Columbia Management

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Columbia Management Employees

Employee
Years
Job
Industry
Mary Tedesco Mary Tedesco Gloucester, Massachusetts Details
Mary Tedesco's Columbia Management Experience December 2008 - April 2010
Job Founder at ORIGINS ITALY
Industry Research
Experience
Genealogy Roadshow (PBS TV Series)   July 2014 - Present
ORIGINS ITALY   2013 - Present
Self Employed  April 2010 - 2013
Columbia Management   December 2008 - April 2010
Lehman Brothers  March 2007 - December 2008
State Street  April 2006 - March 2007

Skills
History, Research, Italian, Genealogy, Blogging, Social Media, Public Speaking, Entrepreneurship, Family History, Italian languages, Business Strategy, Start-ups, Social Media Marketing, Lecturing, Management, International, Dual Citizenship, Social Networking, Archival Research, Writing, Business, Archives, Blogger, Historical Research, Organizational..., Heritage Tourism, Cultural Heritage, Ethnic Studies, European History, Researchers, Pinterest, Instagram, Communication, Presentations, Travel, Twitter, Television

Education
Boston University
Certificate in Genealogical Research

Boston Unversity
Bachelor's degree, Mathematics

Driscoll DoCanto, CFA, CFP Driscoll DoCanto, CFA, CFP Greater Boston Area Details
Driscoll DoCanto, CFA, CFP's Columbia Management Experience June 2003 - October 2009
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  February 2014 - Present
Merrill Lynch  January 2010 - Present
Savin Bar & Kitchen   2010 - Present
Columbia Management   June 2003 - October 2009
JP Morgan Asset Management  June 2000 - February 2003
Utendahl Capital Management  January 1998 - June 2000
Banque de France  March 1996 - January 1998
The Chase Manhattan Bank  September 1994 - March 1996

Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7

Education
Babson College   1990 — 1994
Accounting

Joan Confoy Joan Confoy Reston, Virginia Details
Joan Confoy's Columbia Management Experience October 1985 - December 2002
Job Associate Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2006 - Present
Financial Industry Regulatory Authority  January 1997 - Present
Columbia Management   October 1985 - December 2002

Skills
Financial Advisory, Portfolio Management, Finance, Securities, Financial Modeling, Management, Public Speaking, Business Development, Strategic Planning, Business Planning, Program Management, Wealth Management, Microsoft Office, Retirement Planning, Research, Budgets, Investment Advisory, Instructional Design, Investment Strategies, Asset Allocation

Education
Bentley University   1981 — 1985
Bachelor's Degree, Business Administration and Management, General

Brendan Erhard Brendan Erhard Greater Boston Area Details
Brendan Erhard's Columbia Management Experience March 2011 - Present
Job Portfolio Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   March 2011 - Present
East Coast Asset Management  2011 - 2011
Western Standard Partners   2010 - 2010

Education
Boston College   2006 — 2010
B.A., International Studies with a concentration in Economics

Institut d'Etudes politiques de Paris   2009 — 2009
study abroad program

Barnstable High School

Beth Ann Brown Beth Ann Brown Greater Boston Area Details
Beth Ann Brown's Columbia Management Experience 2008 - 2012
Job Asset Management Executive
Industry Financial Services
Experience
Caron Engineering Inc   December 2014 - Present
Independent Consultant  September 2012 - Present
Columbia Management   2008 - 2012
Columbia Managment   2005 - 2008
Columbia Management   2004 - 2005
Columbia Management (Liberty Financial)   1999 - 2004
Columbia Management (Liberty Financial)   1996 - 1999
Colonial Investment Services   1993 - 1996
Liberty Financial  September 1992 - August 1993
WMSX, WCEG Radio   June 1990 - August 1992

Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Investments, Series 24, Alternative Investments, Asset Allocation, Series 6, Asset Managment, Wealth Management, Investment Strategies, FINRA, Securities, Asset Management, Fixed Income, 401k, Series 65, Uniform Combined State..., Retirement, Investment Management, Retirement Planning

Education
Boston College   1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Odeh L.S. Odeh L.S. Atlanta, Georgia Details
Odeh L.S.'s Columbia Management Experience 1997 - 1999
Job Counsel at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd.  2014 - Present
Charles Schwab  2012 - 2014
State Street  2005 - 2012
Fidelity Investments  2000 - 2005
Chase  1999 - 2000
Columbia Management   1997 - 1999

Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...

Education
Harvard University

Boston University

Nigerian Law School

University of Ife

Nancy Mandel Nancy Mandel Boston, Massachusetts Details
Nancy Mandel's Columbia Management Experience October 1998 - January 2003
Job Electronic Trading at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments  2009 - March 2011
Boston Advisors  November 2004 - May 2008
Columbia Management   October 1998 - January 2003
Bank of Boston  June 1996 - October 1998
Brown Brothers Harriman  June 1995 - June 1996

Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options

Education
Harvard University   1997 — 2002
CSS-graduate, Managemant

Boston College   1990 — 1994
BA, Finance/Accounting

Ames High School

Stephanie J. Owen Stephanie J. Owen San Francisco Bay Area Details
Stephanie J. Owen's Columbia Management Experience May 2002 - November 2011
Job Managing Partner at Owen Capital
Industry Financial Services
Experience
Owen Capital Management   June 2013 - Present
Preservation Trust Advisors. LLC   November 2011 - June 2013
Columbia Management   May 2002 - November 2011
Fidelity Investments  November 1999 - May 2002
Securities America, Inc. Member FINRA/SIPC   November 1997 - July 1999
Fiserv ISS  June 1991 - November 1997

Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, Relationship Management, Marketing Strategy, Sales, Trading, Broker-Dealer, Asset Allocation, Asset Management, RIA, Entrepreneurship, Uniform Combined State..., ETFs, Series 7, Series 66, Market Research, Product Marketing, Morningstar Direct, Start-ups, Investments, Portfolio Management, Private Equity, Venture Capital

Education
Arizona State University
Bachelor of Science, Finance

Joshua Kirschner Joshua Kirschner New York, New York Details
Joshua Kirschner's Columbia Management Experience June 2006 - August 2008
Job Client Partner Demand Sales at LiveRail
Industry Financial Services
Experience
Facebook  November 2014 - Present
AppNexus  December 2012 - November 2014
Gravitas  April 2012 - December 2012
ION Trading  January 2010 - April 2012
AC Lion  June 2009 - August 2009
Columbia Management   June 2006 - August 2008

Skills
Business Analysis, New Business Development, Business Development, Cloud Computing, SaaS, Sales, Product Management, Recruiting, Salesforce.com, Project Management, Account Management, Vendor Management, CRM, Start-ups

Education
Binghamton University   2005 — 2009
Bachelor of Science, Finance and Management Information Systems

Ryan McMurdie Ryan McMurdie Boston, Massachusetts Details
Ryan McMurdie's Columbia Management Experience July 2011 - Present
Job Marketing Analyst Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   May 2014 - Present
Columbia Management   July 2011 - Present
ING  September 2010 - July 2011

Skills
Investments, Marketing, Financial Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2014 — 2017
Master of Business Administration (M.B.A.), Finance, General

Brigham Young University
B.A., English

Amy Scuderi Amy Scuderi Scottsdale, Arizona Details
Amy Scuderi's Columbia Management Experience July 2007 - July 2009
Job Senior Marketing Manager at imortgage, a division of loanDepot LLC
Industry Marketing and Advertising
Experience
imortgage  March 2015 - Present
Nomads Agency   January 2014 - December 2014
Thunderbird School of Global Management  August 2011 - August 2013
Bank of America  May 2010 - July 2011
Bank of America  July 2009 - April 2010
Columbia Management   July 2007 - July 2009
Columbia Management   September 2006 - July 2007

Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Competitive Analysis, Cross-functional Team..., Integrated Marketing, Market Research, Marketing, Advertising, Analytics, Marketing Research, Strategy, Brand Management, Segmentation, Management, Business Strategy, Product Management, Strategic Planning, Customer Insight, International Business

Education
Thunderbird School of Global Management   2011 — 2013
MBA, Global Marketing

Boston University   2002 — 2006
Bachelor of Science (BS), Communication

Lauren Digange Lauren Digange Greater Boston Area Details
Lauren Digange's Columbia Management Experience February 2005 - October 2006
Job Marketing Manager at Flagship Ventures
Industry Venture Capital & Private Equity
Experience
Flagship Ventures  August 2012 - Present
Deloitte  October 2006 - July 2012
Columbia Management   February 2005 - October 2006
Cambridge Associates  September 2002 - February 2005

Skills
Marketing Strategy, Marketing Communications, Thought Leadership, Content Marketing, Media Relations, Public Relations, Corporate Communications, Strategic Communications, Start-ups, B2B Marketing, Strategy, Venture Capital, Analysis, Digital Marketing, Leadership, Management Consulting, Salesforce.com, Strategic Planning, Social Media, Relationship Management, Internal & External..., Consulting, Business Development, Management, Corporate Development, Process Improvement, Marketing, Due Diligence

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA

American University
B.S., Business

Rachael Polansky Rachael Polansky Greater Boston Area Details
Rachael Polansky's Columbia Management Experience July 2013 - Present
Job Tax Manager at Columbia Management
Industry Accounting
Experience
Columbia Management   July 2013 - Present
Deloitte  June 2012 - July 2013
Deloitte  October 2008 - September 2011
JPMorgan Chase  May 2007 - October 2008

Education
Bentley College   2003 — 2007
BS, Finance

Cary Denson Cary Denson Greater Boston Area Details
Cary Denson's Columbia Management Experience July 2008 - April 2012
Job Associate Director, G&A Finance
Industry Biotechnology
Experience
Shire  April 2015 - Present
Insulet Corporation  April 2012 - April 2015
Columbia Management   July 2008 - April 2012
Virtua Research  February 2005 - July 2008
Millennium Pharmaceuticals  September 2004 - February 2005

Skills
Financial Modeling, Corporate FP&A, Corporate Finance, Equity Research, Valuation, Equity Valuation, Bloomberg, Equities, Hedge Funds, Asset Management, Investments, Portfolio Management, Investment Management, Capital Markets

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2005
M.S., Finance

Mississippi State University   2000 — 2004
B.B.A., Banking and Finance, B.A., Mathematics

Anne Turner Anne Turner Greater Boston Area Details
Anne Turner's Columbia Management Experience October 2005 - March 2009
Job Special Assistant to the President, Development Consultant
Industry Nonprofit Organization Management
Experience
Benjamin Franklin Institute of Technology  February 2015 - Present
TEDxBeaconStreet  2011 - Present
Brookline Extended Day Advisory Council   2001 - Present
Brookline Community Foundation  2013 - Present
Greater Toxteth Neighborhood Conservation District   October 2013 - July 2014
Wheelock College  July 2012 - November 2013
Success Boston   2012 - 2012
Mass Insight Education  September 2010 - May 2011
Lawrence School Extended Day   1999 - 2010
Columbia Management   October 2005 - March 2009

Skills
Leadership, Fundraising, Strategy, Program Management, Nonprofits, Strategic Planning, Management, Project Management, Marketing, Editing, Relationship Management, Community Outreach, Volunteer Management, Competitive Analysis, Team Building, Research, Policy, Program Development, Grants, Customer Service, Social Media, Cross-functional Team..., Product Marketing

Education
Boston University Questrom School of Business
BS

Cameron McCarthy Cameron McCarthy Greater Boston Area Details
Cameron McCarthy's Columbia Management Experience June 2014 - August 2014
Job Student of Finance
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  June 2015 - Present
Columbia Management   June 2014 - August 2014
Chelsea Technologies  May 2012 - August 2013
Indian Ridge Country Club  June 2010 - August 2013
Contemporary Events Group   February 2013 - February 2013
Orange Leaf Frozen Yogurt  June 2011 - March 2012

Skills
Inventory Control, Microsoft Excel, Customer Service, Financial Statements, Data Entry, Accounts Payable, Accounts Receivable, Invoicing, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Accounting, Teamwork

Education
Bentley University   2013 — 2016
Bachelor's degree, Finance, General, GPA: 3.32

University of South Carolina-Columbia   2012 — 2013
GPA: 3.8, Freshman

Paul Curley, CFA Paul Curley, CFA Greater Boston Area Details
Paul Curley, CFA's Columbia Management Experience January 2005 - August 2005
Job Director of College Savings Research
Industry Investment Management
Experience
Strategic Insight  June 2008 - Present
Strategic Insight  2014 - Present
Boston Security Analysts Society   September 2005 - December 2013
Loomis, Sayles & Company   August 2005 - June 2008
Columbia Management   January 2005 - August 2005
Investors Bank & Trust  June 2001 - December 2004
Investa Capital   1997 - 1998

Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MBA

Emory University   1997 — 2001
B.A., Economics, Political Science

Union College   1997 — 1998
Liberal Arts (Transferred to Emory)

Newton South   1993 — 1997
Diploma, Liberal Arts

Derek James Kilduff Derek James Kilduff Greater Boston Area Details
Derek James Kilduff's Columbia Management Experience January 2012 - May 2012
Job Product and Relationship Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  August 2014 - Present
Pioneer Investments  May 2012 - August 2014
Columbia Management   January 2012 - May 2012
The Guardian Life Insurance Company of America  August 2010 - December 2011
Sun Life Financial  February 2008 - July 2010

Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning

Education
Bentley University
Master of Business Administration (M.B.A.), Finance

Merrimack College   2002 — 2006
BA, Political Science

Phil McDonald Phil McDonald Medford, Massachusetts Details
Phil McDonald's Columbia Management Experience November 1996 - September 2000
Job Sr. Finance Systems & Process Analyst at Shire Pharmaceuticals
Industry Information Technology and Services
Experience
Shire Pharmaceuticals  March 2014 - Present
Shire Pharmaceuticals  July 2011 - March 2014
Shire Pharmaceuticals  April 2008 - July 2011
MC Communications  September 2000 - June 2007
MC Communications  2000 - 2007
Columbia Management   November 1996 - September 2000
Liberty Funds Group  November 1996 - September 2000
Colonial Mutual Funds  November 1996 - September 2000
First Data Corp  October 1989 - November 1996

Skills
Hyperion Enterprise, Financial Statements, Consolidation, Mergers, Forecasting, Budgets, Accounting, ERP, General Ledger, Payroll, Employee Benefits, Financial Reporting, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Subledger Accounting, General Journal, G/L Analysis, G/L Reconciliations, Financial Variance..., General Ledger..., Financial Close Process, Financial Performance, Planning Budgeting &..., Record to Report, Finance System..., Accounts Payable, Account Reconciliation, Strategic Financial..., Analysis, Mergers & Acquisitions, Accounts Receivable, Management, Finance, Process Improvement, Leadership

Education
D'Amore-McKim School of Business at Northeastern University   1997 — 2000
MBA, Business Administration

Boston College   1980 — 1985
Bachelor of Science (B.S.), Political Science and Government

Arlington Catholic   1975 — 1979

Arlington Catholic High School   1975 — 1979
College prep

Jessica Catalano Jessica Catalano Greater Boston Area Details
Jessica Catalano's Columbia Management Experience December 2012 - March 2014
Job Director, Channel Marketing and Campaign Strategy at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  March 2014 - Present
Columbia Management   December 2012 - March 2014
John Hancock Funds  April 2012 - December 2012
John Hancock Funds  January 2010 - April 2012
John Hancock Funds  September 2007 - January 2010
John Hancock Funds  June 2006 - September 2007
Deutsche Asset Management/Scudder Investments   December 2003 - June 2006
Deutsche Asset Management/Scudder Investments   December 2002 - November 2003
Deutsche Asset Management/Scudder Investments   September 2001 - November 2002
Deutsche Asset Management/Scudder Investments   June 2000 - August 2001

Skills
Mutual Funds, Financial Services, Email Marketing, Marketing Communications, Marketing, Direct Marketing, Marketing Strategy, Wealth Management, Multi-channel Marketing, Series 6, Leadership, Management, Business Intelligence, Team Management, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2006
Masters of Business Administration, Concentration in Marketing

Augustana College   1996 — 2000
B.A., Psychology

Rick Pitten, CFA Rick Pitten, CFA Greater Boston Area Details
Rick Pitten, CFA's Columbia Management Experience January 2009 - Present
Job Senior Quantitative Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  November 2014 - Present
Columbia Management   January 2009 - Present
Columbia Management   June 1996 - Present
Liberty Financial  1995 - 2001
Colonial Management Associates  1988 - 1996
Colonial Management  1988 - 1996

Skills
Equities, Bloomberg, Quantitative Research, Equity Research, Alternative Investments, Asset Managment, Asset Management

Education
Northeastern University - Graduate School of Business Administration   1992 — 1996
Master of Business Administration (MBA)

Bowling Green State University   1982 — 1986
BS BA, Business

Anthony Choulis Anthony Choulis Greater Boston Area Details
Anthony Choulis's Columbia Management Experience August 2006 - January 2010
Job Analyst, Compliance Advisory Services
Industry Computer Software
Experience
Charles River Development  February 2010 - Present
Columbia Management   August 2006 - January 2010
Brown Brothers Harriman  2001 - 2005
Fidelity Investments  April 2000 - October 2002

Skills
Fixed Income, Derivatives, Equities, Bloomberg, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Asset Managment, Portfolio Management, Settlement, Investments, Trading, FX Options, Trading Systems, Compliance, Middle Office, Back Office, Asset Management, Electronic Trading, Banking, Options, Risk Management, Financial Services, Financial Markets, Foreign Exchange, Order Management, Reference Data, Financial Risk, Bonds, Investment Banking, Equity Trading, Equity Derivatives, User Acceptance Testing, FX trading, Testing, Investment Management, Wealth Management, Relationship Management, Bloomberg Terminal

Education
Northeastern University - Graduate School of Business Administration   2001 — 2005
Masters, Business

Athens University of Economics and Business   1993 — 1997
BA, Economics

Michael Roy, CIMA Michael Roy, CIMA Greater Boston Area Details
Michael Roy, CIMA's Columbia Management Experience 1996 - 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2013 - Present
Investment Professionals, Inc.   March 2012 - June 2013
FundQuest  July 2011 - January 2012
DWS Scudder  May 2004 - July 2010
Columbia Management   1996 - 2004
John Hancock Financial Services  June 1991 - June 1993

Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66

Education
Suffolk University   1998 — 2001
MBA, International Business

Bentley University   1987 — 1991
BS, Finance

Holy Name CCHS   1983 — 1987
High School Diploma

Matt Neal Matt Neal Greater Salt Lake City Area Details
Matt Neal's Columbia Management Experience 2005 - 2008
Job Analytics Manager at Deseret Digital Media
Industry Investment Management
Experience
Deseret Digital Media  April 2014 - Present
Rakuten MediaForge  May 2013 - April 2014
Invesco Ltd.  December 2010 - January 2013
Liberty Square Asset Management  May 2009 - September 2009
Columbia Management   2005 - 2008
Mizuho Securities / Reed Global Advisors   2002 - 2005
Union Bank of California  2001 - 2002

Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
Masters, Business

Jean Youngston Jean Youngston Columbus, Ohio Area Details
Jean Youngston's Columbia Management Experience September 1997 - August 2002
Job Manager at ProMatch Education, Asia Pacific Region
Industry Management Consulting
Experience
ProMatch Education   May 2004 - Present
The Boston Globe  September 2002 - May 2004
Columbia Management   September 1997 - August 2002
US Embassy in China   1997 - 1998

Education
Beijing Foreign Studies University   1997 — 1998
Language

University of California, Berkeley   1994 — 1998
B.A.

Lynbrook High School, San Jose   1992 — 1994

William Banas William Banas Burlington, Vermont Area Details
William Banas's Columbia Management Experience February 1999 - October 2004
Job Associate Director IT / Customer Service Transformation
Industry Biotechnology
Experience
Sanofi  June 2012 - Present
Genzyme  November 2004 - Present
Columbia Management   February 1999 - October 2004
The MathWorks  1998 - 1999
Applied Biosystems  1995 - 1998
Electronic Data Systems  1994 - 1997

Skills
IT Operations, Business Process..., Strategic Planning, Team Building, End User Support, Identity Management, Integration, IT Service Management, IT Management, Technical Support, CRM, Process Improvement, Computer System..., Disaster Recovery, Outsourcing, Project Management, Business Process, Strategy, Program Management, Management, Leadership, Security, Team Leadership, Service Delivery, Governance, Telecommunications, Networking, Information Technology, Team Management

Education
Boston University   2008 — 2008
BPMP, Business Process Management Professional

MIT Sloan School of Management
Strategy & Innovation / Management & Leadership / Technology, Operations & Value Chain Management

Rhode Island College
History

Andrew D. Kominik, CFA Andrew D. Kominik, CFA Greater Chicago Area Details
Andrew D. Kominik, CFA's Columbia Management Experience March 1999 - August 2002
Job Quantitative Equity Analyst
Industry Investment Management
Experience
William Blair and Company  April 2007 - Present
William Blair and Company  January 2005 - April 2007
William Blair and Company  June 2003 - January 2005
Columbia Management   March 1999 - August 2002
Silver Lake Regional High School  August 1998 - February 1999

Skills
Matlab, R, VBA, SQL, Factset, Barra Aegis, Clarifi, Microsoft Office, Investment Management, Investments, Analysis, Financial Analysis, Equities, Financial Risk

Education
The University of Chicago - Booth School of Business   2008 — 2011
MBA, Econometrics & Statistics and Finance

Brandeis University   1995 — 1998
BA, History

Hunter College High School   1989 — 1995

Cynthia Thibodeau Cynthia Thibodeau Falmouth, Massachusetts Details
Cynthia Thibodeau's Columbia Management Experience September 2003 - December 2004
Job Cape Cod Realtor
Industry Real Estate
Experience
William Raveis Real Estate  May 2012 - Present
Marsh & McLennan Companies, Inc.   April 2005 - May 2012
Columbia Management   September 2003 - December 2004
Fidelity Investments  September 1986 - September 2003
Schmalenberger & Nargassans Advertising Agency   September 1976 - September 1986

Skills
Marketing Communications, Public Relations, Sales Support, Business Development, Risk Management, Negotiation, Risk Assessment, Collaborative Problem..., Project Management, Strategic Planning, Vendor Management, Process Improvement, Legal Compliance, Real Estate, Property, Digital Photography, Writing, Image and copy editing, Microsoft Office, Apple iWorks, Event Planning, Logistics Management

Education
Boston University
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication

Boston University
Bachelor of Science (B.S.), Communications and Public Relations

Pine Manor College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Frank Rubino Frank Rubino Providence, Rhode Island Area Details
Frank Rubino's Columbia Management Experience 2007 - 2014
Job Logistics Manager at Nuts 'N More
Industry Investment Management
Experience
Nuts 'N More, LLC a Mark Cuban Company   2014 - Present
Columbia Management   2007 - 2014
Citizens Bank  2005 - 2007
MetLife  2004 - 2005

Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Equities

Education
Assumption College   2000 — 2004
Bachelor of Arts (B.A.), Business/Corporate Communications

Chaim Kurlandski Chaim Kurlandski Greater New York City Area Details
Chaim Kurlandski's Columbia Management Experience 2004 - 2006
Job Senior TMT Analyst at AlphaOne Capital Partners
Industry Investment Management
Experience
AlphaOne Capital Partners LLC  2014 - Present
Oakum Bay Capital   2012 - 2014
Self-Employed  2010 - 2012
Carl Marks Management Company   2006 - 2010
Columbia Management   2004 - 2006
Clipper Capital Management   2003 - 2004
Sage Asset Management   2001 - 2002

Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Financial Modeling, Valuation, Investments, Bloomberg, Investment Management, Capital Markets, Securities, Distressed Debt, Credit, Loans, Leveraged Finance, Leveraged Lending, Debt, Bankruptcy, Chapter 11, Restructuring, invest, Value Investing, inves, Investors, Investment Strategies, Venture Capital, Asset Management

Education
Brandeis International Business School   2001 — 2003
Master's, International Finance and Economics, 3.8

Keio University   2002 — 2002
Master's, International Finance and Economics

Brandeis University   1997 — 2001
Bachelor's, Economics, 3.6

William Nobles, CFA William Nobles, CFA Boston, Massachusetts Details
William Nobles, CFA's Columbia Management Experience 2003 - 2005
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments  August 2015 - Present
CapTrust Advisors, LLC  February 2015 - August 2015
Transamerica Asset Management Group   June 2007 - December 2014
Bank of America  2005 - 2007
Columbia Management   2003 - 2005

Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MS, Finance

University of South Florida   1999 — 2001
B.S., Finance, Economics

John Quinn, CFA John Quinn, CFA Greater Boston Area Details
John Quinn, CFA's Columbia Management Experience October 2006 - February 2009
Job Financial Consultant at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2010 - Present
Columbia Management   October 2006 - February 2009
The Boston Globe  October 1980 - February 2006

Education
Boston University Graduate School of Management   1996 — 1998
MBA, Finance

Northeastern University   1990 — 1995
Bachelors Degree, Economics

Jerry DuKatz Jerry DuKatz Boston, Massachusetts Details
Jerry DuKatz's Columbia Management Experience January 2006 - May 2010
Job Managing Director, Platform Relationships at John Hancock Funds
Industry Financial Services
Experience
John Hancock Financial Services  May 2010 - Present
Columbia Management   January 2006 - May 2010
Columbia Management   2004 - 2006
Columbia Management   1999 - 2004
Colonial Funds / Liberty Funds / Columbia Funds   March 1995 - 1999

Skills
Mutual Funds, Series 7, Series 63, Series 6, Separately Managed..., Alternative Investments, Investments, 401k, Asset Allocation, Asset Managment, Series 24, Series 65, Defined Benefit, Retirement, Wealth Management, FINRA, Asset Management, Retirement Planning

Education
Boston University Questrom School of Business   1999 — 2002
MBA, Management

George Mason University   1988 — 1992
BA, English

Gina Quinteros-Figueroa Gina Quinteros-Figueroa Greater New York City Area Details
Gina Quinteros-Figueroa's Columbia Management Experience July 1998 - July 2010
Job Email Channel Producer at The Capital Group Companies
Industry Financial Services
Experience
The Capital Group Companies  March 2014 - July 2015
The Capital Group Companies  May 2011 - February 2014
WALEKPeppercomm   2011 - 2012
J&W Seligman (RiverSource Investments, Columbia Management)   July 1998 - July 2010
Columbia Management   July 1998 - July 2010
Towers Associates   October 1995 - July 1998
Alan Towers Associates   1995 - 1998
Lutz Appellate Services   July 1993 - May 1994
Ernst & Young  August 1991 - July 1993

Skills
Digital Marketing, Marketing, Digital Strategy, Strategy, Management, Google Analytics, Web Analytics, Salesforce.com, Web Development, Press Releases, Photoshop, Web Design, Content Management, Microsoft Office, SharePoint

Education
Baruch College, City University of New York (CUNY)   2000 — 2001
Marketing

Baruch College
Certificate, Marketing and Advertising

John F. Kennedy High School   1987 — 1990
Diploma, Business and English

David Rozenson David Rozenson Greater Boston Area Details
David Rozenson's Columbia Management Experience 2001 - 2006
Job Investment Management Counsel
Industry Investment Management
Experience
Boston Compliance Associates   2011 - Present
David A. Rozenson, Esq.   2009 - Present
Deutsche Asset Management  March 2007 - January 2009
Bank of America  2004 - 2007
Columbia Management   2001 - 2006

Skills
Securities

Education
Boston College Law School   1980 — 1983
JD, cum laude, Law

Brown University   1975 — 1979
BA, magna cum laude, History

Kristen Hanke Kristen Hanke Baltimore, Maryland Area Details
Kristen Hanke's Columbia Management Experience December 2006 - February 2009
Job Senior Trainer at Grinnell Appreciative Consulting
Industry Professional Training & Coaching
Experience
Grinnell Appreciative Consulting LLC   September 2015 - Present
Housing Authority of Baltimore City  July 2014 - Present
Housing Authority of Baltimore City  January 2012 - July 2014
City of Baltimore's Department of Housing and Community Development   August 2009 - January 2012
Columbia Management   December 2006 - February 2009
American Community School at Beirut  September 2003 - December 2005
Peace Corps  1996 - 1998

Skills
Training, Coaching, Process Improvement, MBTI, Team Building, Program Management, Employee Training, Leadership Development, Leadership, Customer Service, Workshop Facilitation, Curriculum Design, Instructional Design, Change Management, Career Development, Human Resources, Instructor-led Training, Blended Learning, Staff Development, Performance Management, Conflict Resolution, Strategic Planning, Management

Education
Antioch University New England   2000 — 2002
M Ed, Integrated Learning

University of Massachusetts, Amherst   1992 — 1995
BS, Natural Resource Mgt

Emily Gindel Emily Gindel Greater Boston Area Details
Emily Gindel's Columbia Management Experience April 2006 - July 2007
Job Manager, Database Administration & Reporting at Signature Healthcare, Brockton Ma
Industry Hospital & Health Care
Experience
Signature Healthcare, Brockton Ma  March 2014 - Present
Signature Healthcare, Brockton MA  September 2012 - March 2014
Massachusetts Technology Collaborative  September 2011 - September 2012
Massachusetts Technology Collaborative  July 2011 - September 2011
Citizens Financial Group  August 2007 - March 2009
Columbia Management   April 2006 - July 2007
Bank of America Merrill Lynch  July 2004 - April 2006
Foster Dykema Cabot   March 2003 - July 2004
FleetBoston Financial  January 2001 - May 2004
BankBoston  October 1997 - April 2000

Skills
Business Analysis, Data Warehousing, Project Management, Analytics, Data Analysis, Access, Vendor Management, Business Intelligence, Process Improvement, Strategic Planning, Microsoft SQL Server, Databases, SQL, Business Process, Cloud Computing, Data Modeling, System Administration, Leadership, Salesforce.com, Integration, ASPX, VB.NET, .NET, Visual Basic, Visual Studio, Program Management, Change Management, VBA, Healthcare Information..., Database Design, Software Documentation, Business Process..., ETL, Website Development, Relational Databases, Lean Tools, CRM, Requirements Analysis, Data Mining, Requirements Gathering, Medicaid, Software Implementation, User Acceptance Testing, Cross-functional Team..., Performance Improvement, Camtasia, Corporate Training, Lean Thinking

Education
Bay Path College   1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations

Bob Meikleham Bob Meikleham Greater Boston Area Details
Bob Meikleham's Columbia Management Experience August 2013 - May 2015
Job Institutional Sales Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  May 2015 - Present
Columbia Management   August 2013 - May 2015
Columbia Management   November 2012 - August 2013
Columbia Management   August 2011 - November 2012

Skills
Series 7, Asset Management, Investments, Portfolio Management, Mutual Funds

Education
Bentley University   2007 — 2011
B.S, Economics and Finance

Royal Holloway University - Egham   2010 — 2010
Economics and Philosophy

David Henesey, CRPC David Henesey, CRPC Boston, Massachusetts Details
David Henesey, CRPC's Columbia Management Experience October 2006 - January 2007
Job Principal, Intermediary Business Group
Industry Financial Services
Experience
State Street Global Advisors  March 2015 - Present
Simple Alternatives   July 2014 - March 2015
John Hancock Investments  January 2014 - June 2014
John Hancock Investments  2012 - December 2013
John Hancock Financial Services  January 2011 - December 2012
John Hancock Investments  May 2007 - December 2010
Columbia Management   October 2006 - January 2007
State Street  September 2005 - October 2006

Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Rollins College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Michael Mulkern Michael Mulkern Greater Boston Area Details
Michael Mulkern's Columbia Management Experience June 2010 - Present
Job Director, Marketing Value Add Programs at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management   June 2010 - Present
Sun Life Financial Distributors  March 2007 - January 2009
Sun Life Financial Distributors  April 2003 - March 2007
MFS Investment Management  February 2000 - March 2003
Keyport Life Insurance Company  September 1990 - February 2000

Skills
Thought Leadership, Retirement Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1984 — 1986
MBA

University of Pennsylvania   1978 — 1981
BA, Liberal Arts

Brian Seidman Brian Seidman Greater New York City Area Details
Brian Seidman's Columbia Management Experience 2002 - 2004
Job Regional Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank   2004 - Present
U.S. Trust   December 2013 - December 2014
U.S. Trust   2002 - December 2013
Bank of America  2004 - 2007
Columbia Management   2002 - 2004
Julius Baer Asset Management   April 2000 - September 2001
JP Morgan  1983 - 2000
Deloitte Haskins & Sells  1980 - 1983

Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development

Education
Binghamton University - School of Management

Wharton Executive Leadership Program

Alyssia Bailey Alyssia Bailey Houston, Texas Area Details
Alyssia Bailey's Columbia Management Experience May 2010 - Present
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

Joe Palombo Joe Palombo Greater Boston Area Details
Joe Palombo's Columbia Management Experience March 2000 - April 2004
Job Director Financial Services Tax Advisory at McGladrey
Industry Financial Services
Experience
McGladrey  September 2011 - Present
Feeley & Driscoll, P.C.   January 2010 - September 2011
Brown Brothers Harriman  August 2005 - December 2008
Columbia Management   March 2000 - April 2004
Putnam Investments  January 1994 - December 1999
Coopers & Lybrand  October 1983 - December 1993
PricewaterhouseCoopers  1983 - 1993
Digital Equipment Corporation  October 1979 - December 1983
Arthur Young  July 1975 - October 1979
Arthur Young  1975 - 1979

Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1989 — 1989
Executive Program

Bentley University   1977 — 1980
MS, Taxation

College of the Holy Cross   1971 — 1975
BA, Economics/Accounting

Mathieu Frechette Mathieu Frechette San Francisco, California Details
Mathieu Frechette's Columbia Management Experience October 2011 - August 2013
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2015 - Present
Natixis Global Asset Management  August 2013 - December 2014
Columbia Management   October 2011 - August 2013
Fidelity Investments  February 2011 - December 2011

Education
Boston College - Carroll School of Management   2012 — 2015
MBA

Saint Anselm College   2006 — 2010
B.A., Business & Finance

Thayer Academy   2002 — 2006
High School

Philip Allen Philip Allen Greater Boston Area Details
Philip Allen's Columbia Management Experience May 2010 - November 2011
Job Regional Sales Manager at Evosys
Industry Information Technology and Services
Experience
Evosys  August 2015 - Present
Oracle  September 2014 - August 2015
Oracle  November 2011 - August 2014
Columbia Management   May 2010 - November 2011
Sun Life Financial  March 2008 - February 2009
State Street Corporation  August 2007 - March 2008
AIG  May 2004 - June 2006

Skills
Sales, Healthcare Information..., Technology Integration, EHR, Management, Direct Sales, Sales Management, Solution Selling, CRM, New Business Development, Weblogic, Oracle SOA Suite, Sales Operations, Series 7, Mutual Funds, Investments, Oracle Fusion Middleware, PeopleSoft, Product Management, eBusiness Suite, JD Edwards, Customer Relations, Client Service, Financial Planning, SaaS, Account Management, Business Intelligence

Education
Boston University
Certified Financial Planner

Bridgewater State University
BS, Psychology

University of New Hampshire

Paul Giovanniello Paul Giovanniello Greater New York City Area Details
Paul Giovanniello's Columbia Management Experience August 2005 - March 2014
Job
Industry Financial Services
Experience
Calamos Investments  March 2014 - Present
Columbia Management   August 2005 - March 2014
BlackRock  January 2005 - August 2005
State Street Research  2001 - December 2004

Skills
Investments, Separately Managed..., Asset Management, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Series 63, Series 7, Asset Allocation, Securities

Education
Boston College   1995 — 1999
Bachelors, Finance

Lyman H. Jackson, CFP® Lyman H. Jackson, CFP® Newton Center, Massachusetts Details
Lyman H. Jackson, CFP®'s Columbia Management Experience September 2000 - December 2002
Job Managing Partner at Financial Planning Solutions, LLC
Industry Financial Services
Experience
Financial Planning Solutions, LLC   September 2013 - Present
Massachusetts Congregational Fund   2013 - Present
Jackson Financial Advisors   January 2006 - August 2013
Holm Investment Advisors   January 2004 - December 2005
Solomon Financial, Inc   January 2003 - December 2003
Columbia Management   September 2000 - December 2002
Scudder Investments  December 1996 - September 2000
Evergreen Investments  September 1992 - December 1996
First Data Corporation  January 1992 - September 1992
Fidelity Investments  September 1988 - January 1991

Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds

Education
Boston University   2003 — 2004
Certified Financial PlannerTM, Financial Planning

Bentley University   1994 — 1995
Certificate, Pensions & Employee Benefits

D'Amore-McKim School of Business at Northeastern University   1989 — 1991
MBA, Marketing and International Finance

Boston University - School of Management   1981 — 1983
BSBA, Marketing

Boston University   1979 — 1981
College of General Studies

Laconia High School

Edward P. Hickey, CFA Edward P. Hickey, CFA Greater Philadelphia Area Details
Edward P. Hickey, CFA's Columbia Management Experience 1998 - 2008
Job Team Leader, Institutional Senior Client Advisor at PNC Institutional Asset Management
Industry Investment Management
Experience
PNC Institutional Asset Management  July 2015 - Present
BNY Mellon Wealth Management  2009 - July 2015
Columbia Management   1998 - 2008
Bainco International Investors  1993 - 1998
Hellman, Jordan Management Co.   1991 - 1993

Skills
Equity Research, Equities, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equity Valuation, Alternative Investments, Asset Managment, Fixed Income, Investments, Bloomberg, Valuation, Wealth Management, Investment Advisory, Financial Modeling, ETFs, Morningstar, Investment Management

Education
Bentley University
Master's Degree, Finance

Towson University
Bachelor's Degree, Finance

Danielle Nieto Danielle Nieto Greater Denver Area Details
Danielle Nieto's Columbia Management Experience 2003 - 2007
Job Health and Wellness Promotion Specialist
Industry Insurance
Experience
Pinnacol Assurance  January 2011 - Present
Pinnacol Assurance  July 2007 - December 2010
Columbia Management   2003 - 2007

Skills
Leadership Development, Workshop Facilitation, Insurance, Training, Public Speaking, Workers Compensation, Public Relations, Team Building, Interviews, Staff Development, Customer Service, Process Improvement, Leadership

Education
Selkirk College   2014 — 2015
Certification in Integrated Worksite Health and Safety

Metropolitan State University of Denver   1996 — 2002
BS, Business Management

PAUL MIGLIORE PAUL MIGLIORE Greater Boston Area Details
PAUL MIGLIORE's Columbia Management Experience 1984 - 1989
Job Chief Executive Officer Citisoft, Inc.
Industry Investment Management
Experience
Citisoft, Inc.   January 2007 - Present
IBM Global Business Services  October 2002 - December 2006
PricewaterhouseCoopers  August 1991 - October 2002
Columbia Management   1984 - 1989

Skills
Business Development, Investments, Portfolio Management, Strategic Planning, Investment Management, Executive Financial..., Resource Management, Executive Management, Business Advisory, Management Consulting, Public Speaking, Thought Leadership, Mentoring, Executive Coaching, Negotiation, Profit Center Management, Sales Management, Business Strategy, Third Party Vendor..., Financial Services, Budget Process, Business Modeling, Trade Compliance, Performance Management, Strategic Partnerships, IT Strategy, IT Outsourcing, Outsourcing, IT Solutions, IT Transformation, Project Delivery, Service Delivery, Manage Client..., Consulting, Fixed Income, Equities, Asset Management, Strategy, Management, Risk Management, Securities, Business Analysis, Business Process, Hedge Funds, Leadership, Business Intelligence

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1991
MBA, Finance

Niagara University   1980 — 1984
BBA, Accounting

Christopher Mandeville, CFA Christopher Mandeville, CFA Greater New York City Area Details
Christopher Mandeville, CFA's Columbia Management Experience September 2008 - December 2010
Job Sr. Equity Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies & Company  August 2013 - Present
Canaccord Genuity Inc.  December 2010 - August 2013
Columbia Management   September 2008 - December 2010
Wachovia Securities  February 2006 - May 2006

Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets

Education
Bentley University   2003 — 2007
BS, Finance

Suffolk University Madrid   2005 — 2006
Spanish

Susan Holzer Chugha Susan Holzer Chugha Charlotte, North Carolina Area Details
Susan Holzer Chugha's Columbia Management Experience April 2012 - October 2013
Job Experienced Project Manager
Industry Financial Services
Experience
Columbia Management   April 2012 - October 2013
Evergreen Investments / Wells Fargo   June 2004 - May 2009
Banc of America Capital Management  2001 - 2004

Skills
Sales, Investments, Series 7, System Administration, Series 63, Risk Management, Process Improvement, Portfolio Management

Education
Belmont Abbey College
BS, Business Management

Cameron George Cameron George Costa Mesa, California Details
Cameron George's Columbia Management Experience July 2014 - January 2015
Job Barista at Starbucks/Student at ASU
Industry Financial Services
Experience
Starbucks  April 2015 - Present
Columbia Management   July 2014 - January 2015
Citizens Bank  March 2014 - July 2014
United States Air Force  December 2010 - March 2014

Skills
Security, Computer Proficiency, Security Clearance, Executive Protection, CompTIA A+ Certification, Cpr Certified, Military Experience, Military Training, Military Communications, Physical Security, Customer Service, Background Checks, Information Technology, Success Driven, Challenge Driven, Enjoy Challenges, Leadership, Martial Arts, Acoustic Guitar, Outdoor Advertising, First Aid, Social Skills, Listening to customers, Creative Problem Solving, Quick Thinker, Supervisory Experience, Firearms, Microsoft Office, People Skills, Problem Solving, Sales, Troubleshooting, Microsoft Word, Microsoft Excel, Team Building, Public Speaking, PowerPoint

Education
Arizona State University   2015 — 2017
Information Technology

Community College of the US Air Force   2010 — 2011
Associate's degree, Information Technology

New England Institute of Technology   2007 — 2009
Associate of Arts and Sciences (A.A.S.), Computer Software and Media Applications

West Warwick High School

David Bernstein David Bernstein Greater Boston Area Details
David Bernstein's Columbia Management Experience June 2011 - August 2011
Job Business Development Manager at Ve Interactive
Industry Computer Software
Experience
Ve Interactive Limited  October 2012 - Present
Columbia Management   June 2011 - August 2011
CardinalCommerce  June 2010 - August 2010

Education
Bentley University   2008 — 2012
BS

Cherry Hill East   2005 — 2008

Yvette Avenhall Yvette Avenhall New York, New York Details
Yvette Avenhall's Columbia Management Experience April 2011 - May 2012
Job Equity TraderOG at Citigroup
Industry Financial Services
Experience
Citigroup  July 2013 - December 2013
Columbia Management   April 2011 - May 2012
SubZeroFilm Fest   October 2009 - April 2011
Horizon Asset Management  2005 - 2009
Kinetics Asset Management   2003 - 2005
L Crammer Projekteringsbyra AB   1995 - 2001

Skills
Bloomberg, Networking, Advent, ACAD, ILX, Nationality, Equities, Trading, Microsoft Excel, PowerPoint, Asset Managment, Capital Markets, Hedge Funds, Fixed Income, Investment Strategies, Alternative Investments, Trading Systems, Bonds, Portfolio Management, Series 7, Options, Mutual Funds, Investments, Securities, Derivatives, Asset Allocation, Equity Trading, Asset Management, Bloomberg Terminal, FINRA, Market Data, Series 24, Electronic Trading, Financial Markets, Investment Advisory, Equity Research, languages, APL, GIPS, Compliance, Separately Managed..., Prime Brokerage, Wealth Management, Equity Derivatives, Structured Products, Investment Management, Emerging Markets, ETFs

Education
University of Uppsala   2000 — 2001
International Relations and Affairs

Stockholm University Division of Visby   1993 — 1994
Building Restoration and Environment Protection, 1 year

Blekinge Institute of Technology   1991 — 1993
Associate's degree, Building Engineering

Georgina Voros Georgina Voros Greater New York City Area Details
Georgina Voros's Columbia Management Experience August 1997 - September 2002
Job AML Monitoring Investigations Officer High Risk at HSBC
Industry Financial Services
Experience
HSBC  July 2012 - Present
HSBC  May 2011 - Present
Farmhouse  October 2009 - April 2011
Daylight Forensic & Advisory, LLC   April 2007 - December 2009
Chase Insurance Group   2005 - 2007
Chase Asset Management  2005 - 2006
Columbia Management   August 1997 - September 2002

Skills
AML, OFAC, KYC, Banking, USA PATRIOT Act, Fraud, Mutual Funds, Fixed Income, Bank Secrecy Act, Asset Managment, Investments, Series 7, Series 63, Private Investigations, Project Management, Due Diligence, Securities, Financial Risk, Risk Management, Financial Services, Anti Money Laundering, Asset Management, Finance, Internal Audit, Operational Risk

Education
Boston University
BA

Scott Schermerhorn Scott Schermerhorn Greater Boston Area Details
Scott Schermerhorn's Columbia Management Experience 1998 - 2003
Job Managing Principal/CIO Granite Investment Advisors
Industry Investment Management
Experience
Granite Investment Advisors  January 2009 - Present
Choate Investment Advisors  2005 - 2008
Marblehead Management   2004 - 2005
Columbia Management   1998 - 2003
Federated Investors  1996 - 1998
J&W Seligman  1989 - 1994
Dreman Value Management  1984 - 1990

Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Fixed Income, Mutual Funds, Start-ups, Entrepreneurship, Investment Management

Education
Seton Hall University   1989 — 1991
MBA, Business

Boston University Questrom School of Business   1980 — 1984
BS, Finance

Manchester jr-sr

Simon McKay Simon McKay Greater Boston Area Details
Simon McKay's Columbia Management Experience November 2012 - May 2015
Job VP, Product Director Global Multi Asset Strategies at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  May 2015 - Present
Horizons for Homeless Children  2010 - Present
Columbia Management   November 2012 - May 2015
Columbia Management   October 2010 - November 2012
Bain Capital  May 2009 - August 2009
Putnam Investments  February 2005 - August 2008
Putnam Investments  June 2002 - February 2005

Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2008 — 2010
MBA, General Management

Bowdoin College   1998 — 2002
AB, History, Economics Minor

St Mark's School   1995 — 1998

Fenn   1989 — 1994

Brian Gagne Brian Gagne Greater Boston Area Details
Brian Gagne's Columbia Management Experience January 2012 - December 2013
Job Business System Architect at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  January 2014 - Present
Columbia Management   January 2012 - December 2013
WELLINGTON MANAGEMENT COMPANY, LLP  November 1999 - December 2011
WELLINGTON MANAGEMENT COMPANY, LLP  November 1999 - June 2001
THE BERKSHIRE GROUP  January 1996 - November 1999
THE BERSKHIRE GROUP   January 1994 - January 1996

Skills
Testing, PeopleSoft, Disaster Recovery, Outsourcing, ERP, Business Analysis, Vendor Management, Requirements Analysis, Access, SharePoint, SQL, CRM Integration, Project Management, Netezza, Oracle, Microsoft Office, Microsoft SQL Server, Informatica, Quality Center, Rally, Business Objects, Crystal Reports, Pivotal, Salesforce.com, Data Integration, SDLC

Education
Providence College   1995 — 1998
MBA, Business Adminstration

Boston University   2001 — 2001
Graduate Certificate, Client Server Application Development

Bentley University   1989 — 1993
BS, Accounting

Adam Pischel Adam Pischel Greater Boston Area Details
Adam Pischel's Columbia Management Experience November 2008 - March 2010
Job Portfolio Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management  January 2015 - Present
BNY Mellon  January 2014 - January 2015
Loomis, Sayles & Co   March 2010 - January 2014
Columbia Management   November 2008 - March 2010
Columbia Management   April 2007 - October 2008
Columbia Capital Management, LLC  April 2006 - March 2007
Graybar Electric CO  June 2005 - April 2006
Merrill Lynch  May 2004 - August 2004

Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management

Education
Boston College   2009 — 2011
MS, Finance

Queens University of Charlotte   2002 — 2005
Bachelor of Arts, Business; Corporate Communications

Glenn Brown, MBA, CFP® Glenn Brown, MBA, CFP® Greater Boston Area Details
Glenn Brown, MBA, CFP®'s Columbia Management Experience 2006 - 2008
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management  February 2013 - Present
Schwab Institutional  2011 - 2013
Bank of America Merrill Lynch  2009 - 2010
Bank of America  2008 - 2009
Columbia Management   2006 - 2008
Bank of America  2005 - 2006
Investment Services at Sovereign Bank   October 2002 - March 2005
Charles Schwab  1995 - 2002

Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2006
MBA, Finance, Organization Studies

University of New Hampshire   1988 — 1992
BA, Communications

Rashid Guseynov Rashid Guseynov Greater Boston Area Details
Rashid Guseynov's Columbia Management Experience 2013 - Present
Job Business Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   2013 - Present
Sullivan & Cogliano  January 2012 - May 2012
Bentley University Academic Techonology Center   September 2008 - May 2012
Homes-R-Us Realty   May 2011 - August 2011

Education
Bentley University   2008 — 2012
Bachelor of Science (B.S.), Finance, General

hhs

William R. Benz William R. Benz Greater New York City Area Details
William R. Benz's Columbia Management Experience November 2008 - September 2010
Job VP Digital Marketing at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management  July 2014 - Present
TIAA-CREF  February 2012 - June 2014
Vestige Technologies LLC   September 2010 - December 2012
BlackRock  June 2011 - September 2011
Columbia Management   November 2008 - September 2010
J. & W. Seligman & Co. Inc.   May 1996 - November 2008
Merrill Lynch & Co.   1994 - 1996
Regal Data Systems   1993 - 1994
3D Information Services   1987 - 1992

Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management

Education
Bloomsburg University of Pennsylvania   1979 — 1983
BS, Business Administration

Jess Scola Jess Scola San Francisco, California Details
Jess Scola's Columbia Management Experience March 2008 - May 2010
Job Area Manager at EF Explore America
Industry Education Management
Experience
EF Smithsonian Student Travel   January 2013 - Present
Spinitar  January 2011 - January 2013
Columbia Management   March 2008 - May 2010
First Marblehead Corporation  2006 - March 2008
EF Smithsonian   2005 - 2006

Education
Middlebury College   1995 — 1999
B.A., Psychology

Boston University   2001 — 2002
M.Ed, sport psychology

Boston University   2004 — 2005
C.A.G.S., Guidance Counseling

Anthony Grace Anthony Grace Greater Boston Area Details
Anthony Grace's Columbia Management 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

Charles Hibbs, CFA Charles Hibbs, CFA New York, New York Details
Charles Hibbs, CFA's Columbia Management Experience 2008 - 2009
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  2015 - Present
J.P. Morgan   2014 - 2015
J.P. Morgan   2013 - 2013
Royal Bank of Scotland  2009 - 2012
Columbia Management   2008 - 2009
Bank of America  2005 - 2008

Education
Cornell University - Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA)

Boston University   2003 — 2005
Master of Arts (MA)

Boston University   2001 — 2005
Bachelor of Arts (BA)

Farkhod Bekmukhamedov Farkhod Bekmukhamedov Astoria, New York Details
Farkhod Bekmukhamedov's Columbia Management Experience October 2008 - October 2009
Job Business Manager at T&Y Organics, Inc.
Industry Financial Services
Experience
T&Y Organics, Inc.   January 2011 - August 2014
Centro Properties Group  December 2009 - January 2011
Columbia Management   October 2008 - October 2009

Skills
Outlook, VBA, French, Russian, English, Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Accounting, Due Diligence, Corporate Finance, Microsoft Excel, New Business Development, Marketing Strategy

Education
Johnson and Wales University   2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services

Jahon Iqtisodiyoti va Diplomatiya Universiteti   2000 — 2005
Bachelor, International Business

Jennifer de la Vera Jennifer de la Vera Charlotte, North Carolina Area Details
Jennifer de la Vera's Columbia Management Experience 1998 - 2009
Job Research Analyst at The Daniel Group
Industry Investment Management
Experience
The Daniel Group  August 2012 - Present
New Horizons  October 2011 - Present
Bank of America  1998 - 2009
Columbia Management   1998 - 2009

Skills
Securities, Investments, Management, Asset Managment, Mutual Funds, Customer Service, Banking, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Asset Management

Education
Binghamton University

Andrea Jamma Andrea Jamma Greater Minneapolis-St. Paul Area Details
Andrea Jamma's Columbia Management Experience April 2006 - April 2015
Job Project Manager, Thomson Reuters
Industry Legal Services
Experience
Thomson Reuters Elite  April 2015 - Present
Irish Fair of Minnesota  October 2011 - Present
Columbia Management   April 2006 - April 2015
Jamma Photography, LLC   June 2003 - December 2011
Ameriprise Financial Services, Inc.   July 1999 - April 2006

Education
Anoka Ramsey Community College
Business Administration, Management and Operations

Brian Aronson Brian Aronson Boston, Massachusetts Details
Brian Aronson's Columbia Management Experience May 2006 - Present
Job Research Analyst
Industry Investment Management
Experience
Columbia Management   May 2006 - Present

Education
Bentley University   2002 — 2006

Pierre Vital Pierre Vital Greater Boston Area Details
Pierre Vital's Columbia Management Experience 2005 - 2008
Job Realtor at TLC Realty Co.
Industry Real Estate
Experience
Frugal Finders Antique Thrift Shop   April 2012 - Present
bank of america  May 2005 - Present
TLC Realty Co.   March 2009 - July 2010
Bank of America  2005 - July 2009
Columbia Management   2005 - 2008
Bank of America  2005 - 2007
JP Morgan Invest, LLC   2000 - 2005
BrownCo, JP Morgan Invest   2000 - 2005
JP Morgan Chase  2000 - 2005

Education
University of Massachusetts Boston   2008 — 2010
BA-MBA, Economics

Suffolk University   2001 — 2003
BS, Marketing

Boston University   1992 — 1995
Engineering, Electrical

Paul Longobardi, CFP®, CAIA Paul Longobardi, CFP®, CAIA Greater Boston Area Details
Paul Longobardi, CFP®, CAIA's Columbia Management Experience 2006 - 2009
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust  March 2011 - Present
Bank of America Global Cash Management   January 2007 - September 2011
Columbia Management   2006 - 2009
Fidelity Investments  2001 - 2006
Fidelity Investments  August 1996 - 2001

Skills
Investments, Financial Planning, Wealth Management, Business Strategy, Institutional, Strategic Financial..., Fixed Income, Asset Allocation, Finance, Financial Services, Portfolio Management, Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Investment Management, Series 7

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1996
MBA, Finance

Villanova University   1988 — 1992
Bachelor’s of Science, Finance, General

Joe Feloney, CAIA, CIMA Joe Feloney, CAIA, CIMA Greater Boston Area Details
Joe Feloney, CAIA, CIMA's Columbia Management Experience September 1986 - Present
Job Senior Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management   September 1986 - Present
Liberty Funds  1995 - 2003
Liberty Funds Group  1995 - 2001

Education
Northeastern University   1981 — 1986
BS, Accounting/Finance

Bentley College - Elkin B. McCallum Graduate School of Business
MBA

Julian Quero Julian Quero Greater Boston Area Details
Julian Quero's Columbia Management Experience VP of Taxes / DistributionsBank of America2001 - Present
Job Vice Pres of Tax at Columbia Management
Industry Financial Services
Experience
Columbia Management   VP of Taxes / DistributionsBank of America2001 - Present
PricewaterhouseCoopers  1994 - 2001
The Boston Company  1990 - 1994

Education
Boston College   1985 — 1989

Jason Paoletto Jason Paoletto Greater Boston Area Details
Jason Paoletto's Columbia Management Experience June 2003 - Present
Job Performance Team Manager at Columbia Management Group
Industry Financial Services
Experience
Columbia Management   June 2003 - Present

Education
Bentley University   1994 — 1998

John Barrett, CFA John Barrett, CFA Boston, Massachusetts Details
John Barrett, CFA's Columbia Management Experience June 2011 - Present
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management   June 2011 - Present
Columbia Management   August 2003 - December 2011
Gannett Welsh & Kotler  February 2000 - August 2003
Fidelity Investments  February 1995 - 2000
U.S. Department of Labor   July 1991 - February 1995

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1997
MBA, Finance

University of North Carolina at Greensboro   1989 — 1991
BS, Economics

Western New England College   1987 — 1989
Business

Dara White Dara White Portland, Oregon Area Details
Dara White's Columbia Management Experience April 2012 - Present
Job Head of Global Emerging Markets Equity at Columbia Management
Industry Investment Management
Experience
Columbia Management   April 2012 - Present
Columbia Management   January 2008 - Present
Columbia Management   January 2006 - January 2008
RCM  1998 - 2005

Skills
Portfolio Management, Asset Management, Equities, Hedge Funds, Emerging Markets, Mutual Funds, Alternative Investments, Investments, Fixed Income, Bloomberg, Equity Research

Education
Boston College   1993 — 1997
BS, Finance and Marketing

Heather Isenburg Heather Isenburg Greater Boston Area Details
Heather Isenburg's Columbia Management Experience July 2000 - October 2006
Job Product Marketing Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles  October 2006 - Present
Columbia Management   July 2000 - October 2006

Education
Boston University Questrom School of Business   2008 — 2009
MSIM, Investment Management

Northeastern University   2002 — 2005
BSBA, Finance

Jack Mulvaney, CFA Jack Mulvaney, CFA Greater New York City Area Details
Jack Mulvaney, CFA's Columbia Management Experience March 2007 - July 2010
Job Head of Risk and Portfolio Analysis
Industry Financial Services
Experience
Indus Capital  August 2010 - Present
Columbia Management   March 2007 - July 2010
JPMorgan Chase  September 2006 - March 2007
Morgan Stanley  April 2004 - August 2006

Skills
Bloomberg, Investments, Equities, Hedge Funds, Valuation, Fixed Income, Financial Modeling, Analytics, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Derivatives, Risk Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2010 — 2012
MBA

Assumption College   1999 — 2003
BA, Mathematics

Heather (Groat) Young, CFA Heather (Groat) Young, CFA Greater Boston Area Details
Heather (Groat) Young, CFA's Columbia Management Experience 2006 - 2008
Job Vice President | Senior Corporate Credit Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors  March 2015 - Present
CommonAngels Ventures  February 2013 - February 2015
Credit Suisse  June 2012 - August 2012
Loomis Sayles  2008 - 2012
Columbia Management   2006 - 2008
Bank of America  2005 - 2006

Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions

Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)

Boston University
BA, Economics, Finance

Joshua Zyber Joshua Zyber Greater Boston Area Details
Joshua Zyber's Columbia Management Experience July 1996 - Present
Job Writer/Editor at HighDef Digest
Industry Writing and Editing
Experience
High-Def Digest   October 2007 - Present
Columbia Management   July 1996 - Present
Source Interlink  January 2008 - July 2012

Skills
Editorial, Magazines, Blogging, Copywriting, Social Media, Editing, Social Media Marketing, Content Management, Social Networking, Creative Writing, Content Strategy

Education
Boston University   1992 — 1996
Bachelor of Science (B.S.), Film/Cinema/Video Studies

Konstantin Tcherepachenets, CFA, CAIA Konstantin Tcherepachenets, CFA, CAIA Greater Boston Area Details
Konstantin Tcherepachenets, CFA, CAIA's Columbia Management Experience September 2007 - November 2007
Job Equity Analyst (Generalist) at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  December 2013 - Present
Raymond James Financial Inc.  July 2009 - November 2013
Bank of America, Columbia Management  2006 - 2009
Columbia Management   September 2007 - November 2007

Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2009
MBA, Investments

University of California, Riverside

Kristin Greeley Kristin Greeley Greater Boston Area Details
Kristin Greeley's Columbia Management Experience 2000 - 2006
Job National Account Manager at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  2006 - Present
Columbia Management   2000 - 2006
New England Aquarium  1999 - 2000
Whiskey's   1995 - 1999
Fidelity Investments  May 1995 - December 1995

Education
Bentley University   1991 — 1995
BS, Accounting

Arlington High School   1987 — 1991
HS, Collge Prep

Nicholas Gormley Nicholas Gormley Greater Los Angeles Area Details
Nicholas Gormley's Columbia Management Experience August 1992 - September 1997
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley  April 2008 - Present
UBS Wealth Management  September 1997 - April 2008
Columbia Management   August 1992 - September 1997

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1992
Masters, Taxation

Bentley College - Elkin B. McCallum Graduate School of Business   1986 — 1990

MHS

Marblehed High

Dan McCarthy Dan McCarthy Greater Boston Area Details
Dan McCarthy's Columbia Management Experience 2011 - Present
Job Institutional Business Development at Columbia Management
Industry Investment Management
Experience
Columbia Management   2011 - Present
Eaton Vance Management  2006 - 2011
State Street  2002 - 2006
Credit Suisse First Boston  1995 - 1998
Goldman Sachs  1987 - 1995

Skills
Securities, Trading, Alternative Investments, Hedge Funds, Equities, Asset Managment, Economics, Investments, Portfolio Management, Fixed Income, Series 7, Capital Markets, Mutual Funds, Series 63

Education
Harvard Business School   1985 — 1987
MBA

Harvard University   1974 — 1978
AB

Boston Latin School   1967 — 1974

Robert Gentile Robert Gentile Greater Boston Area Details
Robert Gentile's Columbia Management Experience 2003 - 2005
Job Vice President Compliance at Income Research & Management
Industry Financial Services
Experience
Income Research & Management  April 2012 - Present
Pioneer Investments  October 2005 - April 2012
Columbia Management   2003 - 2005
Deutsche Bank  2002 - 2003
JP Morgan Chase  2000 - 2002

Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities, Investment Compliance, Asset Management, Hedge Funds, Derivatives, Asset Managment, Trading Systems, Investment Management, Bloomberg, Options, Alternative Investments, Financial Services, Risk Management

Education
Bentley University
B.S., Management

Boston University - Metropolitan College
Level 2 Wine Studies, Wine, Passed with Merit

Society of Wine Educators
Certified Specialist of Wine, CSW

Marc Albano Marc Albano Greater Boston Area Details
Marc Albano's Columbia Management Experience June 2013 - Present
Job Incentive and Performance Manager, Columbia Management
Industry Financial Services
Experience
Columbia Management   June 2013 - Present
Liberty Mutual Insurance  September 2012 - June 2013
Fidelity Investments  May 2006 - September 2012

Education
Boston College   1996 — 2000

Todd= Tourgee Todd= Tourgee Greater Denver Area Details
Todd= Tourgee's Columbia Management Experience 2000 - 2007
Job Individual Consultant at TiAA
Industry Financial Services
Experience
Multi-Financial   2010 - Present
TiAA  2007 - 2010
Columbia Management   2000 - 2007

Education
Adams State College   1986 — 1991
B.S in Business Administration, Management

Ryan McHaffie Ryan McHaffie Boston, Massachusetts Details
Ryan McHaffie's Columbia Management Experience May 2013 - October 2014
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management  August 2015 - Present
T. Rowe Price  November 2014 - July 2015
Columbia Management   May 2013 - October 2014
Columbia Management   October 2010 - May 2013
Columbia Management   May 2010 - October 2010
SEI Investments  August 2007 - May 2010

Skills
Investments, Asset Managment, Mutual Funds, Salesforce.com, Asset Allocation, Series 7, Investment Management, Financial Analysis, Financial Services, Relationship Management, Data Analysis, Fixed Income, Wealth Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

Boston College   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Rebecca Shklovsky Rebecca Shklovsky Greater Boston Area Details
Rebecca Shklovsky's Columbia Management Experience August 2007 - October 2007
Job Senior Legal Counsel at eSecLending
Industry Financial Services
Experience
eSecLending  April 2014 - Present
eSecLending  January 2010 - April 2014
eSecLending  February 2008 - January 2010
US Securities and Exchange Commission  October 2007 - January 2008
Columbia Management   August 2007 - October 2007

Skills
Securities Lending, Collateral Management, Contract Negotiation, Corporate Governance, Repos, Fixed Income

Education
Northeastern University - Graduate School of Business Administration   2004 — 2007
MBA

Northeastern University School of Law   2003 — 2007
JD

Boston College   1999 — 2003
B.A., Economics

Jon Tenney Jon Tenney Greater Boston Area Details
Jon Tenney's Columbia Management Experience October 2006 - August 2010
Job Tax Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  August 2010 - Present
Columbia Management   October 2006 - August 2010
Fidelity Investments  November 2000 - October 2006
Fidelity Investments  June 1998 - November 2000

Education
Boston University Questrom School of Business   2000 — 2004
MBA

University of Vermont   1993 — 1998
Bachelor, Sociology

Wei Lai, PhD CFA Wei Lai, PhD CFA Boston, Massachusetts Details
Wei Lai, PhD CFA's Columbia Management Experience May 2010 - Present
Job Senior Quantitative Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management   May 2010 - Present
RiverSource Investments  September 2006 - May 2010
Millennial Net  May 2005 - August 2005

Skills
Portfolio Management, Portfolio Optimization, Equity Research, Financial Analysis, Tactical Asset..., Mathematical Programming, Quantitative Investing, Risk Modeling

Education
Boston University   2001 — 2006
Ph.D., Systems Engineering

Huazhong University of Science and Technology   1999 — 2001
MS, Systems Engineering

Huazhong University of Science and Technology   1995 — 1999
BS, Automatic Control

Amy Cieszynski Amy Cieszynski Boston, Massachusetts Details
Amy Cieszynski's Columbia Management Experience September 2014 - Present
Job Team Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management   September 2014 - Present
EMC  October 2010 - September 2014
MFS Investment Management  December 2007 - March 2010
MFS Investment Management  September 2004 - December 2007
Lincoln Financial Group  February 2004 - September 2004
Allmerica Financial  February 2002 - November 2003

Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance

Education
Assumption College   2010 — 2012
MBA, Finance

Assumption College   1992 — 1996
Bachelor of Arts, Sociology

Tan Eng Tan Eng Greater Boston Area Details
Tan Eng's Columbia Management Experience November 2013 - Present
Job Compliance Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management   November 2013 - Present
State Street Global Advisors  2005 - 2013
MFS  1999 - 2005

Skills
Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Hedge Funds, Asset Management, Financial Services

Education
Boston University Questrom School of Business   1992 — 1996
BSBA

Nicole O'Connell Nicole O'Connell Greater Boston Area Details
Nicole O'Connell's Columbia Management Experience June 2005 - Present
Job Equity Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management   June 2005 - Present
Moors & Cabot  2003 - 2005

Skills
Equity Trading, Series 7, Equities, Investments, Alternative Investments, Series 63, Trading, Hedge Funds, Securities, Fixed Income, Bloomberg, Capital Markets, Electronic Trading, Customer Service, Asset Management, Mutual Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2002
MS, Finance

Jonathan Cleasby Jonathan Cleasby Greater Boston Area Details
Jonathan Cleasby's Columbia Management Experience November 2005 - Present
Job Vice President, Finance
Industry Financial Services
Experience
Columbia Management   November 2005 - Present
Bank of NY Mellon  November 1999 - November 2005

Skills
Series 27, Mutual Funds, Forecasting, Finance, FINRA, Equities, Alternative Investments, Financial Modeling, Accounting, Investments, Asset Management, Financial Analysis, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
MBA, Finance

Boston College

Fritz Curtis Fritz Curtis Dallas/Fort Worth Area Details
Fritz Curtis's Columbia Management Experience June 2004 - August 2006
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  September 2006 - Present
Columbia Management   June 2004 - August 2006
American Beacon Advisors  January 1997 - September 2003
Fidelity Investments  September 1986 - December 1996

Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities

Education
The University of Dallas   1991 — 1994
MBA, International Mgmt

Baylor University - Hankamer School of Business   1982 — 1986
BBA, Finance, Information Systems

Chris Goscinski Chris Goscinski Boston, Massachusetts Details
Chris Goscinski's Columbia Management Experience November 2006 - Present
Job Manager Accounting & Administration Tax at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Management   November 2006 - Present
State Street Bank  July 2004 - November 2006

Education
Bentley University   1999 — 2003

Eric Kamin Eric Kamin Greater Boston Area Details
Eric Kamin's Columbia Management Experience 1997 - Present
Job VP Sales Columbia Management
Industry Investment Management
Experience
Columbia Management   1997 - Present

Education
Boston University Questrom School of Business   2000 — 2004
MBA

Brandeis University   1990 — 1994
Bachelors, Economics

Samantha Carleton Samantha Carleton Greater Philadelphia Area Details
Samantha Carleton's Columbia Management Experience November 2006 - Present
Job Senior Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management   November 2006 - Present
TIAA-CREF  May 2005 - November 2006
State Street Global Advisors  May 2001 - November 2004
Mercer Investment Consulting  January 2000 - May 2001
Wellington Management  June 1996 - December 1999

Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993
mba, Finance, General

Erasmus Universiteit Rotterdam   1991 — 1992
mba, General Studies

University of Vermont   1986 — 1990
BA Economics, Economics

Hanover high

Dan Molloy Dan Molloy Atlanta, Georgia Details
Dan Molloy's Columbia Management Experience 2010 - 2012
Job Principal, Director of Sales and Marketing at My Benefits, LLC
Industry Financial Services
Experience
My Benefits, LLC & First Party Administrator™, LLC   2012 - Present
Columbia Management   2010 - 2012
RiverSource Asset Management  2008 - 2010
J. & W. Seligman & Co.   2004 - 2009
Merrill Lynch  May 1999 - August 2003

Skills
Retirement Planning, Financial Advisory, Employee Benefits, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Series 6, Asset Managment, Investments, Series 65, Wealth Management, Retirement, Securities, Financial Planners, Investment Strategies, Pensions, ERISA

Education
Babson College   1994 — 1995
MBA, Investments Concentration

Southern Connecticut State University   1987 — 1990
BS Business Economics, Business/Managerial Economics

Scott E. Couto, CFA Scott E. Couto, CFA Greater Boston Area Details
Scott E. Couto, CFA's Columbia Management Experience January 1991 - March 2003
Job President, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments  July 2011 - Present
Fidelity Investments  August 2009 - July 2011
Evergreen Investments  March 2003 - August 2009
Columbia Management   January 1991 - March 2003

Education
Babson College   1987 — 1991
BS, Finance/Investments

Luke Hagopian, CFA Luke Hagopian, CFA Greater New York City Area Details
Luke Hagopian, CFA's Columbia Management Experience June 1998 - Present
Job Senior Bond Trader at Columbia Management, Chartered Financial Analyst
Industry Investment Management
Experience
Columbia Management   June 1998 - Present

Skills
Fixed Income, Bloomberg, Bonds, Alternative Investments, Asset Allocation, Equities, Asset Managment, Investment Strategies, Investment Management, Mutual Funds, Securities, High Yield, Portfolio Management, Capital Markets, Derivatives, Investments, Trading, CMBS, Valuation, ABS, Structured Products, BlackRock Aladdin, Intex, MBS, Relationship Management, Money Market, Electronic Trading, Fixed Income Analysis, Credit Analysis, Securitization, Risk Management, Chartered Financial..., Structured Finance, Hedging

Education
Boston University   1991 — 1995
BSBA, Finance

Mt. View High School   1988 — 1991

Mary Miley Mary Miley Greater Boston Area Details
Mary Miley's Columbia Management Experience September 1993 - April 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
OFI Institutional Asset Management  April 2003 - February 2008
Columbia Management   September 1993 - April 2003

Skills
Equities, Mutual Funds, Investments, Fixed Income, Series 7, Asset Management, Portfolio Management, Asset Allocation, Bloomberg, Trading, Bonds, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1998
MBA, Finance

Northeastern University   1988 — 1992
B.S., Finance

Charles Haley, CFA Charles Haley, CFA Greater Boston Area Details
Charles Haley, CFA's Columbia Management Experience June 1998 - April 2004
Job Senior Vice President at Putnam Investments
Industry Investment Management
Experience
Putnam Investments  April 2008 - Present
State Street Global Advisors  January 2007 - March 2008
Boldwater Capital Management LP   2004 - 2007
Columbia Management   June 1998 - April 2004

Skills
Fixed Income, Hedge Funds, High Yield, Equities, Alternative Investments, Capital Markets, Investment Management, Valuation, Mutual Funds, Asset Management, Portfolio Management, Bonds, Asset Allocation, Securities, Equity Research

Education
Boston College   1992 — 1996
BA, Classics, Mathematics

St. Sebastian's   1988 — 1992

Carter Sims Carter Sims Greater Philadelphia Area Details
Carter Sims's Columbia Management Experience 2003 - 2005
Job Head of US Intermediary Distribution at Schroder Investment Management
Industry Investment Management
Experience
Malvern Prep   2007 - Present
Schroder Investment Management  March 2006 - Present
Bank of America  2000 - 2006
Columbia Management   2003 - 2005
Columbia Management Group  1999 - 2005
Villanova Capital   1996 - 1999
Fidelity Investments  1994 - 1997

Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k

Education
Boston College   1984 — 1988
BS, Finance

Susan Sanderson, CFA Susan Sanderson, CFA Greater Boston Area Details
Susan Sanderson, CFA's Columbia Management Experience 1985 - 2009
Job Investment Management
Industry Investment Management
Experience
Columbia Management   1985 - 2009

Skills
Portfolio Management, Fixed Income, Mutual Funds, Research, Compliance, Client Service

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA

Anne Holloran, CFA Anne Holloran, CFA Greater Minneapolis-St. Paul Area Details
Anne Holloran, CFA's Columbia Management Experience December 2000 - Present
Job Director, Institutional Client Service at Columbia Management Investment Advisers, LLC
Industry Investment Management
Experience
Columbia Management   December 2000 - Present
The Boston Company  February 1996 - November 2000
Investment Advisers, Inc.   February 1983 - January 1996

Skills
Financial Services, Investments, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Equities, Series 63, Fixed Income, Investment Management, Hedge Funds, Securities, Investment Strategies, Asset Management

Education
Schiller International University   1981 — 1982
1982, MBA

University of Minnesota - Carlson School of Management   1979 — 1981
BSBA, Marketing

University of Minnesota-Twin Cities   1978 — 1979
Pre-Business

Arizona State University   1977 — 1978
Business

Minnetonka High School   1974 — 1977

Christine Bowen Christine Bowen Greater Boston Area Details
Christine Bowen's Columbia Management Experience 2012 - Present
Job Director Trading Operation @ Columbia Management
Industry Banking
Experience
Columbia Management   2012 - Present
Citizens Bank  2009 - 2012
Columbia Management   2004 - 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management

Saint Anselm College

Tim Sweeney Tim Sweeney Greater Boston Area Details
Tim Sweeney's Columbia Management Experience 2002 - 2004
Job VP, Managing Regional Director Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  April 2014 - Present
Transamerica Investments   January 2009 - March 2014
Van Kampen Investments  2007 - 2008
The Hartford  2004 - 2007
Columbia Management   2002 - 2004
Calgary Flames, Anaheim Ducks, Boston Bruins and New York Rangers   1989 - 1998

Skills
401k, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Series 63, Series 7, Wealth Management

Education
Boston College   1985 — 1989

Matthew McKay, CPA Matthew McKay, CPA Boston, Massachusetts Details
Matthew McKay, CPA's Columbia Management Experience January 2014 - January 2015
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  January 2015 - Present
Columbia Management   January 2014 - January 2015
Deloitte  July 2012 - December 2013
Deloitte  January 2011 - May 2012
Staples  June 2010 - August 2011
Anthony M. DiMauro CPA   February 2010 - May 2010
Xiomara Lee PA   August 2009 - August 2009
Polo Ralph Lauren  July 2006 - June 2009
Bentley University  September 2008 - May 2009

Skills
Accounting, Tax, Tax Accounting, Corporate Tax, Tax Preparation, Microsoft Excel, CPA

Education
Boston College - Carroll School of Management   2011 — 2012
Masters, Accounting

Bentley University   2007 — 2011
Bachelors, Accounting, Earth Environment and Global Sustainability

Thomas Peck Thomas Peck Boston, Massachusetts Details
Thomas Peck's Columbia Management Experience December 2007 - December 2011
Job Real Estate Finance
Industry Real Estate
Experience
Arbor Commercial Mortgage  April 2013 - Present
Boston University Graduate School of Management  January 2011 - May 2013
The Exeter Companies   June 2012 - March 2013
Columbia Management   December 2007 - December 2011

Education
Boston University Graduate School of Management   2011 — 2013
Master of Business Administration (MBA), Finance

University of Rhode Island - College of Business Administration   2001 — 2005
Bachelor of Business Administration (BBA), Management and Marketing

Tucker Glavin Tucker Glavin New York, New York Details
Tucker Glavin's Columbia Management Experience 2007 - 2010
Job Managing Director, PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments  July 2013 - Present
Lord Abbett  2010 - 2013
Columbia Management   2007 - 2010
Fidelity Investments - Pyramis Global Advisors  1996 - 2006

Skills
Investments, Equities, Pension Funds, Alternative Investments, Asset Management, Financial Services, Fixed Income, Institutional..., Securities, ETFs, Series 7, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Management, Investment Advisory, Series 63, Portfolio Management, Wealth Management, Fund Of Funds, Capital Markets, Equity Research, Institutional Sales, Asset Managment, Corporate Law, Investment Strategies

Education
American School London
High School

Bentley University

RONDA KAMIN RONDA KAMIN Raleigh-Durham, North Carolina Area Details
RONDA KAMIN's Columbia Management Experience October 2005 - September 2013
Job MUTUAL FUND TAX COLUMBIA MANAGEMENT
Industry Financial Services
Experience
Columbia Management   October 2005 - September 2013
Deutsche Bank  June 2001 - October 2005
PriceWaterhouseCoopers  January 1997 - August 2001

Skills
Tax, Mutual Funds, Hedge Funds, Asset Management, Accounting, Financial Reporting, Investments, Financial Services, Risk Management, Microsoft Excel, Corporate Tax, Securities

Education
Bentley University
Accounting

Northeastern University

Joe Lahout Joe Lahout Greater Boston Area Details
Joe Lahout's Columbia Management Experience September 2008 - March 2009
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  April 2012 - Present
Sun Life Financial  January 2010 - March 2012
Columbia Management   September 2008 - March 2009

Skills
Series 7, Series 63, Mutual Funds

Education
Boston University Graduate School of Management   2012 — 2015
MBA

Boston College   2004 — 2008
B.S., Finance, Marketing (double major)

Alex Powers Alex Powers Greater New York City Area Details
Alex Powers's Columbia Management Experience 2007 - January 2013
Job Managing Director at Columbia Management
Industry Financial Services
Experience
GNY Insurance   January 2013 - Present
Columbia Management   2007 - January 2013
US Trust  July 1996 - 2007

Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Fixed Income

Education
New York University - Leonard N. Stern School of Business   1979 — 1983
MBA, Finance and Economics

Boston College   1975 — 1979
BA, Economics

Mark Siegrist Mark Siegrist Greater Boston Area Details
Mark Siegrist's Columbia Management Experience February 2006 - August 2008
Job Fixed Income Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  March 2012 - Present
MFS Investment Management  September 2008 - March 2012
Columbia Management   February 2006 - August 2008
State Street Bank  August 2003 - January 2006

Skills
Bloomberg, Fixed Income, Mutual Funds, Bonds, Derivatives, Securities, Asset Managment, Portfolio Management, Investments, Trading, Asset Management

Education
Boston University - School of Management   2010 — 2013
MBA, Finance

Manhattan College   1999 — 2003
Bachelor of Arts, Political Science

Eddie Miller Eddie Miller Greater Boston Area Details
Eddie Miller's Columbia Management Experience December 2007 - Present
Job Director, Institutional Product and Strategy, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management   December 2007 - Present
Putnam Investments  1997 - 2007

Education
Boston College
BA, English

Milton Academy

Bill Simpler Bill Simpler Greater Boston Area Details
Bill Simpler's Columbia Management Experience January 2004 - August 2006
Job Administrative and Finance Professional
Industry Higher Education
Experience
Akamai Technologies  March 2015 - Present
Boston University  2012 - 2012
Columbia Management   January 2004 - August 2006

Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, Accounting, Training, Talent Acquisition, Time Management, Budgets, Process Improvement, Leadership, Outlook, Social Media, Project Management, Applicant Tracking..., Healthcare, Market Research, PowerPoint, Strategic Planning, Customer Service, Recruiting, Marketing, Event Planning, Social Networking, Interviews, Employee Relations, Account Management, Nonprofits, Human Resources, Customer Satisfaction, Public Relations

Education
Boston College

Max Holiver Max Holiver Wellesley Hills, Massachusetts Details
Max Holiver's Columbia Management Experience October 2010 - August 2011
Job Small Business Sales Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial  February 2012 - Present
Xaverian Brothers High School  January 2009 - Present
Columbia Management   October 2010 - August 2011
Sun Life Financial  July 2007 - January 2009

Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Investments, 401k, Retirement Planning, Retirement, FINRA, Asset Allocation, Wealth Management, Insurance, Securities, Variable Annuities, Strategic Financial..., Separately Managed..., Life Insurance, Uniform Combined State..., Series 65

Education
Assumption College   2003 — 2007
Bachelors, Business Management, Minor - Political Science

Xaverian Brothers High School   1999 — 2003

Barry Connolly Barry Connolly New York, New York Details
Barry Connolly's Columbia Management Experience August 2005 - Present
Job High Yield Sales
Industry Financial Services
Experience
COLUMBIA MANAGEMENT ADVISORS LLC   September 2005 - Present
Columbia Management   August 2005 - Present
COLUMBIA MANAGEMENT ADVISORS LLC   August 2005 - Present
Fidelity Capital Markets  August 2004 - September 2005
ROYAL BANK OF CANADA  September 2003 - August 2004

Education
Boston College   1999 — 2003

Boston College
Bachelor of Arts, Political Science, Philosophy

Matthew Zick Matthew Zick Springfield, Massachusetts Area Details
Matthew Zick's Columbia Management Experience February 2008 - December 2012
Job Executive Vice President at Bay State Plumbing & Heating Supply
Industry Wholesale
Experience
Bay State Plumbing & Heating Supply   January 2002 - Present
ZocDoc  January 2013 - April 2014
Columbia Management   February 2008 - December 2012
Wolseley Inc.   November 2004 - February 2008
State Street Corporation  May 2002 - October 2004

Skills
Series 7, Series 66, Series 63, Series 6, Mutual Funds, Asset Managment, Financial Services, Retirement, 401k

Education
Babson College   2000 — 2002
Business Management, Finance and Investments

College of Charleston   1998 — 2000
BA, Business Management

Loomis Chafee   1997 — 1998
Post-Graduate Diploma, Business/Managerial Economics, Post-Graduate

Longmeadow High School   1993 — 1997

Roberta Boudreau Roberta Boudreau Greater Boston Area Details
Roberta Boudreau's Columbia Management Experience 2010 - May 2012
Job Consultant at Liberty Mutual Investments
Industry Information Technology and Services
Experience
Hasbro  January 2013 - September 2014
State Street Corporation  April 2012 - December 2012
Columbia Management   2010 - May 2012
State Street Corporation  September 2008 - September 2009
State Street Corporation  December 2007 - July 2008
Bentley College  2007 - 2007
State Street  July 2000 - December 2006
State Street Corporation  October 1994 - June 2000
CSC Consulting  1990 - June 1993

Skills
Requirements Analysis, Business Analysis, Integration, SDLC, Financial Services, Data Modeling, CRM, Software Documentation, Analysis, User Acceptance Testing, Business Requirements, Project Management, IT Management, Leadership, Unix, SQL, Databases, Management, eCommerce

Education
Bentley University
MSCIS

University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA

Gettysburg College
B.A.

Angela Streur Angela Streur Charlotte, North Carolina Area Details
Angela Streur's Columbia Management Experience
Job AVP, Sr Fixed Income Asst. at Columbia Management
Industry Financial Services
Experience
Columbia Management  

Skills
Asset Management, Lotus Notes, Investments, Management

Education
Arkansas State University   1994 — 1997

Erica Fotta Erica Fotta Greater Boston Area Details
Erica Fotta's Columbia Management Experience May 2007 - June 2010
Job Chief Administrative Officer, SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2010 - Present
Columbia Management   May 2007 - June 2010

Skills
Asset Management, Risk Management, Financial Services, Management, Mutual Funds, Strategic Planning, Administration, Compliance Management, Program Management, Vendor Management, Relationship Management, Client Services, Executive Reporting

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1994
Master of Business Administration (M.B.A.), Finance, General

Mount Holyoke College   1983 — 1987
Bachelor’s Degree

Greenwich High School   1980 — 1983

Jon Opsal Jon Opsal Greater Minneapolis-St. Paul Area Details
Jon Opsal's Columbia Management Experience 2006 - 2010
Job Experienced Program Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
Columbia Management   2006 - 2010
Ameriprise Financial  2003 - 2006
Ameriprise Financial  2000 - 2003
Ameriprise Financial  January 1998 - January 2000

Skills
Process Improvement, Mutual Funds, Business Analysis, Investments, Leadership, Strategic Financial..., Asset Management, Six Sigma, Financial Services, Vendor Management, Series 7

Education
Bethel University
Bachelor of Science, Business Management

Tom Waldron Tom Waldron Greater Boston Area Details
Tom Waldron's Columbia Management Experience November 2001 - December 2007
Job Regional Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners  May 2014 - Present
ATEL Securities Corporation  July 2013 - May 2014
RS Investments  December 2007 - June 2013
Columbia Management   November 2001 - December 2007
Columbia Management   February 1999 - November 2001
Putnam Investments  November 1995 - January 1999

Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities

Education
University College Dublin   1993 — 1994
Graduate Diploma in Business Studies, 2:1

St. Patrick's College, Maynooth   1989 — 1993
BA Double Honors, History/Sociology, 2:1

St Gerald's College (High School)   1983 — 1989
Leaving Certificate

Troy Sawyer Troy Sawyer Greater Minneapolis-St. Paul Area Details
Troy Sawyer's Columbia Management Experience February 1997 - Present
Job Manager Proxy Voting at Columbia Management
Industry Financial Services
Experience
Columbia Management   February 1997 - Present
Ameriprise Financial Services, Inc.   March 2005 - May 2006

Education
Bemidji State University   1992 — 1996
Business Administration, Concentration in Finance

Anne Silver Anne Silver Framingham, Massachusetts Details
Anne Silver's Columbia Management Experience August 2007 - Present
Job Director, Compliance at Columbia Management
Industry Investment Management
Experience
Columbia Management   August 2007 - Present

Education
New York University School of Law   1989 — 1992
Juris Doctor

Boston College   1985 — 1989
Bachelor of Arts (B.A.), English

Lori Meier (Gilbert) Lori Meier (Gilbert) Andover, Minnesota Details
Lori Meier (Gilbert)'s Columbia Management Experience May 2001 - Present
Job Business Project Coordinator at Ameriprise Financial Services
Industry Investment Management
Experience
Columbia Management   May 2001 - Present
Ameriprise Financial Services, Inc.   May 1988 - May 2001
Target  August 1987 - May 1988
Target  July 1980 - August 1987
Anoka Cinema   October 1977 - August 1983

Skills
Process Improvement, Financial Services, Business Analysis

Education
Anoka Technical College   1980 — 1982
Computer Programming/Business

Anoka Ramsey Community College   1979 — 1982
Legal Secretary, Law

Sharon Bahmuller Sharon Bahmuller Minneapolis, Minnesota Details
Sharon Bahmuller's Columbia Management Experience September 2004 - Present
Job Business Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Management   September 2004 - Present
Ameriprise Financial  2001 - 2004
American Express Retirement Services  1997 - 2001
TCF Financial Corporation  1996 - 1997
TCF Financial Corporation  1992 - 1996
TCF Financial Corporation  1989 - 1992
TCF Financial Corporation  July 1987 - 1989

Skills
Accounting, General Ledger, Accounts Payable, Auditing, Internal Controls, PeopleSoft, Internal Audit, Variance Analysis, Accruals, Process Improvement, Invoicing, Equities, Mutual Funds, Financial Risk

Education
Augsburg College
General Accounting

Northwestern College   1981 — 1985
Bachelor of Arts, Christian Education

Normandale Community College
Accounting and Economics

Courtney Canter Courtney Canter Greater New York City Area Details
Courtney Canter's Columbia Management Experience November 2004 - March 2007
Job Design Associate at Pimlico
Industry Financial Services
Experience
Pimlico   September 2014 - Present
Rosemary Hallgarten Inc   June 2012 - June 2014
Columbia Management   November 2004 - March 2007
State Street Global Advisors  April 2003 - November 2004
State Street Global Advisors  April 1999 - March 2003
State Street Global Advisors  November 1997 - March 1999

Skills
Investments, Securities, Trading, Mutual Funds, Credit, Analysis, Bonds, Management, Accounting, Account Reconciliation, Asset Allocation, Economics, Investment Banking

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor's degree, Finance, General

Boston Latin School   1987 — 1992

Anthony Braccio Anthony Braccio Boston, Massachusetts Details
Anthony Braccio's Columbia Management Experience July 2006 - August 2008
Job Vice President, Investment Compliance at State Street Global Advisor's
Industry Investment Management
Experience
State Street Global Advisor's  March 2015 - Present
JPMorgan Chase  November 2013 - February 2015
Loomis, Sayles & Company   August 2008 - August 2013
Columbia Management   July 2006 - August 2008

Education
Boston College   1986 — 1990
Bachelor's degree, Economics

Jenna Moen Jenna Moen Albertville, Minnesota Details
Jenna Moen's Columbia Management Experience September 2013 - October 2014
Job Director of Compliance and Operations at Integrated Equity Management
Industry Financial Services
Experience
Integrated Equity Management   October 2014 - Present
Columbia Management   September 2013 - October 2014
Ameriprise Financial Services, Inc.   September 2010 - September 2013
Ameriprise Financial Services, Inc.   September 2009 - September 2010
Anoka County  July 2004 - September 2009

Skills
Communication, Financial Services, Series 24, Leadership, Retirement, Financial Planning, Insurance, Mutual Funds, Series 7

Education
St. Cloud State University   2006 — 2008
Bachelor of Science (B.S.), Marketing

Anoka Ramsey Community College   2002 — 2006
Associate of Arts (A.A.), General Studies

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