Evergreen Investments

Industry: Investment management company

Description

Evergreen 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

Employee
Years
Job
Industry
Richard Cryan Richard Cryan Greater Boston Area Details
Richard Cryan's Evergreen Investments Experience 1992 - 2006
Job Portfolio Manager at Brookfield Investment Management
Industry Investment Management
Experience
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

Vikram Srimurthy Vikram Srimurthy Greater Boston Area Details
Vikram Srimurthy's Evergreen Investments Experience June 2000 - August 2006
Job Portfolio Manager at LMCG Investments, LLC
Industry Investment Management
Experience
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

Brent Plumley Brent Plumley San Francisco Bay Area Details
Brent Plumley's Evergreen Investments Experience March 2007 - March 2010
Job FP&A at The North Face
Industry Apparel & Fashion
Experience
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

Ken Burd Ken Burd Philadelphia, Pennsylvania Details
Ken Burd's Evergreen Investments Experience August 2003 - December 2009
Job VP Head of Internal Sales / Third Party Business Development at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

William Driscoll, CFA William Driscoll, CFA Greater Chicago Area Details
William Driscoll, CFA's Evergreen Investments Experience January 2000 - January 2002
Job Member of the Investment Committee at Zuckerman Investment Group
Industry Investment Management
Experience
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

Joe Pires Joe Pires Greater Boston Area Details
Joe Pires's Evergreen Investments Experience 2000 - 2004
Job Financial Credit Counselor at American Consumer Credit Counseling
Industry Consumer Services
Experience
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

Sunita Advaney Sunita Advaney Greater New York City Area Details
Sunita Advaney's Evergreen Investments Experience October 2007 - December 2008
Job Principal Global Investors, Director of SubAdvisory Business Development
Industry Financial Services
Experience
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

Fred L. Westbrooks Jr Fred L. Westbrooks Jr Greater Boston Area Details
Fred L. Westbrooks Jr's Evergreen Investments Experience August 2007 - October 2009
Job Student
Industry Cosmetics
Experience
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

Dan Flaherty Dan Flaherty Greater Boston Area Details
Dan Flaherty's Evergreen Investments Experience December 2004 - July 2007
Job AVP, Manager of Media Relations at MFS Investment Management
Industry Financial Services
Experience
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

Missy Wojtczak Missy Wojtczak Charlotte, North Carolina Area Details
Missy Wojtczak's Evergreen Investments Experience 2008 - 2008
Job Pediatric Physical and Occupational Therapy Services
Industry Individual & Family Services
Experience
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

Michael Treske Michael Treske Charlotte, North Carolina Area Details
Michael Treske's Evergreen Investments Experience January 1996 - November 1999
Job Chief Distribution Officer at SunAmerica Financial Group
Industry Financial Services
Experience
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

Bryan Hodgens Bryan Hodgens Charlotte, North Carolina Area Details
Bryan Hodgens's Evergreen Investments Experience September 2002 - March 2007
Job VP, Eastern Divisional Sales Manager AIG Financial Distributors
Industry Financial Services
Experience
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

Gretchen Beck Gretchen Beck Hudson, Wisconsin Details
Gretchen Beck's Evergreen Investments Experience August 1994 - September 1999
Job Nutritional Cleanse Coach at Isagenix
Industry Health, Wellness and Fitness
Experience
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

Scott D. Einhorn, CFA Scott D. Einhorn, CFA Greater New York City Area Details
Scott D. Einhorn, CFA's Evergreen Investments Experience 2001 - 2004
Job Managing Principal, Director of Marketing at Samson Capital Advisors
Industry Investment Management
Experience
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

Vernee Wilkinson Vernee Wilkinson Roslindale, Massachusetts Details
Vernee Wilkinson's Evergreen Investments Experience March 2002 - May 2004
Job Small Business Professional
Industry Retail
Experience
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

Yevgeny Kurlyandchik Yevgeny Kurlyandchik Greater Boston Area Details
Yevgeny Kurlyandchik's Evergreen Investments Experience 2005 - 2008
Job
Industry Hospital & Health Care
Experience
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

John C. White, CFA John C. White, CFA Richmond, Virginia Details
John C. White, CFA's Evergreen Investments Experience 1997 - 2000
Job Chief Administrative Officer at The Colony Group
Industry Investment Management
Experience
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

Andrew McIntosh Andrew McIntosh Greater Boston Area Details
Andrew McIntosh's Evergreen Investments Experience January 1990 - April 1999
Job High Impact Investments and Shareholder Advocacy at the Sustainability Group
Industry Investment Management
Experience
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

Michael Maddox, CIMA®, CPWA® Michael Maddox, CIMA®, CPWA® Greater Los Angeles Area Details
Michael Maddox, CIMA®, CPWA®'s Evergreen Investments Experience February 2008 - December 2009
Job Sr RVP, Asset Management Division at Deutsche Asset & Wealth Mgt
Industry Investment Management
Experience
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

Bob Kroha Bob Kroha Greater Boston Area Details
Bob Kroha's Evergreen Investments Experience January 2001 - April 2005
Job Vice President Citizens Securities Managed Account Solutions at Citizens Bank
Industry Financial Services
Experience
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

Robert Kubica Robert Kubica Greater New York City Area Details
Robert Kubica's Evergreen Investments Experience June 2004 - July 2006
Job Risk Analyst Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
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

Christopher D. Carter, CFA Christopher D. Carter, CFA Orlando, Florida Details
Christopher D. Carter, CFA's Evergreen Investments Experience January 2002 - July 2003
Job Director, Portfolio Manager at Seix Investment Advisors LLC
Industry Investment Management
Experience
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

Renee Wilcox Renee Wilcox Charlotte, North Carolina Area Details
Renee Wilcox's Evergreen Investments Experience 1995 - 2000
Job disabled
Industry Financial Services
Experience
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

Liz Goodwin Liz Goodwin Greater Boston Area Details
Liz Goodwin's Evergreen Investments Experience February 2002 - March 2004
Job User Experience Designer
Industry Design
Experience
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

E. Shon Hagwood E. Shon Hagwood Charlotte, North Carolina Details
E. Shon Hagwood's Evergreen Investments Experience February 2000 - April 2008
Job Sr. Labor Management Data Analyst at Lowe's Companies, Inc.
Industry Retail
Experience
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

Matthew Sandler Matthew Sandler Greater Boston Area Details
Matthew Sandler's Evergreen Investments Experience June 1999 - August 2003
Job Director of Finance, Program in Medical Education (MD Program), Harvard Medical School
Industry Hospital & Health Care
Experience
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

RJ Juliano RJ Juliano Greater Philadelphia Area Details
RJ Juliano's Evergreen Investments Experience October 2001 - April 2004
Job Business and Technology Executive creating exceptional work and customer experiences
Industry Executive Office
Experience
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

David L Warner David L Warner Washington D.C. Metro Area Details
David L Warner's Evergreen Investments Experience January 2005 - July 2010
Job Financial Services
Industry Financial Services
Experience
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

Kris Tasker Kris Tasker Boston, Massachusetts Details
Kris Tasker's Evergreen Investments Experience October 2005 - May 2008
Job Compliance Manager II
Industry Financial Services
Experience
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

Kelly L. Carter Kelly L. Carter Charlotte, North Carolina Area Details
Kelly L. Carter's Evergreen Investments Experience August 2007 - October 2009
Job Content manager, proposal writer, editor, communications, Web design, compliance
Industry Medical Practice
Experience
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

Narcisse Dargenson Narcisse Dargenson Charlotte, North Carolina Area Details
Narcisse Dargenson's Evergreen Investments Experience February 2005 - December 2009
Job Internal Sales at Evergreen Investments
Industry Financial Services
Experience
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

Lindsey Gage, CFA Lindsey Gage, CFA Exton, Pennsylvania Details
Lindsey Gage, CFA's Evergreen Investments Experience March 2004 - June 2005
Job Investment Analyst Citadel Federal Credit Union
Industry Financial Services
Experience
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

Rick Drew, CIMA® Rick Drew, CIMA® Greater New York City Area Details
Rick Drew, CIMA®'s Evergreen Investments Experience January 2007 - December 2009
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Adriana Shore Adriana Shore Greater New York City Area Details
Adriana Shore's Evergreen Investments Experience September 1998 - May 2000
Job Talent Acquisition Professional
Industry Staffing and Recruiting
Experience
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

Gary Savoie, CIMA, CIPM Gary Savoie, CIMA, CIPM Charlotte, North Carolina Area Details
Gary Savoie, CIMA, CIPM's Evergreen Investments Experience 2008 - 2009
Job Director of Investment Performance & Reporting
Industry Investment Management
Experience
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

Don J. Bravo Don J. Bravo Greater Boston Area Details
Don J. Bravo's Evergreen Investments Experience 2000 - 2010
Job Experienced Teacher, Trainer & Coach
Industry Financial Services
Experience
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

Gerald Brace Gerald Brace Greater New York City Area Details
Gerald Brace's Evergreen Investments Experience August 2004 - July 2007
Job MD at AlphaCentric Asset Mgmt
Industry Financial Services
Experience
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

Jingwei Qiao Jingwei Qiao Lewis Center, Ohio Details
Jingwei Qiao's Evergreen Investments Experience November 2004 - March 2006
Job Executive director at JPMorgan Chase
Industry Financial Services
Experience
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

Barry Golden Barry Golden Greater Boston Area Details
Barry Golden's Evergreen Investments Experience February 2002 - July 2004
Job Call Mentor at Automatic Data Processing
Industry Information Services
Experience
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

Larry Benedetto Larry Benedetto Greater Philadelphia Area Details
Larry Benedetto's Evergreen Investments Experience 2002 - March 2006
Job Director of Investment Performance & Analysis at Brandywine Global
Industry Investment Management
Experience
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

Jessica Wistran Jessica Wistran Greater Boston Area Details
Jessica Wistran's Evergreen Investments Experience May 1999 - July 2000
Job Attorney at Glovsky & Glovsky LLC
Industry Law Practice
Experience
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

JW Vitalone JW Vitalone New York, New York Details
JW Vitalone's Evergreen Investments Experience April 1997 - December 2002
Job Managing Director at Wedgewood Investment Group
Industry Investment Banking
Experience
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

Alex Flordelis, AAMS Alex Flordelis, AAMS Charlotte, North Carolina Area Details
Alex Flordelis, AAMS's Evergreen Investments Experience June 2004 - January 2010
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
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

David L. Brandon, PMP David L. Brandon, PMP Little Rock, Arkansas Area Details
David L. Brandon, PMP's Evergreen Investments Experience April 2004 - December 2005
Job Agile Project Manager at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
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

Sarah Morton Sarah Morton Greater Boston Area Details
Sarah Morton's Evergreen Investments Experience 2002 - 2005
Job Experienced Institutional Distribution professional
Industry Financial Services
Experience
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

Darpan Sharma Darpan Sharma Mckinney, Texas Details
Darpan Sharma's Evergreen Investments Experience 2004 - 2007
Job Application Architect/ Free Lance Java Professional
Industry Public Policy
Experience
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

Robert Massey Robert Massey Raleigh-Durham, North Carolina Area Details
Robert Massey's Evergreen Investments Experience November 1999 - December 2004
Job Business Consultant, First Data Corporation
Industry Financial Services
Experience
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.)

Leonardo Clavijo Leonardo Clavijo Greater Boston Area Details
Leonardo Clavijo's Evergreen Investments Experience January 2000 - June 2007
Job Regional Sales Manager Latin America at Goss International
Industry Machinery
Experience
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

Tim Barton, CFA Tim Barton, CFA Greater Atlanta Area Details
Tim Barton, CFA's Evergreen Investments Experience November 2004 - June 2006
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
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

Jenny Yuan Jenny Yuan San Jose, California Details
Jenny Yuan's Evergreen Investments Experience February 1990 - August 1998
Job Broker/Owner at Realty One GroupWorld Properties
Industry Real Estate
Experience
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

Brennan Bailey, PMP Brennan Bailey, PMP Charlotte, North Carolina Area Details
Brennan Bailey, PMP's Evergreen Investments Experience October 2006 - October 2009
Job
Industry Banking
Experience
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

Dan Savyckyj Dan Savyckyj Greater New York City Area Details
Dan Savyckyj's Evergreen Investments Experience 2001 - 2002
Job Americas External Supply QA at GSK CH
Industry Pharmaceuticals
Experience
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

SHERRY SUPERVILLE SHERRY SUPERVILLE Greater New York City Area Details
SHERRY SUPERVILLE's Evergreen Investments Experience May 1995 - December 2009
Job Dedicated, ChallengeDriven, Administrative Services Professional
Industry Banking
Experience
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

Anthony Camilleri, AAMS Anthony Camilleri, AAMS Greater New York City Area Details
Anthony Camilleri, AAMS's Evergreen Investments Experience November 2003 - June 2006
Job Regional Vice President at Capital Group
Industry Investment Management
Experience
Capital Group  November 2013 - Present
Invesco Ltd.  June 2010 - October 2013
DWS Investments  June 2006 - June 2010
Evergreen Investments   November 2003 - June 2006
Travelers  January 2001 - November 2003
OppenheimerFunds  January 1999 - December 2000
Merrill Lynch  September 1996 - December 1998

Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking

Education
Molloy College   1992 — 1994
B of A, Business Management

Hofstra University   1990 — 1992
Business Management

Nathan West Nathan West Providence, Rhode Island Details
Nathan West's Evergreen Investments Experience October 2005 - May 2009
Job Director, IT Finance & Enterprise FP&A
Industry Retail
Experience
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

John O'Rourke, PMP, ITIL v3 John O'Rourke, PMP, ITIL v3 Woonsocket, Rhode Island Details
John O'Rourke, PMP, ITIL v3's Evergreen Investments Experience September 2004 - December 2004
Job Sr. Advisor, Project Managemetnt at CVS Health
Industry Pharmaceuticals
Experience
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

Bill Friebel Bill Friebel Greater St. Louis Area Details
Bill Friebel's Evergreen Investments Experience 2003 - 2006
Job Vice President at Oppenheimer Funds
Industry Financial Services
Experience
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

Karen L. Roach Karen L. Roach Greater Boston Area Details
Karen L. Roach's Evergreen Investments Experience 2006 - 2009
Job Online Content Development | Communications Consultant | Writer
Industry Financial Services
Experience
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

Blake Payne Blake Payne Rocky Mount, North Carolina Area Details
Blake Payne's Evergreen Investments Experience February 2001 - February 2004
Job
Industry Financial Services
Experience
Commerce Bank  November 2006 - Present
The Nottingham Company  April 2003 - October 2006
Evergreen Investments   February 2001 - February 2004

Education
East Carolina University   1989 — 1993

Randy Crow Randy Crow Charlotte, North Carolina Area Details
Randy Crow's Evergreen Investments Experience March 2004 - September 2006
Job Manager, PMO at TIAACREF
Industry Investment Management
Experience
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

Eric Knauth Eric Knauth Charlotte, North Carolina Area Details
Eric Knauth's Evergreen Investments Experience February 2004 - August 2006
Job
Industry Information Technology and Services
Experience
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.

Mike Goguen Mike Goguen Greater Boston Area Details
Mike Goguen's Evergreen Investments Experience 2003 - 2009
Job Lead Analyst, Sales Analytics & Reporting at TIAACREF
Industry Financial Services
Experience
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

Adriane Collimore Adriane Collimore Greater New York City Area Details
Adriane Collimore's Evergreen Investments Experience 1987 - 1996
Job Senior Vice President at HIMCO
Industry Financial Services
Experience
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

Franco DiMartino Franco DiMartino Greater Philadelphia Area Details
Franco DiMartino's Evergreen Investments Experience August 2007 - Present
Job Director, High Yield Investments
Industry Investment Management
Experience
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

Jay Joyce CPA Jay Joyce CPA Greater Philadelphia Area Details
Jay Joyce CPA's Evergreen Investments Experience December 1999 - December 2008
Job Solutionist at Four Season Financial Group
Industry Financial Services
Experience
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

Benjamin Ralston Benjamin Ralston Charlotte, North Carolina Area Details
Benjamin Ralston's Evergreen Investments Experience March 2007 - August 2007
Job Associate Director of Annual Giving at Davidson College
Industry Higher Education
Experience
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

Howard Present Howard Present Greater Boston Area Details
Howard Present's Evergreen Investments Experience 2002 - 2004
Job Entrepreneur
Industry Investment Management
Experience
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

Craig Dauer, CFA Craig Dauer, CFA Richmond, Virginia Details
Craig Dauer, CFA's Evergreen Investments Experience June 1999 - March 2001
Job Director of Business and Commercial Analytics at kaléo
Industry Pharmaceuticals
Experience
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

William Naughton William Naughton Greater Boston Area Details
William Naughton's Evergreen Investments Experience January 2003 - October 2005
Job QA Manager at Fidelity Investments
Industry Financial Services
Experience
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

Michael Boutureira Michael Boutureira Princeton, New Jersey Details
Michael Boutureira's Evergreen Investments Experience January 1999 - April 2005
Job Director, Head of US Retail Alternative Investment Marketing at BlackRock
Industry Investment Management
Experience
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

Greg Cerra Greg Cerra Toronto, Canada Area Details
Greg Cerra's Evergreen Investments Experience March 2008 - June 2008
Job Regional VicePresident Sales Invesco Canada
Industry Financial Services
Experience
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

James Sims, CFA James Sims, CFA Portland, Oregon Details
James Sims, CFA's Evergreen Investments Experience 1999 - 2009
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
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

Liz Hartigan Liz Hartigan New York, New York Details
Liz Hartigan's Evergreen Investments Experience 2000 - 2003
Job Business Development Manager at Clifford Chance LLP
Industry Law Practice
Experience
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

Kelley Hogan (Willson) Kelley Hogan (Willson) Houston, Texas Area Details
Kelley Hogan (Willson)'s Evergreen Investments Experience 2002 - 2004
Job Manager, Sales at Hemline Boutique
Industry Retail
Experience
Hemline Boutique   2007 - Present
Evergreen Investments   2002 - 2004
Fidelity Investments  1999 - 2002

Education
Dean College   1984 — 1986

Neil Fleishman, CFA Neil Fleishman, CFA Greater New York City Area Details
Neil Fleishman, CFA's Evergreen Investments Experience 2004 - 2005
Job Director of Research at Green Markets (A Bloomberg BNA Business)
Industry Financial Services
Experience
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

Joseph Karpinski Joseph Karpinski Charlotte, North Carolina Area Details
Joseph Karpinski's Evergreen Investments Experience August 2001 - Present
Job Managing DirectorSVP at Evergreen Investments
Industry Investment Management
Experience
Wachovia, A Wells Fargo Company  2009 - Present
Evergreen Investments   August 2001 - Present

Education
Gannon University   1966 — 1970
B.S., Accounting

Sarah Barden Sarah Barden Charlotte, North Carolina Area Details
Sarah Barden's Evergreen Investments Experience June 2006 - July 2008
Job Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
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

Jeremy John Jeremy John Charlotte, North Carolina Area Details
Jeremy John's Evergreen Investments Experience 2004 - 2008
Job Investment Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
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

Joy Nelson Joy Nelson Greater Boston Area Details
Joy Nelson's Evergreen Investments Experience 2001 - 2005
Job Consultant
Industry Financial Services
Experience
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

Jay Gill Jay Gill Greater Boston Area Details
Jay Gill's Evergreen Investments Experience August 2000 - September 2009
Job ASE, Wells Fargo, Funds Management Group
Industry Financial Services
Experience
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

Sarvjit Singh Sarvjit Singh Greater Boston Area Details
Sarvjit Singh's Evergreen Investments Experience 1999 - 2004
Job Technology Operations/Infrastructure VP
Industry Information Technology and Services
Experience
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

Gordon Haight, CFA Gordon Haight, CFA Greater Boston Area Details
Gordon Haight, CFA's Evergreen Investments Experience June 2008 - November 2009
Job Sr Product Manager at John Hancock Investments
Industry Financial Services
Experience
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

Peter Sinton Peter Sinton Greater St. Louis Area Details
Peter Sinton's Evergreen Investments Experience 1999 - 2005
Job Managing Director, FA Integration and Growth at Wells Fargo Advisors
Industry Financial Services
Experience
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

Todd Kuimjian Todd Kuimjian Richmond, Virginia Area Details
Todd Kuimjian's Evergreen Investments Experience April 1994 - December 2009
Job Sr Vice President at Dynex Capital
Industry Investment Management
Experience
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

Carolyn Cable Carolyn Cable Charlotte, North Carolina Area Details
Carolyn Cable's Evergreen Investments Experience IT DeveloperEvergreen Investments2000 - 2007
Job IT Developer at Evergreen Investments
Industry Financial Services
Experience
Evergreen Investments   IT DeveloperEvergreen Investments2000 - 2007

Education
Gardner-Webb University

Harry Fleck Harry Fleck Charlotte, North Carolina Area Details
Harry Fleck's Evergreen Investments Experience May 2003 - February 2009
Job Senior Fixed Income Trading
Industry Investment Management
Experience
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

Shannon Crowley Shannon Crowley Greater Chicago Area Details
Shannon Crowley's Evergreen Investments Experience July 2008 - May 2009
Job Senior Marketing Strategist
Industry Financial Services
Experience
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

Leah Antaya Leah Antaya Greater Boston Area Details
Leah Antaya's Evergreen Investments Experience February 2006 - October 2009
Job Customer Service Representative at Eastern Bank
Industry Financial Services
Experience
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

Michael Koonce Michael Koonce Greater Boston Area Details
Michael Koonce's Evergreen Investments Experience 1998 - 2008
Job Managing Counsel at Wells Fargo
Industry Financial Services
Experience
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

Doug Wertz Doug Wertz Greater Detroit Area Details
Doug Wertz's Evergreen Investments Experience 1996 - 1999
Job VicePresident at Deutsche Bank
Industry Financial Services
Experience
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

Chad Peters Chad Peters Greater Philadelphia Area Details
Chad Peters's Evergreen Investments Experience June 2006 - October 2006
Job Vice President at State Street
Industry Investment Management
Experience
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

Frank Marckioni Frank Marckioni Greater New York City Area Details
Frank Marckioni's Evergreen Investments Experience May 2008 - September 2009
Job Institutional Sales at Wells Capital Management
Industry Investment Management
Experience
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

Peter DeCaprio Peter DeCaprio Greater Boston Area Details
Peter DeCaprio's Evergreen Investments Experience December 2002 - August 2006
Job Partner at Crow Point Partners
Industry Financial Services
Experience
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

Henry Akian Henry Akian Greater Boston Area Details
Henry Akian's Evergreen Investments Experience 1993 - 1998
Job Instructor at Sanford Brown CollegeBoston
Industry Higher Education
Experience
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

Colleen (McGowan) Whalen Colleen (McGowan) Whalen Greater Boston Area Details
Colleen (McGowan) Whalen's Evergreen Investments Experience May 2006 - January 2007
Job Compliance Manager at Wells Capital Management
Industry Financial Services
Experience
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

Joseph Karpinski, CPA CFA AIF CGMA Joseph Karpinski, CPA CFA AIF CGMA Matthews, North Carolina Details
Joseph Karpinski, CPA CFA AIF CGMA's Evergreen Investments Experience 2001 - 2010
Job Area Executive Vice President, Institutional Investment & FiduciaryServices Practice of Arthur J. Gallagher & Co..
Industry Investment Management
Experience
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

Carl Licence Carl Licence Cambridge, Massachusetts Details
Carl Licence's Evergreen Investments Experience January 1988 - January 1997
Job Business System Analyst at Harvard University
Industry Higher Education
Experience
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

David Bate David Bate Greater Boston Area Details
David Bate's Evergreen Investments Experience December 2007 - Present
Job Business Analyst Derivatives at Evergreen Investments
Industry Investment Management
Experience
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

Jennifer Harper Jennifer Harper Columbia, South Carolina Area Details
Jennifer Harper's Evergreen Investments Experience November 2007 - June 2009
Job Student
Industry Mental Health Care
Experience
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

Chris Hooper Chris Hooper Chicago, Illinois Details
Chris Hooper's Evergreen Investments Experience January 2000 - January 2007
Job Senior Vice President, Business Development, Mutual Funds
Industry Financial Services
Experience
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

Donald R. Jones Donald R. Jones Greater New York City Area Details
Donald R. Jones's Evergreen Investments Experience March 2002 - February 2006
Job Independent Associate at Viridian Energy Affordable, Responsible Energy. Rutgers Environmental Steward
Industry Renewables & Environment
Experience
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

Meredith McCully Meredith McCully Greater Boston Area Details
Meredith McCully's Evergreen Investments Experience 2004 - 2008
Job Account Management
Industry Financial Services
Experience
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

Joe Williams, CIMA Joe Williams, CIMA Greater New York City Area Details
Joe Williams, CIMA's Evergreen Investments Experience January 2008 - September 2009
Job SVP, National Sales Manager at Cohen and Steers
Industry Financial Services
Experience
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

Marc Hineman, MBA Marc Hineman, MBA Charlotte, North Carolina Area Details
Marc Hineman, MBA's Evergreen Investments Experience 2005 - September 2009
Job Director, Market Structure & Electronic Trading Services COO at Wells Fargo Securities
Industry Capital Markets
Experience
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

Richard Farris Richard Farris Charlotte, North Carolina Area Details
Richard Farris's Evergreen Investments Experience March 2007 - August 2009
Job AVP Business Analyst at Wells Fargo
Industry Investment Management
Experience
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

David Bate, CFA David Bate, CFA Greater Boston Area Details
David Bate, CFA's Evergreen Investments Experience December 2007 - Present
Job Business Analyst at Evergreen Investments
Industry Investment Management
Experience
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

Paul Valdes Paul Valdes Greater New York City Area Details
Paul Valdes's Evergreen Investments Experience September 1996 - October 2006
Job V.P. Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
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

Patrick LeBlanc Patrick LeBlanc Greater Pittsburgh Area Details
Patrick LeBlanc's Evergreen Investments Experience 2006 - 2009
Job Regional Director
Industry Financial Services
Experience
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

Court West Court West Greater Philadelphia Area Details
Court West's Evergreen Investments Experience 2007 - 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
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

Mark Wittleder, CFP® Mark Wittleder, CFP® Indianapolis, Indiana Area Details
Mark Wittleder, CFP®'s Evergreen Investments Experience 2007 - 2009
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
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

Benjamin M. Walker Benjamin M. Walker Greater Atlanta Area Details
Benjamin M. Walker's Evergreen Investments Experience 2001 - 2005
Job Investment Portfolio Analyst at Aon Hewitt
Industry Banking
Experience
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

Caroline Gélinas Caroline Gélinas Boston, Massachusetts Details
Caroline Gélinas's Evergreen Investments Experience May 2002 - February 2006
Job Executive Assistant at Roman Catholic Archdiocese of Boston Saint Cecilia Parish
Industry Religious Institutions
Experience
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

Patrick Bannigan Patrick Bannigan Kansas City, Missouri Area Details
Patrick Bannigan's Evergreen Investments Experience 1995 - 2002
Job Executive Vice President & Chief Financial Officer at American Century Investments
Industry Investment Management
Experience
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

Jennifer Matthews Lewis Jennifer Matthews Lewis Charlotte, North Carolina Area Details
Jennifer Matthews Lewis's Evergreen Investments Experience August 2000 - October 2004
Job Sales with Wells Fargo, Consumer Lending Group
Industry Consumer Electronics
Experience
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

Carleen MacNeill Carleen MacNeill Greater Boston Area Details
Carleen MacNeill's Evergreen Investments Experience 2000 - 2001
Job HR Specialist / Generalist at Somerville Public Schools
Industry Security and Investigations
Experience
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

Scott Croner, CPA Scott Croner, CPA Charlotte, North Carolina Area Details
Scott Croner, CPA's Evergreen Investments Experience January 2008 - March 2008
Job Accountant at Wells Fargo
Industry Investment Management
Experience
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

Denise Pollock Denise Pollock Greater Boston Area Details
Denise Pollock's Evergreen Investments Experience 1994 - 1997
Job Director of Market Data at Fidelity Investments
Industry Financial Services
Experience
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

Eartha M. Graham, PMP Eartha M. Graham, PMP Greater New York City Area Details
Eartha M. Graham, PMP's Evergreen Investments Experience 1997 - 1999
Job Experienced Program Manager/Professional Trainer
Industry Information Technology and Services
Experience
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

Julia Bond Julia Bond Charlotte, North Carolina Details
Julia Bond's Evergreen Investments Experience September 2000 - March 2006
Job Research Director at Wells Fargo Investment Institute
Industry Research
Experience
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

Steven Ullo Steven Ullo Boston, Massachusetts Details
Steven Ullo's Evergreen Investments Experience January 2000 - Present
Job Vice President Operational Risk IT Wells Fargo
Industry Financial Services
Experience
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

Emily Twombly Emily Twombly Rockport, Massachusetts Details
Emily Twombly's Evergreen Investments Experience October 2004 - September 2005
Job Dance Studio Owner and Instructor
Industry Performing Arts
Experience
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

Francis X. Claro Francis X. Claro Boston, Massachusetts Details
Francis X. Claro's Evergreen Investments Experience 1994 - December 2009
Job Founder and Portfolio Manager at Contrast Capital Management, LLC
Industry Investment Management
Experience
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)

Sarah Gibby Sarah Gibby Greater Boston Area Details
Sarah Gibby's Evergreen Investments Experience October 2000 - January 2001
Job Treasurer at Merrimac Condo Association
Industry Information Technology and Services
Experience
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

Chad Moseng Chad Moseng Glenside, Pennsylvania Details
Chad Moseng's Evergreen Investments Experience 1999 - 2002
Job Advisory Trading & Trade Support Specialist at Janney Montgomery Scott
Industry Financial Services
Experience
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

Bart McNeil Bart McNeil Boston, Massachusetts Details
Bart McNeil's Evergreen Investments Experience February 2000 - April 2004
Job Financial Advisor at New York Life
Industry Public Relations and Communications
Experience
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

Daniel Franciscus Daniel Franciscus Providence, Rhode Island Area Details
Daniel Franciscus's Evergreen Investments Experience December 1997 - November 1999
Job Entrepreneur and Business Manager
Industry Recreational Facilities and Services
Experience
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

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