Delaware Investments

Description

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

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Delaware Investments Employees

Employee
Years
Job
Industry
Chun-Yi Lin Chun-Yi Lin Greater Seattle Area Details
Chun-Yi Lin's Delaware Investments Experience November 1997 - March 2005
Job Finance Professional | Asset Management | Institutional Client Service | Client Reporting and Financial Statements
Industry Financial Services
Experience
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

Dana Hall Dana Hall Greater Philadelphia Area Details
Dana Hall's Delaware Investments Experience March 1996 - December 1998
Job Master of Divinity Candidate, '15 at Princeton Theological Seminary
Industry Investment Management
Experience
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

Lemuel Woldegebriel Lemuel Woldegebriel Greater Philadelphia Area Details
Lemuel Woldegebriel's Delaware Investments Experience September 2010 - March 2011
Job Associate Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
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

David Chorba, CIMA®, AIFA ® David Chorba, CIMA®, AIFA ® Charleston, South Carolina Area Details
David Chorba, CIMA®, AIFA ®'s Delaware Investments Experience April 2014 - Present
Job East Division Sales Manager, Delaware Investments, mbr. of Macquarie Group|Founder Golf Align, LLC makers of Chalk Shot
Industry Financial Services
Experience
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

Michelle Sly Laughlin Michelle Sly Laughlin Coopersburg, Pennsylvania Details
Michelle Sly Laughlin's Delaware Investments Experience June 1999 - June 2000
Job Executive Director, Non Profits at Investment Fiduciary Le
Industry Financial Services
Experience
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

Emily Agnew Emily Agnew Boston, Massachusetts Details
Emily Agnew's Delaware Investments Experience 1997 - 1999
Job Director
Industry Financial Services
Experience
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

Precious Bowser Precious Bowser Newark, Delaware Details
Precious Bowser's Delaware Investments Experience September 2009 - March 2010
Job Corporate Investment Banking JP Morgan Chase
Industry Investment Banking
Experience
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

Max Moltchanov Max Moltchanov West Palm Beach, Florida Area Details
Max Moltchanov's Delaware Investments Experience December 2007 - September 2008
Job Sr. Investment Portfolio Analyst, INTECH LLC
Industry Investment Management
Experience
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

Jonathan Marchand Jonathan Marchand Philadelphia, Pennsylvania Details
Jonathan Marchand's Delaware Investments Experience September 2014 - April 2015
Job Student at Drexel University
Industry Higher Education
Experience
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

Kenneth Walser Kenneth Walser Greater Philadelphia Area Details
Kenneth Walser's Delaware Investments Experience April 2012 - Present
Job Derivatives Analyst at Delaware Investments
Industry Financial Services
Experience
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

Christopher Bole Christopher Bole Philadelphia, Pennsylvania Details
Christopher Bole's Delaware Investments Experience December 2008 - Present
Job AVP, Content Development Manager at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   December 2008 - Present
Gartmore  2001 - 2005
Citi  1999 - 2001

Education
Fordham University   1994 — 1998
Bachelor of Science (BS), Psychology

St. Joseph's Prep   1990 — 1994

Bradley Ritter Bradley Ritter Greater Philadelphia Area Details
Bradley Ritter's Delaware Investments Experience August 1997 - Present
Job Senior Vice President at Delaware Investments
Industry Investment Management
Experience
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

Sharon Hayman, CFA Sharon Hayman, CFA San Francisco, California Details
Sharon Hayman, CFA's Delaware Investments Experience 1996 - 2000
Job Head of Relationship Management at Jackson Square Partners
Industry Investment Management
Experience
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

Monae Evans Monae Evans New York, New York Details
Monae Evans's Delaware Investments Experience May 2013 - August 2013
Job Underwriter Trainee at Chubb Insurance
Industry Insurance
Experience
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

Clayton Hall Clayton Hall Columbus, Ohio Details
Clayton Hall's Delaware Investments Experience June 2008 - July 2009
Job Vice President Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Jeffrey Riggs, CAIA, CIMA Jeffrey Riggs, CAIA, CIMA Greater Philadelphia Area Details
Jeffrey Riggs, CAIA, CIMA's Delaware Investments Experience June 1997 - June 2003
Job Director of Manager Strategies at Nationwide Financial
Industry Investment Management
Experience
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

Joseph Tighe Joseph Tighe Kennett Square, Pennsylvania Details
Joseph Tighe's Delaware Investments Experience March 2015 - Present
Job Compliance Coop at Delaware Investments
Industry Financial Services
Experience
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

John Stalmaster John Stalmaster Philadelphia, Pennsylvania Details
John Stalmaster's Delaware Investments Experience January 2005 - January 2006
Job senior graphic designer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

Edward Demeritt Edward Demeritt Florence, Kentucky Details
Edward Demeritt's Delaware Investments Experience September 2008 - June 2011
Job Learning and Development Specialist at Dorman Products
Industry Professional Training & Coaching
Experience
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

Robert E. Kane III Robert E. Kane III Greater Philadelphia Area Details
Robert E. Kane III's Delaware Investments Experience 1999 - 2001
Job Healthcare Payer Strategist; Sales & Operations Leader
Industry Hospital & Health Care
Experience
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

Chad Thiele Chad Thiele Greater Philadelphia Area Details
Chad Thiele's Delaware Investments Experience April 2005 - October 2007
Job Operations Manager AVP at BNY Mellon
Industry Accounting
Experience
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

Michael Cavalieri Michael Cavalieri Riverside, Connecticut Details
Michael Cavalieri's Delaware Investments Experience April 2015 - September 2015
Job Trade Analyst at Delaware Investments
Industry Financial Services
Experience
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

Jon Mauro Jon Mauro Greater Pittsburgh Area Details
Jon Mauro's Delaware Investments Experience July 1997 - August 1999
Job CreditVest, Inc.
Industry Real Estate
Experience
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

Evan Mann Evan Mann Greater New York City Area Details
Evan Mann's Delaware Investments Experience February 2001 - May 2003
Job Senior High Yield Analyst at Gimme Credit
Industry Investment Management
Experience
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

Jennifer Yearick Jennifer Yearick Greater Philadelphia Area Details
Jennifer Yearick's Delaware Investments Experience March 2002 - August 2003
Job Controller at TotalTrax, Inc.
Industry Accounting
Experience
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

J Heywood E Sloane J Heywood E Sloane Greater Philadelphia Area Details
J Heywood E Sloane's Delaware Investments Experience 1981 - 1990
Job Principal, Diversified Services Group, Inc.
Industry Management Consulting
Experience
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

Andre Carter Andre Carter Greater Pittsburgh Area Details
Andre Carter's Delaware Investments Experience January 1998 - December 1999
Job President, Jams Avenue Music
Industry Marketing and Advertising
Experience
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

Alex A. Dias Alex A. Dias Greater New York City Area Details
Alex A. Dias's Delaware Investments Experience June 1999 - March 2001
Job Senior Physician Recruiter, "Changing How Communities Work"
Industry Human Resources
Experience
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

Brad O'Neill Brad O'Neill Greater Boston Area Details
Brad O'Neill's Delaware Investments Experience January 2014 - Present
Job Regional Director at Delaware Investments at Delaware Investments
Industry Financial Services
Experience
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

April Rider April Rider Warrington, Pennsylvania Details
April Rider's Delaware Investments Experience 1999 - 2000
Job
Industry Hospital & Health Care
Experience
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 Ebert Joan-Marie Ebert Greater Philadelphia Area Details
Joan-Marie Ebert's Delaware Investments Experience July 1999 - September 2003
Job Marketing & Communications | Digital, Social & Content Strategist | Copywriting | Storyteller
Industry Financial Services
Experience
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

Lawrence Franko Lawrence Franko Greater Boston Area Details
Lawrence Franko's Delaware Investments Experience 2006 - Present
Job V.P. and Senior Equity Analyst at Delaware Investments
Industry Investment Management
Experience
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

Richard Everts Richard Everts Lancaster, Pennsylvania Details
Richard Everts's Delaware Investments Experience June 2014 - Present
Job Senior Multimedia Manager at Delaware Investments
Industry Media Production
Experience
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

Sonal Khona, MBA Sonal Khona, MBA Washington D.C. Metro Area Details
Sonal Khona, MBA's Delaware Investments Experience September 2008 - October 2010
Job Sr. Business Analyst at Freddie Mac
Industry Financial Services
Experience
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

Toral Khunti Toral Khunti Greater New York City Area Details
Toral Khunti's Delaware Investments Experience September 2008 - March 2009
Job Marketing Communications Specialist at Corridor
Industry Public Relations and Communications
Experience
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

Bowen Knarr Jr Bowen Knarr Jr Greater Philadelphia Area Details
Bowen Knarr Jr's Delaware Investments Experience 2004 - 2006
Job Account Manager at Stephen James Associates
Industry Staffing and Recruiting
Experience
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

Tracy Ellis Tracy Ellis Greater Philadelphia Area Details
Tracy Ellis's Delaware Investments Experience 1999 - 2001
Job Personal Banker II at Wells Fargo
Industry Financial Services
Experience
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

Jeff Herr Jeff Herr Philadelphia, Pennsylvania Details
Jeff Herr's Delaware Investments Experience August 2013 - March 2014
Job Intern at Public Financial Management
Industry Financial Services
Experience
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

Justin Goodman Justin Goodman Charlotte, North Carolina Details
Justin Goodman's Delaware Investments Experience October 2007 - August 2008
Job Insurance IT Professional
Industry Insurance
Experience
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

John Shelson John Shelson Fort Benning, Georgia Details
John Shelson's Delaware Investments Experience April 2008 - June 2008
Job Assistant Brigade Planner at 2ABCT, 1st Infantry Division
Industry Military
Experience
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

Dominic D'Agostino Dominic D'Agostino Greater Philadelphia Area Details
Dominic D'Agostino's Delaware Investments Experience June 2015 - August 2015
Job Student at La Salle University
Industry
Experience
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

Jennifer Radano Jennifer Radano Malvern, Pennsylvania Details
Jennifer Radano's Delaware Investments Experience September 2006 - September 2007
Job Director of Operations at The Philadelphia Group
Industry Financial Services
Experience
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

Dan Tursi Dan Tursi Greater Philadelphia Area Details
Dan Tursi's Delaware Investments Experience January 2003 - March 2005
Job Accountant III at BNY Mellon
Industry Accounting
Experience
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

Chivas Grannum Chivas Grannum Philadelphia, Pennsylvania Details
Chivas Grannum's Delaware Investments Experience September 2001 - March 2002
Job Regional Economic Development Representative at the U.S. Department of Commerce, Economic Development Administration
Industry Government Administration
Experience
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

Shane Coley, CFP® Shane Coley, CFP® Cincinnati, Ohio Details
Shane Coley, CFP®'s Delaware Investments Experience July 2015 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
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

My Võ My Võ Philadelphia, Pennsylvania Details
My Võ's Delaware Investments Experience September 2015 - Present
Job Student at Drexel University
Industry Accounting
Experience
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

Alexander Kamison Alexander Kamison Greater Philadelphia Area Details
Alexander Kamison's Delaware Investments Experience September 2006 - March 2007
Job Financial Analyst at ICON plc
Industry Financial Services
Experience
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

Phuong Ly Phuong Ly Philadelphia, Pennsylvania Details
Phuong Ly's Delaware Investments Experience May 2011 - August 2011
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
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

Shaun McGorry Shaun McGorry Greater Philadelphia Area Details
Shaun McGorry's Delaware Investments Experience February 2005 - April 2007
Job Corporate Actions Unit Manager at BNY Mellon
Industry Accounting
Experience
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

Caroline Greene Caroline Greene Greater Philadelphia Area Details
Caroline Greene's Delaware Investments Experience September 2015 - Present
Job Student at Drexel University
Industry Financial Services
Experience
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

Thomas Candino Thomas Candino Philadelphia, Pennsylvania Details
Thomas Candino's Delaware Investments Experience September 2012 - March 2013
Job Investment Analyst for the Endowment Investment Team at Drexel University
Industry Financial Services
Experience
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

Christopher Crosby Christopher Crosby Greater Philadelphia Area Details
Christopher Crosby's Delaware Investments Experience October 2006 - March 2008
Job Regional VP Investments Dreyfus
Industry Capital Markets
Experience
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

Robert Melia Robert Melia Greater Philadelphia Area Details
Robert Melia's Delaware Investments Experience January 1994 - February 2005
Job VP Product Development and Lincoln Financial Group Trust Co
Industry Financial Services
Experience
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

Val Perfanov Val Perfanov New York, New York Details
Val Perfanov's Delaware Investments Experience July 2008 - July 2009
Job Buy Side Research Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Lou Novelli Lou Novelli Greater Philadelphia Area Details
Lou Novelli's Delaware Investments Experience March 1995 - September 1998
Job Cash Manager at Towers Watson
Industry Management Consulting
Experience
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

Christine DeLaurentis Christine DeLaurentis Greater Philadelphia Area Details
Christine DeLaurentis's Delaware Investments Experience May 2006 - August 2006
Job Graphic Artist & PowerPoint Specialist
Industry Graphic Design
Experience
.   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

Anthony Lombardi Anthony Lombardi Greater Philadelphia Area Details
Anthony Lombardi's Delaware Investments Experience March 2004 - Present
Job Senior Portfolio Manager at Delaware Investments
Industry Investment Management
Experience
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

Meredith Reed Mangan Meredith Reed Mangan Reading, Pennsylvania Area Details
Meredith Reed Mangan's Delaware Investments Experience November 1995 - February 1998
Job Independent Consumer Services Professional
Industry Consumer Services
Experience
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

Paul Foster, CFA Paul Foster, CFA Greater Philadelphia Area Details
Paul Foster, CFA's Delaware Investments Experience February 2000 - August 2011
Job Head of Consultant Relations at The London Company
Industry Investment Management
Experience
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

Roshanda Johnson Roshanda Johnson United States Details
Roshanda Johnson's Delaware Investments Experience September 2006 - March 2007
Job Distribution Analyst at Ralph Lauren
Industry Apparel & Fashion
Experience
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

Robert de Leon, MBA Robert de Leon, MBA Greater Philadelphia Area Details
Robert de Leon, MBA's Delaware Investments Experience December 2002 - July 2003
Job
Industry Financial Services
Experience
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

Nik Kukushkin Nik Kukushkin Greater Philadelphia Area Details
Nik Kukushkin's Delaware Investments Experience October 2007 - Present
Job Senior Web Developer at Delaware Investments
Industry Information Technology and Services
Experience
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

Harman Aulakh Harman Aulakh Philadelphia, Pennsylvania Details
Harman Aulakh's Delaware Investments Experience March 2015 - Present
Job Student at Drexel University College of Business and Administration
Industry
Experience
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

Wojciech Maziarz Wojciech Maziarz Maple Shade, New Jersey Details
Wojciech Maziarz's Delaware Investments Experience May 2007 - Present
Job Supervisor Global Trade Settlements at Delaware Investments
Industry Investment Management
Experience
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

Robert E Bruno Robert E Bruno New York, New York Details
Robert E Bruno's Delaware Investments Experience March 2005 - September 2005
Job Financial Services Advisory Sr Associate at PwC
Industry Financial Services
Experience
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

Vince Cacciatore Vince Cacciatore Greater Philadelphia Area Details
Vince Cacciatore's Delaware Investments Experience September 2000 - Present
Job Project Manager at Delaware Investments
Industry Information Technology and Services
Experience
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

Bryant Bankhead, CPA Bryant Bankhead, CPA Greater Philadelphia Area Details
Bryant Bankhead, CPA's Delaware Investments Experience April 2008 - July 2011
Job Fixed Income Research at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

Chris Welker, CFA, CAIA Chris Welker, CFA, CAIA Cleveland/Akron, Ohio Area Details
Chris Welker, CFA, CAIA's Delaware Investments Experience 2000 - 2004
Job Chief Operating Officer at MPAM Credit Trading Partners L.P.
Industry Investment Management
Experience
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

Khalilah Imperatrice, CISA, CRISC Khalilah Imperatrice, CISA, CRISC Washington D.C. Metro Area Details
Khalilah Imperatrice, CISA, CRISC's Delaware Investments Experience March 2000 - September 2000
Job Inspections Specialist, IS at Public Company Accounting Oversight Board
Industry Accounting
Experience
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

Patrick Early Patrick Early Greater Philadelphia Area Details
Patrick Early's Delaware Investments Experience March 2014 - Present
Job Assistant Vice President at Delaware Investments
Industry Investment Management
Experience
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

Joseph Lutes Joseph Lutes Greater Philadelphia Area Details
Joseph Lutes's Delaware Investments Experience December 1970 - December 1994
Job Active with SCORE
Industry Nonprofit Organization Management
Experience
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

Peter T. Pan Peter T. Pan Greater Philadelphia Area Details
Peter T. Pan's Delaware Investments Experience December 2006 - Present
Job AVP Managed Accounts Trading at Delaware Investments
Industry Financial Services
Experience
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

Philip Zhu Philip Zhu Greater Philadelphia Area Details
Philip Zhu's Delaware Investments Experience September 2007 - September 2008
Job Business Analyst at Lincoln Financial Distributors
Industry Information Technology and Services
Experience
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

Dan Tursi Dan Tursi Greater Philadelphia Area Details
Dan Tursi's Delaware Investments Experience January 2003 - March 2005
Job Supervisor Alternative Investments BNY Mellon
Industry Accounting
Experience
BNY Mellon  March 2005 - Present
Delaware Investments   January 2003 - March 2005

Education
Elon University   1997 — 2002
BS, Finance

Scott Metzger Scott Metzger Fort Wayne, Indiana Area Details
Scott Metzger's Delaware Investments Experience 1996 - 2000
Job Principal at True North
Industry Financial Services
Experience
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

Quinn Tran Quinn Tran Greater Philadelphia Area Details
Quinn Tran's Delaware Investments Experience 1999 - 2007
Job Head of Business Development Services Americas, Aberdeen Asset Management
Industry Financial Services
Experience
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

William Speacht William Speacht Greater Philadelphia Area Details
William Speacht's Delaware Investments Experience February 1997 - May 2006
Job Sr. Compliance ManagerFunds at Aberdeen Asset Management
Industry Investment Management
Experience
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

Stacey Mitsinicos Stacey Mitsinicos Greater Philadelphia Area Details
Stacey Mitsinicos's Delaware Investments Experience May 2004 - September 2004
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
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

Dessire Paradis Dessire Paradis Greater Philadelphia Area Details
Dessire Paradis's Delaware Investments Experience 2004 - 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
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

Olga Kagan Olga Kagan Greater Philadelphia Area Details
Olga Kagan's Delaware Investments Experience August 2008 - Present
Job Senior Accountant at Delaware Investments
Industry Investment Management
Experience
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

Maliha Fazelbhoy Maliha Fazelbhoy Greater Philadelphia Area Details
Maliha Fazelbhoy's Delaware Investments Experience January 2008 - Present
Job Senior Regulatory Operations Associate at Delaware Investments
Industry Financial Services
Experience
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

Michael Wildstein, CFA Michael Wildstein, CFA Greater Philadelphia Area Details
Michael Wildstein, CFA's Delaware Investments Experience January 2010 - Present
Job SVP/Senior Portfolio Manager
Industry Financial Services
Experience
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

Vincent George Vincent George Greater Philadelphia Area Details
Vincent George's Delaware Investments Experience January 2002 - February 2004
Job Protocol Specialist at U.S. Army
Industry Military
Experience
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

Craig Rife Craig Rife New York, New York Details
Craig Rife's Delaware Investments Experience January 1988 - July 1991
Job Sr. Relationship Manager, Sales, Customer Success Manager, Advent Software
Industry Computer Software
Experience
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

Bryan J. Cassaday, CPA, CGMA Bryan J. Cassaday, CPA, CGMA Greater Philadelphia Area Details
Bryan J. Cassaday, CPA, CGMA's Delaware Investments Experience 2000 - 2006
Job ResultsOriented Accounting and Finance Leader
Industry Financial Services
Experience
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

Deidre Downes Deidre Downes Greater Philadelphia Area Details
Deidre Downes's Delaware Investments Experience July 2007 - Present
Job Associate General Counsel at Delaware Investments
Industry Investment Management
Experience
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

Janos Major Janos Major Greater Philadelphia Area Details
Janos Major's Delaware Investments Experience September 2006 - March 2007
Job Financial Specialist at PNC
Industry Pharmaceuticals
Experience
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

Brad Marting Brad Marting Fort Wayne, Indiana Area Details
Brad Marting's Delaware Investments Experience October 1992 - Present
Job Second Vice President at Delaware Investments
Industry Real Estate
Experience
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

Ryan Avrett Ryan Avrett Greater St. Louis Area Details
Ryan Avrett's Delaware Investments Experience August 2000 - June 2005
Job Investment Research Analyst at RGA
Industry Financial Services
Experience
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

Stephen Starnes Stephen Starnes Greater New York City Area Details
Stephen Starnes's Delaware Investments Experience August 2002 - September 2004
Job Senior Vice President Mondrian Investment Pts.; Chair Emeritus Next Step; President Alpha Delta Phi International
Industry Investment Management
Experience
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

Bryan Gross Bryan Gross Greater Philadelphia Area Details
Bryan Gross's Delaware Investments Experience February 1999 - July 2000
Job Director of Operations at Home Helpers of Philadelphia
Industry Hospital & Health Care
Experience
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

Chris McCarthy, CFA Chris McCarthy, CFA Greater Boston Area Details
Chris McCarthy, CFA's Delaware Investments Experience December 2003 - October 2014
Job Managing Director, Head of Institutional Sales at Horizon Kinetics LLC
Industry Investment Management
Experience
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

Herb Phillips Herb Phillips Greater Philadelphia Area Details
Herb Phillips's Delaware Investments Experience 1996 - 1998
Job Regional Vice President at Prudential Financial
Industry Insurance
Experience
Prudential Financial  2003 - Present
Allmerica Financial  2000 - 2002
Lincoln Financial Group  1998 - 2000
Delaware Investments   1996 - 1998

Education
Drexel University - LeBow College of Business

Robert Geary Robert Geary Greater Philadelphia Area Details
Robert Geary's Delaware Investments Experience February 1998 - December 2006
Job
Industry Financial Services
Experience
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

Nicole Nalewajko Nicole Nalewajko Greater Philadelphia Area Details
Nicole Nalewajko's Delaware Investments Experience 1997 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
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

Joe Eckbold Joe Eckbold Greater Philadelphia Area Details
Joe Eckbold's Delaware Investments Experience January 2008 - Present
Job Consultant Relations Associate at Delaware Investments
Industry Financial Services
Experience
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

Spencer Silverthorne Spencer Silverthorne New Orleans, Louisiana Details
Spencer Silverthorne's Delaware Investments Experience June 2005 - August 2006
Job Intern at University of New Orleans Press
Industry Writing and Editing
Experience
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

Don Cobin Don Cobin Greater St. Louis Area Details
Don Cobin's Delaware Investments Experience 2000 - 2001
Job Portfolio Manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
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

Tim Jager Tim Jager Greater Philadelphia Area Details
Tim Jager's Delaware Investments Experience June 1990 - Present
Job Associate Director at Macquarie Group
Industry Financial Services
Experience
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

Jeffrey Hynoski Jeffrey Hynoski Greater Philadelphia Area Details
Jeffrey Hynoski's Delaware Investments Experience February 1998 - June 2005
Job Sr Financial Analyst and Strategic Analysis Planning & Analytics professional
Industry Information Services
Experience
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

Riley Fuller Riley Fuller Greater Philadelphia Area Details
Riley Fuller's Delaware Investments Experience July 2008 - Present
Job Analyst at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   July 2008 - Present

Education
Indiana University - Kelley School of Business   2004 — 2008
Bachelor's, Finance, Spanish

Jim Serhant Jim Serhant Hartford, Connecticut Area Details
Jim Serhant's Delaware Investments Experience January 2001 - May 2005
Job Executive Vice President at Hartford Investment Management
Industry Investment Management
Experience
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

Debra LandsmanYaros Debra LandsmanYaros Greater New York City Area Details
Debra LandsmanYaros's Delaware Investments Experience 2003 - 2006
Job Transparent Value, LLC.
Industry Financial Services
Experience
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

Vincent Brancaccio Vincent Brancaccio Greater Philadelphia Area Details
Vincent Brancaccio's Delaware Investments Experience March 1998 - Present
Job Vice President/Senior Equity Trader at Delaware Investments
Industry Financial Services
Experience
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

Jonathan Hatcher, CFA Jonathan Hatcher, CFA Greater New York City Area Details
Jonathan Hatcher, CFA's Delaware Investments Experience July 2002 - October 2007
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
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

Stephen Busch Stephen Busch Greater Philadelphia Area Details
Stephen Busch's Delaware Investments Experience 2005 - Present
Job SVP Investment Accounting at Delaware Investments
Industry Financial Services
Experience
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

Janet Steinwedel, PhD Janet Steinwedel, PhD Greater Philadelphia Area Details
Janet Steinwedel, PhD's Delaware Investments Experience 1995 - 2001
Job President, Executive Coach at Leader's Insight
Industry Management Consulting
Experience
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

Christopher Calhoun Christopher Calhoun Greater Philadelphia Area Details
Christopher Calhoun's Delaware Investments Experience May 1996 - Present
Job AVP at Delaware Investments
Industry Financial Services
Experience
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

David Scharff David Scharff Greater Philadelphia Area Details
David Scharff's Delaware Investments Experience March 1999 - October 2007
Job Senior Consultant at Eagle Investment Systems
Industry Accounting
Experience
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

Karen Surguine Karen Surguine Fort Wayne, Indiana Area Details
Karen Surguine's Delaware Investments Experience January 1978 - August 2006
Job Realtor at Coldwell Banker Roth Wehrly Graber
Industry Real Estate
Experience
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

Patty Fisher Patty Fisher Fort Wayne, Indiana Area Details
Patty Fisher's Delaware Investments Experience January 2003 - April 2006
Job AVP, RPS Marketing Operations at Lincoln Financial Group
Industry Financial Services
Experience
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

Kelly Doria Kelly Doria Indianapolis, Indiana Details
Kelly Doria's Delaware Investments Experience 1998 - 2000
Job Corporate Counsel at Angie's List
Industry Legal Services
Experience
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

Scott Decatur Scott Decatur Philadelphia, Pennsylvania Details
Scott Decatur's Delaware Investments Experience February 2002 - June 2004
Job Principal, Senior Portfolio Manager at Segall Bryant & Hamill
Industry Financial Services
Experience
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

Laura Motzer Laura Motzer Greater Philadelphia Area Details
Laura Motzer's Delaware Investments Experience November 1998 - 2011
Job Client Services at BNY Mellon
Industry Financial Services
Experience
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

Sam Tropio Sam Tropio Greater Philadelphia Area Details
Sam Tropio's Delaware Investments Experience November 2007 - July 2011
Job Investor Services Manager at Aberdeen Asset Management
Industry Investment Management
Experience
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

Alon Chan Alon Chan Greater Philadelphia Area Details
Alon Chan's Delaware Investments Experience 2008 - March 2010
Job Jr. Accountant at Creative Financial Group
Industry Accounting
Experience
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

Mark Panchison Mark Panchison Greater Philadelphia Area Details
Mark Panchison's Delaware Investments Experience April 2013 - Present
Job AVP Consultant Relations Supervisor at Delaware Investments
Industry Investment Management
Experience
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

Kelly Comitalo Kelly Comitalo Greater Philadelphia Area Details
Kelly Comitalo's Delaware Investments Experience AuditorSlough, Horneff & Fischer, PCJune 2001 - April 2006
Job Commissions Accountant at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   AuditorSlough, Horneff & Fischer, PCJune 2001 - April 2006

Education
La Salle University   2000 — 2002
BA, Accounting

Hardy Zhu Hardy Zhu United States Details
Hardy Zhu's Delaware Investments Experience September 2007 - Present
Job Equity Analyst at Delaware Investments
Industry
Experience
Delaware Investments   September 2007 - Present

Education
Duke University - The Fuqua School of Business
MBA

Stephen Nell Stephen Nell Greater Philadelphia Area Details
Stephen Nell's Delaware Investments Experience 1997 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
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

Sherrie Davis Flaig Sherrie Davis Flaig Fort Wayne, Indiana Area Details
Sherrie Davis Flaig's Delaware Investments Experience October 1986 - June 2009
Job Independent Accounting Professional
Industry Accounting
Experience
Delaware Investments   October 1986 - June 2009

Skills
Investments, Due Diligence

Education
Indiana University—Purdue University Fort Wayne   1983 — 1991
MBA, Finance & Economics

Shawn Lytle Shawn Lytle Philadelphia, Pennsylvania Details
Shawn Lytle's Delaware Investments Experience June 2015 - Present
Job President, Delaware Investments / Macquarie
Industry Investment Management
Experience
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

Jay Newnum Jay Newnum Zionsville, Indiana Details
Jay Newnum's Delaware Investments Experience
Job Regional Director Delaware Investments
Industry Financial Services
Experience
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

Ed Komla-Adzimahe (AKET), CFA,ASA Ed Komla-Adzimahe (AKET), CFA,ASA Greater Philadelphia Area Details
Ed Komla-Adzimahe (AKET), CFA,ASA's Delaware Investments Experience March 2002 - Present
Job Quantitative Analyst at Delaware Investments
Industry Financial Services
Experience
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

Dannye C. Riley Dannye C. Riley Midland, Michigan Details
Dannye C. Riley's Delaware Investments Experience March 2001 - March 2003
Job Stay at Home Full time Mother since 2010
Industry Financial Services
Experience
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

David Prince, CFA David Prince, CFA Greater Philadelphia Area Details
David Prince, CFA's Delaware Investments Experience 1990 - 2007
Job Client Portfolio Manager at Aberdeen Asset Management
Industry Investment Management
Experience
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.

Natalie Samacicia Natalie Samacicia Greater New York City Area Details
Natalie Samacicia's Delaware Investments Experience September 2007 - March 2008
Job SMA Trading Specialist at SEI
Industry Investment Management
Experience
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

Stephen Mullin Stephen Mullin Philadelphia, Pennsylvania Details
Stephen Mullin's Delaware Investments Experience June 2004 - October 2007
Job Portfolio Manager, Head of Long Duration / LDI Strategies at Logan Circle Partners
Industry Investment Management
Experience
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

Chris Testa Chris Testa Rockville Centre, New York Details
Chris Testa's Delaware Investments Experience December 2013 - Present
Job Investment Management Professional
Industry Investment Management
Experience
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

Roseann Reed Roseann Reed Greater Philadelphia Area Details
Roseann Reed's Delaware Investments Experience March 1998 - October 2001
Job Financial Analyst at Cypress Financial Planning
Industry Financial Services
Experience
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

Luke Zimmermann Luke Zimmermann Greater New York City Area Details
Luke Zimmermann's Delaware Investments Experience 2001 - 2005
Job Assistant Vice President at Jefferies Asset Management
Industry Financial Services
Experience
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

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