DWS Scudder
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DWS Scudder Employees
Cardlytics, Inc. October 2014 - Present
Landry's Restaurants August 2010 - September 2014
Harrah's Entertainment June 2004 - July 2010
DWS Scudder November 1998 - June 2002
Skills
Email Marketing, Integrated Marketing, Marketing, Digital Marketing, Social Media Marketing, Competitive Analysis, Advertising, Strategic Planning, Market Research, Brand Management, Hospitality, Online Marketing, P&L Management
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Marketing, Operations
Bates College 1994 — 1998
BA, Psychology
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
Pioneer Investments, Boston, MA August 2010 - Present
Calamos Investments August 2006 - August 2010
Hines Real Estate Securities, Inc. February 2004 - July 2006
DWS Scudder January 2001 - February 2004
Education
Baldwin Wallace University 1991 — 1995
Bachelors, Business Administration
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Berthel Fisher and Company Financial Services Inc. November 2008 - Present
Dashner, Andrews, Cecil Group LLC July 2006 - November 2008
Alliance soccer 2005 - 2007
Edward Jones 2002 - 2006
scudder 1999 - 2002
kemper 1999 - 2002
scudder kemper 1999 - 2002
dws scudder 1999 - 2002
Iowa Sigma Chi 1996 - 1998
Skills
Series 7, Investments, Investment Advisory..., Series 63, Mutual Funds, Financial Services, Asset Allocation, Securities, Finance, Investment Strategies, Wealth Management, FINRA, Investment Advisory
Education
University of Iowa 1995 — 1998
B.A., Economics
Illinois Wesleyan University 1995 — 1997
Galesburg High School 1993 — 1995
Pensacola Catholic High School 1991 — 1993
Brilliant Werks, Inc. DBA Young Rembrandts July 2012 - Present
Tess Gutkowski Communications 2003 - Present
DWS Scudder 2000 - 2003
Scudder Investments 1998 - 2003
Scudder Investments 1991 - 1997
Skills
PowerPoint, Excel, Word, Email Marketing, Scheduling, Event Planning, Web Design, Client Communications
Education
Saint Xavier University
Business Writing
MorrisSwitzer ~ Environments for Health, LLC March 2015 - Present
Fitzemeyer & Tocci Associates, Inc. September 2013 - March 2015
Roux Associates September 2005 - August 2013
Keane, Inc. December 2004 - September 2005
DWS Scudder 2003 - 2004
Keane Consulting Group 1998 - 2003
Denver Management Group 1998 - 2000
Boston University Tanglewood Institute 1995 - 1997
Skills
Business Communications, Organizing, Professional Networking, New Business Development, Key Account Management, Achieving Results, Managing Expectations, Goal Oriented, Public Speaking, Situational Leadership, Internal Communications, Solutions Development, Team Oriented, Writing, Articulate, Mentoring, Self Starter, Business Networking, Fear Of Public Speaking, Marketing, Sustainability, Account Management, Sales, Networking, Marketing Strategy, Talent Management, Business Development
Education
University of Denver 2001 — 2002
Graduate Courses in Business Administration
San Francisco Conservatory of Music 1996 — 1997
MFA, Music Performance (Flute)
Boston University 1992 — 1996
Bachelor of Music Performance, Flute Performance
Tri-Valley 1988 — 1992
High-School Diploma
Janus 2004 - Present
DWS Scudder 1998 - 2003
Kemper Funds 1996 - 1998
Kemper Funds 1992 - 1996
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA
Purdue University 1988 — 1992
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
The Vitality Group Inc. September 2014 - Present
The Vitality Group April 2007 - September 2014
DWS Scudder July 2006 - April 2007
The Post Standard April 2004 - July 2006
Skills
Marketing Strategy, Corporate Branding, Marketing, Marketing Communications, Adobe Acrobat, Strategic Planning, Copywriting, Account Management, Project Management, Strategic Communications, User Experience, Adobe Creative Suite, Microsoft Office, Sales, Leadership, Management, Social Media Marketing
Education
State University of New York College at Geneseo
Bachelor of Science (B.S.), Business Administration and Management, Marketing
Digital Bootcamp
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
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Global X Management December 2013 - June 2014
New York Life - MainStay Investments October 2010 - December 2013
FAF - Nuveen Investments October 2007 - September 2010
DWS Scudder October 2005 - September 2007
International April 2004 - September 2005
Johnson & March 2002 - March 2004
Skills
Philanthropy, Venture Philanthropy, Trading Strategies, Equity Trading, Equities, Options Strategies, Funding, Options, Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Portfolio Management, Fund Of Funds, Mutual Funds, ETFs
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Marketing
Principal Financial Group Relationship ManagerScudder Investments1996 - 2002
DWS Scudder 1996 - 2002
Education
Boston University 1975 — 1979
BA, French Language and Litereature
Wells Fargo October 2013 - Present
DALBAR, Inc. September 2010 - October 2013
Fred DeDona Marketing, Design & Communications January 2009 - September 2010
Financial Engines 2006 - 2008
DWS Scudder 1991 - 2006
Education
Saint Anselm College 1985 — 1989
BA, Political Science
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
Bank of America Merrill Lynch November 2012 - Present
Fidelity Investments January 2007 - Present
DWS Scudder 1996 - 2007
CIGNA Retirement & Investment Services 1978 - 1995
Skills
Series 63, Investments, Series 7, Retirement, Securities, 401k, Mutual Funds
Education
Trinity College-Hartford 1974 — 1978
BA
Beth Israel Deaconess Healthcare Family Medicine Needham April 2012 - Present
The Goddard School, Walpole October 2011 - March 2012
Gerald J. Doyle, MD, PC August 2008 - January 2011
Urology Practice Associates (BIDMC) April 2008 - August 2008
Children's Hospital April 2007 - April 2008
Bergmeyer Associates, Inc May 2006 - April 2007
DWS Scudder November 2005 - April 2006
Legacy Banks September 2002 - September 2004
Skills
Administration, Microsoft Office, Customer Service, Documentation, Hospitals
Education
Simmons College 2008 — 2010
Masters, Health Care Administration
Siena College
Bachelors Degree, Psychology