Columbia Threadneedle Investments, US

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Columbia Threadneedle Investments, US Employees

Employee
Years
Job
Industry
Nicole Stiles Nicole Stiles Greater Philadelphia Area Details
Nicole Stiles's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job National Sales Consultant at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
Retirement Capital Advisors   May 2009 - June 2015
Northwestern Mutual  May 2014 - August 2014

Skills
Finance, Portfolio Management, Strategic Financial..., Sales, Financial Advisory, Marketing, Auditing, Analysis, Financial Risk, Microsoft Office, PowerPoint, Financial Planning

Education
University of Pittsburgh   2011 — 2015
Bachelor of Science (BS), Finance, General

Blake Lynch Blake Lynch Boston, Massachusetts Details
Blake Lynch's Columbia Threadneedle Investments, US Experience June 2014 - Present
Job Regional Sales Director at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2014 - Present
Columbia Threadneedle Investments, US   December 2013 - June 2014
Hennion & Walsh  October 2011 - November 2013
Credit Agricole CIB  June 2010 - August 2010
BRZ Investimentos   May 2009 - July 2009
Hochiminh City Securities Corporation   May 2008 - July 2008
CLSA  May 2007 - July 2007

Skills
Team Leadership, Microsoft Office, Bloomberg, Excel, Decision Making, CRM, SmartStation, Microsoft Excel, Management, Finance, Equities, Teamwork, Sales, Series 7, Financial Markets, Series 63, Bloomberg Terminal, Data Analysis, Investments, Valuation, Asset Management, Risk Management, Financial Modeling, Access, Mutual Funds, ETFs, Securities

Education
University of North Carolina at Wilmington   2008 — 2011
B.S., Finance

Mountain Lakes High School   2003 — 2007

Jason Checky Jason Checky Greater Minneapolis-St. Paul Area Details
Jason Checky's Columbia Threadneedle Investments, US Experience March 2015 - Present
Job Risk Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   March 2015 - Present
Assurant Health  June 2013 - August 2013
University of Minnesota  January 2012 - April 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, SQL

Education
University of Minnesota   2010 — 2014
Bachelors, Actuarial Science

University of Minnesota-Twin Cities   2010 — 2014
Bachelor of Science (B.S.), Mathematics with Actuarial Concentration, GPA 3.91

Garth Gregoire Garth Gregoire Greater Boston Area Details
Garth Gregoire's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Director Business Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Columbia Threadneedle Investments, US   December 2013 - Present
Boston Public Schools  May 2011 - December 2013
Boston Public Schools  November 2008 - May 2011
Boston Public Schools  November 2001 - October 2008
Capital Group  March 1997 - August 2001

Skills
VB.NET, SSRS, SQL, SSIS, Database Design, ASP, Visual Basic, Cognos, ETL, DTS, Stored Procedures, Functions

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor of Science

David Pezzella David Pezzella Boston, Massachusetts Details
David Pezzella's Columbia Threadneedle Investments, US Experience June 2015 - Present
Job National Sales Consultant at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2015 - Present
UBS  November 2014 - June 2015
Kappa Sigma Fraternity  June 2012 - July 2014
National Collegiate Athletic Association  August 2008 - June 2012

Skills
Recruiting, Event Planning, Networking, Social Networking, Sales, Social Media Marketing, Time Management, Customer Satisfaction

Education
University of North Carolina at Charlotte   2008 — 2011
Bachelor of Arts, Political Science, Sociology

Gene Tannuzzo, CFA Gene Tannuzzo, CFA Minneapolis, Minnesota Details
Gene Tannuzzo, CFA's Columbia Threadneedle Investments, US Experience July 2003 - Present
Job Portfolio Manager at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   July 2003 - Present

Skills
Chartered Financial..., Series 7, Fixed Income, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Bonds, Portfolio Management, Investments, Securities, Bloomberg, High Yield, Structured Products, MBS, ABS, Performance Attribution, Quantitative Analytics, Fixed Income Analysis, CMBS, Investment Strategies

Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Finance, General

University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)

Spencer Gansluckner Spencer Gansluckner Greater Minneapolis-St. Paul Area Details
Spencer Gansluckner's Columbia Threadneedle Investments, US Experience November 2014 - Present
Job Middle Office Derivatives (CFA Candidate)
Industry Investment Management
Experience
City of Maplewood  July 2015 - Present
Columbia Threadneedle Investments, US   November 2014 - Present
City of Maplewood  October 2014 - July 2015
Hartford Funds  March 2014 - November 2014
Hartford Funds  May 2013 - March 2014
Hartford Funds  March 2013 - May 2013
Hartford Funds  July 2011 - March 2013
Menards  May 2008 - May 2012
Northwestern Mutual  September 2009 - May 2010

Skills
Mutual Funds, Leadership, Management, Securities, Financial Analysis, Fund Accounting, Portfolio Management, Bloomberg Terminal, Syndicated Bank Loans, InvestOne, VBA, Derivatives, Valuation, BlackRock Aladdin, Salesforce.com, TriOptima, NeoVest, Longview Trading System

Education
University of Wisconsin-River Falls   2008 — 2011
B.S., Business Administration, Finance Emphasis

University of Minnesota - Carlson School of Management   2006 — 2007

Plum City High School

Jonathan Richard Jonathan Richard Kansas City, Missouri Area Details
Jonathan Richard's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Columbia Threadneedle Investments, US   March 2013 - Present
Columbia Threadneedle Investments, US   September 2012 - Present
Fidelity Investments  December 2011 - September 2012
Fidelity Investments  April 2011 - December 2011
StrataScale  July 2009 - March 2011
Massachusetts State House  May 2006 - August 2006

Education
University of Massachusetts, Amherst   2005 — 2009
Bachelors, Economics

Ian O'Shea Ian O'Shea Greater Boston Area Details
Ian O'Shea's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job Financial Services
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
MFS Investment Management  August 2013 - August 2015
ALKU Technologies a Division of The Start Group   January 2012 - August 2013
Eaton Vance  March 2011 - January 2012

Skills
Access, Finance, Sales, Cold Calling, Microsoft Excel, PowerPoint, Excel, Healthy Lifestyles, Economics, Statistics, Word, Corporate Finance, Personal Finance, Nutrition, Management, Microsoft Word, Customer Service, Investments, Financial Services, Time Management

Education
University of Massachusetts, Amherst   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Abedur Rahman Abedur Rahman Boston, Massachusetts Details
Abedur Rahman's Columbia Threadneedle Investments, US Experience January 2015 - Present
Job Treasury Analyst Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   January 2015 - Present
State Street  June 2014 - January 2015
State Street  March 2013 - June 2014
Mother Caroline Academy and Education Center  September 2010 - February 2013
American Express  February 2012 - September 2012
TD Bank Group  June 2011 - February 2012
Tele Barta Limited   May 2006 - October 2008

Skills
Microsoft Excel, Microsoft Word, QuickBooks, POMS, Microsoft Operating..., Tax Preparation, Payroll, Banking, GAAP, Sarbanes-Oxley Act, Cost Accounting, IDEA Auditing Software, ACL Auditing Software, TaxWise Software, TaxAct, Turbo Tax, H&R Block, Profx, Account Reconciliation, Accounting, Invoicing, Bloomberg, Microsoft Office, PowerPoint, Accounts Payable

Education
University of Massachusetts Boston   2009 — 2012
Bachelor of Science in Management, Accounting

Michelle Ladouceur Michelle Ladouceur Boston, Massachusetts Details
Michelle Ladouceur's Columbia Threadneedle Investments, US Experience October 2015 - Present
Job Senior Administrative Assistant at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   October 2015 - Present
Mizuho Bank  September 2014 - August 2015
Winged Keel Group  January 2014 - September 2014
AmeriGas  August 2013 - December 2013
American Cancer Society  2012 - 2013
American Cancer Society  May 2011 - November 2011
Rapid Response Monitoring  December 2009 - January 2011

Education
University of Rhode Island - College of Business Administration   2007 — 2011
Bachelor of Science, Business Administration; Marketing

Lisa Adzick Lisa Adzick Greater Minneapolis-St. Paul Area Details
Lisa Adzick's Columbia Threadneedle Investments, US Experience August 2012 - Present
Job Sr. Director at Columbia Threadneedle Investments
Industry Management Consulting
Experience
Columbia Threadneedle Investments, US   August 2012 - Present
Ameriprise  June 2007 - Present
West Metro Miracle League Non-Profit   January 2006 - May 2014
Ameriprise Financial Services, Inc.   2006 - 2007
Park Nicollet Health Services  January 2006 - June 2006
Capgemini / Ernst & Young   1992 - 2005
Ernst & Young  1992 - 2001
Honeywell  1983 - 1992
St. Mary's Hosptial   1980 - 1982

Skills
Process Engineering, Program Management, Management Consulting, PMP, Team Leadership, Change Management, Account Executives, Project Portfolio..., Project Management, Non-profits, Strategic Planning, Strategic Communications, Marketing Strategy, Business Strategy, MBA, Event Management, Knowledge Management, Global Alliances, Strategic Alliances, Business Relationship..., Start-ups, Consulting, Business Process, Strategy, Budgets, Leadership, Management, Business Development

Education
University of Minnesota - Carlson School of Management   1986 — 1988
MBA, Strategic Marketing

University of Wisconsin-Madison   1978 — 1982
BS, Industrial Engineering

Brian Guenard Brian Guenard Greater Philadelphia Area Details
Brian Guenard's Columbia Threadneedle Investments, US Experience August 1996 - Present
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   August 1996 - Present
New England Advisory Group   September 1993 - July 1996

Education
University of Richmond   1989 — 1993
BA, Political Science

Thayer Academy   1985 — 1989

Kris Moreton, CFA Kris Moreton, CFA Greater Minneapolis-St. Paul Area Details
Kris Moreton, CFA's Columbia Threadneedle Investments, US Experience June 2008 - Present
Job Vice President, Fixed Income Client Portfolio Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   June 2008 - Present
RiverSource Investments  2008 - November 2010
Merrill Lynch  2004 - 2008
Shawmut National Corporation  1990 - 1996
Midland Bank  1988 - 1990
Bear Stearns  1987 - 1988

Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies

Education
University of Richmond - Robins School of Business   1983 — 1987
B.S., Finance

Jim Bumpus Jim Bumpus Greater Boston Area Details
Jim Bumpus's Columbia Threadneedle Investments, US Experience August 2015 - Present
Job National Sales Manager
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   August 2015 - Present
Putnam Investments  February 1999 - July 2015
Citizens Bank  1994 - 1999

Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, Alternative Investments, Series 24, Asset Allocation, ETFs, Series 65, Investments, Asset Managment, Wealth Management, Fixed Income, Series 6, Hedge Funds, Equities, Securities, Investment Advisory, Investment Management, FINRA

Education
University of New Hampshire   1982 — 1986
BA, English

Johannes Manlapaz II Johannes Manlapaz II Greater Minneapolis-St. Paul Area Details
Johannes Manlapaz II's Columbia Threadneedle Investments, US Experience November 2011 - Present
Job Derivatives
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   November 2011 - Present
LaCrosse Global Fund Services  February 2007 - November 2011
Deephaven Capital Management  July 2005 - February 2007
Whitebox Advisors  January 2002 - May 2005
The Fremont Group  April 1997 - April 2001

Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Fixed Income, Fund Administration, Hedge Funds, Derivatives, Fund Accounting, Securities

Education
University of Maryland University College   1992 — 1995
BA, Business Management

Jonathan Owen, CFA Jonathan Owen, CFA Greater Minneapolis-St. Paul Area Details
Jonathan Owen, CFA's Columbia Threadneedle Investments, US Experience February 2011 - Present
Job Quantitative Analyst/Developer
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   February 2011 - Present
Columbia Threadneedle Investments, US   October 2005 - January 2011
Ameriprise Financial Services, Inc.   June 2004 - September 2005
Accenture  August 2000 - May 2004

Skills
Fixed Income, Derivatives, Quantitative Finance, Bloomberg, Investments, Bonds, Performance Attribution, R, SQL, Python, Financial Modeling, Monte Carlo Simulation, Portfolio Optimization, VBA, Investment Strategies, Quantitative Analytics, Trading, Risk, Quantitative Analysis, C#, Java, HTML/XML, Model Validation, Trading Systems, Asset Management, Analytics, Municipal Bonds, Scripting, Batch Programming, Options Strategies, Structured Securities, Portfolio Risk, Investment Portfolio, Modeling Portfolios, Microsoft Applications, Matlab, Statistics, Risk Budgeting, Risk Management, Optimization, Machine Learning, Classification

Education
University of Minnesota-Twin Cities   2008 — 2011
MS, Financial Mathematics

University of Wisconsin-Madison   1996 — 2000
BS, Chemical Engineering

Gena Kerosetz Gena Kerosetz Charlotte, North Carolina Area Details
Gena Kerosetz's Columbia Threadneedle Investments, US Experience February 2015 - July 2015
Job Sr Schedule Coordinator at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US   February 2015 - July 2015
Continental General Tire  April 2014 - October 2014
Wells Fargo  February 2013 - April 2014
Extended Stay America  April 2013 - June 2013
XPO Logistics, Inc.   February 2013 - March 2013
Arise Virtual Solutions Inc.  January 2010 - February 2013
Wells Fargo  September 2002 - September 2009
Mustek  September 1996 - September 2000

Skills
Accounting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Research, Analytics, Adobe Acrobat, Adobe photoshop, Adobe PageMaker, Front Page, QuickBooks, Bookkeeping, Photoshop, Accounts Receivable, Finance, Management, Accounts Payable

Education
University of Phoenix   2003 — 2005
Bachelor of Science in Business Finance, Accounting and Finance, 3.41

University of Phoenix   2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Finance

Lee West, CFA Lee West, CFA Boston, Massachusetts Details
Lee West, CFA's Columbia Threadneedle Investments, US Experience September 2015 - Present
Job Director Investment Risk at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   September 2015 - Present
Columbia Threadneedle Investments, EMEA APAC   September 2011 - September 2015
Broadway Travel   February 2005 - February 2011

Education
Luton Sixth Form College
Economics, Electronics, Mathematics, Further Mathematics [AAAA]

University of Nottingham
Economics and Econometrics, 2:1

Daniel Spelman Daniel Spelman New York, New York Details
Daniel Spelman's Columbia Threadneedle Investments, US Experience March 2011 - Present
Job Equity Research Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US   March 2011 - Present
Lord, Abbett & Co. LLC   June 2008 - February 2011
Bear, Stearns & Co.   March 2008 - May 2008
Bear, Stearns & Co.   June 2007 - August 2007

Skills
Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Fixed Income

Education
University of Pennsylvania   2004 — 2008
Bachelor's Degree

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