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
Jack C. Ebenreiter, CFA Jack C. Ebenreiter, CFA Greater Philadelphia Area Details
Jack C. Ebenreiter, CFA's Delaware Investments Experience 1997 - 2004
Job Vice President, Consultant Relations at Federated Investors
Industry Investment Management
Experience
Federated Investors  August 2009 - Present
Turner Investment Partners  2004 - 2009
Delaware Investments   1997 - 2004

Education
Rowan University   1991 — 1996

Joseph McKeever Joseph McKeever Greater Philadelphia Area Details
Joseph McKeever's Delaware Investments Experience March 2007 - May 2008
Job Business Sales Representative at Comcast
Industry Telecommunications
Experience
Comcast  January 2010 - Present
Lincoln Financial Distributors  May 2008 - June 2009
Delaware Investments   March 2007 - May 2008
Hope Partnership for Education  August 2006 - March 2007
Archdiocese of Philadelphia  September 2001 - August 2006

Skills
Sales, Mutual Funds, Salesforce.com, Team Building, Coaching, Microsoft Office, PowerPoint, Microsoft Excel, Building Relationships, New Business Development, Leadership, Financial Services, Retirement, Cold Calling, Relationship Management, Call Center, Direct Sales, Life Insurance, Social Media, Outlook, 401k, Investments, Call Centers, Account Management, CRM, Customer Satisfaction, Sales Management, Telecommunications, Customer Service

Education
Marietta College   1996 — 2000
Bachelor of Arts, Education

Marietta College   1996 — 2000
Bachelor's degree, Elementary Education and Teaching

Colleen Lynch Colleen Lynch Philadelphia, Pennsylvania Details
Colleen Lynch's Delaware Investments Experience April 2014 - Present
Job Internal Sales Consultant at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   April 2014 - Present
Prudential Financial  September 2007 - March 2014
Delaware Investments   July 2005 - September 2007
Abington Friends School  August 2002 - June 2005

Skills
Sales, Territory..., Finance, Investments

Education
Le Moyne College   1998 — 2002
Bachelor of Science (B.S.), Business Administration Major, Marketing Concentration

William Penn Charter High School   1994 — 1998

Christopher Pericak Christopher Pericak Hanover, New Hampshire Details
Christopher Pericak's Delaware Investments Experience February 2009 - June 2009
Job MBA Candidate at the Tuck School of Business at Dartmouth
Industry Management Consulting
Experience
The Advisory Board Company  November 2013 - July 2015
The Advisory Board Company  October 2011 - November 2013
The Advisory Board Company  October 2009 - October 2011
Delaware Investments   February 2009 - June 2009
Putnam Associates  July 2008 - December 2008
New York State Department of Transportation  June 2006 - August 2007

Skills
Financial Modeling, Qualitative Research, Policy Analysis, Financial Analysis, Quantitative Analytics, Data Analysis, Management Consulting, Valuation, Strategy, Marketing Strategy, Health Care Reform, Strategic Planning, Market Analysis, Analysis, Market Research, Analytics

Education
The Tuck School of Business at Dartmouth   2015 — 2017
Master of Business Administration (MBA)

University of Chicago
MA, International Relations and Affairs

Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge

Saint Anselm College   2002 — 2006
BA, International Relations

Patrick Manning Patrick Manning Phoenix, Arizona Area Details
Patrick Manning's Delaware Investments Experience January 2000 - December 2001
Job Asset Management Sales Professional
Industry Financial Services
Experience
RS Investments  November 2010 - October 2012
The Hartford Mutual Funds  January 2004 - October 2010
Wells Fargo  January 2002 - December 2003
Delaware Investments   January 2000 - December 2001

Skills
Mutual Funds, Series 63, Series 7, Series 65, Series 6

Education
Philadelphia University   1995 — 1999
Bachelor of Science, Finance and International Business

Brian Jenkins Brian Jenkins Greater Philadelphia Area Details
Brian Jenkins's Delaware Investments Experience April 1987 - August 1999
Job Director of Technology Operations at Regulatory DataCorp.
Industry Financial Services
Experience
Regulatory DataCorp.  July 2013 - Present
Philadelphia Metro Area   April 1987 - Present
Synthes  December 2012 - April 2013
Delaware Investments, a member of the Macquarie Group  January 2010 - September 2012
Lincoln Financial - Delaware Investments   July 2002 - January 2010
United Messaging, Inc  August 1999 - April 2002
Delaware Investments   April 1987 - August 1999

Skills
Strategic Planning, Customer Service, Business Recovery..., IT Infrastructure..., Solution Architecture, Operational Risk..., Operations Management, Service Delivery, Call center start-up, Early-stage Startups, Vendor Management, Asset Managment, Project Management, Equities, Process Improvement, System Administration, Alternative Investments, Portfolio Management, Business Analysis, Risk Management, Investments, Financial Services, Data Center, IT Strategy, Program Management, ITIL, SDLC, Leadership, Software Documentation, Security, Start-ups, Quality Assurance, Management, Information Technology, Infrastructure, Virtualization, IT Operations, Disaster Recovery, Asset Management

Education
Pennsylvania State University-Great Valley Graduate Center   2000 — 2003
Masters of Business Administration, New Ventures and Entrepreneurial Studies

Pennsylvania State University-Great Valley Graduate Center   1988 — 1991
Masters of Engineering, Computer Design & Software Engineering

Penn State University   1982 — 1986
Bachelor of Science (BS), Chemical Engineering

Chandra Tyler, PMP Chandra Tyler, PMP Greater Philadelphia Area Details
Chandra Tyler, PMP's Delaware Investments Experience 1996 - 2006
Job Senior Project Manager
Industry Information Technology and Services
Experience
Fiserv Lending Solutions  September 2013 - Present
Oakbrook Solutions  2011 - April 2015
Barclaycard  2010 - 2011
BARCLAYCARD US  2010 - 2011
Evergreen Investments  2006 - 2010
Delaware Investments   1996 - 2006
PNC Bank  1978 - 1995

Skills
Project Management, Budgeting and Planning, Business Analysis, Operations and..., Relationship Management, Accounting/Reconciliatio..., Quality Control, Training of deliverables

Education
Rosemont College
MBA, Management

Saint Joseph's University
BS, Human Services Administration

The George Washington University
Project Management

William Callaghan William Callaghan Greater Philadelphia Area Details
William Callaghan's Delaware Investments Experience May 2014 - August 2014
Job R&D Finance Financial Analyst Fall Coop at GlaxoSmithKline
Industry
Experience
GSK  September 2014 - Present
Delaware Investments   May 2014 - August 2014
BNY Mellon  May 2013 - September 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Reading Comprehension, Oral Comprehension, Oral & Written..., Written & Oral..., Microsoft Exchange, Finance, Accounting, Leadership, Bloomberg Terminal, Travel, Networking

Education
La Salle University   2011 — 2015
Bachelor of Science - Business Administration, Accounting and Finance

La Salle University   2011 — 2015
Finance, Finance, General, 3.39

Jonathan Sobjak Jonathan Sobjak Greater Philadelphia Area Details
Jonathan Sobjak's Delaware Investments Experience 1998 - 2001
Job Client Recovery at Vanguard
Industry Financial Services
Experience
Vanguard  October 2013 - Present
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company   2006 - 2013
PLANCO, The Hartford   2004 - 2006
SEI Investments  2001 - 2004
Delaware Investments   1998 - 2001

Skills
Mutual Funds, Business Development, Asset Allocation, Series 63, Sales, Customer Service, Consultative Sales..., Investment Portfolio..., Public Speaking, New Business Development, Investment Strategies, Alternative Investments, Asset Management, Managed Money, Strategic Planning, Team Leadership, Management, Insurance, Microsoft Excel, Series 7, Series 65, Series 6, PA Life & Health..., Vocational..., Rehabilitation..., Salesforce.com, Mobile Device Management

Education
Penn State University   1994 — 1998
Bachelor’s Degree, Rehabilitation Science

Ken Copley Ken Copley West Des Moines, Iowa Details
Ken Copley's Delaware Investments Experience March 1999 - April 2001
Job Portfolio Manager / Analyst at Capital Executive LLC
Industry Investment Management
Experience
Capital Executive LLC   May 2009 - Present
Principal Global Investors  April 2001 - May 2009
Delaware Investments   March 1999 - April 2001
Capital BIDCO, Inc.   May 1991 - November 1998

Skills
Securities, Bonds, Equities, Portfolio Management, Investments, Structured Finance, Investment Banking, Finance, Due Diligence, Strategy, Asset Management, Fixed Income, Financial Markets, Business Strategy, Bloomberg, Valuation, Investment Management, Financial Modeling, Trading, Alternative Investments, Capital Markets, Financial Analysis, Mutual Funds, Hedge Funds, Equity Research, Asset Allocation, Derivatives, Management, Project Finance, Financial Risk, Investment Strategies, Analysis, Emerging Markets, Corporate Finance, Credit

Education
Michigan State University   1987 — 1991
Master of Business Administration, Finance, 3.80

Northern Michigan University   1984 — 1987
Bachelor of Science, Accounting, Summa Cum Laude 3.95

Northern Michigan University   1978 — 1981
Associate of Science, Social Science - Sociology, 3.94

Matthew P. Mintzer Matthew P. Mintzer New York, New York Details
Matthew P. Mintzer's Delaware Investments Experience December 1988 - July 1993
Job Head of Retirement National Accounts at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2011 - Present
AllianceBernstein  February 2005 - May 2011
Putnam Investments  July 1997 - February 2004
Alliance Capital  August 1993 - July 1997
Delaware Investments   December 1988 - July 1993
DALBAR, Inc.   May 1985 - December 1988
Phoenix Data Systems, Inc.   April 1983 - May 1985

Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management

Education
Penn State University   1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services

Anthony Rossello Anthony Rossello Greater Philadelphia Area Details
Anthony Rossello's Delaware Investments Experience May 2014 - August 2014
Job JPMorgan Chase Summer Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - August 2015
Delaware Investments   May 2014 - August 2014
Delaware Investments   May 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Leadership, Finance, Bloomberg, Investments

Education
Saint Joseph's University   2012 — 2016
Bachelor of Science in Business Administration, Finance and Economics Double Major, 3.59

St. Joseph's Preparatory School - Philadelphia, PA   2008 — 2012
High School Diploma, 3.5

Irina Watkins Irina Watkins Wilmington, Delaware Details
Irina Watkins's Delaware Investments Experience May 2008 - August 2009
Job IT Program Delivery Sr.Specialist/Quality Assurance & Service Metrics Sr. Specialist at CignaHealthSpring
Industry Insurance
Experience
Cigna-HealthSpring  June 2015 - Present
Cigna-HealthSpring  June 2015 - Present
CIGNA Global Insurance   January 2012 - Present
Wilmington Trust  August 2009 - September 2011
Delaware Investments   May 2008 - August 2009
Smurfit-Stone Container Co   April 2007 - March 2008
Applied Card Systems  October 2006 - April 2007
Sr. Accountant   February 2004 - October 2006
Iron Workers Bank   May 2000 - February 2004

Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Modeling, General Ledger, Sarbanes-Oxley Act, Risk Management, Mutual Funds, Banking, Budgets, Forecasting, Investments, Internal Controls, Financial Services, Finance, Analysis

Education
Neumann University   2003 — 2005
Bachelor of Science, Accounting; Accounting

Moscow University   1984 — 1991
Masters, Business, Information Science

AMERICAN BANKING ASSOCIATION
Diploma, Accounting

David Debreceni David Debreceni Greater Philadelphia Area Details
David Debreceni's Delaware Investments Experience April 2003 - June 2007
Job AVP, Equity Investment Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management  June 2014 - Present
Janney Montgomery Scott  April 2013 - June 2014
Susquehanna International Group  January 2011 - March 2013
Susquehanna International Group  June 2007 - May 2011
Delaware Investments   April 2003 - June 2007
IDP  October 2002 - March 2003
Reynolds & Reynolds  November 2001 - October 2002
United Messaging  July 1999 - November 2001
Dell  October 1998 - May 1999
US Army  October 1994 - October 1998

Skills
SQL, Microsoft SQL Server, Web Services, C#, XML, Project Management, Visual Basic, JavaScript, Trading, Equities, Options, Databases, .NET, ASP.NET, Web Applications, Requirements Gathering, Java, Software Design, Perl, Oracle, Solution Architecture, HTML, Business Analysis, Access, Equity Trading

Education
Rutgers University – Camden   2004 — 2007
BS, Finance

Jeff Vogel Jeff Vogel Greater Philadelphia Area Details
Jeff Vogel's Delaware Investments Experience 2002 - 2005
Job Director of Product Marketing at FreedomPay
Industry Marketing and Advertising
Experience
FreedomPay  2014 - Present
eBay Enterprise  2010 - 2013
The Neat Company  2005 - 2009
Delaware Investments   2002 - 2005
Strategic Management Group, Inc.   2000 - 2002

Skills
Marketing Strategy, Brand Development, Marketing Communications, Digital Marketing, Marketing, CRM, Online Advertising, Integrated Marketing, Multi-channel Marketing, Start-ups, Social Media Marketing, E-commerce, Email Marketing, Leadership, B2B, New Business Development, Mobile Devices, Corporate Communications, Blogging, Sales, Business Development, Strategic Selling, Enterprise Software, Negotiation

Education
Villanova University   2011 — 2013
MBA class of 2013, Marketing, Strategic Management

Temple University
B.A., Summa Cum Laude, English, Marketing

Frank Guiliano Frank Guiliano Greater Philadelphia Area Details
Frank Guiliano's Delaware Investments Experience October 2000 - December 2003
Job Plan Consultant at ADMIN Partners, LLC
Industry Human Resources
Experience
ADMIN Partners, LLC   November 2012 - Present
Virtua Health  July 2007 - November 2012
Merrill Lynch  December 2003 - July 2007
Delaware Investments   October 2000 - December 2003
Towers Watson  1998 - 2000

Skills
Pensions, Retirement Planning, Pension Administration, Retirement, Retirement Plan..., 401k, Defined Benefit, Employee Benefits, Process Improvement, Investments, Qualified Retirement..., Human Resources, Insurance, Deferred Compensation, Profit Sharing, Mutual Funds, HRIS, Fixed Annuities, Benefits Administration, ERISA, 403 b

Education
Rowan University   1996 — 1998
Bachelor of Science, Business Administration; Finance

BCHS

Rutgers, The State University of New Jersey-New Brunswick

Seamus Campbell - MBA Seamus Campbell - MBA Greater Philadelphia Area Details
Seamus Campbell - MBA's Delaware Investments Experience January 2013 - Present
Job Experienced Financial Sales Representative
Industry Financial Services
Experience
Delaware Investments   January 2013 - Present
Westgate Property Management   June 2011 - May 2012
ALPS Fund Services, Inc.   June 2008 - July 2010
Old Mutual Capital  June 2007 - July 2008
Gartmore Riverview   February 2004 - June 2007
SEI Investments  July 2000 - February 2004

Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement

Education
St. Joseph's University   2009 — 2012
MBA, Business, 3.75

Roanoke College   1995 — 2000
Business, Accounting

Lisa DeSimone Lisa DeSimone Greater Philadelphia Area Details
Lisa DeSimone's Delaware Investments Experience September 2004 - April 2008
Job Executive Consultant
Industry Financial Services
Experience
Lincoln Financial Group  November 2011 - September 2014
Lincoln Financial Group  April 2008 - November 2011
Delaware Investments   September 2004 - April 2008
Smith Barney / Citigroup  April 2000 - June 2003
A.M. Best Company   October 1998 - April 2000
Metropolitan Life Insurance Company  October 1992 - October 1998

Skills
Investments, Asset Managment, Strategy, Financial Modeling, Valuation, Portfolio Management, Strategic Financial..., Financial Analysis, Equities, Due Diligence, Financial Services, Mergers, Mutual Funds, Risk Management, Insurance, Mergers & Acquisitions, Asset Management, Financial Planning, Retirement, Securities, Finance, Retirement Planning, 401k

Education
Rensselaer Polytechnic Institute   1990 — 1992
MBA, Finance

Penn State University   1985 — 1989
BS, Finance

South Allegheny   1980 — 1986
HS

Pete DeStefano Pete DeStefano Greater Philadelphia Area Details
Pete DeStefano's Delaware Investments Experience July 2014 - Present
Job Senior Marketing Specialist at Delaware Investments
Industry Writing and Editing
Experience
Delaware Investments   July 2014 - Present
Delaware Investments   September 2007 - June 2014
GlaxoSmithKline  August 2007 - April 2010
PR Newswire  1997 - 2007

Skills
Marketing Communications, Proofreading, Editing, Copy Editing, Copywriting, Social Media, Newsletters, Publications

Education
Moravian College
Bachelor of Arts, English

Joe Van Thuyne Joe Van Thuyne Greater Philadelphia Area Details
Joe Van Thuyne's Delaware Investments Experience March 1997 - 2003
Job Principal, VT Consulting
Industry Financial Services
Experience
Van Thuyne Consulting   January 2011 - Present
Independence Capital Partners  April 2011 - June 2012
Unisys  June 2009 - January 2010
Bearingpoint  December 2005 - 2009
Janney Montgomery Scott  November 2004 - 2005
Delaware Investments   March 1997 - 2003
KPMG  September 1994 - March 1997

Skills
Deferred Compensation, Succession Planning, Employee Relations, Vendor Management, Process Improvement, Project Management, Operational Excellence, Employee Training, Integrity, Teamwork, Software Selection, Leading Meetings, Outsourcing, Onboarding, Talent Management, HRIS, Human Resources, Workforce Planning, Management Consulting, Change Management, Recruiting, Employee Benefits, Performance Management, HR Policies, Talent Acquisition, Applicant Tracking..., HR Consulting, Executive Coaching, Organizational..., Corrective Exercise, Personal Training, Yoga, Management, Sourcing, Strategic Planning, Organizational..., Personnel Management, Leadership, Interviews, Training, Strategy, Coaching

Education
La Salle University - School of Business Administration
Human Resources and Labor Relations

Lee Hecht Harrison   2012 — 2015
Certified, Career Coach

KPMG
Six Sigma - Lean "Green Belt"

Yale School of Management
Executive Leadership Program

National Academy of Sports Medicine (NASM)
Board Certification: Personal Training, Corrective Exercise

Yoga Alliance   2011 — 2012
RYT 200 - Pranakriya Yoga, (Trainer - Master Yoganand Michael Carroll), Kripalu, Hatha

Glenn Dever Glenn Dever Greater Philadelphia Area Details
Glenn Dever's Delaware Investments Experience September 1994 - January 1997
Job President at Coho Partners, Ltd.
Industry Investment Management
Experience
Coho Partners, Ltd.   January 2009 - Present
Turner Investment Partners  February 1997 - December 2008
Delaware Investments   September 1994 - January 1997
NEPC  January 1991 - September 1994
Ameritech  October 1984 - December 1990

Skills
Investments, Valuation, Mutual Funds, Portfolio Management, New Business Development

Education
Quinlan School of Business, Loyola University Chicago   1987 — 1989
MBA, Finance

Miami University   1980 — 1984
Bachelor of Science, Finance

Brett Wright Brett Wright Philadelphia, Pennsylvania Details
Brett Wright's Delaware Investments Experience July 2014 - Present
Job Head of ThirdParty Distribution at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   July 2014 - Present

Skills
Alternative Investments, Mutual Funds, Investments, Separately Managed..., Asset Management, Series 7, Series 63, Relationship Management, Business Development

Education
Penn State University   1989 — 1992
1992, HR & IM

Tom Intoccia Tom Intoccia Greater Philadelphia Area Details
Tom Intoccia's Delaware Investments Experience 2000 - 2001
Job VP & Sr. Divisional Managing Director at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services  January 2013 - Present
Charles Schwab Advisor Services  October 2011 - January 2013
Charles Schwab Advisor Services  January 2008 - October 2011
Schwab Institutional  May 2006 - January 2008
MassMutual Financial Group  2002 - 2006
Delaware Investments   2000 - 2001
CitiGroup  1998 - 2000
Alliance Capital  1993 - 1998

Skills
Series 24, Series 7, Series 63

Education
Regis University
Master of Business Administration (MBA)

Temple University
Bachelor of Business Administration (BBA)

The American College
Chartered Financial Consultant (CHFC)

Methacton High School

Kelly O'Hara Kelly O'Hara Philadelphia, Pennsylvania Details
Kelly O'Hara's Delaware Investments Experience September 2013 - Present
Job Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
Graham Capital Management  July 2011 - August 2013
Graham Capital Management  2009 - 2011

Skills
Marketing, Investments, Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Economics, Microsoft Excel, Capital Markets, Quantitative Analytics

Education
Saint Lawrence University   2007 — 2011
BA, Economics

Joseph Patrick McGlynn Joseph Patrick McGlynn Greater Philadelphia Area Details
Joseph Patrick McGlynn's Delaware Investments Experience July 2006 - May 2007
Job After 5 years working for nonprofits in Asia, seek to utilize accounting/dataintegrity skills
Industry Financial Services
Experience
Assumption University  May 2010 - December 2011
Lertlah School - Kaset-Nawamin Road   May 2007 - April 2010
Delaware Investments   July 2006 - May 2007
BlackRock Financial Management  November 2004 - May 2006
Delaware Investments, Philadelphia   September 1998 - November 2004
Loewen Group International   March 1997 - September 1998
American HomePatient  June 1994 - February 1997

Skills
Business Analysis, Microsoft Office, Investments, Research, Public Speaking, E-learning, Mentoring, Writing

Education
Saint Joseph's University   1998 — 2000
Master of Business Administration (Specialization:Finance), Finance

Saint Joseph's University   1990 — 1994
Bachelor of Science, Accounting

Saint Joseph's Preparatory   1987 — 1990
3.65

Sharon L Hopson Sharon L Hopson Greater Philadelphia Area Details
Sharon L Hopson's Delaware Investments Experience October 1999 - October 2003
Job Account Manager at Healthcare Industry
Industry Insurance
Experience
Healthcare Industry  February 2012 - Present
Horizon Blue Cross Blue Shield of New Jersey  March 2004 - Present
Horizon Blue Cross Blue Shield  March 2004 - 2011
Delaware Investments   October 1999 - October 2003

Skills
Strategy, Negotiation, Time Management, Accounting, Banking, Managed Care, Health Insurance, Insurance, Healthcare, Employee Benefits, Process Improvement, Customer Service, Leadership, HIPAA, Strategic Planning, Underwriting

Education
Morgan State University   1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General

Karen Kanjian Karen Kanjian Washington D.C. Metro Area Details
Karen Kanjian's Delaware Investments Experience December 2002 - September 2004
Job Vice President Executive Compensation & Compliance Director at Leidos
Industry Human Resources
Experience
Leidos  June 2013 - Present
XL Group plc  January 2010 - June 2013
Lincoln Financial Group  July 2009 - January 2010
Lincoln Financial Group  December 2004 - July 2009
Delaware Investments   December 2002 - September 2004
Dechert LLP  September 1998 - December 2002

Skills
ERISA, Executive Pay, Employee Benefits, Mergers, Deferred Compensation, Securities Regulation, Securities, Insurance, Corporate Governance, Pensions, Due Diligence, Employment Law, Litigation, 401k, Corporate Law, Defined Contribution, Retirement, Investments, Financial Services, Defined Benefit, Legal Compliance, Compensation & Benefit, Retirement Planning, Reinsurance, Tax Law, Mergers & Acquisitions, Litigation Management, Benefits Administration, M&A experience, Life Insurance, Incentive Programs, FMLA, Qualified Retirement..., Arbitration, Legal Writing, Human Resources, Non-Qualified Deferred..., Succession Planning, Executive Management

Education
Temple University - James E. Beasley School of Law   1995 — 1998
JD, Law

Reed College
BA, English Literature

Audrey Stackhouse Audrey Stackhouse Greater Philadelphia Area Details
Audrey Stackhouse's Delaware Investments Experience October 1997 - October 1998
Job Vice President, Marketing at MSCI Inc.
Industry Marketing and Advertising
Experience
MSCI Inc.  September 2013 - Present
SEI  March 2010 - September 2011
ING  January 2007 - December 2008
ING  January 2005 - January 2007
ING  July 2002 - January 2005
Healthaxis  October 2000 - July 2002
Provident Mutual Life Insurance Company  October 1998 - October 2000
Delaware Investments   October 1997 - October 1998
Gelt Financial   1995 - 1996

Skills
Project Planning, Marketing Communications, Marketing, Direct Marketing, Corporate Communications, Marketing Strategy, Internal Communications, Financial Services, Integrated Marketing, Strategic Communications, Public Relations, New Business Development, Budgets, Lead Generation, Advertising, Product Management, Event Management, Team Building, Email Marketing, Program Management, Strategy, Product Marketing, Training, CRM, Marketing Management, Digital Marketing

Education
University of Pennsylvania - The Wharton School
Competitive Marketing Strategy Program

Temple University
Bachelor of Arts, Communications

Robbi Anne Albert-Jones Robbi Anne Albert-Jones Greater Philadelphia Area Details
Robbi Anne Albert-Jones's Delaware Investments Experience 1994 - 2000
Job Breastfeeding Services Manager at Gateway Community Action Partnership
Industry Health, Wellness and Fitness
Experience
Gateway Community Action Partnership  October 2010 - Present
Holistic Living Studio   June 2007 - Present
Better Birth Network   2004 - Present
Southern New Jersey Perinatal Cooperative  June 2008 - October 2010
Delaware Investments   1994 - 2000

Skills
Birth, Babies, Holistic Health, Public Relations, Public Speaking

Education
Rowan University   1989 — 1991
BA, Communications

Peirce College   1985 — 1987
Associates, Marketing

Trent A. Hoilien, Esq., APM Trent A. Hoilien, Esq., APM Greater Philadelphia Area Details
Trent A. Hoilien, Esq., APM's Delaware Investments Experience October 2001 - May 2008
Job Associate Vice President & Senior ERISA Counsel at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants  May 2008 - Present
Stephen H. Rosen & Associates, Inc.   May 2008 - May 2014
Delaware Investments   October 2001 - May 2008
BISYS Retirement Plan Services   1999 - 2001

Education
Oklahoma City University School of Law   1992 — 1995
J.D., Law

University of Oklahoma   1988 — 1992
B.A., Public Affairs and Administration

Tara Degler Tara Degler Greater Philadelphia Area Details
Tara Degler's Delaware Investments Experience April 1998 - April 2000
Job Vice President, Regional Communications, Global Corporate Affairs
Industry Computer Software
Experience
SAP  May 2000 - Present
Delaware Investments   April 1998 - April 2000

Skills
Internal Communications, Communication Training, Corporate Communications, Messaging, Thought Leadership, Crisis Communications, Strategic Communications, Marketing Communications, Communications Planning, Media Relations, Speech Writing, Newsletters, Editing, Publications, Marketing, Event Management, Integrated Marketing, Copy Editing, Analyst Relations, Go-to-market Strategy, Strategy, Web Content Management, Web Content, Public Relations, Corporate Social..., Demand Generation, Reputation Management, Corporate Branding, Content Development, Sales Enablement, Content Management, Press Releases, Copywriting, Content Strategy, Crisis Management

Education
Temple University   1990 — 1994
BA, Communications

Methacton High School   1987 — 1990

Sarah DeCamp Sarah DeCamp Boston, Massachusetts Details
Sarah DeCamp's Delaware Investments Experience July 2010 - August 2010
Job Associate, Investor Relations at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital  May 2015 - Present
Investor Group Services (IGS)   February 2015 - May 2015
Investor Group Services (IGS)   July 2013 - February 2015
The Beacon Group  June 2012 - June 2013
Delaware Investments   July 2010 - August 2010
Delaware Investments   June 2009 - August 2009

Skills
Strategy, Research, Analysis, PowerPoint, Microsoft Excel, Due Diligence, Management, Market Analysis, Segmentation, Customer Insight, Modeling, Middle Market, Private Equity

Education
Middlebury College   2008 — 2012
Bachelor of Arts, History

Middlebury College in Spain   2011 — 2011
Semester Abroad, Spanish, Economics, and Politics

Tuck School of Business at Dartmouth   2011 — 2011
Business Bridge Program for Undergraduates

The Agnes Irwin School   2004 — 2008
High School

David Heflin, CIMA®, CFP® David Heflin, CIMA®, CFP® Chatham, New Jersey Details
David Heflin, CIMA®, CFP®'s Delaware Investments Experience December 1996 - May 2004
Job Vice President/Client Portfolio Manager at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  May 2005 - Present
Nuveen Investments  May 2004 - May 2005
Delaware Investments   December 1996 - May 2004

Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Series 7, Securities, Capital Markets, Series 63, Derivatives, Asset Allocation, Financial Modeling

Education
Rider University   1989 — 1993
Bachelor's degree, Finance, General

Lee Giannone Lee Giannone Greater New York City Area Details
Lee Giannone's Delaware Investments Experience 1995 - 2004
Job Managing Director Institutional Markets at American Realty Capital
Industry Financial Services
Experience
American Realty Capital  May 2014 - February 2015
ZAIS Group, LLC  2009 - May 2014
Mondrian Investment Partners  2004 - 2009
Delaware Investments   1995 - 2004

Skills
Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investments, Portfolio Management, Capital Markets, Equities, Mutual Funds, Structured Products, Trading, Bonds, Structured Finance, Derivatives, Financial Services, Investor Relations, Series 7

Education
Penn State University
Master of Business Administration (MBA), International Marketing

Ryan Potts, MBA Ryan Potts, MBA Philadelphia, Pennsylvania Details
Ryan Potts, MBA's Delaware Investments Experience August 2005 - September 2007
Job Investment Accounting Supervisor
Industry Financial Services
Experience
BNY Mellon  September 2007 - Present
Delaware Investments   August 2005 - September 2007
Delaware Investments   November 2003 - August 2005
Bristol-Myers Squibb  September 2003 - November 2003
United States Postal Service  May 2003 - August 2003

Skills
Financial Reporting, Mutual Funds, Bloomberg Terminal, Staff Supervision, Fund Accounting, Bloomberg, Hedge Funds, Fund Administration, Equities, Derivatives, Corporate Actions, Securities, Financial Services, Alternative Investments, Fixed Income, Fund Of Funds, Valuation, Asset Management, Investments

Education
La Salle University   2006 — 2012
Master of Business Administration (M.B.A.), Finance, General

University of Scranton   1999 — 2003
BS, Finance, General

Frank Moschella Frank Moschella Greater Philadelphia Area Details
Frank Moschella's Delaware Investments Experience 2000 - 2005
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  August 2012 - Present
New York Life  July 2009 - July 2012
Delaware Investments   2000 - 2005

Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Series 6, Securities, Investments, Series 63, Retirement, Series 7, Life Insurance, Long-term Care, Strategic Financial..., Estate Planning, Wealth Management, Financial Services, 401k, Asset Managment, Employee Benefits, Investment Strategies

Education
Penn State University   1984 — 2000

Central High   1980 — 1984

Lex Terenchin Lex Terenchin Greater Philadelphia Area Details
Lex Terenchin's Delaware Investments Experience May 1998 - April 2004
Job Talent Acquisition Manager at Canon USA
Industry Human Resources
Experience
Canon USA  March 2015 - Present
Canon USA  August 2012 - March 2015
Canon Financial Services, Inc.   February 2012 - August 2012
Wells Fargo Auto Finance  November 2004 - October 2011
Delaware Investments   May 1998 - April 2004
Robert Half, Inc.   March 1997 - May 1998

Skills
Recruiting, Financial Services, Time Management, Applicant Tracking..., College Recruiting, Talent Acquisition

Education
La Salle University
BA

Villanova University

George Stott, ChFC, LUTCF George Stott, ChFC, LUTCF Greater Philadelphia Area Details
George Stott, ChFC, LUTCF's Delaware Investments Experience 1991 - 1993
Job Owner/Financial Advisor at Vector Investment Planning, LLC
Industry Financial Services
Experience
Vector Investment Planning, LLC   March 2011 - Present
GlobalGreen Insurance Agency   September 2010 - June 2011
Allstate  February 2006 - September 2010
AXA Equitable  September 2004 - December 2005
Pacific Life  July 2001 - September 2004
ING  August 1996 - June 2001
Delaware Investments   1991 - 1993

Education
Rowan University
Music Education

Ben Cahyono Ben Cahyono Atlanta, Georgia Details
Ben Cahyono's Delaware Investments Experience January 2008 - November 2012
Job Director of Alternative Investments at Georgia Division of Investment Services
Industry Financial Services
Experience
Georgia Division of Investment Services   November 2012 - Present
Delaware Investments   January 2008 - November 2012
Florida State Board of Administration  October 2004 - January 2008
One Equity Partners (Bank One)   August 2000 - October 2004
JPMorgan Asset Management (Banc One Investment Management Group)   April 1995 - August 2000

Skills
Private Equity, Hedge Funds, LBO, Mutual Funds, Venture Capital, Mezzanine, Growth Capital, Portfolio Management, Fund Of Funds, Investments, Alternative Investments, Financial Modeling, Due Diligence, Asset Managment, Institutional..., Fixed Income, Finance, Asset Management, Equities, Investment Management

Education
University of Dayton   1996 — 1998
MBA, Finance

Ohio Dominican University   1992 — 1995
BA, Business Administration

Carly Bitzer Carly Bitzer Philadelphia, Pennsylvania Details
Carly Bitzer's Delaware Investments Experience May 2013 - August 2013
Job Advisory Associate at KPMG
Industry Management Consulting
Experience
KPMG  August 2014 - Present
Penn State Women's Lacrosse   August 2010 - May 2014
Delaware Investments   May 2013 - August 2013
Bucks Select Lacrosse   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Marketing, Facebook, Event Planning, Microsoft Word, Customer Service, Social Media Marketing, Social Networking, Data Analysis, Public Relations, Leadership, Marketing Communications, Team Leadership

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Management

Penn State University   2010 — 2014
Business Administration and Management, General

Caitlin Chamberlain Caitlin Chamberlain Philadelphia, Pennsylvania Details
Caitlin Chamberlain's Delaware Investments Experience May 2013 - August 2013
Job Van Driver at Sarah Lawrence College
Industry
Experience
Habitat for Humanity Philadelphia Inc.  June 2014 - Present
Sarah Lawrence College  September 2013 - Present
Sarah Lawrence College  December 2012 - Present
Moolahs   April 2013 - November 2013
Delaware Investments   May 2013 - August 2013
Friends Select   June 2010 - August 2012
Friends Select School  May 2012 - June 2012
The Law Office of Carol E. Swanson   May 2011 - August 2011
The Tennis Farm  June 2010 - August 2010
The Hunter School  September 2009 - June 2010

Skills
Effective Public Speaker, Fluent in Spanish, Competent with German, Proficient in Microsoft..., Work well in a group or..., Organized, with..., Creative Writing

Education
Sarah Lawrence College   2012 — 2016

Friends Select School   1999 — 2012
High School

Nicole Scharibone Nicole Scharibone Trenton, New Jersey Details
Nicole Scharibone's Delaware Investments Experience June 1997 - October 1998
Job Klatzkin & Company, LLP Supervisor
Industry Accounting
Experience
Klatzkin & Company, LLP   July 2004 - Present
WithumSmith+Brown  October 2001 - July 2004
Schaeffer Lamont & Associates, PC   October 1998 - October 2001
Delaware Investments   June 1997 - October 1998

Skills
GAAP, US GAAP, Auditing, Internal Controls, Accounting, Tax Preparation, Tax, Financial Reporting, Financial Accounting, Financial Statements, Income Tax, Corporate Finance, Bookkeeping, Financial Analysis, Public Speaking, Nonprofits

Education
Saint Joseph's University   1993 — 1997
Bachelor's degree, Accounting

Notre Dame High School   1989 — 1993

Ryan Kavanaugh Ryan Kavanaugh Greater Philadelphia Area Details
Ryan Kavanaugh's Delaware Investments Experience June 2014 - August 2014
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   June 2015 - Present
Delaware Investments   June 2014 - August 2014
Legg Mason  June 2013 - December 2013
Johnson & Johnson  July 2012 - January 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Bloomberg, Factset, Morningstar Direct, Financial Analysis, Leadership, Time Management

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (BS), Finance, General

Kevin Bartels Kevin Bartels San Francisco Bay Area Details
Kevin Bartels's Delaware Investments Experience March 2001 - January 2006
Job Integrations Product Manager at Intuit Demandforce
Industry Internet
Experience
Demandforce, an Intuit Company  March 2011 - Present
macys.com  September 2007 - April 2011
Barneys New York  July 2007 - August 2007
Trenton Board of Education/Trenton Public Schools  January 2007 - June 2007
Commerce Bank  February 2007 - May 2007
Bristol-Myers Squibb  August 2006 - December 2006
Richard Stockton College of NJ  February 2003 - May 2006
Delaware Investments   March 2001 - January 2006

Skills
Technical Support, Windows Server, Salesforce.com, Microsoft SQL Server, Project Management, Integration, Windows XP, XML, Access, JIRA, Vendor Management, HTML, Technical Documentation, Atlassian JIRA, Business Analysis, ODBC, Confluence, Microsoft Access, Small Business Marketing, Relational Databases, Management, Leadership, Product Management

Education
Stockton University   2002 — 2006
Bachelor’s Degree, Computer Science and Information Systems

Ashley Peckham Ashley Peckham Boston, Massachusetts Details
Ashley Peckham's Delaware Investments Experience December 2007 - August 2008
Job Project Coordinator at Suffolk Construction
Industry Construction
Experience
Suffolk Construction  November 2013 - Present
Suffolk Construction  October 2011 - November 2013
JP Morgan Chase  December 2009 - September 2011
Delaware Investments   December 2007 - August 2008
State Street  March 2005 - July 2007

Skills
Business Analysis, Insurance, Equities, Securities, Financial Services, Valuation

Education
Penn State University   1999 — 2003
Bachelor of Arts, Fine Arts

Ralph Gebbia Ralph Gebbia Greater New York City Area Details
Ralph Gebbia's Delaware Investments Experience July 1996 - October 2001
Job Training Professional
Industry Professional Training & Coaching
Experience
HCD Human Corporate Dynamics   April 2010 - Present
Delta Dental of PA  July 2008 - April 2010
eMoney Advisor  April 2002 - October 2007
Delaware Investments   July 1996 - October 2001
Sanchez Computer Associates  April 1992 - September 1995
EDS (Electronic Data Systems)   August 1990 - March 1992
Bankers Trust Company  May 1986 - June 1990
Merrill Lynch, Pierce, Fenner and Smith, Inc.   January 1983 - April 1986

Skills
Project Management, Program Management, Training, Strategic Planning, Human Resources, Leadership, Management, Vendor Management, Consulting, Process Improvement, Team Building, Customer Service, Sales, Software Documentation, Marketing, Leadership Development, Business Analysis, Team Leadership, Performance Management

Education
Pace University   1981 — 1986
BS, Computer Information Systems

kristen giacchino kristen giacchino Greater Philadelphia Area Details
kristen giacchino's Delaware Investments Experience February 2000 - January 2002
Job crew coach at baldwin school
Industry Sports
Experience
baldwin school  February 2007 - Present
The Baldwin School  February 2006 - Present
The Agnes Irwin School  February 2003 - January 2007
Delaware Investments   February 2000 - January 2002
Vanguard  February 1999 - January 2000
Vanguard  February 1997 - January 1999

Skills
Training

Education
Saint Joseph's University   1993 — 1997
B.S, Finance

Saint Joseph's University
BS, Finance

Gwen Allen Gwen Allen Greater Philadelphia Area Details
Gwen Allen's Delaware Investments Experience January 1986 - January 2001
Job Human Resource Navigator
Industry Human Resources
Experience
EDS/Towers Perrin 2004   September 2004 - August 2008
Bisys Plan services  January 2002 - June 2004
Delaware Investments   January 1986 - January 2001

Skills
Sales, Employee Benefits, Customer Service, Customer Satisfaction, HRIS, Employee Relations, Recruiting, Interviews, Training, Coaching, Performance Management

Education
Saint Joseph's University
Bachelor of Science (B.S.), Professional and Liberal Studies; Organizational Development and Leadership

Edward Klos Edward Klos Greater Philadelphia Area Details
Edward Klos's Delaware Investments Experience December 2004 - March 2007
Job Contract Specialist Clothing & Textile Supply Chain, Defense Logistics Agency, Defense Logistics Center Philadelphia
Industry Financial Services
Experience
Federal Gov't / Naval Depot / Defense Logistics Agency   February 2010 - Present
Lincoln Financial Group  April 2007 - June 2009
Delaware Investments   December 2004 - March 2007
Delaware Investments   March 1998 - November 2004
PNC Advisors  July 1996 - February 1998
PNC Advisors  January 1995 - June 1996
PNC Advisors  December 1988 - December 1994

Education
Saint Joseph's University   1990 — 1996
Bachelor, Finance

Father Judge High School   1983 — 1987
Diploma, Business

Dana Cumberland Dana Cumberland Dallas/Fort Worth Area Details
Dana Cumberland's Delaware Investments Experience January 2005 - July 2007
Job Project Manager PMO
Industry Retail
Experience
7-Eleven  April 2015 - Present
7-Eleven  September 2014 - April 2015
7-Eleven  April 2012 - September 2014
7-Eleven  April 2010 - April 2012
Calvin Klein Specialty Retail   March 2008 - April 2010
TARGET CORPORATION  July 2007 - March 2008
Delaware Investments   January 2005 - July 2007
Delaware Investments   May 2003 - December 2004
Investors Bank and Trust  2001 - October 2002

Skills
Project Management, Operations Management, Retail, Leadership, Strategic Planning, SharePoint, Adobe Creative Suite, Merchandising, Marketing, Microsoft Office, Sales, Inventory Management, Customer Service, Team Building, Budgets, Coaching, Forecasting

Education
Philadelphia University
MBA, Marketing

Rowan University   1996 — 1999
Bachelor of Science (B.S.), Marketing

Lindwood Wilmer Lindwood Wilmer Greater Philadelphia Area Details
Lindwood Wilmer's Delaware Investments Experience July 2005 - August 2006
Job RFP Specialist at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  January 2011 - Present
Delaware Investments, a member of the Macquarie Group  August 2006 - December 2010
Delaware Investments   July 2005 - August 2006
Delaware Investments   October 2004 - July 2005

Skills
Series 63, Mutual Funds, Series 6, Financial Services, Investments, Asset Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Finance, Securities, Microsoft Office, Microsoft Excel, Relationship Management

Education
2016 Level II Candidate in the CFA Program

Syracuse University   2000 — 2004
Bachelor's degree, Economics, African American Studies

Gordon (Gus) Searles Gordon (Gus) Searles Greater Philadelphia Area Details
Gordon (Gus) Searles's Delaware Investments Experience 1995 - 2003
Job Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  March 2015 - Present
Relationship Management   August 2014 - March 2015
Transamerica Retirement Solutions  2005 - August 2014
Delaware Investments   1995 - 2003
Federated Investors  1994 - 1995
Johnson Companies   1988 - 1994
Mid America Group  1980 - 1988

Skills
Series 63, 401k, Defined Benefit, Series 6, CRM, Pensions, Retirement Planning, Series 7, Profit Sharing, Retirement Plan..., Retirement, Mutual Funds, ERISA, Defined Contribution, Qualified Retirement..., Series 65, Relationship Management, Investments, Financial Services, Employee Benefits, Management, Asset Allocation

Education
Penn State   1974 — 1978
BS

Hanan Shandler Hanan Shandler Philadelphia, Pennsylvania Details
Hanan Shandler's Delaware Investments Experience June 2015 - August 2015
Job Student at Temple University Fox School of Business and Management
Industry
Experience
TEMPLE UNIVERSITY  January 2014 - Present
Delaware Investments   June 2015 - August 2015

Skills
Leadership, Research, Logistics, Microsoft Excel, Microsoft Office, Program Management, Economics, Operations Management, Data Analysis, Event Planning

Education
Temple University - Fox School of Business and Management   2013 — 2017
Finance, General

Ramapo College of New Jersey   2012 — 2013

Jeana D'Agostino Jeana D'Agostino Voorhees, New Jersey Details
Jeana D'Agostino's Delaware Investments Experience April 2014 - Present
Job Internal Consultant at Delaware Investments a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   April 2014 - Present
Lincoln Financial Advisors  January 2011 - March 2014
Ameriprise Financial Services, Inc.   March 2006 - January 2011

Skills
Series 7, Series 66, Life & Health Insurance..., Variable Life, Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Accumulation, Investment Advisory, Wealth Management, Fixed Annuities, Insurance, IRAs, Estate Planning, Financial Planners, Mutual Funds, Uniform Combined State...

Education
Rowan University   2005 — 2009
Bachelor of Science (B.S.), Accounting

Eastern High School

Reid Weber Reid Weber Philadelphia, Pennsylvania Details
Reid Weber's Delaware Investments Experience June 2015 - Present
Job Intern at Delaware Investments A member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   June 2015 - Present
Edge Design Group   June 2014 - August 2014
Reid Weber Lacrosse   May 2014 - August 2014
Philadelphia Cricket Club  June 2011 - August 2013
Germantown Academy Tennis Camp   June 2010 - August 2010

Education
Lehigh University   2012 — 2016
Major- Graphic Design Minor- Business

Germantown Academy   2007 — 2012

Charlene Woods, MBA Charlene Woods, MBA Greater Philadelphia Area Details
Charlene Woods, MBA's Delaware Investments Experience June 2007 - June 2008
Job Corporate Finance Senior Accountant at The Citco Group of Companies
Industry Accounting
Experience
The Citco Group of Companies  November 2014 - Present
Associa Mid-Atlantic Management Corportation   June 2008 - September 2014
Delaware Investments   June 2007 - June 2008
KPMG  August 2006 - June 2007
Amtrak  October 1989 - August 2005

Skills
Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Revenue Recognition, Journal Entries, Financial Statements, Internal Controls, Accruals, Big 4, Year-end Close, GAAP, Fixed Assets, US GAAP, Accounts Payable, Accounting, Budgets

Education
Saint Joseph's University   2014 — 2015
Master of Business Administration (M.B.A.)

Penn State University   2003 — 2006
Bachelor of Science (B.S.), Accounting

William Flores William Flores Greater Philadelphia Area Details
William Flores's Delaware Investments Experience January 2009 - November 2011
Job Head of Compliance at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management  December 2013 - Present
Dupont Capital Management  June 2013 - December 2013
Aberdeen Asset Management  December 2011 - June 2013
Delaware Investments   January 2009 - November 2011
Citi  September 2005 - December 2008
J.P. Morgan   May 2004 - September 2005
UBS  2001 - 2002

Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management

Education
Syracuse University   1996 — 2000
BA, Economics, Political Science

Strath Haven   1992 — 1996

Thomas Andrew Sullivan III Thomas Andrew Sullivan III Greater Philadelphia Area Details
Thomas Andrew Sullivan III's Delaware Investments Experience July 2014 - Present
Job Internal Consultant Delaware Investments, A member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments   July 2014 - Present
Delaware Investments   June 2013 - June 2014
Allstate  May 2011 - July 2011

Skills
Public Speaking, People-oriented, Social Media, Investments, Financial Modeling, Strategic Financial..., Social Networking, Zephyr Style Advisor, Morningstar, Financial Analysis, Mutual Funds, Financial Planning

Education
Saint Joseph's University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior

Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Wilmington Christian School   2006 — 2010

Sam Giordano Sam Giordano Clarksboro, New Jersey Details
Sam Giordano's Delaware Investments Experience July 2011 - Present
Job Strategic Relationship Management at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   July 2011 - Present
Delaware Investments   August 2006 - July 2011

Skills
Mutual Funds, Investments, Asset Management, Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Allocation, Series 7, Series 63, Bloomberg, Securities, Wealth Management, Investment Strategies

Education
La Salle University   2000 — 2002
Bachelor of Arts (BA), American History (United States)

Amanda Dougherty Amanda Dougherty Philadelphia, Pennsylvania Details
Amanda Dougherty's Delaware Investments Experience August 2014 - Present
Job Client Service Associate at Delaware Investments
Industry Financial Services
Experience
Twisters Wellness Centers   June 2015 - Present
Delaware Investments   August 2014 - Present
Loyola University Maryland  January 2012 - May 2014
Delaware Investments   2013 - 2013

Skills
PowerPoint, Social Media, Public Speaking, Microsoft Word

Education
Loyola University Maryland   2010 — 2014
Bachelor of Arts (B.A.), History and Writing

Derek Hewlett Derek Hewlett Scranton, Pennsylvania Area Details
Derek Hewlett's Delaware Investments Experience May 2002 - August 2002
Job Collector at Commonwealth Financial Systems
Industry Financial Services
Experience
Commonwealth Financial Systems  August 2013 - Present
USCB Corporation   July 2012 - December 2012
Combined Insurance  September 2011 - October 2012
Citadel Broadcasting  May 2011 - May 2011
E*TRADE Financial  April 2007 - September 2009
Etrade Financial  August 2006 - April 2007
E*TRADE Financial  March 2006 - August 2006
TD Waterhouse  February 2005 - March 2006
Hewlett Investments   August 2003 - October 2004
Delaware Investments   May 2002 - August 2002

Skills
Insurance, Accident, Health, General Insurance, Brokers, Agents, Investments, Trading

Education
Lehigh University   1999 — 2003
bachelor of science, marketing

Abington Heights High School

Lawrence Burroughs Lawrence Burroughs Norfolk, Virginia Area Details
Lawrence Burroughs's Delaware Investments Experience 1998 - 2000
Job Experienced Family Law and Criminal Defense Trial Attorney with Burroughs Law Office, P.C.
Industry Law Practice
Experience
Burroughs Law Office, P.C.   June 2006 - Present
Saint Leo University  2006 - Present
Office of the Public Defender Norfolk   2006 - 2008
American Funds  2000 - 2003
Delaware Investments   1998 - 2000
Spirit Cruises  1993 - 1998

Skills
Family Law, Criminal Defense, Custody, Property Division, Collaborative Law, Matrimonial Law, Alimony, Divorce Planning, Hearings, Civil Litigation, Mediation, Financial Services, Arbitration, Courts, Property Law, Criminal Law, Alternative Dispute..., Litigation, Preparation of Wills, Trial Practice, Legal Writing, Legal Research, Juvenile Law, Wills

Education
Regent University School of Law   2003 — 2005
Juris Doctor, Law

Virginia Wesleyan College   1994 — 1998
BA, Business, Management, Economics

R.C. Wainwright R.C. Wainwright Greater Philadelphia Area Details
R.C. Wainwright's Delaware Investments Experience May 2007 - August 2007
Job Associate at Fairmount Partners
Industry Investment Banking
Experience
Fairmount Partners  October 2013 - Present
Fairmount Partners  June 2011 - September 2013
KPMG  August 2010 - June 2011
KPMG  August 2008 - August 2010
Delaware Investments   May 2007 - August 2007

Skills
Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Finance, Investment Banking, Equities

Education
Penn State University   2004 — 2008
BS, magna cum laude, Accounting, concentration in Finance

Madeline Shores Madeline Shores Philadelphia, Pennsylvania Details
Madeline Shores's Delaware Investments Experience December 2011 - January 2012
Job Proofreader at Citco Fund Services
Industry Writing and Editing
Experience
Citco Fund Services  December 2014 - Present
Vanguard for Randstad Corporate Services   January 2014 - November 2014
PHH Corporation  July 2012 - January 2014
Manayunk Sport and Social Club  July 2011 - December 2012
Ascensus  February 2012 - June 2012
Delaware Investments   December 2011 - January 2012
Progressive Business Publications  May 2011 - October 2011
The Gilded Fork   July 2009 - 2011

Skills
Copy Editing, Newsletters, Ap Style, Blogging, Social Media Marketing, Facebook, Wordpress, Social Networking, Editorial, Media Relations, Proofreading, Marketing Communications, Digital Media, AP Style, WordPress, Content Development, Web Content, Editing, Social Media, Microsoft Office

Education
Susquehanna University   2005 — 2009
Bachelor of Arts, English, Biology

North Penn High School   2002 — 2005
High School

Jeffrey Morrow, CFA Jeffrey Morrow, CFA Richboro, Pennsylvania Details
Jeffrey Morrow, CFA's Delaware Investments Experience December 2009 - Present
Job Derivatives Trader at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   December 2009 - Present
Lincoln Financial Group  May 2008 - December 2009
Vanguard  May 2007 - May 2008

Education
Temple University   2007 — 2009
MS, Financial Engineering

Muhlenberg College   2003 — 2007
Bachelor of Science (BS), Mathematics

Greg Youhas Greg Youhas Greater Philadelphia Area Details
Greg Youhas's Delaware Investments Experience March 1997 - Present
Job SalesSales Force Automation Specialist
Industry Oil & Energy
Experience
Delaware Investments   March 1997 - Present
Mobil Oil Corp  January 1993 - May 1994
Mobil Oil  June 1986 - January 1993
Mobil Oil  May 1970 - January 1986

Education
La Salle University - School of Business Administration   1983 — 1985
MBA

Jerome (Jerry) Cottrell Jerome (Jerry) Cottrell Greater Philadelphia Area Details
Jerome (Jerry) Cottrell's Delaware Investments Experience April 2005 - August 2006
Job System Administrator at BlackRock Financial
Industry Information Technology and Services
Experience
BlackRock Financial  August 2006 - Present
Ulticom  December 2007 - April 2008
Delaware Investments   April 2005 - August 2006
SAIC  February 2003 - April 2005
Qwest Communications  June 2000 - November 2002
TeleTech  February 2000 - June 2000
Lockheed Martin Information Technology  May 1999 - February 2000
EIS  August 1996 - April 1999

Skills
Solaris, Unix, Red Hat Linux, Servers, Data Center, Linux, Disaster Recovery, DNS, SAN, Apache, System Administration, Hardware, Windows Server, Databases, Shell Scripting, Veritas Cluster Server, HP, Perl, Storage Area Networks, Switches, Technical Support, HP-UX, VMware, Veritas Volume Manager, RedHat, Operating Systems, Infrastructure, NFS, Performance Tuning, Cluster, Storage, Virtualization, ZFS, LVM, High Availability, Brocade, Unix Shell Scripting, Netbackup, DHCP, RHEL, Puppet, Veritas Storage..., TCP/IP, Troubleshooting, HP Openview, Bash, Subversion, Mail Server, Sendmail

Education
Northeastern University   1990 — 1992
MA, 3.88

Rutgers, The State University of New Jersey-New Brunswick   1985 — 1989
BA, Political Science, Computer Science, 3.26

Gregg Erdman, CIMA Gregg Erdman, CIMA Greater Philadelphia Area Details
Gregg Erdman, CIMA's Delaware Investments Experience November 1999 - Present
Job SVP, Institutional Sales & Consultant Relations Delaware Investments
Industry Investment Management
Experience
Delaware Investments   November 1999 - Present

Education
Susquehanna University   1990 — 1994
BS, Business Administration / Finance

The Wharton School of Business

Brian McAndrews Brian McAndrews Greater Philadelphia Area Details
Brian McAndrews's Delaware Investments Experience October 2003 - August 2004
Job Senior Treasury Analyst at Aramark Corp
Industry Financial Services
Experience
Aramark Corp  May 2007 - Present
SEI Investments  August 2004 - August 2006
Delaware Investments   October 2003 - August 2004

Skills
Cash Management, Reconciliation, Funding, Finance, Financial Reporting, Account Reconciliation, Asset Management, Variance Analysis, Cash Flow, Financial Analysis, Investments, Sarbanes-Oxley Act

Education
Saint Joseph's University   1998 — 2005
MBA, Finance

Henrietta Gary Henrietta Gary Greater Philadelphia Area Details
Henrietta Gary's Delaware Investments Experience April 2001 - Present
Job Staff Accountant II at Delaware Investments
Industry Accounting
Experience
Delaware Investments   April 2001 - Present

Education
Lincoln University   1995 — 2000

Lisa Brinkley Lisa Brinkley Greater Atlanta Area Details
Lisa Brinkley's Delaware Investments Experience 1994 - 2004
Job Global Compliance Director at AMVESCAP, PLC
Industry Financial Services
Experience
AMVESCAP, PLC   Global Assurance OfficerInvesco Ltd2006 - Present
delaware investments   1994 - 2004

Education
Murray State University

Arnett James Arnett James New York, New York Details
Arnett James's Delaware Investments Experience August 2006 - May 2007
Job Distressed & Special Situations Analyst at Barclays
Industry Financial Services
Experience
Barclays  2015 - Present
Goldman Sachs  June 2014 - August 2014
CIT Group  July 2010 - July 2013
The Gladstone Companies  June 2007 - February 2010
Delaware Investments   August 2006 - May 2007
Citigroup  2004 - 2004

Skills
Entrepreneurship, Leadership, Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Leveraged Finance, Investments, Equities, Mergers & Acquisitions, Bloomberg, Fixed Income, Analysis

Education
The University of Chicago - Booth School of Business   2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Strategic Management

Rutgers, The State University of New Jersey-Newark   2003 — 2006
B.S., Finance

Jeremy Welch Jeremy Welch Greater Philadelphia Area Details
Jeremy Welch's Delaware Investments Experience September 2006 - November 2007
Job Head of Investment Reporting Performance (IRP) US at BNP Paribas
Industry Investment Management
Experience
BNP Paribas  March 2011 - Present
BNP Paribas  December 2007 - March 2011
Delaware Investments   September 2006 - November 2007
Delaware Investments   March 2005 - September 2006
Delaware Investments   2003 - 2004

Skills
Six Sigma, Investment Performance, Microsoft Excel, Multi Tasking, Performance Measurement, Customer Service, Problem Solving, Numerical Analysis, Number Crunching, Performance Attribution, Risk Management, Risk Assessment, GIPS, Team Leadership, Team Management, Teamwork, Management, Project Management, Finance, Process Automation, Securities, Bloomberg, Fixed Income, Mutual Funds, Back Office, Performance Reporting, Alternative Investments, Fund Accounting, Training

Education
Temple University   2005 — 2008
MBA, Finance

Philadelphia University   2000 — 2003
Bachelor, Finance and Management

Danielle Carnett Danielle Carnett Greenwich, New York Details
Danielle Carnett's Delaware Investments Experience January 1995 - January 2000
Job SVP, Senior Account Manager & IBD/RIA Channel Head at Nuveen Investments, Inc.
Industry Financial Services
Experience
Nuveen Investments  January 2000 - Present
Delaware Investments   January 1995 - January 2000
Delaware Investments, a member of the Macquarie Group  1993 - 2000
Delaware Investments   January 1994 - January 1995
Delaware Investments   October 1993 - January 1994

Skills
Series 24

Education
State University of New York College at Oswego   1987 — 1991
BA, Economics

John Ratzke John Ratzke Greater Philadelphia Area Details
John Ratzke's Delaware Investments Experience May 1997 - April 1998
Job ShoreTel/ECC Installation/Training/Support
Industry Information Technology and Services
Experience
AGC Networks US  June 2011 - Present
LiquidSpoke   January 2009 - April 2010
Liquid Networks   January 2007 - December 2008
LiquidHub, Inc  August 2004 - December 2006
Advanced Micro Computer Specialists   August 2003 - August 2004
Reale Brother Landscaping and Nursery   March 2002 - July 2003
The Chubb Corporation  February 2001 - May 2002
Prudential Financial  May 1998 - February 2001
Delaware Investments   May 1997 - April 1998

Skills
Telecommunications, Telephony, Enterprise Architecture, Network Design, Cloud Computing, Project Management, SaaS, Troubleshooting, Network Security, Contact Centers, IT Strategy, Laptops, Firewalls, Active Directory, SIP, Servers, Vendor Management, Windows 7, VoIP, Operating Systems, Wireless, Windows Server, WAN, LAN-WAN, Business Continuity, XP, Data Center, Integration, Enterprise Software, Software Installation, Training, Help Desk Support, Switches, Outsourcing, Disaster Recovery, SDLC, Microsoft Exchange, Networking, Solution Selling, Leadership, VMware, Virtualization, Windows, Riverbed, ITIL, Wireless Networking, Management, Managed Services, Hardware, Avaya

Education
The George Washington University   2000 — 2000

La Salle University - School of Business Administration   1992 — 1996

La Salle University - School of Business Administration

University of Rochester

Paul Wright, CFA Paul Wright, CFA Greater Philadelphia Area Details
Paul Wright, CFA's Delaware Investments Experience January 2014 - Present
Job Derivatives Trader at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   January 2014 - Present
Lincoln Financial Group  November 2012 - December 2013
Lincoln Financial Group  July 2010 - November 2012
Lincoln Financial Group  April 2009 - July 2010
Lincoln Financial Group  August 2006 - April 2009

Skills
Equities, Series 7, Financial Modeling, Investments, Risk Management, Due Diligence, Financial Services, Finance, Enterprise Risk..., Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Asset Management, Alternative Investments, Valuation, Derivatives

Education
Michigan State University   2002 — 2006
BA, Finance

Mark Clewett Mark Clewett Greater Philadelphia Area Details
Mark Clewett's Delaware Investments Experience January 1997 - December 2005
Job Managing Partner Institutional Sales at Conestoga Capital Advisors LLC
Industry Investment Management
Experience
Conestoga Capital Advisors LLC   January 2006 - Present
Delaware Investments   January 1997 - December 2005
SEI Investments  November 1990 - December 1996

Skills
Investment Strategies

Education
Penn State University   1986 — 1990
Bachelor of Science (BS), Finance, General

Maureen O'Connor Blom Maureen O'Connor Blom Greater Philadelphia Area Details
Maureen O'Connor Blom's Delaware Investments Experience December 1980 - December 1991
Job Chief Operating Officer at Pinnacle Financial Advisors LLC
Industry Investment Management
Experience
Pinnacle Financial Advisors LLC   April 2012 - Present
Silverside Corp   October 2002 - December 2012
Society Hill Capital   May 1992 - September 2002
Delaware Investments   December 1980 - December 1991

Education
Saint Joseph's University   1975 — 1979
Bachelor of Science, Accounting

Camden Catholic High School   1971 — 1975

Jennifer Knox Jennifer Knox Greater San Diego Area Details
Jennifer Knox's Delaware Investments Experience February 2006 - September 2007
Job Sr. Financial Analyst External Reporting at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2014 - Present
LPL Financial  October 2012 - March 2014
LPL Financial  November 2010 - September 2012
LPL Financial  October 2007 - November 2010
Delaware Investments   February 2006 - September 2007
Lincoln Financial Distributors  February 2005 - February 2006
Lincoln Financial Distributors  August 2004 - February 2005
The First Church of Christ, Scientist  July 2003 - April 2004

Skills
Series 63, Account Reconciliation, Journal Entries, Financial Variance..., Management, Financial Accounting, Internal Controls, Series 6, Offshore Outsourcing, Flux Analysis, Studying for Series 27, Member of AICPA, Month End Close, Financial Audits, Process Improvement, Oracle R12 Financials, US GAAP, Member of CalCPA, Revenue Estimation

Education
University of California, San Diego   2009 — 2011

Principia College   1999 — 2003
Bachelor's degree

Jerry Colihan Jerry Colihan Greater San Diego Area Details
Jerry Colihan's Delaware Investments Experience 1997 - 2000
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft  August 2007 - Present
Evergreen Investments  February 2006 - July 2007
Evergreen Investments  June 2000 - February 2006
Delaware Investments   1997 - 2000

Skills
Fixed Income, Bloomberg, Equities, Business Analysis, Financial Services, Trading Systems, Asset Management, Hedge Funds, Risk Management

Education
Saint Joseph's University   2000 — 2003
MBA, Finance

Penn State University   1992 — 1996
BS, Accounting

Roman Catholic

Mark Mansaray Mark Mansaray Greater Philadelphia Area Details
Mark Mansaray's Delaware Investments Experience December 1997 - Present
Job Middle Office Equity at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   December 1997 - Present
delaware investments   1997 - 2009
Delaware Investments   1997 - 2008

Education
Saint Joseph's University - Erivan K. Haub School of Business   1997 — 2004

Lincoln University

Dominick Dayrit Dominick Dayrit Greater Philadelphia Area Details
Dominick Dayrit's Delaware Investments Experience May 1999 - September 2000
Job Senior Application Tech Specialist at Aetna
Industry Insurance
Experience
Aetna  September 2000 - Present
Delaware Investments   May 1999 - September 2000
FrontLine Solutions, Inc   March 1998 - May 1999
Broadreach Consulting, Inc   October 1997 - March 1998
Independence Blue Cross  February 1996 - October 1997
CompuCom Systems  September 1994 - February 1996

Skills
DB2, SDLC, Visio, Business Analysis, Requirements Analysis, Process Improvement, Requirements Gathering, Enterprise Architecture

Education
Penn State University   1989 — 1994
Industrial Engineer

Martin J. Fazio Martin J. Fazio Greater Philadelphia Area Details
Martin J. Fazio's Delaware Investments Experience 2006 - 2007
Job Accounting Manager at Parkway Corporation
Industry Real Estate
Experience
Parkway Corporation  2007 - Present
Kelly Engineering Resources  2006 - 2007
Delaware Investments   2006 - 2007
Philadelphia Housing Authority  1999 - 2006
Shoreline Beverages, Inc.   1998 - 1999
New York Life  1997 - 1998
CIGNA Healthcare  1990 - 1997

Education
Philadelphia University   1979 — 1982

Grace Faaet Grace Faaet Fort Wayne, Indiana Area Details
Grace Faaet's Delaware Investments Experience 1993 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
PAi  2010 - Present
Lincoln Financial Group  November 2005 - July 2007
Delaware Investments   1993 - 2005

Skills
Retirement Planning, Retirement, Mutual Funds, 401k

Education
Philadelphia Institue of Paralegal Studies   1993 — 1993
Employee Benefits

Mansfield University of Pennsylvania   1975 — 1979
Bachelor of Science (BS), Child & Family Services

Jim Barton, CIMA® Jim Barton, CIMA® Greater Philadelphia Area Details
Jim Barton, CIMA®'s Delaware Investments Experience June 2007 - July 2011
Job Director of Sales and Marketing at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC  September 2015 - Present
State Street Global Advisors  September 2013 - August 2015
Horizon Investments  August 2011 - December 2012
Delaware Investments   June 2007 - July 2011
Lincoln Financial Distributors  January 2005 - June 2007

Skills
Marketing, Management, Variable Annuities, Mutual Funds, Asset Allocation, Leadership, Separately Managed..., Equities, Sales, Investments, Series 63, Series 65, Series 7, Series 6, Fixed Income, Fixed Annuities, Insurance, Strategic Planning, Wealth Management, Securities, Asset Management, Portfolio Management

Education
Saint Joseph's University

Marlene Petter Marlene Petter Greater Philadelphia Area Details
Marlene Petter's Delaware Investments Experience 2004 - Present
Job Senior Vice President, Marketing & Corporate Communications, Delaware Investments
Industry Financial Services
Experience
Delaware Investments   2004 - Present
MPR Communications   September 2001 - October 2004
EAS  December 2000 - July 2001
SAP America  1996 - 1998
Earle Palmer Brown  February 1992 - August 1996
Gatorade  December 1990 - March 1992
Los Angeles Olympic Organizing Committee  March 1984 - August 1984

Skills
Problem Solving, Brand Management, Marketing Strategy, Public Relations, Marketing Communications, Corporate Communications, Strategic Planning, Media Relations, Presentation Training, Creative Strategy, Event Management, Building Relationships, Internal Communications, Integrated Marketing, Content Development, Sales Presentations, Marketing, Making A Difference, Digital Marketing, Management, Competitive Analysis, Presentation Coaching

Education
Penn State University   1978 — 1982
Bachelor of Arts (B.A.), Liberal Arts

Temple University

Christina Recchiuti Christina Recchiuti Conshohocken, Pennsylvania Details
Christina Recchiuti's Delaware Investments Experience September 2005 - July 2007
Job Personal Assistant to CEO, SAFARI Montage
Industry E-Learning
Experience
SAFARI Montage  April 2014 - September 2015
Mondrian Investment Partners  October 2007 - March 2014
Delaware Investments   September 2005 - July 2007

Education
Saint Joseph's University - Erivan K. Haub School of Business   2001 — 2005
BS, Marketing

Kelly DiJulia Kelly DiJulia Greater Philadelphia Area Details
Kelly DiJulia's Delaware Investments Experience May 2005 - February 2007
Job Director of Operations at JP Custom Home Construction LLC
Industry Construction
Experience
JP Custom Home Construction LLC   September 2014 - Present
Mondrian Investment Partners  February 2007 - September 2014
Delaware Investments   May 2005 - February 2007

Skills
Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Portfolio Management, Investments, Financial Analysis, Series 63, Financial Services, Securities, Financial Modeling, Business Analysis, Microsoft Excel

Education
Saint Joseph's University   2001 — 2005
Bachelor of Science In Business Administration, Finance, General

David Hullhorst David Hullhorst Greater Philadelphia Area Details
David Hullhorst's Delaware Investments Experience October 2000 - Present
Job AVP, Trade Operations Mgr at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   October 2000 - Present
Delaware Investments   June 1990 - October 2000
Prudential Capital Group  July 1986 - June 1990

Skills
Operational Risk, Fixed Income, Risk Management, Trading Systems, Trading

Education
Temple University - Fox School of Business and Management   1999 — 2001
MBA, Finance

Penn State University   1984 — 1986
BS, Quantitative Business Analysis

Lock Haven University of Pennsylvania   1982 — 1984
Business

Conestoga High

Patrice Good Patrice Good Greater Philadelphia Area Details
Patrice Good's Delaware Investments Experience July 1988 - December 1999
Job Professional Services Manager at BROWZ LLC
Industry Financial Services
Experience
BROWZ LLC  October 2013 - Present
RR Donnelley/Bowne   October 2008 - October 2013
Bowne/GCom2 Solutions, Inc.   2007 - October 2009
Bowne/GCom Solutions   January 2000 - October 2008
Delaware Investments   July 1988 - December 1999
Delaware Investments, a member of the Macquarie Group  1988 - 1999
Delaware Investments, a member of the Macquarie Group  1988 - 1999

Skills
Mutual Funds, Financial Services, Asset Managment, Business Analysis, Hedge Funds, Securities, Product Management, Problem Solving, Investments, Software Documentation, Software Quality..., Testing, Software Quality..., Software Development, Financial Reporting, .NET

Education
Saint Joseph's University - Erivan K. Haub School of Business   1998 — 2002
MBA, Finance

West Chester University of Pennsylvania   1981 — 1985
BS, Business Administration

Steve Viola Steve Viola Greater Philadelphia Area Details
Steve Viola's Delaware Investments Experience March 1998 - June 2005
Job Supervisor Financial Reporting at Penn Mutual Life Insurance Co.
Industry Insurance
Experience
Penn Mutual  July 2013 - Present
Penn Mutual  June 2005 - June 2013
Delaware Investments   March 1998 - June 2005

Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, US GAAP

Education
Saint Joseph's University - Erivan K. Haub School of Business   2000 — 2006
Masters, Finance

Saint Joseph's University   1993 — 1997
B.S., Finance

Waters, Monica Waters, Monica Greater Philadelphia Area Details
Waters, Monica's Delaware Investments Experience 2004 - Present
Job Managed Accounts Supervisor at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   2004 - Present

Education
Rutgers University-New Brunswick   1996 — 2000

George Bailey, CIPM George Bailey, CIPM Greater Philadelphia Area Details
George Bailey, CIPM's Delaware Investments Experience 2005 - 2007
Job Senior Account Manager at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc.   April 2015 - Present
QED Financial Systems, Inc.   January 2014 - April 2015
QED Financial Systems, Inc.   November 2012 - January 2014
InvestEdge, Inc.   May 2012 - November 2012
QED Financial Systems, Inc.   November 2011 - May 2012
QED Financial Systems  February 2007 - November 2011
Delaware Investments   2005 - 2007
SEI Investments  May 2004 - March 2005

Skills
Performance Measurement, Fixed Income, Mutual Funds, Portfolio Management, Investments, Business Analysis, Equities

Education
Rutgers University – Camden   1996 — 2001
economics

CFA Institute
CIPM

Scott Hastings, CPA, CFA Scott Hastings, CPA, CFA Philadelphia, Pennsylvania Details
Scott Hastings, CPA, CFA's Delaware Investments Experience September 2013 - Present
Job Portfolio Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
Delaware Investments   June 2004 - September 2013
Deloitte  1999 - 2002

Skills
Equities, Equity Research, Bloomberg, Hedge Funds, Alternative Investments, Investments, Valuation, Asset Management, Financial Modeling, Asset Allocation, Portfolio Management, Securities, Investment Management, Financial Analysis, Institutional..., Real Estate Economics, Financial Reporting, Real Estate

Education
Vanderbilt University - Owen Graduate School of Management   2002 — 2004
MBA, Finance

Providence College   1995 — 1999
Bachelor of Science (BS), Accounting

Sean M. Simmons, CFA, MSc, CMT Sean M. Simmons, CFA, MSc, CMT Philadelphia, Pennsylvania Details
Sean M. Simmons, CFA, MSc, CMT's Delaware Investments Experience October 2007 - Present
Job VP Head FX and Rates Trader/Sovereign Trader
Industry Investment Management
Experience
Delaware Investments   October 2007 - Present
Susquehanna International Group, LLP (SIG)   July 2006 - October 2007
Wolverine Trading  January 2001 - August 2006

Skills
Foreign Exchange..., Emerging Markets, Fixed Income, Sovereign Debt, Derivatives, Global Macro, Portfolio Management, Trading

Education
London Business School   2005 — 2006
Masters in Finance, Finance

Rutgers University-New Brunswick   1996 — 2000
Bachelor's degree, Economics, 3.4

Andrew Terreri Andrew Terreri Greater Philadelphia Area Details
Andrew Terreri's Delaware Investments Experience August 2007 - December 2007
Job Auditor at KPMG Audit
Industry Accounting
Experience
KPMG  January 2008 - Present
Delaware Investments   August 2007 - December 2007

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009

Douglas Pinto Douglas Pinto Greater Pittsburgh Area Details
Douglas Pinto's Delaware Investments Experience September 1995 - July 2000
Job Independent Business Owner at Steel Cup Coffee Roasters
Industry Wholesale
Experience
Steel Cup Coffee Roasters   May 2014 - Present
Golden Stone Properties, LLC   January 2003 - May 2014
Portico Real Estate   March 2009 - November 2012
Missoula County Public Schools  March 2012 - June 2012
Delaware Investments   September 1995 - July 2000
Vanguard  September 1992 - August 1996

Skills
Residential Homes, Single Family Homes, First Time Home Buyers, Access, Investment Properties, Management, Budgets, Buyer Representation, Real Estate, Referrals, Sellers, FHA, Selling, Real Estate Transactions

Education
University of Montana   2001 — 2003
BA, Psychology

Lynchburg College   1988 — 1992
BA, Business Administration

Candice (Jones) Morse Candice (Jones) Morse Reading, Pennsylvania Area Details
Candice (Jones) Morse's Delaware Investments Experience 2000 - 2003
Job Sr. Marketing Consultant, Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group  April 2015 - Present
Voya Financial  November 2003 - April 2015
Delaware Investments   2000 - 2003
Planco  1998 - 2000
Ketchum Public Relations  1997 - 1998

Skills
Project Management, Marketing, Integrated Marketing, Marketing Communications, Strategy, Business Development, Cross Channel Marketing, Content Strategy, Sales, Investments, Multicultural Marketing, Defined Contribution, FINRA, Inbound Marketing, Leadership, Financial Services, Public Relations, Direct Marketing, Social Media, Editing, Copywriting, Digital Copywriting, Editorial Process

Education
Rosemont College   1989 — 1993
Bachelor, Political Science

Jeff Santoleri Jeff Santoleri Philadelphia, Pennsylvania Details
Jeff Santoleri's Delaware Investments Experience May 2007 - August 2007
Job Creative Director
Industry Online Media
Experience
Red C Media   January 2009 - Present
Delaware Investments   May 2007 - August 2007

Skills
Final Cut Pro, Web Design, User Interface Design, User Experience, Adobe Creative Suite, Concept Development, Graphic Design, Wordpress, InDesign, Video, After Effects, Video Production, Graphics, WordPress, Digital Media, Social Media, New Media, Creative Direction, Video Editing, Film

Education
Penn State University   2004 — 2008
BA arts and architecture, New Media

Sheila D. Hall Sheila D. Hall Philadelphia, Pennsylvania Details
Sheila D. Hall's Delaware Investments Experience July 1997 - October 2001
Job HR Administrator at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania  November 2011 - Present
Neighborhood Advisory Sub-Committee (NASC)   April 2010 - Present
Block Captains' Committee of Nicetown (BCCN)   2009 - Present
Premiere Property Management, LLP; Premiere Interiors   January 2008 - Present
Philadelphia Commercial Development Corporation  January 2008 - June 2009
University of Pennsylvania  2003 - 2008
Delaware Investments   July 1997 - October 2001
Merrill Lynch  July 1996 - July 1997

Skills
Small Business, Microsoft Office, Real Estate, Event Planning, Excel, Fundraising, Public Speaking, Non-profits, Customer Relations, Writing, PowerPoint, Word, Planning, Outlook, Budgeting, Administration, Problem Solving, Access, Negotiation, Customer Service, Event Management, Proposal Writing, Product Development, Social Networking

Education
Rosemont College
Bachelor's (Liberal Arts), Business Comunications

University of Pennsylvania
Master's (Liberal Arts), Urban Studies/Affairs

Jon Parsons Jon Parsons Greater Philadelphia Area Details
Jon Parsons's Delaware Investments Experience January 1997 - January 1999
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2010 - Present
The GMS Group  June 2009 - May 2010
Fidelity Capital Markets  March 2005 - January 2009
Fiserv Securities  August 1999 - March 2005
Delaware Investments   January 1997 - January 1999

Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking

Education
Purdue University   1991 — 1995
BA, Sociology

Scott Lawler Scott Lawler Greater Philadelphia Area Details
Scott Lawler's Delaware Investments Experience April 2003 - November 2003
Job Sr Biopharmaceutical Representative at Amgen
Industry Pharmaceuticals
Experience
Amgen  July 2011 - Present
GlaxoSmithKline  January 2011 - July 2011
GlaxoSmithKline  April 2007 - December 2010
Synergy Orthopedics  December 2004 - April 2007
Canon Business Solutions  November 2003 - December 2004
Delaware Investments   April 2003 - November 2003
Allstar Baseball Academy   June 2002 - April 2003
North Carolina State University  February 1998 - June 2002
Houston Astros  May 1997 - February 1998

Education
North Carolina State University - College of Management   1992 — 1997
B.S., Business Management

Alan Wan Alan Wan Greater Philadelphia Area Details
Alan Wan's Delaware Investments Experience June 2002 - December 2003
Job Senior Analyst for the Performance Group at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  April 2007 - Present
BNY Mellon  March 2005 - April 2007
AIG  December 2003 - March 2005
Delaware Investments   June 2002 - December 2003
Delaware Investments   June 1999 - June 2002

Skills
Fixed Income, Equities, Analysis, Bloomberg, Investments, Valuation, Financial Analysis, Mutual Funds

Education
Saint Joseph's University - Erivan K. Haub School of Business   1995 — 1999
BS, Finance

Bridget Tench Bridget Tench Greater Philadelphia Area Details
Bridget Tench's Delaware Investments Experience 2000 - 2004
Job Billing Supervisor at Ascensus
Industry Financial Services
Experience
Ascensus  March 2012 - Present
Ascensus  October 2004 - March 2012
Delaware Investments   2000 - 2004

Education
State University of New York College at Geneseo   1988 — 1992
Business, Marketing

Angus Campbell Angus Campbell Greater Philadelphia Area Details
Angus Campbell's Delaware Investments Experience May 2006 - October 2012
Job Logan Circle Partners
Industry Financial Services
Experience
Logan Circle Partners  October 2012 - Present
Rattlebox Nature Center   2007 - Present
Delaware Investments   May 2006 - October 2012

Education
Rollins College

The Shipley School

Jennifer Schindler Jennifer Schindler Greater Philadelphia Area Details
Jennifer Schindler's Delaware Investments Experience March 1997 - August 1998
Job Director, Franchise Relations at Lice Lifters, LLC
Industry Education Management
Experience
Lice Lifters, LLC   December 2012 - Present
Gaga Baby Photos  March 2012 - Present
B & N Futures   October 2002 - August 2012
Lincoln Finanical Distributors, LP   1998 - 2002
Delaware Investments   March 1997 - August 1998

Skills
Coaching, Customer Relations, Strategic Planning, Behavioral Interviewing, Sales Skills Training, New Employee Orientation, Benchmarking, Sales Management..., Time Management Training, Microsoft Office, Fundraising, Event Planning, Customer Service

Education
Penn State University   1998 — 2000
Master of Education, Instructional Systems

University of Maryland College Park   1989 — 1993
BA, Government & Politics, International Relations

Dina Welch Dina Welch Greater Philadelphia Area Details
Dina Welch's Delaware Investments Experience 2002 - 2003
Job Senior Client Portfolio Manager at Schroders
Industry Investment Management
Experience
Schroders  July 2009 - Present
SEI Investments  2007 - 2008
SEI Investments  2003 - 2007
Delaware Investments   2002 - 2003
Provident Mutual Life Insurance Company  1983 - 2001

Education
Saint Joseph's University   1984 — 1986
MBA, Finance

Saint Joseph's University   1978 — 1982
BS, Business Management

Irene Lu Irene Lu Greater Philadelphia Area Details
Irene Lu's Delaware Investments Experience July 2007 - May 2012
Job Investment Service Associate at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  May 2012 - Present
Delaware Investments   July 2007 - May 2012
Lincoln Investment Planning  November 2005 - July 2007

Education
Philadelphia University
BS, Finance

Gary Abrams Gary Abrams Greater Philadelphia Area Details
Gary Abrams's Delaware Investments Experience March 1997 - Present
Job Vice President; Equity Trading at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   March 1997 - Present
Mitchell Hutchins Asset Management  March 1993 - March 1997

Skills
Portfolio Management, Series 63, Equities, Asset Management, Series 7, Investments, ETFs, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Securities, Equity Trading, Trading, Hedge Funds

Education
North Carolina State University   1987 — 1992
Business Management, Finance

New Providence HS

Rita Breedlove Rita Breedlove Greater Philadelphia Area Details
Rita Breedlove's Delaware Investments Experience February 2006 - August 2009
Job Freelance editor
Industry E-Learning
Experience
University of Phoenix  January 2009 - Present
Delaware Investments   February 2006 - August 2009
Microsoft Corporation  1993 - 1999
Zales Corporation  1988 - 1989
Texas Christian University  1981 - 1987

Skills
Copy Editing, Editing, Training, Strategic Communications, Newsletters, Teaching, Journalism, Copywriting, Corporate Communications, Community Outreach, Creative Writing, Publishing, Proofreading, Web Content

Education
Pittsburg State University   1971 — 1973
BSED, English

University of North Texas
Masters of Journalism, Journalism and English

Josh Brooks Josh Brooks Greater Boston Area Details
Josh Brooks's Delaware Investments Experience March 2000 - April 2003
Job Partner at Granite House Capital Management
Industry Financial Services
Experience
Granite House Capital Management   December 2008 - Present
Putnam Investments  April 2003 - December 2007
Delaware Investments   March 2000 - April 2003
Delaware International Advisers   July 1991 - March 2000

Education
London Business School   1996 — 1998
MBA, Finance

London Business School   1996 — 1998
MBA, Finance

Yale University   1987 — 1991
BA, East Asian Language & Literature

saint paul's school   1983 — 1986

Douglas Ladley Douglas Ladley Greater Philadelphia Area Details
Douglas Ladley's Delaware Investments Experience August 2005 - August 2006
Job Supervisor Global Middle Office Equity at Vanguard
Industry Financial Services
Experience
Vanguard  March 2012 - Present
STP Investment Services, Inc   June 2009 - December 2011
Capmark Finance Inc  September 2007 - April 2009
StateStreet Financial Services   August 2006 - September 2007
Delaware Investments   August 2005 - August 2006
Morgan Stanley Investment Management  September 2002 - September 2005
Morgan Stanley Investment Management  January 2000 - September 2002
Delaware Investments   June 1997 - December 1999
Executive Financial Services  May 1994 - August 1994

Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office

Education
Muhlenberg College   1993 — 1997
Bachelor of Arts, Economics; Finance

DeSales University, Center
Masters, Business Administration; Finance

LaSalle

Keith VanOrden Keith VanOrden Boston, Massachusetts Details
Keith VanOrden's Delaware Investments Experience August 2004 - August 2010
Job Managing Director, BlackRock
Industry Financial Services
Experience
BlackRock  September 2010 - Present
Delaware Investments   August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group  August 2004 - August 2010
Lincoln Financial Distributors  August 2004 - August 2010
Fidelity Investments  August 1998 - August 2004
Putnam Investments  1995 - 1998

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies

Education
University of Rochester - Simon Business School   2001 — 2004
MBA, Marketing

Syracuse University   1991 — 1995
BA, Psychology

New Hampton School   1989 — 1991

Christopher Kulick, CIMA Christopher Kulick, CIMA Greater Philadelphia Area Details
Christopher Kulick, CIMA's Delaware Investments Experience June 2004 - March 2010
Job VP, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST  March 2010 - Present
Delaware Investments   June 2004 - March 2010
Putnam Investments  January 2001 - June 2003

Skills
Retirement Planning, Investments, 401k, Financial Services, Series 7, Asset Allocation, Series 63, Investment Advisory, Fiduciary, Mutual Funds, Alternative Investments, Retirement, Non-Qualified Deferred..., Pensions, Defined Benefit, Defined Contribution, 403 b, 457 Plans

Education
Northeastern University

Wissahickon High School

Patricia McWilliams, CFA Patricia McWilliams, CFA Greater Philadelphia Area Details
Patricia McWilliams, CFA's Delaware Investments Experience March 1997 - 2004
Job Relationship Manager at PNC
Industry Financial Services
Experience
PNC  June 2012 - Present
MassMutual Financial Group  September 2007 - March 2012
Country Day School of the Sacred Heart  September 2004 - October 2007
Delaware Investments   March 1997 - 2004
PNC Institutional Investment Services   November 1993 - March 1997
Delaware Management Company   August 1986 - November 1993

Skills
Series 6, Series 7, Mutual Funds, Series 63, 401k, Investments, Asset Allocation, Wealth Management, Retirement Planning, Securities, Retirement, Investment Advisory, Financial Services, Asset Managment, Investment Strategies, Asset Management, Relationship Management, Portfolio Management

Education
Temple University   1980 — 1985
MBA, Finance

Penn State University   1974 — 1978
BS, Rehabilitation Science

Jasmina Pruzljanin Jasmina Pruzljanin Greater Philadelphia Area Details
Jasmina Pruzljanin's Delaware Investments Experience September 2006 - August 2007
Job Financial Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors  September 2012 - Present
Lincoln Financial Distributors  September 2009 - August 2012
Lincoln Financial Distributors  September 2008 - August 2009
Lincoln Financial Group  September 2007 - August 2008
Delaware Investments   September 2006 - August 2007

Skills
Financial Analysis, Financial Services, Investments, Financial Planning, Insurance, Finance, Leadership, Financial Modeling, Process Improvement, Business Analysis, Analysis, Strategic Financial...

Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management

Penn State University   2002 — 2006
Bachelor's Degree, Finance, With Distinction

Penn State University   2002 — 2006
Bachelor's Degree, International Business, With Distinction

Penn State University   2002 — 2006
Bachelor's Degree, Minor in Marketing, With Distinction

Ron Major, CFP® Ron Major, CFP® Greater Philadelphia Area Details
Ron Major, CFP®'s Delaware Investments Experience 1997 - 2001
Job Sr. Consultant Strategic Market Access
Industry Financial Services
Experience
Lincoln Financial Group  July 2013 - Present
Lincoln Financial Distributors  December 2004 - June 2013
Rorer Asset Management  2001 - 2004
Delaware Investments   1997 - 2001

Skills
Sales Management, Wholesaling, Series 63, Series 6, Retirement Planning, Investments, Series 7, Annuity, Insurance

Education
Penn State University

Dean Frizlen Dean Frizlen Philadelphia, Pennsylvania Details
Dean Frizlen's Delaware Investments Experience September 2007 - September 2009
Job Business Process Enhancement Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2014 - Present
JP Morgan Chase  November 2012 - January 2014
JP Morgan Chase  January 2010 - November 2012
Delaware Investments   September 2007 - September 2009

Skills
Microsoft Office, Project Management, Process Improvement, Financial Analysis, Data Analysis, Risk Management, Microsoft Excel, Business Analysis, Finance, Forecasting, Banking, Team Building, Analysis, Budgets, Financial Reporting, Leadership, Management

Education
St. Joseph's University   2011 — 2013
Masters of Business Administration, Management

Saint Joseph's University   2000 — 2004
BS, Finance

Holly Witty Reimel Holly Witty Reimel Greater New York City Area Details
Holly Witty Reimel's Delaware Investments Experience 1994 - 2000
Job Client Partner at FranklinCovey
Industry Management Consulting
Experience
FranklinCovey  February 2014 - Present
Bucks County Redesigns   2002 - 2014
Delaware Investments   1994 - 2000
OppenheimerFunds  1989 - 1994
Dean Witter Reynolds  1987 - 1989

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
Night time MBA Program

Rutgers University-New Brunswick
Bachelor's Degree, Finance

Sorbonne University

Joseph McLane, CFA Joseph McLane, CFA Greater Philadelphia Area Details
Joseph McLane, CFA's Delaware Investments Experience 1989 - Present
Job Senior Vice President, Institutional Client Services, Delaware Investments
Industry Financial Services
Experience
Delaware Investments   1989 - Present

Skills
Asset Allocation, Fixed Income, Asset Management, Investments, Equities, Mutual Funds, Hedge Funds, Series 63, Series 7, Investment Strategies, Alternative Investments

Education
Saint Joseph's University - Erivan K. Haub School of Business   1993 — 1995
MBA, Finance

Saint Joseph's University   1981 — 1983
BS, Accounting

Shaun Patel, CIMA Shaun Patel, CIMA Greater Philadelphia Area Details
Shaun Patel, CIMA's Delaware Investments Experience August 2004 - August 2014
Job Vice President, Institutional and Consultant Relations at Research Affiliates
Industry Financial Services
Experience
Research Affiliates  September 2014 - Present
Delaware Investments   August 2004 - August 2014

Skills
Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Relationship Management, Asset Managment, Financial Services, Hedge Funds, Equities, Asset Allocation

Education
Northwestern University
Bachelor of Science (BS)

Bill Keelan Bill Keelan Greater Philadelphia Area Details
Bill Keelan's Delaware Investments Experience 2011 - Present
Job Client Solutions Group at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   2011 - Present
Delaware Investments, a member of the Macquarie Group  2001 - 2010
Keelan Associates   1997 - 2001
Provident Investment Counsel  1994 - 1997
Wilshire Associates  1990 - 1994
Travelers Life & Annuity  1987 - 1990

Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development

Education
Pennsylvania State University   1985 — 1987
BA, Math

Providence College   1981 — 1985
MA, Math/Computer Science

Dora Reyes Dora Reyes Greater New York City Area Details
Dora Reyes's Delaware Investments Experience August 2004 - October 2005
Job Supervising Senior Auditor at Novak Francella LLC
Industry Accounting
Experience
Novak Francella LLC  February 2006 - Present
Delaware Investments   August 2004 - October 2005

Education
La Salle University - School of Business Administration   2000 — 2004
Bachelor of Science Degree in Business Administration, Accounting

brandon moyer brandon moyer Wallingford, Pennsylvania Details
brandon moyer's Delaware Investments Experience May 2004 - January 2006
Job at
Industry Information Technology and Services
Experience
NorthStar Solutions Group LLC  August 2014 - Present
SESC  August 2013 - August 2014
Vanguard  February 2012 - August 2013
Vanguard  January 2006 - February 2012
Delaware Investments   May 2004 - January 2006

Skills
Project Management, Software Project..., Business Analysis, E-commerce, Mobile Devices, Mobile Payments, Web Applications, Agile Methodologies, Requirements Analysis, Agile Project Management, SDLC, Requirements Gathering, Visio, User Acceptance Testing, Business Process, Business Requirements, User Experience, User Interface Design, CRM, Process Improvement, Program Management

Education
Villanova University   2006 — 2008
History

Penn State University   1990 — 1994
Bachelor of Arts (BA), History

Nancy Crouse Nancy Crouse Santa Barbara, California Details
Nancy Crouse's Delaware Investments Experience 1993 - 2005
Job SVP Portfolio Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Asset Management  2013 - Present
Nuveen Investments  2010 - 2013
Rittenhouse Asset Management/Nuveen Investments   2005 - 2010
Delaware Investments   1993 - 2005

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1980 — 1981
Master of Business Administration (M.B.A.), Finance

Lafayette College   1976 — 1980
Bachelor of Arts, International Affairs, Summa cum laude

Dan McKenna Dan McKenna San Francisco, California Details
Dan McKenna's Delaware Investments Experience 2004 - 2007
Job Enterprise Risk Management
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
Charles Schwab  2011 - 2013
MSCI Barra  2008 - 2011
Logan Circle Partners  2007 - 2008
Delaware Investments   2004 - 2007

Education
Princeton University   2000 — 2004
AB, Psychology

William Penn Charter School

Barbara Britt-LaGreca Barbara Britt-LaGreca Blackwood, New Jersey Details
Barbara Britt-LaGreca's Delaware Investments Experience 2000 - Present
Job Senior Marketing Specialist at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   2000 - Present

Skills
I am a client-focused,...

Education
Rutgers University – Camden
Bachelor's degree, Economics

Nicole Testa Nicole Testa Rockville Centre, New York Details
Nicole Testa's Delaware Investments Experience June 2015 - July 2015
Job Student at Providence College
Industry
Experience
Delaware Investments   June 2015 - July 2015
Town of Hempstead Parks and Recreation  May 2013 - August 2014
Hempstead Country Club   May 2010 - May 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Presentation Skills, CPR Certified, First Aid, Conversational Spanish

Education
Providence College   2012 — 2016
Bachelor’s Degree, Economics, Minor in Mathematics, Senior

Tara Lee-Frey Tara Lee-Frey United States Details
Tara Lee-Frey's Delaware Investments Experience 2005 - 2006
Job Legislative Analyst, Researcher and Office Manager at Office of Senator O'Reilly, Legislature of the Virgin Islands
Industry Government Administration
Experience
Office of Senator O'Reilly, Legislature of the Virgin Islands   2010 - Present
Stanford Financial Group  2008 - 2009
UBS Financial Services  2006 - 2008
Delaware Investments   2005 - 2006

Education
Wellesley College   2000 — 2004
Bachelor of Arts (B.A.), International Relations and Economics

Saint Leo University
Master of Business Administration (M.B.A.), Human Resources

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