Delaware Investments

Description

Delaware Investments was a US-based asset management firm with $174.2 billion in assets under management as of September 30, 2016 with 132 portfolio managers, analysts, and traders. It is a wholly owned subsidiary of Australia's Macquarie Group. Headquarters: Philadelphia, Pennsylvania, United States Parent organization: Macquarie Group Founder: Admiral W. Linton Nelson Founded: 1929 Number of employees: Approximately 500 (2011) Subsidiaries: Delaware General Management, Inc., Delaware Distributors, Inc.

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Delaware Investments Employees

Employee
Years
Job
Industry
Patricia Sharp Patricia Sharp Greater Philadelphia Area Details
Patricia Sharp's Delaware Investments Experience June 1996 - January 2003
Job RN, BSN ACLS certified
Industry Hospital & Health Care
Experience
Cooper University Health Care  July 2015 - Present
Drexel University  March 2014 - March 2015
Lincoln Financial Group  January 2003 - March 2014
Delaware Investments   June 1996 - January 2003

Skills
SDLC, SharePoint, Requirements Analysis, Software Project..., Visio, Requirements Gathering, Vendor Management, Microsoft Office, Process Improvement, Public Speaking, SQL, Microsoft Excel, Health Assessment, Nursing Care, Nursing Process

Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing   2014 — 2015
BSN Candidate, Nursing

Burlington County College
Certified Pharmacy Technician

Chestnut Hill College   1992 — 1996
Bachelor of Science (BS), Mathematics

Marylawn of the Oranges   1988 — 1992
High School Diploma

Thomas Duffy Thomas Duffy San Francisco Bay Area Details
Thomas Duffy's Delaware Investments Experience April 2014 - May 2014
Job Equity Trader at Jackson Square Partners
Industry Financial Services
Experience
Jackson Square Partners   May 2014 - Present
Delaware Investments   April 2014 - May 2014
Snyder Capital Management   June 2010 - March 2014
Husic Capital Management  August 2004 - June 2010
Fremont Investment Advisors  1999 - 2004

Education
Arizona State University   1990 — 1996
BS, Accounting

Mark Frymiare Mark Frymiare Greater Philadelphia Area Details
Mark Frymiare's Delaware Investments Experience November 2013 - Present
Job Vice President Marketing Support Services at Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   November 2013 - Present
Delaware Investments   April 2005 - June 2013
AEGON Direct Marketing Services  2004 - 2005
Fleet Credit Card Services  1997 - 2004
Bank of America  1997 - 2004
Associates National Bank  May 1997 - July 1998

Skills
Mutual Funds, Asset Management, Vendor Relations, Vendor Management, Creative Direction, Marketing, Management, Leadership, Relationship Management, Investments, Marketing Communications, Direct Marketing, Financial Services, Email Marketing, Portfolio Management, Finance, CRM, Strategy, Strategic Planning, Integrated Marketing, Advertising, Process Improvement

Education
Rosemont College   1996 — 1997
BS, management

Delaware County Community College   1980 — 1982
A.A.S, Computer Science

Calvin Thomas Calvin Thomas Greater New York City Area Details
Calvin Thomas's Delaware Investments Experience September 2014 - April 2015
Job Investment Analyst at Blackrock
Industry Investment Management
Experience
Delaware Investments   September 2014 - April 2015
PricewaterhouseCoopers LLP  September 2013 - March 2014
Drexel University  April 2013 - June 2013
Ameriprise Financial Services, Inc.   June 2011 - September 2011
North Shore University Hospital  June 2010 - September 2010

Skills
Investments, Portfolio Management, Financial Analysis, Finance, Microsoft Excel, Investment Advisory, Financial Modeling, Risk Management, Fundamental Analysis, Management, Statistics, Tax Accounting, Accounting, Wealth Management, Tax Preparation, Interpersonal Skill, Analytical Skills, Real Estate, Restaurants, Technical Analysis, Financial Regulation, Networking, Social Networking

Education
Drexel University

Herricks High School

Aley Murtaugh Aley Murtaugh Greater Philadelphia Area Details
Aley Murtaugh's Delaware Investments Experience June 2005 - October 2006
Job Experienced Financial Analyst & Management Reporting Professional
Industry Defense & Space
Experience
The Boeing Company  September 2009 - Present
Morgan Stanley Investment Management  May 2008 - June 2009
Morgan Stanley Investment Management  October 2006 - May 2008
Delaware Investments   June 2005 - October 2006
Delaware Investments   March 2004 - June 2005
Global Cash Access, LLC   July 2002 - December 2003
Western Union Financial Services  2001 - 2001

Skills
Financial Analysis, Forecasting, Variance Analysis, Business Analysis, Management Reporting, Budgeting, Investment Management, Budgets, Management, Cross-functional Team..., Accounting, Analysis, Asset Management, Investments, Program Management, Strategic Planning, Finance, Process Improvement

Education
Temple University   2006 — 2009
MBA

Bryn Mawr College   1998 — 2002
BA

James Varughese James Varughese Palo Alto, California Details
James Varughese's Delaware Investments Experience September 2003 - March 2004
Job Senior Account Manager at Campanja | Turbocharging SEM performance by 20%+
Industry Marketing and Advertising
Experience
Campanja  January 2014 - Present
Adobe  January 2012 - January 2014
Efficient Frontier  July 2011 - January 2012
Experian Hitwise  July 2008 - June 2011
Sterling Peak   January 2007 - May 2008
Andre Meyer Group   March 2006 - May 2008
GlaxoSmithKline  September 2004 - March 2005
Delaware Investments   September 2003 - March 2004
CTN Solutions, Inc.   September 2002 - March 2003

Skills
Market Research, Analytics, Web Analytics, SEM, Online Advertising, Digital Marketing, Google Product Listing..., Salesforce.com, Google Shopping, Google Merchant Center, E-commerce, Google Adwords, Competitive Intelligence, Facebook Marketing, FBX, RTB, Adobe AdLens, Portfolio Optimization, Experian Hitwise, Account Management, Google+, Yahoo Search Marketing, Strategic Forecasting, Sales, Google Search, Lead Generation, PPC, Omniture, Marketing, Mobile Devices, Customer Acquisition, Advertising, Google Analytics, Mobile Marketing, Marketing Research

Education
Drexel University   2001 — 2006
BS, Marketing/Finance

Drexel University   2001 — 2006
Bachelor of Science (BS), Business Administration, Dual Concentration Marketing & Finance

Luis R Sierra, MBA Luis R Sierra, MBA Portland, Oregon Details
Luis R Sierra, MBA's Delaware Investments Experience May 2008 - September 2008
Job Financial Services Professional | SpanishFrench Fluent
Industry Financial Services
Experience
Fisher Investments  April 2014 - Present
Fox Consulting Project   April 2013 - June 2013
Efficient Advisors, LLC   November 2010 - July 2012
Vanguard  October 2009 - October 2010
Philadelphia Runner  September 2008 - October 2010
Delaware Investments   May 2008 - September 2008
ACE Insurance of North America   April 2007 - August 2007
International Personnel Resources, Inc.   April 2006 - September 2006

Skills
Strategy, Financial Analysis, Mutual Funds, Microsoft Excel, Investments, Strategic Planning, Business Analysis, Management, Customer Service, Financial Services, Microsoft Office, PowerPoint, Data Analysis, Statistics, French, Risk Management, Spanish, Finance, Competitive Analysis, ETFs, Series 6, Series 63, Series 65

Education
Temple University - Fox School of Business and Management   2012 — 2013
Master of Business Administration (MBA), MS in Finance, 3.6

Ecole nationale des Ponts et Chaussées   2012 — 2012
Tri-Continent MBA, International Business

Drexel University   2004 — 2009
B.S. of Business Administration, Finance and International Business, 3.4

ESCE   2007 — 2008
Study Abroad La Defense - Paris, France

2016 CFA Level II Candidate

Debra Murphy-Whittingham Debra Murphy-Whittingham Philadelphia, Pennsylvania Details
Debra Murphy-Whittingham's Delaware Investments Experience October 1985 - June 2006
Job Compliance Officer at Tate and Kirlin Associates
Industry Consumer Services
Experience
Tate and Kirlin Associates   January 2011 - Present
Philabundance  July 2010 - September 2010
Delaware Investments   October 1985 - June 2006

Skills
Software Proficiency:..., Standard Web Browsers..., 55-75 words per minute

Education
Community College of Philadelphia   2006 — 2006

Cheltenham High School   1979 — 1983

Tom Brennan Tom Brennan New York, New York Details
Tom Brennan's Delaware Investments Experience March 2001 - December 2003
Job Regional Business Director (Americas) British Council Services for International Education Marketing
Industry Education Management
Experience
British Council  February 2013 - Present
Thunderbird School of Global Management  August 2008 - November 2012
Thunderbird School of Global Management  April 2006 - August 2008
Thunderbird School of Global Management  November 2005 - April 2006
Delaware Investments   March 2001 - December 2003
Motorola's Shanghai branch   July 1999 - August 2000
Nankai University  July 1998 - June 1999

Skills
Sales Management, Student Recruitment, Project Planning, Conducting Interviews, Language Teaching, Staff Supervision, Training & Development, Sales Presentations, Presentation Preparation, Marketing Research, Budget Management, Market Evaluation, Forecasting Models, Collaborative Planning, Event Management, Travel Management, Student Recruiting, Budgets, Business Strategy, CPFR, CRM, Competitive Analysis, Employee Training, Forecasting, International Marketing, Interviews, Leadership, Management, Market Research, Marketing, Project Management, Recruiting, Strategy, Training, Business Development, Consulting, Strategic Planning, Marketing Strategy

Education
Thunderbird School of Global Management   2004 — 2005
MBA, International Marketing

Bucknell University   1994 — 1998
BS, Business Administration

Marple Newtown High School   1990 — 1994

Cristina Shen Cristina Shen Greater Philadelphia Area Details
Cristina Shen's Delaware Investments Experience July 2014 - Present
Job Fixed Income Research Analyst at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   July 2014 - Present
Summit Student Investment Fund  August 2012 - December 2012
Bank of China  June 2012 - August 2012
GF Securities  January 2011 - February 2011

Skills
Portfolio Management, Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Economics, Fixed Income, Bloomberg, R, Equity Research, Stata, Data Analysis, Valuation, Risk Management

Education
Villanova University   2013 — 2014
Master's Degree, Master of Science in Finance, 3.91

Colorado State University   2011 — 2013
Bachelor of Science (BS), Finance, General, 3.88

East China Normal University   2009 — 2011
Bachelor of Science (BS), Finance, General, 3.5

Shanghai High School   2006 — 2009

Mike Capuzzi Mike Capuzzi Jersey City, New Jersey Details
Mike Capuzzi's Delaware Investments Experience May 2014 - August 2014
Job Operations and Services Associate, Firm Funding at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2015 - Present
Delaware Investments   May 2014 - August 2014
Delaware Investments   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Data Analysis, Data Entry, Public Speaking, Presentation Skills, Social Networking, Teamwork, Research, Customer Service, Social Media, Financial Analysis, Leadership

Education
Boston University   2011 — 2015
Bachelor's Degree, Finance, General

Meryem Kalic Meryem Kalic Greater Philadelphia Area Details
Meryem Kalic's Delaware Investments Experience October 2009 - December 2013
Job FP&A Analyst at VWR International
Industry Business Supplies and Equipment
Experience
VWR  January 2014 - Present
Delaware Investments   October 2009 - December 2013
Delaware Investments   February 2007 - September 2009
SEI  September 2006 - January 2007

Education
West Chester University of Pennsylvania   2006 — 2009
Master's, Business Administration

Fatih Üniversitesi
Bachelor of Arts (B.A.), International Relations

Villanova University

Josephine Robinson Josephine Robinson Philadelphia, Pennsylvania Details
Josephine Robinson's Delaware Investments Experience September 1989 - August 2011
Job Retirement Plan Administrator at Professional Planning Associates, Inc
Industry Financial Services
Experience
Professional Planning Associates, Inc.   April 2015 - Present
Beneficial Bank  July 2014 - February 2015
Edelman Financial Services  October 2013 - May 2014
Delaware Investments, a member of the Macquarie Group  June 2006 - August 2011
Delaware Investments   September 1989 - August 2011
Delaware Investments, a member of the Macquarie Group  May 2000 - June 2006
Delaware Investments   April 1996 - May 2000

Skills
PowerPoint, Excel, Investments, Word, Customer Service, Process Improvement, Microsoft Office, Team Building, Leadership, Coaching, Financial Analysis, Time Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Insurance, Outlook, Asset Management, CRM

Education
Community College of Philadelphia   2012 — 2012
Patient Service Representative Proficiency Certificate, Health Services Administration, A

Peirce College   2008 — 2010
B.S., Business Admin./Business Law

Drew Blagojevic Drew Blagojevic Greater Philadelphia Area Details
Drew Blagojevic's Delaware Investments Experience March 2001 - October 2003
Job Financial Specialist with PNC Bank
Industry Financial Services
Experience
PNC  April 2014 - Present
Roster Financial  September 2012 - June 2013
Aflac  June 2010 - January 2013
AIG American General  October 2007 - June 2009
Lincoln Financial Distributors  October 2003 - September 2007
Delaware Investments   March 2001 - October 2003
First Investors  2000 - 2000
Northwestern Mutual  1997 - 1999

Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance

Education
Centenary College   1994 — 1997
BS

Bucks County Community College   1992 — 1994
Assoc.

Rutgers, The State University of New Jersey-Newark   1990 — 1992

Central Bucks High School East   1987 — 1990
Diploma

Donna Tillman, MBA, MAFM, CPA Candidate Donna Tillman, MBA, MAFM, CPA Candidate Greater Philadelphia Area Details
Donna Tillman, MBA, MAFM, CPA Candidate's Delaware Investments Experience February 1996 - April 1999
Job Seeking New Opportunities
Industry Accounting
Experience
AmeriHealth Caritas  December 2014 - January 2015
Robert Half Finance & Accounting  May 2003 - December 2013
New Jersey Housing Mortgage Finance Agency  April 2013 - May 2013
Kroll Advisory Solutions  December 2012 - January 2013
Pepco Holdings, Inc  March 2012 - June 2012
IRS - Campaign For Working Families(Volunteer Income Tax Assistance)   January 2011 - April 2011
Towers Perrin  July 2008 - November 2008
Pep Boys  May 2000 - April 2003
Delaware Investments   February 1996 - April 1999

Skills
Financial Analysis, Accounts Receivable, Payroll, Auditing, Microsoft Excel, Financial Reporting, QuickBooks, Financial Statements, Microsoft Office, Strategic Planning, Time Management, Oracle, Lacerte, Tax Preparation, Retirement Plans, SAP, SOX Compliancy, Retirement Planning, Highly motivated..., Highly personable, Highly Reliable, Works Well Under..., Adult Education, Social Skills, Academic Tutoring, Sales, High Performance Teams, High Achiever

Education
DeVry University (Keller Graduate School of Management) - Center City, Philadelphia   2009 — 2011
MAFM

Baker College Center for Graduate Studies   2000 — 2003
MBA

Kean University   1990 — 1994
Bachelor of Science

Rosalind Realer Rosalind Realer Greater Philadelphia Area Details
Rosalind Realer's Delaware Investments Experience August 1997 - June 2000
Job at Vanguard
Industry Financial Services
Experience
Vanguard  January 2009 - Present
The Vanguard Group  August 2000 - January 2009
United Way of Southeastern Pennsylvania  2004 - 2004
Delaware Investments   August 1997 - June 2000

Skills
Instructional Design, Staff Development, PowerPoint, Curriculum Design, Mentoring, Project Management, Agile Methodologies, Financial Accounting, Leadership Development, Organizational..., Change Management, E-Learning, Strategic Planning, Process Improvement, Employee Training, Leadership, Training Delivery, Analysis

Education
Cabrini College   2006 — 2008
Master of Science (MS), Organizational Leadership

Morgan State University   1990 — 1994
BS, Accounting

Calvin J. Wilson, MBA Calvin J. Wilson, MBA Greater Philadelphia Area Details
Calvin J. Wilson, MBA's Delaware Investments Experience July 2005 - May 2009
Job Senior Territory Account Executive at Global Employment Solutions
Industry Staffing and Recruiting
Experience
Global Employment Solutions  July 2015 - Present
Ricoh Americas Corporation  September 2013 - June 2015
PharmContrax   August 2009 - August 2013
Delaware Investments   July 2005 - May 2009

Skills
Product Marketing, Marketing Strategy, Competitive Analysis, Sales, Strategy, Project Management, Investments, Leadership, Negotiation, Marketing, Business Development, Project Planning, Fundraising

Education
Clark Atlanta University   2003 — 2005
MBA, Marketing

Clark Atlanta University   1997 — 2001
B.A., Public Relations/Marketing

Christian Moffitt Christian Moffitt Greater Philadelphia Area Details
Christian Moffitt's Delaware Investments Experience September 2000 - July 2003
Job Attorney at Fox Rothschild LLP
Industry Law Practice
Experience
Fox Rothschild LLP  September 2007 - Present
Delaware Investments   September 2000 - July 2003

Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation

Education
Pennsylvania State University, The Dickinson School of Law   2004 — 2007
J.D.

University of Scranton   1996 — 2000

St. Joe's Prep   1992 — 1996

Nicholas Mesaric Nicholas Mesaric Philadelphia, Pennsylvania Details
Nicholas Mesaric's Delaware Investments Experience November 2005 - May 2009
Job Senior Graphic Designer at AmeriHealth Caritas
Industry Design
Experience
AmeriHealth Caritas  May 2011 - Present
Random Alliance   January 2008 - January 2013
Merck  February 2011 - May 2011
Bank of America (Enterprise Creative Solutions)   February 2010 - January 2011
Delaware Investments   November 2005 - May 2009
FOX 43   August 2004 - November 2005
CN8 Network   January 2004 - April 2004

Skills
Adobe Creative Suite, Advertising, Annual Reports, Brochures, Creative Direction, Final Cut Pro, Graphic Design, Graphics, InDesign, Illustrator, QuarkXPress, Photoshop, Adobe Acrobat, Newsletters, Corporate Identity, Posters, Art Direction

Education
Temple University   2009 — 2009
Certification, Web Design

Art Institute of Philadelphia
BA, Computer Animation and Media Arts

William Roach William Roach Greater Philadelphia Area Details
William Roach's Delaware Investments Experience May 2015 - Present
Job Municipal Bond Trader
Industry Financial Services
Experience
Delaware Investments   May 2015 - Present
Delaware Investments, a member of the Macquarie Group  2012 - Present
Merrill Lynch  November 2010 - November 2012
Creative Financial Group  September 2009 - October 2010

Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management

Education
Villanova University   2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services

Albright College   2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science

James Karol James Karol Venice, California Details
James Karol's Delaware Investments Experience June 2013 - August 2013
Job Policy Management Major
Industry Entertainment
Experience
Dickinson College  August 2010 - May 2014
Delaware Investments   June 2013 - August 2013
Apache Oil Company   May 2012 - August 2012
Leewood Country Club   June 2011 - August 2011
Bronxville Day Camp   July 2009 - August 2009
Bronxville Day Camp   July 2008 - August 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Social Media, Social Skills, Social Networking, Energy, Sports Management, Sports Marketing, Teamwork

Education
Dickinson College   2010 — 2014
Bachelor of Liberal Arts, Policy Management

Bronxville High School   2006 — 2010

Rhonda Fox Cochrane Rhonda Fox Cochrane Langhorne, Pennsylvania Details
Rhonda Fox Cochrane's Delaware Investments Experience June 2000 - September 2002
Job Lockheed Martin Space Systems
Industry Aviation & Aerospace
Experience
Lockheed Martin SSC  July 2008 - Present
Lockheed Martin CSS   August 2005 - July 2008
Stark & Stark, PC   March 2003 - October 2004
Delaware Investments   June 2000 - September 2002
Sovereign Bank  August 1998 - June 2000

Skills
Budget Monitoring, Business Process..., Financial Analysis, Financial Reporting, Office Administration, Budget Forecasts, Marketing, Budgets, Legal Administration, Staffing Analysis, Staffing Coordination, Staffing Plans, Human Resource, PowerPoint, Microsoft Excel, SAP

Education
Gateway Regional High School

Bucks County Community College
Business Administration

Christian Faino Christian Faino Greater Philadelphia Area Details
Christian Faino's Delaware Investments Experience June 2012 - Present
Job Advisor Consultant
Industry Financial Services
Experience
Delaware Investments   June 2012 - Present
BlackRock Investments   February 2007 - January 2012
Sentinel Financial Services   December 2005 - February 2007
Gartmore Funds December 2004   December 2004 - November 2005
Merrill Lynch Private Client Group  March 2001 - May 2003
Merrill Lynch  March 1999 - March 2001

Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed..., Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running, Sales, Financial Markets, Financial Advisory, Investment Management, FINRA, Investment Strategies, Uniform Combined State...

Education
Temple University   1994 — 1998
Bachelors of Business Administration (BBA), Finance and Economics

Art Institute of Philadelphia

Susan (Hanson) Natalini Susan (Hanson) Natalini Greater Philadelphia Area Details
Susan (Hanson) Natalini's Delaware Investments Experience November 1998 - August 2010
Job SVP, Head of Fixed Income and Equity Business Operations at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group  September 2010 - Present
Delaware Investments   November 1998 - August 2010
Delaware Investments   March 1994 - November 1998
Coopers & Lybrand  August 1988 - March 1994

Skills
Managerial Finance, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1986 — 1988
MBA, Management, Finance

Carleton College   1979 — 1983
BA, Economics

Kent Place

Nick Prestileo Nick Prestileo Greater Philadelphia Area Details
Nick Prestileo's Delaware Investments Experience May 2001 - February 2003
Job
Industry Graphic Design
Experience
Rowan University  September 2015 - Present
Philadelphia University  August 2014 - Present
Nick Prestileo Design   2006 - Present
AIGA Philadelphia  August 2013 - June 2015
AIGA Philadelphia  August 2011 - August 2013
Sunrise of Philadelphia   July 2011 - March 2012
AIGA Philadelphia  July 2009 - August 2011
Jack Horner Communications  December 2010 - March 2011
Delaware Investments a member of Macquire Group   January 2003 - December 2010
Delaware Investments   May 2001 - February 2003

Skills
Creative Direction, Web Design, Illustration, Branding & Identity, Typography, Information Design, Publications, Brochures, InDesign, Illustrator, Photoshop, QuarkXPress, Graphic Design, Event Planning, Marketing Strategy, Event Management, Team Leadership, Art Direction, Pre-press, Corporate Identity, Brand Development, Adobe Creative Suite, Logo Design, Advertising, Marketing, Packaging, Corporate Branding, Graphics, Layout, Newsletters, Mac, Adobe Acrobat, Dreamweaver, Posters, User Interface Design, Concept Development, Direct Mail, Catalogs, Collateral, Interaction Design, Image Manipulation, Creative Strategy, Annual Reports, Information Graphics, Visual Communication, Vector Illustration, Flyers, Business Cards, User Experience, Flash

Education
Art Institute of Philadelphia   2004 — 2007
Bachelors of Science, Graphic Design

Saint Joseph's University - Erivan K. Haub School of Business   1996 — 2000
Bachelors of Science, Marketing

Drexel University   1995 — 1996
Courses in Graphic Design

Steven Schweitzer, CFP, CAIA, AIFA Steven Schweitzer, CFP, CAIA, AIFA Greater Philadelphia Area Details
Steven Schweitzer, CFP, CAIA, AIFA's Delaware Investments Experience July 2000 - March 2004
Job Solutions driven Product & Marketing executive with over 20 years of experience in investment & retirement plan services
Industry Financial Services
Experience
Ascensus  January 2014 - Present
Ascensus  June 2006 - December 2013
Ascensus  April 2005 - June 2006
ING  March 2004 - April 2005
Delaware Investments   July 2000 - March 2004
Provident Mutual  February 1995 - July 2000

Skills
Strategic Financial..., Marketing, Product Development, Finance, Retirement, Mutual Funds, 401k, Series 7, Retirement Planning, Pensions, Investments, Series 6, Series 63, Asset Managment, Wealth Management, Investment Advisory, Asset Allocation, ERISA, Investment Strategies, ETFs, Financial Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Asset Management, Securities, Alternative Investments, Fixed Annuities, FINRA, Separately Managed..., IRAs, Investment Management, Financial Planning

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2004 — 2004
AIFA, Finance

College for Financial Planning   1993 — 1995
CFP, Financial Planning

Ursinus College   1986 — 1990
B.S., Applied Math/Economics

Peter Gabriel Peter Gabriel Greater Pittsburgh Area Details
Peter Gabriel's Delaware Investments Experience 1995 - 1996
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Vanguard  2007 - July 2015
Vanguard  2005 - 2007
Vanguard  2003 - 2005
Vanguard  1999 - 2003
Vanguard  1997 - 1999
Vanguard  September 1996 - 1997
Delaware Investments   1995 - 1996

Skills
Relationship Management, Mutual Funds, Financial Services, Series 6, Series 63, Defined Contribution, Leadership, Investments, Coaching, Team Leadership, Strategy, Leadership Development, Asset Allocation, Process Improvement, Finance, Customer Service, Asset Management, 401k

Education
Creighton University   2012 — 2017
Doctor of Education (Ed.D.), Leadership

Duquesne University   2015 — 2016
Professional Coaching Certification Program

Pennsylvania State University-Great Valley Graduate Center   2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

Villanova University   1990 — 1994
Bachelor's Degree, Finance, General

Laurel highlands   1987 — 1990
High School

Michael W Principe Jr Michael W Principe Jr Vineland, New Jersey Details
Michael W Principe Jr's Delaware Investments Experience August 2001 - July 2004
Job Sales and Estimating at M & T Erection Enterprise, Inc.
Industry Construction
Experience
M & T Erection Enterprise, Inc.   2008 - Present
M & T Erection Enterprise, Inc   August 2004 - November 2008
Delaware Investments   August 2001 - July 2004

Skills
Project Management, Sales, Marketing, Process Scheduler, Customer Service, Microsoft Excel, Outlook, Budgets, Microsoft Office, Contract Negotiation, Microsoft Word, Account Management, Strategic Planning, Cold Calling, Management

Education
Arcadia University   1997 — 2001
Bachelor of Arts (BA), Psychology

Vineland High School   1993 — 1997

Colleen Hollawell Colleen Hollawell Greater Philadelphia Area Details
Colleen Hollawell's Delaware Investments Experience April 2010 - May 2010
Job Analyst at Einstein Healthcare Network
Industry Information Technology and Services
Experience
Einstein Healthcare Network  March 2013 - Present
Albert Einstein Healthcare Network  May 2011 - March 2013
Albert Einstein Healthcare Network  July 2010 - 2011
THE VILLAGE RESTAURANT   August 2009 - 2011
VILLAGE OF COTTAGE GREEN   June 2009 - 2011
DELAWARE INVESTMENTS   April 2010 - May 2010
HOLME CIRCLE FLOWER SHOP   September 2003 - June 2009
RITA'S WATER ICE  June 2002 - August 2008

Education
Temple University - Fox School of Business and Management   2008 — 2010
Marketing, Business

Temple University - Fox School of Business and Management   2008 — 2010
Bachelor, Business Administration; Marketing; Mass

Community College of Philadelphia   2005 — 2008
Associate's degree, Business Administration and Management, General

Matthew Griendling, MSIS, MA, PMP Matthew Griendling, MSIS, MA, PMP Philadelphia, Pennsylvania Details
Matthew Griendling, MSIS, MA, PMP's Delaware Investments Experience August 1998 - September 2007
Job Project Manager at Project Manager
Industry Financial Services
Experience
Financial Services  September 2013 - Present
BNY Mellon  October 2007 - September 2013
Delaware Investments   August 1998 - September 2007

Skills
Process Improvement, Risk Management, Management, Change Management, Middle Office, Business Analysis, SDLC, Analysis, Cross-functional Team..., Vendor Management, Project Delivery, Financial Risk, Program Management, Project Management, Project Portfolio..., Financial Reporting, Data Analysis, Data Management, Team Leadership, process, SWIFT messaging, Business and technology..., Manage Client..., Software Testing Life..., Software Implementation..., Software Documentation, Project Coordination, Diversity Champion, Project Planning, Leadership, Photography, Software Project...

Education
LaSalle

Drexel University   1988 — 1991
College of Computing & Informatics (MSIS), Information Technology

St. Charles Borromeo   1994 — 1997
Master of Arts (MA), Scripture

Ernst Kosower, CIMA® Ernst Kosower, CIMA® Greater Chicago Area Details
Ernst Kosower, CIMA®'s Delaware Investments Experience November 2000 - October 2001
Job Regional Sales Director at Snow Capital Management L.P.
Industry Financial Services
Experience
Snow Capital Management L.P.   April 2010 - Present
Pono Consulting   July 2006 - March 2010
Phoenix Investment Partners  2005 - 2006
Laurel Capital Advisors   November 2001 - February 2005
Delaware Investments   November 2000 - October 2001
Merrill Lynch Investment Managers  July 1999 - October 2000
Merrill Lynch Consulting Services   April 1995 - June 1999
Merrill Lynch  November 1984 - March 1995

Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley

Education
Ashland University   1975 — 1979
B.A., Communications & Marketing

William Curran, CIMA® William Curran, CIMA® Greater Philadelphia Area Details
William Curran, CIMA®'s Delaware Investments Experience January 1994 - September 2000
Job Vice President at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co.   August 2006 - Present
US Marine Corps  October 2000 - October 2004
Delaware Investments   January 1994 - September 2000

Education
Boston University Questrom School of Business   2002 — 2005
Masters - MS, Business Administration

University of Pennsylvania - The Wharton School   1999 — 2000
CIMA, Certified Investment Management Analyst

Ohio Wesleyan University   1988 — 1992
BA, Economics / Business Management

Millbrook School   1984 — 1988
High School

Lynn Coleman Lynn Coleman Greater Philadelphia Area Details
Lynn Coleman's Delaware Investments Experience January 1999 - January 2000
Job Technical Services Manager at New Penn Financial, LLC
Industry Information Technology and Services
Experience
New Penn Financial, LLC  February 2015 - Present
World Travel Inc  April 2013 - Present
Zog Inc  January 2011 - April 2013
First Quality  January 2011 - April 2013
SaberSource   January 2010 - December 2010
Philadelphia Insurance Companies  August 2003 - January 2009
United Messaging  January 2000 - January 2002
Delaware Investments   January 1999 - January 2000
Community College  February 1998 - January 1999

Skills
Active Directory, Windows Server, Troubleshooting, Servers, Management, SharePoint, Microsoft Exchange, ITIL, Help Desk Support, Technical Support, Windows 7, DHCP, Citrix, Networking, Security, Visio, Windows, Hardware, XP, Microsoft Office, System Deployment, Software Installation, Process Improvement, Disaster Recovery, Databases, Operating Systems, Vendor Management, Laptops, HP, Project Management, SCCM, Printers, Windows XP, Integration, SharePoint...

Education
Stanford University   2014 — 2015
Computer Science, 4.0

Delaware County Community College   2001 — 2001
MCSE, MCSA, Microsoft Certifications, 4.0

Community College of Philadelphia   1997 — 1998
CERTIFIED NOVELL ADMINISTRATOR, NETWORK ADMINISTRATOR, Network Administration, 3.9

Delaware County Community College   1991 — 1991
Liberal Arts/Nursing, 4.0

Brad Kolstoe Brad Kolstoe Denver, Colorado Details
Brad Kolstoe's Delaware Investments Experience 1997 - 2000
Job Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group  September 2013 - Present
bk / consult, llc   February 2013 - September 2013
UBS Financial Services  December 2011 - February 2013
Cembra Financial Group, LLC   February 2010 - December 2011
Phoenix Life Insurance Company  2002 - 2009
Universal Financial Consultants  2004 - 2005
MFS Investment Management  2000 - 2001
Delaware Investments   1997 - 2000
UBS  1991 - 1997

Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities

Education
Colorado State University   1971 — 1976
BS, Biological & Physical Sciences

University of Wyoming College of Law

Edmund Grant, CFA, CAIA Edmund Grant, CFA, CAIA Greater Philadelphia Area Details
Edmund Grant, CFA, CAIA's Delaware Investments Experience October 1997 - August 2011
Job Managing Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  November 2014 - Present
AllianceBernstein Institutional Investments   August 2011 - November 2014
Delaware Investments   October 1997 - August 2011
103rd Engineer Battalion, PAARNG   1996 - 2004
AIG Equity Sales   1996 - 1997

Skills
Fixed Income, Alternative Investments, Hedge Funds, LDI, Asset Allocation, Equities, Asset Management, Institutional..., Institutional Sales, Defined Contribution, Investments, Sales Management, Portfolio Management, Investment Management, Investment Strategies, Securities, Investment Advisory, Capital Markets, Mutual Funds, Series 24, Series 7, Series 63

Education
Drexel University - College of Business and Administration   2000 — 2002
MBA, Finance

Drexel University   1991 — 1996
Bachelor of Science (BS), Finance

Dan Guaglione Dan Guaglione Philadelphia, Pennsylvania Details
Dan Guaglione's Delaware Investments Experience September 2010 - March 2011
Job Procurement Associate at Braskem
Industry Chemicals
Experience
Braskem  July 2013 - Present
PECO Energy  September 2011 - April 2012
EXELON CORPORATION  September 2011 - March 2012
Delaware Investments, a member of the Macquarie Group  September 2010 - March 2011
DELAWARE INVESTMENTS   September 2010 - March 2011
Heffler, Radetich & Saitta LLP   September 2009 - March 2010
HEFFLER, RADETICH & SIATTA   September 2009 - March 2010

Skills
Analysis, Procurement, Six Sigma, Procurement Contracts, Microsoft Excel, Financial Analysis, Accounting, SAP, Process Improvement, Strategic Planning, Business Analysis, Microsoft Office, Microsoft Word, PowerPoint, Financial Reporting, Marketing, Investments, Budgets

Education
Drexel University   2008 — 2013
Bachelor of Science, Business Administration; Entrepreneurship & Real Estate

Drexel University - College of Business and Administration   2008 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies

Ronald Chea Ronald Chea Philadelphia, Pennsylvania Details
Ronald Chea's Delaware Investments Experience April 2013 - September 2013
Job Aspiring Financial Analyst
Industry Financial Services
Experience
Penn Capital Management  April 2014 - March 2015
Delaware Investments   April 2013 - September 2013
Sunoco  April 2012 - September 2012
Able Real Estate   July 2009 - August 2009

Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Data Analysis, PowerPoint, Bloomberg Terminal, Visual Basic for...

Education
Drexel University   2010 — 2015
Bachelor of Science in Business Administration, Finance

Jeff Goldman Jeff Goldman Greater Boston Area Details
Jeff Goldman's Delaware Investments Experience 2001 - 2006
Job Senior Network Engineer at Excelitas Technologies
Industry Information Technology and Services
Experience
Excelitas Technologies  April 2014 - Present
Telerx  January 2009 - April 2014
Reserve at New Britain Association   May 2008 - July 2013
Charming Shoppes  March 2006 - January 2009
Lincoln Financial Group  April 2001 - April 2006
Delaware Investments   2001 - 2006

Skills
Active Directory, DHCP, DNS, Troubleshooting, Windows, Servers, Call Center, Software Installation, Administration, Windows Server 2003, Retail, MIS, Call Centers, Windows Server, Cisco Technologies, Networking, VMware, Security, XP, Windows 7, System Administration, Storage Area Networks, SharePoint, Network Security, Windows XP, Disaster Recovery, Technical Support, Data Center, IIS, Access, Virtualization, Databases, VPN, Group Policy, Microsoft SQL Server, Computer Hardware, Help Desk Support

Education
Drexel University   2005 — 2010
Bachelors of Science, Computing and Security Technology

Hussian School of Art
Illustration and Design

Diba Ahmed Diba Ahmed Greater Philadelphia Area Details
Diba Ahmed's Delaware Investments Experience April 2006 - September 2006
Job Accounting at Duane Morris LLP
Industry Accounting
Experience
DUANE MORRIS  April 2007 - Present
Duane Morris  April 2007 - Present
Delaware Investments   April 2006 - September 2006

Skills
Accounting, Analysis, Finance, Auditing, Account Reconciliation

Education
Drexel University

TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Accounting

Samantha Greenfield Samantha Greenfield Greater Philadelphia Area Details
Samantha Greenfield's Delaware Investments Experience June 2015 - Present
Job Compliance Associate at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   June 2015 - Present
Delaware Investments   March 2014 - May 2015
Sodexo  March 2013 - December 2013
Publicis Touchpoint Solutions, Inc.   March 2012 - July 2012

Skills
Leadership, Marketing, Data Analysis, Microsoft Excel, Customer Service, Financial Analysis, Strategic Planning, Strategy, Budgets, Access, Microsoft Office, PowerPoint, Cross-functional Team..., Microsoft Word, Social Media, Team Leadership, Event Planning, Outlook, MS Excel Pivot Tables, FactSet, Charles River IMS, Bloomberg Terminal, Salesforce.com..., MicroStrategy Reporting, Bloomberg, Mutual Funds, Securities

Education
Drexel University   2010 — 2015
Bachelor's Degree, Business Administration

Archbishop Wood High School   2006 — 2010

Laura Kirkpatrick Laura Kirkpatrick Greater Philadelphia Area Details
Laura Kirkpatrick's Delaware Investments Experience February 2005 - April 2007
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  April 2012 - Present
Verdis Investment Management  January 2009 - February 2011
DuPont Capital Management  April 2007 - January 2009
Delaware Investments   February 2005 - April 2007
Brandywine Global Investment Management  November 1996 - February 2005
Morgan Stanley Investment Management  September 1994 - November 1996
JP Morgan Securities  July 1993 - September 1994
Meridian Bank  September 1986 - August 1991

Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA, Finance

Dickinson College   1982 — 1986
BA, Economics, German

William Good, Ph.D. William Good, Ph.D. Greater Philadelphia Area Details
William Good, Ph.D.'s Delaware Investments Experience December 2009 - June 2013
Job AVP/Senior Manager, Human Resources Business Partner at Delaware Investments, a member of the Macquarie Group
Industry Human Resources
Experience
Delaware Investments, a member of the Macquarie Group  July 2013 - Present
Delaware Investments   December 2009 - June 2013
Lincoln Financial Group  June 2008 - December 2009
Lincoln Financial Group  2007 - 2008
Lincoln Financial Group  2005 - 2007
Dorland Global Corporation  2005 - 2005
Ellen Tracy  2002 - 2005
Herbert Mines Associates  2000 - 2002
Beth Israel Medical Center  1999 - 2000

Skills
Onboarding, Talent Management, Human Resources, Recruiting, Talent Acquisition, Performance Management, Employee Benefits, Succession Planning, Employee Relations, Organizational..., Employee Engagement

Education
Drexel University   1996 — 2003
Ph.D., Clinical Psychology

Drexel University   1994 — 1996
M.A., Clinical Psychology

Youngstown State University   1990 — 1994
B.A., Psychology

Anthony Morrison Anthony Morrison Tampa/St. Petersburg, Florida Area Details
Anthony Morrison's Delaware Investments Experience December 1997 - September 2000
Job Regional Wholesaler Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing   2014 - Present
Regions Financial Corporation  December 2013 - May 2014
BBVACOMPASS  January 2013 - October 2013
Allstate Financial  September 2012 - January 2013
Prudential Annuities  December 2007 - February 2012
John Hancock Distributors   June 2005 - December 2007
Lincoln Financial Distributors  November 2002 - June 2005
Lincoln Financial Distributors  September 2000 - November 2002
Delaware Investments   December 1997 - September 2000
Merrill Lynch  November 1996 - November 1997

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement

Education
Community College of Philadelphia
Associate's degree, Business Management

Eastern College
Bachelor's degree, Organizational Management

Ejaz Hosein Ejaz Hosein Philadelphia, Pennsylvania Details
Ejaz Hosein's Delaware Investments Experience September 2013 - September 2014
Job Internal Auditor and Aspiring CPA
Industry Accounting
Experience
TMNA Services, LLC. (TMNAS)   September 2014 - Present
Delaware Investments   September 2013 - September 2014
City of Philadelphia  September 2012 - March 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Time Management, Financial Reporting, Analysis, Internal Audit, Auditing, Finance

Education
Drexel University   2010 — 2015
Bachelor of Science in Business Adminstrtaion, Accounting and Finance

Nitin P. Tuteja, CFA Nitin P. Tuteja, CFA Boston, Massachusetts Details
Nitin P. Tuteja, CFA's Delaware Investments Experience 2014 - 2015
Job Portfolio Management at Geode Capital
Industry Investment Management
Experience
Geode Capital Management  2015 - Present
Delaware Investments   2014 - 2015
Norges Bank Investment Management  2011 - 2014
BNP Paribas  2009 - 2010
Wharton Business School  2007 - 2009
Wellington Management  2008 - 2008
Standard Chartered Bank  2005 - 2007

Skills
Matlab, SQL, VBA, FX, Equities, Portfolio Management, Options, Trading, FX Options, Alternative Investments, Bonds, Investments, Equity Derivatives, Asset Allocation, Global Macro, Risk Management, Valuation, Asset Management, Investment Management, Fixed Income, Bloomberg, Derivatives, Quantitative Analytics

Education
Carnegie Mellon University - Tepper School of Business   2014 — 2014
Certificate in Computational Finance

Nanyang Technological University   2012 — 2014
Master of Science in Financial Engineering (MFE), Quantitative Finance

University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance, Honors

National University of Singapore   2000 — 2004
Bachelor of Engineering, Civil Engineering, Economics, Financial Mathematics

Arsen Nikiforouk Arsen Nikiforouk Greater Philadelphia Area Details
Arsen Nikiforouk's Delaware Investments Experience September 2013 - March 2014
Job Self starter looking for an opportunity
Industry Higher Education
Experience
Beep Cloud Help   March 2014 - March 2015
Delaware Investments   September 2013 - March 2014
Eximium Exchange LLC   July 2013 - March 2014
Drexel Finance and Investment Group   August 2011 - September 2013
Delaware Investments, a member of the Macquarie Group  October 2012 - August 2013
Dechert LLP  September 2011 - March 2012
Sewickley Cafe   June 2009 - August 2009

Skills
Bloomberg Terminal, Team Leadership, Equities, Research, Russian, Investments, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, ARCS, Leadership, Securities, Mutual Funds, Financial Analysis, Parkour, Ukrainian, Public Speaking, Management, Technicals Analysis, Fundamental Research, ELITE - Thomson Reuters, Photoshop, Game Design, Software Project..., Game Development, Web Design, Web Development, Audacity, Vestmark, APL, Omgeo Oasys, MS SQL

Education
Drexel University   2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Sewickley Academy   2008 — 2010

Cathedral Preparatory   2006 — 2008

Andrew Stuber Andrew Stuber United States Details
Andrew Stuber's Delaware Investments Experience November 2013 - March 2014
Job Digital Designer at Tierney
Industry Design
Experience
Tierney  November 2014 - September 2015
D4 Creative Group  June 2014 - October 2014
Masterminds  March 2014 - May 2014
Delaware Investments   November 2013 - March 2014
The Media & Marketing Group  July 2013 - October 2013
Razorfish Health  September 2011 - September 2012

Skills
Adobe Creative Suite, Graphic Design, Illustrator, InDesign, Photoshop, Web Design, Facebook, Posters, Adobe Fireworks, Mac, Photography, Layout, Microsoft Office, iWork, Customer Service, Digital Photography, Garageband, Graphics, Web Graphics, iLife, Mobile Design, Icon Design, Branding & Identity, Logo Design, Corporate Identity, Typography, Book Design, Art Direction, Interaction Design, Dreamweaver, User Interface Design, Advertising, Vector Illustration

Education
Drexel University   2010 — 2013
Bachelors, Graphic Design

Camden County College   2005 — 2010
Associates, Applied Science - Computer Graphics Arts

Camden County College   2005 — 2010
Certification, Web Design

Tim Koen Tim Koen Greater Philadelphia Area Details
Tim Koen's Delaware Investments Experience June 2007 - December 2010
Job Graphic Designer
Industry Design
Experience
Long Haul Studios LLC   May 2011 - Present
Softmart  November 2011 - December 2011
Comcast Sports Net  November 2010 - March 2011
Delaware Investments   June 2007 - December 2010

Education
Art Institute of Philadelphia   2005 — 2007
BS, Design

North Carolina School of Communication Arts   2002 — 2004
A.A.S., Design

Western Carolina University   2000 — 2002
Fine Arts

Sam Priyadarshi Sam Priyadarshi Greater Philadelphia Area Details
Sam Priyadarshi's Delaware Investments Experience June 2005 - December 2008
Job Head, Fixed Income Derivatives
Industry Investment Management
Experience
Vanguard  January 2009 - Present
Delaware Investments   June 2005 - December 2008
Delaware Investments   May 1997 - June 2005

Skills
Fixed Income, Derivatives, Bonds, Options, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Trading, Investment Management, Investment Strategies, Financial Modeling, Equity Derivatives, Trading Systems, Structured Finance, Emerging Markets, Credit Derivatives, Electronic Trading, Quantitative Finance, Interest Rate..., Bloomberg Terminal, Swaps, Equities, Bloomberg, Hedge Funds, Capital Markets

Education
Virginia Polytechnic Institute and State University   1992 — 1997
Ph.D., Finance

Indian Institute of Management, Calcutta   1987 — 1989
MBA, Finance

Birla Institute of Technology   1980 — 1984
BS, Mechanical Engineering

Yinle Xu Yinle Xu Greater Philadelphia Area Details
Yinle Xu's Delaware Investments Experience April 2015 - Present
Job Derivatives Analyst at Delaware Investment
Industry Financial Services
Experience
Drexel University  September 2015 - Present
Delaware Investments   April 2015 - Present
Drexel University  October 2012 - March 2015
JPMorgan Chase  April 2014 - September 2014
Sandvik Mining and Construction Australia Pty Ltd   May 2013 - September 2013
China Minsheng Banking Corp.Ltd  July 2012 - August 2012
China Merchants Bank  May 2011 - July 2011

Skills
Financial Controlling, Investment Banking, Financial Reporting, Investment Strategies, Finance, Banking, Corporate Finance, Marketing, Microsoft Excel, P&L reconciliation, Team Leadership, Microsoft Word, Customer Service, Financial Analysis, Market Research, Outlook, Social Media Marketing, Project Management, Strategic Financial..., International Business..., Marketing Communications, Marketing Management, Communication, Marketing Strategy, Product Marketing, Digital Marketing, HTML, SAP, G/L Reconciliations, Event Planning, Business Objects, Orion, Chinese, Access, English, Microsoft Office, Word, Training, Excel, FX Derivatives, Project Finance, Portfolio Management, Photoshop, Mandarin, PowerPoint, Strategic Planning, Accounting, Social Media

Education
Drexel University   2011 — 2016
Bachelor's Degree, Management Information Systems and Business Analytics

The University of Sheffield   2013 — 2014
Study Abroad

Elliott S. Baron Elliott S. Baron Washington, District Of Columbia Details
Elliott S. Baron's Delaware Investments Experience May 2014 - August 2014
Job Finance Intern at Armstrong Fleming & Moore, Inc.
Industry Investment Management
Experience
Armstrong Fleming and Moore  May 2015 - Present
Wells Fargo Advisors  January 2015 - May 2015
Delaware Investments   May 2014 - August 2014
TargetCW  2014 - 2014
C4ADS  January 2012 - February 2012

Skills
Social Media, Social Networking, Social Media Marketing, Public Relations, Research, Event Planning, Microsoft Office, Politics, Public Speaking, International Relations, Strategic Communications, Budget Monitoring, Public Policy, Event Management, Policy Analysis, Nonprofits, Leadership, Communication, Management, Teamwork

Education
American University   2013 — 2017
Bachelor's degree, International Relations and Affairs

Christa M. (Gutzler) Thomas, M.A. Christa M. (Gutzler) Thomas, M.A. Greater Philadelphia Area Details
Christa M. (Gutzler) Thomas, M.A.'s Delaware Investments Experience November 2013 - Present
Job Digital Marketing Manager at Delaware Investments and freelance writer, editor, proofreader
Industry Marketing and Advertising
Experience
Delaware Investments   November 2013 - Present
InteractMedia, Inc.   April 2012 - Present
Delaware Investments   July 2013 - November 2013
Delaware Investments, a member of the Macquarie Group  August 2010 - July 2013
BlueGlass Interactive, Inc.   May 2010 - January 2011
University of Pennsylvania Health System  April 2009 - April 2010
Philadephia Examiner   May 2009 - September 2009
The Art of Living, Primamedia, Inc.   January 2008 - December 2008
Educational Testing Service  July 2007 - August 2008
Harcum College  September 2007 - May 2008

Skills
Editing, Writing, Proofreading, Research, Web Content, Editorial, Magazines, Social Media, Publications, Copywriting, Copy Editing, Marketing Communications, Creative Writing, Journalism, Content Management, Teaching, Freelance Writing, Email Marketing, Online Marketing, SEO, Marketing Strategy, Web Design, Newsletters, Publishing, Linguistics, ESL, Public Relations, Internal Communications, SEO copywriting, Web Analytics, Press Releases, Podcasting, Audio Editing, Garageband, Web Content Management, Content Strategy

Education
Cornell University - Johnson Graduate School of Management   2015 — 2015

Search Engine Academy of Pennsylvania   2013 — 2013
SEO Essentials Workshop Certification

Drexel University   2010 — 2010
Graduate level coursework, Communications

Arcadia University   2008 — 2010
M.A., English

ViaLingua, Rome, Italy   2003 — 2003
CTOEFL

Loyola University Maryland   1998 — 2002
B.A., Sociology

Merion Mercy Academy   1994 — 1998

Eric Erkis Eric Erkis Greater Philadelphia Area Details
Eric Erkis's Delaware Investments Experience March 2015 - Present
Job Student at Drexel University
Industry Financial Services
Experience
Delaware Investments   March 2015 - Present
The Matworks Co., LLC   June 2013 - August 2013

Skills
Entrepreneurship, Microsoft Office, Project Management, Team Building, Business Strategy, Business Planning, Leadership, Strategic Leadership, Microsoft Word, Microsoft Excel, Social Networking, Teamwork

Education
Drexel University   2013 — 2017

Lafayette College   2011 — 2013

Radnor High School   2007 — 2011

Monica Stone Monica Stone New York, New York Details
Monica Stone's Delaware Investments Experience June 2012 - August 2012
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  May 2014 - Present
Goldman Sachs  June 2013 - August 2013
Delaware Investments   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Derivatives, Fixed Income

Education
Columbia University in the City of New York   2010 — 2014
Bachelor of Arts (B.A.), Financial Economics

Episcopal Academy   2006 — 2010
High School

Roger J. Miller Roger J. Miller Greater Denver Area Details
Roger J. Miller's Delaware Investments Experience 1996 - 2000
Job Portfolio Consultant Institutional
Industry Financial Services
Experience
Invesco PowerShares  May 2015 - Present
Oppenheimer & Co. Inc.   2008 - May 2015
JMP Group  2001 - 2006
Delaware Investments   1996 - 2000

Skills
CFA Level II Candidate., NASD Series 24, 7, 6,..., Series 7, Equities, Series 63, Equity Research, Hedge Funds, Securities, Alternative Investments, Capital Markets, Bloomberg, Investments, Institutional Investors, Fixed Income, Investment Banking, Emerging Markets, Trading

Education
Denison University
Bachelor's degree, Economics

Northfield Mount Hermon School

Kyle Whiteman Kyle Whiteman Greater Philadelphia Area Details
Kyle Whiteman's Delaware Investments Experience September 2013 - Present
Job Staff Attorney at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
Pennsylvania State University, Dickinson School of Law  August 2010 - Present
The Superior Court of Pennsylvania, Judge Paula Ott   May 2012 - August 2012

Skills
Legal Writing, Legal Research

Education
Pennsylvania State University, The Dickinson School of Law   2010 — 2013
Juris Doctorate, Banking, Corporate, Finance, and Securities Law

University of Pennsylvania   2005 — 2009
Bachelor of Science (BS), Political Science and Government

Kyle Janovsky Kyle Janovsky Philadelphia, Pennsylvania Details
Kyle Janovsky's Delaware Investments Experience June 2015 - Present
Job Regional Director at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   June 2015 - Present
Delaware Investments   January 2013 - June 2015
Merrill Lynch  July 2010 - January 2013
Bloomberg LP  September 2009 - January 2010

Skills
Investments, Equities, Wealth Management, Bonds, Bloomberg, Mutual Funds, Financial Services

Education
Villanova University
Master of Business Administration (MBA)

DePaul University
Bachelor's degree, Economics

Dean Chalela Dean Chalela New York, New York Details
Dean Chalela's Delaware Investments Experience September 2009 - March 2010
Job Associate at Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management  April 2015 - Present
Cantor Fitzgerald  August 2012 - April 2015
Drexel University  October 2011 - March 2012
BlackRock  September 2010 - March 2011
Delaware Investments   September 2009 - March 2010
Nuveen Investments  September 2008 - March 2009

Skills
Financial Analysis, Investments, Trading, Securities, VBA, Bonds, Accounting, Financial Services, Microsoft Excel, Banking, Trading Systems, Credit, 2013 Level II CFA..., Credit Risk

Education
Drexel University   2007 — 2012
Bachelor of Science, Business Administration; Finance, Economics

Rosanne Kropp Rosanne Kropp Greater New York City Area Details
Rosanne Kropp's Delaware Investments Experience March 2001 - February 2014
Job SVP, Head of Portfolio Management at Genworth Financial
Industry Financial Services
Experience
Genworth Financial  March 2014 - Present
Delaware Investments   March 2001 - February 2014
Provident Mutual Life Insurance Company  March 1999 - March 2001
Allstate Life Insurance Company  June 1995 - March 1999

Skills
CFA, FSA, Risk Management, Insurance, Asset Allocation, Fixed Income, Asset Management, Asset Managment, Portfolio Management, Mutual Funds, Investments, Investment Strategies

Education
University of Wisconsin-Madison - School of Business   1993 — 1995
BBA, Actuarial Science

Bellarmine University

Alexander Gericke Alexander Gericke Greater Philadelphia Area Details
Alexander Gericke's Delaware Investments Experience March 2014 - Present
Job ExUS Client Services at Delaware Investments
Industry
Experience
Delaware Investments   March 2014 - Present
Long Motor Company   June 2011 - 2013
National Financial Partners  May 2012 - May 2012
Marthas Vineyard Golf Club   June 2010 - August 2010

Skills
Management, Organization, Adaptability, Sales, Motor Vehicle, Leadership, Finance, Employee Benefits, Analysis, Strategy, Insurance, Financial Analysis, Time Management, Investments

Education
Drexel University   2012 — 2017
Business/Commerce, General, Pre - Junior

The Pennington School   2005 — 2012

Geoff Bennett, CFA Geoff Bennett, CFA Charleston, South Carolina Area Details
Geoff Bennett, CFA's Delaware Investments Experience September 2002 - August 2004
Job Owner at Charleston Charter Fishing
Industry Leisure, Travel & Tourism
Experience
Charleston Charter Fishing   January 2009 - Present
Wave Management Company, LLC   April 2005 - December 2008
Delaware Investments   September 2002 - August 2004
Abt Associates  August 2001 - June 2002
Cambridge Associates  July 1998 - May 2001

Skills
Marketing Strategy, Social Media, Public Speaking, Strategic Planning, Public Relations, Social Media Marketing, Marketing, Small Business, Marketing Communications, Strategy, Email Marketing, Business Strategy, Start-ups, New Business Development, Entrepreneurship, Sales, Investments, Management, Customer Service

Education
Colby College   1994 — 1998
BA, Economics, Classics

Andrew Scribner Andrew Scribner Philadelphia, Pennsylvania Details
Andrew Scribner's Delaware Investments Experience December 2014 - January 2015
Job Auditor
Industry Accounting
Experience
Holman Automotive Group  January 2015 - Present
Delaware Investments   December 2014 - January 2015
Specialty Audit Services   August 2013 - July 2014
Rakuten LinkShare Corporation  August 2012 - March 2013
KPMG  October 2011 - January 2012

Skills
Accounting, Auditing, SAP, Microsoft Excel, Invoice Processing, Accpac, Financial Analysis, GAAP

Education
SUNY Binghamton   2006 — 2011
Bachelor of Science (BS), Accounting, 3.2

Molly Belcher Molly Belcher United States Details
Molly Belcher's Delaware Investments Experience August 2014 - Present
Job Junior Trader at Delaware Investments
Industry
Experience
Delaware Investments   August 2014 - Present
First Watch Restaurant  2011 - Present
HOMAGE  May 2013 - August 2013
Buckeye Volleyball   June 2012 - August 2012

Skills
PowerPoint, Conversant in Chinese, Microsoft Excel, Microsoft Office, Leadership, Teamwork

Education
Lafayette College   2010 — 2014
Bachelor of Arts in Mathematics and Economics, Junior

Columbus Academy

Peter Wolk Peter Wolk Greater Philadelphia Area Details
Peter Wolk's Delaware Investments Experience October 2004 - Present
Job
Industry Information Technology and Services
Experience
Delaware Investments   October 2004 - Present
Random Alliance   January 2008 - Present
Lincoln Financial Distributors  May 2002 - October 2004
Lincoln Financial Distributors  March 2002 - July 2002
Internet Pipeline   May 2001 - September 2001

Skills
JavaScript, Web Development, Project Management, Management, PHP, XML, CRM, Microsoft SQL Server, Business Analysis, Leadership, Agile Methodologies

Education
Drexel University   1999 — 2004
Bachelors, Information Science and Technology

Macquarie University   2002 — 2002
Business Administration

Daniel Vogt Daniel Vogt Greater Philadelphia Area Details
Daniel Vogt's Delaware Investments Experience September 2007 - March 2008
Job Legal Assistant at Phelan Hallinan, LLP
Industry Legal Services
Experience
Phelan Hallinan, LLP  January 2010 - Present
Delaware Investments   September 2007 - March 2008
Children's Literacy Initiative  May 2004 - April 2005

Skills
Adobe Design Programs, Adobe Acrobat, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, LPS Desktop, Illustration, Digital Imaging, Graphic Design, Marketing Communications

Education
Drexel University - LeBow College of Business   2006 — 2009
BS, Business Administration

Community College of Philadelphia   1999 — 2004
Associates, Graphic Design

Joseph Miele Jr. Joseph Miele Jr. Greater Philadelphia Area Details
Joseph Miele Jr.'s Delaware Investments Experience 1982 - 1990
Job Enterprise Risk Manager at Vanguard
Industry Financial Services
Experience
Vanguard  September 2013 - Present
DeSales University  January 2012 - Present
Eastern University  2001 - Present
Vanguard  July 2012 - September 2012
The Vanguard Group  2002 - July 2012
Immaculata University  1997 - 2009
Delaware Investments   1982 - 1990

Skills
Six Sigma Certified, Fixed Income, Series 7, Series 24, FINRA, Asset Allocation, Six Sigma, Investments, Trading, Retirement, Mutual Funds, Risk Management, Coaching, Financial Services, Financial Analysis, Leadership Development, Strategic Financial..., Strategic Planning, Retirement Planning, Training, Securities, Insurance

Education
Saint Joseph's University   1991 — 1994
MBA

Drexel University   1977 — 1982
BS, Marketing

Malvern Prep   1973 — 1977

Michael Drennan Michael Drennan Greater Philadelphia Area Details
Michael Drennan's Delaware Investments Experience 1990 - 1996
Job
Industry Financial Services
Experience
MD Consulting  December 2008 - Present
Coho Partners, Ltd.   2006 - 2008
Chadds Ford Partners   January 2001 - February 2005
Symmetrix Inc.  January 1997 - December 2000
Delaware Investments   1990 - 1996

Skills
Start-ups, Business Development, Marketing, Consulting, Series 7, Investments, Asset Managment

Education
Bowdoin College   1973 — 1977
B.A., Visual Arts/ Art History

John Burroughs, St. Louis, MO   1967 — 1973

Daniel Ko Daniel Ko Boston, Massachusetts Details
Daniel Ko's Delaware Investments Experience June 2012 - Present
Job Equity Analyst, Emerging Markets
Industry Investment Management
Experience
Delaware Investments   June 2012 - Present
Putnam Investments  August 2009 - May 2012
JP Morgan  August 2002 - April 2007

Education
Columbia University - Columbia Business School   2007 — 2009
MBA

Brown University   1997 — 2001
A.B., Economics

Yuliya Ostapenko Yuliya Ostapenko Horsham, Pennsylvania Details
Yuliya Ostapenko's Delaware Investments Experience March 2004 - September 2004
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte & Touche LLP  August 2006 - Present
Parente Randolph  March 2005 - August 2005
Delaware Investments   March 2004 - September 2004

Skills
Single Audit, Auditing, Accounting, Financial Statements, IFRS, CPA, Quality Auditing, Internal Controls, Financial Reporting, US GAAP, SEC filings, General Ledger

Education
Drexel University - LeBow College of Business   2003 — 2006
BS

Community College of Philadelphia   2001 — 2003
Associate of Science

Odessa State Environmental University   1996 — 1998
Bachelor of Engineering

Kirovohrad National Technical University   1993 — 1996
transferred to another institution to complete a degree

Andrew Ke, CTP Andrew Ke, CTP Greater Philadelphia Area Details
Andrew Ke, CTP's Delaware Investments Experience August 2001 - February 2003
Job Treasury Director at Navitas Lease Corp.
Industry Financial Services
Experience
Navitas Lease Corp.  May 2015 - Present
Pinnacle Foods Group LLC  June 2013 - May 2015
Philadelphia Energy Solutions, LLC  September 2012 - May 2013
Sunoco, Inc.   July 2010 - September 2012
Sunoco, Inc.   December 2006 - July 2010
Hamilton Lane  February 2003 - December 2006
Delaware Investments   August 2001 - February 2003

Skills
Trust Investments, Treasury Management, Asset Based Finance, Financial Analysis, Corporate Finance, Investments, SAP, Treasury, Cash Flow Forecasting, Cash Management, Finance, Liquidity Management, Financial Reporting, Accounting, Sarbanes-Oxley Act, Hedging, Forecasting, Cash Flow, Credit, Relationship Management, Variance Analysis, Financial Modeling, Risk Management

Education
Drexel University
Bachelor of Science (B.S.), Finance and MIS

Frederick Williams Frederick Williams Greater Philadelphia Area Details
Frederick Williams's Delaware Investments Experience August 2006 - June 2009
Job UX / UI Designer for Creative Circle
Industry Design
Experience
Cadient  February 2015 - March 2015
Voya Financial  December 2014 - February 2015
Bank of America  December 2010 - November 2014
QVC  2010 - 2010
Delaware Investments   August 2006 - June 2009

Skills
Art Direction, Branding & Identity, Marketing Communications, Interactive Marketing, Mobile Interface Design, Interactive Storytelling, Experience Design, Digital Marketing, Information Design, Digital Strategy, User Interface Design, Email Marketing, Adobe Creative Suite, User Experience, Interaction Design, Graphic Design, Web Design, Dreamweaver, HTML, CSS, Wire Framing, User Flows, Wireframes, Axure, OmniGraffle, Visio, Card Sorting, Rapid Prototyping, Typography, Teaching, Nonprofits

Education
Art Institute of Philadelphia   2005 — 2008
Bachelors of Science, Graphic Design

Stephanie Fielding, CFA Stephanie Fielding, CFA Seattle, Washington Details
Stephanie Fielding, CFA's Delaware Investments Experience August 2005 - May 2007
Job Senior Finance Manager Infrastructure at Amazon Web Services
Industry Retail
Experience
Amazon Web Services  August 2014 - Present
Amazon  November 2011 - August 2014
UGI Energy Services, Inc.   January 2011 - October 2011
UGI Corp.   July 2009 - March 2011
MissionPoint Capital Partners  June 2008 - August 2008
Delaware Investments   August 2005 - May 2007
Lincoln Financial Group  2004 - 2005
Delaware Investments   August 2003 - August 2004

Education
Columbia University - Columbia Business School
MBA

Yale University
BA, History

Caleb Tollen Caleb Tollen Greater Philadelphia Area Details
Caleb Tollen's Delaware Investments Experience March 2004 - September 2004
Job Partner at Furniture Solutions & Resources
Industry Furniture
Experience
Furniture Solutions & Resources   January 2013 - Present
Hart Sales   January 2008 - December 2012
Susquehanna International Group  May 2007 - December 2007
Susquehanna International Group  March 2005 - April 2007
Delaware investments   March 2004 - September 2004

Skills
Sales, B2B, Contract Negotiation, New Business Development, Sales Management, Strategic Planning, Furniture, Selling, Marketing, Finance, Project Management, Business Development, Account Management, Sales Presentations, Product Development, Cold Calling, Sales Process, Pricing

Education
Drexel University   2001 — 2006
BS, Finance

Drexel University - LeBow College of Business   2001 — 2006
BS, Finance

Craig Remsen Craig Remsen Charlotte, North Carolina Area Details
Craig Remsen's Delaware Investments Experience August 2000 - October 2007
Job Director Credit Trading at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities, LLC  December 2009 - Present
LoganCircle Partners, LLC   October 2007 - December 2009
Delaware Investments   August 2000 - October 2007
Conseco Capital Management (Now 40/86)   June 1997 - July 2000

Skills
High Yield, Fixed Income Analysis, Fixed Income

Education
DePauw University   1993 — 1997
B.A., Economics

Beth Leube Strock, CFA Beth Leube Strock, CFA Greater Philadelphia Area Details
Beth Leube Strock, CFA's Delaware Investments Experience 1995 - 2000
Job Senior Director at Marlette Funding
Industry Financial Services
Experience
Marlette Funding  2014 - Present
ELS Consulting   2012 - 2014
Barclays  2007 - 2011
RBC Capital Markets  2004 - 2007
FleetBoston Financial  2002 - 2004
Delaware Investments   1995 - 2000

Skills
Mergers, Financial Analysis, Valuation, Financial Modeling, Business Strategy, Credit Cards, Negotiation, Business Development, Mergers & Acquisitions, Strategic Planning, Investment Banking, Corporate Finance, Investments, Banking, Financial Services, Portfolio Management

Education
Carnegie Mellon University - Tepper School of Business   2000 — 2002
MBA

Gettysburg College   1990 — 1994
BA

Springside School

Genevieve Jean-Bart Genevieve Jean-Bart Greater New York City Area Details
Genevieve Jean-Bart's Delaware Investments Experience July 2000 - June 2001
Job Senior Manager U.S. Corporate Giving & Social Impact at Novo Nordisk A/S
Industry Pharmaceuticals
Experience
Novo Nordisk  September 2012 - Present
Novo Nordisk A/S  April 2010 - September 2012
Novo Nordisk  October 2008 - April 2010
Novo Nordisk  June 2006 - October 2008
MERCK & CO. INC.,   June 2005 - December 2005
WOMEN’S WORLD BANKING  June 2004 - June 2005
JP MORGAN CHASE & CO.   June 2001 - December 2003
Delaware Investments   July 2000 - June 2001

Skills
Strategic Corporate..., Social Entrepreneurship, Cause Marketing, Pharmaceutical Industry, Market Research, Marketing, Business Strategy, Business Planning, Project Management, Cross-functional Team..., Brand Management, Financial Services, Budgets, Strategic Planning, Strategy, Pharmaceutical Sales, Marketing Strategy

Education
Columbia University in the City of New York   2013 — 2014
Certifiacte, United Nations Studies

Fordham Gabelli School of Business   2004 — 2006
MBA, Finance and Communications

Temple University - Fox School of Business and Management   1994 — 1999
Bachelor of Business Administration, Dual Major: International Business & Business Law

Andrew Remenschneider Andrew Remenschneider Chicago, Illinois Details
Andrew Remenschneider's Delaware Investments Experience 2005 - 2006
Job Vice President at US Bank
Industry Commercial Real Estate
Experience
US Bank  May 2010 - Present
Park National Bank  November 2007 - May 2010
Credit Suisse / Column Financial   July 2006 - October 2007
Delaware Investments   2005 - 2006

Skills
Loans, Portfolio Management, Real Estate, Mortgage, Restructuring, Mortgage Lending, Credit, Commercial Mortgages, Credit Analysis, Commercial Real Estate, Loan Origination, Underwriting, Real Estate Transactions

Education
Valparaiso University   2000 — 2004
BA, Economics

Concordia high school   1996 — 2000

Anglia Ruskin University

Brendan M. Gill Brendan M. Gill Greater Boston Area Details
Brendan M. Gill's Delaware Investments Experience May 2001 - January 2004
Job Senior Vice President, National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  August 2012 - Present
MFS Investment Management  January 2006 - August 2012
John A. Levin & Co.   January 2004 - January 2006
Delaware Investments   May 2001 - January 2004
Pioneer Investments  May 1994 - May 2001

Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1993
Bachelor of Science (BS), Human Resources Management

Ryan Ciavarelli, CFA, CAIA Ryan Ciavarelli, CFA, CAIA Greater Philadelphia Area Details
Ryan Ciavarelli, CFA, CAIA's Delaware Investments Experience September 2006 - September 2010
Job Municipal Bond Trader at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  September 2010 - Present
Delaware Investments   September 2006 - September 2010
Delaware Investments   June 2005 - September 2006

Skills
Portfolio Management, Mutual Funds, Fixed Income, Bonds, Equities, Bloomberg, Asset Managment, Securities, Investments, Series 7, Wealth Management, Series 63, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Separately Managed...

Education
Arizona State University   2001 — 2005
Bachelor of Science (BS), Marketing

Arizona State University - W. P. Carey School of Business   2001 — 2005
Marketing, Marketing

Drew McEvoy Drew McEvoy Greater Philadelphia Area Details
Drew McEvoy's Delaware Investments Experience October 2004 - August 2011
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  July 2011 - Present
Delaware Investments   October 2004 - August 2011
PFPC, Inc.   April 2002 - September 2004
BearingPoint  November 2000 - March 2002

Skills
Mutual Funds, Asset Managment, Investments, Trading Systems, Project Management, Business Analysis, Risk Management, Financial Services, Vendor Management, Leadership, Strategic Planning

Education
Bucknell University

Mimi Wang Mimi Wang Philadelphia, Pennsylvania Details
Mimi Wang's Delaware Investments Experience July 2007 - Present
Job Vice President and Associate General Counsel
Industry Investment Management
Experience
Delaware Investments   July 2007 - Present

Education
Brown University
B.A.

New York University
M.S.W.

Rutgers University School of Law - Camden
J.D.

Cindy Lindenberg Cindy Lindenberg Greater Philadelphia Area Details
Cindy Lindenberg's Delaware Investments Experience April 1999 - Present
Job Senior Compliance Officer at Delaware Investments
Industry Legal Services
Experience
Delaware Investments   April 1999 - Present
Jennison Associates  February 1995 - August 1998

Education
City University of New York-Brooklyn College   1991 — 1994

SooHee Lee Lim, CFA SooHee Lee Lim, CFA Greater Philadelphia Area Details
SooHee Lee Lim, CFA's Delaware Investments Experience 1996 - 2004
Job Consultant
Industry Financial Services
Experience
SEI  April 2012 - April 2014
Nationwide  May 2007 - March 2012
GARTMORE GLOBAL INVESTMENTS  2004 - 2007
Delaware Investments   1996 - 2004

Education
Colby College   1986 — 1990

Jacqueline Lopez Jacqueline Lopez Greater Philadelphia Area Details
Jacqueline Lopez's Delaware Investments Experience 2000 - 2006
Job Staff Accountant at Resource Securities, Inc.
Industry Investment Management
Experience
Resource Securities, Inc.   2006 - Present
Delaware Investments   2000 - 2006
Delaware Investments   1998 - 2000
United States Army  1997 - 1998
Philadelphia Housing Development Corporation  1996 - 1997
Philadelphia Housing Development Corporation  1996 - 1996

Skills
Accounting, Financial Services, Insurance, Account Reconciliation, Microsoft Excel, Accounts Payable, Analysis, Invoicing, General Ledger, Financial Analysis, Great Plains Software, SAP R/3, ADP ezLaborManager, Ultipro, FRx, Financial Statements, Customer Service, Financial Reporting, Microsoft Dynamics GP, Human Resources

Education
Holy Family University   2012 — 2014
Master of Science (M.S.), Human Resources Management

Drexel University   2002 — 2005
Bachelor of Science (BS), General Studies/ Business Management

Bodine High School For International Affairs   1989 — 1993

Conwell Middle Magnet

Carleen Michalski Carleen Michalski Greater Philadelphia Area Details
Carleen Michalski's Delaware Investments Experience June 2012 - Present
Job Vice President, Product Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   June 2012 - Present
New Century Trust   March 2012 - March 2014
Delaware Investments   October 2005 - June 2012
Delaware Investments   February 2003 - October 2005
Town Sports International  April 2001 - February 2003

Skills
Analysis, Management, Marketing, Financial Services, Equities, Competitive Analysis, Portfolio Management, Email Marketing, Training, Mutual Funds, Alternative Investments, Budgets, Asset Management

Education
Rosemont College   2005 — 2009
M.A., English and Publishing

Cabrini College   1994 — 1998

Bruce Schoenfeld Bruce Schoenfeld Greater Boston Area Details
Bruce Schoenfeld's Delaware Investments Experience November 2006 - Present
Job VP at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   November 2006 - Present
Artha Capital Management  August 2005 - August 2006
La Caisse de dépôt et placement   March 2002 - July 2005
Montgomery Asset Management  January 1999 - October 2001

Education
Columbia University - Columbia Business School   1996 — 1997
MBA, Finance

The London School of Economics and Political Science (LSE)   1988 — 1989
MA, International History

Clark University   1983 — 1987
BA, History

Leknauth Angad Leknauth Angad Greater New York City Area Details
Leknauth Angad's Delaware Investments Experience September 2003 - March 2004
Job Consultant at Self Employed Independent Consultant
Industry Financial Services
Experience
Validity, Inc   May 2011 - Present
InternetEvolution.com/UBM TechWeb   February 2010 - October 2012
Cigna  June 2005 - October 2009
Delaware Investments   September 2003 - March 2004
Northport, LLC   September 2001 - March 2002

Skills
Finance, Financial Services, Insurance, Mutual Funds, Research, Financial Analysis, Bloomberg, Business Analysis, Financial Modeling, Data Analysis, Investments, Financial Reporting, Risk Management, Due Diligence, Outlook, Process Improvement, Management, Access

Education
Drexel University   2000 — 2005
Bachelor of Science (BS), Economics

Drexel University - College of Business and Administration   2000 — 2005
Bachelor of Science (BS), Business Administration, Finance

Vivian Warren Vivian Warren Greater Philadelphia Area Details
Vivian Warren's Delaware Investments Experience March 2000 - September 2010
Job IT Governance Analyst at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management  February 2014 - Present
Brandywine Global  May 2012 - January 2014
Irving Magee Investment Management LLC   October 2010 - February 2012
Delaware Investments   March 2000 - September 2010
Jevic Transportation  1995 - 2000
Long Realty Company  1995 - 1996
Green Chimneys Children's Services  1994 - 1995
United States Air Force  1981 - 1994

Skills
Word, Excel, Administration, Spreadsheets, PowerPoint, Outlook, Organizing Meetings, Microsoft Excel, Event Planning, Office Management, Management, Marketing, Program Management, Software Documentation

Education
AMA Seminar   2012 — 2012

Copper Mountain Community College   1992 — 1994
General Studies

Community College of the Air Force   1981 — 1991
Meteorology/Office Management

Bryan Bell Bryan Bell Greater Philadelphia Area Details
Bryan Bell's Delaware Investments Experience June 2000 - March 2004
Job Infrastructure Delivery Manager at International SOS
Industry International Affairs
Experience
International SOS  May 2011 - Present
MEDecision  March 2004 - May 2011
Delaware Investments   June 2000 - March 2004
Orthovita  June 1999 - June 2000
Inacom Information Systems  1997 - 1999

Skills
VMware, Active Directory, Microsoft Exchange, Disaster Recovery, Virtualization, Troubleshooting, Security, Windows Server, Servers, Data Center, Software Documentation, Integration, Databases, System Administration, IT Management, Infrastructure, Visio, ITIL, Vendor Management

Education
Cabrini College   1991 — 1995
Bachelor of Arts (BA), English/Communications

Peter Burchfield Peter Burchfield Greater Philadelphia Area Details
Peter Burchfield's Delaware Investments Experience 1994 - 2002
Job Institutional Director at Navellier
Industry Investment Management
Experience
Navellier   July 2002 - Present
Delaware Investments   1994 - 2002
Federated Investors, Inc.   1983 - 1994

Education
Allegheny College   1977 — 1981
Economics

Sean Preston Sean Preston Charlotte, North Carolina Area Details
Sean Preston's Delaware Investments Experience June 2014 - Present
Job Regional Director, Delaware Investments, mbr. of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   June 2014 - Present
The Hartford Mutual Funds  July 2005 - May 2014
susquehanna  2001 - 2004
herzog heine geduld  January 1998 - January 2001

Skills
Series 63, Series 7, Investments, Mutual Funds, Asset Allocation, Asset Management, Equities, Fixed Income, Trading, Alternative Investments, ETFs, Series 6, Wealth Management

Education
Bloomsburg University of Pennsylvania   1993 — 1997

St Joseph's Prep

Chris Cirino Chris Cirino Charlotte, North Carolina Area Details
Chris Cirino's Delaware Investments Experience October 2004 - December 2006
Job Fixed Income Trader at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services  January 2007 - Present
Delaware Investments   October 2004 - December 2006
Rorer Asset Management  September 1996 - October 2004

Skills
Structured Products, Municipal Bonds, Government Bonds, Bloomberg, Microsoft Excel, Employee Training

Education
Cabrini College   1989 — 1993
Bachelor of Science (BS), Finance, General

Anthony Scarnato Anthony Scarnato Philadelphia, Pennsylvania Details
Anthony Scarnato's Delaware Investments Experience April 2005 - Present
Job AVP Senior Marketing Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   April 2005 - Present
McCann Erickson  November 2003 - February 2005
Universal McCann  May 2002 - November 2003
Salomon Smith Barney  May 1999 - May 2002

Skills
Digital Marketing, Marketing Communications, Marketing, Account Management, Financial Services, Investments, Project Management, Marketing Strategy, Marketing Management, Team Building, CRM, Direct Marketing

Education
Drexel University
Master of Business Administration (MBA), Marketing

Rutgers, The State University of New Jersey-Newark   1995 — 1999
Bachelor of Science, Finance

Brett Floyd Brett Floyd Dallas/Fort Worth Area Details
Brett Floyd's Delaware Investments Experience February 2014 - Present
Job Regional Director at Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   February 2014 - Present
Delaware Investments, a member of the Macquarie Group  February 2011 - February 2014
Vanguard  November 2009 - December 2010
Raymond James Financial Inc.  May 2006 - April 2009

Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning

Education
Pennsylvania State University-Smeal College of Business   2010 — 2013
MBA, Finance

Clemson University - College of Business and Behavioral Science   1998 — 2002
Bachelor of Science, Business Management

Jan Trembley Jan Trembley Greater Philadelphia Area Details
Jan Trembley's Delaware Investments Experience November 2013 - Present
Job Contract copyeditor and Freelancer at Delaware Investments
Industry Writing and Editing
Experience
Delaware Investments   November 2013 - Present
Self  January 2012 - Present
Tyler Arboretum  January 2012 - June 2013
Bryn Mawr College  November 1989 - 2011
Princeton Alumni Weekly (PAW) magazine   2000 - 2005
BRYN MAWR COLLEGE, Bryn Mawr, PA1998   January 1998 - May 1998
Daily Local News (Journal Register Company), West Chester, PA circulation 40,000   April 1982 - November 1989
West Chester University  September 1982 - June 1984
PRINCETON UNIVERSITY, Princeton, NJ   September 1979 - December 1980

Skills
Editing, Writing, Publications, Research, Teaching, Arts, Magazines, Books, Editorial, Campus, English, Art, Publishing, Proofreading, Photography, Facebook, Journalism, Storytelling, Copy Editing, Creative Writing, Literature, Copywriting, Blogging, Public Speaking, InDesign, Fundraising, Interviews, Newsletters, Press Releases, Freelance Writing, Content Development, Feature Articles

Education
Princeton University   1976 — 1981
PhD, Classics and Comparative Literature

American School of Classical Studies at Athens   1980 — 1980
Summer Institute, archaeology

Bryn Mawr College   1971 — 1976
A.B., Latin and Greek, magna cum laude

Brian T. Hannon Brian T. Hannon Greater Philadelphia Area Details
Brian T. Hannon's Delaware Investments Experience 1997 - 2006
Job President, Qubit Investments, LLC
Industry Investment Management
Experience
Sturdivant & Co   April 2013 - Present
Qubit Investments, LLC   2006 - Present
Delaware Investments   1997 - 2006
ASB Capital Management  1995 - 1997
DuPont Pension Fund   1992 - 1995
DuPont  1982 - 1992

Skills
Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Securities

Education
Carnegie Mellon University   1979 — 1982
Bachelor of Science (BS), Chemical Engineering and Economics

Marva Jernigan Marva Jernigan Greater Philadelphia Area Details
Marva Jernigan's Delaware Investments Experience April 1988 - October 2004
Job Plan Account Manager I at Benefits Consultants Group (BCG)
Industry Financial Services
Experience
Benefit Consultants Group  June 2015 - Present
Benefits Consultants Group (BCG)   November 2012 - Present
Open Solutions  January 2009 - March 2012
Sea Gull Lighting LLC   September 2007 - December 2008
SEI Private Trust Company  November 2004 - May 2007
Delaware Investments   April 1988 - October 2004
Marva L. Jernigan   April 1988 - October 2004
Delaware Investments   January 1988 - January 2004

Skills
Microsoft Word, Management, Business Development, Customer Service, Financial Services, Leadership, Team Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Banking, Mutual Funds, Account Reconciliation, Retirement Planning, Analysis, Sales, Training, Marketing, Financial Analysis, Process Improvement, Time Management, Outlook

Education
DeVry University   2010 — 2014
Business Management/Human Resource Management, Business Management/Compliance

Mercer County Community College   1984 — 1985

DeVry University

Mercer County Community College

Tina Konrath Tina Konrath Fort Wayne, Indiana Area Details
Tina Konrath's Delaware Investments Experience January 1992 - June 2009
Job Senior Real Estate Asset Manager at Ambassador Enterprises, LLC
Industry Real Estate
Experience
Ambassador Enterprises, LLC  March 2013 - Present
Sperry Van Ness Parke Group  October 2011 - October 2012
Holladay Properties  October 2010 - October 2011
DELAWARE INVESTMENTS   January 1992 - June 2009
LINCOLN NATIONAL CORPORATION  January 1986 - January 1992

Skills
CCIM, Property Management, Lease Administration, Leases, Real Estate, Commercial Real Estate, Disposition, Real Estate Development, Real Estate Transactions, Location Intelligence, Investment Properties, Real Estate Economics, Residential Homes, Tenant

Education
Ball State University - College of Business   1980 — 1983
BS, Accounting

Kimberly Reddy Kimberly Reddy Greater Philadelphia Area Details
Kimberly Reddy's Delaware Investments Experience June 2008 - December 2010
Job RFP Specialist at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  January 2011 - Present
Delaware Investments   June 2008 - December 2010
Delaware Investments   November 2007 - June 2008
Drexel University  September 2005 - October 2007

Skills
Series 7, Investments, Series 63, Quality Assurance, Mutual Funds, Financial Services, Microsoft Excel, Microsoft Office

Education
Drexel University   2002 — 2007
Bachelor of Science, Business Administration; Marketing

Corey Mayo Corey Mayo Greater Philadelphia Area Details
Corey Mayo's Delaware Investments Experience September 2007 - August 2010
Job Business Development Associate at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management  December 2014 - Present
DuPont Capital Management  December 2011 - Present
Urdang Capital Management  August 2010 - November 2011
Delaware Investments   September 2007 - August 2010
Delaware Investments   September 2006 - September 2007
Delaware Investments   November 2005 - September 2006

Skills
Asset Management, Equities, Fixed Income, RFP, Databases, Client Services, Institutional Marketing, Mutual Funds, Series 7, Series 63, Private Equity, Investments

Education
Drexel University   2012 — 2014
Master of Business Administration (M.B.A.)

Bucknell University   2001 — 2005
Bachelor of Science in Business Administration

Zach Bauer Zach Bauer Greater Philadelphia Area Details
Zach Bauer's Delaware Investments Experience June 2006 - October 2007
Job Senior Analyst at Logan Circle Partners, Fortress Investment Group
Industry Investment Management
Experience
Logan Circle Partners, Fortress Investment Group   February 2010 - Present
Logan Circle Partners  November 2007 - February 2010
Delaware Investments   June 2006 - October 2007
Lincoln Financial Group  July 2004 - June 2006

Skills
Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., High Yield, High Yield Bonds, Distressed Debt, Investment Management, High Grade, Equity Research, Investment Valuation, Valuation Modeling, DCF Valuation, Company Valuation, Credit Analysis, Credit Derivatives, Qualitative Research, Quantitative Research, Enterprise Valuation, Relative Value, Relative Value Trading, Total Return, Return on Investment, Consumer Products, Gaming Industry, Casino Gaming, Food & Beverage, Consumer, Research, Restaurants, Retail, Lodging, Leisure Industry, Tobacco Industry

Education
Cornell University   2000 — 2004
BS, Applied Economics & Management (Charles H. Dyson School)

CFA Institute
CFA Charterholder

Douglas Glennon, CIMA® Douglas Glennon, CIMA® Naples, Florida Area Details
Douglas Glennon, CIMA®'s Delaware Investments Experience March 1986 - April 2000
Job Vice President, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  April 2014 - Present
Astor Investment Management  December 2012 - March 2014
Alternative Wholesaling Group   August 2008 - December 2012
ING Funds Distributor, LLC   October 2007 - July 2008
Alliannz Life Financial Services   March 2007 - October 2007
Old Mutual Investment Partners  September 2004 - March 2007
Transamerica Capital  October 2002 - September 2004
GE Financial  April 2000 - October 2002
Delaware Investments   March 1986 - April 2000

Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs

Education
Drake University
Bachelor of Science, Business Administration

University of Pennsylvania - The Wharton School
IMCA: CIMA® Program

Jeffrey Fasino Jeffrey Fasino Greater Philadelphia Area Details
Jeffrey Fasino's Delaware Investments Experience March 2007 - May 2009
Job Manager Institutional Marketing at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management  June 2012 - Present
DuPont Capital Management  June 2009 - June 2012
Delaware Investments   March 2007 - May 2009
Delaware Investments   October 2005 - March 2007

Skills
Institutional Marketing, Client Service, RFP preparation, Mutual Funds, Management, International Equities, Equities, Fixed Income, Marketing, Marketing Communications, CRM, Marketing Strategy, Finance, Client Services

Education
Eastern University   2012 — 2014
Master of Business Administration (MBA), Management

Drexel University   1999 — 2003
BS, Business Administration, Concentrations in Finance and Marketing

Alexandra Parson Alexandra Parson Philadelphia, Pennsylvania Details
Alexandra Parson's Delaware Investments Experience September 2000 - March 2003
Job VP Institutional Client Service at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group  March 2003 - Present
Delaware Investments   September 2000 - March 2003

Skills
Client Services, Financial Services, Asset Management, Mutual Funds, Securities, Insurance, Business Relationship..., Creative Solutions, CRM

Education
Butler University   1997 — 2000
MBA, Finance

Grinnell College   1992 — 1996
BS, Anthropology

Ellen Krott Hummel Ellen Krott Hummel Greater Philadelphia Area Details
Ellen Krott Hummel's Delaware Investments Experience 1987 - 2001
Job Owner, Ellen Krott Hummel Communications
Industry Writing and Editing
Experience
Ellen Krott Hummel Communications   Vice President/MarketingDelaware Investments1987 - 2001
Lincoln Financial Distributors/Delaware Investments   1987 - 2001
Delaware Investments   1987 - 2001

Education
Columbia College (NY)   1983 — 1987
BA

Dennis Mulligan Dennis Mulligan Greater Philadelphia Area Details
Dennis Mulligan's Delaware Investments Experience 2001 - 2004
Job Director Portfolio Compliance at BlackRock
Industry Investment Management
Experience
BlackRock  March 2014 - Present
BlackRock  November 2004 - Present
Delaware Investments   2001 - 2004
PFPC  1993 - 2000
PFPC  September 1993 - September 1998
Ernst & Youlng LLP   1997 - 1998
Ernst & Young LLP  1997 - 1998

Skills
Equities, Mutual Funds, Fund Accounting, Financial Reporting, SEC filings

Education
DeSales University   1988 — 1992
BS, Accounting

David Hillmeyer, CFA David Hillmeyer, CFA Greater Philadelphia Area Details
David Hillmeyer, CFA's Delaware Investments Experience August 2007 - Present
Job Senior Portfolio Manager of fixed income products at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   August 2007 - Present
Delaware Investments   August 2007 - Present
Harftford Investment Management Co   1996 - 2007
Shawmut National Bank  1988 - 1995

Skills
Derivatives, Portfolio Management, Credit Derivatives, Trading, Investment Strategies, Investments, Credit, Asset Allocation, Banking, Emerging Markets, Mutual Funds

Education
Colorado State University
Bachelors

Carla Lewis Carla Lewis Greater Philadelphia Area Details
Carla Lewis's Delaware Investments Experience 1997 - 2000
Job Vice President, Account Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company  April 2010 - Present
Morgan Stanley Investment Management  2000 - 2009
Delaware Investments   1997 - 2000
Federated Department Stores  1995 - 1997
SEI  1994 - 1995

Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts

Education
Boston College   1990 — 1994
BS, Finance and Marketing

Keith Birkhaeuser Keith Birkhaeuser Greater Boston Area Details
Keith Birkhaeuser's Delaware Investments Experience December 2014 - Present
Job VP, Institutional Sales & Consultant Relations at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   December 2014 - Present
UBS Investment Bank  March 2000 - May 2014
Tucker Anthony  October 1997 - March 2000
Sanford C. Bernstein, & Co., Inc.   February 1997 - October 1997
Deloitte & Touche Consulting Group  August 1994 - January 1997
General Electric Company (GE)   June 1990 - September 1992
General Electric Company (GE)   January 1989 - June 1990
General Electric Company (GE)   June 1987 - January 1989

Skills
Derivatives, Capital Markets, Equities, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Equity Research, Investment Banking, Bloomberg, Strategy, Series 63, Finance, Leadership, Portfolio Management, Emerging Markets, Securities

Education
The University of Chicago Booth School of Business   1992 — 1994
MBA, Finance, International Business

Colby College   1983 — 1987
BA, Economics, Spanish

Christopher Nenno Christopher Nenno Washington, District Of Columbia Details
Christopher Nenno's Delaware Investments Experience June 2005 - August 2005
Job Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP  September 2012 - Present
U.S. Attorney's Office: Northern District of New York   August 2011 - May 2012
Sullivan & Cromwell LLP  May 2011 - August 2011
United States District Court for the District of New Jersey  June 2010 - August 2010
Partnership for Public Service  August 2008 - August 2009
House of Commons  June 2007 - August 2007
Delaware Investments   June 2005 - August 2005

Education
Cornell Law School   2009 — 2012
J.D.

Princeton University   2004 — 2008
A.B., History

Dinah Huntoon Dinah Huntoon Greater New York City Area Details
Dinah Huntoon's Delaware Investments Experience 1993 - 2002
Job Marketing at Bloomberg
Industry Financial Services
Experience
Bloomberg  January 2011 - Present
Bloomberg  April 2010 - January 2011
AllianceBernstein  2002 - 2008
Delaware Investments   1993 - 2002
Bell Atlantic  1990 - 1993
Wertheim & Co, Inc.   1986 - 1987
Oppenheimer & Co.   1985 - 1986

Education
Columbia University - Columbia Business School   1987 — 1989
MBA, Marketing and Finance

University of Pennsylvania
BA, History with Minor in Spanish

Frank LaTorraca Frank LaTorraca United States Details
Frank LaTorraca's Delaware Investments Experience March 2006 - Present
Job Vice President at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   March 2006 - Present
Banc of America Securities  March 2000 - February 2006
GE Capital  March 1997 - March 2000
Ford Motor Credit Company  July 1995 - March 1997

Education
University of Illinois at Urbana-Champaign - College of Business   1993 — 1995
MBA, Finance and Accounting

Boston College   1986 — 1990
MA, Psychology

Loyola Academy

Darryl Grayson Darryl Grayson Greater Philadelphia Area Details
Darryl Grayson's Delaware Investments Experience 1997 - 2001
Job Director of Client Relations and Business Development
Industry Financial Services
Experience
ACR-Alpine Capital Research   November 2009 - Present
Wilmington Trust  2006 - March 2009
Gabelli Asset Management  August 2003 - June 2006
M&T Bank  2001 - 2003
Delaware Investments   1997 - 2001
Bankers Trust  1995 - 1997
Oppenheimer Capital  1992 - 1997
Citibank  1985 - 1987

Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy

Education
Binghamton University   1979 — 1983
ba, history

Fordham Gabelli School of Business

Stephen Good Stephen Good Greater Philadelphia Area Details
Stephen Good's Delaware Investments Experience 2002 - 2003
Job Consultant at LiquidHub
Industry Information Technology and Services
Experience
LiquidHub  July 2015 - Present
TEKsystems  December 2014 - June 2015
BDP International  May 2007 - June 2014
Biztech  2006 - 2007
Penske Truck Leasing  2005 - 2006
ProActive Staffing Strategies   2004 - 2005
Merck  2003 - 2004
Delaware Investments   2002 - 2003

Skills
XML, Java, SQL, Microsoft SQL Server, Oracle, PL/SQL, Web Services, JavaScript, MySQL, Requirements Analysis, Integration, Databases, Linux, jQuery, Unix, Software Project..., PHP, HTML, CSS, Database Design, Java Enterprise Edition, Spring, Hibernate

Education
Millersville University of Pennsylvania   1980 — 1983
BS, Computer Science

Albright College   1978 — 1979

Dolores Astuto Dolores Astuto Greater Philadelphia Area Details
Dolores Astuto's Delaware Investments Experience February 1998 - November 1998
Job Supervisor
Industry Financial Services
Experience
Bank of New York MellonKing of Prussia, PA   November 1998 - Present
BNY Mellon (formerly PFPC and PNC GIS)   November 1998 - Present
Delaware Investments   February 1998 - November 1998
Vanguard Group  February 1993 - January 1998
Vanguard Group  August 1991 - February 1993

Skills
Analysis, Financial Reporting, Customer Service, Call Center, Microsoft Office, Financial Statements

Education
Cabrini College   1985 — 1989
B.S., Human Services and Human Resources Management

Christine McMurtrie Stella Christine McMurtrie Stella Greater Philadelphia Area Details
Christine McMurtrie Stella's Delaware Investments Experience March 1990 - October 1998
Job BDS Project Support Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2013 - Present
State Street  December 2009 - June 2013
Morgan Stanley Investment Management  October 1998 - November 2009
Delaware Investments   March 1990 - October 1998

Education
Cabrini College   1985 — 1989
B.S., Accounting

LaMara T. Russell LaMara T. Russell Greater New York City Area Details
LaMara T. Russell's Delaware Investments Experience September 2008 - August 2009
Job Analyst
Industry Defense & Space
Experience
Sikorsky Aircraft  September 2013 - Present
Quest Global Engineering / Pratt & Whitney   June 2011 - August 2013
Delaware Investments   September 2008 - August 2009
Lincoln Financial Group  August 2007 - August 2008

Skills
Analysis, Asset Management, Business Analysis, Asset Managment, Cross-functional Team..., Data Analysis, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Mutual Funds, Nonprofits, Process Improvement, Program Management, Project Management, Project Planning, Risk Assessment, Risk Management, Strategic Planning, Strategy

Education
Albertus Magnus College   2011 — 2013
Masters of Business Administration, Business, 4.0

Temple University   2005 — 2007
B.B.A, Finance, Real Estate

Iyohn Stokes Iyohn Stokes Greater Philadelphia Area Details
Iyohn Stokes's Delaware Investments Experience April 2007 - June 2009
Job Experienced Finance & Accounting Manager
Industry Investment Banking
Experience
Sears Holdings Corporation (SRAC)   June 2009 - May 2015
Delaware Investments   April 2007 - June 2009
Pepco Holdings, Inc.   December 2005 - April 2007
MBNA  September 1999 - December 2005
JP Morgan Chase  September 1996 - February 1999

Skills
Accounting, Financial Analysis, Forecasting, Financial Modeling, Internal Controls, Access, Account Reconciliation, Financial Statements, Leadership, Finance, Risk Management, Analysis

Education
Wilmington University   2002 — 2004
MBA, Management

Delaware State University   1991 — 1995
Bachelor of Science, Accounting

Daniel Cedrone Daniel Cedrone Greater Boston Area Details
Daniel Cedrone's Delaware Investments Experience June 2009 - October 2009
Job Analyst at FactSet StreetAccount
Industry Investment Management
Experience
FactSet StreetAccount   January 2010 - Present
Delaware Investments   June 2009 - October 2009
MSC Industrial Supply  May 2007 - June 2009
ADP  February 2002 - May 2007

Skills
Microsoft Excel, Valuation, Investments, Financial Analysis, Equity Research, Financial Modeling, Equities, Bloomberg, Capital Markets, Investment Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2009
MBA

Northeastern University   1997 — 2000
BA, Political Science

University of Vermont   1995 — 1997

Kwanita Williams-Holt Kwanita Williams-Holt Greater Philadelphia Area Details
Kwanita Williams-Holt's Delaware Investments Experience January 2001 - August 2002
Job English Teacher at School District of Philadelphia
Industry Education Management
Experience
Philadelphia School District  2007 - Present
Imhotep Institute Charter School   September 2006 - June 2007
St. Joseph's University   September 2002 - August 2006
The Princeton Review  September 2002 - June 2006
Delaware Investments   January 2001 - August 2002

Skills
Classroom Management, Lesson Planning, Differentiated..., Classroom, Literacy, Curriculum Design, Public Speaking, Educational Leadership, Tutoring, Program Development, Student Affairs, Teaching, Staff Development, Social Studies, Teacher Training, Higher Education, Educational Consulting, K-12, Educational Technology, ESL, Instructional Technology, Curriculum Development, Instructional Design, Nonprofits, Secondary Education, International Education, Admissions, Adult Education, Grant Writing

Education
Saint Joseph's University   2002 — 2006
Master of Education (MEd), Educational Leadership and Administration, General

LaSalle University   1998 — 2000
Bachelor of Arts (BA), English

Community College of Philadelphia   1998 — 2000
Associate of Arts and Sciences (AAS), Paralegal Studies

Jason Stepanik, CIMA Jason Stepanik, CIMA Houston, Texas Area Details
Jason Stepanik, CIMA's Delaware Investments Experience September 2013 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
Invesco Ltd.  November 1999 - September 2013
Ameriprise Financial Services, Inc.   May 1997 - November 1999

Skills
Mutual Funds, ETFs, Series 63, Alternative Investments, Series 7, SMA's

Education
Baylor University
BBA, Economics, Statistics

Victoria Lepore Victoria Lepore Greater Philadelphia Area Details
Victoria Lepore's Delaware Investments Experience September 2013 - Present
Job at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
BNY Mellon  July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group  February 2008 - July 2011

Skills
Mutual Funds, Series 63, Project Management, Customer Service

Education
Arcadia University   2003 — 2005
Communications

St. Hubert's High School   1999 — 2003
Diploma

Penn State University

Juan D'Angelo Juan D'Angelo Greater Philadelphia Area Details
Juan D'Angelo's Delaware Investments Experience April 2006 - September 2006
Job Senior Manager, Government Pricing and Contracts
Industry Pharmaceuticals
Experience
Auxilium Pharmaceuticals, Inc.   May 2014 - Present
CIS by Deloitte  January 2013 - May 2014
Merck  April 2011 - December 2012
Teva Pharmaceuticals  July 2009 - March 2011
Teva Pharmaceuticals  October 2008 - July 2009
Teva Pharmaceuticals  May 2008 - September 2008
Delaware Investments   April 2006 - September 2006

Skills
Pricing, Access, Microsoft Excel, Process Improvement, Excel, Microsoft Office, Account Reconciliation, Program Management, Government Pricing, PowerPoint, Financial Analysis, Chargebacks, Contract Analytics, Oracle Reports, Budgets, Pharmaceutical Industry, Analysis, Leadership, Management, Cross-functional Team..., Impact Analysis, Managed Care

Education
Delaware Valley College   2011 — 2012
Master of Business Administration, Accounting

Drexel University   2003 — 2007
Bachelor of Science, Business Administration

Sisy Wang Sisy Wang New York, New York Details
Sisy Wang's Delaware Investments Experience July 2010 - June 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Delaware Investments   July 2010 - June 2014
Root Cause  July 2009 - September 2009
Ivy Insiders  April 2008 - August 2008

Skills
Chinese

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Dartmouth College   2006 — 2010
BA, Government; Asian and Middle Eastern Studies

Thomas Jefferson High School for Science and Technology

Shaun McGorry Shaun McGorry Philadelphia, Pennsylvania Details
Shaun McGorry's Delaware Investments Experience February 2005 - March 2007
Job Corporate Actions Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2014 - Present
BNY Mellon  June 2008 - March 2014
BNY Mellon  March 2007 - June 2008
Delaware Investments   February 2005 - March 2007

Skills
Mutual Funds

Education
42
MBS, Information Systems Management

Holy Family University
BA, Accounting

Alex Slavutsky Alex Slavutsky Greater Philadelphia Area Details
Alex Slavutsky's Delaware Investments Experience September 1991 - August 2005
Job IT Operations Manager at Delaware Investments/Macquarie
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  May 2009 - Present
Lincoln Financial Group - Delaware Investments   July 2005 - May 2009
Delaware Investments   September 1991 - August 2005
Thosani Inc.   June 1988 - September 1991

Skills
Incident Management, Change Management, Operational Risk..., Team Management, Business Recovery..., Actuate Reporting, SQL, SharePoint, COBOL, CPG, RPG II, Sybase, Microsoft SQL Server, IBM Mainframe, JCL, SDLC, Leadership, Integration, Disaster Recovery, Business Analysis, Requirements Analysis

Education
Penn State University   2000 — 2002
Master of Science (MS), Management Information Systems, General

Bellarmine University   1983 — 1987
Bachelor of Arts (B.A.), Computer Science

Chanda McCard-Jackson Chanda McCard-Jackson Glenside, Pennsylvania Details
Chanda McCard-Jackson's Delaware Investments Experience November 2006 - October 2008
Job Institutional Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon  November 2006 - Present
BNY Mellon  November 2006 - Present
Delaware Investments   November 2006 - October 2008
SEI  January 2005 - October 2006
State Street  January 2001 - December 2004
Merrill Lynch  June 1999 - December 2000

Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint

Education
Saint Joseph's University   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General

Cabrini College
Bachelor's degree, Accounting and Finance

Andrew Kronschnabel Andrew Kronschnabel Greater Philadelphia Area Details
Andrew Kronschnabel's Delaware Investments Experience September 2000 - October 2007
Job MD at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  October 2007 - Present
Delaware Investments   September 2000 - October 2007

Skills
Fixed Income, Alternative Investments

Education
Colorado College   1996 — 2000

Aiden Redmond Aiden Redmond Princeton, New Jersey Details
Aiden Redmond's Delaware Investments Experience April 2011 - June 2014
Job Managing Director Head of Institutional Distribution at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  June 2014 - Present
Delaware Investments   April 2011 - June 2014
BlackRock  September 2006 - April 2011

Education
Boston College

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