Declaration Management & Research
Industry: Company
DescriptionFounded: 1989 Parent organization: Manulife Asset Management Subsidiary: Declaration Management & Research, Real Estate Arm
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Declaration Management & Research Employees
Employee
Years
Job
Industry
Christopher Pegram Christopher Pegram's Declaration Management & Research Experience November 2007 - April 2008
Job Senior Financial Analyst International Finance at Discovery Communications
Industry Law Practice
Experience
Discovery Communications August 2015 - Present
Enfocus Consulting Group LLC August 2014 - August 2015
Hausfeld LLP October 2011 - August 2014
Fannie Mae August 2009 - October 2011
Fannie Mae June 2009 - July 2009
Standard & Poor's - IMAKE April 2008 - June 2009
Declaration Management & Research November 2007 - April 2008
Declaration Management & Research December 2006 - November 2007
Skills
Financial Analysis, Data Analysis, Bloomberg Terminal, Market Research, Microsoft Excel, Microsoft Applications, Fixed Income, MBS, CDO, ABS, Bonds, Equities, Securities
Education
James Madison University 2003 — 2006
Bachelor of Business Administration (BBA), Finance/Economics
Discovery Communications August 2015 - Present
Enfocus Consulting Group LLC August 2014 - August 2015
Hausfeld LLP October 2011 - August 2014
Fannie Mae August 2009 - October 2011
Fannie Mae June 2009 - July 2009
Standard & Poor's - IMAKE April 2008 - June 2009
Declaration Management & Research November 2007 - April 2008
Declaration Management & Research December 2006 - November 2007
Skills
Financial Analysis, Data Analysis, Bloomberg Terminal, Market Research, Microsoft Excel, Microsoft Applications, Fixed Income, MBS, CDO, ABS, Bonds, Equities, Securities
Education
James Madison University 2003 — 2006
Bachelor of Business Administration (BBA), Finance/Economics
Eli Hassid Eli Hassid's Declaration Management & Research Experience March 2006 - June 2007
Job Investment Analyst at Lockheed Martin Investment Management Company
Industry Financial Services
Experience
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
David Gorder David Gorder's Declaration Management & Research Experience September 2007 - August 2012
Job Account Executive Capital Markets at Fannie Mae
Industry Investment Management
Experience
Fannie Mae July 2014 - Present
Monsoon Capital LLC October 2012 - July 2014
Declaration Management & Research September 2007 - August 2012
The Bank of New York Mellon July 2001 - September 2007
Skills
Structured Finance, Securitization, Hedge Funds, Investments, Asset Managment, Fixed Income, Securities, Bloomberg, Collateral Management, Bonds, Structured Products, MBS, Banking, Middle Office, Trading, CDO, CDS, Cash Management, Alternative Investments, Capital Markets, Derivatives, Valuation, Equities, Investment Management, ABS, Portfolio Management, Bloomberg Terminal, Mutual Funds, Financial Modeling, Investment Advisory, Corporate Finance, Analysis, Settlement, Asset Management, Fund Of Funds
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Fannie Mae July 2014 - Present
Monsoon Capital LLC October 2012 - July 2014
Declaration Management & Research September 2007 - August 2012
The Bank of New York Mellon July 2001 - September 2007
Skills
Structured Finance, Securitization, Hedge Funds, Investments, Asset Managment, Fixed Income, Securities, Bloomberg, Collateral Management, Bonds, Structured Products, MBS, Banking, Middle Office, Trading, CDO, CDS, Cash Management, Alternative Investments, Capital Markets, Derivatives, Valuation, Equities, Investment Management, ABS, Portfolio Management, Bloomberg Terminal, Mutual Funds, Financial Modeling, Investment Advisory, Corporate Finance, Analysis, Settlement, Asset Management, Fund Of Funds
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Daniel Hurley Daniel Hurley's Declaration Management & Research Experience October 2007 - June 2012
Job MBA Candidate Class of 2016 at Duke University, The Fuqua School of Business
Industry Financial Services
Experience
Duke University, The Fuqua School of Business August 2014 - Present
MicroStrategy August 2012 - July 2014
Declaration Management & Research October 2007 - June 2012
Skills
Strategic Financial...
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Finance, Strategy
George Mason 2003 — 2007
Bachelor of Science (BS), Finance, General
Duke University, The Fuqua School of Business August 2014 - Present
MicroStrategy August 2012 - July 2014
Declaration Management & Research October 2007 - June 2012
Skills
Strategic Financial...
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Corporate Finance, Strategy
George Mason 2003 — 2007
Bachelor of Science (BS), Finance, General
Jessica (Kurth) Spina Jessica (Kurth) Spina's Declaration Management & Research Experience January 2006 - March 2012
Job Director of Marketing at Bohler Engineering
Industry Civil Engineering
Experience
Bohler Engineering March 2015 - Present
Bohler Engineering March 2012 - March 2015
Declaration Management & Research January 2006 - March 2012
Skills
InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Bloomberg, Newsletters, Marketing Strategy, Social Media, Event Management, HTML + CSS, Marketing, HTML, Project Planning, Marketing Communications, Email Marketing, Social Media Marketing, Project Management, PowerPoint, Microsoft Excel, Land Development, Microsoft Office, Event Planning
Education
St. Cloud State University 1999 — 2004
BS, Marketing
Bohler Engineering March 2015 - Present
Bohler Engineering March 2012 - March 2015
Declaration Management & Research January 2006 - March 2012
Skills
InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Bloomberg, Newsletters, Marketing Strategy, Social Media, Event Management, HTML + CSS, Marketing, HTML, Project Planning, Marketing Communications, Email Marketing, Social Media Marketing, Project Management, PowerPoint, Microsoft Excel, Land Development, Microsoft Office, Event Planning
Education
St. Cloud State University 1999 — 2004
BS, Marketing
Jason C. Greaves Jason C. Greaves's Declaration Management & Research Experience October 2006 - August 2010
Job Civil Litigation Attorney at Dycio & Biggs
Industry Law Practice
Experience
George Mason University School of Law August 2013 - November 2013
Michael L. Davis & Associates May 2012 - August 2012
Fairfax County Circuit Court January 2012 - May 2012
Virginia Office of the Attorney General May 2011 - August 2011
Institute of International Banking Law & Practice September 2010 - May 2011
Declaration Management & Research October 2006 - August 2010
Education
George Mason University School of Law 2010 — 2013
J.D.
University of Miami 2002 — 2006
B.B.A.
George Mason University School of Law August 2013 - November 2013
Michael L. Davis & Associates May 2012 - August 2012
Fairfax County Circuit Court January 2012 - May 2012
Virginia Office of the Attorney General May 2011 - August 2011
Institute of International Banking Law & Practice September 2010 - May 2011
Declaration Management & Research October 2006 - August 2010
Education
George Mason University School of Law 2010 — 2013
J.D.
University of Miami 2002 — 2006
B.B.A.
Jason Costa Jason Costa's Declaration Management & Research Experience August 2004 - March 2007
Job Manager, The Americas Asset Management & Analysis at Marriott International
Industry Hospitality
Experience
Marriott International July 2013 - Present
Marriott International February 2012 - July 2013
XLHealth August 2011 - February 2012
Guggenheim Partners October 2010 - August 2011
A.B. Freeman School of Business July 2009 - June 2011
BNP Paribas June 2010 - August 2010
PricewaterhouseCoopers April 2007 - April 2009
Declaration Management & Research August 2004 - March 2007
Skills
Investments, Banking, Due Diligence, Fixed Income, Funding, Financial Modeling, Excel, Financial Analysis, Budgeting, PowerPoint, Bloomberg, Microsoft Excel, Budgets, Portfolio Management, Risk Management, Finance, Analysis, Investment Banking, Credit, Strategy, Asset Management, Management, Valuation, Strategic Planning, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance
Dartmouth College 2000 — 2004
BA, Economics modified with Computer Science
Marriott International July 2013 - Present
Marriott International February 2012 - July 2013
XLHealth August 2011 - February 2012
Guggenheim Partners October 2010 - August 2011
A.B. Freeman School of Business July 2009 - June 2011
BNP Paribas June 2010 - August 2010
PricewaterhouseCoopers April 2007 - April 2009
Declaration Management & Research August 2004 - March 2007
Skills
Investments, Banking, Due Diligence, Fixed Income, Funding, Financial Modeling, Excel, Financial Analysis, Budgeting, PowerPoint, Bloomberg, Microsoft Excel, Budgets, Portfolio Management, Risk Management, Finance, Analysis, Investment Banking, Credit, Strategy, Asset Management, Management, Valuation, Strategic Planning, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance
Dartmouth College 2000 — 2004
BA, Economics modified with Computer Science
Karishma Bindra's Declaration Management & Research Experience July 2001 - August 2003
Job Social Worker
Industry Mental Health Care
Experience
HCR ManorCare November 2013 - Present
Art and Drama Therapy Institute May 2013 - August 2013
ValueOptions, Inc.® April 2008 - November 2012
Virginia Hospital Center October 2006 - February 2008
Parent Infant Education September 2004 - May 2005
St. Francis House September 2003 - May 2004
Jewish Community Housing for the Elderly September 2003 - May 2004
Declaration Management & Research July 2001 - August 2003
C.A.R.E. May 2000 - August 2000
Skills
Mental Health, EAP, Treatment, Anger Management, Crisis Intervention, Social Services, Case Managment, Adults, Family Therapy, Behavioral Health, Group Therapy, Clinical Supervision, Therapists, Healthcare
Education
Boston University 2003 — 2005
Masters, Social Work
Boston University 2003 — 2005
Masters, Social Work
George Mason University 1997 — 2001
B.A, Psychology
George Mason University 1997 — 2001
Bachelor's of Arts, Psychology
HCR ManorCare November 2013 - Present
Art and Drama Therapy Institute May 2013 - August 2013
ValueOptions, Inc.® April 2008 - November 2012
Virginia Hospital Center October 2006 - February 2008
Parent Infant Education September 2004 - May 2005
St. Francis House September 2003 - May 2004
Jewish Community Housing for the Elderly September 2003 - May 2004
Declaration Management & Research July 2001 - August 2003
C.A.R.E. May 2000 - August 2000
Skills
Mental Health, EAP, Treatment, Anger Management, Crisis Intervention, Social Services, Case Managment, Adults, Family Therapy, Behavioral Health, Group Therapy, Clinical Supervision, Therapists, Healthcare
Education
Boston University 2003 — 2005
Masters, Social Work
Boston University 2003 — 2005
Masters, Social Work
George Mason University 1997 — 2001
B.A, Psychology
George Mason University 1997 — 2001
Bachelor's of Arts, Psychology
Matthew Klinger Matthew Klinger's Declaration Management & Research Experience September 2000 - August 2007
Job SVPMarket Manager, MidAtlantic/Southeast Regions at Bridge Bank
Industry Venture Capital & Private Equity
Experience
Bridge Bank August 2015 - Present
Hunting Creek Fisheries, Inc. December 2009 - Present
Potomac Investments, Inc December 2010 - July 2015
Lumetric Lighting, Inc. January 2013 - April 2015
The Dilweg Companies May 2008 - October 2008
Declaration Management & Research September 2000 - August 2007
Skills
Investments, Real Estate, Asset Management, Energy, Hedge Funds, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Asset Managment, Capital Markets, Mutual Funds, Trading, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance and Real Estate
Franklin & Marshall College 1996 — 2000
BA, Business Administration: Finance & Marketing
Bridge Bank August 2015 - Present
Hunting Creek Fisheries, Inc. December 2009 - Present
Potomac Investments, Inc December 2010 - July 2015
Lumetric Lighting, Inc. January 2013 - April 2015
The Dilweg Companies May 2008 - October 2008
Declaration Management & Research September 2000 - August 2007
Skills
Investments, Real Estate, Asset Management, Energy, Hedge Funds, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Asset Managment, Capital Markets, Mutual Funds, Trading, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance and Real Estate
Franklin & Marshall College 1996 — 2000
BA, Business Administration: Finance & Marketing
Jim Shallcross Jim Shallcross's Declaration Management & Research Experience October 1991 - March 2011
Job Senior Portfolio Manager/CIO
Industry Investment Management
Experience
Metacapital Management March 2011 - August 2015
Declaration Management & Research October 1991 - March 2011
Lehman Brothers 1987 - 1990
Skills
Fixed Income, Mutual Funds, Mortgage Lending, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Asset Management, Financial Modeling, Investments, Alternative Investments, Capital Markets, Derivatives, Bonds, Investment Management, Equities, Securities, Corporate Finance, Financial Analysis, Structured Products
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
University of Denver 1980 — 1984
BSBA, Finance, General
Metacapital Management March 2011 - August 2015
Declaration Management & Research October 1991 - March 2011
Lehman Brothers 1987 - 1990
Skills
Fixed Income, Mutual Funds, Mortgage Lending, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Asset Management, Financial Modeling, Investments, Alternative Investments, Capital Markets, Derivatives, Bonds, Investment Management, Equities, Securities, Corporate Finance, Financial Analysis, Structured Products
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
University of Denver 1980 — 1984
BSBA, Finance, General
Daniel Glenn Daniel Glenn's Declaration Management & Research Experience April 2007 - September 2009
Job Senior Analyst International Equities
Industry Investment Management
Experience
ProShares September 2009 - Present
Declaration Management & Research April 2007 - September 2009
Northwestern Mutual March 2005 - January 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Investments, Valuation, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Securities, Alternative Investments, Trading, Equities, Derivatives, Mutual Funds, Financial Analysis, ETFs, Bloomberg Terminal, Equity Derivatives, Finance, Swaps, Trading Strategies, Funding, Investment Management, ABS, Asset Allocation, Bonds, Investment Strategies, Series 63, Collateral Management, Financial Risk, Equity Research, Leadership, Management, Analysis, Microsoft Office, Risk Management, Microsoft Excel
Education
University of Maryland College Park 2010 — 2013
MBA, Finance and Entrepreneurship, 3.75 GPA
Brigham Young University 2004 — 2007
BS, Finance
ProShares September 2009 - Present
Declaration Management & Research April 2007 - September 2009
Northwestern Mutual March 2005 - January 2007
Skills
Bloomberg, Fixed Income, Financial Modeling, Investments, Valuation, Portfolio Management, Hedge Funds, Asset Managment, Capital Markets, Securities, Alternative Investments, Trading, Equities, Derivatives, Mutual Funds, Financial Analysis, ETFs, Bloomberg Terminal, Equity Derivatives, Finance, Swaps, Trading Strategies, Funding, Investment Management, ABS, Asset Allocation, Bonds, Investment Strategies, Series 63, Collateral Management, Financial Risk, Equity Research, Leadership, Management, Analysis, Microsoft Office, Risk Management, Microsoft Excel
Education
University of Maryland College Park 2010 — 2013
MBA, Finance and Entrepreneurship, 3.75 GPA
Brigham Young University 2004 — 2007
BS, Finance
Adam Klein, CFA Adam Klein, CFA's Declaration Management & Research Experience October 2008 - June 2012
Job Senior Financial Analyst, General Motors
Industry Automotive
Experience
General Motors August 2014 - Present
General Motors June 2013 - August 2013
LATAM Airlines March 2013 - May 2013
Declaration Management & Research October 2008 - June 2012
Declaration Management and Research June 2006 - October 2008
Skills
Fixed Income Asset..., Bloomberg, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Bonds, Investments, Capital Markets, Collateral Management, Securities, Structured Products, Structured Finance, Securitization, Asset Managment, MBS, Finance, Financial Analysis, Strategy, ABS, Marketing Strategy, Market Research, Analysis, Leadership, Management, Business Strategy, Data Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
University of Virginia 2002 — 2006
B.S., Finance
General Motors August 2014 - Present
General Motors June 2013 - August 2013
LATAM Airlines March 2013 - May 2013
Declaration Management & Research October 2008 - June 2012
Declaration Management and Research June 2006 - October 2008
Skills
Fixed Income Asset..., Bloomberg, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Bonds, Investments, Capital Markets, Collateral Management, Securities, Structured Products, Structured Finance, Securitization, Asset Managment, MBS, Finance, Financial Analysis, Strategy, ABS, Marketing Strategy, Market Research, Analysis, Leadership, Management, Business Strategy, Data Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
University of Virginia 2002 — 2006
B.S., Finance
Jason Shin's Declaration Management & Research Experience March 2006 - July 2008
Job Business Operations Analyst at Venable LLP
Industry Legal Services
Experience
Venable LLP July 2015 - Present
Squire Patton Boggs February 2011 - April 2015
DiscoverOrg LLC September 2008 - April 2010
Declaration Management & Research March 2006 - July 2008
Skills
Financial Statement..., Microsoft Excel, Microsoft SQL Server, Query Writing, C++, Elite
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2004 — 2006
BS, Finance & Operations in Information Management
Venable LLP July 2015 - Present
Squire Patton Boggs February 2011 - April 2015
DiscoverOrg LLC September 2008 - April 2010
Declaration Management & Research March 2006 - July 2008
Skills
Financial Statement..., Microsoft Excel, Microsoft SQL Server, Query Writing, C++, Elite
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2004 — 2006
BS, Finance & Operations in Information Management
Habib Shahsamand's Declaration Management & Research Experience April 2005 - June 2006
Job Mortgage and Mortgage Bond Analyst
Industry Investment Management
Experience
HS Group May 2009 - Present
Cedar Hill Capital Partners October 2007 - April 2009
Countrywide Financial Corporation June 2006 - October 2007
Declaration Management & Research April 2005 - June 2006
IBM June 2002 - April 2004
Prudential Investments March 1998 - May 2001
Skills
Fixed Income, Credit, Credit Risk, Portfolio Management, Asset Managment, MBS, Loans, Investments, Mortgage Lending, Loan Origination, Asset Management, Finance, Credit Analysis, Hedge Funds, Trading, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2002
MS, Computational Finance
Rutgers University 1992 — 1997
BA, BS, and Minor, Statistics, Finance and Economics
HS Group May 2009 - Present
Cedar Hill Capital Partners October 2007 - April 2009
Countrywide Financial Corporation June 2006 - October 2007
Declaration Management & Research April 2005 - June 2006
IBM June 2002 - April 2004
Prudential Investments March 1998 - May 2001
Skills
Fixed Income, Credit, Credit Risk, Portfolio Management, Asset Managment, MBS, Loans, Investments, Mortgage Lending, Loan Origination, Asset Management, Finance, Credit Analysis, Hedge Funds, Trading, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2002
MS, Computational Finance
Rutgers University 1992 — 1997
BA, BS, and Minor, Statistics, Finance and Economics
Will Paolino's Declaration Management & Research Experience 2000 - 2006
Job
Industry Investment Management
Experience
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Gregory Casey's Declaration Management & Research Experience May 2006 - March 2012
Job Managing Director,Head of Taft Hartley Relationships at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Lori Constantino, SHRM-CP, PHR's Declaration Management & Research Experience June 2003 - September 2012
Job Human Resources Professional
Industry Investment Management
Experience
Guest Services, Inc. December 2013 - Present
R. F. Kube, Inc. December 2012 - October 2013
Declaration Management & Research June 2003 - September 2012
Declaration Management & Research June 1999 - June 2003
Declaration Management & Research April 1993 - June 1999
Skills
Executive Compensation..., Executive Pay, Compensation Structure..., Corporate Benefits, Compensation & Benefits..., Succession Planning, HR Metrics, Deferred Compensation, Benefits Design, Workforce Planning, Strategic Human..., Health & Welfare..., HR Transformation, Employee Benefits, Onboarding, Human Resources
Education
George Mason University 2015 — 2015
Essentials of Human Resource Management Certificate, May 2015
George Mason University 2013 — 2013
Human Resource Management Certificate
George Mason University
Bachelor of Arts (BA), Psychology
Guest Services, Inc. December 2013 - Present
R. F. Kube, Inc. December 2012 - October 2013
Declaration Management & Research June 2003 - September 2012
Declaration Management & Research June 1999 - June 2003
Declaration Management & Research April 1993 - June 1999
Skills
Executive Compensation..., Executive Pay, Compensation Structure..., Corporate Benefits, Compensation & Benefits..., Succession Planning, HR Metrics, Deferred Compensation, Benefits Design, Workforce Planning, Strategic Human..., Health & Welfare..., HR Transformation, Employee Benefits, Onboarding, Human Resources
Education
George Mason University 2015 — 2015
Essentials of Human Resource Management Certificate, May 2015
George Mason University 2013 — 2013
Human Resource Management Certificate
George Mason University
Bachelor of Arts (BA), Psychology
Neal Boyle's Declaration Management & Research Experience 1990 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Declaration Management & Research 1990 - 2012
Skills
Intex, .NET, C#, C++, SQL, Microsoft SQL Server, VB.NET, VBA, Fixed Income, ABS, CMBS, CDO, Investment Compliance, Intex Subroutines, Securities, Structured Products, Investments, MBS, Portfolio Management, Trading, Risk Management
Education
University of Maryland College Park
Bachelor of Science (BS), Finance, General
University of Maryland University College
Bachelor of Science (BS), Computer Science
Declaration Management & Research 1990 - 2012
Skills
Intex, .NET, C#, C++, SQL, Microsoft SQL Server, VB.NET, VBA, Fixed Income, ABS, CMBS, CDO, Investment Compliance, Intex Subroutines, Securities, Structured Products, Investments, MBS, Portfolio Management, Trading, Risk Management
Education
University of Maryland College Park
Bachelor of Science (BS), Finance, General
University of Maryland University College
Bachelor of Science (BS), Computer Science
Terence McCubbin's Declaration Management & Research Experience April 2008 - February 2012
Job Global Head of Investment Valuations at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management February 2012 - Present
Declaration Management & Research April 2008 - February 2012
ASB Capital Management February 2004 - April 2008
Allfirst Trust Company 1996 - 1999
Allfirst Trust Company 1996 - 1999
Education
The George Washington University 1997 — 1999
Master of Science (MS), Finance, General
Salisbury University 1990 — 1994
Bachelor of Science (BS), Finance, General
Manulife Asset Management February 2012 - Present
Declaration Management & Research April 2008 - February 2012
ASB Capital Management February 2004 - April 2008
Allfirst Trust Company 1996 - 1999
Allfirst Trust Company 1996 - 1999
Education
The George Washington University 1997 — 1999
Master of Science (MS), Finance, General
Salisbury University 1990 — 1994
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY