Delaware Investments
Delaware Investments was a US-based asset management firm with $174.2 billion in assets under management as of September 30, 2016 with 132 portfolio managers, analysts, and traders. It is a wholly owned subsidiary of Australia's Macquarie Group. Headquarters: Philadelphia, Pennsylvania, United States Parent organization: Macquarie Group Founder: Admiral W. Linton Nelson Founded: 1929 Number of employees: Approximately 500 (2011) Subsidiaries: Delaware General Management, Inc., Delaware Distributors, Inc.
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Delaware Investments Employees
Federated Investors August 2009 - Present
Turner Investment Partners 2004 - 2009
Delaware Investments 1997 - 2004
Education
Rowan University 1991 — 1996
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
Delaware Investments November 1999 - Present
Education
Susquehanna University 1990 — 1994
BS, Business Administration / Finance
The Wharton School of Business
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
Delaware Investments April 2001 - Present
Education
Lincoln University 1995 — 2000
AMVESCAP, PLC Global Assurance OfficerInvesco Ltd2006 - Present
delaware investments 1994 - 2004
Education
Murray State University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Delaware Investments 2004 - Present
Education
Rutgers University-New Brunswick 1996 — 2000
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
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
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
KPMG January 2008 - Present
Delaware Investments August 2007 - December 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
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
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
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
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
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
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
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
Logan Circle Partners October 2012 - Present
Rattlebox Nature Center 2007 - Present
Delaware Investments May 2006 - October 2012
Education
Rollins College
The Shipley School
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
Delaware Investments 2000 - Present
Skills
I am a client-focused,...
Education
Rutgers University – Camden
Bachelor's degree, Economics
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
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