DWS Investments
Industry: Asset management company
DescriptionHeadquarters: Germany Founded: August 1956 Subsidiaries: Deutsche Asset Management (International) Ltd., Deutsche Asset Management (Asia) Limited
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DWS Investments Employees
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
Colorado State University-Pueblo August 2012 - May 2013
DWS Investments August 2011 - February 2012
Allianz Global Investors September 2009 - December 2009
Fortis Investments August 2007 - October 2007
Thomson Reuters April 2006 - September 2006
Skills
Microsoft Office, Bloomberg, HP Quality Center, SimCorp Dimension
Education
Colorado State University-Pueblo
Master of Business Administration (MBA), GPA 3,7
Johannes Gutenberg-Universität Mainz
Diplom Kaufmann, Betriebswirtschaftslehre (equivalent to Business Master)
Johannes Gutenberg-Universität Mainz
Diplom-Vorprüfung, Volkswirtschaftslehre (equivalent to Bachelor in Economics)
Kravitz, Inc. August 2015 - Present
July Business Services August 2012 - July 2015
JPMorgan Chase March 2012 - August 2012
John Hancock - Retirement Plan Services March 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) February 2005 - March 2011
John Hancock/Manulife Financial February 2005 - March 2006
DWS Scudder Investments July 2004 - February 2005
DWS Investments March 2002 - February 2005
John Hancock/Manulife Financial March 2002 - February 2005
DWS Investments October 2000 - March 2002
Skills
Series 7, Series 65, Series 6, Licensing, Sales Process, Plan Design, Series 63, Mutual Funds, Customer Relations, Annuities, Investments, 401k, Account Management, Customer Service, Sales Management, Excel, Retirement, New Business Development, Public Speaking, Negotiation, Word, Coaching, Team Building, Business Planning, Marketing Strategy, Consultative Selling, Retirement Planning, Microsoft Office, Sales Support, Problem Solving, Employee Benefits, Asset Allocation, Outlook, PowerPoint, Mentoring, Budgeting, Direct Sales, Pensions, Fixed Annuities, Sales Operations, Selling, Microsoft Excel, Defined Benefit, Management, Retirement Plan..., Qualified Retirement..., Sales
Education
DePaul University 2000 — 2003
M.B.A, Finance 2003
University of Iowa 1993 — 1997
B.B.A, Finance; Accounting & Economics
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
B.B.A., Finance
Nuveen Investments May 2015 - Present
Nuveen Investments February 2009 - May 2015
Oppenheimer & Co. August 2005 - September 2008
DWS Investments September 2004 - July 2005
Skills
Investment Management, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Investments, Asset Management, Portfolio Management, Securities, Investment Advisory, Investment Strategies, Fixed Income, Equities, Separately Managed..., Hedge Funds, ETFs, Series 65, Financial Services, Financial Advisory, Asset Managment
Education
DePaul University 1998 — 2002
Bachelor of Arts, Art History; French
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
Calamos Investments February 2011 - Present
Advisors Asset Management, Inc. October 2009 - May 2010
DWS Investments June 2006 - December 2008
DWS Investments April 2005 - June 2006
Washington Mutual November 2003 - March 2005
AXA Advisors 2002 - 2003
U.S. ARMY 1993 - 1996
Skills
Business Development, Investments, Financial Services, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, Asset Management, Alternative Investments, Relationship Management, Securities, 401k, Retirement, Separately Managed..., Insurance, New Business Development, Financial Markets, Salesforce.com, CRM, Series 65, Sales Presentations, FINRA, Marketing
Education
Loyola University Chicago 2000 — 2001
MBA, Marketing, eCommerce, and Int'l Business
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science, Management
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
FGD Finance - Financial Group Direct, LLC January 2007 - Present
Hudson Highland Group May 2004 - January 2007
Dow Jones October 2002 - May 2004
DWS Investments August 1999 - October 2002
Skills
Management Consulting, Recruiting, Leadership, Accounting, Consulting, Finance, Financial Reporting, Mergers & Acquisitions, Start-ups, Business Strategy, Banking, Financial Analysis, Financial Modeling, Strategy, Business Development, Business Planning, Process Improvement, Strategic Planning, Executive Search, Due Diligence, Interviews, Mergers, Management, Business Process..., Executive Management, Forecasting, Risk Management, Sarbanes-Oxley Act, Managerial Finance, Temporary Placement, Acquisition Integration, Strategic Financial..., Restructuring, Financial Services, Corporate Finance
Education
Saint Mary's College of California 1995 — 1999
BA, Health Science
Northern Trust Asset Management January 2015 - Present
Northern Trust Asset Management September 2011 - December 2014
Invesco Ltd. October 2005 - September 2011
DWS Investments April 2002 - October 2005
Skills
ETFs, ETF Due Diligence, Separately Managed..., Mutual Funds, Social Media
Education
University of Dayton 1997 — 2001
Lincoln Financial Group January 2014 - Present
Niemann Capital Management May 2010 - December 2012
ATEL Securities Corporation February 2007 - May 2010
DWS Investments January 2006 - February 2007
DWS Investments June 2003 - January 2006
DWS Investments January 2002 - June 2003
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Series 63, Series 7, Series 6, ETFs, Wealth Management, Asset Allocation, Securities, Portfolio Management, Variable Annuities, Fixed Annuities
Education
Illinois State University
Bachelor of Science (BS), Communications
Deutsche Asset & Wealth Management January 2013 - Present
DWS Investments January 2009 - December 2012
DWS Investments May 2004 - December 2008
Columbia Funds December 1999 - May 2004
Skills
Alternative Investments, Asset Allocation, ETFs, Investments, Mutual Funds, Securities, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management, Equities, Asset Management, Fixed Income, Investment Management, Financial Services
Education
Northeastern University 2013 — 2016
Bachelor of Science (BS), Organizational Leadership
Rhode Island College 1989 — 1991
Business Administration and Management, General
Massachusetts College of Liberal Arts 1987 — 1989
History
Two Sigma April 2015 - Present
Two Sigma Investments November 2012 - April 2015
Oliver Wyman October 2011 - November 2012
Oliver Wyman June 2010 - September 2010
DWS Investments February 2009 - June 2009
Skills
Economics, Corporate Finance, Risk Management, Fixed Income, Structuring, Financial Engineering, Investments, Finance, Macroeconomics, Portfolio Management, Financial Modeling, Bloomberg
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Economics
United World College of Adriatic 2005 — 2007
International Baccalaureate, Math, Physics
Istanbul Erkek Lisesi
Eaton Vance June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
DWS Investments September 2005 - March 2011
DWS Investments 2000 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
DePaul University 1996 — 2000
St. Francis High School 1991 — 1995
Envestnet, Inc April 2013 - Present
Staffing Agencies September 2012 - April 2013
Center for Disability & Elder Law (CDEL) September 2012 - January 2013
Romanucci & Blandin Law office February 2012 - May 2012
Vestor Capital Partners, LLC 2005 - 2012
Chase Investment Services Corporation July 2003 - January 2005
DWS Investments February 1989 - January 2003
Skills
Legal Writing, Customer-focused Service, Microsoft Excel, Speed Reading, Westlaw, Lexis, TortPro, Summation, Concordance, Proofreading, Legal Research, Adobe InDesign, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Junxure, Sharepoint, General Securities, Compliance, Series 7, Series 65, Series 6, Series 63
Education
Roosevelt University 2012 — 2012
Post-Baccalaureate Certificate (ABA-approved) with Honors, Paralegal Studies Program, Honors
Rockhurst University 1982 — 1986
Bachelor of Science (BS), Computer Science
Financial Managers Society, Inc. September 2011 - Present
DRI - The Voice of the Defense Bar February 2010 - September 2011
SmithBucklin August 2006 - February 2010
Treacy Marketing Group March 2005 - August 2006
DWS Investments April 2002 - May 2004
DWS Investments August 2000 - April 2002
Skills
Marketing Communications, Marketing Strategy, Copywriting, Trade Associations, Professional..., Public Relations, Marketing, Newsletters, Event Management, Project Management, Press Releases, Non-profits, Social Media Marketing, Social Media, Integrated Marketing, Strategy, Advertising, Strategic Communications, Fundraising, Sponsorship, Market Research, Online Marketing, Budgets, Email Marketing, Internal Communications, Digital Marketing, Brand Management, Corporate Communications, Leadership, CRM, Media Relations, Trade Shows, Editing, Social Networking, Brand Development, Content Management, Nonprofits, Training, Coaching, New Business Development, Direct Marketing, Event Planning, Speech Writing
Education
DePaul University 2004 — 2007
Master of Arts, Public Relations and Advertising
Central Michigan University 1995 — 2000
Bachelor of Applied Arts, Interpersonal and Public Communication
Deutsche Bank September 2010 - Present
DWS Investments April 2006 - September 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Investments, ETFs, Asset Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance/Economics
Boston College - Carroll School of Management 1998 — 2002
BS, Finance
Water Island Capital, LLC September 2013 - Present
Stadion Money Management/Mutual of Omaha - MOIS February 2010 - December 2012
Dreyfus March 2006 - July 2007
DWS Investments February 2003 - March 2006
Dreyfus February 1999 - February 2003
Security Benefit July 1995 - February 1999
J&W Seligman January 1991 - June 1994
Interstate/Johnson Lane 1983 - 1991
Skills
Series 7, Series 63, Series 65, Mutual Funds, SMA, Alternative Investments, Wholesaler, Sales Presentations, Time Management, Perseverance, Investments, Financial Advisory, Investment Advisory, Separately Managed..., Variable Annuities, 401k, Asset Allocation, ETFs, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Retirement Planning, Securities, Wealth Management, Hedge Funds
Education
North Carolina State University
Free-Lance Musician January 1998 - Present
Kalamazoo Symphony Orchestra 2011 - Present
Northwest Indiana Symphony Orchestra 2012 - Present
Crampton Planning Partners November 2012 - Present
DWS Investments 2003 - 2011
Skills
Music Education, Chamber Music, Orchestral Music, Ensemble, Opera, Music History, Entertainment, Classical, Music Theory, Music, Music Industry, Composition, Finale, Singing, Conducting, Teaching, Film Scoring, Band, Arts Administration, Musicians, Piano, Songwriting, Improvisation, Studio Recording, Brass, Recording, Musical Theatre, Trumpet, Music Production, Theatre, Choral, Trombone, Performing Arts, Contemporary Music, Orchestration, Jazz, Pianist, Vocal, Symphony, Stage, Percussion, Musicology, Songs, Music Performance
Education
Rice University 1999 — 2001
Master of Music, Trumpet Performance
Hochschule für Musik Detmold 1998 — 1999
Recipient of Fulbright Scholarship Award for Trumpet Performance, Music
Duquesne University 1994 — 1998
Bachelor of Science, Music Education
Northern Trust May 2009 - Present
DWS Investments October 2000 - April 2009
Skills
Analysis, Business Development, Financial Analysis, Marketing, Process Improvement, Project Management, Risk Management, Strategic Planning, Strategy, Vendor Management
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Economics
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
State Street December 2013 - Present
Vanguard April 2012 - December 2013
DWS Investments March 2006 - March 2012
DWS Scudder 2002 - 2005
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Series 6, Alternative Investments, 401k, Wealth Management, Asset Management, Asset Allocation, Investments, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA with Distinction, General Business and Leadership & Change Management
Knox College 1996 — 2000
Bachelors, Economics and French
Catanzarite Financial Services January 2006 - Present
JP Morgan Chase January 2005 - January 2006
DWS Investments January 2004 - January 2005
Skills
Marketing, Estate Planning, Investments, Mutual Funds, Asset Management, Customer Service, Public Speaking, Retirement Planning, Retirement, Financial Advisory, Sales, Wealth Management, Insurance, Investment Advisory, Finance, Series 63, Coaching, Succession Planning, Personal Finance, Asset Managment, Employee Benefits, Series 7, Leadership, Team Building, Accounting
Education
St. Joseph's College (IN) 2001 — 2003
Finance
Holy Cross College 1999 — 2001
Associates
Ariane Capital Partners, LLC April 2009 - Present
Torrey Associates, LLC January 2008 - March 2009
DWS Investments November 2003 - January 2008
Fisher Investments 2002 - 2003
Delaware Investments, Inc./Lincoln Financial Distributors, Inc. May 1997 - August 2001
Kemper Financial Services 1988 - 1997
Skills
Mutual Funds, Licensing, Investments, Series 6, Series 63, Alternative Investments, Hedge Funds, Separately Managed..., Series 7, Private Equity
Education
University of Richmond 1977 — 1981
BA, Spanish, History, Russian
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Capco July 2014 - Present
Capco July 2012 - July 2014
Nike September 2011 - July 2012
DWS Investments September 2010 - March 2012
Skills
Zertifizierter..., Certified Exchange..., Microsoft Excel, Salesforce.com, Stata, English, Business Analysis, Financial Modeling, Financial Analysis
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2010
Diplom Kaufmann, BWL (Business Administration), 2.2
Hawaii Pacific University 2008 — 2009
*Study Abroad*, MBA
Neuberger Berman February 2012 - Present
Behringer Harvard December 2010 - February 2012
Collegiate Archives & Marketing October 2009 - November 2010
American Funds November 2007 - 2009
DWS Investments 2004 - 2007
Columbia Management 2000 - 2004
Skills
Series 7, Mutual Funds, Asset Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Securities, Series 63
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
C. Scott Kwiat December 2012 - Present
Direct Supply December 2010 - December 2012
Hiebing March 2010 - October 2010
Fidelity Investments September 2006 - March 2010
M&I Bank 2010 - 2010
DWS Investments March 2004 - September 2006
SCOLOR DESIGNS January 2000 - September 2006
lynda.com 2000 - 2004
Eaton Publishing March 2003 - November 2003
Johnson & Johnson July 2003 - August 2003
Skills
Graphic Design, Art Direction, Creative Direction, Direct Mail, Adobe Creative Suite, Advertising, Brochures, Mac, Graphics, Layout, Adobe Acrobat, Illustrator, InDesign, Photoshop, QuarkXPress, Flash Animation, PowerPoint development, Information Design, Audio Editing, Digital Audio, Audio Post Production, Final Cut Pro, Sound Mixing, Pre-press, Variable Data Printing, Print On Demand, Illustration, Flash, Web Design, Catalogs, Newsletters, Packaging, Image Manipulation, Collateral, Multimedia, Crossmedia, Corporate Branding, Digital Printing, Interaction Design, Flyers, Brand Development, Typography, Corporate Identity, User Interface, Creative Strategy, User Interface Design
Education
Milwaukee Area Technical College 1989 — 1994
AA, Commercial Art
MIAD - Milwaukee Institute
University of Wisconsin-Waukesha
Waukesha North High School
GE Asset Management 2012 - Present
GE Asset Management March 2006 - April 2011
DWS Investments 2005 - 2006
DWS Investments 2003 - 2005
Zurich Scudder Investments 1998 - 2003
Skills
Strategy, Digital Marketing, Marketing, Market Research, Marketing Communications, Management, Portfolio Management, Leadership, Mutual Funds, Asset Management, Strategic Planning, Digital Strategy, Team Management, Equities, Vendor Management, Email Marketing, Sales, Risk Management, Finance, Strong strategic and..., Strong communication..., Strong project..., Successful track record, Digital Marketing..., Business Development
Education
State University of New York College at Plattsburgh
Bachelor of Science (BS), Marketing
Envestnet Placemark April 2012 - Present
Guggenheim Funds Distributors, Inc 2009 - December 2011
DWS Investments 2006 - 2008
MFS Investment Management 1993 - 2006
Skills
Investment Management, Unified Managed Accounts, Investment Products, Mutual Funds, ETFs, Structured Products, Asset Allocation, Modern Portfolio Theory, Effcient Market..., Investments, Equities, Fixed Annuities, 401k, Series 63, Series 7, Alternative Investments, Asset Management, Wealth Management, Separately Managed...
Education
Babson College 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Northfield Mount Hermon 1978 — 1979
Westbrook High School
LPL Financial 2011 - Present
Investment Solution Services, LLC October 2009 - Present
McCabe and Associates September 2004 - April 2009
DWS Investments July 2000 - April 2004
Skills
Investments, Retirement, Finance, Financial Services, Insurance, Retirement Planning, Financial Planning, 401k, FINRA, Wealth Management, Series 7, Fixed Annuities, Small Business, Mutual Funds, Strategic Planning, Estate Planning, Strategic Financial..., Investment Management, Public Speaking, Securities, Life Insurance, Financial Advisory, Tax Preparation, Uniform Combined State..., Financial Planners, Banking, Variable Annuities, Asset Allocation, Investment Advisory, Investment..., Series 66, Securities Licensed in..., Life Insurance licensed...
Education
Saint Xavier University 2005 — 2007
Continuing Education, Financial Planning
Illinois Wesleyan University 1996 — 2000
BS, Business and Spanish
The Meltzer Group March 2012 - Present
DWS Trust Company July 2011 - March 2012
DWS Investments December 2005 - March 2012
CitiStreet 2003 - 2005
CitiStreet 2000 - 2003
CitiStreet (Formerly State Street Bank and Trust Company) 1996 - 2000
Mobius Tech, Inc. 1993 - 1996
DCP Administrators October 1988 - June 1993
Skills
CRM, Retirement Planning, Retirement, 401k, Investments, Pensions, Asset Managment, Mutual Funds
Education
State University of New York College at Oswego 1983 — 1988
BA, Mathematics
Marsh & McLennan Agency, known locally as Bostonian Group May 2012 - Present
DWS Investments April 2006 - May 2012
DWS Investments September 2004 - April 2006
Scudder Investments May 2001 - September 2004
John Hancock Life Insurance Company (U.S.A.) June 1999 - December 2000
Skills
Series 63, Series 7, Mutual Funds, Series 6, 401k, Investments, Asset Allocation, Retirement Planning, Asset Managment, Wealth Management, Retirement, Equities, Asset Management, Investment Strategies, Financial Advisory, Securities, Defined Contribution, Investment Advisory, Pensions, Financial Services
Education
Northeastern University 1997 — 2002
BS, Business Administration, Marketing, Management
Trinity Catholic High School 1993 — 1997
ADP Retirement Services June 2003 - Present
DWS Investments May 1997 - May 2003
Prudential Financial 1995 - 1997
Skills
401k, Mutual Funds, Employee Benefits, Retirement, Pensions, Benefits Administration, ERISA, Defined Contribution, Retirement Plan..., Financial Services, FINRA, Process Improvement, Leadership, Relationship Management, Insurance, Asset Management, Wealth Management
Education
Kean University 1988 — 1995
BS Management, Management, Finance, Economics
Morningstar March 2006 - Present
Ibbotson Associates (acquired by Morningstar) July 2004 - March 2006
JPMorgan Chase May 2003 - June 2004
DWS Investments October 2000 - October 2002
Skills
Mutual Funds
Education
North Central College 1996 — 2000
BA, International Business, Spanish
Transamerica Capital Management March 2009 - Present
Van Kampen Investments 1996 - January 2009
DWS Investments 1993 - 1996
United States Air Force 1988 - 1995
Skills
Mutual Funds, 401k, Series 63, Series 7, Investments, Fixed Annuities, Series 6, Retirement Planning, Series 65, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Closed-end Funds, Asset Managment, Securities, Investment Advisory, Investment Strategies, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
Kerrisdale Capital Management LLC June 2011 - Present
Magister Ludi Capital Management August 2009 - June 2011
DWS Investments October 2007 - August 2009
DWS Investments December 2006 - September 2007
DWS Investments April 2006 - December 2006
Citigroup Asset Management October 2003 - December 2005
Citigroup Asset Management February 2002 - October 2003
Casey, Quirk & Associates 2000 - 2002
Skills
Investments, Hedge Funds, Alternative Investments, Strategy, Investment Banking, Mutual Funds, Equities, Portfolio Management, Mergers, Risk Management, Product Management, Market Research, Due Diligence, Banking, Entrepreneurship, Investment Management, Asset Management, Capital Markets
Education
Hamilton College 1996 — 2000
BA, Mathematics, Economics
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Self Employed Freelance Writer February 2001 - Present
DWS Investments February 1997 - February 2001
Wells Fargo Advantage Funds February 1994 - March 1997
Skills
Marketing Communications, Writing, Editing, Program Management, Corporate Communications, Internal Communications, Business Communications, Video Production, Strategic Communications, Photography, Social Media, Team Leadership, Final Cut Pro, Microsoft Office, Dreamweaver, Web Design, Content Management, Video, Wordpress, Public Speaking, Press Releases, Marketing, Media Relations, Advertising, Newsletters, Creative Writing, Content Strategy, Copywriting, Screenwriting, Email Marketing
Education
Northern Illinois University 1985 — 1990
BS, Journalism, Marketing emphasis
The Art Institute of Portland 2009 — 2011
Digital Film and Video
Portland Community College 2004 — 2004
Certificate, Web design
se2 February 2013 - Present
DWS Investments May 2011 - September 2012
ING May 2004 - November 2010
ING February 2000 - May 2004
Ernst & Young February 1997 - February 2000
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Wealth Management, Insurance, FINRA Series 6 and 26, Financial Reporting, Strategic Thinking, Strategic Planning, Organizational..., Six Sigma, Project Coordination, Project Planning, Project Management, Leadership Development, Lean Manufacturing, Cross-functional Team..., Process Improvement, Employee Engagement, Series 6, Account Management, Business Process..., Contract Negotiation, Training, Call Centers, Operations Management, Contact Centers, Customer Satisfaction, Program Management, Team Building, Change Management, Budgets, Strategy, Business Process, Financial Services, Customer Service, Team Leadership, Analysis, Business Strategy, Management, Business Analysis, Asset Management, Relationship Management, Risk Management, Vendor Management
Education
Brigham Young University
Bachelor of Arts (B.A.), English Language and Literature, General
DWS Mutual Funds January 2013 - Present
Mitsui Sumitomo Insurance Group July 2004 - Present
DWS Investments July 1997 - Present
NYU Stern School of Business 1997 - 2009
J.P. Morgan August 1979 - January 1997
Skills
Mergers, Derivatives, Negotiation, Corporate Finance, Asset Management, Insurance, Teaching, Asset Managment, Bloomberg, Financial Transactions, Investments, Investment Banking, Economics, Financial Analysis
Education
Indian Statistical Institute 1967 — 1968
Economics
Harvard University
A.B., Ph.D, Economics
Deutsche Asset & Wealth Management December 2010 - Present
DWS Investments December 2010 - July 2012
Cephalon October 2003 - January 2008
Cephalon January 2001 - September 2003
Cephalon March 1999 - November 2000
Novartis January 1997 - March 1999
info USA October 1995 - January 1997
IKON Office Solutions October 1993 - June 1995
Skills
Sales Presentations, Sales Management, Territory Management, Pharmaceutical Sales, Sales, Sales Effectiveness, Urology, Account Management, Business Development, Neurology, Cardiology, CRM
Education
The University of Kansas 1988 — 1992
BA, Political Science
Westside High School
Chicago Wealth Management Group June 2015 - Present
Cetera Financial Group June 2013 - Present
Genworth Financial December 2010 - June 2012
Managers Investment Group September 2007 - December 2010
Managers Investment Group September 2007 - December 2010
DWS Investments June 2005 - September 2007
DWS Investments January 2004 - June 2005
DWS Investments January 2002 - January 2004
DWS Investments December 2000 - September 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Series 6, Insurance, Asset Managment, Portfolio Management, Securities, Separately Managed..., Asset Allocation, Financial Services, Series 24, Risk Management, Wealth Management, Customer Service, Customer Service..., Contact Center..., Asset Management, CRM, Finance, Fixed Annuities, Management
Education
Lake Forest Graduate School of Management 2006 — 2010
Northeastern Illinois University 1996 — 1999
Fidelity Investments December 2012 - Present
Fidelity Investments November 2010 - December 2012
Columbia Management November 2006 - May 2010
UBS Global Asset Management 2006 - October 2006
J.P. Morgan September 2004 - December 2005
DWS Investments January 2000 - September 2004
Skills
401k, Defined Benefit, Retirement Planning, Series 63, Series 7, Series 6, Series 65, Qualified Retirement..., Mutual Funds, Defined Contribution, Investments
Education
Drake University 1996 — 2000
B.S.B.A. Degree, International Business, Finance, Economics
Waubonsie Valley High School 1994 — 1996
Diploma, Business focus
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
DWS Investments October 1997 - January 2013
Scudder Investments October 1997 - January 2006
Dreyfus February 1992 - October 1997
Skills
Series 63, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Manage Client...
Education
Michigan State University 1985 — 1989
BA, Financial Administration
Chicago-based Asset Management Firm September 2012 - Present
Deutsche Bank July 2000 - September 2012
DWS Investments 2000 - September 2012
Scudder Investments 2000 - 2010
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor, Communications/Advertising
PwC August 2015 - Present
INTTRA June 2013 - August 2015
Deutsche Bank January 2011 - May 2013
Deutsche Bank November 2010 - December 2011
DWS Investments November 2008 - October 2010
Deutsche Asset Management January 2007 - November 2008
Deutsche Asset Management January 2006 - December 2006
Deutsche Bank May 2003 - February 2006
San Francisco State University January 2001 - April 2002
Skills
ITIL, Vendor Management, Enterprise Architecture, Program Management, System Architecture, Enterprise Software, Software Engineering, Databases, Data Center, Service Operations, Architecture, IT Strategy, Product Management, Strategy, SDLC, Networking, Application Lifecycle..., Infrastructure, Unix, Solution Architecture, Solaris, Oracle, R, Agile Methodologies, Requirements Analysis, System Deployment, Customer Relations, Application Management, IT Management, Disaster Recovery, Cloud Computing, Offshoring, Customer Service, Management, Software Project..., Linux, Project Management, Integration, SOA, Java, Business Analysis, Software Development, IT Operations, Middleware, Service Delivery, Trading Systems, Change Management, Outsourcing, Leadership, Business Intelligence
Education
Stevens Institute of Technology 2014 — 2014
San Francisco State University 2000 — 2002
MS
University of Mumbai
Bachelor's Degree
PhillipCapital December 2014 - June 2015
Morgan Stanley January 2014 - December 2014
McGraw-Hill Education January 2010 - November 2014
TMF Custom House Global Fund Services 2007 - 2009
Public Accounting Industry 2004 - 2007
Merrill Lynch June 2000 - November 2000
DWS Investments June 1999 - June 2000
Skills
Series 7, Series 66, Series 3, Series 34, Lacerte, Excel Models, Excel Macro Design, Matlab, Statistical Data...
Education
Northcentral University 2015 — 2018
Doctor of Philosophy (PhD), Finance and Financial Management Services
Stanford University 2015 — 2016
Mathematics, Logic & Game Theory
DePaul University 2009 — 2010
US Corporation, Closely Held Corporation, & Partnership Taxation
Northwestern University 2008 — 2009
Financial Modeling/Financial Institutions
DePaul University 2004 — 2006
MScAccounting
Southern Illinois University, Carbondale 1995 — 1999
BS Finance
CoStar Group September 2015 - Present
MSCI Inc. 2013 - 2014
Dearborn Capital Management, LLC 2010 - 2013
Equinox Funds 2007 - 2009
DWS Investments 2004 - 2006
Skills
Mutual Funds, Alternative Investments, Investments, Series 63, Securities, Investment Management, Financial Services, Hedge Funds, Equities, Fixed Income, Valuation, Strategy, Business Development, Series 7, Investment Strategies, Asset Allocation, Financial Advisory, Relationship Building, Relationship Management, Retirement Planning, Risk Management, Territory Penetration, Territory Development, Managed Futures, Separately Managed..., ETFs, Sales Presentations, Educational Seminars, Budget Management, Webinars, Salesforce.com, Customer Experience
Education
University of Michigan
Bachelor's Degree, Psychology
University of Michigan
Bachelor of Arts (B.A.), Psychology
GridLiance, a Blackstone Company November 2014 - Present
Motives for La La Anthony Cosmetics September 2013 - Present
Preferred Meals May 2014 - September 2014
DWS Investments November 2007 - January 2014
McKinsey & Company March 2006 - April 2007
PEAK6 Investments, LP September 2002 - July 2004
Joel Cavasso, Realtor May 1999 - August 2002
DraftFCB April 1997 - April 1999
Skills
Management, Asset Management, Risk Management, Social Media, Customer Service, Investments, Equities, Mutual Funds, Microsoft Office, Portfolio Management, Event Planning, Project Management, Event Management, Marketing, Lotus Notes, Microsoft Excel, Advertising
Education
Ashford University 2008 — 2011
Organizational Management
University of Wisconsin-Madison 1992 — 1993
BMO Private Banking June 2015 - Present
Northern Trust Corporation February 2004 - May 2015
Heritage Financial Services December 2002 - February 2004
DWS Investments January 2001 - December 2002
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth Management..., FINRA, Analysis, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Equities, Series 7, Investment Advisory, Portfolio Management, High Net Worth...
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.)
DePaul University
Financial Planning Certificate
Centennial High School - Utica, NE 1992 — 1995
High School
Euromonitor International April 2013 - Present
Euromonitor International August 2010 - April 2013
Bureau van Dijk November 2007 - August 2010
DWS Investments August 2005 - October 2007
DWS Scudder/Deutsche Bank August 2004 - August 2005
Merrill Lynch 2003 - 2004
Skills
Lead Generation, Market Research, Marketing Research, Business Development, Market Analysis, Solution Selling, New Business Development, Team Building, Leadership, Sales, Analytics, Financial Services, Sales Management, Strategy, Sales Operations, Competitive Intelligence, Competitive Analysis, Forecasting
Education
Lewis University 2000 — 2004
BS, Marketing
Aequitas Capital Partners October 2014 - Present
TA Capital, LLC November 2013 - October 2014
Washington Wealth Management July 2011 - June 2013
Wells Fargo Advisors, LLC December 2005 - July 2011
•Wells Fargo Advisors, LLC December 2005 - July 2011
Wells Fargo Advisors December 2005 - July 2011
DWS Investments June 2004 - December 2005
2004-2005 June 2004 - December 2005
PLANCO April 2002 - June 2004
The Hartford April 2002 - June 2004
Skills
Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Business Development, Estate Planning, Finance, Investments, Asset Managment, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Leadership, Management, Retirement Planning, Securities
Education
University of Richmond 1993 — 1994
MA, Sports Management
University of Richmond 1993 — 1994
MA, Sports Management
St. Lawrence University 1981 — 1985
BS, Psychology
St. Lawrence University 1981 — 1985
BA, Psychology/Finance
Woodberry Forest School
High School diploma
Zacks Investment Management August 2013 - Present
Deutsche Bank Asset Management (DWS Investments) October 2010 - June 2013
DWS Investments October 2010 - June 2013
Raymond James Financial Inc. June 2009 - October 2010
Merrill Lynch June 2006 - February 2009
Jaguar Land Rover February 2005 - June 2006
Skills
Strategic Territory..., Product Development, Power Distribution, Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Asset Managment, Wealth Management, Financial Advisory, Investment Advisory, Banking, Series 63, Bonds, Series 7, Series 6, Portfolio Management, Fixed Income, Strategic Financial..., Investment Strategies, 401k, Alternative Investments, Finance, ETFs, Securities, Insurance, Equities, Structured Products, Retirement, FINRA, Hedge Funds, Financial Services, Separately Managed..., Fixed Annuities, Investment Management, Mortgage Lending, Relationship Management, Financial Markets, Capital Markets, Bloomberg, Credit, Trading, Options, Life Insurance, Investment Banking, Estate Planning, Wealth, Financial Analysis
Education
Deutsche Bank 2011 — 2013
External Wholesaler Training Program (RVP Training), External Sales
ETF Index Universe 2013 — 2013
ETF - Construction - Sales
Joliet Junior College 2002 — 2004
N/A, Marketing/Finance
Minooka 1999 — 2002
General Education, Marketing
Liechtensteinische Landesbank (Österreich) AG August 2009 - Present
DWS Investments October 2007 - July 2009
Deutsche Bank September 2006 - September 2007
BNP Paribas October 2005 - August 2006
Education
Leopold-Franzens Universität Innsbruck 2000 — 2005
Mag., Internationale Wirtschaftswissenschaften
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Landmark Investment Center October 2014 - Present
Cetera Advisor Network. Legacy Advisor Network Ltd. September 2012 - October 2014
Putnam Investments August 1995 - September 2012
Putnam Investments January 1998 - January 2002
Putnam Hartford Capital Manager of Variable Annuities August 1995 - January 1998
Invesco US June 1992 - August 1995
DWS Investments June 1989 - June 1992
Skills
Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 7, Financial Services, Securities, 401k, Asset Allocation, Wealth Management, Series 24, Series 65, Series 63
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
CIMA, Finance
College of Financial Planning 2006 — 2006
CRPS, Chartered Retirement Plan Specialist
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance/Marketing
Iowa State University 1987 — 1989
Bachelor, Business Administration; Finance
Barrington High School
Chicago Bears June 2015 - Present
Northwestern University Football February 2015 - June 2015
Northwestern University Football April 2013 - February 2015
Northwestern University Football February 2011 - April 2013
DWS Investments February 2008 - January 2011
Smith Barney October 2006 - January 2008
Skills
Series 7, Series 63, Excel, Coaching, Mutual Funds, Investments, Insurance, Financial Analysis, Asset Allocation, Alternative Investments, Wealth Management, Securities, Credit, Series 65, Series 6, Strategic Financial..., 401k, Marketing, Sales, Investment Strategies, Public Speaking, Leadership, Management, Microsoft Excel, Strategic Planning
Education
Northwestern University 2013 — 2014
Master of Arts (MA), Liberal Studies
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA
University of Michigan 2003 — 2006
BS, Sports Management
J.P. Morgan December 2014 - Present
Allianz Global Investors December 2010 - November 2014
Allianz Global Investors April 2000 - December 2010
DWS Investments June 1997 - April 2000
Kemper Funds 1995 - 1997
United States Air Force 1984 - 1989
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Separately Managed..., Portfolio Management
Education
North Dakota State University 1987 — 1990
BA, Business Administration and Management, General
Purdue University 1981 — 1983
EE
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
SageView Advisory Group February 2011 - June 2015
Morgan Stanley Smith Barney May 2010 - February 2011
DWS Investments December 2003 - June 2010
Union Beverage Company October 1996 - October 2002
Education
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
Virtus Investment Partners December 2012 - Present
DWS Investments August 2006 - November 2012
Federated Investors February 1998 - August 2006
Skills
Series 7, Alternative Investments, Series 63, chartered mutual fund..., Financial Advisory, Separately Managed..., Wealth Management
Education
Securities Industry Institute at Wharton 2004 — 2006
Indiana University Bloomington 1992 — 1996
Bachelor's degree, English and Secondary Education
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
DWS Investments January 2008 - Present
DWS Investments March 2006 - December 2007
DWS Investments November 2004 - March 2006
DWS Investments May 2003 - November 2004
Skills
FINRA Series 6, 63 & 7..., Asset Allocation, Mutual Funds, Series 7, Series 24, Capital Markets, Investment Strategies, Alternative Investments, Securities, Portfolio Management, Strategic Financial..., Investments, Hedge Funds, Wealth Management, Business Relationship..., ETFs, Financial Services, Series 6, Series 63, Fixed Income, Asset Management, Salesforce.com, Investment Management
Education
I.E.S. Vienna, Austria
University of Minnesota-Twin Cities
Deutsche Asset & Wealth Management December 2009 - Present
Welton Street Investments November 2008 - December 2009
DWS Investments July 1998 - November 2008
Liberty Financial Investments January 1992 - July 1998
Skills
Mutual Funds, Currency, Alternative Investments, CAIA, Bonds, ETFs, Pensions, Investments, 401k, Financial Advisory, Series 7
Education
University of Massachusetts, Amherst 1981 — 1984
B.A., Economics
Hydrology October 2011 - June 2013
DWS Investments July 2010 - September 2011
Van Kampen Investments July 2006 - June 2010
The Chase Manhattan Bank July 2005 - July 2006
Skills
Asset Managment, Investments
Education
Michigan State University 1999 — 2003
Bachelor of Science, Dietetics and Clinical Nutrition Services
UBS Global Asset Management September 2014 - Present
J.P. Morgan March 2013 - September 2014
Aurora Investment Management August 2011 - February 2013
DWS Investments January 2011 - August 2011
Deutsche Bank/DWS Investments January 2007 - January 2011
Deutsche Bank/DWS Investments March 2003 - December 2007
Deutsche Bank/DWS Investments March 2003 - January 2004
Accurint 2001 - 2003
Skills
Investments, Capital Markets, Insurance, Business Development, Marketing, Alternative Investments, Client Development, Consultative Style, Sales Management, Mutual Funds, Limited Partnerships, Series 7, Series 63, Series 6, Qualified Retirement..., Retirement, Asset Management, Relationship Management, Variable Annuities, Fund Of Funds, Retirement Planning, Hedge Funds, 401k, Financial Services, Securities, Asset Allocation, Defined Contribution, Pensions, Financial Markets, Finance, Fixed Annuities, Investment Management, Separately Managed..., Financial Advisory, ETFs, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
Georgetown University 1997 — 2001
BA
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Janus Capital Group March 2015 - Present
DWS Investments January 1997 - Present
Deutsche Bank November 2000 - October 2011
Scudder Investments 1999 - 2001
Skills
Sales Support, Sales Skills Training, Improvisation, Asset Management, Consultative Selling, Investments, Series 7, Public Speaking, Mutual Funds, Retirement, Customer Relations, Coaching, Team Building, Mentoring, Problem Solving, Asset Allocation, Series 63, Series 6, Team Leadership, Fundraising, Securities, Event Management, Annuities, Asset Managment, Alternative Investments, Fixed Annuities, Customer Service, Separately Managed..., 401k, ETFs, Investment Strategies, Wealth Management, Fixed Income, Equities, Investment Advisory, Series 24, Sales Operations, CRM, Hedge Funds, Financial Services, FINRA, Portfolio Management, Uniform Combined State..., Series 65, Bonds, Investment Management, Options, Bloomberg, Strategic Financial..., Relationship Management
Education
Dominican University 2006 — 2008
MBA, Finance
University of Illinois at Chicago 1994 — 1996
Bachelors Degree, Theater
Wells Fargo Advisors, LLC March 2005 — Present
Credit Suisse First Boston January 2000 — February 2002
DWS Investments July 1996 — October 1999
Skills
Retirement Planning, Financial Analysis, Investments, Asset Allocation, IRAs
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Finance
Dunlap High School 1988 — 1992
General education
Equinox April 2012 - Present
My Book January 2012 - Present
Personal Consulting Services (formerly Procella Partners) September 2009 - Present
Beloved Yoga April 2013 - August 2015
WAVE Equity Partners June 2007 - March 2009
Landmark Partners March 2002 - September 2008
Spencer Partners October 2001 - March 2002
PricewaterhouseCoopers/Wheelhouse July 1999 - April 2001
DWS Investments July 1998 - December 1998
Skills
Global Business..., Marketing Communications, Investor Relations, Venture Capital, Private Equity, Investments, Entrepreneur, Renewable Energy, Entrepreneurship, Business Planning, Alternative Investments, Valuation, Financial Modeling, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Finance, Equities, Yoga, Finance, Financial Services, Management, Mutual Funds, Corporate Development, Strategy, Leadership, International Business, Investment Strategies, Asset Management, Consulting
Education
Beloved Yoga 2011 — 2012
500 hr Yoga Teacher Training
Rolf Gates 2010 — 2011
200 hr Vinyasa Teacher Training
University of South Carolina - Darla Moore School of Business 1997 — 1999
IMBA
Penn State University 1989 — 1993
BS
Calamos Investments March 2013 - Present
Calamos Investments June 2010 - March 2013
Calamos Investments December 2009 - May 2010
DWS Investments December 2003 - December 2008
Skills
National Accounts, Mutual Funds, Separately Managed..., Series 63, Series 7, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign 1992 — 1996
BA
William Blair and Company April 2011 - Present
William Blair and Company April 2007 - July 2011
LaSalle Financial Services January 2006 - April 2007
DWS Investments January 2005 - January 2006
Skills
Series 7, Series 63, Series 6, Chartered Retirement..., Chartered Retirement..., Investments, Retirement Planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Management
DWS Investments 2006 - Present
DWS Investments 2006 - 2010
Education
University of Illinois at Chicago 2000 — 2005
Catalyst Funds 2014 - Present
AXA Advisors, LLC 2010 - 2012
American Funds Distributors, Inc 2005 - 2009
Allstate 2004 - 2005
The Hartford 2002 - 2004
Wachovia Securities 1999 - 2002
Van Kampen Investments 1997 - 1999
DWS Investments 1994 - 1997
Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation
Education
The College of William and Mary - The Mason School of Business
MBA
University of Dayton
BA, Communications
Deutsche Bank March 2014 - Present
Deutsche Bank January 2013 - March 2014
DWS Investments September 2007 - December 2012
Ameriprise Financial 2006 - 2007
Skills
Series 7, Series 63, Wealth Management, Asset Management, Finance, Mutual Funds, Alternative Investments, ETFs, Series 6, Investments, Investment Advisory, Asset Allocation, Fixed Income, Investment Strategies, Portfolio Management, Equities
Education
Purdue University 2001 — 2005
Financial Counseling and Planning, Financial Planning and Services
Brookfield Investment Management September 2013 - Present
Calamos Investments January 2011 - September 2013
DWS Investments June 1999 - May 2010
Skills
Fixed Income, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Morningstar, Asset Allocation, Series 7, Retirement Planning, Relationship Management, Investments, Structured Products, Strategy, Banking, Account Management, Series 6, Investment Advisory, Wealth Management, Investment Management
Education
University of Michigan 1995 — 1999
BA, Political Science, Biology
SunEdison July 2014 - Present
SunEdison March 2012 - April 2015
MEMC Electronic Materials July 2009 - March 2012
Dow Chemical April 2005 - June 2009
Dow Chemical July 2002 - May 2005
Duff & Phelps Credit Rating Co. 1997 - 2000
DWS Investments 1995 - 1997
Skills
Capital Markets, Credit Risk, Cash Flow Forecasting, Corporate Treasury, Credit, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, with Distinction, Finance & Accounting
Middlebury College 1991 — 1995
BA, Economics
East Grand Rapids HS 1987 — 1991
Aston Asset Management November 2004 - Present
DWS Investments January 2000 - February 2003
Citicorp Investment Services 1998 - 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Managment, Investments, Investment Advisory, Wealth Management, Alternative Investments, Business Development, Investment Strategies
Education
Manchester College
Bachelor of Science
Janus Capital Management August 2009 - Present
Rotary International July 2008 - June 2009
DWS Investments 2003 - 2008
DWS Scudder January 1998 - November 2003
Ariel Capital Management January 1997 - January 1999
Morningstar September 1993 - November 1996
Peace Corps 1987 - 1989
Education
Miami University 1989 — 1991
MA, Creative Writing
University of Illinois at Urbana-Champaign 1980 — 1987
BA, Rhetoric
Deutsche Bank October 2007 - Present
DWS Investments January 2005 - October 2007
First Investors Financial Services September 2001 - May 2002
Skills
Presentation Development, Business Process..., Improvisation, Sales Presentations, Military History, CRM software, Business Analysis, Business Strategy, Wholesale Sales, Software Project..., SaaS, Mobile Solutions, Social Networking, Collaboration Solutions, Collaborative, Carpentry, Workflow Design, Workflow Analysis, Innovation, Social Innovation, Technological Innovation, Global Operations, Salesforce.com, Siebel, Collaboration Tools, Business Communications, Executive Communications, Series 7, Series 63, Communication Training, CRM, Business Relationship..., Relationship Management, Asset Management, Sales, Alternative Investments, Asset Allocation, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Columbia College Chicago 1998 — 2001
BA, Design and Applied Arts
First Trust Portfolios L.P. September 2002 - Present
DWS Investments September 1996 - August 2002
Skills
Investment Strategies, Investment Advisory, Business Development, Business Analysis, Money Management, Business Networking, Sales, Marketing, People-oriented, Social Skills, Entertainment Management, Social Networking, Coaching, Fitness, Leisure Travel
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Marketing & Business Strategy, Graduate Degree
University of Arizona 1992 — 1996
Bachelor of Science, Biology, College Degree
Corey Media Group November 2012 - July 2015
Baldwin/Clancy/Rogan Advertising September 2009 - November 2012
DWS Investments June 2006 - September 2009
CitiStreet LLC April 2004 - June 2006
Putnam Investments September 1998 - April 2004
Skills
Marketing, Account Management, Strategy, Facebook, Advertising, Copywriting, Marketing Communications, Budgets, Strategic Communications, Social Media Marketing, Marketing Strategy, Salesforce.com, Strategic Planning, Social Media, Management
Education
Simmons College 2004 — 2008
Master's degree, Communications Management, Magna cum laude
Bates College 1993 — 1997
Bachelor of Arts (B.A.), Spanish, Cum laude
JP Morgan Asset Management January 2011 - Present
JP Morgan Asset Management January 2000 - December 2010
DWS Investments January 1999 - December 1999
Bank of America January 1992 - December 1998
Education
Massachusetts College of Liberal Arts 1986 — 1990
Destra Capital December 2011 - Present
DWS Investments September 2004 - November 2011
UBS March 1999 - September 2004
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Finance
Consultant August 2015 - Present
Municipal Market Advisors May 2012 - July 2015
DWS Investments June 2010 - May 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments October 2000 - July 2008
T. Rowe Price November 1997 - October 2000
District of Columbia Public Schools January 1997 - November 1997
KPMG Peat Marwick, LLP June 1995 - January 1997
Saint Albans School January 1991 - January 1994
Mary Institute and St. Louis Country Day School (MICDS) September 1987 - June 1991
Skills
Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1994 — 1995
Master of Public Administration (MPA), Accounting and Finance
College of the Holy Cross 1983 — 1987
B.S.
Baron Capital June 2011 - Present
Calamos Investments December 2005 - May 2011
Calamos Investments December 2004 - December 2005
Calamos Investments November 2003 - December 2004
Calamos Investments December 2002 - November 2003
DWS Investments March 2002 - December 2002
Valhalla Group January 2001 - November 2001
Moore Capital Management May 2000 - September 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Morningstar, Financial Services, Portfolio Management, Equities, Client Aquisition, Separately Managed..., Separate Accounts, Business Development, Series 6, Series 63, Asset Allocation, Asset Management, Fixed Income, Wealth Management, Hedge Funds, Investment Advisory
Education
Northern Illinois University - College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Monmouth University 1996 — 2000
Bachelor of Science (BS), Finance & Economics
Goldman Sachs June 2012 - Present
Daddy Provides August 2014 - Present
Deutsche Asset Management February 1992 - June 2012
DWS Investments 1992 - June 2012
Northwestern Mutual Life May 1989 - November 1991
Skills
Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Financial Services
Education
Purdue University 1985 — 1989
Bachelor of Science, Financial Planning and Services
MBM Advisors March 2013 - Present
DWS Investments January 2012 - December 2012
DWS Investments February 2008 - January 2012
DWS Investments June 2005 - February 2008
DWS Investments December 2002 - June 2005
River Forest Country Club March 1994 - August 2002
LaSalle Bank June 2001 - August 2001
Skills
Mutual Funds, Series 6, Retirement, Asset Managment, Investments, Retirement Planning, Series 63, Monsters, Wealth Management, Alternative Investments, Asset Management, Violence Against Women, Ballet, Classical Ballet, Series 7, Variable Annuities, Rain Gardens, Asset Allocation, Portfolio Management, Dog Bites, Horse Care, 401k, Puzzles, Makeup Artistry, Puppetry, Sunscreens, Financial Advisory
Education
University of Mississippi 1998 — 2002
B.A., Banking and Finance
Addison Trail High School 1994 — 1998
DWS Investments December 2006 - Present
Education
Monmouth University 1982 — 1984
MBA, International Economics
PTS Asset Management January 1999 - Present
Prudential Financial September 1999 - November 2001
DWS Investments October 1992 - September 1999
Education
Roger Williams University
Retired February 2015 - Present
DWS Investments January 2005 - February 2015
FCCI October 2000 - December 2004
Kemper Financial Services 1981 - 1997
Skills
Vendor Management, Mutual Funds, Process Improvement, Portfolio Management, Investments, Series 7, Asset Management, Financial Services
Education
DePaul University 1984 — 1986
MBA, Finance
University of North Carolina at Chapel Hill 1968 — 1972
Zoology
ADP Retirement Services February 2013 - Present
DWS Investments September 2005 - December 2012
Saleslink September 2003 - September 2005
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Asset Management, Investments, Equities, Alternative Investments, Series 26, Relationship Management, Retirement, 401k, Series 6, FINRA, Investment Advisory, Fixed Income
Education
Stonehill College 1991 — 1995
BA
Boston College High School 1987 — 1991
Victory Capital May 2008 - Present
DWS Investments September 2002 - May 2008
Columbia Management June 1997 - September 2002
Putnam Investments January 1991 - June 1997
Skills
Equities, Investments, Bloomberg, ETFs, Retirement Planning, Alternative Investments, Investment Strategies, Wealth Management, Investment Management, Retirement, Separately Managed..., 401k, Financial Advisory, Institutional, Securities, Relationship Management
Education
Northeastern University 1994 — 2002
BSBA, Finance
State Farm Insurance August 2011 - Present
State Farm Insurance February 2009 - August 2011
Claymore Securities February 2008 - November 2008
DWS Investments January 2004 - January 2008
MFS Investment Management January 1996 - December 2003
Education
Ohio University 1988 — 1992
BSC, Interpersonal Communication
Adler Branding & Marketing Services November 2013 - Present
Thinkwell, Inc. 2011 - 2013
Dix Hills Partners, LLC 2009 - 2011
DWS Investments 2007 - 2009
Dreyfus 2004 - 2007
UBS Global Asset Management 1994 - 2002
Skills
Mutual Funds, Investments, Alternative Investments, Business Development, Financial Services, Asset Management, Marketing, Finance, Marketing Communications, Investment Strategies, Sales, Financial Advisory, Asset Allocation, Retirement, Financial Planning
Education
Fairfield University
BS, Finance
DST Retirement Solutions June 2015 - Present
Booz Allen Hamilton July 2014 - June 2015
DST Technologies January 2013 - July 2014
DST Systems October 2006 - January 2013
DST Systems 2004 - 2006
DWS Investments 2002 - 2004
Van Kampen Investments 1996 - 2002
Scudder Investments 1988 - 2002
DST Systems 1985 - 1988
Skills
Fileaid, JCL, CICS, DB2, TSO, Mainframe, SPUFI, SQL, Balsamiq, Microsoft Project, Microsoft Office, Open Workbench, Clarity, Document Lifecycle..., Project Management, Microsoft Visio, Metastorm ProVision, AWD, Atlassian JIRA, Agile Methodologies, Agile Project Management, Agile Testing, Software Project..., Visio, Testing, Wireframes, User Acceptance Testing, SharePoint, Software Documentation, Business Analysis, Analysis, MS Project, Requirements Gathering, Systems Analysis, Disaster Recovery, Lotus Notes, Business Requirements, Metastorm, Requirements Analysis, Business Process, Database Design, IBM Mainframe, Technical Support, Databases, Workflow, Process Improvement, SDLC, Software Development
Education
Park University 2012 — 2017
Bachelors of Science, Business Administration and Management, General, 3.5
Maple Woods Community College
Associate of Arts (AA), General Studies
Allianz Global Investors September 2007 - Present
Dreyfus February 2000 - September 2007
DWS Investments 1997 - 2000
Kemper Corporation 1994 - 1997
Skills
Content Strategy, Integrated Marketing, Advertising, Marketing Communications, Mutual Funds, Editing, Marketing, Social Media, Editorial, Asset Management, Investments, Digital Marketing, Social Media Marketing, Email Marketing, Management, Strategy
Education
New School University 1989 — 1993
BA, English
Legg Mason November 2011 - Present
Deutsche Bank June 1997 - November 2011
DWS Investments June 1997 - November 2011
Skills
Retirement, Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Series 6, Defined Benefit, Alternative Investments, Sales, Insurance, Retirement Plan..., Qualified Retirement..., Defined Contribution, Business Relationship..., Relationship Management, Sales Management, Business Development, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business
Finance
J.P. Morgan Asset Management February 2010 - Present
DWS Investments June 2004 - January 2010
Putnam Investments August 1991 - May 2004
Education
Duke University 1987 — 1991
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Morningstar Associates, LLC March 2008 - Present
DWS Investments June 2003 - March 2008
Charles Schwab 1996 - 2003
Education
International Foundation of Employee Benefits 1992 — 2002
CEBS, Employee Benefits
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance, Finance
Deutsche Asset Management August 2014 - Present
Heitman 2013 - 2014
RREEF 2011 - 2013
RREEF 2007 - 2011
Deutsche Asset Management 2005 - 2007
DWS Investments 2001 - 2005
Education
University of Chicago Graduate School of Business 2005 — 2007
Master of Business Administration (MBA), Finance and Economics
University of Arizona 1996 — 2000
Bachelor of Science (BS), Finance, General
DWS Investments July 2004 - Present
Prudential Securities 1997 - 2003
Skills
Lotus Notes, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Everywear Activewear June 2012 - Present
Bikram Yoga Chelmsford September 2011 - Present
eNorm January 2002 - Present
Bikram Yoga Nashua October 2008 - November 2012
Standard & Poor's Financial Communications September 1998 - April 2001
DWS Investments May 1983 - August 1998
Skills
Management, Marketing, Strategy, Social Media, Public Speaking, Sales, Investments, Event Planning, Coaching, Leadership, Yoga, Marketing Communications, Marketing Strategy, Creative Direction, Product Development, Fitness, Microsoft Office, Strategic Planning, Financial Services, Customer Service, Social Media Marketing, Teaching, Wellness
Education
Merrimack College 1978 — 1982
Bachelor of Science (BS), History/Political Science
Imaging Sciences International, Inc. November 2012 - Present
PreXion, Inc October 2010 - November 2012
AMD Lasers, LLC April 2009 - October 2010
DeGrazia Development 2006 - 2009
Alliance Bernstien 2005 - 2006
DWS Investments 1998 - 2005
Scudder Investments 1997 - 1998
Scudder Investments 1995 - 1997
Skills
Dental, Sales, Sales Management, Direct Sales, Capital Equipment, Dental Equipment, Digital Imaging
Education
Northern Illinois University 1991 — 1995
Bachelor of Science, Finance
MassMutual Financial Group January 2014 - Present
DWS Investments November 2010 - February 2014
DWS Investments 2007 - 2008
John Hancock 2003 - 2007
Scudder Investments 2002 - 2003
Hill Holliday Advertising 2001 - 2001
Mellon Financial 1999 - 2001
Skills
Series 6, Series 63, Mutual Funds, Marketing Communications, Series 7, 401k, Project Management
Education
Everett High School
Northeastern University
Bachelors, Business Administration and Management, General
Self-employed photographer 2010 - Present
Deutsche Bank May 2007 - June 2010
DWS Investments May 2007 - April 2008
R&K Consulting August 2005 - April 2007
Skills
Internal Communications, English, Russian, Public Relations, Project Management, Marketing, Media Relations, Corporate Communications, Photography
Education
Novgorod State University named after Yaroslav-the-Wise (NovSU) 1999 — 2004
Specialist, English and Pedagogics
Morgan Stanley Wealth Management October 2013 - Present
DWS Investments October 1999 - October 2012
Winmill & Co. September 1998 - October 1999
Skills
Series 7, Financial Advisory, Retirement Planning, Series 6, Asset Managment, Investments, Mutual Funds, Series 63, Defined Contribution, Wealth Management, Asset Allocation, Asset Management, Investment Management, Securities
Education
Saint Lawrence University 1994 — 1998
BA, Sociology
Brunswick School 1988 — 1994
Doctors of Physical Therapy August 2015 - Present
Doctors of Physical Therapy March 2014 - August 2015
ATI Physical Therapy October 2011 - February 2014
Robert Half International December 2010 - July 2011
DWS Investments February 2010 - August 2010
sanofi-aventis December 2004 - March 2009
Lanier Worldwide October 2003 - November 2004
Skills
Account Management, Business Development, Healthcare, Medical Devices, New Business Development, Product Launch, Recruiting, Sales, Sales Management, Team Building, Strategic Planning, Sales Operations, Marketing, Marketing Strategy, Building Relationships, Social Media Marketing, Process Improvement, Finance, Social Media, Orthopedic, Sales Force Development, Selling, Cold Calling, Sales Presentations, Negotiation, Lead Generation, Business Planning, Market Research, Social Networking, B2B, Selling Skills
Education
Indiana University - Kelley School of Business 1999 — 2003
B.A., Business, Management, Marketing, and Related Support Services
DePauw University
Zionsville
TransAmerica August 2009 - December 2010
DWS Investments March 2006 - December 2009
Columbia Funds 2004 - 2006
MFS Investment Management November 1999 - September 2004
Education
Auburn University 1988 — 1991
Finance, Finance and Accounting
Bellissima Opera September 2010 - Present
Epsilon March 2015 - Present
Melinda Holm & Associates (MHA) January 2011 - February 2015
FrontLine Compliance, LLC September 2010 - December 2011
DWS Investments 1999 - 2009
Consulting Services 1993 - 2008
Scudder Kemper Investments (now DWS Investments) 1995 - 1997
American Marketing Association 1982 - 1993
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1992
MBA, Marketing
University of Illinois at Urbana-Champaign
BFA, Theater
Millennium Partners October 2012 - Present
Morgan Stanley 2010 - 2010
DWS Investments June 2008 - August 2008
Skills
Asset Management, Trading, Due Diligence, Risk Management, Economics, Options, Business Valuation, Private Equity, Analysis, Strategic Planning, Strategy, Access, Management, Analytics, Financial Markets, Financial Reporting, Fixed Income, Capital Markets, Data Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
ADP August 2014 - Present
ADP February 2014 - Present
ADP February 1998 - February 2014
DWS Investments February 1998 - June 2002
Nashua Federal Savings Bank (NSF) October 1992 - February 1996
Skills
Process Improvement, Team Building, Project Planning, Customer Service, Marketing, Microsoft Office, Inventory Management, Budgets, Project Management, Customer Relations, Operations Management, Vendor Management, Logistics Management, Problem Solving, Email Marketing, Training, Cost Control, Adobe Acrobat, Collaboration Tools, Marketing Communications, Time Management, Organizational..., Leadership, Management, Quality Assurance
Education
Madison University 2003 — 2005
BA
Bentley University 2000 — 2002
Understanding Financial Services Certificate
Mount Washington College 1998 — 2000
AS
Crown Mortgage Company September 2010 - April 2012
DST Systems April 1991 - July 2009
DWS Investments 1991 - 2003
Kemper Servce Company 1991 - 2003
Continental Illinois Corporation 1971 - 1991
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1969 — 1971
MBA, Finance
Purdue University - Krannert School of Management 1965 — 1969
BSIM, Industrial Management
DWS Investments June 2002 - Present
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Business Administration, Marketing
Grant Park Funds / Dearborn Capital Management, LLC 2011 - Present
MetLife Annuities 2008 - 2010
ING Annuities 2007 - 2008
DWS Investments 1999 - 2007
Merrill Lynch 1998 - 1999
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Series 63, Variable Annuities, Retirement Planning, Public Speaking, Hedge Funds, Asset Managment, CMFC, Territory Management, Business Development, Managed Futures, Structured Products, Commodity, Income Distribution, Wealth Management, IRAs, Series 31
Education
Michigan State University 1995 — 1999
Bachelors, Finance
Deutsche Asset & Wealth Management January 2013 - Present
DWS Investments May 2012 - December 2012
DWS Investments / Deutsche Bank March 2010 - May 2012
DWS Investments March 2007 - March 2010
SPS 2004 - 2007
Skills
Mutual Funds, Series 63, Series 7, Series 24, Financial Advisory
Education
Miami University 2000 — 2004
Finance
Federal Reserve Board September 2014 - Present
Export-Import Bank of the United States September 2009 - September 2014
William Davidson Institute July 2008 - August 2008
dmc digital media center GmbH June 2007 - August 2007
Deutsche Bank July 2004 - June 2007
DWS Investments October 2002 - June 2004
Skills
Policy, Policy Analysis, Public Policy, Research, Economics, International Trade, Commodity Markets, Writing, Written & Oral..., Data Analysis
Education
University of Michigan 2006 — 2008
Master of Public Policy
Smith College 1997 — 2001
BA, Economics
JPMorganChase February 2011 - Present
JPMorgan Chase April 2010 - January 2011
JPMorgan Chase July 2008 - March 2010
JPMorgan Chase November 2006 - June 2008
DWS Investments July 2000 - March 2006
Skills
Fluent in Greek, Banking, Investments, Commercial Banking, Loans, Financial Services, Portfolio Management, Credit, Wealth Management, Mutual Funds, Small Business Lending, Commercial Lending, Securities, Consumer Lending, Credit Analysis
Education
Knox College 1995 — 1999
Bachelor's Degree, Philosophy
DWS Investments February 2008 - Present
Ameriprise Financial Services, Inc. June 2006 - January 2008
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
John Hancock Financial Services September 2003 - December 2005
US Bancorp Asset Management July 2001 - August 2003
DWS Investments October 2000 - June 2001
Thrivent Financial January 1995 - September 2000
Education
University of Nebraska-Lincoln
Bachelor's Degree, Mathematics
The Art Institute of California-San Diego
Associate's Degree, Graphic Design
Budget Golf March 2014 - July 2014
Golftopia June 2012 - March 2014
DWS Investments 1995 - 2011
Skills
Marketing Communications, Investments, Series 7, Marketing Strategy, Alternative Investments, Asset Allocation, Budgets, Sales Management, Asset Management, Mutual Funds, Series 63, Retirement, Retirement Planning, Investment Management, 401k
Education
Governors State University
Moraine Valley Community College
Natixis Global Asset Management June 2010 - September 2013
Independent Contractor January 2008 - May 2010
DWS Investments June 2006 - April 2007
Colonial Wholesale Beverage May 2004 - October 2006
Bank of America March 2005 - June 2006
Bank of America August 2003 - March 2005
Education
University of Massachusetts Dartmouth 2003 — 2004
Bachelor of Arts (BA), Marketing
Bristol Community College 2002 — 2003
Associate's degree, Business, Management, Marketing, and Related Support Services
Johnson and Wales University 2001 — 2001
Apparel and Textile Marketing Management
Karsh Hagan October 2014 - February 2015
Janus Capital Group August 2009 - April 2014
DWS Investments May 2003 - June 2008
DWS Investments May 1998 - May 2003
Ariel Investments January 1997 - May 1998
Morningstar September 1993 - December 1996
Truman College August 1993 - June 1994
Dillard University August 1992 - June 1993
Southern University of New Orleans (SUNO) August 1992 - June 1993
Miami University August 1991 - August 1992
Skills
Marketing Communications, Project Management, Creative Writer, Business Process..., Strategic Planning, Team Management, Team Leadership, Relationship Management, Mutual Funds, Department Coordination, Creative Writing, Social Media, Management, Asset Management, Strategy, Analysis
Education
Miami University 1989 — 1991
Master of Arts (M.A.), Creative Writing
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies