Christian Brothers Investment Services
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Christian Brothers Investment Services Employees
Employee
Years
Job
Industry
Luigi Grisolia Luigi Grisolia's Christian Brothers Investment Services Experience January 2013 - July 2015
Job MBA Candidate Georgetown University McDonough School of Business | Strategy
Industry Financial Services
Experience
Christian Brothers Investment Services January 2013 - July 2015
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Libera Università Internazionale degli Studi Sociali Guido Carli 2009 — 2012
Bachelor's degree, Economics and Business
Utrecht University 2010 — 2011
Bachelor's degree - 1 Year Exchange Program, Economics and Business
San Giuseppe De Merode 2004 — 2009
Diploma do Maturità Liceo Classico, Liceo Classico
Christian Brothers Investment Services January 2013 - July 2015
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Libera Università Internazionale degli Studi Sociali Guido Carli 2009 — 2012
Bachelor's degree, Economics and Business
Utrecht University 2010 — 2011
Bachelor's degree - 1 Year Exchange Program, Economics and Business
San Giuseppe De Merode 2004 — 2009
Diploma do Maturità Liceo Classico, Liceo Classico
Connie Hudgins Connie Hudgins's Christian Brothers Investment Services Experience June 1996 - March 1997
Job Team Leader at Feed My Starving Children
Industry Education Management
Experience
Feed My Starving Children July 2014 - Present
Community Consolidated School District 46 November 2000 - June 2008
Elmhurst College September 1997 - August 2000
Christian Brothers Investment Services June 1996 - March 1997
Avondale Federal Savings Bank December 1987 - August 1991
Household Finance October 1985 - September 1987
Skills
Management, Office Administration, Teaching, Microsoft Office, Nonprofits, Strategic Planning, Staff Development, training, Organizational..., Higher Education, Public Speaking, Time Management, Communication Skills, Interpersonal Skill, Customer Service, Problem Solving, Underwriting, Loans Administration, Supervision, Daily Operations..., Technology Evaluation, Government Loans, Staff Management, Scheduling Management, Special Education, Elementary Education, Boy Scouts, Marketing, Administration
Education
Illinois State University 1982 — 1985
Bachelor's Degree, BS in Management, Concentration in Organization Management
Rock Valley College 1980 — 1982
Associate's Degree, Business
Morton College 1986 — 1988
Non-Degree Program, Elementary Spanish 1 & 2, Intermediate Spanish 1 & 2
Feed My Starving Children July 2014 - Present
Community Consolidated School District 46 November 2000 - June 2008
Elmhurst College September 1997 - August 2000
Christian Brothers Investment Services June 1996 - March 1997
Avondale Federal Savings Bank December 1987 - August 1991
Household Finance October 1985 - September 1987
Skills
Management, Office Administration, Teaching, Microsoft Office, Nonprofits, Strategic Planning, Staff Development, training, Organizational..., Higher Education, Public Speaking, Time Management, Communication Skills, Interpersonal Skill, Customer Service, Problem Solving, Underwriting, Loans Administration, Supervision, Daily Operations..., Technology Evaluation, Government Loans, Staff Management, Scheduling Management, Special Education, Elementary Education, Boy Scouts, Marketing, Administration
Education
Illinois State University 1982 — 1985
Bachelor's Degree, BS in Management, Concentration in Organization Management
Rock Valley College 1980 — 1982
Associate's Degree, Business
Morton College 1986 — 1988
Non-Degree Program, Elementary Spanish 1 & 2, Intermediate Spanish 1 & 2
Justin Maynard's Christian Brothers Investment Services Experience October 1999 - January 2012
Job Manager Managed Services at West Monroe Partners
Industry Information Technology and Services
Experience
West Monroe Partners January 2012 - Present
Christian Brothers Investment Services October 1999 - January 2012
Skills
ITIL, Technical Project..., IT Strategy, IT Operations, IT Management, IT Service Management, Microsoft, MS Project, SharePoint, Help Desk Management, Business Strategy, Help Desk Support, Leadership, Service Desk, Team Leadership, Technical Leadership, Change Management, Vendor Management, Business Analysis, Project Management, SDLC, Infrastructure, Service Delivery, PMP, Strategic Thinking, Active Directory, Disaster Recovery, CRM, Security, Virtualization, Integration, SQL, Data Center, Networking, Management, Information Technology, Enterprise Software, Managed Services, Enterprise Architecture, Cloud Computing, Business Process, Databases
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Management & Organizations, Social Enterprise, Human Resources Management, GPA 4.0/4.0
Wheaton College 1994 — 1998
BS, Mathematics
West Monroe Partners January 2012 - Present
Christian Brothers Investment Services October 1999 - January 2012
Skills
ITIL, Technical Project..., IT Strategy, IT Operations, IT Management, IT Service Management, Microsoft, MS Project, SharePoint, Help Desk Management, Business Strategy, Help Desk Support, Leadership, Service Desk, Team Leadership, Technical Leadership, Change Management, Vendor Management, Business Analysis, Project Management, SDLC, Infrastructure, Service Delivery, PMP, Strategic Thinking, Active Directory, Disaster Recovery, CRM, Security, Virtualization, Integration, SQL, Data Center, Networking, Management, Information Technology, Enterprise Software, Managed Services, Enterprise Architecture, Cloud Computing, Business Process, Databases
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Management & Organizations, Social Enterprise, Human Resources Management, GPA 4.0/4.0
Wheaton College 1994 — 1998
BS, Mathematics
Julie Tanner Julie Tanner's Christian Brothers Investment Services Experience September 2002 - Present
Job
Industry Financial Services
Experience
Christian Brothers Investment Services September 2002 - Present
ECPAT-USA November 2013 - Present
Interfaith Center on Corporate Responsibility June 2012 - Present
National Wildlife Federation February 1997 - August 2002
Ceres, Inc. January 2000 - January 2002
Credit Committee January 1998 - January 2002
USDA Forest Service May 1995 - January 1997
North Carolina State University September 1993 - April 1995
Chemical Bank (now JPMorgan Chase) October 1988 - September 1993
Norstar Brokerage Corporation November 1987 - August 1988
Skills
Environmental Policy, Corporate Social..., Sustainability, Non-profits, Sustainable Business, Sustainability Reporting, NGOs, Nonprofits, Environmental..., Stakeholder Engagement, Strategy, Research, Corporate Communications, Government, Public Relations, Fundraising, Management Consulting, Strategic Communications, Governance, Analysis, Marketing, Investments, Sustainable Development, International..., Sustainability..., Social Entrepreneurship, Human Rights, Environmental Issues, Community Development, Climate Change, Socially Responsible..., Community Engagement, Capacity Building, Environmental Awareness, International Relations, Cleantech, Policy Analysis
Education
North Carolina State University 1993 — 1996
M.S., College of Forest Resources; Department of Parks, Recreation and Tourism
Pace University 1988 — 1991
M.B.A, Marketing
Rutgers University 1979 — 1983
B.A, Business/English
Christian Brothers Investment Services September 2002 - Present
ECPAT-USA November 2013 - Present
Interfaith Center on Corporate Responsibility June 2012 - Present
National Wildlife Federation February 1997 - August 2002
Ceres, Inc. January 2000 - January 2002
Credit Committee January 1998 - January 2002
USDA Forest Service May 1995 - January 1997
North Carolina State University September 1993 - April 1995
Chemical Bank (now JPMorgan Chase) October 1988 - September 1993
Norstar Brokerage Corporation November 1987 - August 1988
Skills
Environmental Policy, Corporate Social..., Sustainability, Non-profits, Sustainable Business, Sustainability Reporting, NGOs, Nonprofits, Environmental..., Stakeholder Engagement, Strategy, Research, Corporate Communications, Government, Public Relations, Fundraising, Management Consulting, Strategic Communications, Governance, Analysis, Marketing, Investments, Sustainable Development, International..., Sustainability..., Social Entrepreneurship, Human Rights, Environmental Issues, Community Development, Climate Change, Socially Responsible..., Community Engagement, Capacity Building, Environmental Awareness, International Relations, Cleantech, Policy Analysis
Education
North Carolina State University 1993 — 1996
M.S., College of Forest Resources; Department of Parks, Recreation and Tourism
Pace University 1988 — 1991
M.B.A, Marketing
Rutgers University 1979 — 1983
B.A, Business/English
John Angley's Christian Brothers Investment Services Experience February 2007 - March 2012
Job
Industry Financial Services
Experience
Commerce Trust Company February 2014 - Present
Christian Brothers Investment Services February 2007 - March 2012
Driehaus Capital Management, L.L.C. September 1999 - November 2006
SEI Capital Resource Advisors September 1996 - September 1999
Kemper Asset Management, Inc. December 1991 - June 1996
SEI Capital Resources, Inc. March 1984 - December 1991
Skills
Pensions, Investment..., Investment Manager..., Asset/Liability..., Investment Performance..., Board Level Presentation, Sales Presentation..., Consultant Network..., Investment Management..., Fund Sponsor Consulting, Asset Allocation, Retirement, Investment Management, ALM, Equities, Mutual Funds, Fixed Income, Funding, Alternative Investments, Emerging Markets, Investment Strategies, Asset Management, Series 7, Securities, Investments
Education
Northern Illinois University 1973 — 1976
BA, MBA, Finance, Accounting
Commerce Trust Company February 2014 - Present
Christian Brothers Investment Services February 2007 - March 2012
Driehaus Capital Management, L.L.C. September 1999 - November 2006
SEI Capital Resource Advisors September 1996 - September 1999
Kemper Asset Management, Inc. December 1991 - June 1996
SEI Capital Resources, Inc. March 1984 - December 1991
Skills
Pensions, Investment..., Investment Manager..., Asset/Liability..., Investment Performance..., Board Level Presentation, Sales Presentation..., Consultant Network..., Investment Management..., Fund Sponsor Consulting, Asset Allocation, Retirement, Investment Management, ALM, Equities, Mutual Funds, Fixed Income, Funding, Alternative Investments, Emerging Markets, Investment Strategies, Asset Management, Series 7, Securities, Investments
Education
Northern Illinois University 1973 — 1976
BA, MBA, Finance, Accounting
Matthew Kuschel, Esq. Matthew Kuschel, Esq.'s Christian Brothers Investment Services Experience August 2012 - July 2013
Job Research Attorney at Michigan Court of Appeals
Industry Law Practice
Experience
Fahey Schultz Burzych Rhodes PLC September 2015 - Present
Michigan Court of Appeals August 2013 - September 2015
Christian Brothers Investment Services August 2012 - July 2013
Wayne County Third Circuit Court June 2011 - May 2012
United States District Court September 2011 - December 2011
Livingston County Forty-Fourth Circuit Court July 2011 - August 2011
Blackstone Legal Fellowship June 2010 - August 2010
Service Brands International May 2007 - August 2009
Law Office of James A. Shay, Esq January 2006 - February 2007
Skills
Research, Oral & Written..., Analysis, Legal Research, Legal Writing, Courts, Contract Negotiation, Contract Law, Civil Litigation, Corporate Law, Westlaw, Public Speaking, Criminal Law, Appeals, LexisNexis
Education
Ave Maria School of Law 2009 — 2012
Juris Doctor, Law, Magna Cum Laude
Michigan State University, James Madison College of Public Affairs 2002 — 2006
Bachelor of Arts, Political Theory and Constitutional Democracy, With Honor
Fahey Schultz Burzych Rhodes PLC September 2015 - Present
Michigan Court of Appeals August 2013 - September 2015
Christian Brothers Investment Services August 2012 - July 2013
Wayne County Third Circuit Court June 2011 - May 2012
United States District Court September 2011 - December 2011
Livingston County Forty-Fourth Circuit Court July 2011 - August 2011
Blackstone Legal Fellowship June 2010 - August 2010
Service Brands International May 2007 - August 2009
Law Office of James A. Shay, Esq January 2006 - February 2007
Skills
Research, Oral & Written..., Analysis, Legal Research, Legal Writing, Courts, Contract Negotiation, Contract Law, Civil Litigation, Corporate Law, Westlaw, Public Speaking, Criminal Law, Appeals, LexisNexis
Education
Ave Maria School of Law 2009 — 2012
Juris Doctor, Law, Magna Cum Laude
Michigan State University, James Madison College of Public Affairs 2002 — 2006
Bachelor of Arts, Political Theory and Constitutional Democracy, With Honor
Michael VanDam Michael VanDam's Christian Brothers Investment Services Experience May 2005 - November 2013
Job Independent Public Relations and Communications Consultant at SelfEmployed
Industry Public Relations and Communications
Experience
Christian Brothers Investment Services May 2005 - November 2013
Dobbins Communications December 2000 - November 2004
Alleghany Funds March 1999 - November 2000
Chicago Board Options Exchange August 1998 - March 1999
Charles Schwab April 1997 - July 1998
Morningstar, Inc January 1992 - January 1997
Skills
Financial Services, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Corporate Communications, Personal Finance, CRM, Integrated Marketing, Newsletters, Leadership, Message Development, Corporate Social..., Crisis Management, Management, Program Management, Press Releases, Strategic Communications, Investments, Strategy, Reputation Management, Mutual Funds, Positioning, Communication Training, Thought Leadership, Internal Communications, Content Development, Speech Writing
Education
Brown University 1985 — 1989
BA, Economics
Christian Brothers Investment Services May 2005 - November 2013
Dobbins Communications December 2000 - November 2004
Alleghany Funds March 1999 - November 2000
Chicago Board Options Exchange August 1998 - March 1999
Charles Schwab April 1997 - July 1998
Morningstar, Inc January 1992 - January 1997
Skills
Financial Services, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Corporate Communications, Personal Finance, CRM, Integrated Marketing, Newsletters, Leadership, Message Development, Corporate Social..., Crisis Management, Management, Program Management, Press Releases, Strategic Communications, Investments, Strategy, Reputation Management, Mutual Funds, Positioning, Communication Training, Thought Leadership, Internal Communications, Content Development, Speech Writing
Education
Brown University 1985 — 1989
BA, Economics
Christine Kelleher-Guerrero's Christian Brothers Investment Services Experience 1990 - 1996
Job Director Head of Marketing Review at Barclays Wealth
Industry Financial Services
Experience
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Nathan Ibarra Nathan Ibarra's Christian Brothers Investment Services Experience 2011 - June 2013
Job Regional Vice President External Wholesaler (NYC Metro, Boroughs, Upstate NY) at SmartTrust®
Industry Financial Services
Experience
Proxy Mosaic LLC July 2013 - January 2015
Christian Brothers Investment Services 2011 - June 2013
Standard and Poor's 2010 - June 2011
First Trust Portfolios L.P 2006 - 2009
Claymore Securities 2004 - 2006
UBS Wealth Management 2002 - 2003
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Asset Management, Investment Advisory, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Investment Management, Public Speaking, ETFs, Financial Markets, Series 63, Investment Strategies, New Business Development, Financial Advisory, Equities, Microsoft Office, Asset Managment, Conferences, Wealth Management, Funding, Strategic Partnerships, Sales Management, Leadership, Team Leadership, Strategy
Education
Canisius College 1996 — 2000
BS, Finance
Orchard Park High School
Proxy Mosaic LLC July 2013 - January 2015
Christian Brothers Investment Services 2011 - June 2013
Standard and Poor's 2010 - June 2011
First Trust Portfolios L.P 2006 - 2009
Claymore Securities 2004 - 2006
UBS Wealth Management 2002 - 2003
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Asset Management, Investment Advisory, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Investment Management, Public Speaking, ETFs, Financial Markets, Series 63, Investment Strategies, New Business Development, Financial Advisory, Equities, Microsoft Office, Asset Managment, Conferences, Wealth Management, Funding, Strategic Partnerships, Sales Management, Leadership, Team Leadership, Strategy
Education
Canisius College 1996 — 2000
BS, Finance
Orchard Park High School
Ludmilla Gelfand Ludmilla Gelfand's Christian Brothers Investment Services Experience August 2005 - November 2011
Job Sr Manager, Enterprise Solutions Architect/Strategies, Business Analyst and QA
Industry Computer Software
Experience
Barclay’s Capital June 2012 - August 2012
Credit Suisse February 2012 - May 2012
Christian Brothers Investment Services August 2005 - November 2011
IBM/LPL Financial–Independent and institutional investment advisors servicer and custom clearing pro June 2011 - August 2011
TD Waterhouse April 2004 - May 2004
Skills
Management Consulting, Business Analysis, Information Architecture, SQL, Customer Relations, Risk Management, Requirements Analysis, SDLC, Requirements Gathering, Visio, Agile, Process Engineering, User Acceptance Testing, Business Requirements, Microsoft Office, Excel, Quality Assurance, Business Planning, Data Warehousing, Testing, Business Intelligence, Asset Management, Systems Analysis, Change Management, Business Process, Process Improvement, Integration, Program Management, SQL Server, Software Project..., Documentation, IT Strategy, MS Project, Analysis, Business Process..., Word, Access, Gap Analysis, Waterfall, Data Modeling, Customer Service, Application Design, Outlook, Databases, Scrum, RUP, Data Analysis, Agile Methodologies, Vendor Management, SharePoint
Education
McGill University 1976 — 1979
Bachelor of Commerce, Management Information System
Barclay’s Capital June 2012 - August 2012
Credit Suisse February 2012 - May 2012
Christian Brothers Investment Services August 2005 - November 2011
IBM/LPL Financial–Independent and institutional investment advisors servicer and custom clearing pro June 2011 - August 2011
TD Waterhouse April 2004 - May 2004
Skills
Management Consulting, Business Analysis, Information Architecture, SQL, Customer Relations, Risk Management, Requirements Analysis, SDLC, Requirements Gathering, Visio, Agile, Process Engineering, User Acceptance Testing, Business Requirements, Microsoft Office, Excel, Quality Assurance, Business Planning, Data Warehousing, Testing, Business Intelligence, Asset Management, Systems Analysis, Change Management, Business Process, Process Improvement, Integration, Program Management, SQL Server, Software Project..., Documentation, IT Strategy, MS Project, Analysis, Business Process..., Word, Access, Gap Analysis, Waterfall, Data Modeling, Customer Service, Application Design, Outlook, Databases, Scrum, RUP, Data Analysis, Agile Methodologies, Vendor Management, SharePoint
Education
McGill University 1976 — 1979
Bachelor of Commerce, Management Information System
Bill Rybak Bill Rybak's Christian Brothers Investment Services Experience February 2010 - Present
Job Director at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services February 2010 - Present
JNL Funds January 2006 - Present
PrivateBancorp December 2003 - Present
Calamos Funds June 2002 - Present
Cystal Tree Golf and Country Club 1990 - 2012
Howe Barnes Hoefer & Arnett, Inc. 2002 - 2011
Van Kampen Funds 1986 - 2000
KPMG US 1973 - 1986
Education
The University of Chicago 2000 — 2002
mba
University of Chicago Graduate School of Business 2000 — 2002
MBA, Executive Program
Lewis University 1969 — 1973
BA, Accountancy
Christian Brothers Investment Services February 2010 - Present
JNL Funds January 2006 - Present
PrivateBancorp December 2003 - Present
Calamos Funds June 2002 - Present
Cystal Tree Golf and Country Club 1990 - 2012
Howe Barnes Hoefer & Arnett, Inc. 2002 - 2011
Van Kampen Funds 1986 - 2000
KPMG US 1973 - 1986
Education
The University of Chicago 2000 — 2002
mba
University of Chicago Graduate School of Business 2000 — 2002
MBA, Executive Program
Lewis University 1969 — 1973
BA, Accountancy
Pamela Gleeson Pamela Gleeson's Christian Brothers Investment Services Experience 2013 - 2015
Job Chief Financial Officer at De La Salle Institute
Industry Nonprofit Organization Management
Experience
De La Salle Institute September 2012 - Present
Napa Valley Business Incubator March 2012 - Present
Napa Chamber of Commerce January 2010 - Present
Leadership Napa Valley July 2005 - Present
Christian Brothers Investment Services 2013 - 2015
Christian Brothers Investment Services 2013 - 2015
Pamela Gleeson Consulting July 2011 - August 2012
Santen February 1997 - June 2011
Greater Pacific Foods November 1994 - November 1996
Skills
Executive Management, Business Strategy, Strategic Planning, Business Planning, Pharmaceutical Industry, Employee Engagement, Financial Modeling, Financial Analysis, Financial Reporting, Negotiation, Financial Accounting, Project Management, Start-ups, Marketing Strategy
Education
Harvard Executive Education 2008 — 2008
University of California, Berkeley 1981 — 1985
Bachelor's degree, Business Administration, Finance & Accounting
De La Salle Institute September 2012 - Present
Napa Valley Business Incubator March 2012 - Present
Napa Chamber of Commerce January 2010 - Present
Leadership Napa Valley July 2005 - Present
Christian Brothers Investment Services 2013 - 2015
Christian Brothers Investment Services 2013 - 2015
Pamela Gleeson Consulting July 2011 - August 2012
Santen February 1997 - June 2011
Greater Pacific Foods November 1994 - November 1996
Skills
Executive Management, Business Strategy, Strategic Planning, Business Planning, Pharmaceutical Industry, Employee Engagement, Financial Modeling, Financial Analysis, Financial Reporting, Negotiation, Financial Accounting, Project Management, Start-ups, Marketing Strategy
Education
Harvard Executive Education 2008 — 2008
University of California, Berkeley 1981 — 1985
Bachelor's degree, Business Administration, Finance & Accounting
Daniel Nielsen's Christian Brothers Investment Services Experience September 2008 - Present
Job Director, Socially Responsible Investing at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services September 2008 - Present
General Board of Pensions October 2005 - August 2008
Global Philanthropy Partnership 2002 - 2005
Skills
Investments, Socially Responsible..., Investor Relations, Equities, Asset Managment, Leadership, Strategy, Public Relations, Proxy Voting, Sustainability, Management, Asset Allocation, Corporate Social..., Strategic Planning, Business Development, Corporate Governance, Asset Management, Investment Strategies, Climate Change, Impact Investing, Program Management, Investment Management
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Corporate Strategy and Organizational Development
University of Maryland College Park 1990 — 1993
Bachelor of Arts (BA), Chinese Language and Literature
Christian Brothers Investment Services September 2008 - Present
General Board of Pensions October 2005 - August 2008
Global Philanthropy Partnership 2002 - 2005
Skills
Investments, Socially Responsible..., Investor Relations, Equities, Asset Managment, Leadership, Strategy, Public Relations, Proxy Voting, Sustainability, Management, Asset Allocation, Corporate Social..., Strategic Planning, Business Development, Corporate Governance, Asset Management, Investment Strategies, Climate Change, Impact Investing, Program Management, Investment Management
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Corporate Strategy and Organizational Development
University of Maryland College Park 1990 — 1993
Bachelor of Arts (BA), Chinese Language and Literature
Danish Meherally Danish Meherally's Christian Brothers Investment Services Experience August 2011 - December 2012
Job Senior Associate, International Tax at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP June 2014 - Present
Cherry Bekaert LLP June 2014 - Present
ICE Clear Credit September 2012 - February 2014
Christian Brothers Investment Services August 2011 - December 2012
Pearl Law Firm January 2011 - May 2011
Health Management Associates January 2011 - April 2011
United States District Court for the Middle District of Florida September 2010 - December 2010
United States District Court for the Middle District of Florida May 2010 - August 2010
Regional Officefor Civil and Criminal Conflict January 2010 - May 2010
Weill Cornell Medical College August 2006 - August 2008
Skills
International Tax..., Legal Research, Legal Writing, Westlaw, Litigation, Microsoft Office, Appeals, Civil Litigation, PowerPoint, Mediation, Courts, Lexis, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LL.M.) in Taxation, International Taxation
Ave Maria School of Law 2008 — 2011
Doctor of Law (J.D.)
London Institute on International and Comparative Law 2009 — 2009
Diploma, International Comparative Law
DePaul University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Cherry Bekaert LLP June 2014 - Present
Cherry Bekaert LLP June 2014 - Present
ICE Clear Credit September 2012 - February 2014
Christian Brothers Investment Services August 2011 - December 2012
Pearl Law Firm January 2011 - May 2011
Health Management Associates January 2011 - April 2011
United States District Court for the Middle District of Florida September 2010 - December 2010
United States District Court for the Middle District of Florida May 2010 - August 2010
Regional Officefor Civil and Criminal Conflict January 2010 - May 2010
Weill Cornell Medical College August 2006 - August 2008
Skills
International Tax..., Legal Research, Legal Writing, Westlaw, Litigation, Microsoft Office, Appeals, Civil Litigation, PowerPoint, Mediation, Courts, Lexis, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LL.M.) in Taxation, International Taxation
Ave Maria School of Law 2008 — 2011
Doctor of Law (J.D.)
London Institute on International and Comparative Law 2009 — 2009
Diploma, International Comparative Law
DePaul University 2000 — 2004
Bachelor of Science (B.S.), Psychology
KJ Smith, CFP®, ChFC® KJ Smith, CFP®, ChFC®'s Christian Brothers Investment Services Experience January 2015 - Present
Job Investment Advisor at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services January 2015 - Present
Dergalis Associates February 2014 - December 2014
Business Strategies Group of Illinois (a division of AXA Advisors, LLC) January 2013 - December 2014
AXA Advisors March 2011 - December 2014
UBS Wealth Management November 2007 - March 2010
Newcastle Limited August 2006 - December 2006
Skills
Investments, Series 7, Estate Planning, Leadership, Small Business, Employee Benefits, Portfolio Management, Disability Insurance, Risk Management, 401k, Retirement, Certified Financial..., Chartered Financial...
Education
Loyola University of Chicago 2002 — 2006
BA, Finance, Theology
Plainfield High School 2000 — 2002
General
Joliet Catholic Academy 1998 — 2000
General
Christian Brothers Investment Services January 2015 - Present
Dergalis Associates February 2014 - December 2014
Business Strategies Group of Illinois (a division of AXA Advisors, LLC) January 2013 - December 2014
AXA Advisors March 2011 - December 2014
UBS Wealth Management November 2007 - March 2010
Newcastle Limited August 2006 - December 2006
Skills
Investments, Series 7, Estate Planning, Leadership, Small Business, Employee Benefits, Portfolio Management, Disability Insurance, Risk Management, 401k, Retirement, Certified Financial..., Chartered Financial...
Education
Loyola University of Chicago 2002 — 2006
BA, Finance, Theology
Plainfield High School 2000 — 2002
General
Joliet Catholic Academy 1998 — 2000
General
E. Joy Morriss's Christian Brothers Investment Services Experience June 2014 - Present
Job Administrative Assistant to Business Development, & Marketing at CBIS
Industry Financial Services
Experience
Christian Brothers Investment Services June 2014 - Present
Lord & Taylor November 2013 - June 2014
M Shop NYC October 2013 - December 2013
ATM Tees August 2013 - November 2013
M&M Property Management, Inc. August 2010 - August 2013
Skills
Product Development, Styling, Fashion Shows, Management, Sales, Microsoft Excel, PowerPoint, Business Development, Marketing, Social Media Marketing, Employee Training, Showrooms, Editing, Microsoft Office, Social Media, Teamwork, Office Management, Client Relations, Bookkeeping, Look Development, Look Books
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Arts (BA), Communication, General
Christian Brothers Investment Services June 2014 - Present
Lord & Taylor November 2013 - June 2014
M Shop NYC October 2013 - December 2013
ATM Tees August 2013 - November 2013
M&M Property Management, Inc. August 2010 - August 2013
Skills
Product Development, Styling, Fashion Shows, Management, Sales, Microsoft Excel, PowerPoint, Business Development, Marketing, Social Media Marketing, Employee Training, Showrooms, Editing, Microsoft Office, Social Media, Teamwork, Office Management, Client Relations, Bookkeeping, Look Development, Look Books
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Arts (BA), Communication, General
John Patzwall John Patzwall's Christian Brothers Investment Services Experience September 1995 - March 1998
Job Manager of Retirement Resources at Brothers of the Christian Schools DENA
Industry Religious Institutions
Experience
Sangre de Cristo Center July 2012 - Present
District of Eastern North America, Brothers of the Christian Schools August 2009 - Present
Brothers of the Christian Schools July 2003 - January 2007
National Religious Retirement Office, USCCB April 1998 - December 2002
Christian Brothers Investment Services September 1995 - March 1998
Brothers of the Christian Schools July 1979 - June 1994
Calvert Hall College High School July 1974 - June 1978
Calvert Hall College High School September 1972 - June 1974
West Philadelphia Catholic High School for Boys September 1967 - June 1972
Skills
Fundraising, Series 7, Non-profits, Public Speaking, Strategic Planning, Community Outreach
Education
University of Notre Dame 1969 — 1973
Master of Arts, United States History
La Salle University 1963 — 1967
BA, History Education
University of Pennsylvania 1966 — 1966
Social Science
Loyola University Maryland
Accounting
Temple University
United States History
Sangre de Cristo Center July 2012 - Present
District of Eastern North America, Brothers of the Christian Schools August 2009 - Present
Brothers of the Christian Schools July 2003 - January 2007
National Religious Retirement Office, USCCB April 1998 - December 2002
Christian Brothers Investment Services September 1995 - March 1998
Brothers of the Christian Schools July 1979 - June 1994
Calvert Hall College High School July 1974 - June 1978
Calvert Hall College High School September 1972 - June 1974
West Philadelphia Catholic High School for Boys September 1967 - June 1972
Skills
Fundraising, Series 7, Non-profits, Public Speaking, Strategic Planning, Community Outreach
Education
University of Notre Dame 1969 — 1973
Master of Arts, United States History
La Salle University 1963 — 1967
BA, History Education
University of Pennsylvania 1966 — 1966
Social Science
Loyola University Maryland
Accounting
Temple University
United States History
Mark F. Degenhart, Sr. Mark F. Degenhart, Sr.'s Christian Brothers Investment Services Experience December 2013 - Present
Job Senior Investment Advisor at Christian Brothers Investment Services
Industry Investment Management
Experience
Christian Brothers Investment Services December 2013 - Present
University of Scranton - Endowment Investment Committee April 2006 - Present
Northwestern Mutual February 2013 - June 2013
Rothschild Asset Management April 2006 - January 2012
Oppenheimer Capital January 1999 - March 2006
Palisade Capital Management August 1993 - December 1998
Cazenove February 1990 - August 1993
Argus Research October 1986 - February 1990
Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...
Education
University of Scranton 1981 — 1985
BS, Marketing
Christian Brothers Investment Services December 2013 - Present
University of Scranton - Endowment Investment Committee April 2006 - Present
Northwestern Mutual February 2013 - June 2013
Rothschild Asset Management April 2006 - January 2012
Oppenheimer Capital January 1999 - March 2006
Palisade Capital Management August 1993 - December 1998
Cazenove February 1990 - August 1993
Argus Research October 1986 - February 1990
Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...
Education
University of Scranton 1981 — 1985
BS, Marketing
Nanci Morris, CFA's Christian Brothers Investment Services Experience 2008 - Present
Job Institutional Investment Consultant
Industry Financial Services
Experience
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
Michael Castino, MBA's Christian Brothers Investment Services Experience April 2014 - Present
Job Director of Marketing & Communications at Christian Brothers Investment Services
Industry Marketing and Advertising
Experience
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Dean Armstrong's Christian Brothers Investment Services Experience August 2015 - Present
Job Director, Investment Management at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services August 2015 - Present
Clearbrook Investment Consulting August 1988 - July 2015
Gordon, Haskett & Company January 1984 - August 1988
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Investments, Fixed Income, Mutual Funds, Investment Strategies, Capital Markets, Private Equity, Financial Services, Securities, Bloomberg, Risk Management, Convertible Bonds, Financial Modeling, Investment Management, Asset Managment, Trading
Education
Roger Williams University
Bachelor of Science (BS)
Christian Brothers Investment Services August 2015 - Present
Clearbrook Investment Consulting August 1988 - July 2015
Gordon, Haskett & Company January 1984 - August 1988
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Investments, Fixed Income, Mutual Funds, Investment Strategies, Capital Markets, Private Equity, Financial Services, Securities, Bloomberg, Risk Management, Convertible Bonds, Financial Modeling, Investment Management, Asset Managment, Trading
Education
Roger Williams University
Bachelor of Science (BS)
Elizabeth Vella's Christian Brothers Investment Services Experience January 2000 - Present
Job Associate Investment Advisor
Industry Financial Services
Experience
Christian Brothers Investment Services January 2000 - Present
Stein Roe 1998 - 2000
Raymond James Financial 1995 - 1998
Skills
Asset Allocation, Mutual Funds
Education
University of Iowa 1986 — 1990
Christian Brothers Investment Services January 2000 - Present
Stein Roe 1998 - 2000
Raymond James Financial 1995 - 1998
Skills
Asset Allocation, Mutual Funds
Education
University of Iowa 1986 — 1990
Gopinath Srinivasan's Christian Brothers Investment Services Experience February 2011 - Present
Job Eagle Pace Consultant at Christian Brothers Investment Services
Industry Information Technology and Services
Experience
Christian Brothers Investment Services February 2011 - Present
SRIRAJ TECH INC June 2010 - Present
Merrill Lynch - Prime Brokerage December 2007 - May 2010
CBIS 2006 - 2007
Merrill Lynch Investment Mana February 2006 - April 2006
Metlife 2004 - 2006
TIAA CREF 1996 - 2003
Education
Anna University 1987 — 1990
University of Madras 1984 — 1987
Christian Brothers Investment Services February 2011 - Present
SRIRAJ TECH INC June 2010 - Present
Merrill Lynch - Prime Brokerage December 2007 - May 2010
CBIS 2006 - 2007
Merrill Lynch Investment Mana February 2006 - April 2006
Metlife 2004 - 2006
TIAA CREF 1996 - 2003
Education
Anna University 1987 — 1990
University of Madras 1984 — 1987
Audley Wiggan's Christian Brothers Investment Services Experience January 2000 - Present
Job Service Rep., SRI Department at C.B.I.S., Inc.
Industry Financial Services
Experience
Christian Brothers Investment Services January 2000 - Present
P.S. 123 The Mahalia Jackson School 1992 - 1995
Skills
Investments, Music, Entertainment, Education, Marketing, Event Planning, Time Management, Leadership, Management, Nonprofits, Analysis, Sales Management, Public Relations, Business Development, Budgets, Microsoft Office, Customer Service, Microsoft Excel
Education
City University of New York City College 1991 — 1992
School Psychology
City University of New York-Brooklyn College 1990 — 1991
Christian Brothers Investment Services January 2000 - Present
P.S. 123 The Mahalia Jackson School 1992 - 1995
Skills
Investments, Music, Entertainment, Education, Marketing, Event Planning, Time Management, Leadership, Management, Nonprofits, Analysis, Sales Management, Public Relations, Business Development, Budgets, Microsoft Office, Customer Service, Microsoft Excel
Education
City University of New York City College 1991 — 1992
School Psychology
City University of New York-Brooklyn College 1990 — 1991
David Skelding's Christian Brothers Investment Services Experience 2013 - Present
Job Executive Vice President at Christian Brothers Investment Services, Inc.
Industry Investment Management
Experience
Christian Brothers Investment Services 2013 - Present
CBIS January 2004 - Present
Christian Brothers Investment Services, Inc. April 1998 - Present
Christian Brothers Investment Services January 1999 - May 2005
Lord, Bissell & Brook January 1993 - April 1998
Locke Lord LLP January 1993 - April 1998
Lord, Bissell & Brook August 1983 - January 1993
Skills
Corporate Governance, Securities, Corporate Law, Asset Management, Compliance, Securities Law, Risk Management
Education
Cornell Law School 1980 — 1983
J.D., Law
The University of Chicago 1976 — 1980
A.B., European History
Christian Brothers Investment Services 2013 - Present
CBIS January 2004 - Present
Christian Brothers Investment Services, Inc. April 1998 - Present
Christian Brothers Investment Services January 1999 - May 2005
Lord, Bissell & Brook January 1993 - April 1998
Locke Lord LLP January 1993 - April 1998
Lord, Bissell & Brook August 1983 - January 1993
Skills
Corporate Governance, Securities, Corporate Law, Asset Management, Compliance, Securities Law, Risk Management
Education
Cornell Law School 1980 — 1983
J.D., Law
The University of Chicago 1976 — 1980
A.B., European History
Rho Blank's Christian Brothers Investment Services Experience 1997 - 1998
Job Chief Accounting Officer Alternatives at Mesirow Financial
Industry Investment Management
Experience
Mesirow Financial June 2010 - Present
Strategic Synergies Chicago, Inc. April 2009 - May 2010
Man September 2004 - April 2009
Calamos Investments November 1997 - February 2004
Christian Brothers Investment Services 1997 - 1998
Skills
Equities, Investments, Portfolio Management, Investment Management, Fixed Income, Capital Markets, Asset Allocation, Derivatives, Private Equity
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Executive Masters of Business Administration
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Accounting
Mesirow Financial June 2010 - Present
Strategic Synergies Chicago, Inc. April 2009 - May 2010
Man September 2004 - April 2009
Calamos Investments November 1997 - February 2004
Christian Brothers Investment Services 1997 - 1998
Skills
Equities, Investments, Portfolio Management, Investment Management, Fixed Income, Capital Markets, Asset Allocation, Derivatives, Private Equity
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Executive Masters of Business Administration
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Accounting
John DeMasi's Christian Brothers Investment Services Experience February 2007 - November 2007
Job Financial Services Professional CPA
Industry Financial Services
Experience
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Jane Belcher, CFA's Christian Brothers Investment Services Experience 2002 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Christian Brothers Investment Services 2002 - 2007
Equinox Capital Management, LLC 2000 - 2001
Watson Wyatt 1997 - 2000
Northwestern University 1995 - 1997
Education
Purdue University
BS Ch E, Chemical Engineering
The University of Chicago Booth School of Business
MBA, Finance, Accounting, Economics, Marketing
Christian Brothers Investment Services 2002 - 2007
Equinox Capital Management, LLC 2000 - 2001
Watson Wyatt 1997 - 2000
Northwestern University 1995 - 1997
Education
Purdue University
BS Ch E, Chemical Engineering
The University of Chicago Booth School of Business
MBA, Finance, Accounting, Economics, Marketing
James Mullaney's Christian Brothers Investment Services Experience July 2015 - Present
Job Director, Investment Management at Christian Brothers Investment Services
Industry Investment Management
Experience
Christian Brothers Investment Services July 2015 - Present
Ferncliff Cemetery Association September 2014 - Present
Mercy College January 2013 - Present
Verizon Investment Management Co. November 1983 - December 2012
Federal Reserve Bank of New York December 1982 - November 1983
Skills
Investments, Equities, Investment Management, Management, Financial Analysis, Financial Modeling, Risk Management, Portfolio Management, Forecasting, Asset Management, Financial Reporting, Analysis, Vendor Management, Fixed Income, Valuation, Budgets, Financial Services, Cross-functional Team...
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Management
Fordham University 1979 — 1982
MA, Financial Economics
Fordham University 1974 — 1978
BA, Mathematics / Economics
Christian Brothers Investment Services July 2015 - Present
Ferncliff Cemetery Association September 2014 - Present
Mercy College January 2013 - Present
Verizon Investment Management Co. November 1983 - December 2012
Federal Reserve Bank of New York December 1982 - November 1983
Skills
Investments, Equities, Investment Management, Management, Financial Analysis, Financial Modeling, Risk Management, Portfolio Management, Forecasting, Asset Management, Financial Reporting, Analysis, Vendor Management, Fixed Income, Valuation, Budgets, Financial Services, Cross-functional Team...
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Management
Fordham University 1979 — 1982
MA, Financial Economics
Fordham University 1974 — 1978
BA, Mathematics / Economics
George Cobbina, Jr.'s Christian Brothers Investment Services Experience July 2001 - December 2001
Job Syndicator at Wells Fargo Equipment Finance, Inc.
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo February 2011 - March 2013
Wachovia July 2008 - November 2009
Wachovia July 2007 - June 2008
Citicapital Commercial Corporation August 2004 - July 2007
Pitney Bowes January 2002 - August 2004
Christian Brothers Investment Services July 2001 - December 2001
debis Financial Services July 1996 - October 2000
Education
Sacred Heart University
Temple University
Wells Fargo March 2013 - Present
Wells Fargo February 2011 - March 2013
Wachovia July 2008 - November 2009
Wachovia July 2007 - June 2008
Citicapital Commercial Corporation August 2004 - July 2007
Pitney Bowes January 2002 - August 2004
Christian Brothers Investment Services July 2001 - December 2001
debis Financial Services July 1996 - October 2000
Education
Sacred Heart University
Temple University
LuEllen Joy (Miller) Giera's Christian Brothers Investment Services Experience April 2005 - Present
Job Christian Brothers Investment Services, Inc. Distribution Services
Industry Investment Management
Experience
PLANETCOLLAGE.COM August 2007 - Present
Christian Brothers Investment Services April 2005 - Present
Midwest Collage Society 2005 - Present
planetcollage.com 2004 - Present
Celiac Center U of C 2007 - 2009
Loyola University Medical Center September 2003 - March 2005
Career Education Corporation 2004 - 2005
Loyola University Medical Center 1999 - 2005
Skills
Drawing, Painting, Adobe Creative Suite, Art, Collage, Visual Arts, Fine Art, Oil Painting, Art History, Public Speaking, Museums, Craft, Layout, Digital Photography, Photography, Contemporary Art, Graphics, Books, Graphic Design, Portraits, Logo Design, Fine Art Photography, Illustrator, Brochures, Sculpture, Illustration, Art Direction, Creative Writing, Art Collaboration, Policy and Procedure..., Mac
Education
The School of the Art Institute of Chicago 2002 — 2005
Certificate, Drawing
PLANETCOLLAGE.COM August 2007 - Present
Christian Brothers Investment Services April 2005 - Present
Midwest Collage Society 2005 - Present
planetcollage.com 2004 - Present
Celiac Center U of C 2007 - 2009
Loyola University Medical Center September 2003 - March 2005
Career Education Corporation 2004 - 2005
Loyola University Medical Center 1999 - 2005
Skills
Drawing, Painting, Adobe Creative Suite, Art, Collage, Visual Arts, Fine Art, Oil Painting, Art History, Public Speaking, Museums, Craft, Layout, Digital Photography, Photography, Contemporary Art, Graphics, Books, Graphic Design, Portraits, Logo Design, Fine Art Photography, Illustrator, Brochures, Sculpture, Illustration, Art Direction, Creative Writing, Art Collaboration, Policy and Procedure..., Mac
Education
The School of the Art Institute of Chicago 2002 — 2005
Certificate, Drawing
John Patzwall's Christian Brothers Investment Services Experience September 1995 - March 1999
Job Volunteer/Consultant at District of Eastern North America, De La Salle Christian Brothers
Industry Religious Institutions
Experience
District of Eastern North America, De La Salle Christian Brothers September 2015 - Present
District of Eastern North America September 2009 - August 2015
Brothers of the Christian Schools of Ontario July 2003 - January 2007
National Religious Retirement Office April 1999 - December 2002
Christian Brothers Investment Services September 1995 - March 1999
Skills
Community Outreach, Public Speaking, Nonprofits, Leadership Development, Fundraising, Leadership, Finance & Investments, Retirement Planning for..., Group Travel & Events..., Research, Newsletters, Analysis, Policy, Volunteer Management, Program Development, Management, Teaching, Higher Education, Strategic Planning, Team Building
Education
University of Notre Dame 1970 — 1973
Master of Arts (M.A.), United States History
La Salle University 1963 — 1967
Bachelor of Arts (B.A.), History - Education, Cum Laude
District of Eastern North America, De La Salle Christian Brothers September 2015 - Present
District of Eastern North America September 2009 - August 2015
Brothers of the Christian Schools of Ontario July 2003 - January 2007
National Religious Retirement Office April 1999 - December 2002
Christian Brothers Investment Services September 1995 - March 1999
Skills
Community Outreach, Public Speaking, Nonprofits, Leadership Development, Fundraising, Leadership, Finance & Investments, Retirement Planning for..., Group Travel & Events..., Research, Newsletters, Analysis, Policy, Volunteer Management, Program Development, Management, Teaching, Higher Education, Strategic Planning, Team Building
Education
University of Notre Dame 1970 — 1973
Master of Arts (M.A.), United States History
La Salle University 1963 — 1967
Bachelor of Arts (B.A.), History - Education, Cum Laude
Paul Ainslie's Christian Brothers Investment Services Experience January 2013 - Present
Job Vice President for Strategic Initiatives and Product Development
Industry Financial Services
Experience
Christian Brothers Investment Services January 2013 - Present
Christian Brothers Investment Services January 2007 - December 2012
Christian Brothers Investment Services January 2001 - December 2006
Christian Brothers Investment Services April 1999 - December 2000
Paul R Ainslie August 1997 - March 1999
Lynch & Mayer, Inc. January 1995 - July 1997
Yamaichi Capital Management November 1989 - September 1994
Ainslie & Associates July 1986 - August 1987
New York City Department of Parks & Recreation July 1985 - June 1986
Skills
Asset Management, Investments, Securities, Equities, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Planning, Investment Management, Strategy, Business Analysis, Business Development, Leadership, New Business Development, Financial Reporting, Analysis, Program Management, Management Consulting
Education
Yale University - Yale School of Management 1987 — 1989
MPPM
Stanford University 1981 — 1985
Bachelor of Science (BS)
Christian Brothers Investment Services January 2013 - Present
Christian Brothers Investment Services January 2007 - December 2012
Christian Brothers Investment Services January 2001 - December 2006
Christian Brothers Investment Services April 1999 - December 2000
Paul R Ainslie August 1997 - March 1999
Lynch & Mayer, Inc. January 1995 - July 1997
Yamaichi Capital Management November 1989 - September 1994
Ainslie & Associates July 1986 - August 1987
New York City Department of Parks & Recreation July 1985 - June 1986
Skills
Asset Management, Investments, Securities, Equities, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Planning, Investment Management, Strategy, Business Analysis, Business Development, Leadership, New Business Development, Financial Reporting, Analysis, Program Management, Management Consulting
Education
Yale University - Yale School of Management 1987 — 1989
MPPM
Stanford University 1981 — 1985
Bachelor of Science (BS)
Eileen Madden's Christian Brothers Investment Services Experience 2001 - 2004
Job Financial Services Professional
Industry
Experience
Christian Brothers Investment Services 2001 - 2004
Lazard Asset Management 1999 - 2001
Schlumberger 1997 - 1999
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & International Business
Providence College 1988 — 1992
Bacehor of Science, Business
Christian Brothers Investment Services 2001 - 2004
Lazard Asset Management 1999 - 2001
Schlumberger 1997 - 1999
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & International Business
Providence College 1988 — 1992
Bacehor of Science, Business
Giselle Sanchez's Christian Brothers Investment Services Experience November 2001 - April 2005
Job Administrative Assistant at Lexington School and Center for the Deaf
Industry Nonprofit Organization Management
Experience
Lexington School and Center for the Deaf September 2005 - Present
Christian Brothers Investment Services November 2001 - April 2005
Education
Queensborough Community College
Associates Degree in Business Science
Lexington School and Center for the Deaf September 2005 - Present
Christian Brothers Investment Services November 2001 - April 2005
Education
Queensborough Community College
Associates Degree in Business Science
Audley Wiggan's Christian Brothers Investment Services Experience May 2005 - Present
Job Service Representative, SRI Department at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services May 2005 - Present
Universal Music Group August 1995 - August 1998
P.S. 123, Harlem, NY September 1992 - September 1995
Skills
Investments, Securities, Equities, Asset Management, Portfolio Management, Account Management, Music, Vocalist, Vocal Coaching, Music Production, Public Speaking, Vendor Management, Customer Service, Business Analysis, Analysis, Leadership, Event Management, PowerPoint, Team Leadership, Research, Social Media, Microsoft Excel, Microsoft Word, Team Building, Event Planning, Microsoft Office, Program Management
Education
Brooklyn College
Psychology
City University of New York City College
Christian Brothers Investment Services May 2005 - Present
Universal Music Group August 1995 - August 1998
P.S. 123, Harlem, NY September 1992 - September 1995
Skills
Investments, Securities, Equities, Asset Management, Portfolio Management, Account Management, Music, Vocalist, Vocal Coaching, Music Production, Public Speaking, Vendor Management, Customer Service, Business Analysis, Analysis, Leadership, Event Management, PowerPoint, Team Leadership, Research, Social Media, Microsoft Excel, Microsoft Word, Team Building, Event Planning, Microsoft Office, Program Management
Education
Brooklyn College
Psychology
City University of New York City College
Robert Palmeri, CFA's Christian Brothers Investment Services Experience June 1994 - August 2000
Job Director of East Consulting, Principal at RVK
Industry Investment Management
Experience
RVK, Inc. July 2005 - Present
RVK, Inc. January 2011 - Present
RVK, Inc. 2009 - 2014
KPMG US September 2000 - July 2005
Christian Brothers Investment Services June 1994 - August 2000
Skills
PractIce Leader -..., Alternative Investments, Asset Management, Equities, Investment Strategies, Fixed Income, Investments
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Finance
Chaminade High School 1979 — 1983
RVK, Inc. July 2005 - Present
RVK, Inc. January 2011 - Present
RVK, Inc. 2009 - 2014
KPMG US September 2000 - July 2005
Christian Brothers Investment Services June 1994 - August 2000
Skills
PractIce Leader -..., Alternative Investments, Asset Management, Equities, Investment Strategies, Fixed Income, Investments
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Finance
Chaminade High School 1979 — 1983