Evergreen Funds
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Evergreen Funds Employees
Employee
Years
Job
Industry
Mitchell Williams, CFA Mitchell Williams, CFA's Evergreen Funds Experience October 2000 - January 2002
Job Global Head of Equities at Wafra Investment Advisory Group, Inc, Securities Division
Industry Investment Management
Experience
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Amy Sanders Massey Amy Sanders Massey's Evergreen Funds Experience September 2000 - December 2000
Job Senior Recruiting Consultant at Broad Institute
Industry Human Resources
Experience
Broad Institute February 2015 - Present
Blue Cross Blue Shield of Massachusetts July 2010 - May 2014
Humana November 2006 - July 2010
Beth Israel Deaconess Medical Center June 2004 - November 2006
Boston Medical Center September 2001 - June 2004
New England Financial / Metlife December 2000 - April 2001
Evergreen Funds September 2000 - December 2000
kforce.com 1999 - 2000
Skills
Allied Health, Interviews, Recruiting, Sourcing, Nursing, Applicant Tracking..., Technical Recruiting, Talent Management, Management, Workforce Planning, Internet Recruiting, Leadership, Talent Acquisition, Program Management, Hiring, College Recruiting, Training, Information Technology, Cold Calling, Networking, Vendor Management, Onboarding, Human Resources, Business Analysis, Temporary Placement, Employee Benefits, Screening Resumes, Executive Search, Benefits Negotiation, Contract Recruitment, SDLC
Education
Florida International University 1993 — 1995
BA, English, Philosophy
Pepperdine University 1990 — 1992
Broad Institute February 2015 - Present
Blue Cross Blue Shield of Massachusetts July 2010 - May 2014
Humana November 2006 - July 2010
Beth Israel Deaconess Medical Center June 2004 - November 2006
Boston Medical Center September 2001 - June 2004
New England Financial / Metlife December 2000 - April 2001
Evergreen Funds September 2000 - December 2000
kforce.com 1999 - 2000
Skills
Allied Health, Interviews, Recruiting, Sourcing, Nursing, Applicant Tracking..., Technical Recruiting, Talent Management, Management, Workforce Planning, Internet Recruiting, Leadership, Talent Acquisition, Program Management, Hiring, College Recruiting, Training, Information Technology, Cold Calling, Networking, Vendor Management, Onboarding, Human Resources, Business Analysis, Temporary Placement, Employee Benefits, Screening Resumes, Executive Search, Benefits Negotiation, Contract Recruitment, SDLC
Education
Florida International University 1993 — 1995
BA, English, Philosophy
Pepperdine University 1990 — 1992
Peter Conlon Peter Conlon's Evergreen Funds Experience November 1998 - May 1999
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Stuart Skalka Stuart Skalka's Evergreen Funds Experience March 1993 - August 1999
Job Photographer
Industry Investment Management
Experience
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
Allison Malkin Allison Malkin's Evergreen Funds Experience 1992 - 1995
Job Sr. Managing Director at ICR (Integrated Corporate Relations)
Industry Public Relations and Communications
Experience
ICR 2002 - Present
ICR December 2001 - Present
Evergreen funds 1992 - 1995
Evergreen funds 1992 - 1995
Skills
Equities, Equity Research, Investor Relations, Strategic Communications, Crisis Communications, Capital Markets, Investment Management, Financial Modeling, Valuation
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance, General, 3.5
ICR 2002 - Present
ICR December 2001 - Present
Evergreen funds 1992 - 1995
Evergreen funds 1992 - 1995
Skills
Equities, Equity Research, Investor Relations, Strategic Communications, Crisis Communications, Capital Markets, Investment Management, Financial Modeling, Valuation
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance, General, 3.5
Brent Schneider, CIMA, CMFC, AAMS's Evergreen Funds Experience July 1999 - March 2001
Job Level II CFA Candidate
Industry Financial Services
Experience
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
David Russo's Evergreen Funds Experience June 2000 - February 2002
Job
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Jeff Findling's Evergreen Funds Experience 1998 - 2000
Job Investment Specialist, New York Life Investments
Industry Financial Services
Experience
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
Jason Kennedy, CFA's Evergreen Funds Experience 1998 - 2000
Job Credit Research Analyst PPM America
Industry Financial Services
Experience
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
Andrew Larson's Evergreen Funds Experience October 1999 - August 2001
Job Commercial Loan Officer at First Security Bank of Missoula
Industry Financial Services
Experience
First Security Bank of Missoula January 2009 - Present
Travelex Global Business Payements October 2004 - December 2008
Global Payments March 2003 - October 2004
Evergreen Funds October 1999 - August 2001
Skills
Banking, Financial Analysis, Risk Management, Credit Analysis, Credit, Loans, Accounting, Financial Modeling, Financial Risk, Valuation
Education
Loyola University Maryland 2001 — 2002
MBA, Finance
The University of Montana 1993 — 1997
BS, Business Administration and Management, General
First Security Bank of Missoula January 2009 - Present
Travelex Global Business Payements October 2004 - December 2008
Global Payments March 2003 - October 2004
Evergreen Funds October 1999 - August 2001
Skills
Banking, Financial Analysis, Risk Management, Credit Analysis, Credit, Loans, Accounting, Financial Modeling, Financial Risk, Valuation
Education
Loyola University Maryland 2001 — 2002
MBA, Finance
The University of Montana 1993 — 1997
BS, Business Administration and Management, General
Kimberly Ellis Kilduff's Evergreen Funds Experience 2000 - 2001
Job none
Industry Staffing and Recruiting
Experience
stay at home mom March 2003 - Present
Evergreen Funds 2000 - 2001
Eaton Vance 1997 - 2001
Avon high school 1989 - 1993
Skills
Customer Service, Training, Marketing, Sales, Referrals, Social Networking, Team Building, Research, Real Estate, Leadership, Short Sales, Employee Relations, Mortgage Lending, Foreclosures, Residential Homes
Education
University of Scranton 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Avon High School 1989 — 1993
stay at home mom March 2003 - Present
Evergreen Funds 2000 - 2001
Eaton Vance 1997 - 2001
Avon high school 1989 - 1993
Skills
Customer Service, Training, Marketing, Sales, Referrals, Social Networking, Team Building, Research, Real Estate, Leadership, Short Sales, Employee Relations, Mortgage Lending, Foreclosures, Residential Homes
Education
University of Scranton 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Avon High School 1989 — 1993
Derrick Wenger's Evergreen Funds Experience August 1989 - June 1996
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Bonds.com October 2012 - November 2012
Jefferies & Company January 2011 - June 2011
Jefferies & Company April 2007 - January 2011
Jefferies & Company 2000 - 2007
Forest Investment Management October 1996 - April 2000
Evergreen Funds August 1989 - June 1996
PaineWebber Group, Inc. August 1988 - August 1989
Fidelity Management & Research Co. May 1988 - August 1988
Credit Suisse August 1984 - June 1986
Skills
Hedge Funds, Equities, Investments, Portfolio Management, High Yield, Equity Research, Securities, Mutual Funds, Trading, Leveraged Finance, Alternative Investments, Convertible Bonds, Credit, Asset Management, Equity Valuation, Asset Managment, Industry Analysis, Fundamental Research, Value Investing, Fixed Income Analysis, Convertible Arbitrage, Convertible Securities, Special Situations, Arbitrage, Electronic Trading, Research, Competitive Analysis, Fixed Income, Capital Markets, Valuation, Finance, Investment Management
Education
Harvard Business School 1986 — 1988
M.B.A., Finance
Georgetown University 1979 — 1983
B.S.B.A., Major Finance, Minor Psychology
Darien High School 1976 — 1979
Goldman Sachs July 2014 - Present
Bonds.com October 2012 - November 2012
Jefferies & Company January 2011 - June 2011
Jefferies & Company April 2007 - January 2011
Jefferies & Company 2000 - 2007
Forest Investment Management October 1996 - April 2000
Evergreen Funds August 1989 - June 1996
PaineWebber Group, Inc. August 1988 - August 1989
Fidelity Management & Research Co. May 1988 - August 1988
Credit Suisse August 1984 - June 1986
Skills
Hedge Funds, Equities, Investments, Portfolio Management, High Yield, Equity Research, Securities, Mutual Funds, Trading, Leveraged Finance, Alternative Investments, Convertible Bonds, Credit, Asset Management, Equity Valuation, Asset Managment, Industry Analysis, Fundamental Research, Value Investing, Fixed Income Analysis, Convertible Arbitrage, Convertible Securities, Special Situations, Arbitrage, Electronic Trading, Research, Competitive Analysis, Fixed Income, Capital Markets, Valuation, Finance, Investment Management
Education
Harvard Business School 1986 — 1988
M.B.A., Finance
Georgetown University 1979 — 1983
B.S.B.A., Major Finance, Minor Psychology
Darien High School 1976 — 1979
John Salemmo's Evergreen Funds Experience July 1995 - December 1996
Job Compliance Officer, Citibank
Industry Financial Services
Experience
Citibank January 2006 - Present
Morgan Stanley February 2000 - January 2006
JP Morgan September 1997 - February 2000
Paine Webber December 1996 - September 1997
Evergreen Funds July 1995 - December 1996
Skills
Investment Company Act, Investment Advisers Act, OFAC, Securities, Anti Money Laundering, AML, KYC, Asset Management, Fund Administration, Hedge Funds, Banking, Mutual Funds, Management, Operational Risk, Risk Management, Financial Services, Financial Risk
Education
Binghamton University 1991 — 1995
Bachelor of Science, Accounting
Yorktown High School 1987 — 1991
Citibank January 2006 - Present
Morgan Stanley February 2000 - January 2006
JP Morgan September 1997 - February 2000
Paine Webber December 1996 - September 1997
Evergreen Funds July 1995 - December 1996
Skills
Investment Company Act, Investment Advisers Act, OFAC, Securities, Anti Money Laundering, AML, KYC, Asset Management, Fund Administration, Hedge Funds, Banking, Mutual Funds, Management, Operational Risk, Risk Management, Financial Services, Financial Risk
Education
Binghamton University 1991 — 1995
Bachelor of Science, Accounting
Yorktown High School 1987 — 1991
James Medvedeff, CFA's Evergreen Funds Experience July 1996 - June 2009
Job Equity Research at Cowen And Company
Industry Investment Management
Experience
Cowen And Company March 2010 - Present
Evergreen Funds July 1996 - June 2009
Skills
Valuation, Asset Managment, Investments, Mutual Funds, Equity Research, Equities, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Capital Markets, Asset Allocation, Equity Valuation, Finance, Risk Management
Education
The University of Akron
Bachelor of Arts, Economics
The University of Akron
Master of Arts, Economics, Econometrics & Quantitative Methods
University of Colorado at Boulder
Coursework, Mathematics major, Music minor
Cowen And Company March 2010 - Present
Evergreen Funds July 1996 - June 2009
Skills
Valuation, Asset Managment, Investments, Mutual Funds, Equity Research, Equities, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Capital Markets, Asset Allocation, Equity Valuation, Finance, Risk Management
Education
The University of Akron
Bachelor of Arts, Economics
The University of Akron
Master of Arts, Economics, Econometrics & Quantitative Methods
University of Colorado at Boulder
Coursework, Mathematics major, Music minor
Carol Kosel's Evergreen Funds Experience October 2008 - August 2010
Job Independent Trustee at Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Funds Group March 2013 - Present
Sun Capital Advisers Trust April 2011 - December 2012
Evergreen Funds October 2008 - August 2010
Evergreen Investments 1997 - 2008
Skills
Asset Management, Mutual Funds, Trustee
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science, Accounting
Nationwide Funds Group March 2013 - Present
Sun Capital Advisers Trust April 2011 - December 2012
Evergreen Funds October 2008 - August 2010
Evergreen Investments 1997 - 2008
Skills
Asset Management, Mutual Funds, Trustee
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science, Accounting
Patricia Norris's Evergreen Funds Experience July 2006 - August 2010
Job Experienced as Trustee/Director of Mutual Funds
Industry Investment Management
Experience
an investment company board August 2010 - Present
Evergreen Funds July 2006 - August 2010
PricewaterhouseCoopers January 1975 - July 2005
Education
D'Amore-McKim School of Business at Northeastern University 1974 — 1975
MS, Accounting
Manhattanville College 1966 — 1970
BA, Economics and Poltical Science
an investment company board August 2010 - Present
Evergreen Funds July 2006 - August 2010
PricewaterhouseCoopers January 1975 - July 2005
Education
D'Amore-McKim School of Business at Northeastern University 1974 — 1975
MS, Accounting
Manhattanville College 1966 — 1970
BA, Economics and Poltical Science
Charlotte Mooney's Evergreen Funds Experience June 1997 - March 2002
Job SVP, Private Wealth Management Marketing at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French