Delaware Investments, a member of the Macquarie Group
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Delaware Investments, a member of the Macquarie Group Employees
Employee
Years
Job
Industry
Gregory Menio Gregory Menio's Delaware Investments, a member of the Macquarie Group Experience September 2010 - March 2011
Job Staff Accountant at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman August 2013 - Present
Duane Morris LLP January 2012 - June 2013
Delaware Investments, a member of the Macquarie Group September 2010 - March 2011
Skills
Income Tax, Tax, Tax Research, Personal Income Tax..., Trusts, Tax-exempt
Education
Drexel University 2008 — 2013
B.S., Accounting
Citrin Cooperman August 2013 - Present
Duane Morris LLP January 2012 - June 2013
Delaware Investments, a member of the Macquarie Group September 2010 - March 2011
Skills
Income Tax, Tax, Tax Research, Personal Income Tax..., Trusts, Tax-exempt
Education
Drexel University 2008 — 2013
B.S., Accounting
John R. Logan John R. Logan's Delaware Investments, a member of the Macquarie Group Experience March 1996 - Present
Job Regional Marketing Director at Delaware Investments, a member of the Macquarie Group.
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group March 1996 - Present
Skills
Series 63, Mutual Funds, Series 7, Separately Managed..., Series 6, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement, Retirement Planning
Education
Fairfield University
Bachelor's degree, Business Administration and Management, General
University of Delaware 1992 — 1994
MBA, Finance, General
Monsignor Bonner High School
Delaware Investments, a member of the Macquarie Group March 1996 - Present
Skills
Series 63, Mutual Funds, Series 7, Separately Managed..., Series 6, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement, Retirement Planning
Education
Fairfield University
Bachelor's degree, Business Administration and Management, General
University of Delaware 1992 — 1994
MBA, Finance, General
Monsignor Bonner High School
Carly Papish Carly Papish's Delaware Investments, a member of the Macquarie Group Experience May 2011 - Present
Job Research Assistant at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2011 - Present
Education
Boston University 2005 — 2009
BA, International Relations, Economics
Delaware Investments, a member of the Macquarie Group May 2011 - Present
Education
Boston University 2005 — 2009
BA, International Relations, Economics
Ken Burd Ken Burd's Delaware Investments, a member of the Macquarie Group Experience March 2012 - Present
Job VP Head of Internal Sales / Third Party Business Development at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
David Chorba, CIMA®, AIFA ® David Chorba, CIMA®, AIFA ®'s Delaware Investments, a member of the Macquarie Group Experience 2001 - March 2014
Job East Division Sales Manager, Delaware Investments, mbr. of Macquarie Group|Founder Golf Align, LLC makers of Chalk Shot
Industry Financial Services
Experience
Delaware Investments April 2014 - Present
Delaware Investments, a member of the Macquarie Group 2001 - March 2014
Lincoln Financial Group 2001 - 2009
Verizon 1995 - 2000
Sharp Electronics 1992 - 1995
Skills
Separately Managed..., Series 65, Asset Management, Series 7, Retirement Planning, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Wealth Management, Series 6
Education
Furman University 1988 — 1992
MA, History, accounting
Delaware Investments April 2014 - Present
Delaware Investments, a member of the Macquarie Group 2001 - March 2014
Lincoln Financial Group 2001 - 2009
Verizon 1995 - 2000
Sharp Electronics 1992 - 1995
Skills
Separately Managed..., Series 65, Asset Management, Series 7, Retirement Planning, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Wealth Management, Series 6
Education
Furman University 1988 — 1992
MA, History, accounting
Todd Hassett Todd Hassett's Delaware Investments, a member of the Macquarie Group Experience April 2000 - September 2000
Job Systems Analyst PARC Support at The Children's Hospital Of Philadelphia
Industry Information Services
Experience
The Children's Hospital of Philadelphia April 2014 - Present
Independence Blue Cross November 2008 - April 2014
Independence Blue Cross June 2004 - June 2008
Independence Blue Cross June 2002 - June 2004
Schnader Harrison Segal & Lewis LLP March 2001 - March 2002
Delaware Investments, a member of the Macquarie Group April 2000 - September 2000
IKON Office Solutions April 1999 - September 1999
Skills
Systems Analysis, Application Support, Software Conversions, Vendor Management, SAS70, SOC 1, IT Audit, Load Testing, LoadRunner, Microsoft Office, Disaster Recovery, BRMS, Software Development..., Audit Reports, IBM AS/400, IBM iSeries, Aldon, Application Architecture, Process Flow Charts, Visio, Business Requirements, Functional..., Data Recovery, Data Conversion, Metrics Reporting, Performance Metrics, System Maintenance, Software Installation, Software Updates, Application..., System Monitoring, Software Implementation, Technical Documentation, Software Documentation, PowerMHS, IRP, Enterprise Software, CaliberRM, McKesson, MedAssets, ClaimCheck with..., Archer, SharePoint, MS Project, Change Management, SDLC, Access, Microsoft Project
Education
Drexel University 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
The Children's Hospital of Philadelphia April 2014 - Present
Independence Blue Cross November 2008 - April 2014
Independence Blue Cross June 2004 - June 2008
Independence Blue Cross June 2002 - June 2004
Schnader Harrison Segal & Lewis LLP March 2001 - March 2002
Delaware Investments, a member of the Macquarie Group April 2000 - September 2000
IKON Office Solutions April 1999 - September 1999
Skills
Systems Analysis, Application Support, Software Conversions, Vendor Management, SAS70, SOC 1, IT Audit, Load Testing, LoadRunner, Microsoft Office, Disaster Recovery, BRMS, Software Development..., Audit Reports, IBM AS/400, IBM iSeries, Aldon, Application Architecture, Process Flow Charts, Visio, Business Requirements, Functional..., Data Recovery, Data Conversion, Metrics Reporting, Performance Metrics, System Maintenance, Software Installation, Software Updates, Application..., System Monitoring, Software Implementation, Technical Documentation, Software Documentation, PowerMHS, IRP, Enterprise Software, CaliberRM, McKesson, MedAssets, ClaimCheck with..., Archer, SharePoint, MS Project, Change Management, SDLC, Access, Microsoft Project
Education
Drexel University 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Kimberly Wall Baresciano's Delaware Investments, a member of the Macquarie Group Experience February 2005 - August 2005
Job Portfolio Manager at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
Wilmington Trust July 2006 - June 2013
Wilmington Trust August 2005 - July 2006
Delaware Investments, a member of the Macquarie Group February 2005 - August 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Strategies, Investment Advisory, Equities, Bloomberg, Fixed Income, Investment Management, Wealth Management..., High Net Worth..., Asset Management, Securities
Education
University of Delaware 2002 — 2004
BS, Finance & Operations Management with minor in Economics
Drexel University 2000 — 2002
Business and Psychology
JPMorgan Chase June 2013 - Present
Wilmington Trust July 2006 - June 2013
Wilmington Trust August 2005 - July 2006
Delaware Investments, a member of the Macquarie Group February 2005 - August 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Strategies, Investment Advisory, Equities, Bloomberg, Fixed Income, Investment Management, Wealth Management..., High Net Worth..., Asset Management, Securities
Education
University of Delaware 2002 — 2004
BS, Finance & Operations Management with minor in Economics
Drexel University 2000 — 2002
Business and Psychology
Jessica Phan Jessica Phan's Delaware Investments, a member of the Macquarie Group Experience October 2012 - March 2013
Job Finance Coordinator at Tribune Company
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group October 2012 - March 2013
Asia Tea Company Limited June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Research, Teamwork, Outlook, Analysis, ERD, SQL, Bloomberg, FactSet, Time Management, SAS programming, Banking, Finance, Corporate Finance, Trade Finance
Education
Drexel University 2010 — 2014
Bachelor Degree, Finance, Business Analytics and Operations & Supply Chain Management
Viet Duc High School 2006 — 2009
High School Diploma
Delaware Investments, a member of the Macquarie Group October 2012 - March 2013
Asia Tea Company Limited June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Research, Teamwork, Outlook, Analysis, ERD, SQL, Bloomberg, FactSet, Time Management, SAS programming, Banking, Finance, Corporate Finance, Trade Finance
Education
Drexel University 2010 — 2014
Bachelor Degree, Finance, Business Analytics and Operations & Supply Chain Management
Viet Duc High School 2006 — 2009
High School Diploma
Preston Connell Preston Connell's Delaware Investments, a member of the Macquarie Group Experience August 2011 - Present
Job Internal Sales Consultant at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group August 2011 - Present
Bank of Tokyo-Mitsubishi June 2010 - September 2011
Bank of Tokyo-Mitsubishi UFJ March 2008 - September 2010
Skills
Series 63, Series 7, Bloomberg, Financial Modeling, Portfolio Management, Investments, Equities, Mutual Funds, Valuation, Financial Analysis, Securities, Alternative Investments, Capital Markets, Asset Allocation, Fixed Income, Hedge Funds
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA), Business Strategy
Georgetown University 2003 — 2007
BA, Government
Delaware Investments, a member of the Macquarie Group August 2011 - Present
Bank of Tokyo-Mitsubishi June 2010 - September 2011
Bank of Tokyo-Mitsubishi UFJ March 2008 - September 2010
Skills
Series 63, Series 7, Bloomberg, Financial Modeling, Portfolio Management, Investments, Equities, Mutual Funds, Valuation, Financial Analysis, Securities, Alternative Investments, Capital Markets, Asset Allocation, Fixed Income, Hedge Funds
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA), Business Strategy
Georgetown University 2003 — 2007
BA, Government
Joseph D'Ambrosio Joseph D'Ambrosio's Delaware Investments, a member of the Macquarie Group Experience September 2011 - July 2013
Job DIG Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
iWorkwell, Inc. October 2009 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - July 2013
Philadelphia Housing Authority September 2010 - March 2011
Education
Drexel University - College of Business and Administration 2008 — 2013
BSBA Business Administration, Finance, General
St. Joseph's Preparatory School 2004 — 2008
BlackRock September 2013 - Present
iWorkwell, Inc. October 2009 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - July 2013
Philadelphia Housing Authority September 2010 - March 2011
Education
Drexel University - College of Business and Administration 2008 — 2013
BSBA Business Administration, Finance, General
St. Joseph's Preparatory School 2004 — 2008
James Lapp James Lapp's Delaware Investments, a member of the Macquarie Group Experience May 2011 - August 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte February 2013 - Present
Deloitte June 2012 - August 2012
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
Collegiate Entrepreneurs September 2009 - September 2010
Collegiate Entrepreneurs January 2009 - September 2009
Skills
Microsoft Excel, Strategy, Public Speaking, Market Research, Friendly Personality, Financial Modeling, PowerPoint, Entrepreneurship, Management, Financial Projection, Teamwork, Investments, Project Management, Management Consulting, Financial Analysis
Education
Emory University 2010 — 2012
Bachelors, Finance, Information Systems & Operations Management
Bentley University
Bentley University
Deloitte February 2013 - Present
Deloitte June 2012 - August 2012
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
Collegiate Entrepreneurs September 2009 - September 2010
Collegiate Entrepreneurs January 2009 - September 2009
Skills
Microsoft Excel, Strategy, Public Speaking, Market Research, Friendly Personality, Financial Modeling, PowerPoint, Entrepreneurship, Management, Financial Projection, Teamwork, Investments, Project Management, Management Consulting, Financial Analysis
Education
Emory University 2010 — 2012
Bachelors, Finance, Information Systems & Operations Management
Bentley University
Bentley University
Josephine Robinson Josephine Robinson's Delaware Investments, a member of the Macquarie Group Experience June 2006 - August 2011
Job Retirement Plan Administrator at Professional Planning Associates, Inc
Industry Financial Services
Experience
Professional Planning Associates, Inc. April 2015 - Present
Beneficial Bank July 2014 - February 2015
Edelman Financial Services October 2013 - May 2014
Delaware Investments, a member of the Macquarie Group June 2006 - August 2011
Delaware Investments September 1989 - August 2011
Delaware Investments, a member of the Macquarie Group May 2000 - June 2006
Delaware Investments April 1996 - May 2000
Skills
PowerPoint, Excel, Investments, Word, Customer Service, Process Improvement, Microsoft Office, Team Building, Leadership, Coaching, Financial Analysis, Time Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Insurance, Outlook, Asset Management, CRM
Education
Community College of Philadelphia 2012 — 2012
Patient Service Representative Proficiency Certificate, Health Services Administration, A
Peirce College 2008 — 2010
B.S., Business Admin./Business Law
Professional Planning Associates, Inc. April 2015 - Present
Beneficial Bank July 2014 - February 2015
Edelman Financial Services October 2013 - May 2014
Delaware Investments, a member of the Macquarie Group June 2006 - August 2011
Delaware Investments September 1989 - August 2011
Delaware Investments, a member of the Macquarie Group May 2000 - June 2006
Delaware Investments April 1996 - May 2000
Skills
PowerPoint, Excel, Investments, Word, Customer Service, Process Improvement, Microsoft Office, Team Building, Leadership, Coaching, Financial Analysis, Time Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Insurance, Outlook, Asset Management, CRM
Education
Community College of Philadelphia 2012 — 2012
Patient Service Representative Proficiency Certificate, Health Services Administration, A
Peirce College 2008 — 2010
B.S., Business Admin./Business Law
Denise Adamczyk Denise Adamczyk's Delaware Investments, a member of the Macquarie Group Experience May 2000 - May 2004
Job Compliance Officer at Aronson+Johnson+Ortiz
Industry Investment Management
Experience
AJO, LP January 2013 - Present
AJO, LP May 2006 - January 2013
AJO, LP May 2004 - May 2006
Delaware Investments, a member of the Macquarie Group May 2000 - May 2004
Delaware Investments, a member of the Macquarie Group April 1997 - May 2000
Skills
Chartered Financial..., Capital IQ, Compustat, SAS programming, Bloomberg, Fixed Income, Investment Strategies, Equity Research, Investments, Asset Management, Investment Research, Thompson One
Education
La Salle University 1991 — 1995
B.S., Accounting and Finance
AJO, LP January 2013 - Present
AJO, LP May 2006 - January 2013
AJO, LP May 2004 - May 2006
Delaware Investments, a member of the Macquarie Group May 2000 - May 2004
Delaware Investments, a member of the Macquarie Group April 1997 - May 2000
Skills
Chartered Financial..., Capital IQ, Compustat, SAS programming, Bloomberg, Fixed Income, Investment Strategies, Equity Research, Investments, Asset Management, Investment Research, Thompson One
Education
La Salle University 1991 — 1995
B.S., Accounting and Finance
Julie Nye's Delaware Investments, a member of the Macquarie Group Experience 1996 - 2000
Job Vice President, Regional Director at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
Matthew Geragi Matthew Geragi's Delaware Investments, a member of the Macquarie Group Experience December 2005 - June 2007
Job MBA | Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
William Roach William Roach's Delaware Investments, a member of the Macquarie Group Experience 2012 - Present
Job Municipal Bond Trader
Industry Financial Services
Experience
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Jesse Mark Jesse Mark's Delaware Investments, a member of the Macquarie Group Experience March 2010 - September 2010
Job Associate at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2013 - Present
Tennis Tutor Co. May 2006 - Present
Whitebox Advisors LLC August 2013 - November 2013
Morgan Stanley December 2012 - May 2013
Morgan Stanley January 2012 - July 2012
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Group One Trading, LP September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group June 2008 - September 2009
Skills
Trading, Mutual Funds, Options, FX Options, Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Asset Management, Equity Research, Equity Derivatives, Alternative Investments, FINRA, Commodity, Hedge Funds, Finance, Financial Modeling, Entrepreneurship, Financial Markets
Education
Drexel University 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics, Entrepreneurship, Magna
Drexel University - LeBow College of Business 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics & Entrepreneurship
BNY Mellon December 2013 - Present
Tennis Tutor Co. May 2006 - Present
Whitebox Advisors LLC August 2013 - November 2013
Morgan Stanley December 2012 - May 2013
Morgan Stanley January 2012 - July 2012
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Group One Trading, LP September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group June 2008 - September 2009
Skills
Trading, Mutual Funds, Options, FX Options, Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Asset Management, Equity Research, Equity Derivatives, Alternative Investments, FINRA, Commodity, Hedge Funds, Finance, Financial Modeling, Entrepreneurship, Financial Markets
Education
Drexel University 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics, Entrepreneurship, Magna
Drexel University - LeBow College of Business 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics & Entrepreneurship
John Stalmaster John Stalmaster's Delaware Investments, a member of the Macquarie Group Experience June 2007 - Present
Job senior graphic designer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group June 2007 - Present
Verizon Information Services March 2006 - June 2007
Delaware Investments January 2005 - January 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Photoshop, Web Development, Microsoft Office, PowerPoint, QuarkXPress, Social Media, Logo Design, Graphics, Advertising, Flyers, Visual Communication
Education
Moore College of Art and Design 2013 — 2015
Web Design Certificate, Web Design
Hussian School of Art 1998 — 2002
4 year Associates Degree in Specialized Technology, Graphic Design
Central High School 1994 — 1998
Bachelor of the Arts
Delaware Investments, a member of the Macquarie Group June 2007 - Present
Verizon Information Services March 2006 - June 2007
Delaware Investments January 2005 - January 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Photoshop, Web Development, Microsoft Office, PowerPoint, QuarkXPress, Social Media, Logo Design, Graphics, Advertising, Flyers, Visual Communication
Education
Moore College of Art and Design 2013 — 2015
Web Design Certificate, Web Design
Hussian School of Art 1998 — 2002
4 year Associates Degree in Specialized Technology, Graphic Design
Central High School 1994 — 1998
Bachelor of the Arts
Grace Gamble Grace Gamble's Delaware Investments, a member of the Macquarie Group Experience March 2011 - September 2011
Job Practice Strategy & Operations Analyst
Industry Management Consulting
Experience
Morgan, Lewis & Bockius LLP June 2015 - Present
Grant Thornton LLPGreat August 2013 - June 2015
Ploome May 2014 - September 2014
Lifesport October 2013 - September 2014
Drexel University January 2013 - September 2013
Cigna March 2012 - September 2012
Delaware Investments, a member of the Macquarie Group March 2011 - September 2011
ACE Group March 2010 - September 2010
Skills
Pilates, Corporate Finance, Access, Consulting, Data Analysis, PowerPoint, Analysis, Management, Process Improvement, Microsoft Office, Budgets, Customer Service, Finance, Microsoft Excel, Research, Strategy
Education
Drexel University 2008 — 2013
Bachelor’s of Science in Business Administration, Finance with Dance Minor, Honors Program
Morgan, Lewis & Bockius LLP June 2015 - Present
Grant Thornton LLPGreat August 2013 - June 2015
Ploome May 2014 - September 2014
Lifesport October 2013 - September 2014
Drexel University January 2013 - September 2013
Cigna March 2012 - September 2012
Delaware Investments, a member of the Macquarie Group March 2011 - September 2011
ACE Group March 2010 - September 2010
Skills
Pilates, Corporate Finance, Access, Consulting, Data Analysis, PowerPoint, Analysis, Management, Process Improvement, Microsoft Office, Budgets, Customer Service, Finance, Microsoft Excel, Research, Strategy
Education
Drexel University 2008 — 2013
Bachelor’s of Science in Business Administration, Finance with Dance Minor, Honors Program
Richard Koerner Richard Koerner's Delaware Investments, a member of the Macquarie Group Experience October 1998 - March 2003
Job Senior Vice President, Sector | ETF Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments May 2010 - September 2013
SSgA March 2003 - January 2010
Delaware Investments, a member of the Macquarie Group October 1998 - March 2003
Fidelity Investments July 1996 - September 1998
Federated Investors June 1992 - July 1996
Skills
Mutual Funds, Series 7, Separately Managed..., ETFs, 401k, Series 63, Series 24
Education
Carnegie Mellon University 1988 — 1992
B.S., Industrial Management
Fidelity Investments September 2013 - Present
Fidelity Investments May 2010 - September 2013
SSgA March 2003 - January 2010
Delaware Investments, a member of the Macquarie Group October 1998 - March 2003
Fidelity Investments July 1996 - September 1998
Federated Investors June 1992 - July 1996
Skills
Mutual Funds, Series 7, Separately Managed..., ETFs, 401k, Series 63, Series 24
Education
Carnegie Mellon University 1988 — 1992
B.S., Industrial Management
Susan (Hanson) Natalini Susan (Hanson) Natalini's Delaware Investments, a member of the Macquarie Group Experience September 2010 - Present
Job SVP, Head of Fixed Income and Equity Business Operations at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group September 2010 - Present
Delaware Investments November 1998 - August 2010
Delaware Investments March 1994 - November 1998
Coopers & Lybrand August 1988 - March 1994
Skills
Managerial Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Management, Finance
Carleton College 1979 — 1983
BA, Economics
Kent Place
Delaware Investments, a member of the Macquarie Group September 2010 - Present
Delaware Investments November 1998 - August 2010
Delaware Investments March 1994 - November 1998
Coopers & Lybrand August 1988 - March 1994
Skills
Managerial Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Management, Finance
Carleton College 1979 — 1983
BA, Economics
Kent Place
Jeffrey Chernoff Jeffrey Chernoff's Delaware Investments, a member of the Macquarie Group Experience 1986 - 1988
Job Investment Banking/Business Financing
Industry Financial Services
Experience
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
Maria Wainwright Maria Wainwright's Delaware Investments, a member of the Macquarie Group Experience July 2001 - July 2003
Job Vice President Communications, Creative Director at The Bancorp
Industry Marketing and Advertising
Experience
The Bancorp October 2013 - Present
Lincoln Financial Group September 2012 - October 2013
Lincoln Financial Group 2009 - September 2012
Lincoln Financial Distributors July 2003 - April 2009
Delaware Investments, a member of the Macquarie Group July 2001 - July 2003
Philadelphia Zoo June 1999 - June 2001
Skills
Creative Direction, Graphic Design, Art Direction, Logo Design, Marketing, Advertising, Creative Strategy, Adobe Creative Suite, User Experience, Brand Development, User Interface Design, Illustrator, Direct Mail, Marketing Strategy, Brochures, Design Management, Project Planning, Newsletters, Graphics, Corporate Branding, Creative Concepting, Branding & Identity, Typography, Storyboarding, Corporate Identity, Campaign Managment, Exhibit Design, Interaction Design, Posters, Collateral, Banners, Layout, Concept Development, Adobe Acrobat, InDesign, Publications, Image Manipulation, Illustration, Agency Management, Packaging, Information Design, Photography, Management, Invitations, Leadership, Web Design
Education
Philadelphia University 1996 — 1999
BS, Graphic Design Communication
Cornell University 2012 — 2013
Graduate Level Certificate Program, Marketing Strategy for Business Leaders
Rhode Island School of Design 2007 — 2007
NA, Study of Semiotics
The Bancorp October 2013 - Present
Lincoln Financial Group September 2012 - October 2013
Lincoln Financial Group 2009 - September 2012
Lincoln Financial Distributors July 2003 - April 2009
Delaware Investments, a member of the Macquarie Group July 2001 - July 2003
Philadelphia Zoo June 1999 - June 2001
Skills
Creative Direction, Graphic Design, Art Direction, Logo Design, Marketing, Advertising, Creative Strategy, Adobe Creative Suite, User Experience, Brand Development, User Interface Design, Illustrator, Direct Mail, Marketing Strategy, Brochures, Design Management, Project Planning, Newsletters, Graphics, Corporate Branding, Creative Concepting, Branding & Identity, Typography, Storyboarding, Corporate Identity, Campaign Managment, Exhibit Design, Interaction Design, Posters, Collateral, Banners, Layout, Concept Development, Adobe Acrobat, InDesign, Publications, Image Manipulation, Illustration, Agency Management, Packaging, Information Design, Photography, Management, Invitations, Leadership, Web Design
Education
Philadelphia University 1996 — 1999
BS, Graphic Design Communication
Cornell University 2012 — 2013
Graduate Level Certificate Program, Marketing Strategy for Business Leaders
Rhode Island School of Design 2007 — 2007
NA, Study of Semiotics
Peter Burchfield Peter Burchfield's Delaware Investments, a member of the Macquarie Group Experience May 2009 - August 2009
Job Director at BroadBranch Advisors
Industry Management Consulting
Experience
BroadBranch Advisors July 2015 - Present
BroadBranch Advisors January 2014 - June 2015
BroadBranch Advisors January 2011 - December 2013
Broad Branch Group January 2011 - December 2011
Delaware Investments, a member of the Macquarie Group May 2009 - August 2009
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Due Diligence, Business Strategy, Private Equity, Business Development, Strategy, Start-ups, Strategic Consulting, Management Consulting, Financial Analysis, Marketing Strategy, Entrepreneurship, Market Entry, Corporate Finance, Energy Efficiency, Natural Gas Power, Competitive Strategy, corporate strategy, Hedge Funds, M&A due diligence, Enterprise Risk..., Bloomberg, Filtration, Natural Resources, flash storage, Smart Metering, Healthcare
Education
Colgate University 2006 — 2010
BA, Economics, Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
The Haverford School 1994 — 2006
BroadBranch Advisors July 2015 - Present
BroadBranch Advisors January 2014 - June 2015
BroadBranch Advisors January 2011 - December 2013
Broad Branch Group January 2011 - December 2011
Delaware Investments, a member of the Macquarie Group May 2009 - August 2009
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Due Diligence, Business Strategy, Private Equity, Business Development, Strategy, Start-ups, Strategic Consulting, Management Consulting, Financial Analysis, Marketing Strategy, Entrepreneurship, Market Entry, Corporate Finance, Energy Efficiency, Natural Gas Power, Competitive Strategy, corporate strategy, Hedge Funds, M&A due diligence, Enterprise Risk..., Bloomberg, Filtration, Natural Resources, flash storage, Smart Metering, Healthcare
Education
Colgate University 2006 — 2010
BA, Economics, Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
The Haverford School 1994 — 2006
Bob Michetti Bob Michetti's Delaware Investments, a member of the Macquarie Group Experience April 2015 - Present
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2015 - Present
Delaware Investments, a member of the Macquarie Group February 2013 - April 2015
Merrill Lynch May 2011 - February 2013
ING May 2010 - May 2011
Kennedy-Kenrick High School October 2008 - March 2010
Skills
Wealth Management, Retirement Planning, Equity Valuation, Investment Strategies, ETFs, Mutual Funds, CAPE, Strategic Financial..., Finance, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Investments, Financial Services
Education
Gwynedd-Mercy College 2006 — 2010
Bachelors of Science, Business Administration; Management
Methacton High School 2002 — 2006
General Studies
Delaware Investments, a member of the Macquarie Group April 2015 - Present
Delaware Investments, a member of the Macquarie Group February 2013 - April 2015
Merrill Lynch May 2011 - February 2013
ING May 2010 - May 2011
Kennedy-Kenrick High School October 2008 - March 2010
Skills
Wealth Management, Retirement Planning, Equity Valuation, Investment Strategies, ETFs, Mutual Funds, CAPE, Strategic Financial..., Finance, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Investments, Financial Services
Education
Gwynedd-Mercy College 2006 — 2010
Bachelors of Science, Business Administration; Management
Methacton High School 2002 — 2006
General Studies
Sotheavy Vann Sotheavy Vann's Delaware Investments, a member of the Macquarie Group Experience September 2007 - Present
Job AVP, Financial Institutions Client Services at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group September 2007 - Present
Delaware Investments, a member of the Macquarie Group March 2005 - August 2007
Delaware Investments, a member of the Macquarie Group July 2003 - February 2005
Skills
Analysis, Asset Management, Business Analysis, Financial Services, Fixed Income, Mutual Funds, Process Improvement
Education
Eastern University 2001 — 2005
Bachelor of Arts (B.A.), Organizational Management
Delaware Investments, a member of the Macquarie Group September 2007 - Present
Delaware Investments, a member of the Macquarie Group March 2005 - August 2007
Delaware Investments, a member of the Macquarie Group July 2003 - February 2005
Skills
Analysis, Asset Management, Business Analysis, Financial Services, Fixed Income, Mutual Funds, Process Improvement
Education
Eastern University 2001 — 2005
Bachelor of Arts (B.A.), Organizational Management
Devin Dougherty Devin Dougherty's Delaware Investments, a member of the Macquarie Group Experience April 2007 - Present
Job Product Manager, AVP at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2007 - Present
Morgan Stanley Wealth Management July 2005 - March 2007
Skills
FactSet, Morningstar Direct, PSN, Coates Analytics, Lipper, SimFund, Microsoft Excel, Microsoft Office, Equities, Marketing
Education
Drexel University - College of Business and Administration 2011 — 2014
Master of Business Administration (MBA), Finance, General
Wharton School of Business 2008 — 2009
Certificate, Finance & Accounting
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Psychology & Criminal Justice
Delaware Investments, a member of the Macquarie Group April 2007 - Present
Morgan Stanley Wealth Management July 2005 - March 2007
Skills
FactSet, Morningstar Direct, PSN, Coates Analytics, Lipper, SimFund, Microsoft Excel, Microsoft Office, Equities, Marketing
Education
Drexel University - College of Business and Administration 2011 — 2014
Master of Business Administration (MBA), Finance, General
Wharton School of Business 2008 — 2009
Certificate, Finance & Accounting
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Psychology & Criminal Justice
albert maruri albert maruri's Delaware Investments, a member of the Macquarie Group Experience June 2006 - Present
Job Wholesaler Southern FL at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group June 2006 - Present
The Hartford January 2004 - June 2006
Novartis March 1996 - 2004
Kraft Foods Group 1996 - 1998
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Financial Services, Asset Management, Series 63, Financial Analysis, Bloomberg, Securities, Asset Allocation, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Relationship Management, Risk Management, Retirement Planning
Education
Florida International University
southwest
Delaware Investments, a member of the Macquarie Group June 2006 - Present
The Hartford January 2004 - June 2006
Novartis March 1996 - 2004
Kraft Foods Group 1996 - 1998
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Financial Services, Asset Management, Series 63, Financial Analysis, Bloomberg, Securities, Asset Allocation, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Relationship Management, Risk Management, Retirement Planning
Education
Florida International University
southwest
Jennifer French Lee Jennifer French Lee's Delaware Investments, a member of the Macquarie Group Experience March 2010 - September 2010
Job Assurance/Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Farmers Financial Services June 2008 - March 2010
California State University, Long Beach June 2006 - September 2006
Skills
Portfolio Management, Bloomberg, Finance, Accounting, Corporate Finance, Auditing, Securities, Banking, Access, Financial Risk, Financial Services, Trading
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelors of Science in Business Administration
The American College 2009 — 2012
Life Underwriter Training Council Fellow (LUTCF)
Nanyang Technological University 2011 — 2011
Student Exchange Program with Nanyang Business School
Koç Üniversitesi 2010 — 2011
Student Exchange Program with College of Administrative Sciences and Economics
McGladrey October 2012 - Present
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Farmers Financial Services June 2008 - March 2010
California State University, Long Beach June 2006 - September 2006
Skills
Portfolio Management, Bloomberg, Finance, Accounting, Corporate Finance, Auditing, Securities, Banking, Access, Financial Risk, Financial Services, Trading
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelors of Science in Business Administration
The American College 2009 — 2012
Life Underwriter Training Council Fellow (LUTCF)
Nanyang Technological University 2011 — 2011
Student Exchange Program with Nanyang Business School
Koç Üniversitesi 2010 — 2011
Student Exchange Program with College of Administrative Sciences and Economics
Chris Nixon, CFA, CPA Chris Nixon, CFA, CPA's Delaware Investments, a member of the Macquarie Group Experience June 2007 - August 2007
Job Finance Manager at Salesforce.com
Industry Financial Services
Experience
Salesforce.com March 2012 - Present
TIAA-CREF September 2011 - February 2012
Deloitte September 2008 - December 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Henry, Held and Reilly May 2006 - August 2006
Skills
Business Valuation, Analysis, Tax, Financial Modeling, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Resume Writing, Technical Writing, PowerPoint, Financial Reporting, Corporate Finance, Salesforce.com, Mergers & Acquisitions, Investments, Managerial Finance, Valuation, Finance, Financial Analysis, Data Analysis, Management, Accounting, Microsoft Excel
Education
Brigham Young University 2002 — 2008
Masters, Accounting
Brigham Young University 2001 — 2008
Masters of Accounting
Salesforce.com March 2012 - Present
TIAA-CREF September 2011 - February 2012
Deloitte September 2008 - December 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Henry, Held and Reilly May 2006 - August 2006
Skills
Business Valuation, Analysis, Tax, Financial Modeling, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Resume Writing, Technical Writing, PowerPoint, Financial Reporting, Corporate Finance, Salesforce.com, Mergers & Acquisitions, Investments, Managerial Finance, Valuation, Finance, Financial Analysis, Data Analysis, Management, Accounting, Microsoft Excel
Education
Brigham Young University 2002 — 2008
Masters, Accounting
Brigham Young University 2001 — 2008
Masters of Accounting
Joseph Stewart Joseph Stewart's Delaware Investments, a member of the Macquarie Group Experience October 2007 - October 2011
Job Regional Director at TS Capital, LLC
Industry Financial Services
Experience
Specialty Fabricators, LLC 2015 - 2015
Specialty Fabricators, LLC 2015 - 2015
TS Capital, LLC October 2011 - August 2014
Delaware Investments, a member of the Macquarie Group October 2007 - October 2011
Lincoln Financial Distributors - Delaware Investmetns August 2006 - October 2007
Smith Barney Global Private Client Group 2004 - 2006
TD Waterhouse Institutional Services July 2000 - July 2004
Skills
Hedge Funds, Series 7, Mutual Funds, Series 63, Series 66, Closed-end Funds, SMA, ETFs, Investment Strategies, Alternative Investments, Uniform Combined State..., Separately Managed..., Investment Management, Unit Investment Trusts, Asset Management, Financial Services, Executive Management
Education
Kean University 1996 — 2000
Bachelor of Science, International Business Management; Finance/Economics
Specialty Fabricators, LLC 2015 - 2015
Specialty Fabricators, LLC 2015 - 2015
TS Capital, LLC October 2011 - August 2014
Delaware Investments, a member of the Macquarie Group October 2007 - October 2011
Lincoln Financial Distributors - Delaware Investmetns August 2006 - October 2007
Smith Barney Global Private Client Group 2004 - 2006
TD Waterhouse Institutional Services July 2000 - July 2004
Skills
Hedge Funds, Series 7, Mutual Funds, Series 63, Series 66, Closed-end Funds, SMA, ETFs, Investment Strategies, Alternative Investments, Uniform Combined State..., Separately Managed..., Investment Management, Unit Investment Trusts, Asset Management, Financial Services, Executive Management
Education
Kean University 1996 — 2000
Bachelor of Science, International Business Management; Finance/Economics
J.P. McNeil J.P. McNeil's Delaware Investments, a member of the Macquarie Group Experience August 2006 - January 2007
Job System Manager Transportation Systems at Norfolk Southern Corporation
Industry Transportation/Trucking/Railroad
Experience
Norfolk Southern Corporation June 2014 - Present
Norfolk Southern February 2011 - June 2014
Norfolk Southern April 2010 - February 2011
Norfolk Southern April 2009 - April 2010
Norfolk Southern July 2008 - April 2009
Norfolk Southern July 2007 - June 2008
Delaware Investments, a member of the Macquarie Group August 2006 - January 2007
Skills
SQL, VBA, Excel, Access, Databases, Data Analysis, Data Mining, Process Improvement, Transportation, Analysis, Management, Business Process, Strategy, Forecasting
Education
Georgia Institute of Technology 2011 — 2013
MBA, Strategy and Leadership
University of Pennsylvania 2002 — 2006
BSE, Systems Engineering, Economics
Cape Henry Collegiate School 1998 — 2002
Norfolk Southern Corporation June 2014 - Present
Norfolk Southern February 2011 - June 2014
Norfolk Southern April 2010 - February 2011
Norfolk Southern April 2009 - April 2010
Norfolk Southern July 2008 - April 2009
Norfolk Southern July 2007 - June 2008
Delaware Investments, a member of the Macquarie Group August 2006 - January 2007
Skills
SQL, VBA, Excel, Access, Databases, Data Analysis, Data Mining, Process Improvement, Transportation, Analysis, Management, Business Process, Strategy, Forecasting
Education
Georgia Institute of Technology 2011 — 2013
MBA, Strategy and Leadership
University of Pennsylvania 2002 — 2006
BSE, Systems Engineering, Economics
Cape Henry Collegiate School 1998 — 2002
Jerry Xu Jerry Xu's Delaware Investments, a member of the Macquarie Group Experience July 2010 - December 2011
Job Consultant at Comcast Spotlight
Industry Computer Software
Experience
Comcast Spotlight November 2014 - Present
Turnberry Solutions November 2014 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company June 2014 - October 2014
HomeNet, subsidiary of AutoTrader Group October 2013 - June 2014
PointRoll August 2012 - October 2013
Capital One February 2012 - August 2012
Delaware Investments, a member of the Macquarie Group July 2010 - December 2011
FIS April 2006 - July 2010
CIGNA 2002 - 2006
Aether Systems August 2000 - February 2002
Skills
C#, Microsoft SQL Server, T-SQL, .NET, ASP.NET, Web Services, SQL, XML, ADO.NET, Agile Methodologies, JavaScript, XSLT
Education
Drexel University
Master, Computer Science
Comcast Spotlight November 2014 - Present
Turnberry Solutions November 2014 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company June 2014 - October 2014
HomeNet, subsidiary of AutoTrader Group October 2013 - June 2014
PointRoll August 2012 - October 2013
Capital One February 2012 - August 2012
Delaware Investments, a member of the Macquarie Group July 2010 - December 2011
FIS April 2006 - July 2010
CIGNA 2002 - 2006
Aether Systems August 2000 - February 2002
Skills
C#, Microsoft SQL Server, T-SQL, .NET, ASP.NET, Web Services, SQL, XML, ADO.NET, Agile Methodologies, JavaScript, XSLT
Education
Drexel University
Master, Computer Science
Garrison Whitney Garrison Whitney's Delaware Investments, a member of the Macquarie Group Experience 1994 - 1999
Job Freelance Administrator/ Web Developer International Entrepreneurial Ministry Network (EMN)
Industry Real Estate
Experience
Philadelphia 2012 - Present
Empowerment Resource Associates 2012 - 2012
Ben Franklin House 2006 - 2011
Phila Burb 2003 - 2005
Towers Perrin 2000 - 2003
Delaware Investments, a member of the Macquarie Group 1994 - 1999
Skills
Real Estate, Database Administration, Outlook, Customer Service, Real Estate Transactions, Property Management, REO, Administrative..., Investment..., Nonprofits, Series 6, ICI Mutual Funds..., ICI Retirement Plans &..., US Army: Personnel..., Web Development
Education
Camden County College
Drexel University
Drexel University
Philadelphia 2012 - Present
Empowerment Resource Associates 2012 - 2012
Ben Franklin House 2006 - 2011
Phila Burb 2003 - 2005
Towers Perrin 2000 - 2003
Delaware Investments, a member of the Macquarie Group 1994 - 1999
Skills
Real Estate, Database Administration, Outlook, Customer Service, Real Estate Transactions, Property Management, REO, Administrative..., Investment..., Nonprofits, Series 6, ICI Mutual Funds..., ICI Retirement Plans &..., US Army: Personnel..., Web Development
Education
Camden County College
Drexel University
Drexel University
Brad O'Neill Brad O'Neill's Delaware Investments, a member of the Macquarie Group Experience January 2013 - January 2014
Job Regional Director at Delaware Investments at Delaware Investments
Industry Financial Services
Experience
Delaware Investments January 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2013 - January 2014
Delaware Investments, a member of the Macquarie Group January 2011 - December 2012
Delaware Investments August 2007 - December 2010
Northwestern Mutual January 2007 - May 2007
Lincoln Financial Group September 2006 - January 2007
Skills
Series 7, Budgets, Asset Management, Equities, Sales, 401k, Investment Advisory, Due Diligence, Separately Managed..., FINRA, Bloomberg, Portfolio Management, Investment Management, ETFs, Cash Management, Relationship Management, Hedge Funds, Leadership, Mutual Funds, Strategic Financial..., Series 65, Series 63, Investments, Asset Allocation
Education
La Salle University 2003 — 2007
Bachelor of Science (B.S.), Finance
Eastern Regional High School
Delaware Investments January 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2013 - January 2014
Delaware Investments, a member of the Macquarie Group January 2011 - December 2012
Delaware Investments August 2007 - December 2010
Northwestern Mutual January 2007 - May 2007
Lincoln Financial Group September 2006 - January 2007
Skills
Series 7, Budgets, Asset Management, Equities, Sales, 401k, Investment Advisory, Due Diligence, Separately Managed..., FINRA, Bloomberg, Portfolio Management, Investment Management, ETFs, Cash Management, Relationship Management, Hedge Funds, Leadership, Mutual Funds, Strategic Financial..., Series 65, Series 63, Investments, Asset Allocation
Education
La Salle University 2003 — 2007
Bachelor of Science (B.S.), Finance
Eastern Regional High School
Dan Guaglione's Delaware Investments, a member of the Macquarie Group Experience September 2010 - March 2011
Job Procurement Associate at Braskem
Industry Chemicals
Experience
Braskem July 2013 - Present
PECO Energy September 2011 - April 2012
EXELON CORPORATION September 2011 - March 2012
Delaware Investments, a member of the Macquarie Group September 2010 - March 2011
DELAWARE INVESTMENTS September 2010 - March 2011
Heffler, Radetich & Saitta LLP September 2009 - March 2010
HEFFLER, RADETICH & SIATTA September 2009 - March 2010
Skills
Analysis, Procurement, Six Sigma, Procurement Contracts, Microsoft Excel, Financial Analysis, Accounting, SAP, Process Improvement, Strategic Planning, Business Analysis, Microsoft Office, Microsoft Word, PowerPoint, Financial Reporting, Marketing, Investments, Budgets
Education
Drexel University 2008 — 2013
Bachelor of Science, Business Administration; Entrepreneurship & Real Estate
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Braskem July 2013 - Present
PECO Energy September 2011 - April 2012
EXELON CORPORATION September 2011 - March 2012
Delaware Investments, a member of the Macquarie Group September 2010 - March 2011
DELAWARE INVESTMENTS September 2010 - March 2011
Heffler, Radetich & Saitta LLP September 2009 - March 2010
HEFFLER, RADETICH & SIATTA September 2009 - March 2010
Skills
Analysis, Procurement, Six Sigma, Procurement Contracts, Microsoft Excel, Financial Analysis, Accounting, SAP, Process Improvement, Strategic Planning, Business Analysis, Microsoft Office, Microsoft Word, PowerPoint, Financial Reporting, Marketing, Investments, Budgets
Education
Drexel University 2008 — 2013
Bachelor of Science, Business Administration; Entrepreneurship & Real Estate
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Nick Hlywiak's Delaware Investments, a member of the Macquarie Group Experience May 2013 - August 2013
Job Legal Assistant at the Law Offices of Robert A. Stutman, P.C.
Industry Legal Services
Experience
Law Offices of Robert A. Stutman August 2014 - Present
Delaware Investments, a member of the Macquarie Group May 2013 - August 2013
Elsevier October 2012 - March 2013
Delaware Investments, a member of the Macquarie Group April 2012 - September 2012
Gramercy Capital Corp September 2011 - March 2012
Delaware Investments, a member of the Macquarie Group September 2010 - September 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Access, Hyperion Enterprise, JD Edwards, Business Objects, ComSci, Microsoft Outlook, Microsoft PowerPoint, Critical Thinking, Deductive Reasoning, Logic, Cost Benefit, Facebook, Twitter, Instagram, WordPress, Communication Skills, Interpersonal Skill, Humor, Open Minded, Progressive Thinking, PowerPoint
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Legal Studies, General
Hatboro-Horsham Senior High School 2005 — 2009
Diploma
Law Offices of Robert A. Stutman August 2014 - Present
Delaware Investments, a member of the Macquarie Group May 2013 - August 2013
Elsevier October 2012 - March 2013
Delaware Investments, a member of the Macquarie Group April 2012 - September 2012
Gramercy Capital Corp September 2011 - March 2012
Delaware Investments, a member of the Macquarie Group September 2010 - September 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Access, Hyperion Enterprise, JD Edwards, Business Objects, ComSci, Microsoft Outlook, Microsoft PowerPoint, Critical Thinking, Deductive Reasoning, Logic, Cost Benefit, Facebook, Twitter, Instagram, WordPress, Communication Skills, Interpersonal Skill, Humor, Open Minded, Progressive Thinking, PowerPoint
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Legal Studies, General
Hatboro-Horsham Senior High School 2005 — 2009
Diploma
Whitney H. Reid, CFA Whitney H. Reid, CFA's Delaware Investments, a member of the Macquarie Group Experience 2003 - 2005
Job US Portfolio Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2011 - Present
Sturdivant & Co., Inc. 2008 - 2011
Delaware Investments, a member of the Macquarie Group 2003 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2003
City of Philadelphia 1999 - 2000
City of Philadelphia 1996 - 1999
Public Financial Management 1994 - 1996
US Army September 1987 - June 1992
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Management, Pension Funds, Manager Selection, Public Finance, Asset Managment, Company Research, Equites
Education
Boston University 1989 — 1991
MSBA, Business Adminstration
Lehigh University 1983 — 1987
BS, Electrical and Electronics Engineering
T. Rowe Price July 2011 - Present
Sturdivant & Co., Inc. 2008 - 2011
Delaware Investments, a member of the Macquarie Group 2003 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2003
City of Philadelphia 1999 - 2000
City of Philadelphia 1996 - 1999
Public Financial Management 1994 - 1996
US Army September 1987 - June 1992
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Management, Pension Funds, Manager Selection, Public Finance, Asset Managment, Company Research, Equites
Education
Boston University 1989 — 1991
MSBA, Business Adminstration
Lehigh University 1983 — 1987
BS, Electrical and Electronics Engineering
Tim Eastwood Tim Eastwood's Delaware Investments, a member of the Macquarie Group Experience July 2011 - April 2012
Job IT Program Manager (Finance)
Industry Financial Services
Experience
Precision Global Consulting April 2012 - Present
John Wiley and Sons September 2013 - October 2014
Brookfield Corporate Operations April 2012 - February 2013
Delaware Investments, a member of the Macquarie Group July 2011 - April 2012
Macquarie Group January 2010 - July 2011
CSC January 2009 - December 2009
AMP September 2004 - December 2008
Lend Lease May 2001 - September 2004
Skills
Business Analysis, Vendor Management, Business Process..., PMO, IT Strategy, ITIL, Program Management, SDLC, Project Management, Risk Management, Business Process, Project Delivery, Change Management, Management, Data Center, Integration, Information Technology, Consulting, IT Management, Governance, Software Project..., Disaster Recovery
Education
Project Performance Group 2007 — 2008
Diploma, Project Management
Curtin University of Technology
Bachelor of Science (BSc), Maths and Computing
TAFE 2000 — 2003
Systems Development
Precision Global Consulting April 2012 - Present
John Wiley and Sons September 2013 - October 2014
Brookfield Corporate Operations April 2012 - February 2013
Delaware Investments, a member of the Macquarie Group July 2011 - April 2012
Macquarie Group January 2010 - July 2011
CSC January 2009 - December 2009
AMP September 2004 - December 2008
Lend Lease May 2001 - September 2004
Skills
Business Analysis, Vendor Management, Business Process..., PMO, IT Strategy, ITIL, Program Management, SDLC, Project Management, Risk Management, Business Process, Project Delivery, Change Management, Management, Data Center, Integration, Information Technology, Consulting, IT Management, Governance, Software Project..., Disaster Recovery
Education
Project Performance Group 2007 — 2008
Diploma, Project Management
Curtin University of Technology
Bachelor of Science (BSc), Maths and Computing
TAFE 2000 — 2003
Systems Development
Hrishiraj Maniar Hrishiraj Maniar's Delaware Investments, a member of the Macquarie Group Experience March 2010 - September 2010
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock March 2013 - Present
Hamilton Lane April 2012 - September 2012
J.P. Morgan March 2011 - September 2011
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Skills
Asset Managment, Portfolio Management, Data Analysis, Equity Research, Financial Reporting, Analysis, Finance, Accounting, Account Reconciliation, Business Analysis, Bloomberg Terminal, Corporate Finance, Due Diligence, Hedge Funds, Morningstar, Asset Management, Venture Capital, Trading, Private Equity
Education
Drexel University 2008 — 2012
Bachelors of Science in Business Administration, Finance
BlackRock March 2013 - Present
Hamilton Lane April 2012 - September 2012
J.P. Morgan March 2011 - September 2011
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Skills
Asset Managment, Portfolio Management, Data Analysis, Equity Research, Financial Reporting, Analysis, Finance, Accounting, Account Reconciliation, Business Analysis, Bloomberg Terminal, Corporate Finance, Due Diligence, Hedge Funds, Morningstar, Asset Management, Venture Capital, Trading, Private Equity
Education
Drexel University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Margaret Mergen Margaret Mergen's Delaware Investments, a member of the Macquarie Group Experience May 2011 - August 2011
Job Peace Corps Volunteer at Peace Corps
Industry
Experience
Peace Corps August 2013 - Present
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
Skills
Fixed Income, Research, Finance, Financial Modeling, Microsoft Office
Education
American University 2012 — 2014
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business and Management
Peace Corps August 2013 - Present
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
Skills
Fixed Income, Research, Finance, Financial Modeling, Microsoft Office
Education
American University 2012 — 2014
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business and Management
Camillo D'Orazio Camillo D'Orazio's Delaware Investments, a member of the Macquarie Group Experience April 2013 - Present
Job Vice President, ExUS Institutional Client Service Officer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Brandt Leahy's Delaware Investments, a member of the Macquarie Group Experience 2004 - 2006
Job CEO at Three Feet Partners
Industry Internet
Experience
Three Feet Partners January 2015 - Present
Payoff April 2014 - January 2015
Raiseworks July 2011 - September 2013
PLW Investment Group (Acquired by Macquarie Bank) 2006 - 2010
Delaware Investments, a member of the Macquarie Group 2004 - 2006
Skills
Business Dev, Fundraising, Operations Management, Product Development, Institutional Sales, Portfolio Management, Fundamental Analysis, Management, Recruiting, Talent Acquisition, Business Development, Series 7, Series 24, Series 63, Strategy, Strategic Planning, Leadership, Equities, Private Equity, Start-ups, Account Management, Hedge Funds, Business Strategy, Finance, New Business Development, CRM, Email Marketing, Financial Modeling, Alternative Investments, Asset Management, Venture Capital, Financial Services, Corporate Development, Mergers & Acquisitions
Education
Harvard University 2000 — 2004
Bachelor of Arts (B.A.), Government
Avon Old Farms 1998 — 2000
Three Feet Partners January 2015 - Present
Payoff April 2014 - January 2015
Raiseworks July 2011 - September 2013
PLW Investment Group (Acquired by Macquarie Bank) 2006 - 2010
Delaware Investments, a member of the Macquarie Group 2004 - 2006
Skills
Business Dev, Fundraising, Operations Management, Product Development, Institutional Sales, Portfolio Management, Fundamental Analysis, Management, Recruiting, Talent Acquisition, Business Development, Series 7, Series 24, Series 63, Strategy, Strategic Planning, Leadership, Equities, Private Equity, Start-ups, Account Management, Hedge Funds, Business Strategy, Finance, New Business Development, CRM, Email Marketing, Financial Modeling, Alternative Investments, Asset Management, Venture Capital, Financial Services, Corporate Development, Mergers & Acquisitions
Education
Harvard University 2000 — 2004
Bachelor of Arts (B.A.), Government
Avon Old Farms 1998 — 2000
Ted Smith Ted Smith's Delaware Investments, a member of the Macquarie Group Experience August 2002 - June 2011
Job Head of US Intermediary Distribution at Ashmore Investment Management
Industry Investment Management
Experience
Ashmore Investment Management July 2011 - Present
Delaware Investments, a member of the Macquarie Group August 2002 - June 2011
Latham & Watkins 1994 - 1998
Skills
Asset Management, Emerging Markets, Funding, Russian, Distribution Management, Asset Managment, Investments, Investment Management, Distributed Team..., Mutual Funds, Morningstar, Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Investment Strategies, Equities, Series 7, Securities, Series 63, Wealth Management, Capital Markets, Financial Services
Education
Duke University 1986 — 1990
AB, Economics
University of California, Los Angeles - School of Law 1991 — 1994
JD, Law
Ashmore Investment Management July 2011 - Present
Delaware Investments, a member of the Macquarie Group August 2002 - June 2011
Latham & Watkins 1994 - 1998
Skills
Asset Management, Emerging Markets, Funding, Russian, Distribution Management, Asset Managment, Investments, Investment Management, Distributed Team..., Mutual Funds, Morningstar, Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Investment Strategies, Equities, Series 7, Securities, Series 63, Wealth Management, Capital Markets, Financial Services
Education
Duke University 1986 — 1990
AB, Economics
University of California, Los Angeles - School of Law 1991 — 1994
JD, Law
William Lourie William Lourie's Delaware Investments, a member of the Macquarie Group Experience September 2011 - August 2012
Job Sr. Application Developer at Brandywine Global Asset Management
Industry Financial Services
Experience
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
Morgan Rich Morgan Rich's Delaware Investments, a member of the Macquarie Group Experience March 2008 - July 2010
Job Senior Software Engineer at Do Something
Industry Information Technology and Services
Experience
Do Something October 2014 - Present
Do Something January 2014 - October 2014
Martha Stewart Living Omnimedia March 2011 - January 2014
Poets & Writers, Inc. August 2010 - March 2011
Palante Technology April 2010 - March 2011
Framling Group July 2006 - March 2011
Mazzoni Center Health Conference September 2009 - September 2010
Delaware Investments, a member of the Macquarie Group March 2008 - July 2010
Wachovia January 2007 - February 2008
Vanguard Group June 2003 - August 2003
Skills
PHP, jQuery, Drupal, Web Development, Wordpress, XML, Git, JavaScript, Apache, LAMP, XHTML, Databases, CMS, Agile Methodologies, WordPress
Education
American University 2001 — 2006
Do Something October 2014 - Present
Do Something January 2014 - October 2014
Martha Stewart Living Omnimedia March 2011 - January 2014
Poets & Writers, Inc. August 2010 - March 2011
Palante Technology April 2010 - March 2011
Framling Group July 2006 - March 2011
Mazzoni Center Health Conference September 2009 - September 2010
Delaware Investments, a member of the Macquarie Group March 2008 - July 2010
Wachovia January 2007 - February 2008
Vanguard Group June 2003 - August 2003
Skills
PHP, jQuery, Drupal, Web Development, Wordpress, XML, Git, JavaScript, Apache, LAMP, XHTML, Databases, CMS, Agile Methodologies, WordPress
Education
American University 2001 — 2006
Victor Pearse Victor Pearse's Delaware Investments, a member of the Macquarie Group Experience October 1997 - August 2000
Job President of Katie Electric
Industry Construction
Experience
Double R Electric March 2004 - August 2011
IntelliMedia Inc November 2002 - June 2003
CB Technologies August 2000 - October 2002
Delaware Investments, a member of the Macquarie Group October 1997 - August 2000
Johnson Matthey March 1993 - June 1997
Skills
Residential Homes, Contract Negotiation, Active Directory, Customer Service, Sales, Troubleshooting
Education
Delaware County Community College 1985 — 1989
Associate Degree, Criminal Justice
Double R Electric March 2004 - August 2011
IntelliMedia Inc November 2002 - June 2003
CB Technologies August 2000 - October 2002
Delaware Investments, a member of the Macquarie Group October 1997 - August 2000
Johnson Matthey March 1993 - June 1997
Skills
Residential Homes, Contract Negotiation, Active Directory, Customer Service, Sales, Troubleshooting
Education
Delaware County Community College 1985 — 1989
Associate Degree, Criminal Justice
Chris Ferenz Chris Ferenz's Delaware Investments, a member of the Macquarie Group Experience April 2007 - October 2007
Job Director Morgan Stanley HNW Collateral Monitoring
Industry Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - December 2013
JPMorgan Chase June 2010 - April 2011
First Financial Group March 2009 - May 2010
Morgan, Lewis & Bockius LLP April 2008 - September 2008
Delaware Investments, a member of the Macquarie Group April 2007 - October 2007
Skills
Portfolio Management, Excel, Financial Analysis, Asset Management, Accounting, Banking, Loans, Investments, Securities, Bloomberg, Wealth Management, Retail Banking, Financial Risk
Education
Drexel University - LeBow College of Business 2005 — 2010
BS, Finance
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - December 2013
JPMorgan Chase June 2010 - April 2011
First Financial Group March 2009 - May 2010
Morgan, Lewis & Bockius LLP April 2008 - September 2008
Delaware Investments, a member of the Macquarie Group April 2007 - October 2007
Skills
Portfolio Management, Excel, Financial Analysis, Asset Management, Accounting, Banking, Loans, Investments, Securities, Bloomberg, Wealth Management, Retail Banking, Financial Risk
Education
Drexel University - LeBow College of Business 2005 — 2010
BS, Finance
Sonal Khona, MBA's Delaware Investments, a member of the Macquarie Group Experience October 2010 - June 2013
Job Sr. Business Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac September 2013 - Present
Delaware Investments, a member of the Macquarie Group October 2010 - June 2013
Delaware Investments September 2008 - October 2010
Delaware Investments June 2005 - August 2008
PFPC – a PNC Financial Services Division December 2004 - June 2005
Skills
Microsoft Excel, Asset Managment, Investments, Financial Analysis, Financial Services, Alternative Investments, Finance, Bloomberg, Account Reconciliation, Asset Allocation, Management, Financial Modeling, Analysis, Asset Management, Business Analysis
Education
Drexel University 2005 — 2007
MBA
Drexel University - College of Business and Administration 2000 — 2004
B.S. Business Administration
Freddie Mac September 2013 - Present
Delaware Investments, a member of the Macquarie Group October 2010 - June 2013
Delaware Investments September 2008 - October 2010
Delaware Investments June 2005 - August 2008
PFPC – a PNC Financial Services Division December 2004 - June 2005
Skills
Microsoft Excel, Asset Managment, Investments, Financial Analysis, Financial Services, Alternative Investments, Finance, Bloomberg, Account Reconciliation, Asset Allocation, Management, Financial Modeling, Analysis, Asset Management, Business Analysis
Education
Drexel University 2005 — 2007
MBA
Drexel University - College of Business and Administration 2000 — 2004
B.S. Business Administration
Trevor Stasik's Delaware Investments, a member of the Macquarie Group Experience June 2008 - October 2010
Job Prospect Researcher, MakeAWish America: We have fulfilled more than 250,000 wishes for children worldwide.
Industry Nonprofit Organization Management
Experience
Make-A-Wish America April 2014 - Present
Make-A-Wish America March 2015 - August 2015
CERT July 2013 - March 2014
Iron Mountain Veterans Resource Group September 2012 - March 2014
Iron Mountain February 2012 - March 2014
Ascensus October 2010 - February 2012
Delaware Investments, a member of the Macquarie Group June 2008 - October 2010
OfficeMax July 2003 - May 2008
Financial Management Association (FMA), Temple University Student Organization September 2006 - January 2008
Film & Video Production July 2002 - September 2005
Skills
Analysis, Research, Fundraising, Prospect Research, Genealogy, History, Data Analysis, Coaching, Archives, Blogging, Content Development, Writing, Editing, Social Media, Storytelling, Budgets, Raiser's Edge, PowerPoint, Finance, Records Management, Accounting, Organizational..., Marketing Communications, Payroll, Mutual Funds, Sales, Marketing, Team Leadership, Financial Analysis, Outlook, Employee Benefits, Team Building, Project Management, Strategy, Microsoft Excel, Customer Satisfaction, Account Management, Human Resources, Customer Service, Recruiting, Process Improvement, Employee Training, Public Speaking, Management, Leadership, Strategic Planning, Training
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor of Business Administration, Finance, GPA 3.75
Bucks County Community College 2012 — 2013
AMA Human Resources Certificate, Human Resources, Graduated
Excelsior College 1999 — 2000
Associate in Applied Science, Technical Studies: Nuclear Technologies, Graduated
US Navy, Nuclear Power Training Unit, Ballston Spa, NY 1997 — 1998
Certification as Nuclear Propulsion Plant Operator, Electrical
Naval Nuclear Power School 1997 — 1997
Certification as a Nuclear Qualified Naval Electrician, Nuclear Power
Nuclear Field “A” School 1996 — 1997
Certification as a Navy Electrical Technician, Electrical and Electronics Theory
Neshaminy High School 1993 — 1996
Graduated 1996, Diploma
Make-A-Wish America April 2014 - Present
Make-A-Wish America March 2015 - August 2015
CERT July 2013 - March 2014
Iron Mountain Veterans Resource Group September 2012 - March 2014
Iron Mountain February 2012 - March 2014
Ascensus October 2010 - February 2012
Delaware Investments, a member of the Macquarie Group June 2008 - October 2010
OfficeMax July 2003 - May 2008
Financial Management Association (FMA), Temple University Student Organization September 2006 - January 2008
Film & Video Production July 2002 - September 2005
Skills
Analysis, Research, Fundraising, Prospect Research, Genealogy, History, Data Analysis, Coaching, Archives, Blogging, Content Development, Writing, Editing, Social Media, Storytelling, Budgets, Raiser's Edge, PowerPoint, Finance, Records Management, Accounting, Organizational..., Marketing Communications, Payroll, Mutual Funds, Sales, Marketing, Team Leadership, Financial Analysis, Outlook, Employee Benefits, Team Building, Project Management, Strategy, Microsoft Excel, Customer Satisfaction, Account Management, Human Resources, Customer Service, Recruiting, Process Improvement, Employee Training, Public Speaking, Management, Leadership, Strategic Planning, Training
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor of Business Administration, Finance, GPA 3.75
Bucks County Community College 2012 — 2013
AMA Human Resources Certificate, Human Resources, Graduated
Excelsior College 1999 — 2000
Associate in Applied Science, Technical Studies: Nuclear Technologies, Graduated
US Navy, Nuclear Power Training Unit, Ballston Spa, NY 1997 — 1998
Certification as Nuclear Propulsion Plant Operator, Electrical
Naval Nuclear Power School 1997 — 1997
Certification as a Nuclear Qualified Naval Electrician, Nuclear Power
Nuclear Field “A” School 1996 — 1997
Certification as a Navy Electrical Technician, Electrical and Electronics Theory
Neshaminy High School 1993 — 1996
Graduated 1996, Diploma
Brandon Bienstock Brandon Bienstock's Delaware Investments, a member of the Macquarie Group Experience May 2008 - August 2008
Job Sales Operations Analyst at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
Trulia February 2015 - April 2015
KPMG October 2013 - January 2015
KPMG September 2011 - September 2013
KPMG June 2010 - August 2010
University of Maryland March 2009 - March 2010
The Washington Post June 2009 - August 2009
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Leadership, Business Process, Management, Strategic Planning, Analysis, Accounting, Salesforce.com, DoubleClick for..., Project Management, Consulting, Tableau, Microsoft Excel, Business Process..., Microsoft Office, Vertica, SQL, Financial Analysis, Project Planning, Analytics, CRM, Problem Solving, Client Communication, PowerPoint, Change Management, Communication Skills, Program Management, Budgets, Management Consulting, SharePoint, Risk Management, Data Analysis, Strategy, Due Diligence, Business Strategy, Information Technology, Auditing, Finance
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting and Information Systems
Baruch College 2010 — 2011
Masters of Science, Accounting
Twitter April 2015 - Present
Trulia February 2015 - April 2015
KPMG October 2013 - January 2015
KPMG September 2011 - September 2013
KPMG June 2010 - August 2010
University of Maryland March 2009 - March 2010
The Washington Post June 2009 - August 2009
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Leadership, Business Process, Management, Strategic Planning, Analysis, Accounting, Salesforce.com, DoubleClick for..., Project Management, Consulting, Tableau, Microsoft Excel, Business Process..., Microsoft Office, Vertica, SQL, Financial Analysis, Project Planning, Analytics, CRM, Problem Solving, Client Communication, PowerPoint, Change Management, Communication Skills, Program Management, Budgets, Management Consulting, SharePoint, Risk Management, Data Analysis, Strategy, Due Diligence, Business Strategy, Information Technology, Auditing, Finance
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting and Information Systems
Baruch College 2010 — 2011
Masters of Science, Accounting
William Good, Ph.D. William Good, Ph.D.'s Delaware Investments, a member of the Macquarie Group Experience July 2013 - Present
Job AVP/Senior Manager, Human Resources Business Partner at Delaware Investments, a member of the Macquarie Group
Industry Human Resources
Experience
Delaware Investments, a member of the Macquarie Group July 2013 - Present
Delaware Investments December 2009 - June 2013
Lincoln Financial Group June 2008 - December 2009
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2005 - 2007
Dorland Global Corporation 2005 - 2005
Ellen Tracy 2002 - 2005
Herbert Mines Associates 2000 - 2002
Beth Israel Medical Center 1999 - 2000
Skills
Onboarding, Talent Management, Human Resources, Recruiting, Talent Acquisition, Performance Management, Employee Benefits, Succession Planning, Employee Relations, Organizational..., Employee Engagement
Education
Drexel University 1996 — 2003
Ph.D., Clinical Psychology
Drexel University 1994 — 1996
M.A., Clinical Psychology
Youngstown State University 1990 — 1994
B.A., Psychology
Delaware Investments, a member of the Macquarie Group July 2013 - Present
Delaware Investments December 2009 - June 2013
Lincoln Financial Group June 2008 - December 2009
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2005 - 2007
Dorland Global Corporation 2005 - 2005
Ellen Tracy 2002 - 2005
Herbert Mines Associates 2000 - 2002
Beth Israel Medical Center 1999 - 2000
Skills
Onboarding, Talent Management, Human Resources, Recruiting, Talent Acquisition, Performance Management, Employee Benefits, Succession Planning, Employee Relations, Organizational..., Employee Engagement
Education
Drexel University 1996 — 2003
Ph.D., Clinical Psychology
Drexel University 1994 — 1996
M.A., Clinical Psychology
Youngstown State University 1990 — 1994
B.A., Psychology
Amanda Salyer, CFP® Amanda Salyer, CFP®'s Delaware Investments, a member of the Macquarie Group Experience September 2003 - March 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2013 - December 2014
Fidelity Investments September 2011 - May 2013
John Hancock Financial Services August 2007 - September 2011
Ameriprise Financial September 2006 - July 2007
American Brokerage Services April 2005 - August 2006
Susquehanna International Group September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group September 2003 - March 2004
Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint
Education
The American College 2008 — 2011
CLU, Chartered Life Underwriter
Drexel University 2001 — 2006
BSBaBA, Finance
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration
Fidelity Investments December 2014 - Present
Fidelity Investments May 2013 - December 2014
Fidelity Investments September 2011 - May 2013
John Hancock Financial Services August 2007 - September 2011
Ameriprise Financial September 2006 - July 2007
American Brokerage Services April 2005 - August 2006
Susquehanna International Group September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group September 2003 - March 2004
Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint
Education
The American College 2008 — 2011
CLU, Chartered Life Underwriter
Drexel University 2001 — 2006
BSBaBA, Finance
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration
Jibin John Jibin John's Delaware Investments, a member of the Macquarie Group Experience September 2006 - March 2007
Job Senior Financial Analyst at TE Connectivity
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity (Tyco Electronics) July 2012 - Present
WHYY, Inc. August 2009 - June 2012
Delaware Investments, a member of the Macquarie Group September 2006 - March 2007
HTH Worldwide September 2005 - March 2006
SAP September 2004 - March 2005
Skills
Financial Reporting, Financial Analysis, Forecasting, Budget Process, SAP Netweaver, Microsoft Excel, Strategic Financial..., Finance, Budgets, Business Analysis, Financial Planning
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA), Finance
Drexel University 2003 — 2009
Bachelor of Science (B.S.), Business Administration - Accounting
Drexel University 2003 — 2009
Bachelor of Science (B.S.), Information Systems
TE Connectivity (Tyco Electronics) July 2012 - Present
WHYY, Inc. August 2009 - June 2012
Delaware Investments, a member of the Macquarie Group September 2006 - March 2007
HTH Worldwide September 2005 - March 2006
SAP September 2004 - March 2005
Skills
Financial Reporting, Financial Analysis, Forecasting, Budget Process, SAP Netweaver, Microsoft Excel, Strategic Financial..., Finance, Budgets, Business Analysis, Financial Planning
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA), Finance
Drexel University 2003 — 2009
Bachelor of Science (B.S.), Business Administration - Accounting
Drexel University 2003 — 2009
Bachelor of Science (B.S.), Information Systems
Arsen Nikiforouk's Delaware Investments, a member of the Macquarie Group Experience October 2012 - August 2013
Job Self starter looking for an opportunity
Industry Higher Education
Experience
Beep Cloud Help March 2014 - March 2015
Delaware Investments September 2013 - March 2014
Eximium Exchange LLC July 2013 - March 2014
Drexel Finance and Investment Group August 2011 - September 2013
Delaware Investments, a member of the Macquarie Group October 2012 - August 2013
Dechert LLP September 2011 - March 2012
Sewickley Cafe June 2009 - August 2009
Skills
Bloomberg Terminal, Team Leadership, Equities, Research, Russian, Investments, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, ARCS, Leadership, Securities, Mutual Funds, Financial Analysis, Parkour, Ukrainian, Public Speaking, Management, Technicals Analysis, Fundamental Research, ELITE - Thomson Reuters, Photoshop, Game Design, Software Project..., Game Development, Web Design, Web Development, Audacity, Vestmark, APL, Omgeo Oasys, MS SQL
Education
Drexel University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Sewickley Academy 2008 — 2010
Cathedral Preparatory 2006 — 2008
Beep Cloud Help March 2014 - March 2015
Delaware Investments September 2013 - March 2014
Eximium Exchange LLC July 2013 - March 2014
Drexel Finance and Investment Group August 2011 - September 2013
Delaware Investments, a member of the Macquarie Group October 2012 - August 2013
Dechert LLP September 2011 - March 2012
Sewickley Cafe June 2009 - August 2009
Skills
Bloomberg Terminal, Team Leadership, Equities, Research, Russian, Investments, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, ARCS, Leadership, Securities, Mutual Funds, Financial Analysis, Parkour, Ukrainian, Public Speaking, Management, Technicals Analysis, Fundamental Research, ELITE - Thomson Reuters, Photoshop, Game Design, Software Project..., Game Development, Web Design, Web Development, Audacity, Vestmark, APL, Omgeo Oasys, MS SQL
Education
Drexel University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Sewickley Academy 2008 — 2010
Cathedral Preparatory 2006 — 2008
Peter M. Campana Peter M. Campana's Delaware Investments, a member of the Macquarie Group Experience June 2006 - Present
Job
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group June 2006 - Present
Killington Ski Tours, Inc. March 2001 - Present
Education
Widener University School of Law 2012 — 2016
Doctor of Law (J.D.)
Villanova University 2007 — 2010
MBA
SDA Bocconi 2008 — 2008
Boston College 2000 — 2004
B.S.
Delaware Investments, a member of the Macquarie Group June 2006 - Present
Killington Ski Tours, Inc. March 2001 - Present
Education
Widener University School of Law 2012 — 2016
Doctor of Law (J.D.)
Villanova University 2007 — 2010
MBA
SDA Bocconi 2008 — 2008
Boston College 2000 — 2004
B.S.
Fahad Hashmi's Delaware Investments, a member of the Macquarie Group Experience September 2011 - March 2012
Job Analyst
Industry Think Tanks
Experience
Connolly, LLC June 2013 - August 2015
Promontory Consulting Group LLC November 2012 - January 2013
Navigant July 2012 - October 2012
Delaware Investments, a member of the Macquarie Group September 2011 - March 2012
Drexel E-Learning, Inc. September 2010 - March 2011
Skills
Microsoft Office Suite;..., Microsoft Office, MAS500, Accounting, QuickBooks, Financial Analysis, Strategic Planning, Change Management, Management Consulting, Internal Audit, Business Strategy, Public Speaking, Risk Management, Mergers & Acquisitions, Financial Modeling, Auditing, Strategy, Analysis, Finance, Strategic Financial..., Leadership, Access
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (B.S.)
Montgomery College 2008 — 2009
Associate of Arts (A.A.)
Connolly, LLC June 2013 - August 2015
Promontory Consulting Group LLC November 2012 - January 2013
Navigant July 2012 - October 2012
Delaware Investments, a member of the Macquarie Group September 2011 - March 2012
Drexel E-Learning, Inc. September 2010 - March 2011
Skills
Microsoft Office Suite;..., Microsoft Office, MAS500, Accounting, QuickBooks, Financial Analysis, Strategic Planning, Change Management, Management Consulting, Internal Audit, Business Strategy, Public Speaking, Risk Management, Mergers & Acquisitions, Financial Modeling, Auditing, Strategy, Analysis, Finance, Strategic Financial..., Leadership, Access
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (B.S.)
Montgomery College 2008 — 2009
Associate of Arts (A.A.)
Bradley Cline Bradley Cline's Delaware Investments, a member of the Macquarie Group Experience 2005 - 2007
Job Attorney
Industry Law Practice
Experience
Bradley J. Cline, Esq. September 2014 - Present
United States District Court, District of Nevada March 2014 - August 2014
Standard Credit Group July 2011 - July 2013
Chicago Capital Markets August 2010 - July 2011
Delaware Investments, a member of the Macquarie Group 2005 - 2007
Sutherland Asbill & Brennan LLP 2004 - 2005
Jones Day 2001 - 2004
United States District Court for the Southern District of Alabama 2000 - 2001
Skills
Legal Writing, Civil Litigation, Courts, Legal Research, Commercial Litigation, Litigation
Education
Vanderbilt University 1997 — 2000
Juris Doctorate, Law
Bard College 1993 — 1997
B.A., Philosophy
Bradley J. Cline, Esq. September 2014 - Present
United States District Court, District of Nevada March 2014 - August 2014
Standard Credit Group July 2011 - July 2013
Chicago Capital Markets August 2010 - July 2011
Delaware Investments, a member of the Macquarie Group 2005 - 2007
Sutherland Asbill & Brennan LLP 2004 - 2005
Jones Day 2001 - 2004
United States District Court for the Southern District of Alabama 2000 - 2001
Skills
Legal Writing, Civil Litigation, Courts, Legal Research, Commercial Litigation, Litigation
Education
Vanderbilt University 1997 — 2000
Juris Doctorate, Law
Bard College 1993 — 1997
B.A., Philosophy
Brian Biasini Brian Biasini's Delaware Investments, a member of the Macquarie Group Experience April 2011 - Present
Job Salesforce.com Administrator at Delaware Investments, a member of the Macquarie Group
Industry Marketing and Advertising
Experience
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Bayada Nurses September 2009 - April 2011
RTTS January 2008 - February 2009
making ideas work! August 2007 - January 2008
Skills
Marketing, Salesforce.com, Social Media Marketing, Financial Services, Management, Project Management, Analytics, Direct Marketing, Leadership, CRM, Microsoft Excel, Sales, Account Management, Social Media
Education
Fordham University 2005 — 2009
Marketing
Holy Ghost Preparatory School 2001 — 2005
High School Degree
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Bayada Nurses September 2009 - April 2011
RTTS January 2008 - February 2009
making ideas work! August 2007 - January 2008
Skills
Marketing, Salesforce.com, Social Media Marketing, Financial Services, Management, Project Management, Analytics, Direct Marketing, Leadership, CRM, Microsoft Excel, Sales, Account Management, Social Media
Education
Fordham University 2005 — 2009
Marketing
Holy Ghost Preparatory School 2001 — 2005
High School Degree
Phuong Ly Phuong Ly's Delaware Investments, a member of the Macquarie Group Experience May 2010 - September 2010
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen December 2012 - October 2014
MargolisBecker, LLC August 2011 - September 2012
Delaware Investments May 2011 - August 2011
MargolisBecker, LLC January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group May 2010 - September 2010
Interocean American Shipping March 2009 - September 2009
Skills
Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Account Reconciliation, Microsoft Word, General Ledger, Auditing, Financial Audits, Tax
Education
Drexel University 2006 — 2011
Bacelors of Science in Business Administration, Accounting and Finance
Foundation International Education
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen December 2012 - October 2014
MargolisBecker, LLC August 2011 - September 2012
Delaware Investments May 2011 - August 2011
MargolisBecker, LLC January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group May 2010 - September 2010
Interocean American Shipping March 2009 - September 2009
Skills
Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Account Reconciliation, Microsoft Word, General Ledger, Auditing, Financial Audits, Tax
Education
Drexel University 2006 — 2011
Bacelors of Science in Business Administration, Accounting and Finance
Foundation International Education
Christa M. (Gutzler) Thomas, M.A. Christa M. (Gutzler) Thomas, M.A.'s Delaware Investments, a member of the Macquarie Group Experience August 2010 - July 2013
Job Digital Marketing Manager at Delaware Investments and freelance writer, editor, proofreader
Industry Marketing and Advertising
Experience
Delaware Investments November 2013 - Present
InteractMedia, Inc. April 2012 - Present
Delaware Investments July 2013 - November 2013
Delaware Investments, a member of the Macquarie Group August 2010 - July 2013
BlueGlass Interactive, Inc. May 2010 - January 2011
University of Pennsylvania Health System April 2009 - April 2010
Philadephia Examiner May 2009 - September 2009
The Art of Living, Primamedia, Inc. January 2008 - December 2008
Educational Testing Service July 2007 - August 2008
Harcum College September 2007 - May 2008
Skills
Editing, Writing, Proofreading, Research, Web Content, Editorial, Magazines, Social Media, Publications, Copywriting, Copy Editing, Marketing Communications, Creative Writing, Journalism, Content Management, Teaching, Freelance Writing, Email Marketing, Online Marketing, SEO, Marketing Strategy, Web Design, Newsletters, Publishing, Linguistics, ESL, Public Relations, Internal Communications, SEO copywriting, Web Analytics, Press Releases, Podcasting, Audio Editing, Garageband, Web Content Management, Content Strategy
Education
Cornell University - Johnson Graduate School of Management 2015 — 2015
Search Engine Academy of Pennsylvania 2013 — 2013
SEO Essentials Workshop Certification
Drexel University 2010 — 2010
Graduate level coursework, Communications
Arcadia University 2008 — 2010
M.A., English
ViaLingua, Rome, Italy 2003 — 2003
CTOEFL
Loyola University Maryland 1998 — 2002
B.A., Sociology
Merion Mercy Academy 1994 — 1998
Delaware Investments November 2013 - Present
InteractMedia, Inc. April 2012 - Present
Delaware Investments July 2013 - November 2013
Delaware Investments, a member of the Macquarie Group August 2010 - July 2013
BlueGlass Interactive, Inc. May 2010 - January 2011
University of Pennsylvania Health System April 2009 - April 2010
Philadephia Examiner May 2009 - September 2009
The Art of Living, Primamedia, Inc. January 2008 - December 2008
Educational Testing Service July 2007 - August 2008
Harcum College September 2007 - May 2008
Skills
Editing, Writing, Proofreading, Research, Web Content, Editorial, Magazines, Social Media, Publications, Copywriting, Copy Editing, Marketing Communications, Creative Writing, Journalism, Content Management, Teaching, Freelance Writing, Email Marketing, Online Marketing, SEO, Marketing Strategy, Web Design, Newsletters, Publishing, Linguistics, ESL, Public Relations, Internal Communications, SEO copywriting, Web Analytics, Press Releases, Podcasting, Audio Editing, Garageband, Web Content Management, Content Strategy
Education
Cornell University - Johnson Graduate School of Management 2015 — 2015
Search Engine Academy of Pennsylvania 2013 — 2013
SEO Essentials Workshop Certification
Drexel University 2010 — 2010
Graduate level coursework, Communications
Arcadia University 2008 — 2010
M.A., English
ViaLingua, Rome, Italy 2003 — 2003
CTOEFL
Loyola University Maryland 1998 — 2002
B.A., Sociology
Merion Mercy Academy 1994 — 1998
Jennifer Ko's Delaware Investments, a member of the Macquarie Group Experience April 2008 - September 2008
Job Key Account Representative at PLAYMOBIL USA, Inc.
Industry Consumer Goods
Experience
PLAYMOBIL USA, Inc. January 2013 - Present
PLAYMOBIL USA, Inc. September 2010 - January 2013
Delaware Investments, a member of the Macquarie Group April 2008 - September 2008
Skills
Sales Management, Microsoft Office, Marketing, New Business Development, Microsoft Excel, Account Management, Market Research, Trade Shows, Retail, PowerPoint, sales, Sales Presentations, Sales, Salesforce.com
Education
Drexel University - College of Business and Administration 2005 — 2009
BA, Marketing and Legal Studies
PLAYMOBIL USA, Inc. January 2013 - Present
PLAYMOBIL USA, Inc. September 2010 - January 2013
Delaware Investments, a member of the Macquarie Group April 2008 - September 2008
Skills
Sales Management, Microsoft Office, Marketing, New Business Development, Microsoft Excel, Account Management, Market Research, Trade Shows, Retail, PowerPoint, sales, Sales Presentations, Sales, Salesforce.com
Education
Drexel University - College of Business and Administration 2005 — 2009
BA, Marketing and Legal Studies
Collin Leiby Collin Leiby's Delaware Investments, a member of the Macquarie Group Experience April 2013 - September 2013
Job Derivatives Operations Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
BlackRock August 2014 - Present
Innervision Eyewear Inc. April 2012 - January 2014
Delaware Investments, a member of the Macquarie Group April 2013 - September 2013
AlphaBuyer March 2011 - September 2011
Schuylkill County Juvenile Probation May 2010 - September 2010
Skills
QuickBooks, Microsoft Excel, MS Project, Office Management, Market Research, Direct Sales, Salesforce.com, Data Analysis, Financial Analysis, Finance, Financial Reporting, Bloomberg, Business Analysis, Microsoft Office, Customer Service, PowerPoint
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (BS), Finance, 3.4/4.0
Pottsville Area High School 2005 — 2009
BlackRock August 2014 - Present
Innervision Eyewear Inc. April 2012 - January 2014
Delaware Investments, a member of the Macquarie Group April 2013 - September 2013
AlphaBuyer March 2011 - September 2011
Schuylkill County Juvenile Probation May 2010 - September 2010
Skills
QuickBooks, Microsoft Excel, MS Project, Office Management, Market Research, Direct Sales, Salesforce.com, Data Analysis, Financial Analysis, Finance, Financial Reporting, Bloomberg, Business Analysis, Microsoft Office, Customer Service, PowerPoint
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (BS), Finance, 3.4/4.0
Pottsville Area High School 2005 — 2009
Patrick Schleiger Patrick Schleiger's Delaware Investments, a member of the Macquarie Group Experience August 2004 - April 2006
Job Sr. Manager Data Analytics and Insights at Fidelity Charitable
Industry Investment Management
Experience
Fidelity Charitable April 2014 - Present
DUMAC, Inc. December 2010 - April 2014
Smith Breeden Associates 2006 - 2010
Delaware Investments, a member of the Macquarie Group August 2004 - April 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Risk Management, Financial Reporting, Capital Markets, Finance, Mutual Funds, Data Analysis, Process Improvement, Derivatives, Accounting, Microsoft Excel, Private Equity, Business Strategy, Due Diligence, Financial Markets, Equities, Bloomberg Terminal, Investment Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2013
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2000 — 2004
BS, Finance, General
Fidelity Charitable April 2014 - Present
DUMAC, Inc. December 2010 - April 2014
Smith Breeden Associates 2006 - 2010
Delaware Investments, a member of the Macquarie Group August 2004 - April 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Risk Management, Financial Reporting, Capital Markets, Finance, Mutual Funds, Data Analysis, Process Improvement, Derivatives, Accounting, Microsoft Excel, Private Equity, Business Strategy, Due Diligence, Financial Markets, Equities, Bloomberg Terminal, Investment Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2013
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2000 — 2004
BS, Finance, General
Karl H. Spaeth Jr., CFA Karl H. Spaeth Jr., CFA's Delaware Investments, a member of the Macquarie Group Experience November 2011 - Present
Job Vice President, Private Placements at Delaware Investments, a member of the Macquarie Group
Industry Capital Markets
Experience
Delaware Investments, a member of the Macquarie Group November 2011 - Present
Genworth Financial June 2010 - January 2012
MetLife September 2004 - August 2009
CIGNA 2002 - 2004
United States Marine Corps 1990 - 1999
Skills
Credit Analysis, Industry Analysis, Relative Value, Deal Structure, Negotiation, Due Diligence, Restructuring, Relationship Cultivation, Leadership Development, Structures, Competitive Analysis, Financial Modeling, Deal Structures, Capital Markets, Investments, Equities, Structured Finance, Financial Analysis, Mergers & Acquisitions, Leadership, Investment Banking, Fixed Income, Emerging Markets, Valuation, Corporate Finance, Asset Management, Securities, Alternative Investments, Credit, Bonds, Portfolio Management, Bloomberg, Finance, Trading, Investment Management, Asset Allocation, Derivatives, Series 7, Loans, Private Placements, Analysis, Investment Strategies, Funding, Financial Structuring, Equity Research, Relationship Management, Structured Products
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Finance
St. Lawrence University 1984 — 1988
BA, History
Delaware Investments, a member of the Macquarie Group November 2011 - Present
Genworth Financial June 2010 - January 2012
MetLife September 2004 - August 2009
CIGNA 2002 - 2004
United States Marine Corps 1990 - 1999
Skills
Credit Analysis, Industry Analysis, Relative Value, Deal Structure, Negotiation, Due Diligence, Restructuring, Relationship Cultivation, Leadership Development, Structures, Competitive Analysis, Financial Modeling, Deal Structures, Capital Markets, Investments, Equities, Structured Finance, Financial Analysis, Mergers & Acquisitions, Leadership, Investment Banking, Fixed Income, Emerging Markets, Valuation, Corporate Finance, Asset Management, Securities, Alternative Investments, Credit, Bonds, Portfolio Management, Bloomberg, Finance, Trading, Investment Management, Asset Allocation, Derivatives, Series 7, Loans, Private Placements, Analysis, Investment Strategies, Funding, Financial Structuring, Equity Research, Relationship Management, Structured Products
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Finance
St. Lawrence University 1984 — 1988
BA, History
Jhanvi Shah Jhanvi Shah's Delaware Investments, a member of the Macquarie Group Experience September 2008 - March 2009
Job Senior Media Planner at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi August 2015 - Present
Digitas November 2014 - July 2015
Neo@Ogilvy April 2014 - November 2014
Neo@Ogilvy April 2013 - April 2014
JPMorgan Chase August 2012 - April 2013
Janney Montgomery September 2010 - March 2011
Susquehanna International Group September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group September 2008 - March 2009
Skills
Morningstar, Mutual Funds, Microsoft Excel, PowerPoint, Data Analysis, Equity Research, Asset Allocation, Microsoft Office, Microsoft Word, SharePoint, Photoshop, Facebook Marketing, Pinterest, YouTube, Sitecore, ThomsonOne, Event Planning, Competitive Analysis, Marketing, Access, Advertising, Online Advertising, Social Media Marketing
Education
Drexel University 2007 — 2012
BS, Business, Management, Marketing, and Related Support Services
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (BS), Business Administration
DigitasLBi August 2015 - Present
Digitas November 2014 - July 2015
Neo@Ogilvy April 2014 - November 2014
Neo@Ogilvy April 2013 - April 2014
JPMorgan Chase August 2012 - April 2013
Janney Montgomery September 2010 - March 2011
Susquehanna International Group September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group September 2008 - March 2009
Skills
Morningstar, Mutual Funds, Microsoft Excel, PowerPoint, Data Analysis, Equity Research, Asset Allocation, Microsoft Office, Microsoft Word, SharePoint, Photoshop, Facebook Marketing, Pinterest, YouTube, Sitecore, ThomsonOne, Event Planning, Competitive Analysis, Marketing, Access, Advertising, Online Advertising, Social Media Marketing
Education
Drexel University 2007 — 2012
BS, Business, Management, Marketing, and Related Support Services
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (BS), Business Administration
Blake H. Montgomery Blake H. Montgomery's Delaware Investments, a member of the Macquarie Group Experience September 2012 - April 2013
Job Analyst at Murray Devine & Co.
Industry Investment Banking
Experience
Murray Devine & Company, Inc. March 2014 - December 2014
Murray Devine & Company, Inc. August 2013 - March 2014
Delaware Investments, a member of the Macquarie Group September 2012 - April 2013
Skills
Finance, Debt & Equity Financing, Business Valuation, Economics, Financial Accounting, Option Pricing Models, Financial Analysis, Bloomberg Terminal, Investments, Microsoft Office, Microsoft Excel, Analysis, Statistics, Financial Statement...
Education
Drexel University 2010 — 2014
Bachelor of Science in Business Administration, Double Major: Finance & Entrepreneurship
University of California, Irvine 2009 — 2010
Bachelor of Science, Economics
Pennsbury High School 2005 — 2009
Cum Laude
Murray Devine & Company, Inc. March 2014 - December 2014
Murray Devine & Company, Inc. August 2013 - March 2014
Delaware Investments, a member of the Macquarie Group September 2012 - April 2013
Skills
Finance, Debt & Equity Financing, Business Valuation, Economics, Financial Accounting, Option Pricing Models, Financial Analysis, Bloomberg Terminal, Investments, Microsoft Office, Microsoft Excel, Analysis, Statistics, Financial Statement...
Education
Drexel University 2010 — 2014
Bachelor of Science in Business Administration, Double Major: Finance & Entrepreneurship
University of California, Irvine 2009 — 2010
Bachelor of Science, Economics
Pennsbury High School 2005 — 2009
Cum Laude
Donna Wells Donna Wells's Delaware Investments, a member of the Macquarie Group Experience June 1997 - June 1999
Job Business Partner at Franklin Covey
Industry Professional Training & Coaching
Experience
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
Ron Palandro Ron Palandro's Delaware Investments, a member of the Macquarie Group Experience December 2003 - March 2005
Job Divisional Administrative Contracting Officer at Defense Contract Management Agency (DCMA)
Industry Accounting
Experience
Defense Contract Management Agency (DCMA) May 2015 - Present
Defense Contract Management Agency (DCMA) May 2011 - May 2015
KPMG Audit April 2005 - May 2011
Delaware Investments, a member of the Macquarie Group December 2003 - March 2005
Skills
Internal Controls, Internal Audit, Auditing, Accounting, Sarbanes-Oxley Act, Process Improvement, Forecasting, Account Reconciliation, Finance, General Ledger, Financial Statements, Budgets, CPA, Sarbanes-Oxley, Management, Financial Reporting, Corporate Finance
Education
Drexel University - College of Business and Administration 1998 — 2003
Accounting
Defense Contract Management Agency (DCMA) May 2015 - Present
Defense Contract Management Agency (DCMA) May 2011 - May 2015
KPMG Audit April 2005 - May 2011
Delaware Investments, a member of the Macquarie Group December 2003 - March 2005
Skills
Internal Controls, Internal Audit, Auditing, Accounting, Sarbanes-Oxley Act, Process Improvement, Forecasting, Account Reconciliation, Finance, General Ledger, Financial Statements, Budgets, CPA, Sarbanes-Oxley, Management, Financial Reporting, Corporate Finance
Education
Drexel University - College of Business and Administration 1998 — 2003
Accounting
Bryan Lyons Bryan Lyons's Delaware Investments, a member of the Macquarie Group Experience September 2011 - March 2012
Job Hedge Fund Administrator at US Bancorp Financial Services
Industry Financial Services
Experience
US Banccorp April 2014 - Present
Drexel University September 2011 - May 2014
Comcast September 2012 - March 2013
Delaware Investments, a member of the Macquarie Group September 2011 - March 2012
Skills
Microsoft Office, Bloomberg Terminal, Microsoft Excel, Access, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, Event Planning, Facebook, Outlook, Public Speaking, Accounting, Time Management, Financial Reporting, Financial Modeling
Education
Drexel University 2009 — 2014
Bachelors, Accounting; Finance
US Banccorp April 2014 - Present
Drexel University September 2011 - May 2014
Comcast September 2012 - March 2013
Delaware Investments, a member of the Macquarie Group September 2011 - March 2012
Skills
Microsoft Office, Bloomberg Terminal, Microsoft Excel, Access, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, Event Planning, Facebook, Outlook, Public Speaking, Accounting, Time Management, Financial Reporting, Financial Modeling
Education
Drexel University 2009 — 2014
Bachelors, Accounting; Finance
Danielle Arrighy Danielle Arrighy's Delaware Investments, a member of the Macquarie Group Experience February 2013 - Present
Job Administrative Assistant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group February 2013 - Present
The Dubin Group October 2011 - January 2013
Melmark April 2011 - October 2011
Luther Woods Nursing and Rehabilitation Center November 2009 - March 2011
Skills
Administrative Support, Customer Service, Full-cycle Recruiting, Recruiting, Administrative..., Human Resources, Job Scanning
Education
Albright College 2006 — 2010
Bachelor of Arts, Psychology
Delaware Investments, a member of the Macquarie Group February 2013 - Present
The Dubin Group October 2011 - January 2013
Melmark April 2011 - October 2011
Luther Woods Nursing and Rehabilitation Center November 2009 - March 2011
Skills
Administrative Support, Customer Service, Full-cycle Recruiting, Recruiting, Administrative..., Human Resources, Job Scanning
Education
Albright College 2006 — 2010
Bachelor of Arts, Psychology
Ryan C. Jaggers, CFA Ryan C. Jaggers, CFA's Delaware Investments, a member of the Macquarie Group Experience November 2011 - August 2015
Job Head of North America Insurance Sales at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Steven Church CIA, CISA Steven Church CIA, CISA's Delaware Investments, a member of the Macquarie Group Experience 1996 - 2000
Job Senior Quality Specialist at STERIS Corporation
Industry Medical Devices
Experience
STERIS Corporation 2011 - Present
STERIS Corporation 2010 - 2011
The Davey Tree Expert Company 2007 - 2010
Westfield Group 2005 - 2007
Merrill Lynch 2000 - 2005
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Ernst & Young 1995 - 1996
Navy Reserves and Army National Guard 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Medical Devices, Risk Management, Quality Auditing, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., FDA, Analysis, GMP
Education
Drexel University 1993 — 1995
Bachelor of Science, Accounting
Penn State University 1991 — 1993
Accounting
STERIS Corporation 2011 - Present
STERIS Corporation 2010 - 2011
The Davey Tree Expert Company 2007 - 2010
Westfield Group 2005 - 2007
Merrill Lynch 2000 - 2005
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Ernst & Young 1995 - 1996
Navy Reserves and Army National Guard 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Medical Devices, Risk Management, Quality Auditing, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., FDA, Analysis, GMP
Education
Drexel University 1993 — 1995
Bachelor of Science, Accounting
Penn State University 1991 — 1993
Accounting
Tige Hofer, CIMC's Delaware Investments, a member of the Macquarie Group Experience 2010 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
William Zimmerman, MBA's Delaware Investments, a member of the Macquarie Group Experience August 2008 - August 2009
Job Workers' Compensation Case Management, Kingstree Group | RIMS Member | Marathoner & Triathlete
Industry Insurance
Experience
The Kingstree Group, Inc. September 2011 - Present
AmeriClic Language Services September 2011 - August 2013
CCS March 2011 - August 2011
La Salle University February 2011 - May 2011
La Salle University August 2009 - May 2011
Delaware Investments, a member of the Macquarie Group August 2008 - August 2009
Temple University August 2003 - May 2008
LNB Commercial Capital June 2005 - August 2005
Skills
International Expertise, Customer Relations, Customer Service, Microsoft Office, Social Media, Healthcare, Nonprofits, Microsoft Excel, Leadership, Risk Management, Training, Teamwork, Budgets, Fundraising, Business Development, Time Management, Sales, Public Speaking, Analysis, Team Building, Insurance, Event Planning, Data Analysis, Policy, PowerPoint, Microsoft Word, Access, Leadership Development, Administration, Strategic Planning, Outlook, Coaching, Management, Public Relations, Team Leadership, Program Management, Social Networking, Process Improvement, Workers Compensation, Property & Casualty..., Claims Management, Triathlon, Finance, Marathon
Education
St. Joseph's Preparatory High School 1999 — 2003
Temple University 2003 — 2008
BBA, Finance and Real Estate
Universitat de Barcelona 2006 — 2006
Bachelor of Business Administration (BBA), Writing
La Salle University 2009 — 2011
MBA with Honors, Business Administration and Management, General
The Kingstree Group, Inc. September 2011 - Present
AmeriClic Language Services September 2011 - August 2013
CCS March 2011 - August 2011
La Salle University February 2011 - May 2011
La Salle University August 2009 - May 2011
Delaware Investments, a member of the Macquarie Group August 2008 - August 2009
Temple University August 2003 - May 2008
LNB Commercial Capital June 2005 - August 2005
Skills
International Expertise, Customer Relations, Customer Service, Microsoft Office, Social Media, Healthcare, Nonprofits, Microsoft Excel, Leadership, Risk Management, Training, Teamwork, Budgets, Fundraising, Business Development, Time Management, Sales, Public Speaking, Analysis, Team Building, Insurance, Event Planning, Data Analysis, Policy, PowerPoint, Microsoft Word, Access, Leadership Development, Administration, Strategic Planning, Outlook, Coaching, Management, Public Relations, Team Leadership, Program Management, Social Networking, Process Improvement, Workers Compensation, Property & Casualty..., Claims Management, Triathlon, Finance, Marathon
Education
St. Joseph's Preparatory High School 1999 — 2003
Temple University 2003 — 2008
BBA, Finance and Real Estate
Universitat de Barcelona 2006 — 2006
Bachelor of Business Administration (BBA), Writing
La Salle University 2009 — 2011
MBA with Honors, Business Administration and Management, General
Michael Lamparella's Delaware Investments, a member of the Macquarie Group Experience 2005 - 2005
Job Project Manager at Acquis Consulting Group
Industry Management Consulting
Experience
Acquis Consulting Group January 2014 - Present
Shire Pharmaceuticals June 2008 - January 2014
Expensewatch.com January 2006 - June 2007
GEICO December 2000 - May 2005
Delaware Investments, a member of the Macquarie Group 2005 - 2005
Skills
Leadership, Concur, Business Analysis, Project Management, T&E, Expense Management, Enterprise Software, Customer Service, Visio, Analysis, Process Improvement, Business Process..., System Administration, Management, Business Strategy, Management Consulting, Training, Finance, Business Intelligence, Auditing, Strategy, Change Management, Consulting
Education
Thunderbird School of Global Management 2010 — 2013
Master of Global Management
Drexel University 2007 — 2008
MBA
American University 1996 — 2000
BSBA
Acquis Consulting Group January 2014 - Present
Shire Pharmaceuticals June 2008 - January 2014
Expensewatch.com January 2006 - June 2007
GEICO December 2000 - May 2005
Delaware Investments, a member of the Macquarie Group 2005 - 2005
Skills
Leadership, Concur, Business Analysis, Project Management, T&E, Expense Management, Enterprise Software, Customer Service, Visio, Analysis, Process Improvement, Business Process..., System Administration, Management, Business Strategy, Management Consulting, Training, Finance, Business Intelligence, Auditing, Strategy, Change Management, Consulting
Education
Thunderbird School of Global Management 2010 — 2013
Master of Global Management
Drexel University 2007 — 2008
MBA
American University 1996 — 2000
BSBA
Meade Morrison's Delaware Investments, a member of the Macquarie Group Experience September 2012 - April 2013
Job Regulatory Compliance Associate at Brandywine Global Investment Management
Industry Law Practice
Experience
Brandywine Global Investment Management April 2013 - Present
Delaware Investments, a member of the Macquarie Group September 2012 - April 2013
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
United States District Court for the Northern District of Illinois June 2010 - August 2010
Bank of America; Consulting Services Group October 2005 - April 2006
Bank of America; Consulting Services Group March 2005 - October 2005
Bank of America; Consulting Services Group June 2004 - March 2005
Morgan, Lewis & Bockius LLP June 2003 - August 2003
Education
Villanova University School of Law 2009 — 2012
Juris Doctorate
University of Pennsylvania 2001 — 2004
BA, Philosophy, Politics, and Economics
American University 2000 — 2001
Economics
The Agnes Irwin School 1987 — 2000
Brandywine Global Investment Management April 2013 - Present
Delaware Investments, a member of the Macquarie Group September 2012 - April 2013
Delaware Investments, a member of the Macquarie Group May 2011 - August 2011
United States District Court for the Northern District of Illinois June 2010 - August 2010
Bank of America; Consulting Services Group October 2005 - April 2006
Bank of America; Consulting Services Group March 2005 - October 2005
Bank of America; Consulting Services Group June 2004 - March 2005
Morgan, Lewis & Bockius LLP June 2003 - August 2003
Education
Villanova University School of Law 2009 — 2012
Juris Doctorate
University of Pennsylvania 2001 — 2004
BA, Philosophy, Politics, and Economics
American University 2000 — 2001
Economics
The Agnes Irwin School 1987 — 2000
Miranda (Miranda Weigel) Cabrelli's Delaware Investments, a member of the Macquarie Group Experience May 2012 - Present
Job
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Delaware Investments, a member of the Macquarie Group August 2008 - May 2012
VEHAttire August 2007 - August 2008
Constellation Brands, Inc. December 2006 - August 2007
Constellation Brands, Inc. August 2005 - December 2006
Skills
Investments, Series 63, Series 7, Mutual Funds, Financial Analysis, Series 65, Series 6, Separately Managed..., Product Marketing, Consultative Selling, Data Analysis, Territory Analysis, Investment Strategies, Women and investing, AAMS, Analysis, Retirement Planning, Uniform Combined State...
Education
Rochester Institute of Technology 2004 — 2006
BS, Management
Finger Lakes Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Delaware Investments, a member of the Macquarie Group August 2008 - May 2012
VEHAttire August 2007 - August 2008
Constellation Brands, Inc. December 2006 - August 2007
Constellation Brands, Inc. August 2005 - December 2006
Skills
Investments, Series 63, Series 7, Mutual Funds, Financial Analysis, Series 65, Series 6, Separately Managed..., Product Marketing, Consultative Selling, Data Analysis, Territory Analysis, Investment Strategies, Women and investing, AAMS, Analysis, Retirement Planning, Uniform Combined State...
Education
Rochester Institute of Technology 2004 — 2006
BS, Management
Finger Lakes Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Michael Lecke's Delaware Investments, a member of the Macquarie Group Experience February 1997 - December 1999
Job Web Production
Industry Internet
Experience
Academy of Art University August 2006 - April 2014
Twentieth Century Fox June 2005 - August 2006
CBS Television Studios June 2004 - May 2005
DreamWorks SKG May 2003 - October 2003
Universal Studios October 2002 - April 2003
University of Pennsylvania July 2001 - March 2002
WebLinc January 2000 - December 2000
Delaware Investments, a member of the Macquarie Group February 1997 - December 1999
CoreStates Bank (now Wells Fargo) June 1992 - February 1997
Skills
Accounting, Adobe Creative Suite, Web Design, Project Management, JavaScript, SQL, HTML, CSS, User Experience, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Creative Writing, Video Production, Dreamweaver, Photoshop, Mac, User Interface Design, E-Learning, CMS, Web Development, HTML 5, JSON, jQuery, jQuery UI, jQuery Mobile, Python, Ruby, PHP, Git, APIs, Content Writing, Content Development, Content Management, Audio Editing, Video Editing, Final Cut Pro, Adobe Connect, Adobe CQ5, Graphic Design, Copywriting, E-commerce, Databases, Camtasia, Adobe Presenter, Garageband, Logic Pro, Social Media, Film, Illustrator
Education
University of Pennsylvania 1989 — 1992
Bachelor of Arts (B.A.), Modern European History and International Relations (double major)
Codecademy 2012 — 2013
Javascript, Ruby, Python, PHP, APIs, Web Fundamentals
Humboldt-Universität zu Berlin 1993 — 1993
Modern European History
Universität Freiburg 1990 — 1990
German Language and Literature
Temple University 1989 — 1990
Academy of Art University August 2006 - April 2014
Twentieth Century Fox June 2005 - August 2006
CBS Television Studios June 2004 - May 2005
DreamWorks SKG May 2003 - October 2003
Universal Studios October 2002 - April 2003
University of Pennsylvania July 2001 - March 2002
WebLinc January 2000 - December 2000
Delaware Investments, a member of the Macquarie Group February 1997 - December 1999
CoreStates Bank (now Wells Fargo) June 1992 - February 1997
Skills
Accounting, Adobe Creative Suite, Web Design, Project Management, JavaScript, SQL, HTML, CSS, User Experience, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Creative Writing, Video Production, Dreamweaver, Photoshop, Mac, User Interface Design, E-Learning, CMS, Web Development, HTML 5, JSON, jQuery, jQuery UI, jQuery Mobile, Python, Ruby, PHP, Git, APIs, Content Writing, Content Development, Content Management, Audio Editing, Video Editing, Final Cut Pro, Adobe Connect, Adobe CQ5, Graphic Design, Copywriting, E-commerce, Databases, Camtasia, Adobe Presenter, Garageband, Logic Pro, Social Media, Film, Illustrator
Education
University of Pennsylvania 1989 — 1992
Bachelor of Arts (B.A.), Modern European History and International Relations (double major)
Codecademy 2012 — 2013
Javascript, Ruby, Python, PHP, APIs, Web Fundamentals
Humboldt-Universität zu Berlin 1993 — 1993
Modern European History
Universität Freiburg 1990 — 1990
German Language and Literature
Temple University 1989 — 1990
Bryant Bankhead, CPA's Delaware Investments, a member of the Macquarie Group Experience May 2013 - Present
Job Fixed Income Research at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Delaware Investments, a member of the Macquarie Group July 2011 - May 2013
Delaware Investments April 2008 - July 2011
Lincoln Financial Group July 2006 - April 2008
Lincoln Financial Group August 2003 - July 2006
Skills
Analysis, Leadership Development, Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Valuation, Corporate Finance, Securities, Due Diligence, Process Improvement, Insurance, Fixed Income
Education
Florida Agricultural and Mechanical University 1998 — 2003
Bachelor of Science
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Delaware Investments, a member of the Macquarie Group July 2011 - May 2013
Delaware Investments April 2008 - July 2011
Lincoln Financial Group July 2006 - April 2008
Lincoln Financial Group August 2003 - July 2006
Skills
Analysis, Leadership Development, Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Valuation, Corporate Finance, Securities, Due Diligence, Process Improvement, Insurance, Fixed Income
Education
Florida Agricultural and Mechanical University 1998 — 2003
Bachelor of Science
Will Bashan's Delaware Investments, a member of the Macquarie Group Experience 2003 - 2003
Job Investment Professional
Industry Investment Management
Experience
Deer Park Road Corporation 2009 - Present
WB Real Estate, LLC 2003 - 2009
Delaware Investments, a member of the Macquarie Group 2003 - 2003
CIGNA 2001 - 2003
CIGNA 1999 - 2001
CIGNA 1995 - 1999
New York Life Investment Management 1989 - 1995
IBM Corp. 1981 - 1989
Skills
Investments, Portfolio Management, Financial Services, Alternative Investments
Education
Binghamton University 1980 — 1981
MBA
State University of New York College at Oneonta 1976 — 1980
BS, Business/Economics
Deer Park Road Corporation 2009 - Present
WB Real Estate, LLC 2003 - 2009
Delaware Investments, a member of the Macquarie Group 2003 - 2003
CIGNA 2001 - 2003
CIGNA 1999 - 2001
CIGNA 1995 - 1999
New York Life Investment Management 1989 - 1995
IBM Corp. 1981 - 1989
Skills
Investments, Portfolio Management, Financial Services, Alternative Investments
Education
Binghamton University 1980 — 1981
MBA
State University of New York College at Oneonta 1976 — 1980
BS, Business/Economics
Peter T. Pan's Delaware Investments, a member of the Macquarie Group Experience 2010 - Present
Job AVP Managed Accounts Trading at Delaware Investments
Industry Financial Services
Experience
FNH 3G 2011 - Present
Delaware Investments, a member of the Macquarie Group 2010 - Present
Delaware Investments December 2006 - Present
Skills
International Capital..., Portfolio Management, Securities, Separately Managed..., Technical Analysis, Trading, Wealth Management, Investments, Financial Analysis, Equities, Capital Markets, Asset Managment, Bloomberg, Alternative Investments, Project Management, Series 7, Valuation
Education
Drexel University - LeBow College of Business 2005 — 2008
MBA, Investment Management
WU (Vienna University of Economics and Business) 1991 — 1993
University of Illinois at Urbana-Champaign 1990 — 1993
BA, German and Finance
Craigmont H.S. 1984 — 1988
HS
Indiana University Bloomington
FNH 3G 2011 - Present
Delaware Investments, a member of the Macquarie Group 2010 - Present
Delaware Investments December 2006 - Present
Skills
International Capital..., Portfolio Management, Securities, Separately Managed..., Technical Analysis, Trading, Wealth Management, Investments, Financial Analysis, Equities, Capital Markets, Asset Managment, Bloomberg, Alternative Investments, Project Management, Series 7, Valuation
Education
Drexel University - LeBow College of Business 2005 — 2008
MBA, Investment Management
WU (Vienna University of Economics and Business) 1991 — 1993
University of Illinois at Urbana-Champaign 1990 — 1993
BA, German and Finance
Craigmont H.S. 1984 — 1988
HS
Indiana University Bloomington
Kate Malfara's Delaware Investments, a member of the Macquarie Group Experience April 2011 - Present
Job Assistant Vice President, Institutional Client Services at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Delaware Investments a member of Macquire Group 2005 - April 2011
Lincoln Investment Planning August 2004 - September 2005
The Philadelphia Eagles- Lincoln Financial Field August 2003 - January 2005
Lincoln Investment Planning May 2001 - August 2004
Skills
Financial Services, Mutual Funds, Asset Management, Investments, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Series 63, Equities
Education
Drexel University 2008 — 2010
MBA, International Business
Penn State University 2000 — 2004
B.A., Psychological and Social Sciences
YIP Board Prep Program
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Delaware Investments a member of Macquire Group 2005 - April 2011
Lincoln Investment Planning August 2004 - September 2005
The Philadelphia Eagles- Lincoln Financial Field August 2003 - January 2005
Lincoln Investment Planning May 2001 - August 2004
Skills
Financial Services, Mutual Funds, Asset Management, Investments, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Series 63, Equities
Education
Drexel University 2008 — 2010
MBA, International Business
Penn State University 2000 — 2004
B.A., Psychological and Social Sciences
YIP Board Prep Program
Ryan Ciavarelli, CFA, CAIA's Delaware Investments, a member of the Macquarie Group Experience September 2010 - Present
Job Municipal Bond Trader at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group September 2010 - Present
Delaware Investments September 2006 - September 2010
Delaware Investments June 2005 - September 2006
Skills
Portfolio Management, Mutual Funds, Fixed Income, Bonds, Equities, Bloomberg, Asset Managment, Securities, Investments, Series 7, Wealth Management, Series 63, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Separately Managed...
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Marketing
Arizona State University - W. P. Carey School of Business 2001 — 2005
Marketing, Marketing
Delaware Investments, a member of the Macquarie Group September 2010 - Present
Delaware Investments September 2006 - September 2010
Delaware Investments June 2005 - September 2006
Skills
Portfolio Management, Mutual Funds, Fixed Income, Bonds, Equities, Bloomberg, Asset Managment, Securities, Investments, Series 7, Wealth Management, Series 63, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Separately Managed...
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Marketing
Arizona State University - W. P. Carey School of Business 2001 — 2005
Marketing, Marketing
Yaman Tasdivar's Delaware Investments, a member of the Macquarie Group Experience May 2013 - Present
Job Strategy Associate at Delaware Investments, a member of the Macquarie Group
Industry Investment Banking
Experience
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Curtis Financial Group June 2010 - May 2013
Scient'x USA March 2009 - June 2010
Ernst & Young LLP May 2007 - January 2009
Student Managed Investment Portfolio (SMIP) January 2006 - December 2006
Ernst & Young LLP May 2006 - August 2006
Skills
Mergers, Valuation, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Investment Banking, Forecasting, Finance, Strategy
Education
University of Virginia 2007 — 2008
Master's, Accounting
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Economics
Robert College 1996 — 2003
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Curtis Financial Group June 2010 - May 2013
Scient'x USA March 2009 - June 2010
Ernst & Young LLP May 2007 - January 2009
Student Managed Investment Portfolio (SMIP) January 2006 - December 2006
Ernst & Young LLP May 2006 - August 2006
Skills
Mergers, Valuation, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Investment Banking, Forecasting, Finance, Strategy
Education
University of Virginia 2007 — 2008
Master's, Accounting
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Economics
Robert College 1996 — 2003
Drew McEvoy's Delaware Investments, a member of the Macquarie Group Experience July 2011 - Present
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group July 2011 - Present
Delaware Investments October 2004 - August 2011
PFPC, Inc. April 2002 - September 2004
BearingPoint November 2000 - March 2002
Skills
Mutual Funds, Asset Managment, Investments, Trading Systems, Project Management, Business Analysis, Risk Management, Financial Services, Vendor Management, Leadership, Strategic Planning
Education
Bucknell University
Delaware Investments, a member of the Macquarie Group July 2011 - Present
Delaware Investments October 2004 - August 2011
PFPC, Inc. April 2002 - September 2004
BearingPoint November 2000 - March 2002
Skills
Mutual Funds, Asset Managment, Investments, Trading Systems, Project Management, Business Analysis, Risk Management, Financial Services, Vendor Management, Leadership, Strategic Planning
Education
Bucknell University
Stacey Mitsinicos's Delaware Investments, a member of the Macquarie Group Experience March 1998 - April 2004
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2010 - October 2013
Vanguard January 2007 - July 2010
Vanguard September 2004 - January 2007
Delaware Investments May 2004 - September 2004
Delaware Investments, a member of the Macquarie Group March 1998 - April 2004
Skills
Data Analysis, Relationship Management, Retirement, Management
Education
Juniata College 1991 — 1995
Bachelor of Science, Business Administration
Vanguard October 2013 - Present
Vanguard July 2010 - October 2013
Vanguard January 2007 - July 2010
Vanguard September 2004 - January 2007
Delaware Investments May 2004 - September 2004
Delaware Investments, a member of the Macquarie Group March 1998 - April 2004
Skills
Data Analysis, Relationship Management, Retirement, Management
Education
Juniata College 1991 — 1995
Bachelor of Science, Business Administration
Jeff Covell, CFA's Delaware Investments, a member of the Macquarie Group Experience September 2002 - April 2005
Job Area Senior Vice President and Area Assistant Director at Institutional Investment & Fiduciary Services at AJG
Industry Investment Management
Experience
Institutional Investment & Fiduciary Services at AJG March 2008 - Present
Fairfax County Retirement Agency January 2007 - March 2008
Independent Fiduciary Services March 2005 - January 2007
Delaware Investments, a member of the Macquarie Group September 2002 - April 2005
Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Pension Funds, Research, Risk Management, Dynamic Asset Allocation
Education
The Johns Hopkins University - Carey Business School 2008 — 2011
Master of Science, Finance
Kutztown University of Pennsylvania 1998 — 2002
Bachelors, Finance
Institutional Investment & Fiduciary Services at AJG March 2008 - Present
Fairfax County Retirement Agency January 2007 - March 2008
Independent Fiduciary Services March 2005 - January 2007
Delaware Investments, a member of the Macquarie Group September 2002 - April 2005
Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Pension Funds, Research, Risk Management, Dynamic Asset Allocation
Education
The Johns Hopkins University - Carey Business School 2008 — 2011
Master of Science, Finance
Kutztown University of Pennsylvania 1998 — 2002
Bachelors, Finance
Kyle R. Pietila's Delaware Investments, a member of the Macquarie Group Experience June 2010 - August 2010
Job ABS Trader at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets April 2014 - Present
4086 Advisors May 2011 - April 2014
Delaware Investments, a member of the Macquarie Group June 2010 - August 2010
Chicago Mercantile Exchange June 2008 - August 2009
Commercial Defeasance July 2006 - February 2008
Education
Alma College
Bachelor of Arts
University of Illinois at Urbana-Champaign - College of Business
MBA
RBC Capital Markets April 2014 - Present
4086 Advisors May 2011 - April 2014
Delaware Investments, a member of the Macquarie Group June 2010 - August 2010
Chicago Mercantile Exchange June 2008 - August 2009
Commercial Defeasance July 2006 - February 2008
Education
Alma College
Bachelor of Arts
University of Illinois at Urbana-Champaign - College of Business
MBA
James Blake's Delaware Investments, a member of the Macquarie Group Experience August 2001 - April 2011
Job
Industry Financial Services
Experience
Macquarie Capital Investment Management LLC April 2011 - September 2014
Macquarie Infrastructure and Real Assets Inc. August 2011 - July 2014
Macquarie Infrastructure Partners Inc. August 2011 - July 2014
Delaware Investments, a member of the Macquarie Group August 2001 - April 2011
Loomis Sayles & Company, L.P. June 1998 - July 2001
Scudder Kemper Investments, Inc. April 1997 - June 1998
Chase Global Funds Service Company February 1992 - March 1997
John Hancock Advisors, Inc. December 1989 - January 1992
State Street Bank and Trust March 1987 - December 1989
Skills
Equities, Bloomberg, Investments, Fixed Income, Mutual Funds
Education
Clarkson University 1986 — 1986
MBA, Finance/Economics
State University of New York College at Potsdam 1981 — 1985
BA, Economics
Macquarie Capital Investment Management LLC April 2011 - September 2014
Macquarie Infrastructure and Real Assets Inc. August 2011 - July 2014
Macquarie Infrastructure Partners Inc. August 2011 - July 2014
Delaware Investments, a member of the Macquarie Group August 2001 - April 2011
Loomis Sayles & Company, L.P. June 1998 - July 2001
Scudder Kemper Investments, Inc. April 1997 - June 1998
Chase Global Funds Service Company February 1992 - March 1997
John Hancock Advisors, Inc. December 1989 - January 1992
State Street Bank and Trust March 1987 - December 1989
Skills
Equities, Bloomberg, Investments, Fixed Income, Mutual Funds
Education
Clarkson University 1986 — 1986
MBA, Finance/Economics
State University of New York College at Potsdam 1981 — 1985
BA, Economics
Anthony DeVicaris's Delaware Investments, a member of the Macquarie Group Experience July 1998 - June 2003
Job Senior Director Institutional Markets at AEGON USA Investment Management, LLC
Industry Financial Services
Experience
AEGON USA Investment Management, LLC July 2012 - Present
Bennett Lawrence Management, LLC November 2011 - July 2012
PENN Capital Management June 2003 - December 2011
Delaware Investments, a member of the Macquarie Group July 1998 - June 2003
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Financial Analysis, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63
Education
Kutztown University of Pennsylvania 1993 — 1998
BSBA, Finance
AEGON USA Investment Management, LLC July 2012 - Present
Bennett Lawrence Management, LLC November 2011 - July 2012
PENN Capital Management June 2003 - December 2011
Delaware Investments, a member of the Macquarie Group July 1998 - June 2003
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Financial Analysis, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63
Education
Kutztown University of Pennsylvania 1993 — 1998
BSBA, Finance
Brett Floyd's Delaware Investments, a member of the Macquarie Group Experience February 2011 - February 2014
Job Regional Director at Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Julie Boliver's Delaware Investments, a member of the Macquarie Group Experience May 2008 - Present
Job Regional Director Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2008 - Present
Evergreen Investments (purchased by Wells Fargo Investments) January 2001 - September 2007
Phoenix Investment Partners (Now Virtus Investments) 1996 - 1999
Related Capital Corporation, a member of The Related Companies 1984 - 1996
Gerard F. Doherty, Esq., Housing Dynamics 1980 - 1985
Skills
Investments, Integration of Social..., Customized Marketing...
Education
Harvard University Graduate School of Design
Course in Historic Preservation, Adaptive Reuse of Real Estate Properties
Lasell College
Delaware Investments, a member of the Macquarie Group May 2008 - Present
Evergreen Investments (purchased by Wells Fargo Investments) January 2001 - September 2007
Phoenix Investment Partners (Now Virtus Investments) 1996 - 1999
Related Capital Corporation, a member of The Related Companies 1984 - 1996
Gerard F. Doherty, Esq., Housing Dynamics 1980 - 1985
Skills
Investments, Integration of Social..., Customized Marketing...
Education
Harvard University Graduate School of Design
Course in Historic Preservation, Adaptive Reuse of Real Estate Properties
Lasell College
Scott Sisson's Delaware Investments, a member of the Macquarie Group Experience April 1992 - September 2000
Job VP Application Development Manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company September 2000 - Present
Delaware Investments, a member of the Macquarie Group April 1992 - September 2000
Skills
C#, Business Analysis, Integration, SharePoint, Software Development, Asset Managment, SQL, Consulting, Mutual Funds, Investments, Fixed Income, Portfolio Management, Management, Equities, Investment Management, Visual Studio, Microsoft SQL Server
Education
Drexel University - LeBow College of Business 1988 — 1992
MBA, Financial Management
Lafayette College 1980 — 1984
BA, Economics & Business/Computer Sci
Glenmede Trust Company September 2000 - Present
Delaware Investments, a member of the Macquarie Group April 1992 - September 2000
Skills
C#, Business Analysis, Integration, SharePoint, Software Development, Asset Managment, SQL, Consulting, Mutual Funds, Investments, Fixed Income, Portfolio Management, Management, Equities, Investment Management, Visual Studio, Microsoft SQL Server
Education
Drexel University - LeBow College of Business 1988 — 1992
MBA, Financial Management
Lafayette College 1980 — 1984
BA, Economics & Business/Computer Sci
Anthony Palma's Delaware Investments, a member of the Macquarie Group Experience January 2007 - March 2008
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2008 - Present
US Air Force Reserve January 2005 - Present
Delaware Investments, a member of the Macquarie Group January 2007 - March 2008
Skills
Sales, Customer Service, Training, Budget Monitoring, Logistics, Financial Services, Series 6, Logistics Management, Military Logistics, Marketing, Insurance, Management, Series 63, Fixed Annuities, Investments, 401k, Retirement Planning, Finance, Life Insurance, Variable Annuities, Budget Process, Human Resources, Organizational..., Strategic Communications, Employee Training, Transformational..., Project Management, Sales Operations, Budgets
Education
United States Air Force Senior Non-Commissioned Officer Academy 2014 — 2014
Professional Military Education, Military Operational Art and Science/Studies, Distinguished Graduate
Community College of the Air Force 2005 — 2014
Associate's Degree, Transportatrion/ Logistics
Community College of Philadelphia 2009 — 2011
International Studies, Business, History, Language
Prudential Financial April 2008 - Present
US Air Force Reserve January 2005 - Present
Delaware Investments, a member of the Macquarie Group January 2007 - March 2008
Skills
Sales, Customer Service, Training, Budget Monitoring, Logistics, Financial Services, Series 6, Logistics Management, Military Logistics, Marketing, Insurance, Management, Series 63, Fixed Annuities, Investments, 401k, Retirement Planning, Finance, Life Insurance, Variable Annuities, Budget Process, Human Resources, Organizational..., Strategic Communications, Employee Training, Transformational..., Project Management, Sales Operations, Budgets
Education
United States Air Force Senior Non-Commissioned Officer Academy 2014 — 2014
Professional Military Education, Military Operational Art and Science/Studies, Distinguished Graduate
Community College of the Air Force 2005 — 2014
Associate's Degree, Transportatrion/ Logistics
Community College of Philadelphia 2009 — 2011
International Studies, Business, History, Language
Kimberly Reddy's Delaware Investments, a member of the Macquarie Group Experience January 2011 - Present
Job RFP Specialist at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group January 2011 - Present
Delaware Investments June 2008 - December 2010
Delaware Investments November 2007 - June 2008
Drexel University September 2005 - October 2007
Skills
Series 7, Investments, Series 63, Quality Assurance, Mutual Funds, Financial Services, Microsoft Excel, Microsoft Office
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration; Marketing
Delaware Investments, a member of the Macquarie Group January 2011 - Present
Delaware Investments June 2008 - December 2010
Delaware Investments November 2007 - June 2008
Drexel University September 2005 - October 2007
Skills
Series 7, Investments, Series 63, Quality Assurance, Mutual Funds, Financial Services, Microsoft Excel, Microsoft Office
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration; Marketing
Iris (Libohova) Kelly's Delaware Investments, a member of the Macquarie Group Experience April 2013 - December 2013
Job Manager
Industry Financial Services
Experience
Cipperman Compliance Services, LLC February 2015 - Present
Brandywine Global Investment Management January 2014 - February 2015
Delaware Investments, a member of the Macquarie Group April 2013 - December 2013
Delaware Investments, a member of the Macquarie Group May 2008 - April 2013
Skills
Accounting, Financial Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Financial Modeling, Finance, Bloomberg, Cash Flow, Account Reconciliation, Securities, Strategic Financial..., Pivot Tables, Corporate Finance, Investments, Mergers & Acquisitions, Internal Controls, Equities, Fixed Income, Auditing, Valuation, Financial Services, Asset Allocation, Asset Management, Data Analysis, Risk Management, VBA, Due Diligence, Derivatives, Managerial Finance, Alternative Investments, Business Analysis, Variance Analysis, Budgets, SAP, Business Process..., Capital Budgeting, Financial Statements, Hedge Funds, Trading, Private Equity, Cash Management, Financial Risk, Investment Management, SEC filings, Analysis, Microsoft Excel, Internal Audit, Series 7, Access
Education
Drexel University 2008 — 2011
Master of Business Administration (MBA), Financial Management
Drexel University 2004 — 2007
BSBA, International Business
Drexel University 2004 — 2007
BA of Science, Economics
Cipperman Compliance Services, LLC February 2015 - Present
Brandywine Global Investment Management January 2014 - February 2015
Delaware Investments, a member of the Macquarie Group April 2013 - December 2013
Delaware Investments, a member of the Macquarie Group May 2008 - April 2013
Skills
Accounting, Financial Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Financial Modeling, Finance, Bloomberg, Cash Flow, Account Reconciliation, Securities, Strategic Financial..., Pivot Tables, Corporate Finance, Investments, Mergers & Acquisitions, Internal Controls, Equities, Fixed Income, Auditing, Valuation, Financial Services, Asset Allocation, Asset Management, Data Analysis, Risk Management, VBA, Due Diligence, Derivatives, Managerial Finance, Alternative Investments, Business Analysis, Variance Analysis, Budgets, SAP, Business Process..., Capital Budgeting, Financial Statements, Hedge Funds, Trading, Private Equity, Cash Management, Financial Risk, Investment Management, SEC filings, Analysis, Microsoft Excel, Internal Audit, Series 7, Access
Education
Drexel University 2008 — 2011
Master of Business Administration (MBA), Financial Management
Drexel University 2004 — 2007
BSBA, International Business
Drexel University 2004 — 2007
BA of Science, Economics
Jordan Taflin's Delaware Investments, a member of the Macquarie Group Experience September 2008 - July 2013
Job Manager of Project Management Office at Continuum Health Alliance
Industry Hospital & Health Care
Experience
Continuum Health Alliance January 2015 - Present
Continuum Health Alliance July 2013 - December 2014
Delaware Investments, a member of the Macquarie Group September 2008 - July 2013
Lincoln Financial Group August 2007 - August 2008
Skills
Project Management, Analysis, Business Analysis, Disaster Recovery, Financial Services, Finance, Integration, Process Improvement, Risk Management, Insurance, Relationship Management, Asset Managment, Mutual Funds, Asset Management, PMP, Wealth Management, Series 63, Healthcare Management, Healthcare Information..., Cross-functional Team..., Management, Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Management, Entrepreneurship
Continuum Health Alliance January 2015 - Present
Continuum Health Alliance July 2013 - December 2014
Delaware Investments, a member of the Macquarie Group September 2008 - July 2013
Lincoln Financial Group August 2007 - August 2008
Skills
Project Management, Analysis, Business Analysis, Disaster Recovery, Financial Services, Finance, Integration, Process Improvement, Risk Management, Insurance, Relationship Management, Asset Managment, Mutual Funds, Asset Management, PMP, Wealth Management, Series 63, Healthcare Management, Healthcare Information..., Cross-functional Team..., Management, Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Management, Entrepreneurship
Steven Landis's Delaware Investments, a member of the Macquarie Group Experience May 2013 - Present
Job Vice President, Portffolio Manager, Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Skills
Emerging Markets, Portfolio Management, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Management, Derivatives, Hedge Funds, Investments, Investment Banking, Asset Allocation, Securities, Mutual Funds, Asset Managment, Investment Management, Valuation
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Beloit College 1973 — 1976
BA, Economics
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Skills
Emerging Markets, Portfolio Management, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Management, Derivatives, Hedge Funds, Investments, Investment Banking, Asset Allocation, Securities, Mutual Funds, Asset Managment, Investment Management, Valuation
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Beloit College 1973 — 1976
BA, Economics
Jim Hinkley's Delaware Investments, a member of the Macquarie Group Experience June 2010 - Present
Job Senior Vice President / Head of Product Management at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group June 2010 - Present
Delaware Investments, a member of the Macquarie Group August 2005 - June 2010
Morgan Stanley (Smith Barney Consulting Group) September 2001 - August 2005
Morgan Stanley (Smith Barney Consulting Group) January 1997 - September 2001
Morgan Stanley (Smith Barney Consulting Group) May 1995 - January 1997
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, ETFs, Hedge Funds, Series 7, FINRA, Series 63, Investment Management, Securities, Separately Managed...
Education
Drexel University
Master of Business Administration (M.B.A.), Investment Management
University of Delaware
Bachelor's Degree, Accounting
Delaware Investments, a member of the Macquarie Group June 2010 - Present
Delaware Investments, a member of the Macquarie Group August 2005 - June 2010
Morgan Stanley (Smith Barney Consulting Group) September 2001 - August 2005
Morgan Stanley (Smith Barney Consulting Group) January 1997 - September 2001
Morgan Stanley (Smith Barney Consulting Group) May 1995 - January 1997
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, ETFs, Hedge Funds, Series 7, FINRA, Series 63, Investment Management, Securities, Separately Managed...
Education
Drexel University
Master of Business Administration (M.B.A.), Investment Management
University of Delaware
Bachelor's Degree, Accounting
Alexandra Parson's Delaware Investments, a member of the Macquarie Group Experience March 2003 - Present
Job VP Institutional Client Service at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group March 2003 - Present
Delaware Investments September 2000 - March 2003
Skills
Client Services, Financial Services, Asset Management, Mutual Funds, Securities, Insurance, Business Relationship..., Creative Solutions, CRM
Education
Butler University 1997 — 2000
MBA, Finance
Grinnell College 1992 — 1996
BS, Anthropology
Delaware Investments, a member of the Macquarie Group March 2003 - Present
Delaware Investments September 2000 - March 2003
Skills
Client Services, Financial Services, Asset Management, Mutual Funds, Securities, Insurance, Business Relationship..., Creative Solutions, CRM
Education
Butler University 1997 — 2000
MBA, Finance
Grinnell College 1992 — 1996
BS, Anthropology
Sean Pronger's Delaware Investments, a member of the Macquarie Group Experience August 2012 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group August 2012 - Present
ING Investment Management July 2007 - August 2012
National Hockey League September 1994 - April 2005
Education
Bowling Green State University 1990 — 1994
BA, Business
Delaware Investments, a member of the Macquarie Group August 2012 - Present
ING Investment Management July 2007 - August 2012
National Hockey League September 1994 - April 2005
Education
Bowling Green State University 1990 — 1994
BA, Business
Michael G Murphy's Delaware Investments, a member of the Macquarie Group Experience 1997 - 1998
Job Director of Sales at Midwood Financial Services
Industry Financial Services
Experience
Midwood Financial Services June 2009 - Present
Security Benefit April 2007 - January 2009
Hanlon Investment Management January 2004 - April 2007
AFBA Five Star Funds October 2002 - December 2003
SunAmerica October 1998 - October 2002
Delaware Investments, a member of the Macquarie Group 1997 - 1998
Various January 1991 - October 1997
Skills
Mutual Funds, Retirement, Sales, Financial Services, Series 63, Series 7, Series 24, Licensed Life & Health..., Retirement Planning, Fixed Annuities, 401k, Variable Annuities, Asset Allocation, Investment Advisory, Investments, Securities, Financial Advisory, Wholesale, Relationship Management, IRAs, Wealth Management, Alternative Investments, Series 6
Education
Rider University 1988 — 1990
BS, Marketing/Finance
Green Mountain College 1986 — 1988
Accounting and Finance
Mainland Regional 1982 — 1986
Midwood Financial Services June 2009 - Present
Security Benefit April 2007 - January 2009
Hanlon Investment Management January 2004 - April 2007
AFBA Five Star Funds October 2002 - December 2003
SunAmerica October 1998 - October 2002
Delaware Investments, a member of the Macquarie Group 1997 - 1998
Various January 1991 - October 1997
Skills
Mutual Funds, Retirement, Sales, Financial Services, Series 63, Series 7, Series 24, Licensed Life & Health..., Retirement Planning, Fixed Annuities, 401k, Variable Annuities, Asset Allocation, Investment Advisory, Investments, Securities, Financial Advisory, Wholesale, Relationship Management, IRAs, Wealth Management, Alternative Investments, Series 6
Education
Rider University 1988 — 1990
BS, Marketing/Finance
Green Mountain College 1986 — 1988
Accounting and Finance
Mainland Regional 1982 — 1986
Jeff Davison's Delaware Investments, a member of the Macquarie Group Experience February 2007 - September 2011
Job Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
Court West's Delaware Investments, a member of the Macquarie Group Experience October 1993 - February 2002
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Nael Wahaidi's Delaware Investments, a member of the Macquarie Group Experience 2006 - Present
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group 2006 - Present
4086 Advisors 2003 - 2006
4086 Advisors 1998 - 2003
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Bloomberg, Asset Managment, Trading, Hedge Funds, Equities, Capital Markets, Financial Modeling, Derivatives, Securities, Valuation, Asset Management, Alternative Investments
Education
Indiana Wesleyan University 2003 — 2005
Master, Business Administration
University of Iowa 1994 — 1997
B.S.E., Biomedical Engineering
Delaware Investments, a member of the Macquarie Group 2006 - Present
4086 Advisors 2003 - 2006
4086 Advisors 1998 - 2003
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Bloomberg, Asset Managment, Trading, Hedge Funds, Equities, Capital Markets, Financial Modeling, Derivatives, Securities, Valuation, Asset Management, Alternative Investments
Education
Indiana Wesleyan University 2003 — 2005
Master, Business Administration
University of Iowa 1994 — 1997
B.S.E., Biomedical Engineering
Tara Tuttle's Delaware Investments, a member of the Macquarie Group Experience June 2010 - July 2011
Job Call Center Analyst Senior
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
BNY Mellon November 2012 - March 2014
BNY Mellon July 2011 - November 2012
Delaware Investments, a member of the Macquarie Group June 2010 - July 2011
AstaTech, Inc. July 2009 - May 2010
Skills
Business Analysis, CRM, Call Centers, Business Development, Competitive Analysis, Customer Service, Data Analysis, Market Research, Marketing, Microsoft Office, Portfolio Management, Process Improvement, Project Management, Relationship Management, Sales Process, Strategic Partnerships, Salesforce.com, Strategic Planning
Education
DeSales University 2007 — 2009
B.S., Pharmaceutical Marketing
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
BNY Mellon November 2012 - March 2014
BNY Mellon July 2011 - November 2012
Delaware Investments, a member of the Macquarie Group June 2010 - July 2011
AstaTech, Inc. July 2009 - May 2010
Skills
Business Analysis, CRM, Call Centers, Business Development, Competitive Analysis, Customer Service, Data Analysis, Market Research, Marketing, Microsoft Office, Portfolio Management, Process Improvement, Project Management, Relationship Management, Sales Process, Strategic Partnerships, Salesforce.com, Strategic Planning
Education
DeSales University 2007 — 2009
B.S., Pharmaceutical Marketing
Babak Zenouzi's Delaware Investments, a member of the Macquarie Group Experience May 2006 - Present
Job Portfolio Manager at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2006 - Present
Chartwell Investment Partners December 1999 - April 2006
Skills
Investments, Mutual Funds, Asset Managment, Relationship Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Portfolio Management
Education
Boston College 1991 — 1992
Master of Science (MS), Finance, General
Babson College 1981 — 1985
Delaware Investments, a member of the Macquarie Group May 2006 - Present
Chartwell Investment Partners December 1999 - April 2006
Skills
Investments, Mutual Funds, Asset Managment, Relationship Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Portfolio Management
Education
Boston College 1991 — 1992
Master of Science (MS), Finance, General
Babson College 1981 — 1985
Christine Constantinou's Delaware Investments, a member of the Macquarie Group Experience June 1999 - June 2004
Job Academic Advisor at Camden County College
Industry Higher Education
Experience
Camden County College November 2009 - Present
Delaware Investments, a member of the Macquarie Group June 1999 - June 2004
Education
Drexel University - LeBow College of Business 1988 — 1989
MBA, Finance
Camden County College November 2009 - Present
Delaware Investments, a member of the Macquarie Group June 1999 - June 2004
Education
Drexel University - LeBow College of Business 1988 — 1989
MBA, Finance
Victoria Lepore's Delaware Investments, a member of the Macquarie Group Experience February 2008 - July 2011
Job 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 February 2008 - July 2011
Skills
Mutual Funds, Series 63, Project Management, Customer Service
Education
Arcadia University 2003 — 2005
Communications
St. Hubert's High School 1999 — 2003
Diploma
Penn State University
Delaware Investments September 2013 - Present
BNY Mellon July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group February 2008 - July 2011
Skills
Mutual Funds, Series 63, Project Management, Customer Service
Education
Arcadia University 2003 — 2005
Communications
St. Hubert's High School 1999 — 2003
Diploma
Penn State University
Andrew Miller, CFA, CFP®'s Delaware Investments, a member of the Macquarie Group Experience 2004 - 2007
Job Chief Investment Officer at Miller Financial Management, LLC
Industry Investment Management
Experience
Miller Financial Management, LLC January 2014 - Present
Miller Financial Financial Management, LLC October 2007 - December 2013
Delaware Investments, a member of the Macquarie Group 2004 - 2007
Education
Indiana University Bloomington 2000 — 2004
Bachelor, Finance
Miller Financial Management, LLC January 2014 - Present
Miller Financial Financial Management, LLC October 2007 - December 2013
Delaware Investments, a member of the Macquarie Group 2004 - 2007
Education
Indiana University Bloomington 2000 — 2004
Bachelor, Finance
Justin J. Eltz, CFA's Delaware Investments, a member of the Macquarie Group Experience March 2004 - September 2004
Job Corporate Finance at Comcast
Industry Capital Markets
Experience
Comcast August 2011 - Present
Hirtle, Callaghan & Co. March 2005 - August 2011
Delaware Investments, a member of the Macquarie Group March 2004 - September 2004
Skills
Private Equity, Portfolio Management, Asset Managment, Financial Modeling, Investments, Financial Services, Equities, Finance, Due Diligence, Financial Analysis, Asset Allocation, Venture Capital, Investment Strategies, Corporate Finance, Risk Management, Investment Management, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Mutual Funds, Investment Banking, Capital Markets, Economics, Wealth Management, Equity Research, Asset Management, Financial Markets, Trading, Securities, Emerging Markets, Project Finance, Fund Of Funds, Mergers & Acquisitions, Investment Advisory, Treasury, Corporate Development
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration, Finance
CFA Institute
Comcast August 2011 - Present
Hirtle, Callaghan & Co. March 2005 - August 2011
Delaware Investments, a member of the Macquarie Group March 2004 - September 2004
Skills
Private Equity, Portfolio Management, Asset Managment, Financial Modeling, Investments, Financial Services, Equities, Finance, Due Diligence, Financial Analysis, Asset Allocation, Venture Capital, Investment Strategies, Corporate Finance, Risk Management, Investment Management, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Mutual Funds, Investment Banking, Capital Markets, Economics, Wealth Management, Equity Research, Asset Management, Financial Markets, Trading, Securities, Emerging Markets, Project Finance, Fund Of Funds, Mergers & Acquisitions, Investment Advisory, Treasury, Corporate Development
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration, Finance
CFA Institute
John Jares, CFA's Delaware Investments, a member of the Macquarie Group Experience February 2000 - November 2001
Job Investment Management Professional
Industry Investment Management
Experience
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
Karthik Ravichander's Delaware Investments, a member of the Macquarie Group Experience June 2010 - September 2010
Job Business Development Executive
Industry Financial Services
Experience
Axletree Solutions, Inc. 2014 - Present
J.P. Morgan April 2011 - September 2011
Delaware Investments, a member of the Macquarie Group June 2010 - September 2010
Drexel University November 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Visio, Budget Management, Financial Forecasting, Business Process..., Negotiation, Risk Management, SQL, VBA, Project Management
Education
Drexel University 2008 — 2013
Bachelor of Science
Bishop Cotton Boys' School
Axletree Solutions, Inc. 2014 - Present
J.P. Morgan April 2011 - September 2011
Delaware Investments, a member of the Macquarie Group June 2010 - September 2010
Drexel University November 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Visio, Budget Management, Financial Forecasting, Business Process..., Negotiation, Risk Management, SQL, VBA, Project Management
Education
Drexel University 2008 — 2013
Bachelor of Science
Bishop Cotton Boys' School
Edward (Ted) Richardson's Delaware Investments, a member of the Macquarie Group Experience January 2011 - November 2014
Job Equity Analyst at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Bruce DiMarco's Delaware Investments, a member of the Macquarie Group Experience May 1999 - June 2001
Job Senior Financial Executive
Industry Accounting
Experience
Stoltz Management March 2013 - Present
Airgas March 2009 - February 2013
Merrill Lynch March 2007 - January 2009
Wawa, Inc. June 2005 - March 2007
Sunoco August 2003 - June 2005
Hercules November 2001 - December 2002
Delaware Investments, a member of the Macquarie Group May 1999 - June 2001
CIGNA August 1990 - January 1999
CIGNA August 1988 - August 1990
CIGNA February 1980 - August 1988
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Financial Modeling, Auditing, Sarbanes-Oxley Act, SAP, General Ledger, Account Reconciliation, Analysis, Variance Analysis, Budgets, Accounts Payable, Cost Accounting, Cash Flow, Strategic Financial..., Strategy, Process Improvement, Due Diligence, Corporate Finance, Fixed Assets, Tax, Banking, Management, SEC filings, Managerial Finance, Capital Budgeting, GAAP, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Planning
Education
Drexel University - LeBow College of Business 1977 — 1978
MBA, Financial Management
Villanova University 1973 — 1977
BS, Accounting
Stoltz Management March 2013 - Present
Airgas March 2009 - February 2013
Merrill Lynch March 2007 - January 2009
Wawa, Inc. June 2005 - March 2007
Sunoco August 2003 - June 2005
Hercules November 2001 - December 2002
Delaware Investments, a member of the Macquarie Group May 1999 - June 2001
CIGNA August 1990 - January 1999
CIGNA August 1988 - August 1990
CIGNA February 1980 - August 1988
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Financial Modeling, Auditing, Sarbanes-Oxley Act, SAP, General Ledger, Account Reconciliation, Analysis, Variance Analysis, Budgets, Accounts Payable, Cost Accounting, Cash Flow, Strategic Financial..., Strategy, Process Improvement, Due Diligence, Corporate Finance, Fixed Assets, Tax, Banking, Management, SEC filings, Managerial Finance, Capital Budgeting, GAAP, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Planning
Education
Drexel University - LeBow College of Business 1977 — 1978
MBA, Financial Management
Villanova University 1973 — 1977
BS, Accounting
John Thyberg's Delaware Investments, a member of the Macquarie Group Experience 2011 - 2013
Job Financial Planning Solutions | Lincoln Financial Distributors
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group 2011 - 2013
Delaware Investments, a member of the Macquarie Group 2010 - 2011
Delaware Investments, a Lincoln Financial Group member 2008 - 2010
Delaware Investments, a Lincoln Financial Group member 2008 - 2008
Brookwood Camps 2005 - 2005
Skills
Sales Management, Relationship Management, Asset Management, Mutual Funds, Variable Annuities, Online Marketing, Indexed Annuities, Marketing Strategy, Digital Marketing, Equity Indexed Annuities, Fixed Annuities, Marketing Communications, Social Media, Email Marketing, PowerPoint, Financial Analysis, Investments, Advertising, Business Analysis, Strategic Planning, Teamwork, Marketing, Adobe Creative Suite, Digital Strategy, Series 7, Series 63, Coaching, Finance, Brand Developement, Analysis, Team Building, Client Services, Equities, Fixed Income, Social Media Marketing, Excel, Team Management, Brand Management, Sales Process, Retirement Planning, Retirement Plan...
Education
Villanova University 2003 — 2007
B.A.
Beijing Language and Culture University 2007 — 2007
Minor
LaSalle College High School 1999 — 2003
Delaware Investments, a member of the Macquarie Group 2011 - 2013
Delaware Investments, a member of the Macquarie Group 2010 - 2011
Delaware Investments, a Lincoln Financial Group member 2008 - 2010
Delaware Investments, a Lincoln Financial Group member 2008 - 2008
Brookwood Camps 2005 - 2005
Skills
Sales Management, Relationship Management, Asset Management, Mutual Funds, Variable Annuities, Online Marketing, Indexed Annuities, Marketing Strategy, Digital Marketing, Equity Indexed Annuities, Fixed Annuities, Marketing Communications, Social Media, Email Marketing, PowerPoint, Financial Analysis, Investments, Advertising, Business Analysis, Strategic Planning, Teamwork, Marketing, Adobe Creative Suite, Digital Strategy, Series 7, Series 63, Coaching, Finance, Brand Developement, Analysis, Team Building, Client Services, Equities, Fixed Income, Social Media Marketing, Excel, Team Management, Brand Management, Sales Process, Retirement Planning, Retirement Plan...
Education
Villanova University 2003 — 2007
B.A.
Beijing Language and Culture University 2007 — 2007
Minor
LaSalle College High School 1999 — 2003
Jill Norelli Lubold's Delaware Investments, a member of the Macquarie Group Experience October 2012 - Present
Job Operational Risk Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Ernst & Young September 2005 - October 2012
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Accounting, Dance
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Ernst & Young September 2005 - October 2012
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Accounting, Dance
Sam Burwell, CFA's Delaware Investments, a member of the Macquarie Group Experience May 2011 - November 2011
Job Vice President at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Peggy Weinman's Delaware Investments, a member of the Macquarie Group Experience August 1986 - August 2004
Job Senior Retirement Plan Specialist at Ascensus
Industry Financial Services
Experience
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group August 1986 - August 2004
Fund Plan Services August 1982 - August 1986
Skills
Financial Services, 401k, Retirement, Mutual Funds, Retirement Planning, Securities, ERISA, Risk Management, Employee Benefits, Customer Service, Financial Reporting, Process Improvement, Microsoft Excel, Business Analysis, Project Management, Microsoft Office, Insurance, Relationship Management, Pensions, Retirement Plan..., Qualified Retirement..., IRAs, 401k Rollovers, Defined Benefit, Uniform Combined State..., Separately Managed..., FINRA, Series 65, Series 7, Defined Contribution, Asset Allocation, Variable Annuities, Roth IRA, Profit Sharing, Investment Advisory, 403 b, 457 Plans
Education
Art Institute of Philadelphia 1999 — 2001
Associate of Science (AS), Culinary Arts/Chef Training
Drexel University - College of Business and Administration
Business Administration, Management and Operations
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group August 1986 - August 2004
Fund Plan Services August 1982 - August 1986
Skills
Financial Services, 401k, Retirement, Mutual Funds, Retirement Planning, Securities, ERISA, Risk Management, Employee Benefits, Customer Service, Financial Reporting, Process Improvement, Microsoft Excel, Business Analysis, Project Management, Microsoft Office, Insurance, Relationship Management, Pensions, Retirement Plan..., Qualified Retirement..., IRAs, 401k Rollovers, Defined Benefit, Uniform Combined State..., Separately Managed..., FINRA, Series 65, Series 7, Defined Contribution, Asset Allocation, Variable Annuities, Roth IRA, Profit Sharing, Investment Advisory, 403 b, 457 Plans
Education
Art Institute of Philadelphia 1999 — 2001
Associate of Science (AS), Culinary Arts/Chef Training
Drexel University - College of Business and Administration
Business Administration, Management and Operations
Molly Graham Chamberlain's Delaware Investments, a member of the Macquarie Group Experience May 1998 - Present
Job AVP/Legal Services at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 1998 - Present
PFPC January 1998 - May 1998
Rodney Square Management Corporation December 1993 - December 1997
Windon Capital Management 1987 - 1991
Education
Temple University - Fox School of Business and Management 1988 — 1992
MBA, Finance
Indiana University of Pennsylvania 1973 — 1977
BA, Criminology/Sociology
Delaware Investments, a member of the Macquarie Group May 1998 - Present
PFPC January 1998 - May 1998
Rodney Square Management Corporation December 1993 - December 1997
Windon Capital Management 1987 - 1991
Education
Temple University - Fox School of Business and Management 1988 — 1992
MBA, Finance
Indiana University of Pennsylvania 1973 — 1977
BA, Criminology/Sociology
Christian Peralta's Delaware Investments, a member of the Macquarie Group Experience September 2008 - March 2009
Job Pricing Analyst
Industry Maritime
Experience
UASC May 2013 - Present
UASC April 2010 - April 2013
Fairleigh Dickinson University September 2010 - June 2012
Delaware Investments, a member of the Macquarie Group September 2008 - March 2009
Delaware Investments, a member of the Macquarie Group September 2007 - March 2008
American Brokerage Services September 2006 - March 2007
Education
Drexel University
BSBA
Fairleigh Dickinson University
MBA
UASC May 2013 - Present
UASC April 2010 - April 2013
Fairleigh Dickinson University September 2010 - June 2012
Delaware Investments, a member of the Macquarie Group September 2008 - March 2009
Delaware Investments, a member of the Macquarie Group September 2007 - March 2008
American Brokerage Services September 2006 - March 2007
Education
Drexel University
BSBA
Fairleigh Dickinson University
MBA
Alex Slavutsky's Delaware Investments, a member of the Macquarie Group Experience May 2009 - Present
Job IT Operations Manager at Delaware Investments/Macquarie
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2009 - Present
Lincoln Financial Group - Delaware Investments July 2005 - May 2009
Delaware Investments September 1991 - August 2005
Thosani Inc. June 1988 - September 1991
Skills
Incident Management, Change Management, Operational Risk..., Team Management, Business Recovery..., Actuate Reporting, SQL, SharePoint, COBOL, CPG, RPG II, Sybase, Microsoft SQL Server, IBM Mainframe, JCL, SDLC, Leadership, Integration, Disaster Recovery, Business Analysis, Requirements Analysis
Education
Penn State University 2000 — 2002
Master of Science (MS), Management Information Systems, General
Bellarmine University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science
Delaware Investments, a member of the Macquarie Group May 2009 - Present
Lincoln Financial Group - Delaware Investments July 2005 - May 2009
Delaware Investments September 1991 - August 2005
Thosani Inc. June 1988 - September 1991
Skills
Incident Management, Change Management, Operational Risk..., Team Management, Business Recovery..., Actuate Reporting, SQL, SharePoint, COBOL, CPG, RPG II, Sybase, Microsoft SQL Server, IBM Mainframe, JCL, SDLC, Leadership, Integration, Disaster Recovery, Business Analysis, Requirements Analysis
Education
Penn State University 2000 — 2002
Master of Science (MS), Management Information Systems, General
Bellarmine University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science
Alisha Daga's Delaware Investments, a member of the Macquarie Group Experience May 2012 - Present
Job Student at Georgetown University
Industry Accounting
Experience
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Georgetown University Career Center January 2012 - May 2012
White House Black Market April 2011 - August 2011
Skills
Retail, Customer Service, PowerPoint, Sales, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Time Management
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Accounting
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Georgetown University Career Center January 2012 - May 2012
White House Black Market April 2011 - August 2011
Skills
Retail, Customer Service, PowerPoint, Sales, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Time Management
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Accounting
Jim Coggins, MBA's Delaware Investments, a member of the Macquarie Group Experience May 1994 - October 1996
Job Lean Six Sigma Black Belt, Continuous Improvement at XStream Leadership Group
Industry Management Consulting
Experience
X-Stream Leadership Group January 2013 - Present
Lincoln Financial Distributors May 2008 - June 2013
Lincoln Financial Distributors January 2012 - April 2012
Sole Proprietorship-Real Estate/Property Management May 2006 - August 2008
Coventry First August 2002 - May 2006
Lincoln Financial Distributors October 1996 - August 2002
Delaware Investments, a member of the Macquarie Group May 1994 - October 1996
Heritage Moving Systems July 1988 - May 1994
Skills
Six Sigma Black Belt, Six Sigma, Fixed Annuities, Series 63, Process Improvement, Separately Managed..., Business Analysis, Mutual Funds, Leadership, Series 7, Strategic Planning, Risk Management, Team Building, Project Management, Analysis, Team Leadership, Change Management, Business Strategy, Negotiation, Financial Services, Management, Insurance, Sales, CRM, Financial Analysis, Relationship Management, Strategy, Business Process..., Investments, Financial Modeling, Account Management
Education
LaSalle University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University 1988 — 1993
Bachelor of Science (B.S.), Finance
Drexel University
Lean Six Sigma Black Belt, Lean Six Sigma Green Belt
X-Stream Leadership Group January 2013 - Present
Lincoln Financial Distributors May 2008 - June 2013
Lincoln Financial Distributors January 2012 - April 2012
Sole Proprietorship-Real Estate/Property Management May 2006 - August 2008
Coventry First August 2002 - May 2006
Lincoln Financial Distributors October 1996 - August 2002
Delaware Investments, a member of the Macquarie Group May 1994 - October 1996
Heritage Moving Systems July 1988 - May 1994
Skills
Six Sigma Black Belt, Six Sigma, Fixed Annuities, Series 63, Process Improvement, Separately Managed..., Business Analysis, Mutual Funds, Leadership, Series 7, Strategic Planning, Risk Management, Team Building, Project Management, Analysis, Team Leadership, Change Management, Business Strategy, Negotiation, Financial Services, Management, Insurance, Sales, CRM, Financial Analysis, Relationship Management, Strategy, Business Process..., Investments, Financial Modeling, Account Management
Education
LaSalle University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University 1988 — 1993
Bachelor of Science (B.S.), Finance
Drexel University
Lean Six Sigma Black Belt, Lean Six Sigma Green Belt
Anthony Cugini's Delaware Investments, a member of the Macquarie Group Experience October 2004 - July 2006
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Lincoln Financial Distributors 2006 - 2012
Delaware Investments, a member of the Macquarie Group October 2004 - July 2006
Delaware Investments, a member of the Macquarie Group October 2001 - September 2004
Skills
Financial Reporting, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial...
Education
La Salle University 1994 — 1998
Bachelor of Science (B.S.), Business Administration (Accounting)
Roman Catholic High School 1990 — 1994
St. Timothy
Vanguard December 2012 - Present
Lincoln Financial Distributors 2006 - 2012
Delaware Investments, a member of the Macquarie Group October 2004 - July 2006
Delaware Investments, a member of the Macquarie Group October 2001 - September 2004
Skills
Financial Reporting, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial...
Education
La Salle University 1994 — 1998
Bachelor of Science (B.S.), Business Administration (Accounting)
Roman Catholic High School 1990 — 1994
St. Timothy
Janet Broadway's Delaware Investments, a member of the Macquarie Group Experience September 1991 - September 2009
Job IT Support Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Zoomorphix Systems March 2013 - August 2013
Macquarie Funds Group / Delaware Investments January 2009 - September 2012
Delaware Investments, a member of the Macquarie Group September 1991 - September 2009
Caterair International January 1990 - January 1991
Pennsylvania College of Optometry January 1989 - January 1990
Glassboro State College January 1988 - January 1989
Skills
SQL, ITIL, Disaster Recovery, Unix, Software Documentation, COBOL, Windows, Management, Data Center, Testing, Software Development, Databases, Requirements Analysis, Business Analysis
Education
Juniata College 1984 — 1998
Bachelor of Science (BS), Computer Science / Business
Lincoln Financial Group June 2014 - Present
Zoomorphix Systems March 2013 - August 2013
Macquarie Funds Group / Delaware Investments January 2009 - September 2012
Delaware Investments, a member of the Macquarie Group September 1991 - September 2009
Caterair International January 1990 - January 1991
Pennsylvania College of Optometry January 1989 - January 1990
Glassboro State College January 1988 - January 1989
Skills
SQL, ITIL, Disaster Recovery, Unix, Software Documentation, COBOL, Windows, Management, Data Center, Testing, Software Development, Databases, Requirements Analysis, Business Analysis
Education
Juniata College 1984 — 1998
Bachelor of Science (BS), Computer Science / Business
Michael Curran, CFP®'s Delaware Investments, a member of the Macquarie Group Experience April 2006 - September 2006
Job Senior Case Consultant, Financial Planning at MetLife
Industry Insurance
Experience
MetLife November 2012 - Present
MetLife February 2010 - November 2012
MetLife July 2007 - January 2010
Delaware Investments, a member of the Macquarie Group April 2006 - September 2006
Heffler, Radetich & Saitta LLP March 2005 - September 2005
Janney Montgomery Scott April 2004 - September 2004
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Property & Casualty..., Term Life Insurance, Health Insurance, General Insurance, Reinsurance, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Casualty, Whole Life, Portfolio Management, Financial Advisory, Financial Services, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, 401k
Education
Drexel University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance
Penn State University 2002 — 2003
MetLife November 2012 - Present
MetLife February 2010 - November 2012
MetLife July 2007 - January 2010
Delaware Investments, a member of the Macquarie Group April 2006 - September 2006
Heffler, Radetich & Saitta LLP March 2005 - September 2005
Janney Montgomery Scott April 2004 - September 2004
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Property & Casualty..., Term Life Insurance, Health Insurance, General Insurance, Reinsurance, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Casualty, Whole Life, Portfolio Management, Financial Advisory, Financial Services, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, 401k
Education
Drexel University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance
Penn State University 2002 — 2003
Matt Buchanan, CFA's Delaware Investments, a member of the Macquarie Group Experience January 2004 - November 2007
Job Portfolio Manager at AEGON USA Investment Management
Industry Financial Services
Experience
AEGON USA Investment Management May 2012 - Present
Logan Circle Partners November 2007 - May 2012
Delaware Investments, a member of the Macquarie Group January 2004 - November 2007
Education
Kent State University
The College of Wooster
AEGON USA Investment Management May 2012 - Present
Logan Circle Partners November 2007 - May 2012
Delaware Investments, a member of the Macquarie Group January 2004 - November 2007
Education
Kent State University
The College of Wooster
Kristin Pulcinella's Delaware Investments, a member of the Macquarie Group Experience January 1999 - March 2003
Job Marketing/Production/Financial Professional
Industry Marketing and Advertising
Experience
MK Design 2006 - 2013
Lincoln Financial Distributors April 2003 - March 2006
Delaware Investments, a member of the Macquarie Group January 1999 - March 2003
Education
Albright College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
MK Design 2006 - 2013
Lincoln Financial Distributors April 2003 - March 2006
Delaware Investments, a member of the Macquarie Group January 1999 - March 2003
Education
Albright College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance