Columbia Funds
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Columbia Funds Employees
Deutsche Asset & Wealth Management January 2013 - Present
DWS Investments January 2009 - December 2012
DWS Investments May 2004 - December 2008
Columbia Funds December 1999 - May 2004
Skills
Alternative Investments, Asset Allocation, ETFs, Investments, Mutual Funds, Securities, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management, Equities, Asset Management, Fixed Income, Investment Management, Financial Services
Education
Northeastern University 2013 — 2016
Bachelor of Science (BS), Organizational Leadership
Rhode Island College 1989 — 1991
Business Administration and Management, General
Massachusetts College of Liberal Arts 1987 — 1989
History
ICI Mutual Insurance Company 2011 - Present
Healthways, Inc. 2005 - Present
Columbia Funds 2002 - Present
Boston Children's Hospital 2002 - Present
Abt Associates 2001 - Present
RiboNovix, Inc. 2003 - 2010
CMT Inc. 2001 - 2003
Aquila Biopharmaceuticals, Inc. 1996 - 2001
Cambridge Biotech Corporation 1995 - 1996
Mitotix Inc. 1993 - 1994
Skills
Biotechnology, Healthcare, Lifesciences, Strategic Planning, Financial Services, Biopharmaceuticals, Non-profits, Entrepreneurship, Leadership, Executive Management, Business Development, Business Strategy, Strategy, Start-ups, Pharmaceutical Industry, Management Consulting, Program Management, Venture Capital, Cross-functional Team..., Research, Strategic Partnerships, Commercialization, Due Diligence, Competitive Analysis, Corporate Development, Life Sciences
Education
Harvard Business School 1984 — 1985
AMP Advance Management Program, Business
University of Bristol 1962 — 1969
B.Sc., Ph.D.
Transitions KBR 2011 - 2012
Banc of America Investments 2006 - 2009
Bank of America 2004 - 2005
Columbia Funds 1999 - 2004
Keyport Life Insurance Company 1997 - 1999
Jim Carney Automotive Group 1994 - 1996
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services
Education
Hingham High School
University of Massachusetts, Amherst
Bachelor of Science, Hotel, Restaurant, Travel Administration
J.P. Morgan Asset Management July 2012 - Present
Pioneer Investments October 2010 - July 2012
Columbia Funds January 2000 - October 2010
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Retirement Planning, Retirement, Wealth Management, Financial Services, Asset Management
Education
Merrimack College 1991 — 1995
Bachelors, Psychology
Trademark Capital Management, Inc. October 2014 - Present
ALPS, A DST Company June 2013 - August 2014
Red Rocks Capital, LLC March 2012 - April 2013
Jackson National Life March 2008 - March 2012
Old Mutual Capital February 2006 - March 2008
Columbia Funds September 2001 - December 2005
Janus Funds October 1998 - January 2001
Skills
Investments, Retirement Planning, Mutual Funds, Strategy, Management, Retirement, Finance, Business Development, Sales, Fixed Annuities, Financial Services, 401k, Life Insurance, Wealth Management, Series 6, Marketing
Education
Colorado School of Mines 1993 — 1997
Colorado School of Mines 1993 — 1996
Geophysics
Wanger Investment Management 2010 - Present
RW Investments 2008 - Present
MSI Chicago 2005 - 2011
MSI 2002 - 2011
Columbia Funds 2000 - 2003
Skills
Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Equities, Mutual Funds, Asset Allocation, Venture Capital, Asset Management, Private Equity, Portfolio Management, Investment Management, Emerging Markets, Investment Advisory
Education
MIT 1951 — 1957
Master of Science (MS), INdustrial Management
Coronado Shores Condominium Association #3 December 2009 - Present
Self Employed January 2009 - June 2010
Baker & McKenzie 2003 - 2008
Wild Oats 1999 - 2003
Natures NW/Wild Oats Markets 1999 - 2002
Columbia Funds 1996 - 1999
Skills
Onboarding, Recruiting, Human Resources, Benefits Administration, Employee Relations, Training, College Recruiting, Event Planning, Strategic Planning, Social Media, Policy, Management, Public Speaking, Interviews, Customer Service, Applicant Tracking...
Education
San Diego State University-California State University 1976 — 1980
Graphic Communications
Colorado Care Assists Inc. September 2014 - Present
CollegeAmerica January 2011 - March 2012
TIAA_CREF August 2007 - February 2010
Columbia Funds 2002 - 2007
Skills
Microsoft Word, Strategic Planning, Public Speaking, Cpr Certified, Outlook, Microsoft Office, PowerPoint, Healthcare, Medical Terminology, Customer Service, Certified Nurses..., Leadership, Phlebotomy
Education
CollegeAmerica 2010 — 2015
Associate's degree, Registered Nursing/Registered Nurse
Gwinn High School
Catholic Health Initiatives 2015 - Present
Kaiser Permanente 2010 - 2014
State of Colorado, Department of Labor and Employment 2009 - 2010
OppenheimerFunds 2004 - 2009
Columbia Funds 1997 - 2003
Stein Roe and Farnham, Inc. (part of Columbia Funds) 1996 - 2000
Skills
Business Analysis, Process Improvement, Call Centers, Call Center, Testing, Project Management, Workforce Management, Budgets, Management, Customer Service, Software Documentation, Leadership, Quality Assurance, Microsoft Excel, Team Leadership, Healthcare, Financial Services, Change Management, Program Management, Integration, Strategy, Analysis, Visio, Business Process..., SQL, Training, CRM, Access, Team Building, Cognos, Crystal Reports, Consulting, Vendor Management, Business Process, Requirements Analysis, Disaster Recovery, Business Intelligence, SharePoint, SDLC, Project Portfolio..., Analytics, Cross-functional Team..., IT Management, Risk Management, PMO, Finance, HIPAA, MS Project, Requirements Gathering, PMP
Education
University of Michigan
Bachelors
The University of Chicago
Non-Degree Program
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Lightstone Group July 2012 - Present
Thompson National Properties, LLC April 2009 - June 2012
OppenheimerFunds August 2003 - January 2009
Columbia Funds October 2001 - July 2003
Skills
FINRA, Asset Management, Series 7, Series 63, Alternative Investments, Real Estate, Key Account Development, Key Account Management, Asset Managment, Financial Analysis, Securities, Investments, Due Diligence, Finance, Mutual Funds
Education
Hamilton College 1997 — 2001
BA, Economics
Newton North High School 1993 — 1997
High School
Boston Financial Data Services August 2003 - Present
Columbia Funds 2002 - 2003
Skills
Transfer Agency, Mutual Funds, Vendor Management, Customer Relations, Call Center, Staff Development, Program Management, Disaster Recovery
Education
Regis College 1992 — 1996
Bachelor of Arts (BA), Political Science
Citigroup and Citibank, NA 2009 - Present
Renaissance Re Ltd. 2008 - Present
Penn Mutual 2008 - Present
Columbia Funds 2008 - Present
McKinsey & Company 2006 - Present
the Wharton School, University of Pennsylvania 1972 - Present
Federal Reserve Bank of Philadelphia July 2000 - April 2006
The Wharton School 1972 - 2002
Education
Fordham College 1964 — 1968
Bachelor's degree, Economics
Brown University 1968 — 1971
Ph.D., Economics
Stockholm School of Economics, Sweden
E. Dhe. (Hon.), Economics
University of Rome (Tor Vergata)
L.H.C. ( Laurea Honoris Causa), Economics
Columbia Management Services July 2004 - Present
Bank of America 2004 - Present
Columbia Funds 1996 - Present
Liberty Funds Services, Inc. April 1994 - June 2004
Education
Stonehill College 1975 — 1979
Travelport September 2014 - Present
Aircastle August 2006 - Present
SpartanNash May 2005 - Present
Columbia Funds June 1996 - Present
Seacube Container Leasing November 2010 - April 2013
United Airlines March 1993 - May 2006
American Airlines June 1981 - February 1993
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Negotiation, Start-ups, Direct Marketing, Business Strategy, Strategy, Analytics, Contract Negotiation, Cross-functional Team..., Mergers, Program Management, Due Diligence, Restructuring, Mergers & Acquisitions, Leadership, Forecasting, Executive Management, P&L Management
Education
Harvard Business School 1979 — 1981
MBA
Princeton University 1973 — 1977
AB
Bentley University 2002 - Present
Columbia Funds 2010 - Present
American Express Funds/RiverSource Funds 2004 - 2010
BostonFed Bancorp, Boston Federal Savings Bank, Broadway National bank 2000 - 2005
Bentley University 1992 - 2002
U.S. Trust 1998 - 2000
The Federal Savings bank 1994 - 1998
Skills
Research, Higher Education, Strategic Planning, Corporate Governance, Management, Business Strategy, Teaching, Public Speaking, Leadership, Leadership Development
Education
Boston University
PhD, Economics
Boston University
Master of Arts (M.A.), Economics
Emmanuel College
Bachelor of Arts (B.A.), Economics
Euro Med Management, Marseille, France
Global Business EthicsSymposium and Faculty Development Program
National Association of Corporate Directors
Certificate of Director Education
Harvard University
MLE Professional Development Program, Leading Transformation and Change
Village Bank June 2013 - Present
Wells Fargo January 2013 - June 2013
Bankers' Bank of the West February 2005 - July 2012
Columbia Funds September 2001 - February 2005
Skills
Financial Analysis, Credit Analysis, Outgoing, Analytical Skills, Loans, Banking, Underwriting, Investments, Commercial Banking, Credit, Real Estate, Commercial Lending, Risk Management, Lines Of Credit
Education
Graduate School of Banking Colorado 2012 — 2012
Certificate of Completion, Banking, Average score on assignments exceed 90%
Montana State University-Bozeman 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Wayzata Senior High School 1995 — 1997
Virtua Health September 2013 - Present
Cassara Chiropractic Center September 2012 - Present
National Massage Therapy Institute August 2011 - September 2012
Rizzieri School for the Healing Arts October 2010 - August 2011
Columbia Funds December 1992 - March 2004
Skills
Customer Service, Mutual Funds, Project Management, Change Management, Public Speaking, Process Improvement, Microsoft Excel, Financial Services, Management, Program Management, Therapeutic Massage, Chair Massage, Coaching, Healthcare, Research, Leadership, Swedish, Team Leadership, Wellness
Education
Colorado School of Healing Arts 2002 — 2004
Massage Therapy, Swedish Massage, Neuromuscular Therapy and Reflexology, completed over 1000 hours
TransAmerica August 2009 - December 2010
DWS Investments March 2006 - December 2009
Columbia Funds 2004 - 2006
MFS Investment Management November 1999 - September 2004
Education
Auburn University 1988 — 1991
Finance, Finance and Accounting
Bank of America - BofA Global Capital Management and US Trust, Bank of America Private Wealth Mgmt. May 2010 - Present
BofA Funds May 2010 - Present
Columbia Management April 2006 - April 2010
Bank of America April 2005 - April 2010
Columbia Funds April 2005 - April 2010
Columbia Management - a Subsidiary of Bank of America 2005 - 2010
MFS Investment Management 1990 - 2005
Ropes & Gray 1987 - 1990
Gaston Snow & Ely Bartlett 1984 - 1987
Skills
Securities Regulation, Securities, AML, Corporate Governance, Hedge Funds, Alternative Investments, Fund Governance, Asset Management M&A..., Mutual Funds
Education
Cornell Law School 1981 — 1984
JD, Law
Wesleyan University 1977 — 1984
BA, HIstory
Fidelity Investments October 2012 - Present
Wellington Management September 2011 - August 2012
Bank of America May 2010 - December 2010
Fidelity Investments, National Financial January 2006 - July 2009
Fidelity Investments, National Financial May 2005 - January 2006
Columbia Funds April 2002 - June 2004
Columbia Funds February 2000 - April 2002
Fidelity Investments Institutional Brokerage Group May 1998 - January 2000
Fidelity Investments Advisor Group March 1996 - May 1998
Fidelity Retail Investment Services September 1993 - March 1996
Skills
Portfolio Management, Fixed Income, Management, 401k, Finance, Investment Banking
Education
Providence College 1986 — 1990
BA, Social Sciences, Psychology
Providence College 1986 — 1990
Bachelor of Arts, Social Sciences
Prudential Insurance August 2008 - Present
Prudential Insurance March 2005 - August 2008
Columbia Funds 2002 - 2004
Education
Dickinson College 1996 — 2000
B.A., History