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
Ron Darbouze Ron Darbouze Dallas/Fort Worth Area Details
Ron Darbouze's Delaware Investments Experience June 2005 - August 2005
Job Senior Associate at Invitation Homes
Industry Financial Services
Experience
Invitation Homes  September 2013 - Present
TPG Capital  April 2010 - September 2013
Merrill Lynch  July 2007 - August 2009
Merrill Lynch  July 2006 - July 2007
Delaware Investments   June 2005 - August 2005
Commerce Capital Markets  June 2004 - August 2004

Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Asset Managment, Capital Markets, Securities

Education
University of Pennsylvania - The Wharton School   2002 — 2006
Bachelor of Science in Economics, Concentration in Marketing

Leni Tanenbaum Leni Tanenbaum Philadelphia, Pennsylvania Details
Leni Tanenbaum's Delaware Investments Experience May 1994 - February 2001
Job Project Delivery, Marketing Communications & Promotions
Industry Marketing and Advertising
Experience
Contractor with various agencies   May 2010 - January 2015
Independence Blue Cross  April 2007 - June 2009
Pearson VUE  January 2004 - April 2007
selected companies   February 2001 - December 2003
Delaware Investments   May 1994 - February 2001

Education
University of Pennsylvania
B.F.A in Art History, Cum Laude, 2000

Wayne W. Wagner Wayne W. Wagner Minneapolis, Minnesota Details
Wayne W. Wagner's Delaware Investments Experience January 1995 - January 2000
Job Vice President, Head of Wealth Management Consultants at Ameriprise Financial
Industry Investment Management
Experience
Principal Funds  January 2007 - November 2014
Russell Investments  February 2002 - December 2006
Alliance Bernstein  February 2000 - March 2002
Delaware Investments   January 1995 - January 2000

Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Series 7, Wealth Management, Retirement, Asset Management

Education
University of San Diego School of Business Administration   2011 — 2013
Master's degree, Business / Executive Leadership

University of Southern California - Marshall School of Business   1987 — 1991
Bachelor's degree, Finance and Business Economics

Joe Long, CPC, QPFC, QPA, AIF Joe Long, CPC, QPFC, QPA, AIF Dallas/Fort Worth Area Details
Joe Long, CPC, QPFC, QPA, AIF's Delaware Investments Experience March 2000 - January 2003
Job Retirement Sales Consultant Central
Industry Financial Services
Experience
July Business Services  February 2003 - Present
Delaware Investments   March 2000 - January 2003
Aetna Financial Services  October 1998 - March 2000
American United Life Insurance Company (AUL)   October 1991 - October 1998

Skills
Retirement, ERISA, Defined Benefit, Retirement Planning, Pensions, 401k, Investments, Retirement Plan..., Employee Benefits, Defined Contribution, Qualified Retirement..., Profit Sharing, Cash Balance, Fiduciary, Non-Qualified Deferred..., Financial Advisory

Education
University of Oklahoma
BA

Kat Edwards Kat Edwards Washington D.C. Metro Area Details
Kat Edwards's Delaware Investments Experience February 2003 - April 2006
Job Foreign Service Officer at U.S. Department of State
Industry Design
Experience
U.S. Department of State   May 2013 - Present
Peace Corps Office of Third Goal and Returned Volunteer Services   October 2012 - May 2013
Peace Corps  August 2009 - October 2012
Peace Corps  August 2008 - October 2009
Peace Corps  May 2006 - August 2008
Delaware Investments   February 2003 - April 2006
Temple University Student Assistance Center   2001 - 2003

Skills
Adobe LiveCycle Designer, Adobe Creative Suite, Desktop Publishing, Dutch, Project Management, Microsoft Excel, Event Management, InDesign, Photoshop, Illustrator, Project Design, Graphic Design, Event Planning, Workshops, Leadership, International..., Customer Service, Customer Service..., Train New Employees, Procedures Documentation, Microsoft Office, Community Outreach, Newsletters, Newsletter Production, Grant Writing, Community Organizing, Proposal Writing, Community Development, Nonprofits, Research

Education
Temple University   1998 — 2003
BBA, MIS, Economics

Temple University - Fox School of Business and Management   1998 — 2003
BBA, MIS, Economics

Foreign Service Institute

Jillian Buckner, PHR Jillian Buckner, PHR Greater Philadelphia Area Details
Jillian Buckner, PHR's Delaware Investments Experience September 2006 - August 2007
Job HR Business Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  September 2008 - Present
Lincoln Financial Group  September 2007 - August 2008
Delaware Investments   September 2006 - August 2007
Central European Teaching Program  January 2006 - June 2006
Lincoln Financial Distributors  January 2005 - December 2005
CBS News Productions  July 2004 - December 2004
ABC News Productions  June 2003 - May 2004

Skills
Training, Employee Benefits, Performance Management, Talent Management, Human Resources, New Hire Orientations, Onboarding, Succession Planning, Talent Acquisition, Strategic Planning, Process Improvement, Leadership, Marketing, College Recruiting

Education
University of Pittsburgh   1999 — 2003
Bachelor of Arts (B.A.), Communication, General

Villanova University

Joe DeMichele Joe DeMichele Greater Los Angeles Area Details
Joe DeMichele's Delaware Investments Experience October 2000 - April 2006
Job Chief Financial Officer at Northrop Grumman Federal Credit Union
Industry Investment Management
Experience
Northrop Grumman Federal Credit Union  July 2015 - Present
D. A. Davidson   April 2013 - March 2014
Western Corporate Federal Credit Union   April 2009 - July 2012
Allegiance Advisors LLC   April 2006 - August 2008
Delaware Investments   October 2000 - April 2006
Conseco Capital Management  January 1990 - June 1999
Salomon Brothers  April 1986 - January 1990
New York Futures Exchange   January 1985 - January 1986
Merrill Lynch Futures   October 1983 - October 1984

Skills
CMBS, Residential Mortgages, MBS, ABS, CDO, Strategic Planning, Business Development, ALM, Contract Negotiation, Portfolio Management, Client Presentation, Personnel Management, Trading, Relationship Management, Marketing, Corporate Budgeting, Fixed Income, Structured Products, Credit Unions, Asset Management, Risk Management, Alternative Investments, Derivatives, Financial Analysis, Investment Management, Mortgage Lending, Equities, Credit, Investments, Financial Modeling, Investment Strategies, Hedge Funds, Fixed Income Portfolio..., Banking, Credit Risk

Education
University of Pennsylvania   1979 — 1983
Bachelor of Arts (B.A.), Economics

Richard DeGaetani Richard DeGaetani Greater Philadelphia Area Details
Richard DeGaetani's Delaware Investments Experience May 2013 - Present
Job Assistant Vice President at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   May 2013 - Present
JP Morgan  June 2008 - May 2013

Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Investments, Private Equity, Relationship Management, Microsoft Excel, Accounting, Business Analysis, Data Analysis, Fixed Income, Bloomberg, Process Improvement, PowerPoint, Series 7, Business Strategy, Equities, CRM, Microsoft Office

Education
University of Maryland College Park   2004 — 2008
Bachelor of Science (BS), Finance, General

Bryan Favilla Bryan Favilla Philadelphia, Pennsylvania Details
Bryan Favilla's Delaware Investments Experience October 2013 - Present
Job Product Manager Fixed Income at Delaware Investments
Industry Capital Markets
Experience
Delaware Investments   October 2013 - Present
Citi  July 2009 - October 2013
Sovereign Bank  2006 - 2009

Skills
Banking, Bloomberg, Bonds, Fixed Income, Investment Banking, Derivatives, Asset Management, Trading, Portfolio Management, Mutual Funds, Capital Markets, Equities, Investments, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA), Concentration in Finance, Graduated with Honors

University of Pennsylvania   2009 — 2011
Post-Bacc Pre-Med

The College of New Jersey   1999 — 2003

Shawnee High School   1996 — 1999

Nikita Shukla Nikita Shukla Medford, Massachusetts Details
Nikita Shukla's Delaware Investments Experience May 2013 - August 2013
Job Women's Empowerment Intern at The Asia Foundation
Industry International Affairs
Experience
The Asia Foundation  June 2015 - Present
Tufts University  April 2014 - Present
Child Family Health International  June 2014 - August 2014
RuffaloCODY  September 2013 - May 2014
Delaware Investments   May 2013 - August 2013
UMDNJ  May 2011 - August 2011

Skills
Global Health, Economics, Public Health, Data Analysis, Debate, International..., Project Management, Persuasive Speaker, Fundraising, International Relations, Leadership, Microsoft Excel, Public Speaking, Teamwork, Research, Microsoft Word, Event Planning, Community Outreach

Education
Tufts University   2013 — 2017
Bachelor of Arts (B.A.), Economics and International Relations

Cherry Hill High School East

Kathleen Mackenzie Kathleen Mackenzie Cranbury, New Jersey Details
Kathleen Mackenzie's Delaware Investments Experience June 2014 - Present
Job Student at University of South CarolinaColumbia
Industry
Experience
Delaware Investments   June 2014 - Present
Honors College, University of South Carolina  August 2013 - December 2014
Cooper Pest Solutions  May 2013 - July 2013
The Bonner Foundation  June 2011 - August 2011

Skills
Spanish-speaking, Marketing, Marketing Communications, International Business, Spanish-English, Project Planning, Project Management, Writing, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Customer Service, Teamwork, Facebook, Spanish

Education
University of South Carolina-Columbia   2012 — 2016
International Business, Marketing, Spanish

West Windsor-Plainsboro High School North   2008 — 2012

Dustin Minarik, CFA Dustin Minarik, CFA Philadelphia, Pennsylvania Details
Dustin Minarik, CFA's Delaware Investments Experience May 2014 - Present
Job AVP, Client Services IO & DCIO Platforms
Industry Financial Services
Experience
Delaware Investments   May 2014 - Present
Delaware Investments, a member of the Macquarie Group  March 2004 - May 2014
Delaware Investments, a member of the Macquarie Group  March 2004 - October 2005

Skills
Mutual Funds, Investments, Series 6, Series 63, Retirement, Morningstar Direct, FactSet Portfolio..., fi360, Performance Attribution, Soft Dollars, Relationship Management, Due Diligence, Fixed Income, Equities, Financial Services, Investment Strategies, Analysis, Financial Advisory, Asset Allocation, Asset Management, ProTrack, Defined Contribution, Variable Annuities, Superior Client Service, Investment Management, Securities

Education
University of Delaware   1999 — 2003
BSBA, Finance and Management

University of Delaware - Lerner College of Business and Economics

Dawn Conte Dawn Conte Greater Philadelphia Area Details
Dawn Conte's Delaware Investments Experience October 2001 - January 2003
Job Consultant at The Savitz Organization
Industry Management Consulting
Experience
The Savitz Organization  June 2008 - November 2010
Towers Perrin/ExcellerateHRO/EDS   March 2007 - April 2008
Towers Perrin/ExcellerateHRO/EDS, Philadelphia, PA   January 2003 - March 2007
Delaware Investments   October 2001 - January 2003
Merck  June 2001 - August 2001
Towers Perrin  November 1999 - June 2001
Towers Perrin  April 1996 - November 1999

Skills
Management Consulting, Change Management, Project Management, Data Analysis, Analytical Skills, Outsourcing, Quality Assurance, Managing Workflow, Procedure Manuals, Training Delivery

Education
Temple University - Fox School of Business and Management   1991 — 1995
Bachelor of Business Administration (B.B.A.), Dual Major: Risk Management/Insurance & Human Resource Administration

Lansdale Catholic

Lansdale Catholic

Lansdale Catholic

Lansdale Catholic

David Schrock David Schrock Denver, Colorado Details
David Schrock's Delaware Investments Experience 1996 - 2001
Job VP & Sr. Managing Director, Head of Central & West Regions
Industry Investment Management
Experience
Janus Capital Group  2014 - Present
Janus Capital Group  2008 - Present
Janus Capital Group  2006 - 2008
American Realty Advisors  2001 - 2006
Delaware Investments   1996 - 2001

Skills
Investment Strategies, Institutional..., Defined Benefit, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Series 7, Series 63, Investment Advisory, Equities, Investments, Hedge Funds, Fixed Income, Portfolio Management

Education
Temple University   1992 — 1996
BBA, Business

Ania Wrobel Ania Wrobel Philadelphia, Pennsylvania Details
Ania Wrobel's Delaware Investments Experience March 2007 - September 2007
Job Accountant at BNY Mellon
Industry Banking
Experience
BNY Mellon  March 2007 - Present
Delaware Investments   March 2007 - September 2007
OTG Management  September 2006 - December 2006

Skills
Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, General Ledger, Internal Controls, Cash Management, Financial Statements, Fund Accounting, Accounts Payable, Finance, Bloomberg, Eagle PACE, Microsoft Office, Lotus Notes, NAV, Options, FX trading, Futures, Corporate Actions, Swaps, Equities, Pricing, IFRS, Accounts Receivable, Internal Audit, Credit, Sarbanes-Oxley Act, Tax, Variance Analysis, Banking, Customer Service, Cash Flow, Financial Modeling, Microsoft Excel, Auditing, Strategic Financial..., GAAP, Bank Reconciliation, Accruals, Corporate Finance, Sarbanes-Oxley, Invoicing, Financial Services, Securities, Fixed Income, FX Trading, Financial Planning

Education
Temple University - Fox School of Business and Management   2003 — 2006
Bachelor of Business Administration (BBA), Accounting

Gary Low, CFA Gary Low, CFA New York, New York Details
Gary Low, CFA's Delaware Investments Experience 2004 - 2005
Job Global Equities Analyst at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners  August 2012 - Present
Bank Vontobel AG   2011 - 2012
BlackRock  2005 - 2011
Delaware Investments   2004 - 2005
Credit Suisse  1999 - 2002

Skills
Fixed Income, Equity Trading, Financial Analysis, Analysis, Equities, Equity Capital Markets, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Equity Research, High Yield, Corporate Finance, Emerging Markets, Investment Management, Value Investing

Education
Wharton Business School   2002 — 2004
Master of Business Administration (MBA), Finance

Cambridge University

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Greg Stapleton Greg Stapleton Greater Philadelphia Area Details
Greg Stapleton's Delaware Investments Experience May 2011 - August 2012
Job Deal Management Team at JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase  July 2013 - Present
RightAction  October 2011 - July 2013
RightAction  October 2011 - July 2013
Delaware Investments   May 2011 - August 2012

Skills
Accounting, Financial Modeling, Analytics, PowerPoint

Education
Temple University   2013 — 2013
Bachelor of Business Administration, Economics

Philip Perkins Philip Perkins Greater Los Angeles Area Details
Philip Perkins's Delaware Investments Experience May 2003 - March 2009
Job Courtship Ranch
Industry Ranching
Experience
Ice Energy  May 2013 - October 2014
WesCorp  March 2009 - July 2012
Delaware Investments   May 2003 - March 2009
Deutsche Bank  August 1998 - May 2003
Dinner Key Advisors   January 1992 - August 1996
Salomon Brothers  October 1984 - December 1989
Merrill Lynch  1983 - 1984

Education
University of Notre Dame   1979 — 1983
B.A., International Relations

Putnam CIty High School   1976 — 1979

Jim Giambrone Jim Giambrone Greater New York City Area Details
Jim Giambrone's Delaware Investments Experience June 2011 - May 2012
Job Lead ETL Informatica Developer at TD
Industry Financial Services
Experience
TD  October 2012 - Present
MediMedia USA  June 2012 - September 2012
Delaware Investments   June 2011 - May 2012
Merrill Lynch/Bank of America  August 2007 - November 2011
Merrill Lynch Investment Managers  April 2000 - June 2007
BlackRock  2006 - 2007
Dynamics Resources Inc   March 1998 - March 2000
Johnson & Johnson Corporate Headquarters  May 1992 - May 1998
First Boston Corporation  January 1994 - May 1996
Morgan Stanley  April 1991 - December 1993

Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad

Education
The College of New Jersey   1977 — 1981
Bachelor of Science, Business Management/ Computer Science

Fred Jackson Fred Jackson Greater Philadelphia Area Details
Fred Jackson's Delaware Investments Experience 2000 - 2006
Job Providing core technologies for business and personal productivity
Industry Information Technology and Services
Experience
Nucleus Computer Services   July 2014 - Present
Fast-teks On-Site Computer Services  May 2008 - June 2014
Delaware Investments   2000 - 2006

Skills
Telecommunications, Small Business, Network Security, Servers, Troubleshooting, Software Installation, Wireless Networking, Coaching, Leadership, Computer Repair, Technical Support, Management, Cloud Computing, Hardware, Windows, Security, Networking, Information Technology, Managed Services, Consulting, Computer Hardware, System Administration, Antivirus, Disaster Recovery, Network Administration, Web Design, Windows 7, Laptops, XP, Operating Systems, Windows Server, Customer Service

Education
Temple University - Fox School of Business and Management   2004 — 2007
MBA, Marketing/Finance

Christine Sheller Christine Sheller Greater Philadelphia Area Details
Christine Sheller's Delaware Investments Experience 2000 - 2004
Job Creative Director at Franklin Square
Industry Graphic Design
Experience
Franklin Square   February 2013 - Present
AIGA Philadelphia  August 2010 - Present
SIG  March 2008 - February 2013
Universal Health Services  August 2007 - March 2008
Lincoln Financial Group  2004 - 2007
Delaware Investments   2000 - 2004
Motorola  1994 - 2000

Skills
Print Production, Graphic Design, Identity Systems, Art Direction, InDesign, Illustrator, Corporate Identity, Web Design, Adobe Creative Suite, Packaging, Dreamweaver, Logos, Logo Design, Brand Development, Brochures, Typography, HTML, Layout, Creative Direction, Marketing Communications, CSS, Advertising, Email Marketing, Marketing, Illustration, Copywriting, Branding & Identity, Identity Management, QuarkXPress, Corporate Branding, Posters, Integrated Marketing, User Experience, User Interface Design, Art, Creative Strategy, Visual Communication, Direct Mail, Adobe Acrobat, Collateral, Mac, Flash, Interaction Design, Concept Development, WordPress, Information Architecture, Branding

Education
Tyler School of Art   1994 — 1998
Bachelor of Fine Arts (B.F.A.), Graphic Design

Keith Walewski, CFA Keith Walewski, CFA San Francisco, California Details
Keith Walewski, CFA's Delaware Investments Experience May 2005 - August 2005
Job Head of Portfolio Risk @ Earnest
Industry Financial Services
Experience
Earnest_   March 2015 - Present
American Express  May 2010 - February 2015
RLB & Associates   February 2010 - September 2010
Chrysler LLC  August 2006 - November 2008
James Andrew Group   May 2002 - May 2006
Delaware Investments   May 2005 - August 2005
DaimlerChrysler  2004 - 2004

Skills
SAS, SQL, Financial Analysis, Fixed Income, Statistics, Research, Venture Capital, Microsoft Excel, Financial Modeling, Valuation, Cash Flow, Financial Statement..., Data Analysis, Financial Services, Portfolio Management, Due Diligence, Risk Management, Credit Analysis, Economics, Analytics, Bloomberg, Corporate Finance, Asset Management, Private Equity, Marketing, Forecasting, Finance, Credit Risk, Financial Risk, Credit, Banking, Investments, Market Research, Analysis, Loans, Strategy, Business Strategy, Capital Markets

Education
University of Pennsylvania   2002 — 2006
Bachelors, Economics

DeLaSalle   1998 — 2002

Stacy Haller Stacy Haller Columbia, Missouri Area Details
Stacy Haller's Delaware Investments Experience 2003 - 2007
Job Computer Software Professional
Industry Computer Software
Experience
Shelter Insurance  2010 - Present
DST Systems, Inc  1998 - 2010
Delaware Investments   2003 - 2007

Skills
DB2, TSO, COBOL, Fileaid, JCL, Easytrieve, VSAM, Testing, Xpediter, SDLC

Education
University of Central Missouri   1992 — 1998
BS, Computer Information Systems

Dennis Dennehy Dennis Dennehy Greater Boston Area Details
Dennis Dennehy's Delaware Investments Experience June 2002 - February 2003
Job Retired
Industry Financial Services
Experience
Fidelity Investments - FPCMS Systems Group   July 2013 - Present
Fidelity Investments - FPCMS Systems Group   September 2010 - July 2013
Fidelity Investments - FPCMS   March 2003 - November 2008
Delaware Investments   June 2002 - February 2003
Putnam Investments  December 2000 - February 2003
First Data/PFPC   June 1999 - December 2000
Colonial Management/Liberty Financial   April 1996 - June 1999
Mellon Financial  June 1995 - March 1996
Venture Financial Systems Group, Ltd.   February 1995 - May 1995
The Boston Company  March 1994 - January 1995

Skills
SDLC, Integration, Software Development, Testing, Unix, Databases, Program Management, Analysis, Management, COBOL, User Acceptance Testing, Access, Security, Team Leadership, Leadership, Financial Services, Troubleshooting, JCL, Mainframe, Requirements Analysis

Education
University of Massachusetts Boston   1978 — 1982
BS in Management, Concentrations in MIS and Public Policy Analysis

AJ Helgerson AJ Helgerson Greater Minneapolis-St. Paul Area Details
AJ Helgerson's Delaware Investments Experience July 2014 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   July 2014 - Present
Advisors Asset Management, Inc.   January 2011 - July 2014
Goldman Sachs Asset Management  November 2009 - February 2011
RiverSource Asset Management  February 2007 - December 2009
Merrill Lynch  January 2005 - February 2007
Creative Artists Agency  May 2000 - April 2003

Skills
Practice Management, Emotional Intelligence, Investments, Asset Management, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Competitive Analysis, Finance, Financial Advisory, Financial Markets, Financial Services, Retirement, Sales, Sales Operations, Series 63, Series 7, Strategy, Uniform Combined State..., Separately Managed...

Education
The University of North Dakota   1995 — 2000
B.A., Liberal Arts

John Zerr John Zerr Houston, Texas Details
John Zerr's Delaware Investments Experience September 1994 - November 1995
Job Managing Director & General Counsel, Invesco Management Group, Inc.
Industry Investment Management
Experience
Invesco US  March 2006 - Present
Pilgrim Baxter & Associates, Ltd.   November 1995 - December 2005
Delaware Investments   September 1994 - November 1995
Ballard Spahr LLP  September 1987 - September 1994
The Central and East European Law Initiative - American Bar Association   May 1992 - October 1993

Skills
Mergers & Acquisitions, Due Diligence, Corporate Governance, Contract Negotiation, Private Equity, Corporate Law, Negotiation, Business Strategy, Corporate Finance, Litigation, Joint Ventures, Securities

Education
Temple University - James E. Beasley School of Law   1984 — 1987
Juris Doctor, Law

Ursinus College   1980 — 1984
Bachelor of Arts (BA), Economics

LaSalle College High School   1976 — 1980
High School Diploma

Emily Boldt Emily Boldt New Philadelphia, Pennsylvania Details
Emily Boldt's Delaware Investments Experience October 2007 - May 2009
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP  September 2014 - Present
Republic Services  October 2011 - May 2013
Glendale Uptown Home  May 2009 - October 2010
Delaware Investments   October 2007 - May 2009

Skills
Accounting, Financial Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Tax, Auditing, Microsoft Word, PowerPoint, Microsoft Office, QuickBooks, Bookkeeping

Education
Villanova University   2013 — 2014
Master's of Accountancy, Accounting

Temple University   2003 — 2007
Bachelor's degree, economics

Robert C. Sylvia Robert C. Sylvia Greater New York City Area Details
Robert C. Sylvia's Delaware Investments Experience 2008 - 2009
Job Sales & Account Manager for New England Key Accounts at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  February 2015 - Present
Bloomberg  February 2012 - February 2015
Bloomberg  July 2011 - February 2012
Bloomberg  October 2010 - July 2011
Creative Financial Group  August 2009 - August 2010
Delaware Investments   2008 - 2009

Skills
Recruiting, Teamwork, Financial Analysis, Research, Equities, Bloomberg, Cash Management, Business Process..., Fixed Income, Bloomberg Terminal, Financial Advisory, Finance, Portfolio Management, Mutual Funds

Education
Villanova University   2005 — 2009
Bachelor of Science in Business Administration, Major: Finance and International Business Minor: Economics

Universidad de Sevilla   2008 — 2008
International Business

The Haverford School   2001 — 2005

Dana Raciti, HS-BCP Dana Raciti, HS-BCP Philadelphia, Pennsylvania Details
Dana Raciti, HS-BCP's Delaware Investments Experience May 2013 - August 2013
Job Graduate Assistant at the University of Scranton
Industry Individual & Family Services
Experience
University of Scranton  August 2014 - Present
University of Scranton  August 2014 - Present
Big Brothers Big Sisters of Northeastern Pennsylvania   February 2014 - September 2014
Delaware Investments   May 2013 - August 2013
Law Enforcement Health Benefits (LEHB)   May 2011 - February 2013
Delaware Investments   May 2012 - August 2012
Synergetic Sound and Lighting  August 2009 - August 2010

Skills
Editing, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, Social Networking, Leadership, Customer Service

Education
University of Scranton   2014 — 2016
Master's Degree, Rehabilitation Counseling

University of Scranton   2010 — 2014
Bachelor of Science, Counseling and Human Services, Senior

Nazareth Academy High School

David Starer David Starer Greater New York City Area Details
David Starer's Delaware Investments Experience September 2001 - August 2003
Job Professor at Stevens Institute of Technology
Industry Higher Education
Experience
Stevens Institute of Technology  January 2011 - Present
Jacobs Levy Equity Management  March 2004 - August 2011
SEI  August 2003 - March 2004
Delaware Investments   September 2001 - August 2003
Jacobs Levy Equity Management  September 1996 - September 2001
Lend Lease Investment Management   1993 - August 1996
F. B. Rice & Co, Patent Attorneys   1991 - 1993
Fish and Neave   1990 - 1991

Skills
Portfolio Optimization, Quantitative Finance, Financial Engineering, Derivatives, Quantitative Analytics, Financial Modeling, Matlab, Time Series Analysis, R, Equities, Numerical Analysis, Perl, Statistics, Machine Learning, Data Mining, Portfolio Performance..., CPLEX, Gurobi, Technical Writing, Legal Writing, Data Analysis, Patents, Patent Prosecution, Intellectual Property, Python, Public Speaking

Education
Yale University
PhD, Electrical Engineering

University of Pretoria/Universiteit van Pretoria
Master of Engineering (MEng), Microelectronics

University of Cape Town   1977 — 1980
BSc, Electrical Engineering

Stavros (Steve) Siokos Stavros (Steve) Siokos Greater Philadelphia Area Details
Stavros (Steve) Siokos's Delaware Investments Experience September 1996 - November 1997
Job Construction Management & Real Estate Developer at TradeMark GC, LLC
Industry Financial Services
Experience
TradeMark GC, LLC   January 2010 - Present
Delta Loans, LLC   February 2003 - December 2010
Chase Home Finance  December 2001 - February 2003
Merrill Lynch  December 1997 - September 1999
Delaware Investments   September 1996 - November 1997
PFPC  January 1996 - September 1996

Skills
Insurance, Mortgage Lending, Loans, Banking, Underwriting, Relationship Management, Real Estate, Strategic Planning, Commercial Lending, Business Development, Sales, Management, Investments, Credit, Customer Service, Wealth Management, Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Risk Management, Financial Services, Due Diligence, Finance, Equities, Private Equity, Commercial Mortgages, Residential Mortgages, Small Business, Refinance, Series 7, Alternative Investments, Real Estate Financing, Mortgage Banking

Education
Temple University   1991 — 1995
BBA, Accounting

Drexel University   1990 — 1991
Bachelor of Engineering (B.E.), Architectural Engineering

Holy Ghost Prep   1986 — 1990
High School Diploma, Summa Cum Laude

Richard T. Walker Richard T. Walker Greater New York City Area Details
Richard T. Walker's Delaware Investments Experience November 2007 - February 2009
Job Territory Manager at Legacy Studios
Industry Photography
Experience
Legacy Studios  April 2015 - Present
Residential Home Funding  May 2014 - March 2015
EverBank  October 2012 - April 2014
Caliber Funding  August 2012 - October 2012
Delaware Investments   November 2007 - February 2009
LaSalle Bank  February 2006 - July 2007
Advest, Inc.   March 2004 - December 2005
Chapdelaine & Co.   January 1997 - March 2004
J.F. Hartfield   September 1992 - January 1997
The Chase Manhattan Bank  January 1988 - August 1992

Skills
Investments, Mortgage Lending, Finance, Loans, Financial Services, Fixed Income, Sales, Residential Mortgages, Asset Management, Loan Origination, Credit, Selling, Securities, Banking, Bonds, Mutual Funds, Mortgage Banking, Leadership, CRM, Municipal Bonds, Capital Markets, Business Development, Credit Analysis, Funding, Networking, Wealth Management, Financial Advisory, Investment Strategies, Asset Managment, Relationship Management, Retirement Planning, Asset Allocation

Education
University of Scranton   1981 — 1985
BA, History, Buisness

Archbishop Molloy High School   1977 — 1981
College Prep

Our Lady of Victory School   1969 — 1977
High School Prep

Jerry Alrutz Jerry Alrutz Greater Philadelphia Area Details
Jerry Alrutz's Delaware Investments Experience 1993 - 1998
Job Senior Vice President at Voya Financial Institutional Plan Services
Industry Financial Services
Experience
Voya financial  2004 - Present
American Express Retirement Services  1998 - 2004
Delaware Investments   1993 - 1998
PPG Industries, Inc.   1988 - 1993
PPG Industries, Inc.   1981 - 1988

Skills
Retirement, Defined Contribution, Financial Services, CRM, Investments, Benefits Administration, Financial Advisory, Business Strategy, Sales, Human Resources, Finance, Defined Benefit, Process Improvement

Education
University of Pittsburgh   1977 — 1981
BS / BA, Business Administration / Economics

Olivia Haist Rabe Olivia Haist Rabe Greater Philadelphia Area Details
Olivia Haist Rabe's Delaware Investments Experience April 2001 - 2005
Job Founder at Bespoke Media
Industry Marketing and Advertising
Experience
Bespoke Media   March 2009 - Present
Stuzo Inc.   October 2008 - March 2009
Philadelphia Museum of Art  March 2008 - October 2008
Reed Smith LLP  February 2006 - November 2007
Delaware Investments   April 2001 - 2005

Skills
Digital Marketing, Strategic Planning, Event Planning, Online Advertising, Marketing, Fundraising, Social Media, Marketing Communications, Marketing Strategy, Social Media Marketing, Business Strategy, Online Marketing, Direct Marketing, Social Networking, Advertising, Email Marketing, Integrated Marketing, Brand Development

Education
Temple University
Bachelor of Science, Finance

David Schuster, CFA David Schuster, CFA New York, New York Details
David Schuster, CFA's Delaware Investments Experience May 2008 - August 2008
Job Transaction Services Valuation at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  September 2010 - Present
Johnson & Johnson  June 2009 - January 2010
Delaware Investments   May 2008 - August 2008

Skills
Valuation, Financial Modeling, M&A Modeling, Mergers & Acquisitions, Consulting, Private Equity, Bloomberg, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Capital IQ, Business Strategy, Client Presentation, Restructuring, Client Services

Education
The College of New Jersey   2006 — 2010
B.S., Business Administration - Finance, Economics

Trevor Charlston Trevor Charlston Manhattan Beach, California Details
Trevor Charlston's Delaware Investments Experience June 2010 - August 2010
Job Associate, Securitized Product Sales at Nomura
Industry Financial Services
Experience
Nomura Securities  September 2014 - Present
Royal Bank of Scotland  June 2014 - September 2014
Royal Bank of Scotland  November 2013 - June 2014
Royal Bank of Scotland  June 2012 - November 2013
Royal Bank of Scotland  July 2011 - June 2012
Delaware Investments   June 2010 - August 2010

Skills
Spanish, Corporate Finance, Valuation, Microsoft Excel, Market Research, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Fixed Income, Credit

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Bachelor of Science (BS), Finance, General, Cum Laude

Chris Cassel Chris Cassel Haddonfield, New Jersey Details
Chris Cassel's Delaware Investments Experience August 1999 - April 2001
Job Director of Strategic Development at Aramark
Industry Hospitality
Experience
Aramark  June 2015 - Present
Aramark  July 2013 - Present
Aramark  May 2011 - June 2013
Aramark  June 2004 - June 2011
1838 Investment Advisors LLC   February 2001 - May 2004
Delaware Investments   August 1999 - April 2001

Skills
Microsoft Excel, Customer Service, Financial Analysis, Budgets, Financial Reporting, Management, Accounting, Sales, Forecasting

Education
University of Delaware   1995 — 1999
Bachelor's degree, Accounting and Finance

Yvonne Klemets-Wright Yvonne Klemets-Wright Greater Philadelphia Area Details
Yvonne Klemets-Wright's Delaware Investments Experience April 1998 - December 2002
Job Corporate Communications Manager
Industry Pharmaceuticals
Experience
Citadel Federal Credit Union  September 2013 - Present
Pentec Health  April 2011 - September 2013
Markitects, Inc.   April 2011 - September 2013
Teva Pharmaceuticals  October 2011 - January 2013
Cephalon  November 2005 - December 2011
Cephalon, Inc.   January 2003 - November 2005
Delaware Investments   April 1998 - December 2002
Institutional Investor  April 1996 - April 1998
The Advocate/Greenwich Time  May 1995 - April 1996

Skills
Internal Communications, Executive Communications, Corporate Communications, Spokesperson, Editing, Project Management, Leadership, Media Relations, Crisis Communications, Strategic Communications, Public Relations, Marketing Strategy, Marketing Communications, Strategic Planning, Newsletters, Press Releases, Advertising, Social Media, Speech Writing, Strategy, Corporate Branding, Creative Direction, Public Affairs, Blogging, Facebook, Copywriting, Corporate Social..., Communications Planning, Brand Development, Annual Reports, Content Development, Email Marketing, Social Media Marketing, Copy Editing, Branding, Web Content, Marketing, Digital Marketing, Event Management, Social Networking, Direct Marketing, Brand Management, Online Advertising, Feature Articles

Education
University of Connecticut   1991 — 1995
BA, Journalism

Joshua Haghighi Joshua Haghighi Philadelphia, Pennsylvania Details
Joshua Haghighi's Delaware Investments Experience April 2014 - September 2014
Job Product Development Analyst
Industry Financial Services
Experience
Comcast Cable  April 2015 - August 2015
McAdam Financially Advanced™  September 2014 - December 2014
Delaware Investments   April 2014 - September 2014
ING U.S.   October 2013 - December 2013
Hydration Depot   April 2010 - September 2013
JJSports   June 2008 - August 2013

Skills
Customer Service, Ebay Sales, Graphic Design, Entrepreneurship, Microsoft Office, Leadership, Social Media, Facebook, Microsoft Excel, Recruiting, Human Resources, Event Planning, Event Management, Strategic Planning, PowerPoint, Time Management, Financial Analysis, Team Leadership, Business Planning, Retail, Finance, Investments, Strategic Financial..., Investment Strategies, Wealth Management, Salesforce.com, Financial Modeling, Trading, Financial Planning

Education
Drexel University   2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Analytics and Finance

The University of Hong Kong
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Nick Hockley Nick Hockley Greater Philadelphia Area Details
Nick Hockley's Delaware Investments Experience February 2014 - August 2014
Job Temple University Student
Industry Information Technology and Services
Experience
Delaware Investments   February 2014 - August 2014
Pennsylvania Department of Transportation  June 2013 - August 2013
Pennsylvania Turnpike Commission  June 2012 - August 2012

Skills
Public Speaking, Social Media, Sales, Social Media Marketing, Marketing

Education
Temple University - Fox School of Business and Management   2012 — 2016

Annville-Cleona High School   2008 — 2012

Eric Fiore Eric Fiore Philadelphia, Pennsylvania Details
Eric Fiore's Delaware Investments Experience June 2015 - Present
Job Student at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
Delaware Investments   June 2015 - Present

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, MicroStrategy Reporting, Social Media, PowerPoint, Management Accounting, Financial Accounting, Customer Service, Investments, Fixed Income, Equities, Marketing

Education
University of Pennsylvania - The Wharton School   2011 — 2016

Destrian Wells Destrian Wells Wilmington, Delaware Details
Destrian Wells's Delaware Investments Experience September 2013 - Present
Job Associate Relationship Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
Delaware Investments, a member of the Macquarie Group  November 2010 - September 2013
Delaware Investments, a member of the Macquarie Group  January 2010 - November 2010
Lincoln Financial Group  August 2008 - December 2009
Lincoln Financial Distributors - Investments Group   August 2008 - December 2009
C&S Auto Glass   July 2004 - May 2008
Caterpillar Inc.  May 2007 - August 2007
Regions Financial Corporation  June 2006 - August 2006

Skills
Series 6, Series 63, Series 65, Project Management, Building Relationships, Business Process..., Business Intelligence, Business Analysis, Six Sigma, Strategic Planning, Management, Leadership, Marketing, Cross-functional Team..., Salesforce.com, Business Development, Analysis, Business Strategy, Investments, Budgets, Leadership Development, Sales, Strategic Partnerships, Strategy, Banking, Financial Services

Education
Tuskegee University
Bachelors, Science Finance

Tuskegee University
Bachelors, Science Sales & Marketing

Jay Zickerman Jay Zickerman Greater Philadelphia Area Details
Jay Zickerman's Delaware Investments Experience 2004 - April 2006
Job 2nd Vice President, Group Retirement Product Management
Industry Financial Services
Experience
Guardian Life  April 2015 - Present
Guardian Life  July 2009 - April 2015
Lincoln Financial Group  April 2006 - June 2009
Delaware Investments   2004 - April 2006
Delaware Investments   1997 - 2004
Ceridian  1995 - 1997
The Segal Company  1993 - 1995
Dreyfus  1991 - 1993

Skills
Asset Management, Retirement, Pensions, Customer Relations, Product Development, Staff Management, Building Relationships, Investments, Asset Managment, Leadership, Customer Service, New Business Development, Asset Allocation, Financial Services, CRM, Risk Management, Product Management, Series 63, Securities, Project Management, Sales, 401k, Series 7, Insurance, Employee Benefits, Defined Contribution, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Mutual Funds, Defined Benefit, FINRA, Series 24

Education
University of Maryland College Park   1984 — 1988
Bachelor of Science (BS), Economics

NBTHS   1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program

Aleksander Katsuro Aleksander Katsuro Greater Philadelphia Area Details
Aleksander Katsuro's Delaware Investments Experience February 2015 - Present
Job Global Trade Analyst at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   February 2015 - Present
BNY Mellon  January 2012 - February 2015

Skills
Investments, Mutual Funds, Securities, Equities, Accounting, MS Office, Bloomberg Terminal, Reuters 3000, Bonds, Financial Advisory, Financial Services, Microsoft Office, Options, Bloomberg, Fixed Income, Account Reconciliation, Corporate Actions

Education
Temple University   2009 — 2011
Bachelor of Business Administration (BBA), Finance

Temple University - Fox School of Business and Management

Kristin Camp Kristin Camp United States Details
Kristin Camp's Delaware Investments Experience 1999 - 2000
Job President, Principal Trust Company
Industry Financial Services
Experience
Principal Trust Company  March 2000 - Present
Delaware Investments   1999 - 2000

Education
Villanova University   2002 — 2006
Master of Business Administration (MBA)

University of Delaware - Lerner College of Business and Economics   1995 — 1999
Bachelor of Science (BS), Economics

Michael Tung Michael Tung Greater Philadelphia Area Details
Michael Tung's Delaware Investments Experience November 2006 - February 2010
Job at Turner Investments
Industry Financial Services
Experience
Turner Investments  March 2013 - Present
Expo Capital Management   March 2010 - June 2012
Delaware Investments   November 2006 - February 2010
Galleon Group  March 2005 - October 2006
Hambrecht & Quist Capital Management   November 2003 - February 2005
Beth Israel Deaconess Medical Center, Harvard Medical School  January 2001 - March 2003

Skills
Due Diligence, Financial Analysis, Portfolio Management, Investments, Pharmaceutical Industry, Healthcare, Biotechnology, Risk Management, Medical Devices, Healthcare Information..., Finance, Leadership, Financial Modeling, Equities, Private Equity, Valuation, Bloomberg, Hedge Funds, Mutual Funds

Education
Tufts University School of Medicine   1997 — 2001
Doctor of Medicine MD / MBA

The George Washington University   1993 — 1997
BA / BS, Economics / Biology

Phillips Academy
Diploma, Cum Laude

Dan Szuba Dan Szuba Greater New York City Area Details
Dan Szuba's Delaware Investments Experience August 1999 - March 2000
Job Executive Director at Instinet Corporation
Industry Financial Services
Experience
Instinet Corporation  October 2007 - Present
Nomura  March 2000 - October 2007
Delaware Investments   August 1999 - March 2000

Skills
Exchange Connectivity, Trading System, Trading, Equities, Mutual Funds, Equity Trading, Trading Systems, Options, Portfolio Management, Electronic Trading

Education
University of Delaware   1995 — 1999
BSBA, Finance

Point Pleasant Beach High School   1991 — 1995

Matthew Woodward Matthew Woodward Philadelphia, Pennsylvania Details
Matthew Woodward's Delaware Investments Experience April 1996 - October 2007
Job Chief Compliance Officer at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  June 2013 - Present
Aberdeen Asset Management  October 2007 - June 2013
Delaware Investments   April 1996 - October 2007
Stradley Ronon Stephens & Young   July 2006 - September 2006

Skills
Legal Compliance, Investment Management..., Mutual Fund Compliance, Broker Dealer Law and..., Investment Advisers Act, Investment Company Act, Regulatory Affairs

Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance, General

Temple University - James E. Beasley School of Law
Doctor of Law (J.D.), Law

Mark F. Binnion, CFA Mark F. Binnion, CFA Fort Lauderdale, Florida Details
Mark F. Binnion, CFA's Delaware Investments Experience January 1990 - December 1997
Job Senior Client Relationship Manager Senior Vice President
Industry Financial Services
Experience
Franklin Templeton  June 2000 - June 2014
Private Family Office  February 1999 - June 2000
Putnam Investments  October 1997 - February 1999
Delaware Investments   January 1990 - December 1997

Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity

Education
CFA Institute   1992 — 1995
CFA

University of Maryland College Park   1987 — 1990
BA, Economics

FINRA
Investments, Series 3, Series 6, Series 63 and Series 7

William P. Stanton William P. Stanton Greater Philadelphia Area Details
William P. Stanton's Delaware Investments Experience June 2004 - February 2006
Job VP, Alternative Fund Administration at BlackRock
Industry Financial Services
Experience
BlackRock  April 2013 - Present
HSBC Securities Services, Fund Services (Ireland), Ltd.   July 2012 - March 2013
HSBC Securities Services, Fund Services   January 2012 - June 2012
HSBC Securities Services, Fund Services   October 2009 - December 2011
HSBC Securities Services, Fund Services   January 2008 - September 2009
HSBC Securities Services, Fund Services   February 2006 - December 2007
Delaware Investments   June 2004 - February 2006

Skills
Fund Administration, Fund Accounting, Hedge Funds, Mutual Funds, Bloomberg, Alternative Investments, Fund Of Funds, Securities, Fixed Income, Equities, Investments, Financial Services, Middle Office, Asset Managment, Valuation, Derivatives, Portfolio Management, Financial Analysis, Bloomberg Terminal, Private Equity, Advent Geneva, Koger NTAS, Microsoft Excel, Microsoft Office, Credit Derivatives, Structured Finance

Education
University of Scranton   2001 — 2004
Bachelor of Science, Finance

Bill Hannan Bill Hannan Greater Los Angeles Area Details
Bill Hannan's Delaware Investments Experience September 2006 - January 2012
Job Regional Vice President at Prudential Investments
Industry Financial Services
Experience
Prudential Investments  February 2012 - Present
Delaware Investments   September 2006 - January 2012
Lincoln Financial Distributors  August 2003 - August 2006
Merrill Lynch  September 2001 - July 2003

Skills
Securities, Investments, Customer Relations, Sales Support, Research, Mutual Funds, Annuities, Morningstar, Zephyr, Retirement Income..., Equity Research, Separately Managed..., Alternative Investments, Asset Allocation, ETFs, Fixed Annuities, Hedge Funds, Investment Strategies, Retirement, Series 7, Wealth Management

Education
University of Central Florida   1996 — 2000
B.S., Finance

James Boothby James Boothby Greater New York City Area Details
James Boothby's Delaware Investments Experience 2006 - 2007
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  March 2015 - Present
Lazard Asset Management  February 2011 - Present
Barclays Wealth  July 2007 - December 2010
Lehman Brothers  2007 - 2008
Delaware Investments   2006 - 2007

Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking

Education
Trinity College-Hartford   2002 — 2006
BA, Political Science and Government

Chestnut Hill Academy   1990 — 2002
HS

Jennifer Wirts Jennifer Wirts Philadelphia, Pennsylvania Details
Jennifer Wirts's Delaware Investments Experience February 2007 - September 2007
Job Fund Accounting Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  October 2007 - Present
Delaware Investments   February 2007 - September 2007
West Oak Lane Charter School  August 2005 - June 2006

Skills
Mutual Funds, Fund Accounting

Education
University of Delaware - Lerner College of Business and Economics
Finance

Ben Holtz, CFA Ben Holtz, CFA Greenwich, Connecticut Details
Ben Holtz, CFA's Delaware Investments Experience May 2004 - August 2004
Job Analyst at Starwood Real Estate Securities
Industry Investment Management
Experience
Starwood Real Estate Securities   May 2013 - Present
Urdang Securities Management   June 2006 - April 2013
JP Morgan  June 2005 - August 2005
Delaware Investments   May 2004 - August 2004

Skills
Valuation, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Capital Markets, Due Diligence, Financial Analysis, Bloomberg, Securities, Fixed Income, Real Estate, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate Economics, Real Estate Private..., Asset Management

Education
University of Pennsylvania - The Wharton School   2002 — 2006
BS, Finance, Legal Studies

Deborah Sabo Deborah Sabo San Francisco Bay Area Details
Deborah Sabo's Delaware Investments Experience May 2005 - April 2014
Job Founding Partner/ Head of Trading at Jackson Square Partners LLC
Industry Financial Services
Experience
Jackson Square Partners LLC   May 2014 - Present
Delaware Investments   May 2005 - April 2014
McMorgan & Company  April 2003 - April 2005
Husic Capital Management  2002 - 2003
Robertson Stephens  1999 - 2001

Skills
Equity Trading, Equities, Series 7, Hedge Funds, Fixed Income, Investments, Alternative Investments, Options, Series 24, Series 63, ETFs, Bloomberg, Trading, Securities, FINRA, Trading Systems, Asset Management, Traders, Capital Markets, Trading Strategies, Financial Markets, Derivatives

Education
University of Pittsburgh   1989 — 1993

Liquidnet U

Liquidnet U

Susan Cima, CISM, CISA Susan Cima, CISM, CISA Greater Philadelphia Area Details
Susan Cima, CISM, CISA's Delaware Investments Experience 1998 - 2006
Job Director, Information Security Compliance
Industry Insurance
Experience
Lincoln Financial Group  2006 - Present
Delaware Investments   1998 - 2006
PNC Bank  1991 - 1998
PNC Financial Services Group  1989 - 1998

Skills
IT Audit, Risk Management, Vendor Management, Risk Assessment, Sarbanes-Oxley, CISA, Information Security..., Enterprise Risk..., Security, Information Security, Disaster Recovery, Business Continuity, CISSP, PCI DSS, Governance, GLBA, Business Continuity..., Information Technology, COBIT, Sarbanes-Oxley Act, SAS70

Education
Temple University - Fox School of Business and Management   1985 — 1989
BBA, Computer and Information Science

Clark Thompson Clark Thompson Greater New York City Area Details
Clark Thompson's Delaware Investments Experience July 2004 - December 2006
Job DirectorRegional Lead IT StrategyAmericas at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  May 2013 - Present
Credit Suisse  June 2012 - May 2013
Credit Suisse  September 2011 - June 2012
Credit Suisse  July 2010 - September 2011
Deloitte Consulting LLP  January 2007 - July 2010
Deloitte Consulting LLP  January 2007 - July 2010
Delaware Investments   July 2004 - December 2006
Deutsche Bank  July 1997 - July 2004
Deutsche Bank  January 1997 - January 2004
Deutsche Bank  1997 - 2004

Skills
French, Spanish, Derivatives, IT Strategy, ITIL, Credit, Deployment, System Deployment, Risk Management, Business Analysis, Trading Systems, Fixed Income, Investment Banking, Portfolio Management, Management Consulting, Program Management, Equities, Trading, Strategy, Asset Managment, PMO, Governance, Middle Office, Financial Services, Financial Risk, Emerging Markets, Outsourcing, Corporate Finance, Hedge Funds, Back Office, Requirements Analysis, Mergers, Management, Market Data, Business Strategy, Due Diligence, Financial Analysis, Investments, Financial Markets, Credit Derivatives, Mutual Funds, Capital Markets, Securities, Banking, Equity Derivatives, Financial Modeling, FX Options, Settlement, Business Transformation, Finance

Education
Tufts University - The Fletcher School of Law and Diplomacy   1989 — 1991
MALD, International Strategic Studies and Finance

Tufts University   1986 — 1989
BA, Political Science

Wilbur Cross High School   1982 — 1985
Diploma

London Business School
Global Leader Program

Van Tran Van Tran San Francisco Bay Area Details
Van Tran's Delaware Investments Experience April 2005 - April 2014
Job Chief Financial Officer at Jackson Square Partners, LLC
Industry Investment Management
Experience
Jackson Square Partners, LLC   May 2014 - Present
Delaware Investments   April 2005 - April 2014

Education
University of California, San Diego   1992 — 1996

Joanne McCranie Joanne McCranie Charlotte, North Carolina Area Details
Joanne McCranie's Delaware Investments Experience 1999 - 2001
Job Registered Representative of Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group/Minnesota Life   July 2010 - Present
MetLife  July 2008 - July 2010
Security Benefit  2004 - 2008
GE Financial  2001 - 2003
Lincoln Financial  1999 - 2001
Delaware Investments   1999 - 2001
evergreen  1994 - 1999

Education
Truman State University   1983 — 1987
BA, Political Science

Lisa Gentry Lisa Gentry Greater Philadelphia Area Details
Lisa Gentry's Delaware Investments Experience June 2014 - Present
Job at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   June 2014 - Present
Peirce Park Group   February 2008 - June 2014
The Gwydion Group   2004 - February 2008

Skills
Project Management, Customer Service, Compliance, Mentoring, Editing, Corporate Communications, Quality Management, Operational Planning

Education
University of Denver   1979 — 1983

Jordan Irving Jordan Irving Greater Philadelphia Area Details
Jordan Irving's Delaware Investments Experience March 2004 - September 2010
Job Partner at Irving Magee Investment Management LLC
Industry Financial Services
Experience
Irving Magee Investment Management LLC   October 2010 - Present
Delaware Investments   March 2004 - September 2010
Merrill Lynch Investment Managers  February 1998 - March 2004

Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Financial Analysis, Financial Modeling, Mergers, Alternative Investments, Venture Capital, Equities, Due Diligence, Investment Strategies

Education
University of Oxford   1996 — 1997
Diploma, Social Studies

Yale University   1992 — 1996
BA, American Studies

Kristen Reut Kristen Reut Greater Los Angeles Area Details
Kristen Reut's Delaware Investments Experience 1999 - 2000
Job Director of Business Affairs at TBWA\Media Arts Lab
Industry Marketing and Advertising
Experience
TBWA\Media Arts Lab  August 2014 - Present
Saatchi & Saatchi LA  February 2008 - July 2014
Deutsch LA, Inc.   August 2000 - February 2008
Delaware Investments   1999 - 2000

Skills
Digital Media, Music Licensing, New Media, Digital Marketing, Advertising, Television, Radio, Broadcast, Strategic Partnerships, Online Advertising, Licensing, Social Media Marketing, Interactive Advertising, Integrated Marketing

Education
Tulane University   1995 — 1999
Bachelor's, Double major- Communication and Political Science

Tricia Hollman-Rosenberg Tricia Hollman-Rosenberg Raleigh-Durham, North Carolina Area Details
Tricia Hollman-Rosenberg's Delaware Investments Experience 1995 - 1998
Job Senior Retirement Benefits Program Manager
Industry Human Resources
Experience
TIAA-CREF  June 2013 - Present
ABB  August 2010 - July 2012
Fidelity Investments  June 2007 - August 2009
Vanguard  2005 - 2007
THR Financial Consulting   September 2001 - December 2005
Wachovia Bank  July 1999 - September 2001
Delaware Investments   1995 - 1998
Prudential Securities  1993 - 1996

Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets

Education
University of Pennsylvania - The Wharton School   1992 — 1997
BS, Accounting/Management

Errol Thurton Errol Thurton Philadelphia, Pennsylvania Details
Errol Thurton's Delaware Investments Experience July 2001 - October 2007
Job Aberdeen Asset Management, Sr. Fund Administrator Analyst
Industry Investment Management
Experience
Aberdeen Asset Management  October 2013 - March 2014
United States Department of Treasury  March 2013 - October 2013
State Street Bank and Trust Company  July 2012 - January 2013
Bank of New York Mellon  October 2007 - January 2012
Bank of New York Mellon  October 2007 - January 2012
Delaware Investments   July 2001 - October 2007

Skills
Finance, Financial Reporting, Accounting, Account Reconciliation, Risk Management, Auditing, Securities, Derivatives, General Ledger, Accounts Payable, Mutual Funds, Internal Audit, Corporate Finance, Variance Analysis, Tax, Financial Statements, Financial Services, Portfolio Management, Financial Analysis, Fund Accounting, Fixed Income, Cash Management, Analysis, GAAP, Fixed Assets, Financial Modeling, Financial Accounting, Bank Reconciliation, Cash Flow, Strategic Financial..., Journal Entries, Trading, Fund Administration, Credit, Due Diligence, Accruals, Cash Flow Forecasting, Bloomberg, Hedge Funds, Investments, Treasury, Equities, Middle Office, Bonds, Asset Management, FX Options, Back Office, Accounts Receivable, Forecasting, Corporate Actions

Education
Temple University - Fox School of Business and Management   1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting

Brendon Mason Brendon Mason Greater Boston Area Details
Brendon Mason's Delaware Investments Experience 2009 - 2011
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   2014 - Present
Guggenheim Securities  2011 - 2014
Delaware Investments   2009 - 2011
Harvard Management Company, Inc.   2002 - 2009

Skills
Portfolio Management, Valuation, SQL, Securities, Hedge Funds, Capital Markets, Alternative Investments, Private Equity, Investments, Mutual Funds, Asset Managment, Equities, Financial Modeling, Derivatives, Fixed Income, Investment Banking, Bloomberg, Strategic Planning, Equity Research, Due Diligence

Education
Tufts University   1997 — 2001

Griff Dow Griff Dow San Francisco Bay Area Details
Griff Dow's Delaware Investments Experience March 2007 - January 2008
Job Regional Vice President at Horizon Investments
Industry Financial Services
Experience
Horizon Investments  May 2014 - Present
Tactical Allocation Group   November 2013 - May 2014
Columbia Management  June 2011 - August 2013
PRUDENTIAL ANNUITIES  April 2008 - May 2011
DELAWARE INVESTMENTS   March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management)   February 2003 - March 2007
Pioneer Investments  1997 - 2000

Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management

Education
University of Massachusetts, Amherst   1983 — 1988
Bachelor of Science (BS)

Christian Weirich Christian Weirich Greater Philadelphia Area Details
Christian Weirich's Delaware Investments Experience 1994 - 1997
Job Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2015 - Present
Wells Fargo Advisors, LLC.   January 2014 - Present
Wells Fargo Advisors, LLC.   June 2008 - January 2014
Common Apparel LLC.   October 2007 - April 2009
Wachovia Securities  September 2000 - June 2008
Janney Montgomery Scott  1997 - 2000
Delaware Investments   1994 - 1997

Skills
Investments, Financial Advisory, Public Speaking, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Retirement, Finance, ETFs, Financial Services

Education
University of Maryland College Park   1987 — 1991

Mark Kiniry Mark Kiniry Greater Denver Area Details
Mark Kiniry's Delaware Investments Experience 2004 - 2007
Job Senior Vice President, ALPS Portfolio Solutions
Industry Financial Services
Experience
ALPS Fund Services  November 2013 - Present
Alps  2007 - 2013
Old Mutual Financial Network  2007 - 2008
Old Mutual Capital  2007 - 2007
Delaware Investments   2004 - 2007
Lincoln Financial Distributors  2000 - 2007
Pioneer Investments  1997 - 2000
Moseley   1982 - 1987

Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24

Education
The University of Connecticut   1978 — 1982
Bachelor of Science, Biology, General

Jerry Nichols CFA Jerry Nichols CFA Greater Philadelphia Area Details
Jerry Nichols CFA's Delaware Investments Experience March 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Delaware Investments   March 2008 - Present
Gartmore Investment   2004 - 2008

Skills
Investments, Fixed Income, Asset Management, Investment Strategies, Mutual Funds, Portfolio Management, Equities, Asset Allocation, Hedge Funds, Alternative Investments

Education
University of Kansas - Graduate School of Business   1976 — 1981

Cynthia Bittle Cynthia Bittle Greater Philadelphia Area Details
Cynthia Bittle's Delaware Investments Experience Assistant Vice PresidentCoreStates Bank of Delaware1994 - 1999
Job Senior Production Coordinator at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   Assistant Vice PresidentCoreStates Bank of Delaware1994 - 1999
The Green Tree   1989 - 1994
Mutual Assurance Company   1989 - 1994
Atlantic Financial Federal  1984 - 1989

Education
Temple University   1980 — 1984

Aisling McCann Aisling McCann Philadelphia, Pennsylvania Details
Aisling McCann's Delaware Investments Experience 2006 - 2008
Job Relationship Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  May 2011 - Present
Delaware Investments, a member of the Macquarie Group  January 2008 - May 2011
Delaware Investments   2006 - 2008

Skills
Mutual Funds, Series 6, Banking, Customer Service, Leadership, Series 63, Risk Management, Project Management, Finance, Microsoft Excel, Business Analysis, Financial Analysis, Asset Managment, Series 7, PowerPoint, Strategic Planning, Separately Managed..., Team Building, Access, Outlook, Training

Education
University of Scranton   2001 — 2006
BS, Marketing

Bill Mangoni ChFC®, CLU®, MBA Bill Mangoni ChFC®, CLU®, MBA Greater Philadelphia Area Details
Bill Mangoni ChFC®, CLU®, MBA's Delaware Investments Experience January 2010 - February 2012
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  August 2013 - Present
Lincoln Financial Group  March 2012 - August 2013
Delaware Investments   January 2010 - February 2012
Lincoln Financial Distributors  January 2009 - December 2009
Lincoln Financial Distributors  January 2008 - December 2008
Lincoln Financial Distributors  May 2003 - January 2008

Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Investments, Life Insurance, Series 65, Variable Annuities

Education
Temple University - Fox School of Business and Management   2001 — 2005
Master of Business Administration (MBA), Marketing/Finance

Temple University   1985 — 1989
Bachelor of Arts (BA), Communications

Dan Carlson Dan Carlson Greater New York City Area Details
Dan Carlson's Delaware Investments Experience October 1995 - October 2003
Job Chief Financial Officer at Toroso Investments
Industry Investment Management
Experience
Toroso Investments  August 2012 - Present
Avatar Associates  April 2008 - July 2011
Proctor Investment Managers LLC   October 2003 - April 2008
Delaware Investments   October 1995 - October 2003
Buck Consultants  April 1983 - October 1995
Harris Bank  June 1977 - April 1983

Education
University of Illinois at Urbana-Champaign - College of Business   1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management

Varun Gulati Varun Gulati San Francisco, California Details
Varun Gulati's Delaware Investments Experience August 2007 - August 2008
Job ALM Risk Consultant, Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2013 - Present
barclaycard  August 2012 - April 2013
IFC - International Finance Corporation  August 2011 - July 2012
Fannie Mae  October 2010 - September 2011
Radian  March 2010 - December 2010
Lincoln UK   September 2008 - July 2009
Delaware Investments   August 2007 - August 2008

Skills
Financial Modeling, CCAR, Stress Testing, QRM, Credit Rating, CDO, Data Analysis, Derivatives, Investment Management, Alternative Investments, Investments, Portfolio Management, Valuation, Management

Education
CFA Institute
CFA Level II Candidate

Temple University

Robert Norton Robert Norton Greater Philadelphia Area Details
Robert Norton's Delaware Investments Experience June 1985 - July 2002
Job Helping investment managers improve performance
Industry Investment Management
Experience
Portfolio Performance Partners   April 2013 - Present
emortal.com   September 2013 - Present
Logan Capital Management, Inc.   September 2014 - September 2015
Nuveen Investments  October 2002 - March 2013
Delaware Investments   June 1985 - July 2002

Skills
Asset Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research, Separately Managed..., Investment Advisory, Quantitative Research, Product Development, Product Management, Asset Managment, Financial Modeling, Trading Systems, Portfolio Optimization, Investment Banking, Alternative Investments, Equity Valuation, Due Diligence, Fixed Income, Risk Management, Hedge Funds, Securities, Wealth Management, ETFs, Series 7, Quantitative Analytics

Education
Union College   1978 — 1982
BA, Economics

Mike Bishof Mike Bishof Greater Boston Area Details
Mike Bishof's Delaware Investments Experience June 1995 - March 2007
Job SVP Strategic Initiatives at State Street Global Services
Industry Financial Services
Experience
State Street  July 2013 - Present
Independence Capital Partners  November 2010 - September 2012
Logan Circle Partners, L.P.   April 2007 - November 2010
Delaware Investments   June 1995 - March 2007
Equitable Capital Management Corp   1987 - 1992

Skills
Asset Managment, Mutual Funds, Hedge Funds, Investments, Fixed Income, Alternative Investments, Private Equity, Equities, Investment Management, Securities, Due Diligence, Trading Systems, Trading, Finance, Fund Of Funds, Accounting, Bonds, Derivatives, Investment Advisory, Financial Analysis, Financial Services, Valuation, Bloomberg, Options, Financial Markets, Back Office, Fund Accounting, Fund Administration, Strategic Financial..., Outsourcing, Leadership

Education
University of South Carolina-Columbia   1980 — 1984
BS, Accounting

Half Hollow Hills HS West   1976 — 1980

Daniel Perullo Daniel Perullo Greater Philadelphia Area Details
Daniel Perullo's Delaware Investments Experience 2000 - 2007
Job Partner at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  2007 - Present
Delaware Investments   2000 - 2007

Skills
Alternative Investments, Fixed Income, Institutional Sales, Mutual Funds, Investment Management, Equities, Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Emerging Markets, Institutional..., Valuation, High Yield, Bonds, Capital Markets

Education
University of New Hampshire   1985 — 1989
BS, Business

University of New Hampshire -- Peter T. Paul College of Business and Economics   1985 — 1989
BS, Business Administration

Greg Bagnoli Greg Bagnoli Greater Boston Area Details
Greg Bagnoli's Delaware Investments Experience July 2005 - July 2008
Job Global Sales Manager Foster Corp.
Industry Medical Devices
Experience
Foster Corporation  May 2010 - Present
Delaware Investments   July 2005 - July 2008

Skills
Financial Modeling, Microsoft Excel, Process Improvement, Business Development, New Business Development, Microsoft Office, Management, Six Sigma, Product Development, R&D, Sales, Financial Analysis, Cross-functional Team..., Investments, Medical Devices, Manufacturing, Strategic Planning, Continuous Improvement

Education
University of Pennsylvania   2001 — 2005
BA, Economics

Samson Fixler Samson Fixler Cleveland/Akron, Ohio Area Details
Samson Fixler's Delaware Investments Experience 1998 - 2001
Job Chief Operating Officer at AmeriWound, LLC
Industry Health, Wellness and Fitness
Experience
AmeriWound, LLC  April 2011 - Present
DFD Services, LLC   May 2009 - June 2012
GemCare Health Services, Inc.   September 2001 - May 2009
Delaware Investments   1998 - 2001
Merrill Lynch  1997 - 1998
Merrill Lynch  1996 - 1997

Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Dentistry, Operations Management, Compliance, Team Building, Start-ups, Physicians, Strategy, Management, Healthcare Management, Recruiting, Physician Relations, Human Resources, HIPAA, Employee Benefits, New Business Development, Business Process, IT Management, EMR, Wound Care, IT Solutions, Strategic Planning

Education
Temple University - Fox School of Business and Management   1998 — 2000
MS, Business Administration

Yeshiva University   1993 — 1996
Biology, Cellular Biology, Molecular Biology

Bob Cleveland Bob Cleveland Greater Philadelphia Area Details
Bob Cleveland's Delaware Investments Experience 1999 - 2001
Job Branch Manager / Financial Services Officer
Industry Banking
Experience
Columbia Bank NJ   July 2004 - Present
Fox Chase Bank  2003 - 2004
Delaware Investments   1999 - 2001

Skills
Loans, Sales Management, Finance, Performance Management, Commercial Lending, Small Business Lending, Credit, Banking, Financial Analysis, Credit Analysis, Customer Service, Mortgage Lending, Real Estate, Outlook, Commercial Banking, Team Building, Cash Management, Coaching, Microsoft Excel, Budgets, Sales, Management, Branch Banking, Financial Services, Lines Of Credit, Consumer Lending, Retail Banking, Commercial Mortgages, Operations Management, Risk Management, Mortgage Banking, Loan Origination, Relationship Management

Education
Texas A&M University   1986 — 1990
Finance, General

David Harmelin David Harmelin Greater Philadelphia Area Details
David Harmelin's Delaware Investments Experience March 2002 - Present
Job Fixed Income Quantitative AVP at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   March 2002 - Present

Skills
Mutual Funds, Investments, Bloomberg, Financial Analysis, Fixed Income, Financial Reporting, Derivatives, Finance, Bonds, Securities, Asset Management, Fixed Annuities, Accounting, Credit Analysis, Equities, Financial Modeling

Education
University of Colorado Boulder   1997 — 2001
Finance, Finance and HR

Don Victor Don Victor Greater Philadelphia Area Details
Don Victor's Delaware Investments Experience June 2005 - April 2007
Job Experienced Inevestment Accountant at you service!
Industry Financial Services
Experience
BNYMellon  February 2010 - Present
Chartwell Investment Partners  September 2007 - December 2008
Delaware Investments   June 2005 - April 2007
ACATS Dept   March 2003 - March 2005
NF Clearing (formerly Fiserv Securities, Inc   April 1997 - March 2005
NF Clearing   April 1997 - March 2003

Education
Temple University
Bachelor, Finance

Karen Burnham Karen Burnham Greater Philadelphia Area Details
Karen Burnham's Delaware Investments Experience 1993 - 2003
Job Sales Communications Planning Manager, Independence Blue Cross
Industry Health, Wellness and Fitness
Experience
Independence Blue Cross  2006 - Present
Witches of East Greenwich Dragon Boat Team   2009 - 2013
East Greenwich Township Schools   2001 - 2012
Lincoln Financial Group  June 1993 - October 2006
Lincoln Financial Distributors  2003 - 2004
Delaware Investments   1993 - 2003
Tobey & Company   July 1992 - June 1993

Skills
Marketing Communications, Media Relations, Strategic Planning, Internal Communications, Insurance, Process Improvement, Marketing, Corporate Communications, Newsletters, Public Relations, Program Management, Mergers, Employee Benefits, Strategy, Communication Training, Strategic Communications, Public Speaking, Healthcare, Vendor Management, Crisis Communications, Copywriting, Health Insurance, Marketing Strategy, Communications Planning, Leadership, Social Media Marketing, Email Marketing, Social Media, Financial Services, Project Management, Press Releases, Training

Education
University of Delaware   1988 — 1992
BA, Communication, Public Relations

Cape Henlopen High School

John Felts John Felts Greater Philadelphia Area Details
John Felts's Delaware Investments Experience July 2010 - Present
Job EN, MAJ at US Army
Industry Financial Services
Experience
Delaware Investments   July 2010 - Present
US Army  September 1991 - Present
BNY Mellon  October 2007 - June 2010

Education
Temple University - Fox School of Business and Management   1996 — 1999
Bachelor's degree, International Business, Finance, 3.5

Pat McKeown Pat McKeown Greater Philadelphia Area Details
Pat McKeown's Delaware Investments Experience September 1999 - June 2001
Job Retired
Industry Financial Services
Experience
Pershing  May 2010 - May 2011
Lincoln Investment Planning  November 2005 - September 2009
Lincoln Financial Distributors  June 2003 - August 2005
Lincoln Financial Distributors  June 2001 - June 2003
Delaware Investments   September 1999 - June 2001
Allegheny Health   1988 - 1998

Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction

Education
Temple University
M.A.

Temple University
B.S.

Christopher McGinnis Christopher McGinnis Greater Philadelphia Area Details
Christopher McGinnis's Delaware Investments Experience 2006 - Present
Job Compliance Officer at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   2006 - Present
Delaware Service Company, Inc.   January 1998 - December 2005
PSFS  1989 - 1998

Education
The University of the Arts   1983 — 1987
B.S. Industrial Design, Industrial Design

Christina Renninger Christina Renninger Greater Boston Area Details
Christina Renninger's Delaware Investments Experience 2008 - 2008
Job Mathematics Support Aide at Newton Public Schools
Industry Higher Education
Experience
Newton Public Schools  December 2013 - Present
Glenmede Trust Company  June 2009 - August 2011
Delaware Investments   2008 - 2008
BlackRock  2006 - 2006

Education
The Johns Hopkins University   2005 — 2008
BA, Economics, Psychology, Entrepreneurship and Management

See Yeng Quek See Yeng Quek Greater Philadelphia Area Details
See Yeng Quek's Delaware Investments Experience August 2000 - May 2015
Job Executive VP & Head of Fixed Income at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   August 2000 - May 2015
Conseco Capital Management, Inc.   1993 - 2000

Skills
Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Bonds, Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, Institutional..., Capital Markets, Investments

Education
University of Iowa

thomas morrisroe thomas morrisroe Greater Philadelphia Area Details
thomas morrisroe's Delaware Investments Experience 1988 - 1999
Job Senior Director Financial Reporting at Bank of New York Mellon Corporation
Industry Financial Services
Experience
Bank of New York Mellon Corporation  March 2013 - Present
BlackRock  December 2010 - March 2013
Delaware Investments/Bank of New York Mellon Corporation   January 2004 - December 2010
Deutsche Asset Management  March 1999 - December 2003
Delaware Investments   1988 - 1999

Skills
Fixed Income, Equities, Hedge Funds, Mutual Funds, Derivatives, Securities, Bloomberg, Asset Management, Financial Services, Alternative Investments, Investments

Education
Temple University
Accounting

Sean McConnell Sean McConnell Greater Philadelphia Area Details
Sean McConnell's Delaware Investments Experience April 2004 - October 2006
Job Account Officer at JP Morgan
Industry Financial Services
Experience
JP Morgan  November 2009 - Present
Prudential Fox and Roach Realtors  July 2009 - November 2009
Lincoln Financial Distributors  October 2006 - April 2009
Delaware Investments   April 2004 - October 2006

Skills
Investments, Series 63, Financial Analysis, Insurance, Series 7

Education
University of Central Florida - College of Business Administration   2002 — 2003
Finance, Finance

Harumi Walters Harumi Walters Tampa/St. Petersburg, Florida Area Details
Harumi Walters's Delaware Investments Experience September 2004 - March 2005
Job Tax Analyst at United Rentals Inc.
Industry Financial Services
Experience
United Rentals Inc.  June 2011 - January 2013
PricewaterhouseCoopers  October 2010 - June 2011
Pitney Bowes  July 2008 - November 2010
De Lage Landen  February 2006 - June 2008
Delaware Investments   September 2004 - March 2005

Skills
Financial Analysis, Accounting, PeopleSoft, Tax, Sarbanes-Oxley Act, Financial Accounting, Account Reconciliation, General Ledger, GAAP, Payroll, SAP, Accounts Payable, Fixed Assets, Financial Statements, QuickBooks, Accounts Receivable, Process Improvement, Cost Accounting

Education
University of Phoenix   2006 — 2009
MBA, Human Resource Management

Temple University   2000 — 2004
BBA, Finance and Real Estate

Temple University - Fox School of Business and Management   2000 — 2004
BBA, Finance

Sharon Gonsalves Sharon Gonsalves Greater New York City Area Details
Sharon Gonsalves's Delaware Investments Experience March 1996 - April 1998
Job Financial Treasury Analyst w/Expertise in Investments & Cash Management || Open to New Opportunities
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
Leaders in Financial Treasury Analysis in the Greater New York City Area   2013 - Present
Plainsboro Moms Club   July 2010 - June 2011
Reliance Insurance Company  September 1999 - March 2006
Pet Valu International Inc   April 1998 - September 1999
Delaware Investments   March 1996 - April 1998
Delaware Investments   1996 - 1998
Fund/Plan Services, Inc.   March 1993 - March 1996

Skills
Accounting, Finance, Banking, Cash Flow, Financial Accounting, Treasury, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, General Ledger, PeopleSoft, Funding, Information Technology, Teamwork, Pricing, Process Engineering, Accounting Applications, Data Conversion, Financial Analysis, Investments, Financial Services, Custodians, Investment..., Access, Budgets, Leadership, Risk Management, Management, Analysis

Education
Temple University - Fox School of Business and Management   1997 — 2001
M.B.A, Finance

Ursinus College   1988 — 1992
B.A, Economics and Business Administration; Accounting

Archbishop Kennedy H.S.

Michael Borowske Michael Borowske Greater Los Angeles Area Details
Michael Borowske's Delaware Investments Experience May 2006 - October 2007
Job High Yield Research Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management  October 2015 - Present
J.P. Morgan Asset Management   June 2012 - October 2015
Logan Circle Partners (Fortress Investment Group)   November 2007 - May 2012
Delaware Investments   May 2006 - October 2007

Education
University of Notre Dame   2005 — 2006
M.B.A.

Xavier University   1997 — 2001
B.S.B.A

St. Ignatius High School   1993 — 1997
Diploma

Matthew Fanandakis, CFA Matthew Fanandakis, CFA Greater Philadelphia Area Details
Matthew Fanandakis, CFA's Delaware Investments Experience September 2007 - Present
Job Research Analyst at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2007 - Present
Delaware Investments, a member of the Macquarie Group  September 2006 - September 2007
Lincoln Financial Group  September 2005 - September 2006

Skills
Industry Analysis, Bloomberg, Investment Strategies

Education
University of Delaware   2001 — 2005

Frank Nasir Frank Nasir Greater Philadelphia Area Details
Frank Nasir's Delaware Investments Experience May 2004 - August 2004
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2006 - Present
Delaware Investments   May 2004 - August 2004

Education
University of Maryland College Park   2003 — 2007
B.S., Finance

Sean McFadden Sean McFadden Greater Philadelphia Area Details
Sean McFadden's Delaware Investments Experience 1998 - 2000
Job MoneyGuard Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  February 2011 - Present
Lincoln Financial Distributors  2006 - February 2011
Lincoln Financial Distributors  2002 - 2006
Lincoln Financial Distributors  2000 - 2002
Delaware Investments   1998 - 2000

Education
University of Delaware
BA, Earth Science Education

Bruce Ulmer, CPA Bruce Ulmer, CPA Greater Philadelphia Area Details
Bruce Ulmer, CPA's Delaware Investments Experience June 1993 - June 1999
Job VP Internal Audit at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics  July 2006 - Present
Lincoln Financial Group  1999 - 2006
Delaware Investments   June 1993 - June 1999
Vanguard  December 1989 - May 1993
Thomson McKinnon Securities  1987 - 1989
Merrill Lynch  1981 - 1987
Corroon & Black Corp.   1978 - 1981
PwC  1970 - 1978

Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement

Education
University of Delaware
BS Acctg., Accounting

Scott J. Kearney Scott J. Kearney Greater Philadelphia Area Details
Scott J. Kearney's Delaware Investments Experience January 2015 - Present
Job Head of Institutional Sales at Delaware Investments
Industry Investment Management
Experience
Delaware Investments   January 2015 - Present
F-Squared Investments  September 2013 - January 2015
Turner Investments, L.P.   1995 - September 2013

Skills
Alternative Investments, Investment Management, Sales Management, Institutional Sales, Hedge Funds, Global Marketing, Equities

Education
University of Richmond - Robins School of Business   1981 — 1985
Bachelor of Science (BS), Business Administration, Finance and Marketing

Patrick Molignano Patrick Molignano Greater Philadelphia Area Details
Patrick Molignano's Delaware Investments Experience September 2013 - Present
Job RFP Specialist at Delaware Investments
Industry Financial Services
Experience
Delaware Investments   September 2013 - Present
BNY Mellon  July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group  April 2010 - July 2011
Advanced Health Media (AHM)   October 2005 - December 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Photoshop, Budgets, Strategic Planning

Education
University of Scranton   2001 — 2005
Bachelor of Arts (B.A.), History

Phoebe Abotsi Phoebe Abotsi Philadelphia, Pennsylvania Details
Phoebe Abotsi's Delaware Investments Experience 1997 - 2003
Job SNR CHARITABLE REMAINDER SPECIALIST at American Bible Society
Industry Nonprofit Organization Management
Experience
American Bible Society  2009 - Present
PFPC  January 2008 - 2009
Manager’s Investment Group  January 2003 - January 2008
Delaware Investments   1997 - 2003

Education
Temple University   1993 — 1997
Bachelor's degree, Accounting and Finance

Brenda Stanford Brenda Stanford Greater Philadelphia Area Details
Brenda Stanford's Delaware Investments Experience September 2008 - March 2009
Job Senior Business Analyst looking for permanent opportunity
Industry Chemicals
Experience
FMC Corporation  August 2014 - November 2014
American Water  March 2013 - April 2014
Reed Elsevier  February 2012 - February 2013
YvPA   June 2010 - February 2012
American Water  November 2009 - April 2010
International Literacy Association  June 2009 - November 2009
Delaware Investments   September 2008 - March 2009
Verizon  April 2001 - November 2006
Verizon  May 1999 - April 2001

Skills
Microsoft Excel, Microsoft Office, SAP ERP, SAP Implementation, Hyperion Reports, Hyperion HFM, Hyperion Financial..., Hyperion Planning, SAP FICO, Microsoft Dynamics GP, Military, PeopleSoft Financial, PeopleSoft, Oracle E-Business Suite, Oracle Reports, Oracle Applications, Microsoft Access, Essbase, Oracle R/12..., Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, Revenue Analysis, Telecommunications..., Military Operations, Financial Forecasting, Trend Forecasting, Revenue Cycle Management, Revenue Forecasting, Management Presentations, Business Objects, Project Management, KPI Reports, KPI Dashboards, Vendor Relationship..., Relational Databases, SumProduct Modeling, Compeat Implementation, Aptify, Sage 300 ERP, Fixed Assets, Water Management, Team Building, Team Leadership, Collaborative Problem..., Liasoning, Operational Due..., Access

Education
Temple University - Fox School of Business and Management   1994 — 1996
Bachelor of Arts (B.A.), Finance and Financial Management Services

University of Phoenix
MBA, Finance

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