Columbia Funds

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Columbia Funds Employees

Employee
Years
Job
Industry
Stephen DiMaio Stephen DiMaio Pembroke, Massachusetts Details
Stephen DiMaio's Columbia Funds Experience December 1999 - May 2004
Job Senior Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Alison Taunton-Rigby Alison Taunton-Rigby Greater Boston Area Details
Alison Taunton-Rigby's Columbia Funds Experience 2002 - Present
Job Director & Trustee, Healthcare, Life Sciences and Financial Services
Industry Hospital & Health Care
Experience
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.

William Horte William Horte Norwell, Massachusetts Details
William Horte's Columbia Funds Experience 1999 - 2004
Job Office Manager
Industry Building Materials
Experience
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

Timothy Gannon Timothy Gannon Greater Boston Area Details
Timothy Gannon's Columbia Funds Experience January 2000 - October 2010
Job Vice President, Client Advisor DCIS at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Brian Mulberry Brian Mulberry Golden, Colorado Details
Brian Mulberry's Columbia Funds Experience September 2001 - December 2005
Job Regional Vice President at Trademark Capital Management, Inc.
Industry Financial Services
Experience
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

Ralph Wanger Ralph Wanger Greater Chicago Area Details
Ralph Wanger's Columbia Funds Experience 2000 - 2003
Job at RW Investments
Industry Financial Services
Experience
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

Beth Bakke, CCAM Beth Bakke, CCAM Greater San Diego Area Details
Beth Bakke, CCAM's Columbia Funds Experience 1996 - 1999
Job at Coronado Shores Condominium Association #3
Industry Human Resources
Experience
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

Vonda Lundstrom Vonda Lundstrom Greater Denver Area Details
Vonda Lundstrom's Columbia Funds Experience 2002 - 2007
Job Certified Nurses Assistant
Industry Hospital & Health Care
Experience
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

Craig Upston Craig Upston Greater Denver Area Details
Craig Upston's Columbia Funds Experience 1997 - 2003
Job
Industry Hospital & Health Care
Experience
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

Anthony Grace Anthony Grace Greater Boston Area Details
Anthony Grace's Columbia Funds Experience 1999 - 2005
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
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

Josh Rubinger Josh Rubinger Greater New York City Area Details
Josh Rubinger's Columbia Funds Experience October 2001 - July 2003
Job Vice President, National Accounts at The Lightstone Group
Industry Financial Services
Experience
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

Jennifer Hilton Jennifer Hilton Greater Boston Area Details
Jennifer Hilton's Columbia Funds Experience 2002 - 2003
Job Client Service Officer at Boston Financial Data Services
Industry Financial Services
Experience
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

Anthony M Santomero Anthony M Santomero Greater Philadelphia Area Details
Anthony M Santomero's Columbia Funds Experience 2008 - Present
Job Financial Economist
Industry Financial Services
Experience
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

Stephen T. Welsh Stephen T. Welsh Greater Boston Area Details
Stephen T. Welsh's Columbia Funds Experience 1996 - Present
Job President and Director, Columbia Management Services, Inc.
Industry Financial Services
Experience
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

Doug Hacker Doug Hacker Naples, Florida Details
Doug Hacker's Columbia Funds Experience June 1996 - Present
Job Board Member
Industry Airlines/Aviation
Experience
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

Patricia Flynn Patricia Flynn Greater Boston Area Details
Patricia Flynn's Columbia Funds Experience 2010 - Present
Job Trustee Professor of Economics & Management at Bentley University
Industry Education Management
Experience
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

Carl Gebhardt Carl Gebhardt Greater Minneapolis-St. Paul Area Details
Carl Gebhardt's Columbia Funds Experience September 2001 - February 2005
Job Vice President Business Banker at Village Bank
Industry Banking
Experience
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

Michelle Pizzo Michelle Pizzo Greater Philadelphia Area Details
Michelle Pizzo's Columbia Funds Experience December 1992 - March 2004
Job Licensed Massage Therapist at Cassara Chiropractic Center
Industry Financial Services
Experience
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

Philip Northington Philip Northington Charlotte, North Carolina Area Details
Philip Northington's Columbia Funds Experience 2004 - 2006
Job Regional Vice President TransAmerica
Industry Financial Services
Experience
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

Jim Bordewick Jim Bordewick Greater Boston Area Details
Jim Bordewick's Columbia Funds Experience April 2005 - April 2010
Job Global Compliance Executive for BofA Global Capital Management and US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
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

Karen Sullivan Karen Sullivan Greater Boston Area Details
Karen Sullivan's Columbia Funds Experience April 2002 - June 2004
Job Contractor, Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Kevin McAuliffe Kevin McAuliffe Greater New York City Area Details
Kevin McAuliffe's Columbia Funds Experience 2002 - 2004
Job Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Insurance  August 2008 - Present
Prudential Insurance  March 2005 - August 2008
Columbia Funds   2002 - 2004

Education
Dickinson College   1996 — 2000
B.A., History