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
BMGI Group February 2014 - July 2015
Rainier Investment Management August 2012 - November 2013
State Street December 2009 - June 2012
Morgan Stanley April 2005 - November 2009
Delaware Investments November 1997 - March 2005
Skills
Fixed Income, Mutual Funds, Portfolio Management, Bloomberg, Process Improvement, Institutional Portfolio..., Client Relationships, Client Reporting and..., Microsoft Office, Investment Accounting, Portfolio Performance..., Cash Management, International Trade..., Derivative, Review Reconciliation..., Asset Rebalancing, Vendor Oversight and..., Charles River Trading..., Project Coordination, Team Leadership, Soft Dollar Management, Custodian Relationship, System Conversion, Blackrock Aladdin, Derivatives, Customer Service
Education
Drexel University - LeBow College of Business
MBA
Princeton Theological Seminary September 2012 - Present
D. E. Shaw group January 2006 - February 2010
D. E. Shaw & Co. January 2006 - February 2010
Lighthouse Partners January 1999 - June 2005
Delaware Investments March 1996 - December 1998
Centre Re Investment Management February 1995 - March 1996
Prudential Securities Consulting Group November 1990 - June 1994
Julius Bear Investment Management 1988 - 1990
J P Morgan Investment Management 1987 - 1989
Kidder Peabody 1984 - 1986
Skills
Fixed Income, Structured Products, Investor Relations, Mergers & Acquisitions, Currency, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Private Equity, Asset Management, Capital Markets, Portfolio Management, Investments, Derivatives
Education
Smith College 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Harvard College 1982 — 1983
Princeton Theological Seminary
Baker Tilly Virchow Krause, LLP September 2013 - September 2015
Ann's Choice, An Erickson October 2004 - May 2013
Delaware Investments September 2010 - March 2011
Cozen O'Connor September 2009 - March 2010
Skills
Accounting, Microsoft Office, Microsoft Excel, Financial Statements, Financial Analysis, Analysis, Account Reconciliation, Microsoft Word, Financial Reporting, General Ledger, Finance, PowerPoint
Education
Drexel University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Delaware Investments April 2014 - Present
Delaware Investments, a member of the Macquarie Group 2001 - March 2014
Lincoln Financial Group 2001 - 2009
Verizon 1995 - 2000
Sharp Electronics 1992 - 1995
Skills
Separately Managed..., Series 65, Asset Management, Series 7, Retirement Planning, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Wealth Management, Series 6
Education
Furman University 1988 — 1992
MA, History, accounting
Investment Fiduciary Le January 2011 - Present
Roland Criss June 2009 - Present
SLY ENTERPRISES, LLC January 2005 - Present
MEMBER FIRM, M FINANCIAL January 2002 - January 2004
CHEMDOMAIN, INC. January 2000 - December 2001
DELAWARE INVESTMENTS June 1999 - June 2000
ROHM AND HAAS COMPANY May 1993 - June 1999
Skills
Alternative Investments, Investments, Financial Modeling, Strategic Financial..., Business Strategy, Management Consulting, Strategic Partnerships, Business Planning, Strategy, Investment Strategies, Management, Due Diligence, CRM, Leadership, New Business Development, Start-ups, Negotiation, High Net Worth..., Retirement Planning, Marketing, Business Development, Strategic Planning, Marketing Strategy, Nonprofits, Non-profit Leadership, Non-profit Board..., Stewardship, Leadership Development
Education
Ivey Business School at Western University 1991 — 1993
MBA
Western University 1985 — 1988
B.A., Economics
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase September 2012 - Present
Thomas Jefferson University Ho September 2010 - March 2011
Delaware Investments September 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Fixed Income, US Equities, Loans, Stock Management, Corporate Actions, Stocks, International Trade, Trade Finance, Direct Lending, Accounting, Analysis, Finance, Financial Analysis, Outlook, Customer Service, PowerPoint
Education
Wilmington University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Drexel University - LeBow College of Business
Wilmington University
Master of Business Administration (MBA), Finance
INTECH Investment Management LLC June 2009 - Present
BlackRock September 2008 - June 2009
Delaware Investments December 2007 - September 2008
Brandywine Global July 2004 - December 2007
JPMorgan Chase April 2003 - July 2004
Brandywine Global March 2000 - March 2003
Skills
Equities, Mutual Funds, Investments, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Asset Management, Executive Reporting, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling
Education
Goldey-Beacom College 2004 — 2005
MBA, Financial Management
Delaware Investments September 2014 - April 2015
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Data Analysis, ACS, FSR
Education
Drexel University 2012 — 2015
Bachelor's degree, Finance, General, 3.3
Lafayette College 2009 — 2010
Civil Engineering
Delaware Investments April 2012 - Present
Drexel University September 2008 - June 2013
J.P. Morgan March 2011 - September 2011
O'Brien & Gere March 2010 - September 2010
Skills
Microsoft Excel, PowerPoint
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Finance & Economics
Delaware Investments August 1997 - Present
Lincoln Financial Group September 1995 - August 1998
U.S. Securities and Exchange Commission April 1993 - September 1995
Saul Ewing LLP 1989 - 1992
Education
Indiana University-Purdue University at Fort Wayne 1996 — 1998
M.B.A., Business, 4.0
The George Washington University Law School 1986 — 1989
Doctor of Law (J.D.), Law, High Honors
Virginia Polytechnic Institute and State University 1982 — 1986
B.A., Economics
Jackson Square Partners January 2015 - Present
Matthews International Capital Management December 2012 - January 2015
Delaware Investments a member of Macquarie Group July 2006 - November 2012
Gartmore Global Investments November 2000 - July 2006
Delaware Investments 1996 - 2000
Delaware Investments 1994 - 1996
Skills
Series 7, Customer Relations, Mutual Funds, Product Development, Investments, Customer Service, Asset Management, Business Development, Series 63, Equities, Asset Allocation, Series 6, Relationship Management, Superior Client Service, Financial Services, Fund Administration, Alternative Investments, Investment Management, Fixed Income, Hedge Funds
Education
Drexel University - LeBow College of Business 1994 — 1997
MBA, Finance and Marketing
Gettysburg College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Chubb Insurance May 2015 - Present
Garthwait Leadership Center August 2013 - May 2015
Center for Career Development August 2013 - May 2015
Stradley Ronon June 2014 - August 2014
Delaware Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Marketing Communications, Writing, Consulting, Advertising, Leadership, Management, Policy, Mentoring, Finance, Research, Economics, Foreign Policy, Public Speaking, PowerPoint
Education
Gettysburg College 2011 — 2015
Bachelor's Degree, Political Science and International Affairs, 3.5 GPA
Samuel S. Fels High School 2010 — 2011
J.P. Morgan Asset Management June 2014 - Present
Goldman Sachs Asset Management September 2011 - May 2014
Goldman Sachs Asset Management August 2009 - August 2011
Delaware Investments June 2008 - July 2009
Education
Georgetown University
B.S. Business Administration, Finance
Upper Arlington
Nationwide Financial September 2010 - Present
Turner Investments, L.P. April 2006 - August 2010
Brandywine Global Investment Management June 2003 - March 2006
Delaware Investments June 1997 - June 2003
Education
La Salle University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Western Michigan University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Delaware Investments March 2015 - Present
BPAS April 2014 - September 2014
Skills
Team Leadership, Microsoft Excel, Presentations, PowerPoint, Cash Register, Merchandise, Public Speaking, Morningstar Direct, Valuation, Sales, Financial Analysis, Retirement Planning, Investments, Microsoft Word, Finance, Teamwork, Social Media, Microsoft Office
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Finance
Kennett High School 2008 — 2012
Diploma
Delaware Investments, a member of the Macquarie Group June 2007 - Present
Verizon Information Services March 2006 - June 2007
Delaware Investments January 2005 - January 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Photoshop, Web Development, Microsoft Office, PowerPoint, QuarkXPress, Social Media, Logo Design, Graphics, Advertising, Flyers, Visual Communication
Education
Moore College of Art and Design 2013 — 2015
Web Design Certificate, Web Design
Hussian School of Art 1998 — 2002
4 year Associates Degree in Specialized Technology, Graphic Design
Central High School 1994 — 1998
Bachelor of the Arts
Dorman Products February 2015 - Present
Iron Mountain June 2011 - October 2014
Delaware Investments September 2008 - June 2011
Lincoln Financial Distributors November 2006 - September 2008
Jefferson Pilot Financial November 2004 - November 2006
Riverside Christian Church September 2000 - November 2006
Jefferson Pilot Financial September 2002 - November 2004
Jefferson Pilot Financial May 2001 - September 2002
Barnes & Noble 2001 - 2002
Lenscrafters May 1992 - March 2001
Skills
Customer Service, Employee Training, Training Facilitation, Leadership, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Management, Insurance, Marketing Communications, Relationship Management, Financial Services, Team Leadership, Coaching, Team Management, Performance Management, Program Management, Strategy, Process Improvement
Education
Eastern University 2009 — 2011
M.A., Organizational Leadership
Bentley College 1986 — 1990
B.S, Business Communications
Cancer Treatment Centers of America June 2015 - Present
BAYADA Home Health Care 2014 - 2015
Kforce Inc. 2013 - 2013
Sandata Technologies 2012 - 2013
Maxim Healthcare Services 2006 - 2012
Maxim Healthcare Services 2003 - 2006
Maxim Healthcare Services 2002 - 2003
American Skandia 2001 - 2001
Delaware Investments 1999 - 2001
Allegiance Telecom 1999 - 1999
Skills
Contract Negotiations, Strategic Business..., Consultative Sales, New Business Development, Client Relationship..., Sales Cycle Management, Client Needs Assessment, Customer Service, Sales Management, Account & Territory..., Market Analysis, Sales Forecasting, SWOT analysis, SPIN Selling, Strategic Planning, Territory Management, Leadership, CRM, Forecasting, Contract Negotiation, Sales Force Development, Business Development, Cold Calling, Interviews, Managed Care, Training, Medicaid, Employee Benefits, Healthcare Industry, Sales, Recruiting, Start-ups, SaaS, Healthcare, Management, Marketing, Program Management, B2B, Executive Management, Budgets, Temporary Placement, Negotiation, Networking, Account Management, Salesforce.com, Applicant Tracking..., Selling, Staffing Services, Sales Process, Talent Acquisition
Education
Drexel University - College of Business and Administration 1995 — 1999
Bachelor’s Degree, Marketing & International Business (Double Major)
New Fairfield High School 1991 — 1994
Bank of New York Mellon October 2007 - Present
DELAWARE INVESTMENTS April 2005 - October 2007
Delaware Investments July 2001 - April 2005
Delaware Investments September 2000 - July 2001
Delaware Investments June 1999 - September 2000
Skills
Mutual Funds, Securities, Equities, Account Reconciliation, Derivatives, Accounting, Investments, Portfolio Management, Fixed Income, PowerPoint, Finance, Microsoft Office, Financial Services, Financial Reporting, Management
Education
Kutztown University of Pennsylvania 1995 — 1999
Bachelors, Business Administration: Concentration - Finance
Discovery Direct October 2010 - Present
Delaware Investments April 2015 - September 2015
IBM April 2014 - September 2014
ConvergEx Group April 2013 - September 2013
The Greenwich Country Club December 2008 - April 2011
The Great Atlantic & Pacific Tea Company August 2009 - March 2010
Skills
Computer: Microsoft..., Outlook, Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Accounting, Microsoft Office, Editing, QuickBooks, Accounts Receivable, Teamwork, Finance, Social Media
Education
Drexel University 2011 — 2016
CreditVest, Inc. March 2013 - Present
First National Bank of Pennsylvania August 2010 - March 2013
Grubb & Ellis Company December 2008 - July 2010
CreditVest, Inc January 2007 - December 2008
Federated Investors August 2004 - January 2007
Hanna Real Estate Services April 2004 - August 2004
Gateway Partners, LLP September 1999 - October 2001
Delaware Investments July 1997 - August 1999
Skills
Real Estate Financing, Real Estate Valuation, Elite Skills in Real..., Portfolio Management, Investments, Real Estate Transactions, Financial Modeling, Appraisals, Investment Properties, Real Estate, Due Diligence, Commercial Real Estate, Loans, Analysis, Underwriting, Asset Management, Financial Analysis, Credit Analysis, Commercial Mortgages, Real Estate Economics, Loan Origination, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
MBA, Finance
Franklin & Marshall College 1993 — 1997
Bachelor of Arts, Business Administration; History
Pittsburgh Central Catholic 1990 — 1993
High School
Gimme Credit October 2009 - Present
Credit Capital Investment January 2007 - May 2009
Gimme Credit Publications May 2002 - February 2007
Delaware Investments February 2001 - May 2003
Banc of America Securities March 1993 - January 2001
Dillon Read & Co. March 1989 - April 1993
Lord Abbett March 1985 - April 1989
Skills
Credit Analysis, High Yield, Hedge Funds, Bonds, Credit, Relative Value, Buy-side, CDS, Loans, Capital Structure, Valuation, Credit Derivatives, Trading, Fixed Income, Equities, Portfolio Management, Mutual Funds, Investment Banking, Investments, Asset Management, Private Equity, Bloomberg, Emerging Markets, Due Diligence, Capital Markets, Financial Markets, Corporate Finance, Leveraged Finance, Fundamental Analysis
Education
Hofstra University 1983 — 1986
MBA, Finance
Washington University in St. Louis - Olin Business School 1977 — 1981
BSBA, Finance, Economics
TotalTrax, Inc. March 2014 - Present
Targeting new Accounting / Finance Opportunities September 2013 - March 2014
Right Management August 2007 - September 2013
Right Management June 2006 - August 2007
Right Management August 2003 - June 2006
Delaware Investments March 2002 - August 2003
Ernst & Young 1998 - 2001
Deloitte & Touche 1995 - 1996
Skills
Auditing, Financial Reporting, Accounting, Microsoft Excel, Account Reconciliation, Accounts Payable, Budgets, Financial Analysis, General Ledger, Internal Audit, PeopleSoft, Forecasting, Internal Controls, Corporate Finance, Expenses, US GAAP, Financial Statements, Financial Accounting, SAP, Tax, GAAP, Journal Entries, Variance Analysis
Education
Drexel University - College of Business and Administration 1993 — 1998
Bachelor of Science (B.S.), Accounting, GPA 3.9 - Graduated Summa Cum Laude
Diversified Services Group, Inc January 1992 - Present
Bank Insurance & Securities Assoc 2003 - 2010
Bank Securities Association 1996 - 2002
Bank Securities Journal 1992 - 1998
CDA Wiesenberger 1990 - 1992
Delaware Investments 1981 - 1990
Philadelphia National Bank 1971 - 1981
Skills
Strategic Financial..., Business Strategy, Marketing Communications, Product Development, Product Management, Business Development, Mergers, Public Relations, Banking, Start Up Ventures, Risk Management, Competitive Analysis, Investor Relations, Investment Management, Association Management, Non-profit Consulting, Fixed Annuities, Start-ups, Leadership, Mutual Funds, Investments, Retirement Planning, Insurance, Marketing, Securities, Mergers & Acquisitions, Financial Services, New Business Development, Alternative Investments, Management, Finance, Asset Allocation, Asset Management, Strategy, Restructuring, Due Diligence, Management Consulting, Business Planning, Venture Capital, Private Equity, Financial Advisory, Executive Management
Education
The London School of Economics and Political Science (LSE) 1975 — 1976
MSc, Management Studies
Haverford College 1966 — 1971
BA, Economics
Jams Avenue 2009 - Present
5LINX Enterprises Inc. 2010 - 2010
The T.Alex Group June 1999 - 2010
PISA 2007 - August 2009
Tuscany Financial, Inc. June 2006 - July 2007
Federated Investors December 1999 - February 2006
Northern Westmoreland Chamber of Commerce March 2002 - March 2004
Delaware Investments January 1998 - December 1999
Skills
Marketing Strategy, Social Networking, Networking, Budgets, Event Management, Microsoft Office, Sales
Education
Duquesne University 1990 — 1996
Bachelor of Science, Business Administration, Accounting
Confidential September 2008 - Present
COMPHEALTH (CHG) January 2007 - September 2008
NEW ENGLAND FINANCAL April 2005 - January 2008
MASS MUTUAL March 2001 - March 2005
DELAWARE INVESTMENTS June 1999 - March 2001
Education
Kutztown University of Pennsylvania 2007 — 2010
MBA, Human Resources
Kutztown University of Pennsylvania 1994 — 1999
BSBA, Marketing
Kutztown University of Pennsylvania 1994 — 1999
BSBA, Management
Delaware Investments January 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2013 - January 2014
Delaware Investments, a member of the Macquarie Group January 2011 - December 2012
Delaware Investments August 2007 - December 2010
Northwestern Mutual January 2007 - May 2007
Lincoln Financial Group September 2006 - January 2007
Skills
Series 7, Budgets, Asset Management, Equities, Sales, 401k, Investment Advisory, Due Diligence, Separately Managed..., FINRA, Bloomberg, Portfolio Management, Investment Management, ETFs, Cash Management, Relationship Management, Hedge Funds, Leadership, Mutual Funds, Strategic Financial..., Series 65, Series 63, Investments, Asset Allocation
Education
La Salle University 2003 — 2007
Bachelor of Science (B.S.), Finance
Eastern Regional High School
At Home Rehab LLC August 2013 - Present
Oppenheimer & Co. June 2011 - May 2013
Self Employed June 2008 - December 2011
Liss Property Group October 2010 - August 2011
Grant Williams L.P. January 2009 - April 2011
Liss Property Group July 2008 - June 2009
Grant Williams LP October 2005 - January 2008
Commerce Capital Markets, Inc. June 1998 - July 2005
Delaware Investments 1999 - 2000
Skills
Home Health Agencies, Healthcare Compliance, Project Management, Marketing Strategy, Marketing Communications, Office Administration, Fixed Income, Management, Securities, Asset Management, Accounting, Investments, Capital Markets, Mutual Funds, Bonds, Series 7, Alternative Investments, Finance, Equities, Sales, Marketing, FINRA, Bloomberg, Trading Systems, Uniform Combined State...
Education
La Salle University 1993 — 1998
BS, Accounting
Joan-Marie Marketing January 2015 - Present
von Borstel & Associates, Inc. October 2013 - Present
eMoney Advisor September 2007 - September 2013
eMoney Advisor June 2005 - August 2007
Delaware Investments July 1999 - September 2003
Delaware Investments July 1995 - July 1999
Skills
Retirement Planning, Communicaitons, Marketing, Financial Services, Investments, Retirement, Sales, Insurance, Management, Relationship Management, Financial Advisory, Wealth Management, Finance, Mutual Funds, CRM, Strategy, Training, Social Media, Email Marketing, Script-writing, Web Content, Content Marketing, Career Development, Sales Enablement, Brand Development, Lead Generation, Strategic Partnerships, Strategic Financial..., Financial Planning, Social Media Marketing
Education
La Salle University 1991 — 1995
Bachelor of Arts, Communications and English
Delaware Investments 2006 - Present
University of Massachusetts Boston 1987 - 2006
Professor of International Business Relations, Fletcher School 1982 - 1986
International Management Institute/ CEI/ IMD 1978 - 1982
Congressional Budget Office 1975 - 1978
Skills
Fixed Income, Valuation, Private Equity, Alternative Investments, Microsoft Excel, Public Speaking, Financial Modeling, Investments, Business Strategy, Hedge Funds, Research, Strategic Planning, Portfolio Management, Mutual Funds, Financial Services, Analysis, Equities, Capital Markets, Financial Analysis, Asset Management, Finance, Asset Managment, Data Analysis, Investment Management
Education
Harvard Business School 1966 — 1970
DBA, International Business and Finance
Fletcher School of Law and Diplomacy 1964 — 1965
M.A.L.D., International Economics
Harvard University 1959 — 1963
BA, Economics
HapnApp June 2015 - Present
Delaware Investments June 2014 - Present
The Tommy Foundation January 2005 - Present
Unilife Corporation September 2011 - June 2014
Columbia University January 2008 - September 2011
Macheads 2000 - 2004
Skills
SEO, Social Media, Adobe Creative Suite, Strategic Communications, Corporate Branding, Blogging, Video Editing, Social Media Marketing, Web Design, Team Building, Online Marketing, Online Advertising, Facebook, Digital Strategy, Google Analytics, Google Webmaster Tools, Marketing Strategy, Video, Marketing Communications, Newsletters, CMS, Digital Video Production, Web Development, Video Production, Digital Marketing, Digital Photography, After Effects, Cinema 4D, Project Management, People Skills, Final Cut Pro, Graphic Design, Photography, Mobile Internet, Digital Video, Google Adwords, Audio Post Production, Motion Graphics, Personal Development, Teaching, Team Leadership, Leadership Development, Organization, Marketing, Advertising, Nuke, Social Psychology, Ruby on Rails, Digital Media, User Experience
Education
Noble Desktop 2010 — 2014
Web and Mobile Development, User Experience
One Month 2013 — 2014
Rails, Stripe Payment Processing, Growth Hacking
Codecademy & Codeschool 2014 — 2014
Web Development
Pennsylvania College of Art and Design 2012 — 2013
Continuing Education, Design and Visual Communications, General
FXPhD 2011 — 2013
Continuing Education, Design and Visual Communications, General
Franklin & Marshall College 1996 — 2000
B.A., Philosophy
St. Andrew's School 1992 — 1996
HS
Freddie Mac September 2013 - Present
Delaware Investments, a member of the Macquarie Group October 2010 - June 2013
Delaware Investments September 2008 - October 2010
Delaware Investments June 2005 - August 2008
PFPC – a PNC Financial Services Division December 2004 - June 2005
Skills
Microsoft Excel, Asset Managment, Investments, Financial Analysis, Financial Services, Alternative Investments, Finance, Bloomberg, Account Reconciliation, Asset Allocation, Management, Financial Modeling, Analysis, Asset Management, Business Analysis
Education
Drexel University 2005 — 2007
MBA
Drexel University - College of Business and Administration 2000 — 2004
B.S. Business Administration
Corridor Group December 2014 - Present
Mount Karma June 2014 - Present
HMS Healthcare Management Solutions, Inc. September 2013 - December 2014
John R. Williams and Associates October 2010 - October 2011
Just the Right Book June 2011 - August 2011
Delaware Investments September 2008 - March 2009
Skills
Social Media Marketing, Microsoft Excel, Microsoft Office, Copywriting, Event Planning, HTML, Windows, Press Releases, Account Management, PowerPoint, Social Media, Photoshop, Media Relations, Blogging, Strategic Planning, Public Relations, Facebook, Editing, Advertising, Social Networking, Corporate Communications, Marketing Communications, Email Marketing, Research, Marketing Strategy, Internal Communications, Newsletters, Strategic Communications, Customer Service, Crisis Communications, Online Marketing, Web Content, Web Content Management, Content Development, Content Management, Marketing
Education
Drexel University
Bachelor of Science, Communication
Stephen James Associates March 2008 - Present
Lincoln Financial Group December 2006 - December 2007
Delaware Investments 2004 - 2006
Enterprise Rent-A-Car 2001 - 2001
Skills
Recruiting, Account Management, New Business Development, Management, Customer Service, Contract Negotiation, Negotiation, Fundraising, Business Development, Sales, Sourcing, Public Speaking, Relationship Management, Entrepreneurship, Selling, Search, Networking, Strategy, Finance, Leadership, Marketing, Cold Calling, Problem Solving, Business Planning, Operations Management, Team Leadership, Cross-functional Team..., Consultative Selling
Education
Drexel University - LeBow College of Business 1999 — 2004
Bachelor of Science, Marketing
Methacton 1996 — 1999
Wells Fargo December 2013 - Present
Wells Fargo December 2013 - Present
TD Bank January 2012 - December 2013
Northwestern Mutual Insurance Company 2008 - 2009
Mass Mutual Insurance Company 2006 - 2007
Citco Mutual Fund Services 2004 - 2006
CitiStreet 2002 - 2004
Delaware Investments 1999 - 2001
Skills
Leadership, Investments, Retirement Planning, Mutual Funds, Sales, Insurance, Strategic Financial..., Fixed Annuities, Customer Service, Wealth Management, Team Building, Leadership Development, Coaching, Financial Services, Business Development, Strategic Planning, Public Speaking, Management, Process Improvement, Budgets, Portfolio Management, Series 7, Banking, Marketing Strategy, 401k, Negotiation, Retirement, Risk Management, Long-term Care, Financial Analysis, Securities, Market Research, IRAs, Training, Small Business, Estate Planning, Series 63, Life Insurance, Finance, Recruiting, Mortgage Lending, Marketing, Credit, Employee Benefits, Disability Insurance, Investment Advisory, Relationship Management, FINRA, Term Life Insurance, Asset Allocation
Education
Eastern University 2015 — 2016
The American College 2006 — 2010
CLU and ChFC
Temple University 1990 — 1992
Delaware County Community College
Certificate in Human Resource Management
Public Financial Management July 2015 - Present
Lincoln Financial Group August 2014 - March 2015
Bloomberg Institute July 2013 - July 2014
Delaware Investments August 2013 - March 2014
Drexel University June 2013 - September 2013
Wohlsen Construction Company June 2012 - September 2012
Skills
Data Analysis, Bloomberg, Statistics, Microsoft Office, PowerPoint, Research, Public Speaking, Collateral Management, Exchange Traded..., Financial Market..., SQL, Salesforce.com, VBA
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Finance and Business Analytics, 3.91
The Hartford March 2015 - Present
Allstate October 2014 - March 2015
Westfield Group/Westfield Insurance July 2014 - October 2014
Westfield Group/Westfield Insurance July 2013 - July 2014
Westfield Group/Westfield Insurance June 2011 - July 2013
Westfield Group/Westfield Insurance May 2010 - June 2011
Kent State University September 2009 - May 2011
Lincoln Financial Group September 2008 - July 2009
Delaware Investments October 2007 - August 2008
Huntington National Bank July 2007 - October 2007
Skills
Analysis, Microsoft Word, Process Improvement, Property & Casualty..., Microsoft Excel, Requirements Analysis, College Recruiting, Claims Management, Finance, Business Analysis, Insurance, Business Requirements, Requirements Management, Use Case, Agile & Waterfall..., Problem Solving, University Relations, Interviewing Subject..., Interviewing Skills
Education
Kent State University - Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Ecole supérieure de Commerce de Rennes / ESC Rennes 2010 — 2010
Ohio University 2003 — 2007
B.B.A., Finance
2nd Armored Brigade Combat Team, 1st Infantry Division August 2015 - Present
US Army January 2015 - July 2015
2-504 PIR, 82d Airborne Division April 2014 - November 2014
2-504 PIR, 82d Airborne Division December 2012 - May 2014
2-504 PIR, 82d Airborne Division October 2011 - November 2012
2-504 PIR, 82d Airborne Division April 2011 - September 2011
Centurion Securities February 2008 - March 2009
Delaware Investments April 2008 - June 2008
ARAMARK September 2006 - September 2007
Skills
Research, Budgeting, Financial Analysis, Government, Budgets, Strategic Planning, Weapons, Program Management, Military Experience, Leadership, Counterterrorism, Reconnaissance, Special Operations, Command, Operational Planning, Army, Military, Military Operations, Afghanistan, Security Clearance, Intelligence Analysis, Counterinsurgency, DoD
Education
Drexel University 2003 — 2008
BS, Finance
Delaware Investments June 2015 - August 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
La Salle University 2014 — 2018
Bachelor’s Degree, Accounting and Finance
La Salle University 2014 — 2018
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
BNY Mellon January 2008 - Present
Reliance Trust Company an FIS Company February 2007 - January 2008
PFPC August 2006 - January 2007
PFPC March 2005 - August 2006
Delaware Investments January 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Peachtree, Quicken, Oracle, Bloomberg, SunGard, InvesTier, LAMP, Financial Analysis, Accounting, Financial Reporting, Finance, Management, Financial Accounting
Education
Elon University 1997 — 2002
Bachelor’s Degree, Finance
US Department of Commerce, Economic Development Administration May 2010 - Present
City of Philadelphia December 2006 - May 2010
The Reinvestment Fund June 2005 - July 2006
New Jersey Public Policy Research Institute September 2004 - June 2005
Kroll September 2002 - September 2003
Delaware Investments September 2001 - March 2002
Cigna October 2000 - March 2001
Skills
Strategic Planning, Public Speaking, Research, Policy, Government, Economic Development, Economics, Analysis, Policy Analysis, Nonprofits, Program Management, Microsoft Excel, Federal Grants..., Project Management, Grants, Public Policy, Data Analysis, Community Outreach, Community Economic...
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Master of City and Regional Planning, Urban and Community Development
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Economics
Delaware Investments July 2015 - Present
Eagle Asset Management September 2013 - July 2015
Raymond James Financial Services, Inc. 2009 - August 2013
Raymond James Insurance Group 2008 - 2009
Protective Life 2007 - 2008
Skills
Certified Financial..., FINRA, Series 24, Series 7, Series 63, Securities, Mutual Funds, Series 65, Fixed Annuities, Uniform Combined State..., Insurance, 401k, Retirement, Investment Advisory, Retirement Planning
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington
Bachelor's degree, General Studies
Indiana State University
Communication, General
Delaware Investments September 2015 - Present
Aria Health September 2014 - March 2015
First Clinic Ca Mau City, Vietnam March 2011 - March 2014
Skills
Microsoft Word, PowerPoint, Accounting, Vietnamese, Microsoft Excel, Tutoring
Education
Drexel University 2014 — 2017
Bachelor of Science (BS), Accounting
Harrisburg Area Community College
General Study
ICON plc April 2013 - Present
US Airways March 2011 - January 2013
The Vanguard Group July 2008 - June 2010
Delaware Investments September 2006 - March 2007
NWJ Companies September 2005 - March 2006
ExpenseWatch.com, LLC September 2004 - March 2005
Skills
Analysis, Management, Microsoft Excel
Education
Drexel University - LeBow College of Business 2003 — 2008
B.S., Finance & Business Legal Studies
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen December 2012 - October 2014
MargolisBecker, LLC August 2011 - September 2012
Delaware Investments May 2011 - August 2011
MargolisBecker, LLC January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group May 2010 - September 2010
Interocean American Shipping March 2009 - September 2009
Skills
Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Account Reconciliation, Microsoft Word, General Ledger, Auditing, Financial Audits, Tax
Education
Drexel University 2006 — 2011
Bacelors of Science in Business Administration, Accounting and Finance
Foundation International Education
BNY Mellon March 2014 - Present
BNY Mellon June 2009 - March 2014
BNY Mellon April 2007 - June 2009
Delaware Investments February 2005 - April 2007
Fiserv May 2003 - February 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Management, Research, Training, Windows, Outlook, SQL, Recruiting, Mutual Funds, Accounting, Analysis, Corporate Actions, Account Reconciliation, Risk Management, Financial Analysis, Project Management
Education
Holy Family University 2008 — 2011
Master's degree, Management Information Systems and Services
Holy Family University 1998 — 2002
Bachelor's degree, Accounting
Delaware Investments September 2015 - Present
Chateau de Petit Thouars September 2014 - December 2014
Phi Mu Fraternity January 2014 - December 2014
Comcast September 2013 - March 2014
Access Funding June 2013 - September 2013
Anthropologie May 2012 - September 2012
The National Center for Children and Families June 2009 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Merchandising, Sales, Fashion, Social Media, Event Planning, Inventory Management, Retail Sales, Store Management, Time Management, Sales Management, Social Networking
Education
Drexel University - College of Business and Administration 2012 — 2016
Finance, General
Connelly School of the Holy Child 2008 — 2012
High School Diploma
Drexel University June 2015 - Present
Philadelphia Financial Group, Inc September 2013 - May 2014
Delaware Investments September 2012 - March 2013
ACE Group September 2011 - March 2012
Centerplate May 2010 - September 2010
Kumon May 2007 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Bloomberg, Italian, R Studio, FactSet, Microsoft Office, PowerPoint, Economics, Finance, Access
Education
Drexel University 2011 — 2015
Bachelor's Degree, Finance, Economics
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lincoln Financial Group January 2005 - Present
Delaware Investments January 1994 - February 2005
Education
Drexel University - College of Business and Administration 1986 — 1993
Master of Business Administration (MBA), Business/Managerial Economics
J.P. Morgan January 2014 - Present
JP Morgan October 2010 - Present
BNP Paribas October 2009 - September 2010
Delaware Investments July 2008 - July 2009
Citi May 2007 - July 2007
Skills
English, Public Speaking, Bulgarian, Hedge Funds, Financial Modeling, Alternative Investments, Equities, Asset Managment, Financial Analysis, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Portfolio Management, Asset Management, DCF, Investment Management, Equity Research
Education
Franklin & Marshall College 2004 — 2008
Bachelor, Finance/Accounting
Sofia School of Architecture, Civil Engineering, and Geodesy 2003 — 2004
Associate, Architecture and Civil Engineering
Towers Watson October 1998 - Present
Delaware Investments March 1995 - September 1998
Education
Temple University - Fox School of Business and Management 1997 — 1999
Master of Business Administration (MBA), Finance, General
Drexel University 1988 — 1993
Bachelor of Science (BS), Accounting
. 2012 - Present
Johnson & Johnson Pharmaceutical Research & Development, LLC September 2006 - December 2011
Delaware Investments May 2006 - August 2006
The Wistar Institute 1995 - 2005
Skills
PowerPoint, Graphing, Mac & PC platforms, InDesign, Vector Illustration, Technical Illustration, Adobe Acrobat, Photoshop, Microsoft Excel, DeltaGraph, Information Graphics, Poster Presentations, Presentation Production, Presentation Design, Custom Templates, Illustrator, Marketing Communications, Microsoft Word, Editing, Research, Social Media, Technical Writing, Multimedia, User Experience, Graphics, Illustration, Advertising, Adobe Creative Suite, Graphic Design, Posters
Education
Moore College of Art and Design 2003 — 2004
Certificate, Digital Media for Print & Web
West Chester University of Pennsylvania 1989 — 1992
Bachelor of Science, Elementary Education
Farmingdale State College 1986 — 1987
Liberal Arts
Delaware Investments March 2004 - Present
Merrill Lynch Investment Managers April 1998 - March 2004
Dean Witter Reynolds 1990 - 1997
Crossland Savings, FSB 1989 - 1990
Skills
Investment Strategies, Equity Research, Series 63, Bloomberg, Investment Management, Asset Management, Capital Markets, Financial Modeling, Investment Advisory, Securities, Valuation, Portfolio Management, Mutual Funds, Investments, Equities
Education
Hofstra University 1987 — 1989
MBA, Finance/Portfolio Mgt
Hofstra University 1983 — 1987
BBA, Finance-Mjr/Business Computer Information Systems-Minor
Christopher's Creations November 2005 - Present
Delaware Investments November 1995 - February 1998
Education
West Chester University of Pennsylvania 1996 — 2000
M.S., Higher Education and Counseling
East Stroudsburg University of Pennsylvania 1993 — 1994
Teacher Cert., Secondary Social Studies
University of Delaware 1988 — 1992
B.A., International Relations
The London Company October 2014 - Present
Turner Investments, L.P. August 2011 - July 2014
Delaware Investments February 2000 - August 2011
Delaware Investments January 2002 - April 2007
Sturdivant & Co. May 1996 - January 2000
Oppedisano & Co. March 1993 - December 1995
Hawkes Peers & Co September 1987 - February 1993
Skills
Series 7, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Series 63, Mutual Funds, Investment Strategies, Separately Managed..., Asset Managment, Equities, Investments, Investment Advisory, Fixed Income, Fund Of Funds, Trading, Securities, Institutional..., Emerging Markets, Portfolio Management, FINRA, Financial Services, Bonds, Institutional, Chartered Financial..., Pensions, Client Services, Defined Contribution, Pension Funds, Defined Benefit, New Business Development, Relationship Management, Asset Management
Education
University of Missouri-Columbia 1984 — 1986
MA, History, 4.0
Furman University 1979 — 1983
BA, magna cum laude, History, 3.86
Ralph Lauren September 2014 - Present
Burlington Coat Factory June 2013 - September 2014
The Radio Agency July 2012 - May 2013
Anthropologie May 2012 - January 2013
Ogontz Avenue Revitalization Corporation (OARC) November 2009 - September 2010
Susquehanna International Group September 2008 - March 2009
Delaware Investments September 2006 - March 2007
Skills
Account Management, Advertising, Microsoft Office, SBMS, Strata, SQAD, Social Media Marketing, Marketing, Event Management
Education
Drexel University 2005 — 2010
Bachelor of Science, Business Administration; Marketing, Legal Studies Minor: Communication, Public Relations
Foundation for International Education 2009 — 2009
Study Abroad- London, England
Philadelphia High School for Girls 2001 — 2005
Capital One January 2015 - Present
Capital One July 2012 - December 2014
ING Direct September 2008 - July 2012
Boeing December 2005 - September 2008
Boeing February 2004 - December 2005
Boeing July 2003 - February 2004
Delaware Investments December 2002 - July 2003
Skills
Philanthropy, Financial Analysis, Financial Reporting, Financial Management, Forecasting, Revenue Forecasting, Corporate Social..., Mentoring, Staff Mentoring, Event Management, Change Management, Digital Media, Social Media Marketing, Reconciliation, Budget Development, Budgeting, Budget Management, Budget Analysis, VAR, Variance Analysis, Variances, Event Planning, Business Systems..., Account Reconciliation, Analysis, Training, Teamwork, Risk Management, Project Management, Process Improvement, Managerial Finance, Management, Finance, Data Analysis, Competitive Analysis, Business Planning, Business Analysis, Budgets, Banking
Education
Villanova University 2006 — 2007
Master's Certification, Project Management
New York University 2005 — 2007
Master's Certification, Sports Management
La Salle University - School of Business Administration 2004 — 2007
MBA, Business Administration
La Salle University 1998 — 2002
Bachelor's, Management, Finance
University of Mannheim 2001 — 2001
International Business
Shrine of the Sacred Heart
Delaware Investments October 2007 - Present
Skills
Web Design, Adobe Creative Suite, Online Marketing, SEO, Web Development, Email Marketing, PowerPoint, Social Media Marketing, Project Management, Photoshop, Dreamweaver
Education
Drexel University - LeBow College of Business 2001 — 2006
Delaware Investments March 2015 - Present
Liberty Petroleum Distributors February 2013 - December 2014
Skills
Marketing, Leadership, Social Media, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Facebook, Teamwork
Education
Drexel University - College of Business and Administration 2011 — 2016
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, Marketing
Delaware Investments May 2007 - Present
Education
Drexel University 2013 — 2014
Master of Business Administration (M.B.A.), Business Analytics, 3.99
Penn State University 1997 — 2001
Bachelor's Degree, Finance with a minor in economics, 3.53
PwC October 2015 - Present
Dealogic October 2014 - September 2015
Dealogic February 2012 - September 2014
Dealogic LLC January 2010 - January 2012
Dealogic October 2008 - December 2009
Dealogic LLC May 2008 - September 2008
Morgan Stanley June 2007 - April 2008
J.P. McGowan & Company, Inc March 2006 - June 2007
Delaware Investments March 2005 - September 2005
Skills
Corporate Finance, Investments, Fixed Income, Series 7, Strategy, Finance, Derivatives, Relationship Management, Financial Markets, Portfolio Management, Asset Management, Capital Markets, Investment Banking, Mergers, Competitive Analysis, Project Management, Transaction Origination, Performance Benchmarking, Resource Allocation, Team Leadership, Team Management, Team Motivation, Business Development, Business Planning, Management, Product Development
Education
Drexel University 2002 — 2007
Bachelor of Science in Business Administration, Finance and Marketing
Central Bucks High School East 1999 — 2002
Delaware Investments September 2000 - Present
Amicus Inc. April 1999 - June 2000
Nestor Consulting Group December 1995 - October 1999
Data Exchange September 1991 - December 1995
Skills
Business Analysis, Marketing Management, Project Planning, Process Improvement, Securities, Portfolio Management, Management, Finance, Mutual Funds, Investments, Financial Services, Accounting, Banking, Equities, Risk Management, Sales, Valuation, Trading Systems, Marketing, Trading
Education
Drexel University 2003 — 2005
MBA, Business Adminstration
Drexel University - LeBow College of Business 2003 — 2005
EMBA, Business Adminstration
Temple University
BS, Accounting /Marketing
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Delaware Investments, a member of the Macquarie Group July 2011 - May 2013
Delaware Investments April 2008 - July 2011
Lincoln Financial Group July 2006 - April 2008
Lincoln Financial Group August 2003 - July 2006
Skills
Analysis, Leadership Development, Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Valuation, Corporate Finance, Securities, Due Diligence, Process Improvement, Insurance, Fixed Income
Education
Florida Agricultural and Mechanical University 1998 — 2003
Bachelor of Science
MatlinPatterson November 2010 - Present
Victory Capital Management April 2006 - November 2010
Capital Cities, LLC September 2004 - March 2006
Delaware Investments 2000 - 2004
Conseco Capital Management, Inc. 1997 - 2000
Skills
Asset Allocation, Asset Management, Investments, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Financial Modeling, Valuation, Mutual Funds
Education
Hanover College 1993 — 1997
BA, Economics, Business Administration
Public Company Accounting Oversight Board September 2009 - Present
Ernst & Young October 2004 - September 2009
Deloitte & Touche LLP August 2001 - October 2004
Delaware Investments March 2000 - September 2000
University of Pennsylvania March 1999 - September 1999
Wellmark March 1998 - March 1999
Skills
Auditing, Public Companies, SOX, Audit, Internal Controls, IT Audit, Compliance, CISA, Testing, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Accounting, US GAAP, GAAP, Sarbanes-Oxley, External Audit, Risk Assessment, IT Controls, SOX 404, Big 4
Education
Drexel University 1996 — 2001
B.S., Accounting & MIS
Delaware Investments March 2014 - Present
Barclays Capital September 2011 - March 2014
Ernst & Young October 2006 - September 2011
Delaware Investments June 2004 - August 2004
Skills
Hedge Funds, Asset Management, Mutual Funds, Financial Analysis, Financial Reporting, Financial Modeling, Auditing, Internal Controls, US GAAP, Financial Accounting, Accounting, Valuation
Education
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Accounting
Radnor High School 1998 — 2002
SCORE Bucks County February 2014 - Present
Public Citizens for Children and Youth March 2010 - January 2014
Victim Services Center of Montgomery County December 2008 - June 2012
Philadelphia Society For Services to Children November 2005 - July 2008
CMS Companies June 1998 - September 2005
Constellation Financial July 1994 - March 1998
Delaware Investments December 1970 - December 1994
Education
Drexel University - College of Business and Administration 1971 — 1979
B.S., Accounting
FNH 3G 2011 - Present
Delaware Investments, a member of the Macquarie Group 2010 - Present
Delaware Investments December 2006 - Present
Skills
International Capital..., Portfolio Management, Securities, Separately Managed..., Technical Analysis, Trading, Wealth Management, Investments, Financial Analysis, Equities, Capital Markets, Asset Managment, Bloomberg, Alternative Investments, Project Management, Series 7, Valuation
Education
Drexel University - LeBow College of Business 2005 — 2008
MBA, Investment Management
WU (Vienna University of Economics and Business) 1991 — 1993
University of Illinois at Urbana-Champaign 1990 — 1993
BA, German and Finance
Craigmont H.S. 1984 — 1988
HS
Indiana University Bloomington
Lincoln Financial Distributors August 2009 - August 2013
Lincoln Financial Distributors September 2008 - May 2010
Delaware Investments September 2007 - September 2008
Lincoln Financial Group September 2006 - September 2007
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelors of Science in Business Administration, Management Information Systems
BNY Mellon March 2005 - Present
Delaware Investments January 2003 - March 2005
Education
Elon University 1997 — 2002
BS, Finance
True North Strategic Advisors 2006 - Present
Waterfield Financial March 2003 - April 2006
Lincoln Financial Group 1991 - 2002
Delaware Investments 1996 - 2000
Skills
Financial Analysis, Strategic Planning
Education
University of Chicago 1988 — 1990
MBA
Knox College 1984 — 1988
BS, Economics
Aberdeen Asset Management April 2007 - Present
Delaware Investments 1999 - 2007
Skills
Alternative Investments, Business Development, Asset Management, Investments, Mutual Funds, Investment Management, Equities, Fixed Income, Hedge Funds, Portfolio Management
Education
Drexel University - LeBow College of Business
BS, International Business & Marketing
Aberdeen Asset Management February 2015 - Present
Turner Funds November 2013 - January 2015
Turner International, Ltd. - UK Subsidiary December 2007 - January 2015
Turner Investments, L.P. June 2006 - January 2015
Delaware Investments February 1997 - May 2006
Education
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science in Business Administration, Business Management
Vanguard October 2013 - Present
Vanguard July 2010 - October 2013
Vanguard January 2007 - July 2010
Vanguard September 2004 - January 2007
Delaware Investments May 2004 - September 2004
Delaware Investments, a member of the Macquarie Group March 1998 - April 2004
Skills
Data Analysis, Relationship Management, Retirement, Management
Education
Juniata College 1991 — 1995
Bachelor of Science, Business Administration
BlackRock November 2007 - Present
Delaware Investments 2004 - 2007
Kineticom 2003 - 2004
PFPC November 2001 - June 2003
Diamond State Financial Group January 2001 - November 2001
Skills
Fixed Income, Bloomberg, Investments, Mutual Funds, Series 63, Equities, Series 7, Alternative Investments, Securities, Finance, Asset Management, Hedge Funds, Financial Analysis, Financial Services, Derivatives, Portfolio Management, Capital Markets, Accounting
Education
La Salle University 2008 — 2011
MBA, Finance
West Chester University of Pennsylvania 1997 — 2001
Delaware Investments August 2008 - Present
Delaware Investments March 2006 - August 2008
Skills
Account Reconciliation, Accounting, Business Analysis, CIMA, Financial Analysis, Financial Modeling, Financial Reporting, Fund Accounting, Sarbanes-Oxley Act, Variance Analysis
Education
Drexel University 2001 — 2006
Bachelor of Science (BS) in BA, Accounting and Finance
Delaware Investments January 2008 - Present
Delaware Investments a member of Macquarie Group 2008 - Present
Delaware Investments May 2007 - December 2007
Delaware Investments/LFG May 2007 - December 2007
Education
Hampshire College 1996 — 2000
Delaware Investments January 2010 - Present
Delaware Investments 2007 - January 2010
merrill lynch investment managers March 2004 - November 2006
Merrill Lynch Investment Managers March 2004 - November 2006
Merrill Lynch Invesmtent Mangers September 2001 - March 2004
RCN Corporation 1999 - 2001
Teleport Communications Group 1997 - 1998
Penn Mutual 1992 - 1994
Skills
Corporate Finance, Fixed Income, Asset Management, Bonds, Equities, Hedge Funds
Education
Drexel University - College of Business and Administration 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
U.S. Army April 2015 - Present
U.S. Army September 2013 - Present
Benefits Data Trust July 2011 - May 2013
A Plus Tutoring November 2010 - May 2011
Peace Corps January 2007 - March 2009
Principal Financial Group February 2003 - March 2004
Delaware Investments January 2002 - February 2004
Temple University's Small Business Development Center June 2001 - September 2002
Skills
Non-profits, Program Management, Community Development, Grant Writing, International..., Capacity Building, Training, Program Development, Nonprofits, Community Outreach, Strategy, Microsoft Office, Organizational..., Research
Education
Drexel University 2010 — 2012
Master of Science in Public Policy, Public Policy
Temple University - Fox School of Business and Management 1997 — 2001
BBA, Marketing
Advent Software February 2012 - Present
Museum Club September 2004 - February 2012
SEI Investments September 2001 - September 2004
SEI Investments July 1991 - September 2001
Delaware Investments January 1988 - July 1991
Skills
Sales, Business Relationship..., Financial Services, Investments, Private Equity, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Financial Analysis, Fund Administration, Fund Accounting, Prime Brokerage, Marketing, Client Relations, Client Development, Relationship Management, Problem Solving, Financial Software..., Asset Management, saas, Enterprise Software, Cloud Applications, computer software
Education
La Salle University
BS, Finance
New York University
Masters of Science, Real Estate Investment and Finance, 3.84 GPA
SeeChange Health 2013 - 2015
Nationwide Financial 2009 - January 2013
Numoda Corporation 2008 - 2009
Delaware Investments 2000 - 2006
Delphi Financial Group/Reliance Standard Life Insurance Company 1993 - 2000
Ernst & Young 1990 - 1993
Skills
Management, Team Leadership, Financial Management, Accounting, Finance, Financial Reporting, Financial Analysis, Forecasting, Financial Modeling, Controllership Functions, Budgeting, Internal Controls, Strategic Planning, Process Improvement, Analysis, GAAP, Auditing, Internal Audit, SEC filings, General Ledger
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS), Accounting
Delaware Investments July 2007 - Present
Ballard Spahr Andrews & Ingersoll, LLP February 2005 - June 2007
Klehr Harrison March 2004 - February 2005
Katten Muchin Rosenman LLP September 2002 - February 2004
Skills
Mergers & Acquisitions, Corporate Governance, Securities, Securities Regulation, Private Equity, Venture Capital, Corporate Law, Finance, Licensing, Hedge Funds, Strategy, Acquisitions, Litigation, Mutual Funds, Investment Management, Private Placements, Analysis, Management, Due Diligence
Education
Harvard Law School 1999 — 2002
JD
Temple University 1995 — 1999
BA, Sociology, Criminal Justice
PNC May 2014 - Present
ING Financial Partners August 2009 - May 2014
ING Financial Partners June 2011 - August 2012
GlaxoSmithKline September 2007 - September 2008
Delaware Investments September 2006 - March 2007
Magee Rehabilitation September 2005 - March 2006
Skills
Access, Strategic Planning, Budgets, Marketing Strategy, Microsoft Excel, Time Management
Education
Drexel University - LeBow College of Business 2004 — 2009
Business Administration, Finance & Legal Studies
Delaware Investments October 1992 - Present
Skills
Corporate Real Estate..., Asset Management, Valuation, National Speaker, Portfolio Management, Investments, Low Income Housing Tax..., Financial Analysis, Finance, Financial Modeling, Alternative Investments, Financial Services, Property Management, Microsoft Office 2013..., Industrial Revenue Bond...
Education
Indiana Wesleyan University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, Accounting, Management, 3.9 GPA (of 4.0)
University of Southern Indiana 1980 — 1985
Bachelor of Science, Finance, Accounting, Real Estate
Reinsurance Group of America, Incorporated March 2014 - Present
4086 Advisors September 2005 - April 2013
Delaware Investments August 2000 - June 2005
Conseco Capital Management June 1999 - July 2000
Citigroup June 1998 - August 1998
Skills
Investments, High Yield, Securities, Fixed Income Analysis, High Yield Bonds, Private Placements, Loans, Credit, Mezzanine, Financial Modeling, Asset Management, Bloomberg, Bonds, Finance, Fixed Income, Portfolio Management
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Business - Finance
Mondrian Investment Partners March 2009 - Present
Next Step Fund - Cambridge, MA March 2005 - Present
Alpha Delta Phi International Fraternity August 2010 - Present
Mondrian Investment Partners September 2004 - Present
Delaware Investments August 2002 - September 2004
1838 Investment Advisors 1992 - 2002
Van Eck Global 1996 - 1997
Prudential-Bache Securities April 1982 - March 1990
Skills
Non-profit Board..., Board of Director..., Fundraising, Corporate Governance, Distribution Strategies, Territory Management, Alternative Investments, Capital Allocation, Investments, Series 7, Series 63, Wealth Management, Securities, Investment Advisory, Financial Services, Emerging Markets, Board of Directors, Capital Markets, Financial Advisory, Fixed Income, Private Equity, Sales Force Development, Portfolio Management
Education
Hamilton College 1976 — 1980
BA, Sociology
The Taft School 1974 — 1976
Home Helpers of Philadelphia October 2013 - Present
NCAA August 2008 - Present
PIAA August 2000 - Present
Apex Financial Advisors, Inc. November 2010 - October 2013
Home Helpers of Philadelphia May 2009 - November 2010
Pitcairn Financial Group August 2004 - December 2008
Pitcairn Financial Group August 2004 - January 2008
Pershing, a BNY Mellon company May 2001 - July 2004
Pershing, a BNY Mellon company July 2000 - May 2001
Delaware Investments February 1999 - July 2000
Skills
Investments, Customer Relations, Excel, Microsoft Office, Word, Customer Service, Writing, Problem Solving, Administration, Mutual Funds, ETFs, Equity Trading, Separately Managed..., Alternative Investments, Estate Planning, Hedge Funds, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Common Sense, Tax Advice & Planning, Comprehensive Financial..., Generational Asset..., Investment Banking, Management, Accounting, Financial Goals, Portfolio Management, Tax Advisory, Account Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation, Equities, Microsoft Excel, Microsoft Word
Education
Ithaca College 1991 — 1995
Bachelor’s Degree
Saint John Neumann H.S. 1990 — 1991
Bachelor’s Degree
Horizon Kinetics LLC October 2014 - Present
Delaware Investments December 2003 - October 2014
ExpertPlan October 2001 - December 2003
American Skandia July 1999 - September 2001
Skills
Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
Isenberg School of Management, UMass Amherst 1992 — 1996
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Prudential Financial 2003 - Present
Allmerica Financial 2000 - 2002
Lincoln Financial Group 1998 - 2000
Delaware Investments 1996 - 1998
Education
Drexel University - LeBow College of Business
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group January 2007 - January 2012
Delaware Investments February 1998 - December 2006
McNeil Consumer & Specialty Pharmaceuticals 1994 - 1998
Skills
Windows, Management, Windows Server, Disaster Recovery, Project Management, Team Leadership, Access, Troubleshooting, Leadership, Databases, Vendor Management, System Administration, Servers, Information Technology
Education
Drexel University 1988 — 1993
BS
Holy Spirit High School 1985 — 1988
St. Mary Magdalen 1981 — 1984
The Vanguard Group 2001 - 2004
OffRoad Capital 2000 - 2000
Delaware Investments 1997 - 2000
Women's national lacrosse team 1990 - 1995
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Finance
Great Valley high school
Delaware Investments January 2008 - Present
Delaware Investments October 2005 - January 2008
Delaware Investments November 2001 - October 2005
Skills
Series 6, Series 63, Asset Management, Equities
Education
Kutztown University of Pennsylvania 1997 — 2001
Business Administration, Finance
Father Judge High School 1993 — 1997
University of New Orleans Press January 2015 - Present
Little Baby's Ice Cream March 2013 - August 2013
Lincoln Financial Group June 2007 - February 2013
Lincoln Financial Group July 2007 - September 2008
Center for Global Engagement at Kenyon College January 2006 - May 2007
Delaware Investments June 2005 - August 2006
Booz Allen Hamilton June 2004 - August 2004
Skills
Editing, Writing, Brochures, Blogging, Newsletters, Copywriting, Direct Mail, Microsoft Office, Proofreading, Social Media, Creative Writing, Marketing Communications
Education
University of New Orleans 2013 — 2016
MFA, Creative Writing
Kenyon College 2003 — 2007
BA, English, Creative Writing
Kennedy Capital Management, Inc. 2007 - Present
Matador Capital 2002 - 2007
Delaware Investments 2000 - 2001
Conseco Capital Management 1997 - 2000
WR Huff 1993 - 1997
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Financial Modeling, Valuation, Capital Markets, Mutual Funds, Trading, Investment Banking, Due Diligence, Financial Analysis, Equity Valuation
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Emory University 1985 — 1989
BA
Macquarie Group January 2010 - Present
Delaware Investments June 1990 - Present
Lincoln Financial Group 1995 - January 2010
Skills
Business Analysis, SDLC, Vendor Management, Integration, Investments, IT Strategy, Financial Services, Management, Fixed Income, Portfolio Management
Education
Grove City College 1986 — 1990
BS, Management Information Systems
University of Massachusetts, Amherst 1985 — 1986
Electrical and Electronics Engineering
Envision Liberty, LLC October 2010 - Present
BDP International November 2006 - September 2010
Delaware Investments February 1998 - June 2005
Bessemer Trust May 1993 - February 1998
Lord Abbett April 1992 - May 1993
Skills
Financial Analysis, Strategic Analysis, Valuation, Financial Modeling, Business Valuation, Strategy, Management, Mergers & Acquisitions, Business Intelligence, Forecasting, Analysis, Financial Reporting, Project Management, Process Improvement, Competitive Analysis, Business Analysis, Investments, Analytics, Capital Markets, Equities, Asset Management
Education
Saint Joseph's University 2013 — 2014
Master’s Degree, Master of Science Business Intelligence
Drexel University 2008 — 2010
Post Masters, International Business
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (M.B.A.), Double MBA: Financial Management and Economics
University of Delaware 1981 — 1985
BSBA, Concentration in Finance
Delaware Investments July 2008 - Present
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's, Finance, Spanish
Hartford Investment Management May 2005 - Present
Delaware Investments January 2001 - May 2005
J.P. Morgan January 1997 - January 2001
Citicorp June 1995 - December 1996
Skills
Bonds, High Yield, Investments, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Trading, Credit, Equities, Bloomberg, Alternative Investments, Capital Markets, Asset Allocation, Mutual Funds, Asset Management
Education
Hamilton College 1991 — 1995
BA, English and Economics
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Delaware Investments March 1998 - Present
Schroder Capital Mgmt June 1991 - March 1998
Skills
Series 7, Equities, Bloomberg, Trading Systems, Securities, Trading, Alternative Investments, Options
Education
Hofstra University 1987 — 1991
Bachelor's degree, Finance, General
Jefferies & Company 2010 - Present
Logan Circle Partners November 2007 - December 2009
Delaware Investments July 2002 - October 2007
Strong Capital March 2000 - July 2002
Conseco March 1997 - March 2000
FDIC June 1993 - March 1997
Skills
Fixed Income, High Yield, Asset Managment, Portfolio Management, Fixed Income Analysis, Trading, Series 7, Relative Value, Credit Analysis, Chartered Financial..., Hedge Funds, Equities, Bonds, Investment Management, Capital Markets, Bloomberg
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Reitz Memorial High School 1985 — 1989
Macquarie 2010 - Present
Delaware Investments 2005 - Present
Lincoln Investment Planning 1994 - 1996
Skills
Mutual Funds, Financial Services, Separately Managed...
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Accounting and Finance
Leader's Insight November 2005 - Present
AstraZeneca 2001 - 2005
Delaware Investments 1995 - 2001
ORA, Consultants 1994 - 1996
Skills
Leadership Development, Executive Coaching, Organizational..., Coaching, MBTI, Organizational..., Leadership, Performance Management, Talent Management, Succession Planning, 360 Feedback, Interviews, Change Management, Employee Engagement, Consulting, Recruiting, Culture Change, Conflict Resolution, Organizational Design, Team Building, Employee Training, Career Development, Career Counseling, Executive Development, Management Development, Workshop Facilitation, Conflict Management, HR Consulting, HR Transformation, Instructional Design, Management Consulting, Personal Development, Talent Acquisition, Strategy, Emotional Intelligence, Training, Performance Improvement
Education
Fielding Graduate University 1999 — 2005
PhD, Human and Organizational Systems
Saint Joseph's University 1993 — 1996
M.S., Training & Organization Development
Philadelphia University 1978 — 1982
Bachelor’s Degree, Business/Fashion Merchandising
Delaware Investments May 1996 - Present
Fiserv Securities January 1994 - May 1996
Skills
Business Analysis, Mutual Funds, Series 7, Fixed Income, Relationship Management, Alternative Investments, Financial Services, Asset Allocation, Securities, Investments, Equities
Education
Drexel University - LeBow College of Business 1999 — 2003
MBA, Finance
University of Miami 1989 — 1993
BBA, Economics and Marketing
Eagle Investment Systems January 2014 - Present
BNY Mellon Asset Servicing October 2007 - January 2014
Delaware Investments March 1999 - October 2007
Towers Perrin July 1997 - February 1999
Skills
Mutual Funds, Accounting, Financial Services, Financial Reporting, Investments, Corporate Actions, Leadership, Back Office
Education
La Salle University 1993 — 1997
Business Administration, Finance, Business Management
Coldwell Banker Roth Wehrly Graber 2012 - Present
American Mortgage and Realty Corp.u November 2006 - 2013
Delaware Investments January 1978 - August 2006
Skills
Investments, Loans
Education
Indiana University - Kelley School of Business
B. S & MBA, Business
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group January 2012 - January 2015
Lincoln Financial Group March 2008 - September 2012
Delaware Investments January 2003 - April 2006
Skills
Mutual Funds, Insurance, 401k, Retirement, Series 7, Series 63, Financial Services, Business Analysis, Process Improvement, Life Insurance
Education
Harrison Business College 1972 — 1974
AAS Marketing
Université de Rennes I 1971 — 1972
Certificate, French
Bishop Dwenger High School 1968 — 1971
Ivy Tech Community College
AAS, Culinary Arts
Angie's List April 2015 - Present
Indiana Public Retirement System March 2011 - April 2015
Ice Miller LLP August 2005 - February 2011
InvestorForce Securities 2000 - 2003
Delaware Investments 1998 - 2000
Skills
Private Equity, Mergers & Acquisitions, Mergers, Litigation, Corporate Law, Contract Negotiation, Commercial Litigation, Securities, Legal Research, Legal Writing, Institutional..., Board Governance, Government Contracting, Drafting Agreements, Legal Compliance, Alternative Investments, Corporate Governance, Commercial Contracts, securities class action
Education
Indiana University School of Law—Indianapolis
JD, Law, Cum Laude
La Salle University
Certificate in Ecommerce, Business/Commerce, General
Villanova University
BA, Philosophy and Business, Cum Laude
Segall Bryant & Hamill June 2015 - Present
Philadelphia International Advisors July 2012 - June 2015
Philadelphia International Advisors June 2004 - July 2012
Delaware Investments February 2002 - June 2004
GMO August 1997 - February 2002
Education
Harvard University
Doctor of Philosophy (Ph.D.)
Massachusetts Institute of Technology
Master's degree
Massachusetts Institute of Technology
Bachelor's degree
BNY Mellon 2011 - Present
Delaware Investments November 1998 - 2011
Delaware Investments November 1998 - August 2002
Education
Drexel University 2001 — 2008
Bachelors of Architecture, Architecture
Franklin & Marshall College 1992 — 1996
BA, Business Administration
Aberdeen Asset Management January 2015 - Present
Aberdeen Asset Management September 2011 - December 2014
BNY Mellon July 2011 - September 2011
Delaware Investments November 2007 - July 2011
Education
Drexel University - LeBow College of Business 2000 — 2005
B.S., Finance
Creative Financial Group October 2011 - Present
Delaware Investments 2008 - March 2010
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (BS), Accounting
Delaware Investments April 2013 - Present
Delaware Investments September 2007 - Present
Delaware Investments September 2005 - September 2007
Education
Holy Family University 2008 — 2010
MBA, Finance
Holy Family University
BS, Marketing
Delaware Investments AuditorSlough, Horneff & Fischer, PCJune 2001 - April 2006
Education
La Salle University 2000 — 2002
BA, Accounting
Delaware Investments September 2007 - Present
Education
Duke University - The Fuqua School of Business
MBA
PenCal Administrators 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
Delaware Investments 1997 - 2001
Merrill Lynch 1986 - 1997
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance
Saint Bonaventure University 1968 — 1972
BS, Mathematics
Delaware Investments October 1986 - June 2009
Skills
Investments, Due Diligence
Education
Indiana University—Purdue University Fort Wayne 1983 — 1991
MBA, Finance & Economics
Delaware Investments June 2015 - Present
UBS Global Asset Management April 2010 - May 2015
UBS Global Asset Management January 2008 - September 2010
UBS Global Asset Management December 2005 - December 2007
UBS Global Asset Management November 2002 - December 2007
JPMorgan June 1992 - October 2002
Skills
Investment Strategies, Asset Managment, Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Portfolio Management, Wealth Management, Private Banking, Fixed Income, Asset Allocation, Equities, Investments, Private Equity, ETFs, Equity Research, Mutual Funds, Bloomberg, Investment Banking
Education
Georgetown University - The McDonough School of Business 1988 — 1992
Bachelors, Marketing
Amity senior high school 1984 — 1988
Delaware Investments
Skills
Microsoft Excel, Budgets, Customer Service, Microsoft Office, Teaching, Sales Management, PowerPoint, Team Building, Event Planning, Account Management, Accounting, New Business Development, Coaching, Sales, Management, Operations Management, Leadership, Contract Negotiation, Process Improvement, Financial Reporting, Event Management, Supply Chain Management, Investments
Education
Indiana University Bloomington
Bachelor of Arts (BA), Economics
Delaware Investments March 2002 - Present
American Skandia 1999 - 2002
FaithLife Financial 1995 - December 1998
Skills
Valuation, Financial Modeling, Investments, Risk Management, Statistics, Fixed Income, Derivatives, Pensions, SAS, Financial Analysis, Actuarial Science, Insurance, ALM, Data Analysis, Financial Reporting, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Credit Risk, Corporate Finance, Equities, Financial Risk, Enterprise Risk..., Fixed Income Analysis, Investment Management, Hedge Funds, Finance, Mutual Funds, Market Risk, Investment Strategies, Quantitative Analytics, Portfolio Management, Options, Trading, VBA, Quantitative Finance
Education
University of Waterloo
M.Math, Actuarial Science
Kwame Nkrumah' University of Science and Technology, Kumasi
B.Sc (Hon), Mathematics
Stay at Home Mom September 2010 - Present
Lincoln Investment Planning June 2003 - January 2013
Delaware Investments March 2001 - March 2003
Drexel University's LeBow College of Business June 1997 - March 2001
Primavera Systems 1998 - 2000
Skills
Outlook
Education
Drexel University - LeBow College of Business 1997 — 2001
Bachelor's, Marketing
Peirce College 1995 — 1997
Associate, Business Administration
Aberdeen Asset Management January 2012 - June 2014
Logan Circle Partners May 2007 - January 2012
Delaware Investments 1990 - 2007
Southern Company 1985 - 1990
BellSouth 1984 - 1985
Blue Bell, Inc. 1977 - 1984
Skills
Asset Management, Portfolio Management, Alternative Investments, Equities, Fixed Income, Investments, Investment Management, Mutual Funds, Management, Securities, Finance, Hedge Funds, Series 7, Investment Strategies, Bloomberg, Asset Allocation
Education
University of North Carolina at Greensboro 1979 — 1981
MBA, Finance
Duke University 1972 — 1976
BA, Economics
New Utrecht H.S.
SEI July 2012 - Present
Bridgewater Associates January 2011 - June 2012
Penn Capital Management September 2008 - March 2010
Delaware Investments September 2007 - March 2008
Monell Chemical Senses Center September 2006 - April 2007
Skills
Microsoft Excel, Microsoft Access, Financial Analysis, Bloomberg, Investments, Customer Service, Financial Modeling, Analysis, Management, Equities, Portfolio Management, Strategic Planning, Trading, Account Reconciliation, Fixed Income, Mortgage Backed..., Municipal Bonds, Accounting
Education
Drexel University - LeBow College of Business 2005 — 2010
Bachelor of Science, Business Administration: Accounting and Finance
Logan Circle Partners November 2007 - Present
Delaware Investments June 2004 - October 2007
Ryan Labs June 2001 - May 2004
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance, Accounting
St. Joseph's Prep 1993 — 1997
Delaware Investments December 2013 - Present
Princeton Advisory Group 2012 - 2013
S Goldman Asset Management 2009 - May 2012
Drake Management 2001 - 2009
Goldman Sachs Asset Management 1994 - 2001
CS First Boston 1992 - 1994
MetLife 1990 - 1992
Skills
High Yield Bonds, Investments, Portfolio Management, Mutual Funds, Distressed Debt, Hedge Funds, Credit, Fixed Income, High Yield, Investment Management, Bonds, Economics, Funding, Bloomberg, Alternative Investments, Trading, Equities, Capital Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, Investments
Hamilton College 1982 — 1986
Bachelor of Arts (BA), Economics
Cypress Financial Planning June 2015 - Present
Ocwen / GMAC ResCap August 2009 - May 2014
GMAC Mortgage July 2002 - August 2009
American Business Financial Services October 2001 - July 2002
Delaware Investments March 1998 - October 2001
Reliance Insurance Company September 1996 - September 1997
Education
Drexel University
Bachelor's degree, Dual Major: Finance & Economics
La Salle University
Master of Business Administration (MBA), Finance
Jefferies Asset Management 2011 - Present
Millennium Partners LP 2005 - 2011
Delaware Investments 2001 - 2005
Education
Drexel University 1994 — 2001
Bachelor's degree, Dual Accounting and Finance Major