Dwight Asset Management
Description
Founded: 1983 Parent organization: Goldman Sachs Asset Management LPFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportGoldman Sachs Asset ManagementWebsiteDirections Saved (0) Saved Save Insurance agency in Burlington, Vermont Address: 100 Bank St #800, Burlington, VT 05401Place name: Website: : : Phone: : Category: Hours: : : : Website: http://www.goldmansachs.com/gsam/institutions/products/dcio/capital-preservation/index.html Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Goldman Sachs Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
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Dwight Asset Management Employees
Employee
Years
Job
Industry
Ann Connell, CPA Ann Connell, CPA's Dwight Asset Management Experience 1994 - 2003
Job Accountant
Industry Accounting
Experience
International Auto Logistics April 2014 - Present
Saussy Burbank July 2012 - September 2013
Ginkgo Residential LLC May 2007 - June 2012
Cannon School August 2006 - May 2007
Bilodeau Wells 2004 - 2006
Dwight Asset Management 1994 - 2003
KPMG 1992 - 1994
Susan Mousseau CPA 1990 - 1992
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Excel, Variance Analysis, Internal Controls, General Ledger, Property Management, Auditing, GAAP, Financial Accounting, Microsoft Word, Budgets, Sarbanes-Oxley Act, Bookkeeping, Payroll, QuickBooks, Great Plains Software, Bank Reconciliation, Invoicing, Forecasting, Access
Education
State University of New York College at Plattsburgh 1990 — 1992
BS, Accounting
Southern New Hampshire University 1978 — 1982
BS, MIS
Randolph Union High School
International Auto Logistics April 2014 - Present
Saussy Burbank July 2012 - September 2013
Ginkgo Residential LLC May 2007 - June 2012
Cannon School August 2006 - May 2007
Bilodeau Wells 2004 - 2006
Dwight Asset Management 1994 - 2003
KPMG 1992 - 1994
Susan Mousseau CPA 1990 - 1992
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Excel, Variance Analysis, Internal Controls, General Ledger, Property Management, Auditing, GAAP, Financial Accounting, Microsoft Word, Budgets, Sarbanes-Oxley Act, Bookkeeping, Payroll, QuickBooks, Great Plains Software, Bank Reconciliation, Invoicing, Forecasting, Access
Education
State University of New York College at Plattsburgh 1990 — 1992
BS, Accounting
Southern New Hampshire University 1978 — 1982
BS, MIS
Randolph Union High School
Andrew Claeys, CFA Andrew Claeys, CFA's Dwight Asset Management Experience 2004 - 2004
Job Director of Trading at Analytic Investors
Industry Investment Management
Experience
Analytic Investors July 2013 - Present
Analytic Investors January 2007 - June 2013
Geronimo Financial January 2004 - December 2006
Dwight Asset Management 2004 - 2004
Founders Asset Management 2003 - 2003
Skills
Trading, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Bloomberg, Capital Markets, Equity Trading, Fixed Income, Investment Management, Investment Strategies, Investments, Motorcycle, Mutual Funds, Options, Quantitative Analytics
Education
University of Denver 2001 — 2005
Bachelor of Science (BS), Finance, General, 3.8
Analytic Investors July 2013 - Present
Analytic Investors January 2007 - June 2013
Geronimo Financial January 2004 - December 2006
Dwight Asset Management 2004 - 2004
Founders Asset Management 2003 - 2003
Skills
Trading, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Bloomberg, Capital Markets, Equity Trading, Fixed Income, Investment Management, Investment Strategies, Investments, Motorcycle, Mutual Funds, Options, Quantitative Analytics
Education
University of Denver 2001 — 2005
Bachelor of Science (BS), Finance, General, 3.8
Anicia Mendez Anicia Mendez's Dwight Asset Management Experience May 2005 - May 2012
Job Managing Director, Consultant Executive at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Tracey MacLellan Tracey MacLellan's Dwight Asset Management Experience February 2003 - July 2012
Job Senior Marketing Specialist at AIG
Industry Insurance
Experience
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
Dawn Silvia's Dwight Asset Management Experience July 2006 - June 2010
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management June 2010 - Present
Dwight Asset Management July 2006 - June 2010
Conning Asset Management March 1993 - July 2006
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Bloomberg, Equities, Bonds, Risk Management, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Securities, Structured Products, Valuation, Credit Analysis, Financial Analysis
Education
University of Hartford 2004 — 2006
MBA, Finance
Quinnipiac University - School of Business 1990 — 1996
BS, Business Management
JP Morgan Asset Management June 2010 - Present
Dwight Asset Management July 2006 - June 2010
Conning Asset Management March 1993 - July 2006
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Bloomberg, Equities, Bonds, Risk Management, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Securities, Structured Products, Valuation, Credit Analysis, Financial Analysis
Education
University of Hartford 2004 — 2006
MBA, Finance
Quinnipiac University - School of Business 1990 — 1996
BS, Business Management
Bill Purcell's Dwight Asset Management Experience November 2010 - October 2011
Job System Engineer at Computer Professionals International
Industry Computer & Network Security
Experience
Computer Professionals International October 2011 - Present
Eagle-Matt Lee Fire Company #1 February 2012 - Present
Dwight Asset Management November 2010 - October 2011
Winooski Fire Department September 2008 - October 2011
Competitive Computing June 2010 - October 2010
Ben & Jerry's October 2009 - May 2010
Ben & Jerry's October 2007 - April 2008
Skills
Windows Server, Active Directory, Network Security, Windows 7, Group Policy, Disaster Recovery, DNS, DHCP, Microsoft Exchange, Symantec Endpoint..., Symantec Backup, VMware, Veeam, Citrix, Windows XP Pro, Apple OS, Microsoft Office, Hardware, Security, Technical Support, Servers, VMware ESX, Networking, Switches, Firewalls, Software Installation
Education
Champlain College 2006 — 2010
Bachelor of Science, Computer Networking and Information Security
Champlain College 2006 — 2010
Bachelor of Science, Computer and Digital Forensics
Computer Professionals International October 2011 - Present
Eagle-Matt Lee Fire Company #1 February 2012 - Present
Dwight Asset Management November 2010 - October 2011
Winooski Fire Department September 2008 - October 2011
Competitive Computing June 2010 - October 2010
Ben & Jerry's October 2009 - May 2010
Ben & Jerry's October 2007 - April 2008
Skills
Windows Server, Active Directory, Network Security, Windows 7, Group Policy, Disaster Recovery, DNS, DHCP, Microsoft Exchange, Symantec Endpoint..., Symantec Backup, VMware, Veeam, Citrix, Windows XP Pro, Apple OS, Microsoft Office, Hardware, Security, Technical Support, Servers, VMware ESX, Networking, Switches, Firewalls, Software Installation
Education
Champlain College 2006 — 2010
Bachelor of Science, Computer Networking and Information Security
Champlain College 2006 — 2010
Bachelor of Science, Computer and Digital Forensics
Jeff Dickinson Jeff Dickinson's Dwight Asset Management Experience June 2007 - May 2012
Job Associate Graphic Designer
Industry Design
Experience
Goldman Sachs May 2012 - Present
ShotinVermont.com 2008 - Present
Dwight Asset Management June 2007 - May 2012
Burlington Free Press November 1997 - June 2007
2D Interactive January 1997 - June 1997
Skills
Graphic Designer, Adobe Creative Suite, Information Graphics, Layout Design, Creative Presentations, Presentation Design, Visual Data..., Data Analysis, Photographer, Photo Illustration, Writer, Joomla, Layout, Marketing, Graphic Design, Photography, Image Editing, InDesign
Education
Lyndon State College 1993 — 1997
BA, Communications - Graphic Design
Goldman Sachs May 2012 - Present
ShotinVermont.com 2008 - Present
Dwight Asset Management June 2007 - May 2012
Burlington Free Press November 1997 - June 2007
2D Interactive January 1997 - June 1997
Skills
Graphic Designer, Adobe Creative Suite, Information Graphics, Layout Design, Creative Presentations, Presentation Design, Visual Data..., Data Analysis, Photographer, Photo Illustration, Writer, Joomla, Layout, Marketing, Graphic Design, Photography, Image Editing, InDesign
Education
Lyndon State College 1993 — 1997
BA, Communications - Graphic Design
John Dyer, CFA John Dyer, CFA's Dwight Asset Management Experience July 2009 - May 2012
Job Research Analyst at Seix Advisors
Industry Financial Services
Experience
Dwight Asset Management July 2009 - May 2012
Lehman Brothers Asset Management May 2003 - June 2009
The Hanover Insurance Group 2001 - 2003
Putnam Investments 1996 - 1999
Skills
Risk Management, Credit, Banking, Credit Analysis, Credit Risk, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance, Finance GPA 3.9
Villanova University 1991 — 1995
BS, Finance, GPA 3.4
Dwight Asset Management July 2009 - May 2012
Lehman Brothers Asset Management May 2003 - June 2009
The Hanover Insurance Group 2001 - 2003
Putnam Investments 1996 - 1999
Skills
Risk Management, Credit, Banking, Credit Analysis, Credit Risk, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance, Finance GPA 3.9
Villanova University 1991 — 1995
BS, Finance, GPA 3.4
Adam Sicard Adam Sicard's Dwight Asset Management Experience July 2008 - May 2012
Job Head of Portfolio Management Operations at Performa Limited (US), LLC
Industry Financial Services
Experience
Performa Limited (US), LLC April 2015 - Present
Maple Capital Management February 2014 - March 2015
GE Healthcare March 2013 - January 2014
Dwight Asset Management, a Goldman Sachs Company May 2012 - December 2012
Dwight Asset Management July 2008 - May 2012
State Street Bank January 2008 - July 2008
Investors Bank & Trust June 1999 - January 2008
Skills
Fixed Income, Client Service, Risk Management, Portfolio Management, Portfolio Accounting, Operations Management, Financial Analysis, Accounting, Fund Accounting, Account Reconciliation, Auditing, Operational Risk, Vendor Management, Process Improvement, Internal Controls, Finance, Financial Services
Education
Suffolk University
Masters, Accounting
Providence College 1995 — 1999
Business, Finance, Management
CHS
Performa Limited (US), LLC April 2015 - Present
Maple Capital Management February 2014 - March 2015
GE Healthcare March 2013 - January 2014
Dwight Asset Management, a Goldman Sachs Company May 2012 - December 2012
Dwight Asset Management July 2008 - May 2012
State Street Bank January 2008 - July 2008
Investors Bank & Trust June 1999 - January 2008
Skills
Fixed Income, Client Service, Risk Management, Portfolio Management, Portfolio Accounting, Operations Management, Financial Analysis, Accounting, Fund Accounting, Account Reconciliation, Auditing, Operational Risk, Vendor Management, Process Improvement, Internal Controls, Finance, Financial Services
Education
Suffolk University
Masters, Accounting
Providence College 1995 — 1999
Business, Finance, Management
CHS
joe larkin joe larkin's Dwight Asset Management Experience August 2007 - September 2010
Job Executive at Larkin Realty
Industry Real Estate
Experience
Larkin Realty September 2010 - Present
Vermont Air National Guard August 2005 - December 2011
Dwight Asset Management August 2007 - September 2010
Credit Suisse July 2001 - July 2003
Skills
Asset Managment, Real Estate
Education
Columbia Business School 2008 — 2010
MBA, Finance, General
Academy of Military Science 2006 — 2006
Amherst College 1997 — 2001
BA, Economics
Larkin Realty September 2010 - Present
Vermont Air National Guard August 2005 - December 2011
Dwight Asset Management August 2007 - September 2010
Credit Suisse July 2001 - July 2003
Skills
Asset Managment, Real Estate
Education
Columbia Business School 2008 — 2010
MBA, Finance, General
Academy of Military Science 2006 — 2006
Amherst College 1997 — 2001
BA, Economics
Erik Karpinski, CFA, CPA Erik Karpinski, CFA, CPA's Dwight Asset Management Experience January 2010 - May 2012
Job Vice President | Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management May 2012 - Present
Sara Holbrook Community Center June 2005 - September 2012
Dwight Asset Management January 2010 - May 2012
Dwight Asset Management October 2006 - December 2009
Gallagher, Flynn & Company, LLP May 2004 - September 2006
Goldman Sachs 2000 - 2004
Ernst & Young October 1997 - August 2000
Education
Binghamton University - School of Management 1994 — 1997
BS, Accounting
Goldman Sachs Asset Management May 2012 - Present
Sara Holbrook Community Center June 2005 - September 2012
Dwight Asset Management January 2010 - May 2012
Dwight Asset Management October 2006 - December 2009
Gallagher, Flynn & Company, LLP May 2004 - September 2006
Goldman Sachs 2000 - 2004
Ernst & Young October 1997 - August 2000
Education
Binghamton University - School of Management 1994 — 1997
BS, Accounting
Steven Clancy, CFA Steven Clancy, CFA's Dwight Asset Management Experience May 2007 - May 2012
Job Vice President, Portfolio Manager at MD Sass
Industry Financial Services
Experience
MD Sass July 2012 - Present
Dwight Asset Management May 2007 - May 2012
Nomura Securities June 2004 - May 2007
Skills
Portfolio Management, Trading, Structuring, Asset Management, MBS, Non-Agency MBS, Agency MBS, Residential Mortgages, Investments, Securities, Valuation, Financial Structuring, Bonds, Bloomberg, Credit Analysis, Derivatives, Fixed Income, Asset Allocation, Intex
Education
Cornell University 2000 — 2004
Bachelor of Arts, Math & Economics
MD Sass July 2012 - Present
Dwight Asset Management May 2007 - May 2012
Nomura Securities June 2004 - May 2007
Skills
Portfolio Management, Trading, Structuring, Asset Management, MBS, Non-Agency MBS, Agency MBS, Residential Mortgages, Investments, Securities, Valuation, Financial Structuring, Bonds, Bloomberg, Credit Analysis, Derivatives, Fixed Income, Asset Allocation, Intex
Education
Cornell University 2000 — 2004
Bachelor of Arts, Math & Economics
Carla Parrish Carla Parrish's Dwight Asset Management Experience August 2002 - January 2006
Job Payroll Accountant
Industry Accounting
Experience
Central Carolina Community College July 2013 - Present
The Carolina Inn September 2010 - July 2013
Dwight Asset Management August 2002 - January 2006
Stowe Mountain Resort September 1999 - July 2002
Skills
Microsoft Excel, GAAP, General Ledger, Accounts Receivable, Customer Service, Accounting, Account Reconciliation, Financial Analysis, Budgets
Education
Champlain College 1993 — 1997
Bachelors, Accounting
Central Carolina Community College July 2013 - Present
The Carolina Inn September 2010 - July 2013
Dwight Asset Management August 2002 - January 2006
Stowe Mountain Resort September 1999 - July 2002
Skills
Microsoft Excel, GAAP, General Ledger, Accounts Receivable, Customer Service, Accounting, Account Reconciliation, Financial Analysis, Budgets
Education
Champlain College 1993 — 1997
Bachelors, Accounting
Donald Hill Donald Hill's Dwight Asset Management Experience 2007 - 2012
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
Phyllis Gray Phyllis Gray's Dwight Asset Management Experience 2002 - May 2012
Job Utility, energy and investment analyst & strategist
Industry Executive Office
Experience
Dwight Asset Management 2002 - May 2012
Northern Power Systems 2001 - 2002
Fresh Connections 1999 - 2000
Green Mountain Energy Company 1997 - 1999
Green Mountain Power 1989 - 1997
Simmonds Precision: Fuel & Integrated Systems Division B.F. Goodrich June 1987 - March 1989
Skills
Investments, Credit Analysis, Fixed Income, Bonds, Credit, Financial Analysis, Strategic Planning, Utility Industry, Energy Policy, Portfolio Management, Cross-functional Team..., Valuation, Renewable Energy, Project Management, Project Planning, Mergers & Acquisitions, Start-ups, Financial Modeling
Education
University of Vermont
MBA
University of Maine
BS, Mechanical Engineering
Dwight Asset Management 2002 - May 2012
Northern Power Systems 2001 - 2002
Fresh Connections 1999 - 2000
Green Mountain Energy Company 1997 - 1999
Green Mountain Power 1989 - 1997
Simmonds Precision: Fuel & Integrated Systems Division B.F. Goodrich June 1987 - March 1989
Skills
Investments, Credit Analysis, Fixed Income, Bonds, Credit, Financial Analysis, Strategic Planning, Utility Industry, Energy Policy, Portfolio Management, Cross-functional Team..., Valuation, Renewable Energy, Project Management, Project Planning, Mergers & Acquisitions, Start-ups, Financial Modeling
Education
University of Vermont
MBA
University of Maine
BS, Mechanical Engineering
Kelsey Higgins Kelsey Higgins's Dwight Asset Management Experience August 2011 - February 2012
Job Paralegal at Lemire, Johnson & Higgins, LLC
Industry Legal Services
Experience
Lemire, Johnson & Higgins, LLC January 2013 - Present
Becky Ianniello Insurance Agency, Inc. August 2012 - April 2013
Dwight Asset Management August 2011 - February 2012
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Lemire, Johnson & Higgins, LLC January 2013 - Present
Becky Ianniello Insurance Agency, Inc. August 2012 - April 2013
Dwight Asset Management August 2011 - February 2012
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Samantha Sweeney's Dwight Asset Management Experience June 2011 - September 2011
Job Associate Consumer Services Coordinator at Ben & Jerry's
Industry Accounting
Experience
Ben & Jerry's June 2013 - Present
Green Mountain Aquatics September 2009 - Present
Moe's Southwest Grill June 2012 - June 2013
Vermont Rolling Pins January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Dwight Asset Management June 2011 - September 2011
Dwight Asset Management Company June 2011 - September 2011
PK Cafe September 2010 - June 2011
Waterbury Rapids Swim Team June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media Marketing, PowerPoint, Financial Analysis, Sports Marketing, Marketing Strategy, Public Relations, Market Research, Adobe, CPR/ First Aid Certified, Financial Modeling, Product Marketing, Social Media, Social Media Outreach, Consumer Marketing, Customer Insight, Customer Relations, Data Analysis
Education
Villanova University
Master of Business Administration (M.B.A.), Marketing
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration
Franklin & Marshall College 2008 — 2009
Bond University
Ben & Jerry's June 2013 - Present
Green Mountain Aquatics September 2009 - Present
Moe's Southwest Grill June 2012 - June 2013
Vermont Rolling Pins January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Dwight Asset Management June 2011 - September 2011
Dwight Asset Management Company June 2011 - September 2011
PK Cafe September 2010 - June 2011
Waterbury Rapids Swim Team June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media Marketing, PowerPoint, Financial Analysis, Sports Marketing, Marketing Strategy, Public Relations, Market Research, Adobe, CPR/ First Aid Certified, Financial Modeling, Product Marketing, Social Media, Social Media Outreach, Consumer Marketing, Customer Insight, Customer Relations, Data Analysis
Education
Villanova University
Master of Business Administration (M.B.A.), Marketing
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration
Franklin & Marshall College 2008 — 2009
Bond University
David Merkel David Merkel's Dwight Asset Management Experience October 2001 - February 2003
Job Principal of Aleph Investments, LLC
Industry Financial Services
Experience
Aleph Investments, LLC September 2010 - Present
Aleph Blog 2007 - Present
Seeking Alpha 2007 - 2011
Finacorp Securities February 2008 - June 2010
Hovde Financial April 2003 - July 2007
TheStreet.com 2003 - 2007
Dwight Asset Management October 2001 - February 2003
Provident Mutual 1992 - 1998
Provident Mutual Life Insurance Company 1992 - 1998
American International Group 1989 - 1992
Skills
Investments, Equities, Portfolio Management, Valuation, Asset Managment, Economics, Securities, Bonds, Financial Risk, Asset Management, Stocks, Equity Research, Alternative Investments, Equity Valuation, Asset Allocation, Financial Markets, Investment Strategies, Options, Insurance, Finance, Fixed Income, Financial Modeling, Financial Analysis, Risk Analysis, Emerging Markets, Credit Risk, Stock Market, Value Investing, Financial Advisory, Macroeconomics, Hedge Funds, Capital Markets, Investment Management, Start-ups, Strategy, Stock Picking, Reinsurance, Private Equity, Quantitative, Risk Assessment, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Business Modeling, Risk Control, Risk, @Risk, Fixed Income Analysis, Bloomberg
Education
University of California, Davis 1982 — 1986
None, Applied Economics
The Johns Hopkins University 1979 — 1982
BA, MA, Political Economy
Brookfield Central High School 1976 — 1979
High School, High School
Aleph Investments, LLC September 2010 - Present
Aleph Blog 2007 - Present
Seeking Alpha 2007 - 2011
Finacorp Securities February 2008 - June 2010
Hovde Financial April 2003 - July 2007
TheStreet.com 2003 - 2007
Dwight Asset Management October 2001 - February 2003
Provident Mutual 1992 - 1998
Provident Mutual Life Insurance Company 1992 - 1998
American International Group 1989 - 1992
Skills
Investments, Equities, Portfolio Management, Valuation, Asset Managment, Economics, Securities, Bonds, Financial Risk, Asset Management, Stocks, Equity Research, Alternative Investments, Equity Valuation, Asset Allocation, Financial Markets, Investment Strategies, Options, Insurance, Finance, Fixed Income, Financial Modeling, Financial Analysis, Risk Analysis, Emerging Markets, Credit Risk, Stock Market, Value Investing, Financial Advisory, Macroeconomics, Hedge Funds, Capital Markets, Investment Management, Start-ups, Strategy, Stock Picking, Reinsurance, Private Equity, Quantitative, Risk Assessment, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Business Modeling, Risk Control, Risk, @Risk, Fixed Income Analysis, Bloomberg
Education
University of California, Davis 1982 — 1986
None, Applied Economics
The Johns Hopkins University 1979 — 1982
BA, MA, Political Economy
Brookfield Central High School 1976 — 1979
High School, High School
David Kilborn, CFA David Kilborn, CFA's Dwight Asset Management Experience January 2007 - October 2008
Job Chief Investment Officer & President Performa Limited (US), LLC & PRP Performa Ltd.
Industry Investment Management
Experience
Performa Limited (US), LLC July 2012 - Present
PRP Performa Ltd. August 2011 - Present
Performa Funds - High Yield Bond / International Bond / Liquid Assets January 2012 - Present
STP Investment Services 2013 - Present
Ansonborough Capital Management, LLC April 2010 - June 2012
LR Burtschy & Company May 2009 - December 2011
Consulting May 2009 - April 2010
Dwight Asset Management January 2007 - October 2008
Dwight Asset Management January 2003 - December 2006
Dwight Asset Management June 2000 - January 2003
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
The Taft School 1982 — 1986
Diploma, College Prepatory
Harvard Business School Executive Program 2006 — 2006
Negotiation and Decision Making
Performa Limited (US), LLC July 2012 - Present
PRP Performa Ltd. August 2011 - Present
Performa Funds - High Yield Bond / International Bond / Liquid Assets January 2012 - Present
STP Investment Services 2013 - Present
Ansonborough Capital Management, LLC April 2010 - June 2012
LR Burtschy & Company May 2009 - December 2011
Consulting May 2009 - April 2010
Dwight Asset Management January 2007 - October 2008
Dwight Asset Management January 2003 - December 2006
Dwight Asset Management June 2000 - January 2003
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
The Taft School 1982 — 1986
Diploma, College Prepatory
Harvard Business School Executive Program 2006 — 2006
Negotiation and Decision Making
Brent Sitterly's Dwight Asset Management Experience October 2010 - May 2012
Job Analytics Manager at KSV
Industry Research
Experience
KSV September 2014 - Present
Dealer.com October 2012 - September 2014
Dwight Asset Management October 2010 - May 2012
University of Vermont October 2008 - October 2010
Agfa Healthcare 2002 - 2004
United States Navy 1998 - 2002
Skills
Matlab, R, Polypaths, Bloomberg Terminal, Fixed Income, MBS, Prepayment modeling, Andrew Davidson Models, Oracle, MySQL, Perl, Microsoft Office, SPSS, SQL, Stochastic Modeling, Modeling, Mathematics, Research, Excel, Financial Modeling, Access, Risk Management, Financial Analysis, Statistics, Data Analysis, Programming, Databases, PHP, Microsoft Excel, Leadership, VBA, Quantitative Analytics, SAS, Bloomberg, Program Management
Education
University of Vermont 2006 — 2009
MS, Applied Mathematics
University of Massachusetts, Amherst 2004 — 2006
BS, Pure Mathematics
Franklin Pierce College 1994 — 1998
BA, Psychology, Computer Science, Criminal Justice
KSV September 2014 - Present
Dealer.com October 2012 - September 2014
Dwight Asset Management October 2010 - May 2012
University of Vermont October 2008 - October 2010
Agfa Healthcare 2002 - 2004
United States Navy 1998 - 2002
Skills
Matlab, R, Polypaths, Bloomberg Terminal, Fixed Income, MBS, Prepayment modeling, Andrew Davidson Models, Oracle, MySQL, Perl, Microsoft Office, SPSS, SQL, Stochastic Modeling, Modeling, Mathematics, Research, Excel, Financial Modeling, Access, Risk Management, Financial Analysis, Statistics, Data Analysis, Programming, Databases, PHP, Microsoft Excel, Leadership, VBA, Quantitative Analytics, SAS, Bloomberg, Program Management
Education
University of Vermont 2006 — 2009
MS, Applied Mathematics
University of Massachusetts, Amherst 2004 — 2006
BS, Pure Mathematics
Franklin Pierce College 1994 — 1998
BA, Psychology, Computer Science, Criminal Justice
Ted Laskaris Ted Laskaris's Dwight Asset Management Experience December 2005 - May 2012
Job AVP CIO Information Technology & Security, Champlain College
Industry Information Technology and Services
Experience
Champlain College July 2012 - Present
Dwight Asset Management December 2005 - May 2012
Global Education Technologies February 2005 - November 2005
Denver Investment Advisors LLC March 1999 - October 2004
Fidelity Institutional Retail Group January 1998 - February 1999
Fidelity Management & Research Co January 1997 - January 1998
Fidelity Management & Research Co 1996 - 1997
Fidelity Management & Research Co 1994 - 1996
Fidelity Management & Research Co 1992 - 1994
Fidelity Management & Research Co 1990 - 1992
Skills
Product Development, Networking, Investments, Equities, IT Strategy, Business Analysis, Project Management, Software Development, Risk Management, Strategic Planning, Integration, IT Management, Program Management, Vendor Management, Business Strategy, Process Improvement, Disaster Recovery, Portfolio Management, Enterprise Architecture, Business Intelligence, Technology, Technical Leadership, Information Technology, Analysis, Security, Management, Business Process, Project Planning, ITIL, Virtualization, Databases, Start-ups, Consulting, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA, Finance, MIS
Institut européen d'Administration des Affaires 1985 — 1986
Masters, Economics
Université Nice Sophia Antipolis 1985 — 1986
DEUG, French Language & Literature
University of Vermont 1978 — 1986
BA, French, English
Champlain College July 2012 - Present
Dwight Asset Management December 2005 - May 2012
Global Education Technologies February 2005 - November 2005
Denver Investment Advisors LLC March 1999 - October 2004
Fidelity Institutional Retail Group January 1998 - February 1999
Fidelity Management & Research Co January 1997 - January 1998
Fidelity Management & Research Co 1996 - 1997
Fidelity Management & Research Co 1994 - 1996
Fidelity Management & Research Co 1992 - 1994
Fidelity Management & Research Co 1990 - 1992
Skills
Product Development, Networking, Investments, Equities, IT Strategy, Business Analysis, Project Management, Software Development, Risk Management, Strategic Planning, Integration, IT Management, Program Management, Vendor Management, Business Strategy, Process Improvement, Disaster Recovery, Portfolio Management, Enterprise Architecture, Business Intelligence, Technology, Technical Leadership, Information Technology, Analysis, Security, Management, Business Process, Project Planning, ITIL, Virtualization, Databases, Start-ups, Consulting, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA, Finance, MIS
Institut européen d'Administration des Affaires 1985 — 1986
Masters, Economics
Université Nice Sophia Antipolis 1985 — 1986
DEUG, French Language & Literature
University of Vermont 1978 — 1986
BA, French, English
John W. Allen John W. Allen's Dwight Asset Management Experience May 2011 - Present
Job Vice President at Dwight Asset Management
Industry Investment Management
Experience
Dwight Asset Management May 2011 - Present
Hewitt Investment Group November 1978 - December 2010
Skills
Investment Management, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Mutual Funds, Series 63, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1973 — 1976
MBA, finance
University of Minnesota-Twin Cities
BA, Economics
Dwight Asset Management May 2011 - Present
Hewitt Investment Group November 1978 - December 2010
Skills
Investment Management, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Mutual Funds, Series 63, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1973 — 1976
MBA, finance
University of Minnesota-Twin Cities
BA, Economics
Ken Frey's Dwight Asset Management Experience 2006 - August 2009
Job SVP and Portfolio Manager at Maple Capital Management
Industry Investment Management
Experience
Maple Capital Management May 2013 - August 2015
Standard & Poor's April 2010 - May 2013
Dwight Asset Management 2006 - August 2009
Nationwide Insurance March 2005 - June 2006
State Street Research June 1999 - February 2005
The Boston Company Asset Management 1996 - 1999
New England Mutual Life 1988 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Cornell University 1979 — 1982
MPS, Communications
Heidelberg University 1975 — 1979
BA, English
Maple Capital Management May 2013 - August 2015
Standard & Poor's April 2010 - May 2013
Dwight Asset Management 2006 - August 2009
Nationwide Insurance March 2005 - June 2006
State Street Research June 1999 - February 2005
The Boston Company Asset Management 1996 - 1999
New England Mutual Life 1988 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Cornell University 1979 — 1982
MPS, Communications
Heidelberg University 1975 — 1979
BA, English
Andy Apostol Andy Apostol's Dwight Asset Management Experience May 2007 - September 2010
Job Senior Account Manager at Invesco US
Industry Investment Management
Experience
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
Invesco US August 2014 - Present
Galliard Capital Management October 2010 - August 2014
Dwight Asset Management May 2007 - September 2010
INVESCO 1991 - 2007
Chevron USA June 1989 - March 1991
Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1989
Business Administration and Management, General
Jeffrey R. Boutin Jeffrey R. Boutin's Dwight Asset Management Experience July 2009 - May 2012
Job Credit Research Professional
Industry Investment Management
Experience
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
Ed Martin Ed Martin's Dwight Asset Management Experience January 2003 - May 2012
Job Director, Portfolio Management at Genworth Financial
Industry Investment Management
Experience
Self Employed May 2012 - February 2014
Dwight Asset Management January 2003 - May 2012
Aeltus Investment Management April 2001 - December 2002
Aeltus Investment Management May 1998 - April 2001
Tillinghast March 1997 - May 1998
CIGNA June 1988 - March 1997
Skills
Bonds, Risk Management, Derivatives, Fixed Income, Insurance, Quantitative Analysis, Portfolio Management, liability driven..., ALM, Quantitative Research, Quantitative Analytics, Barclays Point, Fixed Income Portfolio..., Bloomberg, Equities, LDI, Investment Strategies, Financial Risk, Investments, Asset Allocation, Valuation, Options, Asset Management, Investment Management, Trading, Hedge Funds, Alternative Investments, Quantitative Finance, Structured Products, Performance Attribution
Education
University of Washington 2012 — 2015
Master’s Degree, Computational Finance, 3.8/4.0
CFA Institute 1997 — 1997
CFA
Society of Actuaries 1993 — 1993
FSA
University of Nebraska-Lincoln 1984 — 1987
BS, Actuarial Science
Self Employed May 2012 - February 2014
Dwight Asset Management January 2003 - May 2012
Aeltus Investment Management April 2001 - December 2002
Aeltus Investment Management May 1998 - April 2001
Tillinghast March 1997 - May 1998
CIGNA June 1988 - March 1997
Skills
Bonds, Risk Management, Derivatives, Fixed Income, Insurance, Quantitative Analysis, Portfolio Management, liability driven..., ALM, Quantitative Research, Quantitative Analytics, Barclays Point, Fixed Income Portfolio..., Bloomberg, Equities, LDI, Investment Strategies, Financial Risk, Investments, Asset Allocation, Valuation, Options, Asset Management, Investment Management, Trading, Hedge Funds, Alternative Investments, Quantitative Finance, Structured Products, Performance Attribution
Education
University of Washington 2012 — 2015
Master’s Degree, Computational Finance, 3.8/4.0
CFA Institute 1997 — 1997
CFA
Society of Actuaries 1993 — 1993
FSA
University of Nebraska-Lincoln 1984 — 1987
BS, Actuarial Science
Gar Urette, CFA's Dwight Asset Management Experience January 1990 - January 1998
Job Garrison Asset Management
Industry Financial Services
Experience
Tampa Palms Professional Center 2005 - Present
Garrison Asset Management January 2000 - Present
National Development Bank of Palau January 1998 - January 2000
Dwight Asset Management January 1990 - January 1998
Skills
Money Management, Retirement Plan..., Investment Advisory..., Asset Based Lending, Mezzanine, Investment Advisory, IRAs, Retirement Planning, Fixed Income, 401k, International..., International Investment, Small Business, Investment Management, Asset Managment, Asset Management, Investments, Contract Negotiation, Investment Strategies, Loans, Retirement, Public Speaking, Portfolio Management, Strategic Planning, Leadership, Registered Investment...
Education
University of Tampa 1987 — 1989
Master of Business Administration (MBA), International Finance
University of Florida - Warrington College Of Business 1984 — 1986
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods
Clemson University 1982 — 1984
Industrial Engineering
H. B. Plant High
Tampa Palms Professional Center 2005 - Present
Garrison Asset Management January 2000 - Present
National Development Bank of Palau January 1998 - January 2000
Dwight Asset Management January 1990 - January 1998
Skills
Money Management, Retirement Plan..., Investment Advisory..., Asset Based Lending, Mezzanine, Investment Advisory, IRAs, Retirement Planning, Fixed Income, 401k, International..., International Investment, Small Business, Investment Management, Asset Managment, Asset Management, Investments, Contract Negotiation, Investment Strategies, Loans, Retirement, Public Speaking, Portfolio Management, Strategic Planning, Leadership, Registered Investment...
Education
University of Tampa 1987 — 1989
Master of Business Administration (MBA), International Finance
University of Florida - Warrington College Of Business 1984 — 1986
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods
Clemson University 1982 — 1984
Industrial Engineering
H. B. Plant High
Anna Izzo's Dwight Asset Management Experience 2000 - 2009
Job On to the next adventure!
Industry Consumer Services
Experience
Dealer.com May 2014 - July 2014
Northwestern Mutual March 2014 - April 2014
Hickok & Boardman HR Intelligence August 2012 - February 2014
Visiting Nurse Association of Chittenden and Grand Isle Counties 2010 - 2012
Dwight Asset Management 2000 - 2009
Skills
Customer Service, Recruiting, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Benefits Administration, Human Resources, Event Planning, Microsoft Word, Onboarding, Project Management, Client Relations Skills, Data Analysis, Insurance, Employee Relations, CRM, Employee Benefits, Leadership, Management
Education
Montpelier High School
Ramapo College of New Jersey
Business Administration and Management, General
Dealer.com May 2014 - July 2014
Northwestern Mutual March 2014 - April 2014
Hickok & Boardman HR Intelligence August 2012 - February 2014
Visiting Nurse Association of Chittenden and Grand Isle Counties 2010 - 2012
Dwight Asset Management 2000 - 2009
Skills
Customer Service, Recruiting, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Benefits Administration, Human Resources, Event Planning, Microsoft Word, Onboarding, Project Management, Client Relations Skills, Data Analysis, Insurance, Employee Relations, CRM, Employee Benefits, Leadership, Management
Education
Montpelier High School
Ramapo College of New Jersey
Business Administration and Management, General
Donald Hill Donald Hill's Dwight Asset Management Experience 2007 - 2012
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
Jason Wyman, PhD Jason Wyman, PhD's Dwight Asset Management Experience January 2009 - March 2012
Job Senior Associate, Quantitative Analyst at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC December 2014 - Present
Champlain Investment Partners, LLC April 2012 - Present
Dwight Asset Management January 2009 - March 2012
Dwight Asset Management 2007 - 2009
Santa Fe Institute June 1998 - September 1998
Baxter Healthcare June 1997 - September 1997
Education
University of Chicago 2001 — 2007
PhD, Physics
University of Chicago 1999 — 2001
MS, Physics
Middlebury College 1995 — 1999
BA, Physics, Minors: Economics, and Math
Lake Forest Academy
Riverside Central School
Champlain Investment Partners, LLC December 2014 - Present
Champlain Investment Partners, LLC April 2012 - Present
Dwight Asset Management January 2009 - March 2012
Dwight Asset Management 2007 - 2009
Santa Fe Institute June 1998 - September 1998
Baxter Healthcare June 1997 - September 1997
Education
University of Chicago 2001 — 2007
PhD, Physics
University of Chicago 1999 — 2001
MS, Physics
Middlebury College 1995 — 1999
BA, Physics, Minors: Economics, and Math
Lake Forest Academy
Riverside Central School
Paul Norris Paul Norris's Dwight Asset Management Experience January 2009 - June 2012
Job Mortgage Trading
Industry Investment Management
Experience
Mariner Investment Group June 2012 - Present
Dwight Asset Management January 2009 - June 2012
Fannie Mae January 1999 - January 2009
Mercantile Safe Deposit & Trust January 1996 - January 1999
Skills
Fixed Income, Portfolio Management, Structured Finance, Structured Products, Securities, Trading, MBS, Capital Markets, Asset Management, Bloomberg, Investments, Credit Derivatives, Valuation, Risk Management, Financial Modeling, Derivatives, Bonds, Management, Financial Analysis, Hedge Funds
Education
University of Maryland 1996 — 1999
MBA, Finance
Towson University 1987 — 1991
BS, Finance
Mariner Investment Group June 2012 - Present
Dwight Asset Management January 2009 - June 2012
Fannie Mae January 1999 - January 2009
Mercantile Safe Deposit & Trust January 1996 - January 1999
Skills
Fixed Income, Portfolio Management, Structured Finance, Structured Products, Securities, Trading, MBS, Capital Markets, Asset Management, Bloomberg, Investments, Credit Derivatives, Valuation, Risk Management, Financial Modeling, Derivatives, Bonds, Management, Financial Analysis, Hedge Funds
Education
University of Maryland 1996 — 1999
MBA, Finance
Towson University 1987 — 1991
BS, Finance
Jack Dubie's Dwight Asset Management Experience June 2009 - September 2009
Job CoFounder at Ladder Financial Inc
Industry Computer Software
Experience
Ladder Financial Inc July 2015 - Present
Dropbox July 2013 - July 2015
Stanford University May 2011 - June 2013
Orchestra, Inc. May 2011 - July 2012
The Boys of Summer March 2010 - August 2011
Patron Apps February 2010 - September 2010
Cooliris January 2010 - March 2010
Dwight Asset Management June 2009 - September 2009
Northrop Grumman Space Technology June 2008 - September 2008
JMAR Technologies June 2007 - August 2007
Skills
Computer Science, Java, C++, JavaScript, node.js, Ruby, Ruby on Rails, Vim, Python, Display Technology, Git, Maintaining A Positive..., Node.js, Machine Learning, Software Engineering, iOS development, Distributed Systems, Programming, Objective-C, Human Relationship, Mobile Applications, HTML, Longboarding
Education
Stanford University 2011 — 2013
MS, Computer Science
Stanford University 2007 — 2011
B.S., Mathematics, Computer Science
Ladder Financial Inc July 2015 - Present
Dropbox July 2013 - July 2015
Stanford University May 2011 - June 2013
Orchestra, Inc. May 2011 - July 2012
The Boys of Summer March 2010 - August 2011
Patron Apps February 2010 - September 2010
Cooliris January 2010 - March 2010
Dwight Asset Management June 2009 - September 2009
Northrop Grumman Space Technology June 2008 - September 2008
JMAR Technologies June 2007 - August 2007
Skills
Computer Science, Java, C++, JavaScript, node.js, Ruby, Ruby on Rails, Vim, Python, Display Technology, Git, Maintaining A Positive..., Node.js, Machine Learning, Software Engineering, iOS development, Distributed Systems, Programming, Objective-C, Human Relationship, Mobile Applications, HTML, Longboarding
Education
Stanford University 2011 — 2013
MS, Computer Science
Stanford University 2007 — 2011
B.S., Mathematics, Computer Science
Katie Green Katie Green's Dwight Asset Management Experience August 2010 - February 2012
Job Investments Manager for the State of Vermont
Industry Investment Management
Experience
State of Vermont February 2012 - Present
Dwight Asset Management August 2010 - February 2012
Putnam Investments June 2007 - August 2010
Putnam Investments May 2006 - August 2006
The Council of Europe October 2005 - December 2005
Skills
VBA, SQL, Microsoft Office, Structured Products, CMBS, Bloomberg, Bonds, Equities, Mutual Funds, Intex, Investments, Trading, Asset Allocation, Investment Management, Analysis, Analytics, Derivatives, Financial Risk, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Hedge Funds, Loans, Financial Modeling, Portfolio Management, Valuation
Education
Syracuse University 2003 — 2007
BA, Economics, International Relations
Spaulding High School 1999 — 2003
Mt. Mansfield Winter Academy 1999 — 2002
State of Vermont February 2012 - Present
Dwight Asset Management August 2010 - February 2012
Putnam Investments June 2007 - August 2010
Putnam Investments May 2006 - August 2006
The Council of Europe October 2005 - December 2005
Skills
VBA, SQL, Microsoft Office, Structured Products, CMBS, Bloomberg, Bonds, Equities, Mutual Funds, Intex, Investments, Trading, Asset Allocation, Investment Management, Analysis, Analytics, Derivatives, Financial Risk, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Hedge Funds, Loans, Financial Modeling, Portfolio Management, Valuation
Education
Syracuse University 2003 — 2007
BA, Economics, International Relations
Spaulding High School 1999 — 2003
Mt. Mansfield Winter Academy 1999 — 2002
David J Thompson, CFA David J Thompson, CFA's Dwight Asset Management Experience 2009 - 2012
Job President, Springs Capital, LLC
Industry Investment Management
Experience
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Bill Braunegg Bill Braunegg's Dwight Asset Management Experience August 1994 - August 2009
Job Experienced Financial Executive
Industry Financial Services
Experience
The Classic Bike Experience August 2009 - Present
Dwight Asset Management August 1994 - August 2009
Education
Norwich University 2005 — 2007
MBA, Finance
Indiana University of Pennsylvania 1974 — 1978
BA, Criminology and Accounting
The Classic Bike Experience August 2009 - Present
Dwight Asset Management August 1994 - August 2009
Education
Norwich University 2005 — 2007
MBA, Finance
Indiana University of Pennsylvania 1974 — 1978
BA, Criminology and Accounting
Jason Golder Jason Golder's Dwight Asset Management Experience July 2002 - August 2012
Job Senior Fixed Income Portfolio Manager at Performa Limited (US), LLC
Industry Financial Services
Experience
Performa Limited (US), LLC August 2012 - Present
Dwight Asset Management July 2002 - August 2012
Skills
Portfolio Management, CMBS, Asset Management, stable value, Trading, Fixed Income, Valuation, Investments, Financial Modeling, Asset Allocation, Financial Analysis, Credit Analysis, Debt, Securities, Real Estate, Risk Management, Insurance, Bonds, MBS, Excel, Structured Finance, Structured Products, Mortgage
Education
Middlebury College 1994 — 1998
BA, Psychology
Performa Limited (US), LLC August 2012 - Present
Dwight Asset Management July 2002 - August 2012
Skills
Portfolio Management, CMBS, Asset Management, stable value, Trading, Fixed Income, Valuation, Investments, Financial Modeling, Asset Allocation, Financial Analysis, Credit Analysis, Debt, Securities, Real Estate, Risk Management, Insurance, Bonds, MBS, Excel, Structured Finance, Structured Products, Mortgage
Education
Middlebury College 1994 — 1998
BA, Psychology
Ann Janda's Dwight Asset Management Experience 2003 - 2008
Job Management Intern at Town of Shelburne, Vermont
Industry Government Administration
Experience
Town of Shelburne, Vermont May 2015 - Present
Town of Milton, Vermont May 2014 - March 2015
Mini Marketing Consulting 2010 - 2014
Vermont Commons School June 2011 - June 2012
The Vermont Campaign to End Childhood Hunger November 2008 - June 2010
Dwight Asset Management 2003 - 2008
KKR 2002 - 2003
HLW International LLP 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
Healthy Living Natural Foods Market 1991 - 1997
Skills
Advertising, Media Relations, Community Outreach, Market Planning, Web Content, Training Skills, Social Media, Non-profits, Press Releases, Brochures, Writing, Public Relations, Project Management, Editing, Management, Customer Service, Staff Development, Training, Marketing Strategy, Public Speaking, Strategic Communications, Nonprofits, Marketing, Creative Direction, Proposal Writing, Strategy, Publishing, Budgets, Social Media Marketing
Education
University of Vermont 2013 — 2016
Master's degree, Public Administration
The Evergreen State College 1987 — 1991
Bachelor of Arts, Psychology
Town of Shelburne, Vermont May 2015 - Present
Town of Milton, Vermont May 2014 - March 2015
Mini Marketing Consulting 2010 - 2014
Vermont Commons School June 2011 - June 2012
The Vermont Campaign to End Childhood Hunger November 2008 - June 2010
Dwight Asset Management 2003 - 2008
KKR 2002 - 2003
HLW International LLP 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
Healthy Living Natural Foods Market 1991 - 1997
Skills
Advertising, Media Relations, Community Outreach, Market Planning, Web Content, Training Skills, Social Media, Non-profits, Press Releases, Brochures, Writing, Public Relations, Project Management, Editing, Management, Customer Service, Staff Development, Training, Marketing Strategy, Public Speaking, Strategic Communications, Nonprofits, Marketing, Creative Direction, Proposal Writing, Strategy, Publishing, Budgets, Social Media Marketing
Education
University of Vermont 2013 — 2016
Master's degree, Public Administration
The Evergreen State College 1987 — 1991
Bachelor of Arts, Psychology
Robert King, CFA's Dwight Asset Management Experience August 2010 - May 2012
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Kevin Kruse's Dwight Asset Management Experience June 1993 - May 1995
Job Vice President of Finance at STATS LLC
Industry Sports
Experience
STATS LLC 2009 - Present
Velocity Financial Group February 2007 - March 2009
Solo Cup Company January 2002 - February 2007
Comdisco 2000 - 2002
Life Fitness May 1995 - October 2000
Dwight Asset Management June 1993 - May 1995
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Management, Accounting, Budgets, Strategic Planning, Investments, Financial Forecasting, Cash Flow Forecasting, Financial Reporting, Analysis, Strategic Financial..., Leadership, Strategy, Business Planning, Cost Accounting, Corporate Finance, Start-ups, Portfolio Management, Pricing, Due Diligence, Variance Analysis, Treasury Management, Capital Budgeting, Reporting & Analysis, Capex, Financial Management, Team Building, Manufacturing, Microsoft Excel, Business Analysis, Internal Controls, Managerial Finance, Executive Management, SEC filings, Private Equity, Cash Flow, Cash Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2001
MBA, Accounting
Valparaiso University 1989 — 1993
BS Business, Finance
STATS LLC 2009 - Present
Velocity Financial Group February 2007 - March 2009
Solo Cup Company January 2002 - February 2007
Comdisco 2000 - 2002
Life Fitness May 1995 - October 2000
Dwight Asset Management June 1993 - May 1995
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Management, Accounting, Budgets, Strategic Planning, Investments, Financial Forecasting, Cash Flow Forecasting, Financial Reporting, Analysis, Strategic Financial..., Leadership, Strategy, Business Planning, Cost Accounting, Corporate Finance, Start-ups, Portfolio Management, Pricing, Due Diligence, Variance Analysis, Treasury Management, Capital Budgeting, Reporting & Analysis, Capex, Financial Management, Team Building, Manufacturing, Microsoft Excel, Business Analysis, Internal Controls, Managerial Finance, Executive Management, SEC filings, Private Equity, Cash Flow, Cash Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2001
MBA, Accounting
Valparaiso University 1989 — 1993
BS Business, Finance
Derek Martisus's Dwight Asset Management Experience August 2010 - May 2012
Job Small Captives Sales Leader, SVP at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency October 2013 - Present
Performa Limited (US), LLC July 2012 - September 2013
Dwight Asset Management August 2010 - May 2012
Marsh McLennan August 2007 - August 2010
Marsh June 2004 - August 2007
National Life Group 2000 - 2004
Education
University of Notre Dame 1992 — 1996
BS, Mathematics
AuSable Valley Central School
Marsh & McLennan Agency October 2013 - Present
Performa Limited (US), LLC July 2012 - September 2013
Dwight Asset Management August 2010 - May 2012
Marsh McLennan August 2007 - August 2010
Marsh June 2004 - August 2007
National Life Group 2000 - 2004
Education
University of Notre Dame 1992 — 1996
BS, Mathematics
AuSable Valley Central School
Kelly Currell's Dwight Asset Management Experience May 2010 - Present
Job Project Management and Administrative Support Professional
Industry Investment Management
Experience
Dwight Asset Management May 2010 - Present
Memphis Bioworks Foundation September 2005 - October 2009
Health, Education + Research Associates, Inc. September 2001 - August 2005
Juergensen & Associates February 2000 - August 2001
Rivertown Business Association February 1999 - February 2000
Winstar Telecommunications August 1997 - January 1999
Mesalands Community College July 1996 - June 1997
Tim O'Quinn,CPA January 1996 - July 1996
Dennis C. Tumbokon, MD November 1994 - 1995
TRW 1993 - August 1994
Skills
Project Implementation, Executive Communication, Administrative..., Document Design, Client Relations, Vendor Management, Account Reconciliation, Billing and Collections, Accounts Payable, Accounts Receivable, Presentation Crafting, Writing and Editing, Information Management, Facilities Management, Fundraising, Executive Support, Project Coordination, Event Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1989
Bachelor of Business Administration (BBA), General Management
Dwight Asset Management May 2010 - Present
Memphis Bioworks Foundation September 2005 - October 2009
Health, Education + Research Associates, Inc. September 2001 - August 2005
Juergensen & Associates February 2000 - August 2001
Rivertown Business Association February 1999 - February 2000
Winstar Telecommunications August 1997 - January 1999
Mesalands Community College July 1996 - June 1997
Tim O'Quinn,CPA January 1996 - July 1996
Dennis C. Tumbokon, MD November 1994 - 1995
TRW 1993 - August 1994
Skills
Project Implementation, Executive Communication, Administrative..., Document Design, Client Relations, Vendor Management, Account Reconciliation, Billing and Collections, Accounts Payable, Accounts Receivable, Presentation Crafting, Writing and Editing, Information Management, Facilities Management, Fundraising, Executive Support, Project Coordination, Event Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1989
Bachelor of Business Administration (BBA), General Management
Andrew Houston, MBA's Dwight Asset Management Experience December 2005 - May 2012
Job Operations and Finance Professional
Industry Financial Services
Experience
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Bryant Welch's Dwight Asset Management Experience April 2003 - June 2004
Job Contract Attorney at Miller & Chevalier
Industry Legal Services
Experience
Miller & Chevalier Chartered July 2015 - Present
DLA Piper March 2013 - July 2015
Solo Practice May 2009 - March 2013
Delta Group September 2008 - April 2009
McGuireWoods January 2008 - September 2008
Morrison & Foerster LLP October 2007 - October 2007
Law Offices of J.D. Geraigery August 2006 - December 2006
Law Offices Murray P. Reiser and Associates September 2005 - May 2006
Law Offices of Walter Korzeniowski July 2005 - September 2005
Dwight Asset Management April 2003 - June 2004
Skills
Litigation, Intellectual Property, Litigation Support, Securities, Cyberlaw, E-commerce, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Document Review, Copyright Law, Licensing, Legal Assistance, Courts, Westlaw, Contract Negotiation, Bankruptcy, Trademarks, Commercial Litigation, Personal Injury, Patents, Criminal Law, Class Actions, Trials, Competition Law, Administrative Law, Legal Issues, Product Liability, Arbitration
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Georgetown University 1997 — 2001
B.A., English
Burlington High School 1993 — 1997
Miller & Chevalier Chartered July 2015 - Present
DLA Piper March 2013 - July 2015
Solo Practice May 2009 - March 2013
Delta Group September 2008 - April 2009
McGuireWoods January 2008 - September 2008
Morrison & Foerster LLP October 2007 - October 2007
Law Offices of J.D. Geraigery August 2006 - December 2006
Law Offices Murray P. Reiser and Associates September 2005 - May 2006
Law Offices of Walter Korzeniowski July 2005 - September 2005
Dwight Asset Management April 2003 - June 2004
Skills
Litigation, Intellectual Property, Litigation Support, Securities, Cyberlaw, E-commerce, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Document Review, Copyright Law, Licensing, Legal Assistance, Courts, Westlaw, Contract Negotiation, Bankruptcy, Trademarks, Commercial Litigation, Personal Injury, Patents, Criminal Law, Class Actions, Trials, Competition Law, Administrative Law, Legal Issues, Product Liability, Arbitration
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Georgetown University 1997 — 2001
B.A., English
Burlington High School 1993 — 1997
Robert Swidey, FRM's Dwight Asset Management Experience July 2009 - June 2012
Job Vice President and Director of Risk Management Investment Grade Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - June 2012
Lehman Brothers Asset Management May 2003 - June 2009
Opus Investment Management 1992 - 2003
Skills
Bonds, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Credit Risk, Derivatives, Trading, Series 7, Risk Management, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Performance Measurement
Education
Clark University 1996 — 1999
Master of Science (MS), Economics
Boston College 1986 — 1989
Bachelor of Science (BS), Economics, Finance
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - June 2012
Lehman Brothers Asset Management May 2003 - June 2009
Opus Investment Management 1992 - 2003
Skills
Bonds, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Credit Risk, Derivatives, Trading, Series 7, Risk Management, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Performance Measurement
Education
Clark University 1996 — 1999
Master of Science (MS), Economics
Boston College 1986 — 1989
Bachelor of Science (BS), Economics, Finance
Christine Trulby's Dwight Asset Management Experience February 2010 - January 2013
Job Financial Sales Professional
Industry Financial Services
Experience
Dwight Asset Management February 2010 - January 2013
Fidelity Investments November 2003 - November 2008
Lehman Brothers August 1999 - October 2003
Marion Bass Securities August 1998 - August 1999
Skills
Cash Management, Cash, Liquidity, Asset Management, Fixed Income, Direct Sales, Asset Managment, Investments, Trading, CRM, Equities, Securities, Relationship Management, Series 63, Bonds
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts, English/Communications/Public Relations
Dwight Asset Management February 2010 - January 2013
Fidelity Investments November 2003 - November 2008
Lehman Brothers August 1999 - October 2003
Marion Bass Securities August 1998 - August 1999
Skills
Cash Management, Cash, Liquidity, Asset Management, Fixed Income, Direct Sales, Asset Managment, Investments, Trading, CRM, Equities, Securities, Relationship Management, Series 63, Bonds
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts, English/Communications/Public Relations
Anne Steer's Dwight Asset Management Experience December 2010 - May 2012
Job Consultant at Value Management, LLC
Industry Financial Services
Experience
Value Management, LLC December 2014 - Present
Value Management, LLC 2014 - Present
Newton Wellesley Charitable Foundation Board September 2010 - Present
TrustFort LLC July 2012 - December 2014
Dwight Asset Management December 2010 - May 2012
Fidelity Investments 2004 - 2009
State Street 1987 - 2003
Skills
Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process, Customer Satisfaction, Business Strategy, Process Improvement
Education
Mount Holyoke College
BA, History
The University of Chicago
MBA, Finance and Marketing
Value Management, LLC December 2014 - Present
Value Management, LLC 2014 - Present
Newton Wellesley Charitable Foundation Board September 2010 - Present
TrustFort LLC July 2012 - December 2014
Dwight Asset Management December 2010 - May 2012
Fidelity Investments 2004 - 2009
State Street 1987 - 2003
Skills
Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process, Customer Satisfaction, Business Strategy, Process Improvement
Education
Mount Holyoke College
BA, History
The University of Chicago
MBA, Finance and Marketing
Stephanie Biczko, PHR's Dwight Asset Management Experience January 2011 - August 2012
Job Owner Not For Company
Industry Food & Beverages
Experience
Dwight Asset Management January 2011 - August 2012
Dwight Asset Management January 2009 - December 2010
Dwight Asset Management January 2004 - December 2008
Dwight Asset Management December 2001 - December 2003
St. Mary Lodge and Resort July 1999 - November 2001
Skills
Financial Services, Asset Managment, Performance Management, Human Resources, Risk Management, Asset Management, Onboarding, Insurance, Employee Relations, Benefits Administration, Employee Benefits, Microsoft Excel, Strategic Planning, Personnel Management, Leadership, Payroll
Education
New York University 1992 — 1994
Champlain College
Professional Certificate, Human Resources/Business
Harwood
Dwight Asset Management January 2011 - August 2012
Dwight Asset Management January 2009 - December 2010
Dwight Asset Management January 2004 - December 2008
Dwight Asset Management December 2001 - December 2003
St. Mary Lodge and Resort July 1999 - November 2001
Skills
Financial Services, Asset Managment, Performance Management, Human Resources, Risk Management, Asset Management, Onboarding, Insurance, Employee Relations, Benefits Administration, Employee Benefits, Microsoft Excel, Strategic Planning, Personnel Management, Leadership, Payroll
Education
New York University 1992 — 1994
Champlain College
Professional Certificate, Human Resources/Business
Harwood
Bill Aikman's Dwight Asset Management Experience June 2005 - June 2011
Job Product Marketing Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Peter Hassler, CFA's Dwight Asset Management Experience 2009 - 2012
Job VP Portfolio Manager at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2014 - Present
Sentinel Investments 2012 - Present
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2008 - 2009
Dwight Asset Management 2006 - 2008
Skills
Portfolio Management, RMBS, MBS, INTEX, ABS, Trading, Credit Analysis, Fixed Income, Structured Products, Bonds, Valuation, Asset Management, Asset Allocation, Investments
Education
Gordon College
BA, Economics & Business
University of Richmond
Sentinel Investments 2014 - Present
Sentinel Investments 2012 - Present
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2008 - 2009
Dwight Asset Management 2006 - 2008
Skills
Portfolio Management, RMBS, MBS, INTEX, ABS, Trading, Credit Analysis, Fixed Income, Structured Products, Bonds, Valuation, Asset Management, Asset Allocation, Investments
Education
Gordon College
BA, Economics & Business
University of Richmond
Veronica Fallon's Dwight Asset Management Experience January 2001 - May 2012
Job Vice President, Legal at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management May 2012 - Present
Dwight Asset Management January 2001 - May 2012
Greenmountain.com, now Green Mountain Energy Company 1997 - 2000
Green Mountain Power 1996 - 1997
Tyler Cooper & Alcorn 1981 - 1996
United States District Court for the Southern District of New York 1979 - 1981
Education
Fordham University School of Law 1976 — 1979
JD, cum laude, Law
State University of New York at Albany 1971 — 1975
Bachelor of Arts (B.A.), summa cum laude, English and Anthropology
Goldman Sachs Asset Management May 2012 - Present
Dwight Asset Management January 2001 - May 2012
Greenmountain.com, now Green Mountain Energy Company 1997 - 2000
Green Mountain Power 1996 - 1997
Tyler Cooper & Alcorn 1981 - 1996
United States District Court for the Southern District of New York 1979 - 1981
Education
Fordham University School of Law 1976 — 1979
JD, cum laude, Law
State University of New York at Albany 1971 — 1975
Bachelor of Arts (B.A.), summa cum laude, English and Anthropology
Gordon Russo's Dwight Asset Management Experience 2000 - 2012
Job Fixed Income Analyst
Industry Investment Management
Experience
Flaherty & Crumrine, Inc. December 2012 - Present
Dwight Asset Management 2000 - 2012
Sandler O'Neill & Partners, L.P. 1992 - 2000
U.S. Department of the Treasury 1989 - 1992
Education
Bentley University
Master of Science in Finance
College for Financial Planning
CFP Professional Education Program
Rutgers University-New Brunswick
B.A. Economics
Flaherty & Crumrine, Inc. December 2012 - Present
Dwight Asset Management 2000 - 2012
Sandler O'Neill & Partners, L.P. 1992 - 2000
U.S. Department of the Treasury 1989 - 1992
Education
Bentley University
Master of Science in Finance
College for Financial Planning
CFP Professional Education Program
Rutgers University-New Brunswick
B.A. Economics
Dan Raddock's Dwight Asset Management Experience March 2009 - May 2012
Job Assistant General Counsel at Vermont Department of Financial Regulation
Industry Government Administration
Experience
Vermont Department of Financial Regulation May 2012 - Present
Dwight Asset Management March 2009 - May 2012
Start up hedge fund platform 2007 - 2008
Morgan Stanley January 2000 - December 2006
Skills
Asset Managment, Fixed Income, Securities Regulation, Investment Management, Investment Advisory, Japanese, Asset Management, Investments, Corporate Law, Securities, Venture Capital, Corporate Finance, Capital Markets, Corporate Governance, Private Equity, Legal Writing, Management, Mutual Funds, Strategic Planning, Mergers & Acquisitions, Legal Advice, Due Diligence, Risk Management, Insurance Regulatory
Education
Tulane University Law School 1989 — 1992
JD, cum laude
中央大学 / Chuo University 1993 — 1996
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Colby College 1983 — 1987
BA, Government
Vermont Department of Financial Regulation May 2012 - Present
Dwight Asset Management March 2009 - May 2012
Start up hedge fund platform 2007 - 2008
Morgan Stanley January 2000 - December 2006
Skills
Asset Managment, Fixed Income, Securities Regulation, Investment Management, Investment Advisory, Japanese, Asset Management, Investments, Corporate Law, Securities, Venture Capital, Corporate Finance, Capital Markets, Corporate Governance, Private Equity, Legal Writing, Management, Mutual Funds, Strategic Planning, Mergers & Acquisitions, Legal Advice, Due Diligence, Risk Management, Insurance Regulatory
Education
Tulane University Law School 1989 — 1992
JD, cum laude
中央大学 / Chuo University 1993 — 1996
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Colby College 1983 — 1987
BA, Government
virginia stirling's Dwight Asset Management Experience April 2002 - September 2007
Job Banking Professional
Industry Banking
Experience
Dwight Asset Management April 2002 - September 2007
Thomson BankWatch 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Dwight Asset Management April 2002 - September 2007
Thomson BankWatch 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Scott McIntyre, CFA's Dwight Asset Management Experience April 2011 - May 2012
Job Principal, Senior Portfolio Manager at Performa Limited, LLC
Industry Investment Management
Experience
Performa Limited (US), LLC August 2012 - Present
Dwight Asset Management April 2011 - May 2012
Dwight Asset Management August 2006 - April 2011
Dwight Asset Management July 2004 - August 2006
Gannett Welsh & Kotler August 2002 - June 2004
Loomis, Sayles & Company July 2000 - August 2002
Skills
Asset Management, Fixed Income Trading, Asset Allocation, Fixed Income, Bonds, Compliance Management, Sales Presentations, Client Communication, Performance Management, Personal Development, Portfolio Management, Trading, Client Service, Investment Strategies, Risk Management, Credit Analysis, Securities, Credit Risk, Fixed Income Products, Asset Managment
Education
Union Graduate College 1994 — 1996
Masters in Business Administration
Union College 1989 — 1993
BA
Performa Limited (US), LLC August 2012 - Present
Dwight Asset Management April 2011 - May 2012
Dwight Asset Management August 2006 - April 2011
Dwight Asset Management July 2004 - August 2006
Gannett Welsh & Kotler August 2002 - June 2004
Loomis, Sayles & Company July 2000 - August 2002
Skills
Asset Management, Fixed Income Trading, Asset Allocation, Fixed Income, Bonds, Compliance Management, Sales Presentations, Client Communication, Performance Management, Personal Development, Portfolio Management, Trading, Client Service, Investment Strategies, Risk Management, Credit Analysis, Securities, Credit Risk, Fixed Income Products, Asset Managment
Education
Union Graduate College 1994 — 1996
Masters in Business Administration
Union College 1989 — 1993
BA
Greg Prisk's Dwight Asset Management Experience August 2003 - October 2009
Job Institutional Sales and Marketing Professional
Industry Investment Management
Experience
Dwight Asset Management August 2003 - October 2009
Loomis, Sayles & Company August 2001 - August 2003
Back Bay Advisors July 1996 - August 2001
Skills
Portfolio Management, Asset Management, Fixed Income, LDI, Investments, Financial Services, Asset Allocation, High Yield, Hedge Funds, Investment Management, Asset Managment, Equities, Investment Strategies, Institutional..., Marketing, Alternative Investments, Institutional Sales
Education
Iowa State University
Dwight Asset Management August 2003 - October 2009
Loomis, Sayles & Company August 2001 - August 2003
Back Bay Advisors July 1996 - August 2001
Skills
Portfolio Management, Asset Management, Fixed Income, LDI, Investments, Financial Services, Asset Allocation, High Yield, Hedge Funds, Investment Management, Asset Managment, Equities, Investment Strategies, Institutional..., Marketing, Alternative Investments, Institutional Sales
Education
Iowa State University
George Lee, CFA's Dwight Asset Management Experience January 2005 - March 2012
Job VP Head of Fixed Income Quantitative Analytics at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments October 2012 - Present
Sentinel Investments March 2012 - October 2012
Dwight Asset Management January 2005 - March 2012
KDP Investment Advisors April 1989 - December 2004
Skills
Portfolio Management
Education
New York University
MA, Economics
Stanford University
BA, Political Science
Sentinel Investments October 2012 - Present
Sentinel Investments March 2012 - October 2012
Dwight Asset Management January 2005 - March 2012
KDP Investment Advisors April 1989 - December 2004
Skills
Portfolio Management
Education
New York University
MA, Economics
Stanford University
BA, Political Science
Sean Whitney's Dwight Asset Management Experience May 2008 - May 2012
Job Systems Administrator at Dealer.com
Industry Financial Services
Experience
Dealer.com January 2015 - Present
Primmer Piper Eggleston & Cramer PC May 2012 - January 2015
Dwight Asset Management May 2008 - May 2012
Enosburg Graded School District June 2007 - December 2007
IBM December 2006 - May 2007
Peerless Clothing Inc. July 2006 - December 2006
Richford Health Center September 2003 - December 2005
Skills
Network Administration, Windows Server, Linux, Active Directory, VMware, HTML, VoIP, Windows System..., Computer Hardware, Windows, Mac OS X, Microsoft Office, DFS, VBScript, Checkpoint, Sonicwall, IPv4, IPv6, DNS, HP Procurve Networking, Citrix, Hyper-V, Asterisk, IPC, iOS, Android, Numara Track-It, Symantec Endpoint..., Backup Exec, ePolicy Orchestrator, Bit9, TrueCrypt, RSA SecurID, Linux System..., Unix, Dell PowerEdge Servers, HP Proliant, Microsoft SQL Server, MySQL, Apache, IIS, Virtualization, Disaster Recovery, Networking, Technical Support, Client Services
Education
Johnson State College 2009 — 2014
Bachelor's Degree, Professional Studies
Community College of Vermont 2003 — 2005
Associate's Degree, Computer Systems Management
Dealer.com January 2015 - Present
Primmer Piper Eggleston & Cramer PC May 2012 - January 2015
Dwight Asset Management May 2008 - May 2012
Enosburg Graded School District June 2007 - December 2007
IBM December 2006 - May 2007
Peerless Clothing Inc. July 2006 - December 2006
Richford Health Center September 2003 - December 2005
Skills
Network Administration, Windows Server, Linux, Active Directory, VMware, HTML, VoIP, Windows System..., Computer Hardware, Windows, Mac OS X, Microsoft Office, DFS, VBScript, Checkpoint, Sonicwall, IPv4, IPv6, DNS, HP Procurve Networking, Citrix, Hyper-V, Asterisk, IPC, iOS, Android, Numara Track-It, Symantec Endpoint..., Backup Exec, ePolicy Orchestrator, Bit9, TrueCrypt, RSA SecurID, Linux System..., Unix, Dell PowerEdge Servers, HP Proliant, Microsoft SQL Server, MySQL, Apache, IIS, Virtualization, Disaster Recovery, Networking, Technical Support, Client Services
Education
Johnson State College 2009 — 2014
Bachelor's Degree, Professional Studies
Community College of Vermont 2003 — 2005
Associate's Degree, Computer Systems Management