DWS Investments

Industry: Asset management company

Description

Headquarters: Germany Founded: August 1956 Subsidiaries: Deutsche Asset Management (International) Ltd., Deutsche Asset Management (Asia) Limited

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DWS Investments Employees

Employee
Years
Job
Industry
Sharon Mossman Sharon Mossman Kansas City, Missouri Area Details
Sharon Mossman's DWS Investments Experience May 2004 - January 2006
Job Head of Strategic Accounts at RidgeWorth Investments
Industry Financial Services
Experience
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

Marius Herrmann, MBA Marius Herrmann, MBA Pueblo, Colorado Details
Marius Herrmann, MBA's DWS Investments Experience August 2011 - February 2012
Job Student, Johannes GutenbergUniversität Mainz
Industry
Experience
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)

Steve Stone MBA Steve Stone MBA Greater Chicago Area Details
Steve Stone MBA's DWS Investments Experience March 2002 - February 2005
Job Regional Sales Director at Kravitz, Inc.
Industry Insurance
Experience
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

Lauralee Settles, CFP® Lauralee Settles, CFP® Chicago, Illinois Details
Lauralee Settles, CFP®'s DWS Investments Experience September 2004 - July 2005
Job AVP, National Accounts at Nuveen Investments
Industry Financial Services
Experience
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

Dwight Jacobsen Dwight Jacobsen New York, New York Details
Dwight Jacobsen's DWS Investments Experience 2002 - 2006
Job Managing Director Lazard Asset Management
Industry Financial Services
Experience
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

Jason Lauderback, CIMA®, CFS® Jason Lauderback, CIMA®, CFS® Greater Chicago Area Details
Jason Lauderback, CIMA®, CFS®'s DWS Investments Experience June 2006 - December 2008
Job Associate Vice President National Account Manager at Calamos Investments
Industry Financial Services
Experience
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

Stephen Boudreau Stephen Boudreau Greater Boston Area Details
Stephen Boudreau's DWS Investments Experience July 2007 - January 2013
Job Retirement Plan Consultant at Marsh McLennan Agency
Industry Investment Management
Experience
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

Bijal Patel Bijal Patel San Francisco Bay Area Details
Bijal Patel's DWS Investments Experience August 1999 - October 2002
Job Partner and Cofounder at FGD FinanceFinancial Group Direct, LLC
Industry Management Consulting
Experience
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

Bill Hurt Bill Hurt Tampa, Florida Details
Bill Hurt's DWS Investments Experience April 2002 - October 2005
Job Business Development Executive at FlexShares ETFs / Northern Trust
Industry Financial Services
Experience
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

Chris Deacy Chris Deacy Greater Chicago Area Details
Chris Deacy's DWS Investments Experience January 2006 - February 2007
Job External Wholesaler
Industry Investment Management
Experience
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

Stephen DiMaio Stephen DiMaio Pembroke, Massachusetts Details
Stephen DiMaio's DWS Investments Experience January 2009 - December 2012
Job Senior Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Bilkan Erkmen Bilkan Erkmen Greater New York City Area Details
Bilkan Erkmen's DWS Investments Experience February 2009 - June 2009
Job Quantitative Analyst at Two Sigma
Industry Investment Management
Experience
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

Robb Allen Robb Allen Greater Detroit Area Details
Robb Allen's DWS Investments Experience September 2005 - March 2011
Job Vice President at Eaton Vance Investment Managers
Industry Financial Services
Experience
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

Carol Blunk Carol Blunk Greater Chicago Area Details
Carol Blunk's DWS Investments Experience February 1989 - January 2003
Job Client Relationships | Operations | Compliance | Legal Support
Industry Financial Services
Experience
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

Autumn Wolfer, MA Autumn Wolfer, MA Greater Chicago Area Details
Autumn Wolfer, MA's DWS Investments Experience April 2002 - May 2004
Job Director of Marketing and Membership at Financial Managers Society, Inc
Industry Nonprofit Organization Management
Experience
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

Kevin Walsh, CFA Kevin Walsh, CFA Chicago, Illinois Details
Kevin Walsh, CFA's DWS Investments Experience April 2006 - September 2010
Job Product Specialist Fixed Income at Deutsche Asset Management
Industry Investment Management
Experience
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

Carla Griffin Carla Griffin Charlotte, North Carolina Area Details
Carla Griffin's DWS Investments Experience February 2003 - March 2006
Job Water Island Capital Regional Vice President
Industry Financial Services
Experience
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

Michael Brozick Michael Brozick Greater Chicago Area Details
Michael Brozick's DWS Investments Experience 2003 - 2011
Job Trumpet Performer and Teacher. Client Service/Administrative Associate at Crampton Planning Partners
Industry Music
Experience
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

Ryan Pounders Ryan Pounders Glen Ellyn, Illinois Details
Ryan Pounders's DWS Investments Experience October 2000 - April 2009
Job Vice President Senior Specialist, Institutional Marketing at Northern Trust
Industry Financial Services
Experience
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

Steven E. Reed Steven E. Reed San Diego, California Details
Steven E. Reed's DWS Investments Experience 1995 - 2003
Job Exploring Opportunities
Industry Financial Services
Experience
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

Mary Barnes, CIMA Mary Barnes, CIMA Greater Chicago Area Details
Mary Barnes, CIMA's DWS Investments Experience March 2006 - March 2012
Job Vice President, Regional Consultant at State Street
Industry Financial Services
Experience
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

Joe Catanzarite, CFP® Joe Catanzarite, CFP® South Bend, Indiana Area Details
Joe Catanzarite, CFP®'s DWS Investments Experience January 2004 - January 2005
Job Financial Advisor at Catanzarite Financial Services
Industry Financial Services
Experience
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

Terry Cunningham Terry Cunningham Greater Philadelphia Area Details
Terry Cunningham's DWS Investments Experience November 2003 - January 2008
Job Managing Director at Ariane Capital Partners, LLC
Industry Investment Management
Experience
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

Naeem Khalid Naeem Khalid Greater New York City Area Details
Naeem Khalid's DWS Investments Experience 2001 - 2005
Job Global Head of Platform Servcies Pvt Bank at Standard Charterd Bank
Industry Investment Management
Experience
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

Niko Anders Niko Anders New York, New York Details
Niko Anders's DWS Investments Experience September 2010 - March 2012
Job Account Lead Operations
Industry Financial Services
Experience
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

Jeffrey C. Denny Jeffrey C. Denny Raleigh-Durham, North Carolina Area Details
Jeffrey C. Denny's DWS Investments Experience 2004 - 2007
Job Senior Regional Director / Vice President @ Neuberger Berman
Industry Financial Services
Experience
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 C. Scott Kwiat Greater Milwaukee Area Details
C. Scott Kwiat's DWS Investments Experience March 2004 - September 2006
Job Freelance Art Director
Industry Marketing and Advertising
Experience
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

Ann Cali Ann Cali Stamford, Connecticut Details
Ann Cali's DWS Investments Experience 2005 - 2006
Job Digital Strategy Leader at GE Asset Management
Industry Financial Services
Experience
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

Doug Wallace, CIMA Doug Wallace, CIMA Greater Denver Area Details
Doug Wallace, CIMA's DWS Investments Experience 2006 - 2008
Job VP Regional Sales Director, Envestnet | Placemark
Industry Investment Management
Experience
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

Robyn Krahn Robyn Krahn United States Details
Robyn Krahn's DWS Investments Experience July 2000 - April 2004
Job Financial Advisor/Financial Educator and Speaker
Industry Financial Services
Experience
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

Nathan Rasmussen, AIF® Nathan Rasmussen, AIF® Greater Boston Area Details
Nathan Rasmussen, AIF®'s DWS Investments Experience December 2005 - March 2012
Job Senior Retirement Plan Consultant at The Meltzer Group
Industry Financial Services
Experience
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

Andrew Bayliss Andrew Bayliss Greater Boston Area Details
Andrew Bayliss's DWS Investments Experience April 2006 - May 2012
Job Retirement Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
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

Ronald Ulrich Ronald Ulrich Greater Boston Area Details
Ronald Ulrich's DWS Investments Experience May 1997 - May 2003
Job Sr. Director, ERISA Compliance at ADP Retirement Services
Industry Financial Services
Experience
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

Maria Talan Maria Talan Greater Chicago Area Details
Maria Talan's DWS Investments Experience October 2000 - October 2002
Job Vice President of Sales at Morningstar
Industry Financial Services
Experience
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

Connor Hogan Connor Hogan Des Moines, Iowa Area Details
Connor Hogan's DWS Investments Experience 1993 - 1996
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
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

Sean Donohue, CAIA Sean Donohue, CAIA New York, New York Details
Sean Donohue, CAIA's DWS Investments Experience October 2007 - August 2009
Job Director of Marketing and IR at Kerrisdale Capital
Industry Investment Management
Experience
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

Don Foster, AIF Don Foster, AIF Bryn Mawr, Pennsylvania Details
Don Foster, AIF's DWS Investments Experience September 1998 - November 2006
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
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

Andrew Heckman Andrew Heckman Chicago, Illinois Details
Andrew Heckman's DWS Investments Experience February 1997 - February 2001
Job Marketing and sales communications
Industry Writing and Editing
Experience
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

Rhod Greenhalgh Rhod Greenhalgh Kansas City, Missouri Area Details
Rhod Greenhalgh's DWS Investments Experience May 2011 - September 2012
Job Delivery Executive at se2
Industry Information Technology and Services
Experience
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

Kenneth Froewiss Kenneth Froewiss Greater New York City Area Details
Kenneth Froewiss's DWS Investments Experience July 1997 - Present
Job Chairman Of The Board Of Directors at DWS Mutual Funds
Industry Financial Services
Experience
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

David Shimokawa David Shimokawa Omaha, Nebraska Details
David Shimokawa's DWS Investments Experience December 2010 - July 2012
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Sheila Javadi-Medina Sheila Javadi-Medina Greater Chicago Area Details
Sheila Javadi-Medina's DWS Investments Experience June 2005 - September 2007
Job Service Delivery & Training Consultant
Industry Financial Services
Experience
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

Ami Hindia, AIF®, CRPS®, C(k)P® Ami Hindia, AIF®, CRPS®, C(k)P® Greater Chicago Area Details
Ami Hindia, AIF®, CRPS®, C(k)P®'s DWS Investments Experience January 2000 - September 2004
Job Senior Vice President, Advisor Sold DCIO Market at Fidelity Investments
Industry Financial Services
Experience
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

Bill Sheehan Bill Sheehan Greater New York City Area Details
Bill Sheehan's DWS Investments Experience June 2008 - July 2010
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Charles H. Franckowiak Charles H. Franckowiak Greater Chicago Area Details
Charles H. Franckowiak's DWS Investments Experience October 1997 - January 2013
Job Bank of America Merrill Lynch Senior Relationship Manager
Industry Financial Services
Experience
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

Patrick Gaskin Patrick Gaskin Greater Chicago Area Details
Patrick Gaskin's DWS Investments Experience 2000 - September 2012
Job Vice President at Northern Trust
Industry Financial Services
Experience
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

Keyur Ajmera Keyur Ajmera Greater New York City Area Details
Keyur Ajmera's DWS Investments Experience November 2008 - October 2010
Job Enterprise operations and cloud architecture specialist
Industry Information Technology and Services
Experience
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

David Borman David Borman Greater Chicago Area Details
David Borman's DWS Investments Experience June 1999 - June 2000
Job Derivatives and Forex Products Marketing Associate at PhillipCapital
Industry Financial Services
Experience
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

Sean Recht Sean Recht Chicago, Illinois Details
Sean Recht's DWS Investments Experience 2004 - 2006
Job Senior Sales Executive and Business Development Leader
Industry Real Estate
Experience
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

Robin Wermuth Robin Wermuth Chicago, Illinois Details
Robin Wermuth's DWS Investments Experience November 2007 - January 2014
Job Office Manager at GridLiance
Industry Utilities
Experience
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

Benjamin Crowder Benjamin Crowder Chicago, Illinois Details
Benjamin Crowder's DWS Investments Experience January 2001 - December 2002
Job Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
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

Marek Slodyczka Marek Slodyczka Greater Chicago Area Details
Marek Slodyczka's DWS Investments Experience August 2005 - October 2007
Job Global Account Director at Euromonitor International
Industry Market Research
Experience
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

Whit Whitehouse Whit Whitehouse Greater Los Angeles Area Details
Whit Whitehouse's DWS Investments Experience June 2004 - December 2005
Job Regional Director Southwest Aequitas Capital Partners
Industry Financial Services
Experience
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

Richard Carr Richard Carr Manhattan Beach, California Details
Richard Carr's DWS Investments Experience October 2010 - June 2013
Job Regional Vice President at Zacks Investment Management (Southern California, Nevada & Hawaii)
Industry Investment Management
Experience
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

Andrea Reiter Andrea Reiter Austria area Details
Andrea Reiter's DWS Investments Experience October 2007 - July 2009
Job Senior Client Advisor (Director) bei Liechtensteinische Landesbank (Österreich) AG
Industry Banking
Experience
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

Colleen Koehler Colleen Koehler Greater Chicago Area Details
Colleen Koehler's DWS Investments Experience July 2000 - July 2002
Job Project Manager at Envestnet, Inc
Industry Investment Management
Experience
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

Scott Pulkrabek, CIMA®, CRPS® Scott Pulkrabek, CIMA®, CRPS® Madison, Wisconsin Area Details
Scott Pulkrabek, CIMA®, CRPS®'s DWS Investments Experience June 1989 - June 1992
Job Vice President at Landmark Credit Union
Industry Investment Management
Experience
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

Scott Hamel Scott Hamel Greater Chicago Area Details
Scott Hamel's DWS Investments Experience February 2008 - January 2011
Job Combine Scout at Chicago Bears
Industry Sports
Experience
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. Scott Rose J. Scott Rose Greater Minneapolis-St. Paul Area Details
J. Scott Rose's DWS Investments Experience June 1997 - April 2000
Job Vice President/Client Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
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

Paul Mahan Paul Mahan Greater Boston Area Details
Paul Mahan's DWS Investments Experience November 1989 - October 1999
Job SVP at Commonwealth Financial Network
Industry Financial Services
Experience
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

David Maine David Maine Greater Chicago Area Details
David Maine's DWS Investments Experience December 2003 - June 2010
Job Experienced qualified plan Relationship Manager searching for new opportunity
Industry Financial Services
Experience
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

Christopher Milliken Christopher Milliken Columbus, Ohio Area Details
Christopher Milliken's DWS Investments Experience August 2006 - November 2012
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
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

Bob Fix, CRPC Bob Fix, CRPC Portland, Oregon Area Details
Bob Fix, CRPC's DWS Investments Experience August 2004 - July 2012
Job Vice President of Sales at CNL Securities Corp.
Industry Investment Management
Experience
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

Sean Cisney Sean Cisney Greater Chicago Area Details
Sean Cisney's DWS Investments Experience January 2008 - Present
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Brian Tuttle Brian Tuttle Greater Boston Area Details
Brian Tuttle's DWS Investments Experience July 1998 - November 2008
Job Senior Regional Vice President, Deutsche Bank
Industry Financial Services
Experience
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

Molly Pusch Molly Pusch Chicago, Illinois Details
Molly Pusch's DWS Investments Experience July 2010 - September 2011
Job Sales Professional
Industry Design
Experience
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

Ned McNally Ned McNally Greater Chicago Area Details
Ned McNally's DWS Investments Experience January 2011 - August 2011
Job Director FIG National Sales Manager UBS Global Asset Management
Industry Financial Services
Experience
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

Anthony Camilleri, AAMS Anthony Camilleri, AAMS Greater New York City Area Details
Anthony Camilleri, AAMS's DWS Investments Experience June 2006 - June 2010
Job Regional Vice President at Capital Group
Industry Investment Management
Experience
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

Eric Magyar Eric Magyar Greater Chicago Area Details
Eric Magyar's DWS Investments Experience January 1997 - Present
Job Retirement Director at Janus Capital Group
Industry Investment Management
Experience
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

Tripp Chapman Tripp Chapman Elgin, IL Details
Tripp Chapman's DWS Investments Experience July 1996 — October 1999
Job PCG Branch Supervisor and Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Tarra Mitchell Tarra Mitchell Greater Boston Area Details
Tarra Mitchell's DWS Investments Experience July 1998 - December 1998
Job
Industry Venture Capital & Private Equity
Experience
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

Dan Tracy Dan Tracy Greater Chicago Area Details
Dan Tracy's DWS Investments Experience December 2003 - December 2008
Job VP, Head of National Accounts at Calamos Investments
Industry Financial Services
Experience
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

Rachel Heil Rachel Heil Greater Chicago Area Details
Rachel Heil's DWS Investments Experience January 2005 - January 2006
Job Operations Supervisor at William Blair and Company
Industry Financial Services
Experience
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

Ron Tazioli Ron Tazioli Minneapolis, Minnesota Details
Ron Tazioli's DWS Investments Experience 2006 - Present
Job Regional Vice President Wholesaler MN/WI
Industry Financial Services
Experience
DWS Investments   2006 - Present
DWS Investments   2006 - 2010

Education
University of Illinois at Chicago   2000 — 2005

Bill Besgen, Jr Bill Besgen, Jr Greater New York City Area Details
Bill Besgen, Jr's DWS Investments Experience 1994 - 1997
Job Product Specialist at Catalyst Funds
Industry Financial Services
Experience
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

Eric Momcilovich Eric Momcilovich Greater Chicago Area Details
Eric Momcilovich's DWS Investments Experience September 2007 - December 2012
Job ETF Investment Specialist at Deutsche Bank
Industry Financial Services
Experience
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

Lara Compton, CIMA® Lara Compton, CIMA® Chicago, Illinois Details
Lara Compton, CIMA®'s DWS Investments Experience June 1999 - May 2010
Job Vice President, Marketing and Client Service at Brookfield Investment Management
Industry Financial Services
Experience
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

R. Phelps Morris, CFA R. Phelps Morris, CFA Greater Detroit Area Details
R. Phelps Morris, CFA's DWS Investments Experience 1995 - 1997
Job Vice President, Investor Relations
Industry Renewables & Environment
Experience
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

Jeremy Groh Jeremy Groh Greater Chicago Area Details
Jeremy Groh's DWS Investments Experience January 2000 - February 2003
Job Managing Director, Business Development
Industry Financial Services
Experience
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

Kim Rebecca-Murray Kim Rebecca-Murray Greater Denver Area Details
Kim Rebecca-Murray's DWS Investments Experience 2003 - 2008
Job Performance Communications Manager at Janus Capital Group
Industry Financial Services
Experience
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

Victor Mahler Victor Mahler Greater Chicago Area Details
Victor Mahler's DWS Investments Experience January 2005 - October 2007
Job Lead Global CRM Business Analyst, Deutsche Bank
Industry Financial Services
Experience
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

David Pagano David Pagano Phoenix, Arizona Area Details
David Pagano's DWS Investments Experience September 1996 - August 2002
Job Regional VicePresident at First Trust Portfolios L.P.
Industry Financial Services
Experience
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

Jen Van Gelder Jen Van Gelder Greater Boston Area Details
Jen Van Gelder's DWS Investments Experience June 2006 - September 2009
Job Business Manager at Corey Media Group
Industry Marketing and Advertising
Experience
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

Michael F. Avis Michael F. Avis New York, New York Details
Michael F. Avis's DWS Investments Experience January 1999 - December 1999
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
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

Rosey Valencia, CIMA ® Rosey Valencia, CIMA ® Greater Chicago Area Details
Rosey Valencia, CIMA ®'s DWS Investments Experience September 2004 - November 2011
Job Sr Managing Director, Client Development at Destra Capital
Industry Financial Services
Experience
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

Bob Donahue Bob Donahue Greater Boston Area Details
Bob Donahue's DWS Investments Experience June 2010 - May 2012
Job Managing Director at Municipal Market Advisors
Industry Investment Management
Experience
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.

Brian McNamara, CFA Brian McNamara, CFA Greater Chicago Area Details
Brian McNamara, CFA's DWS Investments Experience March 2002 - December 2002
Job Regional Director, Baron Capital
Industry Investment Management
Experience
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

Dan Gielow 314-614-0277 Dan Gielow 314-614-0277 Greater St. Louis Area Details
Dan Gielow 314-614-0277's DWS Investments Experience 1992 - June 2012
Job VP at Goldman Sachs & CEO at Daddy Provides
Industry Financial Services
Experience
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

John Zver John Zver Greater Chicago Area Details
John Zver's DWS Investments Experience January 2012 - December 2012
Job Investment Consultant at MBM Advisors
Industry Financial Services
Experience
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

Timothy Donmoyer Timothy Donmoyer Greater Boston Area Details
Timothy Donmoyer's DWS Investments Experience December 2006 - Present
Job Vice President and Boston Office Mgr. Deutsche Bank
Industry Investment Management
Experience
DWS Investments   December 2006 - Present

Education
Monmouth University   1982 — 1984
MBA, International Economics

William F. Wadsworth William F. Wadsworth Hartford, Connecticut Area Details
William F. Wadsworth's DWS Investments Experience October 1992 - September 1999
Job PTS Asset Management
Industry Investment Management
Experience
PTS Asset Management   January 1999 - Present
Prudential Financial  September 1999 - November 2001
DWS Investments   October 1992 - September 1999

Education
Roger Williams University

Fred Ill Fred Ill Kansas City, Missouri Area Details
Fred Ill's DWS Investments Experience January 2005 - February 2015
Job Retired: Consultant
Industry Investment Management
Experience
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

Mike Haggerty Mike Haggerty Greater Boston Area Details
Mike Haggerty's DWS Investments Experience September 2005 - December 2012
Job Manager Relationship Management at ADP Retirement Services
Industry Financial Services
Experience
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

Peter Tufts, CIMA® Peter Tufts, CIMA® Greater Boston Area Details
Peter Tufts, CIMA®'s DWS Investments Experience September 2002 - May 2008
Job Managing Director, Head of National Accounts
Industry Financial Services
Experience
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

Chris Rafford, CLU®, ChFC® Chris Rafford, CLU®, ChFC® Charlotte, North Carolina Area Details
Chris Rafford, CLU®, ChFC®'s DWS Investments Experience January 2004 - January 2008
Job Field Sales ★ Life Insurance, Annuity, and Mutual Funds ★ External Wholesaler at State Farm Insurance
Industry Financial Services
Experience
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

Maura Ryan Maura Ryan Greater New York City Area Details
Maura Ryan's DWS Investments Experience 2007 - 2009
Job
Industry Financial Services
Experience
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

Sherri Comer, ICP Sherri Comer, ICP Kansas City, Missouri Area Details
Sherri Comer, ICP's DWS Investments Experience 2002 - 2004
Job Senior Business Analyst at DST Retirement Solutions
Industry Information Technology and Services
Experience
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

Josh Orth Josh Orth Greater New York City Area Details
Josh Orth's DWS Investments Experience 1997 - 2000
Job Editorial Director at Allianz Global Investors
Industry Financial Services
Experience
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

Richard Merson, CRPS® Richard Merson, CRPS® Greater Denver Area Details
Richard Merson, CRPS®'s DWS Investments Experience June 1997 - November 2011
Job Vice President, Retirement Regional Director for Pacific Northwest at Legg Mason
Industry Investment Management
Experience
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

John Telling, CIMA® John Telling, CIMA® Greater New York City Area Details
John Telling, CIMA®'s DWS Investments Experience June 2004 - January 2010
Job Divisional Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Reed Steinmann, CRPS Reed Steinmann, CRPS Greater Chicago Area Details
Reed Steinmann, CRPS's DWS Investments Experience January 2010 - November 2012
Job VP, DCIO at Wells Fargo
Industry Financial Services
Experience
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

Paul Dowd Paul Dowd Elkhart, Indiana Area Details
Paul Dowd's DWS Investments Experience June 2003 - March 2008
Job Regional Sales Director
Industry Financial Services
Experience
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

Chuck Fiedler Chuck Fiedler Greater Chicago Area Details
Chuck Fiedler's DWS Investments Experience 2001 - 2005
Job Head of Strategy & Business Development Liquid Real Assets at Deutsche Asset Management
Industry Investment Management
Experience
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

Doreen Aronow Doreen Aronow Greater New York City Area Details
Doreen Aronow's DWS Investments Experience July 2004 - Present
Job Executive Assistant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Louise Giordani Louise Giordani Greater Boston Area Details
Louise Giordani's DWS Investments Experience May 1983 - August 1998
Job Everywear Activewear Product Development
Industry Retail
Experience
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

Raymond DeGrazia Raymond DeGrazia Chicago, Illinois Details
Raymond DeGrazia's DWS Investments Experience 1998 - 2005
Job Regional Sales Manager Upper Midwest at Imaging Sciences International, Inc.
Industry Medical Devices
Experience
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

Stacey Laxton Stacey Laxton Greater Boston Area Details
Stacey Laxton's DWS Investments Experience November 2010 - February 2014
Job Communications Consultant at MassMutual Financial Group
Industry Financial Services
Experience
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

Kristina Pchelintseva Kristina Pchelintseva San Francisco Bay Area Details
Kristina Pchelintseva's DWS Investments Experience May 2007 - April 2008
Job Photographer
Industry Photography
Experience
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

Raymond L. Burke, Jr Raymond L. Burke, Jr Greater New York City Area Details
Raymond L. Burke, Jr's DWS Investments Experience October 1999 - October 2012
Job Relationship Manager, Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Tim Busa Tim Busa Greater Chicago Area Details
Tim Busa's DWS Investments Experience February 2010 - August 2010
Job Vice President of Business Development
Industry Health, Wellness and Fitness
Experience
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

Philip Northington Philip Northington Charlotte, North Carolina Area Details
Philip Northington's DWS Investments Experience March 2006 - December 2009
Job Regional Vice President TransAmerica
Industry Financial Services
Experience
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

Jan Sodaro Jan Sodaro Greater Chicago Area Details
Jan Sodaro's DWS Investments Experience 1999 - 2009
Job Copy Editor at Epsilon
Industry Marketing and Advertising
Experience
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

Benjamin Vogel Benjamin Vogel New York, New York Details
Benjamin Vogel's DWS Investments Experience June 2008 - August 2008
Job Execution Management, Millennium Partners LP
Industry Financial Services
Experience
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

Deena Demanche Deena Demanche Greater Boston Area Details
Deena Demanche's DWS Investments Experience February 1998 - June 2002
Job Participant Marketing at ADP
Industry Financial Services
Experience
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

Dick Bodem Dick Bodem Kansas City, Missouri Area Details
Dick Bodem's DWS Investments Experience 1991 - 2003
Job Retired
Industry Financial Services
Experience
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

Jerry Blaylock Jerry Blaylock Greater Chicago Area Details
Jerry Blaylock's DWS Investments Experience June 2002 - Present
Job Divisional Producing Manager DWS Investments
Industry Investment Management
Experience
DWS Investments   June 2002 - Present

Education
University of Illinois at Urbana-Champaign   1994 — 1998
Business Administration, Marketing

Mark Adams, CMFC Mark Adams, CMFC Greater Chicago Area Details
Mark Adams, CMFC's DWS Investments Experience 1999 - 2007
Job Regional Vice President, Business Development at Grant Park Funds / Dearborn Capital Management, LLC
Industry Financial Services
Experience
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

Brian Paterson Brian Paterson Bloomfield Hills, Michigan Details
Brian Paterson's DWS Investments Experience May 2012 - December 2012
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
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

Kirsten Noland Kirsten Noland Washington, District Of Columbia Details
Kirsten Noland's DWS Investments Experience October 2002 - June 2004
Job Senior Financial Services Analyst at Federal Reserve Board
Industry Banking
Experience
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

Andrew Anagnostopoulos Andrew Anagnostopoulos Sacramento, California Details
Andrew Anagnostopoulos's DWS Investments Experience July 2000 - March 2006
Job Vice President Relationship Manager Area Manager at JPMorgan Chase
Industry Financial Services
Experience
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

Anthony Cassello Anthony Cassello Chicago, Illinois Details
Anthony Cassello's DWS Investments Experience February 2008 - Present
Job Senior Regional Sales Representative at DWS Investments
Industry Investment Management
Experience
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

Carmen Behmer Carmen Behmer Greater San Diego Area Details
Carmen Behmer's DWS Investments Experience October 2000 - June 2001
Job EntryLevel Actuary
Industry Financial Services
Experience
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

Tom Hamel Tom Hamel Greater Chicago Area Details
Tom Hamel's DWS Investments Experience 1995 - 2011
Job Owner of Golftopia
Industry Sporting Goods
Experience
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

Nancy Medeiros Nancy Medeiros Greater Boston Area Details
Nancy Medeiros's DWS Investments Experience June 2006 - April 2007
Job Marketing Project Management
Industry Marketing and Advertising
Experience
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

Kim Rebecca-Murray 2015 Kim Rebecca-Murray 2015 Greater Denver Area Details
Kim Rebecca-Murray 2015's DWS Investments Experience May 2003 - June 2008
Job Experienced Investment Product Marketing Communications Leader
Industry Marketing and Advertising
Experience
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

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