Columbia Threadneedle Investments, US
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Columbia Threadneedle Investments, US Employees
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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