global Director, Marketing and Strategic Initiatives at Sustainalytics
Industry Financial Services
Experience
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Kim Licata Kim Licata's Calvert Group Experience 1990 - 1993
Job Managing Counsel, Corporate Team
Industry Hospital & Health Care
Experience
BCBSNC October 2014 - Present
BCBSNC January 2012 - September 2014
Poyner Spruill LLP February 2010 - January 2012
Womble Carlyle Sandridge & Rice, PLLC June 2007 - September 2009
Sterling Healthcare April 2006 - June 2007
Womble Carlyle Sandridge & Rice, PLLC August 1998 - April 2006
Dickstein Shapiro Morin & Oshinsky August 1996 - August 1998
Calvert Group 1990 - 1993
Skills
Health Law, Compliance, Mergers, Contract Negotiation, Privacy, Commercial Litigation, Employment Law, Legal Research, Public Speaking, Risk Management, HIPAA, Privacy Law, Mergers & Acquisitions, Legal Compliance, Healthcare, Legal Writing, Joint Ventures, Corporate Governance, Legal Assistance, Corporate Law, Alternative Dispute..., Insurance, Mediation, Health Insurance, Medicare, Litigation, Licensing, Intellectual Property, Securities Regulation, Appeals, Insurance Law, Administrative Law, Trade Secrets, Litigation Support, Litigation Management, Civil Litigation, Class Actions, Product Liability, Arbitration, Courts, Construction Law, Medicaid
Education
University of North Carolina School of Law 1993 — 1996
J.D.
University of Virginia 1990 — 1993
B.A.
BCBSNC October 2014 - Present
BCBSNC January 2012 - September 2014
Poyner Spruill LLP February 2010 - January 2012
Womble Carlyle Sandridge & Rice, PLLC June 2007 - September 2009
Sterling Healthcare April 2006 - June 2007
Womble Carlyle Sandridge & Rice, PLLC August 1998 - April 2006
Dickstein Shapiro Morin & Oshinsky August 1996 - August 1998
Calvert Group 1990 - 1993
Skills
Health Law, Compliance, Mergers, Contract Negotiation, Privacy, Commercial Litigation, Employment Law, Legal Research, Public Speaking, Risk Management, HIPAA, Privacy Law, Mergers & Acquisitions, Legal Compliance, Healthcare, Legal Writing, Joint Ventures, Corporate Governance, Legal Assistance, Corporate Law, Alternative Dispute..., Insurance, Mediation, Health Insurance, Medicare, Litigation, Licensing, Intellectual Property, Securities Regulation, Appeals, Insurance Law, Administrative Law, Trade Secrets, Litigation Support, Litigation Management, Civil Litigation, Class Actions, Product Liability, Arbitration, Courts, Construction Law, Medicaid
Education
University of North Carolina School of Law 1993 — 1996
J.D.
University of Virginia 1990 — 1993
B.A.
Martin Fabregas Martin Fabregas's Calvert Group Experience 1992 - 1998
Job Senior Vice President, Sales Operations at Horizons Exchange Traded Funds
Industry Financial Services
Experience
Horizons Exchange Traded Funds September 2009 - Present
Horizons Exchange Traded Funds June 2008 - September 2009
International Financial Data Services November 2004 - June 2008
ProFund Advisors LLC April 1998 - June 2004
Calvert Group 1992 - 1998
Skills
Financial Services, ETFs, Mutual Funds, Investments, Securities, Equities, Relationship Management, Operations Management, Management, Asset Management, Wealth Management, CRM, Portfolio Management, Customer Retention, Fixed Income, Salesforce.com, Sales Operations, Process Improvement, Capital Markets, Team Leadership, Alternative Investments, Product Marketing, Investment Strategies, Financial Markets, Global Strategy, Global Business..., Client Services, Client Retention
Education
De La Salle University
Business Administration and Management, General
Horizons Exchange Traded Funds September 2009 - Present
Horizons Exchange Traded Funds June 2008 - September 2009
International Financial Data Services November 2004 - June 2008
ProFund Advisors LLC April 1998 - June 2004
Calvert Group 1992 - 1998
Skills
Financial Services, ETFs, Mutual Funds, Investments, Securities, Equities, Relationship Management, Operations Management, Management, Asset Management, Wealth Management, CRM, Portfolio Management, Customer Retention, Fixed Income, Salesforce.com, Sales Operations, Process Improvement, Capital Markets, Team Leadership, Alternative Investments, Product Marketing, Investment Strategies, Financial Markets, Global Strategy, Global Business..., Client Services, Client Retention
Education
De La Salle University
Business Administration and Management, General
Beverly Yates's Calvert Group Experience 1985 - 1987
Job National Marketing Manager at Lake Valley Seed
Industry Marketing and Advertising
Experience
Natural Transitions January 2014 - June 2015
Natural Transitions Film Festival April 2013 - March 2014
BeadforLife August 2011 - March 2013
Sacredagent.com May 2009 - July 2011
Sounds True March 2005 - April 2009
Sounds True June 1998 - March 2005
Pulse Fitness Centers September 1992 - June 1998
Calvert Group 1985 - 1987
The Acacia Group 1982 - 1985
Skills
Publishing, Editing, Blogging, Web Content, Copywriting, Social Media, Public Relations, Proofreading, Press Releases, Copy Editing, Books, Writing, Newsletters, Media Relations, Advertising, Publicity, Marketing Communications, Marketing Strategy, Email Marketing, Content Strategy, Feature Articles, Nonprofits, Marketing, Online Publishing, Content Development, Creative Writing, Social Networking, Editorial, Public Speaking, Magazines, Journalism, Publications, Trade Shows, Management, Interpersonal Leadership, Published Author, Content Management, InDesign, Multimedia, Video, Community Outreach, Web Design, Digital Media, Social Media Marketing, Online Marketing, WordPress, Film, Ebooks, SEO, Storytelling
Education
Willow Way Permaculture Design Program 2010 — 2011
Permaculture Design Certificate, Permaculture principles and design
Colorado Master Gardener Program, Colorado State University 2010 — 2010
Colorado Certified Gardener
Northern Kentucky University 1977 — 1980
BA Mass Communication, Journalism
Natural Transitions January 2014 - June 2015
Natural Transitions Film Festival April 2013 - March 2014
BeadforLife August 2011 - March 2013
Sacredagent.com May 2009 - July 2011
Sounds True March 2005 - April 2009
Sounds True June 1998 - March 2005
Pulse Fitness Centers September 1992 - June 1998
Calvert Group 1985 - 1987
The Acacia Group 1982 - 1985
Skills
Publishing, Editing, Blogging, Web Content, Copywriting, Social Media, Public Relations, Proofreading, Press Releases, Copy Editing, Books, Writing, Newsletters, Media Relations, Advertising, Publicity, Marketing Communications, Marketing Strategy, Email Marketing, Content Strategy, Feature Articles, Nonprofits, Marketing, Online Publishing, Content Development, Creative Writing, Social Networking, Editorial, Public Speaking, Magazines, Journalism, Publications, Trade Shows, Management, Interpersonal Leadership, Published Author, Content Management, InDesign, Multimedia, Video, Community Outreach, Web Design, Digital Media, Social Media Marketing, Online Marketing, WordPress, Film, Ebooks, SEO, Storytelling
Education
Willow Way Permaculture Design Program 2010 — 2011
Permaculture Design Certificate, Permaculture principles and design
Colorado Master Gardener Program, Colorado State University 2010 — 2010
Colorado Certified Gardener
Northern Kentucky University 1977 — 1980
BA Mass Communication, Journalism
Kathleen Stone's Calvert Group Experience October 1987 - December 1990
Job Head of Learning and Development
Industry Financial Services
Experience
Voya Financial November 2002 - Present
ING U.S. November 2000 - November 2002
ING U.S. 1998 - 2000
Nuveen Investments February 1991 - June 1998
Calvert Group October 1987 - December 1990
Skills
Training, Performance Management, Change Management, Talent Management, Leadership Development, Employee Training, Leadership, Succession Planning, Performance Consulting, Human Resources, Strategy, Blended Learning, Employee Relations, Program Management, Organizational..., Management, Organizational..., Insurance, Employee Benefits, Instructional Design, Team Building, Employee Engagement, Six Sigma, Coaching, Budgets, Teamwork, Process Improvement, Management Consulting, Onboarding, E-Learning, Culture Change, Workforce Planning, Recruiting, Needs Analysis, FINRA Registered 6,26,63
Education
The Ohio State University
BA, English, Natural Resource Mgt
West Carrollton High School
Xavier University
M.S., Human Resource Development
Voya Financial November 2002 - Present
ING U.S. November 2000 - November 2002
ING U.S. 1998 - 2000
Nuveen Investments February 1991 - June 1998
Calvert Group October 1987 - December 1990
Skills
Training, Performance Management, Change Management, Talent Management, Leadership Development, Employee Training, Leadership, Succession Planning, Performance Consulting, Human Resources, Strategy, Blended Learning, Employee Relations, Program Management, Organizational..., Management, Organizational..., Insurance, Employee Benefits, Instructional Design, Team Building, Employee Engagement, Six Sigma, Coaching, Budgets, Teamwork, Process Improvement, Management Consulting, Onboarding, E-Learning, Culture Change, Workforce Planning, Recruiting, Needs Analysis, FINRA Registered 6,26,63
Education
The Ohio State University
BA, English, Natural Resource Mgt
West Carrollton High School
Xavier University
M.S., Human Resource Development
Cynthia Scharf Cynthia Scharf's Calvert Group Experience 1996 - 1998
Job UN SecretaryGeneral's Climate Change Support Team
Industry International Affairs
Experience
United Nations January 2009 - Present
United Nations 2004 - 2008
The Global Fund 2004 - 2004
UN World Health Organization 2003 - 2004
Overseas Journalism 1988 - 2003
Calvert Group 1996 - 1998
Skills
Private Sector, International..., Sustainable Development, Politics, NGOs, Environmental, Research, Program Development, Energy, Grant Writing, Crisis Management, Program Management, International Relations, Corporate Communications, Environmental Awareness, Climate Change, Renewable Energy, Strategic Planning, Strategic Communications, Strategic Partnerships, media relations, Policy Analysis, Media Relations, Social Impact, Sustainability, International..., Policy, Economics, Corporate Social..., Africa, Humanitarian, Diplomacy, Strategy, Human Rights, Public Policy, Environmental Policy, Energy Policy, Capacity Building, Community Outreach, Foreign Policy, European Union
Education
Georgetown University 1994 — 1996
Master of Arts (M.A.)
Lewis and Clark College 1982 — 1984
B.A.
Harvard University 2006 — 2006
University of California, Los Angeles 1999 — 1999
United Nations January 2009 - Present
United Nations 2004 - 2008
The Global Fund 2004 - 2004
UN World Health Organization 2003 - 2004
Overseas Journalism 1988 - 2003
Calvert Group 1996 - 1998
Skills
Private Sector, International..., Sustainable Development, Politics, NGOs, Environmental, Research, Program Development, Energy, Grant Writing, Crisis Management, Program Management, International Relations, Corporate Communications, Environmental Awareness, Climate Change, Renewable Energy, Strategic Planning, Strategic Communications, Strategic Partnerships, media relations, Policy Analysis, Media Relations, Social Impact, Sustainability, International..., Policy, Economics, Corporate Social..., Africa, Humanitarian, Diplomacy, Strategy, Human Rights, Public Policy, Environmental Policy, Energy Policy, Capacity Building, Community Outreach, Foreign Policy, European Union
Education
Georgetown University 1994 — 1996
Master of Arts (M.A.)
Lewis and Clark College 1982 — 1984
B.A.
Harvard University 2006 — 2006
University of California, Los Angeles 1999 — 1999
Timothy Shea Timothy Shea's Calvert Group Experience 1989 - 1989
Job Business Development Professional
Industry Executive Office
Experience
Gemini Industries 2007 - 2007
Bodkin Design & Engineering 2005 - 2007
Paradies Analytics, Inc. 2000 - 2004
Private Practices 1992 - 2004
Calvert Group 1989 - 1989
Media Cybernetics 1988 - 1988
Health Management Systems 1986 - 1987
Skills
Business Development, Management, Project Management, Strategic Planning, Strategic Partnerships, Marketing, Public Speaking, Relationship Marketing, Business Planning, New Business Development, Analysis, Proposal Writing, Training, Sales, Negotiation, Strategy, Leadership
Education
Boston College Law School 1989 — 1992
J.D., Law
Syracuse University 1985 — 1986
Biology
Hobart and William Smith Colleges 1982 — 1984
B.S., Biology, Psychology/Neuroscience
Gemini Industries 2007 - 2007
Bodkin Design & Engineering 2005 - 2007
Paradies Analytics, Inc. 2000 - 2004
Private Practices 1992 - 2004
Calvert Group 1989 - 1989
Media Cybernetics 1988 - 1988
Health Management Systems 1986 - 1987
Skills
Business Development, Management, Project Management, Strategic Planning, Strategic Partnerships, Marketing, Public Speaking, Relationship Marketing, Business Planning, New Business Development, Analysis, Proposal Writing, Training, Sales, Negotiation, Strategy, Leadership
Education
Boston College Law School 1989 — 1992
J.D., Law
Syracuse University 1985 — 1986
Biology
Hobart and William Smith Colleges 1982 — 1984
B.S., Biology, Psychology/Neuroscience
Kristina Jenkins's Calvert Group Experience August 2004 - November 2005
Job Sr. Business Development Manager
Industry Financial Services
Experience
Constellation, an Exelon Company June 2012 - Present
Constellation Energy June 2011 - June 2012
BGE - Constellation Energy January 2008 - July 2011
Trusco Capital Management November 2005 - December 2007
Calvert Group August 2004 - November 2005
Skills
Financial Analysis, Investments, Financial Modeling, Commodity Markets, Valuation, Electricity Markets, Analysis, Equities, Due Diligence, Renewable Energy, Electric Utility, Public Sector
Education
Loyola University Maryland 2008 — 2010
Masters of Science, Finance
The George Washington University 2000 — 2004
Bachelors of Business Administration, Finance, Economics
Baltimore Polytechnic Institute 1996 — 2000
Constellation, an Exelon Company June 2012 - Present
Constellation Energy June 2011 - June 2012
BGE - Constellation Energy January 2008 - July 2011
Trusco Capital Management November 2005 - December 2007
Calvert Group August 2004 - November 2005
Skills
Financial Analysis, Investments, Financial Modeling, Commodity Markets, Valuation, Electricity Markets, Analysis, Equities, Due Diligence, Renewable Energy, Electric Utility, Public Sector
Education
Loyola University Maryland 2008 — 2010
Masters of Science, Finance
The George Washington University 2000 — 2004
Bachelors of Business Administration, Finance, Economics
Baltimore Polytechnic Institute 1996 — 2000
Cece Finan Cece Finan's Calvert Group Experience September 1990 - September 1999
Job Diabetes Solutions Specialist at Inventiv/Janssen
Industry Pharmaceuticals
Experience
Inventiv/Janssen Pharmaceuticals June 2014 - Present
Inventiv/Merck May 2012 - May 2014
Publicis Touchpoint Solutions, Inc./Pfizer May 2010 - September 2011
Merck and Company November 2004 - April 2009
Foliofn October 2003 - November 2004
Thomson Financial December 1999 - December 2002
Telemet America May 1999 - December 1999
Calvert Group September 1990 - September 1999
Skills
Sales, Sales Operations, Marketing, Strategy, Advertising, Lead Generation, Sales Process, B2B, Inventory Management, Direct Sales, Market Research
Education
American University - Kogod School of Business 1996 — 1999
MBA, Finance
University of Southern California 1985 — 1988
Physiology, Kinesiology and Exercise Science
Inventiv/Janssen Pharmaceuticals June 2014 - Present
Inventiv/Merck May 2012 - May 2014
Publicis Touchpoint Solutions, Inc./Pfizer May 2010 - September 2011
Merck and Company November 2004 - April 2009
Foliofn October 2003 - November 2004
Thomson Financial December 1999 - December 2002
Telemet America May 1999 - December 1999
Calvert Group September 1990 - September 1999
Skills
Sales, Sales Operations, Marketing, Strategy, Advertising, Lead Generation, Sales Process, B2B, Inventory Management, Direct Sales, Market Research
Education
American University - Kogod School of Business 1996 — 1999
MBA, Finance
University of Southern California 1985 — 1988
Physiology, Kinesiology and Exercise Science
Nabani Banks Nabani Banks's Calvert Group Experience June 2000 - August 2000
Job Treasury Analyst
Industry Financial Services
Experience
Altisource April 2015 - Present
Relaince Trust Company July 2012 - September 2013
SOUTHERN TRADING/CERTUS SECURITIES January 2012 - June 2012
STABLE RIVER CAPITAL MANAGEMENT April 2008 - May 2011
Atlanta Capital Management May 2006 - June 2007
AMVESCAP, INC / PRINCETON RETIREMENT GROUP May 2003 - May 2006
ICMA-RC December 2000 - December 2002
Calvert Group June 2000 - August 2000
Skills
Mutual Funds, Access, Asset Allocation, Equities, Asset Management, Financial Services, Fixed Income, Financial Analysis, Finance, Investment Strategies, Investments, Leadership, Research, Securities, Strategic Financial...
Education
Howard University
BACHELOR OF SCIENCE, PSYCHOLOGY
Altisource April 2015 - Present
Relaince Trust Company July 2012 - September 2013
SOUTHERN TRADING/CERTUS SECURITIES January 2012 - June 2012
STABLE RIVER CAPITAL MANAGEMENT April 2008 - May 2011
Atlanta Capital Management May 2006 - June 2007
AMVESCAP, INC / PRINCETON RETIREMENT GROUP May 2003 - May 2006
ICMA-RC December 2000 - December 2002
Calvert Group June 2000 - August 2000
Skills
Mutual Funds, Access, Asset Allocation, Equities, Asset Management, Financial Services, Fixed Income, Financial Analysis, Finance, Investment Strategies, Investments, Leadership, Research, Securities, Strategic Financial...
Education
Howard University
BACHELOR OF SCIENCE, PSYCHOLOGY
Mike Yuhas's Calvert Group Experience November 1987 - November 1992
Job VP Fund Administration and Fund Controller at Calvert Investments
Industry Investment Management
Experience
Calvert Investments July 1994 - Present
ICMA Retirement Corporation November 1992 - July 1994
Calvert Group November 1987 - November 1992
Skills
Investment Advisers Act, Investment Company Act, Securities, Sarbanes-Oxley Act, Fund Administration, Equities, Accounting, Mutual Funds, Financial Accounting, SEC filings, Investments, Portfolio Management, Hedge Funds, Asset Management, Fund Accounting, SEC Filings, Financial Services, Fixed Income
Education
Duquesne University 1979 — 1983
BS, Accounting
Calvert Investments July 1994 - Present
ICMA Retirement Corporation November 1992 - July 1994
Calvert Group November 1987 - November 1992
Skills
Investment Advisers Act, Investment Company Act, Securities, Sarbanes-Oxley Act, Fund Administration, Equities, Accounting, Mutual Funds, Financial Accounting, SEC filings, Investments, Portfolio Management, Hedge Funds, Asset Management, Fund Accounting, SEC Filings, Financial Services, Fixed Income
Education
Duquesne University 1979 — 1983
BS, Accounting
Clinton Doggett's Calvert Group Experience January 2007 - August 2008
Job Managing Content Director at Hanover Research
Industry Research
Experience
Hanover Research December 2014 - Present
Hanover Research September 2014 - December 2014
Hanover Research October 2012 - September 2014
Hanover Research March 2011 - October 2012
Hanover Research August 2008 - March 2011
Calvert Group January 2007 - August 2008
Courthouse News Service September 2005 - July 2006
Education
Goucher College 2005 — 2008
Master of Fine Arts, Creative Nonfiction
University of Pittsburgh 2001 — 2005
Bachelor of Arts, English Writing and Communication
Hanover Research December 2014 - Present
Hanover Research September 2014 - December 2014
Hanover Research October 2012 - September 2014
Hanover Research March 2011 - October 2012
Hanover Research August 2008 - March 2011
Calvert Group January 2007 - August 2008
Courthouse News Service September 2005 - July 2006
Education
Goucher College 2005 — 2008
Master of Fine Arts, Creative Nonfiction
University of Pittsburgh 2001 — 2005
Bachelor of Arts, English Writing and Communication
Bill Chambers's Calvert Group Experience January 1986 - January 1992
Job V.P. and General Manager of Managed Solutions (Americas) at Interactive Data
Industry Information Services
Experience
Interactive Data March 2011 - Present
Thomson Reuters 2003 - March 2011
MicroPatent LLC 2003 - 2005
Thomson Financial/CDA/Wiesenberger 1994 - 2002
Acacia Federal Credit Union March 1988 - 1993
Calvert Group January 1986 - January 1992
Skills
Financial Markets, Equities, Market Data, Salesforce.com, Financial Services, Mutual Funds, Asset Management, New Business Development, Investments, Trading Systems, Strategy, Wealth Management, Executive Management, Business Strategy, CRM, Leadership, Electronic Trading, Sales, Fixed Income, Product Development, Relationship Management
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1984
Interactive Data March 2011 - Present
Thomson Reuters 2003 - March 2011
MicroPatent LLC 2003 - 2005
Thomson Financial/CDA/Wiesenberger 1994 - 2002
Acacia Federal Credit Union March 1988 - 1993
Calvert Group January 1986 - January 1992
Skills
Financial Markets, Equities, Market Data, Salesforce.com, Financial Services, Mutual Funds, Asset Management, New Business Development, Investments, Trading Systems, Strategy, Wealth Management, Executive Management, Business Strategy, CRM, Leadership, Electronic Trading, Sales, Fixed Income, Product Development, Relationship Management
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1984
Karen Becker's Calvert Group Experience June 1986 - May 2005
Job Retired & looking for the next adventure. Staying busy as Treasurer Jen Chronis Fairfax Board Of Supervisors
Industry Financial Services
Experience
Calvert Investments June 1986 - January 2015
Calvert Investments June 2005 - December 2014
Calvert Investments May 2009 - January 2013
Calvert Group June 1986 - May 2005
American Security Bank 1979 - 1986
Skills
Asset Management, Securities, Investments, Asset Managment, Equities, Financial Services, CRM, Mutual Funds, Marketing, Fixed Income, Management, Strategic Planning, Portfolio Management, Risk Management, Hedge Funds
Education
CFA Institute
Claritas Investment Certificate
St. Lawrence University 1970 — 1974
B.A., Government and Economics
RL Thomas High School 1967 — 1970
Calvert Investments June 1986 - January 2015
Calvert Investments June 2005 - December 2014
Calvert Investments May 2009 - January 2013
Calvert Group June 1986 - May 2005
American Security Bank 1979 - 1986
Skills
Asset Management, Securities, Investments, Asset Managment, Equities, Financial Services, CRM, Mutual Funds, Marketing, Fixed Income, Management, Strategic Planning, Portfolio Management, Risk Management, Hedge Funds
Education
CFA Institute
Claritas Investment Certificate
St. Lawrence University 1970 — 1974
B.A., Government and Economics
RL Thomas High School 1967 — 1970
Michael Budzinski's Calvert Group Experience 1987 - 1992
Job ManagerEditing at Federal Reserve Board
Industry Financial Services
Experience
Federal Reserve Board February 2008 - Present
Investment Company Institute February 1995 - February 2008
National Association of Securities Dealers, Inc. 1993 - 1995
Calvert Group 1987 - 1992
Skills
Strategic Communications, Marketing, Newsletters, Editing, Management, Media Relations, Speech Writing, Writing, Corporate Communications, Strategy, Web Content Management, Marketing Communications, Digital Media, Internal Communications, Research, Creative Writing, Editorial, Journalism, Social Media, Marketing Strategy, Press Releases, Public Relations
Education
University of Maryland 1979 — 1984
B.A., Journalism
Westminster High School 1975 — 1979
Federal Reserve Board February 2008 - Present
Investment Company Institute February 1995 - February 2008
National Association of Securities Dealers, Inc. 1993 - 1995
Calvert Group 1987 - 1992
Skills
Strategic Communications, Marketing, Newsletters, Editing, Management, Media Relations, Speech Writing, Writing, Corporate Communications, Strategy, Web Content Management, Marketing Communications, Digital Media, Internal Communications, Research, Creative Writing, Editorial, Journalism, Social Media, Marketing Strategy, Press Releases, Public Relations
Education
University of Maryland 1979 — 1984
B.A., Journalism
Westminster High School 1975 — 1979
Ted Smouse's Calvert Group Experience January 1987 - July 1995
Job Analyst / Examiner at U.S. Department of the Treasury
Industry Music
Experience
Smouse Productions January 1990 - Present
KOOP 91.7 FM November 2007 - Present
U.S. Department of the Treasury January 2010 - Present
KOOP 91.7 FM October 2009 - November 2011
Allied Barton 2008 - 2009
Alexandria Volunteer Bureau November 2004 - July 2006
Pinnacle Financial August 2001 - August 2004
Lasso Records January 1996 - December 2000
Calvert Group January 1987 - July 1995
Skills
Event Planning, Strategic Planning, Public Speaking, Social Media, Management, Customer Service, Project Management, Sales, Radio, Public Relations, Executive Management, Team Building, Training, Marketing, Negotiation, Social Networking, Music, Program Management, Broadcast
Education
University of Maryland College Park
Bachelor of Science, Business Management & Administration
Lewis International School
Smouse Productions January 1990 - Present
KOOP 91.7 FM November 2007 - Present
U.S. Department of the Treasury January 2010 - Present
KOOP 91.7 FM October 2009 - November 2011
Allied Barton 2008 - 2009
Alexandria Volunteer Bureau November 2004 - July 2006
Pinnacle Financial August 2001 - August 2004
Lasso Records January 1996 - December 2000
Calvert Group January 1987 - July 1995
Skills
Event Planning, Strategic Planning, Public Speaking, Social Media, Management, Customer Service, Project Management, Sales, Radio, Public Relations, Executive Management, Team Building, Training, Marketing, Negotiation, Social Networking, Music, Program Management, Broadcast
Education
University of Maryland College Park
Bachelor of Science, Business Management & Administration
Lewis International School
Lisa Crossley's Calvert Group Experience 1990 - 1998
Job Executive Director at National Society of Compliance Professionals
Industry Financial Services
Experience
National Society of Compliance Professionals June 2015 - Present
National Society of Compliance Professionals April 2012 - Present
National Society of Compliance Professionals July 2010 - May 2012
Spectrum Asset Management, Inc 2004 - 2009
Nuveen Investments 1998 - 2004
Calvert Group 1990 - 1998
Skills
Administrative Law, FINRA, Securities, Securities Regulation, Mutual Funds, Investment Advisory, AML, SEC, Investment Company Act, Series 24, Series 7, Investment Advisers Act, Hedge Funds, OFAC, Investments, Series 63, Financial Services, Broker-Dealer, USA PATRIOT Act, KYC, Alternative Investments, Fixed Income, Corporate Governance, Asset Management, Legal Compliance, Private Equity, Investment Advisor..., Regulations, Financial Regulation, Broker-Dealer Compliance, Investment Management, FCPA, Risk Management, Due Diligence, Privacy Law, Financial Risk, Series 65
Education
The Catholic University of America 1989 — 1993
JD
University of Vermont 1980 — 1984
BA, Political Science
National Society of Compliance Professionals June 2015 - Present
National Society of Compliance Professionals April 2012 - Present
National Society of Compliance Professionals July 2010 - May 2012
Spectrum Asset Management, Inc 2004 - 2009
Nuveen Investments 1998 - 2004
Calvert Group 1990 - 1998
Skills
Administrative Law, FINRA, Securities, Securities Regulation, Mutual Funds, Investment Advisory, AML, SEC, Investment Company Act, Series 24, Series 7, Investment Advisers Act, Hedge Funds, OFAC, Investments, Series 63, Financial Services, Broker-Dealer, USA PATRIOT Act, KYC, Alternative Investments, Fixed Income, Corporate Governance, Asset Management, Legal Compliance, Private Equity, Investment Advisor..., Regulations, Financial Regulation, Broker-Dealer Compliance, Investment Management, FCPA, Risk Management, Due Diligence, Privacy Law, Financial Risk, Series 65
Education
The Catholic University of America 1989 — 1993
JD
University of Vermont 1980 — 1984
BA, Political Science
Joe Keefe's Calvert Group Experience 2003 - 2005
Job CEO, Pax World
Industry Financial Services
Experience
Pax World Management LLC May 2005 - Present
Pax Ellevate Management LLC June 2014 - Present
Women Thrive Worldwide 2011 - Present
Women Thrive Worldwide 2009 - Present
US SIF: The Forum for Sustainable and Responsible Investment 2000 - 2006
Calvert Group 2003 - 2005
NewCircle Communications 2000 - 2005
Citizens Advisers 1997 - 2000
Skills
Socially Responsible..., Investments, Mutual Funds, Alternative Investments, Asset Management, Nonprofits, Investment Strategies, Wealth Management, Corporate Social..., Asset Allocation, Equities, Investment Management, Portfolio Management, Equity Research
Education
University of Virginia School of Law 1978 — 1981
JD, Law
College of the Holy Cross 1971 — 1976
BA, Philosophy
Pax World Management LLC May 2005 - Present
Pax Ellevate Management LLC June 2014 - Present
Women Thrive Worldwide 2011 - Present
Women Thrive Worldwide 2009 - Present
US SIF: The Forum for Sustainable and Responsible Investment 2000 - 2006
Calvert Group 2003 - 2005
NewCircle Communications 2000 - 2005
Citizens Advisers 1997 - 2000
Skills
Socially Responsible..., Investments, Mutual Funds, Alternative Investments, Asset Management, Nonprofits, Investment Strategies, Wealth Management, Corporate Social..., Asset Allocation, Equities, Investment Management, Portfolio Management, Equity Research
Education
University of Virginia School of Law 1978 — 1981
JD, Law
College of the Holy Cross 1971 — 1976
BA, Philosophy
Shannon Pearce's Calvert Group Experience 1995 - 2001
Job Reiki Practitioner at Reiki Center of Greater Washington
Industry Health, Wellness and Fitness
Experience
Reiki Center of Greater Washington 2015 - Present
Guggenheim Investments 2008 - 2015
Coldwell Banker 2001 - 2008
Cushman & Wakefield 2006 - 2006
Calvert Group 1995 - 2001
Skills
Energy Healing, Intuitive Healer, Reiki, Tarot
Education
Eastman School of Music 1992 — 1994
Piano Performance
Reiki Center of Greater Washington 2015 - Present
Guggenheim Investments 2008 - 2015
Coldwell Banker 2001 - 2008
Cushman & Wakefield 2006 - 2006
Calvert Group 1995 - 2001
Skills
Energy Healing, Intuitive Healer, Reiki, Tarot
Education
Eastman School of Music 1992 — 1994
Piano Performance
Lee Mahfouz's Calvert Group Experience June 1988 - August 1997
Job Retired at New York Life Investments
Industry Financial Services
Experience
New York Life Investments August 1997 - April 2009
Calvert Group June 1988 - August 1997
Skills
Planning, Mutual Funds, Investments, Coaching, Annuities, Series 7, Fixed Annuities, Wealth Management, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Retirement
Education
Institute for Wealth Management 1996 — 1997
AAMS, Investments
Institute of Business and Finance 1994 — 1995
CFS, Mutual Funds and Annuities
Society of Certified Insurance Councelors 1980 — 1981
CIC, All Lines of Insurance
Lamar University 1972 — 1975
Management
New York Life Investments August 1997 - April 2009
Calvert Group June 1988 - August 1997
Skills
Planning, Mutual Funds, Investments, Coaching, Annuities, Series 7, Fixed Annuities, Wealth Management, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Retirement
Education
Institute for Wealth Management 1996 — 1997
AAMS, Investments
Institute of Business and Finance 1994 — 1995
CFS, Mutual Funds and Annuities
Society of Certified Insurance Councelors 1980 — 1981
CIC, All Lines of Insurance
Lamar University 1972 — 1975
Management
Aslam Patmah's Calvert Group Experience January 1994 - May 1995
Job Investment Management Professional
Industry Investment Management
Experience
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Damany Williams's Calvert Group Experience April 2006 - January 2009
Job Accountant and Maintenance Analyst at Software AG Government Solutions
Industry Computer Software
Experience
Software AG Government Solutions September 2013 - Present
JackBe Corporation February 2009 - August 2013
Calvert Group April 2006 - January 2009
Foreign Affairs Recreation Association (FARA) September 2003 - April 2006
Skills
Database Administration, Strategic Planning, Databases, Microsoft Office, Microsoft Excel, Social Media Marketing, Government, Finance, Mashups, Customer Service, SaaS, Team Leadership, Management, Leadership, Salesforce.com, Accounting, Program Management, Project Management, Budgets
Education
University of Maryland University College 2014 — 2017
Master of Science (M.S.), Accounting and Information Systems
North Carolina Agricultural and Technical State University
Bachelor of Business Administration (B.B.A.), Marketing
Software AG Government Solutions September 2013 - Present
JackBe Corporation February 2009 - August 2013
Calvert Group April 2006 - January 2009
Foreign Affairs Recreation Association (FARA) September 2003 - April 2006
Skills
Database Administration, Strategic Planning, Databases, Microsoft Office, Microsoft Excel, Social Media Marketing, Government, Finance, Mashups, Customer Service, SaaS, Team Leadership, Management, Leadership, Salesforce.com, Accounting, Program Management, Project Management, Budgets
Education
University of Maryland University College 2014 — 2017
Master of Science (M.S.), Accounting and Information Systems
North Carolina Agricultural and Technical State University
Bachelor of Business Administration (B.B.A.), Marketing
Brian Schwab's Calvert Group Experience April 1987 - April 1990
Job Director at Meradia Group
Industry Financial Services
Experience
Meradia Group May 2012 - Present
Legg Mason Private Portfolio Group June 2008 - June 2012
Legg Mason Inc May 2006 - June 2008
Asset Management Technology Solutions, Inc. February 2001 - May 2006
Iconixx, Inc February 2000 - February 2001
Legg Mason Inc., October 1996 - January 2000
Legg Capital Management November 1993 - October 1996
USF&G April 1990 - November 1993
Calvert Group April 1987 - April 1990
Stuart James Co June 1986 - January 1987
Skills
Data Management, Asset Management, SDLC, Performance Measurement, Investments, Fixed Income, Strategic Planning, Process Improvement, Process Engineering, Requirements Analysis, Program Management
Education
Loyola College in Maryland 1988 — 1991
Masters in Business Adminstration, Management Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Science, Finance and Marketing
Meradia Group May 2012 - Present
Legg Mason Private Portfolio Group June 2008 - June 2012
Legg Mason Inc May 2006 - June 2008
Asset Management Technology Solutions, Inc. February 2001 - May 2006
Iconixx, Inc February 2000 - February 2001
Legg Mason Inc., October 1996 - January 2000
Legg Capital Management November 1993 - October 1996
USF&G April 1990 - November 1993
Calvert Group April 1987 - April 1990
Stuart James Co June 1986 - January 1987
Skills
Data Management, Asset Management, SDLC, Performance Measurement, Investments, Fixed Income, Strategic Planning, Process Improvement, Process Engineering, Requirements Analysis, Program Management
Education
Loyola College in Maryland 1988 — 1991
Masters in Business Adminstration, Management Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Science, Finance and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY