Columbia Threadneedle Investments, US

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Columbia Threadneedle Investments, US Employees

Employee
Years
Job
Industry
Bret Clark Bret Clark Greater Boston Area Details
Bret Clark's Columbia Threadneedle Investments, US Experience September 2015 - Present
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2015 - Present
NYLIFE Securities LLC  August 2014 - August 2015
New York Life Insurance Company  May 2014 - August 2015

Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales

Education
Assumption College   2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance

Yuri Zbitnoff Yuri Zbitnoff Greater Boston Area Details
Yuri Zbitnoff's Columbia Threadneedle Investments, US Experience April 2008 - Present
Job Database and Investment Services Marketing Specialist/Musical Entrepreneur/Composer/Arranger/Artist
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2008 - Present
Lithiq Inc   January 2000 - June 2012
Bank of America  January 2001 - March 2008

Skills
Databases, Database Marketing, Relational Databases, Data Mining, Market Intelligence, Data Management, SharePoint, Asset Allocation, Mutual Funds, Equities, Fixed Income, Investment Strategies, Competitive Analysis, Series 7, Asset Management, Access, Microsoft SQL Server, Analytics, Alternative Investments, Investments

Education
Berklee College of Music
Professional Music

Lewis Taveras Lewis Taveras Jamaica Plain, Massachusetts Details
Lewis Taveras's Columbia Threadneedle Investments, US Experience August 2014 - Present
Job UMASS Boston
Industry Information Technology and Services
Experience
Columbia Threadneedle Investments, US   August 2014 - Present
Ameriprise Financial Services, Inc.   May 2013 - Present
Geek Squad  October 2011 - October 2012
Bank of America  January 2009 - July 2009
Year Up  January 2008 - January 2009
Year Up  2008 - 2009

Skills
Oracle SQL Developer, Visual C++, Visual Basic, HTML, Dreamweaver, OS Virtualization, VMware Workstation, Troubleshooting, Microsoft Office 2010, Customer Service, Microsoft SharePoint..., ServiceNow IT Service..., SCCM, MS Operating System, Technical Support, SharePoint, Help Desk Support, Software Installation, Active Directory, Hardware, VMware, Operating Systems, Windows, Computer Hardware, System Deployment, Laptops, Printers, Windows 7, Outlook, Computer Repair, Blackberry, Blackberry Enterprise..., Citrix, C, OS X, VPN, Microsoft Office, PowerPoint

Education
UMass Boston   2013 — 2015
Bachelor's degree, Information Technology Project Management, A

Bunker Hill Community College   2010 — 2013
Associates in Science, Information Technology, 3.3

Cambridge College   2008 — 2009
Certificate of Completion, Computer Technology/Computer Systems Technology, 3.7

Bryan Halverson Bryan Halverson Greater Minneapolis-St. Paul Area Details
Bryan Halverson's Columbia Threadneedle Investments, US Experience January 2006 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   January 2006 - Present
American Express Funds and Annuities   August 2004 - December 2005
American Express Financial Advisors  February 2004 - August 2004

Skills
Certified Financial..., Series 7, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Zephyr Style Advisor, Morningstar, Public Speaking, Marketing Budget..., Fusion, Richardson

Education
Oklahoma State University
Master of Science (M.S.)

University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)

Shane Kennedy, CMFC®, CRPC® Shane Kennedy, CMFC®, CRPC® San Francisco, California Details
Shane Kennedy, CMFC®, CRPC®'s Columbia Threadneedle Investments, US Experience December 2011 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   December 2011 - Present
Columbia Threadneedle Investments, US   July 2007 - December 2011
Columbia Threadneedle Investments, US   January 2007 - July 2007
Ameriprise Financial Services, Inc.   August 2006 - December 2006

Skills
Asset Management, Mutual Funds, Model Portfolios, Portfolio Management, Investments, 401k, IRAs, Equities, Fixed Income, 401k Rollovers, Roth IRA, 529 Plans, Alternative Investments, Asset Gathering, Series 7, Asset Allocation

Education
Concordia University   2000 — 2004
Bachelor of Arts (B.A.)

Seth Buks, CIMA Seth Buks, CIMA Greater Boston Area Details
Seth Buks, CIMA's Columbia Threadneedle Investments, US Experience November 2007 - Present
Job Investment Consultant at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2007 - Present
Boston Red Sox  September 2003 - March 2011
Anheuser Busch  December 2006 - May 2007
Northwestern Mutual  May 2007 - 2007

Skills
Series 7, Investment Management, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Finance, Public Speaking, Uniform Combined State..., Customer Service, Sales Management, Zephyr, Morningstar, Analytics, Asset Managment, Asset Allocation, Fixed Income, Financial Services, Investment Strategies, Securities, Zephyr Analytics, Customer Relations, Series 66

Education
Northeastern University
Bachelor of Science, International Business

Ann Eilander Ann Eilander Houston, Texas Area Details
Ann Eilander's Columbia Threadneedle Investments, US Experience January 2011 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   January 2011 - Present
Columbia Management  May 2010 - January 2011
RiverSource Distributors Inc.   October 2006 - May 2010
RiverSource Distributors, Inc.   January 2009 - May 2009
RiverSource Distributors, Inc.   October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young   January 2006 - October 2006
Ameriprise Financial  March 2005 - January 2006
American Express Financial Advisors  October 2003 - March 2005

Skills
Series 7, Series 66, Mutual Funds, Wholesaling

Education
Kalamazoo College   1999 — 2003
BA, Economics, Business/Finance, Sociology

Grosse Ile High School

Will Mucci Will Mucci Boston, Massachusetts Details
Will Mucci's Columbia Threadneedle Investments, US Experience June 2013 - August 2013
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates  July 2014 - Present
Donahue's Disciples   2011 - May 2014
Columbia Threadneedle Investments, US   June 2013 - August 2013
State Street Bank  June 2012 - August 2012

Skills
Microsoft Office, Stata, Econometrics, Statistics, Oral & Written..., SPSS, Social Media Marketing

Education
Boston College   2010 — 2014
Bachelor of Arts (B.A.), Economics, English

Loomis Chaffee School   2006 — 2010

Melissa Levesque Melissa Levesque Greater Boston Area Details
Melissa Levesque's Columbia Threadneedle Investments, US Experience December 2013 - Present
Job Senior Administrative Assistant at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2013 - Present
Columbia Management  October 2012 - December 2013
Education, Inc  April 2010 - December 2010
Geiger-Gibson Community Health Center  October 2009 - April 2010

Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Multi-unit, Process Scheduler, Recruiting, Management, ServSafe, Data Entry, Expense Management, Travel Management, Meeting Planning, Business Continuity..., Business Partner Support, Executive Calendar...

Education
Bridgewater State College   2006 — 2009
Bachelor of Science (B.S.), Psychology

Lauren Crehan Lauren Crehan Boston, Massachusetts Details
Lauren Crehan's Columbia Threadneedle Investments, US Experience September 2014 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2014 - Present
Fifth Third Bank  May 2014 - September 2014
Fifth Third Securities  November 2013 - May 2014
Fidelity Investments  January 2013 - November 2013
Fidelity Investments  November 2012 - December 2012
Fidelity Investments  January 2012 - November 2012
State Street Bank  July 2011 - January 2012
State Street Corporation  June 2010 - August 2010

Education
Flagler College   2008 — 2011
2011Bachelors of Art, Business Administration

Bradley Karelitz Bradley Karelitz Greater Boston Area Details
Bradley Karelitz's Columbia Threadneedle Investments, US Experience January 2014 - Present
Job Institutional Business Development at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2014 - Present
Columbia Management  May 2011 - January 2014
Columbia Management  January 2009 - May 2011
Columbia Management  July 2008 - January 2009

Skills
Institutional Sales, Business Development, Investment Management, Institutional..., Asset Allocation, Equities, Fixed Income, Defined Benefit, Defined Contribution, Mutual Funds, Series 7, Series 66, Series 3, Investments, Separately Managed..., Fee Schedules, Endowment Funds, Pension Funds

Education
Union College
Bachelor’s Degree, Managerial Economics

Rivers School

Rosemary Murphy Rosemary Murphy Greater Boston Area Details
Rosemary Murphy's Columbia Threadneedle Investments, US Experience January 2011 - Present
Job Director of Learning & Development Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2011 - Present
MFS Investment Management  July 2000 - January 2011

Education
University of Massachusetts, Amherst

Boston College
MS

Wendy Price, CFA Wendy Price, CFA Minneapolis, Minnesota Details
Wendy Price, CFA's Columbia Threadneedle Investments, US Experience January 2007 - Present
Job Vice President, Client Portfolio Manager at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   January 2007 - Present
Eaton Vance Management  June 2005 - December 2006
Putnam Investments  October 2003 - June 2005

Skills
Fixed Income, Series 7, Series 63, Series 3, High Yield, Product Development, Product Management, New Business Development, Institutional Sales, Presentation Development, Sales Presentations, Chartered Financial..., Portfolio Management, Equities, Bonds, Marketing Strategy, Institutional..., Investments, Investment Strategies, Alternative Investments, Asset Management

Education
Bowdoin College   1999 — 2003
BA, Economics & English

MICDS   1991 — 1999

Sandeep Baid Sandeep Baid Greater Minneapolis-St. Paul Area Details
Sandeep Baid's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Derivatives Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial  December 2007 - March 2013
Franklin Templeton Investments  2007 - 2008
Franklin Templeton Investments  September 2006 - November 2007

Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing

Education
2008US TaxationDevry University   2007 — 2015
2006B, Taxation

Osmania University   2003 — 2006
B.com, Commerce

Wesley degree college   2003 — 2006
Degree; B.Com, Computers

Christopher J. Athens Christopher J. Athens Greater Boston Area Details
Christopher J. Athens's Columbia Threadneedle Investments, US Experience July 2013 - Present
Job Regional Sales Director, DCIO at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   July 2013 - Present

Education
Suffolk University - Sawyer School of Management   2011 — 2013
Master of Science (M.S.), Finance

Johnson & Wales University
Bachelor of Science (B.S.), Financial Services & Management

Kelli McNamara Kelli McNamara Greater Seattle Area Details
Kelli McNamara's Columbia Threadneedle Investments, US Experience January 2011 - Present
Job Regional Vice President DCIO at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2011 - Present
ASPPA Benefits Council - Great Northwest   October 2014 - Present
Kforce Inc.  2009 - 2010
Fidelity Investments  2004 - 2009
Horizon Beverage Company  1996 - 2002

Skills
Series 7, Series 6, Series 63, Series 65, Investments, Mutual Funds, 401k, ERISA, Defined Contribution, Defined Benefit, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Financial Services, Asset Managment, Securities, Investment Advisory, Asset Management, Asset Allocation

Education
Bryant University   2000 — 2008
BSBA, Accounting

Annie Darlington Annie Darlington Minneapolis, Minnesota Details
Annie Darlington's Columbia Threadneedle Investments, US Experience May 2013 - May 2015
Job Operations Analyst at Parametric
Industry Financial Services
Experience
Parametric  May 2015 - Present
Columbia Threadneedle Investments, US   May 2013 - May 2015
Wells Fargo Global Fund Services  August 2011 - May 2013
J.P. Morgan   September 2007 - August 2011
Davidson Kempner Capital Management LLC   May 2007 - September 2007
Richards Kibbe & Orbe LLP  May 2006 - May 2007

Skills
Equities, Banking, Loans, Trading, Fixed Income, Securities, Private Equity

Education
New York University
Bachelor of Arts (B.A.), English and American Literature

Molly Parnell Molly Parnell San Francisco Bay Area Details
Molly Parnell's Columbia Threadneedle Investments, US Experience January 2015 - June 2015
Job Marketing Professional
Industry Marketing and Advertising
Experience
Columbia Threadneedle Investments, US   January 2015 - June 2015
Columbia Management Investment Advisers, LLC (Formerly RiverSource Investments, LLC)   January 2009 - March 2013
Babson Capital Management, LLC  December 2004 - January 2009
Bellevue College  January 2004 - October 2004
Sudden Printing  September 2001 - January 2004
Western Washington University  September 1997 - June 2001

Skills
Marketing, Marketing Communications, InDesign, Email Marketing, Illustrator, Graphic Design, Corporate Branding, Advertising, Marketing Strategy, PowerPoint, Dreamweaver, Layout, Asset Allocation, Leadership, Public Speaking, Digital Marketing, Event Planning, Adobe Creative Suite, Brand Development, Online Marketing, Omniture, Google AdWords, Google Analytics, Salesforce.com, Integrated Marketing, Social Media, Online Advertising, Project Management, Photoshop, Photography, Social Networking, Creative Strategy, Strategic Communications, Strategy, Marketing Management, Internal Communications, Brand Management, Interactive Marketing, B2B Marketing, Client Services, Market Research, Art Direction, Corporate Identity, Thought Leadership, CRM, Visual Communication, Strategic Partnerships, Financial Services

Education
Western Washington University   1997 — 2001
B.A., Graphic Design and Production

Cornell University
Marketing Strategy Certificate (In progress)

Marc Khalamayzer, CFA Marc Khalamayzer, CFA Boston, Massachusetts Details
Marc Khalamayzer, CFA's Columbia Threadneedle Investments, US Experience July 2014 - Present
Job Portfolio Manager at Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   July 2014 - Present
Gottex Fund Management  January 2012 - June 2014
Gottex Fund Management  January 2010 - December 2011
Gottex Fund Management  March 2008 - December 2009
2100 Capital Group  June 2006 - March 2008
2100 Capital Group  June 2005 - June 2006

Skills
Quantitative Analysis, Fund Of Funds, Research, Hedge Funds, VBA, Quantitative Modeling, Bloomberg, Matlab, Equities, Asset Management, Investments, Excel, Risk Analysis, Alternative Investments, Quantitative Finance, Portfolio Management, Monte Carlo Simulation, Asset Allocation, Due Diligence, Portfolio Optimization, Derivatives, Financial Modeling, Risk Management, Hedging, Statistics, Trading Systems, Asset Managment, Quantitative Analytics, Microsoft Excel

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2006
Msc, Finance

Bentley University   2002 — 2005
Bsc, Economics-Finance

John P. Stevens High School   1998 — 2002

Jessica Chiuve Jessica Chiuve Greater Boston Area Details
Jessica Chiuve's Columbia Threadneedle Investments, US Experience November 2013 - Present
Job Financial Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2013 - Present
State Street Bank  November 2012 - November 2013
State Street Bank  September 2011 - November 2012
Five Star Quality Care  July 2006 - September 2011

Skills
Microsoft Excel, Mutual Funds, Microsoft Office, Valuation, Outlook, Bloomberg, Fixed Income, Equities, PowerPoint, Time Management, Microsoft Word, Reuters, S&P, Economics, Fair Value, Pricing, Bloomberg Terminal, Financial Modeling

Education
Boston College   2007 — 2011
Bachelor of Arts (B.A.), Economics

Weymouth High School   2003 — 2007

Alexandra Rodriguez-Vazquez Alexandra Rodriguez-Vazquez Atlanta, Georgia Details
Alexandra Rodriguez-Vazquez's Columbia Threadneedle Investments, US Experience October 2008 - July 2013
Job 2015 MBA graduate Emory University Goizueta Business School seeking a Brand Management, Marketing & Strategy role
Industry Marketing and Advertising
Experience
Emory University Goizueta Business School  August 2013 - May 2015
Johnson & Johnson Vision Care  June 2014 - August 2014
Columbia Threadneedle Investments, US   October 2008 - July 2013
Strategic Financial Partners  June 2007 - October 2008
Ameriprise Financial Services, Inc.   November 2005 - June 2007

Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management

Education
Emory University - Goizueta Business School   2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management

Boston College   2001 — 2005
Bachelor of Arts (BA), Economics

Università Commerciale 'Luigi Bocconi' / Bocconi University   2004 — 2004
Economics

Shawn Y. Eagle Shawn Y. Eagle Boston, Massachusetts Details
Shawn Y. Eagle's Columbia Threadneedle Investments, US Experience April 2015 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2015 - Present
Fidelity Investments  October 2013 - April 2015
Music Teacher  January 2012 - August 2013
BMG Chrysalis  June 2012 - August 2012
Guitar Sam's   August 2010 - January 2011

Education
Berklee College of Music
B.M., Music Business/Management; Guitar Principle

University of Vermont (2009-2010)   2009 — 2010
History

Damaris Gilmour Damaris Gilmour Boston, Massachusetts Details
Damaris Gilmour's Columbia Threadneedle Investments, US Experience November 2006 - Present
Job Separate Accounts Contract Manager at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2006 - Present
Mercer  2001 - 2006
Putnam Investments  1996 - 2001

Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Asset Management, Fixed Income, Hedge Funds, Foreign Languages, Asset Managment, Notary Public, Equities, 401k, Pensions, Access, ERISA, Retirement, FINRA, Anti Money Laundering, Due Diligence, Series 6, Series 63, Series 7, Salesforce Administrator, Oracle Universal..., Procedure Review, Defined Contribution, Defined Benefit, Health & Welfare..., Regulatory Policy, Contract Management, Qualified Retirement..., Global Investment..., Project Management, GIPS Compliance, SEC filings, Private Placements, HIPAA, Seibel, Citrix, PeopleSoft

Education
Eastern Nazarene College

Benjamin Simonds Benjamin Simonds Greater Boston Area Details
Benjamin Simonds's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job Client Portfolio Manager at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
Beachhead Capital Management, LLC   November 2013 - June 2015
Gottex Fund Management  March 2010 - November 2013
Fidelity Investments  2008 - 2010
NEPC  2002 - 2007
Cambridge Associates  2000 - 2002
Advent International  1998 - 2002

Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation

Education
University of New Hampshire   1992 — 1997
Bachelor of Arts (B.A.), American History (United States)

Boston University - School of Management
Certified Financial Planner Program, Financial Planning

Rachel Falk Rachel Falk Boston, Massachusetts Details
Rachel Falk's Columbia Threadneedle Investments, US Experience March 2014 - April 2015
Job Associate Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2015 - Present
Columbia Threadneedle Investments, US   March 2014 - April 2015
GTECH S.p.A.   June 2013 - August 2013
M-F Athletic Company & Perform Better  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Morningstar, Java, Atlas, Performance Attribution, Portfolio Performance..., SAP, SAP BPC, Python, SQL

Education
Boston University Questrom School of Business   2011 — 2015
Bachelor's Degree, Business Administration - Finance

Moses Brown School   2007 — 2011
High School

Eric Kirkman, CIMA® Eric Kirkman, CIMA® Raleigh-Durham, North Carolina Area Details
Eric Kirkman, CIMA®'s Columbia Threadneedle Investments, US Experience March 2002 - Present
Job Regional Sales Director, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2002 - Present

Skills
Series 7, Series 65

Education
Clemson University   1994 — 1998
BS, Economics

Braden Osten Braden Osten College Park, Maryland Details
Braden Osten's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job Private Wealth Management Intern at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
Hickey's Wine and Spirits   May 2013 - May 2015
Robert H. Smith School of Business, University of Maryland   August 2014 - December 2014
CW Capital Investments LLC   December 2012 - January 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, Real Estate Financing, Financial Reporting, Finance, Business

Education
University of Maryland College Park   2012 — 2016
Bachelor of Science (B.S.), Finance, General

University of Maryland College Park

Jay Fradenburg Jay Fradenburg Greater Detroit Area Details
Jay Fradenburg's Columbia Threadneedle Investments, US Experience August 2004 - August 2015
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
Columbia Threadneedle Investments, US   August 2004 - August 2015
Columbia Management  November 1999 - July 2004
Pioneer Investments  1998 - 1999

Skills
Series 7, Investments, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Financial Services, Series 6

Education
East Tennessee State University   1989 — 1994
BBA, Marketing

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

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

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

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

Brendan Creavin Brendan Creavin Franklin, Massachusetts Details
Brendan Creavin's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job NSCC Trading Representative at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
SIMOS Insourcing Solutions  June 2014 - August 2014
Incontro Restaurant   May 2013 - May 2014
Ninety Nine Restaurants  May 2012 - August 2012
Dunkin' Brands  May 2010 - May 2011

Skills
Inventory Management, Microsoft Word, Microsoft Excel, PowerPoint, Food Safety, Customer Service, Data Analysis, Teamwork, Public Speaking

Education
Isenberg School of Management, UMass Amherst   2011 — 2015
Bachelor of Business Administration (BBA), Finance

Mary Jo Kohman Mary Jo Kohman Greater Minneapolis-St. Paul Area Details
Mary Jo Kohman's Columbia Threadneedle Investments, US Experience July 1996 - Present
Job Vice President, National Accounts Columbia Management
Industry Financial Services
Experience
Columbia Management  May 2010 - Present
Columbia Threadneedle Investments, US   July 1996 - Present
RiverSource  July 1996 - May 2010

Skills
CFP, ChFC, CMFC, Certified Financial..., Series 7, Series 63, Series 66, Wholesale, Uniform Combined State..., Asset Allocation, Separately Managed..., ETFs, Mutual Funds, Series 6, Retirement, Series 24, Investments, Financial Planning, Retirement Planning, Asset Management, FINRA, Financial Services

Education
University of St. Thomas   2009 — 2010
Mini Masters, Management

St. Cloud State University   1983 — 1988
BS, Finance, General

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

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

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

Augustana College   1996 — 2000
B.A., Psychology

Michael Shuckerow Michael Shuckerow New York, New York Details
Michael Shuckerow's Columbia Threadneedle Investments, US Experience April 2008 - October 2014
Job Chief Compliance Officer Realty Capital Securities, LLC
Industry Capital Markets
Experience
Realty Capital Securities  October 2014 - Present
Columbia Threadneedle Investments, US   April 2008 - October 2014
Bank of America  April 2008 - April 2010
Citi  May 2005 - April 2008
UBS  April 2000 - May 2005
UBS PaineWebber  April 2000 - May 2005
New York Life Insurance Company  1998 - 2000
Connecticut Superior Court  January 1997 - June 1997

Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets

Education
St. John's University School of Law   1996 — 1998
Juris Doctor, Law

Northeastern University
BS, Pre-Law, CJ & Political Science

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

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

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

Bowling Green State University   1982 — 1986
BS BA, Business

Colby Hart Colby Hart Dallas/Fort Worth Area Details
Colby Hart's Columbia Threadneedle Investments, US Experience March 2015 - Present
Job Regional Vice President at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2015 - Present
Columbia Threadneedle Investments, US   January 2011 - March 2015
BNI Newton Connectors   March 2010 - January 2011
Baystate Financial Services  September 2009 - January 2011
The Country Club, Brookline   May 2001 - August 2009
Baystate Financial Services  June 2008 - August 2008
Dale Carnegie Training  June 2008 - August 2008

Skills
Series 6, Series 7, Series 63, Series 66

Education
Elon University   2005 — 2009
BS, Business Administration: Finance; Minor: Economics

Elon University - Martha and Spencer Love School of Business   2005 — 2009
BS, Business Administration: Finance; Minor: Economics

Brookline High School   2001 — 2005

Michael Orr Michael Orr Beverly, Massachusetts Details
Michael Orr's Columbia Threadneedle Investments, US Experience April 2013 - Present
Job Director, Product Management at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   April 2013 - Present
Columbia Management  May 2010 - April 2013
Columbia Management  November 2006 - May 2010

Skills
Mutual Funds, Product Management, Capital Markets, Investments, Equities, Convertible Securities, Asset Management, Sales, Sales Management, Sales Presentations, Series 7, Series 24, Series 63, FactSet, Morningstar

Education
Elon University   2001 — 2005
Bachelor of Science (BS), Finance

Dina Southworth Dina Southworth Hartford, Connecticut Area Details
Dina Southworth's Columbia Threadneedle Investments, US Experience October 2004 - July 2012
Job Marketing Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments EMEA APAC   July 2012 - Present
Columbia Threadneedle Investments, US   October 2004 - July 2012
Columbia Management  April 2004 - October 2004
Columbia Management  March 2000 - April 2004
Columbia Managment   May 1998 - March 2000

Skills
Investments, Mutual Funds, Portfolio Management, Asset Allocation

Education
Rensselaer Polytechnic Institute   1999 — 2001
Masters of Science, Finance

University of Connecticut   1993 — 1996
Bachelor of Science, Business Management

Rensselaer Polytechnic Institute
Master of Science, Finance

University of Connecticut
Bachelor of Science, Business Management

Andy Cunningham, CRPC®, AIF® Andy Cunningham, CRPC®, AIF® Tampa/St. Petersburg, Florida Area Details
Andy Cunningham, CRPC®, AIF®'s Columbia Threadneedle Investments, US Experience June 2013 - Present
Job Regional Vice President, Investment Only Division at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2013 - Present
Franklin Templeton Investments  December 2010 - June 2013
Franklin Templeton Investments  February 2008 - December 2010
Franklin Templeton Investments  February 2007 - February 2008

Skills
Mutual Funds, Series 7, Series 6, Separately Managed..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Securities

Education
Florida State University   2002 — 2005
BA

Northside Christian High School   1996 — 1999

Andrew Dieter Andrew Dieter Cleveland, Ohio Details
Andrew Dieter's Columbia Threadneedle Investments, US Experience October 2012 - Present
Job Regional Vice President
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   October 2012 - Present
Columbia Management  September 2007 - September 2012
BlackRock  January 2006 - February 2007

Education
Hobart and William Smith Colleges   2002 — 2005
Bachelor of Arts (B.A.), Economics

The Williston Northampton School   2000 — 2001

Winchester High School   1996 — 2000

Billy Hazuka Billy Hazuka Greater Minneapolis-St. Paul Area Details
Billy Hazuka's Columbia Threadneedle Investments, US Experience December 2014 - Present
Job Production Artist
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2014 - Present
Merrill Communications  November 2001 - December 2013
Liberty Enterprises  1998 - 2000
Investment Advisers, Inc. (IAI)   September 1995 - March 1998

Skills
Illustrator, Layout, Graphic Design, Graphics, QuarkXPress, Adobe Creative Suite, Brochures, Mac, Photoshop, Direct Mail, Flash, Photography, HTML, Marketing, Multimedia, Account Management, Posters

Education
St. Cloud State University   1980 — 1985
Bachelors, Marketing, Mass Communications

Henry Sibley   1978 — 1980

Columbia College Chicago
Film

Courtney Walsh Courtney Walsh Charlestown, Massachusetts Details
Courtney Walsh's Columbia Threadneedle Investments, US Experience September 2011 - Present
Job Municipal Bond Trader at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2011 - Present
BNY Mellon  February 2010 - September 2011
BNY Mellon  March 2008 - February 2010
Welch and Forbes LLC   February 2007 - March 2008

Education
Francis Marion University   2003 — 2006
Bachelor of Business Administration (BBA), Economics

Anthony J. Gonzales Anthony J. Gonzales Greater Philadelphia Area Details
Anthony J. Gonzales's Columbia Threadneedle Investments, US Experience May 2002 - January 2003
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark  September 2015 - Present
Curian Capital  September 2005 - August 2015
Curian Capital  January 2003 - September 2005
Columbia Threadneedle Investments, US   May 2002 - January 2003
First Investors  January 2001 - May 2002
Charles Schwab  March 2000 - January 2001

Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale

Education
Kansas State University   1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services

Concordia High School   1990 — 1994
HS Diploma

Michael P. Taylor Michael P. Taylor Burlington, Vermont Area Details
Michael P. Taylor's Columbia Threadneedle Investments, US Experience June 2011 - June 2015
Job Vice President Municipal Bonds at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments  June 2015 - Present
Columbia Threadneedle Investments, US   June 2011 - June 2015
Standard & Poor's   April 2007 - May 2011
Standard & Poor's   May 2005 - April 2007
Standard & Poor's   May 2003 - April 2005
PIMS New York, Inc.   August 2000 - April 2003
Madison Square Garden  1999 - 2000

Skills
Fixed Income Analysis, Mutual Funds, Credit Analysis, Public Finance, Ratings, Financial Services, Bloomberg, Charter Schools, Power, Utilities, State Taxation, Valuation, Asset Allocation, Management

Education
Marist College   2006 — 2008
Master of Arts

Marist College   1996 — 2000
Bachelor of Arts

Saratoga Central Catholic H.S./St. Peter's Academy   1992 — 1996

Erin Husom Erin Husom Minneapolis, Minnesota Details
Erin Husom's Columbia Threadneedle Investments, US Experience November 2013 - Present
Job Senior Business Systems Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2013 - Present
Ameriprise/Columbia Management   February 2012 - November 2013
EF English First Jakarta   April 2010 - April 2011
Minnesota State Colleges and Universities  August 2008 - August 2009
T-Mobile  May 2004 - September 2007

Skills
Data Analysis, Visio, Microsoft Word, Change Management, Business Analysis, Process Improvement, Curriculum Development, PowerPoint, Microsoft Excel

Education
Bethel University   2009 — 2012
MA, Education

Bethel University   2002 — 2005
BA, Business Marketing, International Business

Steve Fiedler Steve Fiedler Greater Boston Area Details
Steve Fiedler's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Strategic Product Management at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
F-Squared Investments  June 2014 - March 2015
State Street Global Advisors  August 2010 - June 2014
Putnam Investments  August 2007 - August 2010
Putnam Investments  January 2003 - August 2007
Putnam Investments  April 1999 - January 2003

Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
MBA, Finance

Hobart and William Smith Colleges   1989 — 1993
B.A, Economics, French

Janell Canha Janell Canha Boston, Massachusetts Details
Janell Canha's Columbia Threadneedle Investments, US Experience October 2013 - Present
Job Vice President, Head of Business Intelligence at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   October 2013 - Present
John Hancock Financial Services  June 2011 - March 2013
John Hancock Financial Services  December 2008 - June 2011
John Hancock Financial Services  July 2004 - December 2008
Manulife Financial  June 2000 - July 2004

Skills
Investments, Mutual Funds, Retirement, 401k, Financial Services, Series 6, Wealth Management, Relationship Management, Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Competitive Analysis, Pensions, Asset Allocation, Financial Analysis, Fixed Annuities, Strategic Planning, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
MBA, Financial Services Competitive Strategy

Quinnipiac University   1993 — 1997
BS, International Marketing; minoring in Spanish, French

Clinton Vilks Clinton Vilks Greater Minneapolis-St. Paul Area Details
Clinton Vilks's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job Fixed Income Portfolio Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
The Krause Fund   August 2014 - December 2014
University of Iowa Libraries  January 2014 - December 2014
RBC Wealth Management  June 2014 - August 2014
Phi Delta Theta Fraternity  November 2012 - January 2014

Skills
Time Management, Social Networking, Recruiting, Leadership, Financial Analysis, Financial Modeling, Event Planning, Public Relations, Marketing, Psychology, Event Management, Fundraising, Social Media Marketing, Team Leadership, Networking, Sales, Community Outreach, Outlook, Access

Education
University of Iowa - Henry B. Tippie College of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Sean Golden Sean Golden Greater Boston Area Details
Sean Golden's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Putnam Investments  May 2014 - July 2015
Putnam Investments  November 2013 - May 2014

Education
Stonehill College   2009 — 2013
Bachelor of Science (BS), Finance

Xaverian Brothers High School   2005 — 2009
High School

Cathryn Siereveld Cathryn Siereveld Boston, Massachusetts Details
Cathryn Siereveld's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job Intermediary Services Associate at Columbia Threadneedle Investments, CFA Level I Candidate
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
Columbia Threadneedle Investments, US   June 2014 - August 2014
State Street Corporation  June 2013 - August 2013

Skills
Accounting, Finance, Microsoft Excel, Microsoft Office, Invoicing, Financial Analysis

Education
Bentley University   2011 — 2015
Corporate Finance and Accounting

Notre Dame Academy, Hingham, MA   2007 — 2011

Dana Kelley Dana Kelley Portland, Oregon Details
Dana Kelley's Columbia Threadneedle Investments, US Experience December 2013 - Present
Job Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2013 - Present
Columbia Management  September 2011 - December 2013
Putnam Investments  July 2008 - September 2011
UBS Investment Bank  June 2007 - August 2007
ING Investment Management  May 2006 - August 2006

Skills
Accounting, Analysis, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Valuation, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Management, Portfolio Management, Valuation

Education
The University of Connecticut School of Business   2004 — 2008
B.S., Finance, Mathematics Minor

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

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

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

Royal Holloway University - Egham   2010 — 2010
Economics and Philosophy

Michael T. Farley Michael T. Farley Greater Boston Area Details
Michael T. Farley's Columbia Threadneedle Investments, US Experience 2011 - Present
Job Marketing Manager, Asset Management Communications in Boston
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   2011 - Present
IBM  2011 - 2011
The Education Resources Institute, Inc. (TERI)   2007 - 2010
KeyBank  2000 - 2007
Charles Schwab  1999 - 2000
Scudder Kemper Investments  1997 - 1999
MetLife Financial Services  1997 - 1997

Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing

Education
Boston University Questrom School of Business   1991 — 1995
BS/BA

Jack Ruhland, MBA Jack Ruhland, MBA Minneapolis, Minnesota Details
Jack Ruhland, MBA's Columbia Threadneedle Investments, US Experience December 2014 - Present
Job Client Administration Analyst at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   December 2014 - Present
Cetera Investment Services  September 2013 - December 2014
Preferred Credit, Inc.   April 2012 - August 2013
Ruhland Law Office/Douglas Ruhland Realty   May 2009 - May 2012

Skills
Customer Service, Sales, Teamwork, Public Speaking, Microsoft Excel, Accounting, Team Leadership, Retail, Marketing, Leadership, Data Entry, Market Research, Management, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Outlook, Access, Finance, Inventory Management, Social Networking, Higher Education, Equities, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Economic Policy

Education
St. Cloud State University   2012 — 2014
Master of Business Administration (M.B.A.), Economics emphasis, GPA: 3.50

St. Cloud State University   2007 — 2011
Bachelor of Science, Finance

Jeanelle Plouffe Jeanelle Plouffe Greater Boston Area Details
Jeanelle Plouffe's Columbia Threadneedle Investments, US Experience July 2011 - Present
Job Manager Mutual Fund Performance Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   July 2011 - Present

Skills
Asset Allocation, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities, Financial Analysis, Financial Services, Investments, Securities

Education
Boston University   2003 — 2007
Bachelor, Economics, Statistics, Business Administration

Anna Noonan Anna Noonan Boston, Massachusetts Details
Anna Noonan's Columbia Threadneedle Investments, US Experience August 2015 - Present
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

Kent Harrison, CIMA® Kent Harrison, CIMA® New Orleans, Louisiana Details
Kent Harrison, CIMA®'s Columbia Threadneedle Investments, US Experience March 2010 - Present
Job Regional Vice President at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2010 - Present
John Hancock Life Insurance Company (U.S.A.)   November 2006 - May 2009
Merrill Lynch  June 2004 - October 2006
Merrill Lynch  June 2003 - August 2004

Skills
FINRA, Series 7, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Retirement, Series 65, Securities, Series 6, 401k, Wealth Management, Series 63, Separately Managed..., Uniform Combined State...

Education
University of Kentucky   2000 — 2004
B.B.A., Double Major in Finance and Marketing

Andrew Hawes Andrew Hawes Greater Boston Area Details
Andrew Hawes's Columbia Threadneedle Investments, US Experience April 2014 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   April 2014 - Present
Columbia Management  November 2013 - April 2014
Oracle  May 2013 - December 2013
Brown Brothers Harriman  January 2011 - May 2013

Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com

Education
Isenberg School of Management, UMass Amherst   2006 — 2010
Bachelor of Business Administration, Management

Concord Carlisle HS   2002 — 2006

Amanda Corrao Amanda Corrao Providence, Rhode Island Area Details
Amanda Corrao's Columbia Threadneedle Investments, US Experience September 2015 - Present
Job Candidate for Admission to RI and MA State Bars
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2015 - Present
United States Bankruptcy Court, District of Massachusetts   September 2014 - May 2015
Rhode Island Office of the Attorney General  May 2014 - August 2014
Rhode Island Legal Services  January 2012 - March 2013

Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Corporate Law, Microsoft Office, Research, Courts, Commercial Litigation, Public Speaking, Westlaw, Legal Assistance, Family Law, Dispute Resolution

Education
Suffolk University Law School   2011 — 2015
Juris Doctor (J.D.), Business Law and Financial Services, with distinction

University of Rhode Island   2005 — 2010
Bachelor's Degree, Communication Studies, Minor in Business

Kristin Weller Kristin Weller Minneapolis, Minnesota Details
Kristin Weller's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Business Support Asset Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Travelers  June 2015 - September 2015
Alumni Hall Stores  August 2013 - January 2014
Oxboro Family Chiropractic   November 2012 - August 2013
Massage Retreat and Spa  January 2012 - November 2012

Skills
Administrative Work, Temporary Staffing, Recruiting, Accounts Payable, Contract Recruitment, Payroll, Accounts Receivable, Outlook, Accounting, Account Reconciliation, Leadership, Customer Service, Staffing Services, Office Management, Microsoft Excel, Microsoft Office, Auditing, Management, Workers Compensation, Social Media, Sales, Blogging

Education
Columbia College   2007 — 2010
Pursuing Associate, Business

University of Missouri-Columbia   2006 — 2009

Robert Natale Robert Natale Greater Boston Area Details
Robert Natale's Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
Columbia Threadneedle Investments, US   June 2014 - May 2015
Brown Brothers Harriman  May 2013 - June 2014
Brown Brothers Harriman  August 2008 - May 2013
Enterprise Rent-A-Car  June 2007 - December 2007

Skills
Sales, Mutual Funds, Excel

Education
Northeastern University   2013 — 2014
Graduate Certificate of Advanced Study in Management, Graduate Certificate in the Advanced Study of Management

University of Rhode Island - College of Business Administration   2004 — 2008
Bachelor of Science, Finance

Gladys Pagan-Ramdas Gladys Pagan-Ramdas Greater New York City Area Details
Gladys Pagan-Ramdas's Columbia Threadneedle Investments, US Experience June 2002 - Present
Job Business Support Manager at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   June 2002 - Present
BNY Mellon  July 1998 - June 2002

Skills
Financial Services, Risk Management, Management, Portfolio Management, Team Leadership, Customer Service, Equities, Business Analysis, Banking, Relationship Management, Asset Management, Mutual Funds, Bloomberg, FactSet, Longview, Event Planning, Mentoring, Peer Mentoring, Leadership Development

Education
Mercy College
Business Administration and Management, General

Daniel O'Shea, CRPS® Daniel O'Shea, CRPS® Washington D.C. Metro Area Details
Daniel O'Shea, CRPS®'s Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Regional Vice President Investment Only Division at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
IBG Financial Partners, LLC   March 2012 - May 2015
Morgan Stanley Smith Barney  May 2009 - March 2012
UBS Wealth Management  March 2008 - May 2009
A.G. Edwards & Sons, Inc.   2007 - 2008

Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31

Education
Amherst College   2003 — 2007
Bachelor of Arts, Political Science

Xiaoyu Liu Xiaoyu Liu Greater New York City Area Details
Xiaoyu Liu's Columbia Threadneedle Investments, US Experience 2007 - 2011
Job Portfolio Manager: US, International Equities
Industry Investment Management
Experience
Deutsche Asset and Wealth Management  2011 - 2014
Columbia Threadneedle Investments, US   2007 - 2011
U.S. Trust   2004 - 2007
Citigroup Asset Management  2002 - 2004
Citi  2001 - 2001
Siemens UGS PLM Software/Formerly Structural Dynamics Research Corp.   1996 - 2000

Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Quantitative Finance, Risk Management, Asset Allocation, Portfolio Optimization, Trading, Financial Modeling, Investment Strategies, Investment Management, Derivatives, Equity Derivatives, ETFs, Quantitative Analytics, Asset Managment, Bonds, Capital Markets, Financial Markets, Options, Trading Systems, Relationship Management, Relationship Development, Asset Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2000 — 2002
Master of Business Administration (M.B.A.)

Vanderbilt University
MS, Ph.D. Candidate (ABD)

Renmin University of China

Colby Bates Colby Bates Marblehead, Massachusetts Details
Colby Bates's Columbia Threadneedle Investments, US Experience October 2014 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   October 2014 - Present
Fidelity Investments  March 2014 - October 2014
Fidelity Investments  May 2013 - January 2014
Sandler Training  January 2013 - May 2013
American Trust Mortgage, Inc.   January 2012 - August 2012

Skills
Microsoft Excel, Finance, Microsoft Office, Customer Service, Sales, Public Speaking, Negotiation, New Business Development, Access, Financial Analysis, PowerPoint, Mutual Funds, Banking, Financial Statements, Accounting, Time Management

Education
Salem State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics Minor

Marblehead High School   2005 — 2009

Grace Waters Grace Waters Greater Boston Area Details
Grace Waters's Columbia Threadneedle Investments, US Experience July 2013 - Present
Job Regional Sales Director at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   July 2013 - Present
Columbia Threadneedle Investments, US   June 2012 - July 2013
Columbia Threadneedle Investments, US   June 2011 - August 2011

Skills
Equities, Social Media, Series 7, Investments

Education
Middlebury College   2008 — 2012

Nonie Antone Nonie Antone Charlotte, North Carolina Details
Nonie Antone's Columbia Threadneedle Investments, US Experience November 2011 - Present
Job Senior Schedule Coordinator at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   November 2011 - Present
Elevation Church  June 2011 - Present
VIP Homes and Properties   2008 - 2011
Artbeads.com  2005 - 2006

Skills
Microsoft Excel, Process Improvement, Access, Customer Service, Microsoft Office, Outlook, Microsoft Word, Risk Management, PowerPoint, Business Analysis, Sales, Financial Analysis, Analysis, Salesforce.com

Education
Central Piedmont Community College   2014 — 2017
Business Administration

Harry Seymour Harry Seymour Arlington, Virginia Details
Harry Seymour's Columbia Threadneedle Investments, US Experience August 2007 - Present
Job Regional Vice President at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   August 2007 - Present
Legg Mason  June 2005 - August 2007
SMITH BARNEY  April 2001 - April 2005
SMITH BARNEY  October 1999 - April 2001

Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., Asset Allocation, 401k, Asset Management, Financial Services, Retirement Planning, Equities, Portfolio Management, Investment Strategies, Investment Advisory, Fixed Income, Retirement, Sales, Series 66

Education
Columbia University in the City of New York   1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government

Christine Costa Christine Costa Boston, Massachusetts Details
Christine Costa's Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Asset Management Compliance Columbia Threadneedle Investmtents
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
BAI Financial (LPL Financial)   September 2012 - April 2015
Arlen Corporation (AIG / Royal Alliance & Associates)   April 2003 - September 2012
Providence Partners (Raymond James)   May 2000 - April 2003

Skills
Compliance, FINRA, SEC, Broker-Dealer, SEC filings, Securities, Financial Services, Financial Audits, Investments, Mutual Funds, Microsoft Office, Analysis, Editing

Education
Rhode Island College   1996 — 2000
Bachelors of Arts, English

Joseph Dougherty, CFA Joseph Dougherty, CFA Boston, Massachusetts Details
Joseph Dougherty, CFA's Columbia Threadneedle Investments, US Experience September 2007 - Present
Job Institutional Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2007 - Present
State Street Global Advisors  June 2006 - September 2007
State Street Analytics   July 2004 - June 2006
State Street Bank and Trust  June 2002 - June 2004
Merrill Lynch Advisers   June 2001 - August 2001

Skills
Asset Management, Investments, Fixed Income, Portfolio Management, Equities, Client Relationship..., Client Service, Client Development, Team Motivator, Public Speaking, Bloomberg, Finance, Hedge Funds, Investment Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2008
MBA, Asset Management

Boston College   1998 — 2002
BA, Economics

Katrina (Katia) Kozak Katrina (Katia) Kozak Boston, Massachusetts Details
Katrina (Katia) Kozak's Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Student at Northeastern University
Industry
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
Clearview Audio   October 2014 - December 2014
480 Biomedical, Inc.   January 2014 - June 2014
Quechee Alpine Race Team   November 2012 - April 2013
Organogenesis Inc.  April 2012 - June 2012

Skills
SolidWorks, AutoCAD, C++, Microsoft Office, PowerPoint, Matlab, Data Analysis, Social Media, Public Speaking, Research, Teamwork, Strategic Planning, Sales, Event Planning, Team Leadership, Marketing Strategy, Time Management, Fundraising, Problem Solving, Customer Service, Engineering, Product Development, Leadership

Education
Northeastern University   2012 — 2017
Bachelor's Degree, Accounting and Finance

Nicole Beede Nicole Beede Greater Boston Area Details
Nicole Beede's Columbia Threadneedle Investments, US Experience April 2015 - Present
Job National Accounts Coop at Columbia Threadneedle Investments, US
Industry Marketing and Advertising
Experience
Columbia Threadneedle Investments, US   April 2015 - Present
Next Step Living  February 2015 - Present
Northeastern University  January 2013 - Present
Club Monaco  December 2014 - January 2015
The Protestant Guild for Human Services  April 2014 - December 2014
Jumpstart  January 2014 - May 2014
Northeastern University  January 2014 - April 2014
RuffaloCODY  June 2013 - February 2014
Boston Bar Association  June 2013 - December 2013
EXPRESS  July 2012 - October 2013

Skills
People-oriented, Fundraising, Sales, Marketing Strategy, Public Relations, Social Media, Nonprofits, Psychology, Event Planning, Youth Development, Child Development, Office Skills, Organization, Interpersonal..., Telephone Skills, Volunteering, Community Outreach, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Salesforce.com, Research, Social Networking, Facebook, Customer Service, Teamwork, Time Management, Leadership, Training, Event Management

Education
Northeastern University   2011 — 2013
Bachelor's degree, Psychology

Portsmouth Abbey School   2007 — 2011

Katelyn Whalen Katelyn Whalen Greater Boston Area Details
Katelyn Whalen's Columbia Threadneedle Investments, US Experience June 2014 - Present
Job Regional Sales Director
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   June 2014 - Present
Columbia Threadneedle Investments, US   October 2013 - June 2014
Delta Dental/DentaQuest   March 2013 - October 2013
Health New England  December 2010 - March 2013
Retiree Financial Services   June 2010 - December 2010

Skills
Marketing, Customer Service, Sales, Health Insurance, Social Media, Microsoft Office, Microsoft Excel, Insurance, Salesforce.com, Public Speaking, PowerPoint, Public Relations, Outlook, Strategic Planning, Analysis, Management, Sales Process, Account Management

Education
Saint Anselm College   2006 — 2010
B.A., International Business, Economics

T Kevin Howley T Kevin Howley Boston, Massachusetts Details
T Kevin Howley's Columbia Threadneedle Investments, US Experience November 2005 - Present
Job Director Equity Product Management / Client Portfolio Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2005 - Present
Fidelity Investments  June 2000 - November 2005

Skills
Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Management

Education
Babson College
Master of Business Administration (M.B.A.), Finance, General

Boston College
Bachelor's Degree, Economics

Fordham Prep

Adam Mattson, CRPC® Adam Mattson, CRPC® Wakefield, Massachusetts Details
Adam Mattson, CRPC®'s Columbia Threadneedle Investments, US Experience April 2015 - Present
Job Lead Business Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2015 - Present
Columbia Management  January 2008 - March 2015
Columbia Management  January 2006 - December 2007
Putnam Investments  October 2002 - October 2004

Skills
Mutual Funds, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Series 7, Asset Allocation, Series 63, Wealth Management, Securities, Financial Services, Trading, Investment Strategies, Capital Markets, Retirement Planning

Education
Suffolk University   1999 — 2002
Bachelor of Science (B.S.), Finance, General

Peter Cahill Peter Cahill Boston, Massachusetts Details
Peter Cahill's Columbia Threadneedle Investments, US Experience February 2015 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   February 2015 - Present
Putnam Investments  July 2014 - January 2015
State Street  June 2013 - August 2013
State Street  June 2012 - August 2012
Cohasset Golf Club  June 2011 - August 2011

Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis

Education
College of the Holy Cross   2010 — 2014
Bachelor of Arts (B.A.), Political Science

St. Sebastian's School   2004 — 2010

Frank Vance Frank Vance Boston, Massachusetts Details
Frank Vance's Columbia Threadneedle Investments, US Experience September 2015 - Present
Job Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2015 - Present
Capstone Consulting  June 2014 - July 2015
NCAA  2011 - 2015
Pittsburgh Penguins  2008 - 2013

Skills
Leadership, Unified Communications, Business Strategy, Microsoft Office, Stata, Regression Testing, People Skills, Economics, Baseball, Analysis, Sales, Salesforce.com

Education
The College of Wooster   2011 — 2015
Bachelor of Arts (BA), Business Economics

Bishop Canevin High School   2008 — 2011

Colleen O'Toole Colleen O'Toole Boston, Massachusetts Details
Colleen O'Toole's Columbia Threadneedle Investments, US Experience August 2013 - Present
Job Marketing Coordinator at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2013 - Present
Beth Israel Deaconess Medical Center  October 2012 - August 2013
Puma  November 2011 - October 2012
Plymouth Rock Assurance Corporation  October 2010 - October 2011
Niketown Boston   March 2005 - March 2010
Salve Regina University  January 2009 - December 2009
Roca  May 2008 - July 2008

Skills
Marketing, Web Marketing Strategy, Corporate Social Media, Word Press, Social Networking, Global Client Management, Leadership, Business Communications, Corporate Communications, Customer Service, Administrative Work, Raiser's Edge, Nonprofits, Marketing Communications, Social Media Marketing

Education
Salve Regina University   2009 — 2010
Master of Science (M.S.), Management

Salve Regina University   2005 — 2009
Bachelor of Arts (B.A.), English Communications, Minor Sports Management

Leslie Walstrom Leslie Walstrom United States Details
Leslie Walstrom's Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Head of U.S. Marketing at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
Natixis Global Asset Management  July 2007 - May 2015
Breath of Sun   March 2011 - August 2011
RiverSource Investments (a division of Ameriprise Financial)   June 2006 - June 2007
RiverSource Investments  December 2003 - June 2006

Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Management, Strategic Communications, Digital Marketing, Corporate Communications, Product Marketing, Internal Communications, Strategic Planning, Social Media Marketing, Investments, Competitive Analysis, Online Advertising, Financial Services, Event Planning, Product Management, Strategy, Management, Leadership, Digital Media, Account Management, Business Strategy, E-commerce, Segmentation, Sales, Trusted Business Advisor, Business Excellence, Values-based Leadership, Trusted Business Partner

Education
Bentley University   2015 — 2015
User Experience Boot Camp

Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2014
Leading Innovation (Executive Education)

Thunderbird School of Global Management   2014 — 2014
Certificate, Global Leadership

Niralambaya Academy of Yogic Arts   2009 — 2010
200 Hour Yoga Teacher Certification

Duke University   2007 — 2007
Certificate, Center for Documentary Studies

University of St. Thomas
BA, Human Resources Management

University of St. Thomas - Opus College of Business
MBA, Business Communications

David Pullman David Pullman Greater Boston Area Details
David Pullman's Columbia Threadneedle Investments, US Experience February 2014 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   February 2014 - Present
BlackRock  September 2012 - February 2014
Elon University  September 2008 - September 2012
UBS Wealth Management  February 2011 - April 2011
Wequassett Inn Resort and Golf Club   June 2010 - August 2010

Skills
Excel, PowerPoint, Microsoft Office, Word, Access, Microsoft Word, Social Media, Microsoft Excel, Sales, Management, Customer Service, Accounting, Financial Analysis

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
B.S.B.A., B.A., Finance, Economics

Darren Palmer, CFP® Darren Palmer, CFP® United States Details
Darren Palmer, CFP®'s Columbia Threadneedle Investments, US Experience July 2005 - Present
Job Vice President, Regional Sales Director, External Wholesaler Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   July 2005 - Present
Columbia Threadneedle Investments, US   January 2007 - April 2008
BlackRock  2004 - 2005
Putnam Investments  2001 - 2004
Bear Stearns  1998 - 1999

Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills

Education
Boston University   2009 — 2011
Certified Financial Planner Program

Northeastern University   2003 — 2004
Graduate Certificate, Marketing Technologies

University of Massachusetts, Amherst   1994 — 1998

Woburn High School   1990 — 1994

Wesley Cameron Wesley Cameron Boston, Massachusetts Details
Wesley Cameron's Columbia Threadneedle Investments, US Experience December 2013 - Present
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2013 - Present
Fidelity Investments  February 2013 - November 2013
Fidelity Investments  August 2012 - February 2013
U.S. Trust, Bank of America Private Wealth Management   December 2009 - March 2012
Legal Wheels, Inc   August 2007 - August 2009

Skills
Series 7, Series 63, Series 66, Finance, Uniform Combined State..., Portfolio Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Relationship Management, Investment Advisory, Equities, Investment Strategies, Fixed Income, Series 65

Education
Liberty University   2009 — 2011
M.A, Professional Counseling

North Carolina State University   2003 — 2007
B.A, Sociology

Christopher Stuart, CFA Christopher Stuart, CFA Greater Boston Area Details
Christopher Stuart, CFA's Columbia Threadneedle Investments, US Experience January 2014 - May 2015
Job
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   January 2014 - May 2015
Shortzilla LLC   November 2012 - December 2013
TheStreet Ratings   October 2010 - November 2012
Merrill Lynch  June 2006 - October 2010
One Beacon Insurance  January 2005 - June 2006
H&R Block Financial Advisors  June 2001 - December 2004

Skills
Bloomberg, Factset, Fundamental Research, Equity Research, Stock Picking, Equity Valuation, Asset Management, Asset Allocation, Analysis, Qualitative Research, Quantitative Analysis, Quantitative Research, Excel, Financial Modeling, Financial Analysis, SEO, Website Development, CFA, Economics, SQL, Wordpress, Retirement Planning, Model Portfolios, Mutual Funds, Hedge Funds, Options, Technical Analysis, Competitive Analysis, Google Analytics, Factor Analysis, Chartered Financial..., Forensic Accounting, short selling, Short Sales, Long/Short Equity, Portfolio Management, Investments, Investment Management, Alternative Investments, Stocks, Microsoft Excel, VBA, DCF Valuation, Asset Managment, Quantitative Analytics, Finance, ETFs, Due Diligence, Equities, Valuation

Education
University of Massachusetts at Amherst - Isenberg School of Management   1994 — 1998
Bachelor of Arts (BA), Finance-Investments, 3.1

Xaverian Brothers High School   1991 — 1994
High School Diploma

Brad Blanton Brad Blanton Tampa/St. Petersburg, Florida Area Details
Brad Blanton's Columbia Threadneedle Investments, US Experience May 2010 - Present
Job Senior Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2010 - Present
RiverSource Distributors  December 2005 - April 2010
Integrity Funds Distributor   December 2004 - December 2005
American Express Financial Advisors  June 2004 - December 2004
Eagle Asset Management  December 1998 - June 2004
Heritage Asset Management  October 1993 - January 1998
Eagle Asset Management  June 1991 - October 1993

Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management

Education
Auburn University   1989 — 1993
Bachelor of Science in Business Administration, Finance

Elizabeth Valois Elizabeth Valois Boston, Massachusetts Details
Elizabeth Valois's Columbia Threadneedle Investments, US Experience March 2015 - Present
Job
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2015 - Present
Columbia Threadneedle Investments, US   June 2013 - March 2015
Kortenhaus Communications  September 2012 - December 2012
Citizens Bank  June 2010 - September 2012
Verizon  May 2009 - May 2010

Skills
Sponsorship Activation, Relationship Management, Strategic Planning, Executive Support, Internal Communications, Community Outreach, Public Relations, Communications Planning, Event Planning, Event Management, Corporate Communications, Marketing Communications, Strategic Communications, Corporate Events, Strategic Partnerships, Salesforce.com

Education
Emerson College   2008 — 2010
Master's Degree

University of Arizona   2004 — 2008
Bachelor's Degree

Erinn Webb Erinn Webb Minneapolis, Minnesota Details
Erinn Webb's Columbia Threadneedle Investments, US Experience November 2013 - Present
Job Client Reporting Analyst at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2013 - Present
Ameriprise Financial Services, Inc.   June 2011 - November 2013
Wells Fargo Advisors  November 2010 - March 2011
John Hancock  February 2010 - September 2010
Edward Jones  May 2008 - November 2009
Ceridian  August 2006 - July 2007
Ceres Environmental Services, Inc.   August 2005 - November 2005
Cargill  November 1999 - August 2005

Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby

Education
University of St. Thomas   2012 — 2019
Master of Business Administration (MBA), Accounting and Finance

Northwestern College   1995 — 1999
BA, Marketing

Georgetown University   1997 — 1997
Certificate, American Government and Politics (United States)

Nicholas St. Jean Nicholas St. Jean Providence, Rhode Island Area Details
Nicholas St. Jean's Columbia Threadneedle Investments, US Experience April 2007 - Present
Job
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2007 - Present

Education
Bryant University   2000 — 2004
Bachelor’s Degree, Business Management

Peter Malone, CFA Peter Malone, CFA Boston, Massachusetts Details
Peter Malone, CFA's Columbia Threadneedle Investments, US Experience August 2014 - Present
Job Manager, Institutional Product and Strategy at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2014 - Present
Columbia Management  October 2011 - August 2014
Columbia Management  May 2011 - November 2011
Wells Fargo  August 2010 - May 2011

Skills
Mutual Funds, Series 7, Asset Management, Portfolio Management, 401k, Retirement Planning, Retirement, Financial Services, Securities, Institutional Sales, Morningstar, FactSet, Equity Capital Markets, Alternative Investments

Education
Providence College   2006 — 2010
Bachelor of Science (BS), Finance, General

Macquarie University   2009 — 2009
Study Abroad Program - Spring Semester 2009, Finance, General

René Torgersen, CFA René Torgersen, CFA Greater Boston Area Details
René Torgersen, CFA's Columbia Threadneedle Investments, US Experience April 2012 - Present
Job Senior Analyst at Columbia Threadneedle Investments.
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2012 - Present
Pioneer Investments  November 2007 - April 2012
State Street Bank & Trust  December 2005 - February 2007
State Street Bank & Trust  March 2007 - 2007
Boston Capital Corporation   August 2005 - December 2005
Radius Capital Managament   June 2004 - August 2004
Suffolk University  May 2002 - June 2003
Norwegian Air Force   September 2000 - December 2001
NATO Stabilization Forces (Peacekeeping)   March 1999 - August 2000
Norwegian Air Force   July 1991 - March 1999

Education
Boston University Questrom School of Business   2003 — 2005
MBA

Boston University Questrom School of Business   2003 — 2005
MS

Suffolk University - Sawyer Business School   2002 — 2003
BSBA

Chuck Chiesa Chuck Chiesa Greater Boston Area Details
Chuck Chiesa's Columbia Threadneedle Investments, US Experience December 2013 - Present
Job Lead Business Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2013 - Present
Columbia Management  October 2007 - Present
Columbia Management  October 2007 - July 2011
State Street Corporation/ Investors Bank and Trust   May 2006 - October 2007
Brown Brothers Harriman  2000 - 2006

Skills
Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Equities, Alternative Investments

Education
University of Massachusetts at Amherst - Isenberg School of Management   2004 — 2007
MBA

College of the Holy Cross   1996 — 2000

Steven J. Snyder Steven J. Snyder Greater Boston Area Details
Steven J. Snyder's Columbia Threadneedle Investments, US Experience June 2011 - Present
Job Head of US Institutional Sales Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   June 2011 - Present
OFI Institutional Asset Management  July 2006 - March 2011
OppenheimerFunds  July 2006 - March 2011
Babson Capital Management  2004 - 2006
Eaton Vance  1999 - 2000

Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory

Education
Saint Lawrence University   1995 — 1999
Bachelor of Arts (B.A.), Economics

Elaine Kordis Elaine Kordis Greater Boston Area Details
Elaine Kordis's Columbia Threadneedle Investments, US Experience January 2006 - Present
Job Copy Editor at Columbia Threadneedle Investments
Industry Writing and Editing
Experience
Columbia Threadneedle Investments, US   January 2006 - Present
Fidelity Investments  May 2003 - December 2005
Seattle Sonics & Storm Basketball   September 1999 - May 2002
The Seattle Times  August 1998 - March 2000
Business Wire  1996 - 1998
WBCN  1994 - 1995

Skills
Copywriting, Marketing, Marketing Communications, Editing, Editorial, Marketing Strategy, Microsoft Office

Education
Boston University
B.S., Communcaitons/Public Relations

Susan Dellio Susan Dellio San Diego, California Details
Susan Dellio's Columbia Threadneedle Investments, US Experience May 2010 - Present
Job Senior Manager, Interactive Marketing Strategy
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2010 - Present
Bank of America  March 2008 - April 2010
Bank of America  March 2006 - March 2008
Fidelity Investments - Mutual Fund Product   October 2004 - March 2006
Fidelity Investments - Portfolio Advisory Services   November 2000 - October 2004
Fidelity Investments  January 2000 - November 2000
Fidelity Investments - Institutional Services Company  September 1998 - December 1999
XOMA Corporation  May 1996 - May 1998
KNSD Channel 7-39   September 1995 - May 1996

Skills
Integrated Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Strategy, Marketing, SEO, Advertising, Competitive Analysis, Management, Product Marketing, Cross-functional Team..., Marketing Communications, Online Advertising, Training, Content Management, CRM, Financial Services, Relationship Management, Leadership, Investments, Digital Marketing, Strategic Planning, Digital Strategy, Interactive Marketing, Social Media, Online Marketing, Content Strategy, Project Management

Education
University of San Diego   1993 — 1996
Bachelor of Arts, Communication Studies (Mass Media Emphasis)

Azusa Pacific University   1992 — 1993

Veronica Popp Veronica Popp United States Details
Veronica Popp's Columbia Threadneedle Investments, US Experience April 2015 - Present
Job Asset Management Compliance, Columbia Threadneedle Investments
Industry Law Practice
Experience
Columbia Threadneedle Investments, US   April 2015 - Present
State Street Global Advisors  July 2014 - March 2015
United States Bankruptcy Court  July 2013 - July 2014
Eaton Vance  May 2013 - May 2014
Davis & Davis, P.C.   May 2013 - July 2013
Greater Boston Legal Services  August 2012 - May 2013
Windhaven Investment Management  May 2010 - September 2011
Committee to Elect Scott Olson   June 2008 - December 2008
Office of Senator John F. Kerry  January 2008 - June 2008

Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management

Education
Suffolk University Law School   2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law

Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics

Steve Karnolt Steve Karnolt Greater Boston Area Details
Steve Karnolt's Columbia Threadneedle Investments, US Experience September 2000 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2000 - Present
Putnam Investments  September 1997 - September 2000

Skills
Investments, Series 7, Mutual Funds, Asset Allocation, 401k, Series 63, Relationship Management, Defined Contribution, New Business Development, Institutional...

Education
Northeastern University   1994 — 1997
BS, Finance & Entrepreneurship

Ken Hedgebeth Ken Hedgebeth Greater Boston Area Details
Ken Hedgebeth's Columbia Threadneedle Investments, US Experience May 1994 - Present
Job Senior Relationship Manager at Columbia Threadneedle Investments
Industry Banking
Experience
Columbia Threadneedle Investments, US   May 1994 - Present

Education
baruch college   1965 — 1969

Nicole Kollar, MBA Nicole Kollar, MBA Greater Minneapolis-St. Paul Area Details
Nicole Kollar, MBA's Columbia Threadneedle Investments, US Experience January 2015 - Present
Job Senior Project Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2015 - Present
RBC Wealth Management  May 2013 - January 2015
Ameriprise Financial  March 2011 - May 2013
Ameriprise Financial  March 2006 - December 2010
Ameriprise Financial  April 2004 - March 2006
Texans Credit Union  January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage)   January 1999 - December 1999
Deluxe Corporation  1997 - 1998

Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt

Education
Texas Christian University   2001 — 2003
MBA, Marketing & Strategy

University of Minnesota-Twin Cities   1994 — 1998
B.A., Speech Communications

Brett Kaufman Brett Kaufman Greater Minneapolis-St. Paul Area Details
Brett Kaufman's Columbia Threadneedle Investments, US Experience September 2002 - Present
Job Senior Analyst Head of High Yield Research at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2002 - Present

Skills
Fixed Income, Financial Modeling, Bloomberg

Education
Indiana University - Kelley School of Business   1999 — 2001
MBA, Finance

Miami University   1991 — 1995
BS, Finance

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

Education
Bentley University   1991 — 1995
BS, Accounting

Arlington High School   1987 — 1991
HS, Collge Prep

Patrick Clunan Patrick Clunan Greater Boston Area Details
Patrick Clunan's Columbia Threadneedle Investments, US Experience April 2013 - Present
Job Program Manager, Columbia Threadneedle Learning Center
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2013 - Present
Columbia Management  August 2010 - April 2013
John Hancock Life Insurance Company (U.S.A.)   June 2005 - September 2010

Skills
Series 7, Mutual Funds, 401k, Retirement Planning, Sales, Investments, Retirement, Series 63, Wealth Management, Fixed Income, Financial Services, Wholesale, IRAs, Salesforce.com, Sales Presentations, Asset Allocation, Fixed Annuities

Education
Saint Michael's College   2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General

Universität Salzburg   2006 — 2006

Burke Mountain Academy

William Reinhardt, CFA William Reinhardt, CFA Greater Boston Area Details
William Reinhardt, CFA's Columbia Threadneedle Investments, US Experience November 2014 - Present
Job Equity Analyst Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2014 - Present
Columbia Management  November 2013 - November 2014
Lazard  July 2012 - November 2013
Citi Investment Research & Analysis   October 2010 - June 2012
Fitch Ratings  May 2010 - October 2010
Miller Tabak Roberts Securities, LLC  February 2007 - January 2010
JPMorgan  November 2005 - February 2007

Skills
Equity Research, Valuation, Equities, Series 7, Investments, FINRA, DCF, High Yield, Fixed Income Analysis, Bloomberg, Financial Modeling, Institutional..., Securities, Portfolio Management, Series 63, Trading Systems, Chartered Financial..., Fundamental Analysis, Capital Markets, Trading, Analysis, Hedge Funds, Alternative Investments, Equity Valuation, Financial Services, Fixed Income, Wealth Management, Bloomberg Terminal, Bonds, Investment Banking, Credit Analysis, Emerging Markets

Education
Kenyon College   2001 — 2005
Bachelor of Arts, Political Science

Avon Old Farms School   1998 — 2001
High School Diploma

Matthew Pielert Matthew Pielert Greater Los Angeles Area Details
Matthew Pielert's Columbia Threadneedle Investments, US Experience September 2007 - Present
Job Vice President, Senior Analyst at Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2007 - Present
Union Bank  January 2003 - September 2007
Citi  2001 - 2003
Bank of America  1999 - 2000

Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Commercial Banking, Finance, Investments, Portfolio Management

Education
UCLA Anderson School of Management   1996 — 1998
MBA, Finance

Carnegie Mellon University   1989 — 1993
BS, Mechanical Engineering

Stephen Lee, Ph.D., CIMA Stephen Lee, Ph.D., CIMA Greater New York City Area Details
Stephen Lee, Ph.D., CIMA's Columbia Threadneedle Investments, US Experience March 2006 - Present
Job Regional Vice President, Investment Consultant, at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   March 2006 - Present
Independent Hedge Fund Sales and Marketing Consultant   2004 - 2005
Citigroup Alternative Investments  June 2002 - December 2003
KPG Investments LLC   August 2000 - June 2002
JP Morgan  1999 - 2000
Deutsche Bank  1998 - 1999

Skills
Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Investment Advisory, Asset Management, Investment Banking, Investments, ETFs, Series 63, Fixed Income, Portfolio Management, Separately Managed..., High Net Worth..., Uniform Combined State..., Institutional Sales, Mutual Funds, Investment Management, Investment Strategies, Securities, Series 65, FINRA, Wealth Management..., Series 24, 401k, Equities, Retirement Planning, Bonds, Series 6, Retirement, Institutional..., Financial Advisory, Wealth, Estate Planning, Series 7, Relationship Management

Education
Columbia University in the City of New York   1988 — 1997
PhD, Modern European History

Stony Brook University   1978 — 1984
MA, History

Stony Brook University   1978 — 1982
Bachelor of Arts (BA), History

David Buerger David Buerger Greater Boston Area Details
David Buerger's Columbia Threadneedle Investments, US Experience September 2004 - Present
Job Freelance Musician at Musician Composer
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2004 - Present
Musician Composer  September 1979 - Present
Odaiko New England  July 2008 - August 2012
Columbia Management  2002 - 2004

Skills
Social Media, Editing, Securities, Fixed Income, Customer Service, Higher Education, Event Planning, Nonprofits, Leadership, Public Speaking, Change Management, Business Analysis, Team Leadership, Microsoft Office, Team Building, Mutual Funds, Program Management, Series 7

Education
Cambridge College   2004 — 2007

Boston Language Institute   2004 — 2004
TEFL Certificate, English

La Porte High School

Shawn Whitehead, CMFC® CRPS® Shawn Whitehead, CMFC® CRPS® Greater Boston Area Details
Shawn Whitehead, CMFC® CRPS®'s Columbia Threadneedle Investments, US Experience August 2009 - Present
Job Regional Vice President, National Account Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2009 - Present
Columbia Threadneedle Investments, US   March 2006 - July 2009
Bank of America  May 2005 - March 2006
Putnam Investments  July 2001 - May 2005

Skills
CMFC, Series 7, Series 6, Series 66, Series 63, Mutual Funds, Asset Allocation, Investments, 401k, Uniform Combined State..., Asset Management, Series 65, Wealth Management, Alternative Investments, Investment Strategies, Relationship Management

Education
New England College   1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration

Heather Magnison Heather Magnison Greater Minneapolis-St. Paul Area Details
Heather Magnison's Columbia Threadneedle Investments, US Experience March 2015 - Present
Job Middle Office Specialist at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   March 2015 - Present
Winslow Capital Management  December 2007 - February 2015
Wells Fargo  March 2005 - December 2007
US Bank  December 1997 - March 2005

Skills
Securities, Investments, Structured Finance, Financial Services, Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Asset Management, Microsoft Office, Risk Management, Customer Service, Management, Finance, Trading Operations, Axys

Education
Normandale Community College   1993 — 1995

North Branch Senior High   1989 — 1993

Diane Rzepecki Diane Rzepecki Greater Boston Area Details
Diane Rzepecki's Columbia Threadneedle Investments, US Experience April 2013 - Present
Job National Account ManagerDCIO
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2013 - Present
Columbia Management  November 2010 - March 2013
Columbia Management  December 2006 - November 2010
Morgan Stanley  November 2004 - November 2006
State Street  2003 - 2004

Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Qualified Retirement..., Retirement Plan..., Microsoft Excel, PowerPoint, AIF, Relationship Management, 401k, Retirement, Morningstar, Defined Contribution, Series 65, Separately Managed..., Spreadsheets

Education
Suffolk University - Sawyer Business School   2008 — 2012
MBA

Providence College   1999 — 2003
BS, Finance, minor in Mathematics

Dan Bloomstone Dan Bloomstone Greater Boston Area Details
Dan Bloomstone's Columbia Threadneedle Investments, US Experience September 2012 - Present
Job Regional Sales Director at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2012 - Present
Columbia Management  November 2010 - March 2013
Bascom Hill Partners, LLC   June 2009 - August 2009
DeMatteo Monness, LLC  June 2008 - August 2008
Cross Shore Capital Management, LLC   November 2006 - January 2007

Education
Union College   2006 — 2010
Bachelor of Arts (B.A.)

Union College
Bachelor of Arts, Spanish

John Sammarco John Sammarco Greater Boston Area Details
John Sammarco's Columbia Threadneedle Investments, US Experience January 2014 - Present
Job Manager Inestor & Advisor Services at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2014 - Present
Columbia Management Investment Services   September 2010 - Present
Riversource Service Corp Ameriprise Financial   June 2009 - September 2010
Seligman Data Corp  August 2002 - November 2009
Computershare (formally EquiServe)   June 1996 - September 2001

Skills
Leadership, Mutual Funds, Management, Securities, Trading, Risk Management, Asset Management, Investments, Series 7, Series 63, Financial Services, Loans, Portfolio Management, Asset Managment, Financial Analysis, Hedge Funds, Fixed Income, Accounting, Retirement Planning, Alternative Investments, Series 6, Series 26

Education
Framingham State University   1993 — 1995

University of Massachusetts, Amherst   1990 — 1993

Steve Tveit Steve Tveit Greater Minneapolis-St. Paul Area Details
Steve Tveit's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Senior Manager Business Systems Analyst
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors   December 2001 - August 2015
American Express Financial Advisors  December 1999 - December 2001
US Bancorp Investments  September 1999 - December 1999
US Bancorp Investments  July 1999 - September 1999
US Bancorp Investments  January 1998 - June 1999

Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC

Education
Metropolitan State University   1996 — 1998
Bachelor of Science, Finance Major

Kristian Heuer Kristian Heuer Greater Minneapolis-St. Paul Area Details
Kristian Heuer's Columbia Threadneedle Investments, US Experience April 2012 - Present
Job Graphic Designer at Columbia Management
Industry Design
Experience
Columbia Threadneedle Investments, US   April 2012 - Present
ishbudesign   May 1999 - Present
Activision  August 2011 - September 2011
Katun Corporation  December 2010 - January 2011
Minnesota Premier Publications  August 2010 - December 2010
Cenveo  July 2007 - May 2009
Digital People  July 2007 - March 2008
Medtronic  October 2006 - May 2007

Skills
Photoshop, Illustrator, InDesign, Photography, QuarkXPress, HTML, CSS, Flash, Flash Design, Web Design, Print, Screen Printing, Graphic Design, Logo Design, Brand Development, Marketing Strategy, Event Planning, Event Photography, Packaging, Branding & Identity

Education
Augsburg College   2007 — 2011
BA, Communication (PR & Advertising)

University of Oregon   1999 — 2000
Sociology, Philosophy

The Art Institues International, Minnesota   2001 — 2004
Multi-Media/Web Design

Burnsville High School   1996 — 1999

Nate Gray Nate Gray Greater San Diego Area Details
Nate Gray's Columbia Threadneedle Investments, US Experience June 2010 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2010 - Present
Columbia Management  November 2006 - May 2010
MFS Investment Management  January 2006 - November 2006

Skills
CRPC, Series 7, Series 6, Series 63, Series 65

Education
University of Maine   2000 — 2005
Bachelors, Business, Finance

Carlos Melville Carlos Melville Boston, Massachusetts Details
Carlos Melville's Columbia Threadneedle Investments, US Experience December 2013 - Present
Job Senior Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   December 2013 - Present
CPM Communications   2011 - 2013
Morgan Stanley  2004 - 2009
Palmer & Dodge LLP  1998 - 2003
Lovell & Stewart LLP   1996 - 1997
Johnson Stokes & Master   January 1992 - May 1992

Skills
Public Relations, Corporate Communications, Strategic Communications, Media Relations, Crisis Communications, Internal Communications, Investor Relations, Financial Communications, Crisis Management, Issues Management, Writing, Editing, Social Media, Government Relations, Public Policy, Financial Services, Investment Banking, Asset Management, Capital Markets, Private Equity, Real Estate Private..., Commodity Markets

Education
Bates College   1991 — 1995
BA, History

Middlesex School   1987 — 1991
Diploma

Christopher Babbitt Christopher Babbitt Greater Boston Area Details
Christopher Babbitt's Columbia Threadneedle Investments, US Experience September 2015 - Present
Job Business Systems Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   September 2015 - Present
Columbia Threadneedle   August 2010 - September 2015
Columbia Threadneedle   April 2007 - August 2010
Bank of America  August 2006 - March 2007
Journeys  December 2004 - July 2006

Skills
Training, Call Centers, Customer Service, SharePoint, Financial Services, Investments, Mutual Funds, Relationship Management, Coaching, Process Improvement, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SharePoint Designer, Knowledge Management, Series 6, Series 63, Project Management

Education
Southern New Hampshire University   2013 — 2015
Master of Science (MS), Operations & Project Management

Rhode Island College   2001 — 2004
BA, Communiations

Saint Raphael Academy   1995 — 1999
HS Diploma

Jared Paul, CFP®, CIMA® Jared Paul, CFP®, CIMA® Greater New York City Area Details
Jared Paul, CFP®, CIMA®'s Columbia Threadneedle Investments, US Experience August 2012 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2012 - Present
Columbia Threadneedle Investments, US   May 2010 - August 2012
Columbia Threadneedle Investments, US   September 2009 - April 2010
Barnum Financial Group  2008 - August 2009
John Hancock  2007 - 2007
Gillette  2006 - 2007
Harvard University  2004 - 2004

Skills
Mutual Funds, Certified Financial..., Strategy, Series 7, Series 63, Sales, Investments, Alternative Investments, Asset Allocation, 401k, Securities, Salesforce.com, Asset Management, Finance, Financial Services, Wealth Management, Investment Strategies, Portfolio Management, Equities, Fixed Income, Financial Analysis, Retirement Planning, Management, Marketing, Investment Management, Retirement, Leadership, Financial Planning, Public Speaking, Relationship Management, Microsoft Excel, Microsoft Office, Due Diligence, Investment Advisory, Series 6, Certified Investment...

Education
Northeastern University   2002 — 2008
Bachelors, Management/Marketing

Nathaniel Pederson Nathaniel Pederson Salt Lake City, Utah Details
Nathaniel Pederson's Columbia Threadneedle Investments, US Experience May 2010 - April 2015
Job Associate Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Columbia Threadneedle Investments, US   May 2010 - April 2015
Ameriprise Financial  May 2007 - May 2010
Nordstrom  October 2002 - April 2006

Skills
Series 63, Series 7, Asset Allocation, Investments, Mutual Funds, Securities, Equities, Fixed Income, Customer Service, Asset Managment, Portfolio Management, Bloomberg, Financial Services, Bonds, Financial Analysis, Microsoft Office, Accounting, Wealth Management, Settlement

Education
DePaul University   2002 — 2005
Bachelors of Science, Management & Economics (minor)

North Park University   2000 — 2002
Business Administration

Paul Berlinguet Paul Berlinguet Greater Boston Area Details
Paul Berlinguet's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job Vice President Head of Equity Client Portfolio Management at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
Columbia Management  July 2008 - June 2015
Columbia Management  October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.)   2000 - 2003
Baring Asset Management  May 1989 - 2000

Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management

Education
Lesley University   1992 — 1996
MSM, Management

Suffolk University - Sawyer Business School   1983 — 1986
BSBA, Management/Marketing

Scott Ward, CIMA® Scott Ward, CIMA® Charlotte, North Carolina Area Details
Scott Ward, CIMA®'s Columbia Threadneedle Investments, US Experience March 2006 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2006 - Present
CNL  February 2002 - December 2005

Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Asset Allocation, Alternative Investments, Series 7, Series 63, 401k

Education
Rollins College - Crummer Graduate School of Business   1992 — 1994
MBA

Messiah College   1987 — 1991
BA, Business Administration

Laurie France Laurie France Greater Boston Area Details
Laurie France's Columbia Threadneedle Investments, US Experience June 2007 - Present
Job Director IIS Control Columbia Management Services Inc
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2007 - Present
Pioneer Investments  October 2004 - June 2007
Boston Financial Data Services  July 2004 - October 2004
Federated Investors  July 2000 - July 2004
Scudder Investments  November 1997 - November 1999

Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities

Education
Fitchburg State College   1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies

Fitchburg State University

Michael Milosch, CFA Michael Milosch, CFA Greater Minneapolis-St. Paul Area Details
Michael Milosch, CFA's Columbia Threadneedle Investments, US Experience June 1997 - Present
Job Senior Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 1997 - Present

Skills
Asset Managment, Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Alternative Investments, Capital Markets, Equity Research, Bonds, Series 7, Trading

Education
DePaul University
MBA

University of Wisconsin-Madison - School of Business
BBA

Jin Yan Jin Yan Greater Boston Area Details
Jin Yan's Columbia Threadneedle Investments, US Experience June 2002 - Present
Job Senior Portfolio Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2002 - Present

Education
Boston College   1996 — 2002
Finance

North Carolina State University   1994 — 1996
MA, Economics

Fudan University   1990 — 1991

Nankai University   1985 — 1990
BA

Tim Garvin Tim Garvin Greater Minneapolis-St. Paul Area Details
Tim Garvin's Columbia Threadneedle Investments, US Experience 2006 - Present
Job Director Investment Accounting at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   2006 - Present
Ameriprise Financial Services, Inc.   1999 - 2006
Ameriprise Financial Services, Inc.   1997 - 1999
quik print  1987 - 1993

Skills
Investments, Mutual Funds, Securities, Accounting, Internal Controls, Management, Corporate Actions, Asset Management, Business Analysis, Credit, Internal Audit, Process Improvement, Series 7, Tax

Education
Cardinal Stritch University   1997 — 2000
BSBA, Business Management

Minnesota School of Business   1993 — 1996
BA, Accounting

Central

Raymond Bernard Raymond Bernard Boston, Massachusetts Details
Raymond Bernard's Columbia Threadneedle Investments, US Experience April 2011 - October 2013
Job
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   April 2011 - October 2013
Media Contacts  August 2009 - April 2011
BMC Software  April 2008 - August 2009
BladeLogic  May 2007 - April 2008
Web of Benefit   April 2005 - May 2007
ARS Group  April 2006 - January 2007

Skills
Analytics, Google Analytics, Salesforce.com, Web Analytics, Digital Marketing, Social Media Marketing, Advertising, Product Marketing, Marketing, Lead Generation, Email Marketing, Online Marketing, Content Management, Online Advertising, SEO

Education
Babson College
Bachelors of Science in Business Administration, Stategic Management, Marketing

Leah Peroni Leah Peroni Greater Minneapolis-St. Paul Area Details
Leah Peroni's Columbia Threadneedle Investments, US Experience January 2015 - April 2015
Job Graphic Designer at US Foods
Industry Design
Experience
US Foods  September 2015 - Present
Peroni Design   January 2011 - Present
Columbia Threadneedle Investments, US   January 2015 - April 2015
The Judge Group  2014 - 2015
Collectcorp  October 2009 - May 2011
GE Money  2006 - 2007

Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Dreamweaver, Digital Photography, CSS, HTML5, JavaScript, Lifelong Learning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft SQL Server, Microsoft Project, Access, Project Management, Project Planning, Entrepreneurship, Creative Solutions, Photography, Creative Services, Graphic Design, Web Design, SEO, Web Content Management, XHTML, Product Marketing, Google Adwords, Website Updating, Website Building, Website Creation, Marketing Material..., Digital Media, Screen Printing, Acrylic Painting, Collaborative Problem..., Liberal Arts, Information Management, Design Production, Graphics Layout, Catalog Layout, Customer Service, Social Media, Creative Concept Design, Corporate Branding, Social Media Marketing, Marketing, Advertising

Education
Metropolitan State University   2012 — 2014
Bachelor of Arts (B.A.), Management Information Systems, Web Design with an emphasis on Project Management

Brown College   1999 — 2001
Associate of Arts and Sciences (AAS), Design and Visual Communications, General

Erik Sotell Erik Sotell Greater Boston Area Details
Erik Sotell's Columbia Threadneedle Investments, US Experience January 2014 - Present
Job Regional Sales Director, DCIO at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2014 - Present
Columbia Threadneedle Investments, US   August 2013 - December 2013
Saint Louis University  August 2009 - May 2013
The Kraematon Group, Inc.   March 2009 - August 2012

Skills
Mutual Funds, Sales, Retirement, Investments

Education
Saint Louis University   2009 — 2013
Bachelor of Science, Finance, General

Sarabjit Judge Sarabjit Judge Greater Boston Area Details
Sarabjit Judge's Columbia Threadneedle Investments, US Experience May 2015 - Present
Job Senior Business Systems Analyst
Industry Information Technology and Services
Experience
Columbia Threadneedle Investments, US   May 2015 - Present
Beacon Health Options  October 2013 - March 2015
Columbia Management  September 2011 - October 2013
elixir international  April 2010 - June 2011
Netsoft Informatics Pvt. Ltd.   June 2007 - January 2010
National Informatics Centre  June 2006 - December 2006
TCIL-IT   June 2005 - July 2005

Skills
Business Intelligence, Database Design, Requirements Gathering, Microsoft SQL Server, ASP.NET, C#, Business Analysis, JavaScript, SSRS, Microsoft BI SSIS, Crystal Reports, SQL Server 2008/2005, HTML, Web Development, VBA, .NET, MS Project, CSS, Project Management, Testing, Visual Studio

Education
Punjab Technical University   2003 — 2007
B.Tech, Computer Science and Engineering

Jami Tuma Jami Tuma Greater Minneapolis-St. Paul Area Details
Jami Tuma's Columbia Threadneedle Investments, US Experience May 2014 - Present
Job at
Industry Accounting
Experience
Columbia Threadneedle Investments, US   May 2014 - Present
Columbia Management  December 2011 - May 2014
Ameriprise Financial Services, Inc.   January 2007 - December 2011

Skills
Strategic Financial..., Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Tax, Account Reconciliation, Financial Analysis, Accounting, GAAP, PowerPoint, Variance Analysis, Accounts Payable, Finance, Internal Controls, Financial Planning, Management, Microsoft Office

Education
Metropolitan State University   2011 — 2013
Master of Business Administration (MBA), Finance, General

College of St. Catherine   2007 — 2008
BS, Accounting

Deborah Kane Deborah Kane Boston, Massachusetts Details
Deborah Kane's Columbia Threadneedle Investments, US Experience May 2010 - Present
Job Senior Director, Intermediary Marketing at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   May 2010 - Present
Columbia Management  October 2005 - April 2010
Fidelity Investments  March 2000 - September 2005

Skills
Internal Communications, Speech Writing, Employee Surveys, Intermediary marketing, Mutual Funds, Marketing Communications, Financial Services, Investments, Competitive Analysis, Direct Marketing, Marketing, Marketing Strategy, Series 7, Social Media, Advertising, Corporate Communications, Event Planning, Email Marketing, Relationship Management

Education
Trinity University-Washington   1983 — 1987
Bachelor of Science (BS), English Language and Literature/Letters

Lisa Steiner Lisa Steiner Greater Minneapolis-St. Paul Area Details
Lisa Steiner's Columbia Threadneedle Investments, US Experience September 2014 - July 2015
Job Marketing Account Specialist at Blue Cross and Blue Shield of Minnesota
Industry Marketing and Advertising
Experience
Blue Cross and Blue Shield of Minnesota  August 2015 - Present
Columbia Threadneedle Investments, US   September 2014 - July 2015
UnitedHealth Group  May 2013 - July 2013
Cargill  January 2013 - March 2013
Gilbert Law Group   May 2012 - August 2012
Ameriprise Financial Services, Inc.   February 2003 - February 2009
Leonard, Street and Deinard  2001 - 2002

Skills
Advertising, Marketing Strategy, Public Relations, Event Planning, Email Marketing, Marketing, Strategic Planning, Publications, Editing, Management, Marketing Communications, Digital Marketing, Project Management

Education
Minneapolis College of Art and Design   2014 — 2014
Adobe Creative Suite

University of St. Thomas   2012 — 2012
Certificate, Marketing/Marketing Management, General

New England College
Bachelor's Degree, Business Administration and Management, General

Minnesota Paralegal Institute
Certified Paralegal, Legal Studies, General

Bryan Cline Bryan Cline Portland, Oregon Area Details
Bryan Cline's Columbia Threadneedle Investments, US Experience July 2006 - December 2013
Job Fixed Income Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2014 - Present
Columbia Threadneedle Investments, US   July 2006 - December 2013
Columbia Threadneedle Investments, US   July 2003 - July 2006
Columbia Threadneedle Investments, US   July 2000 - July 2003

Skills
Microsoft Office, Research, Sales, Leadership, Bloomberg, marketaxess, trade web, Alad, muni, bond, bondedge, charles river, trading, trading sys

Education
Linfield College   1996 — 2000
BS, Finance

Brent Arnold Brent Arnold Hastings, Minnesota Details
Brent Arnold's Columbia Threadneedle Investments, US Experience July 2014 - Present
Job Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   July 2014 - Present
Columbia Threadneedle Investments, US   January 2013 - July 2014

Education
Minnesota State University, Mankato   1988 — 1992
B.S., Finance

Dean Ramos, CFA Dean Ramos, CFA Minneapolis, Minnesota Details
Dean Ramos, CFA's Columbia Threadneedle Investments, US Experience March 2013 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   March 2013 - Present
Columbia Threadneedle Investments, US   2003 - 2013
American Express Asset Management  2000 - 2003
George K. Baum & Company, Investment Bankers   1998 - 2000
Dain Rauscher (acquired by RBC Capital Markets)   1992 - 1998
Dain Rauscher (acquired by RBC Capital Markets)   1990 - 1992
Target Corp.  1988 - 1990

Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investments, Capital Budgeting, Global Macro, Operating Budgets, Budget Process, Macro Analysis, Financial Forecasting, Financial Modeling, Project Management, Technology, Consumer, Telecommunications, Financial Analysis, Business Analysis, Global Asset Management, Business Planning, Corporate Finance

Education
Universidad Iberoamericana, Ciudad de México
International Finance

Universidad de Salamanca
Spanish Language and Literature

University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance

University of Minnesota-Twin Cities
Bachelor of Science (BSc)

Roberta Moraes Roberta Moraes Boston, Massachusetts Details
Roberta Moraes's Columbia Threadneedle Investments, US Experience 2015 - Present
Job Intermediary Marketing Coop
Industry Marketing and Advertising
Experience
Columbia Threadneedle Investments, US   2015 - Present
Wayfair  July 2014 - December 2014
Green Line Records  January 2014 - July 2014

Skills
Marketing Communications, Online Marketing, Social Media Marketing, Time Management, Team Management, Leadership Development, Interpersonal Skill, Organizational..., Non-profit Volunteer, Non-profit Leadership, Microsoft Office, SPSS, Business Economics, International Relations, English, Portuguese, MS Excel Pivot Tables, Microsoft SQL Server, V Lookups

Education
Northeastern University   2012 — 2017
Bachelor of Science (B.S.) in Business Administration, Marketing/Management

Parkland High School   2010 — 2011
High School Diploma

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