Conning Asset Management
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 Asset Management Employees
Cornerstone Real Estate Advisers April 2003 - Present
Conning Asset Management April 2001 - April 2003
Bank of America July 1999 - April 2001
Hudson Advisors, LLC December 1996 - July 1999
Skills
CPA, Commercial Real Estate, Finance, Business Valuation, Commercial Real Estate..., Asset Management
Education
University of North Texas 1998 — 2000
Masters, Real Estate and Finance
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting and Finance
William Raveis Real Estate May 2011 - Present
Realty World Hometown August 2005 - May 2011
Conning Asset Management 2002 - 2005
Arthur Anderson 2001 - 2002
Kostin, Ruffkess & Company, LLC 2000 - 2001
Skills
Relocation, Real Estate, Real Estate Transactions, Sellers, New Home Sales, Condos, Luxury, Single Family Homes, First Time Home Buyers, Listings, Buyer Representation, Referrals, Investors, Short Sales, Investment Properties, Investments, REO, Foreclosures, Property Management, Residential Homes
Education
University of Connecticut
Bachelor and Master of Science, Accounting
Conning Asset Management June 2014 - Present
Brookfield Investment Management July 2011 - June 2014
Conning Asset Management April 2007 - June 2011
Genworth Financial 2005 - March 2007
GE Asset Management 2003 - 2005
GE Asset Management Services July 2001 - 2003
Scudder Kemper Investments 1998 - 2000
JETRO New York 1994 - 1998
Education
Fairfield University 2005 — 2007
MS, Finance
Ritsumeikan University 1992 — 1993
1-yr Program, Japanese Language
Foran High
New York University
Trinity College-Hartford
Bachelors, Economics
Conning Asset Management January 2008 - Present
SS&C Technologies September 2004 - January 2005
Standish Mellon Asset Management March 2004 - July 2004
Investors Bank & Trust August 2000 - March 2003
Skills
Bloomberg, Fixed Income, Asset Allocation, Asset Management, Investments, Access, Excel, Financial Reporting, Valuation, Accounting, Financial Modeling, Portfolio Management, VBA, SQL, Microsoft Office, Risk Management, Insurance, Analysis, Bonds, Word, PowerPoint, Economics, Fund Accounting, Forechecking/Backcheckin...
Education
Boston University - School of Management 1996 — 2000
BS, Operations Management, Organizational Behavior
Conning Asset Management April 2005 - Present
Amicas March 2002 - April 2005
Ruby Tuesday Inc May 2000 - March 2002
Clayton Homes January 1999 - April 2000
US Navy May 1992 - May 1996
Skills
Investment Management, Crystal Reports, Database Design, Fixed Income, Bloomberg, Microsoft SQL Server, Asset Management, Capital Markets, microsoft access, Crystal Enterprise, SAP ERP
Education
Central Connecticut State University 2013 — 2015
Master's degree, Computer Science
University of Tennessee-Knoxville 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Pellissippi State Community College 1997 — 1998
Business Admininistration, Accounting and Finance, 3.9 GPA
Aspirent Consulting LLC November 2014 - Present
Daugherty Business Solutions September 2013 - November 2014
ING April 2012 - September 2013
ING July 2009 - May 2012
ING Nederland April 2009 - July 2009
FM Facility Maintenance January 2008 - March 2009
Conning Asset Management September 2006 - January 2009
Fiserv Lending Solutions April 2004 - September 2006
Skills
Forecasting, Budgeting, Financial Analysis, Financial Modeling, Access, Project Management, Budgets, Accounting, Analysis, Risk Management, Portfolio Management, Finance, Leadership, Managerial Finance, ERP, Auditing, Management, Business Analysis, Business Process...
Education
Rensselaer Polytechnic Institute at Hartford 2008 — 2010
MS, Management
Johnson & Wales University 1998 — 2002
BS, Business Management
Conning Asset Management February 2014 - Present
Conning Asset Management June 2011 - Present
Skills
Investments, Asset Management, Corporate Development
Education
Boston College 2007 — 2011
BA, Economics
Federal Home Loan Bank of Dallas April 2011 - Present
SJS CRE Advisory October 2009 - April 2011
Babson Capital Management February 2006 - September 2009
KeyBank Real Estate Capital July 2002 - January 2006
Conning Asset Management January 1994 - July 2002
GENERAL AMERICAN LIFE INSURANCE CO January 1990 - January 1994
RUBENSTEIN-HAY COMMERCIAL REAL ESTATE and INVESCO REALTORS January 1984 - January 1990
Skills
Asset Managment, Portfolio Management, Loans, Asset Management, Real Estate, Marketing, Due Diligence, Finance
Education
University of North Texas 1980 — 1983
BBA, Marketing
JP Morgan Asset Management June 2010 - Present
Dwight Asset Management July 2006 - June 2010
Conning Asset Management March 1993 - July 2006
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Bloomberg, Equities, Bonds, Risk Management, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Securities, Structured Products, Valuation, Credit Analysis, Financial Analysis
Education
University of Hartford 2004 — 2006
MBA, Finance
Quinnipiac University - School of Business 1990 — 1996
BS, Business Management
Newington Public Schools July 2014 - Present
Southington High School June 2014 - Present
Wins 4 Life July 2014 - Present
East Windsor HS October 2007 - June 2014
GIO Foods July 2010 - April 2014
Hartford Investment Management June 2004 - September 2009
Conning Asset Management October 1996 - May 2004
Skills
Professional Organizing, Youth Mentoring, Professional Mentoring, Life Coaching, Basketball Coaching, Youth Development, High School Students, Student Development, Volunteering, Educational Leadership, Basketball Camps, Entrepreneurship, Great Motivator, Building Effective..., Supporting People, Time Management, Event Management, Food, Cooking, Investments, Catering, Small Business, Coaching, Management, Basketball
Education
Bentley University 1990 — 1994
Bachelor's Degree, Finance
South Catholic High School 1986 — 1990
High School Diploma
CBS Sports Network August 2013 - Present
Freelance December 2009 - Present
Freelance December 2009 - Present
Summer Woman Productions May 2005 - Present
Inside the Actors Studio September 2010 - October 2013
New Horizons Computer Learning Centers December 2007 - May 2008
Conning Asset Management 2000 - 2002
Andrews Consulting Group 1998 - 2000
Skills
Final Cut Studio, Videography, Dramaturgy, Stage Direction, Final Cut Pro, Film, Editing, Video, Microsoft Office, Training, Post Production, Film Production, Avid Media Composer, Autodesk Smoke for Mac, Motion Graphics, Avid Certified..., Apple Certified Trainer, Autodesk Authorized..., Motion, Script Analysis, Video Production, Video Editing, Social Media, Blogging, Multimedia, Camera, Feature Films, Documentaries, Directing, Producing, Creative Direction, Public Speaking
Education
Actors Studio Drama School 2002 — 2005
MFA, Directing
Dunbar High School 1995 — 1996
Rice University 1989 — 1996
BA, English
Dunbar Middle School
Och-Ziff Capital Management August 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Conning Asset Management June 2011 - August 2011
Princeton University Economics Department June 2010 - May 2011
Great Lakes Bioenergy Research Center July 2008 - August 2008
Biomass Conversion Research Laboratory June 2007 - August 2007
Skills
Economics, Investment Banking, Research, Public Speaking, Stata, Financial Modeling, Mergers & Acquisitions, Statistics, Matlab, Econometrics, Asset Management, Microsoft Excel, R, Entrepreneurship, Valuation, Java
Education
Princeton University 2009 — 2013
A.B., Economics
Choate Rosemary Hall 2005 — 2009
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
MetLife June 2014 - Present
Hartford Investment Management February 2013 - May 2014
Conning Asset Management December 2009 - January 2013
Diageo North America August 2012 - August 2012
UBS- Global Wealth Management & Business Banking June 2008 - March 2009
WTAS January 2005 - April 2008
Skills
Bloomberg, Risk Management, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Legal Research, Legal Compliance, Legal Writing, Finance, Auditing, Financial Risk, Analysis, Financial Analysis, Investments
Education
The University of Connecticut School of Law 2009 — 2013
Juris Doctorate, Law
The University of Connecticut School of Business 2010 — 2013
MBA, International Business
Fordham University 2005 — 2009
Bachelor of Arts, Economics
University of Malta 2007 — 2007
European Economics
East Catholic 2001 — 2005
High School Diploma
Reinsurance Group of America March 2012 - Present
Allstate Investments, LLC December 2004 - March 2012
Allstate Investments, LLC May 2001 - December 2006
American General Investment Management 1999 - 2001
Conning Asset Management 1995 - 1999
Skills
Fixed Income, Derivatives, Equities, Portfolio Management, Hedge Funds, Bonds, ALM, Securities, Finance, Financial Services
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance and Accounting
Elizabethtown College 1988 — 1992
BS, Finance and Computer Science
Conning Asset Management February 2013 - Present
Skills
Investments, Insurance, Economics, Management Consulting, Wealth Management, Asset Management, Liability, Business Strategy, Asset Allocation, Private Equity, Property & Casualty..., Financial Modeling, Financial Analysis, Equities, ALM, Fixed Income, Capital Markets, Investment Strategies, Bonds, Portfolio Management, Risk Management, Statistical Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2009
MBA, Business
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Finance
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo November 2012 - Present
Thomas D Wood and Company March 2009 - November 2012
GE Real Estate February 2004 - February 2009
Broad Street Advisors March 2001 - February 2004
Conning Asset Management April 1994 - March 2001
Pardue, Heid, Church, Smith, and Waller, Inc. July 1990 - March 1994
Skills
Dispositions, Real Estate, Debt, Real Estate Investment, Investment Properties, Real Estate Finance, Commercial Mortgages, Investors, Disposition, Real Estate Economics, Real Estate Financing, Leases, Real Estate Development, Investments, Location Intelligence, Commercial Real Estate, Brokerage, Land Acquisition, Corporate Real Estate, Loans, Real Estate Transactions, Appraisals, Banking, Commercial Lending, Commercial Banking, Valuation, Asset Management, Financial Services
Education
Florida State University - College of Business 1987 — 1989
BS, Finance
Conning & Company August 2000 - Present
Conning Asset Management 2000 - 2011
Education
Hamilton College 1988 — 1992
BA, Economics
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
AIG August 2014 - Present
The Hartford December 2013 - July 2014
The Hartford May 2013 - December 2013
Conning Asset Management November 2011 - May 2013
The Hartford May 2011 - August 2011
Skills
ALM, VBA, K, Quantitative Finance, Excel, Python
Education
The University of Connecticut 2008 — 2011
Bachelor of Arts (B.A.), Actuarial Science
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
U.S. Trust March 2013 - Present
Sun Capital Advisers June 2011 - March 2013
Conning Asset Management April 2009 - May 2011
Oppenheimer Funds January 2007 - March 2009
Fidelity Investments 1999 - 2007
Skills
Fixed Income, Trading, Analysis, Research, Mortgage
Education
Boston University
Software Engineering
Financial Academy
BS, Financial Engineering, Finance & Credit
Southern New Hampshire University
MBA, Finance
Conning Asset Management 2006 - Present
MetLife 2005 - 2006
Citigroup 1986 - 2006
Travelers 1986 - 2006
Skills
Statutory Accounting, Project Management, Investments, US GAAP, UK GAAP, Tax Accounting
Education
Rensselaer Polytechnic Institute at Hartford 1993 — 1995
MS, Finance
University of Connecticut 1982 — 1986
BS, Finance
Newington High School 1979 — 1982
Diploma
Conning Asset Management 2003 - Present
Nationwide Financial 1999 - 2003
Skills
Actuarial, Statistics, Portfolio Management, Asset, ALM, Liability, Financial Analysis, Analysis, Analytics, Financial Modeling, Insurance, VBA, Access, Investments, Risk Management, SQL, Asset Management, Asset Allocation, Excel, Modeling, Statistical Modeling, Software Development, Bloomberg, Data Analysis, Enterprise Risk..., Investment Strategies, Quantitative Finance, Economic Capital, Fixed Income, Financial Risk, Quantitative Analytics, Investment Advisory, Life Insurance, Alternative Investments, R, Actuarial Science
Education
The Ohio State University 1997 — 1999
M.S.
Clarion University of Pennsylvania 1992 — 1996
B.S.
DWH, LLC (DWH) 2009 - Present
Hartwick Capital June 2000 - July 2009
Conning Asset Management October 1996 - June 2000
Skills
Restructuring, Management Consulting, Business Planning, Management, Due Diligence, Team Building, Strategy, Mergers & Acquisitions, Interim Management, Entrepreneurship, Corporate Finance, Mergers, Business Strategy, Financial Modeling, Leadership
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Accounting, Capital Markets
Conning Asset Management February 2012 - Present
Conning Asset Management February 2008 - January 2012
Conning Asset Management January 2007 - January 2008
Conning Asset Management June 2007 - November 2007
Skills
SQL, Access, Web Services, Business Analysis, SDLC, Requirements Gathering, Financial Modeling, VBA, Crystal Reports, Visio
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance
Central Connecticut State University 2006 — 2008
Masters, Computer Science
Pinnacle Learning Center
SSGM College of Engineering
Bachelor of Engineering, Computer Science
RGA Reinsurance Company May 2011 - Present
Law Offices of Lisa C. Grimes January 2008 - May 2011
KeyBank Real Estate Capital January 2001 - December 2007
Metropolitan Life Insurance Company December 1999 - July 2001
Conning Asset Management 2000 - 2001
General American Life Insurance Company June 1996 - December 1999
St. Louis Development Corporation January 1991 - May 1996
Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Negotiation
Education
Saint Louis University School of Law 1984 — 1987
J.D.
Southeast Missouri State University 1977 — 1981
B.S.
York Street Project July 2011 - Present
Seix Advisors May 2000 - July 2015
Conning Asset Management June 1995 - May 2000
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Mutual Funds, Trading, Asset Allocation, High Yield, Credit Analysis, Investment Strategies, Bonds, Credit, MBS, Relationship Management, Credit Derivatives, Interest Rate..., Hedge Funds, Alternative Investments, Equities, Investment Management
Education
University of Missouri-Columbia 1991 — 1995
Bachelor's Degree, Finance
NYCIRB October 2013 - Present
Conning Asset Management October 2011 - August 2013
Swiss Re November 2007 - October 2011
Swiss Re November 2002 - October 2007
Travelers Insurance June 2000 - November 2002
Gerling Global Reinsurance Corporation of America May 1994 - June 2000
Skills
Reinsurance, Microsoft Office, Actuarial, Insurance, Reserving, Actuarial Science, Report Writing, News Writing, Public Speaking
Education
Brown University 1990 — 1994
Sc.B., Applied Math, Economics
Queen Mary University of London 1993 — 1993
Actuarial Statistics, British Economic History
Westfield High School
RMB Capital May 2007 - Present
First Albany Capital January 2003 - April 2007
Conning Asset Management 1999 - 2002
Noddings Investment Group, Inc. 1995 - 1998
Skills
Private Wealth...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1978 — 1982
BBA, Finance and Management Science
Cardinal Health May 2015 - Present
Cardinal Health May 2014 - May 2015
Aero-Med, LTD March 2013 - April 2014
Conning Asset Management May 2010 - January 2012
KPMG May 2011 - May 2011
Volunteer Income Tax Assistance Program January 2011 - April 2011
Skills
CAMRA, Bloomberg, CAT..., Financial Analysis, Accounting, Access, Investments, Microsoft Office, PowerPoint, Bloomberg, Financial Reporting, Finance, Account Reconciliation, Customer Service, Financial Statements
Education
Assumption College 2008 — 2012
Bachelors, Accounting
East Catholic High School 2004 — 2008
PPM Finance, Inc. September 2007 - Present
KeyBank Real Estate Capital September 1998 - August 2007
Conning Asset Management September 1998 - 2002
Central Realty May 1996 - July 1998
Colliers Turley Martin July 1993 - April 1996
Skills
Real Estate Economics, Asset Managment, Real Estate, Asset Management, Property, Valuation, Disposition, Portfolio Management, Loans, Real Estate Development, Investments, Commercial Real Estate, Negotiation, Commercial Mortgages, Underwriting, CMBS, Due Diligence, Finance
Education
Southern Illinois University, Edwardsville 1989 — 1993
BS, Business Administration
Conning Asset Management August 1996 - Present
Skills
Bonds, Bloomberg, Asset Managment, Alternative Investments, Securities, Fixed Income, Investment Management, Equities, Financial Modeling, Investments, Asset Management
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Finance
University of Connecticut 1991 — 1995
BS, Accouting
PwC January 2014 - Present
College of the Holy Cross September 2013 - September 2015
College of the Holy Cross August 2011 - May 2013
PwC June 2012 - August 2012
Conning Asset Management May 2011 - August 2011
Skills
Research, Leadership, Analysis, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics-Accounting, Environmental Studies
Conning Asset Management August 2004 - Present
Conning Asset Management August 2001 - August 2004
Connecticut IFS March 2001 - July 2001
Skills
Bondedge, CAMRA, CIPM, Crystal Reports, FactSet, GIPS, Microsoft Office, SQL, Yield Book, StatPro, POINT, Financial Reporting, Performance Attribution, Performance Measurement, Attribution, Bloomberg, Excel, Risk, Equities, Asset Management, Fixed Income, Portfolio Management, Investments, Compliance, Securities, Risk Management, Bonds
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2006
Master of Science, Financial Management
The University of Connecticut 1997 — 2001
Bachelor of Science, Finance
Munich Re (Group) August 2015 - Present
Connecticut Valley Hospital - DMHAS April 2015 - August 2015
Swiss Re January 2010 - January 2015
Swiss Re February 2008 - January 2010
Conning Asset Management December 2002 - February 2008
Swiss Re March 1997 - December 2002
Web Management Consulting April 1995 - April 1998
Self Employed Building Contractor June 1985 - March 1997
Skills
Citrix, VDI, Project Management, PMP, Vendor Management, IT Management, Virtualization, Servers, Disaster Recovery, Business Continuity, IT Strategy, Service-now.com, Project Portfolio..., Process Improvement, Infrastructure, ITIL, IT Service Management, Storage, Business Analysis, Data Center, Service Delivery, Enterprise Architecture, VMware, Cloud Computing, Management, IT Operations, Windows Server, Outsourcing, Team Leadership, Security, Team Building, SDLC, Risk Management, Change Management, Solution Architecture, System Deployment, Information Technology, IT Outsourcing, Networking, Program Management, Enterprise Software, Leadership, Integration
Education
University of Hartford 2007 — 2009
MBA, Business, 3.82
Utica College 1980 — 1984
BS, Computer Science
West Hempstead High School 1976 — 1980
High School
Benchmark Senior Living 2014 - 2015
The Hartford 2011 - 2013
Conning Asset Management 2008 - 2011
MetLife Investors 2005 - 2008
Travelers Life & Annuity 1998 - 2005
Skills
Project Management, New Business Development, Marketing, Sales, Customer Service, Process Improvement, Strategic Planning, Leadership, Program Management, Management, Operations Management, Product Development, Training, Employee Benefits
Education
Providence College
Bachelor of Science, Business Management
Denver Investments June 2013 - Present
Northern Lights Capital Group August 2007 - March 2013
Janus Capital Group June 2004 - August 2007
Bank of America Capital Management October 1998 - June 2004
Conning Asset Management March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company) July 1987 - March 1997
Boeing Corporation (McDonnell Douglas) June 1985 - July 1987
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading
Education
Saint Louis University 1985 — 1987
MBA, Business
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Business
GR-NEAM May 2014 - Present
GR-NEAM May 2010 - May 2014
GR-NEAM May 2000 - May 2010
Conning Asset Management January 1994 - March 2000
Travelers June 1990 - December 1993
Skills
Investments, Asset Management, Bloomberg, Mutual Funds, Risk Management, Insurance, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Portfolio Management, Equities, Bonds, Reinsurance, Investment Strategies, Financial Modeling, Private Equity, Capital Markets, Derivatives
Education
The University of Chicago 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BA, Economics
Conning Asset Management October 2001 - Present
Phoenix Life Insurance Company October 1991 - October 2001
People's United Bank January 1986 - October 1991
Skills
Fixed Income, Bloomberg, Bonds, Asset Allocation, Asset Management, Alternative Investments, Equities, Portfolio Management, Investments, Quantitative Finance, Securities, SVO-NAIC, Investment Strategies, Investment Management, Insurance, Hedge Funds
Education
Ashford University 2013 — 2014
Master's degree, Organizational Management with a concentration in international business management
University of Hartford 2001 — 2011
Bachelor of Arts (B.A.), Business Administration and Management
Conning Asset Management April 2007 - Present
Skills
Investments, Financial Analysis, Business Analysis, Management, Asset Management, Project Management, Portfolio Management, Fixed Income, Finance, Equities
Education
Rensselaer Polytechnic Institute at Hartford
Master of Science (MS), Management
University of Connecticut
Bachelor of Science (BS), Finance
Milestone Research & Development September 2014 - Present
Ambassador Capital Management January 2013 - August 2014
Ambassador Capital Management April 2000 - December 2012
Conning Asset Management May 1998 - April 2000
Skills
Fixed Income Portfolio..., Quantitative Finance, Quantitative Investing, Quantitative Risk..., Investment Banking, Fixed Income Analysis, Quantitative Models, Chartered Financial..., Institutional..., Investment Strategies, Investment Management, Fixed Income Technology, Economic Modeling, Econometrics, Financial Econometrics, Securities Market, Credit Analysis, Portfolio Management, Investment Valuation, Financial Writer, Bond Trading, Real Estate Investment..., Finance Consulting, Investment Consulting
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
Master of Business Administration (MBA)
University of Central Missouri 1994 — 1998
Bachelor of Science (BS), Mathematics
Conning Asset Management May 1995 - Present
Shawmut National Bank January 1992 - June 1995
Skills
Fixed Income, Alternative Investments, ALM, Asset Allocation, Investment Strategies, Bonds, Asset Managment, Hedge Funds, Portfolio Management, Equities, Investments, Capital Markets, High Yield, Trading, Financial Modeling, ABS, MBS, Private Equity, Bloomberg, Credit Analysis, Asset Management, Derivatives, Valuation, Securities, Investment Management, Structured Products
Education
Rensselaer Polytechnic Institute 1991 — 1994
MBA, Finance
University of Connecticut 1984 — 1988
BA, Economics
South Catholic 1980 — 1984
SSM Health Care Foundation March 2014 - Present
Washington University in St. Louis June 2009 - March 2014
Self employed October 2008 - June 2009
RGA October 2007 - October 2008
KeyBank (KeyBank acquired Conning) 2002 - 2007
Conning Asset Management 1996 - 2002
Skills
Non-profits, Strategic Planning, Philanthropy, Stewardship, Asset Managment, Marketing Strategy, Investments, Project Management, Valuation, Financial Analysis, Negotiation, Fundraising, New Business Development, Building Relationships, Nonprofits, Management, Marketing, Advertising, Business Development, Event Planning, Annual Giving, Public Speaking, Asset Management
Education
University of Missouri-Saint Louis 1992 — 1996
BS/MBA, Finance & Marketing
Washington University in St. Louis
Ripple Effect Artists 2013 - 2013
Family Sabbatical 2010 - 2013
M&T Investment Group/MTBIA 2008 - 2010
Daruma Asset Management 2006 - 2007
Prudential Retirement (formerly CIGNA Retirement) 2001 - 2006
Commonfund Asset Management Company 1998 - 2000
College for Financial Planning 1997 - 1998
Conning Asset Management 1996 - 1996
Prudential Securities 1983 - 1995
Skills
Asset Allocation, Portfolio Construction..., Risk Management, Fund of Funds Management, Institutional Pension..., Marketing, Strategic Partnership..., Consultative Selling, Asset Retention, Investments, Selling, Strategic Partnerships, Portfolio Management, Fixed Income, Asset Managment, Fund Of Funds, Asset Management, Leadership, Mergers & Acquisitions, Series 63, Retirement, Institutional..., Defined Benefit, Trading, Pension Funds, Investment Advisory, Investment Strategies, Series 7, 401k, Defined Contribution, Retirement Planning, Capital Markets, Private Equity, Financial Modeling, Due Diligence, Mutual Funds, Equity Research, Bloomberg, Investment Management, Hedge Funds, Finance, Financial Risk, Equities, Hedging, Financial Advisory, Derivatives, Alternative Investments, Wealth Management, Financial Markets, Insurance
Education
Iona College
M.B.A., Finance
Mercy College
B.S., Accounting, Cum Laude
Wellington Management March 2004 - Present
USAA Inv March 2000 - February 2004
Conning Asset Management December 1998 - March 2000
Boatmen's Capital Management August 1995 - December 1998
A. G. Edwards & Sons 1993 - 1995
Skills
Fixed Income, Equity Research, Portfolio Management, Bloomberg, Asset Allocation, Investment Strategies, Equities, Bonds, Asset Managment, Valuation, Investments, Financial Modeling, Credit Analysis, Buy-side, Financial Analysis, Value Investing, Securities, Private Equity, Structured Products, Capital Markets, Structured Finance, Hedge Funds, Asset Management
Education
Washington University in St. Louis 1992 — 1995
Master of Science, Business Administration
University of Missouri-Saint Louis 1988 — 1991
Bachelor of Science, Business Administration
E-Risk Associates, LLC 2014 - Present
Deutsche Asset and Wealth Management 2010 - Present
SAC Capital 2006 - 2009
VantisLife Insurance Company 2003 - 2005
Conning Asset Management 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Hedge Funds
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
Hawaii Pacific University 1987 — 1991
BSBA, Accounting and Information Systems
NYU Poly
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
Worcester Polytechnic Institute August 2014 - Present
Indiana University-Purdue University Indianapolis August 2011 - August 2014
National Institute of Statistical Sciences July 2009 - July 2011
Conning Asset Management August 2008 - December 2008
GE edgelab May 2008 - August 2008
Skills
SAS, Statistics, Data Analysis, R, Data Mining, Research, Statistical Modeling, C++, Programming, Analysis, Microsoft Excel, Biostatistics, Bayesian statistics
Education
The University of Connecticut 2005 — 2009
Ph.D., Statistics
Conning Asset Management November 2010 - Present
DFA Capital Management, Inc. February 2005 - November 2010
Donald P. Maynes & Associates 1993 - 2002
Berkshire Hathaway 1990 - 1993
Skills
Reinsurance, Risk Management, Financial Analysis, Programming, k, Professional Liability, Insurance, Liability, Workers Compensation, Enterprise Risk..., Underwriting, C++, Financial Risk, Microsoft Excel, Solvency II, Portfolio Management, ALM, Julia (prog lang), Pascal, Perl
Education
State University of New York at Stony Brook
B.S, Physics
Girl Develop It August 2011 - Present
My Farm August 2007 - Present
Nationwide Insurance May 2006 - Present
Conning Asset Management October 2003 - May 2006
Milliman USA December 2000 - October 2003
University of Illinois Urbana-Champaign September 1997 - December 2000
Rose-Hulman Institute of Technology 1994 - 1997
Skills
Project Planning, SAA / DFA, MG-ALFA, C++, Financial Analysis, Risk Measurement, Vendor Management, MG-ALFA UDF development, VBA, SQL, ALM, Financial Modeling, Asset Management, Visual Studio, Excel, Mathematical Modeling, Risk Mitigation, Risk Management, Stochastic Processes, Reporting Design, MS Office Automation, HTML + CSS, JavaScript, jQuery, Responsive Design
Education
University of Illinois at Urbana-Champaign 1997 — 2000
MS, Physics
Rose-Hulman Institute of Technology 1993 — 1997
BS, Physics, Mathematics
Mineral Ridge High School 1989 — 1993
Conning Asset Management December 2002 - Present
Citigroup Investments June 2000 - December 2002
Skills
Portfolio Management, Fixed Income, Bloomberg, Trading, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Bonds, Capital Markets, Insurance, Strategy, MBS, Investment Strategies, Investment Management, Equities, Asset Allocation, Alternative Investments, Securities, Asset Management, Hedge Funds, High Yield
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA)
South Windsor High School 1990 — 1994
TIAA-CREF January 2012 - Present
Conning Asset Management April 2011 - January 2012
Putnam Investments August 2006 - September 2010
Loomis, Sayles & Company, LLC September 2005 - August 2006
Babson Capital Management, LLC May 2004 - August 2005
Putnam Investments September 2001 - May 2004
Putnam Investments December 1999 - September 2001
Education
Stonehill College 1995 — 1999
BS, Marketing
CLS Group. March 2012 - Present
eSecLending June 2006 - November 2011
Conning Asset Management September 1992 - March 2003
Skills
Portfolio Management, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Excel, Asset Management, Investments, Credit Analysis, Credit Risk, Financial Services, Equities, Credit, Capital Markets, Banking
Education
Boston University Questrom School of Business 2006 — 2007
MSIM, Investment Management
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Conning Asset Management 2006 - Present
Advest, Inc. 2005 - 2006
BearingPoint 2004 - 2005
IBM Business Consulting Services 1997 - 2004
CIGNA 1994 - 1997
The Hartford Insurance Group 1989 - 1992
Skills
Management Consulting, Strategic Planning, Competitive Analysis, Insurance, Forecasting, Strategic Financial..., Finance, Financial Services, Management, Financial Modeling, Business Strategy, Budgets, Process Improvement, Business Analysis, Research, Fixed Income, Asset Allocation, Investments, Bonds, Financial Forecasting, Insurance Domain, Financial Analysis, Financial Planning, Budgeting, Economics, Writing, Statistical Data..., Analytics, Budget Forecasts, Coaching, Statistics, Statistical Tools, Bayesian statistics, Statistical Modeling, Business Analytics, Predictive Analytics, Portfolio Management, Strategy, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
M.B.A., Corporate Accounting and Finance
Colgate University
Bachelor of Arts
Motivation Technologies November 2001 - Present
Clickgarden Inc. February 2000 - November 2001
Navisys 1999 - 2000
Conning Asset Management 1998 - 1999
Clark Refining & Marketing 1996 - 1998
Skills
XML, ASP.NET, CSS, HTML, C#, Web Services, AJAX, VB.NET, .NET, JavaScript, Software Development, SharePoint, jQuery, Visual Studio
Education
1999 — 2005
American International Group June 2011 - Present
Commonwealth Annuity and Life Insurance Co., a Goldman Sachs Company August 2009 - June 2011
American International Group 2006 - August 2009
Goldman Sachs Asset Management July 2005 - August 2006
Conning Asset Management September 1996 - July 2005
Citigroup Insurance formally Travelers Insurance Group 1991 - 1996
Skills
Asset Management, Accounting, General Ledger, GAAP, Internal Controls, Financial Analysis, Tax, Mutual Funds, Bloomberg, Securities, Portfolio Management, Derivatives, Financial Risk, Account Reconciliation, Reinsurance, Financial Modeling, US GAAP, Fixed Income, Investments, Equities, Analysis, Statutory Accounting, Investment Strategies, Financial Statements, Insurance, Capital Markets, Risk Management
Education
University of Connecticut 1996 — 2001
MBA, Finance
Central Connecticut State University 1987 — 1991
BS, Accounting
Conning Asset Management March 2005 - Present
Citigroup Global Investments October 1999 - March 2005
Aeltus 1999 - 1999
Education
University of Connecticut 1995 — 1999
Conning Asset Management November 2003 - Present
TD Banknorth November 2002 - October 2003
The Bank of New York March 2000 - April 2002
BankBoston May 1999 - May 2000
Nationwide Insurance September 1993 - July 1997
Skills
Capital Structure, Financial Modeling, Finance, Risk Analysis, Security Analysis, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Leadership, Investments, Credit Analysis, Business Strategy, Risk Management, Portfolio Management, Analysis, Asset Allocation, Due Diligence, Structured Finance, Credit, Bonds, High Yield, Asset Management, Investment Banking, Credit Risk, Alternative Investments, Bloomberg, Hedge Funds, Corporate Finance, Valuation, Investment Management, Securities, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
M.B.A.
Helsinki University of Technology 1998 — 1998
Certificate
Boston College 1988 — 1993
B.A.
Eagle Investment Systems April 2014 - Present
Eagle Investment Systems July 2011 - April 2014
SSgA April 2008 - June 2011
State Street February 2007 - April 2008
Conning Asset Management September 2004 - February 2007
Education
Boston University Questrom School of Business 2007 — 2010
MBA
Purdue University - Krannert School of Management 2000 — 2004
Boston University
Masters, Business Administration
Purdue UniversityWest
Bachelor of Science, Management
Conning Asset Management February 1997 - Present
Skills
Alternative Investments, Fixed Income, Bloomberg, Insurance, Asset Allocation, Asset Management, Bonds
Education
Bryant University 1989 — 1993
Aetna September 2014 - Present
Aetna September 2012 - September 2014
Yankee Candle Company June 2011 - September 2012
Redco Foods Inc. May 2009 - June 2011
The Hartford November 2006 - May 2009
Hasbro 2004 - 2006
unilever 2001 - 2004
Procter & Gamble May 2000 - August 2000
Conning Asset Management 1997 - 1998
Hartford Steam Boiler 1994 - 1997
Skills
Wholesale, P&L Responsibility, Event Planning, Sports Marketing, Digital Strategy, Customer Insight, Brand Architecture, Segmentation, Consumer Products, Brand Management, Advertising, B2B, Brand Development, Brand Equity, Cross-functional Team..., Integrated Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Marketing, P, Product Marketing
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Marketing & Strategy
Trinity College-Hartford 1989 — 1993
BA, Economics
Reinsurance Group of America, Incorporated December 2013 - Present
Reinsurance Group of America November 2011 - December 2013
Wells Fargo August 2010 - November 2011
First National Bank of Omaha October 2007 - August 2010
KeyBank Real Estate Capital January 2004 - May 2007
Conning Asset Management March 2000 - January 2004
Conning Asset Management May 1997 - March 2000
Skills
Loans, Real Estate, Credit, Banking, Underwriting, Finance, Mortgage Lending, Retail, Customer Service, Investments, Loan Origination, Portfolio Management, Asset Management, Management
Education
Truman State University 1993 — 1997
Bachelor of Arts (B.A.), English
St. Louis University High School 1989 — 1993
University of Missouri-Saint Louis
Large Financial Services Company July 2012 - Present
Morgan Stanley Smith Barney July 2010 - 2011
NASDAQ Stock Market 2005 - 2007
Cova Financial Services 1998 - 2001
Conning Asset Management 1995 - 1998
General American Life Insurance Company 1987 - 1995
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Finance
Bridgewater Associates December 2013 - Present
Conning Asset Management May 2011 - October 2013
CIGNA March 2006 - April 2011
IBM September 2001 - July 2005
IBM January 1998 - September 2001
IBM April 1996 - January 1998
IBM November 1991 - April 1996
IBM August 1989 - November 1991
Skills
Security, CISSP, Governance, CISA, Strategy, Infrastructure, IT Strategy, Vendor Management, Disaster Recovery, SDLC, IT Management, Business Analysis, Program Management, Process Improvement, Business Continuity, Project Management, Risk Management, Policy, Information Security, PMP, Enterprise Architecture, ITIL, Business Process..., Cloud Computing, Management, Cross-functional Team..., Project Portfolio...
Education
University of Notre Dame 1985 — 1989
BBA, Management/Information Systems
Darien High School 1982 — 1985
Central Connecticut State University August 2011 - Present
Central Connecticut State University June 1999 - August 2011
Conning Asset Management August 1992 - May 1999
Aetna July 1987 - August 1992
Skills
Technical Support, Project Management, Management, Computer Hardware, Disaster Recovery, Leadership, Higher Education, Training, Help Desk Support, Information Technology, Project Planning, Customer Service, System Administration, IT Operations, WAN, Networking, Windows 7, Security, Research, Troubleshooting, Digital Media, Educational Technology, Instructional Technology, Learning Management..., University Teaching, ITIL Process, Instructional Design
Education
Central Connecticut State University 1999 — 2007
Masters, Organizational Communication
Smith College 1985 — 1987
Bachelor of Arts (B.A.), Economics
PineBridge Investments January 2014 - Present
Conning Asset Management May 2009 - December 2011
Wellington Management September 2004 - December 2008
Goldman Sachs 1985 - 2004
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
St. Lawrence University
BA
Virtus Investment Partners November 2011 - Present
Conning Asset Management July 2004 - February 2011
Citigroup July 2000 - July 2004
Travelers Life & Annuity July 1998 - July 2000
Skills
Fixed Income, Portfolio Management, Series 7, Asset Managment, Securities, Asset Allocation, Bloomberg, Trading, Investments, Bonds, Equities, Alternative Investments, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Mutual Funds, Risk Management, Capital Markets, High Yield, Asset Management, Corporate Finance, Fixed Annuities, Credit Analysis, Finance, Derivatives, Investment Management, Pensions, FINRA, Investment Advisory, ALM, Series 63, FX Options, Financial Analysis, VBA, Due Diligence, Strategic Financial..., Retirement, Market Risk, Retirement Planning, Hedging, Credit, Structured Products, Financial Risk, Private Equity, Financial Markets, MBS, Credit Risk, Insurance, Financial Services
Education
University of Hartford 1994 — 1998
BS, Actuarial Science
Bishop Hendricken High School 1990 — 1994
Virtus Investment Partners January 2013 - Present
Sikorsky Aircraft October 2012 - December 2012
Fiserv, CheckFreePay July 2011 - December 2011
Conning Asset Management February 2008 - February 2011
CIGNA January 2003 - February 2008
Skills
Risk Management, Quality Assurance, Business Analysis, Software Documentation, Finance, Access, Management Consulting, QA, Software Project..., Database Design, Asset Managment, Project Management, Visio, Team Leadership, Entity Framework, Open XML, Microsoft SQL Server, SOA, WCF Services, SharePoint, ASP.NET, VB.NET, Vendor Management, SDLC, Asset Management
Education
School of Planning and Architecture 1979 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Conning Asset Management November 2010 - Present
DFA Capital Management 1999 - November 2010
Zurich Financial Services 1998 - 1999
Price Waterhouse 1994 - 1998
Skills
Financial Modeling, Fixed Income
Education
Carnegie Mellon University 1993 — 1994
M.S., Statistics
Carnegie Mellon University 1989 — 1993
B.S, Applied Mathematics
Pershing LLC July 2008 - Present
CNA Financial Corp December 2004 - June 2008
First Albany Capital December 2002 - November 2004
Conning Asset Management August 1999 - December 2002
Noddings & Associates January 1990 - August 1999
Unified Management Corporation January 1985 - December 1989
Skills
Series 63, Series 24, Series 7, Securities, Hedge Funds, Investments, Options, Portfolio Management, Asset Management, Bonds, FINRA, Investment Strategies, Swaps, Settlement, Management, Financial Services, Mutual Funds, Fixed Income, Equities, Trading, Stocks, Wealth Management, Derivatives
Education
Purdue University - Krannert School of Management 1979 — 1983
B.S. General Management, Finance
Wells Capital Management November 2014 - Present
Wells Capital Management June 2013 - October 2014
Wells Capital Management May 2011 - June 2013
Conning Asset Management July 2008 - May 2011
Skills
Fixed Income
Education
Bryant University 2004 — 2008
Conning Asset Management May 2003 - Present
Webster Bank 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Bank of America (formerly Fleet Financial) 1996 - 1998
Skills
Investment Strategies, Investment Management, Portfolio Management, Credit, Investments, Bloomberg, Bonds, Commercial Real Estate, Insurance, Credit Analysis, Finance, Capital Markets, ALM, Fixed Income, Structured Products, Asset Management
Education
Gordon College 1992 — 1996
Economics and Business Administration
Summit Strategies Group September 2000 - Present
Conning Asset Management September 1997 - September 2000
Skills
Asset Allocation
Education
Southern Illinois University, Edwardsville 1996 — 1997
MSA, Accounting
Southern Illinois University, Edwardsville 1994 — 1996
BS, Finance
Self Employed, Real Estate June 2008 - Present
Intervest Mortgage April 2006 - June 2008
KeyBank Real Estate Capital 2002 - 2006
Conning Asset Management 1995 - 2002
Bridwell & Co Appraisals 1992 - 1995
General American Life Insurance Co 1986 - 1992
Education
University of Colorado Denver 1989 — 1991
MBA, Business, Finance
University of Colorado Boulder 1981 — 1985
BA, Economics
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Goldman Sachs Asset Management March 2008 - Present
ACA Capital April 2006 - March 2008
Wachovia Securities April 2004 - March 2006
Wachovia 2004 - 2006
Conning Asset Management November 2001 - January 2004
Hartford Investment Management Company (HIMCO) October 1993 - November 2001
The Travelers Companies February 1989 - October 1993
DRI/McGraw Hill 1984 - 1989
Skills
Credit, MBS, Capital Markets, CMBS, ABS, Structured Finance, Structured Products, Trading, Fixed Income, Mortgage Lending, Derivatives, Middle Office, Hedge Funds
Education
University of California, San Diego 1976 — 1982
Ph.D., Economics
California Polytechnic State University-San Luis Obispo 1971 — 1976
B.S., Economics
University of California, San Diego
C.Phil., Economics
University of California, San Diego
Master of Arts (M.A.), Economics
Santa Clara High School
Conning Asset Management January 2009 - Present
Conning Asset Management 2000 - 2009
Education
The Johns Hopkins University 1978 — 1982
Conning Asset Management September 2002 - Present
Aeltus Investment Management 1993 - 2002
Aetna Capital Management 1991 - 1993
Aetna Life & Casualty 1987 - 1991
Charles Schwab 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science, Finance
Conning Asset Management March 2014 - Present
Conning Asset Management January 2010 - Present
Conning Asset Management June 2006 - December 2009
Conning Asset Management August 1998 - May 2006
Skills
Investments, Bloomberg
Education
The George Washington University
BA, Elliot School of Int'l Affairs
BNY Mellon September 2013 - Present
ING Investment Management April 2009 - September 2013
Eagle Investment Systems July 2000 - April 2009
Conning Asset Management May 1995 - July 2000
Zurich Reinsurance Centre June 1992 - May 1995
Skills
Investment Accounting, Eagle Star, Statutory Reporting, Eagle Pace, Investment Operations, Derivatives, Options, FX, Swaps, Fixed Income, Equities, Investments, Back Office, Hedge Funds, Fund Of Funds, Trading Systems, Performance Measurement, Asset Management, Software Implementation, Business Analysis, Securities, Financial Services, Investment Management, Portfolio Management, Trading, Account Reconciliation, Bloomberg, Corporate Actions, Fund Accounting, Mutual Funds, Middle Office, Accounting
Education
University of Hartford
Master of Science, Accounting
The University of Connecticut
Bachelor of Arts, Economics
Retired and enjoying time to pursue personal interests and family July 2012 - Present
Conning Asset Management December 2007 - July 2012
Interactive Data Corp October 2002 - December 2007
American Capital Access September 1997 - 2001
MBIA Insurance Corp. 1984 - 1997
MBIA 1983 - 1997
Skills
Hedge Funds, Bonds, Fixed Income, High Yield, Financial Services, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Securities, Structured Finance, Equities, Derivatives
Education
City University of New York-Baruch College
MBA, Finance & Investments
Capital One Public Funding LLC October 2014 - Present
Town of Litchfield November 2009 - Present
Conning Asset Management July 2011 - October 2014
Union Savings Bank - CT April 2010 - June 2011
Savader Asset Advisors, LLC July 2008 - April 2010
Citi February 2007 - July 2008
Citi April 2005 - January 2007
Ambac September 1993 - February 2005
MBIA 1989 - 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Conning Asset Management September 2006 - Present
Conning Asset Management November 1999 - September 2006
Skills
Investment Management, Bloomberg, Financial Services, Mutual Funds, Investment Advisory, Financial Risk, Finance, Financial Modeling
Education
Rensselaer Polytechnic Institute at Hartford 2006 — 2009
Masters of Science, Finance
Babson Capital Management May 2006 - Present
Conning Asset Management 2002 - 2006
Bond Technologies 1997 - 2002
Skills
ABS, CDO, Student Loans, Structured Finance, Fixed Income, Securitization, VBA, Bloomberg, Structured Products, Intex, Alternative Investments, Capital Markets, Investment Management, Financial Modeling, Investments, Valuation, Financial Markets, Asset Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, Accounting
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
SS&C Technologies November 2014 - Present
SS&C 2007 - Present
Marshall Swift & Boeckh 2006 - 2007
CheckFree June 2002 - June 2005
QED Information Systems May 1999 - May 2002
Conning Asset Management 1998 - 1999
State Street 1997 - 1998
Princeton Financial Systems June 1992 - August 1996
ITT Lyndon Insurance Group June 1986 - June 1992
Laclede Gas Company 1984 - 1986
Skills
Insurance, Accounting, Investments, Financial Services, Strategic Planning, Business Analysis, Solvency II - Lloyds..., CRM, Management, Finance, Asset Management, Risk Management, Business Development, Hedge Funds, Process Improvement, Financial Analysis, Product Management
Education
University of Missouri-Columbia, College of Business 1983 — 1984
MBA, Finance
University of Missouri-Columbia 1979 — 1984
BSBA/MBA, Marketing/Finance and Accounting
NLP Investments, Inc. December 1998 - Present
Conning Asset Management August 1997 - April 2001
Roosevelt Bank, St. Louis, MO September 1996 - August 1997
Education
Southern Illinois University, Carbondale 1987 — 1993
BS, Accounting
MarketStance March 2001 - Present
Saint Joseph's College of Maine September 2001 - December 2006
Conning Asset Management December 1994 - July 2001
Trinity College - Hartford September 1976 - May 1996
Aetna Life & Casualty September 1979 - December 1994
Education
University of Connecticut 1972 — 1975
MA, Ph.D., Economics
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Conning Asset Management January 2010 - Present
Hartford Investment Management January 2008 - January 2010
Hartford Investment Management 2003 - 2007
Hartford Life 2000 - 2002
The Hartford 1998 - 2000
People's Insurance Company (Group) of China 1993 - 1996
Skills
Risk Management, Fixed Income, Bilingual-Chinese, Leadership, Investments, Due Diligence, Portfolio Management, Financial Modeling, Financial Analysis, Financial Risk, Asset Allocation, Derivatives, Mutual Funds, Asset Management, Finance, Investment Strategies, Capital Markets, Bloomberg
Education
University of Arizona, Eller College of Management 1996 — 1998
MBA, Finance/MIS
Beijing Foreign Studies University 1989 — 1993
BA, English/Economics
Conning Asset Management 2005 - Present
ING Investment Management 2003 - 2005
Citigroup 1997 - 2003
Skills
Fixed Income, Alternative Investments, Bloomberg, MBS, Portfolio Management, Financial Modeling, ABS, Asset Managment, Credit, Trading Systems, Bonds, Asset Management, Asset Allocation, Investments, Securities
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
University of Connecticut
Hartford Investment Management February 2014 - Present
Hartford Investment Management March 2012 - January 2014
Conning Asset Management January 2005 - March 2012
ING December 2000 - January 2005
General Re - New England Asset Management 1997 - 2000
Skills
Asset Allocation, Fixed Income, Asset Management, Portfolio Management, Investments, Securities, Bonds, Hedge Funds, Alternative Investments, Equities, Derivatives, Bloomberg, Mutual Funds, Capital Markets, Investment Strategies
Education
University of Connecticut 1990 — 1994
BA, Geography
Nestle July 2010 - Present
CEPM - Staples January 2008 - July 2010
GMAC Insurance 2003 - 2008
Conning Asset Management 2001 - 2003
Education
Southern Illinois University, Edwardsville
B.S., Business Administration, Management Information Systems
American Coastal Properties, LLC August 2012 - Present
Fast Realty Group January 2009 - August 2012
Morgan Stanley Mortgage Capital January 2005 - December 2008
KeyBank Real Estate Capital 2002 - 2004
Conning Asset Management 1997 - 2002
Education
San Diego State University-California State University 1981 — 1985
BS, Finance
Wells Fargo Bank January 2005 - Present
Conning Asset Management 1998 - 2000
Skills
Investments, Loans
Education
University of Colorado Boulder - Leeds School of Business 1971 — 1977
Finance, Real Estate Finance
Conning Asset Management March 2001 - Present
Travelers Life and Annuity 1980 - 2001
Skills
Asset Allocation, ALM, Actuarial Science, Pensions, Fixed Income, Economic Capital, Investments, Asset Management, Risk Management, Investment Strategies, Financial Modeling, Financial Risk, Portfolio Management
Education
The University of Connecticut 1977 — 1981
Bachelors of Science with honors, Actuarial Science
A10 Capital 2010 - Present
Prudential Mortgage Capital Company 2005 - 2009
KeyBank Real Estate Capital 2002 - 2005
Conning Asset Management 1997 - 2002
Parkcenter Realty Advisors 1984 - 1997
Skills
Commercial Mortgages, Commercial Real Estate, Loans, Mortgage Lending, Real Estate, Investment Properties, Finance, Disposition, Property, Real Estate Economics, Asset Management, Due Diligence, Leases, Brokerage
Education
California State University, Fresno 1981 — 1984
BS, Business
Trust Company of the West December 2014 - Present
Babson Capital Management June 2012 - May 2014
Conning Asset Management August 2008 - July 2012
Trust Company of the West April 1992 - February 2008
Axel Johnson Inc. September 1987 - April 1992
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance
Rensselaer Polytechnic Institute 1982 — 1985
BS, Mechancial Engineering
Conning Asset Management Manager, Investment Accounting and ReportingThe Phoenix CompaniesOctober 1991 - October 2001
Education
University of Hartford
Bachelors, Business Management
Tamal Vista Holdings January 2010 - Present
Medical Open Network Systems, LLC December 2011 - Present
Cornish and Carey Capital May 2005 - January 2010
Michael O'Connor & Co. 2000 - 2005
Conning Asset Management 1996 - 2000
Mexico City Business Journal 1995 - 1996
Skills
Real Estate, Investments, Venture Capital, Due Diligence, Joint Ventures, Asset Managment, Private Equity, Debt, Structured Finance, Capital Markets, Commercial Real Estate, Real Estate Investment, Asset Management, Dispositions, Financial Analysis, Negotiation, Contract Negotiation, Financial Modeling, Start-up Ventures, Investment Properties, Acquisitions, Real Estate Economics, Finance, Real Estate Development, Mergers & Acquisitions, Financial Structuring, Loans
Education
Monmouth College 1991 — 1995
BS, Political Economy and Commerce
United States Post Office June 2014 - Present
Conning Asset Management July 1996 - February 2011
SS&C Technologies February 1995 - August 1996
Quodata August 1995 - July 1996
Travelers Insurance Company 1973 - 1993
Skills
Bloomberg
Education
Central Connecticut State University
Bachelors, Accounting
Conning Asset Management August 2001 - Present
Swiss Reinsurance Company 1999 - 2001
Skills
Management, Fixed Income, Asset Management, Asset Allocation, ALM, Capital Management, Financial Advisory, Investments, Bonds, Hedge Funds, Alternative Investments, Investment Management, Portfolio Management
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Independent June 2011 - Present
ING Investment Management September 2003 - June 2011
Conning Asset Management August 1999 - June 2002
Phoenix Investment Partners May 1996 - July 1999
Skills
Mutual Funds, Portfolio Management, Analysis, Investments, Asset Allocation
Education
University Of Bombay 1976 — 1977
Diploma in Computer Sciences, Computer Science
University Of Bombay 1966 — 1970
Bachelor of Science (BS), Chemistry and Physics
Inland Mortgage Capital, LLC September 2014 - Present
Dearborn Capital Partners October 2013 - August 2014
C-III Asset Management LLC 2009 - 2013
Value Realty & Investment, Inc. 2008 - 2009
JPMorgan Capital Corporation 2005 - 2008
KeyBank Real Estate Capital 2002 - 2005
KeyBank Real Estate Capital and Predecessors 1995 - 2005
Conning Asset Management 1997 - 2002
General American Life Insurance Company 1995 - 1997
Prudential Realty Group 1992 - 1995
Skills
Commercial Real Estate, Investments, Asset Management, Loans, Portfolio Management, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Commercial Mortgages, Loan Origination, CMBS, Due Diligence, Underwriting, Brokerage
Education
University of St. Francis 1989 — 1991
Bachelor's in Finance, Finance
Northern Illinois University
Reinsurance Group of America October 2011 - Present
Associated Bank, N.A. 2006 - November 2011
Coldwell Banker & Principal of ITG RE Investments, Inc. 2004 - 2009
KeyBank Real Estate Capital 1993 - 2004
Bridwell and Company 1989 - 1993
Conning Asset Management 1984 - 1989
Skills
Investments, Asset Managment, Valuation, Customer Service, Asset Management, Real Estate, Loans, Banking, Underwriting, Portfolio Management, Negotiation, Construction Loans, Brokerage, Commercial Real Estate, Mortgage Lending, Loan Origination, Real Estate Transactions, Credit, Residential Homes, Commercial Mortgages, Disposition
Education
University of Colorado Denver 1986 — 1988
MBA, Finance
University of Denver 1979 — 1983
BSBA, Real Estate Construction Management
Kubota Manufacturing / Kubota Industrial Equipment January 1999 - Present
Lubec Rental 2007 - 2011
Charles Lewis CPA & Associates December 1995 - December 1999
Down East Federal Credit Union July 1991 - December 1995
Conning Asset Management May 1986 - June 1991
Travelers Insurance September 1983 - May 1986
Arthur Andersen & Co June 1980 - September 1983
Skills
GAAP, Manufacturing, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting
Education
Bob Jones University 1976 — 1980
BS, Accounting, Computer Science
insuranceassetmanager.com August 2010 - August 2011
Conning Asset Management May 1992 - June 2010
Education
Rensselaer Polytechnic Institute
MBA
Simmons College
BS, Chemistry
University of California, Irvine
MS, Chemistry
Federated Investors September 2014 - Present
Miles Capital, Inc. 2012 - July 2014
Conning Asset Management 2005 - 2012
Aeltus Investment Management 1991 - 2004
Aetna 1981 - 1991
Skills
Institutional Sales, Equities, Fixed Income, Asset Allocation, Series 7, Series 63, Risk Management, Equity Research, Emerging Markets, Hedge Funds, Insurance, Investment Management, Capital Markets, Investments, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Bonds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
BS Ecomonics, Finance. Life Ins.
The University of Connecticut
MBA, Finance
U.S. Central 2003 - Present
U.S. Central 2003 - 2009
US Central Federal Credit Union 2003 - 2009
U.S. Central Federal Credit Union 2003 - 2009
Gold Banc Corp 2001 - 2003
Conning Asset Management 1999 - 2000
Mercantile Bank 1989 - 2000
Education
University of Missouri-Kansas City 1989 — 1994
MBA, Finance
Missouri Western State University 1984 — 1989
BSBA, Econ & Accounting
Bishop LeBlond High School 1980 — 1984
Diploma, General
Ernst & Young January 2013 - Present
Conning Asset Management September 2011 - January 2013
Nationwide Insurance June 2010 - September 2011
Aviva Investors December 2008 - May 2010
Towers Perrin June 2008 - August 2008
Skills
VBA, ALM, Access, Bloomberg, Asset Allocation, Microsoft Excel, Asset Modeling, BondEdge, Fixed Income, Risk Management, Investments, Financial Modeling, Financial Statement..., Java, Data Mining, Actuarial Science, Valuation, Actuarial Exams, Financial Risk, Actuaries
Education
Drake University 2006 — 2010
B.S B.A
Homewood School and Sixth Form
High School
Parsons School of Design
Certificate
Conning Asset Management May 2008 - Present
CIGNA November 2005 - May 2008
Citigroup May 1999 - November 2005
Barra August 1994 - April 1999
Skills
Fixed Income, Bonds, Structured Products, Derivatives, Trading, Hedging, Bloomberg, MBS, Yieldbook, Trepp, Intex, Capital Markets, Asset Managment, Hedge Funds, Quantitative Analytics, Portfolio Management, Securities, Equities, Risk Management, Strategic Financial..., Electronic Trading, Finance, Mutual Funds, Investments, Investment Management, Wealth Management, Financial Modeling, Structured Finance, Quantitative Finance, Options, Financial Markets, Trading Systems, Investment Advisory, Investment Strategies, Financial Structuring, Asset Allocation, Credit Analysis, Rates, Credit Derivatives, Valuation, Financial Risk
Education
Cedarville University 1990 — 1994
BA, BA - Finance; BA - International Econ
Conning Asset Management July 2005 - Present
Travelers Life & Annuity July 1995 - June 2005
Skills
Financial Analysis
Education
Eastern Connecticut State University 1990 — 1994
South Catholic High School 1986 — 1990
ESPN January 2014 - April 2015
Tomasetti, Kulas & Company, CPA's June 2010 - May 2013
Welch & Associates LLC-Consulted through Robert Half February 2009 - April 2010
Reynolds & Rowella LLP September 2007 - June 2008
Conning Asset Management October 1998 - September 2007
Skills
Auditing, Financial Reporting, Income Tax, Corporate Tax, Tax Returns, Accounting, Audit, GAAP, Tax, Financial Planning
Education
University of Hartford 1999 — 2001
Master of Science of Professional Accounting
Protiviti January 2015 - Present
Protiviti September 2012 - December 2014
Huntington Wine and Spirits February 2008 - July 2012
Akamai Technologies July 2011 - May 2012
Investablish July 2010 - December 2010
The Boston Consulting Group July 2009 - December 2009
Conning Asset Management May 2008 - August 2008
The Avon Old Farms Hotel February 2007 - January 2008
Skills
Computer Hardware, Visio, Network Security, Active Directory, Unix, Access, Information Security, VMware, System Administration, Network Engineering, PCI DSS, HIPAA, Disaster Recovery, Network Monitoring, Physical Security, Ubuntu, Internal Audit, IT Audit
Education
Northeastern University 2007 — 2012
BS, Management Information Systems
Avon High School 2003 — 2007
HS Diploma, General Study
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Conning Asset Management September 1999 - Present
Knights of Columbus May 1997 - September 1999
Skills
Equities, Portfolio Management, Investments, Insurance, Fixed Income
Education
The University of Connecticut School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance
University of Hartford
MBA, Concentration in Finance
Conning Asset Management February 2012 - Present
Conning Asset Management May 2007 - February 2012
Hartford Investment Management Company 2003 - 2007
MetLife Investments 2001 - 2003
Brown Brothers Harriman 1996 - 2001
Bigham Englar Jones & Houston 1991 - 1996
Skills
Fixed Income, Private Placements, Corporate Bonds, Corporates, Asset Management, Bloomberg, Portfolio Management, Asset Managment, MBS, Equities, Structured Finance, Investment Management, Capital Markets, Risk Management, Alternative Investments, Hedge Funds, Trading, Bonds, High Yield, Asset Allocation, Financial Modeling, Investments
Education
Achimota Secondary School
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
CRIG PRIMARY
University of Ghana
BA, Economics
Genworth September 2014 - Present
Conning Asset Management November 2004 - September 2014
TSR ENTERPRISES, LLC October 2003 - November 2006
Conning Asset Management November 1996 - October 2003
The Hartford August 1995 - October 1996
The Hartford June 1994 - July 1995
The Hartford September 1993 - May 1994
Skills
Fixed Income, Trading, Portfolio Management, Entrepreneur, Investments, Bonds, Asset Management, Team Building, Bloomberg, Customer Relations, Covered Bonds
Education
Babson College 1989 — 1993
Bachelor of Science, Finance with concentration in Economics and Quantitative Methods
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Conning Asset Management May 1992 - Present
Skills
Capital Markets, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Investment Advisory, ALM, Insurance, Financial Modeling, Marketing, Business Development, Account Management, Manage Client..., Customer Service, Strategic Planning, Hedge Funds, Investments, Investment Management, Asset Management
Education
Babson College 1981 — 1985
Bachelor of Science (BS), Finance & Investments
Conning Asset Management Vice PresidentCapital Markets GroupNovember 1981 - December 1995
Education
Trinity College-Hartford 1991 — 1994
MA Econ, Economics, Econometrics
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group January 2013 - December 2014
The Hartford August 2011 - December 2012
Foxhall Capital Management February 2010 - August 2011
Conning Asset Management September 2004 - July 2009
Education
The University of Connecticut 2000 — 2004
Finance
Conning Asset Management April 2004 - Present
Education
University of Hartford 1997 — 2001
MBA, Finance
Central Connecticut State University 1986 — 1990
BS, Accounting
Conning Asset Management May 1992 - Present
Bank of America December 1978 - March 1992
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, ALM, Capital Markets, Risk Management, Financial Modeling, Valuation, Securities, Asset Managment, Derivatives, Bonds, Fixed Income, Investments, Investment Management
Education
Middlesex Community College 1978 — 1982
No Degree Established, Accounting and Business/Management
Woodrow Wilson High School 1974 — 1978
High School
Prime Advisors, Inc. April 2012 - Present
Power Barn, LLC April 2007 - November 2010
Conning Asset Management September 1996 - June 2006
Northeast Savings 1989 - 1996
Skills
Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Asset Managment, Investments, Strategic Planning, Hedge Funds, Bonds, Financial Modeling, Investment Strategies, Fixed Income, Investment Management
Education
Western New England University 1978 — 2003
BA, Psychology
University of Bridgeport 1994 — 1997
MBA, Finance
Lynch Toyota April 2012 - Present
Conning Asset Management May 2011 - August 2011
Conning Asset Management May 2010 - May 2011
Briarwood College March 2009 - May 2010
Briarwood College March 2009 - May 2010
Education
Central Connecticut State University 2010 — 2012
B.S., Accounting
Central Connecticut State University 2010 — 2011
Accounting
Briarwood College 2008 — 2010
A.A.S, Accounting
Prime Advisors, Inc. December 2011 - Present
Prime Advisors, Inc. 2011 - Present
Prime Advisors 2009 - Present
Conning Asset Management 1990 - 2001
Skills
Investments, Insurance, Financial Reporting, Hedge Funds, Asset Management, Asset Allocation, Financial Markets, Capital Markets, Portfolio Management, Financial Modeling, Investment Strategies, Alternative Investments, Bonds, Mutual Funds, Equities, Investment Management, Bloomberg
Education
Princeton University 1980 — 1984
BA, Economics
Princeton University 1980 — 1984
Economics, Business and Economics
Princeton University 1980 — 1984
Economics
Conning Asset Management September 1999 - Present
Aetna Life & Casualty January 1990 - July 1999
Skills
Investments, Fixed Income
Education
Fairfield University 1972 — 1976
B.S., Finance
Conning Asset Management November 2011 - Present
Goodwin Capital Adviser's - Phoenix Companies February 2011 - November 2011
Goodwin Capital Adviser's - Phoenix Companies February 2006 - January 2011
Phoenix Investment Partners February 2003 - January 2006
Phoenix Investment Partners February 2001 - January 2003
Phoenix Investment Partners September 1999 - January 2001
Phoenix Investment Partners September 1997 - September 1999
Phoenix Investment Partners March 1995 - September 1997
Skills
Credit, CMBS, Portfolio Management
Education
Western New England University 1991 — 1994
M.S., Finance
University of New Hampshire 1983 — 1987
B.S., Business Administration
Conning Asset Management June 2011 - August 2011
Maffe Financial Group May 2011 - May 2011
Skills
MS Excel, MS Powerpoint, MS Word, Economics, Research, Microsoft Office
Education
McGill University 2008 — 2012
BA, Economics
Cornerstone Real Estate Advisers 2012 - Present
Conning Asset Management 1997 - February 2012
Education
Eastern Connecticut State University 1988 — 1992
Bachelor of Arts, English
None April 2009 - Present
Wachovia Securities Financial Network 2007 - 2010
Conning Asset Management January 2002 - September 2009
Education
Saint Louis Community College-Meramec 1965 — 1967
Associate of Arts (AA), Consumer Merchandising/Retailing Management
Bayless High School 1962 — 1965
High School Diploma
Bayless Elementary 1954 — 1965
Conning Asset Management 1997 - 2003
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance, General, 3.2
The Hartford May 2013 - Present
Conning Asset Management January 1996 - May 2013
Travelers Insurance/ Citigroup 1989 - 2005
Education
The University of Connecticut School of Business
Master of Business Administration (MBA), Finance, General