Columbia Threadneedle Investments
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Columbia Threadneedle Investments Employees
Employee
Years
Job
Industry
Chris Raio Chris Raio's Columbia Threadneedle Investments Experience March 2013 - Present
Job Marketing Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - March 2013
Hyatt Hotels Corporation January 2001 - August 2007
Skills
Event Management, Meeting Planning, Project Management, Marketing Strategy, Team Building, Corporate Events, Event Planning, Marketing, Entertainment, Marketing Communications, Trade Shows, Hospitality, Social Networking, Email Marketing, Customer Service, Management
Education
Johnson and Wales University 1997 — 2001
B.S., Sales/Meeting Management
Columbia Threadneedle Investments March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - March 2013
Hyatt Hotels Corporation January 2001 - August 2007
Skills
Event Management, Meeting Planning, Project Management, Marketing Strategy, Team Building, Corporate Events, Event Planning, Marketing, Entertainment, Marketing Communications, Trade Shows, Hospitality, Social Networking, Email Marketing, Customer Service, Management
Education
Johnson and Wales University 1997 — 2001
B.S., Sales/Meeting Management
Norman FitzPatrick Norman FitzPatrick's Columbia Threadneedle Investments Experience March 2007 - Present
Job Vice President Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2015 - Present
Columbia Threadneedle Investments March 2007 - Present
Columbia Management 2007 - Present
Pioneer Investments October 2005 - March 2007
United States Navy May 1985 - September 2004
Skills
Securities, Investments, Asset Managment, Risk Management, Leadership, Team Building, Navy, Selling, Business Development, Series 63, Program Management, Sales, Hedge Funds, Asset Management, Series 7, Strategy, Asset Allocation, Strategic Planning, Equities, Alternative Investments, Fixed Income, Series 65, Portfolio Management, Investment Strategies, Mutual Funds
Education
Naval Postgraduate School 1991 — 1992
Masters, Finance
United States Naval Academy 1981 — 1985
Physical Science, Pilot
Lazard Asset Management June 2015 - Present
Columbia Threadneedle Investments March 2007 - Present
Columbia Management 2007 - Present
Pioneer Investments October 2005 - March 2007
United States Navy May 1985 - September 2004
Skills
Securities, Investments, Asset Managment, Risk Management, Leadership, Team Building, Navy, Selling, Business Development, Series 63, Program Management, Sales, Hedge Funds, Asset Management, Series 7, Strategy, Asset Allocation, Strategic Planning, Equities, Alternative Investments, Fixed Income, Series 65, Portfolio Management, Investment Strategies, Mutual Funds
Education
Naval Postgraduate School 1991 — 1992
Masters, Finance
United States Naval Academy 1981 — 1985
Physical Science, Pilot
Abigail Knowles Abigail Knowles's Columbia Threadneedle Investments Experience January 2014 - June 2015
Job Massey and Associates
Industry Financial Services
Experience
Massey and Associates Inc. June 2015 - Present
Columbia Threadneedle Investments January 2014 - June 2015
Mercer July 2012 - January 2014
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Retirement, 401k, Pensions, Retirement Planning, Financial Services, Mutual Funds, Life Insurance, Recruiting, Human Resources, Benefits Administration, IRAs, Roth IRA, Cost Basis Reporting, Investment Performance, Finance, Investments, Leadership, Wealth Management, Asset Allocation
Education
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Communication and Media Studies
University of Rhode Island 2004 — 2008
Bachelor's degree, Communication and Media Studies
Massey and Associates Inc. June 2015 - Present
Columbia Threadneedle Investments January 2014 - June 2015
Mercer July 2012 - January 2014
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Retirement, 401k, Pensions, Retirement Planning, Financial Services, Mutual Funds, Life Insurance, Recruiting, Human Resources, Benefits Administration, IRAs, Roth IRA, Cost Basis Reporting, Investment Performance, Finance, Investments, Leadership, Wealth Management, Asset Allocation
Education
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Communication and Media Studies
University of Rhode Island 2004 — 2008
Bachelor's degree, Communication and Media Studies
Russell Gentile, CFP® Russell Gentile, CFP®'s Columbia Threadneedle Investments Experience August 1997 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry
Experience
Columbia Threadneedle Investments August 1997 - Present
Skills
Retirement Planning, Investments, Financial Advisory, Sales, Business Development, Series 63, Asset Allocation, Management, Portfolio Management, Financial Services, Mutual Funds, Series 7, Retirement, Wealth Management
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Marketing
Columbia Threadneedle Investments August 1997 - Present
Skills
Retirement Planning, Investments, Financial Advisory, Sales, Business Development, Series 63, Asset Allocation, Management, Portfolio Management, Financial Services, Mutual Funds, Series 7, Retirement, Wealth Management
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Marketing
Charles Perosio Charles Perosio's Columbia Threadneedle Investments Experience July 2007 - Present
Job Regional Vice President/External Wholesaler at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments July 2007 - Present
Columbia Threadneedle Investments April 2005 - June 2007
Banc of America Investments June 2002 - March 2005
TD Waterhouse August 2000 - May 2002
Skills
Mutual Funds, Investments, Sales Management, Wealth Management, Asset Management, Asset Allocation, Portfolio Management, Stocks, ETFs, IRA's, Bonds, Investment Advisory, Alternative Investments, Asset Managment, Financial Advisory, Retirement, Wealth, Wealth Management..., Business Development, Relationship Management, Sales Operations, Retirement Planning, 529 Plans, Sales Presentations, Sales, Series 7, Retirement Plan..., Separately Managed..., 401k
Education
University of California, Berkeley (Walter A. Haas School of Business), Berkeley California 1998 — 2000
Bachelor of Science, Business Administration
University of California, Berkeley, Haas School of Business 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Columbia Threadneedle Investments July 2007 - Present
Columbia Threadneedle Investments April 2005 - June 2007
Banc of America Investments June 2002 - March 2005
TD Waterhouse August 2000 - May 2002
Skills
Mutual Funds, Investments, Sales Management, Wealth Management, Asset Management, Asset Allocation, Portfolio Management, Stocks, ETFs, IRA's, Bonds, Investment Advisory, Alternative Investments, Asset Managment, Financial Advisory, Retirement, Wealth, Wealth Management..., Business Development, Relationship Management, Sales Operations, Retirement Planning, 529 Plans, Sales Presentations, Sales, Series 7, Retirement Plan..., Separately Managed..., 401k
Education
University of California, Berkeley (Walter A. Haas School of Business), Berkeley California 1998 — 2000
Bachelor of Science, Business Administration
University of California, Berkeley, Haas School of Business 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Malcolm (Mac) Ryerse Malcolm (Mac) Ryerse's Columbia Threadneedle Investments Experience 2010 - Present
Job Analyst Columbia Management Investment Advisers
Industry Investment Management
Experience
Columbia Threadneedle Investments 2010 - Present
Bethel University 2010 - 2015
Charities Review Council 2007 - 2009
Potlatch Corporation 2000 - 2007
Potlatch Corporation 1996 - 2000
Skills
Strategic Planning, Leadership, Public Speaking, Management, Business Strategy, Strategy, Budgets, Event Planning, Fundraising, Analysis, Coaching, Research, Leadership Development, Training, Team Building, Corporate Governance, Board Governance
Education
Bethel University - Graduate School 2007 — 2009
M.B.A., Business Administration
Gonzaga University - Graduate School 1999 — 2001
M.A., Organizational Leadership
Gustavus Adolphus College 1983 — 1987
B.A., Communications
The Blake School 1976 — 1983
Diploma
Columbia Threadneedle Investments 2010 - Present
Bethel University 2010 - 2015
Charities Review Council 2007 - 2009
Potlatch Corporation 2000 - 2007
Potlatch Corporation 1996 - 2000
Skills
Strategic Planning, Leadership, Public Speaking, Management, Business Strategy, Strategy, Budgets, Event Planning, Fundraising, Analysis, Coaching, Research, Leadership Development, Training, Team Building, Corporate Governance, Board Governance
Education
Bethel University - Graduate School 2007 — 2009
M.B.A., Business Administration
Gonzaga University - Graduate School 1999 — 2001
M.A., Organizational Leadership
Gustavus Adolphus College 1983 — 1987
B.A., Communications
The Blake School 1976 — 1983
Diploma
Jay Leopold Jay Leopold's Columbia Threadneedle Investments Experience September 2014 - Present
Job Head, U.S Investment Risk at Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2014 - Present
Legg Mason April 2013 - September 2014
Legg Mason Capital Management April 2009 - July 2013
Legg Mason Capital Management January 1995 - July 2013
Legg Mason June 1986 - December 1994
Skills
Portfolios, Equity Research, Equities, Asset Management, Investments, Stocks, Portfolio Management, Wealth Management, Risk Management, Mutual Funds, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BS, Finance, Political Science
University of Pennsylvania - The Wharton School
Columbia Threadneedle Investments September 2014 - Present
Legg Mason April 2013 - September 2014
Legg Mason Capital Management April 2009 - July 2013
Legg Mason Capital Management January 1995 - July 2013
Legg Mason June 1986 - December 1994
Skills
Portfolios, Equity Research, Equities, Asset Management, Investments, Stocks, Portfolio Management, Wealth Management, Risk Management, Mutual Funds, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BS, Finance, Political Science
University of Pennsylvania - The Wharton School
Jay Longacre's Columbia Threadneedle Investments Experience March 2014 - May 2015
Job Market Development at Skyword Inc.
Industry Marketing and Advertising
Experience
Skyword Inc. May 2015 - Present
Columbia Threadneedle Investments March 2014 - May 2015
Eaton Vance August 2012 - March 2014
Vela Systems Inc. December 2011 - June 2012
Clear Sky Energy, LLC. May 2010 - December 2011
Windham Country Club April 2005 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Financial Analysis, Teamwork, Access, Time Management, Team Leadership, Social Media, Facebook, Market Research, Leadership, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science Degree in Business Administration, Major in Finance; Minor in Economics
Skyword Inc. May 2015 - Present
Columbia Threadneedle Investments March 2014 - May 2015
Eaton Vance August 2012 - March 2014
Vela Systems Inc. December 2011 - June 2012
Clear Sky Energy, LLC. May 2010 - December 2011
Windham Country Club April 2005 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Financial Analysis, Teamwork, Access, Time Management, Team Leadership, Social Media, Facebook, Market Research, Leadership, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science Degree in Business Administration, Major in Finance; Minor in Economics
Chet Chappell Chet Chappell's Columbia Threadneedle Investments Experience May 2011 - Present
Job Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments May 2011 - Present
Grail Advisors June 2008 - May 2011
Charles Schwab 1995 - 2008
Skills
Mutual Funds, Start-ups, Series 7, Investments, ETFs, Series 24
Education
University of San Francisco 1988 — 1991
MBA, International Business
Santa Clara University 1982 — 1986
BS, Finance
Columbia Threadneedle Investments May 2011 - Present
Grail Advisors June 2008 - May 2011
Charles Schwab 1995 - 2008
Skills
Mutual Funds, Start-ups, Series 7, Investments, ETFs, Series 24
Education
University of San Francisco 1988 — 1991
MBA, International Business
Santa Clara University 1982 — 1986
BS, Finance
Corrado Addonisio, CAIA Corrado Addonisio, CAIA's Columbia Threadneedle Investments Experience March 2011 - Present
Job Sr. Relationship Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Mount Ida College February 2010 - Present
Columbia Threadneedle Investments March 2011 - Present
Putnam Investments 2007 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Putnam Investments 1998 - 1999
Putnam Investments 1996 - 1998
Skills
Series 7, Negotiation, Team Management, Policy, Cross Selling, Customer Retention, Foreign Languages, Asset Managment, Series 63, Series 3, FINRA, Asset Management, Fixed Income, Financial Analysis, Financial Services, Leadership, CRM, Management, Relationship Management, Training, Team Leadership, Sales
Education
Mount Ida College
BSBA
UMass Boston
Master of Business Administration (MBA)
Mount Ida College February 2010 - Present
Columbia Threadneedle Investments March 2011 - Present
Putnam Investments 2007 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Putnam Investments 1998 - 1999
Putnam Investments 1996 - 1998
Skills
Series 7, Negotiation, Team Management, Policy, Cross Selling, Customer Retention, Foreign Languages, Asset Managment, Series 63, Series 3, FINRA, Asset Management, Fixed Income, Financial Analysis, Financial Services, Leadership, CRM, Management, Relationship Management, Training, Team Leadership, Sales
Education
Mount Ida College
BSBA
UMass Boston
Master of Business Administration (MBA)
William Morelli, CFA William Morelli, CFA's Columbia Threadneedle Investments Experience June 2012 - Present
Job Sr. Analyst at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments June 2012 - Present
State Street October 2010 - May 2012
National Life Group August 2007 - October 2010
National Life Group January 2007 - July 2007
Skills
Excel, Performance Analysis, Financial Analysis, Private Equity, Private Placements, Valuation, Microsoft Excel, Investments, Bloomberg, Equities, Accounting, Financial Reporting, Mutual Funds, Financial Services
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2003 — 2007
Bachelor’s Degree, Business Administration; Finance
Columbia Threadneedle Investments June 2012 - Present
State Street October 2010 - May 2012
National Life Group August 2007 - October 2010
National Life Group January 2007 - July 2007
Skills
Excel, Performance Analysis, Financial Analysis, Private Equity, Private Placements, Valuation, Microsoft Excel, Investments, Bloomberg, Equities, Accounting, Financial Reporting, Mutual Funds, Financial Services
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2003 — 2007
Bachelor’s Degree, Business Administration; Finance
Anna Noonan Anna Noonan's Columbia Threadneedle Investments Experience August 2014 - August 2015
Job Director, Marketing Communications and Events at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Nick Moss's Columbia Threadneedle Investments Experience May 2010 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
J.T. Sheehan's Columbia Threadneedle Investments Experience September 2014 - Present
Job Regional Sales Director/ Internal Mutual Fund Wholesaler at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2014 - Present
Hennion & Walsh January 2013 - August 2014
Hennion & Walsh October 2011 - December 2012
Atlantic Health May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Fixed Income, Financial Services, Sales, CRM, Microsoft CRM, Microsoft Office, Finance, PowerPoint, Microsoft Word, Series 7, Public Speaking, Financial Analysis, Investments, Management, Event Planning, Microsoft Excel, Series 63, Marketing Communications, Research, Asset Management, Mutual Funds
Education
Saint Bonaventure University 2007 — 2011
Bachelors, Finance
Columbia Threadneedle Investments September 2014 - Present
Hennion & Walsh January 2013 - August 2014
Hennion & Walsh October 2011 - December 2012
Atlantic Health May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Fixed Income, Financial Services, Sales, CRM, Microsoft CRM, Microsoft Office, Finance, PowerPoint, Microsoft Word, Series 7, Public Speaking, Financial Analysis, Investments, Management, Event Planning, Microsoft Excel, Series 63, Marketing Communications, Research, Asset Management, Mutual Funds
Education
Saint Bonaventure University 2007 — 2011
Bachelors, Finance
Luciana Suran Luciana Suran's Columbia Threadneedle Investments Experience November 2013 - Present
Job
Industry Investment Management
Experience
Columbia Threadneedle Investments November 2013 - Present
CBRE January 2011 - November 2013
CBRE March 2007 - December 2010
JSI January 2006 - April 2006
Population Council November 2002 - June 2005
Education
Williams College 1997 — 2001
BA
New York University 2002 — 2004
MA
Columbia Threadneedle Investments November 2013 - Present
CBRE January 2011 - November 2013
CBRE March 2007 - December 2010
JSI January 2006 - April 2006
Population Council November 2002 - June 2005
Education
Williams College 1997 — 2001
BA
New York University 2002 — 2004
MA
Tara Martorell Tara Martorell's Columbia Threadneedle Investments Experience March 2010 - Present
Job Designer, Marketing Communications and Events
Industry Marketing and Advertising
Experience
Columbia Threadneedle Investments March 2010 - Present
Agency Contractor January 2009 - March 2010
Acadian Asset Management April 2008 - December 2008
State Street January 2005 - April 2008
Monitor Group September 2003 - December 2004
Skills
PowerPoint, Microsoft Excel, Illustrator, InDesign, Advertising, Adobe Creative Suite, Graphic Design, Marketing Communications, Marketing, QuarkXPress, Creative Direction, Layout, Brochures, Newsletters, Graphics
Education
University at Buffalo 1989 — 1992
BFA, Fine Art
Jamestown Community College 1987 — 1989
AFA, Art
Columbia Threadneedle Investments March 2010 - Present
Agency Contractor January 2009 - March 2010
Acadian Asset Management April 2008 - December 2008
State Street January 2005 - April 2008
Monitor Group September 2003 - December 2004
Skills
PowerPoint, Microsoft Excel, Illustrator, InDesign, Advertising, Adobe Creative Suite, Graphic Design, Marketing Communications, Marketing, QuarkXPress, Creative Direction, Layout, Brochures, Newsletters, Graphics
Education
University at Buffalo 1989 — 1992
BFA, Fine Art
Jamestown Community College 1987 — 1989
AFA, Art
Robert J. Beal, AIF Robert J. Beal, AIF's Columbia Threadneedle Investments Experience September 2000 - Present
Job Regional Sales Director, Columbia Mangement
Industry Financial Services
Experience
Columbia Threadneedle Investments September 2000 - Present
Scudder Investments April 1992 - September 1999
Scudder, Stevens & Clark 1996 - 1999
Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts, Economics
Columbia Threadneedle Investments September 2000 - Present
Scudder Investments April 1992 - September 1999
Scudder, Stevens & Clark 1996 - 1999
Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts, Economics
Brett Steele Brett Steele's Columbia Threadneedle Investments Experience March 2011 - Present
Job Regional Sales Director at Columbia Management
Industry Higher Education
Experience
Columbia Threadneedle Investments March 2011 - Present
Wells Fargo Advantage Funds May 2010 - March 2011
University of Massachusetts Amherst September 2009 - May 2010
Vocal Suspects September 2008 - May 2010
CS Web Design March 2006 - November 2009
Walt Disney World September 2008 - January 2009
Skills
Public Speaking, Customer Service, Microsoft Office, Excel, Economics, Salesforce.com, Sales Process, Mutual Funds, ETFs, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelors of Business Administration, Management
University of Wollongong 2009 — 2009
Bachelor of Science (BS), Management
Walt Disney World College Program 2008 — 2009
Organizational Leadership, Experiential Learning
Columbia Threadneedle Investments March 2011 - Present
Wells Fargo Advantage Funds May 2010 - March 2011
University of Massachusetts Amherst September 2009 - May 2010
Vocal Suspects September 2008 - May 2010
CS Web Design March 2006 - November 2009
Walt Disney World September 2008 - January 2009
Skills
Public Speaking, Customer Service, Microsoft Office, Excel, Economics, Salesforce.com, Sales Process, Mutual Funds, ETFs, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelors of Business Administration, Management
University of Wollongong 2009 — 2009
Bachelor of Science (BS), Management
Walt Disney World College Program 2008 — 2009
Organizational Leadership, Experiential Learning
Mary Titler, CFA's Columbia Threadneedle Investments Experience September 2002 - Present
Job VP Senior Securities Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2002 - Present
PPM America 1999 - 2002
Beloit Corporation 1998 - 1999
Skills
Financial Modeling, Asset Management, Valuation, Bloomberg, Financial Analysis, Fixed Income, Investments, Renewable Energy, Energy, Utility Industry, Real Estate, MLP
Education
University of Minnesota - Carlson School of Management 2003 — 2004
MBA, Finance
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Marquette University 1993 — 1997
BS Business, Finance
Minnetonka High School 1989 — 1993
Columbia Threadneedle Investments September 2002 - Present
PPM America 1999 - 2002
Beloit Corporation 1998 - 1999
Skills
Financial Modeling, Asset Management, Valuation, Bloomberg, Financial Analysis, Fixed Income, Investments, Renewable Energy, Energy, Utility Industry, Real Estate, MLP
Education
University of Minnesota - Carlson School of Management 2003 — 2004
MBA, Finance
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Marquette University 1993 — 1997
BS Business, Finance
Minnetonka High School 1989 — 1993
Kate Mullin's Columbia Threadneedle Investments Experience September 2015 - Present
Job Content Manager
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2015 - Present
Columbia Threadneedle Investments January 2009 - September 2015
Fidelity Charitable Services February 2006 - November 2008
Fidelity March 2004 - February 2006
Skills
Marketing, Integrated Marketing, Email Marketing, Direct Marketing, Brand Management, Digital Marketing, Management, Social Media Marketing, Leadership, Product Marketing, Marketing Communications, Marketing Strategy, Social Media, Strategy
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Major: Marketing; Minor: Psychology
Columbia Threadneedle Investments September 2015 - Present
Columbia Threadneedle Investments January 2009 - September 2015
Fidelity Charitable Services February 2006 - November 2008
Fidelity March 2004 - February 2006
Skills
Marketing, Integrated Marketing, Email Marketing, Direct Marketing, Brand Management, Digital Marketing, Management, Social Media Marketing, Leadership, Product Marketing, Marketing Communications, Marketing Strategy, Social Media, Strategy
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Major: Marketing; Minor: Psychology
Alex Edelman, CIMA's Columbia Threadneedle Investments Experience June 2011 - Present
Job Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments June 2011 - Present
Columbia Management May 2005 - June 2011
Columbia Management July 2003 - May 2005
Allmerica Financial 1998 - 2002
eaton vance 1992 - 1997
Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...
Education
University of Massachusetts, Amherst 1980 — 1984
Finance
Columbia Threadneedle Investments June 2011 - Present
Columbia Management May 2005 - June 2011
Columbia Management July 2003 - May 2005
Allmerica Financial 1998 - 2002
eaton vance 1992 - 1997
Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...
Education
University of Massachusetts, Amherst 1980 — 1984
Finance
David Burbie, CAIA, CIMA®'s Columbia Threadneedle Investments Experience March 2011 - Present
Job Regional Investment Consultant at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments March 2011 - Present
Morgan Stanley Investment Management September 2007 - March 2011
Barclays Global Investors October 2005 - July 2007
Bank of America / Columbia Management June 2000 - September 2005
Strong Funds 1996 - 1999
Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education - CIMA
University of Wisconsin-Milwaukee - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Columbia Threadneedle Investments March 2011 - Present
Morgan Stanley Investment Management September 2007 - March 2011
Barclays Global Investors October 2005 - July 2007
Bank of America / Columbia Management June 2000 - September 2005
Strong Funds 1996 - 1999
Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education - CIMA
University of Wisconsin-Milwaukee - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Kris Keller, CFA's Columbia Threadneedle Investments Experience May 2013 - Present
Job Senior High Yield Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments May 2013 - Present
Principal Global Investors December 2007 - May 2013
KANSAS CITY LIFE INSURANCE 2004 - 2007
Skills
Bloomberg, Excel, PowerPoint, Barclays Point, Investments, High Yield, Bonds, Fixed Income, Financial Modeling, Fixed Income Analysis, Securities
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, with Distinction
University of Kansas 2000 — 2004
B.S. Accounting and Business Administration, with Honors
Columbia Threadneedle Investments May 2013 - Present
Principal Global Investors December 2007 - May 2013
KANSAS CITY LIFE INSURANCE 2004 - 2007
Skills
Bloomberg, Excel, PowerPoint, Barclays Point, Investments, High Yield, Bonds, Fixed Income, Financial Modeling, Fixed Income Analysis, Securities
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, with Distinction
University of Kansas 2000 — 2004
B.S. Accounting and Business Administration, with Honors
Kevin Wilson, CFA's Columbia Threadneedle Investments Experience June 2011 - Present
Job RVP, Private Wealth Management at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments June 2011 - Present
Columbia Management July 2005 - July 2011
Columbia Management June 2002 - July 2005
DLJdirect-CSFBdirect-Harrisdirect July 2000 - June 2002
Skills
Asset Allocation, Mutual Funds, Investments, Due Diligence, Series 7, Asset Management, Series 63, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, 401k, ETFs
Education
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
Columbia Threadneedle Investments June 2011 - Present
Columbia Management July 2005 - July 2011
Columbia Management June 2002 - July 2005
DLJdirect-CSFBdirect-Harrisdirect July 2000 - June 2002
Skills
Asset Allocation, Mutual Funds, Investments, Due Diligence, Series 7, Asset Management, Series 63, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, 401k, ETFs
Education
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
Adam Scully-Power, CPWA®, CIMA®'s Columbia Threadneedle Investments Experience July 2013 - Present
Job Head of Asset Allocation and Alternative Investment Product Management at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments July 2013 - Present
Columbia Management February 2005 - June 2013
Columbia Management August 2004 - January 2005
Columbia Management April 2002 - July 2004
Columbia Management April 1999 - March 2002
Columbia Management September 1997 - March 1999
Columbia Management June 1997 - August 1997
Columbia Management May 1996 - May 1997
Education
College of the Holy Cross
Bachelor of Arts
Columbia Threadneedle Investments July 2013 - Present
Columbia Management February 2005 - June 2013
Columbia Management August 2004 - January 2005
Columbia Management April 2002 - July 2004
Columbia Management April 1999 - March 2002
Columbia Management September 1997 - March 1999
Columbia Management June 1997 - August 1997
Columbia Management May 1996 - May 1997
Education
College of the Holy Cross
Bachelor of Arts
Michael H. Gillespie's Columbia Threadneedle Investments Experience May 2007 - Present
Job Senior Manager, Hedge Fund Administration
Industry Investment Management
Experience
Columbia Threadneedle Investments May 2007 - Present
First data Commercial Service October 2006 - May 2007
GEICO July 2003 - October 2006
MetLife March 2003 - June 2003
Donald & Company Securities Inc February 2002 - August 2002
NDB Capital Markets September 1999 - August 2001
Skills
Hedge Funds, Investments, Asset Management, Trading, Compliance, Asset Managment, Financial Risk, Securities, Equities, Mutual Funds, Insurance, Risk Management, Trading Systems, Options, Bloomberg, Fixed Income, Investment Management
Education
LIU Post 1997 — 1999
BA, Business Management
Limestone College 1994 — 1997
Economics, Economics
Columbia Threadneedle Investments May 2007 - Present
First data Commercial Service October 2006 - May 2007
GEICO July 2003 - October 2006
MetLife March 2003 - June 2003
Donald & Company Securities Inc February 2002 - August 2002
NDB Capital Markets September 1999 - August 2001
Skills
Hedge Funds, Investments, Asset Management, Trading, Compliance, Asset Managment, Financial Risk, Securities, Equities, Mutual Funds, Insurance, Risk Management, Trading Systems, Options, Bloomberg, Fixed Income, Investment Management
Education
LIU Post 1997 — 1999
BA, Business Management
Limestone College 1994 — 1997
Economics, Economics
Chris Stoner's Columbia Threadneedle Investments Experience October 2011 - Present
Job Investment Management
Industry Investment Management
Experience
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Christopher Annand's Columbia Threadneedle Investments Experience October 2012 - August 2013
Job Global Ethics & Compliance Program Director at Cargill
Industry Food Production
Experience
Cargill September 2013 - Present
Columbia Threadneedle Investments October 2012 - August 2013
Columbia Threadneedle Investments September 2011 - September 2012
Columbia Threadneedle Investments July 2009 - August 2011
Ameriprise Financial Services, Inc. April 2006 - June 2009
Ameriprise Financial Services, Inc. June 2002 - April 2006
Skills
Public Speaking, Compliance Management, Training & Development, SEC compliance, Strategic Planning, Regulatory Affairs
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, U.S. Securities Law
Augsburg College 2007 — 2009
MBA, Business / Finance
St. Olaf College 1989 — 1993
BA, Communications
Cargill September 2013 - Present
Columbia Threadneedle Investments October 2012 - August 2013
Columbia Threadneedle Investments September 2011 - September 2012
Columbia Threadneedle Investments July 2009 - August 2011
Ameriprise Financial Services, Inc. April 2006 - June 2009
Ameriprise Financial Services, Inc. June 2002 - April 2006
Skills
Public Speaking, Compliance Management, Training & Development, SEC compliance, Strategic Planning, Regulatory Affairs
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, U.S. Securities Law
Augsburg College 2007 — 2009
MBA, Business / Finance
St. Olaf College 1989 — 1993
BA, Communications
Dhamandeep Judge's Columbia Threadneedle Investments Experience 2011 - Present
Job Regional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investements February 2015 - Present
Columbia Threadneedle Investments 2011 - Present
Ameriprise Financial Advisors August 2007 - July 2011
Skills
Mutual Funds, Sales, Asset Allocation, Budgets, Series 7, Portfolio Management, Investments, Finance, Accounting, Asset Management, Equities, Financial Services, Investment Strategies
Education
University of Alabama 1999 — 2005
Engineering, Chemical Engineering
Columbia Threadneedle Investements February 2015 - Present
Columbia Threadneedle Investments 2011 - Present
Ameriprise Financial Advisors August 2007 - July 2011
Skills
Mutual Funds, Sales, Asset Allocation, Budgets, Series 7, Portfolio Management, Investments, Finance, Accounting, Asset Management, Equities, Financial Services, Investment Strategies
Education
University of Alabama 1999 — 2005
Engineering, Chemical Engineering
Jody J. Iverson's Columbia Threadneedle Investments Experience 2013 - Present
Job Senior Manager Business Analyst
Industry Financial Services
Experience
Columbia Threadneedle Investments 2013 - Present
Ameriprise Financial Services, Inc. 2007 - June 2015
Ameriprise Financial Services, Inc. 2005 - 2007
Ameriprise Financial Services, Inc. 2002 - 2005
Skills
Mutual Funds, Accounting, Financial Reporting, Process Improvement
Education
Metropolitan State University 2002 — 2006
BS, Accounting
University of Minnesota-Twin Cities 1992 — 1994
General Studies
Columbia Threadneedle Investments 2013 - Present
Ameriprise Financial Services, Inc. 2007 - June 2015
Ameriprise Financial Services, Inc. 2005 - 2007
Ameriprise Financial Services, Inc. 2002 - 2005
Skills
Mutual Funds, Accounting, Financial Reporting, Process Improvement
Education
Metropolitan State University 2002 — 2006
BS, Accounting
University of Minnesota-Twin Cities 1992 — 1994
General Studies
Carolyn S. Cyr's Columbia Threadneedle Investments Experience November 2012 - Present
Job Director, Project Management Office at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Rick Ballou, CIMA, AIF's Columbia Threadneedle Investments Experience December 2004 - Present
Job Divisional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments December 2004 - Present
Skills
Mutual Funds, Series 7, Strategic Planning, Investments, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Series 24, Securities, Asset Management, Retirement Planning, Investment Advisory, Investment Strategies, Hedge Funds, Portfolio Management, Equities, Strategic Financial..., Management
Education
Boston University 1982 — 1985
Bachelor of Science (BS), Business/Corporate Communications
Elmira College 1981 — 1982
Columbia Threadneedle Investments December 2004 - Present
Skills
Mutual Funds, Series 7, Strategic Planning, Investments, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Series 24, Securities, Asset Management, Retirement Planning, Investment Advisory, Investment Strategies, Hedge Funds, Portfolio Management, Equities, Strategic Financial..., Management
Education
Boston University 1982 — 1985
Bachelor of Science (BS), Business/Corporate Communications
Elmira College 1981 — 1982
Wes Ogburn, CFA's Columbia Threadneedle Investments Experience 2015 - Present
Job Senior Institutional Sales Director, Hedge Fund Sales & Business Solutions at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Tom Fennel's Columbia Threadneedle Investments Experience June 2010 - August 2015
Job Business Development Associate at HourlyNerd
Industry Financial Services
Experience
HourlyNerd August 2015 - Present
Columbia Threadneedle Investments June 2010 - August 2015
Eaton Vance August 2008 - June 2010
Polaroid May 2007 - August 2007
Skills
Finance, Investments, Financial Modeling, Strategic Financial..., Segmentation, Financial Analysis, Trading, Financial Reporting, Salesforce.com, Morningstar, Series 7, Mutual Funds, 401k, Financial Planning
Education
Merrimack College 2004 — 2008
Finance
Ridgefield High School 2000 — 2004
HourlyNerd August 2015 - Present
Columbia Threadneedle Investments June 2010 - August 2015
Eaton Vance August 2008 - June 2010
Polaroid May 2007 - August 2007
Skills
Finance, Investments, Financial Modeling, Strategic Financial..., Segmentation, Financial Analysis, Trading, Financial Reporting, Salesforce.com, Morningstar, Series 7, Mutual Funds, 401k, Financial Planning
Education
Merrimack College 2004 — 2008
Finance
Ridgefield High School 2000 — 2004
Caroline Holt, CIMA®'s Columbia Threadneedle Investments Experience 2006 - Present
Job Director, National Accounts at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments 2006 - Present
Columbia Management 2000 - 2006
Jefferson Pilot Financial 1996 - 2000
Skills
Marketing, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Journalism
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA
Columbia Threadneedle Investments 2006 - Present
Columbia Management 2000 - 2006
Jefferson Pilot Financial 1996 - 2000
Skills
Marketing, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Journalism
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA
Mason Gillespie's Columbia Threadneedle Investments Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Threadneedle Investments October 2014 - Present
Columbia Management July 2014 - October 2014
Eaton Vance December 2008 - July 2014
Eaton Vance April 2006 - December 2008
Eaton Vance June 2004 - April 2006
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Fixed Income, Bloomberg, Sales, Customer Service, Financial Services, APL, Microsoft Office
Education
Roanoke College 1998 — 2003
BA, Sociology
St. Sebastians 1992 — 1998
Columbia Threadneedle Investments October 2014 - Present
Columbia Management July 2014 - October 2014
Eaton Vance December 2008 - July 2014
Eaton Vance April 2006 - December 2008
Eaton Vance June 2004 - April 2006
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Fixed Income, Bloomberg, Sales, Customer Service, Financial Services, APL, Microsoft Office
Education
Roanoke College 1998 — 2003
BA, Sociology
St. Sebastians 1992 — 1998
Russ Bartlett's Columbia Threadneedle Investments Experience 1993 - Present
Job Regional Sales Director (Wholesaler) at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments 1993 - Present
Columbia Management January 1993 - January 1993
Education
Bridgewater College
Business Administration/Economics
Columbia Threadneedle Investments 1993 - Present
Columbia Management January 1993 - January 1993
Education
Bridgewater College
Business Administration/Economics
Steve Fernandes, CFS®'s Columbia Threadneedle Investments Experience September 2005 - Present
Job Experienced Financial Services Sales Manager with deep and broad knowledge of the asset management business.
Industry Financial Services
Experience
Columbia Threadneedle Investments September 2005 - Present
Columbia Threadneedle Investments January 2000 - September 2005
Nationwide Retirement Solutions (subsidiary Nationwide Insurance) July 1996 - January 2000
Skills
Mutual Funds, Asset Management, Investments, Annuities, Morningstar, Fixed Annuities, ETF, ETFs, Retirement Planning, Securities, Separately Managed..., 401k, Series 7, Financial Services, Wealth Management, Fixed Income, Equities, Investment Strategies, Series 63, Asset Allocation, Alternative Investments
Education
Bryant University 1988 — 1993
Bachelor of Science, Business Administration; Finance
Columbia Threadneedle Investments September 2005 - Present
Columbia Threadneedle Investments January 2000 - September 2005
Nationwide Retirement Solutions (subsidiary Nationwide Insurance) July 1996 - January 2000
Skills
Mutual Funds, Asset Management, Investments, Annuities, Morningstar, Fixed Annuities, ETF, ETFs, Retirement Planning, Securities, Separately Managed..., 401k, Series 7, Financial Services, Wealth Management, Fixed Income, Equities, Investment Strategies, Series 63, Asset Allocation, Alternative Investments
Education
Bryant University 1988 — 1993
Bachelor of Science, Business Administration; Finance
Daniel Milligan's Columbia Threadneedle Investments Experience August 2014 - Present
Job Manager Competitive Strategy and Market Analytics
Industry Financial Services
Experience
Columbia Threadneedle Investments August 2014 - Present
Columbia Threadneedle Investments August 2006 - July 2014
Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Asset Allocation, Strategic Financial..., Financial Services, Investment Advisory, Securities, Asset Management, Financial Advisory, Alternative Investments, 401k, Salesforce.com
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston College 2002 — 2006
BS, Economics
Columbia Threadneedle Investments August 2014 - Present
Columbia Threadneedle Investments August 2006 - July 2014
Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Asset Allocation, Strategic Financial..., Financial Services, Investment Advisory, Securities, Asset Management, Financial Advisory, Alternative Investments, 401k, Salesforce.com
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston College 2002 — 2006
BS, Economics
Dana Keene's Columbia Threadneedle Investments Experience 2006 - Present
Job Head of the Contract Office at Columbia Management Investment Advisers
Industry Investment Management
Experience
Columbia Threadneedle Investments 2006 - Present
Olmstead Associates 2005 - 2006
Mellon Financial 2000 - 2004
Education
Norwich University
Bachelor of Science (BS), Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Threadneedle Investments 2006 - Present
Olmstead Associates 2005 - 2006
Mellon Financial 2000 - 2004
Education
Norwich University
Bachelor of Science (BS), Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General