Conning Company
Industry: Investment management company
DescriptionConning is a global investment management firm serving the insurance industry. Conning supports institutional investors, including pension plans, with investment and asset management products, risk modeling software, and industry research. AUM: ~US$120 billion (2016) Headquarters: Hartford, CT Parent organization: Cathay Financial Holding Co. Ltd. Number of employees: 350 Founded: 1912 Subsidiaries: Conning Investment Products, Inc.,
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Conning Employees
Employee
Years
Job
Industry
Cherry Xinyi Huang Cherry Xinyi Huang's Conning Experience June 2015 - September 2015
Job Student at Smith College
Industry Financial Services
Experience
Conning June 2015 - September 2015
Accenture September 2014 - December 2014
Smith College Psychology Department January 2013 - April 2014
Smith College Logic Department September 2013 - December 2013
Blunt Umbrellas May 2013 - July 2013
AmazingChina.com May 2013 - July 2013
Middle Kingdom Group April 2013 - June 2013
Smith College Physics Department October 2012 - April 2013
Skills
Microsoft Office, Qualitative Research, Chinese, Data Analysis, SPSS, Stata, Photography, Research, R, InDesign, JavaScript, Microsoft Excel, CSS, iMovie, PowerPoint, Adobe Creative Suite, Marketing, Social Media, Accounting, HTML scripting, Client Development, Public Relations, EMT, CPR, GIS, Outlook, Access, Dreamweaver, Piano, Swimming
Education
Smith College 2012 — 2016
Bachelor of Arts (BA)
Dartmouth College 2014 — 2015
Twelve College Exchange
HBX Harvard Business School
CORe: Credential of Readiness
Conning June 2015 - September 2015
Accenture September 2014 - December 2014
Smith College Psychology Department January 2013 - April 2014
Smith College Logic Department September 2013 - December 2013
Blunt Umbrellas May 2013 - July 2013
AmazingChina.com May 2013 - July 2013
Middle Kingdom Group April 2013 - June 2013
Smith College Physics Department October 2012 - April 2013
Skills
Microsoft Office, Qualitative Research, Chinese, Data Analysis, SPSS, Stata, Photography, Research, R, InDesign, JavaScript, Microsoft Excel, CSS, iMovie, PowerPoint, Adobe Creative Suite, Marketing, Social Media, Accounting, HTML scripting, Client Development, Public Relations, EMT, CPR, GIS, Outlook, Access, Dreamweaver, Piano, Swimming
Education
Smith College 2012 — 2016
Bachelor of Arts (BA)
Dartmouth College 2014 — 2015
Twelve College Exchange
HBX Harvard Business School
CORe: Credential of Readiness
Erica Tremko's Conning Experience June 2015 - Present
Job Marketing & Sales Intern at Conning
Industry Marketing and Advertising
Experience
Conning June 2015 - Present
Conning June 2014 - August 2014
USI Consulting Group July 2012 - August 2012
Region #19 Superintendent's Office October 2011 - February 2012
Skills
Salesforce.com, Pardot, InDesign, Microsoft Office, Time Management, Microsoft Excel, Leadership, Written & Oral..., Public Relations, Qvidian software, FactSet, Multitasking Skills, Teamwork
Education
Bentley University 2012 — 2016
Management, Marketing, Information Design & Corporate Communication
Bond University 2015 — 2015
Study Abroad Program, Spring 2015
Conning June 2015 - Present
Conning June 2014 - August 2014
USI Consulting Group July 2012 - August 2012
Region #19 Superintendent's Office October 2011 - February 2012
Skills
Salesforce.com, Pardot, InDesign, Microsoft Office, Time Management, Microsoft Excel, Leadership, Written & Oral..., Public Relations, Qvidian software, FactSet, Multitasking Skills, Teamwork
Education
Bentley University 2012 — 2016
Management, Marketing, Information Design & Corporate Communication
Bond University 2015 — 2015
Study Abroad Program, Spring 2015
Brian Ratte Brian Ratte's Conning Experience April 2012 - Present
Job Senior Associate at Conning
Industry Information Technology and Services
Experience
Conning April 2012 - Present
Eastern Connecticut State University 2008 - 2010
Eastern Connecticut State University May 2009 - September 2009
Big Y June 2005 - January 2009
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Visio, Microsoft Word, Data Analysis, Outlook, SharePoint, Research, Time Management, SQL, Public Speaking, Database Administration, Leadership, Social Networking, Analysis, Management, Teamwork, Business Analysis, Program Management, Training
Education
Eastern Connecticut State University 2007 — 2011
Bachelor's degree, Business Information Systems
Conning April 2012 - Present
Eastern Connecticut State University 2008 - 2010
Eastern Connecticut State University May 2009 - September 2009
Big Y June 2005 - January 2009
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Visio, Microsoft Word, Data Analysis, Outlook, SharePoint, Research, Time Management, SQL, Public Speaking, Database Administration, Leadership, Social Networking, Analysis, Management, Teamwork, Business Analysis, Program Management, Training
Education
Eastern Connecticut State University 2007 — 2011
Bachelor's degree, Business Information Systems
Jeff Schuman Jeff Schuman's Conning Experience 1993 - 2000
Job Life Insurance Finance, Actuarial and Investment Professional
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Keefe, Bruyette & Woods (KBW) October 2000 - March 2014
Conning 1993 - 2000
Milliman 1989 - 1993
Conning 1987 - 1989
Cigna 1984 - 1987
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science (B.S.), Magna cum laude, Mathematics and Actuarial Science
Prudential Financial December 2014 - Present
Keefe, Bruyette & Woods (KBW) October 2000 - March 2014
Conning 1993 - 2000
Milliman 1989 - 1993
Conning 1987 - 1989
Cigna 1984 - 1987
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science (B.S.), Magna cum laude, Mathematics and Actuarial Science
Christine Zheng Christine Zheng's Conning Experience June 2013 - August 2013
Job Senior Actuarial Analyst at Humana
Industry Insurance
Experience
Humana January 2014 - Present
University of Connecticut August 2010 - December 2013
Conning June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Visual Basic, R, Data Analysis, Insurance, Microsoft Word, Access, Risk Management, Analysis, Financial Risk, Statistics, VBA, Teamwork
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (BA), Actuarial Science
Humana January 2014 - Present
University of Connecticut August 2010 - December 2013
Conning June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Visual Basic, R, Data Analysis, Insurance, Microsoft Word, Access, Risk Management, Analysis, Financial Risk, Statistics, VBA, Teamwork
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (BA), Actuarial Science
Will Gutfarb Will Gutfarb's Conning Experience 2012 - 2012
Job Mass Data Management
Industry Food & Beverages
Experience
Keurig Green Mountain, Inc. December 2014 - Present
DoverStone,Inc 2002 - Present
Conning 2012 - 2012
Digicom Alliance Ltd June 2008 - August 2008
Skills
Construction, Construction Management, Contractors, Contract Management, Process Scheduler, Project Estimation, Subcontracting, Renovation, Contract Negotiation, Project Management, Project Planning, Budgets, Procurement, Concrete, Microsoft Office, Customer Service, Change Orders
Education
Shanghai Jiao Tong University 2009 — 2011
Language Studies, Mandarin
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), B.A. in Asian Languages and Cultures, Minor in Psychology
Lingnan University
Semester Abroad, Asian Culture and Psychology
Holderness 2001 — 2005
High School Diploma, High School Courses
Fessenden 1991 — 2001
Keurig Green Mountain, Inc. December 2014 - Present
DoverStone,Inc 2002 - Present
Conning 2012 - 2012
Digicom Alliance Ltd June 2008 - August 2008
Skills
Construction, Construction Management, Contractors, Contract Management, Process Scheduler, Project Estimation, Subcontracting, Renovation, Contract Negotiation, Project Management, Project Planning, Budgets, Procurement, Concrete, Microsoft Office, Customer Service, Change Orders
Education
Shanghai Jiao Tong University 2009 — 2011
Language Studies, Mandarin
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), B.A. in Asian Languages and Cultures, Minor in Psychology
Lingnan University
Semester Abroad, Asian Culture and Psychology
Holderness 2001 — 2005
High School Diploma, High School Courses
Fessenden 1991 — 2001
Fatma Rizvan Fatma Rizvan's Conning Experience June 2011 - August 2011
Job Human Resources Generalist at Santander Consumer USA Inc.
Industry Human Resources
Experience
Santander Consumer USA Inc. October 2014 - Present
Central Connecticut Senior Health Services 2013 - 2014
Bryant University January 2009 - May 2013
Centreville Bank June 2012 - December 2012
Conning June 2011 - August 2011
Skills
Human Resources, PowerPoint, Recruiting, HR Policies, Microsoft Excel, Talent Acquisition, Organizational..., Performance Management, Microsoft Word, Benefits Administration, Management, Leadership, Access, Employment Law, Workday, Kronos, Red Carpet, Employee Relations, Payroll, I-9 Compliance, Conflict Resolution, Project Management, Employee Training
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Human Resource Management
Santander Consumer USA Inc. October 2014 - Present
Central Connecticut Senior Health Services 2013 - 2014
Bryant University January 2009 - May 2013
Centreville Bank June 2012 - December 2012
Conning June 2011 - August 2011
Skills
Human Resources, PowerPoint, Recruiting, HR Policies, Microsoft Excel, Talent Acquisition, Organizational..., Performance Management, Microsoft Word, Benefits Administration, Management, Leadership, Access, Employment Law, Workday, Kronos, Red Carpet, Employee Relations, Payroll, I-9 Compliance, Conflict Resolution, Project Management, Employee Training
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Human Resource Management
Stanley Martinez Stanley Martinez's Conning Experience July 2001 - January 2003
Job Director of US High Yield Research at Legal & General Investment Management
Industry Investment Management
Experience
Legal & General Investment Management February 2015 - Present
Legal & General Investment Management December 2012 - February 2015
Legal & General Investment Management March 2007 - December 2012
AllianceBernstein January 2003 - February 2007
Conning July 2001 - January 2003
National City Asset Management December 1996 - August 1999
Mercantile Safe Deposit & Trst July 1992 - June 1996
Skills
High Yield Bonds, Team Leadership, Technology investing, Telecom services..., Media investing, Financial Modeling, Investment Research, Consultant Liaison, Investment Strategies, Global Investment..., Asset Management, Equities, Investments, Portfolio Management, Fixed Income, Valuation, Investment Banking, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor of Science (B.S.), Economics
Legal & General Investment Management February 2015 - Present
Legal & General Investment Management December 2012 - February 2015
Legal & General Investment Management March 2007 - December 2012
AllianceBernstein January 2003 - February 2007
Conning July 2001 - January 2003
National City Asset Management December 1996 - August 1999
Mercantile Safe Deposit & Trst July 1992 - June 1996
Skills
High Yield Bonds, Team Leadership, Technology investing, Telecom services..., Media investing, Financial Modeling, Investment Research, Consultant Liaison, Investment Strategies, Global Investment..., Asset Management, Equities, Investments, Portfolio Management, Fixed Income, Valuation, Investment Banking, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor of Science (B.S.), Economics
Michael Foust Michael Foust's Conning Experience June 2014 - August 2014
Job Research Associate at The Washington Trust Company
Industry Financial Services
Experience
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
Jeanine Dunn Jeanine Dunn's Conning Experience January 1994 - January 2003
Job Portfolio Administrator at HFM Wealth Management
Industry Financial Services
Experience
HFM Wealth Management September 2015 - Present
Barnum Financial Group November 2013 - June 2015
Conning January 1994 - January 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Portfolio Management, Asset Management, Insurance, Investments
Education
University of Hartford
Finance and Financial Management Services
HFM Wealth Management September 2015 - Present
Barnum Financial Group November 2013 - June 2015
Conning January 1994 - January 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Portfolio Management, Asset Management, Insurance, Investments
Education
University of Hartford
Finance and Financial Management Services
Katie Cummins Wilmot's Conning Experience September 2013 - Present
Job Senior Relationship Management Associate
Industry Management Consulting
Experience
Conning September 2013 - Present
Power Management Company LLC January 2012 - September 2013
Power Management Company LLC March 2010 - December 2011
Wilmorite Inc. June 2009 - November 2009
Performing Artist 2005 - 2008
Skills
Marketing, Leadership, Social Media, Event Management, New Business Development, Management, Sales, Public Relations, Advertising, Creative Direction, Risk Management, Procurement, Project Planning, Community Outreach, Performance Management, Photography, Purchasing, Teamwork, Budgets, Energy Management, Microsoft Excel, Pricing, Salesforce.com
Education
Saint John Fisher College 2006 — 2009
BA, Communications and Journalism
Young Americans Performing Arts Company 2003 — 2006
Musical Theater, Dance
Conning September 2013 - Present
Power Management Company LLC January 2012 - September 2013
Power Management Company LLC March 2010 - December 2011
Wilmorite Inc. June 2009 - November 2009
Performing Artist 2005 - 2008
Skills
Marketing, Leadership, Social Media, Event Management, New Business Development, Management, Sales, Public Relations, Advertising, Creative Direction, Risk Management, Procurement, Project Planning, Community Outreach, Performance Management, Photography, Purchasing, Teamwork, Budgets, Energy Management, Microsoft Excel, Pricing, Salesforce.com
Education
Saint John Fisher College 2006 — 2009
BA, Communications and Journalism
Young Americans Performing Arts Company 2003 — 2006
Musical Theater, Dance
Nathan Babcock Nathan Babcock's Conning Experience January 2002 - October 2006
Job Actuarial Director at Zurich North America
Industry Insurance
Experience
Zurich North America October 2006 - Present
Conning January 2002 - October 2006
Swiss Re Investors April 2000 - December 2001
Deloitte & Touche January 1995 - April 2000
USF&G 1990 - 1995
Warner Bros. Entertainment Group of Companies May 1981 - January 1982
Skills
Surety, Pricing Strategy, Credit Risk, Written & Oral..., Integrity, Committed to..., Cross-functional Team..., Project Delivery, Knowledge Sharing, Creative Problem Solving, Property & Casualty..., Enterprise Risk..., Mergers & Acquisitions, Investment Advisory..., Software Development, Political Risk Analysis, Trade Credit Insurance, Technical Presentations, Marketing Communications, Committees, Ratemaking, Underwriting, Claims Management, Reinsurance, Self-insured, Risk Assessment, Risk Monitoring, Risk Modeling, Actuarial Science, Loss Reserving, Financial Statements, Financial Risk, Financial Modeling, Dynamic Simulation, Asset Management, Microsoft Excel, Microsoft SQL Server, Database Queries, VBA, Editorial, Proofreading, Programming, Actuaries, Insurance, Captives, Commercial Insurance, Risk Management
Education
University of Maryland College Park 1986 — 1989
Bachelor of Science (BS), Mathematics
Benjamin School, Florida 1983 — 1986
University of Minnesota-Twin Cities 1981 — 1983
Mathematics
Zurich North America October 2006 - Present
Conning January 2002 - October 2006
Swiss Re Investors April 2000 - December 2001
Deloitte & Touche January 1995 - April 2000
USF&G 1990 - 1995
Warner Bros. Entertainment Group of Companies May 1981 - January 1982
Skills
Surety, Pricing Strategy, Credit Risk, Written & Oral..., Integrity, Committed to..., Cross-functional Team..., Project Delivery, Knowledge Sharing, Creative Problem Solving, Property & Casualty..., Enterprise Risk..., Mergers & Acquisitions, Investment Advisory..., Software Development, Political Risk Analysis, Trade Credit Insurance, Technical Presentations, Marketing Communications, Committees, Ratemaking, Underwriting, Claims Management, Reinsurance, Self-insured, Risk Assessment, Risk Monitoring, Risk Modeling, Actuarial Science, Loss Reserving, Financial Statements, Financial Risk, Financial Modeling, Dynamic Simulation, Asset Management, Microsoft Excel, Microsoft SQL Server, Database Queries, VBA, Editorial, Proofreading, Programming, Actuaries, Insurance, Captives, Commercial Insurance, Risk Management
Education
University of Maryland College Park 1986 — 1989
Bachelor of Science (BS), Mathematics
Benjamin School, Florida 1983 — 1986
University of Minnesota-Twin Cities 1981 — 1983
Mathematics
Frank Foster Frank Foster's Conning Experience March 2015 - Present
Job Assistant Vice President Insurance Research Marketing & Client Services at Conning | LION
Industry Insurance
Experience
Conning March 2015 - Present
Strunk Dodge Aiken Zovas LLC June 2014 - December 2014
United Way of Central and Northeastern Connecticut August 2013 - November 2013
General Reinsurance Corporation January 1998 - December 2012
General Reinsurance Corporation September 1979 - January 1998
General Reinsurance Corporation September 1979 - January 1998
Education
College of the Holy Cross 1975 — 1979
Bachelor of Arts (B.A.), Economics
Fairfield Prep 1971 — 1975
Conning March 2015 - Present
Strunk Dodge Aiken Zovas LLC June 2014 - December 2014
United Way of Central and Northeastern Connecticut August 2013 - November 2013
General Reinsurance Corporation January 1998 - December 2012
General Reinsurance Corporation September 1979 - January 1998
General Reinsurance Corporation September 1979 - January 1998
Education
College of the Holy Cross 1975 — 1979
Bachelor of Arts (B.A.), Economics
Fairfield Prep 1971 — 1975
Nyi Min Htet Nyi Min Htet's Conning Experience February 2013 - April 2014
Job Software Engineer II at Wayfair
Industry Computer Software
Experience
Wayfair May 2015 - Present
Wayfair May 2014 - May 2015
Conning February 2013 - April 2014
Trinity College - Hartford May 2010 - May 2013
Humanitarian Free and Open Source Software (HFOSS) May 2012 - December 2012
Trinity College - Hartford September 2010 - May 2012
Skills
Python, Java, Programming, Linux, CSS, C, JavaScript, HTML, SQL, Databases, Android, Mobile Applications, Software Development, Software Engineering, PHP, Backbone.js, MVC, Jenkins
Education
Trinity College-Hartford 2009 — 2013
Bachelor's degree, Mathematics and Computer Science
Wayfair May 2015 - Present
Wayfair May 2014 - May 2015
Conning February 2013 - April 2014
Trinity College - Hartford May 2010 - May 2013
Humanitarian Free and Open Source Software (HFOSS) May 2012 - December 2012
Trinity College - Hartford September 2010 - May 2012
Skills
Python, Java, Programming, Linux, CSS, C, JavaScript, HTML, SQL, Databases, Android, Mobile Applications, Software Development, Software Engineering, PHP, Backbone.js, MVC, Jenkins
Education
Trinity College-Hartford 2009 — 2013
Bachelor's degree, Mathematics and Computer Science
Brian Lucas Brian Lucas's Conning Experience June 2001 - October 2003
Job Procurement Sourcing Consultant at MassMutual Financial Group
Industry Staffing and Recruiting
Experience
MassMutual Financial Group - Procurement April 2015 - Present
MassMutual Financial Group - Human Resources May 2013 - April 2015
Robert Half International October 2003 - May 2013
Conning June 2001 - October 2003
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Finance
MassMutual Financial Group - Procurement April 2015 - Present
MassMutual Financial Group - Human Resources May 2013 - April 2015
Robert Half International October 2003 - May 2013
Conning June 2001 - October 2003
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Finance
Chuyong Yu Chuyong Yu's Conning Experience April 2011 - Present
Job Vice president at Conning
Industry Investment Management
Experience
Conning April 2011 - Present
Conning Asset Management 2011 - Present
Conning April 1999 - April 2011
Travelers January 1991 - April 1999
Skills
Fixed Income, Accounting, Financial Analysis, Financial Reporting, Business Analysis, Finance, Microsoft Excel, Corporate Finance, SQL, Asset Allocation, Asset Management, Bloomberg
Education
Ewha Womans University 1984 — 1989
Bachelor of Business Administration (B.B.A.), 3.5
Conning April 2011 - Present
Conning Asset Management 2011 - Present
Conning April 1999 - April 2011
Travelers January 1991 - April 1999
Skills
Fixed Income, Accounting, Financial Analysis, Financial Reporting, Business Analysis, Finance, Microsoft Excel, Corporate Finance, SQL, Asset Allocation, Asset Management, Bloomberg
Education
Ewha Womans University 1984 — 1989
Bachelor of Business Administration (B.B.A.), 3.5
Tammy Saggio Tammy Saggio's Conning Experience January 1997 - January 1999
Job Shipping Clerk at Menasha Packaging
Industry Transportation/Trucking/Railroad
Experience
Menasha Packaging September 2014 - Present
Granite City School District February 2014 - September 2014
Home Instead Senior Care January 2013 - December 2013
Wells Fargo Advisors January 2000 - January 2009
Financial Advisory Network June 1997 - June 2000
Financial Advisory Network January 1999 - January 2000
Conning January 1997 - January 1999
Skills
Administrative..., Travel Arrangements, Lotus Notes, Expense Reports, Calendars, Finance, 10 Key, Invoicing, Management, Fax, Administrative..., Office Management, Records Management, Human Resources
Education
University of Phoenix 2011 — 2012
Southwestern Illinois College 1998 — 2001
Associate, Applied ScienceOffice Administration and Technology
Menasha Packaging September 2014 - Present
Granite City School District February 2014 - September 2014
Home Instead Senior Care January 2013 - December 2013
Wells Fargo Advisors January 2000 - January 2009
Financial Advisory Network June 1997 - June 2000
Financial Advisory Network January 1999 - January 2000
Conning January 1997 - January 1999
Skills
Administrative..., Travel Arrangements, Lotus Notes, Expense Reports, Calendars, Finance, 10 Key, Invoicing, Management, Fax, Administrative..., Office Management, Records Management, Human Resources
Education
University of Phoenix 2011 — 2012
Southwestern Illinois College 1998 — 2001
Associate, Applied ScienceOffice Administration and Technology
Adam Dener Adam Dener's Conning Experience 2011 - 2014
Job Managing Principal at Fermat Capital Management
Industry Financial Services
Experience
Fermat Capital Management 2015 - Present
MSAS - Main Street Advisory 2007 - 2015
Conning 2011 - 2014
PricewaterhouseCoopers 2006 - 2007
Capco 2003 - 2006
Oliver Wyman 2002 - 2003
Reuters 2001 - 2002
American Management Systems (AMS) 1998 - 2001
The Bank of New York 1987 - 1998
Joseph F. Rascoff & Company 1984 - 1985
Skills
Financial Institutions, Asset Managment, Cash Management, Trade Finance, Product Management, Banking, Asset Management, Risk Management, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Bonds, Strategy, Private Equity, Entrepreneurship, Product Development, Insurance, Portfolio Management, Financial Services, Management Consulting, Executive Management, Trading, FX Options, Structured Finance, Alternative Investments, Wealth Management, Payments, Capital Markets, Financial Markets, Fixed Income, Commercial Banking, Enterprise Risk..., Structured Products, Management, Relationship Management, Credit Risk, Financial Risk, Investments, Consulting, Investment Banking, Securities, Hedge Funds, Finance, Investment Management, Business Strategy, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Science (B.S.)
Fermat Capital Management 2015 - Present
MSAS - Main Street Advisory 2007 - 2015
Conning 2011 - 2014
PricewaterhouseCoopers 2006 - 2007
Capco 2003 - 2006
Oliver Wyman 2002 - 2003
Reuters 2001 - 2002
American Management Systems (AMS) 1998 - 2001
The Bank of New York 1987 - 1998
Joseph F. Rascoff & Company 1984 - 1985
Skills
Financial Institutions, Asset Managment, Cash Management, Trade Finance, Product Management, Banking, Asset Management, Risk Management, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Bonds, Strategy, Private Equity, Entrepreneurship, Product Development, Insurance, Portfolio Management, Financial Services, Management Consulting, Executive Management, Trading, FX Options, Structured Finance, Alternative Investments, Wealth Management, Payments, Capital Markets, Financial Markets, Fixed Income, Commercial Banking, Enterprise Risk..., Structured Products, Management, Relationship Management, Credit Risk, Financial Risk, Investments, Consulting, Investment Banking, Securities, Hedge Funds, Finance, Investment Management, Business Strategy, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Science (B.S.)
John Satkowski John Satkowski's Conning Experience March 2000 - February 2002
Job At
Industry Hospital & Health Care
Experience
Cigna April 2015 - Present
UnitedHealth Group June 2012 - April 2015
UnitedHealth Group April 2008 - June 2012
UnitedHealth Group October 2006 - April 2008
Hartford Life February 2002 - October 2006
Conning March 2000 - February 2002
Skills
Variance Analysis, Finance, Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Essbase, General Ledger, Account Reconciliation, PeopleSoft, Internal Controls, Process Improvement, Data Analysis, Insurance, GAAP, Microsoft Excel, Financial Statements, Cash Flow, Health Insurance, Time Management, Sarbanes-Oxley Act
Education
University of Hartford
Accounting
Cigna April 2015 - Present
UnitedHealth Group June 2012 - April 2015
UnitedHealth Group April 2008 - June 2012
UnitedHealth Group October 2006 - April 2008
Hartford Life February 2002 - October 2006
Conning March 2000 - February 2002
Skills
Variance Analysis, Finance, Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Essbase, General Ledger, Account Reconciliation, PeopleSoft, Internal Controls, Process Improvement, Data Analysis, Insurance, GAAP, Microsoft Excel, Financial Statements, Cash Flow, Health Insurance, Time Management, Sarbanes-Oxley Act
Education
University of Hartford
Accounting
Andrew Brown, CFA's Conning Experience June 2014 - Present
Job Director Corporate Credit Research Analyst at Conning
Industry Investment Management
Experience
Conning June 2014 - Present
Genworth Financial September 2012 - June 2014
Conning January 2006 - July 2012
Citigroup Insurance Investments April 2004 - December 2005
General Re-New England Asset Management 2001 - 2004
CIGNA Investment Management April 1998 - March 2001
Skills
Fixed Income, Bloomberg, High Yield, Bonds, Asset Managment, Investments
Education
Columbia University - Columbia Business School 1991 — 1992
M.B.A., Finance, International Studies
Union College 1982 — 1987
B.A., Managerial Economics, History
Loomis Chaffee School 1980 — 1982
High School
Hall High School
Hall High School
Conning June 2014 - Present
Genworth Financial September 2012 - June 2014
Conning January 2006 - July 2012
Citigroup Insurance Investments April 2004 - December 2005
General Re-New England Asset Management 2001 - 2004
CIGNA Investment Management April 1998 - March 2001
Skills
Fixed Income, Bloomberg, High Yield, Bonds, Asset Managment, Investments
Education
Columbia University - Columbia Business School 1991 — 1992
M.B.A., Finance, International Studies
Union College 1982 — 1987
B.A., Managerial Economics, History
Loomis Chaffee School 1980 — 1982
High School
Hall High School
Hall High School
Kayla LaBonte Kayla LaBonte's Conning Experience February 2013 - January 2015
Job Senior Specialist, Corporate Marketing and Communications
Industry Insurance
Experience
MAPFRE Insurance January 2015 - Present
Conning February 2013 - January 2015
Conning March 2011 - February 2013
Conning June 2009 - March 2011
Financial Architects Partners June 2008 - March 2009
Millward Brown September 2007 - May 2008
Conning May 2007 - August 2007
BPA Worldwide September 2006 - May 2007
Skills
Excel, Customer Relations, Market Research, Insurance, Microsoft Office, Word, Marketing Strategy, PowerPoint, Access, Customer Service, Online Marketing, Marketing Communications, Advertising, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Data Analysis, Business Analysis, Marketing, Research, Analysis, Financial Analysis, Leadership, Analytics, Social Media, Management, Strategic Planning, Sales, Public Speaking
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance and Marketing
Fairfield University 2004 — 2008
BS, Finance and Marketing
MAPFRE Insurance January 2015 - Present
Conning February 2013 - January 2015
Conning March 2011 - February 2013
Conning June 2009 - March 2011
Financial Architects Partners June 2008 - March 2009
Millward Brown September 2007 - May 2008
Conning May 2007 - August 2007
BPA Worldwide September 2006 - May 2007
Skills
Excel, Customer Relations, Market Research, Insurance, Microsoft Office, Word, Marketing Strategy, PowerPoint, Access, Customer Service, Online Marketing, Marketing Communications, Advertising, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Data Analysis, Business Analysis, Marketing, Research, Analysis, Financial Analysis, Leadership, Analytics, Social Media, Management, Strategic Planning, Sales, Public Speaking
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance and Marketing
Fairfield University 2004 — 2008
BS, Finance and Marketing
Sal Correnti's Conning Experience 2012 - Present
Job Board Director and Adjunct Professor
Industry Investment Management
Experience
Towson University August 2015 - Present
Builders Insurance Group September 2013 - Present
Conning 2012 - Present
Conning Asset Management 2001 - 2012
Swiss Re 1998 - 2002
USF&G 1982 - 1998
Skills
Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Investments, Portfolio Management, Equities, Bonds, Hedge Funds, Financial Modeling, Risk Management, Bloomberg, Capital Markets, Valuation, Derivatives, Securities, Asset Management, Economics, Financial Risk, Insurance, Investment Management, Mergers & Acquisitions, ALM
Education
University of Baltimore 1983 — 1985
MBA, Business Administration
Towson University 1980 — 1982
B.A., Finance and Economics
Towson University August 2015 - Present
Builders Insurance Group September 2013 - Present
Conning 2012 - Present
Conning Asset Management 2001 - 2012
Swiss Re 1998 - 2002
USF&G 1982 - 1998
Skills
Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Investments, Portfolio Management, Equities, Bonds, Hedge Funds, Financial Modeling, Risk Management, Bloomberg, Capital Markets, Valuation, Derivatives, Securities, Asset Management, Economics, Financial Risk, Insurance, Investment Management, Mergers & Acquisitions, ALM
Education
University of Baltimore 1983 — 1985
MBA, Business Administration
Towson University 1980 — 1982
B.A., Finance and Economics
Joel Cramer, CFA Joel Cramer, CFA's Conning Experience April 2012 - Present
Job Director at Conning
Industry Investment Management
Experience
Conning April 2012 - Present
AAM July 2003 - April 2012
BCS Insurance Group January 2001 - July 2003
FTN Financial January 1998 - October 2000
Compass Bank June 1993 - December 1997
Skills
Fixed Income, Insurance, Investments, Banking, Risk Management, Financial Analysis, Asset Management
Education
Columbia College (NY) 1989 — 1993
B.A., Psychology
Columbia University in the City of New York 1989 — 1993
B.A., Psychology
Conning April 2012 - Present
AAM July 2003 - April 2012
BCS Insurance Group January 2001 - July 2003
FTN Financial January 1998 - October 2000
Compass Bank June 1993 - December 1997
Skills
Fixed Income, Insurance, Investments, Banking, Risk Management, Financial Analysis, Asset Management
Education
Columbia College (NY) 1989 — 1993
B.A., Psychology
Columbia University in the City of New York 1989 — 1993
B.A., Psychology
Jerry Theodorou Jerry Theodorou's Conning Experience April 2009 - Present
Job Vice President, Research & Publications at Conning
Industry Insurance
Experience
Conning April 2009 - Present
AIG February 1989 - October 2008
Chubb April 1986 - February 1989
Skills
Risk Management, Actuarial Science, Portfolio Management, Bloomberg, Asset Managment, Enterprise Risk..., Fixed Income, Investments, Asset Allocation, Alternative Investments, Financial Risk, Asset Management, Employment Practices..., Insurance, Reinsurance, Property & Casualty..., Capital Markets, Securities, Investment Management, Finance, Financial Services, Financial Modeling, Hedge Funds, Underwriting, Mergers & Acquisitions, Commercial Lines, Valuation, Equities, Strategic Financial..., Emerging Markets, Derivatives, Series 7, Brokers, Private Equity, Life Insurance, Series 63, Trading, Financial Analysis, Bonds, Due Diligence, Commercial Insurance
Education
MIT 1983 — 1985
MS, Political Science and Public Policy
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Conning April 2009 - Present
AIG February 1989 - October 2008
Chubb April 1986 - February 1989
Skills
Risk Management, Actuarial Science, Portfolio Management, Bloomberg, Asset Managment, Enterprise Risk..., Fixed Income, Investments, Asset Allocation, Alternative Investments, Financial Risk, Asset Management, Employment Practices..., Insurance, Reinsurance, Property & Casualty..., Capital Markets, Securities, Investment Management, Finance, Financial Services, Financial Modeling, Hedge Funds, Underwriting, Mergers & Acquisitions, Commercial Lines, Valuation, Equities, Strategic Financial..., Emerging Markets, Derivatives, Series 7, Brokers, Private Equity, Life Insurance, Series 63, Trading, Financial Analysis, Bonds, Due Diligence, Commercial Insurance
Education
MIT 1983 — 1985
MS, Political Science and Public Policy
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Lauren Desrosiers's Conning Experience June 2013 - August 2013
Job Assurance Intern at PricewaterhouseCoopers
Industry Accounting
Experience
Bentley University September 2012 - Present
PwC June 2014 - August 2014
Conning June 2013 - August 2013
Legrand North America May 2011 - August 2012
Colonial Life May 2010 - May 2011
Skills
Microsoft Excel, SAP, Academic Tutoring, SmartDraw, Business Law, Aura Audit Software, Recruiting, PowerPoint, Analysis, Management, Corporate Finance, Account Reconciliation, Accounts Payable, General Ledger
Education
Bentley University 2011 — 2015
Bachelor's Degree, Accounting
RHAM High School 2006 — 2011
Bentley University September 2012 - Present
PwC June 2014 - August 2014
Conning June 2013 - August 2013
Legrand North America May 2011 - August 2012
Colonial Life May 2010 - May 2011
Skills
Microsoft Excel, SAP, Academic Tutoring, SmartDraw, Business Law, Aura Audit Software, Recruiting, PowerPoint, Analysis, Management, Corporate Finance, Account Reconciliation, Accounts Payable, General Ledger
Education
Bentley University 2011 — 2015
Bachelor's Degree, Accounting
RHAM High School 2006 — 2011
Matthew Gillen's Conning Experience 2009 - 2009
Job Client Service Operations Manager at Building Engines, Inc.
Industry Information Technology and Services
Experience
Building Engines, Inc. December 2013 - Present
iDevices, LLC 2012 - 2013
WorkForce Planning Associates, Inc. 2011 - 2012
Bentley University 2008 - 2011
Conning 2009 - 2009
Skills
Customer Service, Project Management, Technical Writing, Process Improvement, Strategic Communications, Training, Business Analysis, Customer Experience, Leadership, Salesforce.com, Sales, Marketing, Change Management, Social Media Marketing, Visio, Strategy, Marketing Communications, Content Development, Management, Six Sigma, Strategic Planning, Social Networking, Customer Support, Customer Satisfaction, Insurance, Property & Casualty..., Microsoft Office, Microsoft Excel, Business Development, CMS, CRM, SaaS, Account Management, Start-ups, Team Building, Zendesk
Education
Bentley University 2007 — 2011
BS, Information Design & Corporate Communication
Building Engines, Inc. December 2013 - Present
iDevices, LLC 2012 - 2013
WorkForce Planning Associates, Inc. 2011 - 2012
Bentley University 2008 - 2011
Conning 2009 - 2009
Skills
Customer Service, Project Management, Technical Writing, Process Improvement, Strategic Communications, Training, Business Analysis, Customer Experience, Leadership, Salesforce.com, Sales, Marketing, Change Management, Social Media Marketing, Visio, Strategy, Marketing Communications, Content Development, Management, Six Sigma, Strategic Planning, Social Networking, Customer Support, Customer Satisfaction, Insurance, Property & Casualty..., Microsoft Office, Microsoft Excel, Business Development, CMS, CRM, SaaS, Account Management, Start-ups, Team Building, Zendesk
Education
Bentley University 2007 — 2011
BS, Information Design & Corporate Communication
Stephanie Lessing Stephanie Lessing's Conning Experience June 2013 - August 2013
Job Marketing Data Analyst at Paint Nite
Industry Market Research
Experience
Paint Nite May 2015 - Present
Tufts University August 2014 - May 2015
University of Hartford, Economics, Finance, Insurance and Actuarial Science Department January 2013 - August 2014
Conning June 2013 - August 2013
Podiatry Office of Mark E. Lessing, D.P.M. February 2005 - January 2013
Jake's Seafood Restaurant and Fish Market June 2011 - August 2012
Photography Studio of George M. Loring June 2007 - August 2010
Skills
Economics, Finance, Insurance, Forecasting, Editing, Oral & Written..., High Organizational..., Team Leadership, Time Management, Oral Presentation Skills, Multiple Projects..., Insurance Research, Accounts Receivable, Actuarial Science, Asset Management, Written & Oral..., Research, Microsoft Excel, Quantitative Reasoning..., Marketing Analytics, Data Analytics
Education
Tufts University 2014 — 2015
Masters in economics, Economics
University of Hartford 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
Paint Nite May 2015 - Present
Tufts University August 2014 - May 2015
University of Hartford, Economics, Finance, Insurance and Actuarial Science Department January 2013 - August 2014
Conning June 2013 - August 2013
Podiatry Office of Mark E. Lessing, D.P.M. February 2005 - January 2013
Jake's Seafood Restaurant and Fish Market June 2011 - August 2012
Photography Studio of George M. Loring June 2007 - August 2010
Skills
Economics, Finance, Insurance, Forecasting, Editing, Oral & Written..., High Organizational..., Team Leadership, Time Management, Oral Presentation Skills, Multiple Projects..., Insurance Research, Accounts Receivable, Actuarial Science, Asset Management, Written & Oral..., Research, Microsoft Excel, Quantitative Reasoning..., Marketing Analytics, Data Analytics
Education
Tufts University 2014 — 2015
Masters in economics, Economics
University of Hartford 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
Kathleen Conway's Conning Experience June 2012 - January 2013
Job Research Associate at The Bowdoin Group
Industry Staffing and Recruiting
Experience
The Bowdoin Group January 2015 - Present
The Bowdoin Group May 2014 - January 2015
Chipotle Mexican Grill May 2013 - August 2013
Goodwin Capital Advisers September 2012 - January 2013
Conning June 2012 - January 2013
ESPN August 2012 - September 2012
Conning June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Due Diligence, Word, Recruiting, Social Media, Customer Service, Excel, Human Resources, Microsoft Office, Microsoft Publisher, Management, Publisher, Access, Social Networking, Outlook, Teamwork, Market Research, Facebook, Marketing, Time Management, Business Analysis
Education
Babson College 2012 — 2014
Bachelor's degree, Business Administration and Management
University of Delaware 2010 — 2012
The Bowdoin Group January 2015 - Present
The Bowdoin Group May 2014 - January 2015
Chipotle Mexican Grill May 2013 - August 2013
Goodwin Capital Advisers September 2012 - January 2013
Conning June 2012 - January 2013
ESPN August 2012 - September 2012
Conning June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Due Diligence, Word, Recruiting, Social Media, Customer Service, Excel, Human Resources, Microsoft Office, Microsoft Publisher, Management, Publisher, Access, Social Networking, Outlook, Teamwork, Market Research, Facebook, Marketing, Time Management, Business Analysis
Education
Babson College 2012 — 2014
Bachelor's degree, Business Administration and Management
University of Delaware 2010 — 2012
Nyan Paing Tin Nyan Paing Tin's Conning Experience August 2015 - Present
Job Associate, Risk and Capital Management Solutions at Conning
Industry Financial Services
Experience
Conning August 2015 - Present
Divine Capital Markets January 2015 - January 2015
University of Connecticut September 2013 - December 2014
Hillsdale College August 2012 - May 2013
Hillsdale College May 2012 - August 2012
Skills
Python, Research, PowerPoint, Matlab, Mathematica, Laboratory, Mathematical Modeling, Microsoft Office, Microsoft Word, Microsoft Excel, C, English, Optimizations, R, Social Media, Teamwork, Public Speaking, Machine Learning, Artificial Neural..., Statistics, Excel VBA, Quantitative Research, Bloomberg Terminal
Education
The University of Connecticut 2013 — 2015
Master of Science (M.Sc.), Applied Financial Mathematics
Hillsdale College 2009 — 2013
Bachelor of Science, Physics and Mathematics
Conning August 2015 - Present
Divine Capital Markets January 2015 - January 2015
University of Connecticut September 2013 - December 2014
Hillsdale College August 2012 - May 2013
Hillsdale College May 2012 - August 2012
Skills
Python, Research, PowerPoint, Matlab, Mathematica, Laboratory, Mathematical Modeling, Microsoft Office, Microsoft Word, Microsoft Excel, C, English, Optimizations, R, Social Media, Teamwork, Public Speaking, Machine Learning, Artificial Neural..., Statistics, Excel VBA, Quantitative Research, Bloomberg Terminal
Education
The University of Connecticut 2013 — 2015
Master of Science (M.Sc.), Applied Financial Mathematics
Hillsdale College 2009 — 2013
Bachelor of Science, Physics and Mathematics
Tim Bourdon Tim Bourdon's Conning Experience September 2006 - February 2007
Job Institutional Sales at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management August 2012 - Present
MassMutual Financial Group December 2010 - August 2012
Sports Technologies, LLC (fka Sports Technologies Inc) December 2006 - December 2010
Conning September 2006 - February 2007
Education
Trinity College-Hartford
B.A., Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
Northwest Catholic High School
Babson Capital Management August 2012 - Present
MassMutual Financial Group December 2010 - August 2012
Sports Technologies, LLC (fka Sports Technologies Inc) December 2006 - December 2010
Conning September 2006 - February 2007
Education
Trinity College-Hartford
B.A., Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
Northwest Catholic High School
Xiao (David) Sun Xiao (David) Sun's Conning Experience September 2014 - Present
Job Investment Applications Associate at Conning Asset Management
Industry Investment Management
Experience
Conning September 2014 - Present
US-China Business Council April 2014 - July 2014
BH Asset Management LLC June 2013 - December 2013
Simon Graduate School of Business, University of Rochester August 2012 - December 2013
China Merchants Securities Co., Ltd. June 2011 - August 2011
Skills
Investments, Equity Research, Corporate Finance, Investment Banking, Equities, Asset Managment, Private Equity, Portfolio Management, Portfolio Performance..., Financial Modeling, Bloomberg, Hedge Funds, Finance, Asset Management, Due Diligence, DCF
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance, General
The University of Hong Kong 2010 — 2012
Bachelor's degree, Mechanical Engineering
Shanghai Jiao Tong University 2008 — 2010
Bachelor's degree, Mechanical Engineering
Conning September 2014 - Present
US-China Business Council April 2014 - July 2014
BH Asset Management LLC June 2013 - December 2013
Simon Graduate School of Business, University of Rochester August 2012 - December 2013
China Merchants Securities Co., Ltd. June 2011 - August 2011
Skills
Investments, Equity Research, Corporate Finance, Investment Banking, Equities, Asset Managment, Private Equity, Portfolio Management, Portfolio Performance..., Financial Modeling, Bloomberg, Hedge Funds, Finance, Asset Management, Due Diligence, DCF
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance, General
The University of Hong Kong 2010 — 2012
Bachelor's degree, Mechanical Engineering
Shanghai Jiao Tong University 2008 — 2010
Bachelor's degree, Mechanical Engineering
Maurice Heffernan Maurice Heffernan's Conning Experience July 2015 - Present
Job Chief Information Officer at Conning
Industry Financial Services
Experience
Conning July 2015 - Present
AdaptConsulting June 2013 - June 2015
Fidelity Investments December 2010 - June 2013
Capital Group August 2006 - November 2010
Financial Tracking Technologies, LLC 2005 - 2006
State Street 2001 - 2004
State Street 1995 - 2001
State Street Bank 1993 - 1994
Various 1985 - 1993
Skills
Equities, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Investments, Hedge Funds, Leadership, Derivatives, Asset Management, Trading, Management, Risk Management, Financial Services, Asset Allocation, Agile Methodologies, SDLC, Financial Markets, Product Management, Asset Managment, Alternative Investments, Investment Management, Options, Finance, Back Office, Strategic Financial..., Product Development, Equity Trading, Market Data, Electronic Trading, Wealth Management, FX Options, Vendor Management, Governance, Project Portfolio..., Scrum, DevOps, Program Management, Enterprise Software, IT Strategy, Outsourcing, Disaster Recovery, Enterprise Architecture, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Wharton Executive Development Program
York University
Certified Professional Accountant, Certified Management Accountant
Algonquin College of Applied Arts and Technology
Financial Management Diploma
Conning July 2015 - Present
AdaptConsulting June 2013 - June 2015
Fidelity Investments December 2010 - June 2013
Capital Group August 2006 - November 2010
Financial Tracking Technologies, LLC 2005 - 2006
State Street 2001 - 2004
State Street 1995 - 2001
State Street Bank 1993 - 1994
Various 1985 - 1993
Skills
Equities, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Investments, Hedge Funds, Leadership, Derivatives, Asset Management, Trading, Management, Risk Management, Financial Services, Asset Allocation, Agile Methodologies, SDLC, Financial Markets, Product Management, Asset Managment, Alternative Investments, Investment Management, Options, Finance, Back Office, Strategic Financial..., Product Development, Equity Trading, Market Data, Electronic Trading, Wealth Management, FX Options, Vendor Management, Governance, Project Portfolio..., Scrum, DevOps, Program Management, Enterprise Software, IT Strategy, Outsourcing, Disaster Recovery, Enterprise Architecture, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Wharton Executive Development Program
York University
Certified Professional Accountant, Certified Management Accountant
Algonquin College of Applied Arts and Technology
Financial Management Diploma
Kris Fallon's Conning Experience May 1978 - May 2013
Job Marketing & Communications VP at Conning (retired)
Industry Investment Management
Experience
Conning May 1978 - May 2013
Skills
Graphic Design, Digital Photography, Writing, Editing, InDesign, Microsoft Office
Education
Colby College
BA, Psychology
Conning May 1978 - May 2013
Skills
Graphic Design, Digital Photography, Writing, Editing, InDesign, Microsoft Office
Education
Colby College
BA, Psychology
Estuardo Medina's Conning Experience August 2012 - Present
Job IT Support Technician at JRI America Inc.
Industry Information Technology and Services
Experience
JRI America Inc. August 2015 - Present
Conning August 2012 - Present
Conning August 2012 - August 2015
Skills
Active Directory, Windows Registry, Windows 7 Migration, Ethernet IP, Computer Repair, Imaging Software, Hardware Installation, Software Deployment, Communication Ethics, Windows server 2012...
Education
Platt Technical High School 2003 — 2007
High school diploma, Nocti Certifications, A+ Certifications, Information Technology, B+ A-
JRI America Inc. August 2015 - Present
Conning August 2012 - Present
Conning August 2012 - August 2015
Skills
Active Directory, Windows Registry, Windows 7 Migration, Ethernet IP, Computer Repair, Imaging Software, Hardware Installation, Software Deployment, Communication Ethics, Windows server 2012...
Education
Platt Technical High School 2003 — 2007
High school diploma, Nocti Certifications, A+ Certifications, Information Technology, B+ A-
Fred Schpero's Conning Experience January 1985 - March 2000
Job CFO at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems April 2000 - Present
Conning January 1985 - March 2000
Education
Northeastern university - graduate school of Professional Accounting 1975 — 1976
Master of Science (MS), Accounting and Finance
Purdue University - Krannert School of Management 1971 — 1974
BS, Industrial Mgt
Eagle Investment Systems April 2000 - Present
Conning January 1985 - March 2000
Education
Northeastern university - graduate school of Professional Accounting 1975 — 1976
Master of Science (MS), Accounting and Finance
Purdue University - Krannert School of Management 1971 — 1974
BS, Industrial Mgt
Samantha Garfi Samantha Garfi's Conning Experience June 2012 - August 2013
Job CPA Development Program at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services 2014 - Present
Conning June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Accounting, Teamwork, Time Management, Data Analysis, Financial Analysis, Leadership, Research
Education
Bryant University 2010 — 2014
Bachelor of Science, Accounting
John Hancock Financial Services 2014 - Present
Conning June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Accounting, Teamwork, Time Management, Data Analysis, Financial Analysis, Leadership, Research
Education
Bryant University 2010 — 2014
Bachelor of Science, Accounting
Matthew Koenig's Conning Experience June 2014 - August 2014
Job FSO Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - Present
Conning June 2014 - August 2014
Gold Club of Avon May 2012 - August 2013
Ability Insurance Company June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Organization, Efficiency, Teamwork, Account Reconciliation, General Ledger, Accounts Payable, Financial Statements, Research
Education
Boston College 2012 — 2016
Boston College 2012 — 2016
BS, Accounting
EY June 2015 - Present
Conning June 2014 - August 2014
Gold Club of Avon May 2012 - August 2013
Ability Insurance Company June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Organization, Efficiency, Teamwork, Account Reconciliation, General Ledger, Accounts Payable, Financial Statements, Research
Education
Boston College 2012 — 2016
Boston College 2012 — 2016
BS, Accounting
Hillary Burns's Conning Experience June 2012 - August 2012
Job Financial Analyst at Transit Wireless
Industry Telecommunications
Experience
Transit Wireless August 2015 - Present
Transit Wireless September 2014 - August 2015
Tobia & Hillyer Financial Services, LLC February 2013 - April 2013
Conning June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Social Media, Teamwork, English, Close Attention to..., Financial Analysis, Social Media Marketing, Accounts Payable, Financial Reporting
Education
Seton Hall University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Management, Junior
Universitat Autònoma de Barcelona 2012 — 2012
Business Administration and Management, General, Junior
Transit Wireless August 2015 - Present
Transit Wireless September 2014 - August 2015
Tobia & Hillyer Financial Services, LLC February 2013 - April 2013
Conning June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Public Speaking, Social Media, Teamwork, English, Close Attention to..., Financial Analysis, Social Media Marketing, Accounts Payable, Financial Reporting
Education
Seton Hall University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Management, Junior
Universitat Autònoma de Barcelona 2012 — 2012
Business Administration and Management, General, Junior
Bery Eckstein Bery Eckstein's Conning Experience October 2007 - April 2011
Job Chief Financial Officer & Director at Bestflor Distributors, Inc.
Industry Wholesale
Experience
Bestflor Distributors, Inc. April 2011 - Present
Conning October 2007 - April 2011
Skills
Asset Managment, Strategic Planning, Investments, Forecasting, Budgets, Microsoft Excel, Portfolio Management, Equities, Financial Reporting, Negotiation, New Business Development, Accounting, Microsoft Office, Process Improvement, Customer Service, Team Building, Asset Allocation, Asset Management, Sales, Pricing, Finance, Contract Negotiation, Business Planning, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance, General
Hall High School 1998 — 2002
Bestflor Distributors, Inc. April 2011 - Present
Conning October 2007 - April 2011
Skills
Asset Managment, Strategic Planning, Investments, Forecasting, Budgets, Microsoft Excel, Portfolio Management, Equities, Financial Reporting, Negotiation, New Business Development, Accounting, Microsoft Office, Process Improvement, Customer Service, Team Building, Asset Allocation, Asset Management, Sales, Pricing, Finance, Contract Negotiation, Business Planning, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance, General
Hall High School 1998 — 2002
Derek Guglielmi's Conning Experience September 2015 - Present
Job Senior Associate, Investment Performance at Conning
Industry Financial Services
Experience
Conning September 2015 - Present
BNY Mellon November 2014 - August 2015
Voya Financial December 2013 - October 2014
Voya Financial May 2012 - December 2013
Advanced Capital Advisors June 2009 - September 2011
ING U.S. June 2008 - August 2008
Skills
Microsoft Office, Morningstar, Investments, Financial Analysis, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Financial Reporting, Microsoft Word, Accounting, Essbase, Microsoft Visio, Bloomberg, Insurance
Education
Quinnipiac University - School of Business 2009 — 2011
Master of Business Administration, Chartered Financial Analyst Track; Finance
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Conning September 2015 - Present
BNY Mellon November 2014 - August 2015
Voya Financial December 2013 - October 2014
Voya Financial May 2012 - December 2013
Advanced Capital Advisors June 2009 - September 2011
ING U.S. June 2008 - August 2008
Skills
Microsoft Office, Morningstar, Investments, Financial Analysis, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Financial Reporting, Microsoft Word, Accounting, Essbase, Microsoft Visio, Bloomberg, Insurance
Education
Quinnipiac University - School of Business 2009 — 2011
Master of Business Administration, Chartered Financial Analyst Track; Finance
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Karel Citroen's Conning Experience March 2015 - Present
Job Director of Municipal Research at Conning
Industry Financial Services
Experience
Conning March 2015 - Present
National Public Finance Guarantee May 2006 - Present
Dexia January 2004 - May 2005
Ernst & Young February 2002 - December 2003
Netherlands Authority for the Financial Markets February 2001 - January 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Corporate Finance, Financial Structuring, Securitization, Bonds, Risk Management, Project Finance, Financial Analysis, Finance, Credit Risk, Credit Analysis
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance, General
University of Amsterdam 1997 — 2000
LL.M.
Conning March 2015 - Present
National Public Finance Guarantee May 2006 - Present
Dexia January 2004 - May 2005
Ernst & Young February 2002 - December 2003
Netherlands Authority for the Financial Markets February 2001 - January 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Corporate Finance, Financial Structuring, Securitization, Bonds, Risk Management, Project Finance, Financial Analysis, Finance, Credit Risk, Credit Analysis
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance, General
University of Amsterdam 1997 — 2000
LL.M.
Sharif Soussi, CFA's Conning Experience November 2014 - Present
Job Portfolio Manager at Conning
Industry Financial Services
Experience
Conning November 2014 - Present
Conning Asset Management July 2011 - November 2014
University of Hartford 2011 - 2013
Conning Asset Management September 2007 - July 2011
Entreprenerual Center 2005 - 2007
Peace Corps 2003 - 2004
Skills
Marketing Strategy, Asset Management, Investments, Fixed Income, Alternative Investments, Credit Analysis, Credit, Strategic Financial..., Strategic Planning, Bloomberg, Business Planning, Financial Services, Leadership, Research, Investment Management
Education
Harvard University 2002 — 2003
Certificate, Non-Profit and Governmental Management
CFA institute 2009 — 2012
Chartered Financial Analyst, Finance
University of Hartford 2006 — 2008
MBA, Finance
McGill University 1998 — 2002
Bachelor of Commerce (BCom)
Conard High 1994 — 1998
Conning November 2014 - Present
Conning Asset Management July 2011 - November 2014
University of Hartford 2011 - 2013
Conning Asset Management September 2007 - July 2011
Entreprenerual Center 2005 - 2007
Peace Corps 2003 - 2004
Skills
Marketing Strategy, Asset Management, Investments, Fixed Income, Alternative Investments, Credit Analysis, Credit, Strategic Financial..., Strategic Planning, Bloomberg, Business Planning, Financial Services, Leadership, Research, Investment Management
Education
Harvard University 2002 — 2003
Certificate, Non-Profit and Governmental Management
CFA institute 2009 — 2012
Chartered Financial Analyst, Finance
University of Hartford 2006 — 2008
MBA, Finance
McGill University 1998 — 2002
Bachelor of Commerce (BCom)
Conard High 1994 — 1998
Sue Manaskie Sue Manaskie's Conning Experience May 2015 - Present
Job Assistant Vice President Insurance Research at Conning
Industry Insurance
Experience
Conning May 2015 - Present
PricewaterhouseCoopers 2002 - 2014
Arthur Andersen LLP November 1991 - April 2002
Skills
Management Consulting, Insurance, Business Process..., Business Analysis, Knowledge Management, Risk Management, Leadership, Program Management, Change Management, Process Improvement, Financial Analysis, Strategy, Analysis, Strategic Planning, Management, Project Management, Corporate Communications
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Government
Conning May 2015 - Present
PricewaterhouseCoopers 2002 - 2014
Arthur Andersen LLP November 1991 - April 2002
Skills
Management Consulting, Insurance, Business Process..., Business Analysis, Knowledge Management, Risk Management, Leadership, Program Management, Change Management, Process Improvement, Financial Analysis, Strategy, Analysis, Strategic Planning, Management, Project Management, Corporate Communications
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Government
Brian Baczyk, CFA Brian Baczyk, CFA's Conning Experience May 2012 - Present
Job Director, Chief Data Officer at Conning
Industry Investment Management
Experience
Conning May 2012 - Present
BMB Associates, LLC 1994 - Present
HIMCO 2003 - 2010
Pragma Group, LLC 1999 - 2003
Aetna 1986 - 1994
Skills
Credit Risk, Risk Management, Front Office Technology, Fixed Income, Equities, System Selection, Risk, Business Analysis, Vendor Management, IT Strategy, Process Improvement, Data Management, Data Governance, Investments, Insurance, Management Consulting, BlackRock Aladdin, Financial Risk, Front Office, Derivatives, Strategy, Investment Management
Education
St. Thomas Aquinas
Trinity College-Hartford
BS, Computer Science & Political Science
Trinity College-Hartford
MA, Economics & Finance
Conning May 2012 - Present
BMB Associates, LLC 1994 - Present
HIMCO 2003 - 2010
Pragma Group, LLC 1999 - 2003
Aetna 1986 - 1994
Skills
Credit Risk, Risk Management, Front Office Technology, Fixed Income, Equities, System Selection, Risk, Business Analysis, Vendor Management, IT Strategy, Process Improvement, Data Management, Data Governance, Investments, Insurance, Management Consulting, BlackRock Aladdin, Financial Risk, Front Office, Derivatives, Strategy, Investment Management
Education
St. Thomas Aquinas
Trinity College-Hartford
BS, Computer Science & Political Science
Trinity College-Hartford
MA, Economics & Finance
Colton Bridge's Conning Experience June 2015 - August 2015
Job Full Time Student at Bentley University
Industry Financial Services
Experience
Conning June 2015 - August 2015
Healthy Planet May 2014 - July 2014
Star Hill Family Athletic Center January 2010 - May 2014
Crandall's Park Summer Camp June 2010 - August 2013
Connecticut State Referee Program September 2008 - September 2012
Skills
Bloomberg Terminal, Microsoft Excel, MS Excel Pivot Tables, Excel Models, VBA, PowerPoint, QuickBooks, SAP, Market Analysis, International Economics
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance, Health and Industry
Conning June 2015 - August 2015
Healthy Planet May 2014 - July 2014
Star Hill Family Athletic Center January 2010 - May 2014
Crandall's Park Summer Camp June 2010 - August 2013
Connecticut State Referee Program September 2008 - September 2012
Skills
Bloomberg Terminal, Microsoft Excel, MS Excel Pivot Tables, Excel Models, VBA, PowerPoint, QuickBooks, SAP, Market Analysis, International Economics
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance, Health and Industry
Cynthia Walder's Conning Experience November 2009 - May 2015
Job Marketing Communications, Payer Solutions Cigna
Industry Marketing and Advertising
Experience
Cigna May 2015 - Present
Conning November 2009 - May 2015
Conning September 2006 - November 2009
ThermoSpas April 2003 - August 2006
MetraTech November 2000 - January 2003
Greenfield Consulting Group March 1998 - November 2000
Skills
Online Marketing, Customer Relations, Excel, Microsoft Office, Customer Service, Microsoft Excel, Marketing Strategy, Insurance, Marketing Communications, Strategic Planning, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
MBA
Westfield State College 1995 — 1998
BS, Communications
Sacred Heart University 1993 — 1995
Biology
Cigna May 2015 - Present
Conning November 2009 - May 2015
Conning September 2006 - November 2009
ThermoSpas April 2003 - August 2006
MetraTech November 2000 - January 2003
Greenfield Consulting Group March 1998 - November 2000
Skills
Online Marketing, Customer Relations, Excel, Microsoft Office, Customer Service, Microsoft Excel, Marketing Strategy, Insurance, Marketing Communications, Strategic Planning, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
MBA
Westfield State College 1995 — 1998
BS, Communications
Sacred Heart University 1993 — 1995
Biology
Laurie Madonna's Conning Experience December 2005 - Present
Job Assistant Vice President at Conning
Industry Financial Services
Experience
Conning December 2005 - Present
Hartford Life November 2003 - November 2005
New Britain Rock Cats 2001 - 2004
Skills
Bloomberg, Fixed Income, Investments, Asset Managment, Equities, Securities, Financial Analysis, Asset Allocation, Bonds, Analysis
Education
The University of Connecticut School of Business 2006 — 2009
MBA, International Business
Connecticut College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Conning December 2005 - Present
Hartford Life November 2003 - November 2005
New Britain Rock Cats 2001 - 2004
Skills
Bloomberg, Fixed Income, Investments, Asset Managment, Equities, Securities, Financial Analysis, Asset Allocation, Bonds, Analysis
Education
The University of Connecticut School of Business 2006 — 2009
MBA, International Business
Connecticut College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Paul Mansour's Conning Experience February 2012 - Present
Job Managing Director at Conning
Industry Financial Services
Experience
Conning February 2012 - Present
Conning June 2006 - February 2012
MBIA April 1983 - March 2006
New York Power Authority October 1978 - March 1983
Skills
Portfolio Management, Research, Public Finance, Budgeting, Fixed Income, Analysis, Budgets, Credit Analysis, Securities, Alternative Investments, Finance, Asset Management, Structured Finance, Underwriting, Bonds, Insurance, Strategy, Investments, Municipalities, Financial Modeling, Capital Markets, Hedge Funds
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Conning February 2012 - Present
Conning June 2006 - February 2012
MBIA April 1983 - March 2006
New York Power Authority October 1978 - March 1983
Skills
Portfolio Management, Research, Public Finance, Budgeting, Fixed Income, Analysis, Budgets, Credit Analysis, Securities, Alternative Investments, Finance, Asset Management, Structured Finance, Underwriting, Bonds, Insurance, Strategy, Investments, Municipalities, Financial Modeling, Capital Markets, Hedge Funds
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Bill Broomall's Conning Experience March 2012 - Present
Job Assistant Vice President Insurance Research
Industry Financial Services
Experience
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Dean Crabtree's Conning Experience July 1999 - April 2008
Job Executive Director at J.P. Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
The Forum Group - assignment JPMorgan Chase & Co. August 2014 - January 2015
The Jacobson Group - assignment-Resolution Life January 2014 - August 2014
The Phoenix Companies July 2010 - June 2013
The ALEA Group August 2008 - July 2010
Conning July 1999 - April 2008
Travelers Investment Group August 1996 - July 1999
Skills
Financial Reporting, Finance, Internal Controls, Investments, Insurance, Financial Analysis, Valuation, Reinsurance, Financial Services, Accounting, Investment Accounting, Account Reconciliation, Strategic Financial..., Derivatives, Auditing, Financial Audits, Treasury Management, US GAAP, Financial Management, STAT, Sarbanes-Oxley Act, Statutory Accounting, Financial Risk, Enterprise Risk..., Internal Audit, Fixed Income, Process Improvement, Bloomberg, Financial Accounting, Variance Analysis, Bonds, Securities, Private Equity, Budget, Corporate Finance, Financial Statements, Alternative Investments, Investment Management, Property & Casualty..., Life Insurance, Private Placements, Limited Partnerships, Monthly Close Process, CAMRA, PAM for Securities, Eagle PACE, Management Consulting, Executive Management, Financial Planning
Education
Central Connecticut State University 1989 — 1996
BS, Finance
Trumbull High School 1983 — 1986
JPMorgan Chase & Co. February 2015 - Present
The Forum Group - assignment JPMorgan Chase & Co. August 2014 - January 2015
The Jacobson Group - assignment-Resolution Life January 2014 - August 2014
The Phoenix Companies July 2010 - June 2013
The ALEA Group August 2008 - July 2010
Conning July 1999 - April 2008
Travelers Investment Group August 1996 - July 1999
Skills
Financial Reporting, Finance, Internal Controls, Investments, Insurance, Financial Analysis, Valuation, Reinsurance, Financial Services, Accounting, Investment Accounting, Account Reconciliation, Strategic Financial..., Derivatives, Auditing, Financial Audits, Treasury Management, US GAAP, Financial Management, STAT, Sarbanes-Oxley Act, Statutory Accounting, Financial Risk, Enterprise Risk..., Internal Audit, Fixed Income, Process Improvement, Bloomberg, Financial Accounting, Variance Analysis, Bonds, Securities, Private Equity, Budget, Corporate Finance, Financial Statements, Alternative Investments, Investment Management, Property & Casualty..., Life Insurance, Private Placements, Limited Partnerships, Monthly Close Process, CAMRA, PAM for Securities, Eagle PACE, Management Consulting, Executive Management, Financial Planning
Education
Central Connecticut State University 1989 — 1996
BS, Finance
Trumbull High School 1983 — 1986
Josef Sachs's Conning Experience November 2010 - Present
Job Director, Risk & Capital Management Solutions
Industry Computer Software
Experience
Conning November 2010 - Present
DFA Capital Management Inc. November 2005 - November 2010
Tiedemann Investment Group August 2000 - November 2005
Invictus Partners, LLC July 1997 - August 2000
Jefferies & Company January 1994 - July 1997
Morgan Stanley September 1984 - January 1994
New York Air March 1983 - September 1984
I.P. Sharp Associates September 1981 - March 1983
Pan American World Airways March 1979 - September 1981
Education
Baltimore Polytechnic Institute 1969 — 1973
Massachusetts Institute of Technology
Conning November 2010 - Present
DFA Capital Management Inc. November 2005 - November 2010
Tiedemann Investment Group August 2000 - November 2005
Invictus Partners, LLC July 1997 - August 2000
Jefferies & Company January 1994 - July 1997
Morgan Stanley September 1984 - January 1994
New York Air March 1983 - September 1984
I.P. Sharp Associates September 1981 - March 1983
Pan American World Airways March 1979 - September 1981
Education
Baltimore Polytechnic Institute 1969 — 1973
Massachusetts Institute of Technology
Gulen Tuncer, CFA's Conning Experience November 2011 - Present
Job Director at Conning
Industry Investment Management
Experience
Conning November 2011 - Present
The Phoenix Companies October 2004 - November 2011
The Phoenix Companies September 2001 - March 2004
The Phoenix Companies September 2000 - September 2001
Bloomberg March 2000 - October 2000
Skills
Fixed Income, Emerging Markets, Equities, Investments, Portfolio Management, Asset Management, Capital Markets, Bloomberg, Risk Management, Financial Modeling
Education
University of Hartford 1997 — 1998
MBA, Finance
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1991 — 1996
B.S., Applied Mathematics
T.E.D. Ankara Koleji 1982 — 1991
Conning November 2011 - Present
The Phoenix Companies October 2004 - November 2011
The Phoenix Companies September 2001 - March 2004
The Phoenix Companies September 2000 - September 2001
Bloomberg March 2000 - October 2000
Skills
Fixed Income, Emerging Markets, Equities, Investments, Portfolio Management, Asset Management, Capital Markets, Bloomberg, Risk Management, Financial Modeling
Education
University of Hartford 1997 — 1998
MBA, Finance
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1991 — 1996
B.S., Applied Mathematics
T.E.D. Ankara Koleji 1982 — 1991
Bill Aikman's Conning Experience April 2012 - July 2012
Job Product Marketing Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Jennifer Chenail's Conning Experience May 2013 - Present
Job Sr. Marketing Communications Specialist at Voya Financial
Industry Marketing and Advertising
Experience
Voya Financial November 2014 - Present
Conning May 2013 - Present
Credit Union Association September 2005 - March 2013
Guideposts February 2003 - September 2005
John Mallen Communications, Inc May 2001 - February 2003
Skills
Advertising, Marketing Communications, Marketing, Email Design, Event Planning, Marketing Project..., Corporate Branding, Email Marketing, Lead Generation
Education
Marist College 1997 — 2001
Bachelor of Arts, Communications; Public Relations
Voya Financial November 2014 - Present
Conning May 2013 - Present
Credit Union Association September 2005 - March 2013
Guideposts February 2003 - September 2005
John Mallen Communications, Inc May 2001 - February 2003
Skills
Advertising, Marketing Communications, Marketing, Email Design, Event Planning, Marketing Project..., Corporate Branding, Email Marketing, Lead Generation
Education
Marist College 1997 — 2001
Bachelor of Arts, Communications; Public Relations
Dorian Owens's Conning Experience July 2002 - November 2003
Job Tax Collector at Town of East Granby
Industry Government Administration
Experience
Town of East Granby December 2007 - Present
North Central Area Agency on Aging April 2006 - December 2007
Suburban Dental Lab November 2003 - April 2006
Conning July 2002 - November 2003
USI October 2000 - June 2002
Westfield October 1999 - November 2000
Central Parking System May 1998 - June 1999
Travelers April 1983 - May 1998
Bank of America AKA Fleet Bank June 1978 - April 1983
Skills
Administration, Excel, Access, Word, Microsoft Office, PowerPoint, Customer Service, Accounting, Budgeting, Negotiation, Customer Relations, Research, Strategic Planning, Payroll, Quickbooks, Invoicing, Tax, Government, Problem Solving, Team Building, Analysis, Outlook, Documentation, Coaching, Contract Negotiation, Compliance, Mentoring, Public Finance, Tax Preparation, Collections, Human Resources, Non-profits, Volunteer Management, Budgets, Process Improvement, Microsoft Excel, Public Speaking, Forecasting, Nonprofits, Account Reconciliation, Microsoft Word, Fundraising, Bookkeeping, Recruiting, Accounts Receivable, Leadership
Education
American InterContinental University 2006 — 2007
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Saint Joseph College 2005 — 2006
Human Resources Management and Services
The University of Connecticut 1987 — 1989
Business/Managerial Economics
American Institute of Banking 1980 — 1982
Personal Banking, Banking and Financial Support Services
Capital Community College 1978 — 1981
Associate of Science (AS), Business Administration and Management, General
Town of East Granby December 2007 - Present
North Central Area Agency on Aging April 2006 - December 2007
Suburban Dental Lab November 2003 - April 2006
Conning July 2002 - November 2003
USI October 2000 - June 2002
Westfield October 1999 - November 2000
Central Parking System May 1998 - June 1999
Travelers April 1983 - May 1998
Bank of America AKA Fleet Bank June 1978 - April 1983
Skills
Administration, Excel, Access, Word, Microsoft Office, PowerPoint, Customer Service, Accounting, Budgeting, Negotiation, Customer Relations, Research, Strategic Planning, Payroll, Quickbooks, Invoicing, Tax, Government, Problem Solving, Team Building, Analysis, Outlook, Documentation, Coaching, Contract Negotiation, Compliance, Mentoring, Public Finance, Tax Preparation, Collections, Human Resources, Non-profits, Volunteer Management, Budgets, Process Improvement, Microsoft Excel, Public Speaking, Forecasting, Nonprofits, Account Reconciliation, Microsoft Word, Fundraising, Bookkeeping, Recruiting, Accounts Receivable, Leadership
Education
American InterContinental University 2006 — 2007
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Saint Joseph College 2005 — 2006
Human Resources Management and Services
The University of Connecticut 1987 — 1989
Business/Managerial Economics
American Institute of Banking 1980 — 1982
Personal Banking, Banking and Financial Support Services
Capital Community College 1978 — 1981
Associate of Science (AS), Business Administration and Management, General
Jennifer Quisenberry's Conning Experience 2004 - 2007
Job General ReNew England Asset Management, Inc.
Industry Investment Management
Experience
General Re-New England Asset Management, Inc. May 2007 - Present
Conning 2004 - 2007
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
McGill University
Bachelor of Arts (BA), Economics and Finance
General Re-New England Asset Management, Inc. May 2007 - Present
Conning 2004 - 2007
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
McGill University
Bachelor of Arts (BA), Economics and Finance
David Rogan, CFA's Conning Experience June 2014 - Present
Job Conning Director P.M.
Industry Investment Management
Experience
Conning June 2014 - Present
Brookfield Investment Mangement October 2005 - June 2014
ACE 1997 - 2005
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Insurance
Education
Temple University - Fox School of Business and Management 1990 — 1994
Actuarial Science and Economics
Cheltenham High School
Conning June 2014 - Present
Brookfield Investment Mangement October 2005 - June 2014
ACE 1997 - 2005
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Insurance
Education
Temple University - Fox School of Business and Management 1990 — 1994
Actuarial Science and Economics
Cheltenham High School
Vincent Granieri's Conning Experience 1985 - 1987
Job CEO and Founder at Predictive Resources, LLC
Industry Financial Services
Experience
Predictive Resources, LLC May 2013 - Present
21st Services LLC May 2008 - April 2013
Integrated Advantage Consultants, Inc. January 2003 - May 2008
Great American Financial Resources November 1997 - January 2003
PennCorp FInancial 1995 - 1997
Midland Life Ins. Co February 1987 - July 1995
Conning 1985 - 1987
Skills
Actuarial Science, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Valuation, Investments, Financial Modeling, Pricing, Underwriting, Mergers, Mergers & Acquisitions, Financial Risk, Due Diligence, Strategic Financial..., Term Life Insurance, Financial Services, Strategy, Finance, Life Settlements, Health Insurance, Long-term Care, Structured Finance, Retirement, Universal Life, Retirement Planning, Portfolio Management, Alternative Investments, Disability Insurance, Asset Management, Investment Strategies, Wealth Management, 401k, Actuaries, Brokers, Securities, Financial Structuring, ALM, Financial Planning
Education
Harvard Business School 1981 — 1983
MBA, Finance, Investment Management, Organizational Development
Ball State University 1975 — 1979
B.S., Actuarial Science, Business Administration, 3.985 GPA; Summa cum laude
Copley-Fairlawn H.S.
Predictive Resources, LLC May 2013 - Present
21st Services LLC May 2008 - April 2013
Integrated Advantage Consultants, Inc. January 2003 - May 2008
Great American Financial Resources November 1997 - January 2003
PennCorp FInancial 1995 - 1997
Midland Life Ins. Co February 1987 - July 1995
Conning 1985 - 1987
Skills
Actuarial Science, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Valuation, Investments, Financial Modeling, Pricing, Underwriting, Mergers, Mergers & Acquisitions, Financial Risk, Due Diligence, Strategic Financial..., Term Life Insurance, Financial Services, Strategy, Finance, Life Settlements, Health Insurance, Long-term Care, Structured Finance, Retirement, Universal Life, Retirement Planning, Portfolio Management, Alternative Investments, Disability Insurance, Asset Management, Investment Strategies, Wealth Management, 401k, Actuaries, Brokers, Securities, Financial Structuring, ALM, Financial Planning
Education
Harvard Business School 1981 — 1983
MBA, Finance, Investment Management, Organizational Development
Ball State University 1975 — 1979
B.S., Actuarial Science, Business Administration, 3.985 GPA; Summa cum laude
Copley-Fairlawn H.S.
Michael Reed, CIPM's Conning Experience March 2008 - Present
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning March 2008 - Present
Conning August 1994 - March 2008
Advest, Inc. July 1993 - August 1994
Skills
Investments, GIPS Compliance, Investment Performance, Fixed Income, Asset Allocation, Attribution, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Boston University - School of Management
Bachelor of Science (BS), Business Administration and Management/Finance
Conning March 2008 - Present
Conning August 1994 - March 2008
Advest, Inc. July 1993 - August 1994
Skills
Investments, GIPS Compliance, Investment Performance, Fixed Income, Asset Allocation, Attribution, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Equities, Mutual Funds
Education
Boston University - School of Management
Bachelor of Science (BS), Business Administration and Management/Finance
Janet Kalwat's Conning Experience May 2012 - December 2013
Job Consultant/Financial Writer at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Clarence Smith, CPCU's Conning Experience February 2000 - January 2003
Job Franchise Business Owner
Industry Insurance
Experience
Mathnasium - The Math Learning Center February 2015 - Present
Travelers January 2014 - May 2015
The Hartford January 2003 - December 2013
Conning February 2000 - January 2003
Allstate April 1990 - January 2000
Skills
Insurance, Underwriting, Marketing Research, Property & Casualty..., Business Strategy, Analysis, Cross-functional Team..., Strategic Planning, Management, Training, Project Management, Product Development, Business Analysis, Risk Management, Market Research
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2000
MS, Business Management
Penn State University 1985 — 1989
BS, Mathematics
Mathnasium - The Math Learning Center February 2015 - Present
Travelers January 2014 - May 2015
The Hartford January 2003 - December 2013
Conning February 2000 - January 2003
Allstate April 1990 - January 2000
Skills
Insurance, Underwriting, Marketing Research, Property & Casualty..., Business Strategy, Analysis, Cross-functional Team..., Strategic Planning, Management, Training, Project Management, Product Development, Business Analysis, Risk Management, Market Research
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2000
MS, Business Management
Penn State University 1985 — 1989
BS, Mathematics
Paul Kopsky's Conning Experience 1997 - 2002
Job EVP & COO at Hunt Companies Inc
Industry Financial Services
Experience
Hunt Companies Inc September 2013 - Present
Jefferies & Company 2011 - September 2013
Capmark 2007 - 2010
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Structured Finance, Finance, Risk Management, Portfolio Management, Series 7, Banking, Internal Controls, SEC filings, Loans, CMBS
Education
University of Chicago GSB 1999 — 2001
MBA, Finance
Creighton University 1982 — 1986
BsBA, Accounting and Finance
Hunt Companies Inc September 2013 - Present
Jefferies & Company 2011 - September 2013
Capmark 2007 - 2010
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Structured Finance, Finance, Risk Management, Portfolio Management, Series 7, Banking, Internal Controls, SEC filings, Loans, CMBS
Education
University of Chicago GSB 1999 — 2001
MBA, Finance
Creighton University 1982 — 1986
BsBA, Accounting and Finance
Benjamin Nichols's Conning Experience May 2010 - August 2010
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
International Business Machines June 2011 - January 2012
Conning May 2010 - August 2010
Skills
SQL, Data Analysis, Microsoft Excel, Pivot Tables, Vlookup, Big Data, R, HTML, Optimization, Java, Linear Regression, Mathematica, Microsoft Office..., Microsoft Office, Stochastic Modeling, Matlab, Logistic Regression, Maple, Access, Optimizations, Mathematical Analysis, Philosophy of Mind, Property & Casualty..., Morality, SPSS, Ethical Theory, Analysis, Analytics, Business Analysis, Management, PowerPoint, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master's Degree, Management Sciences and Quantitative Methods, 3.86
State University of New York College at Geneseo 2009 — 2012
B.A, Mathematics, Philosophy
Gettysburg College 2008 — 2009
Mathematics Major
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management September 2012 - June 2013
International Business Machines June 2011 - January 2012
Conning May 2010 - August 2010
Skills
SQL, Data Analysis, Microsoft Excel, Pivot Tables, Vlookup, Big Data, R, HTML, Optimization, Java, Linear Regression, Mathematica, Microsoft Office..., Microsoft Office, Stochastic Modeling, Matlab, Logistic Regression, Maple, Access, Optimizations, Mathematical Analysis, Philosophy of Mind, Property & Casualty..., Morality, SPSS, Ethical Theory, Analysis, Analytics, Business Analysis, Management, PowerPoint, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master's Degree, Management Sciences and Quantitative Methods, 3.86
State University of New York College at Geneseo 2009 — 2012
B.A, Mathematics, Philosophy
Gettysburg College 2008 — 2009
Mathematics Major
Richard Lindblom's Conning Experience August 2005 - Present
Job Director, Information Systems at Conning
Industry Investment Management
Experience
Conning August 2005 - Present
SS&C Technologies August 1994 - August 2005
Advest Bank 1993 - 1997
Gateway Bank March 1992 - August 1995
Skills
Bloomberg, Fixed Income, Trading Systems, Business Analysis, Vendor Management, Portfolio Management, Investments, Crystal Reports, Derivatives, Software Development, Analysis, Product Management, SQL, Financial Modeling, Access, Requirements Gathering, Accounting, Software Project...
Education
University of New Haven 1990 — 1992
MBA, Management and Organization
University of New Haven 1978 — 1982
BA, Financial Accounting
Conning August 2005 - Present
SS&C Technologies August 1994 - August 2005
Advest Bank 1993 - 1997
Gateway Bank March 1992 - August 1995
Skills
Bloomberg, Fixed Income, Trading Systems, Business Analysis, Vendor Management, Portfolio Management, Investments, Crystal Reports, Derivatives, Software Development, Analysis, Product Management, SQL, Financial Modeling, Access, Requirements Gathering, Accounting, Software Project...
Education
University of New Haven 1990 — 1992
MBA, Management and Organization
University of New Haven 1978 — 1982
BA, Financial Accounting
Nolan Cicerrella's Conning Experience January 2015 - Present
Job Municipal Analyst
Industry Financial Services
Experience
Conning January 2015 - Present
Bank of America November 2012 - January 2015
The National Groups March 2012 - November 2012
LEGO June 2011 - March 2012
Skills
SAP, Microsoft Excel, Retail, Customer Service, Data Analysis, Microsoft Office, Analysis, Business Analysis, PowerPoint, Microsoft Word, Marketing, Outlook, Equator, Salesforce.com
Education
The University of Connecticut 2006 — 2010
BA, Economics
Conning January 2015 - Present
Bank of America November 2012 - January 2015
The National Groups March 2012 - November 2012
LEGO June 2011 - March 2012
Skills
SAP, Microsoft Excel, Retail, Customer Service, Data Analysis, Microsoft Office, Analysis, Business Analysis, PowerPoint, Microsoft Word, Marketing, Outlook, Equator, Salesforce.com
Education
The University of Connecticut 2006 — 2010
BA, Economics
Patricia LaPorte's Conning Experience 2003 - 2014
Job
Industry
Experience
Conning 2003 - 2014
Skills
Bloomberg, Asset Management, Financial Analysis, Fixed Income, Hedge Funds
Education
Bryant University 1999 — 2003
Bachelor's degree, Finance, General
Conning 2003 - 2014
Skills
Bloomberg, Asset Management, Financial Analysis, Fixed Income, Hedge Funds
Education
Bryant University 1999 — 2003
Bachelor's degree, Finance, General
kurt buehner's Conning Experience October 2013 - Present
Job Senior Software Engineer at Pratt And Whitney
Industry Information Technology and Services
Experience
Pratt And Whitney August 2015 - Present
Conning October 2013 - Present
Goal Driven Software 2012 - Present
ESPN August 2012 - August 2013
Pavyeris 2011 - 2012
Louis Dreyfus Highbridge Energy 2009 - 2011
UBS April 2005 - November 2009
Skills
SQL, XML, Java, Software Development, Agile Methodologies, Oracle, JavaScript, C#, Hibernate, JavaEE, Microsoft SQL Server, SQL Tuning, SOAP, REST, JSP, Servlet, Lean, Multithreading, Spring, Jasper Reports, Github, ASP.NET MVC, AJAX, JQuery, Software Design, Software Architectural..., Storycard, Scrum, IBM-MQ, ActiveMQ, Algorithms, selenium, AngularJS, Backbone.js, HTML5, Horizontal Scalability, API design
Education
Rennselaer Polytechnic Inst. (Hartford Grad Center) 2002 — 2004
MS, Computer Science
Kennesaw State University 1996 — 2000
Bachelor of Science (BS), Mathematics and Chemistry
Pratt And Whitney August 2015 - Present
Conning October 2013 - Present
Goal Driven Software 2012 - Present
ESPN August 2012 - August 2013
Pavyeris 2011 - 2012
Louis Dreyfus Highbridge Energy 2009 - 2011
UBS April 2005 - November 2009
Skills
SQL, XML, Java, Software Development, Agile Methodologies, Oracle, JavaScript, C#, Hibernate, JavaEE, Microsoft SQL Server, SQL Tuning, SOAP, REST, JSP, Servlet, Lean, Multithreading, Spring, Jasper Reports, Github, ASP.NET MVC, AJAX, JQuery, Software Design, Software Architectural..., Storycard, Scrum, IBM-MQ, ActiveMQ, Algorithms, selenium, AngularJS, Backbone.js, HTML5, Horizontal Scalability, API design
Education
Rennselaer Polytechnic Inst. (Hartford Grad Center) 2002 — 2004
MS, Computer Science
Kennesaw State University 1996 — 2000
Bachelor of Science (BS), Mathematics and Chemistry
Erin Pulkkinen's Conning Experience 2011 - 2013
Job Structured Credit Analyst at Conning
Industry Investment Management
Experience
Conning 2011 - 2013
Goodwin Capital Advisers 2005 - 2011
Goodwin Capital Advisers 2005 - 2011
Phoenix Investment Partners 2000 - 2005
Aeltus Investment Management, Inc. 1999 - 2000
Brown Brothers Harriman & Company 1996 - 1999
Skills
Structured Credit..., Analyzing Collateral, Report Writing, Credit Risk Positioning, Collaterized Loan..., Regulatory Compliance, Audit Response, Quantitative Analysis, Cash Flow Modeling, Executive Communication, Global Securitization, Forecasting
Education
University of Hartford
Master of Business Administration (M.B.A.), Finanace
Bentley University
Bachelor of Science (B.S.), Finance
Conning 2011 - 2013
Goodwin Capital Advisers 2005 - 2011
Goodwin Capital Advisers 2005 - 2011
Phoenix Investment Partners 2000 - 2005
Aeltus Investment Management, Inc. 1999 - 2000
Brown Brothers Harriman & Company 1996 - 1999
Skills
Structured Credit..., Analyzing Collateral, Report Writing, Credit Risk Positioning, Collaterized Loan..., Regulatory Compliance, Audit Response, Quantitative Analysis, Cash Flow Modeling, Executive Communication, Global Securitization, Forecasting
Education
University of Hartford
Master of Business Administration (M.B.A.), Finanace
Bentley University
Bachelor of Science (B.S.), Finance
Adam Artruc's Conning Experience June 2015 - Present
Job Senior Associate Marketing & Communications at Conning
Industry Marketing and Advertising
Experience
Conning June 2015 - Present
Simsbury Therapy November 2014 - March 2015
Strategic Asset Management January 2011 - March 2015
Stop & Shop November 1999 - February 2011
Skills
Logo Design, HTML, Adobe Acrobat, Marketing, Newsletters, Brochures, Microsoft Office, Photoshop, InDesign, Illustrator, Premiere, Typography, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Dreamweaver, Adobe Flash, Adobe Premiere Pro, Adobe Encore, Adobe After Effects, CSS, Joomla, Web Design, Posters, Adobe Creative Suite, Mac, Graphic Design, WordPress, Flash, Layout, Branding, Email Marketing, Collateral, Flyers, Website Development, Photography, Business Cards, Image Editing, Video Editing, Visual Communication, Customer Service, Digital Photography, Google Analytics, CMS, Prezi
Education
Central Connecticut State University 2007 — 2010
B.A., Graphic Information Design
Northwestern Connecticut Community College 2002 — 2005
A.S., Visual Communications
Conning June 2015 - Present
Simsbury Therapy November 2014 - March 2015
Strategic Asset Management January 2011 - March 2015
Stop & Shop November 1999 - February 2011
Skills
Logo Design, HTML, Adobe Acrobat, Marketing, Newsletters, Brochures, Microsoft Office, Photoshop, InDesign, Illustrator, Premiere, Typography, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Dreamweaver, Adobe Flash, Adobe Premiere Pro, Adobe Encore, Adobe After Effects, CSS, Joomla, Web Design, Posters, Adobe Creative Suite, Mac, Graphic Design, WordPress, Flash, Layout, Branding, Email Marketing, Collateral, Flyers, Website Development, Photography, Business Cards, Image Editing, Video Editing, Visual Communication, Customer Service, Digital Photography, Google Analytics, CMS, Prezi
Education
Central Connecticut State University 2007 — 2010
B.A., Graphic Information Design
Northwestern Connecticut Community College 2002 — 2005
A.S., Visual Communications
Laura Olkovsky's Conning Experience November 2007 - June 2015
Job Senior Associate Insurance Researh Analyst
Industry Insurance
Experience
Conning November 2007 - June 2015
Aon Risk Solutions February 2001 - August 2003
Strategic IR, Inc. November 2000 - January 2001
Skills
Financial Modeling, Asset Allocation, Bloomberg, Risk Management, Financial Analysis, Insurance, Asset Management, Investments, Microsoft Excel, Financial Risk, Microsoft Office, Business Analysis, Financial Reporting, Strategic Planning, Financial data research...
Education
Pace University 1996 — 2000
Bachelor's degree, Economics/Mathematics
Pace University 1996 — 2000
Economics/Mathematics, Economics/Mathematics
Conning November 2007 - June 2015
Aon Risk Solutions February 2001 - August 2003
Strategic IR, Inc. November 2000 - January 2001
Skills
Financial Modeling, Asset Allocation, Bloomberg, Risk Management, Financial Analysis, Insurance, Asset Management, Investments, Microsoft Excel, Financial Risk, Microsoft Office, Business Analysis, Financial Reporting, Strategic Planning, Financial data research...
Education
Pace University 1996 — 2000
Bachelor's degree, Economics/Mathematics
Pace University 1996 — 2000
Economics/Mathematics, Economics/Mathematics
Christopher Thiele's Conning Experience July 2014 - Present
Job Performance Analyst at Conning
Industry Banking
Experience
Conning July 2014 - Present
SS&C GlobeOp May 2013 - July 2014
Higher One August 2011 - May 2013
Skills
Banking, Financial Analysis, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Risk Management, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Business Analysis, Access, Analysis, Financial Reporting, Finance
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2010 — 2010
Study Abroad Program, International Business
Conning July 2014 - Present
SS&C GlobeOp May 2013 - July 2014
Higher One August 2011 - May 2013
Skills
Banking, Financial Analysis, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Risk Management, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Business Analysis, Access, Analysis, Financial Reporting, Finance
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2010 — 2010
Study Abroad Program, International Business
Ken Jaskol's Conning Experience March 1992 - June 1996
Job Senior Vice President at International Fixed Income, LLC
Industry Financial Services
Experience
International Fixed Income, LLC July 2013 - Present
Tejas Securities Group, Inc. June 2010 - July 2013
APS Financial Corp June 1996 - July 2010
Conning March 1992 - June 1996
Skills
Series 7, Fixed Income, MBS, Series 63, Capital Markets, Securities, Portfolio Management, Bonds, Bloomberg, Structured Products, Residential Mortgages, Trading, Investments, Structured Securities, Intex, Agencies, Series 24, Government Agencies, Financial Modeling, Private Equity, Financial Markets, Alternative Investments, Investment Banking, Options, Structured Finance, Derivatives, FINRA, Asset Allocation, Valuation, Asset Management
Education
CFA
University of Hartford
Bachelor's degree, Business Administration and Management, General
International Fixed Income, LLC July 2013 - Present
Tejas Securities Group, Inc. June 2010 - July 2013
APS Financial Corp June 1996 - July 2010
Conning March 1992 - June 1996
Skills
Series 7, Fixed Income, MBS, Series 63, Capital Markets, Securities, Portfolio Management, Bonds, Bloomberg, Structured Products, Residential Mortgages, Trading, Investments, Structured Securities, Intex, Agencies, Series 24, Government Agencies, Financial Modeling, Private Equity, Financial Markets, Alternative Investments, Investment Banking, Options, Structured Finance, Derivatives, FINRA, Asset Allocation, Valuation, Asset Management
Education
CFA
University of Hartford
Bachelor's degree, Business Administration and Management, General
Paul Kopsky's Conning Experience 1997 - 2002
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2011 - Present
Capmark 2006 - 2010
Nationwide Insurance 2003 - 2006
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Accounting, Finance, Financial Services, Mergers, Acquisitions, Asset Managment, Insurance, Executive Management, Executive Positions, Real Estate, Commercial Lending, Asset Based Lending
Education
University of Chicago GSB 2000 — 2002
Master of Business Administration (MBA), Business
Creighton University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Jefferies & Company 2011 - Present
Capmark 2006 - 2010
Nationwide Insurance 2003 - 2006
Conning 1997 - 2002
KPMG 1986 - 1997
Skills
Accounting, Finance, Financial Services, Mergers, Acquisitions, Asset Managment, Insurance, Executive Management, Executive Positions, Real Estate, Commercial Lending, Asset Based Lending
Education
University of Chicago GSB 2000 — 2002
Master of Business Administration (MBA), Business
Creighton University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Davis Liu's Conning Experience June 2015 - Present
Job Software Engineering Intern at Conning
Industry Computer Software
Experience
Conning June 2015 - Present
Princeton University February 2015 - Present
Princeton University September 2014 - Present
Princeton University September 2014 - Present
Calculus Independent Study Organization September 2010 - May 2012
Skills
Teaching, Public Speaking, English, Research, Microsoft Office, Windows, Java, HTML, JavaScript, C, Linux, Python, Julia
Education
Princeton University 2013 — 2017
Bachelor's Degree, Computer Science, 3.91 / 4
South Brunswick High School 2009 — 2013
High School Diploma, 4.0
New Jersey Governor's School of Engineering and Technology 2012 — 2012
Summer Porgram, Computer Science
Conning June 2015 - Present
Princeton University February 2015 - Present
Princeton University September 2014 - Present
Princeton University September 2014 - Present
Calculus Independent Study Organization September 2010 - May 2012
Skills
Teaching, Public Speaking, English, Research, Microsoft Office, Windows, Java, HTML, JavaScript, C, Linux, Python, Julia
Education
Princeton University 2013 — 2017
Bachelor's Degree, Computer Science, 3.91 / 4
South Brunswick High School 2009 — 2013
High School Diploma, 4.0
New Jersey Governor's School of Engineering and Technology 2012 — 2012
Summer Porgram, Computer Science
Tom Gittemeier's Conning Experience June 1999 - September 1999
Job Mining & Metals Professional
Industry Mining & Metals
Experience
Peabody Energy 1999 - 2012
Conning June 1999 - September 1999
Skills
Microsoft Excel, Microsoft Word, XBRL
Education
University of Missouri-Saint Louis 1984 — 1989
Bachelor of Science Business Administration B.S.B.A, Accounting
Peabody Energy 1999 - 2012
Conning June 1999 - September 1999
Skills
Microsoft Excel, Microsoft Word, XBRL
Education
University of Missouri-Saint Louis 1984 — 1989
Bachelor of Science Business Administration B.S.B.A, Accounting
Daniel Haugh's Conning Experience June 2014 - August 2014
Job Software Engineering Intern at Facebook
Industry Information Technology and Services
Experience
Facebook June 2015 - Present
Brown University September 2014 - Present
Conning June 2014 - August 2014
Otis Elevator Company May 2013 - August 2013
Permanent Vacation March 2012 - September 2012
Self Employed June 2012 - August 2012
Ski Sundown December 2011 - March 2012
Town of Farmington Dept. of Engineering June 2010 - August 2010
Education
Brown University 2012 — 2016
BS, Computer Science
Farmington High School 2008 — 2012
High School Diploma, First Honors/AP Curriculum
Facebook June 2015 - Present
Brown University September 2014 - Present
Conning June 2014 - August 2014
Otis Elevator Company May 2013 - August 2013
Permanent Vacation March 2012 - September 2012
Self Employed June 2012 - August 2012
Ski Sundown December 2011 - March 2012
Town of Farmington Dept. of Engineering June 2010 - August 2010
Education
Brown University 2012 — 2016
BS, Computer Science
Farmington High School 2008 — 2012
High School Diploma, First Honors/AP Curriculum
Michael Zubrowski's Conning Experience 2001 - Present
Job
Industry Accounting
Experience
Conning 2001 - Present
Education
University of Connecticut 1996 — 1999
Bachelor’s Degree, Finance
Conning 2001 - Present
Education
University of Connecticut 1996 — 1999
Bachelor’s Degree, Finance
Thomas Tedford's Conning Experience March 2009 - September 2009
Job Payroll Director at City of Springfield
Industry Government Administration
Experience
City of Springfield, Massachusetts September 2012 - Present
City of Hartford September 2009 - September 2012
Conning March 2009 - September 2009
Ledgent Staffing June 2008 - February 2009
LTT Solutions December 2004 - June 2008
Town of Manchester, CT June 1993 - December 2004
Resource Investors Management Company June 1990 - June 1993
Dairy Mart, Inc August 1989 - June 1990
Skills
Access, Accounting, Budgets, Employee Relations, Human Resources, Payroll, Policy, Process Improvement, Administration, Government, Analysis, Outlook, Organizational..., Training, Employee Benefits, Strategic Planning
Education
The University of Connecticut 1984 — 1989
Bachelor of Science (BS), Accounting
City of Springfield, Massachusetts September 2012 - Present
City of Hartford September 2009 - September 2012
Conning March 2009 - September 2009
Ledgent Staffing June 2008 - February 2009
LTT Solutions December 2004 - June 2008
Town of Manchester, CT June 1993 - December 2004
Resource Investors Management Company June 1990 - June 1993
Dairy Mart, Inc August 1989 - June 1990
Skills
Access, Accounting, Budgets, Employee Relations, Human Resources, Payroll, Policy, Process Improvement, Administration, Government, Analysis, Outlook, Organizational..., Training, Employee Benefits, Strategic Planning
Education
The University of Connecticut 1984 — 1989
Bachelor of Science (BS), Accounting
Susan Norton's Conning Experience
Job Director, Controller at Conning
Industry Financial Services
Experience
Conning
Skills
Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Strategic Planning, Budgets
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
Conning
Skills
Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Strategic Planning, Budgets
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
Alexander Hamel's Conning Experience June 2015 - Present
Job
Industry Accounting
Experience
Conning June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork
Education
Roger Williams University 2013 — 2017
Accounting and Finance, Sophomore
Conning June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork
Education
Roger Williams University 2013 — 2017
Accounting and Finance, Sophomore
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group