Delaware Investments
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Delaware Investments July 2007 - Present
Education
Brown University
B.A.
New York University
M.S.W.
Rutgers University School of Law - Camden
J.D.
Delaware Investments April 1999 - Present
Jennison Associates February 1995 - August 1998
Education
City University of New York-Brooklyn College 1991 — 1994
SEI April 2012 - April 2014
Nationwide May 2007 - March 2012
GARTMORE GLOBAL INVESTMENTS 2004 - 2007
Delaware Investments 1996 - 2004
Education
Colby College 1986 — 1990
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
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
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
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
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
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
Navellier July 2002 - Present
Delaware Investments 1994 - 2002
Federated Investors, Inc. 1983 - 1994
Education
Allegheny College 1977 — 1981
Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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 Communications Vice President/MarketingDelaware Investments1987 - 2001
Lincoln Financial Distributors/Delaware Investments 1987 - 2001
Delaware Investments 1987 - 2001
Education
Columbia College (NY) 1983 — 1987
BA
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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MBS, Information Systems Management
Holy Family University
BA, Accounting
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
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
Logan Circle Partners October 2007 - Present
Delaware Investments September 2000 - October 2007
Skills
Fixed Income, Alternative Investments
Education
Colorado College 1996 — 2000
Morgan Stanley Investment Management June 2014 - Present
Delaware Investments April 2011 - June 2014
BlackRock September 2006 - April 2011
Education
Boston College