Clark Capital Management Group
Industry: Company
DescriptionFounded: 1986 Subsidiary: Rightime Econometrics, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportClark Capital Management GroupWebsiteDirections Saved (0) Saved Save Investment company in Philadelphia, Pennsylvania Address: 1650 Market Street, Fl 53, Philadelphia, PA 19103 Phone: (800) 766-2264: : : Place name: : Website: : Category: : Hours: Website: https://www.ccmg.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clark Capital Management Group Posting publicly on the Web Write a review Reviews Be the first to review
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Clark Capital Management Group Employees
Employee
Years
Job
Industry
Dan Giddens Dan Giddens's Clark Capital Management Group Experience March 2004 - June 2014
Job Financial Advisor at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc. June 2014 - Present
Clark Capital Management Group March 2004 - June 2014
Skills
Asset Allocation, Fixed Annuities, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CERTIFIED INVESTMENT MANAGEMENT ANALYST
Southern Illinois University, Edwardsville 1980 — 1983
Master of Business Administration (M.B.A.), FINANCE AND MARKETING
KMS Financial Services, Inc. June 2014 - Present
Clark Capital Management Group March 2004 - June 2014
Skills
Asset Allocation, Fixed Annuities, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CERTIFIED INVESTMENT MANAGEMENT ANALYST
Southern Illinois University, Edwardsville 1980 — 1983
Master of Business Administration (M.B.A.), FINANCE AND MARKETING
Sherri Agganis Sherri Agganis's Clark Capital Management Group Experience May 2011 - August 2012
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources May 2015 - Present
Robert Half Management Resources November 2014 - May 2015
Cetera Advisors LLC August 2013 - November 2014
Clark Capital Management Group May 2011 - August 2012
AIG January 2007 - April 2011
Genworth Financial October 2004 - January 2007
Skills
Asset Management, Wealth Management, Mutual Funds, Investments, Asset Allocation, 401k, Financial Services, Retirement, Retirement Planning, Asset Managment, Investment Advisory, Risk Management, Direct Sales, Practice Management, Strategic Consulting, Relationship Management, Recruiting, Relationship Building, Coaching, Resume Writing, Series 7, Financial Planning
Education
Emmanuel College 1994 — 1997
BS, Business Administration
Dedham High School 1989 — 1993
Otis College of Art and Design
Design and Applied Arts
Robert Half Management Resources May 2015 - Present
Robert Half Management Resources November 2014 - May 2015
Cetera Advisors LLC August 2013 - November 2014
Clark Capital Management Group May 2011 - August 2012
AIG January 2007 - April 2011
Genworth Financial October 2004 - January 2007
Skills
Asset Management, Wealth Management, Mutual Funds, Investments, Asset Allocation, 401k, Financial Services, Retirement, Retirement Planning, Asset Managment, Investment Advisory, Risk Management, Direct Sales, Practice Management, Strategic Consulting, Relationship Management, Recruiting, Relationship Building, Coaching, Resume Writing, Series 7, Financial Planning
Education
Emmanuel College 1994 — 1997
BS, Business Administration
Dedham High School 1989 — 1993
Otis College of Art and Design
Design and Applied Arts
Luke McLaughlin Luke McLaughlin's Clark Capital Management Group Experience 2009 - 2014
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2015 - Present
Grant Williams LP 2011 - Present
Clark Capital Management Group 2009 - 2014
LA Fitness March 2009 - July 2009
J.G. Wentworth June 2008 - March 2009
Skills
Relationship Management, Finance, Investment Advisory, Hedge Funds, Options Strategies, Customer Service, Equity Trading, Mutual Funds, Cost Basis Reporting, Estate Tax Planning, Portfolio Management, High Yield Bonds, Financial Statements, Financial Analysis, Bloomberg Software, Salesforce.com, Morningstar, Financial Planning, Qualitative &..., Tax Preparation, Series 63, Series 7, Asset Management, Wealth Management
Education
Eastern University
Bachelor of Science (B.S.), Political Science and Government
Hartford Funds May 2015 - Present
Grant Williams LP 2011 - Present
Clark Capital Management Group 2009 - 2014
LA Fitness March 2009 - July 2009
J.G. Wentworth June 2008 - March 2009
Skills
Relationship Management, Finance, Investment Advisory, Hedge Funds, Options Strategies, Customer Service, Equity Trading, Mutual Funds, Cost Basis Reporting, Estate Tax Planning, Portfolio Management, High Yield Bonds, Financial Statements, Financial Analysis, Bloomberg Software, Salesforce.com, Morningstar, Financial Planning, Qualitative &..., Tax Preparation, Series 63, Series 7, Asset Management, Wealth Management
Education
Eastern University
Bachelor of Science (B.S.), Political Science and Government
Shelly Sullivan Shelly Sullivan's Clark Capital Management Group Experience January 2011 - July 2013
Job Delighting Customers at Transit Systems Inc.
Industry Transportation/Trucking/Railroad
Experience
Transit Systems, Inc. September 2014 - Present
Business Development University August 2013 - September 2014
Clark Capital Management Group January 2011 - July 2013
The Sales Academy June 2010 - March 2011
Leisure Fitness Equipment LLC September 1996 - September 2009
Kellogg Company June 1983 - September 1996
Skills
Sales, Sales Operations, Account Management, Sales Management, Leadership, Customer Service, Management, Team Building, Marketing, Training, Business Development, Direct Sales, Customer Retention, Public Speaking, Lead Generation, Selling, Strategic Partnerships, Sales Process, Salesforce.com, Building Relationships, B2B, New Business Development, People Development, Forecasting, Competitive Analysis, Drive Results, Cold Calling, Recruiting, Business Planning, Strategic Consulting, Growth Strategies, Collaborative Problem..., Build Trust, Client Rapport, Budgets, Metrics, Inventory Management, Processes Development, Management Consulting, Business Management..., Sales Prospecting, Territory..., Leadership Development, Collaboration, Motivated self-starter, customized training, Leadership..., LinkedIn, Business Coaching, Marketing Strategy
Education
Saint Joseph's University 1976 — 1979
BS, Marketing
Immaculata University
Transit Systems, Inc. September 2014 - Present
Business Development University August 2013 - September 2014
Clark Capital Management Group January 2011 - July 2013
The Sales Academy June 2010 - March 2011
Leisure Fitness Equipment LLC September 1996 - September 2009
Kellogg Company June 1983 - September 1996
Skills
Sales, Sales Operations, Account Management, Sales Management, Leadership, Customer Service, Management, Team Building, Marketing, Training, Business Development, Direct Sales, Customer Retention, Public Speaking, Lead Generation, Selling, Strategic Partnerships, Sales Process, Salesforce.com, Building Relationships, B2B, New Business Development, People Development, Forecasting, Competitive Analysis, Drive Results, Cold Calling, Recruiting, Business Planning, Strategic Consulting, Growth Strategies, Collaborative Problem..., Build Trust, Client Rapport, Budgets, Metrics, Inventory Management, Processes Development, Management Consulting, Business Management..., Sales Prospecting, Territory..., Leadership Development, Collaboration, Motivated self-starter, customized training, Leadership..., LinkedIn, Business Coaching, Marketing Strategy
Education
Saint Joseph's University 1976 — 1979
BS, Marketing
Immaculata University
Andrew Frangos's Clark Capital Management Group Experience March 2014 - April 2014
Job Recent Graduate at Rutgers, The State University of New JerseyCamden
Industry
Experience
LPL Financial December 2013 - May 2014
Clark Capital Management Group March 2014 - April 2014
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Research, Microsoft Word, Customer Service, Windows, Social Media, Photoshop, Java, Matlab, English, HTML, Public Speaking, C++, Outlook, Quantitative Research, Morningstar, Salesforce.com
Education
Rutgers, The State University of New Jersey-Camden
Bachelor's Degree, Finance, General
LPL Financial December 2013 - May 2014
Clark Capital Management Group March 2014 - April 2014
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Research, Microsoft Word, Customer Service, Windows, Social Media, Photoshop, Java, Matlab, English, HTML, Public Speaking, C++, Outlook, Quantitative Research, Morningstar, Salesforce.com
Education
Rutgers, The State University of New Jersey-Camden
Bachelor's Degree, Finance, General
Liz Donaghy Liz Donaghy's Clark Capital Management Group Experience September 2001 - October 2005
Job Garden Goddess By The SeaGarden Design Consultant
Industry Consumer Services
Experience
Garden Goddess By The Sea February 2008 - Present
Atlantic Cape Community College October 2010 - May 2012
Prudential Fox and Roach Realtors January 2009 - January 2011
Family, Fortune and Future October 2005 - December 2008
Clark Capital Management Group September 2001 - October 2005
Anthony Robbins Companies August 1999 - March 2000
AT&T Interactive 1995 - 1999
Skills
Organic Gardening, Community Gardens, Garden Design, Public Speaking, Social Media, Networking, Marketing, Selling, Entrepreneurship, Garden, Management, Social Media Marketing, Time Management, Real Estate, Fundraising, Event Management, Sales, Strategic Planning, Team Building
Education
Bucknell University 1989 — 1993
BA
Springside School 1980 — 1989
Garden Goddess By The Sea February 2008 - Present
Atlantic Cape Community College October 2010 - May 2012
Prudential Fox and Roach Realtors January 2009 - January 2011
Family, Fortune and Future October 2005 - December 2008
Clark Capital Management Group September 2001 - October 2005
Anthony Robbins Companies August 1999 - March 2000
AT&T Interactive 1995 - 1999
Skills
Organic Gardening, Community Gardens, Garden Design, Public Speaking, Social Media, Networking, Marketing, Selling, Entrepreneurship, Garden, Management, Social Media Marketing, Time Management, Real Estate, Fundraising, Event Management, Sales, Strategic Planning, Team Building
Education
Bucknell University 1989 — 1993
BA
Springside School 1980 — 1989
Brad Maurer, CIMA Brad Maurer, CIMA's Clark Capital Management Group Experience March 2008 - December 2014
Job Regional Investment Consultant
Industry Investment Management
Experience
Clark Capital Management Group March 2008 - December 2014
Brinker Capital April 2004 - December 2007
Pershing, a BNY Mellon company (Lockwood Advisors, Inc prior to acquisition) March 2001 - April 2004
PNC Investments (Unofficial) June 1997 - February 2001
Baron Consulting Group, Inc 1996 - 1997
Skills
Investments, Wealth Management, Financial Advisory, Business Development, Asset Allocation, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Business Planning, Series 63, Series 65, Series 7, Sales Process, Salesforce.com, Sales Presentations, Retail Sales, Marketing Communications, Practice Management, Teamwork, Securities
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Clark Capital Management Group March 2008 - December 2014
Brinker Capital April 2004 - December 2007
Pershing, a BNY Mellon company (Lockwood Advisors, Inc prior to acquisition) March 2001 - April 2004
PNC Investments (Unofficial) June 1997 - February 2001
Baron Consulting Group, Inc 1996 - 1997
Skills
Investments, Wealth Management, Financial Advisory, Business Development, Asset Allocation, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Business Planning, Series 63, Series 65, Series 7, Sales Process, Salesforce.com, Sales Presentations, Retail Sales, Marketing Communications, Practice Management, Teamwork, Securities
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Kimberly Houck Kimberly Houck's Clark Capital Management Group Experience October 2014 - Present
Job Staff Accountant at Clark Capital Management Group
Industry Accounting
Experience
Clark Capital Management Group October 2014 - Present
CBS Radio June 2013 - October 2014
Gable Peritz Mishkin, LLP August 2012 - April 2013
Gable, Peritz & Mishkin February 2012 - April 2012
Jostens January 2010 - January 2011
Books n’ Hoops- Neumann University July 2009 - July 2009
Tucker Law Group February 2009 - June 2009
Schubert, Bellwoar, Cahill & Quinn February 2008 - July 2008
Skills
Data Entry, Tax Preparation, Tax Returns, Microsoft Office 2007, Auditing, Financial Reporting, Oracle, Invoicing, Checks, Microsoft Excel, Journal Entries, Cash Flow, Financial Statements, Financial Accounting, Income Tax, Tax Accounting, Corporate Tax, Budgets, Microsoft Office
Education
Gwynedd-Mercy College 2009 — 2013
Bachelors, Accounting, 3.89 GPA - Magna Cum Laude
John W. Hallahan High School 2005 — 2009
High School
Clark Capital Management Group October 2014 - Present
CBS Radio June 2013 - October 2014
Gable Peritz Mishkin, LLP August 2012 - April 2013
Gable, Peritz & Mishkin February 2012 - April 2012
Jostens January 2010 - January 2011
Books n’ Hoops- Neumann University July 2009 - July 2009
Tucker Law Group February 2009 - June 2009
Schubert, Bellwoar, Cahill & Quinn February 2008 - July 2008
Skills
Data Entry, Tax Preparation, Tax Returns, Microsoft Office 2007, Auditing, Financial Reporting, Oracle, Invoicing, Checks, Microsoft Excel, Journal Entries, Cash Flow, Financial Statements, Financial Accounting, Income Tax, Tax Accounting, Corporate Tax, Budgets, Microsoft Office
Education
Gwynedd-Mercy College 2009 — 2013
Bachelors, Accounting, 3.89 GPA - Magna Cum Laude
John W. Hallahan High School 2005 — 2009
High School
Joel Wojciechowski, PhD Joel Wojciechowski, PhD's Clark Capital Management Group Experience 1996 - 1997
Job Intellectual Asset Manager Science & Technology at Corning Incorporated
Industry Research
Experience
Corning Incorporated September 2013 - Present
University of Rochester Medical Center 2006 - Present
CellTraffix Inc. 2011 - September 2013
Balance Engineering LLC 2010 - September 2013
Hydroacoustics Inc. 2009 - September 2013
CellTraffix Inc. 2005 - 2011
Weill Cornell Medical College 2004 - 2005
University of Rochester 1998 - 2004
Clark Capital Management Group 1996 - 1997
M.S. Farrell & Co. 1994 - 1996
Skills
Biotechnology, Western Blotting, ELISA, Biomedical Engineering, Medical Devices, Lifesciences, Microscopy, Cell, Cell Culture, Nanotechnology, Flow Cytometry, animal models, Microfluidics, Immunology, Protein Purification, Animal Models, Clinical Research, Fluorescence Microscopy, R&D, Cancer, Fluorescence, Confocal Microscopy, Science, Commercialization, In Vivo, In Vitro, Laboratory, Cell Biology, Biochemistry, Patents, R&D strategy, Assay Development, Protein Chemistry, Molecular Biology, Genomics, SDS-PAGE, Biophysics, Bioinformatics, Life Sciences
Education
Cornell University Weill Medical College 2004 — 2005
Postdoctoral Fellowship
University of Rochester School of Medicine and Dentistry 1998 — 2004
PhD
Clemson University 1992 — 1994
MS
University of Rochester 1987 — 1992
BS
Pittsford Sutherland High School
Corning Incorporated September 2013 - Present
University of Rochester Medical Center 2006 - Present
CellTraffix Inc. 2011 - September 2013
Balance Engineering LLC 2010 - September 2013
Hydroacoustics Inc. 2009 - September 2013
CellTraffix Inc. 2005 - 2011
Weill Cornell Medical College 2004 - 2005
University of Rochester 1998 - 2004
Clark Capital Management Group 1996 - 1997
M.S. Farrell & Co. 1994 - 1996
Skills
Biotechnology, Western Blotting, ELISA, Biomedical Engineering, Medical Devices, Lifesciences, Microscopy, Cell, Cell Culture, Nanotechnology, Flow Cytometry, animal models, Microfluidics, Immunology, Protein Purification, Animal Models, Clinical Research, Fluorescence Microscopy, R&D, Cancer, Fluorescence, Confocal Microscopy, Science, Commercialization, In Vivo, In Vitro, Laboratory, Cell Biology, Biochemistry, Patents, R&D strategy, Assay Development, Protein Chemistry, Molecular Biology, Genomics, SDS-PAGE, Biophysics, Bioinformatics, Life Sciences
Education
Cornell University Weill Medical College 2004 — 2005
Postdoctoral Fellowship
University of Rochester School of Medicine and Dentistry 1998 — 2004
PhD
Clemson University 1992 — 1994
MS
University of Rochester 1987 — 1992
BS
Pittsford Sutherland High School
John Featherman John Featherman's Clark Capital Management Group Experience June 2012 - April 2014
Job Director of Strategic Initiatives, Elite Group
Industry Insurance
Experience
Elite Group January 2012 - Present
YMCA of Brandywine Valley April 2013 - Present
Clark Capital Management Group June 2012 - April 2014
1N Bank, a division of Graystone Tower Bank December 2010 - October 2011
First National Bank of Chester County November 2003 - December 2010
MacElree Harvey, Ltd. 1969 - November 2003
Skills
Mergers, Banking Law, Mergers & Acquisitions, Executive Management, Shareholder Protection, Risk Management, Contract Negotiation, Board Relations, Community Service, Banking, Philanthropy, Strategic Planning, Insurance, Finance, Leadership, New Business Development, Budgets, Strategic Financial..., Financial Analysis, Forecasting, Small Business, Strategy, Wealth Management, Investments, Due Diligence, Portfolio Management, Cash Management, Estate Planning, Financial Services, Loans, Commercial Lending, Retirement Planning, Investment Advisory, Small Business Lending, Commercial Banking, Restructuring, Business Planning, Credit, Asset Management, Private Equity, Managerial Finance, Financial Modeling, Corporate Governance, Divestitures, Turn Around Management, Acquisitions, Acquisition Integration
Education
New York University School of Law 1973 — 1978
LL.M., Taxation
Vanderbilt University Law School 1966 — 1969
JD, Law
Penn State University 1956 — 1960
BS, Business Administration
Elite Group January 2012 - Present
YMCA of Brandywine Valley April 2013 - Present
Clark Capital Management Group June 2012 - April 2014
1N Bank, a division of Graystone Tower Bank December 2010 - October 2011
First National Bank of Chester County November 2003 - December 2010
MacElree Harvey, Ltd. 1969 - November 2003
Skills
Mergers, Banking Law, Mergers & Acquisitions, Executive Management, Shareholder Protection, Risk Management, Contract Negotiation, Board Relations, Community Service, Banking, Philanthropy, Strategic Planning, Insurance, Finance, Leadership, New Business Development, Budgets, Strategic Financial..., Financial Analysis, Forecasting, Small Business, Strategy, Wealth Management, Investments, Due Diligence, Portfolio Management, Cash Management, Estate Planning, Financial Services, Loans, Commercial Lending, Retirement Planning, Investment Advisory, Small Business Lending, Commercial Banking, Restructuring, Business Planning, Credit, Asset Management, Private Equity, Managerial Finance, Financial Modeling, Corporate Governance, Divestitures, Turn Around Management, Acquisitions, Acquisition Integration
Education
New York University School of Law 1973 — 1978
LL.M., Taxation
Vanderbilt University Law School 1966 — 1969
JD, Law
Penn State University 1956 — 1960
BS, Business Administration
Brendan Clark, CFA Brendan Clark, CFA's Clark Capital Management Group Experience May 2012 - Present
Job President of Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group May 2012 - Present
Clark Capital Management Group December 2010 - May 2012
Clark Capital Management Group August 2001 - December 2010
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Economics
Clark Capital Management Group May 2012 - Present
Clark Capital Management Group December 2010 - May 2012
Clark Capital Management Group August 2001 - December 2010
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Economics
Melissa Mosher DiPierro, AIF® Melissa Mosher DiPierro, AIF®'s Clark Capital Management Group Experience December 2009 - November 2012
Job
Industry Financial Services
Experience
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
Colene Bittone Colene Bittone's Clark Capital Management Group Experience
Job Senior Vice President at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group
Education
Saint Joseph's University 1985 — 1989
BS, Marketing
Clark Capital Management Group
Education
Saint Joseph's University 1985 — 1989
BS, Marketing
Fritz Concannon's Clark Capital Management Group Experience March 2007 - June 2007
Job Database, ETL, Integration, Report Developer at LIQUENT, a PAREXEL® Company
Industry Information Technology and Services
Experience
LIQUENT, a PAREXEL® Company January 2013 - Present
Concannon Enterprises, Inc. April 1994 - Present
Liquent, Inc. July 2012 - December 2012
IMS Health January 2012 - June 2012
SDI November 2009 - December 2011
Thomson Reuters February 2009 - May 2009
SunGard Higher Education July 2007 - December 2008
Clark Capital Management Group March 2007 - June 2007
Skills
Oracle, PL/SQL, SQL, Microsoft SQL Server, XML, Java, Software Development, Project Management, Software Documentation, Vendor Management, SSIS, Crystal Reports, Data Migration, ETL, Data Cleaning, Databases
Education
Drexel University 1982 — 1987
LIQUENT, a PAREXEL® Company January 2013 - Present
Concannon Enterprises, Inc. April 1994 - Present
Liquent, Inc. July 2012 - December 2012
IMS Health January 2012 - June 2012
SDI November 2009 - December 2011
Thomson Reuters February 2009 - May 2009
SunGard Higher Education July 2007 - December 2008
Clark Capital Management Group March 2007 - June 2007
Skills
Oracle, PL/SQL, SQL, Microsoft SQL Server, XML, Java, Software Development, Project Management, Software Documentation, Vendor Management, SSIS, Crystal Reports, Data Migration, ETL, Data Cleaning, Databases
Education
Drexel University 1982 — 1987
Paul Abdenour's Clark Capital Management Group Experience July 2009 - February 2013
Job Vice President Business Development
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Patty Quinn McAuley, CFP®'s Clark Capital Management Group Experience January 2014 - Present
Job Director of Marketing at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group January 2014 - Present
Clark Capital Management Group January 2013 - Present
Clark Capital Management Group January 2008 - January 2013
D.i.D. December 2006 - January 2008
Bernie Robbins July 2005 - December 2006
AgencySacks May 2004 - April 2005
Skills
Series 7, 63 & 65 Licensed, Certified Financial..., Marketing, Investments, Asset Management, Mutual Funds, Wealth Management, Management, Advertising, Portfolio Management, Asset Allocation, Investment Advisory
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Business Administration (M.B.A.)
Temple University 2011 — 2012
Financial Planning and Services - Certified Financial Planner®
New York University 2001 — 2005
BS, Communications with a concentration in Marketing, 3.9
Clark Capital Management Group January 2014 - Present
Clark Capital Management Group January 2013 - Present
Clark Capital Management Group January 2008 - January 2013
D.i.D. December 2006 - January 2008
Bernie Robbins July 2005 - December 2006
AgencySacks May 2004 - April 2005
Skills
Series 7, 63 & 65 Licensed, Certified Financial..., Marketing, Investments, Asset Management, Mutual Funds, Wealth Management, Management, Advertising, Portfolio Management, Asset Allocation, Investment Advisory
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Business Administration (M.B.A.)
Temple University 2011 — 2012
Financial Planning and Services - Certified Financial Planner®
New York University 2001 — 2005
BS, Communications with a concentration in Marketing, 3.9
Maxwell Carroll's Clark Capital Management Group Experience Ticket Sales RepresentativePhiladelphia PhilliesJune 2015 - Present
Job Summer Associate at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group Ticket Sales RepresentativePhiladelphia PhilliesJune 2015 - Present
Terry Foundation Inc 2013 - 2015
Education
Roanoke College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Business Information Systems
Clark Capital Management Group Ticket Sales RepresentativePhiladelphia PhilliesJune 2015 - Present
Terry Foundation Inc 2013 - 2015
Education
Roanoke College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Business Information Systems
Brett Morse's Clark Capital Management Group Experience August 2014 - November 2014
Job Recruitment Consultant at Michael Page | (617) 8242654 | bmorse@michaelpage.us.com
Industry Financial Services
Experience
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Jordan Rapoport's Clark Capital Management Group Experience January 2015 - Present
Job Relationship Manager at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Clark Capital Management Group January 2015 - Present
JORDAN Caterers Design Event Planners October 2010 - February 2014
Lockwood Advisors, Inc. Pershing Managed Account Solutions October 2008 - October 2010
AXA Advisors September 2003 - October 2008
Abbey National Treasury Services February 2002 - August 2002
Banc of America Securities June 2001 - August 2001
Skills
Business to Business..., Business to Consumer..., Marketing, Investment Management, Strategic Financial..., Financial Markets, Food & Beverage, Catering, Financial Advisory, Alternative Investments, Retirement Planning, Estate Planning, Insurance, ETFs, Financial Planners, Separately Managed..., Series 7, Investments, Mutual Funds
Education
The University of Connecticut 1999 — 2003
Bachelor of Science (BS) Business administration, Finance
Wilfred Lopez's Clark Capital Management Group Experience January 2008 - June 2008
Job Retirement Advisory Channel Manager at ePlan Services, Inc.
Industry Financial Services
Experience
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
Larry Tuff Larry Tuff's Clark Capital Management Group Experience 1995 - 1997
Job Independent Equity Research
Industry Investment Management
Experience
Global Select Research 1992 - Present
Jefferies & Company 2010 - 2012
Maple Securities 2006 - 2010
Threebridges Management; Tuff Management 1997 - 2002
Clark Capital Management Group 1995 - 1997
Sturdivant & Company 1994 - 1995
Lotus Development 1988 - 1993
Federal Reserve Bank of Philadelphia 1986 - 1988
Skills
Analysis, Capital Markets, Portfolio Management, Research, Equities, Equity Research, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Trading, Trading Strategies, Options
Education
Drexel University
Master of Business Administration (MBA), Finance
Temple University
Bachelor of Business Administration (BBA), Computer Science and Quantitative Statistics
Global Select Research 1992 - Present
Jefferies & Company 2010 - 2012
Maple Securities 2006 - 2010
Threebridges Management; Tuff Management 1997 - 2002
Clark Capital Management Group 1995 - 1997
Sturdivant & Company 1994 - 1995
Lotus Development 1988 - 1993
Federal Reserve Bank of Philadelphia 1986 - 1988
Skills
Analysis, Capital Markets, Portfolio Management, Research, Equities, Equity Research, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Trading, Trading Strategies, Options
Education
Drexel University
Master of Business Administration (MBA), Finance
Temple University
Bachelor of Business Administration (BBA), Computer Science and Quantitative Statistics
Robin (Lieberman) Lane, CFA's Clark Capital Management Group Experience August 2010 - December 2013
Job Marketing Manager at Copeland Capital
Industry Investment Management
Experience
Copeland Capital January 2014 - Present
Clark Capital Management Group August 2010 - December 2013
Global Capital Management March 2007 - August 2010
Lockwood Advisors, Inc. September 1998 - March 2007
Smith Barney December 1993 - August 1998
Education
Temple University - Fox School of Business and Management 1996 — 2000
MBA
Washington University in St. Louis 1989 — 1993
BA
Lower Merion High School 1985 — 1989
Copeland Capital January 2014 - Present
Clark Capital Management Group August 2010 - December 2013
Global Capital Management March 2007 - August 2010
Lockwood Advisors, Inc. September 1998 - March 2007
Smith Barney December 1993 - August 1998
Education
Temple University - Fox School of Business and Management 1996 — 2000
MBA
Washington University in St. Louis 1989 — 1993
BA
Lower Merion High School 1985 — 1989
Barbara M. Gilbert CFRE Barbara M. Gilbert CFRE's Clark Capital Management Group Experience December 2007 - February 2009
Job Janney Montgomery Scott LLC, Financial Advisor
Industry Investment Management
Experience
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Cristina Doria Cristina Doria's Clark Capital Management Group Experience June 1996 - March 1997
Job Investment Compliance Supervisor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2012 - Present
Nuveen Investments 1999 - 2006
Tuff Management Co March 1997 - December 1998
Clark Capital Management Group June 1996 - March 1997
Mellon Trust/The Boston Company August 1995 - May 1996
Education
Tufts University 1994 — 1995
Bachelor of Arts, Economics & International Relations
T. Rowe Price February 2012 - Present
Nuveen Investments 1999 - 2006
Tuff Management Co March 1997 - December 1998
Clark Capital Management Group June 1996 - March 1997
Mellon Trust/The Boston Company August 1995 - May 1996
Education
Tufts University 1994 — 1995
Bachelor of Arts, Economics & International Relations
Marissa Gaspari Marissa Gaspari's Clark Capital Management Group Experience July 2013 - August 2013
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2015 - Present
Citi September 2013 - May 2014
University of Miami School of Business Administration August 2011 - December 2013
Clark Capital Management Group July 2013 - August 2013
Tax Plus, Inc. June 2007 - August 2012
eti Sales Support June 2011 - October 2011
Barnum Financial Group - An Office of MetLife May 2010 - July 2010
United Nations Equator Initiative June 2009 - July 2009
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and Accounting
SDA Bocconi 2013 — 2013
International Finance
Italian American Committee on Education (IACE) 2009 — 2009
Italian Studies
Barclays Wealth and Investment Management February 2015 - Present
Citi September 2013 - May 2014
University of Miami School of Business Administration August 2011 - December 2013
Clark Capital Management Group July 2013 - August 2013
Tax Plus, Inc. June 2007 - August 2012
eti Sales Support June 2011 - October 2011
Barnum Financial Group - An Office of MetLife May 2010 - July 2010
United Nations Equator Initiative June 2009 - July 2009
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and Accounting
SDA Bocconi 2013 — 2013
International Finance
Italian American Committee on Education (IACE) 2009 — 2009
Italian Studies
Jason Goldman's Clark Capital Management Group Experience July 2015 - Present
Job Controller at Clark Capital Management Group
Industry Accounting
Experience
Clark Capital Management Group July 2015 - Present
Clark Capital Management Group, Inc. May 2008 - June 2015
Wilmington Finance Inc. 2005 - 2008
Heffler, Radetich & Saitta LLP 1999 - 2005
Skills
Auditing, GAAP, CPA, Tax Preparation, Accounting, General Ledger, Tax Research, Tax Returns, Tax Accounting, Financial Accounting, Partnership Taxation, Account Reconciliation, Financial Statements, Corporate Tax, Financial Reporting
Education
Drexel University - LeBow College of Business 1997 — 2002
BBA, Accounting
Northeast High School
Clark Capital Management Group July 2015 - Present
Clark Capital Management Group, Inc. May 2008 - June 2015
Wilmington Finance Inc. 2005 - 2008
Heffler, Radetich & Saitta LLP 1999 - 2005
Skills
Auditing, GAAP, CPA, Tax Preparation, Accounting, General Ledger, Tax Research, Tax Returns, Tax Accounting, Financial Accounting, Partnership Taxation, Account Reconciliation, Financial Statements, Corporate Tax, Financial Reporting
Education
Drexel University - LeBow College of Business 1997 — 2002
BBA, Accounting
Northeast High School
Brendan May's Clark Capital Management Group Experience May 2008 - Present
Job Sales at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group May 2008 - Present
Nationwide Funds Group June 2006 - May 2008
Gartmore Global Investments January 2000 - June 2006
Gartmore January 2000 - June 2006
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1995
George Mason University 1991 — 1992
Holy Ghost Prep 1987 — 1991
Clark Capital Management Group May 2008 - Present
Nationwide Funds Group June 2006 - May 2008
Gartmore Global Investments January 2000 - June 2006
Gartmore January 2000 - June 2006
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1995
George Mason University 1991 — 1992
Holy Ghost Prep 1987 — 1991
Peter M. Sullivan's Clark Capital Management Group Experience 2007 - 2008
Job Regional Director/MultiFunds
Industry Financial Services
Experience
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Karen Hornberger's Clark Capital Management Group Experience 2010 - Present
Job Vice President, Operations Manager at Grant Williams LP
Industry Financial Services
Experience
Clark Capital Management Group 2010 - Present
Grant Williams LP September 2005 - Present
Education
University of Delaware 1981 — 1985
BS, Finance
Clark Capital Management Group 2010 - Present
Grant Williams LP September 2005 - Present
Education
University of Delaware 1981 — 1985
BS, Finance
Nick Girard's Clark Capital Management Group Experience September 2014 - Present
Job Relationship Manager at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group September 2014 - Present
NASDAQ OMX July 2013 - August 2014
BGC Partners July 2010 - July 2013
Merrill Lynch April 2008 - March 2010
Education
Allegheny College
Bachelor's degree, Economics
Clark Capital Management Group September 2014 - Present
NASDAQ OMX July 2013 - August 2014
BGC Partners July 2010 - July 2013
Merrill Lynch April 2008 - March 2010
Education
Allegheny College
Bachelor's degree, Economics
Brian Libby's Clark Capital Management Group Experience May 2010 - June 2015
Job Asset Strategist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2015 - Present
Clark Capital Management Group May 2010 - June 2015
Global Capital Management May 2006 - May 2010
Education
Eastern University 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
CFA Institute
Nationwide Financial June 2015 - Present
Clark Capital Management Group May 2010 - June 2015
Global Capital Management May 2006 - May 2010
Education
Eastern University 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
CFA Institute
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY