Evergreen Investments
Industry: Investment management company
DescriptionEvergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm
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Evergreen Investments Employees
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
LMCG Investments, LLC December 2014 - Present
Lee Munder Capital Group August 2006 - November 2014
Evergreen Investments June 2000 - August 2006
Education
University of California, San Diego 1995 — 1999
PhD, Mathematics
Dartmouth College 1991 — 1995
BA, Mathematics
Bishop Cotton Boys' School 1989 — 1991
St Joseph's Boys High School 1982 — 1989
The North Face July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo Funds Management, LLC May 2011 - August 2014
Wells Fargo Funds Management, LLC March 2010 - April 2011
Evergreen Investments March 2007 - March 2010
Evergreen Investments February 2006 - February 2007
Skills
Mutual Funds, Bloomberg, Valuation, Alternative Investments, Financial Modeling, SEC Financial Reporting, Financial Accounting, Investments, Financial Analysis, Financial Reporting, Finance, Financial Services, Management, Accounting, Analysis, Microsoft Excel, People Skills, Strategy, Market Research
Education
Georgetown University - The McDonough School of Business 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
University of San Francisco - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy, 3.97/4.00
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
Zuckerman Investment Group April 2015 - Present
RMB Capital Management March 2006 - March 2015
1837 Partners LLC March 2004 - June 2010
Frye Louis Capital Management March 2002 - March 2004
Evergreen Investments January 2000 - January 2002
Deutsche Bank Alex Brown January 1999 - January 2000
Skills
Asset Allocation, Equities, Asset Managment, Valuation, Investments, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Investment Management, Series 7, Financial Analysis, Equity Research, Private Equity, Portfolio Management, Asset Management, Securities, Fixed Income
Education
Colby College 1991 — 1995
BA, Biology
Toll Gate High School, Warwick, RI 1988 — 1991
College Prep
American Consumer Credit Counseling October 2009 - Present
zepires inc January 2004 - October 2011
Northboro Frame and photo 2004 - 2011
Evergreen Investments 2000 - 2004
Skills
Business Strategy, Marketing, Sales, Vendor Management, Project Management, Budgets, Event Planning, Financial Analysis, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Leadership, Training, Team Building, Finance, Small Business, Project Planning, Business Planning, Team Leadership, New Business Development, Public Relations, Sales Management
Education
Rhode Island College 1987 — 1990
Industrial Technology/Technician
Community College of Rhode Island 1984 — 1986
Associate's degree, Business Administration and Management, General, 3.0
Community College of Rhode Island
Associate's degree, Business Administration and Management, General
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Tonsorial Masters May 2014 - Present
BNY Mellon October 2012 - Present
PNC Global Investment Services November 2010 - October 2012
PNC GIS October 2009 - November 2010
Evergreen Investments August 2007 - October 2009
Skills
Mutual Funds, Customer Service, Business Analysis, Finance, Financial Analysis, Financial Services, Investments, Process Improvement, Relationship Management, Securities
Education
Rob Roy Academy-Worcester 2014 — 2015
MA Board Certified, Cosmetology, Barber/Styling, and Nail Instructor
Capella University 2008 — 2011
Finance, General
ITT Tech Richmond VA 2006 — 2006
Certificate of Completion, Computer Systems Networking and Telecommunications
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
Full Circle Pediatric Therapy 2012 - Present
Bank of America, Privacy Technology and Customer and Relationship Applications 2011 - 2011
TIAA-CREF, Life and After-Tax-Annuities 2009 - 2011
Wells Fargo - Operations, Technology & eCommerce 2008 - 2009
Evergreen Investments 2008 - 2008
Wells Fargo / Wachovia - Operations, Technology & eCommerce 2007 - 2008
Royal & SunAlliance USA (ArrowPoint Capital) October 2003 - November 2006
Skills
Business Requirements..., Project Management, Business Analysis, Functional Requirements..., Technical Writing, Project Documentation, Business Process, Modeling, User Interface Design, SDLC, DMAIC, Compliance, PMO, Regulatory Analysis, Visio, PowerPoint, Relational Databases, SharePoint, Microsoft Office, Waterfall, Software Project..., Access, User Acceptance Testing, Clinic Source, Medical Billing, Procedure Development, Procedure Manuals, Management, Business Intelligence
Education
Illinois State University
BA, Mass Communications
SunAmerica Financial Group April 2012 - Present
John Hancock Wood Logan (a Manulife Finacial Corporation company) 2010 - January 2012
John Hancock Wood Logan (a Manulife Financial Corporation company) January 2003 - January 2010
Manulife Financial Corporation/Wood Logan January 2001 - January 2003
Manulife Financial Corporation/Wood Logan November 1999 - January 2001
Evergreen Investments January 1996 - November 1999
Fidelity Advisor Funds December 1994 - December 1996
American Funds Distributors April 1991 - December 1994
Colonial Mutual Funds April 1987 - April 1991
Lipton Tea, Kimberly Clark, and the Sony Corporation August 1980 - April 1987
Skills
Annuities, Sales Management, Insurance, Wholesaling, Mutual Funds, Advanced Markets, Sales Training, Sales Process, Event Planning, Conference Presentations, Conference Speaking, Budget Management, Compliance Management, Conference Management
Education
University of Wisconsin-Eau Claire 1975 — 1979
BA, Communications and Business Admin
Colorado State University
Personnel Administration, Business
Duke University
Advanced Management Program
University of Toronto - Rotman School of Management
Senior Management Program
University of Wisconsin-Eau Claire
Bachelor of Arts, Coommunications and Business Admin
Wells Fargo Advisors March 2007 - Present
Evergreen Investments September 2002 - March 2007
Evergreen Investments January 2000 - September 2002
Evergreen Investments January 1998 - January 2000
Skills
Retirement, Fixed Annuities, Leadership, Financial Advisory, Series 7, IRAs, Mutual Funds, Variable Annuities, Income Planning, Sales Management, Sales Channel..., Sales Process, Banking, Financial Services, Asset Management, Investments, Retirement Planning, Sales, Series 63
Education
Emory University 1985 — 1989
BA, Economics
Isagenix January 2014 - Present
PFPC September 1999 - March 2001
Evergreen Investments August 1994 - September 1999
Skills
Fitness, Coaching, Nutrition, Wellness, Personal Training, Leadership Development, Personal Development, Leadership, Team Building, Entrepreneurship, Social Media
Education
Clark University 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
Colorwheel Collection 2009 - 2012
Isis Parenting October 2008 - September 2009
Liberty Custom Furnishings January 2006 - January 2007
Ercole Inc. November 2004 - October 2005
Evergreen Investments March 2002 - May 2004
Trinity Communications May 2001 - February 2002
Skills
Creative..., Retail, Entrepreneurship, Microsoft Office, Event Planning, Social Networking, Social Media Marketing, Marketing, Social Media, Fundraising, Email Marketing, Nonprofits, Community Outreach, Marketing Strategy, Public Relations, Advertising, Blogging
Education
Emerson College 1997 — 2001
Bachelor of Science (B.S.), Advertising and Marketing
PHS
Partners Healthcare April 2008 - Present
Wachovia November 2005 - April 2008
Evergreen Investments 2005 - 2008
Evergreen Investments/Wachovia 2005 - 2008
EMC September 2000 - November 2005
Bradlees July 1998 - September 2000
City of Winnipeg January 1991 - May 1998
Goverment of Manitoba 1998 - 1998
DPD Software 1995 - 1998
Winnipeg Hydro March 1992 - August 1995
Skills
SDLC, Integration, Requirements Analysis, Enterprise Architecture, Business Intelligence, Business Analysis, High Availability, SQL, Disaster Recovery, Agile Methodologies, Unix, Data Warehousing, Sybase, Software Development, Databases, Microsoft SQL Server, Oracle, IT Strategy, Software Documentation, Data Modeling
Education
Российский Государственный Университет Нефти и Газа им. И.М. Губкина (бывшая Московская Государственная Академия Нефти и Газа) 1979 — 1984
Electric Engineer
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
The Sustainbility Group July 2005 - Present
Episcopal Diocese of Massachusetts April 1999 - July 2005
Evergreen Investments January 1990 - April 1999
World Affairs Council September 1988 - September 1989
Skills
Stock Market, Socially Responsible..., Non-profits, Proxy Voting, Sustainable Investing, Impact Investing, Investment Management, Investments, Microfinance, Research, Asset Managment, Corporate Social..., Asset Allocation
Education
University of Phoenix 1996 — 1998
MBA
Colby College 1984 — 1988
BA
University of St. Andrews 1986 — 1987
Buckingham Browne & Nichols 1982 — 1984
Arlington High School 1980 — 1984
Deutsche Bank April 2010 - Present
Evergreen Investments February 2008 - December 2009
Standard & Poor's Investment Advisory Services February 2005 - January 2008
Dreyfus Managed Assets June 2003 - February 2005
Merrill Lynch February 1998 - May 2003
Liberty Mutual Insurance February 1996 - February 1998
Skills
Mutual Funds, Business Development, Finance, Bloomberg, Asset Management, Fixed Income, Investments, Cross-functional Team..., Investment Management, Management, Capital Markets, Financial Services, Separately Managed..., Structured Products, ETFs, Alternative Investments, Series 7
Education
California State University, Fresno
B.S. Bus Admin, Finance
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2012 - April 2013
JPMorgan Chase November 2011 - September 2012
Bank of New York Mellon July 2006 - May 2009
Evergreen Investments June 2004 - July 2006
State Street Corporation March 2001 - June 2004
Investors Bank and Trust September 1998 - March 2001
Benevolent and Protective Order of Elks June 1996 - June 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, General Ledger, Portfolio Management, Investments, Bloomberg, Mutual Funds, Management, Financial Services, Securities, Financial Risk, Microsoft Excel, Business Development, Project Management, Loans, Banking, Process Improvement, Financial Reporting, Cash Management, Forecasting, PowerPoint, Time Management, Business Process..., Recruiting, Internal Audit, Finance, Risk Management, Leadership, Fixed Income, Human Resources, Hedge Funds, Relationship Management, Asset Management, Credit, Credit Cards, Mortgage Banking, Access, Budgets, Customer Service, Trading, Performance Management, Business Analysis, Equities, Data Analysis, PeopleSoft, Mortgage Lending
Education
Chaminade University of Honolulu 1996 — 1997
Master of Business Administration (MBA), Finance, General
Chaminade University of Honolulu 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
Seix Investment Advisors LLC July 2003 - Present
Evergreen Investments January 2002 - July 2003
Wachovia Asset Management September 1998 - January 2002
Wachovia Bank, N.A. October 1994 - September 1998
Integon Corporation October 1991 - October 1994
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Mutual Funds, Investments, Securities, Asset Management
Education
University of North Carolina at Greensboro 1996 — 1999
Master of Business Administration (M.B.A.)
Elon University 1987 — 1991
Bachelor of Science (B.S.), Business Administration-Finance
Wells Fargo July 1992 - Present
Mortgaville Company January 2006 - August 2008
Evergreen Investments 1995 - 2000
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Financial Analysis, Mortgage Banking, Loan Origination, Bloomberg, Commercial Lending, Equities
Education
Central Piedmont Community College 1998 — 2013
Associate's degree, Accounting
Sapient Global Markets September 2011 - Present
Wells Fargo Funds Distributor, LLC March 2004 - September 2010
Evergreen Investments February 2002 - March 2004
SensAble Technologies February 2000 - January 2002
Skills
Site Maps, SharePoint, User Experience, Wireframes, Information Architecture, Business Analysis, Strategy, Management, Usability Testing, Marketing, User Experience Design, Information Design, Experience Design, User Interface Design, User Research, Social Media, Mobile Devices, Graphic Design, User-centered Design, Marketing Communications, Creative Direction
Education
Emerson College 2002 — 2005
MA
Florida State University 1995 — 1999
BA
First Mount Zion Missionary Baptist Church July 2015 - Present
Lowe's Companies, Inc. April 2014 - Present
AmerisourceBergen February 2014 - April 2014
Coca-Cola Bottling Co. Consolidated July 2010 - January 2014
Daimler Trucks North America April 2008 - June 2010
Evergreen Investments February 2000 - April 2008
KPMG March 1999 - October 1999
Nortel Networks July 1997 - March 1999
Skills
Financial Analysis, Teaching, Process Improvement, Cross-functional Team..., Forecasting, Pricing, Competitive Analysis, Sales, Financial Modeling, Strategic Planning, Analysis, Customer Service, Leadership, Management, Program Management, Access, Preaching, Public Speaking, Business Analysis, Finance, Strategy, Budgets, Data Analysis, Team Building, Training, Operations Management, Coaching, Inventory Management, Change Management, Project Planning, Vendor Management, Project Management, Team Leadership, Analytics, Banking, Business Development, Business Planning, Business Process..., Market Research, SAP, Risk Management, Sales Management
Education
Gordon Conwell Theological Seminary 2001 — 2009
M.Div., Master of Divinity
Morehouse College 1993 — 1997
B.A., Economics
Harvard Medical School February 2008 - Present
Partners Healthcare November 2005 - February 2008
AST Trust Company September 2003 - August 2005
Evergreen Investments June 1999 - August 2003
Skills
Budgeting, Financial Analysis, Forecasting, Administration, Policy, Budgets, Variance Analysis, Performance Management, Staff Development, Project Management, PeopleSoft, Financial Reporting, Microsoft Office, Team Building, Team Leadership, Grants, Process Improvement, Financial Modeling
Education
University of Phoenix 2005 — 2006
MBA, Healthcare Management
Suffolk University - Sawyer School of Management 2003 — 2004
MBA Program, Business Administration and Management, General
Bryant University 1993 — 1997
BS Business Administration, Finance
Business and Technology Executive April 2014 - Present
GPG Advisers April 2014 - Present
Brandywine Realty Trust January 2007 - March 2014
American Financial Realty Trust February 2006 - January 2007
Legg Mason September 2004 - February 2006
Evergreen Investments October 2001 - April 2004
Morgan Stanley September 1996 - September 2001
American International Group August 1994 - September 1996
Online Consulting September 1991 - August 1994
Skills
Mentoring, Planning, Executive Management, Strategic Planning, Business Process, Marketing Communications, Product Marketing, Leadership Development, Budget Oversight, Portfolio Optimization, Technology Planning, Business Process..., Leadership, Thought Leadership, Cross-functional Team..., Financial Services, Corporate Social Media, Project Planning, Integrated Marketing, Marketing, Management, Analysis, Software Development, Negotiation, Financial Analysis, Business Development, Marketing Strategy, Finance, Sales, Business Planning, Start-ups
Education
University of Delaware 1990 — 1994
MBA
University of Delaware 1984 — 1987
BA
Erskine College 1983 — 1984
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
Healthstat, Inc. May 2014 - Present
LPL Financial April 2013 - April 2014
TIAA-CREF October 2009 - April 2013
Evergreen Investments August 2007 - October 2009
Bank of America April 2006 - August 2007
Wachovia Bank, N.A. August 2004 - March 2006
Bank of America January 2003 - July 2004
First Union National Bank June 1995 - December 2002
Skills
Asset Managment, Defined Contribution, Financial Services, Proposal Writing, Equities, Fixed Income, Alternative Investments, Editing, Microsoft Office 2010:..., Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Diploma, Web Design & Development, Maintained 3.81 - 4.0 GPA
Central Piedmont Community College 1999 — 2000
Drama and Dramatics/Theatre Arts, General
Towson University 1987 — 1987
General Studies
The Medix School 1983 — 1983
Certificate, Medical Transcription/Transcriptionist
Towson University 1982 — 1982
Elementary Education and Teaching
Franklin High
Evergreen Investments February 2005 - December 2009
Wachovia July 2003 - February 2005
Skills
Investments, Financial Analysis, Analysis, Management, Leadership, Risk Management, Finance, Banking, Sales, Mutual Funds, Marketing, Series 7
Education
Georgia Southern University 2010 — 2012
MBA, Business
Johnson C. Smith University - JCSU 1999 — 2003
BA, Finance
Citadel Federal Credit Union June 2013 - Present
PPL Corporation January 2007 - October 2011
Acme Markets June 2005 - December 2006
Evergreen Investments March 2004 - June 2005
Vanguard February 2002 - January 2004
Vanguard November 1995 - February 2002
Skills
Portfolio Management, Investments, Securities, Corporate Finance, Equities, Asset Management, Investment Management, Asset Allocation, Pension Administration, liability-driven..., Asset Managment, Due Diligence, Retirement Planning, Alternative Investments, Pensions, Investment Strategies, Mutual Funds, Fixed Income, Investment Advisory, Hedge Funds, mortgage-backed..., asset-liability..., Financial Modeling
Education
Drexel University - LeBow College of Business 1999 — 2002
MBA, Business Administration, Investment Management
Roanoke College 1987 — 1992
BBA, Business Administration
Kimball Union Academy 1984 — 1987
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments January 2007 - December 2009
Evergreen Investments January 2004 - December 2006
Skills
Asset Allocation, Investments, Mutual Funds, Leadership, Sales, Alternative Investments, Asset Management, Series 7, Series 63, Wealth Management, Securities, Retirement Planning, Series 65, CIMA, Series 24
Education
Florida Agricultural and Mechanical University 1995 — 1998
BS, Business Administration
University of Michigan 1993 — 1995
Literature, Science and Arts
PrO Unlimited January 2010 - June 2011
PrO Unlimited September 2003 - April 2005
United Staffing Systems February 2003 - August 2003
Goldman Sachs July 2000 - July 2001
Evergreen Investments September 1998 - May 2000
Colette Phillips Communications 1997 - 1998
Skills
Talent Acquisition, Recruiting, Onboarding, Human Resources, Interviews, Temporary Placement, Temporary Staffing, New Hire Orientations, Benefits Administration, CRM, Leadership, Job Descriptions, Process Improvement
Education
Emerson College 1999 — 2003
MA, Marketing Communications
Oxford Brookes University 1991 — 1994
BA, Political Science & Publishing
TIAA-CREF 2012 - Present
Wells Fargo 2009 - 2012
Evergreen Investments 2008 - 2009
Evergreen Investments 2003 - 2008
Evergreen Investments 2000 - 2003
First Union National Bank 1998 - 2000
US Army October 1985 - October 1988
Skills
Bloomberg, Morningstar, Microsoft Office, Lipper, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Fixed Income, Asset Managment, Equities, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Bonds, Management, Financial Services, Alternative Investments, Strategy, Wealth Management, Leadership
Education
East Carolina University - College of Business 1996 — 1998
MBA, Investments
East Carolina University 1988 — 1993
Bachelor of Science, Criminal Justice, Pre-Law
Self 1987 - Present
Evergreen Investments 2000 - 2010
Skills
PowerPoint, Outlook, Mentoring, Simplifying the Complex, Conflict Resolution, Microsoft Excel, Public Speaking, Fundraising, MS Word, Excel, DST, AWD, TA2000, AWD..., FINRA Series 6 & 63..., SAT & GED Coach, Training and Development, Voice Lessons, National Association of..., Union negotiation, Process Improvement, Time Management, Educational Design, Client Relations,, Voiceovers, Cross-Lateral Training, Leadership Development, Training
Education
Harvard University 2001 — 2002
Foreign Language
The Juilliard School 1990 — 1992
Juilliard Opera Center, Opera
The Boston Conservatory 1984 — 1987
Opera Performance
Framingham State University
Bachelor of Science, Media Communications
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
JPMorgan Chase July 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
OppenheimerFunds April 2006 - May 2007
Evergreen Investments November 2004 - March 2006
ING Investment Management June 2003 - November 2004
Skills
Fixed Income, Portfolio Management, Risk Management, Hedge Funds, Financial Risk, Finance, Analysis, Hedging, ABS, Currency, Enterprise Software, Stress Testing, Derivatives, Trading Systems, Equities, Investments
Education
Georgia Institute of Technology 2001 — 2002
Master of Science (M.S.), Quantitative Finance
Renmin University of China 1996 — 2000
Bachelor of Arts (BA), Commodity science
Qin Huangdao No. 1
Renmin University of China
ADP June 2005 - Present
ADP June 2005 - Present
ADP March 2004 - Present
Boston Financial Data Services March 2004 - Present
ADP March 2004 - June 2005
Evergreen Investments February 2002 - July 2004
Evergreen Service Co December 2000 - July 2003
Adecco Temps January 2000 - November 2000
Skills
Software Documentation, Management, Training, ADP Payroll, Performance Management
Education
Fisher College
Fisher College
Business ManagementBusiness and Marketing
Brandywine Global April 2008 - Present
Allegiance Capital March 2006 - December 2007
Evergreen Investments 2002 - March 2006
Offitbank (Wealth Management Division of Wachovia Bank) 1992 - 2002
Skills
Bloomberg, Fixed Income, Fixed income Attribution, Risk Analytics, Wilshire Axiom, Eagle PACE, Proprietary Systems, Scenario Analysis, Portfolio Performance..., Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Equities, Valuation, Portfolio Management
Education
Bucknell University 1987 — 1991
BS in Business Administration, Business and Finance
Glovsky & Glovsky LLC September 2003 - Present
Evergreen Investments May 1999 - July 2000
Skills
Elder Law, Wills, Estate Planning, Estate Administration, Estate Law, Legal Writing, Legal Research
Education
Suffolk University Law School 2000 — 2003
Juris Doctor (J.D.), Law
Georgetown University 1993 — 1997
Bachelor of Science (BS), Finance, International Business and French
Pingree School 1989 — 1993
High School
Wedgewood Investment Group June 2014 - Present
Oberon Securities, LLC May 2006 - June 2014
Tradition Asiel Securities March 2004 - May 2006
Evergreen Investments April 1997 - December 2002
Wells Fargo Capital Management January 1989 - January 1996
Skills
Valuation, Equities, Investment Banking, Corporate Finance, Debt, New Business Development, Capital Markets Advisory, Sell Side, Banking, Bloomberg, Trading, Fixed Income, Finance, Mergers & Acquisitions, M&A experience, Capital, Private Equity, Emerging Markets, Investments, Venture Capital, Portfolio Management, Derivatives, Asset Management, Due Diligence, Hedge Funds, Equity Research, LBO
Education
Golden Gate University, School of Law
JD, Law
McGeorge School of Law
Diploma, Advanced International Legal Studies
Rochester Institute of Technology Saunders College of Business
MBA, Accounting
Saint Bonaventure University
BBA, Finance
Cedar Capital April 2013 - Present
NAVCAP® NAV Capital Partners, LLC July 2010 - Present
Evergreen Investments June 2004 - January 2010
Banc of America Investments September 2000 - June 2004
Education
College of Charleston 1990 — 1994
Northrop Grumman Corporation June 2013 - Present
Acxiom February 2010 - March 2013
US Able Life Insurance Company April 2009 - December 2009
Wachovia, A Wells Fargo Company October 2007 - November 2008
Burton Group May 2007 - August 2007
Capital One Bank January 2006 - April 2007
Evergreen Investments April 2004 - December 2005
Sonic Automotive October 2002 - December 2003
NASA January 2001 - May 2002
NASA January 1999 - November 2001
Skills
Vendor Management, SDLC, MS Project, Business Analysis, Program Management, Integration, PMP, Requirements Analysis, Governance, Business Intelligence, Proposal Writing, Strategy, CRM, Project Management, Disaster Recovery, Software Documentation, Agile Methodologies, Outsourcing, Project Planning, Risk Management, Software Development, Testing
Education
Project Management Institute (PMI)
Project Management Professional (PMP) Certfication, Project Management
DeVry University-Missouri 1985 — 1987
BS, Computer Information Systems
CTG - System Engineering Development Program 1988 — 1988
Graduated with honors, IBM System Engineering
Southern Arkansas University 1983 — 1985
AA, Computer Science
Southern Arkansas University - Camden 1983 — 1985
BS, Computer Information Systems
Atlantic Pacific Partners, LLC 2013 - Present
Eaton Vance Management 2005 - 2013
Evergreen Investments 2002 - 2005
Wellington Management 2000 - 2002
The Boston Company 1995 - 2000
Skills
Financial Services, Institutional, Securities, Asset Management, Alternative Investments, Bonds, Management, Equity Valuation, Investments, Financial Markets, Due Diligence, Hedge Funds, Mutual Funds, Investment Strategies, Asset Managment, Separately Managed..., Equities, Asset Allocation, ETFs, Financial Analysis, Equity Research, Relationship Management, Pensions, 401k, Emerging Markets, Fixed Income, Portfolio Management, Investment Management, FINRA, Valuation, Capital Markets, Private Equity, Manager Evaluation, Consultant Relations
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Colby College
Bachelor's Degree, Sociology
Dana Hall School
High School
Intuit October 2014 - Present
JCPenney August 2007 - January 2014
Boeing - Aviall November 2008 - February 2009
Evergreen Investments 2004 - 2007
JPMorgan 2001 - 2004
Skills
Spring, Hibernate, Java, Maven, Oracle, JSF, Financial Services, Design Patterns, Web Logic, Web Sphere, TIBCO, IBM MQ, jQuery UI, SQL, DB2, MangoDB
Education
mongodb university 2013 — 2014
MongoDB for Developers, MongoDB for Developers
University of London 2008 — 2011
MSC, Financial Management
Delhi University 1989 — 1993
BA, Maths, Business Data Processing
T.C.P. Leasing August 2009 - June 2014
BB&T May 2008 - March 2009
Wells Fargo January 2005 - July 2007
Evergreen Investments November 1999 - December 2004
Mentor Investment Group January 1998 - January 1999
Signet Bank January 1992 - January 1998
Skills
Investments, Business Development, Sales, Loans, Mutual Funds, Sales Management, Commercial Lending, New Business Development, Sales Presentations, Finance, Credit, Banking, Solution Selling, Software Sales, Direct Sales, Sales Process, Account Management, Alternative Investments, Financial Markets, Consultative Selling, Equipment Finance, Group Presentations, Territory Management, Key Account Management, Small Business Lending, Consumer Lending, Asset Based Lending, Key Account Development
Education
George Mason University 1985 — 1989
B. A.
Tidewater Community College
Associate of Arts (A.A.)
Goss International August 2011 - Present
Goss International July 2008 - August 2011
Evergreen Investments January 2000 - June 2007
Skills
Trade Finance, International..., Financial Reporting, Spanish, Portuguese, Latin America, Team Management, International Sales, Customer Oriented, High Energy Level, Driven By Results, Business Development, Channel Sales, International Business, Direct Sales, Management, Sales, Strategy, Selling, Analysis, Marketing Strategy, Training, Operations Management, Finance, Project Management, Negotiation, Leadership, Pricing, Sales Management, Product Development
Education
Clark University 2004 — 2007
MBA, Business Administration and Management, General
Saint Anselm College 1994 — 1998
B.A. Business, Economics
Northern Trust October 2013 - Present
Wells Fargo Private Bank November 2007 - October 2013
Wachovia Wealth Management June 2006 - November 2007
Evergreen Investments November 2004 - June 2006
Skills
Asset Allocation, Strategic Financial..., Investments, Credit, Portfolio Management, Wealth, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Trust & Investment Management, minor Financial Planning
Campbell University 1999 — 2004
Master of Business Administration (MBA), Trust & Investment Management
Realty ONE Group-World Properties & World Finance February 2013 - Present
World Properties/World Finance July 2005 - February 2013
Realty World- Noble Investment August 2000 - July 2005
All-Star Realty & Investments January 1998 - August 2000
Evergreen Investments February 1990 - August 1998
Century 21 Led Realty June 1988 - January 1990
Skills
Single Family Homes, REO, First Time Home Buyers, Real Estate, Sellers, SFR, Investment Properties, Foreclosures, Buyer Representation, Listings, Short Sales, Management, Brokerage, Strategic Negotiations, Problem Solving, Condos, Investors, Buyers, Real Estate Transactions
Education
Fu Jen Catholic University 1970 — 1974
Accounting and Finance
Fu-Hsing Senior High School 1967 — 1970
Charles River Development March 2014 - Present
Bank of America June 2013 - February 2014
Bank of America August 2012 - June 2013
Bank of America March 2011 - August 2012
Premier Alliance Group August 2010 - March 2011
Dimensional Fund Advisors February 2010 - July 2010
Evergreen Investments October 2006 - October 2009
Evergreen Investments March 2006 - October 2006
Woodforest National Bank June 2005 - March 2006
Skills
PMP, Business Relationship..., Credit Risk, DMAIC, Visio, ARIS, Business Analysis, Budgeting, Financial Analysis, Variance Analysis, Forecasting, Risk Management, Portfolio Management, SEC compliance, Investment Companies, Six Sigma, SQL, Excel, PowerPoint, SharePoint, Trading Systems, Benchmarking, Asset Allocation, Regulatory Risk, Operations Management, Research, Testing, Agile Project Management, Requirements..., User Acceptance Testing, Change Management, Executive Reporting, OneNote, Derivatives, Trade Compliance, Process Engineering, MS Project, Clarity, PCM, FMEA, Charles River IMS, Toastmasters, MBA, Microsoft Excel, Foreclosures, Pegasystems PRPC, Workflow Management, Business Process..., PMO, Business Process
Education
Gardner-Webb University
Master of Business Administration (MBA)
Gardner-Webb University
Bachelor of Science, Business Administration
GSK July 2015 - Present
Novartis 2012 - Present
Ecolibrium Group, LLC 2009 - 2011
Evergreen Investments 2001 - 2002
Evergreen Investments 2000 - 2001
Baring Asset Management 1997 - 2000
International Finance Corporation 1992 - 1994
Skills
Emerging Markets, Start-ups, Valuation, Portfolio Management, Investments, Economics, Analysis, Leadership
Education
Jefferson Medical College of Thomas Jefferson University 2006 — 2008
University of Pennsylvania
Georgetown University
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, European History
Evergreen Investments May 1995 - December 2009
Wells Fargo Bank (formerly First Fidelity / First Union / Wachovia Corporation) October 1992 - May 1995
Scotiabank October 1982 - August 1992
Skills
Banking, Investments, Portfolio Management, Relationship Management, Asset Management, Mutual Funds, Capital Markets, Financial Services, Management, Asset Managment, Wealth Management, Bloomberg, Series 63, Asset Allocation, Fixed Income, Financial Markets, Medical Billing and..., Training
Education
Eastwick College 2012 — 2013
Medical Billing and Coding Specialist
Microtech School of Computer Technology 1991 — 1992
Business Administration, Business & Computer Technology
Academy of Secretarial Knowledge & Accounting 1981 — 1982
Business Administration, Office Skills & Computer Technology
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
CVS Caremark Corporation April 2012 - Present
Duane Reade July 2009 - March 2012
Evergreen Investments October 2005 - May 2009
BB&T April 2005 - October 2005
Skills
Financial Modeling, Financial Analysis, Forecasting, Process Improvement, Risk Management, Business Analysis, Analysis, Analytics, Budgets, Cross-functional Team..., Data Analysis, Finance, Financial Risk, Fixed Income, Strategy
Education
Columbia University in the City of New York 2010 — 2012
Masters of Science, Technology Management
The Johns Hopkins University - Carey Business School 2007 — 2009
Masters, Business Administration
University of Tennessee-Knoxville 1993 — 1998
Arts & Sciences, Political Science
CVS Health January 2015 - Present
CVS Health October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts October 2010 - August 2011
Fidelity Investments March 2010 - October 2010
Pegasystems December 2009 - March 2010
Fidelity July 2005 - February 2009
Columbia Management January 2005 - June 2005
Evergreen Investments September 2004 - December 2004
Putnam Investments 2002 - 2004
Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership
Education
New College of California 1992 — 1994
JD (not completed), Law
Columbia College 1989 — 1991
BA, Crinimal Justice Administration
Oakland Community College 1980 — 1982
AAS, Mechanical Engineering
Oppenheimer Funds May 2006 - Present
Evergreen Investments 2003 - 2006
John Hancock 2001 - 2003
Skills
Mutual Funds, Separately Managed..., Series 7, Series 63, 401k, Investment Products, Public Speaking, Consultative Selling, IRA's
Education
Fontbonne University 1989 — 1993
Wells Fargo Funds Management December 2006 - October 2010
Evergreen Investments 2006 - 2009
Veritude, a Fidelity Investments company January 2006 - November 2006
Columbia Management November 2000 - September 2004
WGBH January 2000 - May 2000
Harvard University October 1999 - December 1999
Harvard Business School September 1998 - June 1999
Skills
Content Strategy, Editing, Content Management, Marketing, Web Content, Strategy, Web Content Creation, RFP Content and Analysis, Social Media, Content Marketing, Proofreading, Web Content Management, Competitive Analysis, Writing, Vendor Management, Online Marketing, Content Auditing
Education
Vassar College
B.A., English
Emerson College
Certificate, Marketing and Branding
Winsor School
Commerce Bank November 2006 - Present
The Nottingham Company April 2003 - October 2006
Evergreen Investments February 2001 - February 2004
Education
East Carolina University 1989 — 1993
TIAA-CREF April 2014 - Present
TIAA-CREF February 2012 - April 2014
Bank of America May 2010 - February 2012
TIAA-CREF October 2006 - May 2010
Evergreen Investments March 2004 - September 2006
Evergreen Investments January 2002 - March 2004
Skills
Business Analysis, SDLC, Project Portfolio..., PMO, Business Process..., Management, Market Data, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Trading Systems, Vendor Management
Education
Georgia State University 1994 — 1998
BA, Finance
Wells Fargo July 2009 - July 2010
Bank of America April 2009 - July 2009
TIAA-CREF September 2006 - August 2008
Evergreen Investments February 2004 - August 2006
AIG Global Investment Group August 2000 - July 2003
JPMorgan Chase August 1994 - July 1999
Education
Hofstra University 1996 — 2000
B.B.A.
TIAA-CREF July 2014 - Present
Wells Fargo Funds Management Group 2009 - June 2014
Evergreen Investments 2003 - 2009
Evergreen Investments 2000 - 2009
Skills
Financial Services, CRM, Business Analysis, Investments, Financial Analysis, Fixed Income, Mutual Funds, Strategic Planning, Sales Management, Marketing, Management, Requirements Gathering, Cross-functional Team..., Investment Advisory, Business Intelligence, Fixed Annuities, Competitive Analysis, Sales Operations, Vendor Management, Analysis, Investment Strategies, Finance, Banking, ETFs, Training, Business Strategy, Sales, Analytics, Strategy
Education
College of the Holy Cross 1993 — 1997
B.A., French, Visual Arts
St. John's Preparatory School 1989 — 1993
High School Diploma
Hartford Investment Management July 2006 - Present
Artisan Partners November 2004 - June 2006
TIAA-CREF 1999 - 2004
Trust Company of the West 1996 - 1999
Lieber & co./ The Evergreen Funds 1987 - 1996
Evergreen Investments 1987 - 1996
Education
Georgetown University 1978 — 1982
BSFS, International Economics
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Evergreen Investments August 2007 - Present
Sailfish Capital Partners July 2005 - August 2007
Standard & Poor's August 2001 - July 2005
Peterson Consulting May 1996 - August 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
Villanova University 1991 — 1995
B.S., Accounting
TD bank September 2012 - Present
Sr James School September 2011 - Present
Four Season Financial Group April 2010 - Present
Four Seasons Financial Group Inc. 2010 - 2011
Riversource Insurance January 2009 - December 2009
Evergreen Investments December 1999 - December 2008
Sylvan Learning Center May 1997 - November 1999
Essex Corporation February 1988 - May 1997
Skills
Mutual Funds, Investment Management, Series 6, 401k, Relationship Management, Portfolio Management, Series 65, Separately Managed..., Life Insurance, Accounting, Wealth Management..., Bonds, Retirement, Banking, Estate Planning, Sales, Uniform Combined State..., Fixed Income, Sales Operations, Financial Advisory, Financial Analysis, Insurance, Asset Allocation, Variable Annuities, Risk Management, Investment Advisory, Wealth, Securities, Investments, Asset Management, Series 63, Wealth Management, ETFs, Equities, Retirement Planning, FINRA, Series 24, Financial Services, Alternative Investments, Strategic Financial..., Financial Planners, Investment Strategies
Education
Hofstra University 1975 — 1978
BBA, Accounting
Davidson College September 2014 - Present
Davidson College November 2012 - September 2014
Smart Deco May 2011 - February 2012
Sandell Asset Management October 2007 - November 2008
Evergreen Investments March 2007 - August 2007
U.S. Concepts April 2006 - February 2007
Cascade Investment Group May 2005 - March 2006
Skills
Fundraising, Project Management, Annual Giving, Leadership, Athletics, Client Service, Microsoft Office, Finance, Higher Education, Alumni Relations, Microsoft Excel, Lacrosse, Coaching, Intercollegiate...
Education
Wake Forest University School of Business 2009 — 2011
MBA, Full-time Business
Davidson College 2001 — 2005
B.A., Economics
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
kaléo (formerly Intelliject) June 2014 - Present
Triple Aim Advisory, LLC April 2013 - May 2014
Eagle Asset Management March 2001 - December 2012
Evergreen Investments June 1999 - March 2001
First Union Securities September 1996 - June 1999
Trainer Wortham May 1995 - August 1995
Standard & Poor's Compustat December 1991 - July 1994
Skills
Healthcare, Healthcare Industry, Industry Analysis, Research, Financial Analysis, Financial Modeling, Valuation, Strategic Thinking, Equity Research, Portfolio Management, Consumer Healthcare, Hospitals, Managed Care, Pharmacy, Pharmacy Benefit..., Medical Devices, Pharmaceutical Industry, Drug Distribution, Healthcare Information..., Retail, Consumer Staples, Printmaking, Competitive Analysis, Asset Management, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Management, Business Strategy, Private Equity, Investments, Equities, Investment Strategies, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Colgate University 1987 — 1991
BA, Asian Studies
Fidelity Investments February 2011 - Present
Fidelity Investments June 2010 - February 2011
Fidelity Investments Systems Company October 2005 - June 2010
OLMSTEAD ASSOCIATES, INC October 2005 - June 2010
Fidelity Investments October 2005 - June 2010
Evergreen Investments January 2003 - October 2005
CIBER, INC July 2002 - January 2003
Evergreen Investments July 2002 - January 2003
Brown Brothers Harriman October 1998 - July 2002
Brown Brothers Harriman January 2001 - January 2002
Skills
Quality Center, Agile Testing, Quality Assurance, Testing, Test Director, QTP, ATDD, Scrum, Certified Scrum Master..., SharePoint, Management, Software Documentation, Agile Methodologies, Visio, Test Planning, System Testing, Regression Testing, Test Management, Manual Testing, Integration, User Acceptance Testing, HP Quality Center
Education
NORTHEASTERN UNIVERSITY 2000 — 2000
Certificate, Computer Systems Specialist Program
Florida Atlantic University
B.S, Business; Finance
BlackRock January 2013 - Present
BlackRock July 2010 - December 2012
BlackRock October 2006 - June 2010
Merrill Lynch Investment Managers April 2005 - October 2006
Evergreen Investments January 1999 - April 2005
Smith Barney May 1994 - December 1999
Skills
Marketing Strategy, Product Marketing, Marketing Communications, Mutual Funds, Separately Managed..., Hedge Funds, ETFs, Fixed Income, Alternative Investments, Equities, Investments, Asset Managment, Series 7, Series 63, Series 6, Asset Management, Asset Allocation, Private Equity
Education
Gettysburg College 1990 — 1994
Bachelor of Arts, Finance / Accounting
Mountain Lakes High School 1990 — 1994
Invesco Canada August 2015 - Present
Horizons Exchange Traded Funds July 2011 - August 2015
Cantor Fitzgerald August 2008 - December 2010
Evergreen Investments March 2008 - June 2008
Skills
Trading, Asset Management, Business Development, Equity Trading, Financial Modeling, Investments, Fixed Income, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Mutual Funds, Capital Markets, Securities, Bloomberg, Investment Strategies, ETFs, Wealth Management
Education
Hamilton College 2002 — 2006
Bachelor of Arts (BA), Economics
Columbia Management Investment Advisers 2010 - Present
Evergreen Investments 1999 - 2009
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Master of Science, Finance
Georgia State University - J. Mack Robinson College of Business 1989 — 1993
Bachelor of Business Administration, Finance
Clifford Chance LLP August 2015 - Present
Proskauer Rose LLP 2013 - August 2015
Proskauer Rose LLP 2010 - 2013
Monument Group 2007 - 2010
Monument Group 2005 - 2007
Monument Group 2004 - 2005
Evergreen Investments 2000 - 2003
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Business Development, Marketing, Mergers & Acquisitions, Trading, Strategy, Leadership, Management, Finance, Analysis, Strategic Planning
Education
Emory University 1996 — 2000
Bachelor’s Degree, Political Science, Economics
Hemline Boutique 2007 - Present
Evergreen Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Education
Dean College 1984 — 1986
Green Markets September 2012 - Present
Susquhanna Int Group 2009 - January 2012
Susquehanna International Group 2005 - 2009
Evergreen Investments 2004 - 2005
Skills
Equity Valuation, Equity Research, Strategy, Valuation, Equities, Bloomberg
Education
Drexel University 1999 — 2004
Wachovia, A Wells Fargo Company 2009 - Present
Evergreen Investments August 2001 - Present
Education
Gannon University 1966 — 1970
B.S., Accounting
Wells Fargo March 2015 - Present
Wells Fargo December 2009 - March 2015
Abbot Downing July 2008 - December 2009
Evergreen Investments June 2006 - July 2008
Evergreen Investments June 2005 - June 2006
Skills
Risk Management, Portfolio Management, Investment Management, Stocks, Organizational..., Asset Allocation, Investments, Equities, Wealth Management
Education
Elon University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration: concentration in Finance
Wells Fargo 2008 - Present
Evergreen Investments 2004 - 2008
Skills
Asset Allocation, Asset Management, Financial Analysis, Financial Modeling, High Net Worth..., Investment Management, Investments, Portfolio Management, Program Management, Wealth Management
Education
Houghton College 1995 — 1999
TillieStar Compliance Solutions, Inc June 2013 - Present
Charles River Development January 2012 - May 2013
Charles River Development August 2007 - December 2011
Pioneer Investments 2005 - 2007
Pioneer Investment Management, Boston, MA, USA 2005 - 2007
Evergreen Investments 2001 - 2005
Evergreen Investments 2001 - 2005
Skills
Compliance, CRD, Securities, Derivatives, Mutual Funds, Hedge Funds, Series 7, Requirements Analysis, Process Improvement
Education
Emmanuel College 2004 — 2007
Business Administration
Emerson College 2002 — 2004
Wells Fargo October 2013 - Present
Wells Fargo September 2009 - October 2013
Evergreen Investments August 2000 - September 2009
putnam investments 1999 - 2000
Skills
Mutual Funds
Education
Cornell University 1994 — 1999
Thomson Reuters February 2008 - March 2010
CITIGROUP January 2006 - February 2008
TD Waterhouse September 2004 - January 2006
Wachovia, A Wells Fargo Company September 2000 - March 2004
Evergreen Investments 1999 - 2004
Hall Kinion November 1994 - September 2000
Education
Harvard University 2002 — 2004
Admin & Management
Gulbarga University 1986 — 1990
B.E, Computer Sciences
John Hancock Investments August 2012 - Present
Fidelity Investments February 2010 - June 2012
Evergreen Investments June 2008 - November 2009
Investment Technology Group 2006 - 2008
Standish Mellon Asset Management October 2001 - July 2006
The Boston Company 1998 - 2001
Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Saint Lawrence University
Bachelor of Science (BS), Political Science and Government
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors LLC April 1998 - Present
Wachovia Securities, LLC 2005 - 2009
Evergreen Investments 1999 - 2005
Education
Carnegie Mellon University 1990 — 1994
Dynex Capital June 2013 - Present
Dynex Capital December 2009 - June 2013
Tattersall Advisory Group June 2001 - December 2009
Evergreen Investments April 1994 - December 2009
First Union June 2000 - June 2001
Mentor Investment Group/ Wheat First Securites April 1994 - June 2000
Skills
Portfolio Management, Fixed Income, Leveraged Investing, Securities, Strategy, Asset Allocation, Mortgage Lending, Finance, Financial Risk
Education
Virginia Polytechnic Institute and State University 1990 — 1993
BS, Accounting Information Systems
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1993
Hobart and William Smith Colleges 1988 — 1989
Evergreen Investments IT DeveloperEvergreen Investments2000 - 2007
Education
Gardner-Webb University
JVB FInancial May 2009 - Present
Evergreen Investments May 2003 - February 2009
Wachovia Dealer Services June 2000 - January 2003
First Union Brokerage Services June 1993 - June 2000
Dominion Bancshares July 1989 - June 1993
BankSouth 1987 - 1989
Skills
Fixed Income, Bonds, Trading, Investments, Bloomberg, Capital Markets, Portfolio Management, Structured Products, Asset Management, Alternative Investments, Series 7, Hedge Funds, Securities, Asset Allocation, Equities, Series 63
Education
Georgia State University 1984 — 1986
Economics/ Finance
New York Institute of Technology 1979 — 1981
Aerospace Engineering
Wells Fargo May 2009 - Present
Wells Fargo May 2009 - November 2011
Evergreen Investments July 2008 - May 2009
Van Kampen Investments December 1999 - July 2008
Skills
Marketing Strategy, Competitive Analysis, Multi-channel Marketing, Integrated Marketing, Marketing Management, New Business Development, B2B Marketing
Education
Eastern Illinois University 1991 — 1995
BA, Speech Communication
Eastern Bank May 2011 - Present
Evergreen Investments February 2006 - October 2009
Skills
Securities, Customer Service
Education
Framingham State College 2000 — 2005
Bachelor of Art, Art Major, Buisness Minor, History Minor
Swampscott High School 1996 — 2000
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Crow Point Partners October 2006 - Present
Evergreen Investments December 2002 - August 2006
Thomas Weisel Partners November 1999 - May 2002
Banc Boston Robertson Stephens June 1997 - November 1999
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
Tufts University 1979 — 1983
BA, Political Science
Gibbs College-Boston InstructorLincoln Technical Institute2009 - 2011
Evergreen Mutual Funds March 1993 - June 1998
Evergreen Investments 1993 - 1998
Skills
Higher Education, Admissions, Student Affairs, Curriculum Development, Retaining Customers, Resume Writing, Academic Administration, Adult Education, CampusVue, Career Counseling, Instructional Design, Staff Development, Teaching, Enrollment Management, Student Recruiting, Student Financial Aid
Education
Hult International Business School
MS, Management
Wells Capital Management September 2014 - Present
Wells Capital Management January 2007 - September 2014
Evergreen Investments May 2006 - January 2007
Investors Bank & Trust November 2003 - October 2005
Skills
Mutual Funds, Bloomberg, Equities
Education
New England School of Law 2005 — 2009
J.D., Law
Framingham State University
BS, Business Administration
Arthur J. Gallagher & Co. March 2010 - Present
Evergreen Investments 2001 - 2010
Ernst & Young 1998 - 2001
Skills
Asset Managment, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Fixed Income, Equities, Alternative Investments, Investment Strategies, Wealth Management, Hedge Funds, Investment Management, Asset Management, Series 7, Institutional..., Pensions, Bloomberg, Securities, Financial Services, Series 63, Private Equity, Capital Markets, Valuation, Bonds, Investment Advisory, 401k, Financial Advisory, Financial Markets, Derivatives, Financial Modeling, Retirement Planning, Due Diligence, Equity Research, Trading, Investment Banking, Risk Management, High Net Worth...
Education
Gannon University 1966 — 1970
BS, Accounting
Harvard University May 2015 - Present
Xerox July 2012 - May 2015
ACS, a Xerox Company September 2005 - March 2011
HP Enterprise Services 2006 - 2009
TOWERS PERRIN January 1997 - January 2006
Evergreen Investments January 1988 - January 1997
Keystone Investments 1990 - 1995
Skills
Project Management, Consulting, CRM, Customer Service, Programming, Staff Management, Managerial Finance, Technology Integration, CO-PA, Process Improvement, Business Analysis, Vendor Management, ITIL, Change Management, Program Management, SQL, Benefits Administration, Oracle, HTML, Management Consulting, Databases, Management
Education
School of the Museum of Fine Arts 2008 — 2014
Certificate Programs, Graphic Design, Illustration
Harvard University
Master’s Degree, Visual Arts
Eastern Connecticut State University
B.S., Business Administration
The University of Connecticut
Mathematics and Marketing
Evergreen Investments December 2007 - Present
Putnam Investments 2003 - 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Evergreen Investments November 2007 - June 2009
Evergreen Investments April 2003 - October 2007
Wachovia, A Wells Fargo Company May 2002 - April 2003
First Union National Bank August 2000 - May 2002
Education
University of South Carolina-Columbia 2010 — 2011
Psychology
University of Delaware 1997 — 2000
International Relations
College of Charleston 1996 — 1997
Transamerica June 2007 - Present
Evergreen Investments January 2000 - January 2007
Evergreen Investments December 1997 - January 2000
Wells Fargo June 1993 - December 1997
Skills
Mutual Funds, Asset Allocation, Asset Management, Retirement, Series 7, Series 63, Series 24, Financial Services, Closed-end Funds
Education
Christopher Newport University
BSBA, Business Admin
Viridian Energy May 2010 - Present
Comverge June 2009 - March 2010
Evergreen Investments March 2002 - February 2006
Mitchell Hutchins Asset Management (Paine Webber) February 1996 - December 2000
Skills
Sustainability, Renewable Energy, Fundraising, Energy Efficiency, Cleantech, Strategy, Financial Modeling, Investments, Equities, Portfolio Management, Leadership, Business Development, Mutual Funds, Start-ups, Research, Energy, Strategic Planning
Education
Fairfield University
B.S., Finance
Evergreen Investments 2004 - 2008
Evergreen Investments 2000 - 2004
Evergreen Investments 2000 - 2000
Evergreen Investments 1997 - 2000
Education
College of the Holy Cross 1993 — 1997
BA, English
Pelham High School 1989 — 1993
Cohen and Steers February 2014 - Present
Cohen and Steers October 2009 - February 2014
Evergreen Investments January 2008 - September 2009
J&W Seligman September 1998 - December 2007
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Series 65, Series 24, Series 6, Securities, ETFs
Education
College of the Holy Cross 1987 — 1991
BA, Psychology
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Wells Capital Management August 2009 - Present
Evergreen Investments March 2007 - August 2009
Evergreen Investments March 2004 - March 2007
Evergreen Investments May 2002 - March 2004
Evergreen Investments May 2001 - March 2002
Skills
Fixed Income
Education
Clemson University 1996 — 2000
BS, Finance
Evergreen Investments December 2007 - Present
Putnam Investments January 2003 - December 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Wells Fargo Advantage Funds October 2006 - Present
Evergreen Investments 2006 - 2009
Columbia Management June 2003 - October 2006
Skills
Series 7, Series 65, Series 24, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Asset Management
Education
Hamilton College 1997 — 2001
BA, English Literature and Creative Writing
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Charles Schwab September 2014 - Present
Charles Schwab January 2014 - September 2014
Charles Schwab March 2011 - December 2013
Charles Schwab June 2010 - February 2011
Charles Schwab March 2007 - February 2011
Evergreen Investments 2007 - 2009
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Asset Allocation, ETFs, Portfolio Management, Wealth Management, Investment Advisory, Securities, Investments, Investment Strategies, Alternative Investments, Equities, Certified Financial..., Retirement Planning, Financial Services, Finance, Asset Management, Financial Planning, Retirement, Financial Advisory
Education
Butler University 2013 — 2016
Master of Business Administration (MBA)
Indiana Wesleyan University 2001 — 2005
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Aon Hewitt May 2015 - Present
Regions Financial Corporation November 2013 - January 2015
SunTrust Bank 2008 - 2013
SunTrust Bank 2007 - 2008
McKinsey & Company January 2007 - March 2007
IBM June 2006 - December 2006
Quest Diagnostics January 2006 - June 2006
Evergreen Investments 2001 - 2005
Wachovia, A Wells Fargo Company June 2000 - December 2001
Skills
Portfolio Management, Risk Management, Investments, Finance, Financial Services, Fixed Income, Mutual Funds, Asset Allocation, Analysis, Management, Investment Management, Financial Advisory, Bonds, Tax, Customer Service, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Roman Catholic Archdiocese of Boston - Saint Cecilia Parish August 2013 - Present
Brown Brothers Harriman March 2006 - July 2013
Evergreen Investments May 2002 - February 2006
Evergreen Investments January 2001 - April 2002
Airex Logistics & Express Services Pvt Ltd June 2000 - November 2000
Skills
Bloomberg, Investments, Financial Analysis, Fund Accounting, Mutual Funds, Derivatives, Finance, Financial Modeling, Fixed Income, Alternative Investments, Equities, Hedge Funds, Microsoft Excel, Accounting, Financial Reporting
Education
McGill University - Desautels Faculty of Management 1997 — 2000
B.Comm.
CEGEP - John Abbott College 1995 — 1997
Commerce
American Century Investments November 2012 - Present
National Endowment for Financial Education December 2013 - Present
USAA Funds Board of Directors August 2012 - November 2012
Columbia Management (formerly RiverSource Investments) October 2006 - June 2010
Morgan Stanley Investment Management February 2004 - October 2006
Touchstone Investments 2002 - 2004
Evergreen Investments 1995 - 2002
Education
Oklahoma City University School of Law 1990 — 1993
JD
Guilford College 1984 — 1988
BS
WEMatthews Associates 2011 - Present
Ricoh Americas Charlotte, NC March 2014 - January 2015
Russell Cellular June 2012 - March 2013
Verizon GoWireless December 2009 - September 2011
Brainstorms Inc August 2009 - January 2010
Wachovia Securities October 2007 - April 2009
Corporate and Investment Banking August 2005 - May 2007
Ann Taylor April 2000 - September 2005
FirstPlace Staffing November 2004 - August 2005
Evergreen Investments August 2000 - October 2004
Skills
Customer Service, Microsoft Office, Marketing, System Administration, Sales, Market Research, Management, Strategic Planning, Event Planning, Social Media, Microsoft Word, Direct Marketing, Public Speaking, Financial Analysis, Investments, Business Strategy, Real Estate, Risk Management, Marketing Strategy, New Business Development, Financial Modeling, Event Management, Public Relations, Leadership, Purchasing, Customer Satisfaction, Sales Management
Education
Catawba College
Central Piedmont Community College
Associate, Arts 2008
Somerville Public Schools July 2013 - Present
Stanley Security Solutions August 2008 - July 2013
Franklin Street Properties 2007 - 2008
L-3 Communications 2005 - 2007
State Street Bank 2001 - 2004
Evergreen Investments 2000 - 2001
Tufts Medical Center 1997 - 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Market Research, Manage Client..., Program Implementation, HRIS, HR Software, Human Resources, Business Visas, Applicant Tracking..., Compensation & Benefit, Management, Process Improvement, CRM
Education
Endicott College 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Northeastern University 2010 — 2013
Bachelor's degree, Business Administration and Management, General, 3.65
Wells Fargo August 2013 - Present
Wells Capital Management March 2008 - August 2013
Evergreen Investments January 2008 - March 2008
Skills
Fixed Income, Bloomberg, Portfolio Management, Auditing, Access, Finance, Accounting, Business Analysis, Financial Services, Microsoft Office, Microsoft Excel
Education
Elon University 2003 — 2007
B.S., Accounting
Fidelity Management and Research Co. 2009 - Present
Fidelity Management and Research Co. 2001 - 2004
FactSet Research Systems 2000 - 2001
Fidelity Management and Research Co. 1997 - 2000
Evergreen Investments 1994 - 1997
Alson Commodities 1992 - 1994
Skills
Market Data
Education
Northeastern University - Graduate School of Business Administration 1998 — 2001
MBA
Union College 1988 — 1992
BA
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Wealth Management March 2006 - October 2014
Evergreen Investments September 2000 - March 2006
TIAA-CREF March 2000 - August 2000
First Union National Bank April 1995 - January 1999
Skills
Investment Management, Capital Markets, Quantitative Finance, Investment Advisory, Asset Allocation, Due Diligence, Wealth Management, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equities, Fixed Income, Equity Research
Education
Columbia Business School 1999 — 2000
MBA, International Business, Finance
Duke University 1990 — 1994
BA
Wells Fargo Bank October 2000 - Present
Wells Fargo Bank - Wachovia/Evergreen Investments September 2000 - Present
Evergreen Investments January 2000 - Present
Skills
Business Continuity...
Education
Westfield State College 1992 — 1994
Bachelors, Criminal Justice
Dean College 1990 — 1992
Associate's degree, Criminal Justice/Law Enforcement Administration
Rockport Dance Academy September 2010 - Present
Karen Bernard School of Dance September 2006 - Present
Liberty Mutual Insurance June 2008 - August 2012
Liberty Mutual Insurance April 2007 - June 2008
Endicott College September 2005 - May 2007
Liberty Mutual Insurance March 2006 - April 2007
The Gale Company September 2005 - March 2006
Evergreen Investments October 2004 - September 2005
Skills
Microsoft Office, Internal Communications, Customer Service, Customer Relations, Onboarding, Project Planning, Project Coordination, Project Documentation, Campaign Planning
Education
Endicott College 2007 — 2009
Masters in Business Administration, Business Administration
Salve Regina University 2000 — 2004
Bachelor in Science, Business Administration
Contrast Capital Management, LLC June 2012 - Present
Wells Capital Management January 2009 - May 2012
Evergreen Investments 1994 - December 2009
Skills
Emerging Markets, Hedge Funds, Equities, Bloomberg, Alternative Investments, Strategy, Finance, Portfolio Management, Asset Management, Fixed Income, Investments, Investment Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
London School of Economics and Political Science 1983 — 1984
Master of Science (MSc)
Merrimac Condo Association September 2012 - Present
Wells Fargo/Evergreen Investments July 2007 - September 2009
Head to Toe Websites April 2007 - August 2008
Evergreen Investments October 2000 - January 2001
Arbella Insurance Group March 2000 - October 2000
State Street June 1998 - March 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Requirements Analysis, Functional..., Business Analysis
Education
Carnegie Mellon University 1988 — 1993
Bachelor of Fine Arts (BFA), Graphic Design
Janney Montgomery Scott May 2011 - Present
Global Capital Management, Inc. 2006 - 2009
SEI 2002 - 2006
Evergreen Investments 1999 - 2002
Skills
Series 7, Trading, Client Reporting, Performance Measurement
Education
Drexel University
Bachelor's degree, Finance, General
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences