Columbia Management Group
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1972 Parent organization: Ameriprise Financial Subsidiaries: The Lionstone Group,
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Columbia Management Group Employees
Employee
Years
Job
Industry
Scott J. Drysdale Scott J. Drysdale's Columbia Management Group Experience May 1994 - September 2004
Job President, Drysdale Financial Services
Industry Investment Management
Experience
Drysdale Financial Services February 2013 - Present
The Northern Trust Company October 2013 - July 2015
Vaughan Nelson Investment Management (Natixis) October 2011 - February 2013
Invesco Ltd. March 2008 - April 2011
Sanders Morris Harris February 2007 - February 2008
Street Paladin, llc October 2005 - February 2007
Columbia Management Group May 1994 - September 2004
First Interstate Bank (Wells Fargo) July 1987 - April 1994
Birr, Wilson & Co July 1985 - July 1987
Boettcher & Co August 1982 - June 1985
Skills
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, ETFs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional..., Hedging, Client Relationship..., Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management..., Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance
Washington State University 1971 — 1975
BA, Hotel & Restaurant Administration
Drysdale Financial Services February 2013 - Present
The Northern Trust Company October 2013 - July 2015
Vaughan Nelson Investment Management (Natixis) October 2011 - February 2013
Invesco Ltd. March 2008 - April 2011
Sanders Morris Harris February 2007 - February 2008
Street Paladin, llc October 2005 - February 2007
Columbia Management Group May 1994 - September 2004
First Interstate Bank (Wells Fargo) July 1987 - April 1994
Birr, Wilson & Co July 1985 - July 1987
Boettcher & Co August 1982 - June 1985
Skills
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, ETFs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional..., Hedging, Client Relationship..., Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management..., Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance
Washington State University 1971 — 1975
BA, Hotel & Restaurant Administration
Mary Layton Mary Layton's Columbia Management Group Experience July 2003 - December 2004
Job Web Content Specialist at Passport Online Inc.
Industry Writing and Editing
Experience
Passport Online Inc. July 2015 - Present
Kramer Vineyards, Inc. March 2014 - September 2014
Yahoo! Search Marketing September 2005 - June 2014
Columbia Management Group July 2003 - December 2004
Southeastern Louisiana University August 2001 - December 2002
Skills
Microsoft Adcenter..., SEO, Social Media Marketing, SEM, PPC, Project Management, Copywriting, Web Marketing, Editing, Online Advertising, Display Advertising, Training, Web Analytics, Management, Marketing, Graphic Design, Advertising, Digital Marketing, Digital Media, Creative Writing, Digital Strategy
Education
Southeastern Louisiana University 1997 — 2001
BA, English, Technical Writing
Passport Online Inc. July 2015 - Present
Kramer Vineyards, Inc. March 2014 - September 2014
Yahoo! Search Marketing September 2005 - June 2014
Columbia Management Group July 2003 - December 2004
Southeastern Louisiana University August 2001 - December 2002
Skills
Microsoft Adcenter..., SEO, Social Media Marketing, SEM, PPC, Project Management, Copywriting, Web Marketing, Editing, Online Advertising, Display Advertising, Training, Web Analytics, Management, Marketing, Graphic Design, Advertising, Digital Marketing, Digital Media, Creative Writing, Digital Strategy
Education
Southeastern Louisiana University 1997 — 2001
BA, English, Technical Writing
Patrick Meek, MBA Patrick Meek, MBA's Columbia Management Group Experience 2001 - 2003
Job Seeking my next great career opportunity!
Industry Hospital & Health Care
Experience
YES! Communities March 2015 - Present
Rio Tinto July 2014 - September 2014
Norgren February 2014 - July 2014
CoBank January 2014 - February 2014
Kaiser Permanente January 2013 - June 2013
Epic Technologies January 2012 - August 2012
Red Robin January 2008 - January 2011
Bank of the West 2005 - 2008
Fifth Third BANK 2004 - 2005
Columbia Management Group 2001 - 2003
Skills
Mutual Funds, 529 Plans, 401 K Rollovers, IRA's, IRA Rollovers, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Market Research, Data Research, Financial Forecasting, Budgeting, Budget Analysis, Trend Analysis, Forecast Modeling, Food Service, IRAs, Competitive Analysis, Internal Audit, Marketing Strategy, Auditing, Strategic Financial..., Management, Budgets, Financial Services, Investments, Cash Flow, Account Reconciliation, Marketing, Forecasting, Finance, PowerPoint, Leadership, Microsoft Excel, Financial Reporting, Analysis, Sales, P&L
Education
Regis University 2002 — 2004
MBA, Finance & Accounting
YES! Communities March 2015 - Present
Rio Tinto July 2014 - September 2014
Norgren February 2014 - July 2014
CoBank January 2014 - February 2014
Kaiser Permanente January 2013 - June 2013
Epic Technologies January 2012 - August 2012
Red Robin January 2008 - January 2011
Bank of the West 2005 - 2008
Fifth Third BANK 2004 - 2005
Columbia Management Group 2001 - 2003
Skills
Mutual Funds, 529 Plans, 401 K Rollovers, IRA's, IRA Rollovers, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Market Research, Data Research, Financial Forecasting, Budgeting, Budget Analysis, Trend Analysis, Forecast Modeling, Food Service, IRAs, Competitive Analysis, Internal Audit, Marketing Strategy, Auditing, Strategic Financial..., Management, Budgets, Financial Services, Investments, Cash Flow, Account Reconciliation, Marketing, Forecasting, Finance, PowerPoint, Leadership, Microsoft Excel, Financial Reporting, Analysis, Sales, P&L
Education
Regis University 2002 — 2004
MBA, Finance & Accounting
Noah Petrucci, CFA Noah Petrucci, CFA's Columbia Management Group Experience February 2002 - September 2012
Job Portfolio Manager at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Alex Swartwood's Columbia Management Group Experience October 2004 - January 2011
Job Vice President at Institutional Cash Distributors (ICD)
Industry Financial Services
Experience
Institutional Cash Distributors January 2011 - Present
Columbia Management Group October 2004 - January 2011
Waban Partners 2002 - 2005
Skills
Investments, Fixed Income, Series 7
Education
Denison University 1984 — 1988
BA, History
Kent School 1982 — 1984
Fay School 1975 — 1980
Institutional Cash Distributors January 2011 - Present
Columbia Management Group October 2004 - January 2011
Waban Partners 2002 - 2005
Skills
Investments, Fixed Income, Series 7
Education
Denison University 1984 — 1988
BA, History
Kent School 1982 — 1984
Fay School 1975 — 1980
John Reohr John Reohr's Columbia Management Group Experience October 2008 - March 2009
Job Senior Fixed Income Portfolio Manager
Industry Investment Management
Experience
Self Employed June 2010 - Present
Columbia Management Group October 2008 - March 2009
Cambridge Place Investment Management May 2003 - October 2007
Bracebridge Capital April 2002 - May 2003
State Street Global Advisors December 1996 - April 2002
State Street Global Advisors April 1993 - December 1996
Federal Home Loan Bank June 1992 - April 1993
Continental Bank and Trust Company March 1989 - September 1990
Illinois Company Investments June 1988 - March 1989
Lehman Brothers October 1983 - January 1988
Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Asset Management, Bonds, Structured Products, Trading, ABS, Investment Banking, Securitization, Asset Managment, Credit Portfolio..., Credit Analysis, CMBS, MBS, Derivatives, Intex, Trepp, Yield book, Microsoft Excel, Enhanced Cash, Money Market, Structured Finance, Valuation, Investments, single name and index..., Financial Risk, Bloomberg, Portable Alpha, Asset Allocation, Client Presentation, Management, Risk Management, Team Leadership, Short-term bond, Corporate bond, Cash Flow Forecasting, Client Relations, Product Marketing
Education
The University of Chicago 1989 — 1991
M.B.A, Financial Management
Dickinson College 1979 — 1983
B.A, Political Science
Self Employed June 2010 - Present
Columbia Management Group October 2008 - March 2009
Cambridge Place Investment Management May 2003 - October 2007
Bracebridge Capital April 2002 - May 2003
State Street Global Advisors December 1996 - April 2002
State Street Global Advisors April 1993 - December 1996
Federal Home Loan Bank June 1992 - April 1993
Continental Bank and Trust Company March 1989 - September 1990
Illinois Company Investments June 1988 - March 1989
Lehman Brothers October 1983 - January 1988
Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Asset Management, Bonds, Structured Products, Trading, ABS, Investment Banking, Securitization, Asset Managment, Credit Portfolio..., Credit Analysis, CMBS, MBS, Derivatives, Intex, Trepp, Yield book, Microsoft Excel, Enhanced Cash, Money Market, Structured Finance, Valuation, Investments, single name and index..., Financial Risk, Bloomberg, Portable Alpha, Asset Allocation, Client Presentation, Management, Risk Management, Team Leadership, Short-term bond, Corporate bond, Cash Flow Forecasting, Client Relations, Product Marketing
Education
The University of Chicago 1989 — 1991
M.B.A, Financial Management
Dickinson College 1979 — 1983
B.A, Political Science
David P. Brady, CFA, CIC David P. Brady, CFA, CIC's Columbia Management Group Experience November 1994 - March 2002
Job President at Brady Investment Counsel LLC
Industry Financial Services
Experience
Brady Investment Counsel LLC March 2003 - Present
COLUMBIA MANAGEMENT GROUP November 1994 - March 2002
STATE FARM INSURANCE COMPANIES 1986 - 1993
Skills
Strategic Planning, Mutual Funds, Portfolio Management, Fixed Income, Private Equity, Investments, Analysis, Financial Modeling, Selling, Market Research, Asset Management, Management, Hedge Funds, Equities, Due Diligence, Alternative Investments, Capital Markets, Asset Allocation, Wealth Management, Investment Management, Valuation, Financial Analysis, Investment Strategies, Microsoft Excel, Finance
Education
The University of Chicago 1986 — 1989
MBA, FINANCE
University of Arizona 1982 — 1986
B.S., FINANCE
Brady Investment Counsel LLC March 2003 - Present
COLUMBIA MANAGEMENT GROUP November 1994 - March 2002
STATE FARM INSURANCE COMPANIES 1986 - 1993
Skills
Strategic Planning, Mutual Funds, Portfolio Management, Fixed Income, Private Equity, Investments, Analysis, Financial Modeling, Selling, Market Research, Asset Management, Management, Hedge Funds, Equities, Due Diligence, Alternative Investments, Capital Markets, Asset Allocation, Wealth Management, Investment Management, Valuation, Financial Analysis, Investment Strategies, Microsoft Excel, Finance
Education
The University of Chicago 1986 — 1989
MBA, FINANCE
University of Arizona 1982 — 1986
B.S., FINANCE
Peter Fleming Peter Fleming's Columbia Management Group Experience September 1997 - Present
Job Senior Bond Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management Group September 1997 - Present
Tucker Anthony Incorporated September 1996 - September 1997
Fidelity Management and Research Company March 1994 - September 1996
Fidelity Management and Trust Company July 1992 - March 1994
Fidelity Management & Trust Company December 1991 - July 1992
Fidelity Management & Trust Company March 1991 - December 1991
Fidelity Management & Research Company November 1989 - February 1991
Brown Brothers Harriman & Company July 1988 - May 1989
UeberseeBank AG July 1987 - October 1987
Skills
Portfolio Management, Fixed Income, Mutual Funds, Bonds, High Yield, Securities, Hedging, Hedge Funds, Derivatives, Options, Trading, Investments, Analysis, Investment Strategies, Asset Management, Investment Management, Financial Risk, Financial Services, Swaps
Education
Suffolk University 1995 — 1997
MSF, Finance
American College of Switzerland 1984 — 1987
Bachelors of Science, International Finance
Dean College 1982 — 1984
Business
Columbia Management Group September 1997 - Present
Tucker Anthony Incorporated September 1996 - September 1997
Fidelity Management and Research Company March 1994 - September 1996
Fidelity Management and Trust Company July 1992 - March 1994
Fidelity Management & Trust Company December 1991 - July 1992
Fidelity Management & Trust Company March 1991 - December 1991
Fidelity Management & Research Company November 1989 - February 1991
Brown Brothers Harriman & Company July 1988 - May 1989
UeberseeBank AG July 1987 - October 1987
Skills
Portfolio Management, Fixed Income, Mutual Funds, Bonds, High Yield, Securities, Hedging, Hedge Funds, Derivatives, Options, Trading, Investments, Analysis, Investment Strategies, Asset Management, Investment Management, Financial Risk, Financial Services, Swaps
Education
Suffolk University 1995 — 1997
MSF, Finance
American College of Switzerland 1984 — 1987
Bachelors of Science, International Finance
Dean College 1982 — 1984
Business
Gerald Willett's Columbia Management Group Experience May 2002 - August 2003
Job Insurance Services, Client Account Operations at State Street Bank
Industry Financial Services
Experience
State Street Bank December 2013 - Present
Charles Schwab 2006 - 2009
Great West Life & Annuity June 2005 - April 2006
Columbia Management Group May 2002 - August 2003
TIAA-CREF July 1999 - April 2000
American Century and The Benham Group April 1992 - July 1999
Skills
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, PowerPoint, Account Management, Microsoft Word, Process Improvement, Management, Mutual Funds, Strategic Financial..., Client Services, Help Desk Support, Financial Planning, Retirement Planning, Insurance
Education
Humboldt State University 1986 — 1988
Bachelor, Business Administration; Business Administration; Marketing and Finance
Foothill Community College 1983 — 1986
Associate, Business Administration; Business Administration
State Street Bank December 2013 - Present
Charles Schwab 2006 - 2009
Great West Life & Annuity June 2005 - April 2006
Columbia Management Group May 2002 - August 2003
TIAA-CREF July 1999 - April 2000
American Century and The Benham Group April 1992 - July 1999
Skills
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, PowerPoint, Account Management, Microsoft Word, Process Improvement, Management, Mutual Funds, Strategic Financial..., Client Services, Help Desk Support, Financial Planning, Retirement Planning, Insurance
Education
Humboldt State University 1986 — 1988
Bachelor, Business Administration; Business Administration; Marketing and Finance
Foothill Community College 1983 — 1986
Associate, Business Administration; Business Administration
Beth Sumner Strange Beth Sumner Strange's Columbia Management Group Experience 2001 - 2005
Job Channel Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
Maria (Anasis) Hatziyiannis Maria (Anasis) Hatziyiannis's Columbia Management Group Experience October 1997 - March 2005
Job Investment Reporting Analyst at CTC | myCFO
Industry Investment Management
Experience
Morley Financial Services, Inc. May 2015 - Present
CTC myCFO December 2013 - April 2015
Tygh Capital Management June 2007 - December 2013
U.S. Bank May 2005 - May 2007
Columbia Management Group October 1997 - March 2005
Skills
Microsoft Office, Axys, Thomson One Analytics, Sungard GMI, Investments, Equities, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Private Equity, Customer Service, Microsoft Excel, PowerPoint
Education
Portland State University 1993 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Morley Financial Services, Inc. May 2015 - Present
CTC myCFO December 2013 - April 2015
Tygh Capital Management June 2007 - December 2013
U.S. Bank May 2005 - May 2007
Columbia Management Group October 1997 - March 2005
Skills
Microsoft Office, Axys, Thomson One Analytics, Sungard GMI, Investments, Equities, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Private Equity, Customer Service, Microsoft Excel, PowerPoint
Education
Portland State University 1993 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Jane Bergman Jane Bergman's Columbia Management Group Experience January 1996 - January 2005
Job Demo Team Member at Whole Foods Market, Newtonville
Industry Food & Beverages
Experience
Self Employed January 2010 - Present
Whole Foods Market January 2010 - January 2014
Eagle Investment Systems January 2005 - January 2010
Columbia Management Group January 1996 - January 2005
John Hancock Mutual Life Insurance January 1989 - January 1996
Computer System Architects January 1987 - January 1988
Wellesley College January 1986 - January 1987
Skills
Fixed Income, Mutual Funds, Cooking, Equities, Financial Services
Education
Boston University Questrom School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Wellesley College 1982 — 1986
Bachelor's Degree, Religion/Religious Studies and Studio Art
Self Employed January 2010 - Present
Whole Foods Market January 2010 - January 2014
Eagle Investment Systems January 2005 - January 2010
Columbia Management Group January 1996 - January 2005
John Hancock Mutual Life Insurance January 1989 - January 1996
Computer System Architects January 1987 - January 1988
Wellesley College January 1986 - January 1987
Skills
Fixed Income, Mutual Funds, Cooking, Equities, Financial Services
Education
Boston University Questrom School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Wellesley College 1982 — 1986
Bachelor's Degree, Religion/Religious Studies and Studio Art
Jennifer Spinner Jennifer Spinner's Columbia Management Group Experience May 2000 - July 2002
Job Senior Financial Analyst at Johns Hopkins University School of Medicine
Industry Accounting
Experience
Johns Hopkins University- School of Medicine October 2014 - Present
The Beach Company October 2008 - September 2014
Ryland Homes September 2007 - August 2008
McGinn Smith & Company, Inc October 2005 - March 2007
Credit Suisse First Boston April 2005 - September 2005
Fortress Investment Group August 2004 - April 2005
Prima Capital Advisors May 2004 - July 2004
Midland Loan Services November 2002 - May 2004
Columbia Management Group May 2000 - July 2002
Advance Labor Theory January 1999 - January 2000
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Budgets, Accounts Payable, Accounts Receivable, Valuation, Auditing, Cash Flow, Asset Management, Analysis, Payroll, Journal Entries, Cost Accounting, Real Estate, Accruals, Financial Analysis, Bank Reconciliation
Education
Florida State University 2010 — 2012
MBA, Finance
Stony Brook University
B.A, Economics/Political Science (Double Major)
Johns Hopkins University- School of Medicine October 2014 - Present
The Beach Company October 2008 - September 2014
Ryland Homes September 2007 - August 2008
McGinn Smith & Company, Inc October 2005 - March 2007
Credit Suisse First Boston April 2005 - September 2005
Fortress Investment Group August 2004 - April 2005
Prima Capital Advisors May 2004 - July 2004
Midland Loan Services November 2002 - May 2004
Columbia Management Group May 2000 - July 2002
Advance Labor Theory January 1999 - January 2000
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Budgets, Accounts Payable, Accounts Receivable, Valuation, Auditing, Cash Flow, Asset Management, Analysis, Payroll, Journal Entries, Cost Accounting, Real Estate, Accruals, Financial Analysis, Bank Reconciliation
Education
Florida State University 2010 — 2012
MBA, Finance
Stony Brook University
B.A, Economics/Political Science (Double Major)
Yaqub Ahmed's Columbia Management Group Experience June 2002 - August 2009
Job Head of InvestmentOnly DivisionU.S at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2009 - Present
Columbia Management Group June 2002 - August 2009
Skills
Mutual Funds, Alternative Investments, Retirement, 401k, Asset Management, Series 7, Asset Allocation, Management, Retirement Planning, ETFs, Business Planning, Investment Management, Investment Strategies, Relationship Management, Investment Advisory, Securities, Financial Advisory, Defined Benefit, ERISA, Investments, Strategic Planning, Retirement Plan..., Asset Managment, Financial Analysis, Financial Services, Profit Sharing, Pension Funds, Institutional..., Qualified Retirement..., Hedge Funds, Defined Contribution
Education
Boston University 1989 — 1993
BA, Political Science
Worthington 1986 — 1989
High School
Franklin Templeton Investments August 2009 - Present
Columbia Management Group June 2002 - August 2009
Skills
Mutual Funds, Alternative Investments, Retirement, 401k, Asset Management, Series 7, Asset Allocation, Management, Retirement Planning, ETFs, Business Planning, Investment Management, Investment Strategies, Relationship Management, Investment Advisory, Securities, Financial Advisory, Defined Benefit, ERISA, Investments, Strategic Planning, Retirement Plan..., Asset Managment, Financial Analysis, Financial Services, Profit Sharing, Pension Funds, Institutional..., Qualified Retirement..., Hedge Funds, Defined Contribution
Education
Boston University 1989 — 1993
BA, Political Science
Worthington 1986 — 1989
High School
Alan Bryant's Columbia Management Group Experience November 1999 - August 2005
Job
Industry Investment Management
Experience
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
Ann Jhun's Columbia Management Group Experience May 2000 - April 2003
Job Owner at The Sackett
Industry Publishing
Experience
The Sackett February 2009 - Present
Freelance Bookkeeper October 2010 - Present
CITY Magazine November 2004 - December 2008
Columbia Management Group May 2000 - April 2003
Speed Management January 1998 - December 1999
Skills
Wine, Microsoft Excel, Marketing Strategy, Spirits, Sales, Event Management, Bookkeeping, QuickBooks
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2017
Master of Business Administration (MBA), Accounting
Hofstra University 1995 — 1998
Liberal Arts, English, Music & Comm
Stony Brook University 1993 — 1995
The Sackett February 2009 - Present
Freelance Bookkeeper October 2010 - Present
CITY Magazine November 2004 - December 2008
Columbia Management Group May 2000 - April 2003
Speed Management January 1998 - December 1999
Skills
Wine, Microsoft Excel, Marketing Strategy, Spirits, Sales, Event Management, Bookkeeping, QuickBooks
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2017
Master of Business Administration (MBA), Accounting
Hofstra University 1995 — 1998
Liberal Arts, English, Music & Comm
Stony Brook University 1993 — 1995
Kathleen (Davin) Davin's Columbia Management Group Experience April 2001 - June 2006
Job Administration
Industry Banking
Experience
Santander Bank, N.A. November 2013 - Present
Sovereign Bank February 2013 - Present
Santander Bank, N.A. November 2012 - Present
Cell Press/Elsevier August 2012 - Present
JPMorgan Chase May 2011 - July 2011
State Street Bank and Trust July 2007 - October 2010
Navigant Consulting, Inc June 2006 - July 2007
Columbia Management Group April 2001 - June 2006
Bank of America April 2000 - June 2006
Bank of America 2001 - 2006
Skills
Compliance, Asset Management, Due Diligence, Investments, Audit, Risk Management, Mutual Funds, Process Improvement, Documentation, Administration, General Office Duties, Compliance Management, Regulatory Risk, Risk Monitoring, Risk Measurement, Compliance Testing, Issues Resolution, Auditing, System Administration
Education
2002- 2006UNIVERSITY OF MASSACHUSETTS 2002 — 2006
MASTERS, BUSINESS ADMINISTRATION
Emerson College 1994 — 1997
BACHELOR OF SCIENCE (B.S), Communication Studies
American Academy of Dramatic Arts 1992 — 1995
ACTING
Bosotn University
Santander Bank, N.A. November 2013 - Present
Sovereign Bank February 2013 - Present
Santander Bank, N.A. November 2012 - Present
Cell Press/Elsevier August 2012 - Present
JPMorgan Chase May 2011 - July 2011
State Street Bank and Trust July 2007 - October 2010
Navigant Consulting, Inc June 2006 - July 2007
Columbia Management Group April 2001 - June 2006
Bank of America April 2000 - June 2006
Bank of America 2001 - 2006
Skills
Compliance, Asset Management, Due Diligence, Investments, Audit, Risk Management, Mutual Funds, Process Improvement, Documentation, Administration, General Office Duties, Compliance Management, Regulatory Risk, Risk Monitoring, Risk Measurement, Compliance Testing, Issues Resolution, Auditing, System Administration
Education
2002- 2006UNIVERSITY OF MASSACHUSETTS 2002 — 2006
MASTERS, BUSINESS ADMINISTRATION
Emerson College 1994 — 1997
BACHELOR OF SCIENCE (B.S), Communication Studies
American Academy of Dramatic Arts 1992 — 1995
ACTING
Bosotn University
Tony Nichols's Columbia Management Group Experience November 1996 - October 2003
Job Regional Sales Manager at Bridgewell Resources LLC
Industry Financial Services
Experience
Bridgewell Resources LLC March 2013 - Present
FocusPoint Solutions January 2009 - March 2013
FocusPoint Solutions May 2006 - January 2009
Datalynx/Fiserv Trust Company July 2004 - May 2006
Columbia Management Group November 1996 - October 2003
Bank of America/Columbia Management 1998 - 2003
Crabbe Huson Funds 1996 - 1998
Skills
Management
Education
Kansas State University
Bachelor of Applied Science (BASc), Economics
The University of Kansas
Bridgewell Resources LLC March 2013 - Present
FocusPoint Solutions January 2009 - March 2013
FocusPoint Solutions May 2006 - January 2009
Datalynx/Fiserv Trust Company July 2004 - May 2006
Columbia Management Group November 1996 - October 2003
Bank of America/Columbia Management 1998 - 2003
Crabbe Huson Funds 1996 - 1998
Skills
Management
Education
Kansas State University
Bachelor of Applied Science (BASc), Economics
The University of Kansas
Al Copersino's Columbia Management Group Experience August 2012 - Present
Job Senior Equity Research Analyst at Columbia Management Group
Industry Investment Management
Experience
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Anne Keys's Columbia Management Group Experience 2002 - 2004
Job Experienced Project Manager and Sr. Business Analyst
Industry Financial Services
Experience
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Lance Pan's Columbia Management Group Experience October 1999 - March 2003
Job Director of Investment Research & Strategy at Capital Advisors
Industry Investment Management
Experience
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Joseph Turo's Columbia Management Group Experience 2001 - 2003
Job Deputy General Counsel at Loomis Sayles & Company
Industry Investment Management
Experience
Loomis Sayles & Company August 2003 - Present
Columbia Management Group (Fleet) 2001 - 2003
Columbia Management Group 2001 - 2003
Fleet Financial Group 1997 - 2003
Ropes & Gray LLP 1992 - 1997
Education
University of Chicago Law School 1989 — 1992
Doctor of Law (JD)
Providence College 1985 — 1989
Bachelor of Arts (B.A.)
Loomis Sayles & Company August 2003 - Present
Columbia Management Group (Fleet) 2001 - 2003
Columbia Management Group 2001 - 2003
Fleet Financial Group 1997 - 2003
Ropes & Gray LLP 1992 - 1997
Education
University of Chicago Law School 1989 — 1992
Doctor of Law (JD)
Providence College 1985 — 1989
Bachelor of Arts (B.A.)
Laurie Allard's Columbia Management Group Experience 1994 - 2004
Job VP, Compensation Manager
Industry Financial Services
Experience
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Eaton Vance June 2004 - Present
Columbia Management Group 1994 - 2004
Massachusetts Financial Services 1986 - 1994
Skills
Talent Management, Strategic Planning, Performance Management, Deferred Compensation, Employee Benefits, Management
Education
University of New Hampshire 1978 — 1982
Bachelors, Psychology
Marblehead High School 1974 — 1978
High school
Paul Isenberg, CFA's Columbia Management Group Experience August 1999 - January 2006
Job Product Manager at Scivantage
Industry Investment Management
Experience
Scivantage November 2009 - Present
Brown Brothers Harriman April 2008 - February 2009
Eagle Investment Systems January 2006 - April 2008
Columbia Management Group August 1999 - January 2006
Putnam Investments April 1996 - August 1999
Skills
Fixed Income, Middle Office, Corporate Actions, Bloomberg, Asset Managment, Mutual Funds, Investments, Equities, Securities, Portfolio Management, Hedge Funds, Derivatives, Trading, Series 7, Financial Services, FX Options, Risk Management, Wealth Management, Alternative Investments, Business Analysis, Business Requirements, Back Office, Trading Systems, Electronic Trading, Market Data
Education
Boston University Questrom School of Business 2003 — 2004
MS, Investment Management
Boston University 1987 — 1994
BA, Philosophy
Noble & Greenough 1981 — 1987
Meadowbrook School 1973 — 1981
Scivantage November 2009 - Present
Brown Brothers Harriman April 2008 - February 2009
Eagle Investment Systems January 2006 - April 2008
Columbia Management Group August 1999 - January 2006
Putnam Investments April 1996 - August 1999
Skills
Fixed Income, Middle Office, Corporate Actions, Bloomberg, Asset Managment, Mutual Funds, Investments, Equities, Securities, Portfolio Management, Hedge Funds, Derivatives, Trading, Series 7, Financial Services, FX Options, Risk Management, Wealth Management, Alternative Investments, Business Analysis, Business Requirements, Back Office, Trading Systems, Electronic Trading, Market Data
Education
Boston University Questrom School of Business 2003 — 2004
MS, Investment Management
Boston University 1987 — 1994
BA, Philosophy
Noble & Greenough 1981 — 1987
Meadowbrook School 1973 — 1981
Greg Shell's Columbia Management Group Experience ConsultantBain & Co2001 - 2003
Job Sr. Equity Analyst at Columbia Management Group
Industry Investment Management
Experience
Columbia Management Group ConsultantBain & Co2001 - 2003
Education
Harvard Business School 1999 — 2001
Columbia Management Group ConsultantBain & Co2001 - 2003
Education
Harvard Business School 1999 — 2001
Dennis Norton's Columbia Management Group Experience July 2005 - June 2008
Job Legal Analyst at JPMorganChase
Industry Financial Services
Experience
JPMorganChase May 2014 - Present
Viacom April 2014 - May 2014
Delaware North Company August 2010 - February 2014
State Street Global Markets July 2013 - December 2013
Abine, Inc. 2012 - 2012
Columbia Management Group July 2005 - June 2008
JP Morgan Invest LLC May 2001 - July 2005
Brown & Company September 1998 - May 2001
Skills
Trading, Hedge Funds, Settlement, Equities, Cash, Reconciliation, Fixed Income, FX, Traders, Securities, Mutual Funds, Account Reconciliation, FX Options
Education
Salem State College
JPMorganChase May 2014 - Present
Viacom April 2014 - May 2014
Delaware North Company August 2010 - February 2014
State Street Global Markets July 2013 - December 2013
Abine, Inc. 2012 - 2012
Columbia Management Group July 2005 - June 2008
JP Morgan Invest LLC May 2001 - July 2005
Brown & Company September 1998 - May 2001
Skills
Trading, Hedge Funds, Settlement, Equities, Cash, Reconciliation, Fixed Income, FX, Traders, Securities, Mutual Funds, Account Reconciliation, FX Options
Education
Salem State College
Daniel Hinchey, CFA CFP's Columbia Management Group Experience June 2000 - February 2006
Job Vice President at Fidelity Prime Brokerage
Industry Financial Services
Experience
Fidelity Prime Brokerage February 2008 - Present
Banc of America Investment Services, Inc. February 2006 - February 2008
Columbia Management Group June 2000 - February 2006
John Hancock Financial Services October 1998 - May 2000
Investors Bank & Trust October 1996 - October 1998
Skills
Prime Brokerage, Hedge Funds, Estate Planning, Financial Planning, Personal Tax Planning, Series 7, Series 66, Alternative Investments, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Insurance Planning
Education
Bryant University 1992 — 1996
B.S/B.A, Finance
Andover High School
Fidelity Prime Brokerage February 2008 - Present
Banc of America Investment Services, Inc. February 2006 - February 2008
Columbia Management Group June 2000 - February 2006
John Hancock Financial Services October 1998 - May 2000
Investors Bank & Trust October 1996 - October 1998
Skills
Prime Brokerage, Hedge Funds, Estate Planning, Financial Planning, Personal Tax Planning, Series 7, Series 66, Alternative Investments, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Insurance Planning
Education
Bryant University 1992 — 1996
B.S/B.A, Finance
Andover High School
Glenn Dellinger, CFA's Columbia Management Group Experience September 2004 - September 2008
Job Corporate Credit Analyst at SunTrust Bank Wealth and Investment Management
Industry Investment Management
Experience
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
Dwana Billings-Watson's Columbia Management Group Experience 1997 - 2004
Job Sr. Account Management Coordinator at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management Home & School Committee PresidentSacred Heart School2010 - 2011
MFS Investment Management 2004 - 2010
Columbia Management Group 1997 - 2004
Education
Emmanuel College 1999 — 2003
Bachelors, Arts & Sciences
MFS Investment Management Home & School Committee PresidentSacred Heart School2010 - 2011
MFS Investment Management 2004 - 2010
Columbia Management Group 1997 - 2004
Education
Emmanuel College 1999 — 2003
Bachelors, Arts & Sciences
Don Stroube's Columbia Management Group Experience 1998 - 2004
Job Investment Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Carter Sims's Columbia Management Group Experience 1999 - 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
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
Martha E. Fox's Columbia Management Group Experience 2001 - 2004
Job at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
David Houlihan's Columbia Management Group Experience 1997 - 2007
Job Investigator at Counter Group
Industry Legal Services
Experience
Counter Group March 2009 - Present
OppenheimerFunds August 2007 - January 2009
Columbia Management Group 1997 - 2007
Skills
Compliance, Litigation Support, Customer Service, Leadership, Fraud, Policy, Insurance, Litigation, Investigation, Risk Management, Corporate Law, Interviews, Management, Software Documentation, Investments, Private Investigations, Legal Writing, Mutual Funds, Process Improvement
Education
Quinnipiac University 1990 — 1994
Bacherlor of Arts, Communications
Counter Group March 2009 - Present
OppenheimerFunds August 2007 - January 2009
Columbia Management Group 1997 - 2007
Skills
Compliance, Litigation Support, Customer Service, Leadership, Fraud, Policy, Insurance, Litigation, Investigation, Risk Management, Corporate Law, Interviews, Management, Software Documentation, Investments, Private Investigations, Legal Writing, Mutual Funds, Process Improvement
Education
Quinnipiac University 1990 — 1994
Bacherlor of Arts, Communications
Dan Tunstall's Columbia Management Group Experience January 1999 - October 2006
Job Special Projects at Millennium Trust in Oak Brook, IL
Industry Information Technology and Services
Experience
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Jeff Sewell's Columbia Management Group Experience February 2003 - January 2006
Job Senior Business Systems Analyst at BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon Asset Management April 2012 - Present
Charles River Development June 2010 - April 2012
Lewtan Technologies March 2006 - June 2010
Columbia Management Group February 2003 - January 2006
Ajilon Consulting Group December 1999 - November 2003
John Hancock Advisors, Inc July 1998 - December 1999
Scudder Kemper Investments August 1996 - July 1998
Chase Global Funds Services Company July 1995 - August 1996
Skills
Product Management, Functional..., Cross-functional Team..., Requirements Gathering, Order Management, Prioritization, Portfolio Management, Project Plans, Product Development, Analytics, Business Requirements, Business Analysis, Fixed Income, User Acceptance Testing, Strategic Business, Requirements Analysis, Metrics, Deliverables, Rollout, Product Marketing, SDLC, Quality Assurance, Trading, Business Modeling, Data Management, Process Improvement, Market Research, Customer Relations, Product Strategy, Agile, Agile Project Management, Vendor Management, Software Project..., Visio, Pricing, MS Project, Software Implementation, Program Management, Business Strategy, Scrum, Product Launch, Business Process, Project Planning, Team Leadership, Integration, Vendor Relations, Data Analysis, Problem Solving, Team Management, SQL
Education
Bentley College
Masters, Information Technology; Computer Information Systems
Northeastern University
Certified Systems Specialist, Engineering and Technology
University of Maine 1989 — 1993
BS, Political Science/Economics
BNY Mellon Asset Management April 2012 - Present
Charles River Development June 2010 - April 2012
Lewtan Technologies March 2006 - June 2010
Columbia Management Group February 2003 - January 2006
Ajilon Consulting Group December 1999 - November 2003
John Hancock Advisors, Inc July 1998 - December 1999
Scudder Kemper Investments August 1996 - July 1998
Chase Global Funds Services Company July 1995 - August 1996
Skills
Product Management, Functional..., Cross-functional Team..., Requirements Gathering, Order Management, Prioritization, Portfolio Management, Project Plans, Product Development, Analytics, Business Requirements, Business Analysis, Fixed Income, User Acceptance Testing, Strategic Business, Requirements Analysis, Metrics, Deliverables, Rollout, Product Marketing, SDLC, Quality Assurance, Trading, Business Modeling, Data Management, Process Improvement, Market Research, Customer Relations, Product Strategy, Agile, Agile Project Management, Vendor Management, Software Project..., Visio, Pricing, MS Project, Software Implementation, Program Management, Business Strategy, Scrum, Product Launch, Business Process, Project Planning, Team Leadership, Integration, Vendor Relations, Data Analysis, Problem Solving, Team Management, SQL
Education
Bentley College
Masters, Information Technology; Computer Information Systems
Northeastern University
Certified Systems Specialist, Engineering and Technology
University of Maine 1989 — 1993
BS, Political Science/Economics
Adam Winn's Columbia Management Group Experience January 1999 - January 2000
Job Vice President at Reading Cooperative Bank
Industry Banking
Experience
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Maria Marseglia's Columbia Management Group Experience August 2001 - February 2003
Job Mutual Fund Operations Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Kara Spaulding's Columbia Management Group Experience March 2002 - August 2003
Job Director Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Lydia Wohlford's Columbia Management Group Experience June 2002 - September 2004
Job Copywriter/Sr. Account Executive at LANE PR
Industry Public Relations and Communications
Experience
LANE PR January 2007 - Present
Freelancer September 2004 - January 2007
Columbia Management Group June 2002 - September 2004
Columbia Management Group April 1999 - June 2002
LANE PR April 1995 - June 1998
Skills
Press Releases, Corporate Communications, Public Relations, Marketing Communications, Copywriting, Internal Communications
Education
University of Oregon 1990 — 1994
BA, English, Business (Marketing, International)
LANE PR January 2007 - Present
Freelancer September 2004 - January 2007
Columbia Management Group June 2002 - September 2004
Columbia Management Group April 1999 - June 2002
LANE PR April 1995 - June 1998
Skills
Press Releases, Corporate Communications, Public Relations, Marketing Communications, Copywriting, Internal Communications
Education
University of Oregon 1990 — 1994
BA, English, Business (Marketing, International)
Vineet Hemdev's Columbia Management Group Experience 2002 - 2004
Job
Industry Financial Services
Experience
FrontPoint Partners (Morgan Stanley Investment Management) 2008 - 2011
DB Zwirn & Co 2005 - 2008
Jefferies & Company 2004 - 2005
Columbia Management Group 2002 - 2004
Education
University of Michigan
FrontPoint Partners (Morgan Stanley Investment Management) 2008 - 2011
DB Zwirn & Co 2005 - 2008
Jefferies & Company 2004 - 2005
Columbia Management Group 2002 - 2004
Education
University of Michigan
Mary Kate LeCam's Columbia Management Group Experience 2002 - 2006
Job PartTime Reference Librarian at Wellesley Free Library
Industry Libraries
Experience
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY