Colonial Funds

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Colonial Funds Employees

Employee
Years
Job
Industry
Paul Villanova Paul Villanova Pensacola, Florida Area Details
Paul Villanova's Colonial Funds Experience 1992 - 1998
Job Senior Regional V.P. at AXA Distributors
Industry Financial Services
Experience
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

Thomas McInerney Thomas McInerney Greater Denver Area Details
Thomas McInerney's Colonial Funds Experience July 1992 - May 1994
Job Education Counsler at Online Trading Academy
Industry Financial Services
Experience
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

Cindy Davey Cindy Davey Greater Detroit Area Details
Cindy Davey's Colonial Funds Experience March 1990 - December 1999
Job Entrepreneur
Industry Marketing and Advertising
Experience
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

Alyssia Bailey Alyssia Bailey Houston, Texas Area Details
Alyssia Bailey's Colonial Funds Experience 1996 - 2000
Job Lead Business Analyst at Columbia Management
Industry Financial Services
Experience
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

Robert Mulligan Robert Mulligan Greater New York City Area Details
Robert Mulligan's Colonial Funds Experience 1987 - 1993
Job President at Distribution Revolution
Industry Financial Services
Experience
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

Timothy Schoeffler Timothy Schoeffler Washington D.C. Metro Area Details
Timothy Schoeffler's Colonial Funds Experience 1986 - 1988
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

Jim Yockey Jim Yockey Louisville, Kentucky Area Details
Jim Yockey's Colonial Funds Experience 1984 - 1987
Job Managing Director
Industry Financial Services
Experience
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

Larry Stadulis Larry Stadulis Washington, District Of Columbia Details
Larry Stadulis's Colonial Funds Experience June 1987 - May 1989
Job Partner at Stradley Ronon Stevens & Young, LLP
Industry Law Practice
Experience
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

Scott Avery Scott Avery Raleigh-Durham, North Carolina Area Details
Scott Avery's Colonial Funds Experience 1986 - 1994
Job Divisional Vice PresidentColumbia Management
Industry Financial Services
Experience
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

George Zydel, Jr. George Zydel, Jr. Greater Boston Area Details
George Zydel, Jr.'s Colonial Funds Experience 1990 - 1992
Job Vice President at Endeavour Investment Partners, LLC
Industry Investment Management
Experience
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