DWS Scudder Investments
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DWS Scudder Investments Employees
Employee
Years
Job
Industry
Steve Stone MBA Steve Stone MBA's DWS Scudder Investments Experience July 2004 - 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
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
John P. Sullivan John P. Sullivan's DWS Scudder Investments Experience April 2003 - July 2005
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2005 - Present
DWS - Scudder Investments April 2003 - July 2005
The Hartford -Planco September 1998 - April 2003
Skills
Retirement Planning, Series 6, Series 63, Variable Annuities, FINRA, Mutual Funds, Retirement, Sales, Territory Management, Territory Growth, Prospecting Skills
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Business Administration and Management, General
New Trier High School
Lincoln Financial Distributors July 2005 - Present
DWS - Scudder Investments April 2003 - July 2005
The Hartford -Planco September 1998 - April 2003
Skills
Retirement Planning, Series 6, Series 63, Variable Annuities, FINRA, Mutual Funds, Retirement, Sales, Territory Management, Territory Growth, Prospecting Skills
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Business Administration and Management, General
New Trier High School
Mike Kristin Mike Kristin's DWS Scudder Investments Experience 1997 - 2000
Job Regional Vice President Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Chip Robison Chip Robison's DWS Scudder Investments Experience 1984 - 2003
Job National Account Manager at Colorado Bankers Life
Industry Financial Services
Experience
Colorado Bankers Life August 2015 - Present
Thomson Reuters May 2013 - January 2015
Morningstar Inc April 2011 - March 2013
Advanced Sales Corporation November 2007 - May 2011
JHR Energy Inc. 2004 - 2007
DWS Scudder Investments 1984 - 2003
Skills
Asset Management, Wholesaling, Annuity, Mutual Funds, ETFs, Investments, Annuities, Financial Planning, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Sales Management, Financial Services, Portfolio Management, Alternative Investments, Separately Managed..., Fixed Income, Strategic Financial..., Series 65, Fixed Annuities, Investment Strategies, Finance, Management, FINRA, Series 6, Employee Benefits, Investment Management, Retirement, Series 7, Series 63, Asset Managment, Business Development, Variable Annuities, Relationship Management, Hedge Funds, Wholesale, Financial Advisory, Sales, Equities, Securities, 401k, Life Insurance
Education
University of Iowa 1979 — 1983
B.B.A. Finance, Finance/Risk Management
University of Iowa 1979 — 1983
B.B.A. Finance, Finance
Colorado Bankers Life August 2015 - Present
Thomson Reuters May 2013 - January 2015
Morningstar Inc April 2011 - March 2013
Advanced Sales Corporation November 2007 - May 2011
JHR Energy Inc. 2004 - 2007
DWS Scudder Investments 1984 - 2003
Skills
Asset Management, Wholesaling, Annuity, Mutual Funds, ETFs, Investments, Annuities, Financial Planning, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Sales Management, Financial Services, Portfolio Management, Alternative Investments, Separately Managed..., Fixed Income, Strategic Financial..., Series 65, Fixed Annuities, Investment Strategies, Finance, Management, FINRA, Series 6, Employee Benefits, Investment Management, Retirement, Series 7, Series 63, Asset Managment, Business Development, Variable Annuities, Relationship Management, Hedge Funds, Wholesale, Financial Advisory, Sales, Equities, Securities, 401k, Life Insurance
Education
University of Iowa 1979 — 1983
B.B.A. Finance, Finance/Risk Management
University of Iowa 1979 — 1983
B.B.A. Finance, Finance
Barrett O'Donovan Barrett O'Donovan's DWS Scudder Investments Experience 2001 - 2004
Job Account Executive at Catalytic Products Int'l Inc
Industry Environmental Services
Experience
Catalytic Products Int'l Inc April 2014 - Present
Office Depot July 2013 - March 2014
Sogeti April 2012 - June 2013
Icon Identity Solutions April 2009 - April 2012
Icon Identity Solutions January 2005 - April 2009
Icon Identity Solutions May 2004 - January 2005
DWS Scudder Investments 2001 - 2004
Skills
New Business Development, Business Strategy, Leadership, Business Development, Contract Negotiation, Business Intelligence, Account Management, Sales Operations, Program Management, Sales, Start-ups, Lead Generation, Selling, Marketing Strategy, Negotiation, Management, B2B, Team Leadership, Pricing, Marketing, Marketing Communications, Trade Shows
Education
Marquette University 1994 — 2000
BA, Political Science
Loyola Academy 1990 — 1994
Catalytic Products Int'l Inc April 2014 - Present
Office Depot July 2013 - March 2014
Sogeti April 2012 - June 2013
Icon Identity Solutions April 2009 - April 2012
Icon Identity Solutions January 2005 - April 2009
Icon Identity Solutions May 2004 - January 2005
DWS Scudder Investments 2001 - 2004
Skills
New Business Development, Business Strategy, Leadership, Business Development, Contract Negotiation, Business Intelligence, Account Management, Sales Operations, Program Management, Sales, Start-ups, Lead Generation, Selling, Marketing Strategy, Negotiation, Management, B2B, Team Leadership, Pricing, Marketing, Marketing Communications, Trade Shows
Education
Marquette University 1994 — 2000
BA, Political Science
Loyola Academy 1990 — 1994
Derek Schicht's DWS Scudder Investments Experience January 2001 - April 2004
Job at Van Kampen Funds
Industry Financial Services
Experience
Van Kampen Funds February 2010 - Present
ING May 2007 - September 2008
MFS Retirement Services at Sun Life Financial October 2005 - January 2007
Chase Investment Services at JPMorgan Chase April 2004 - October 2005
DWS Scudder Investments January 2001 - April 2004
Education
Indiana University Bloomington
BA, Economics
Van Kampen Funds February 2010 - Present
ING May 2007 - September 2008
MFS Retirement Services at Sun Life Financial October 2005 - January 2007
Chase Investment Services at JPMorgan Chase April 2004 - October 2005
DWS Scudder Investments January 2001 - April 2004
Education
Indiana University Bloomington
BA, Economics
Nancy Medeiros's DWS Scudder Investments Experience June 2006 - April 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Self January 2008 - Present
DWS Scudder Investments June 2006 - April 2007
Bank of America March 2005 - June 2006
Bank of America August 2003 - March 2005
Education
University of Massachusetts Dartmouth 2001 — 2004
Self January 2008 - Present
DWS Scudder Investments June 2006 - April 2007
Bank of America March 2005 - June 2006
Bank of America August 2003 - March 2005
Education
University of Massachusetts Dartmouth 2001 — 2004
Matt Barkow's DWS Scudder Investments Experience 2004 - 2005
Job Assistant Director, Investment Products at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual August 2015 - Present
Disabato Advisers October 2010 - August 2015
DePaul University 2008 - 2009
DSM Trading LLC 2008 - 2009
Chicago Stock Exchange 2005 - 2008
DWS Scudder Investments 2004 - 2005
Globalcom 2003 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
M.B.A, Finance
Purdue University 1999 — 2003
B.S, Small Business Management
Brookfield Central H.S.
Northwestern Mutual August 2015 - Present
Disabato Advisers October 2010 - August 2015
DePaul University 2008 - 2009
DSM Trading LLC 2008 - 2009
Chicago Stock Exchange 2005 - 2008
DWS Scudder Investments 2004 - 2005
Globalcom 2003 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
M.B.A, Finance
Purdue University 1999 — 2003
B.S, Small Business Management
Brookfield Central H.S.
Pat Garvey's DWS Scudder Investments Experience May 1985 - January 1987
Job Managing Director; Global CoHead of Fixed Income Trading
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
Brad Wyatt's DWS Scudder Investments Experience 1991 - 2004
Job Sr. VP at Columbia Management Distributors
Industry Financial Services
Experience
Columbia Management Distributors Senior Vice PresidentJenninson Dryden2004 - 2004
Scudder Investments 1999 - 2004
DWS 1993 - 2004
DWS Scudder Investments 1991 - 2004
Education
Northwestern University 1977 — 1978
Master's Degree, Journalism
University of Notre Dame 1971 — 1975
BS, Biology, Philosophy, American Studies
Columbia Management Distributors Senior Vice PresidentJenninson Dryden2004 - 2004
Scudder Investments 1999 - 2004
DWS 1993 - 2004
DWS Scudder Investments 1991 - 2004
Education
Northwestern University 1977 — 1978
Master's Degree, Journalism
University of Notre Dame 1971 — 1975
BS, Biology, Philosophy, American Studies
Sue Moberg's DWS Scudder Investments Experience 2000 - 2007
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
DWS Scudder Investments 2000 - 2007
Chili Pepper Advertising May 1998 - August 2000
Jim Henson Productions 1995 - 1998
HMSDesign 1993 - 1995
Skills
Creative Strategy, Creative Direction, Direct Mail, Art Direction, Marketing Communications, Concept Development, Layout, Brochures, Branding, Graphic Design, Integrated Design, Digital
Education
Syracuse University 1989 — 1993
BFA, Communication Design
Fidelity Investments March 2007 - Present
DWS Scudder Investments 2000 - 2007
Chili Pepper Advertising May 1998 - August 2000
Jim Henson Productions 1995 - 1998
HMSDesign 1993 - 1995
Skills
Creative Strategy, Creative Direction, Direct Mail, Art Direction, Marketing Communications, Concept Development, Layout, Brochures, Branding, Graphic Design, Integrated Design, Digital
Education
Syracuse University 1989 — 1993
BFA, Communication Design
Dean Jackson's DWS Scudder Investments Experience April 2000 - February 2004
Job Vice President JP Morgan Funds
Industry Financial Services
Experience
JP Morgan Funds January 2012 - Present
John Hancock Retirement Plan Services-Downers Grove, Illinois March 2004 - November 2011
DWS-Scudder Investments April 2000 - February 2004
Scudder Kemper Investments (Zurich)-Chicago, Illinois September 1996 - March 2000
Kemper Funds-Chicago, Illinois December 1992 - August 1996
Skills
Mutual Funds, Series 63, Personnel Management, Series 7, Retirement Planning, Management, Investments, Fixed Annuities, 401k, Performance Improvement, Sales, Sales Operations, Recruiting, Pensions, Asset Allocation, Strategic Vision, Strategic Planning, Asset Managment, Employee Benefits, Process Improvement, Analysis, Team Building, Project Management
Education
Benedictine University 1987 — 1991
Bachelor of Arts
JP Morgan Funds January 2012 - Present
John Hancock Retirement Plan Services-Downers Grove, Illinois March 2004 - November 2011
DWS-Scudder Investments April 2000 - February 2004
Scudder Kemper Investments (Zurich)-Chicago, Illinois September 1996 - March 2000
Kemper Funds-Chicago, Illinois December 1992 - August 1996
Skills
Mutual Funds, Series 63, Personnel Management, Series 7, Retirement Planning, Management, Investments, Fixed Annuities, 401k, Performance Improvement, Sales, Sales Operations, Recruiting, Pensions, Asset Allocation, Strategic Vision, Strategic Planning, Asset Managment, Employee Benefits, Process Improvement, Analysis, Team Building, Project Management
Education
Benedictine University 1987 — 1991
Bachelor of Arts