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
Peter Redpath Peter Redpath Sanibel, Florida Details
Peter Redpath's Delaware Investments, a member of the Macquarie Group Experience July 2006 - December 2006
Job President Redpath Consulting
Industry Investment Management
Experience
Redpath Consulting LLC   January 2007 - Present
Redpath Consulting LLC   2007 - Present
Allstate Financial Services, LLC  May 2013 - December 2014
Delaware Investments, a member of the Macquarie Group   July 2006 - December 2006
Advest Inc/Merrill Lynch   September 2002 - July 2006
Tucker Anthony  January 1999 - October 2001
Smith Barney  1989 - 1995

Skills
Finance, Business Development, Marketing Strategy, Budgets, Retail, New Business Development, Investments, Mergers & Acquisitions, Financial Analysis, Management, Entrepreneurship, Procurement, Asset Management, Project Management, Research, Strategic Planning, Business Strategy, Energy, Corporate Finance, Contract Negotiation, Sales, Sales Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Mergers, Risk Management, Biofuels, Operations Management, Strategy, Start-ups, Negotiation, Product Management, Trading, Leadership, Investor Relations, Venture Capital, Marketing, Equities, Team Building, Capital Markets, Product Development, Public Speaking, Financial Modeling, Hedge Funds, Business Analysis, Private Equity, Management Consulting, Analysis

Education
St. Lawrence University   1973 — 1977
BS, Geology

Montclair Academy   1966 — 1973

Dennis MacDonald Dennis MacDonald Greater San Diego Area Details
Dennis MacDonald's Delaware Investments, a member of the Macquarie Group Experience January 2012 - Present
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   January 2012 - Present
Congress Asset Management  November 2010 - January 2012
Trust Company of the West  May 2008 - September 2010
John Hancock Funds  February 2001 - April 2008
Lord Abbett & Co. LLC   January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial)   September 1995 - December 1997
Merrill Lynch  January 1991 - September 1995

Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63

Education
University of Colorado at Boulder   1986 — 1990
Bachelor's degree, Bachelor of Arts

Cherry Creek High School   1983 — 1986

Jeff Klepacki Jeff Klepacki Greater New York City Area Details
Jeff Klepacki's Delaware Investments, a member of the Macquarie Group Experience December 2009 - August 2014
Job FC Director, American Funds from Capital Group
Industry Financial Services
Experience
American Funds from Capital Group   September 2014 - Present
Delaware Investments, a member of the Macquarie Group   December 2009 - August 2014
Allianz Global Investors  1997 - 2009
Bloomberg LP  1993 - 1996

Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Fixed Income, Equities, Asset Allocation, Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Bloomberg, Series 65, ETFs, Wealth Management, Investment Strategies, Financial Analysis, Series 24, Olympic Athlete, World Champion, Asset Management, Investment Management, Relationship Management, Strategic Financial..., Retirement Planning, Financial Services, FINRA, Morningstar, Financial Advisory, Strategic Partnerships, Thought Leadership, Strategic Planning

Education
Rutgers, The State University of New Jersey-New Brunswick   1987 — 1990
Bachelor of Arts (BA), Economics

Anna Whiteman Anna Whiteman San Francisco, California Details
Anna Whiteman's Delaware Investments, a member of the Macquarie Group Experience January 2012 - March 2012
Job Associate at VMG Partners
Industry Venture Capital & Private Equity
Experience
VMG Partners  April 2015 - Present
Rockflower Partners Inc.   March 2015 - Present
Credit Suisse  July 2013 - March 2015
Credit Suisse  June 2012 - August 2012
Clinton Global Initiative  September 2011 - June 2012
University of Pennsylvania  January 2011 - June 2012
Delaware Investments, a member of the Macquarie Group   January 2012 - March 2012
Clinton Foundation  May 2011 - August 2011
Wharton Business School  September 2010 - April 2011
Garces Restaurant Group  August 2010 - April 2011

Skills
Microsoft Excel, PowerPoint, Investment Banking, Financial Modeling, Corporate Finance, Business Strategy, Valuation, Microsoft Word, Accounting, Finance, Microeconomics, Macroeconomics, Factset, Barra Aegis, LexisNexis, Due Diligence, Strategy, Mergers & Acquisitions, Analysis, Analytics

Education
University of Pennsylvania   2009 — 2013
BA, Philosophy, Politics, and Economics, Italian Studies

Agnes Irwin School   2005 — 2009

Natalia Barnett, MBA Natalia Barnett, MBA Greater Philadelphia Area Details
Natalia Barnett, MBA's Delaware Investments, a member of the Macquarie Group Experience 2008 - 2008
Job Manager, Financial Reporting at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon, Asset Servicing  September 2013 - Present
BNY Mellon  July 2008 - August 2013
Delaware Investments, a member of the Macquarie Group   2008 - 2008
New Rosme Co. (Swegmark of Sweden)   1991 - 1998

Skills
Financial Statements, Tax Returns, Financial Analysis, Derivatives, Financial Accounting, RIC Accounting, international Commerce, Legal Operations, Staff Management, Auditing, Accounting

Education
Widener University   2000 — 2003
Master of Business Administration (MBA)

University of Latvia   1988 — 1994
Master of Laws (LL.M.), Law

Dawn Brock Dawn Brock Lincoln, Nebraska Area Details
Dawn Brock's Delaware Investments, a member of the Macquarie Group Experience May 1999 - August 2000
Job Director, Health System Services, Bryan Health
Industry Higher Education
Experience
Bryan Health  August 2015 - Present
University of North Carolina at Chapel Hill  June 2014 - July 2015
Patient-Centered Outcomes Research Institute ( PCORI )   December 2012 - July 2015
University of North Carolina at Chapel Hill, Department of Family Medicine   August 2011 - July 2015
UNC Chapel Hill, Department of Family Medicine   October 2008 - August 2011
University of North Florida  December 2007 - September 2008
CBL & Associates Properties, Inc.   July 2006 - September 2007
Lee University  August 2003 - October 2005
Delaware Investments, a member of the Macquarie Group   May 1999 - August 2000

Skills
Event Planning, Research, Non-profits, Public Speaking, Data Entry, Fundraising, Community Outreach, Grant Writing, Microsoft Office, Customer Service, Higher Education, Office Management, Nonprofits, Student Affairs, Program Development, Healthcare, Data Analysis, Marketing

Education
The University of Tennessee at Chattanooga   2005 — 2008
MPA, Public Administration

Lee University   1999 — 2003
B.A, Business Administration

Lee University   1999 — 2003
Bachelor of Arts (B.A.), Church Music

Robert Iocco Robert Iocco Ambler, Pennsylvania Details
Robert Iocco's Delaware Investments, a member of the Macquarie Group Experience January 2013 - Present
Job Internal Wholesaler at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2013 - Present
Vanguard  October 2010 - December 2012
Merrill Lynch  September 2008 - August 2010

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science (B.S.), Marketing

John DiGirolamo John DiGirolamo Greater Philadelphia Area Details
John DiGirolamo's Delaware Investments, a member of the Macquarie Group Experience October 2012 - Present
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   October 2012 - Present
Merrill Lynch  September 2010 - September 2012
Creative Financial Group  September 2008 - August 2010
North East Knights, Ravenna Italy   May 2005 - October 2007

Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Management, Separately Managed..., Investments, 401k, Alternative Investments, Retirement Planning, Uniform Combined State..., Wealth Management, Portfolio Optimization, Bonds, Equities, Investment Advisory, Asset Allocation, Hedge Funds, ETFs, Saving for Education, 401k Rollovers, Retirement, Fixed Income, Portfolio Management, Wealth Management..., IRAs, Salesforce.com, Brokerage, Broker-Dealer, Finance, Securities, Financial Services, Investment Strategies, Financial Planning, Financial Advisory, Management, Investment Management, Bloomberg, Risk Management, Life Insurance, Relationship Management, Insurance, Valuation, Capital Markets

Education
Mount Saint Mary's College   2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations

Germantown Academy   1986 — 2000

Tim Katusha Tim Katusha Albany, New York Area Details
Tim Katusha's Delaware Investments, a member of the Macquarie Group Experience 2011 - Present
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   2011 - Present
Autonomy Distributors   2014 - Present
Legg Mason  2004 - 2011
Brain Power   2001 - 2004
Standard & Poor's   2000 - 2001
OppenheimerFunds  1996 - 2000

Skills
Distribution, Wholesale, Logistics, Investments, Asset Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., Financial Advisory, Bloomberg, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management

Education
Saint Bonaventure University
B.S., Finance

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

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

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

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

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

Ayele K. Ajavon Ayele K. Ajavon San Francisco Bay Area Details
Ayele K. Ajavon's Delaware Investments, a member of the Macquarie Group Experience December 2005 - January 2010
Job Public Relations Specialist at Bank of the West
Industry Public Relations and Communications
Experience
Bank of the West  November 2013 - Present
Public Relations Society of America - San Francisco Chapter   June 2012 - Present
IABC  May 2013 - November 2013
Go Factory, LLC   September 2012 - November 2012
Lincoln Financial Group  December 2005 - May 2012
Delaware Investments, a member of the Macquarie Group   December 2005 - January 2010
Philadelphia Black Public Relations Society   2008 - 2009
Greater Philadelphia Tourism Marketing Corporation  July 2002 - September 2005
Philadelphia Association of Black Journalist   2002 - 2005

Skills
Internal Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Crisis Communications, Communication Training, Copywriting, Social Media, Press Releases, Marketing Communications, Event Planning, Editing, Social Networking, Newsletters, External C, Mergers & Acquisitions..., Communications Planning, Research, Mergers & Acquisitions, Marketing, Spokesperson, Copy Editing, Speech Writing, Content Strategy, Content Management, Strategy, Facebook, Storytelling, Creative Direction, Content Development, Brand Awareness, New Media, Integrated Marketing, Thought Leadership, Blogging, Social Media Marketing, Web Content, Sitecore, Publicity, Crisis Management, Messaging, Message Development, Reputation Management

Education
Temple University   1996 — 2000
Bachelors Degree, Journalism, Public Relations & Advertising

Temple University
Bachelor of Science in Communications from the School of Communications, Advertising and Theater, Public Relations, Advertising, and Applied Communication

Yevgeniy Levich Yevgeniy Levich Philadelphia, Pennsylvania Details
Yevgeniy Levich's Delaware Investments, a member of the Macquarie Group Experience December 2012 - February 2013
Job SEO Tech Lead at Trinity Insight
Industry Publishing
Experience
Trinity Insight  June 2013 - Present
Delaware Investments, a member of the Macquarie Group   December 2012 - February 2013
Elsevier  February 2012 - August 2012
Workman Publishing  September 2008 - February 2012
Resonate LLC   June 2011 - August 2011

Skills
Blogging, Mac, Facebook, Social Media, Microsoft Office, Research, InDesign, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Photoshop, Reporting, Sitecore, Editing, Online Editing, Web Content Management

Education
New York University   2007 — 2011
Bachelor of Arts, Journalism, Economics

Central High School   2003 — 2007

Nicholas Littleton Nicholas Littleton Philadelphia, Pennsylvania Details
Nicholas Littleton's Delaware Investments, a member of the Macquarie Group Experience July 2010 - July 2011
Job Assortment Analyst at Catherines Stores Corporation
Industry Retail
Experience
Catherines Stores Corporation  May 2014 - Present
BNY Mellon  October 2012 - April 2014
Commonwealth Proper (CMMP)   July 2012 - March 2013
BNY Mellon  July 2011 - October 2012
Delaware Investments, a member of the Macquarie Group   July 2010 - July 2011
Lilly Pulitzer  April 2010 - July 2010
Brooks Brothers  April 2009 - October 2009

Skills
Customer Service, Fashion, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Business Analysis, Email Marketing, Time Management, Financial Analysis, Outlook, Social Media, Team Leadership, Account Management, Social Media Marketing, Sales, Retail

Education
Philadelphia University   2012 — 2013
Master of Science (M.S.), Global Fashion Enterprise, 3.92

Susquehanna University   2005 — 2008
Bachelor of Science (B.S.), Business Administration, Finance Emphasis

Caroline DeCamp Caroline DeCamp New York, New York Details
Caroline DeCamp's Delaware Investments, a member of the Macquarie Group Experience May 2012 - August 2012
Job Market Research Analyst at Envestnet
Industry Financial Services
Experience
Envestnet, Inc  May 2015 - Present
J.P. Morgan   July 2014 - January 2015
J.P. Morgan   May 2013 - August 2013
Delaware Investments, a member of the Macquarie Group   May 2012 - August 2012

Skills
Bloomberg, Valuation, Capital Markets, Equities, Due Diligence, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg Terminal, Event Planning, Financial Modeling, PowerPoint, Spanish, Data Analysis

Education
Middlebury College   2010 — 2014
Bachelor of Arts, Economics and American Studies

Danish Institute for Study Abroad   2012 — 2012
Globalization and European Economics

Agnes Irwin School   2002 — 2010

Kathleen Blocker Kathleen Blocker Greater Philadelphia Area Details
Kathleen Blocker's Delaware Investments, a member of the Macquarie Group Experience March 1997 - August 2004
Job Account Manager
Industry Financial Services
Experience
Ascensus  August 2004 - Present
Delaware Investments, a member of the Macquarie Group   March 1997 - August 2004
Merrill Lynch  May 1995 - March 1997

Skills
Retirement

Education
Temple University
BS, Science

Jonathan Cates Jonathan Cates North Wales, Pennsylvania Details
Jonathan Cates's Delaware Investments, a member of the Macquarie Group Experience January 2013 - Present
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2013 - Present
Merrill Lynch  November 2009 - January 2013

Skills
Wealth Management, CRPC, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Life Insurance, Series 65, Asset Management, 401k, 401k Rollovers, IRAs

Education
Susquehanna University   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Brian Fishbone Brian Fishbone Philadelphia, Pennsylvania Details
Brian Fishbone's Delaware Investments, a member of the Macquarie Group Experience February 2002 - June 2008
Job Passionate Global Educator, Community Builder, and Manager of Vanguard's ERG Program, called Crew Resource Groups
Industry Human Resources
Experience
Vanguard  May 2013 - Present
Temple University  December 2008 - Present
Becoming Consulting   December 2006 - Present
Vanguard  March 2011 - May 2013
Pagoda Academy  August 2009 - September 2010
Professional Sabbatical  October 2008 - December 2008
Mercer  June 2008 - October 2008
Delaware Investments, a member of the Macquarie Group   February 2002 - June 2008
Uniform Concepts   November 1999 - November 2001
Sprint  June 1998 - November 1999

Skills
Learning Management..., Social Media Marketing, Leadership, New Hire Orientations, Coaching, Writing, Team Building, Facilitators, Leadership Development, Talent Management, Training, Performance Management, Recruiting, Public Speaking, Instructional Design, Change Management, Program Management, E-Learning, Staff Development, Project Management, Management, Human Resources, Management Consulting, Blended Learning, Instructor-led Training, Entrepreneurship, Workshop Facilitation, Business Strategy, Interviews, Career Counseling, Organizational..., Time Management, Training Delivery, Analysis, Curriculum Design, Employee Training, Career Development, Consulting, Program Development, Organizational..., People Skills, Inspiration, Inspiring People, Onboarding, Strategy, Event Planning, Business Process..., Personal Development, Executive Coaching, Conflict Resolution

Education
Temple University - Fox School of Business and Management   2004 — 2007
MBA

Muhlenberg College   1994 — 1998
BA

Center for Cross-Cultural Study   1996 — 1996
None

Ronald Aurely Ronald Aurely Greater Philadelphia Area Details
Ronald Aurely's Delaware Investments, a member of the Macquarie Group Experience June 2011 - March 2012
Job Finance Director at Your PartTime Controller, LLC
Industry Financial Services
Experience
Your Part-Time Controller, LLC  March 2012 - Present
Delaware Investments, a member of the Macquarie Group   June 2011 - March 2012
The Keane Organization  August 2005 - June 2011
EB Games  June 2003 - July 2005
First National Bank of Chester County  January 2001 - April 2003

Skills
Excel, Microsoft Office, Great Plains Software, Microsoft CRM, Financial Analysis, Forecasting, People Management, PeopleSoft, Microstrategy, General Ledger, Management, Microsoft Excel, Financial Accounting, Cost Accounting, Cash Flow, Accounting, Process Improvement, Payroll, Variance Analysis, Accounts Payable, Cash Management, Financial Statements, Finance

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2012
MBA, Business Management

West Chester University of Pennsylvania   1999 — 2003
BS, Accounting

John Malone CIMA John Malone CIMA Greater Boston Area Details
John Malone CIMA's Delaware Investments, a member of the Macquarie Group Experience January 2004 - Present
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2004 - Present
Fred Alger Management  March 2000 - January 2004
Pioneer Investments  October 1998 - March 2000

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, CIMA, Investment Strategies, Wealth Management, Separately Managed..., Investments, Asset Managment, Portfolio Management, Series 6, Series 65, Retirement Planning, Asset Management, Fixed Income, Equities, 401k

Education
University of Massachusetts, Amherst
BA, Economics

Daniel Tyshovnytsky Daniel Tyshovnytsky Houston, Texas Details
Daniel Tyshovnytsky's Delaware Investments, a member of the Macquarie Group Experience June 2005 - March 2007
Job Vice President, RIA Consultant
Industry Investment Management
Experience
Cohen & Steers  November 2014 - Present
Cohen & Steers  August 2012 - November 2014
Lincoln Financial Group  February 2008 - August 2012
Lincoln Financial Group  March 2007 - January 2008
Delaware Investments, a member of the Macquarie Group   June 2005 - March 2007
Aramark Uniform Services  June 2004 - August 2004
Community Development Coroporation   February 2004 - April 2004

Skills
Mutual Funds, Retirement Planning, Series 6, Sales Management, Fixed Annuities, Series 63, Building Relationships, Asset Allocation, Series 7, Alternative Investments, Sales Presentations, Relationship Marketing, Global Infrastructure, Preferred Securities, Real Assets, REITs, MLPs, Management, Finance, Uniform Combined State..., FINRA, Investments, Separately Managed..., Sales, IRAs, Financial Services, Asset Management, 401k, Strategic Financial..., Relationship Management, Financial Modeling, Financial Advisory, Investment Strategies, Training, Series 65, Series 24, Variable Annuities, Investment Advisory, Defined Contribution, Asset, Securities, Retirement, Wealth Management, ETFs, Life Insurance, Insurance, Life & Health Insurance...

Education
University of Delaware   2001 — 2005
B.S., Major: Finance, Minor: Economics

Malvern Preparatory School   1997 — 2001

Denise Adamczyk Denise Adamczyk Philadelphia, Pennsylvania Details
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

Brandon Urquhart Brandon Urquhart Philadelphia, Pennsylvania Details
Brandon Urquhart's Delaware Investments, a member of the Macquarie Group Experience June 2010 - August 2010
Job Managing Director at Stream
Industry Marketing and Advertising
Experience
Stream  March 2014 - Present
Stream  March 2014 - Present
Platinum Limits Enterprise   November 2010 - Present
Temple University  June 2010 - September 2010
Delaware Investments, a member of the Macquarie Group   June 2010 - August 2010

Skills
Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Graphic Design, Photoshop, Social Media, Photography, Advertising, Marketing Strategy, Marketing, Web Design

Education
Penn State University   2011 — 2015
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, B

Motivation High School   2007 — 2011
High School Diploma, B

Michael Street, CSM, ITILv3 Michael Street, CSM, ITILv3 Greater Philadelphia Area Details
Michael Street, CSM, ITILv3's Delaware Investments, a member of the Macquarie Group Experience June 2010 - December 2010
Job Technology Project Manager & Service Delivery Expert
Industry Information Technology and Services
Experience
Comcast Cable  September 2012 - Present
Xodus 24x7, LLC   October 2008 - Present
HighPoint Solutions / Right Management   April 2012 - August 2012
LiquidHub  March 2011 - March 2012
ACE Group  December 2010 - February 2011
Delaware Investments, a member of the Macquarie Group   June 2010 - December 2010
Liquent  December 2009 - May 2010
Philadelphia Insurance Companies  March 2009 - October 2009
Independence Blue Cross  March 2008 - December 2008
Dell  February 2008 - March 2008

Skills
Business Analysis, Process Improvement, Data Warehousing, Vendor Management, Project Management, Program Management, Data Center, Disaster Recovery, Organizational Project..., Integration, Transition Management, Solution Architecture, ITIL, PMO, Project Delivery, Information Technology, Project Portfolio..., Leadership, Software Project..., Agile Methodologies, Team Management, Risk Management, Infrastructure, Cloud Computing, Consulting, IT Strategy, SDLC, Resource Management, Enterprise Architecture, Managed Services, PMP, Service Delivery, Business Process, SharePoint, Business Intelligence, Requirements Analysis, IT Service Management

Education
Villanova University   2005 — 2005
Project Management

University of Delaware   1993 — 1998
CIS, Computer Information Science

Mt. Pleasant High School   1989 — 1993

Andrew Tomson Andrew Tomson Greater Chicago Area Details
Andrew Tomson's Delaware Investments, a member of the Macquarie Group Experience May 2012 - Present
Job Regional Director
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   May 2012 - Present
Delaware Investments, a member of the Macquarie Group   June 2010 - May 2012
JPMorgan Chase - Private Banking   December 2004 - October 2009

Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Public Speaking, Business Strategy, Salesforce.com, Sales Process, Morningstar, Alternative Investments, ETFs, Equities, Finance, Retirement Planning

Education
Saint Joseph's University   2000 — 2004
Bachelor of Science (B.S.), Finance

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

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

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

University of Delaware - Lerner College of Business and Economics

Craig Capretta, AIF Craig Capretta, AIF Greater Minneapolis-St. Paul Area Details
Craig Capretta, AIF's Delaware Investments, a member of the Macquarie Group Experience January 2003 - Present
Job Central Division Sales Manager at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2003 - Present
Pioneer Investments  January 1999 - January 2003
Nationwide Insurance  September 1995 - January 1999

Skills
Series 7, Mutual Funds, FINRA, Asset Allocation, Separately Managed..., Series 63, Retirement Planning, Investments, 401k, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Series 65, Investment Management, Asset Managment, Fixed Annuities, Sales Process, Building Relationships, Insurance, ETFs, Series 6, Retirement, Variable Annuities, Securities, Wealth Management, Series 24

Education
The Ohio State University

Marc Dippolito Marc Dippolito Greater Philadelphia Area Details
Marc Dippolito's Delaware Investments, a member of the Macquarie Group Experience January 2013 - Present
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2013 - Present
Miller Tabak  April 2008 - December 2012
McNamara Trading Co.   November 2004 - March 2008
Fiserv Securities Inc.  June 2003 - October 2004

Skills
Options, Equities, Trading Systems, Equity Trading, ETFs, Equity Research, Series 7, Bloomberg, Series 63, Trading, Program Trading, Series 55, Series 3, Fidessa, Tethys, Lava, Color Palette, Research Sales, Series 65, FactSet, Sales, Relationship Management, Mutual Funds, fixed income, Salesforce.com, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management

Education
Penn State University   1999 — 2003
B.S., Finance

Conwell-Egan Catholic High School   1995 — 1999

Chi Liu Chi Liu Greater New York City Area Details
Chi Liu's Delaware Investments, a member of the Macquarie Group Experience June 2012 - August 2012
Job Masters in Financial Engineering Candidate
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   June 2012 - August 2012
CME Group  January 2012 - June 2012
The Wharton School  February 2011 - May 2011
University of Pennsylvania  September 2009 - January 2011
Hefei National Laboratory for Physical Sciences at the Microscale   March 2006 - July 2008

Education
City University of New York-Baruch College   2011 — 2013
M.S., Financial Engineering

University of Pennsylvania   2008 — 2011
M.S., Chemistry

University of Science and Technology of China   2004 — 2008
B.S., Chemistry

Maria Gioia Maria Gioia San Francisco, California Details
Maria Gioia's Delaware Investments, a member of the Macquarie Group Experience May 2012 - Present
Job Research Assistant at Jackson Square Partners
Industry Investment Management
Experience
Jackson Square Partners   May 2014 - Present
Delaware Investments, a member of the Macquarie Group   May 2012 - Present
Spo Partners & Co.   October 2004 - May 2012

Education
Santa Maria High School

University of California, Berkeley
Bachelor of Arts, Political Science (with Honors)

Nick Via Nick Via Greater Philadelphia Area Details
Nick Via's Delaware Investments, a member of the Macquarie Group Experience September 2004 - May 2006
Job Reporting Developer at SunGard
Industry Information Technology and Services
Experience
SunGard  May 2012 - Present
SunGard  August 2010 - May 2012
SunGard  May 2006 - August 2010
Delaware Investments, a member of the Macquarie Group   September 2004 - May 2006
Campbell Soup Company  October 2003 - September 2004
North Philadelphia Health System  1999 - 2001
Sharp Design, Inc.   1998 - 1999
Paulsboro Packaging Incorporated (PPI)   1995 - 1998

Skills
SQL, T-SQL, SSRS, Microsoft SQL Server, Business Analysis, Data Modeling, Data Warehousing, ETL, Business Intelligence, SSIS, Security, Database Design, Databases, SDLC, Requirements Analysis, Software Development, Agile Methodologies, Oracle

Education
Rutgers, The State University of New Jersey-Camden   2000 — 2004
BS, Computer Science

Steven Pileggi Steven Pileggi Greater Philadelphia Area Details
Steven Pileggi's Delaware Investments, a member of the Macquarie Group Experience 2006 - 2007
Job Business Transition Manager at SEI
Industry Financial Services
Experience
SEI  October 2014 - Present
SEI Investments  April 2012 - October 2014
SEI Investments  December 2010 - April 2012
Janney Montgomery Scott  2008 - 2010
Janney Montgomery Scott  2007 - 2008
Delaware Investments, a member of the Macquarie Group   2006 - 2007
Propulsion Media Labs  2005 - 2006

Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management

Education
Temple University   2002 — 2006
Communications

Elizabeth Hird Elizabeth Hird Greater Philadelphia Area Details
Elizabeth Hird's Delaware Investments, a member of the Macquarie Group Experience June 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   June 2013 - Present
Delaware Investments, a member of the Macquarie Group   April 2012 - June 2013
Delaware Investments, a member of the Macquarie Group   October 2008 - April 2012

Skills
Mutual Funds, Series 63, Financial Services, Series 6, Business Analysis, Financial Reporting, Client Relations Skills, Investments, Alternative Investments, Equities, Financial Analysis

Education
University of Delaware   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Delaware   2004 — 2008
B.A., History

Andrew Leibfreid Andrew Leibfreid Greater Philadelphia Area Details
Andrew Leibfreid's Delaware Investments, a member of the Macquarie Group Experience July 1996 - November 1997
Job Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard  April 2014 - Present
Vanguard  May 2011 - April 2014
Vanguard  August 2004 - May 2011
Vanguard  August 2004 - May 2008
JPMorgan Chase  November 1997 - August 2004
Delaware Investments, a member of the Macquarie Group   July 1996 - November 1997

Skills
Fund Accounting, Fund Administration, Fixed Income, Mutual Funds, Middle Office, Financial Reporting, ETFs, Accounting, Private Equity, Financial Services, Asset Management, Bloomberg, Securities

Education
Villanova University   2001 — 2005
MBA, Finance

University of Delaware   1992 — 1996
BSBA, Finance

James Mancuso, CFS® James Mancuso, CFS® Greater Philadelphia Area Details
James Mancuso, CFS®'s Delaware Investments, a member of the Macquarie Group Experience May 2007 - November 2008
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  January 2012 - Present
Lincoln Financial Distributors  November 2008 - December 2011
Delaware Investments, a member of the Macquarie Group   May 2007 - November 2008
Lincoln Financial Distributors  March 2006 - May 2007
Delaware Investments, a member of the Macquarie Group   September 2005 - March 2006

Skills
FINRA, Series 6, Series 63, Series 65, Life & Health Insurance..., Fixed Annuities, Indexed Annuities, Variable Annuities, Mutual Funds, Retirement Planning, Separately Managed..., Long-term Care, Tax-advantaged..., Guaranteed Lifetime..., Retirement, IRAs, 401k Rollovers, Income Protection, Salesforce.com, Sales Presentations, Investment Strategies, Financial Services, Investments, Annuity Sales, 401k, Insurance, Securities, Series 7, Uniform Combined State..., ETFs, Employee Training, Follow Through, Following Up, People Skills, Product Knowledge, Public Relations, Public Speaking

Education
Monmouth University   2001 — 2005
Bachelor of Business Administration (BBA) concentration in Marketing, Business Marketing

Holy Spirit High School   1997 — 2001

michael wilkens michael wilkens Greater Philadelphia Area Details
michael wilkens's Delaware Investments, a member of the Macquarie Group Experience 1999 - 2003
Job Owner at MW Catering
Industry Food & Beverages
Experience
MW Catering   August 2011 - Present
Cormerstone Market & Produce   April 2008 - August 2011
Delaware Investments, a member of the Macquarie Group   1999 - 2003

Skills
Restaurants, Food, Small Business, Menu Development, Catering, Culinary, Promotions, Culinary Skills, Sales, Marketing, Event Planning, Management, Marketing Communications, Negotiation, Gourmet, Marketing Strategy, Food Service, Team Building, Retail, Event Management, Customer Service, Account Management, Budgets, Public Speaking, Food & Beverage, Entrepreneurship, Online Marketing, Public Relations, Social Media Marketing, Leadership, Brand Development, Social Media, Social Networking, Strategic Planning, New Business Development, Online Advertising, Time Management, Parties, Process Scheduler, Sales Management, Training, Email Marketing, Advertising, Fundraising, Operations Management, Strategy, Market Research, Contract Negotiation, Recruiting, Selling

Education
Temple University   1988 — 1992
Bachelor of Arts, Psychology

Janine Morris Janine Morris Greater Philadelphia Area Details
Janine Morris's Delaware Investments, a member of the Macquarie Group Experience September 1996 - June 2000
Job Customer Service Representative at VM Decorative
Industry Building Materials
Experience
Eric Morris & Co., LLC   September 2013 - Present
MPO Systems, LLC   January 2011 - Present
H&R Block  December 1997 - Present
Von Morris Corp.   July 2008 - February 2013
Delaware Investments, a member of the Macquarie Group   September 1996 - June 2000

Skills
Inventory Management, QuickBooks, Account Reconciliation, Budgets, Business Planning, Customer Service, Microsoft Office, Accounting, Outlook, Retail, Forecasting, Strategic Planning, Team Building, Payroll, Purchasing, Process Scheduler, Pricing, Sales Management, Customer Satisfaction, Account Management, Sales, Management, Training

Education
Lincoln University   1988 — 1992
BA, Business Administration

Heather Kay Heather Kay Greater Philadelphia Area Details
Heather Kay's Delaware Investments, a member of the Macquarie Group Experience October 1999 - May 2001
Job Senior Manager Global Learning & Development at Sungard Availability Services
Industry Human Resources
Experience
Sungard Availability Services  December 2014 - Present
XL Group  April 2013 - July 2014
XL Group  March 2012 - April 2013
Take Care Health Systems  January 2011 - March 2012
Take Care Health Systems, a Walgreens Health and Wellness Company   January 2009 - January 2011
AlliedBarton Security Services  2001 - 2008
Delaware Investments, a member of the Macquarie Group   October 1999 - May 2001
Delaware Investments, a member of the Macquarie Group   May 1998 - November 1999
Hahnemann University (now Drexel University)   June 1996 - May 1998

Skills
Leadership Development, Coaching, Talent Management, Training, Performance Management, Training Delivery, E-Learning, Curriculum Design, Instructional Design, Succession Planning, Workshop Facilitation, Captivate, Onboarding, Training & Development, Business Development, Employee Engagement, MBTI, Employee Training, Talent Developer, Development Planning, Leadership

Education
Temple University
Certificate, Training and Organizational Dynamics

University of South Carolina-Columbia
M.Ed, Higher Education

Lehigh University
BA, Government and Religion

Dan Lundeen, CIMA ®, AIF ® Dan Lundeen, CIMA ®, AIF ® Washington D.C. Metro Area Details
Dan Lundeen, CIMA ®, AIF ®'s Delaware Investments, a member of the Macquarie Group Experience June 2005 - May 2011
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  August 2013 - Present
Lundeen Foundation   August 2001 - Present
Delaware Investments, a member of the Macquarie Group   June 2005 - May 2011
Gartmore  December 2002 - May 2005
Conseco Fund Group   August 1998 - December 2002
Cypress Capital Management  July 1997 - August 1998
Textainer  June 1994 - June 1997
PLM International, Inc.   June 1984 - June 1994
Midwest Skateboard Shop   January 1977 - April 1980

Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance

Education
Macalester College
BA

Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation

Jen Ripper Jen Ripper Greater Philadelphia Area Details
Jen Ripper's Delaware Investments, a member of the Macquarie Group Experience 1997 - 1999
Job Structured Products Trading and Analysis at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management, Inc.   January 2015 - Present
Penn Mutual  September 2014 - December 2014
Kroll Bond Rating Agency, Inc.   March 2014 - August 2014
Kroll Bond Rating Agency, Inc.   December 2013 - March 2014
The Penn Mutual Life Insurance Company  May 2005 - September 2013
Radian  1999 - 2005
Delaware Investments, a member of the Macquarie Group   1997 - 1999

Skills
Fixed Income Portfolio..., Investments, Commercial Real Estate..., Commercial Mortgage..., Asset Management, Trading, Asset Allocation, Portfolio Management, Commercial Real Estate..., Fixed Income Strategies, Municipal Bonds, Commercial Mortgages, Residential Mortgages, Alternative Investments, Financial Analysis, Surveillance, Insurance, Capital Markets, Microsoft Excel, Structured Products, Asset Liability..., Securities, Bloomberg, Bonds, Trepp Analytics, US Treasuries, Structured Finance

Education
Saint Joseph's University - Erivan K. Haub School of Business   1998 — 2000
Master of Business Administration (MBA), Finance

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

Notre Dame High School   1989 — 1993

William Furia William Furia Greater Philadelphia Area Details
William Furia's Delaware Investments, a member of the Macquarie Group Experience 1993 - 1995
Job Vice President & Trust Advisor at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company  November 2011 - Present
Wilmington Trust  2006 - 2011
SEI Investments  2002 - 2006
The Vanguard Group  1996 - 2002
Delaware Investments, a member of the Macquarie Group   1993 - 1995

Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning

Education
The American College   2000 — 2003
CERTIFIED FINANCIAL PLANNER

La Salle University   1988 — 1993
B.A., Communications

Angie Plocinik Angie Plocinik Greater Philadelphia Area Details
Angie Plocinik's Delaware Investments, a member of the Macquarie Group Experience September 1998 - September 2000
Job Sales Consultant & Senior Account Manager at Creative Benefits, Inc.
Industry Insurance
Experience
Creative Benefits, Inc.   October 2002 - Present
Independence Blue Cross  September 2000 - October 2002
Delaware Investments, a member of the Macquarie Group   September 1998 - September 2000

Skills
Account Management, Sales, Sales Management, Benefits Administration, Team Building, Marketing, Employee Relations, Team Leadership, Performance Management, Insurance, Strategic Planning, Health Insurance, New Business Development, Program Management, Business Development, Customer Service, Leadership

Education
Lafayette College   1994 — 1998
Bachelor of Arts (B.A.), Business/Managerial Economics

Todd Ivison CCSP Todd Ivison CCSP Greater New York City Area Details
Todd Ivison CCSP's Delaware Investments, a member of the Macquarie Group Experience June 2012 - September 2013
Job Business Development Executive
Industry Information Technology and Services
Experience
BlackRock  September 2013 - Present
Delaware Investments, a member of the Macquarie Group   June 2012 - September 2013
AEGON  December 2007 - June 2009
Pacific Life  November 2006 - December 2007
SunAmerica Financial Group  April 2005 - April 2006
Lincoln Financial Distributors  September 2001 - April 2005
Commerce Capital Markets  February 2000 - September 2001

Skills
Business Development, Customer Service, Sales Management, CRM, Lead Generation, Start-ups, Cold Calling, Sales, Sales Operations, Management, Marketing, Insurance, Team Leadership, Financial Services, Investments, Marketing Communications

Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics

The Hill School

Bill Presutti Bill Presutti Greater New York City Area Details
Bill Presutti's Delaware Investments, a member of the Macquarie Group Experience 2010 - December 2013
Job Division Manager, SVP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  December 2013 - Present
Delaware Investments, a member of the Macquarie Group   2010 - December 2013
Transamerica  2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG)   2006 - 2009
UBS Financial Services  2005 - 2006
OneCapital Management Partners   2004 - 2005
Oppenheimer Funds  1993 - 2004

Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance

Education
University of Chicago; Graduate School of Business   2007 — 2007
Executive Sales Management

University of Pennsylvania, The Wharton School   2007 — 2007
IMCA Investment Strategist

University of Pennsylvania, The Wharton School   2004 — 2004
Certified Investment Management Analyst (CIMA)

Niagara University   1986 — 1990
B.S., Economics & Marketing

Sajod Moradi, CFA Sajod Moradi, CFA Philadelphia, Pennsylvania Details
Sajod Moradi, CFA's Delaware Investments, a member of the Macquarie Group Experience August 2007 - Present
Job Vice President, Fixed Income Research at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   August 2007 - Present
Delaware Investments, a member of the Macquarie Group   September 2006 - August 2007
Lincoln Financial Group  August 2005 - August 2006
Aon  January 2005 - July 2005

Skills
Finance, Fixed Income, Investments, Mutual Funds, Hedge Funds, Financial Analysis

Education
The Johns Hopkins University   2000 — 2004
BS, Applied Mathematics; BA, Economics

Denise Franchetti, CFA Denise Franchetti, CFA Huntingdon Valley, Pennsylvania Details
Denise Franchetti, CFA's Delaware Investments, a member of the Macquarie Group Experience May 1997 - 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   May 1997 - Present

Education
La Salle University   1986 — 1987
Master of Business Administration (MBA), Finance, General

La Salle University   1982 — 1985
Bachelor of Arts (B.A.), Computer Science

Ken Caccavale Ken Caccavale New York, New York Details
Ken Caccavale's Delaware Investments, a member of the Macquarie Group Experience April 2012 - September 2012
Job Kylin Management LLC
Industry Capital Markets
Experience
Susquehanna International Group, LLP (SIG)   July 2013 - December 2014
Delaware Investments, a member of the Macquarie Group   April 2012 - September 2012
Susquehanna International Group  March 2011 - September 2011

Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Financial Analysis, Microsoft Word, Outlook, Morningstar, Microsoft Office, Financial Modeling, Access, Data Analysis, Series 7, Financial Markets, Bonds, Options

Education
Drexel University - LeBow College of Business   2008 — 2013
Bachelor of Science (BS), Concentrations in Finance and Marketing

University of Leeds   2012 — 2012
Study Abroad Participant, Fall 2012

Chaminade High School   2005 — 2008
High School Diploma

Ray Cancio Ray Cancio Greater Philadelphia Area Details
Ray Cancio's Delaware Investments, a member of the Macquarie Group Experience March 2005 - Present
Job Senior Equity Trader at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   March 2005 - Present
Managers Investment Group  September 1998 - March 2005
Merrill Lynch  May 1992 - September 1998
Bell Savings Bank   May 1989 - May 1992

Education
Saint Joseph's University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General

William Gross William Gross Washington D.C. Metro Area Details
William Gross's Delaware Investments, a member of the Macquarie Group Experience May 2007 - August 2007
Job Sr. Associate, Brand Marketing at American Red Cross
Industry Publishing
Experience
American Red Cross  July 2013 - Present
Sabre Hospitality Solutions  August 2011 - July 2013
Kiplinger Washington Editors  February 2009 - August 2011
T3  June 2008 - November 2008
Delaware Investments, a member of the Macquarie Group   May 2007 - August 2007
Alliance Consulting  May 2006 - August 2006

Skills
Marketing Communications, Online Advertising, Digital Media

Education
Penn State University   2004 — 2008
Marketing

David Carre David Carre Greater Philadelphia Area Details
David Carre's Delaware Investments, a member of the Macquarie Group Experience October 2005 - May 2011
Job Senior Software Engineer at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare  August 2011 - Present
Delaware Investments, a member of the Macquarie Group   October 2005 - May 2011
Philadelphia SQL Server Users' Group   2004 - 2011
Cooper University Hospital  April 2004 - September 2005
Coriell Institute for Medical Research  January 2000 - March 2004

Skills
Databases, Business Intelligence, MS Project, Microsoft SQL Server, T-SQL, Project Management, Data Warehousing, .NET, ETL, Process Improvement, Agile Methodologies

Education
University of Pennsylvania

John Joseph Bayan John Joseph Bayan Philadelphia, Pennsylvania Details
John Joseph Bayan's Delaware Investments, a member of the Macquarie Group Experience June 2007 - Present
Job Global Trade Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   June 2007 - Present
Fidelity Investments  September 2004 - July 2005
The Risk Management Assocation   September 2003 - March 2004

Skills
Financial Services, Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Business Analysis, Business Process..., Risk Management, Strategic Financial..., Relationship Management, Process Improvement, Separately Managed..., Internal Controls, Mutual Funds, Bloomberg, Capital Markets, Securities, Finance, Business Development, Business Strategy, Asset Management

Education
Penn State University   2012 — 2013
Masters of Finance

Penn State University   2010 — 2012
Masters of Business Administration, Finance

Drexel University   2002 — 2007
Bachelor of Science in Business Administration, Finance & Accounting

Joseph Wiedmayer Joseph Wiedmayer Greater Philadelphia Area Details
Joseph Wiedmayer's Delaware Investments, a member of the Macquarie Group Experience May 2010 - Present
Job Technical Business Analyst at Delaware Investments (subsidiary of the Macquarie Group)
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   May 2010 - Present
PhillyHelpDesk.com   May 2006 - May 2010
Evergreen Investments  August 2003 - August 2009
Deutsche Bank  2001 - 2003
SEI Investments  June 2000 - August 2001
Prudential Securities  March 2000 - June 2000
Morgan Stanley Investment Management  January 1999 - March 1999
Lehigh Valley Futures   September 1998 - December 1998
Pine Valley Golf Club  March 1995 - September 1998

Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis

Education
Moravian College   1996 — 2000
BA, Economics

Bishop Eustace Preparatory School   1992 — 1996

St. Rose of Lima   1983 — 1992

Nick Costantino Nick Costantino Philadelphia, Pennsylvania Details
Nick Costantino's Delaware Investments, a member of the Macquarie Group Experience September 2006 - April 2008
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  April 2008 - Present
Delaware Investments, a member of the Macquarie Group   September 2006 - April 2008
USI Colburn   September 2004 - September 2006

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

Education
St. Joseph's University   1987 — 1994
Bachelor's degree, Psychology

Holy Ghost Prep School   1983 — 1987

Charlie Mylonas Charlie Mylonas Greater Philadelphia Area Details
Charlie Mylonas's Delaware Investments, a member of the Macquarie Group Experience I provide specialized coverage of RIAs and institutionally oriented financial advisors for Delaware Investments. My key focus is helping clients working with defined contribution or benefit plans, including those with LDI applications. In addition, I provide consultants Delaware’s value added services, including its proprietary asset-liability modeling tool for foundations and endowments.$
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   I provide specialized coverage of RIAs and institutionally oriented financial advisors for Delaware Investments. My key focus is helping clients working with defined contribution or benefit plans, including those with LDI applications. In addition, I provide consultants Delaware’s value added services, including its proprietary asset-liability modeling tool for foundations and endowments.$

Skills
401k, Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Securities, Fixed Annuities, Variable Annuities, Retirement, Financial Services, Series 6, Insurance, Defined Contribution

Education
Saint Joseph's University   1991 — 1995

Springfield High School   1988 — 1991

Ryan Weinstein Ryan Weinstein New York, New York Details
Ryan Weinstein's Delaware Investments, a member of the Macquarie Group Experience September 2004 - December 2004
Job Sales Analyst at TakeTwo Interactive Software
Industry Sporting Goods
Experience
Take-Two Interactive Software, Inc.   September 2014 - Present
adidas  October 2013 - April 2014
Dreyfus  September 2007 - October 2013
AXA Advisors  February 2005 - May 2007
Delaware Investments, a member of the Macquarie Group   September 2004 - December 2004

Skills
Microsoft Office, Investments, Customer Service, Microsoft Excel, Asset Management, PowerPoint, Strategic Planning, Financial Analysis, Finance, Financial Modeling

Education
University of Florida   2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

Kyle Gallagher Kyle Gallagher Greater Philadelphia Area Details
Kyle Gallagher's Delaware Investments, a member of the Macquarie Group Experience 2003 - 2007
Job Financial Professional
Industry Investment Management
Experience
Logan Circle Partners  2011 - Present
Logan Circle Partners  November 2007 - December 2010
Delaware Investments, a member of the Macquarie Group   2003 - 2007

Education
University of Miami   1995 — 1999
BBA

La Salle High School

Ralph D McCauley Jr. Ralph D McCauley Jr. Norwalk, Connecticut Details
Ralph D McCauley Jr.'s Delaware Investments, a member of the Macquarie Group Experience June 1999 - November 2000
Job Client Account Manager at HSBC
Industry Financial Services
Experience
HSBC  July 2012 - Present
HSBC  January 2007 - July 2012
HSBC  May 2004 - December 2006
PFPC  November 2003 - May 2004
State Street  November 2000 - October 2003
Delaware Investments, a member of the Macquarie Group   June 1999 - November 2000

Skills
Fund Administration, Fund Accounting, Fund Services, Hedge Funds, Fund Of Funds, Alternative Investments, Client-focused, Client Delivery, Account Management, Relationship Management, Team Leadership, Securities, Equities, Fixed Income, Derivatives, Structured Securities, Private Equity, Valuation, Bloomberg Terminal, Global Custody, Mutual Funds, Bloomberg, Financial Services, Investments, Account Reconciliation, Corporate Actions, Finance, Accounting

Education
Temple University   1995 — 1999
Bachelor's degree, Accounting

Joseph Vergnetti Joseph Vergnetti Greater Denver Area Details
Joseph Vergnetti's Delaware Investments, a member of the Macquarie Group Experience June 2002 - June 2005
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2014 - Present
Envestnet, Inc  August 2012 - August 2013
Great-West Retirement Services  July 2010 - August 2012
RAV-TEC Consulting, Inc.   April 2007 - December 2008
Vanguard  April 2006 - April 2007
Janney Montgomery Scott  June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group   June 2002 - June 2005
Prudential Financial  September 1997 - June 2002

Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services

Education
Penn State University   1992 — 1995
Business Management

Heather Balley Heather Balley Greater New York City Area Details
Heather Balley's Delaware Investments, a member of the Macquarie Group Experience August 2002 - December 2003
Job Vice President, Global Business Development MultiAsset at AB
Industry Financial Services
Experience
AB  October 2014 - Present
PIMCO  May 2013 - September 2014
Lincoln Financial Group  June 2010 - May 2013
Lincoln Financial Group  January 2004 - May 2010
Delaware Investments, a member of the Macquarie Group   August 2002 - December 2003
Mercer  June 2001 - July 2002
Mercer  September 2000 - June 2001
Mercer  November 1997 - August 2000
Simon and Schuster  June 1994 - October 1997

Skills
Financial Services, Retirement, Series 63, Insurance, Mutual Funds, Fixed Annuities, Series 6, Consulting, Estate Planning, Life Insurance, Marketing, CRM, Asset Management, Investments, Asset Allocation, Long-term Care, Relationship Management, Portfolio Management, Retirement Planning, Series 7, Finance, Employee Benefits, Product Development, Equities, Defined Benefit, Integrated Marketing, Fixed Income, Securities, Investment Strategies, Wealth Management, Marketing Strategy, Market Research, Management, Health Insurance, 401k, IRAs, Customer Insight, Alternative Investments, Risk Management, Pensions, Investment Advisory, Financial Advisory, Sales, Wealth, Disability Insurance, Investment Management, Human Resources, Strategic Financial..., B2B, New Business Development

Education
Lehigh University - College of Business and Economics   1990 — 1994
Bachelor of Science (B.S.), Marketing and Economics

Tracy Marrocco Tracy Marrocco Greater Philadelphia Area Details
Tracy Marrocco's Delaware Investments, a member of the Macquarie Group Experience 1998 - 2000
Job Marketing executive with extensive financial services experience and topnotch creative, analytical and editorial skills
Industry Financial Services
Experience
PNC  June 2013 - Present
Echo Point Investment Management, LLC   October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing   August 2012 - June 2013
Penn Mutual  September 2009 - May 2012
Penn Mutual  March 2008 - August 2009
Penn Mutual  March 2007 - March 2008
Vanguard  2006 - 2007
Liberty Ridge Capital  2002 - 2005
Pilgrim Baxter & Associates  2000 - 2002
Delaware Investments, a member of the Macquarie Group   1998 - 2000

Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance

Education
University of Pennsylvania
B.S., Economics, 3.82

Tripp Bailey Tripp Bailey New York, New York Details
Tripp Bailey's Delaware Investments, a member of the Macquarie Group Experience June 2006 - August 2006
Job Second Vice President at W.P. Carey Inc.
Industry Real Estate
Experience
W. P. Carey Inc.   July 2013 - Present
Eastdil Secured  May 2012 - August 2012
Clark Construction  2008 - 2011
Delaware Investments, a member of the Macquarie Group   June 2006 - August 2006

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2013
MBA, Real Estate

Washington and Lee University   2004 — 2008
BS, Accounting and Business Administration

Matt Calabro Matt Calabro Greater Philadelphia Area Details
Matt Calabro's Delaware Investments, a member of the Macquarie Group Experience June 2011 - Present
Job Deputy Chief Compliance Officer at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   June 2011 - Present
Raymond James Financial  April 1991 - May 2011
Raymond James Financial  April 1991 - May 2011
Raymond James Financial  June 2005 - March 2007
Raymond James Financial  1995 - 2005
Price Waterhouse  January 1990 - March 1991

Skills
Mutual Funds, Compliance, Risk Management, Financial Services, Transfer Agency, Asset Management, Finance, Financial Analysis, Fund Accounting, Investments, Financial Reporting, Internal Controls, Due Diligence, Fund Administration, SEC filings, Equities, Creative Problem Solving, AML, Leadership, Vendor Management, Oversight, Fixed Income, SEC reporting, Workflow Management, CPA, Code of Ethics, Investment Advisor..., Investment Company Act, Investment Companies, Valuation

Education
University of Florida - Warrington College of Business Administration   1989 — 1989
Masters, Accounting

University of Florida - Warrington College of Business Administration   1984 — 1989
Bachelors, Accounting

Omar Fodderwala Omar Fodderwala Greater New York City Area Details
Omar Fodderwala's Delaware Investments, a member of the Macquarie Group Experience May 2008 - August 2008
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group  September 2013 - Present
UnitedHealth Group  January 2012 - September 2013
ING Investment Management  June 2010 - August 2010
Delaware Investments, a member of the Macquarie Group   May 2008 - August 2008

Skills
Data Analysis, Communication Written, Oral Communications, Customer Service, Organizational Structure, Microsoft Office, Detail Orientation, Self Starter, Bilingual, Bloomberg, Risk Analysis, Access, iAvenue, Analysis, Strategic Planning, Auditing, Account Reconciliation, CRM, Finance, Microsoft Excel

Education
The University of Connecticut   2006 — 2011
Bachelor of Arts (B.A.), Economics

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

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

Education
2016 Level II Candidate in the CFA Program

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

Francesca Truska Francesca Truska Greater Chicago Area Details
Francesca Truska's Delaware Investments, a member of the Macquarie Group Experience 1997 - 2000
Job Executive Relationship Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  April 2013 - Present
New York Life Retirement Plan Services  April 2013 - April 2015
Lincoln Retirement Plan Services   November 2011 - April 2013
Prudential Financial  November 2010 - December 2011
Prudential Financial  September 2005 - November 2010
Investors Management Group, LTD   July 2003 - September 2004
Banc of American Capital Management   February 2000 - November 2002
MetLife Defined Contribution Group   March 2000 - January 2001
Delaware Investments, a member of the Macquarie Group   1997 - 2000

Skills
Defined Benefit, 401k, Series 6, Retirement, Series 63, Asset Allocation, CRM, Defined Contribution, Financial Services, Investment Advisory, Management, Marketing, Pensions, Relationship Management, Qualified Retirement..., Retirement Plan..., Retirement Planning, Series 7

Education
Northern Illinois University

Julie Frehafer Julie Frehafer Belmar, New Jersey Details
Julie Frehafer's Delaware Investments, a member of the Macquarie Group Experience May 2008 - August 2010
Job Engineer at NAVAIR
Industry Defense & Space
Experience
NAVAIR, U.S. Department of the Navy   July 2012 - Present
Lehigh University  January 2011 - May 2012
Clever Devices  2011 - 2011
Delaware Investments, a member of the Macquarie Group   May 2008 - August 2010

Skills
Solidworks, Bloomberg, Matlab, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Access, AutoCAD, Leadership, Product Development

Education
Stevens Institute of Technology   2012 — 2016
Master's degree, Systems Engineering

Lehigh University   2007 — 2012
Bachelor of Science (B.S.), Mechanical Engineering, Aerospace Minor

Lehigh University   2007 — 2012
Bachelor of Science (B.S.), Integrated Business and Engineering

Pennsbury High School   2003 — 2007

Dorothea Weber Dorothea Weber Warminster, Pennsylvania Details
Dorothea Weber's Delaware Investments, a member of the Macquarie Group Experience July 2001 - October 2010
Job Supervisor, Partner Processing at Ascensus
Industry Investment Banking
Experience
Ascensus  March 2013 - Present
State Street Bank  July 2012 - March 2013
BNP Paribas  October 2010 - June 2012
Delaware Investments, a member of the Macquarie Group   July 2001 - October 2010
CoreStates Bank  1994 - 1999

Skills
Relationship manager..., Daily cash reporting..., Policy and procedure..., Team building and..., Performance Management, Training & Development, Client quarterly billing, Management of Trade..., Leadership, Employee Benefits, Account Reconciliation, Equities, Trading, Financial Services, Securities, Settlement, Accounting, Employee Training, Cash Management, Mutual Funds, Process Improvement, Banking, Bloomberg, Fixed Income, Bonds, Investments, Asset Management, Management, Derivatives, Internal Controls, Auditing, Alternative Investments, Hedge Funds, Middle Office

Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General

Nicole Kruman Nicole Kruman Philadelphia, Pennsylvania Details
Nicole Kruman's Delaware Investments, a member of the Macquarie Group Experience February 2002 - September 2007
Job Vice President, Strategic Solutions Analyst
Industry Financial Services
Experience
BNY Mellon  June 2013 - Present
BNY Mellon  October 2007 - May 2013
Delaware Investments, a member of the Macquarie Group   February 2002 - September 2007

Education
University of Pennsylvania
MS Candidate, Organizational Dynamics

Temple University
BA, Economics and German, Summa Cum Laude

Megan McCurley Megan McCurley Greater Philadelphia Area Details
Megan McCurley's Delaware Investments, a member of the Macquarie Group Experience April 2012 - August 2014
Job Institutional Client Services, CenterSquare Investment Management
Industry Investment Management
Experience
CenterSquare Investment Management (formerly Urdang)   August 2014 - Present
AFPA Fitness   March 2014 - Present
Delaware Investments, a member of the Macquarie Group   April 2012 - August 2014
Delaware Investments, a member of the Macquarie Group   December 2010 - April 2012
Delaware Investments, a member of the Macquarie Group   August 2008 - December 2010
The Morning Call  June 2006 - August 2006

Skills
Asset Managment, Wealth Management, Financial Analysis, Social Media Marketing, 401k, Microsoft Excel, Insurance, Customer Service, Email Marketing, Marketing Communications, Fixed Income, Investments, Social Media, Asset Allocation, Hedge Funds, Financial Services, Mutual Funds, Marketing, Series 7, Online Marketing, Marketing Strategy, Risk Management, Portfolio Management, Series 63, Relationship Management, Alternative Investments, Finance, Uniform Combined State..., Sales, Call Centers, Advertising, Series 6, Securities, Equities, Investment Advisory, Retirement, Investment Strategies, Investment Management, Retirement Planning, Bloomberg, Analysis, Client Services, Defined Contribution, Mergers, Trading

Education
Saint Joseph's University   2014 — 2016
Master of Business Science, Finance and Financial Management Services

Susquehanna University   2004 — 2008
B.S. Business Administration, Marketing

Emmaus High School   2000 — 2004
High school diploma

Anya O'Malley Anya O'Malley Greater Philadelphia Area Details
Anya O'Malley's Delaware Investments, a member of the Macquarie Group Experience October 2011 - Present
Job Client Services Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   October 2011 - Present
Delaware Investments, a member of the Macquarie Group   October 2010 - October 2011
Delaware Investments, a member of the Macquarie Group   June 2008 - October 2010
Lincoln Financial Group  August 2007 - June 2008

Education
University of Vermont   2005 — 2007
MBA, Finance

Yaroslavl State University   1999 — 2005
BA, Law

Susquehanna University   2002 — 2003
Finance

Jonathan Connolly Jonathan Connolly Greater Philadelphia Area Details
Jonathan Connolly's Delaware Investments, a member of the Macquarie Group Experience September 2011 - December 2012
Job Director of Trust Solutions, UBS Financial Services
Industry Financial Services
Experience
UBS  September 2015 - Present
RBC Wealth Management - Estate and Trust Services   January 2013 - September 2015
Delaware Investments, a member of the Macquarie Group   September 2011 - December 2012
PNC  March 2008 - August 2011
TD Bank Group  July 1993 - February 2008

Skills
Cash Management, Mutual Funds, Series 7, Trust Services, Investments, Financial Services, Sales, Sales Management, Capital Markets, Estate Planning, Portfolio Management, Microsoft Office, Program Management, Securities, Uniform Combined State..., Banking, Product Development, Presenter, Musicians, Selling, Proposal Management, Corporate Trust, Fiduciary Services, Relationship Management, Asset Management, Loans, Finance, Treasury Management, Proposal Writing, Risk Management, Wealth Management, Asset Allocation, Series 66, Sales Coach, Consultative Selling, Escrow, Financial Analysis, Equities, Investment Advisory, Management, Financial Planning, Retirement Planning, Alternative Investments, Trusts, Retail Banking, Fixed Income, Wealth Management..., Asset Protection

Education
Rowan University   1995 — 1998
BA, History, Pre-Law

Main Line Paralegal Institute   1998 — 1999
Paralegal, Banking, Corporate, Finance, and Securities Law

Edgewood High School   1988 — 1993

Courtney Behar Courtney Behar Greater Philadelphia Area Details
Courtney Behar's Delaware Investments, a member of the Macquarie Group Experience April 2014 - Present
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   April 2014 - Present
1847 Financial  November 2012 - January 2014
ING Financial Partners  May 2010 - October 2012
Lincoln Financial Advisors  September 2009 - December 2009

Skills
Series 66, Series 7

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

Moore College of Art   2004 — 2014
Continuing Education Program

The Baldwin School

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

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

Education
Tuskegee University
Bachelors, Science Finance

Tuskegee University
Bachelors, Science Sales & Marketing

Lou Varanese Lou Varanese Greater Philadelphia Area Details
Lou Varanese's Delaware Investments, a member of the Macquarie Group Experience January 1988 - September 1994
Job Associate Vice President Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  September 2007 - Present
J B Hanauer & Co   April 2003 - September 2007
Halpert & Co   January 1995 - May 2003
Delaware Investments, a member of the Macquarie Group   January 1988 - September 1994
Philadelphia Stock Exchange  June 1987 - July 1988

Education
Temple University   1990 — 1992
Finance and Financial Management Services

St. John Neuman High School   1981 — 1985

Milissa Hutchinson Milissa Hutchinson New York, New York Details
Milissa Hutchinson's Delaware Investments, a member of the Macquarie Group Experience September 2015 - Present
Job Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   September 2015 - Present
JPMorgan Chase  July 2013 - September 2015
Morgan Stanley Wealth Management  March 2011 - July 2013
Morgan Stanley Smith Barney  October 2009 - February 2011
Studley Real Estate   May 2006 - August 2006

Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management

Education
University of Miami   2005 — 2009
Bachelor, Business Administration; Economics

Kate Chigounis Kate Chigounis Greater Philadelphia Area Details
Kate Chigounis's Delaware Investments, a member of the Macquarie Group Experience January 2010 - Present
Job Head of Operational Risk at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   January 2010 - Present
Lincoln Financial Group  2005 - January 2010
PricewaterhouseCoopers  2002 - 2005
Arthur Andersen, LLP  2000 - 2002

Skills
Auditing, Mutual Funds, Investments, Asset Management

Education
Moorestown High School

Rutgers University-New Brunswick

Nancy Nawn, CFP® Nancy Nawn, CFP® Greater Philadelphia Area Details
Nancy Nawn, CFP®'s Delaware Investments, a member of the Macquarie Group Experience March 1997 - February 2004
Job Chief Service Officer Northeast Region
Industry Financial Services
Experience
Mercer Advisors  January 2015 - Present
Mercer Advisors  April 2013 - December 2014
Mercer Advisors  August 2006 - December 2009
Merrill Lynch  January 2005 - March 2006
Delaware Investments, a member of the Macquarie Group   March 1997 - February 2004

Skills
Retirement Planning, Investment Management, Investments, Asset Allocation, Wealth Management, Management, Business Planning, Certified Financial..., Operations Management, Series 63, Series 7, Finance, Financial Services, Financial Planning, Business Process..., Investment Advisory, Securities, Portfolio Management, Comprehensive Planning, Front to Back Office, Sales Support Tools, Office Administration, Series 65

Education
St. Joseph's University   1998 — 2000
Master of Business Administration (MBA), Finance, General

Rowan University   1987 — 1991
Bachelor of Science (B.S.), Finance, General

Triton Regional HS

Kathleen Hewitt Kathleen Hewitt Philadelphia, Pennsylvania Details
Kathleen Hewitt's Delaware Investments, a member of the Macquarie Group Experience June 1988 - April 1997
Job Manager, Payroll Tax and International Operations at Trustees of the University of Pennsylvania
Industry Higher Education
Experience
Campbell Soup Company  August 2015 - Present
Campbell Soup Company  December 2014 - August 2015
Trustees of the University of Pennsylvania   January 2006 - August 2014
Temple University Hospital  November 2005 - December 2005
XL America  November 2004 - March 2005
Rohm and Haas  December 1999 - October 2004
CGU Insurance Company  April 1997 - March 1999
Delaware Investments, a member of the Macquarie Group   June 1988 - April 1997
General Accident Insurance Company (Ja.) Limited   September 1985 - May 1988

Skills
ERP, Management, Payroll, Software Documentation, Business Process..., Higher Education, Payroll Taxes, Internal Controls, Financial Analysis, Public Speaking, Microsoft Excel, General Ledger, Analysis, Data Analysis, Nonprofits, Employee Benefits, Microsoft Office, Outlook, Accounting, Account Reconciliation, Change Management, Business Analysis, Research, PowerPoint, Forecasting, Sarbanes-Oxley Act, Human Resources, Budgets, Financial Reporting, Data Entry, Financial Accounting, Project Management, Process Improvement, GAAP, PeopleSoft, Access, Managerial Finance, Tax, Internal Audit, Customer Service, Strategic Planning, Employee Relations, SAP, Leadership, Performance Management, Recruiting, Auditing, Training, Finance

Education
Philadelphia University
Bachelors of Science, Accounting

Peirce College   1988 — 1992
Associate's degree, Accounting, 3.9

Michael Dresh Michael Dresh Greater Philadelphia Area Details
Michael Dresh's Delaware Investments, a member of the Macquarie Group Experience December 1999 - December 2000
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life  December 2001 - Present
Lincoln Financial Distributors  January 2001 - December 2001
Delaware Investments, a member of the Macquarie Group   December 1999 - December 2000

Skills
Series 63, Series 7, Annuities, Mutual Funds, Public Speaking, Retirement Income..., Investments, Alternative Investments, Retirement, Fixed Annuities, Separately Managed..., Series 6, Variable Annuities, Retirement Planning, Strategic Financial..., Wealth Management

Education
Salisbury State University   1989 — 1991
Bachelor of Science, Business Administration

Widener University   1987 — 1989

Eric Vernacchio Eric Vernacchio Greater Philadelphia Area Details
Eric Vernacchio's Delaware Investments, a member of the Macquarie Group Experience August 2012 - 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   August 2012 - Present
Rockwell Associates  May 2010 - August 2012

Skills
Series 6, Series 63

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2010
Bachelor of Science, Finance and Marketing

Adana Mateja Adana Mateja Greater Philadelphia Area Details
Adana Mateja's Delaware Investments, a member of the Macquarie Group Experience 2012 - 2012
Job Designer/Art Director
Industry Graphic Design
Experience
Delaware Investments, a member of the Macquarie Group   2012 - 2012
Universal WorldEvents  2011 - 2012
HSG Advertising   June 2007 - June 2011
Moore College of Art & Design  2003 - 2007

Skills
Typography, Logo Design, InDesign, Graphic Design, Illustrator, Adobe Creative Suite, QuarkXPress, Layout, Brochures, Packaging, Corporate Identity, Dreamweaver, Photoshop, Invitations, Posters, Art Direction, Logos, Retouching, Web Design, Mac, Graphics, Advertising, Brand Development, Newsletters, HTML, PowerPoint, Concept Development, Annual Reports, Image Manipulation

Education
Moore College of Art and Design   2003 — 2007
BFA, Graphic Design

PW

Andrew Terreri, CPA Andrew Terreri, CPA Greater Philadelphia Area Details
Andrew Terreri, CPA's Delaware Investments, a member of the Macquarie Group Experience 2008 - 2008
Job Supervisor, External Reporting at Comcast
Industry Accounting
Experience
Comcast  October 2014 - Present
Comcast  October 2011 - October 2014
KPMG  October 2009 - October 2011
Delaware Investments, a member of the Macquarie Group   2008 - 2008

Skills
US GAAP, Oracle, CPA, Auditing, Accruals, Finance, Financial Reporting, SEC filings, Financial Accounting, Accounting, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis, IFRS, Financial Modeling, Internal Audit, Tax

Education
West Chester University of Pennsylvania
Master of Business Administration (M.B.A.)

Saint Joseph's University   2005 — 2009
Bachelor's, Accounting

Brianne Cowden Brianne Cowden Greater New York City Area Details
Brianne Cowden's Delaware Investments, a member of the Macquarie Group Experience April 2008 - June 2008
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2013 - Present
Sidley Austin LLP  June 2012 - August 2013
Fox Rothschild LLP  July 2011 - August 2011
US Congressman Mike Fitzpatrick   May 2011 - July 2011
Delaware Investments, a member of the Macquarie Group   April 2008 - June 2008

Education
Trinity College-Hartford   2008 — 2012
Bachelor’s Degree, History and Spanish

Universitat Pompeu Fabra   2010 — 2010
Barcelona, Spain

Germantown Academy   2004 — 2008

Lauren Whitehead Lauren Whitehead New York, New York Details
Lauren Whitehead's Delaware Investments, a member of the Macquarie Group Experience May 2011 - August 2011
Job CPA and Passed CFA Level 1
Industry Financial Services
Experience
EY  October 2015 - Present
EY  October 2012 - Present
Delaware Investments, a member of the Macquarie Group   May 2011 - August 2011
Zouk Capital   June 2009 - August 2009

Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Finance, Microsoft Word, Valuation

Education
Villanova University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude

Newton Country Day School   2001 — 2008

Danish Institute for Study Abroad
International Business

London School of Economics and Political Science
Finance

Wesley Williams, CIMA ® Wesley Williams, CIMA ® Greater Philadelphia Area Details
Wesley Williams, CIMA ®'s Delaware Investments, a member of the Macquarie Group Experience May 1999 - September 2001
Job Vanguard Regional Sales Manager
Industry Financial Services
Experience
Vanguard  August 2005 - Present
Lincoln Financial Distributors  October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group   May 1999 - September 2001
AllianceBernstein  May 1993 - April 1999

Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
MBA, Finance

Villanova University   1987 — 1991
BA, Economics

Jason Argyris Jason Argyris Philadelphia, Pennsylvania Details
Jason Argyris's Delaware Investments, a member of the Macquarie Group Experience June 2013 - Present
Job Credit Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   June 2013 - Present
Penn Capital Management  April 2012 - May 2013
The Linde Group  February 2011 - April 2012
W.R. Huff Asset Management   November 2006 - December 2010
BOC Gases  June 2005 - October 2006
Northrop Grumman / Electronic Systems   June 2001 - May 2005

Skills
Portfolio Management, Financial Analysis, Valuation, Due Diligence, Private Equity, Investments, Financial Modeling, Capital Markets, Strategy, Finance, Corporate Finance, Asset Management

Education
University of Maryland - Robert H. Smith School of Business   2002 — 2005
MBA, Finance

The Pennsylvania State University   1996 — 2001
BS, Mechanical Engineering

Phillip Dundas Phillip Dundas Greater New York City Area Details
Phillip Dundas's Delaware Investments, a member of the Macquarie Group Experience September 2009 - October 2010
Job Associate Director, Macquarie Securities Group
Industry Investment Banking
Experience
Macquarie Group  October 2010 - Present
Delaware Investments, a member of the Macquarie Group   September 2009 - October 2010
Macquarie Group Limited   October 2005 - September 2009
Coca-Cola Amatil  January 1999 - June 2005
Industrial Bank of Japan (now Mizuho Financial Group)   July 1996 - May 1998
Phoenix Contracting   January 1995 - June 1996

Skills
Virtualization, Servers, IT Strategy, Infrastructure, Vendor Management, Networking, Cisco Technologies, Business Analysis, Risk Management, Microsoft Technologies, Unix, Service Delivery, Security, Program Management, Change Management, Active Directory, Enterprise Software, Citrix, Management, Data Migration, Storage, Technical Architecture, Business Process..., Integration, CCNA, Project Management, ITIL, Project Delivery, Solution Architecture, Strategic Planning, Team Leadership, Operating Systems, Stakeholder Management, Microsoft Certified..., IT Management, Business Continuity, Cloud Computing, Enterprise Architecture, High Availability, IT Operations, IT Service Management, Governance, Disaster Recovery, Data Center, SDLC, System Deployment, VMware, Service Management, Information Technology, Incident Management

Education
UNSW Australia   1997 — 2006
Master of Commerce, Advanced Specialisation - Information Technology Management

Southern Cross University   1992 — 1994
Bachelor of Applied Science, Computing

Eric Frei, CMT Eric Frei, CMT Greater Philadelphia Area Details
Eric Frei, CMT's Delaware Investments, a member of the Macquarie Group Experience April 2011 - Present
Job
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   April 2011 - Present
Huntington State Beach   June 1991 - Present
Macquarie Bank  December 2007 - April 2011
Allegiance Capital  January 2001 - December 2007
Allegiance Capital  July 1999 - December 2001
CNA Trust  1997 - 1999
Bruno Mack and Barclay   1995 - 1996

Skills
Fixed Income, Bonds, Trading, Portfolio Management, Technical Analysis, Capital Markets, Bloomberg, Mutual Funds, Electronic Trading, Investments, Commodity, Financial Markets, Risk Management, Equities

Education
University of California, San Diego   1993 — 1996
Management Science Minor Engineering Mechanics, Quantitative Economics

CMTi

Colin Ludgate CIMA ® Colin Ludgate CIMA ® Greater Philadelphia Area Details
Colin Ludgate CIMA ®'s Delaware Investments, a member of the Macquarie Group Experience January 2013 - Present
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   January 2013 - Present
Merrill Lynch  November 2009 - December 2012
Merrill Lynch  August 2008 - October 2009
Merrill Lynch  August 2007 - July 2008
Monihan Realty   June 2004 - August 2007
Albridge Solutions  June 2003 - June 2004

Skills
Customer Service, Strategic Financial..., Investment Advisory, Process Improvement, ETFs, Investments, Bloomberg, Forecasting, Valuation, Salesforce.com, Sales, Fixed Income, Business Analysis, CRM

Education
The College of New Jersey   1999 — 2003
B.S. Business Administration, Finance

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

Skills
Series 24

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

Len Cantz Len Cantz Greater Philadelphia Area Details
Len Cantz's Delaware Investments, a member of the Macquarie Group Experience February 1997 - January 2000
Job Vice President Product Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing  July 2015 - Present
Capital Guardian LLC  June 2013 - March 2015
Albridge, an Affiliate of Pershing  June 2010 - June 2013
Bank of New York / Pershing - Albridge Solutions   June 2009 - June 2010
PNC Global Investment Services  June 2008 - June 2009
PNC Global Investment Services - Albridge Solutions   September 2007 - June 2008
Willow Financial Bank  March 2006 - September 2007
PFPC  2001 - 2006
J.P  January 2000 - January 2001
Delaware Investments, a member of the Macquarie Group   February 1997 - January 2000

Skills
Documentation, Financial Reporting, Supervisory Skills, Customer Relations, Problem Solving, Software Documentation, Customer Service, Operations Management, Relationship Management, Mutual Funds, Securities, Business Analysis, Risk Management, Training, Account Reconciliation, Management, Project Management, Analysis, Financial Services, Investments, Account Management, Six Sigma

Education
Peirce College   2009 — 2011
BS, Business Administration - Management

Northeast Catholic

Colleen (Cunningham) Ruff Colleen (Cunningham) Ruff Greater Philadelphia Area Details
Colleen (Cunningham) Ruff's Delaware Investments, a member of the Macquarie Group Experience 2006 - Present
Job Managed Accounts Wrap Accounting Supervisor at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   2006 - Present
UBS  2001 - 2006
UBS Financial Services, Inc.   2001 - 2006

Skills
Investments, Investment Banking, Mutual Funds

Education
Loyola College in Maryland   1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General

University of Newcastle-upon-Tyne   1999 — 2000
Study abroad, Finance

John Haydu, CPA, CIMA® John Haydu, CPA, CIMA® Greater Philadelphia Area Details
John Haydu, CPA, CIMA®'s Delaware Investments, a member of the Macquarie Group Experience March 2004 - Present
Job AVP Client Services at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   March 2004 - Present

Skills
Fixed Income, Investments, Mutual Funds, Accounting, Series 7

Education
Saint Joseph's University
BSBA, Finance

Alexandria Schenk, CIMA Alexandria Schenk, CIMA Greater Philadelphia Area Details
Alexandria Schenk, CIMA's Delaware Investments, a member of the Macquarie Group Experience 2000 - Present
Job AVP, Product Manager, at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group   2000 - Present

Education
University of Pennsylvania   1995 — 1999

Teresa Ferrante Teresa Ferrante San Francisco Bay Area Details
Teresa Ferrante's Delaware Investments, a member of the Macquarie Group Experience February 2000 - May 2001
Job Sales Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  November 2005 - Present
Travelers Life & Annuity  June 2002 - November 2005
AIG SunAmerica  July 2001 - June 2002
Delaware Investments, a member of the Macquarie Group   February 2000 - May 2001
Prudential Financial  July 1997 - February 2000

Skills
Separately Managed...

Education
Transylvania University   1990 — 1994
BA, Marketing, Psychology

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

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

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

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

Brad Seese Brad Seese Miami/Fort Lauderdale Area Details
Brad Seese's Delaware Investments, a member of the Macquarie Group Experience June 1996 - March 1997
Job Product Owner Team Lead at Sungard Investran
Industry Computer Software
Experience
SunGard  November 2010 - Present
Redi2 Technologies  February 2007 - October 2010
Sungard Investran  2001 - 2007
GreenHill Inc.   July 1998 - February 2001
Thomson Reuters  April 1997 - July 1998
Delaware Investments, a member of the Macquarie Group   June 1996 - March 1997

Skills
Agile Methodologies, Scrum, Software Project..., Software Development, Requirements Analysis, Databases, Business Analysis, Agile Project Management, Business Intelligence, Enterprise Software, SQL, Microsoft SQL Server, SDLC, Crystal Reports, Enterprise Architecture, Requirements Gathering, SSRS, T-SQL, Project Management, Process Improvement, TFS, Business Requirements, Software Documentation, Business Objects, Software Implementation, Team Leadership

Education
Pennsylvania State University   1992 — 1996
Bachelor of Science (B.S.), Finance, General

Dianne C. Morrow Dianne C. Morrow San Francisco, California Details
Dianne C. Morrow's Delaware Investments, a member of the Macquarie Group Experience November 2006 - May 2012
Job Vice President at BlackRock/iShares
Industry Financial Services
Experience
BlackRock  June 2012 - Present
Delaware Investments, a member of the Macquarie Group   November 2006 - May 2012
SEI  2000 - 2007
Morgan, Lewis & Bockius LLP   1995 - 2000

Skills
FINRA, Analysis, Mutual Funds, Painting, SEC, Financial Services, Drawing, Investment Management, Proofreading, Organizational..., Application Development, Public Relations, 40 Act Law, Writing, Investments, Presentation Skills

Education
Rice University   1980 — 1984
BA, English and Art/Art History

Pennsylvania Academy of Fine Arts   1989 — 1993
Certificate, Painting

Daniel Bussiere Daniel Bussiere Boston, Massachusetts Details
Daniel Bussiere's Delaware Investments, a member of the Macquarie Group Experience July 2010 - April 2011
Job CFA, Financial Technology professional
Industry Financial Services
Experience
Linedata  April 2011 - Present
Delaware Investments, a member of the Macquarie Group   July 2010 - April 2011
Investment Technology Group  January 2006 - December 2009
The Macgregor Group  July 2002 - December 2005
The Macgregor Group  May 2000 - July 2002
Thomson Financial  June 1998 - May 2000

Education
University of New Hampshire   1984 — 1989
BS, Economics and Business Administration

Kimberlee Knecht Kimberlee Knecht New York, New York Details
Kimberlee Knecht's Delaware Investments, a member of the Macquarie Group Experience June 2007 - August 2007
Job Licensed Real Estate Salesperson at Compass
Industry Real Estate
Experience
Compass Inc.  September 2014 - Present
The Corcoran Group  November 2012 - September 2014
Morgan Stanley  May 2011 - November 2012
Bank of America  June 2009 - May 2011
Delaware Investments, a member of the Macquarie Group   June 2007 - August 2007
Beacon Commercial Real Estate  June 2006 - August 2006

Skills
Financial Analysis, Valuation, Financial Modeling, Real Estate, Corporate Finance, Banking, Real Estate Transactions, Real Estate Staging, Real Estate Development, Commercial Real Estate

Education
University of Delaware   2005 — 2009
BS, Finance and Marketing

The Episcopal Academy   1993 — 2005
High School

James Gruver James Gruver Greater Minneapolis-St. Paul Area Details
James Gruver's Delaware Investments, a member of the Macquarie Group Experience January 1996 - April 2000
Job Senior Managing Director, Global Head of Investor Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management  May 2013 - Present
BNY Mellon Asset Management  June 2009 - May 2013
BNY Mellon Asset Management Australia   June 2003 - June 2009
Mellon Global Investments   November 2001 - June 2003
InvestorForce  April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group   January 1996 - April 2000
Morley Capital Management   November 1995 - December 1996
SEI Investments  1993 - 1995

Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity

Education
University of Notre Dame   1989 — 1993
BA, Economics & Pychology

Kevin Lucey Kevin Lucey Greater Philadelphia Area Details
Kevin Lucey's Delaware Investments, a member of the Macquarie Group Experience June 2003 - December 2006
Job Managing Director at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane  January 2007 - Present
Delaware Investments, a member of the Macquarie Group   June 2003 - December 2006
Putnam Investments  1995 - 2003

Education
Merrimack College   1985 — 1989
Bachelor of Science (BS), Finance

Jack Graugnard Jack Graugnard Greater New Orleans Area Details
Jack Graugnard's Delaware Investments, a member of the Macquarie Group Experience May 2007 - June 2010
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
Allianz Life  June 2010 - June 2013
Delaware Investments, a member of the Macquarie Group   May 2007 - June 2010
Franklin Templeton Investments  March 2006 - May 2007

Education
Louisiana State University   1997 — 2001
BA, History

Ian Ferry Ian Ferry San Francisco Bay Area Details
Ian Ferry's Delaware Investments, a member of the Macquarie Group Experience October 2011 - May 2014
Job Founding Partner at Jackson Square Partners
Industry Financial Services
Experience
Jackson Square Partners   May 2014 - Present
Delaware Investments, a member of the Macquarie Group   October 2011 - May 2014
Fidelity Investments  August 2010 - October 2011
Carlson Capital  June 2009 - September 2009
HarbourVest Partners  August 2005 - August 2008
Houlihan Lokey Howard Zukin   2004 - 2005

Skills
Valuation

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA

Tulane University   1998 — 2002
BS

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

Education
Philadelphia University
BS, Finance

Thomas Socha Thomas Socha Greater New York City Area Details
Thomas Socha's Delaware Investments, a member of the Macquarie Group Experience April 2002 - February 2006
Job Senior Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  2006 - Present
Delaware Investments, a member of the Macquarie Group   April 2002 - February 2006
GE Capital  2000 - 2002

Skills
Global Investment..., Asset Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Capital Markets, Investments, Series 7, Bloomberg, Private Equity, Financial Modeling, Equity Research, Valuation, Investment Management, Series 63, Bonds, Mutual Funds, Securities, Due Diligence, Derivatives, Investment Banking, High Yield

Education
New York University
Master of Business Administration (MBA), Finance.

Trinity College-Hartford

Jeff Kirk Jeff Kirk Greater Denver Area Details
Jeff Kirk's Delaware Investments, a member of the Macquarie Group Experience March 1996 - August 1999
Job Senior Manager Information Systems at InterCall
Industry Computer Software
Experience
InterCall  November 2010 - Present
Genesys Conferencing  January 2006 - November 2010
Genesys Conferencing  March 2002 - June 2005
Genesys Conferencing  May 2000 - February 2002
Maxim Group - Boulder Police Department   April 2000 - April 2000
GMAC Commercial Mortgage  August 1999 - February 2000
Delaware Investments, a member of the Macquarie Group   March 1996 - August 1999

Skills
SharePoint, Enterprise Software, Telecommunications, Project Management, SQL, Databases, Integration, Management, Testing, Software Documentation, Vendor Management, Leadership, Salesforce.com, Troubleshooting, Enterprise Architecture, Team Leadership, IT Management, Business Intelligence, SDLC, Team Management, Requirements Analysis, Analysis, Strategic Planning, Business Analysis, Virtualization, dev ops, Integrity, ITIL, Data Analysis, ITIL Certified

Education
PTS Learning Systems   1998 — 1999

Beaver College   1997 — 1998
Software Development, A

Pierce College   1992 — 1993
Associates Degree in Applied Science, Enterprise Computing, 4.00

Jeffrey Miller, QKA Jeffrey Miller, QKA Portland, Oregon Area Details
Jeffrey Miller, QKA's Delaware Investments, a member of the Macquarie Group Experience 1998 - 2000
Job New Business Implementation Coordinator at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services  November 2010 - March 2015
Standard Retirement Services  November 2007 - November 2010
The Vanguard Group  2000 - October 2007
Delaware Investments, a member of the Macquarie Group   1998 - 2000
Buck Consultants  1996 - 1998

Skills
403 b, Customer Service, Project Management, Pensions, Retirement Planning, Insurance, Management, Business Planning, Analysis, Investments, 401k, Retirement Services, 401(k) and 403(b) Plan..., Plan Administration, Plan Design, Retirement Plan Mergers..., Legal Documents, Employee Benefits, Defined Contribution, Mergers, Consulting, Financial Services, Retirement

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2006
MBA, Management

Rutgers, The State University of New Jersey-New Brunswick   2002 — 2003
Leadership & Management

Stanford University Graduate School of Business
Finance of Retirements and Pensions

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

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

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

Syracuse University   1991 — 1995
BA, Psychology

New Hampton School   1989 — 1991

Jamie Weinstein Jamie Weinstein Philadelphia, Pennsylvania Details
Jamie Weinstein's Delaware Investments, a member of the Macquarie Group Experience November 2012 - Present
Job Internal Sales Consultant Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   November 2012 - Present
Merrill Lynch  August 2011 - October 2012
Merrill Lynch  February 2010 - July 2011
Northwestern Mutual  June 2009 - November 2009

Skills
Series 7, Mutual Funds, Retirement, Insurance, IRAs, Retirement Planning, Asset Allocation, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, Financial Advisory, Finance

Education
Penn State University   2005 — 2009
Bachelor of Arts (BA), Finance, General

Carl Berg Carl Berg Newbury, New Hampshire Details
Carl Berg's Delaware Investments, a member of the Macquarie Group Experience August 1995 - January 1998
Job Vice President at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments  September 2008 - Present
MFS Investment Management  February 1998 - September 2008
Delaware Investments, a member of the Macquarie Group   August 1995 - January 1998

Education
Syracuse University   1988 — 1991
BA, Economics

Sathya Puthraya Sathya Puthraya Greater Philadelphia Area Details
Sathya Puthraya's Delaware Investments, a member of the Macquarie Group Experience 2007 - 2008
Job Senior IT Solutions Architect
Industry Information Technology and Services
Experience
Ciber Inc  August 2006 - Present
Delaware Investments, a member of the Macquarie Group   2007 - 2008
Astra Zeneca  2006 - 2008
DeLage Landen Financial Services   September 2004 - June 2006

Skills
SDLC, Microsoft SQL Server, Software Project..., Business Analysis, Enterprise Architecture, Solution Architecture, XML

Education
University of Mysore   1995 — 1998
MCA, Computer Applications

Brenda Sprigman Brenda Sprigman Greater Philadelphia Area Details
Brenda Sprigman's Delaware Investments, a member of the Macquarie Group Experience 1998 - 2010
Job Chief Financial Officer
Industry Government Administration
Experience
Township of Maple Shade   December 2014 - Present
West Deptford Twp   January 2013 - May 2014
Gloucester County College  January 2011 - December 2012
Delaware Investments, a member of the Macquarie Group   1998 - 2010
DuPont  1990 - 1998
General Electric  1984 - 1987

Education
Rutgers, Government Administration Studies   2013 — 2014

Rutgers University – Camden   1984 — 1987
MBA, Finance

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

Skills
Industry Analysis, Bloomberg, Investment Strategies

Education
University of Delaware   2001 — 2005

William Engmann William Engmann Greater New York City Area Details
William Engmann's Delaware Investments, a member of the Macquarie Group Experience 2000 - 2004
Job Research at CKC Capital
Industry Financial Services
Experience
CKC Capital   2012 - Present
BTIG  2009 - 2010
Deutsche Bank  2005 - 2008
Goldman Sachs  2004 - 2005
Delaware Investments, a member of the Macquarie Group   2000 - 2004

Skills
High Yield, CLO, Trading, Credit Derivatives

Education
Massachusetts Institute of Technology
BS, Chemical Engineering

Brian Ergood Brian Ergood Greater Philadelphia Area Details
Brian Ergood's Delaware Investments, a member of the Macquarie Group Experience April 2004 - April 2012
Job Valuation Senior Associate at Pine Hill Valuation Services, LLC
Industry Financial Services
Experience
Pine Hill Valuation Services, LLC   June 2015 - Present
Murray, Devine & Co.   April 2012 - June 2015
Delaware Investments, a member of the Macquarie Group   April 2004 - April 2012
Delaware Investments, a member of the Macquarie Group   August 2002 - April 2004
Nuveen Investments  November 2000 - August 2002

Skills
Equity Valuation, Valuation, Business Valuation, Financial Modeling, DCF Valuation, Investment Research, Impairment Testing, Litigation Support, Purchase Price..., Financial Analysis, US GAAP, M&A analysis, Report Writing, Bloomberg

Education
Rutgers, The State University of New Jersey-Camden   2007 — 2011
MBA, Finance and Management, 3.8

Rutgers University-New Brunswick   1997 — 2000
BS, Business Economics

Kristen Tavella Kristen Tavella Greater Philadelphia Area Details
Kristen Tavella's Delaware Investments, a member of the Macquarie Group Experience May 2002 - May 2006
Job VP, Performance Measurement Manager
Industry Financial Services
Experience
PNC Asset Management  August 2012 - Present
PNC Wealth Management  March 2007 - August 2012
Morgan Stanley  May 2006 - February 2007
Delaware Investments, a member of the Macquarie Group   May 2002 - May 2006

Skills
Bloomberg, Excel, PowerPoint, Access, Zephyr Style Advisor, Project Management, Wealth Management..., Management, Microsoft Office, Mutual Funds, Performance Measurement, Investment Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Management, Financial Services, Microsoft Excel, Investments

Education
University of Maryland University College   2008 — 2012
Masters, Business Administration

LaSalle University   1998 — 2002
Bachelor of Arts, Dual, Marketing & Management Information Systems

Ray McCarthy Ray McCarthy Jacksonville, Florida Area Details
Ray McCarthy's Delaware Investments, a member of the Macquarie Group Experience 1998 - 2000
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2003 - Present
Nationwide Financial  December 2001 - December 2003
Lincoln Financial Distributors  2000 - 2001
Delaware Investments, a member of the Macquarie Group   1998 - 2000
Hornor Townsend & Kent  1995 - 1998
The Copeland Companies  1990 - 1995
Merrill Lynch  1989 - 1990

Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning

Education
Rider University   1990 — 1994
MBA

The College of New Jersey   1984 — 1988
BS

Dennis Cassidy Dennis Cassidy Greater Philadelphia Area Details
Dennis Cassidy's Delaware Investments, a member of the Macquarie Group Experience 1992 - 1995
Job Internal Auditor at New Jersey Judiciary
Industry Judiciary
Experience
New Jersey Judiciary  Program AccountantPrimestar Partners1995 - 1998
Delaware Investments, a member of the Macquarie Group   1992 - 1995
Ernst & Young  1988 - 1992

Education
Saint Joseph's University   1980 — 1988
B.S., Accounting

Nilesh Pathak Nilesh Pathak Greater Philadelphia Area Details
Nilesh Pathak's Delaware Investments, a member of the Macquarie Group Experience September 2004 - February 2006
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  February 2006 - Present
Delaware Investments, a member of the Macquarie Group   September 2004 - February 2006
PFPC Inc. (PNC Global Investment Servicing)   1994 - 2004

Skills
Tax, Fund Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Project Management, Internal Controls, CPA, Corporate Tax, Financial Services, GAAP, SEC filings, Auditing, Financial Planning, SEC Filings, Mutual Funds, Finance

Education
The Institute of Chartered Accountants of India
Chartered Accountant

Kristin Jeffrey Kristin Jeffrey Philadelphia, Pennsylvania Details
Kristin Jeffrey's Delaware Investments, a member of the Macquarie Group Experience September 2013 - 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   September 2013 - Present

Education
Penn State University   2007 — 2011
Bachelor Science, Marketing, International Studies

Micah Messinger Micah Messinger Greater Philadelphia Area Details
Micah Messinger's Delaware Investments, a member of the Macquarie Group Experience July 2010 - September 2010
Job Security Management Program Analyst at Verizon Enterprise Solutions
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions  December 2013 - Present
Einstein Medical Center Philadelphia  April 2011 - December 2013
Delaware Investments, a member of the Macquarie Group   July 2010 - September 2010
Mercer  May 2007 - November 2008

Skills
Information Security, HIPAA, Healthcare Information..., Healthcare, Software Documentation, Data Analysis, Security, Visio, Computer Security, MCP, MCDST, MCITP, CompTia Project +, CompTia Security +, MCTS, CCENT, CCNA, Microsoft Certified..., Microsoft Certified..., Microsoft Certified..., Microsoft Server 2008..., Network Infrastructure..., Microsoft SharePoint..., Microsoft Office..., Cisco Certified Entry..., Cisco Certified Network..., Access, Cerner, Management, Help Desk Support, Social Media, Active Directory, Microsoft Certified..., CompTIA, Analysis

Education
Richard Stockton College of New Jersey
Philosophy

Joseph Dever, QKA Joseph Dever, QKA Philadelphia, Pennsylvania Details
Joseph Dever, QKA's Delaware Investments, a member of the Macquarie Group Experience February 2003 - September 2004
Job Client Relationship Manager at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services  June 2008 - Present
Ascensus  September 2004 - February 2008
Delaware Investments, a member of the Macquarie Group   February 2003 - September 2004

Education
La Salle University   1986 — 1990
Bachelor of Science in Business Administration, Accounting

Archbishop Wood High School   1982 — 1986

Allyson Hutchinson Allyson Hutchinson Greater Philadelphia Area Details
Allyson Hutchinson's Delaware Investments, a member of the Macquarie Group Experience August 2008 - January 2011
Job Associate Director, Specialized Masters Programs, Villanova School of Business at Villanova University
Industry Higher Education
Experience
Villanova University  2013 - Present
Villanova University  January 2011 - Present
Delaware Investments, a member of the Macquarie Group   August 2008 - January 2011
Lehigh Valley Hospital and Health Network  June 2007 - August 2007

Skills
Financial Services, Asset Management

Education
Villanova University
MBA

Susquehanna University   2004 — 2008
Bachelor of Science, Business Administration, specializing in Marketing and Human Resources

Amy Searles Amy Searles Greater Philadelphia Area Details
Amy Searles's Delaware Investments, a member of the Macquarie Group Experience February 2005 - Present
Job Exec Assistant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   February 2005 - Present

Skills
Outlook, PowerPoint, Administration, Word, Excel, Microsoft Office, Event Planning

Education
The College of New Jersey   1995 — 1999
Bachelor of Science, Business Management

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

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

Education
Pennsylvania State University   1985 — 1987
BA, Math

Providence College   1981 — 1985
MA, Math/Computer Science

Darlene Vandewater Darlene Vandewater Greater Philadelphia Area Details
Darlene Vandewater's Delaware Investments, a member of the Macquarie Group Experience 1996 - 2000
Job Former Senior Fixed Income Trader at The Vanguard Group
Industry Financial Services
Experience
Darlene Vandewater   January 2014 - Present
Vanguard  September 2001 - December 2013
Delaware Investments, a member of the Macquarie Group   1996 - 2000
T. Rowe Price  1987 - 1996

Skills
Fixed Income, Bonds, oboist and English horn, High Yield, Asset Allocation, Bloomberg, Trading, Capital Markets, Microsoft Office, Derivatives

Education
Virginia Polytechnic Institute and State University   1980 — 1983
Bachelor of Science (BS), Building Construction

Towson University   1978 — 1980

Michelle Bui Michelle Bui Greater Philadelphia Area Details
Michelle Bui's Delaware Investments, a member of the Macquarie Group Experience January 2001 - December 2002
Job Sr. Data Analyst at The AmeriHealth Caritas Family of Companies
Industry Hospital & Health Care
Experience
The AmeriHealth Caritas Family of Companies  November 2009 - Present
Team Health  2005 - 2009
Delaware Investments, a member of the Macquarie Group   January 2001 - December 2002

Skills
Microsoft Office suite, Business Intelligence, Business Objects, xCelsius, Universe Designer, BI Query, GeoAccess, Data Cleaner, Disruption Analyst, Directory Expert, Geocoders, Quest Analytics, Dreamweaver, Oracle SQL, Crystal Reports, Microsoft Office, Healthcare Management, SAS, SQL, Medicare, Analysis, Databases, Data Analysis, Process Improvement, Data Mining, Visio, Medicaid, Healthcare, Data Modeling, Provider Relations, Health Insurance, Hospitals, Data Warehousing, Informatics, Healthcare Information..., Access, Business Analysis, HIPAA, Utilization Management, Managed Care

Education
Temple University
Bachelor's degree, MIS - Management Information System

Tran Mercede Tran Mercede Philadelphia, Pennsylvania Details
Tran Mercede's Delaware Investments, a member of the Macquarie Group Experience March 2007 - April 2010
Job Operations Accountant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2010 - Present
Delaware Investments, a member of the Macquarie Group   March 2007 - April 2010
Citizens Bank  November 2004 - March 2007

Education
Temple University   2001 — 2005
BS, Accounting

Justin Stepanow Justin Stepanow Philadelphia, Pennsylvania Details
Justin Stepanow's Delaware Investments, a member of the Macquarie Group Experience August 2012 - Present
Job Shareholder Services Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   August 2012 - Present
LPL Financial  July 2008 - February 2012
Wells Fargo Financial  October 2007 - June 2008

Education
The College of New Jersey   2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Ritesh Raval, CFA Ritesh Raval, CFA Philadelphia, Pennsylvania Details
Ritesh Raval, CFA's Delaware Investments, a member of the Macquarie Group Experience August 2006 - September 2007
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  October 2010 - Present
BNY Mellon  October 2007 - October 2010
Delaware Investments, a member of the Macquarie Group   August 2006 - September 2007
Delaware Investments, a member of the Macquarie Group   January 2004 - July 2006
Delaware Investments, a member of the Macquarie Group   January 2003 - December 2003

Education
Rowan University   2005 — 2007
Master of Business Administration (MBA), Finance, General

Virginia Tech   1998 — 2002
Bachelor of Science (BS), Finance, General

James Rensman James Rensman West Chester, Pennsylvania Details
James Rensman's Delaware Investments, a member of the Macquarie Group Experience March 2007 - March 2011
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Prudential Investments  April 2015 - Present
Guggenheim Investments  March 2011 - April 2015
Delaware Investments, a member of the Macquarie Group   March 2007 - March 2011

Education
St. Joseph's University   1997 — 2001
Bachelor of Science (B.S.), Finance, General

Spencer Tullo Spencer Tullo Glenside, Pennsylvania Details
Spencer Tullo's Delaware Investments, a member of the Macquarie Group Experience 2002 - 2007
Job HY Bond Trader at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  HY Bond TraderLogan Circle Partners2007 - Present
Delaware Investments, a member of the Macquarie Group   2002 - 2007

Education
Middlebury College   1991 — 1995

Chen, Wen-Dar Chen, Wen-Dar Warren, New Jersey Details
Chen, Wen-Dar's Delaware Investments, a member of the Macquarie Group Experience 2004 - Present
Job Portfolio Manager at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   2004 - Present
JPMorGan Chase  1997 - 2004

Education
Princeton University   1979 — 1983
Phd, Geophysical Fluid Dynamics

South Dakota School of Mines and Technology   1978 — 1979

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