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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
\
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Jackson Square Partners, LLC May 2014 - Present
Delaware Investments April 2005 - April 2014
Education
University of California, San Diego 1992 — 1996
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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.
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
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
JPMorgan Chase May 2006 - Present
Delaware Investments May 2004 - August 2004
Education
University of Maryland College Park 2003 — 2007
B.S., Finance
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
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
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
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
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
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