Colonial Funds
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11 Colonial Funds employees in database. Find out everything there's to know about Colonial Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Colonial Funds Employees
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
Online Trading Academy March 2015 - Present
NSJM, Inc. January 2010 - March 2015
North Shore Mortgage Group 2003 - December 2009
Black Diamond Funds December 2001 - December 2003
New York Life Insurance Company August 1997 - September 2001
JPMorgan Chase, Chase Vista Funds November 1995 - August 1997
Oppenheimer Capital/ Quest for Value May 1994 - November 1995
Colonial Funds July 1992 - May 1994
American Funds February 1987 - July 1992
Skills
Entrepreneurship, Mutual Funds, Marketing, New Business Development, Sales Management, Account Management, Public Speaking, Wholesale, Customer Service, Management, Finance, Training, Executive Management, Small Business, Excellent presentation..., Territory..., Customer Retention, Self Starter, Consultative Selling, Business Acumen, Customer-facing, Customer Relations, Sales&Marketing, Project Management, Business Process..., Life Insurance, Life & Health Insurance..., Variable Life, Variable Annuities, Sailing, Fishing, Outdoorsman, Boating, Separately Managed..., Managed Money, Salesforce.com, Start-ups, Investments, Sales, Sales Process, Relationship Management
Education
Villanova University 1980 — 1982
History
Stetson University 1977 — 1980
History
Great Valley High School 1975 — 1977
Episcopal Acadamy 1972 — 1975
NFI Advisors January 2012 - Present
SendOutCards December 2008 - Present
ING December 1999 - January 2009
Colonial Funds March 1990 - December 1999
Skills
Sales, Public Speaking, Networking, Coaching, Marketing, Marketing Strategy, Mutual Funds, Start-ups, Leadership, Entrepreneurship
Education
Michigan State University 1978 — 1981
Bachelor, Business
Everett High School 1972 — 1975
Columbia Management May 2010 - Present
Columbia Management May 2006 - May 2010
Columbia Management 2001 - 2006
DST Systems 2000 - 2000
Colonial Funds 1996 - 2000
Skills
Mutual Funds, Financial Services, Business Analysis, Securities, Process Improvement, Risk Management, Asset Management, Relationship Management, Project Management, Vendor Management, Investments, Program Management, Portfolio Management, Fixed Income, SDLC, Customer Service
Education
Brandeis University 1991 — 1995
BA, American Studies & Legal Studies
Distribution Revolution March 2015 - Present
Mirae Asset Global Investments (USA) LLC September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC September 2010 - August 2012
GE February 2008 - September 2010
Transamerica Capital Inc. 2001 - 2008
GE Financial 1997 - 2001
Keystone Investments 1996 - 1997
Oppenheimer Capital 1993 - 1995
Colonial Funds 1987 - 1993
Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...
Education
The Aji Network 1996 — 2004
BPC
University of Rhode Island 1982 — 1987
BA, Economics
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Wisdom Financial Management, LLC October 2008 - Present
Jim A. Yockey November 2002 - June 2012
Dallas-Fort Worth Lifestyles Magazine January 1995 - September 1999
Alliance Capital Management 1988 - 1995
Pilgrim Distributors Corp. July 1987 - July 1989
Colonial Management Inc. August 1984 - June 1987
Colonial Mutual Funds 1984 - 1987
Colonial Mutual Funds 1984 - 1987
Colonial Funds 1984 - 1987
Skills
Leadership Development, Research, Asset Management, Management and..., Strategic Planning, Published Author, Financial Advisory, Management, Asset Managment, Team Building, Strategic Financial..., Marketing, Training, Retirement, Management Consulting, Recruiting, Investments, 401k, Mutual Funds, Business Strategy, Public Speaking, Coaching, Finance, Retirement Planning, Sales, Financial Services, Insurance, Securities, Strategy, Risk Management, Business Planning, Mergers & Acquisitions, Investment Management, Portfolio Management, Small Business
Education
Capella University 2006 — 2015
Doctor of Philosophy, Organizational Psychology, 3.6
University of Louisville 2003 — 2006
Master of Arts (MA), Psychological and Brain Sciences
University of Phoenix 1993 — 1994
BA, Management
The University of Texas at El Paso 1965 — 1969
Economics
Stradley Ronon Stevens & Young, LLP October 2003 - Present
Morgan, Lewis & Bockius LLP January 2003 - October 2003
Morgan, Lewis & Bockius LLP September 1993 - December 2002
U.S. Securities and Exchange Commission September 1989 - September 1993
Colonial Funds June 1987 - May 1989
Skills
Private Equity, Securities Regulation, Corporate Law, Litigation, Corporate Governance, Securities, Securities Litigation, Hedge Funds, Mutual Funds, SEC, Alternative Investments, Investment Management, Asset Management, Financial Regulation, Investment Advisory, Legal Compliance, Broker-Dealer, FINRA, Capital Markets, Licensing, Due Diligence, Joint Ventures, Mergers & Acquisitions, ETFs, Structured Finance, Investment Company Act, Venture Capital, Investment Advisers Act, Private Placements, Arbitration, Commercial Litigation, Legal Writing, Investments, Restructuring, Privacy Law, Equities, Legal Advice, SEC filings, Banking Law, Intellectual Property, FCPA, Trademarks, Legal Research, Series 7, Litigation Management, Class Actions, Closed-end Funds, Employment Law, Financial Services, Public Speaking
Education
Boston College Law School 1986 — 1989
Doctor of Law (JD)
Boston College
Columbia Management 2004 - Present
Columbia Management Distributors, Inc. 2004 - Present
Putnam Investments 1994 - 2004
Colonial Funds 1986 - 1994
Skills
Wholesale, Separately Managed..., Series 63, Equities, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Retirement Planning, Securities
Education
Dickinson College 1982 — 1986
Endeavour Investment Partners, LLC January 2013 - Present
Eastern Bank 2007 - 2011
Fidelity Investments 2000 - 2007
Fidelity Investments Portfolio Advisory Services 1998 - 2000
Fidelity Investments National Financial 1996 - 1998
John Hancock Funds 1995 - 1996
Colonial Funds 1990 - 1992
Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management
Education
Boston University 2009 — 2010
Certificate in Financial Planning
Eastern Kentucky University 1983 — 1987
BBA, Finance