Calvert Investments
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 Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Calvert Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Calvert Investments Employees
Employee
Years
Job
Industry
Josie Amendola Josie Amendola's Calvert Investments Experience July 2014 - Present
Job DCIO Sales Consultant at Calvert Investments
Industry Financial Services
Experience
Calvert Investments July 2014 - Present
Calvert Investments September 2013 - July 2014
Legg Mason October 2011 - September 2013
CT-4 Congressional Campaign March 2010 - November 2010
Education
Fairfield University 2007 — 2011
BA, Economics
Calvert Investments July 2014 - Present
Calvert Investments September 2013 - July 2014
Legg Mason October 2011 - September 2013
CT-4 Congressional Campaign March 2010 - November 2010
Education
Fairfield University 2007 — 2011
BA, Economics
Chelsey Weatherford Chelsey Weatherford's Calvert Investments Experience August 2014 - May 2015
Job Swimming Instructor at George Washington University
Industry Education Management
Experience
Jack Wills January 2014 - August 2015
George Washington University May 2013 - August 2015
Calvert Investments August 2014 - May 2015
St. Patrick's Episcopal Day School May 2014 - August 2014
Insured Retirement Institute February 2013 - August 2013
Democracy for America August 2012 - December 2012
George Washington University May 2012 - August 2012
Skills
Social Networking, Research, PowerPoint, Public Speaking, Policy Analysis, Social Media, Microsoft Office, Community Outreach, Microsoft Excel, International Relations, Mail Merge, Teaching, Editing, Event Planning, Microsoft Word, Fundraising, Facebook, Leadership, Customer Service, Public Relations, Spanish, Teamwork
Education
The George Washington University 2010 — 2014
Bachelor's Degree, Political Science/Public Policy
University of Westminster 2013 — 2013
Semester of Study Abroad, Politics
Jack Wills January 2014 - August 2015
George Washington University May 2013 - August 2015
Calvert Investments August 2014 - May 2015
St. Patrick's Episcopal Day School May 2014 - August 2014
Insured Retirement Institute February 2013 - August 2013
Democracy for America August 2012 - December 2012
George Washington University May 2012 - August 2012
Skills
Social Networking, Research, PowerPoint, Public Speaking, Policy Analysis, Social Media, Microsoft Office, Community Outreach, Microsoft Excel, International Relations, Mail Merge, Teaching, Editing, Event Planning, Microsoft Word, Fundraising, Facebook, Leadership, Customer Service, Public Relations, Spanish, Teamwork
Education
The George Washington University 2010 — 2014
Bachelor's Degree, Political Science/Public Policy
University of Westminster 2013 — 2013
Semester of Study Abroad, Politics
Nicole Given Nicole Given's Calvert Investments Experience January 2006 - March 2008
Job Administrative Aide II at Montgomery College
Industry Higher Education
Experience
Montgomery College March 2008 - Present
Calvert Investments January 2006 - March 2008
Graham Staffing Services, Inc. October 2005 - January 2006
Kentlands Children's Center and Germantown Children's Center November 2004 - September 2005
Montgomery County Public Schools September 2003 - June 2004
Skills
Research, Higher Education, Fundraising, Teaching, Proofreading, Aptitude for technology
Education
Indiana University of Pennsylvania 1999 — 2003
Bachelor of Science in Secondary Spanish Education, Spanish Language Teacher Education
Montgomery College March 2008 - Present
Calvert Investments January 2006 - March 2008
Graham Staffing Services, Inc. October 2005 - January 2006
Kentlands Children's Center and Germantown Children's Center November 2004 - September 2005
Montgomery County Public Schools September 2003 - June 2004
Skills
Research, Higher Education, Fundraising, Teaching, Proofreading, Aptitude for technology
Education
Indiana University of Pennsylvania 1999 — 2003
Bachelor of Science in Secondary Spanish Education, Spanish Language Teacher Education
Andrew Martone Andrew Martone's Calvert Investments Experience March 2014 - Present
Job Regional Director
Industry Financial Services
Experience
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Michael DeGroff Michael DeGroff's Calvert Investments Experience September 2015 - Present
Job Interim Chief Technology Officer at Calvert Investments
Industry Information Technology and Services
Experience
Calvert Investments September 2015 - Present
Calvert Investments July 2015 - August 2015
Cohen & Steers February 2006 - April 2015
Neuberger Berman January 2003 - June 2004
Neuberger Berman June 2001 - December 2002
marchFIRST (formerly USWeb/CKS) April 2000 - May 2001
Accenture (formerly Andersen Consulting) December 1996 - March 2000
Skills
Business Process..., Portfolio Management, Project Management, Integration, Change Management, Team Management, Vendor Management, Budget, Financial Services, Equities, Fixed Income, Software Development..., SDLC, Business Requirements, Testing, Enterprise Content..., Market Data, Data Reconciliation, Trading Systems, Portfolio Accounting..., Asset Management, Business Analysis, Program Management, Cross Functional Team..., Contract Negotiation, Resource Management, Auditing, Markit EDM, JIRA, Reporting, Performance Attribution, Software Development, Budgets, Data Governance, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration
Costa Rican Language Academy 2005 — 2005
Calvert Investments September 2015 - Present
Calvert Investments July 2015 - August 2015
Cohen & Steers February 2006 - April 2015
Neuberger Berman January 2003 - June 2004
Neuberger Berman June 2001 - December 2002
marchFIRST (formerly USWeb/CKS) April 2000 - May 2001
Accenture (formerly Andersen Consulting) December 1996 - March 2000
Skills
Business Process..., Portfolio Management, Project Management, Integration, Change Management, Team Management, Vendor Management, Budget, Financial Services, Equities, Fixed Income, Software Development..., SDLC, Business Requirements, Testing, Enterprise Content..., Market Data, Data Reconciliation, Trading Systems, Portfolio Accounting..., Asset Management, Business Analysis, Program Management, Cross Functional Team..., Contract Negotiation, Resource Management, Auditing, Markit EDM, JIRA, Reporting, Performance Attribution, Software Development, Budgets, Data Governance, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration
Costa Rican Language Academy 2005 — 2005
Laura Schonfeld Laura Schonfeld's Calvert Investments Experience June 2013 - August 2013
Job Development Manager at PN Hoffman
Industry Financial Services
Experience
PN Hoffman June 2014 - Present
B.F. Saul January 2014 - April 2014
Calvert Investments June 2013 - August 2013
Millar + Associates LLC February 2012 - October 2012
HITT Contracting Inc. November 2008 - February 2012
FOX Architects January 2007 - November 2008
Carlyn and Company January 2005 - August 2006
Skills
Interior Design, LEED AP, Sustainability, LEED, Submittals, Drawing, Sustainable Architecture, Sustainable Design, Renewable Energy, Feasibility Studies, Green Building, Sustainable Development, Sustainability..., USGBC, Leadership
Education
The George Washington University 2012 — 2014
MBA, Finance and Real Estate
International Academy of Design 2002 — 2004
Associate's Degree, Interior Design
McGill University 1998 — 2002
BA, Art History and Italian
JDS
PN Hoffman June 2014 - Present
B.F. Saul January 2014 - April 2014
Calvert Investments June 2013 - August 2013
Millar + Associates LLC February 2012 - October 2012
HITT Contracting Inc. November 2008 - February 2012
FOX Architects January 2007 - November 2008
Carlyn and Company January 2005 - August 2006
Skills
Interior Design, LEED AP, Sustainability, LEED, Submittals, Drawing, Sustainable Architecture, Sustainable Design, Renewable Energy, Feasibility Studies, Green Building, Sustainable Development, Sustainability..., USGBC, Leadership
Education
The George Washington University 2012 — 2014
MBA, Finance and Real Estate
International Academy of Design 2002 — 2004
Associate's Degree, Interior Design
McGill University 1998 — 2002
BA, Art History and Italian
JDS
Xuelei Jessica Li Xuelei Jessica Li's Calvert Investments Experience September 2012 - March 2013
Job Investor
Industry Investment Management
Experience
Blum Capital Partners July 2013 - Present
Blum Center for Developing Economies October 2013 - Present
Calvert Investments September 2012 - March 2013
TPG Capital July 2006 - July 2010
Terra Firma Capital Partners March 2005 - June 2006
Credit Suisse June 2001 - February 2005
Skills
Venture Capital, LBO, Valuation, Private Equity, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Oxford 1997 — 2001
MA, Economics and Management
Blum Capital Partners July 2013 - Present
Blum Center for Developing Economies October 2013 - Present
Calvert Investments September 2012 - March 2013
TPG Capital July 2006 - July 2010
Terra Firma Capital Partners March 2005 - June 2006
Credit Suisse June 2001 - February 2005
Skills
Venture Capital, LBO, Valuation, Private Equity, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Oxford 1997 — 2001
MA, Economics and Management
Hae-Yin Loke Hae-Yin Loke's Calvert Investments Experience January 1996 - January 1998
Job Head of User Experience at Fluid, Inc.
Industry Internet
Experience
Fluid September 2013 - Present
OgilvyOne June 2010 - September 2013
OgilvyOne Worldwide January 2001 - December 2009
Ogilvy & Mather January 1998 - December 2000
Calvert Investments January 1996 - January 1998
Turner Broadcasting (London) January 1994 - December 1995
Self-employed January 1990 - December 1993
Skills
Interaction Design, User Experience, Information Architecture, User-centered Design, User Research, Usability, Human Computer..., Information Design, Creative Direction, Heuristic Evaluation, Experience Design, User Interface Design, Usability Testing, Persona, Axure, Wire Framing, Digital Strategy, Usability Engineering, Interactive Marketing, User Experience Design, Wireframes, Interactive Advertising, Content Strategy, Web Analytics, Web Project Management, User Interface, Mobile Design
Education
Goldsmiths, University of London
BA (Honors)
London School of Economics and Political Science
Master of Science (MSc)
Fluid September 2013 - Present
OgilvyOne June 2010 - September 2013
OgilvyOne Worldwide January 2001 - December 2009
Ogilvy & Mather January 1998 - December 2000
Calvert Investments January 1996 - January 1998
Turner Broadcasting (London) January 1994 - December 1995
Self-employed January 1990 - December 1993
Skills
Interaction Design, User Experience, Information Architecture, User-centered Design, User Research, Usability, Human Computer..., Information Design, Creative Direction, Heuristic Evaluation, Experience Design, User Interface Design, Usability Testing, Persona, Axure, Wire Framing, Digital Strategy, Usability Engineering, Interactive Marketing, User Experience Design, Wireframes, Interactive Advertising, Content Strategy, Web Analytics, Web Project Management, User Interface, Mobile Design
Education
Goldsmiths, University of London
BA (Honors)
London School of Economics and Political Science
Master of Science (MSc)
Norman Hardy Norman Hardy's Calvert Investments Experience September 1998 - Present
Job Senior Application Developer at Calvert Investments
Industry Investment Management
Experience
Calvert Investments September 1998 - Present
Federal Realty Investment Trust 1994 - 1998
AAMC 1986 - 1994
Skills
Microsoft SQL Server, SSRS, VB.NET, Customer Service, Microsoft Excel, VBA, Microsoft Office, Microsoft Word, PowerPoint, IBM Cognos Business...
Education
Bowie State University 1990 — 1994
Master of Science (MS), Management Information Systems and Services
West Virginia University Institute of Technology 1980 — 1985
Bachelor of Science (BS), Computer Manage and Data Processing
Calvert Investments September 1998 - Present
Federal Realty Investment Trust 1994 - 1998
AAMC 1986 - 1994
Skills
Microsoft SQL Server, SSRS, VB.NET, Customer Service, Microsoft Excel, VBA, Microsoft Office, Microsoft Word, PowerPoint, IBM Cognos Business...
Education
Bowie State University 1990 — 1994
Master of Science (MS), Management Information Systems and Services
West Virginia University Institute of Technology 1980 — 1985
Bachelor of Science (BS), Computer Manage and Data Processing
Christopher Gagnier's Calvert Investments Experience May 2014 - April 2015
Job Regional Consultant at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
Annie M. Cull's Calvert Investments Experience May 2013 - Present
Job Senior Manager, Media Strategy and Corporate Communications at Calvert Investments
Industry Financial Services
Experience
Calvert Investments May 2013 - Present
Calvert Investments January 2010 - Present
citra Productions June 2011 - August 2011
Calvert Investments September 2007 - February 2010
First American Funds / FAF Advisors April 2005 - August 2007
American Express Financial Advisors (now RiverSource Investments) 2003 - 2005
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 1999 - 2001
Minnesota Advocates for Human Rights October 1995 - December 1998
Skills
Marketing Communications, Social Media, Film Production, Marketing Strategy, Public Relations, Marketing, Strategy, Event Planning, Advertising, Non-profits, Training, Online Advertising, Fundraising, Nonprofits, Investments, Management, Online Marketing, Email Marketing
Education
The George Washington University 2014 — 2016
Master's Degree, Strategic Public Relations
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Journalism
Calvert Investments May 2013 - Present
Calvert Investments January 2010 - Present
citra Productions June 2011 - August 2011
Calvert Investments September 2007 - February 2010
First American Funds / FAF Advisors April 2005 - August 2007
American Express Financial Advisors (now RiverSource Investments) 2003 - 2005
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 1999 - 2001
Minnesota Advocates for Human Rights October 1995 - December 1998
Skills
Marketing Communications, Social Media, Film Production, Marketing Strategy, Public Relations, Marketing, Strategy, Event Planning, Advertising, Non-profits, Training, Online Advertising, Fundraising, Nonprofits, Investments, Management, Online Marketing, Email Marketing
Education
The George Washington University 2014 — 2016
Master's Degree, Strategic Public Relations
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Journalism
Alex Bach Alex Bach's Calvert Investments Experience February 2012 - May 2013
Job Goldman Sachs Associate
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
IBM Global Business Services July 2013 - June 2014
Fundamental Global Investors October 2012 - May 2013
Calvert Investments February 2012 - May 2013
AOC Key Solutions May 2011 - September 2011
Robert Wood Johnson Foundation-Penn State University February 2010 - February 2011
Skills
Valuation, Accounting, Policy, Financial Modeling, Analysis, Statistical Modeling, Portfolio Management, Forecasting, VBA, Risk Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Certificate, C++ Programming for Financial Engineering
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Quantitative Finance
University of Maryland College Park 2010 — 2013
Master of Public Policy, Financial Regulatory Policy
Penn State University 2008 — 2010
B.S., Health Policy and Administration, focus in statistical methods, 3.8
Goldman Sachs June 2014 - Present
IBM Global Business Services July 2013 - June 2014
Fundamental Global Investors October 2012 - May 2013
Calvert Investments February 2012 - May 2013
AOC Key Solutions May 2011 - September 2011
Robert Wood Johnson Foundation-Penn State University February 2010 - February 2011
Skills
Valuation, Accounting, Policy, Financial Modeling, Analysis, Statistical Modeling, Portfolio Management, Forecasting, VBA, Risk Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Certificate, C++ Programming for Financial Engineering
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Quantitative Finance
University of Maryland College Park 2010 — 2013
Master of Public Policy, Financial Regulatory Policy
Penn State University 2008 — 2010
B.S., Health Policy and Administration, focus in statistical methods, 3.8
Michael Ronan Michael Ronan's Calvert Investments Experience August 2009 - January 2010
Job Analyst
Industry Financial Services
Experience
BlackRock August 2014 - Present
Barclays August 2013 - June 2015
Barclays Capital June 2011 - August 2013
Barclays Capital July 2010 - June 2011
Calvert Investments August 2009 - January 2010
Skills
Equity Research, Options, Bloomberg, Capital Markets, Economics, Fixed Income, Equity Valuation, Derivatives, Equities, Hedge Funds, Portfolio Management, Bloomberg Terminal, Investments, FX Options, Corporate Finance, VBA, Project Management, Root Cause Analysis
Education
American University - Kogod School of Business 2006 — 2010
BSBA, Finance and Management
Holmdel High School
BlackRock August 2014 - Present
Barclays August 2013 - June 2015
Barclays Capital June 2011 - August 2013
Barclays Capital July 2010 - June 2011
Calvert Investments August 2009 - January 2010
Skills
Equity Research, Options, Bloomberg, Capital Markets, Economics, Fixed Income, Equity Valuation, Derivatives, Equities, Hedge Funds, Portfolio Management, Bloomberg Terminal, Investments, FX Options, Corporate Finance, VBA, Project Management, Root Cause Analysis
Education
American University - Kogod School of Business 2006 — 2010
BSBA, Finance and Management
Holmdel High School
Marius Mocanu's Calvert Investments Experience October 2014 - Present
Job Client Services Representative at Calvert Investments
Industry Financial Services
Experience
Calvert Investments October 2014 - Present
New York Life Insurance Company May 2014 - October 2014
Diversified Portfolio Strategies LLC August 2012 - September 2014
Roti Mediterranean Grill August 2011 - August 2014
JH Darbie & Co. May 2012 - August 2012
The Ride, Inc. May 2011 - August 2011
The Ride, Inc. May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Restaurants, Social Media, Microsoft Excel, Facebook, Food & Beverage, Food Service, Restaurant Management, Hospitality, Financial Analysis, Cold Calling, Sales, Communication, Investments, Leadership, Teamwork, PowerPoint, Social Networking, Research
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Finance and International Business
Calvert Investments October 2014 - Present
New York Life Insurance Company May 2014 - October 2014
Diversified Portfolio Strategies LLC August 2012 - September 2014
Roti Mediterranean Grill August 2011 - August 2014
JH Darbie & Co. May 2012 - August 2012
The Ride, Inc. May 2011 - August 2011
The Ride, Inc. May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Restaurants, Social Media, Microsoft Excel, Facebook, Food & Beverage, Food Service, Restaurant Management, Hospitality, Financial Analysis, Cold Calling, Sales, Communication, Investments, Leadership, Teamwork, PowerPoint, Social Networking, Research
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Finance and International Business
Jodi Van Voorhis Jodi Van Voorhis's Calvert Investments Experience July 2008 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wealth Management and Financial Planning March 2013 - February 2014
Calvert Investments July 2008 - March 2013
Calvert Investments December 2002 - July 2008
Calvert Investments January 2002 - December 2002
Housley Kantarian & Bronstein, P.C. 1998 - 2000
Skills
Securities, Fixed Income, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Trading, Bonds, Compliance, Charles River IMS, Trading Systems, series 7, Investment Products, Project Management, Business Development
Education
American University
BA
FINRA Licensing
Wealth Management and Financial Planning March 2013 - February 2014
Calvert Investments July 2008 - March 2013
Calvert Investments December 2002 - July 2008
Calvert Investments January 2002 - December 2002
Housley Kantarian & Bronstein, P.C. 1998 - 2000
Skills
Securities, Fixed Income, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Trading, Bonds, Compliance, Charles River IMS, Trading Systems, series 7, Investment Products, Project Management, Business Development
Education
American University
BA
FINRA Licensing
Carolyn Messitte Carolyn Messitte's Calvert Investments Experience May 2013 - Present
Job Senior Manager, Digital Strategy at Calvert Investments
Industry Financial Services
Experience
Calvert Investments May 2013 - Present
Calvert Investments 2011 - 2013
Morningstar 2001 - 2007
Morningstar 1998 - 2000
Morningstar 1997 - 1998
Morningstar 1994 - 1997
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Public Speaking, Management, Marketing, Strategy, Digital Strategy, Email Marketing, Social Media Marketing, Social Media, Product Marketing, Product Management, Web Analytics
Education
The University of Chicago Booth School of Business 1998 — 2000
Business Administration, Management and Operations
Grinnell College 1990 — 1993
Bachelor's degree, History
Calvert Investments May 2013 - Present
Calvert Investments 2011 - 2013
Morningstar 2001 - 2007
Morningstar 1998 - 2000
Morningstar 1997 - 1998
Morningstar 1994 - 1997
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Public Speaking, Management, Marketing, Strategy, Digital Strategy, Email Marketing, Social Media Marketing, Social Media, Product Marketing, Product Management, Web Analytics
Education
The University of Chicago Booth School of Business 1998 — 2000
Business Administration, Management and Operations
Grinnell College 1990 — 1993
Bachelor's degree, History
Alicia Chin's Calvert Investments Experience August 2007 - December 2007
Job Corporate Social Responsibility at Heineken USA
Industry Food & Beverages
Experience
HEINEKEN July 2014 - Present
H&M July 2013 - August 2013
ANN INC. June 2013 - June 2013
Kraft Foods Group March 2013 - May 2013
Viridis Strategy Group (formerly Esty Environmental Partners) August 2009 - May 2012
First Environment June 2008 - August 2009
Calvert Investments August 2007 - December 2007
Innovest May 2007 - August 2007
World Resources Institute September 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Sustainability strategy and supply chain
Georgetown University
BA, Government, Environmental Studies
The Pingry School
HEINEKEN July 2014 - Present
H&M July 2013 - August 2013
ANN INC. June 2013 - June 2013
Kraft Foods Group March 2013 - May 2013
Viridis Strategy Group (formerly Esty Environmental Partners) August 2009 - May 2012
First Environment June 2008 - August 2009
Calvert Investments August 2007 - December 2007
Innovest May 2007 - August 2007
World Resources Institute September 2006 - May 2007
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Sustainability strategy and supply chain
Georgetown University
BA, Government, Environmental Studies
The Pingry School
Colleen Harvey Colleen Harvey's Calvert Investments Experience May 2004 - Present
Job Internal Sales Consultant at Calvert Investments
Industry Financial Services
Experience
Calvert Investments May 2004 - Present
Calvert Investments October 1991 - May 2004
Calvert Investments January 1995 - January 2004
Skills
Series 6, Series 63
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach, Holistic Health
George Mason University 1987 — 1991
Bachelor of Arts (BA), Spanish Language and Literature
Calvert Investments May 2004 - Present
Calvert Investments October 1991 - May 2004
Calvert Investments January 1995 - January 2004
Skills
Series 6, Series 63
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach, Holistic Health
George Mason University 1987 — 1991
Bachelor of Arts (BA), Spanish Language and Literature
Nadia Malti Nadia Malti's Calvert Investments Experience June 2011 - March 2013
Job Internal Wholesaler at ProShare Advisors, LLC
Industry Financial Services
Experience
ProShare Advisors, LLC March 2013 - August 2014
Calvert Investments June 2011 - March 2013
Calvert Investments May 2010 - June 2011
Skills
Mutual Funds, Series 6, Series 63, Series 7, ETFs, Asset Allocation, Investments, Sustainable and..., Alternative Investments, Sales, Investment Strategies, Business Development, Relationship Management, Securities, FINRA
Education
University of Maryland University College 2007 — 2009
Bachelor's degree, Finance, General
Montgomery College 2005 — 2007
Associate's degree, Business/Commerce, General
ProShare Advisors, LLC March 2013 - August 2014
Calvert Investments June 2011 - March 2013
Calvert Investments May 2010 - June 2011
Skills
Mutual Funds, Series 6, Series 63, Series 7, ETFs, Asset Allocation, Investments, Sustainable and..., Alternative Investments, Sales, Investment Strategies, Business Development, Relationship Management, Securities, FINRA
Education
University of Maryland University College 2007 — 2009
Bachelor's degree, Finance, General
Montgomery College 2005 — 2007
Associate's degree, Business/Commerce, General
Audrey Akin's Calvert Investments Experience June 2014 - May 2015
Job Premium Auditor at The Hartford
Industry
Experience
The Hartford June 2015 - Present
Calvert Investments June 2014 - May 2015
The George Washington University Office of Undergraduate Admissions September 2013 - June 2014
Modern Luxury January 2013 - June 2013
Serengetee January 2013 - May 2013
Skills
Social Media, Editing, Public Speaking, Event Planning, Research, Public Relations, Press Releases, Strategic Communications, Sustainability, Fundraising, PowerPoint, Marketing Communications, Nonprofits, Investment Management, Journalism, Facebook, Online Publishing, Finance, Microsoft Office, Microsoft Word, Microsoft Excel
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Political Communication
Conard High School 2007 — 2011
The Hartford June 2015 - Present
Calvert Investments June 2014 - May 2015
The George Washington University Office of Undergraduate Admissions September 2013 - June 2014
Modern Luxury January 2013 - June 2013
Serengetee January 2013 - May 2013
Skills
Social Media, Editing, Public Speaking, Event Planning, Research, Public Relations, Press Releases, Strategic Communications, Sustainability, Fundraising, PowerPoint, Marketing Communications, Nonprofits, Investment Management, Journalism, Facebook, Online Publishing, Finance, Microsoft Office, Microsoft Word, Microsoft Excel
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Political Communication
Conard High School 2007 — 2011
Lee Nienaber Lee Nienaber's Calvert Investments Experience March 1989 - October 2012
Job Senior Project Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2014 - Present
Freddie Mac September 2013 - July 2014
Calvert Investments March 1989 - October 2012
Skills
Technology Architecture..., Budgeting and Cost..., Business Continuity..., Web and Applications..., Mobile Applications, Network and..., Staff Development and..., Software Development, Digital Marketing, Product Management, Security, Series 63, Web Analytics, Mutual Funds, Asset Managment, Securities, Leadership, Portfolio Management, Investments, Strategic Planning, Risk Management, Web Development, Fixed Income, SEO, Series 7, Competitive Analysis, Equities
Education
Fordham University
B.S., Information Systems, Finance
The George Washington University
M.S., Information Technology
Fannie Mae September 2014 - Present
Freddie Mac September 2013 - July 2014
Calvert Investments March 1989 - October 2012
Skills
Technology Architecture..., Budgeting and Cost..., Business Continuity..., Web and Applications..., Mobile Applications, Network and..., Staff Development and..., Software Development, Digital Marketing, Product Management, Security, Series 63, Web Analytics, Mutual Funds, Asset Managment, Securities, Leadership, Portfolio Management, Investments, Strategic Planning, Risk Management, Web Development, Fixed Income, SEO, Series 7, Competitive Analysis, Equities
Education
Fordham University
B.S., Information Systems, Finance
The George Washington University
M.S., Information Technology
Andrew Gartrell Andrew Gartrell's Calvert Investments Experience 1993 - 1995
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Karin Zauderer's Calvert Investments Experience February 2007 - September 2011
Job Senior Vice President, Strategic Marketing at PIMCO
Industry Financial Services
Experience
PIMCO September 2011 - Present
Calvert Investments February 2007 - September 2011
UBS Investment Bank March 2004 - February 2007
Citigroup 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, finance, strategy
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
PIMCO September 2011 - Present
Calvert Investments February 2007 - September 2011
UBS Investment Bank March 2004 - February 2007
Citigroup 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, finance, strategy
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
Tacy Roby, CFP's Calvert Investments Experience 2013 - Present
Job Regional Vice President, MidAtlantic Region at Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2013 - Present
Calvert Investments August 2003 - May 2013
Prudential Securities January 2000 - August 2003
Chevy Chase Bank January 1998 - January 1999
Chevy Chase Bank January 1996 - January 1998
The Johns Hopkins University January 1992 - January 1996
Indralekha: Textile Art of India January 1992 - January 1995
Verner, Liipfert (now Piper, Rudnick) January 1988 - January 1992
Skills
Investments, Mutual Funds, Strategy, Marketing Communications, Marketing Strategy, Strategic Financial..., Series 63, Series 7, Asset Management, Financial Planning, Financial Advisory, Team Leadership, Direct Marketing, Leadership, Marketing, Online Advertising, Certified Financial..., Women and Investing, Sustainable and..., Financial Literacy,..., Non Profit Management, Business Development, Nonprofits, Budgets, Online Marketing, Legislative Advocacy, Environmental Investing, Email Marketing, Multimedia Project..., Financial Advice, Socially Responsible..., Wealth Management, Portfolio Management, Sales
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
M.A., International Economics
Delhi University 1987 — 1988
Rotary Foundation International Peace Scholar, New Delhi, India, International Economics and International Relations
University of Michigan 1983 — 1987
B.A., History, High Honors
Westtown School, Westtown, Pennsylvania
High School, High School/Secondary Diplomas and Certificates
Calvert Investments 2013 - Present
Calvert Investments August 2003 - May 2013
Prudential Securities January 2000 - August 2003
Chevy Chase Bank January 1998 - January 1999
Chevy Chase Bank January 1996 - January 1998
The Johns Hopkins University January 1992 - January 1996
Indralekha: Textile Art of India January 1992 - January 1995
Verner, Liipfert (now Piper, Rudnick) January 1988 - January 1992
Skills
Investments, Mutual Funds, Strategy, Marketing Communications, Marketing Strategy, Strategic Financial..., Series 63, Series 7, Asset Management, Financial Planning, Financial Advisory, Team Leadership, Direct Marketing, Leadership, Marketing, Online Advertising, Certified Financial..., Women and Investing, Sustainable and..., Financial Literacy,..., Non Profit Management, Business Development, Nonprofits, Budgets, Online Marketing, Legislative Advocacy, Environmental Investing, Email Marketing, Multimedia Project..., Financial Advice, Socially Responsible..., Wealth Management, Portfolio Management, Sales
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
M.A., International Economics
Delhi University 1987 — 1988
Rotary Foundation International Peace Scholar, New Delhi, India, International Economics and International Relations
University of Michigan 1983 — 1987
B.A., History, High Honors
Westtown School, Westtown, Pennsylvania
High School, High School/Secondary Diplomas and Certificates
Jamie Lippman Jamie Lippman's Calvert Investments Experience June 2012 - July 2012
Job Social Responsibility Manager at JCPenney
Industry Retail
Experience
JCPenney February 2015 - Present
JCPenney October 2013 - January 2015
Nestlé Waters North America June 2013 - October 2013
ING August 2012 - September 2012
Calvert Investments June 2012 - July 2012
United States Business Council for Sustainable Development November 2010 - August 2011
American Jewish World Service January 2010 - November 2010
American Jewish World Service January 2009 - February 2010
United States Business Council for Sustainable Development August 2008 - December 2008
The University of Texas at Austin, McCombs September 2007 - May 2008
Skills
Strategy, Corporate Social..., Sustainability, NGOs, Strategic Communications, Social Entrepreneurship, Sustainable Development, Public Relations, Public Speaking, Marketing Communications, Nonprofits, Emerging Markets, Entrepreneurship, Social Media, Management Consulting, Strategic Planning, Social Media Marketing, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
The University of Texas at Austin 2003 — 2008
Plan II Honors, Marketing
University of Otago 2006 — 2006
Marketing, Environmental Economics
JCPenney February 2015 - Present
JCPenney October 2013 - January 2015
Nestlé Waters North America June 2013 - October 2013
ING August 2012 - September 2012
Calvert Investments June 2012 - July 2012
United States Business Council for Sustainable Development November 2010 - August 2011
American Jewish World Service January 2010 - November 2010
American Jewish World Service January 2009 - February 2010
United States Business Council for Sustainable Development August 2008 - December 2008
The University of Texas at Austin, McCombs September 2007 - May 2008
Skills
Strategy, Corporate Social..., Sustainability, NGOs, Strategic Communications, Social Entrepreneurship, Sustainable Development, Public Relations, Public Speaking, Marketing Communications, Nonprofits, Emerging Markets, Entrepreneurship, Social Media, Management Consulting, Strategic Planning, Social Media Marketing, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
The University of Texas at Austin 2003 — 2008
Plan II Honors, Marketing
University of Otago 2006 — 2006
Marketing, Environmental Economics
Elizabeth Le Vaca's Calvert Investments Experience 1992 - October 2012
Job Senior Public Relations, Corporate Communications Expert
Industry Public Relations and Communications
Experience
Ogilvy Public Relations October 2014 - Present
ELV Consulting October 2012 - Present
Calvert Investments 1992 - October 2012
Skills
Social Media, Corporate Social..., Internal Communications, Public Relations, Crisis Communications, Marketing Communications, Integrated Marketing, Strategic Communications, Copywriting, Crisis Management, Blogging, Communication Training, Email Marketing, Media Relations, Speech Writing, Press Releases, Nonprofits, Corporate Communications, Marketing Strategy, Editing, Corporate Branding, Online Marketing, Reputation Management, Digital Marketing, Journalism, Community Development, Message Development, Newsletters, Publicity, Communications Planning, Brand Development
Education
University of Maryland College Park 1985 — 1990
Bachelor’s Degree, Government and Politics, History
L'Academie de Cuisine
Ogilvy Public Relations October 2014 - Present
ELV Consulting October 2012 - Present
Calvert Investments 1992 - October 2012
Skills
Social Media, Corporate Social..., Internal Communications, Public Relations, Crisis Communications, Marketing Communications, Integrated Marketing, Strategic Communications, Copywriting, Crisis Management, Blogging, Communication Training, Email Marketing, Media Relations, Speech Writing, Press Releases, Nonprofits, Corporate Communications, Marketing Strategy, Editing, Corporate Branding, Online Marketing, Reputation Management, Digital Marketing, Journalism, Community Development, Message Development, Newsletters, Publicity, Communications Planning, Brand Development
Education
University of Maryland College Park 1985 — 1990
Bachelor’s Degree, Government and Politics, History
L'Academie de Cuisine
Bennett Freeman Bennett Freeman's Calvert Investments Experience April 2006 - April 2015
Job Consultant, board member and speaker on business and human rights, sustainability, and responsible investment
Industry International Affairs
Experience
Calvert Investments April 2006 - April 2015
Burson-Marsteller May 2003 - March 2006
Sustainable Investment Strategies June 2001 - April 2003
Columbia University September 2002 - December 2002
Council on Foreign Relations February 2002 - July 2002
U.S. Department of State April 1999 - January 2001
U.S. Department of State May 1997 - March 1999
U.S. Department of State April 1993 - May 1997
GE February 1985 - April 1993
Clinton-Gore Presidential Campaign August 1992 - November 1992
Skills
Corporate Social..., Sustainability, International..., Foreign Policy, Diplomacy, International..., Human Rights, International Human..., Sustainable Energy, Oil & Gas Industry, Investment Strategies, Social Return on..., International Relations, Foreign Trade Policy, Global Politics, American Politics, British politics, Public Speaking, Executive Management, International Public..., Strategic Communications, Non-profit Boards, Non-profit Leadership, International NGOs, Socially Responsible..., Policy, Public Policy, Stakeholder Engagement, International..., Policy Analysis, Strategy, Governance, Political Campaigns, Politics, Public Affairs, NGOs, Sustainable Development, Government
Education
University of Oxford 1979 — 1981
M.A. Honours, Modern History (Balliol College)
University of California at Berkeley 1975 — 1979
AB Highest Honors (Summa Cum Laude), History
Calvert Investments April 2006 - April 2015
Burson-Marsteller May 2003 - March 2006
Sustainable Investment Strategies June 2001 - April 2003
Columbia University September 2002 - December 2002
Council on Foreign Relations February 2002 - July 2002
U.S. Department of State April 1999 - January 2001
U.S. Department of State May 1997 - March 1999
U.S. Department of State April 1993 - May 1997
GE February 1985 - April 1993
Clinton-Gore Presidential Campaign August 1992 - November 1992
Skills
Corporate Social..., Sustainability, International..., Foreign Policy, Diplomacy, International..., Human Rights, International Human..., Sustainable Energy, Oil & Gas Industry, Investment Strategies, Social Return on..., International Relations, Foreign Trade Policy, Global Politics, American Politics, British politics, Public Speaking, Executive Management, International Public..., Strategic Communications, Non-profit Boards, Non-profit Leadership, International NGOs, Socially Responsible..., Policy, Public Policy, Stakeholder Engagement, International..., Policy Analysis, Strategy, Governance, Political Campaigns, Politics, Public Affairs, NGOs, Sustainable Development, Government
Education
University of Oxford 1979 — 1981
M.A. Honours, Modern History (Balliol College)
University of California at Berkeley 1975 — 1979
AB Highest Honors (Summa Cum Laude), History
Dakota Jones Dakota Jones's Calvert Investments Experience 1999 - 2000
Job Chief Operating Officer at LD3 Productions
Industry Entertainment
Experience
LD3- Productions May 2010 - Present
Pre-Paid Legal & Blastoff Network 2005 - Present
DMBE Consulting April 2010 - June 2010
national museum of crime and punishment March 2008 - March 2010
East Penn School District October 2005 - April 2006
Calvert Investments 1999 - 2000
Skills
Television, Film Production, Journalism, New Media, Social Media, Broadcast, Video, Management, Social Networking, Youth Development, Youth Leadership, Education, Child Welfare
Education
Penn State University 2008 — 2011
BA, Psychology Applied behavior Analysis
LD3- Productions May 2010 - Present
Pre-Paid Legal & Blastoff Network 2005 - Present
DMBE Consulting April 2010 - June 2010
national museum of crime and punishment March 2008 - March 2010
East Penn School District October 2005 - April 2006
Calvert Investments 1999 - 2000
Skills
Television, Film Production, Journalism, New Media, Social Media, Broadcast, Video, Management, Social Networking, Youth Development, Youth Leadership, Education, Child Welfare
Education
Penn State University 2008 — 2011
BA, Psychology Applied behavior Analysis
Sarah Friedman Hersh Sarah Friedman Hersh's Calvert Investments Experience May 2015 - August 2015
Job MBA Candidate, Yale School of Management
Industry Investment Management
Experience
Calvert Investments May 2015 - August 2015
American Jewish World Service (AJWS) December 2013 - November 2014
UJA-Federation of New York July 2013 - August 2014
Dexterity Management May 2013 - July 2013
United States Senate April 2013 - May 2013
Green Zionist Alliance June 2012 - February 2013
Arava Institute for Environmental Studies September 2012 - October 2012
UJA-Federation of New York March 2011 - May 2012
UJA-Federation of New York July 2010 - March 2011
Let's Get Ready June 2008 - August 2008
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Tel Aviv University 2012 — 2012
Kenyon College 2006 — 2010
BA
University of Haifa 2009 — 2009
School for International Training 2008 — 2008
Calvert Investments May 2015 - August 2015
American Jewish World Service (AJWS) December 2013 - November 2014
UJA-Federation of New York July 2013 - August 2014
Dexterity Management May 2013 - July 2013
United States Senate April 2013 - May 2013
Green Zionist Alliance June 2012 - February 2013
Arava Institute for Environmental Studies September 2012 - October 2012
UJA-Federation of New York March 2011 - May 2012
UJA-Federation of New York July 2010 - March 2011
Let's Get Ready June 2008 - August 2008
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Tel Aviv University 2012 — 2012
Kenyon College 2006 — 2010
BA
University of Haifa 2009 — 2009
School for International Training 2008 — 2008
Rudy Turcios's Calvert Investments Experience November 2014 - Present
Job Client Services Representative at Calvert Investments
Industry Research
Experience
Calvert Investments November 2014 - Present
D&R International March 2014 - October 2014
IMG-Crown Energy Services, Contractor to the Department of Energy October 2012 - February 2014
UM January 2010 - August 2012
Ourisman Honda August 2004 - July 2011
Community Service January 2007 - June 2007
Skills
Analysis, Economics, Customer Service, Microsoft Excel, Management, Research
Education
University of Maryland College Park 2010 — 2012
BA, Economics
University of Maryland: College 2010 — 2012
B.A, Economics
Montgomery College 2006 — 2009
A.A, General Studies
Calvert Investments November 2014 - Present
D&R International March 2014 - October 2014
IMG-Crown Energy Services, Contractor to the Department of Energy October 2012 - February 2014
UM January 2010 - August 2012
Ourisman Honda August 2004 - July 2011
Community Service January 2007 - June 2007
Skills
Analysis, Economics, Customer Service, Microsoft Excel, Management, Research
Education
University of Maryland College Park 2010 — 2012
BA, Economics
University of Maryland: College 2010 — 2012
B.A, Economics
Montgomery College 2006 — 2009
A.A, General Studies
Ryan McBurney Ryan McBurney's Calvert Investments Experience July 2011 - September 2011
Job Digital Marketing Professional | Expertise in Search and Social Marketing
Industry Marketing and Advertising
Experience
Interactive Strategies April 2013 - Present
FaceTime Strategy, LLC October 2011 - April 2013
Get Busy Media & Marketing March 2011 - December 2012
Calvert Investments July 2011 - September 2011
Blue Bug Digital April 2011 - July 2011
kajeet July 2010 - April 2011
Mobile Discovery May 2009 - July 2010
ASTAR Courts February 2010 - June 2010
Catalyst Rx May 2006 - January 2009
Skills
Social Media Marketing, Digital Marketing, Email Marketing, Social Media, SEO, Blogging, Online Marketing, Facebook, Digital Strategy, Marketing Strategy, Google Adwords, PPC, Blog Marketing, Google Analytics, Account Management, Strategic Planning, Online Reputation..., Marketing Communications, Brand Development, Web Analytics, New Business Development, Blog Development, Twitter, Social Marketing, Public Relations, Lead Generation, Social Media Monitoring, Blogger Outreach, Corporate Blogging, Analytics, Radian6, Facebook Insights, Adobe Creative Suite, Personal Branding, Mobile Technology, Small Business, Front-end, Front-end Development, HTML, CSS, SASS, jQuery
Education
General Assembly 2015 — 2015
Front-End Website Development
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Marketing & Entrepreneurship
Interactive Strategies April 2013 - Present
FaceTime Strategy, LLC October 2011 - April 2013
Get Busy Media & Marketing March 2011 - December 2012
Calvert Investments July 2011 - September 2011
Blue Bug Digital April 2011 - July 2011
kajeet July 2010 - April 2011
Mobile Discovery May 2009 - July 2010
ASTAR Courts February 2010 - June 2010
Catalyst Rx May 2006 - January 2009
Skills
Social Media Marketing, Digital Marketing, Email Marketing, Social Media, SEO, Blogging, Online Marketing, Facebook, Digital Strategy, Marketing Strategy, Google Adwords, PPC, Blog Marketing, Google Analytics, Account Management, Strategic Planning, Online Reputation..., Marketing Communications, Brand Development, Web Analytics, New Business Development, Blog Development, Twitter, Social Marketing, Public Relations, Lead Generation, Social Media Monitoring, Blogger Outreach, Corporate Blogging, Analytics, Radian6, Facebook Insights, Adobe Creative Suite, Personal Branding, Mobile Technology, Small Business, Front-end, Front-end Development, HTML, CSS, SASS, jQuery
Education
General Assembly 2015 — 2015
Front-End Website Development
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Marketing & Entrepreneurship
bob muldoon bob muldoon's Calvert Investments Experience 1995 - 2001
Job Regional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Allison Larsen Allison Larsen's Calvert Investments Experience July 2010 - Present
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
Erica Lasdon Erica Lasdon's Calvert Investments Experience 2005 - Present
Job Senior Sustainability Analyst and Manager at Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2005 - Present
People For the American Way 2003 - 2005
People For the American Way 1998 - 2003
Skills
Governance, Human Rights, Sustainability Strategy, Corporate Social..., Project Implementation, Report Writing, Environmental, Civil Rights, Issue Advocacy, Strategic Communications, Sustainability, Environmental Awareness, Sustainability Reporting, Public Policy, International..., Project Management
Education
University of California, San Diego 1989 — 1994
B.A. & B.S., History, Biology
Calvert Investments 2005 - Present
People For the American Way 2003 - 2005
People For the American Way 1998 - 2003
Skills
Governance, Human Rights, Sustainability Strategy, Corporate Social..., Project Implementation, Report Writing, Environmental, Civil Rights, Issue Advocacy, Strategic Communications, Sustainability, Environmental Awareness, Sustainability Reporting, Public Policy, International..., Project Management
Education
University of California, San Diego 1989 — 1994
B.A. & B.S., History, Biology
Rebecca Henson Rebecca Henson's Calvert Investments Experience November 2007 - Present
Job Senior Sustainability Analyst at Calvert Investments
Industry Renewables & Environment
Experience
Calvert Investments November 2007 - Present
David Gardiner & Associates April 2006 - November 2007
Apollo Alliance January 2004 - September 2004
Brady Campaign to Prevent Gun Violence August 2003 - December 2003
Skills
Corporate Sustainability, Sustainable Business, Corporate Social..., Environmental Policy, Renewable Energy, Sustainability, Socially Responsible..., Policy, Energy, Nonprofits, Research, Climate Change, Sustainability Reporting, Sustainability..., Analysis, Cleantech, Sustainable Development, Policy Analysis, Sustainable Energy, Stakeholder Engagement, Environmental Awareness, International...
Education
University of Bath 2004 — 2005
MA, Euromaster Program
McDonogh School
High School
Vanderbilt University
Bachelor’s Degree, History
Calvert Investments November 2007 - Present
David Gardiner & Associates April 2006 - November 2007
Apollo Alliance January 2004 - September 2004
Brady Campaign to Prevent Gun Violence August 2003 - December 2003
Skills
Corporate Sustainability, Sustainable Business, Corporate Social..., Environmental Policy, Renewable Energy, Sustainability, Socially Responsible..., Policy, Energy, Nonprofits, Research, Climate Change, Sustainability Reporting, Sustainability..., Analysis, Cleantech, Sustainable Development, Policy Analysis, Sustainable Energy, Stakeholder Engagement, Environmental Awareness, International...
Education
University of Bath 2004 — 2005
MA, Euromaster Program
McDonogh School
High School
Vanderbilt University
Bachelor’s Degree, History
Isaac Block Isaac Block's Calvert Investments Experience January 2015 - April 2015
Job Analyst at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners July 2015 - Present
Calvert Investments January 2015 - April 2015
RainKing Solutions May 2014 - January 2015
American University January 2014 - April 2014
National Alliance of Community Economic Development Associations January 2014 - April 2014
American University April 2013 - December 2013
Trace3 June 2012 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, PowerPoint, Blogging, Editing, Facebook, Sports, Leadership, Salesforce.com, Business Analytics, Economic Research, Research, Data Analysis, Access, Customer Service
Education
American University 2011 — 2015
Bachelor of Science (B.S.), Economics, minor in International Business
Vantage Partners July 2015 - Present
Calvert Investments January 2015 - April 2015
RainKing Solutions May 2014 - January 2015
American University January 2014 - April 2014
National Alliance of Community Economic Development Associations January 2014 - April 2014
American University April 2013 - December 2013
Trace3 June 2012 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, PowerPoint, Blogging, Editing, Facebook, Sports, Leadership, Salesforce.com, Business Analytics, Economic Research, Research, Data Analysis, Access, Customer Service
Education
American University 2011 — 2015
Bachelor of Science (B.S.), Economics, minor in International Business
Elena Kuo-LeBlanc's Calvert Investments Experience February 2014 - Present
Job Business Analyst at Calvert Investments
Industry Financial Services
Experience
Calvert Investments February 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2013 - January 2014
Starwood Hotels & Resorts Worldwide, Inc. November 2012 - October 2013
Westin Boston Waterfront Hotel October 2011 - November 2012
Clarkson University August 2008 - May 2011
Southworth Development May 2010 - August 2010
Rhode Island Convention Center July 2009 - August 2009
Content Archiving Solutions May 2008 - August 2008
Skills
Time Management, Event Planning, Hospitality, Customer Service, Hotel Management, Management, Catering, Sales, Sales Analysis, Reporting & Analysis, Microsoft Excel, Query Writing, Microsoft Office, Hotels, Hospitality Management, Microsoft Word, PowerPoint, Social Media, Lead Management, VBA, Delphi, Data Analysis, Cleaning Validation
Education
Clarkson University 2007 — 2011
Bachelor's, Innovation and Entrepreneurship
Clarkson University 2007 — 2011
Bachelor's degree, Innovation and Entrepreneurship
Calvert Investments February 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2013 - January 2014
Starwood Hotels & Resorts Worldwide, Inc. November 2012 - October 2013
Westin Boston Waterfront Hotel October 2011 - November 2012
Clarkson University August 2008 - May 2011
Southworth Development May 2010 - August 2010
Rhode Island Convention Center July 2009 - August 2009
Content Archiving Solutions May 2008 - August 2008
Skills
Time Management, Event Planning, Hospitality, Customer Service, Hotel Management, Management, Catering, Sales, Sales Analysis, Reporting & Analysis, Microsoft Excel, Query Writing, Microsoft Office, Hotels, Hospitality Management, Microsoft Word, PowerPoint, Social Media, Lead Management, VBA, Delphi, Data Analysis, Cleaning Validation
Education
Clarkson University 2007 — 2011
Bachelor's, Innovation and Entrepreneurship
Clarkson University 2007 — 2011
Bachelor's degree, Innovation and Entrepreneurship
Ekwo Omakwu's Calvert Investments Experience March 1999 - November 2000
Job Research Consultant at US Africa Technology Council, Inc
Industry International Trade and Development
Experience
US Africa Technology Council Inc November 2000 - Present
Calvert Investments March 1999 - November 2000
Skills
Market Research, Research, Management Consulting, Strategic Planning, Qualitative Research, Policy Analysis, Public Speaking, Economics, International..., Event Planning
Education
Liberty University 1989 — 1992
Bsc, Finance
College for Financial Planning
Master of Science (MSc), Financial Planning and Services
US Africa Technology Council Inc November 2000 - Present
Calvert Investments March 1999 - November 2000
Skills
Market Research, Research, Management Consulting, Strategic Planning, Qualitative Research, Policy Analysis, Public Speaking, Economics, International..., Event Planning
Education
Liberty University 1989 — 1992
Bsc, Finance
College for Financial Planning
Master of Science (MSc), Financial Planning and Services
Penelope Jackson Penelope Jackson's Calvert Investments Experience August 2013 - Present
Job Regional Vice President at Calvert Investments
Industry Financial Services
Experience
Calvert Investments August 2013 - Present
Freelance Writing and Financial Consulting August 2011 - July 2013
Wells Fargo Advisors August 2007 - July 2011
Evergreen Investments 1997 - 2006
Piedmont Airlines 1987 - 1997
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Long Term Care Insurance, Public Speaking, Strategic Financial..., Sales, Marketing, Retirement Planning, Project Management, Marketing Strategy, New Business Development, Estate Planning, Team Building, Coaching, Microsoft Office, Microsoft Excel
Education
Sewanee-The University of the South
Education for Ministry Graduate
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Marketing/Economics/Finance
Calvert Investments August 2013 - Present
Freelance Writing and Financial Consulting August 2011 - July 2013
Wells Fargo Advisors August 2007 - July 2011
Evergreen Investments 1997 - 2006
Piedmont Airlines 1987 - 1997
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Long Term Care Insurance, Public Speaking, Strategic Financial..., Sales, Marketing, Retirement Planning, Project Management, Marketing Strategy, New Business Development, Estate Planning, Team Building, Coaching, Microsoft Office, Microsoft Excel
Education
Sewanee-The University of the South
Education for Ministry Graduate
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Marketing/Economics/Finance
Aditi Mohapatra's Calvert Investments Experience June 2011 - November 2012
Job Associate Director, ICT Practice at BSR (Business for Social Responsibility)
Industry Management Consulting
Experience
BSR (Business for Social Responsibility) December 2012 - Present
Calvert Investments June 2011 - November 2012
Calvert Investments 2011 - April 2012
Calvert Investments June 2007 - April 2011
Education
The George Washington University - School of Business 2005 — 2007
MBA, Finance
University of Florida 2000 — 2003
B.S., International Economics
BSR (Business for Social Responsibility) December 2012 - Present
Calvert Investments June 2011 - November 2012
Calvert Investments 2011 - April 2012
Calvert Investments June 2007 - April 2011
Education
The George Washington University - School of Business 2005 — 2007
MBA, Finance
University of Florida 2000 — 2003
B.S., International Economics
Kara Jackson Kara Jackson's Calvert Investments Experience January 2011 - May 2011
Job Trademark Attorney at U.S. Patent and Trademark Office
Industry Law Practice
Experience
U.S. Patent and Trademark Office May 2015 - Present
DC Department of Youth Rehabilitation Services (DYRS) July 2014 - April 2015
Superior Court of the Virgin Islands May 2012 - May 2014
Calvert Investments January 2011 - May 2011
Howard University School of Law Investor Justice and Educatin Clinic August 2010 - May 2011
Fannie Mae June 2010 - May 2011
National Association of Bond Lawyers May 2009 - July 2009
City of Houston February 2006 - December 2007
Education
Howard University School of Law 2008 — 2011
University of Houston 2003 — 2007
BS, Political Science, Africana Studies
U.S. Patent and Trademark Office May 2015 - Present
DC Department of Youth Rehabilitation Services (DYRS) July 2014 - April 2015
Superior Court of the Virgin Islands May 2012 - May 2014
Calvert Investments January 2011 - May 2011
Howard University School of Law Investor Justice and Educatin Clinic August 2010 - May 2011
Fannie Mae June 2010 - May 2011
National Association of Bond Lawyers May 2009 - July 2009
City of Houston February 2006 - December 2007
Education
Howard University School of Law 2008 — 2011
University of Houston 2003 — 2007
BS, Political Science, Africana Studies
Jeremy Sookhoo Jeremy Sookhoo's Calvert Investments Experience February 2015 - Present
Job Venture Analyst at Calvert Special Equities
Industry Venture Capital & Private Equity
Experience
Calvert Investments February 2015 - Present
Capital One July 2013 - February 2015
Village Capital April 2013 - July 2013
ThinkNear April 2012 - June 2012
Grant Thornton LLP June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Social Entrepreneurship, Impact Investing, Social Innovation, Venture Capital, Finance, Business Strategy, Management Consulting, Leadership, Valuation, Due Diligence, Emerging Markets, Angel Investing, Start-ups, Data Analysis, Corporate Social..., Strategy, Venture Philanthropy, Social Change, Big Data Analytics, Marketing Strategy
Education
Brigham Young University 2006 — 2013
BS, Accounting
Calvert Investments February 2015 - Present
Capital One July 2013 - February 2015
Village Capital April 2013 - July 2013
ThinkNear April 2012 - June 2012
Grant Thornton LLP June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Social Entrepreneurship, Impact Investing, Social Innovation, Venture Capital, Finance, Business Strategy, Management Consulting, Leadership, Valuation, Due Diligence, Emerging Markets, Angel Investing, Start-ups, Data Analysis, Corporate Social..., Strategy, Venture Philanthropy, Social Change, Big Data Analytics, Marketing Strategy
Education
Brigham Young University 2006 — 2013
BS, Accounting
Randolph Nordby, CFA Randolph Nordby, CFA's Calvert Investments Experience June 2014 - Present
Job Internal Wholesaler at Calvert Investments
Industry Investment Management
Experience
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Ellen Kennedy Ellen Kennedy's Calvert Investments Experience January 2012 - January 2015
Job Corporate and Environmental Sustainability Expert, Writer and Analyst
Industry Investment Management
Experience
The Culinary Institute of America June 2012 - Present
Calvert Investments January 2012 - January 2015
Calvert Investments 2000 - December 2011
Winrock International 1995 - 1999
Skills
Sustainability, Environmental, Corporate Social..., Sustainability Reporting, Climate Change, Environmental Awareness, Environmental Issues, Research, Agriculture, Socially Responsible..., Renewable Energy, Sustainable Business, Sustainability..., Sustainable Development, Environmental Policy, Analysis, Economic Development, Policy Analysis, Program Management, International..., Cleantech, Stakeholder Engagement, Public Policy, Sustainable Energy, Social Entrepreneurship, Energy Policy, NGOs, Energy Efficiency, Water, Carbon, Economics, Carbon Markets, Emerging Markets, Carbon Footprinting, Energy, International Relations, Human Rights
Education
University of California, Berkeley
Latin American Studies (International Relations focus)
Haverford College
BA, Philosophy, Spanish
The Potomac School
The Culinary Institute of America June 2012 - Present
Calvert Investments January 2012 - January 2015
Calvert Investments 2000 - December 2011
Winrock International 1995 - 1999
Skills
Sustainability, Environmental, Corporate Social..., Sustainability Reporting, Climate Change, Environmental Awareness, Environmental Issues, Research, Agriculture, Socially Responsible..., Renewable Energy, Sustainable Business, Sustainability..., Sustainable Development, Environmental Policy, Analysis, Economic Development, Policy Analysis, Program Management, International..., Cleantech, Stakeholder Engagement, Public Policy, Sustainable Energy, Social Entrepreneurship, Energy Policy, NGOs, Energy Efficiency, Water, Carbon, Economics, Carbon Markets, Emerging Markets, Carbon Footprinting, Energy, International Relations, Human Rights
Education
University of California, Berkeley
Latin American Studies (International Relations focus)
Haverford College
BA, Philosophy, Spanish
The Potomac School
Joshua Linder, CFA Joshua Linder, CFA's Calvert Investments Experience January 2014 - Present
Job Assistant Portfolio Manager at Calvert Investments
Industry Investment Management
Experience
Calvert Investments January 2014 - Present
Calvert Investments June 2011 - January 2014
Deloitte Consulting June 2010 - August 2010
U.S.-Korea Institute, Johns Hopkins University - School of Advanced International Studies January 2010 - May 2010
D. E. Shaw & Co. August 2007 - August 2009
Skills
Equities, Financial Modeling, Bloomberg
Education
American University 2009 — 2011
Masters of Public Policy, Quantitative Research Methods
Cornell University 2003 — 2007
Bachelor of Science, Industrial and Labor Relations
Calvert Investments January 2014 - Present
Calvert Investments June 2011 - January 2014
Deloitte Consulting June 2010 - August 2010
U.S.-Korea Institute, Johns Hopkins University - School of Advanced International Studies January 2010 - May 2010
D. E. Shaw & Co. August 2007 - August 2009
Skills
Equities, Financial Modeling, Bloomberg
Education
American University 2009 — 2011
Masters of Public Policy, Quantitative Research Methods
Cornell University 2003 — 2007
Bachelor of Science, Industrial and Labor Relations
Fatima Batalvi, CFA Fatima Batalvi, CFA's Calvert Investments Experience 2001 - Present
Job Senior Securities Analyst, Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2001 - Present
Calvert Investments 1999 - 2001
Morgan Grenfell Asset Management April 1998 - September 1999
Skills
Asset Management, Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Valuation, Financial Modeling, Asset Allocation, Financial Analysis, esoteric ABS, Capital Markets
Education
Seattle University 1994 — 1995
Master of Science in Finance, Accounting and Finance
Institute of Business Administration 1989 — 1992
Master of Business Administration (MBA)
Calvert Investments 2001 - Present
Calvert Investments 1999 - 2001
Morgan Grenfell Asset Management April 1998 - September 1999
Skills
Asset Management, Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Valuation, Financial Modeling, Asset Allocation, Financial Analysis, esoteric ABS, Capital Markets
Education
Seattle University 1994 — 1995
Master of Science in Finance, Accounting and Finance
Institute of Business Administration 1989 — 1992
Master of Business Administration (MBA)
Jordan Fried Jordan Fried's Calvert Investments Experience September 2008 - May 2009
Job Property Sector Analyst at HFF
Industry Real Estate
Experience
HFF July 2014 - Present
HFF July 2013 - Present
ProShare Advisors, LLC May 2012 - September 2012
Southwest Airlines August 2010 - December 2010
J.McLaughlin May 2008 - August 2010
Calvert Investments September 2008 - May 2009
The Airforwarders Association March 2007 - April 2007
Skills
Negotiation, Microsoft Office, Excel, Social Media, PowerPoint, Microsoft Word, Research, Spanish, Event Planning, Public Speaking, Fundraising, Social Media Marketing, Public Relations, Financial Analysis, Bloomberg, Quantitative Analytics, Microsoft Excel
Education
Dickinson College 2011 — 2013
Bachelor of Arts (B.A.), Cum Laude, Economics with extensive coursework in International Business and Management
Southern Methodist University - Cox School of Business 2009 — 2010
Bachelor of Business Administration (BBA), Marketing and Real Estate Finance, 3.6
London School of Economics and Political Science 2011 — 2011
Programme Certificate, Bargaining and Negotiation
Weichert Realtors Principles of Real Estate School 2010 — 2010
Salesperson License, Real Estate
Bethesda Chevy Chase High School 2005 — 2009
Diploma, General Studies
HFF July 2014 - Present
HFF July 2013 - Present
ProShare Advisors, LLC May 2012 - September 2012
Southwest Airlines August 2010 - December 2010
J.McLaughlin May 2008 - August 2010
Calvert Investments September 2008 - May 2009
The Airforwarders Association March 2007 - April 2007
Skills
Negotiation, Microsoft Office, Excel, Social Media, PowerPoint, Microsoft Word, Research, Spanish, Event Planning, Public Speaking, Fundraising, Social Media Marketing, Public Relations, Financial Analysis, Bloomberg, Quantitative Analytics, Microsoft Excel
Education
Dickinson College 2011 — 2013
Bachelor of Arts (B.A.), Cum Laude, Economics with extensive coursework in International Business and Management
Southern Methodist University - Cox School of Business 2009 — 2010
Bachelor of Business Administration (BBA), Marketing and Real Estate Finance, 3.6
London School of Economics and Political Science 2011 — 2011
Programme Certificate, Bargaining and Negotiation
Weichert Realtors Principles of Real Estate School 2010 — 2010
Salesperson License, Real Estate
Bethesda Chevy Chase High School 2005 — 2009
Diploma, General Studies
Erik Blake Erik Blake's Calvert Investments Experience July 2004 - December 2004
Job Marketing Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management June 2010 - Present
Columbia Management May 2005 - May 2010
Calvert Investments July 2004 - December 2004
Skills
Marketing Strategy, Marketing Communications, Brand Development, Branding & Identity, Brand Awareness, Project Management, Writing, Speech Writing, Training, Script-writing, Web Content
Education
Brandeis University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
UCL 1990 — 1991
Year abroad, English Language and Literature/Letters
Columbia Management June 2010 - Present
Columbia Management May 2005 - May 2010
Calvert Investments July 2004 - December 2004
Skills
Marketing Strategy, Marketing Communications, Brand Development, Branding & Identity, Brand Awareness, Project Management, Writing, Speech Writing, Training, Script-writing, Web Content
Education
Brandeis University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
UCL 1990 — 1991
Year abroad, English Language and Literature/Letters
Anissa Keating Anissa Keating's Calvert Investments Experience September 2011 - July 2014
Job Senior Experience Strategist at Wunderman DC
Industry Marketing and Advertising
Experience
Wunderman DC November 2014 - Present
Calvert Investments September 2011 - July 2014
nississima August 2004 - August 2011
Upshot February 2008 - January 2009
EPIC 2008 - 2008
American Capital Strategies, Ltd. July 2007 - November 2007
APCO Worldwide January 2006 - July 2007
Internews Network December 2004 - December 2005
WAMU 88.5 FM Public Radio August 2003 - October 2004
MHz Networks May 2004 - May 2004
Skills
Public Relations, Non-profits, B2B, Healthcare, Financial Services, Consumer Packaged Goods..., B2B Marketing, Telecommunications, Telecommunications..., Word Of Mouth Marketing, Social Media Marketing, Sustainable Responsible..., Alcoholic Beverage..., French, Copy Editing, Adobe Creative Suite, Digital Project..., Website Builds, Digital Strategy, Marketing Strategy, Information Architecture, Marketing, Interactive Marketing, Web Development, Website Development, CMS, Digital Marketing, Email Marketing, CRM, Social Marketing, Omniture, Content Strategy, Web Content Management, Strategy, Social Media, Social Networking, Online Marketing, Copywriting, Mobile Marketing, Creative Direction, Management, Advertising, Integrated Marketing, Interactive Advertising, Online Advertising, Brand Development, Branding & Identity, Strategic Communications
Education
Georgetown University 2006 — 2006
Certificate, Web Development
American University 2002 — 2004
BA, International Studies
John Cabot University 2000 — 2002
n/a - year abroad, International Studies
Wunderman DC November 2014 - Present
Calvert Investments September 2011 - July 2014
nississima August 2004 - August 2011
Upshot February 2008 - January 2009
EPIC 2008 - 2008
American Capital Strategies, Ltd. July 2007 - November 2007
APCO Worldwide January 2006 - July 2007
Internews Network December 2004 - December 2005
WAMU 88.5 FM Public Radio August 2003 - October 2004
MHz Networks May 2004 - May 2004
Skills
Public Relations, Non-profits, B2B, Healthcare, Financial Services, Consumer Packaged Goods..., B2B Marketing, Telecommunications, Telecommunications..., Word Of Mouth Marketing, Social Media Marketing, Sustainable Responsible..., Alcoholic Beverage..., French, Copy Editing, Adobe Creative Suite, Digital Project..., Website Builds, Digital Strategy, Marketing Strategy, Information Architecture, Marketing, Interactive Marketing, Web Development, Website Development, CMS, Digital Marketing, Email Marketing, CRM, Social Marketing, Omniture, Content Strategy, Web Content Management, Strategy, Social Media, Social Networking, Online Marketing, Copywriting, Mobile Marketing, Creative Direction, Management, Advertising, Integrated Marketing, Interactive Advertising, Online Advertising, Brand Development, Branding & Identity, Strategic Communications
Education
Georgetown University 2006 — 2006
Certificate, Web Development
American University 2002 — 2004
BA, International Studies
John Cabot University 2000 — 2002
n/a - year abroad, International Studies
Roger Dean's Calvert Investments Experience July 2013 - August 2013
Job Director at EGAT
Industry International Trade and Development
Experience
Economic Growth and Transformation September 2014 - Present
The World Bank March 2015 - July 2015
Calvert Investments July 2013 - August 2013
Center For Talented Youth (Johns Hopkins University) July 2012 - July 2012
Skills
Stata, Microsoft Excel, Economics, Econometrics, Mathematics, Teaching, Research, PowerPoint, Spanish, Qualitative Research
Education
Claremont McKenna College 2010 — 2014
Economics
Economic Growth and Transformation September 2014 - Present
The World Bank March 2015 - July 2015
Calvert Investments July 2013 - August 2013
Center For Talented Youth (Johns Hopkins University) July 2012 - July 2012
Skills
Stata, Microsoft Excel, Economics, Econometrics, Mathematics, Teaching, Research, PowerPoint, Spanish, Qualitative Research
Education
Claremont McKenna College 2010 — 2014
Economics
Denise Angelico Paarlberg's Calvert Investments Experience May 2014 - August 2014
Job Scholar with the Critical Language Scholarship Program at Department of State; American Councils
Industry Investment Management
Experience
Department of State; American Councils June 2015 - Present
Embassy Of Jordan September 2014 - May 2015
Calvert Investments May 2014 - August 2014
CIEE August 2013 - May 2014
The Jordanian Hashemite Fund for Human Development (JOHUD) September 2013 - December 2013
Mack & Associates June 2013 - August 2013
International Student and Scholar Services October 2012 - May 2013
TheEurasian BusinessCoalition January 2012 - May 2012
American University Language Center September 2011 - May 2012
Rotary International August 2010 - July 2011
Skills
Research, Public Speaking, Spanish, Editing, Community Outreach, Intercultural..., Politics, Fundraising, Microsoft Office, Foreign Languages, Event Management, Czech, Modern Standard Arabic, Ballroom, Linguistics, Arabic Jordanian Dialect, International Market..., Comparative Religion, Proposal Writing, Microsoft Excel, International Relations, Social Media, PowerPoint
Education
American University 2011 — 2015
Honors Bachelor of Arts (B.A.) Economics
The Princess Sumaya Institute of Technology 2014 — 2014
Department of State; American Councils June 2015 - Present
Embassy Of Jordan September 2014 - May 2015
Calvert Investments May 2014 - August 2014
CIEE August 2013 - May 2014
The Jordanian Hashemite Fund for Human Development (JOHUD) September 2013 - December 2013
Mack & Associates June 2013 - August 2013
International Student and Scholar Services October 2012 - May 2013
TheEurasian BusinessCoalition January 2012 - May 2012
American University Language Center September 2011 - May 2012
Rotary International August 2010 - July 2011
Skills
Research, Public Speaking, Spanish, Editing, Community Outreach, Intercultural..., Politics, Fundraising, Microsoft Office, Foreign Languages, Event Management, Czech, Modern Standard Arabic, Ballroom, Linguistics, Arabic Jordanian Dialect, International Market..., Comparative Religion, Proposal Writing, Microsoft Excel, International Relations, Social Media, PowerPoint
Education
American University 2011 — 2015
Honors Bachelor of Arts (B.A.) Economics
The Princess Sumaya Institute of Technology 2014 — 2014
Lenore Reiner Lenore Reiner's Calvert Investments Experience September 2011 - February 2013
Job Director of National Sales & Marketing at Motley Fool Asset Management
Industry Financial Services
Experience
Motley Fool Asset Management March 2013 - Present
Calvert Investments September 2011 - February 2013
Calvert Investments January 2008 - August 2011
Calvert Investments April 2006 - December 2007
Investors Group Financial Services Inc. January 2004 - March 2006
Fruit of the Loom November 2001 - January 2004
Nanni September 1996 - October 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Management, Disability Insurance, ETFs, Equities, FINRA, Financial Markets, Fixed Income, Financial Services, Investment Management, Management, Marketing, Portfolio Management, Retirement Planning, Trading, Series 65
Education
Advocis
Life License Qualification Program
Canadian Securities Institute
Canadian Securities Course
York University 1992 — 1996
BES (Honours), Bachelor of Environmental Studies
College for Financial Planning
CMFC, Chartered Mutual Fund Counsellor
Motley Fool Asset Management March 2013 - Present
Calvert Investments September 2011 - February 2013
Calvert Investments January 2008 - August 2011
Calvert Investments April 2006 - December 2007
Investors Group Financial Services Inc. January 2004 - March 2006
Fruit of the Loom November 2001 - January 2004
Nanni September 1996 - October 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Management, Disability Insurance, ETFs, Equities, FINRA, Financial Markets, Fixed Income, Financial Services, Investment Management, Management, Marketing, Portfolio Management, Retirement Planning, Trading, Series 65
Education
Advocis
Life License Qualification Program
Canadian Securities Institute
Canadian Securities Course
York University 1992 — 1996
BES (Honours), Bachelor of Environmental Studies
College for Financial Planning
CMFC, Chartered Mutual Fund Counsellor
Michael Witmer Michael Witmer's Calvert Investments Experience August 2013 - Present
Job Director of Finance at Calvert Investments
Industry Financial Services
Experience
Calvert Investments August 2013 - Present
Genworth Financial March 2009 - 2013
Genworth Financial 2008 - 2009
Genworth Financial 2005 - 2008
Genworth Financial 2002 - 2004
General Electric 1999 - 2002
General Electric 1997 - 1999
General Electric 1995 - 1997
General Electric 1994 - 1995
General Electric 1993 - 1994
Skills
Strategic Financial..., Profitability..., Risk Management, Strategic Sourcing, Cross-functional Team..., Financial Analysis, Scenario Analysis, Expense Management, Financial Modeling, Aerospace, Aircraft Leasing, Power Systems, Manufacturing, Insurance, Team Leadership, Finance, Analysis
Education
Stockton University 1984 — 1989
BA, Finance
Calvert Investments August 2013 - Present
Genworth Financial March 2009 - 2013
Genworth Financial 2008 - 2009
Genworth Financial 2005 - 2008
Genworth Financial 2002 - 2004
General Electric 1999 - 2002
General Electric 1997 - 1999
General Electric 1995 - 1997
General Electric 1994 - 1995
General Electric 1993 - 1994
Skills
Strategic Financial..., Profitability..., Risk Management, Strategic Sourcing, Cross-functional Team..., Financial Analysis, Scenario Analysis, Expense Management, Financial Modeling, Aerospace, Aircraft Leasing, Power Systems, Manufacturing, Insurance, Team Leadership, Finance, Analysis
Education
Stockton University 1984 — 1989
BA, Finance
Kuria Mwangi Kuria Mwangi's Calvert Investments Experience May 2013 - August 2013
Job Financial Advisor
Industry Financial Services
Experience
Virginia Asset Management March 2015 - Present
Vanguard May 2014 - March 2015
Calvert Investments May 2013 - August 2013
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Virginia Asset Management March 2015 - Present
Vanguard May 2014 - March 2015
Calvert Investments May 2013 - August 2013
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Osato Aibangbee Osato Aibangbee's Calvert Investments Experience 2013 - 2013
Job Development Consultant Intern at EY
Industry Accounting
Experience
Intern with EY August 2014 - Present
EY June 2013 - Present
Becker Professional Education August 2014 - May 2015
Jumpstart August 2012 - May 2013
Calvert Investments 2013 - 2013
Zipmark Inc. June 2012 - August 2012
Higher Achievement August 2011 - May 2012
Fortress Investment Group June 2011 - August 2011
Skills
Early Childhood..., Literacy, Leadership, Training, Staff Development, PowerPoint, Management, Classroom, Nonprofits, Public Speaking, Fundraising, Spanish
Education
American University 2011 — 2015
Bachelor's Degree, Accounting
Universidad Pontificia Comillas 2014 — 2014
Study Abroad, Negocios
The Beacon School 2007 — 2011
Intern with EY August 2014 - Present
EY June 2013 - Present
Becker Professional Education August 2014 - May 2015
Jumpstart August 2012 - May 2013
Calvert Investments 2013 - 2013
Zipmark Inc. June 2012 - August 2012
Higher Achievement August 2011 - May 2012
Fortress Investment Group June 2011 - August 2011
Skills
Early Childhood..., Literacy, Leadership, Training, Staff Development, PowerPoint, Management, Classroom, Nonprofits, Public Speaking, Fundraising, Spanish
Education
American University 2011 — 2015
Bachelor's Degree, Accounting
Universidad Pontificia Comillas 2014 — 2014
Study Abroad, Negocios
The Beacon School 2007 — 2011
Yasmin Naghash Yasmin Naghash's Calvert Investments Experience October 2006 - January 2007
Job Attorney at Schulte Roth & Zabel LLP
Industry Law Practice
Experience
Schulte Roth & Zabel LLP August 2014 - Present
Omnia Strategy, LLP June 2012 - June 2014
Themis PLLC September 2010 - June 2012
Department of State, Office of Legal Adviser June 2008 - September 2010
Holland & Hart LLP May 2009 - August 2009
National Institutes of Health February 2007 - September 2007
Calvert Investments October 2006 - January 2007
Law Office of Kurt Berggren October 2005 - May 2006
U.S. Court of Appeals for the D.C. Circuit May 2004 - August 2004
The Economic Club of Washington D.C. May 2003 - August 2003
Skills
Corporate Law, Legal Writing, International Law, Legal Research, Policy Analysis, Litigation, Commercial Litigation, International Business..., Securities Regulation, International Business..., Intellectual Property, Growth Strategies, Financial Law, Financial Regulation, Private Equity, Web Marketing, Regulations, Mergers & Acquisitions
Education
American University, Washington College of Law 2007 — 2010
JD, Business Law
University of Michigan 2002 — 2006
BA cum laude, Political Science & Near Eastern Studies
Boğaziçi Üniversitesi / Bosphorus University 2005 — 2006
School of Economics & International Relations
Schulte Roth & Zabel LLP August 2014 - Present
Omnia Strategy, LLP June 2012 - June 2014
Themis PLLC September 2010 - June 2012
Department of State, Office of Legal Adviser June 2008 - September 2010
Holland & Hart LLP May 2009 - August 2009
National Institutes of Health February 2007 - September 2007
Calvert Investments October 2006 - January 2007
Law Office of Kurt Berggren October 2005 - May 2006
U.S. Court of Appeals for the D.C. Circuit May 2004 - August 2004
The Economic Club of Washington D.C. May 2003 - August 2003
Skills
Corporate Law, Legal Writing, International Law, Legal Research, Policy Analysis, Litigation, Commercial Litigation, International Business..., Securities Regulation, International Business..., Intellectual Property, Growth Strategies, Financial Law, Financial Regulation, Private Equity, Web Marketing, Regulations, Mergers & Acquisitions
Education
American University, Washington College of Law 2007 — 2010
JD, Business Law
University of Michigan 2002 — 2006
BA cum laude, Political Science & Near Eastern Studies
Boğaziçi Üniversitesi / Bosphorus University 2005 — 2006
School of Economics & International Relations
Laura Faircloth Laura Faircloth's Calvert Investments Experience May 2008 - October 2008
Job Program Manager at The Sustainability Consortium
Industry Consumer Goods
Experience
The Sustainability Consortium April 2013 - February 2015
INVISTA April 2012 - March 2013
Ulupono Initiative July 2009 - October 2009
Calvert Investments May 2008 - October 2008
The Nature Conservancy April 2007 - August 2007
CNFA 2005 - 2006
Unocal March 2005 - October 2005
Unocal May 2002 - August 2002
Skills
Project Management, Sustainability, Corporate Social..., Leadership, Program Management, Grant Administration, Start-ups, Business Strategy, Analysis, Research, Strategy, Strategic Planning, Training, Negotiation, Management, Nonprofits, Climate Change, Environmental Awareness
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA), Environmental Management
Wake Forest University 1999 — 2003
BA with Honors, Political Science
The Sustainability Consortium April 2013 - February 2015
INVISTA April 2012 - March 2013
Ulupono Initiative July 2009 - October 2009
Calvert Investments May 2008 - October 2008
The Nature Conservancy April 2007 - August 2007
CNFA 2005 - 2006
Unocal March 2005 - October 2005
Unocal May 2002 - August 2002
Skills
Project Management, Sustainability, Corporate Social..., Leadership, Program Management, Grant Administration, Start-ups, Business Strategy, Analysis, Research, Strategy, Strategic Planning, Training, Negotiation, Management, Nonprofits, Climate Change, Environmental Awareness
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA), Environmental Management
Wake Forest University 1999 — 2003
BA with Honors, Political Science
Shadé Brown's Calvert Investments Experience February 2014 - Present
Job Sustainability Analyst at Calvert Investments
Industry Investment Management
Experience
Calvert Investments February 2014 - Present
World Vision June 2013 - December 2013
United States Institute of Peace July 2012 - May 2013
United States Institute of Peace March 2012 - June 2012
OVERSEAS PRIVATE INVESTMENT CORPORATION May 2011 - December 2011
STANFORD GRADUATE SCHOOL OF BUSINESS-BEHAVIORAL LABORATORY August 2008 - July 2010
SMITH COLLEGE GRADUATE SCHOOL OF SOCIAL WORK May 2007 - August 2007
Skills
Economic Development, Stakeholder Engagement, Conflict Management, Mediation, Organizational Behavior, Research Methods, Qualtrics, Human Rights, Policy, Capacity Building, Program Management, Peacebuilding, Community Development, Conflict Resolution, Policy Analysis, International Relations, International...
Education
Georgetown University 2010 — 2012
Master of Arts, Conflict Resolution
Smith College 2004 — 2008
Bachelor of Arts, Economics and Psychology
The University of Queensland
Study Abroad Program, Brisbane QLD, Australia
Calvert Investments February 2014 - Present
World Vision June 2013 - December 2013
United States Institute of Peace July 2012 - May 2013
United States Institute of Peace March 2012 - June 2012
OVERSEAS PRIVATE INVESTMENT CORPORATION May 2011 - December 2011
STANFORD GRADUATE SCHOOL OF BUSINESS-BEHAVIORAL LABORATORY August 2008 - July 2010
SMITH COLLEGE GRADUATE SCHOOL OF SOCIAL WORK May 2007 - August 2007
Skills
Economic Development, Stakeholder Engagement, Conflict Management, Mediation, Organizational Behavior, Research Methods, Qualtrics, Human Rights, Policy, Capacity Building, Program Management, Peacebuilding, Community Development, Conflict Resolution, Policy Analysis, International Relations, International...
Education
Georgetown University 2010 — 2012
Master of Arts, Conflict Resolution
Smith College 2004 — 2008
Bachelor of Arts, Economics and Psychology
The University of Queensland
Study Abroad Program, Brisbane QLD, Australia
Ellen Jansen's Calvert Investments Experience June 2013 - Present
Job Events Manager at Marriott International
Industry Entertainment
Experience
Marriott International June 2015 - Present
Calvert Investments June 2013 - Present
Media Research Center January 2013 - Present
Institute of World Politics June 2012 - August 2012
Colors February 2011 - August 2012
TD May 2011 - August 2011
Skills
Journalism, Administration, Social Media, Microsoft Excel, Sales, Politics, Microsoft Word, Social Media Marketing, Microsoft Office, Customer Service, Social Networking, Event Planning, Public Relations
Education
The Catholic University of America 2009 — 2013
Marriott International June 2015 - Present
Calvert Investments June 2013 - Present
Media Research Center January 2013 - Present
Institute of World Politics June 2012 - August 2012
Colors February 2011 - August 2012
TD May 2011 - August 2011
Skills
Journalism, Administration, Social Media, Microsoft Excel, Sales, Politics, Microsoft Word, Social Media Marketing, Microsoft Office, Customer Service, Social Networking, Event Planning, Public Relations
Education
The Catholic University of America 2009 — 2013
Allison (Chesnut) Hancock's Calvert Investments Experience June 2010 - May 2011
Job Assistant Director, Customer Experience at Transamerica
Industry Marketing and Advertising
Experience
Transamerica September 2015 - Present
Transamerica September 2014 - September 2015
Dish Network September 2013 - September 2014
Dish Network April 2013 - September 2013
Dish Network June 2011 - April 2013
Calvert Investments June 2010 - May 2011
Velez Capital Management August 2008 - July 2009
Old Mutual May 2007 - June 2008
Skills
Microsoft Office, Bloomberg, Nielsen, Morningstar, Zephyr, Market Research, Marketing Strategy, Competitive Analysis, Data Analysis, Financial Modeling, Financial Analysis, Marketing, Strategy, Analytics, Cross-functional Team..., Business Development, Segmentation, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing, Finance
Vanderbilt University 2003 — 2006
Bachelor of Arts, English, History, Spanish
Transamerica September 2015 - Present
Transamerica September 2014 - September 2015
Dish Network September 2013 - September 2014
Dish Network April 2013 - September 2013
Dish Network June 2011 - April 2013
Calvert Investments June 2010 - May 2011
Velez Capital Management August 2008 - July 2009
Old Mutual May 2007 - June 2008
Skills
Microsoft Office, Bloomberg, Nielsen, Morningstar, Zephyr, Market Research, Marketing Strategy, Competitive Analysis, Data Analysis, Financial Modeling, Financial Analysis, Marketing, Strategy, Analytics, Cross-functional Team..., Business Development, Segmentation, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing, Finance
Vanderbilt University 2003 — 2006
Bachelor of Arts, English, History, Spanish
Werner Parrilla Werner Parrilla's Calvert Investments Experience June 2011 - August 2011
Job Asssistant Project Manager / Business Development at LCCI Construction Management llc.
Industry Real Estate
Experience
LCCI Construction Management llc. April 2014 - Present
No Problem Property Buyers, LLC August 2012 - Present
Calvert Investments June 2011 - August 2011
ARM Group Inc. June 2010 - August 2010
National Nuclear Security Administration June 2009 - August 2009
SEDA-Council of Governments June 2008 - July 2008
Skills
Fluent in Spanish, Intermetiate French..., Microsoft Office, AutoCAD, PowerPoint, Microsoft Excel, Microsoft Word, Matlab, Research, Public Speaking, English, Photoshop, Spanish, Civil Engineering, Teamwork, Statistics, Editing
Education
Bucknell University 2007 — 2012
Bachelor of Science (B.S.), Civil Engineering
Bucknell University 2007 — 2012
Bachelor of Arts (B.A.), Economics
Bartender of America Bartending School 2008 — 2008
Certified Bartender, Mixology
LCCI Construction Management llc. April 2014 - Present
No Problem Property Buyers, LLC August 2012 - Present
Calvert Investments June 2011 - August 2011
ARM Group Inc. June 2010 - August 2010
National Nuclear Security Administration June 2009 - August 2009
SEDA-Council of Governments June 2008 - July 2008
Skills
Fluent in Spanish, Intermetiate French..., Microsoft Office, AutoCAD, PowerPoint, Microsoft Excel, Microsoft Word, Matlab, Research, Public Speaking, English, Photoshop, Spanish, Civil Engineering, Teamwork, Statistics, Editing
Education
Bucknell University 2007 — 2012
Bachelor of Science (B.S.), Civil Engineering
Bucknell University 2007 — 2012
Bachelor of Arts (B.A.), Economics
Bartender of America Bartending School 2008 — 2008
Certified Bartender, Mixology
Laura Tillman's Calvert Investments Experience May 1994 - June 1995
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Homestead Funds June 2013 - Present
Strategic Investment Group April 2013 - June 2013
Towers Watson May 2009 - September 2011
NRECA October 2000 - May 2009
Calvert Investments May 1994 - June 1995
T. Rowe Price September 1987 - April 1993
Skills
Strategic Communications, Message Development, Internal Communications, Strategic Planning, Marketing Strategy, Project Management, Copywriting, Editing, Website Copy, Social Media Marketing, Financial Communications, Marketing Copy, Integrated Marketing, Strategy, Newsletters, Copy Editing, Marketing Communications, Crisis Communications, Marketing, Corporate Branding, Corporate Communications, Leadership, Email Marketing, Web Content, Content Management, Brand Development
Education
Earlham College
Bachelor of Arts, English Literature
Homestead Funds June 2013 - Present
Strategic Investment Group April 2013 - June 2013
Towers Watson May 2009 - September 2011
NRECA October 2000 - May 2009
Calvert Investments May 1994 - June 1995
T. Rowe Price September 1987 - April 1993
Skills
Strategic Communications, Message Development, Internal Communications, Strategic Planning, Marketing Strategy, Project Management, Copywriting, Editing, Website Copy, Social Media Marketing, Financial Communications, Marketing Copy, Integrated Marketing, Strategy, Newsletters, Copy Editing, Marketing Communications, Crisis Communications, Marketing, Corporate Branding, Corporate Communications, Leadership, Email Marketing, Web Content, Content Management, Brand Development
Education
Earlham College
Bachelor of Arts, English Literature
Christine De Groot Christine De Groot's Calvert Investments Experience September 2013 - October 2013
Job Senior Project Manager at GlobeScan
Industry Research
Experience
GlobeScan October 2013 - Present
Calvert Investments September 2013 - October 2013
Calvert Investments November 2012 - September 2013
Calvert Investments October 2010 - November 2012
Calvert Investments February 2010 - October 2010
University of Delaware February 2009 - June 2009
Smithsonian Institution May 2008 - August 2008
Skills
Microsoft Office, Research, Writing Skills, Data Analysis, Sustainability, Energy Efficiency, Corporate Social..., Sustainable Energy, Problem Solving, Qualitative Research, Time Management, Deadline Driven, LexisNexis, Decision Analysis, Data Mapping, Compliance, Investment Decisions, Industry Analysis, Company Benchmarking, Diversity & Inclusion, Written & Oral..., EDGAR filings, Environmental..., Social Impact, Competitive Analysis, Analysis, Writing, Strategy, Project Management, Policy Analysis
Education
University of Delaware 2005 — 2009
Bachelor of Arts, Art History, Anthropology
Bishop Ireton High School 2001 — 2005
High School Diploma
GlobeScan October 2013 - Present
Calvert Investments September 2013 - October 2013
Calvert Investments November 2012 - September 2013
Calvert Investments October 2010 - November 2012
Calvert Investments February 2010 - October 2010
University of Delaware February 2009 - June 2009
Smithsonian Institution May 2008 - August 2008
Skills
Microsoft Office, Research, Writing Skills, Data Analysis, Sustainability, Energy Efficiency, Corporate Social..., Sustainable Energy, Problem Solving, Qualitative Research, Time Management, Deadline Driven, LexisNexis, Decision Analysis, Data Mapping, Compliance, Investment Decisions, Industry Analysis, Company Benchmarking, Diversity & Inclusion, Written & Oral..., EDGAR filings, Environmental..., Social Impact, Competitive Analysis, Analysis, Writing, Strategy, Project Management, Policy Analysis
Education
University of Delaware 2005 — 2009
Bachelor of Arts, Art History, Anthropology
Bishop Ireton High School 2001 — 2005
High School Diploma
Noah Masterson Noah Masterson's Calvert Investments Experience May 2006 - December 2009
Job Manager, Web Design & Development at HID Global
Industry Internet
Experience
HID Global April 2014 - Present
Dell May 2012 - April 2014
Noah Masterson Consulting January 2010 - May 2012
Calvert Investments May 2006 - December 2009
Calvert Investments April 2005 - April 2006
U.S. Global Investors July 2003 - April 2005
Seguin Daily News February 2003 - June 2003
New York Press April 2001 - January 2003
Global Publications/Smooth Magazine June 2000 - August 2001
Urban Box Office December 1999 - March 2000
Skills
Social Media, Blogging, CMS, Photoshop, InDesign, Wordpress, Copywriting, Dreamweaver, Journalism, HTML, Web Development, E-business, RedDot, SEO, Online Marketing, Writing, Google Analytics, Budget Management, WebTrends, FINRA Series 6, Editing, Website Development, Omniture, Social Media Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Adobe Creative Suite, Web Analytics, Social Networking, Digital Marketing, FINRA Series 26, FINRA Series 63, Strategy, Digital Strategy, Online Advertising, Series 63, Advertising, Marketing, Web Design, Facebook, Google Adwords, New Media, Creative Direction, Web Project Management, Web Content, Mergers & Acquisitions, Analytics, User Experience, Strategic Consulting
Education
Brandman University, Part of the Chapman University System 2014 — 2014
Leadership Development Certificate
University of Miami 1990 — 1995
BSC, Communication
Coral Gables Sr. High School
HID Global April 2014 - Present
Dell May 2012 - April 2014
Noah Masterson Consulting January 2010 - May 2012
Calvert Investments May 2006 - December 2009
Calvert Investments April 2005 - April 2006
U.S. Global Investors July 2003 - April 2005
Seguin Daily News February 2003 - June 2003
New York Press April 2001 - January 2003
Global Publications/Smooth Magazine June 2000 - August 2001
Urban Box Office December 1999 - March 2000
Skills
Social Media, Blogging, CMS, Photoshop, InDesign, Wordpress, Copywriting, Dreamweaver, Journalism, HTML, Web Development, E-business, RedDot, SEO, Online Marketing, Writing, Google Analytics, Budget Management, WebTrends, FINRA Series 6, Editing, Website Development, Omniture, Social Media Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Adobe Creative Suite, Web Analytics, Social Networking, Digital Marketing, FINRA Series 26, FINRA Series 63, Strategy, Digital Strategy, Online Advertising, Series 63, Advertising, Marketing, Web Design, Facebook, Google Adwords, New Media, Creative Direction, Web Project Management, Web Content, Mergers & Acquisitions, Analytics, User Experience, Strategic Consulting
Education
Brandman University, Part of the Chapman University System 2014 — 2014
Leadership Development Certificate
University of Miami 1990 — 1995
BSC, Communication
Coral Gables Sr. High School
Ellena Fotinatos Ellena Fotinatos's Calvert Investments Experience September 2006 - January 2007
Job Deputy Director of Donor and Nonprofit Services at the King Baudouin Foundation United States (KBFUS)
Industry Nonprofit Organization Management
Experience
King Baudouin Foundation United States January 2012 - Present
Center for Energy, Marine Transportation, and Public Policy-- SIPA, Columbia University January 2009 - December 2011
Freedom House September 2009 - December 2009
International Peace Institute (IPI) January 2009 - May 2009
UNDP September 2008 - January 2009
The Estée Lauder Companies Inc. May 2008 - August 2008
Calvert Investments September 2006 - January 2007
Federal Judicial Center January 2006 - June 2006
Skills
International Relations, Public Policy, European Union, Nonprofits, Program Management, Policy Analysis, Strategic Planning, Non-profits, International..., Grants, Program Development, Philanthropy, NGOs, Corporate Social..., Economic Development, Politics, Qualitative Research, Public Relations, Non-profit..., Research, Event Management, Foreign Policy, Public Speaking, Political Science, Non profit
Education
Columbia University - School of International and Public Affairs 2007 — 2009
MIA, International Affairs
University of Maryland College Park 2002 — 2006
BA, Anthropology Criminal Justice/Criminology
King Baudouin Foundation United States January 2012 - Present
Center for Energy, Marine Transportation, and Public Policy-- SIPA, Columbia University January 2009 - December 2011
Freedom House September 2009 - December 2009
International Peace Institute (IPI) January 2009 - May 2009
UNDP September 2008 - January 2009
The Estée Lauder Companies Inc. May 2008 - August 2008
Calvert Investments September 2006 - January 2007
Federal Judicial Center January 2006 - June 2006
Skills
International Relations, Public Policy, European Union, Nonprofits, Program Management, Policy Analysis, Strategic Planning, Non-profits, International..., Grants, Program Development, Philanthropy, NGOs, Corporate Social..., Economic Development, Politics, Qualitative Research, Public Relations, Non-profit..., Research, Event Management, Foreign Policy, Public Speaking, Political Science, Non profit
Education
Columbia University - School of International and Public Affairs 2007 — 2009
MIA, International Affairs
University of Maryland College Park 2002 — 2006
BA, Anthropology Criminal Justice/Criminology
Illana Beatty Illana Beatty's Calvert Investments Experience November 2010 - November 2013
Job Executive Assistant at iDiscovery Solutions
Industry Legal Services
Experience
iDiscovery Solutions November 2013 - Present
Calvert Investments November 2010 - November 2013
Silverspoon Catering June 2006 - May 2010
Enterprise Rent-A-Car September 2006 - April 2009
Tri-city Group July 2005 - May 2006
Professional Indemnity Agency February 2003 - July 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Recruiting, Management, Project Management, Marketing, Budgets, Microsoft Word, Team Building, Event Planning
Education
Marist College 2004 — 2006
BS, Business Administration
iDiscovery Solutions November 2013 - Present
Calvert Investments November 2010 - November 2013
Silverspoon Catering June 2006 - May 2010
Enterprise Rent-A-Car September 2006 - April 2009
Tri-city Group July 2005 - May 2006
Professional Indemnity Agency February 2003 - July 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Recruiting, Management, Project Management, Marketing, Budgets, Microsoft Word, Team Building, Event Planning
Education
Marist College 2004 — 2006
BS, Business Administration
Jason Lindner's Calvert Investments Experience February 2012 - Present
Job Senior Internal Sales Consultant North Central at Calvert Investments
Industry Financial Services
Experience
Calvert Investments February 2012 - Present
Calvert Investments December 2007 - February 2012
US Soccer Foundation September 2006 - December 2007
Skills
Series 63, Alternative Investments, Series 7, Series 6, Mutual Funds, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Securities, Investment Strategies, Financial Modeling, Supply Chain, Retirement Planning, Asset Allocation, Asset Management, ETFs, FINRA, Sales
Education
Hampden-Sydney College 2002 — 2006
Bachelor's degree, Economics
Calvert Investments February 2012 - Present
Calvert Investments December 2007 - February 2012
US Soccer Foundation September 2006 - December 2007
Skills
Series 63, Alternative Investments, Series 7, Series 6, Mutual Funds, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Securities, Investment Strategies, Financial Modeling, Supply Chain, Retirement Planning, Asset Allocation, Asset Management, ETFs, FINRA, Sales
Education
Hampden-Sydney College 2002 — 2006
Bachelor's degree, Economics
Robert Book's Calvert Investments Experience May 2013 - May 2014
Job Analyst, Arroyo Energy
Industry Financial Services
Experience
Arroyo Energy Investment Partners, LLC May 2014 - Present
American University Student Managed Investment Fund June 2013 - May 2014
Calvert Investments May 2013 - May 2014
American University Student Managed Investment Fund January 2013 - May 2014
American University Student Managed Investment Fund August 2012 - December 2012
The Nurses Guild Home Health Agency March 2012 - September 2012
The Washington Initiative January 2011 - April 2011
Georgetown Business Strategy Challenge 2011 - 2011
The Washington Initiative August 2010 - December 2010
WSJ: CEO Council November 2010 - November 2010
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Bloomberg Terminal, PowerPoint, Equity Research, Portfolio Management, Microsoft Excel, Microsoft Office, Economics, Data Analysis, Corporate Finance, Thompson One, Access, Bloomberg, QuickBooks, Company Valuation, Enterprise Valuation, Visual Basic, Microsoft Word, Public Speaking, FactSet, Due Diligence
Education
CFA Institute 2013 — 2015
Finance and Financial Management Services
American University - Kogod School of Business 2013 — 2014
Master of Science, Accounting
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Finance, General
Università degli Studi di Roma Tre 2011 — 2011
Semester Abroad, International Finance
Calabasas High
Arroyo Energy Investment Partners, LLC May 2014 - Present
American University Student Managed Investment Fund June 2013 - May 2014
Calvert Investments May 2013 - May 2014
American University Student Managed Investment Fund January 2013 - May 2014
American University Student Managed Investment Fund August 2012 - December 2012
The Nurses Guild Home Health Agency March 2012 - September 2012
The Washington Initiative January 2011 - April 2011
Georgetown Business Strategy Challenge 2011 - 2011
The Washington Initiative August 2010 - December 2010
WSJ: CEO Council November 2010 - November 2010
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Bloomberg Terminal, PowerPoint, Equity Research, Portfolio Management, Microsoft Excel, Microsoft Office, Economics, Data Analysis, Corporate Finance, Thompson One, Access, Bloomberg, QuickBooks, Company Valuation, Enterprise Valuation, Visual Basic, Microsoft Word, Public Speaking, FactSet, Due Diligence
Education
CFA Institute 2013 — 2015
Finance and Financial Management Services
American University - Kogod School of Business 2013 — 2014
Master of Science, Accounting
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Finance, General
Università degli Studi di Roma Tre 2011 — 2011
Semester Abroad, International Finance
Calabasas High
Steve Schueth Steve Schueth's Calvert Investments Experience 1989 - 1997
Job President, First Affirmative Financial Network; Producer, The SRI Conference; Director, Alliance for Sustainable Colo
Industry Financial Services
Experience
First Affirmative Financial Network 1999 - Present
The SRI Conference - for Sustainable, Responsible, Impact Investing 1996 - Present
Alliance for Sustainable Colorado 2004 - Present
Americans for Non-Smokers' Rights Foundation 2011 - Present
Social Investment Forum 1991 - 2002
Socially Aware Investing 1997 - 1999
Calvert Investments 1989 - 1997
University of Pennsylvania 1986 - 1989
Skills
Corporate Social..., Marketing, Brand Management, Sustainability, Sustainable Business, Non-profits, Social Entrepreneurship, Public Speaking, Sustainability..., Investments, Fundraising, Research
Education
Marquette University 1972 — 1976
AB, Journalism/Business
New Hampton High School 1968 — 1972
Diploma, High School
First Affirmative Financial Network 1999 - Present
The SRI Conference - for Sustainable, Responsible, Impact Investing 1996 - Present
Alliance for Sustainable Colorado 2004 - Present
Americans for Non-Smokers' Rights Foundation 2011 - Present
Social Investment Forum 1991 - 2002
Socially Aware Investing 1997 - 1999
Calvert Investments 1989 - 1997
University of Pennsylvania 1986 - 1989
Skills
Corporate Social..., Marketing, Brand Management, Sustainability, Sustainable Business, Non-profits, Social Entrepreneurship, Public Speaking, Sustainability..., Investments, Fundraising, Research
Education
Marquette University 1972 — 1976
AB, Journalism/Business
New Hampton High School 1968 — 1972
Diploma, High School
David G David G's Calvert Investments Experience April 2013 - August 2014
Job Internal Specialist at Eaton Vance Advisory Services Group
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Michelle Manket's Calvert Investments Experience October 2010 - May 2012
Job Enterprise Account Executive at LinkedIn
Industry Internet
Experience
LinkedIn March 2015 - Present
American Express March 2014 - March 2015
American Express June 2012 - February 2014
Calvert Investments October 2010 - May 2012
Social Business Consulting Group October 2008 - May 2010
Grameen America, Inc. June 2009 - August 2009
Skills
Project Management, Marketing Strategy, Market Research, Portfolio Management, Business Strategy, Program Management, Economics, Social Media, Non-profits, Marketing, Data Analysis, Social Entrepreneurship, Strategic Planning, Consulting, Management, Financial Services, Microfinance, Research, Microsoft Excel, Networking
Education
Cornell University
BS, Applied Economics and Management, International Trade and Development
Kent Place School
LinkedIn March 2015 - Present
American Express March 2014 - March 2015
American Express June 2012 - February 2014
Calvert Investments October 2010 - May 2012
Social Business Consulting Group October 2008 - May 2010
Grameen America, Inc. June 2009 - August 2009
Skills
Project Management, Marketing Strategy, Market Research, Portfolio Management, Business Strategy, Program Management, Economics, Social Media, Non-profits, Marketing, Data Analysis, Social Entrepreneurship, Strategic Planning, Consulting, Management, Financial Services, Microfinance, Research, Microsoft Excel, Networking
Education
Cornell University
BS, Applied Economics and Management, International Trade and Development
Kent Place School
Matthew Alsted's Calvert Investments Experience June 2004 - Present
Job Vice President, Channel Marketing and Brand Strategy
Industry Investment Management
Experience
Calvert Investments June 2004 - Present
Riggs Bank May 2002 - June 2004
T. Rowe Price Group May 1996 - May 2002
BayBank May 1994 - May 1996
Skills
Product Development, Integrated Marketing, Strategic Partnerships, Channel Management, Digital Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Marketing Communications, Market Research, Brand Management, Brand Architecture, Brand Implementation, Corporate Branding, Multi-channel Marketing, Financial Services, Strategy, Segmentation
Education
Babson College
B.S.
Calvert Investments June 2004 - Present
Riggs Bank May 2002 - June 2004
T. Rowe Price Group May 1996 - May 2002
BayBank May 1994 - May 1996
Skills
Product Development, Integrated Marketing, Strategic Partnerships, Channel Management, Digital Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Marketing Communications, Market Research, Brand Management, Brand Architecture, Brand Implementation, Corporate Branding, Multi-channel Marketing, Financial Services, Strategy, Segmentation
Education
Babson College
B.S.
Kurt Moeller, CFA, MBA's Calvert Investments Experience 2014 - Present
Job Senior Equity Analyst at Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2014 - Present
del Rey Global Investors 2010 - 2014
RCM Capital Management 2002 - 2009
The Guardsmen 2003 - 2008
ABN AMRO/LaSalle Bank 1998 - 2002
GMO Grantham, Mayo, Van Otterloo 1996 - 1998
Wyoming Tribune-Eagle 1991 - 1994
Skills
Financial Writing, Equity Research, Financial Analysis, Strategic Analysis, Philanthropy, Investments, Investor Presentations, Institutional Investors, Investor Relations, Corporate Development, Corporate Strategy..., Valuation, Finance, Equities, Investment Banking, Investment Management, Institutional..., Portfolio Management, Due Diligence, Alternative Investments, Analysis, Business Strategy, Private Equity
Education
CFA Institute
CFA Chartholder
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Rice University
Bachelor of Arts (BA)
Calvert Investments 2014 - Present
del Rey Global Investors 2010 - 2014
RCM Capital Management 2002 - 2009
The Guardsmen 2003 - 2008
ABN AMRO/LaSalle Bank 1998 - 2002
GMO Grantham, Mayo, Van Otterloo 1996 - 1998
Wyoming Tribune-Eagle 1991 - 1994
Skills
Financial Writing, Equity Research, Financial Analysis, Strategic Analysis, Philanthropy, Investments, Investor Presentations, Institutional Investors, Investor Relations, Corporate Development, Corporate Strategy..., Valuation, Finance, Equities, Investment Banking, Investment Management, Institutional..., Portfolio Management, Due Diligence, Alternative Investments, Analysis, Business Strategy, Private Equity
Education
CFA Institute
CFA Chartholder
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Rice University
Bachelor of Arts (BA)
Kelly Bougere's Calvert Investments Experience May 2011 - August 2011
Job Loan Officer, Capital Impact Partners
Industry Financial Services
Experience
Capital Impact Partners February 2014 - Present
Capital Impact Partners September 2012 - January 2014
Calvert Investments May 2011 - August 2011
Cadwalader Wickersham & Taft LLP June 2006 - July 2010
Aetna, Inc. May 2002 - January 2004
Skills
Financial Modeling, Non-profits, Due Diligence, Research, Financial Analysis, Analysis, Nonprofits, Strategy, Data Analysis, Loans, Investments, Underwriting, Business Development, Portfolio Management
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance, Social Enterprise
Bowdoin College
AB, Government, International Relations
Capital Impact Partners February 2014 - Present
Capital Impact Partners September 2012 - January 2014
Calvert Investments May 2011 - August 2011
Cadwalader Wickersham & Taft LLP June 2006 - July 2010
Aetna, Inc. May 2002 - January 2004
Skills
Financial Modeling, Non-profits, Due Diligence, Research, Financial Analysis, Analysis, Nonprofits, Strategy, Data Analysis, Loans, Investments, Underwriting, Business Development, Portfolio Management
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance, Social Enterprise
Bowdoin College
AB, Government, International Relations
Barbara Krumsiek's Calvert Investments Experience April 1997 - December 2014
Job Member of Board of Directors at Pepco Holdings, Inc.
Industry Investment Management
Experience
Pepco Holdings, Inc. May 2007 - Present
Calvert Investments April 1997 - December 2014
Alliance Capital Management LP February 1974 - April 1997
Skills
Strategic Planning, Leadership Development, Investments, Management, Strategy, Financial Services, Asset Management, Portfolio Management, Public Relations, Marketing Management, Corporate Governance
Education
New York University, Courant Institute of Mathematical Sciences 1976 — 1979
Master of Science (MS), Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1974
Bachelor's degree, Mathematics
Pepco Holdings, Inc. May 2007 - Present
Calvert Investments April 1997 - December 2014
Alliance Capital Management LP February 1974 - April 1997
Skills
Strategic Planning, Leadership Development, Investments, Management, Strategy, Financial Services, Asset Management, Portfolio Management, Public Relations, Marketing Management, Corporate Governance
Education
New York University, Courant Institute of Mathematical Sciences 1976 — 1979
Master of Science (MS), Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1974
Bachelor's degree, Mathematics
Ron Wolfsheimer's Calvert Investments Experience November 1979 - July 2014
Job Retired formerly EVP, Chief Financial and Administrative Officer at Calvert Investments
Industry Investment Management
Experience
Calvert Investments November 1979 - July 2014
Grant Thornton 1976 - November 1979
Arthur Andersen & Co. 1974 - 1976
Skills
Budgets, Mergers, Strategic Planning, CRM, Business Planning, Corporate Finance, Finance, Sarbanes-Oxley Act, Enterprise Risk..., Mutual Funds, Asset Management, Investments, Management, Financial Services, Due Diligence, Strategy, Financial Modeling
Education
University of Maryland University College 1996 — 2002
MS in Management, Management Information Systems
Indiana University Bloomington 1970 — 1974
BS, Accounting
Calvert Investments November 1979 - July 2014
Grant Thornton 1976 - November 1979
Arthur Andersen & Co. 1974 - 1976
Skills
Budgets, Mergers, Strategic Planning, CRM, Business Planning, Corporate Finance, Finance, Sarbanes-Oxley Act, Enterprise Risk..., Mutual Funds, Asset Management, Investments, Management, Financial Services, Due Diligence, Strategy, Financial Modeling
Education
University of Maryland University College 1996 — 2002
MS in Management, Management Information Systems
Indiana University Bloomington 1970 — 1974
BS, Accounting
Mike Yuhas's Calvert Investments Experience July 1994 - Present
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
Karen Becker's Calvert Investments Experience June 1986 - January 2015
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
Jennifer Glimcher's Calvert Investments Experience 2001 - Present
Job Marketing Manager at Calvert
Industry Financial Services
Experience
Calvert Marketing ManagerCalvert Group2001 - Present
Calvert Investments 2001 - Present
Skills
Marketing Communications, Marketing Strategy, Series 6, Direct Marketing, Product Management, Online Advertising, New Business Development, Business Strategy, Investment Strategies, Budgets, Strategic Partnerships, Product Marketing, Online Marketing, Marketing, Public Relations, Social Media Marketing, Mutual Funds, Brand Management, Strategic Planning, Product Development, CRM, Advertising, Segmentation, Web Analytics, Copywriting, Strategy, Lead Generation, Social Media, Management, Customer Acquisition, SEO, Internal Communications
Education
Bennington College
Calvert Marketing ManagerCalvert Group2001 - Present
Calvert Investments 2001 - Present
Skills
Marketing Communications, Marketing Strategy, Series 6, Direct Marketing, Product Management, Online Advertising, New Business Development, Business Strategy, Investment Strategies, Budgets, Strategic Partnerships, Product Marketing, Online Marketing, Marketing, Public Relations, Social Media Marketing, Mutual Funds, Brand Management, Strategic Planning, Product Development, CRM, Advertising, Segmentation, Web Analytics, Copywriting, Strategy, Lead Generation, Social Media, Management, Customer Acquisition, SEO, Internal Communications
Education
Bennington College
Matthew Moore, CFA's Calvert Investments Experience August 2008 - Present
Job Assistant Portfolio Manager
Industry Investment Management
Experience
Calvert Investments August 2008 - Present
Calvert Investments August 2008 - Present
Calvert Investments August 2007 - Present
Calvert Investments March 2006 - August 2007
Calvert Investments 2004 - 2006
Skills
Equity Trading, Trading Systems, Electronic Trading, Equity Research Analysis, Bloomberg, Charles River IMS, Barra Portfolio Manager, Advent, APX, FactSet, Zephyr Style Advisor, Algorithmic Trading, Program Trading, Asset Managment, Valuation, Sub-Advisor Due..., Portfolio Management, Mutual Funds, Mandarin, Spanish, French, Due Diligence, Asset Management
Education
Pomona College 1996 — 2000
Bachelor of Arts (B.A.), Religious Studies - Asian Traditions
Nanjing University 1998 — 1999
Mandarin Intensive
CFA Institute
Chartered Financial Analyst (CFA)
Calvert Investments August 2008 - Present
Calvert Investments August 2008 - Present
Calvert Investments August 2007 - Present
Calvert Investments March 2006 - August 2007
Calvert Investments 2004 - 2006
Skills
Equity Trading, Trading Systems, Electronic Trading, Equity Research Analysis, Bloomberg, Charles River IMS, Barra Portfolio Manager, Advent, APX, FactSet, Zephyr Style Advisor, Algorithmic Trading, Program Trading, Asset Managment, Valuation, Sub-Advisor Due..., Portfolio Management, Mutual Funds, Mandarin, Spanish, French, Due Diligence, Asset Management
Education
Pomona College 1996 — 2000
Bachelor of Arts (B.A.), Religious Studies - Asian Traditions
Nanjing University 1998 — 1999
Mandarin Intensive
CFA Institute
Chartered Financial Analyst (CFA)
Cherith Harrison's Calvert Investments Experience January 2011 - Present
Job Senior Manager, Marketing Communications at Calvert Investments
Industry Financial Services
Experience
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
Kathleen George, CFA's Calvert Investments Experience January 2013 - July 2015
Job Senior Investment Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2015 - Present
Calvert Investments January 2013 - July 2015
Calvert Investments September 2011 - January 2013
Calvert Investments January 2008 - September 2011
AXA Advisors 2006 - 2007
Smith Barney 2004 - 2006
Skills
Series 63, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Estate Planning, 401k, Financial Analysis, FINRA, Financial Services, Public Speaking, Series 7, Series 65, Asset Allocation, Mutual Funds, Fixed Income Strategies, Water Resources, Strategy, Asset Management, Portfolio Management, Bloomberg, Small Business, Series 6, Uniform Combined State..., Training, Strategic Planning, Alternative Investments, Finance, Management, Sales, Economics, Competitive Analysis, Securities, Analysis, Budgets, Bonds, Market Research, Market Analysis, Sustainability, New Business Development, Separately Managed..., Investment Management, Financial Planning
Education
The Johns Hopkins University 2009 — 2011
Masters, Applied Economics
John Cabot University 2001 — 2003
Bachelors, Business Administration
Michigan State University 1999 — 2001
Business - Supply Chain Management
ICMA-RC September 2015 - Present
Calvert Investments January 2013 - July 2015
Calvert Investments September 2011 - January 2013
Calvert Investments January 2008 - September 2011
AXA Advisors 2006 - 2007
Smith Barney 2004 - 2006
Skills
Series 63, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Estate Planning, 401k, Financial Analysis, FINRA, Financial Services, Public Speaking, Series 7, Series 65, Asset Allocation, Mutual Funds, Fixed Income Strategies, Water Resources, Strategy, Asset Management, Portfolio Management, Bloomberg, Small Business, Series 6, Uniform Combined State..., Training, Strategic Planning, Alternative Investments, Finance, Management, Sales, Economics, Competitive Analysis, Securities, Analysis, Budgets, Bonds, Market Research, Market Analysis, Sustainability, New Business Development, Separately Managed..., Investment Management, Financial Planning
Education
The Johns Hopkins University 2009 — 2011
Masters, Applied Economics
John Cabot University 2001 — 2003
Bachelors, Business Administration
Michigan State University 1999 — 2001
Business - Supply Chain Management
Quentin Anderson, MBA, CIMA's Calvert Investments Experience January 2015 - Present
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Andrea Hagans's Calvert Investments Experience January 1996 - July 1999
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2011 - February 2012
Capital Guardian Trust Company July 1999 - March 2009
Calvert Investments January 1996 - July 1999
Calvert Investments April 1995 - January 1996
Signet Bank December 1987 - June 1994
Skills
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66
Education
Temple University 1974 — 1978
BBA, Marketing, Finance
Merrill Lynch September 2011 - February 2012
Capital Guardian Trust Company July 1999 - March 2009
Calvert Investments January 1996 - July 1999
Calvert Investments April 1995 - January 1996
Signet Bank December 1987 - June 1994
Skills
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66
Education
Temple University 1974 — 1978
BBA, Marketing, Finance
Karen Bulthuis's Calvert Investments Experience March 2010 - April 2011
Job Director of Development, NY at Per Scholas
Industry Nonprofit Organization Management
Experience
Per Scholas April 2014 - July 2015
Structured Employment Economic Development Corporation (Seedco) January 2013 - April 2014
Arts at Old First January 2012 - October 2013
HandCrafting Justice July 2012 - September 2012
Light Years IP June 2011 - December 2011
Calvert Investments March 2010 - April 2011
Partners Worldwide October 2008 - July 2009
HandCrafting Justice March 2007 - September 2008
HandCrafting Justice August 2004 - March 2007
HandCrafting Justice August 2003 - July 2004
Skills
Organizational..., Corporate Social..., ESG Research and..., Microfinance, Community Development, Event Planning, Research, Grant Writing, Nonprofits, Program Management, Strategic Planning, Volunteer Management, Leadership, Program Evaluation, Strategy, Economic Development, Proposal Writing, International..., Gender Equality, NGOs, Analysis, Marketing, Data Analysis, Non-profit...
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Calvin College 1998 — 2002
Bachelor's Degree
Per Scholas April 2014 - July 2015
Structured Employment Economic Development Corporation (Seedco) January 2013 - April 2014
Arts at Old First January 2012 - October 2013
HandCrafting Justice July 2012 - September 2012
Light Years IP June 2011 - December 2011
Calvert Investments March 2010 - April 2011
Partners Worldwide October 2008 - July 2009
HandCrafting Justice March 2007 - September 2008
HandCrafting Justice August 2004 - March 2007
HandCrafting Justice August 2003 - July 2004
Skills
Organizational..., Corporate Social..., ESG Research and..., Microfinance, Community Development, Event Planning, Research, Grant Writing, Nonprofits, Program Management, Strategic Planning, Volunteer Management, Leadership, Program Evaluation, Strategy, Economic Development, Proposal Writing, International..., Gender Equality, NGOs, Analysis, Marketing, Data Analysis, Non-profit...
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Calvin College 1998 — 2002
Bachelor's Degree
Lynne Ford's Calvert Investments Experience July 2012 - Present
Job Executive Vice President at Calvert Investments
Industry Financial Services
Experience
Calvert Investments July 2012 - Present
Junior Achievement USA June 2011 - Present
Insured Retirement Institute February 2006 - Present
Skills
Retirement, Financial Services, Retirement Planning, Marketing Strategy, Strategic Partnerships, Investments, Series 7, Business Strategy, Wealth Management, Securities, Management, Asset Management, Mergers, Series 63, Strategic Planning, Mutual Funds, Strategy, Leadership, Risk Management
Education
University of North Carolina at Charlotte 1988 — 1990
MA, Industrial and Organizational Psychology
Davidson College 1980 — 1984
BA, Psychology with Honors
St. Stephens and St. Agnes 1974 — 1980
Alexandria, VA, High School/Secondary Diplomas and Certificates
Calvert Investments July 2012 - Present
Junior Achievement USA June 2011 - Present
Insured Retirement Institute February 2006 - Present
Skills
Retirement, Financial Services, Retirement Planning, Marketing Strategy, Strategic Partnerships, Investments, Series 7, Business Strategy, Wealth Management, Securities, Management, Asset Management, Mergers, Series 63, Strategic Planning, Mutual Funds, Strategy, Leadership, Risk Management
Education
University of North Carolina at Charlotte 1988 — 1990
MA, Industrial and Organizational Psychology
Davidson College 1980 — 1984
BA, Psychology with Honors
St. Stephens and St. Agnes 1974 — 1980
Alexandria, VA, High School/Secondary Diplomas and Certificates
Kevin Aug's Calvert Investments Experience December 2008 - February 2010
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management June 2010 - Present
Summit Investment Partners October 2003 - February 2011
Calvert Investments December 2008 - February 2010
Pacholder Associates June 2001 - June 2002
PPM America November 1997 - June 2000
Skills
Securities, Due Diligence, High Yield, Asset Based Lending, Fixed Income, Investments, Mutual Funds, Asset Management, Financial Modeling, Valuation, Alternative Investments, Credit Analysis, Credit, Buy-side, Financial Analysis, Bloomberg, Loans
Education
University of Cincinnati 2000 — 2001
MBA, Finance
Miami University 1993 — 1997
BS, Finance and Accounting
JP Morgan Asset Management June 2010 - Present
Summit Investment Partners October 2003 - February 2011
Calvert Investments December 2008 - February 2010
Pacholder Associates June 2001 - June 2002
PPM America November 1997 - June 2000
Skills
Securities, Due Diligence, High Yield, Asset Based Lending, Fixed Income, Investments, Mutual Funds, Asset Management, Financial Modeling, Valuation, Alternative Investments, Credit Analysis, Credit, Buy-side, Financial Analysis, Bloomberg, Loans
Education
University of Cincinnati 2000 — 2001
MBA, Finance
Miami University 1993 — 1997
BS, Finance and Accounting
Beth Hunter's Calvert Investments Experience 1993 - 1999
Job Vice President, Treasury at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2005 - Present
E*TRADE Financial 2002 - 2005
American Century Investments 1999 - 2002
Calvert Investments 1993 - 1999
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
Skills
Banking, Financial Risk, Funding, Equities, Investments, Portfolio Management, Securities, Asset Managment, Liquidity Management, Wealth Management, Investment Management, Treasury, Treasury Services, Capital Markets, Derivatives, Fixed Income, Asset Management, Cash Management, Mutual Funds, Relationship Management, Forecasting, Management, Money Market, Bonds, Bloomberg, Financial Services, Financial Markets, Treasury Management
Education
Corcoran College of Art and Design 2011 — 2013
Graphic Design
University of Washington 1983 — 1987
B.A., Russian and Eastern European Studies
E*TRADE Financial 2005 - Present
E*TRADE Financial 2002 - 2005
American Century Investments 1999 - 2002
Calvert Investments 1993 - 1999
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
Skills
Banking, Financial Risk, Funding, Equities, Investments, Portfolio Management, Securities, Asset Managment, Liquidity Management, Wealth Management, Investment Management, Treasury, Treasury Services, Capital Markets, Derivatives, Fixed Income, Asset Management, Cash Management, Mutual Funds, Relationship Management, Forecasting, Management, Money Market, Bonds, Bloomberg, Financial Services, Financial Markets, Treasury Management
Education
Corcoran College of Art and Design 2011 — 2013
Graphic Design
University of Washington 1983 — 1987
B.A., Russian and Eastern European Studies
Heather Robinson's Calvert Investments Experience November 2013 - November 2014
Job
Industry International Affairs
Experience
RAND Corporation June 2015 - September 2015
Calvert Investments November 2013 - November 2014
University of St Andrews August 2011 - September 2012
Capitalize LLC October 2010 - September 2011
The Embassy of Afghanistan March 2010 - October 2010
The National Interest September 2009 - March 2010
Fleishman-Hillard June 2009 - August 2009
APCO Worldwide January 2009 - May 2009
Chlopak, Leonard, Schechter & Associates (CLS Strategies) June 2008 - August 2008
Talk Radio News Service June 2007 - August 2007
Skills
Politics, Strategic Communications, Editing, New Media, Public Relations, Foreign Policy, Research, Iran, Afghanistan, Security Studies, Middle Eastern Studies, Foreign Policy Analysis, Manage Client..., Contract Management, Operating Budgets, New Business Development, Policy Analysis, American Foreign Policy, Speech Writing, Copy Editing, International Relations, Press Releases, Government, Policy, Public Affairs, Social Media
Education
University of St. Andrews 2012 — 2016
Doctor of Philosophy (Ph.D.), Iranian Studies (Modern Iranian Afghan Political Relations)
University of St. Andrews 2011 — 2012
Postgraduate Diploma (M.Litt in Iranian Studies), Iranian Politics/Middle East Security Studies, High Merit (2:1)
Columbia University in the City of New York 2005 — 2009
BA, Political Science (Middle Eastern Politics and Culture)
Georgetown University 2007 — 2007
Certificate, Institute for Political Journalism
The Lawrenceville School 2001 — 2005
High School Diploma, English, Politics, Art History
RAND Corporation June 2015 - September 2015
Calvert Investments November 2013 - November 2014
University of St Andrews August 2011 - September 2012
Capitalize LLC October 2010 - September 2011
The Embassy of Afghanistan March 2010 - October 2010
The National Interest September 2009 - March 2010
Fleishman-Hillard June 2009 - August 2009
APCO Worldwide January 2009 - May 2009
Chlopak, Leonard, Schechter & Associates (CLS Strategies) June 2008 - August 2008
Talk Radio News Service June 2007 - August 2007
Skills
Politics, Strategic Communications, Editing, New Media, Public Relations, Foreign Policy, Research, Iran, Afghanistan, Security Studies, Middle Eastern Studies, Foreign Policy Analysis, Manage Client..., Contract Management, Operating Budgets, New Business Development, Policy Analysis, American Foreign Policy, Speech Writing, Copy Editing, International Relations, Press Releases, Government, Policy, Public Affairs, Social Media
Education
University of St. Andrews 2012 — 2016
Doctor of Philosophy (Ph.D.), Iranian Studies (Modern Iranian Afghan Political Relations)
University of St. Andrews 2011 — 2012
Postgraduate Diploma (M.Litt in Iranian Studies), Iranian Politics/Middle East Security Studies, High Merit (2:1)
Columbia University in the City of New York 2005 — 2009
BA, Political Science (Middle Eastern Politics and Culture)
Georgetown University 2007 — 2007
Certificate, Institute for Political Journalism
The Lawrenceville School 2001 — 2005
High School Diploma, English, Politics, Art History
Tracy Shafer's Calvert Investments Experience October 1997 - May 2003
Job Administrative Professional and Yoga Instructor
Industry Financial Services
Experience
LA Fitness August 2015 - Present
Moss Adams Wealth Advisors LLC August 2014 - Present
NeoYogi LLC 2013 - Present
Chronos Security Services, LLC September 2003 - Present
K&L Gates January 2011 - August 2014
Woodland Park Zoo February 2010 - January 2011
The T(ea) Gallery May 2006 - February 2010
Wentworth, Hauser and Violich July 2004 - October 2007
Calvert Investments October 1997 - May 2003
Skills
Project Management, Team Building, Fundraising, Non-profits, Event Planning, Microsoft Office, Customer Service, Community Outreach, Outlook, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Administration, Nonprofits, Human Resources, Social Media, Grant Writing, Management, Strategic Planning, Government
Education
Montgomery College 2002 — 2003
Business / Paralegal Studies
LA Fitness August 2015 - Present
Moss Adams Wealth Advisors LLC August 2014 - Present
NeoYogi LLC 2013 - Present
Chronos Security Services, LLC September 2003 - Present
K&L Gates January 2011 - August 2014
Woodland Park Zoo February 2010 - January 2011
The T(ea) Gallery May 2006 - February 2010
Wentworth, Hauser and Violich July 2004 - October 2007
Calvert Investments October 1997 - May 2003
Skills
Project Management, Team Building, Fundraising, Non-profits, Event Planning, Microsoft Office, Customer Service, Community Outreach, Outlook, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Administration, Nonprofits, Human Resources, Social Media, Grant Writing, Management, Strategic Planning, Government
Education
Montgomery College 2002 — 2003
Business / Paralegal Studies
Bill Hairgrove's Calvert Investments Experience June 1998 - October 2013
Job Regional Vice President at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Water Island Capital, LLC November 2013 - Present
Calvert Investments June 1998 - October 2013
INVESCO 1994 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investment Strategies, Investments, Securities, Equities, Fixed Income, Corporate Social..., Strategic Planning, Business Development, Marketing Strategy, Budgets, Accounting, Investment Advisory, Insurance, Separately Managed..., Financial Services
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, Marketing
Colorado State University 1991 — 1992
Dale Stout's Calvert Investments Experience 2007 - 2012
Job Investment Systems Manager and Analyst at Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2007 - 2012
Calvert Investments 2002 - 2007
Skills
CFA, Portfolio Management, Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Fixed Income, Series 6
Education
The George Washington University - School of Business 2000 — 2001
MS, Finance
Calvert Investments 2007 - 2012
Calvert Investments 2002 - 2007
Skills
CFA, Portfolio Management, Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Fixed Income, Series 6
Education
The George Washington University - School of Business 2000 — 2001
MS, Finance
Alex Zeng, PhD, CFA's Calvert Investments Experience April 2010 - September 2010
Job Quant Research & Portfolio Management
Industry Investment Management
Experience
Lincoln Investment Advisors Corporation December 2014 - Present
Turner Investments, L.P. April 2011 - December 2014
Calvert Investments April 2010 - September 2010
Skills
Portfolio Management, Quantitative Finance, Portfolio Optimization, Hedge Funds, Project Management, Equities, Equity Derivatives, Bloomberg, VBA, SAS, Quantitative Research, Barra Portfolio Manager, Statistical Arbitrage, Machine Learning, Object Oriented Design, C/C++, R / S-Plus, T-SQL, Matlab, Python, Big Data, Predictive Analytics, FactSet, MarketQA, C++
Education
University of Maryland College Park 2006 — 2010
Ph.D., Project Management
Tsinghua University 2000 — 2006
B.S. & M.S., Engineering
Lincoln Investment Advisors Corporation December 2014 - Present
Turner Investments, L.P. April 2011 - December 2014
Calvert Investments April 2010 - September 2010
Skills
Portfolio Management, Quantitative Finance, Portfolio Optimization, Hedge Funds, Project Management, Equities, Equity Derivatives, Bloomberg, VBA, SAS, Quantitative Research, Barra Portfolio Manager, Statistical Arbitrage, Machine Learning, Object Oriented Design, C/C++, R / S-Plus, T-SQL, Matlab, Python, Big Data, Predictive Analytics, FactSet, MarketQA, C++
Education
University of Maryland College Park 2006 — 2010
Ph.D., Project Management
Tsinghua University 2000 — 2006
B.S. & M.S., Engineering
Steve Himber's Calvert Investments Experience May 1998 - July 2013
Job National Director of Business Development at Clear Vision Information Systems
Industry Information Technology and Services
Experience
Clear Vision Information Systems (CVInfosys) August 2013 - Present
Calvert Investments May 1998 - July 2013
The Berger Funds 1995 - 1998
CL Capital Management 1987 - 1995
Skills
Institutional..., Investments, Mutual Funds, Series 63, Investment Strategies, Series 7, CRM, Marketing Communications, Asset Allocation, Equities, Series 6, Alternative Investments, Marketing, Marketing Strategy, Strategy, Investment Advisory, 401k, Team Leadership, Relationship Management, Business Development, Financial Services, Asset Management, ETFs, FINRA, Portfolio Management, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, Securities, Management, Strategic Planning, Medicare, Closing Business
Education
California State University-Northridge 1980 — 1984
Bachelor's Degree
Granada Hills High School
Clear Vision Information Systems (CVInfosys) August 2013 - Present
Calvert Investments May 1998 - July 2013
The Berger Funds 1995 - 1998
CL Capital Management 1987 - 1995
Skills
Institutional..., Investments, Mutual Funds, Series 63, Investment Strategies, Series 7, CRM, Marketing Communications, Asset Allocation, Equities, Series 6, Alternative Investments, Marketing, Marketing Strategy, Strategy, Investment Advisory, 401k, Team Leadership, Relationship Management, Business Development, Financial Services, Asset Management, ETFs, FINRA, Portfolio Management, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, Securities, Management, Strategic Planning, Medicare, Closing Business
Education
California State University-Northridge 1980 — 1984
Bachelor's Degree
Granada Hills High School
Mary Jane Klocke's Calvert Investments Experience April 2008 - April 2009
Job Sustainability Marketing Manager at Calvert Investments
Industry Financial Services
Experience
On Sabbatical April 2009 - Present
Calvert Investments April 2008 - April 2009
Education
Iowa State University 1972 — 1975
B.S., Education
On Sabbatical April 2009 - Present
Calvert Investments April 2008 - April 2009
Education
Iowa State University 1972 — 1975
B.S., Education
Robert Shull's Calvert Investments Experience April 2013 - Present
Job Regional Vice President Institutional Client Relationships at Calvert Investments
Industry Financial Services
Experience
Calvert Investments April 2013 - Present
Calvert Investments 2013 - 2015
Calvert Investments 2013 - 2015
Carlson, Quinn & Associates December 2009 - May 2013
MassMutual Retirement Services January 2007 - September 2009
Skills
401k, Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Equities, Financial Services, Fixed Income, Pensions, Securities, Relationship Management, Series 6, Alternative Investments
Education
Loyola Marymount University 1982 — 1984
Bachelor of Science, Finance
Calvert Investments April 2013 - Present
Calvert Investments 2013 - 2015
Calvert Investments 2013 - 2015
Carlson, Quinn & Associates December 2009 - May 2013
MassMutual Retirement Services January 2007 - September 2009
Skills
401k, Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Equities, Financial Services, Fixed Income, Pensions, Securities, Relationship Management, Series 6, Alternative Investments
Education
Loyola Marymount University 1982 — 1984
Bachelor of Science, Finance
Joseph Engel's Calvert Investments Experience March 2010 - April 2011
Job Federated Investors
Industry Financial Services
Experience
Federated Investors, Inc. December 2013 - Present
New York Life Investments July 2011 - November 2013
Calvert Investments March 2010 - April 2011
Moody's Investors Service August 2007 - July 2009
Skills
Financial Modeling, Equities, Fixed Income, Business Valuation, Valuation, Capital Markets, Portfolio Management, Bloomberg, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Lehigh University 2002 — 2004
BA, Mathematics
Federated Investors, Inc. December 2013 - Present
New York Life Investments July 2011 - November 2013
Calvert Investments March 2010 - April 2011
Moody's Investors Service August 2007 - July 2009
Skills
Financial Modeling, Equities, Fixed Income, Business Valuation, Valuation, Capital Markets, Portfolio Management, Bloomberg, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Lehigh University 2002 — 2004
BA, Mathematics
Louis Diamond's Calvert Investments Experience May 2011 - August 2011
Job Consultant at Diamond Consultants, Nationally Recognized Financial Services Search and Consulting Firm
Industry Financial Services
Experience
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Diamond Consultants May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Calvert Investments May 2011 - August 2011
RHI Executive Search 2010 - May 2011
Morgan Stanley Smith Barney 2010 - 2010
UBS Wealth Management 2008 - 2009
Skills
Financial Recruiting, Strategic Consulting, Recruiting, Analysis, Financial Analysis, Business Development, Financial Modeling, Financial Services, Finance, Microsoft Excel, Microsoft Office, Research, Economics, Valuation, Investments, PowerPoint, Bloomberg, Equities, Equity Research, Data Analysis, Consulting, Entrepreneurship
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance and International Business
Kyle Pollock's Calvert Investments Experience April 2013 - September 2014
Job Internal Wholesaler at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Andrew Niebler's Calvert Investments Experience 2006 - Present
Job Associate General Counsel at Calvert Group, Ltd.
Industry Financial Services
Experience
Calvert Investments 2006 - Present
Cleary Gottlieb Steen & Hamilton LLP November 1998 - January 2006
International Foreign Exchange Concepts, Inc. January 1994 - June 1995
Federal Reserve Bank of New York February 1991 - October 1993
Federal Reserve Bank of New York June 1989 - February 1991
Education
Georgetown University Law Center 1994 — 1998
J.D., Law
Princeton University 1985 — 1989
A.B., Economics, Political Economy
Calvert Investments 2006 - Present
Cleary Gottlieb Steen & Hamilton LLP November 1998 - January 2006
International Foreign Exchange Concepts, Inc. January 1994 - June 1995
Federal Reserve Bank of New York February 1991 - October 1993
Federal Reserve Bank of New York June 1989 - February 1991
Education
Georgetown University Law Center 1994 — 1998
J.D., Law
Princeton University 1985 — 1989
A.B., Economics, Political Economy
Christopher Schipske, CPA, CFP(r)'s Calvert Investments Experience January 2002 - January 2003
Job President/Owner of Platinum Financial Group, LLC
Industry Financial Services
Experience
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science
Todd Westfield's Calvert Investments Experience December 2011 - November 2013
Job
Industry Financial Services
Experience
AIG April 2014 - Present
Calvert Investments December 2011 - November 2013
Calvert Investments August 2010 - December 2011
Calvert Investments February 2008 - August 2010
Intersections Inc. January 2007 - February 2008
Skills
Financial Modeling, Microsoft Excel, Investments, DCF Valuation, Corporate Finance, Enterprise Valuation, Modern Portfolio Theory, Bond Pricing, Regression Analysis, Statistical Data..., Statistical Software, Pro Forma Development, Risk Management, Accounting, Bloomberg
Education
The Johns Hopkins University 2010 — 2013
Master of Science (M.S.)
Vanderbilt University 2002 — 2006
Bachelor of Arts (B.A.)
AIG April 2014 - Present
Calvert Investments December 2011 - November 2013
Calvert Investments August 2010 - December 2011
Calvert Investments February 2008 - August 2010
Intersections Inc. January 2007 - February 2008
Skills
Financial Modeling, Microsoft Excel, Investments, DCF Valuation, Corporate Finance, Enterprise Valuation, Modern Portfolio Theory, Bond Pricing, Regression Analysis, Statistical Data..., Statistical Software, Pro Forma Development, Risk Management, Accounting, Bloomberg
Education
The Johns Hopkins University 2010 — 2013
Master of Science (M.S.)
Vanderbilt University 2002 — 2006
Bachelor of Arts (B.A.)
Kara Riley's Calvert Investments Experience July 1998 - May 2000
Job Chief Operating Officer at Alfred I. duPont Testamentary Trust
Industry Investment Management
Experience
Alfred I. duPont Testamentary Trust August 2005 - Present
Howard Hughes Medical Institute May 2000 - August 2005
Calvert Investments July 1998 - May 2000
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Due Diligence, Asset Allocation, Valuation, Private Equity
Education
The Catholic University of America 1994 — 1998
BA, Finance
Alfred I. duPont Testamentary Trust August 2005 - Present
Howard Hughes Medical Institute May 2000 - August 2005
Calvert Investments July 1998 - May 2000
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Due Diligence, Asset Allocation, Valuation, Private Equity
Education
The Catholic University of America 1994 — 1998
BA, Finance
Jeff Dye, CFP®'s Calvert Investments Experience May 2007 - May 2011
Job Financial Planner at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners December 2011 - Present
Calvert Investments May 2007 - May 2011
Calvert Investments July 2005 - May 2007
Education
Georgetown University 2009 — 2010
Certificate in Financial Planning
University of Maryland College Park 2002 — 2005
BA, Economics
Legacy Planning Partners December 2011 - Present
Calvert Investments May 2007 - May 2011
Calvert Investments July 2005 - May 2007
Education
Georgetown University 2009 — 2010
Certificate in Financial Planning
University of Maryland College Park 2002 — 2005
BA, Economics
Ying-Wei Chen, CFA's Calvert Investments Experience 1999 - 2001
Job Equity Analyst / Risk Officer
Industry Investment Management
Experience
Ashmore June 2011 - Present
Emerging Markets Managemet November 2001 - May 2011
Calvert Investments 1999 - 2001
Skills
Quantitative Finance, Bloomberg, Equities, Portfolio Management, Asset Managment, Quantitative Analytics, Portfolio Optimization, Financial Modeling, Asset Allocation, Trading, Quantitative Investing, Investments, Valuation, VBA, Barra Aegis Portfolio..., Barra Portfolio Manager, R, Barra Aegis
Education
The George Washington University 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Fu-Jen Catholic University 1989 — 1993
Bachelor of Business Administration (B.B.A.), International Business
Ashmore June 2011 - Present
Emerging Markets Managemet November 2001 - May 2011
Calvert Investments 1999 - 2001
Skills
Quantitative Finance, Bloomberg, Equities, Portfolio Management, Asset Managment, Quantitative Analytics, Portfolio Optimization, Financial Modeling, Asset Allocation, Trading, Quantitative Investing, Investments, Valuation, VBA, Barra Aegis Portfolio..., Barra Portfolio Manager, R, Barra Aegis
Education
The George Washington University 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Fu-Jen Catholic University 1989 — 1993
Bachelor of Business Administration (B.B.A.), International Business
Shaquila Williams's Calvert Investments Experience April 2015 - July 2015
Job Operations Coordinator, Discovery Education at Discovery Communications
Industry Market Research
Experience
Discovery Communications July 2015 - Present
Calvert Investments April 2015 - July 2015
Management Leadership for Tomorrow (MLT) November 2014 - February 2015
Quadel August 2014 - October 2014
Burger King Corporation January 2013 - April 2014
Emory University Nell Hodgson Woodruff School of Nursing January 2012 - May 2012
GE Capital May 2011 - August 2011
Emory University: Marketing & Communications August 2010 - April 2011
Winship Cancer Institute of Emory University June 2010 - January 2011
Emory University Alumni Development and Records October 2008 - May 2009
Skills
Data Analysis, Market Research, Sales, Social Media Marketing, Corporate Social..., Non-Profit, Sustainable Business, Education, Community Development, Customer Research, Management
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Discovery Communications July 2015 - Present
Calvert Investments April 2015 - July 2015
Management Leadership for Tomorrow (MLT) November 2014 - February 2015
Quadel August 2014 - October 2014
Burger King Corporation January 2013 - April 2014
Emory University Nell Hodgson Woodruff School of Nursing January 2012 - May 2012
GE Capital May 2011 - August 2011
Emory University: Marketing & Communications August 2010 - April 2011
Winship Cancer Institute of Emory University June 2010 - January 2011
Emory University Alumni Development and Records October 2008 - May 2009
Skills
Data Analysis, Market Research, Sales, Social Media Marketing, Corporate Social..., Non-Profit, Sustainable Business, Education, Community Development, Customer Research, Management
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Gregory Underhill's Calvert Investments Experience January 2012 - January 2014
Job
Industry Financial Services
Experience
Guggenheim Partners January 2014 - Present
Calvert Investments January 2012 - January 2014
Calvert Investments September 2008 - January 2012
Barnes & Noble September 2007 - September 2008
Starbucks September 2003 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Securities, Competitive Analysis, Modern Portfolio Theory, Risk Analytics, Business Continuity..., Disaster Recovery, Computer Security, Security, Customer Service..., Training, Public Speaking, Sustainable Investing, Values Based Investment..., Eagle Scout, Customer Service, Asset Management, Sales, Equities, Investments, Management, Project Management, Portfolio Management
Education
University of Maryland University College 2009 — 2015
Dual Master's degree, MBA & M.S. in CyberSecurity Policy, 3.67 / 4.0
University of Maryland University College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Montgomery College 2002 — 2004
Associate's degree
Clark University 2001 — 2002
General Studies
Guggenheim Partners January 2014 - Present
Calvert Investments January 2012 - January 2014
Calvert Investments September 2008 - January 2012
Barnes & Noble September 2007 - September 2008
Starbucks September 2003 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Securities, Competitive Analysis, Modern Portfolio Theory, Risk Analytics, Business Continuity..., Disaster Recovery, Computer Security, Security, Customer Service..., Training, Public Speaking, Sustainable Investing, Values Based Investment..., Eagle Scout, Customer Service, Asset Management, Sales, Equities, Investments, Management, Project Management, Portfolio Management
Education
University of Maryland University College 2009 — 2015
Dual Master's degree, MBA & M.S. in CyberSecurity Policy, 3.67 / 4.0
University of Maryland University College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Montgomery College 2002 — 2004
Associate's degree
Clark University 2001 — 2002
General Studies
Eric M. Elg's Calvert Investments Experience August 2007 - May 2015
Job Fixed Income Portfolio Manager at Calvert Investments
Industry Financial Services
Experience
Calvert Investments August 2007 - May 2015
Sun Life Financial 2004 - 2007
Fidelity National Financial 2002 - 2004
Advisors Capital Management 1999 - 2002
Catalytic Solutions, Inc. (now part of CDTi) 1996 - 1997
Skills
Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Investments, Asset Management, Asset Allocation, Investment Strategies, Securities, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Physics
Pepperdine University
Master of Business Administration (MBA), Finance, Investments
Calvert Investments August 2007 - May 2015
Sun Life Financial 2004 - 2007
Fidelity National Financial 2002 - 2004
Advisors Capital Management 1999 - 2002
Catalytic Solutions, Inc. (now part of CDTi) 1996 - 1997
Skills
Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Investments, Asset Management, Asset Allocation, Investment Strategies, Securities, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Physics
Pepperdine University
Master of Business Administration (MBA), Finance, Investments
Michael Abramo's Calvert Investments Experience January 1999 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Calvert Investments January 1999 - April 2013
NCM Capital January 1996 - July 1998
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Calvert Investments January 1999 - April 2013
NCM Capital January 1996 - July 1998
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY