Evergreen Investments
Industry: Investment management company
DescriptionEvergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm
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Evergreen Investments Employees
Monster.com June 2015 - Present
IBM February 2009 - June 2015
Bank of America January 2006 - August 2008
Evergreen Investments September 2003 - August 2005
Standish Mellon Asset Management February 2003 - September 2003
State Street Research & Management Company June 1999 - September 2002
Skills
SaaS, Lead Generation, Analytics, Product Management, Business Development, Vendor Management, New Business Development, Process Improvement, Financial Services, Account Management, Strategic Planning, Business Analysis, Product Marketing, Project Management, Sales Process, Management, Strategy, Leadership, Sales, Marketing, CRM, Marketing Communications, Enterprise Software, Professional Services, Strategic Partnerships, Sales Management, Solution Selling, Sales Enablement, Cross-functional Team..., Coaching, Demand Generation, Competitive Analysis, Salesforce.com
Education
Ithaca College
BA, Psychology
Fiserv Lending Solutions September 2013 - Present
Oakbrook Solutions 2011 - April 2015
Barclaycard 2010 - 2011
BARCLAYCARD US 2010 - 2011
Evergreen Investments 2006 - 2010
Delaware Investments 1996 - 2006
PNC Bank 1978 - 1995
Skills
Project Management, Budgeting and Planning, Business Analysis, Operations and..., Relationship Management, Accounting/Reconciliatio..., Quality Control, Training of deliverables
Education
Rosemont College
MBA, Management
Saint Joseph's University
BS, Human Services Administration
The George Washington University
Project Management
TIAA-CREF April 2010 - January 2013
Sentinel Investments February 2007 - May 2009
T. Rowe Price April 2005 - January 2007
Waddell & Reed/Ivy Funds October 2003 - April 2005
Banc of America Capital Management/Nations Funds May 1999 - February 2003
Evergreen Investments April 1998 - November 1998
AIM Distributors, Inc. February 1997 - March 1998
State Street Research August 1994 - February 1997
Liberty Mutual Insurance January 1992 - July 1994
Skills
Mutual Funds, Investments, Asset Managment, Asset Management, Competitive Analysis, Strategy, Marketing, Product Marketing, Marketing Communications, Marketing Strategy, Financial Services, Product Management, Market Research, Leadership, Management, Advertising, Business Development, Integrated Marketing
Education
Northeastern University 1987 — 1991
BS, Communications
Cambia Health Solutions July 2015 - Present
Cambia Health Solutions August 2013 - July 2015
Cambia Health Solutions September 2012 - September 2013
Intel Corporation October 2011 - August 2012
Intel Corporation June 2009 - December 2011
Intel Corporation December 2007 - September 2009
Intel Corporation June 2006 - January 2008
Evergreen Investments June 2005 - August 2005
Skills
Cross-functional Team..., Strategy, Analysis, Process Improvement, Financial Analysis, Financial Modeling, Budgets, Business Strategy, Data Analysis, Project Planning, Team Leadership, Leadership, Management, Strategic Financial..., Analytics, Business Analysis, Strategic Planning, Business Intelligence, Entrepreneurship, Business Process, Finance, Forecasting, Program Management, Business Process..., SAP, Variance Analysis, Competitive Analysis, Start-ups, Health Insurance, Financial Reporting, Financial Forecasting, Corporate Finance, Business Planning, Project Management, Sarbanes-Oxley Act, Market Research, Risk Management, People Development, University Teaching, Coaching, Monte Carlo Simulation, Managerial Finance, Employee Training, Training Delivery, Return on Investment, Disruptive Technologies, Microsoft Excel, Crystal Ball, NPV, ROI Optimization
Education
Portland State University - School of Business 2010 — 2012
Master of Business Administration, Entrepreneurship and Innovation Management, Cumulative GPA: 3.90
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BS Business Administration, BA Journalism, Finance, Advertising, Cumulative GPA: 3.18
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
Wells Fargo 2004 - Present
Wachovia 2000 - 2004
Evergreen Investments 2000 - 2004
Skills
Leadership, Talent Management, Market Research, Series 7, Sales, Business Strategy, New Business Development, Operating Budgets, Marketing, Management, Sales Management, Business Development, Strategy, Marketing Strategy, Retirement, Relationship Management, Financial Services, Investments, Finance, Wealth Management, Banking, Risk Management, Retirement Planning, Mutual Funds
Education
Niagara University 1982 — 1986
Liberal Arts
AllianceBernstein June 2005 - Present
Morgan Stanley Investment Management 1997 - 2005
Morgan Stanley Distributors 1997 - 2005
Evergreen Investments 1993 - 1997
Yamaichi International 1988 - 1993
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Securities, Series 7, Bloomberg, Alternative Investments, Asset Managment, Series 63, Trading, Investment Advisory, Commodity, Asset Management, Mutual Funds, Investment Management, Trading Systems, Asset Allocation, Electronic Trading, Bonds, ETFs, Fund Of Funds
Education
New York Law School 1980 — 1983
JD
Stony Brook University 1977 — 1980
BA, Economics and Computer Science
Fred Alger Management May 2011 - Present
Fred Alger Management March 2010 - May 2011
Evergreen Investments April 2008 - March 2010
Wachovia, A Wells Fargo Company June 2007 - April 2008
Evergreen Investments June 2007 - April 2008
Skills
Asset Allocation, Separately Managed..., Leadership, Sales, Equities, Marketing, Fixed Income, Leadership Development, Series 63, Mutual Funds, Financial Modeling, Investments, Alternative Investments, Investment Advisory, Financial Services, Retirement, Retirement Planning, Investment Management, Portfolio Management, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelors of Science, Business Administration
Universiteit Maastricht 2006 — 2006
Study Abroad Program, Business
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
Wells Capital Management September 2009 - Present
Evergreen Investments June 2006 - September 2009
HSBC Card Services April 2005 - June 2006
First Guarantee Mortgage, LLC January 2003 - April 2005
Dale Laboratories February 2002 - July 2002
Skills
C#, .NET, SQL, Fixed Income, Java, Trading Systems, Microsoft SQL Server, ASP.NET, Asset Management, Bloomberg, Crystal Reports
Education
Rochester Institute of Technology 2001 — 2003
Master, Computer Science
University of Rochester 1999 — 2000
Master, Mechanical Engineering
Tongji University 1991 — 1996
BS, Mechanical Engineering
Vulpine Technology Corporation March 2011 - Present
Wells Capital Management November 2009 - March 2011
Evergreen Investments March 2007 - November 2009
Legg Mason Investment Counsel 2005 - 2007
T. Rowe Price 2000 - 2005
T. Rowe Price 2000 - 2002
Skills
Fixed Income, Trading Systems, Asset Managment, Equities, Portfolio Management, Trading, Business Analysis, Bloomberg, Securities, Investments, Mutual Funds, Risk Management, Derivatives, Financial Services, Hedge Funds, Electronic Trading, Options, SQL, Series 7, SDLC, Asset Management, Investment Management, Order Management
Education
Salisbury University 1995 — 1999
BACHELORS, English
Vanguard September 2013 - Present
iShares, BlackRock 2009 - September 2013
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2004 - 2007
Federated Investors, Inc. 2002 - 2004
Evergreen Investments 2001 - 2001
Skills
ETFs, Alternative Investments, Structured Products, Mutual Funds, Qualified Retirement...
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Finance
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Nova 401(k) Associates June 2013 - Present
Charlotte Succession, Inc. 2003 - Present
Prudential Financial June 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - July 2012
McKesson Corporation: RelayHealth July 2009 - July 2010
Evergreen Investments June 2007 - October 2008
Wachovia Corporation: Wachovia Securities, LLC August 2005 - June 2007
Skills
Negotiation, Business Acumen, Customer Relations, Retirement, Investments, Series 7, Asset, Fixed Income, Cold Calling, Mutual Funds, 401k, Separately Managed..., Wholesaling, Plan Design, FINRA, Pensions, Investment Products, Series 63, Asset Allocation, ERISA, Wholesale, Employee Benefits, Defined Benefit, Customer Service
Education
North Carolina State University - College of Management 2000 — 2004
Bachelors of Science, Business Management - Finance & Marketing
Alinean Corp April 2010 - Present
Bank of America September 2008 - February 2009
Evergreen Investments May 2007 - September 2008
Countrywide Securities Corporation October 2005 - May 2007
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Michigan State University
State Street Bank 2006 - April 2011
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
Education
Penn State University 1990 — 1995
Bachelor of Science, Major in Finance, Minor in Economics
Vanguard February 2012 - Present
Vanguard September 2010 - February 2012
Evergreen Investments March 2007 - December 2009
Columbia Management (Bank of America) April 2004 - March 2007
Harris Direct LLC (ETrade) August 2000 - April 2004
Skills
Series 7, Portfolio Management, Capital Markets, Competitive Analysis, Consultative Selling, Mutual Funds, Selling, Asset Allocation, Equities, Finance, ETFs, Securities, Series 63, Investments, Financial Services, Asset Management, Leadership
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, International Concentration
North Carolina State University 1997 — 2000
BA, Political Science
Fidelity Investments April 2011 - Present
Fidelity Institutional Investment Services (FIIS) November 2009 - May 2011
Evergreen Investments June 2005 - October 2009
Columbia Management June 2000 - June 2005
Wellington Management Group 1994 - 1999
Skills
Product Management, Mutual Funds, Investment Management, Product Development, Business Strategy, Portfolio Performance..., Closed-end Funds, CFA, Process Improvement, Innovation Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Candidate
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
MCMC LLC October 2013 - Present
Grand Circle Corporation January 2011 - August 2012
Grand Circle Travel January 2010 - January 2011
Evergreen Investments September 2007 - November 2009
Evergreen Investments September 2007 - November 2009
Outback Steakhouse February 2003 - March 2009
PIlgrim Area Collaborative September 2004 - September 2007
Skills
Purchasing, Analysis, Management, Customer Service, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Time Management, Customer Satisfaction, Event Management, Public Speaking
Education
Quincy college 2012 — 2013
Health care admin, Health/Health Care Administration/Management
Massasoit Community College 2000 — 2003
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Silver Lake Regional High School
High School Diploma
Cambridge Associates LLC 2007 - Present
Boston Ballet January 2007 - May 2007
Scholastic May 2006 - August 2006
Reebok May 2005 - August 2005
Evergreen Investments July 2002 - July 2004
Petra Limited 2000 - 2002
Skills
Business Strategy, Strategy, Valuation, Emerging Markets, Financial Modeling, Due Diligence, Private Equity, Investments, Business Development, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2007
MALD, International Business Relations
The George Washington University 1997 — 2001
BA, International Affairs
The George Washington University Elliot School of International Affairs 1997 — 2001
BA, International Economics and Political Science
The Collegiate School 1984 — 1997
High School Diploma
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Deloitte April 2015 - Present
Pricewaterhouse Coopers 2009 - March 2015
BearingPoint May 1999 - June 2009
Evergreen Investments December 1997 - May 1999
KPMG Consulting July 1992 - December 1997
DST Systems April 1984 - July 1992
KSHB-TV September 1985 - September 1986
Skills
Asset Managment, Investments, Wealth Management, Mutual Funds, Strategy, Financial Services, Business Process..., Investment Management, Banking, Insurance, Management, Management Consulting, Business Transformation, Leadership, Financial Advisory, Asset Management, Due Diligence, Mergers & Acquisitions, Salesforce.com..., CRM, Managing Accounts, Enterprise Software
Education
INSEAD 2012 — 2012
Executive Leadership Program, Strategic Leadership
Yale University - Yale School of Management 2008 — 2008
Executive Leadership, Yale School of Management
Rockhurst University 1984 — 1989
MBA, Finance
Northwestern University 1979 — 1983
Bachelor of Science, Communications
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
Wells Capital Management April 2009 - Present
Evergreen Investments June 2008 - April 2009
Greenwich Associates February 2004 - June 2008
Business Wire September 2003 - January 2004
Skills
Investments
Education
Middlebury College
BA, Economics and Spanish
Equity Investment Corp. June 2012 - Present
Multi-Funds, Inc. May 2008 - June 2012
Evergreen Investments March 2005 - May 2008
Prudential Financial May 1997 - January 2005
Education
Seton Hall University 1998 — 2000
MBA, Finance
Saint Bonaventure University 1990 — 1994
BS, Accounting
Delaware Investments, a member of the Macquarie Group May 2010 - Present
PhillyHelpDesk.com May 2006 - May 2010
Evergreen Investments August 2003 - August 2009
Deutsche Bank 2001 - 2003
SEI Investments June 2000 - August 2001
Prudential Securities March 2000 - June 2000
Morgan Stanley Investment Management January 1999 - March 1999
Lehigh Valley Futures September 1998 - December 1998
Pine Valley Golf Club March 1995 - September 1998
Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis
Education
Moravian College 1996 — 2000
BA, Economics
Bishop Eustace Preparatory School 1992 — 1996
St. Rose of Lima 1983 — 1992
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Janus Capital Group October 2010 - Present
Evergreen Investments June 2003 - October 2009
OppenheimerFunds June 1998 - April 2003
American International Group October 1994 - May 1998
Chase Manhattan Corporation June 1976 - October 1994
Skills
Portfolio Management, Investments, Asset Management, Banking, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1976
MS, Industrial Engineering
Rensselaer Polytechnic Institute 1971 — 1975
BS, Physics
Wells Fargo Investments July 2010 - Present
Evolution Markets Inc. March 2014 - February 2015
Evergreen Investments 2009 - 2010
Miletus Trading January 2004 - July 2005
Instinet Corporation November 1987 - May 2003
Skills
Operations Management, Team Leadership, Analytics, Capital Markets, Equities, Fixed Income, Securities, Derivatives, Risk Management, Due Diligence, Business Analysis, Customer Relations, Excel, Process Improvement, Analysis, Problem Solving, Change Management, Customer Service, PowerPoint, Word, Bloomberg, Mergers, Banking, Program Management, Research, Team Building, Accounting, Bond Pricing, Convertible Bonds, Finance, Government Bonds, High Yield Bonds, Investments, Microsoft Word, Trading, Access, Mergers & Acquisitions, Trading Systems, Municipal Bonds, Portfolio Management, Settlement, Microsoft Excel, Bonds
Education
Kingsborough Community College 1987 — 1988
Bachelor of Science (BS), FASHION MERCHANDISING
Satellite Academy 1985 — 1987
HIGH SCHOOL, business
Adeptyx Consulting April 2010 - Present
Evergreen Investments January 2002 - June 2010
Bank of America 2010 - 2010
State Street Research 2001 - 2002
Symphoni Interactive 1999 - 2001
oechsle 1989 - 1998
Skills
Relationship Management, Process Improvement, Process Redesign, Acquisitions, Liaison, CRD, Portia, Financial Services, Team Building, Securities, Asset Managment, Risk Management, Financial Risk, Fixed Income, Mutual Funds, Asset Management, Derivatives, Trading
Education
Northeastern University
Computer Science
J.P.Morgan Asset Management March 2009 - Present
Evergreen Investments March 2006 - March 2009
Merrill Lynch September 2004 - March 2006
Morgan Stanley June 2002 - September 2004
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education, Certified Investment Management Analyst (CIMA®) Program
Isenberg School of Management, UMass Amherst 2000 — 2002
Master of Business Administration (MBA), Concentration : Investments
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (BA), Economics, minor in Chinese
Wells Fargo Bank June 2009 - Present
Boy Scouts of America 2012 - 2013
Wachovia April 2003 - June 2009
Lane Angell Design 2002 - 2006
Evergreen Investments May 1996 - March 2002
Corporate Creative December 1991 - May 1996
Jacobs Press 1989 - 1991
Skills
Direct Mail, Graphic Design, Adobe Creative Suite, Integrated Marketing, Creative Direction, CRM, Graphics, Leadership, InDesign, Photography, Brand Development, Management, Marketing, Marketing Communications, Advertising, Sales, Email Marketing, Strategic Planning, Social Media, Web Design, Illustrator
Education
Louisiana Tech University 1985 — 1988
Bachelor of Fine Arts, Graphic Design
Spartanburg High
Citizens Bank June 2011 - November 2011
Forsythe April 2010 - July 2010
Evergreen Investments May 2006 - December 2009
MFS Investment Management February 2000 - May 2006
The May Institute 1994 - 1998
Skills
Process Improvement, Project Management, Analysis
Education
Lesley University 1994 — 1996
Master - Ed, Special Ed Pre-K - 9th Grade
Merrimack College 1990 — 1994
Psychology
Malden High School 1986 — 1990
Wells Fargo Asset Management March 2011 - Present
Wells Fargo Asset Management May 2007 - March 2011
Evergreen Investments January 2006 - May 2007
Evergreen Investments March 2005 - January 2006
North Carolina Department of Public Instruction May 2003 - March 2005
Skills
PowerPoint, Charles River IMS, Bloomberg, Equities, Investment Management, Factset, Advent Portfolio..., Excel, William O'Neil WONDA, SatuitCRM, eVestment Alliance..., Zephyr Analytics, Lipper LANA, Portfolio Management, Equities Technology, Fixed Income, Portfolio Performance..., Trading, Trading Systems, Institutional..., Linedata, StreetAccount, Zephyr, Lipper, Microsoft Excel, Financial Modeling, Investments
Education
North Carolina State University 1998 — 2002
Bachelor of Science (BS), Statistics
Wells Fargo Advisors LLC 2005 - Present
Evergreen Investments 2004 - 2005
Smith Barney 2003 - 2004
IJL / Wachovia 2001 - 2003
Skills
Investments, Portfolio Management, Investment Management, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, 401k, Finance, Retirement, Mutual Funds, Investment Advisory, Securities, Alternative Investments, Risk Management, Equities, Financial Analysis, Fixed Income
Education
Queens University of Charlotte 1999 — 2003
MBA, Business
North Carolina State University - College of Management 1994 — 1998
BS, Finance
Charlotte Catholic High School
Sitters Without Borders 2014 - Present
Nixon Peabody 2012 - Present
Palmer & Dodge LLP 2004 - 2012
Edwards Wildman Palmer LLP 2004 - 2012
Choate Hall & Stewart LLP 2006 - 2009
RINET Company, LLC 2001 - 2004
Evergreen Investments 1997 - 2001
Skills
Estate Planning, Corporate Governance, Bankruptcy, Securities, Legal Research, Estate Administration, Legal Writing, Trusts, Due Diligence, Tax, Tax Law, Wills, Estate Law
Education
Northeastern University 1988 — 2009
BSBA, FINANCE, summa cum laude
Northeastern University
Bachelor of Science (B.S.), Finance, General
Siemens Healthcare Diagnostics September 2012 - Present
Ictus Initiative September 2011 - September 2012
Salmagundi December 2010 - September 2011
Villa Victoria Center for the Arts 2010 - 2011
ZZK Records/ WhatsUpBuenosAires.com February 2010 - October 2010
Ictus Initiative October 2008 - August 2010
Evergreen Investments January 2007 - October 2008
EF Education August 2006 - November 2006
Park Plaza Hotel September 2005 - January 2006
Rollins College Office of Career Services October 2002 - January 2006
Skills
Marketing Management, Global Marketing, Online Marketing, Brand Development, Communications Strategy, Marketing Communications, Social Media, Social Media Marketing, Account Management, Multilingual, Spanish, German, Fluent English, Latin America, Small Business..., Media & Entertainment, LGBT issues, Public Relations, Press Releases, SEO, SEM, Media Relations, Event Management, Copywriting, Event Planning, Email Marketing, PowerPoint, Editing, Public Speaking, Digital Marketing, Customer Relations, Marketing Strategy, Blogging, Promotions, Word, Social Networking, Microsoft Office, Direct Marketing, Customer Service, Strategic Planning, PPC, Excel, Team Building, International Business, Business Strategy, Marketing Research, Online Advertising, Outlook, Google Adwords, Content Management
Education
Suffolk University 2008 — 2011
Global MBA, Marketing
Rollins College 2002 — 2006
B.A, Spanish
KAPITO SPRACHSCHULE 2005 — 2005
Zertifikat Deutsch, German Language
Universität Trier 2005 — 2005
Semester abroad, Germanic Languages, Literatures, and Linguistics
Universidad de Oviedo 2004 — 2004
Semester abroad, Spanish and Iberian Studies
Randolph High School 1998 — 2002
High School Diploma
Wells Fargo Advisors April 2015 - Present
Wells Fargo December 2013 - March 2015
Wells Fargo Advisors May 2011 - December 2013
BD Education Group, LLC January 2010 - September 2011
Evergreen Investments March 2008 - March 2010
LPL September 2007 - March 2008
Evergreen Investments June 2006 - September 2007
Evergreen Investments July 2004 - May 2006
Wachovia Securities, LLC October 2002 - July 2004
American Express Financial Advisors August 2001 - October 2002
Skills
Mutual Funds, Series 7, Management, Series 63, Financial Services, Retirement Planning, Finance, Sales, Investments, Leadership, Executive Coaching
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, International Business, Marketing
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Loomis, Sayles & Company August 2000 - Present
Evergreen Investments October 1997 - August 2000
Leverone & Associates, CPA's January 1991 - October 1997
Skills
Leadership, Management, Strategy, Strategic Planning, Strategies, Integration, CRM, Product Management, Business Analysis, Relationship Management, Mobile Applications, SDLC, Software Project..., Enterprise Software, Asset Management, Finance, Investments, Investment Management, Business Process..., Alternative Investments, Vendor Management, Analysis, Enterprise Architecture, Mutual Funds, Budgets, Analytics, Competitive Analysis, Consulting, Software Development, Business Intelligence, Project Planning, Requirements Analysis, Marketing, Business Development, Project Management, Team Leadership
Education
Norwich University 1986 — 1990
BS, Accounting
Falmouth High School 1982 — 1986
Rauxa January 2015 - Present
RAPP March 2004 - January 2015
Merkley & Partners June 2003 - September 2003
Euro RSCG 4D January 2002 - June 2002
Evergreen Investments January 2001 - June 2001
Vellucci Insurance January 2000 - June 2000
Deutsch June 1999 - September 1999
Skills
Digital Strategy, Keynote, Digital Marketing, eCRM, Communications Planning, Social Media, Integrated Marketing, Experience Planning, Interactive Marketing, Direct Marketing, Marketing Strategy, Web Analytics, Database Marketing, Customer Insight, Direct Mail, Online Advertising, Marketing Communications, Creative Direction, User Experience, Creative Strategy, Segmentation, Analytics, Mobile Marketing, Marketing, Marketing Research, Online Marketing, Strategy, Brand Development, Media Planning, Relationship Marketing, Interactive Advertising, Digital Media, SEM
Education
Northeastern University 1998 — 2003
BSBA, Marketing/Finance
Havener Capital Partners LLC April 2015 - Present
CAIS Group April 2014 - April 2015
Nuveen Investments April 2011 - April 2014
J.P. Morgan Funds October 2009 - April 2011
Verndale January 2009 - October 2009
Evergreen Investments December 2006 - January 2009
Morgan Stanley April 2004 - December 2006
Skills
Mutual Funds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Merrimack College 1998 — 2002
BS, Finance, Economics
Manulife Asset Management January 2011 - Present
Evergreen Investments September 2004 - January 2011
Fidelity Investments July 2001 - August 2004
Goldman Sachs 1999 - 1999
Skills
Value Investing, Industry Analysis, Factset, Equity Research, Investments, Equities, Portfolio Management, Equity Valuation, Bloomberg, Fundamental Research, Mutual Funds, Valuation, Financial Modeling, Asset Management, Asset Allocation, Economics, Investment Management
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Stuyvesant H.S. 1993 — 1997
MetLife December 2013 - Present
Capital Advisors Group March 2010 - November 2013
Evergreen Investments July 2005 - February 2010
Bank of America August 1991 - June 2005
Skills
Investments, Fixed Income, Investment Management, Relationship Management, Sales, Financial Services, Alternative Investments, Treasury Management, Cash Management, Portfolio Management, Financial Modeling, Mutual Funds, Strategic Financial...
Education
Pfeiffer University 2006 — 2008
Master's degree, Business
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Accounting
Wingate University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
North Forsyth
J.P. Morgan June 2013 - Present
State Street June 2005 - May 2013
Evergreen Investments June 2005 - November 2006
Skills
Investments, Financial Services, Trading Systems, Business Analysis, Fixed Income, Alternative Investments, Derivatives, Operations Management, Change Management, Offshore Outsourcing, Bloomberg
Education
Penn State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 2001 — 2005
Bachelor of Science (B.S.), Finance, General
MFS Investment Management June 2013 - Present
MFS Investment Management October 2009 - May 2013
MFS Investment Management October 2008 - September 2009
Evergreen Investments September 2007 - September 2008
Skills
Series 63, Series 7, Series 6, Proficient in French. ..., Sales, Retirement, Asset Allocation, Finance, Investments, Mutual Funds, Relationship Management, Asset Management
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston College High School 1998 — 2002
United Natural Foods October 2014 - Present
UnitedHealth Group March 2014 - August 2014
Aetna May 2012 - February 2014
Pearson Education October 2009 - May 2012
Pearson North America August 2007 - October 2009
Vestmark 2006 - 2007
Evergreen Investments 2005 - 2006
State Street 2004 - 2005
Omgeo 2002 - 2004
NuGenesis 2000 - 2001
Skills
Quality Management, Agile, SDLC, Quality Assurance, Test Strategy, Test Planning, User Acceptance Testing, Quality Center, Business Analysis, Requirements Analysis, Customer Relations, Certified Scrum Master..., Project Planning, Problem Solving, JIRA, Rally, XML, FIX, SWIFT, Agile Project Management, Process Improvement, Software Quality..., Software Project..., Software Documentation, Agile Methodologies, Enterprise Software, Integration, Test Automation, Scrum, Testing, Performance Testing, Customer Service, Project Management, Product Management, Manual Testing, Regression Testing, SOA, Requirements Gathering, Oracle, Visio, System Testing, Release Management, Java, Software Engineering, Business Requirements, Test Management, SWIFT payments, HP Quality Center
Education
Northeastern University 1988 — 1989
Certificate, MIS
Courtier Wines June 2015 - Present
Palomino Property Group June 2014 - Present
First Republic Bank May 2012 - May 2014
Cooley Godward Kronish LLP November 2008 - May 2012
VLG Investments January 2001 - October 2008
Evergreen Investments 1997 - 2001
Skills
Venture Capital, Mergers, Private Equity, Due Diligence, Securities, Corporate Law, Investments, Mergers & Acquisitions, Litigation, Capital Markets, Portfolio Management, Corporate Governance, Business Strategy, Asset Management, Finance, IPO, Financial Modeling, Corporate Development, Acquisitions, Corporate Finance, Financial Analysis, Securities Regulation, Equities, Valuation, Hedge Funds, Restructuring, Start-ups, Risk Management, Investment Banking, Credit, Alternative Investments, Investor Relations, Executive Management, Loans, Financial Services, Mutual Funds, Strategic Financial..., Commercial Lending, Banking, Leveraged Finance, Fixed Income, Investment Advisory
Education
University of Richmond - Robins School of Business 1998 — 2000
MBA
Lafayette College 1983 — 1987
Bachelor's degree, Economics
Western Reserve Academy 1981 — 1983
Financial Engines 2010 - Present
OnCampus Advertising 2009 - 2010
Thomson Reuters 2004 - 2009
Evergreen Investments 2003 - 2004
Fidelity Investments 1996 - 2003
Technique Magazine 1994 - 1996
Skills
Integrated Marketing, Sales, Financial Services, Marketing, Relationship Management, Marketing Communications, Digital Marketing, Advertising, Brand Development, Segmentation, Social Media, Corporate Branding, Marketing Management
Education
Emerson College
MA/Integrated Marketing
Northeastern University
BS/Marketing
Wells Fargo Funds Management Group June 2010 - Present
Evergreen Investments June 2006 - June 2010
Education
Saint Anselm College 2002 — 2006
Major in Financial Economics, Minor in French
BlackRock January 2006 - Present
Evergreen Investments September 2004 - January 2006
SEI Investments June 2002 - September 2004
The Vanguard Group July 1999 - December 2001
Skills
Team Management, Manage Client..., Communication, Project Management, Bloomberg, Problem Analysis, Talent Management, Business Operations, SAS70, Fixed Income, SQL, Problem Solving, Hedge Funds, Total Return Swaps, Account Reconciliation, Interest Rate Swaps, Trade Entry, Securities, Derivatives, Financial Analysis, Asset Allocation, Excel, PowerPoint, Presenter, Reconciliations, Solutions, Documentations, Security Master, Alternative Investments, Compliance SOX, SSAE 16, Data Analysis, Reuters 3000, Pricing Analysis, Fair Market Value, Fair Value, Microsoft Excel
Education
Penn State University 1998 — 2002
BS, Marketing
Moore & Van Allen, PLLC February 2015 - Present
K&L Gates January 2013 - February 2015
CapitalSouth Partners August 2012 - November 2012
Wake Forest University School of Law August 2009 - September 2012
Motley Rice LLC July 2011 - August 2011
K&L Gates May 2011 - July 2011
Orthofix, Inc. June 2010 - December 2010
Evergreen Investments June 2008 - August 2009
Mountain Khakis, LLC July 2007 - June 2008
Recreational Equipment Inc. 2004 - 2007
Skills
Equities, Financial Modeling, Strategic Planning, Strategy, Legal Research, Research, Negotiation, Data Analysis, Private Equity, Licensing, Corporate Law, Corporate Finance, Due Diligence, Banking, Financial Analysis, Policy Analysis, Intellectual Property, Securities, Leadership, Nonprofits
Education
Wake Forest University School of Law 2009 — 2012
Juris Doctor
McColl Graduate School of Business at Queens University of Charlotte 2007 — 2008
MBA, Finance
North Carolina State University - College of Management 2002 — 2005
B.S., Management
Oracle April 2013 - Present
Acosta Sales & Marketing February 2013 - April 2013
Franklin Templeton Investments August 2012 - September 2012
Family Dollar April 2012 - July 2012
Snyder's-Lance, Inc. January 2011 - April 2012
Snyder's - Lance, Inc. December 2010 - May 2011
Evergreen Investments August 2007 - October 2009
Wells Fargo 2002 - 2004
Skills
Candidate Application..., Creation and..., Job Template and..., Candidate Selection..., EEO Disclaimers and..., Privacy Statements, Correspondence..., Global System Settings, User Creation and..., Theme Builder, Reporting & Analytics..., Steps, Applications, Questions, Written Correspondence, Analytics, HRIS, Onboarding, Recruiting, Taleo, Applicant Tracking..., Training, Talent Acquisition, Human Resources, Program Management, Technical Recruiting, Organizational..., Employee Relations, Management, Performance Management, Employee Engagement, Employee Training, Talent Management, PeopleSoft, Employee Benefits, Hiring, Change Management, Team Building, System Administration, Budgets, Process Improvement, Workforce Planning, Administration, Benefits Administration, Business Process
Education
Livingstone College 1998 — 2002
BA
Dudley Senior High School 1994 — 1998
Constant Contact 2009 - Present
Evergreen Investments January 2008 - June 2010
Crossbeam Systems May 2006 - January 2008
Egenera September 2000 - May 2006
Fidelity Investments June 1999 - September 2000
Skills
Solaris, Unix, Linux, System Administration, Operating Systems, Firewalls, Architecture, Networking, Virtualization, Perl, Disaster Recovery, SaaS, Security, Bash, High Availability, SQL, Cloud Computing, MySQL, TCP/IP, Windows, php, javascript, puppet, func, CentOS, Red Hat, SAN and NAS
Education
Worcester Polytechnic Institute 1996 — 1997
UNIX Systems Administration
University of California, Los Angeles 1977 — 1978
Engineering Physics/Applied Physics
Pierce College 1976 — 1977
Physics
Bank of America April 2015 - Present
INKtopia Limited-Managers of TechWhirl.com April 2011 - Present
The Right Words of NC, LLC 1995 - Present
Wells Fargo May 2013 - November 2014
Coca-Cola Refreshments October 2012 - January 2013
Ally Financial Inc. July 2010 - December 2011
Organic People, Inc 2007 - June 2011
Amdocs March 2007 - March 2008
Evergreen Investments August 2006 - January 2007
TIAA-CREF April 2006 - July 2006
Skills
Technical Writing, Information Design, Marketing Communications, Online Publishing, Change Management, Process Consultation, OCM, Communications Strategy, Change Management..., Content Planning, User Assistance, Online Help Development, Tutorials, Vendor Management, Captivate, E-Learning, Content Strategy, Instructional Design, Web Content Management, Knowledge Management, Content Management, Plannning, Technical Documentation, Strategic Communications, Process Consulting, User Experience, Content Development, Business Analysis, Requirements Analysis, Strategy, Requirements Gathering, Information Architecture, Process Improvement, Training, Management, Software Documentation, SharePoint, Leadership, Marketing, Analysis, Proposal Writing, Writing, Editing, Strategic Planning
Education
Queens University of Charlotte 2002 — 2005
Master of Arts
Virginia Commonwealth University 1978 — 1983
Bachelor of Science
KCG Holdings, Inc. January 2014 - Present
FolioFn October 2009 - January 2014
XShares Securities August 2006 - October 2009
Allianz Life March 2003 - August 2006
Phoenix Companies January 2000 - October 2003
Columbia Funds (Liberty investments/Keyport) February 1997 - December 1999
evergreen investments June 1987 - February 1997
Skills
ETFs, Institutional, Series 7, Hedge Funds, Asset Management, Alternative Investments, Managed Accounts, Portfolio Management, Investment Advisory, Wealth Management, Retirement Planning, Trading, Investments, Financial Advisory, Managing Accounts, Asset Managment, Separately Managed..., 401k, Mutual Funds, Financial Services, Series 63, Securities, Asset Allocation, Investment Strategies, Finance, Equities
Education
Merrimack College 1985 — 1990
EMC September 2013 - Present
Wells Fargo December 2009 - August 2013
Evergreen Investments January 2001 - December 2009
Software Galleria Inc April 1999 - January 2001
SystemLogic (India) Pvt., Ltd., Bangalore, India November 1997 - March 1999
Skills
J2EE Application..., Java Enterprise Edition, Databases, SOA, Web Services, Enterprise Architecture, Tomcat, JBoss Application Server, Agile Methodologies, Oracle, Microsoft SQL Server, Project Management, Continuous Integration, Hibernate, Java, SQL, Web Development, SDLC, XML, Data Warehousing, Software Project..., Business Analysis, XSLT, Design Patterns
Education
ACCET - Madurai Kamaraj University
Master of Computer Applications (MCA), Computer Science
Madurai Kamaraj University
Bachelor's degree, Physics
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Bank of America May 2013 - Present
Bank of America November 2010 - June 2013
Wells Fargo August 2009 - December 2010
Wachovia Bank 2006 - August 2009
Evergreen Investments August 2004 - July 2006
Evergreen Investments October 2000 - August 2004
Skills
Strategy, Project Management, Vendor Management, Management, Portfolio Management, Business Analysis, PMO, Fixed Income, Leadership, Financial Services, Risk Management, SDLC, Banking, Mutual Funds, Asset Managment, Asset Management, Agile & Waterfall..., SAP Implementation
Education
Queens University of Charlotte 2002 — 2005
MBA
University of South Carolina-Columbia 1995 — 1999
BA Journalism, Public Relations / Human Resources
Morgan Stanley Investment Management October 2010 - Present
Capital Advisors Group June 2009 - October 2010
Evergreen Investments June 2006 - June 2009
Wachovia, A Wells Fargo Company March 2004 - June 2006
Fleet Bank June 2000 - March 2004
Skills
Investments, Capital Markets, Treasury Management, Fixed Income, Portfolio Management, Asset Managment, Securities, Asset Management, Cash Management, Corporate Finance, Risk Management, Bloomberg, Financial Services, Derivatives, Alternative Investments
Education
Providence College 1996 — 2000
Broadridge Financial Solutions June 2010 - Present
Evergreen Investments September 2005 - June 2010
Evergreen Investments (Wachovia) 2005 - June 2010
Pioneer Investments February 1986 - September 2005
Skills
Client Service, Vendor Relations, Transfer Agency, Contract Negotiation, Mutual Funds, Customer Relations, Vendor Management, Asset Managment, Process Improvement, Equities, Series 7, Bloomberg, Business Analysis, Investments, Securities, Hedge Funds, Financial Services, Fixed Income, Series 63, Customer Service, Relationship Management, Portfolio Management, Operations Management, Leadership, Management, Asset Management, Strategy, Finance, Derivatives, Investment Management, Corporate Actions, CRM, Back Office, Integration, Asset Allocation, Risk Management, Alternative Investments, Project Management
Education
Northeastern University 1982 — 1987
Evergreen Investments October 2007 - Present
Keane,Inc December 1998 - September 2007
Education
Salem State University 1993 — 1997
Bloomberg PolarLake January 2015 - Present
Barclays Capital July 2009 - December 2014
Evergreen Investments August 2007 - December 2008
GoldenSource Corporation November 2006 - April 2007
Bloomberg LP 1997 - 2006
Skills
Market Data, Reference Data, Bloomberg, Analysis, Fixed Income, Trading, Electronic Trading, Requirements Gathering, User Acceptance Testing, Analytics, PowerPoint, Microsoft Excel, SQL, Equity Research, CRM, Derivatives, Excel, Word, UAT coordination, DTC, ESM, Reuters, Training, Liaison, Regulatory Requirements, Team Leadership, Data Stewardship, Internal Controls, Data Feeds, Operations Management, Operational Risk, Cross-functional Team..., Global Operations, BRDs, PIDs, Microsoft Word, Business Analysis
Education
Rowan University 1990 — 1994
BA, Economics
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
Isobar U.S. June 2013 - Present
Charles River Development 2010 - March 2013
Evergreen Investments May 2006 - January 2010
Fidelity Investments November 2002 - May 2006
SBC Ameritech November 2001 - October 2002
Verizon March 2001 - September 2001
Tools Syndicate June 2000 - February 2001
Skills
Software Engineering, Software Development, Agile Methodologies, Web Services, Java, SQL, Oracle, C#, Microsoft SQL Server, Java Enterprise Edition, Hibernate, Eclipse, Tomcat, Spring, JSP, XML, Spring Framework
Education
Quaid-e-Azam University, Islamabad
Bachelor of Science (B.S.), Computer Sciences
Atlantic Trust September 2013 - Present
Sterling Capital Management October 2010 - September 2013
BB&T Asset Management, Inc. July 2004 - September 2010
Evergreen Investments 2002 - 2004
Banc of America Investments 1999 - 2002
US Securities and Exchange Commission 1995 - 1999
USS La Moure County LST-1194 October 1988 - July 1990
Skills
Securities, Mutual Funds, Asset Managment, Investments, Alternative Investments, Equities, Hedge Funds, Wealth Management, Fixed Income, Asset Allocation, Investment Management, Risk Management, Bloomberg, Investment Advisory, AML
Education
North Carolina State University - College of Management 2005 — 2007
Masters, Economics
Texas A&M University 1990 — 1994
BS, Economics
Capital Group September 2012 - Present
Wells Fargo Funds Management (via Evergreen acquisition) April 2009 - September 2012
Evergreen Investments April 2007 - March 2009
MFS Investment Mgmt Co 2000 - 2007
Skills
Series 7, National Accounts, Mutual Funds, Series 63, Separately Managed..., Financial Advisory, FINRA, Hedge Funds, Securities, Equities, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1996 — 1998
MBA, Finance
Wells Fargo Wealth Management May 2006 - Present
Wells Fargo Wealth Management May 2012 - Present
Evergreen Investments February 2005 - May 2006
Evergreen Investments February 2002 - February 2005
Wachovia Asset & Wealth Management January 2001 - February 2002
Skills
Wealth Management, Asset Management, Fixed Income, Asset Allocation, Investments, Bloomberg, Investment Management, Equities, Portfolio Management, High Net Worth..., ETFs, Risk Management, Financial Markets, Wealth Management..., Equity Research, Investment Strategies, Valuation
Education
CFA Level III Candidate
Northeastern University 2007 — 2009
MBA, Finance
University of South Carolina - The Moore School of Business 1996 — 2000
BS, Business Administration
Wells Fargo September 2005 - Present
Evergreen Investments September 2005 - September 2005
Putnam Investments 1998 - 2004
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Alternative Investments, Investments
Education
Salem State College
BS, Business Administration
Pegasystems & Assembly Row May 2015 - Present
Some.Yoga.Studio October 2014 - Present
SYS October 2009 - Present
Banyan Partners November 2013 - June 2014
NASDAQ OMX June 2010 - September 2013
Pioneer June 2007 - May 2009
Evergreen Investments 2002 - 2007
Skills
Relationship Management, Financial Services, Salesforce.com, Account Management, CRM, Mutual Funds, Lead Generation, Yoga, Solution Selling, New Business Development, SaaS, Equities, Business Development, Fixed Income, Sales
Education
Northeastern University 1985 — 1990
BS in BA, Finance
Citisoft August 2007 - Present
Evergreen Investments February 2006 - July 2007
Evergreen Investments June 2000 - February 2006
Delaware Investments 1997 - 2000
Skills
Fixed Income, Bloomberg, Equities, Business Analysis, Financial Services, Trading Systems, Asset Management, Hedge Funds, Risk Management
Education
Saint Joseph's University 2000 — 2003
MBA, Finance
Penn State University 1992 — 1996
BS, Accounting
Roman Catholic
LPL Financial 2012 - Present
Duncan-Williams, Inc. March 2012 - November 2012
LPL Financial March 2010 - March 2012
Evergreen Investments March 2008 - December 2009
Wachovia Bank August 2002 - October 2007
Education
Queens University of Charlotte 1999 — 2002
MBA, Business
University of Missouri-Columbia 1989 — 1994
GENPACT 2014 - Present
Knowledgent 2013 - 2014
Citi 2012 - 2013
Citi - GTS Alternative Investment - Technology 2009 - 2012
SunGard - Asset Arena Transfer Agency 1997 - 2009
SunGard 1995 - 1997
SunGard 1992 - 1995
G.T. Global Investor Services, Inc. 1990 - 1992
Evergreen Investments 1989 - 1990
Putnam Investments 1986 - 1989
Skills
SDLC, Business Analysis, Requirements Gathering, Business Process..., Business Requirements, Software Documentation, Integration, Project Management, Visio, Business Process Design, Management, Process Improvement, MS Project, Vendor Management, Requirements Analysis, User Acceptance Testing, Strategy, Program Management, Systems Analysis, Mutual Funds, Financial Services, Product Management, SQL, Leadership, Software Project..., Team Management, Team Building, Hedge Funds, Agile Methodologies, Functional..., Back Office, PMO, Alternative Investments, Relationship Management, IT Strategy, Business Process..., Product Development, Training, Business Planning, Cross-functional Team..., IT Management, AML, Business Development, Software Implementation, Software Development, Testing, Governance, Solution Architecture, Project Portfolio..., Operations Management
Education
Providence College 1981 — 1985
BA, Humanities
Providence College
Bachelor of Arts (BA), Humanities/Humanistic Studies
Madden Asset Management November 2012 - Present
Modus Asset Management, LLC November 2010 - October 2012
Duration Capital 2004 - 2008
BlackRock Inc May 1997 - February 2002
Evergreen Investments April 1994 - April 1997
Eaton Vance Mgt May 1992 - April 1994
Skills
Asset Management, Portfolio Management, Fixed Income, Bonds, Trading
Education
Nichols College 1987 — 1991
Bachelor of Science (BS), Finance, General
U.S. Bank December 2014 - Present
Securian Financial Group January 2013 - December 2014
Willow Group February 2006 - July 2014
TCF Bank January 2004 - December 2005
KPMG Advisory 2001 - 2004
First American Asset Management 1999 - 2001
Evergreen Investments 1995 - 1999
Kemper Service Company 1985 - 1995
Skills
Business Process, Business Process..., Process Improvement, PMO, Business Analysis, PMP, Cross-functional Team..., Strategy, Project Portfolio..., Analytics, SDLC, Vendor Management, Requirements Gathering, Business Intelligence, IT Strategy, Requirements Analysis
Education
Keller Graduate School of Management of DeVry University 1986 — 1991
MBA, Business
Ripon College 1981 — 1985
BA, Business, Philosophy
Wells Capital Management April 2009 - Present
Evergreen Investments November 2004 - April 2009
Education
Roanoke College 1999 — 2003
BBA, Finance
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
TIAA-CREF February 2014 - Present
Wells Fargo August 2010 - August 2013
Wells Capital Management 2009 - November 2010
Evergreen Investments December 2007 - 2009
Edward Jones December 2002 - August 2007
Skills
CRM, Series 7, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Wealth Management, Series 63, Asset Management, Equities, Fixed Income, Securities, Investment Strategies, Investment Management, Alternative Investments
Education
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Putnam Investment March 2013 - October 2013
Global Strategic Solutions May 2005 - February 2013
State Street May 2011 - March 2012
Babson Capital Management January 2005 - March 2005
Deutsche Bank(merged with State Street) June 2002 - April 2004
Brown Brothers Harriman January 1999 - March 2002
Evergreen Investments January 1998 - December 1998
First Data Corporation April 1996 - December 1997
JP Morgan Chase January 1991 - March 1996
State Street Corp 1989 - 1991
Skills
Private Equity, Risk Management, Bloomberg, Fixed Income, Analysis, Equities, Securities, Investments, Mutual Funds, Portfolio Management
Education
Northeastern University
Wells Capital Management August 2011 - Present
Wachovia 2008 - 2011
Evergreen Investments 2005 - 2007
C-bridge Internet Solutions 2000 - 2001
Education
Rensselaer Polytechnic Institute 1992 — 1996
Principal Financial Group January 2010 - Present
Stadion Money Management May 2009 - January 2010
Transamerica Investments May 2007 - January 2009
Evergreen Investments February 2001 - May 2007
Morgan Stanley October 1999 - January 2001
Education
North Carolina State University 1992 — 1996
BS, College of Management
Hyperion Brookfield Asset Management September 2006 - January 2009
Evergreen Investments 1995 - September 2006
SG Cowen April 1995 - December 1995
Deutsche Bank April 1994 - March 1995
Fidelity Investments April 1992 - April 1994
Skills
Bloomberg, Due Diligence, Research, Portfolio Management, Derivatives, Fixed Income, Asset Management, Equities, Financial Modeling, Leadership, Valuation, Financial Analysis
Education
Siena College 1987 — 1990
BS, Marketing/Management
Ithaca College 1986 — 1987
State Street Bank December 2005 - Present
Evergreen Investments 2006 - 2006
Skills
Bloomberg, Fixed Income, Trading Systems, Performance Benchmarking, Portfolio Management, Change Integration, Equity Derivatives, Accounting Applications, System Integration..., Large Systems..., Test Cases, Defect Tracking, Reporting Systems, Hedge Funds, Project Management, Equities, Investments, Mutual Funds, Capital Markets, Bloomberg Terminal, Derivatives, Investment Management
Education
James Madison University 2001 — 2005
James Madison University 2001 — 2005
Finance, Finance
Wyomissing High School 1996 — 2005
D&T Global Enterprise Inc. 2006 - Present
Discoverpoint Holdings July 2008 - February 2014
Wachovia Securities 2004 - 2006
Evergreen Investments 2001 - 2004
Skills
Private Equity, Equities, Investments, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Due Diligence, Analysis, Business Development, Finance, Financial Risk, Financial Services, Investment Banking, Management, Start-ups, Strategy, Emerging Markets, Trading, Venture Capital
Education
University of North London 1990 — 1994
Accounting
Wells Capital Management August 2004 - Present
Evergreen Investments 2004 - 2010
Bank of America December 1998 - August 2004
Spectrum Technology Group, Inc. July 1996 - December 1998
Skills
charles river..., oracle, sybase, xml, IntelliJ IDEA, Eclipse, Java software..., Maven, Sonic, JBoss Seam, xslt, c++, c#, PL/SQL, sql, jms, android, Oracle, Sybase, C#, SQL, Java Enterprise Edition, JMS, XML, Java
Education
North Carolina State University
BS, Computer Science
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Mediahub (Division of Mullen Lowe U.S.) June 2015 - Present
The Makeup Artists June 2006 - Present
Shepherd Kaplan LLC June 2013 - April 2015
Iron Mountain September 2009 - May 2013
Evergreen Investments November 2007 - September 2009
MAC Cosmetics April 2000 - August 2006
Skills
Social Media, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Sales, Leadership, Outlook, Event Management, Social Media Marketing, Social Networking
Education
International Academy of Design 1997 — 2000
Evergreen Investments June 2007 - October 2011
Prudential Equity Group June 2000 - March 2006
PricewaterhouseCoopers June 1999 - June 2000
Education
Penn State University 1995 — 1999
BS, Finance
Wells Fargo August 2009 - Present
Evergreen Investments 2007 - 2009
Evergreen Investments 2005 - 2007
The Bissell Companies 1997 - 2001
Skills
Bloomberg, Charles River, Money Market, Charles River IMS, Investment Management, Trading Systems, Commercial Real Estate, Securitization, Real Estate Financing, Fixed Income, Asset Management, Credit, Commercial Mortgages, Mortgage Servicing, Excel models, CMBS
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration
North Carolina State University 1997 — 2001
Business Management, Finance
Scarlett January 2011 - Present
Wellington Management November 2007 - February 2011
Evergreen Investments 2006 - 2007
Skills
Jewelry
Education
Northeastern University 2002 — 2006
Bachelor of Science (BS), Finance, Marketing
Merrill Lynch July 2011 - Present
Merrill Lynch November 2009 - June 2011
Lincoln Financial Distributors October 2007 - February 2009
Evergreen Investments September 2005 - October 2007
Merrill Lynch July 2001 - August 2004
Skills
401k, Financial Advisory, Relationship Management, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelor's degree, Economics
Iridian Asset Management December 2009 - Present
MacKay Shields August 2008 - December 2009
Bear Stearns Asset Management June 2006 - July 2008
John A. Levin & Co. December 2003 - June 2006
Evergreen Investments 1993 - 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Securities, Capital Markets, Bloomberg, Investments, Investment Strategies, Series 7, Financial Modeling, Asset Allocation
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Finance
State University of New York at New Paltz 1990 — 1992
BS, Finance
Natixis Global Asset Management September 1998 - January 2015
Evergreen Investments October 1997 - September 1998
Education
Providence College 1993 — 1997
CJS Securities December 2002 - Present
Brenner West Capital Partners May 2011 - June 2012
Evergreen Investments December 2000 - December 2002
Jasper Funds December 1998 - November 2000
Education
Middlebury College 1989 — 1993
Merrill Lynch April 2014 - Present
Citizens Bank April 2010 - April 2014
Evergreen Investments December 2007 - April 2010
Household Finance January 2007 - December 2007
Enterprise Rent-A-Car July 2005 - January 2007
Education
Johnson and Wales University 2001 — 2005
Bachelor, Management
Thornton Academy 1997 — 2001
MFS Investment Management August 2012 - Present
Wells Fargo Funds Management Group April 1996 - August 2012
Evergreen Investments April 1996 - May 2009
Arthur Andersen LLP 1992 - 1996
Education
Saint Michael's College 1988 — 1992
Bachelor of Science, Accounting
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Adelante Capital Management April 2015 - Present
Transamerica 2008 - 2014
Evergreen Investments 2000 - 2008
OppenheimerFunds 1991 - 2000
Skills
Strategy, Business Development, Sales Management, Sales, Product Development, Alternative Investments, Mutual Funds, Marketing, Institutional Relations, Institutional Sales, Client Services, Wealth Management, Asset Managment, Consulting, Series 7, Series 24, Series 63
Education
Jones Graduate School of Business, Rice University 1978 — 1980
MBA, Accounting
Texas A&M University 1974 — 1978
BS, Industrial Distribution
State Street January 2011 - December 2013
State Street January 2008 - December 2010
Evergreen Investments August 2006 - December 2007
Skills
Investments, Mutual Funds, Derivatives, Equities, Bloomberg, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management
Education
Saint Joseph's University 2002 — 2006
Bachelor's Degree, Finance
TIAA-CREF July 2011 - Present
Wells Fargo December 2009 - May 2011
Bank of America December 2008 - December 2009
TIAA-CREF January 2006 - December 2008
Bank of AmericaVP, February 2004 - December 2005
Bank of America Investments January 2000 - January 2004
Evergreen Investments October 1992 - December 1999
Skills
Project Portfolio..., Banking, SDLC, Vendor Management, Process Improvement, Risk Management, Requirements Gathering, PMO, Business Analysis, Investments, Mutual Funds
Education
North Carolina State University - College of Management 1986 — 1991
Bachelor of Arts, Economics & Finance
North Carolina State University
Wells Fargo (Advantage Resources) September 2014 - Present
TD Bank (Contractor through NTTDATA) March 2014 - August 2014
Wells Fargo (Contractor through ATR International) July 2012 - January 2014
Resources Global Professionals January 2011 - July 2012
Kforce Inc. August 2010 - December 2010
Queens University of Charlotte August 2008 - May 2010
Evergreen Investments January 2003 - April 2008
Advantica October 2000 - December 2002
Foundation For The Carolinas September 1989 - October 1999
Skills
SharePoint, Training, Talent Management, Forecasting, Marketing, Project Management, Public Speaking, Recruiting, Salesforce.com, Vendor Management, Content Management, Leadership, Program Management, Microsoft Office, Financial Analysis, Analysis, Human Resources, Management, Business Analysis
Education
Queens University of Charlotte 2005 — 2009
B.A., Organizational Communication
RFSC Inc. July 2014 - Present
BNY Mellon November 2013 - July 2014
Available March 2013 - November 2013
BNY Mellon November 1999 - March 2013
DST Systems 1998 - 1999
The Colonial Group August 1993 - November 1998
Evergreen Investments 1988 - 1993
Skills
Software Development, Project Planning, Financial Services, Business Requirements, Requirements Gathering, Fixed Income, User Acceptance Testing, Equities, Risk Management, Corporate Actions, Back Office, Securities, Test Planning, Process Improvement, Relationship Management, PMP, Functional..., Analysis, Systems Analysis, Mainframe, Software Documentation, Data Conversion, Quality Assurance, Data Analysis, Requirements Analysis
Education
Lynchburg College 1983 — 1988
BSA, Business Management & Marketing
Boston Financial Data Services June 2007 - Present
Self Employed December 2005 - June 2007
Evergreen Investments March 1998 - November 2005
Skills
Mutual Funds, Financial Services, Vendor Management, Process Improvement, Transfer Agency, Project Management, Business Process...
Education
Northeastern University
Business
Pioneer Investments DirectorBankAnalyst Association of Boston1999 - 2013
Evergreen Investments 2002 - 2007
Columbia Management 1999 - 2002
Advest, Inc. 1986 - 1999
Skills
Hedge Funds, Investments, Research, Equity Research, Portfolio Management, Asset Managment, Financial Modeling, Bloomberg, Valuation, Capital Markets, Asset Management, Equities, Series 7, Mutual Funds, Fixed Income
Education
Saint Anselm College 1982 — 1986
TIAA-CREF November 2011 - Present
TEKsystems June 2009 - November 2011
Signature Consultants June 2008 - June 2009
Evergreen Investments 2005 - 2008
Bank of America April 1995 - November 2005
Credit Suisse Trust and Banking, Tokyo, Japan April 1990 - April 1993
Drexel Burnham Lambert 1985 - 1990
Skills
Management
Education
Pace University
Babson Capital Management LLC July 2001 - Present
Aeltus Investment Management February 1999 - June 2000
Evergreen Investments 1989 - 1999
Skills
Alternative Investments, Investment Management, Portfolio Management, High Yield, Asset Management, Investment Strategies, Bonds, Asset Managment, Investments, Structured Finance, Bloomberg, Mutual Funds, Finance, Securities, Equities, Global Bank Analyst, Chartered Financial..., Asset Allocation
Education
Lindenwood University
BA, Psychology
Wells Fargo Securities September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo August 2009 - October 2011
Evergreen Investments April 2007 - July 2009
Wachovia Securities, LLC December 2006 - April 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Leveraged Finance, Leveraged Lending, Capital Markets, Credit Risk, Recapitalizations, Due Diligence, Transaction Experience, Underwriting, Cross Selling, Bloomberg, Series 63, Series 79, Investments, Portfolio Management, Credit
Education
Queens University of Charlotte 2008 — 2010
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
BSBA, Marketing and Finance
McQueen, Ball & Associates June 2015 - Present
Zeke Capital Advisors, LLC January 2011 - June 2015
Wachovia, A Wells Fargo Company April 2008 - December 2010
Evergreen Investments June 2003 - April 2008
Skills
Portfolio Management, Equities, Fixed Income, Investments, Asset Managment, Mutual Funds, Investment Strategies, Due Diligence, Wealth Management, Investment Research
Education
La Salle University - School of Business Administration 1999 — 2003
B.S., Finance, Economics, Risk Management
Liberty High School 1995 — 1999
Van Eck Global Market Vectors ETFs March 2015 - Present
Sentinel Investments July 2010 - February 2015
Evergreen Investments November 2006 - January 2010
Evergreen Investments September 2005 - October 2006
Evergreen Investments February 2003 - September 2005
Global Distribution Strategies June 2001 - February 2003
Skills
Series 7, Series 6, Retirement Planning, Separately Managed..., Series 63, Asset Allocation, Mutual Funds, 401k
Education
Mars Hill University 1997 — 2001
BA, Banking and Finance, Accounting
Stone Mountain High School 1992 — 1996
Putnam Investments January 2014 - Present
John Hancock Investments 2013 - 2014
Affiliated Computer Services / Xerox Corporation 2012 - 2013
The Colbent Corporation 2010 - 2012
Evergreen Investments / Wells Fargo 2002 - 2009
Evergreen Investments 1999 - 2002
Evergreen Investments 1994 - 1999
The Colbent Corporation 1993 - 1994
Eastmark Consulting 1992 - 1993
Skills
Financial Services, Mutual Funds, Securities, Account Reconciliation, Equities, Leadership, Mergers & Acquisitions, Relationship Management, Fixed Income, Capital Markets, Risk Management, Mergers, Asset Management, Bloomberg, Banking, Series 63, Series 7
Education
Ipswich High School
Northeastern University
Bachelor of Arts (B.A.), Economics
North Shore Community College
Certificate, Business Accounting & Financial Software
MassDOT 2010 - Present
Conservation Services Group 2009 - 2009
State Street Bank 2007 - 2009
Brown Brothers Harriman 2007 - 2007
Investors Bank and Trust 2004 - 2007
Fidelity Investments 2005 - 2005
Wellington Mgmnt 2004 - 2004
Manulife Financial 2004 - 2004
Evergreen Investments 2001 - 2003
Affiliated Computer Services MD 1999 - 2000
Education
National Institute of Information Technology 1989 — 1991
Honors Diploma, Systems Management
St. Xavier's College 1986 — 1989
B.Sc., Chemistry
HSBC Private Bank June 2011 - Present
US Trust October 2006 - January 2011
Evergreen Investments October 2003 - October 2006
Bank of America June 2000 - October 2003
Cargill Investor Services April 1997 - May 2000
Prudential Securities January 1991 - April 1997
Skills
Alternative Investments, Wealth Management, Investments, Portfolio Management, Series 7, Wealth Management..., Asset Management, Risk Management, Managed Futures, Hedge Funds, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Financial Services, Banking
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Arts, Communications
U.S. Securities and Exchange Commission June 2014 - Present
Commodity Futures Trading Commission November 2010 - June 2014
Arin Risk Advisors 2009 - November 2010
Credit Suisse 2007 - 2009
Evergreen Investments September 2004 - August 2006
Evergreen Investments 2003 - 2004
Group One Trading, LP 2001 - 2002
Skills
Derivatives, Equities, Bloomberg, Capital Markets, Fixed Income, Options, Hedge Funds, Asset Managment, Equity Research, Financial Modeling, Trading, Valuation, Equity Derivatives, Portfolio Management, Asset Allocation, Hedging
Education
London Business School 2006 — 2007
Masters, Finance
Tufts University 1997 — 2001
B.A., Quantitative Economics
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
Nationwide Funds Group March 2013 - Present
Sun Capital Advisers Trust April 2011 - December 2012
Evergreen Funds October 2008 - August 2010
Evergreen Investments 1997 - 2008
Skills
Asset Management, Mutual Funds, Trustee
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science, Accounting
WB Moore Company of Charlotte, Inc. February 2015 - Present
NC Business Consulting April 2014 - September 2014
Isis Mobile Commerce December 2011 - November 2013
Scale Finance January 2010 - January 2011
Quality Packaging Services January 2004 - January 2010
Open Finance Network September 2008 - March 2009
BearingPoint September 2005 - June 2007
Evergreen Investments January 1996 - January 2004
JOHN HANCOCK MUTUAL FUNDS/DISTRIBUTORS, INC January 1986 - January 1996
Skills
Mergers, Forecasting, Finance, Strategic Planning, Budgets, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Financial Reporting, Portfolio Management, Managerial Finance, Private Equity, Investments, Cash Management, Asset Managment, Equities, Risk Management, Auditing, Mergers & Acquisitions, Business Analysis, Accounting, Internal Controls, Start-ups, Entrepreneurship, Leadership, Executive Management, Financial Services, Management, Securities, Program Management, Restructuring, Mutual Funds, Strategy, Business Strategy
Education
Salem State University 1977 — 1981
Bachelor of Science Degree, Business Administration
Bank of America January 2011 - Present
Evergreen Investments November 2001 - November 2009
Skills
Securities, Credit, Process Improvement, Microsoft Excel, Risk Management, Investments, Banking, Outlook, Mortgage Lending, Commercial Lending, PowerPoint, Portfolio Management, Financial Services, Mutual Funds, Finance, Financial Analysis, Financial Modeling
Education
Quincy College 1997 — 2001
AS, Business
CFS, Inc. September 2007 - Present
DST Output July 2002 - September 2007
Evergreen Investments July 1996 - September 2001
Invest Financial 1994 - 1995
Skills
Account Management, Sales, Direct Marketing, Customer Service, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Katherine Gibbs School
Evergreen Investments 2008 - Present
Evergreen Investments 2000 - 2008
Education
Lenoir-Rhyne University
BA, Sociology and History
State Street December 2012 - Present
John Hancock Financial June 2011 - December 2012
John Hancock Financial November 2007 - June 2011
Fidelity Investments June 2006 - November 2007
Fidelity Investments March 2004 - June 2006
Fidelity Investments July 2003 - March 2004
Evergreen Investments October 2000 - June 2003
Skills
Mutual Funds, Investments, Securities, Bloomberg, Equities, Financial Analysis, Fixed Income, Derivatives, Fund Accounting, Financial Services, Alternative Investments, Corporate Actions, Fund Administration
Education
Keene State College 1995 — 1999
BS Business Management, Management, Business, Sports Medicine
Stoughton High
DLA Piper 2009 - Present
Evergreen Investments 1971 - 2012
Skills
Legal Research, Westlaw
Education
University of Sedona 2012 — 2014
M.Msc, Metaphysics
Kaplan University 2009 — 2011
B.S., Legal Studies
MTI College 2007 — 2008
A.A., Paralegal Studies
NC State University January 2009 - Present
Veterinary Specialty Hospital September 2011 - January 2015
Evergreen Investments April 2007 - December 2008
Putnam Investments January 2005 - April 2007
Skills
CNA June 2015
Education
North Shore Community College
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Wells Fargo Private Bank June 2014 - Present
Wells Fargo Private Bank November 2009 - Present
Wells Fargo Private Bank October 2003 - November 2009
Evergreen Investments January 2001 - October 2003
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Portfolio Management, Investment Advisory, Series 7, Asset Management, Managed Futures, Investments, Mutual Funds, Investment Strategies
Education
Gilmour Academy
Miami University
BS, Finance
TIAA-CREF August 2013 - Present
Evergreen Investments January 1994 - November 2013
Education
New York University
Master's Degree, Public Finance
New York University
Master of Business Administration (M.B.A.)
State University of New York at Albany
Loomis, Sayles & Company May 2005 - Present
Evergreen Investments March 2004 - May 2005
Evergreen Investments December 1997 - March 2004
Inter-American Investment Corporation (IIC) May 1990 - December 1997
Education
MIT Sloan School of Management 1986 — 1987
Master of Business Administration (M.B.A.)
Universidad de Buenos Aires 1978 — 1984
Ingeniero industrial, Industrial Engineering
Clough Capital Partners, L.P. September 2006 - October 2012
Evergreen Investments September 2000 - August 2006
Waterford Partners August 1999 - 2000
Skills
Chartered Financial..., Fluent in Chinese..., Attorney at Law in New...
Education
Univesity of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Peking University
Bachelor of Science (B.S.), Biochemistry
State Street Bank October 2006 - February 2013
Evergreen Investments 2004 - 2006
Evergreen Investments August 2002 - August 2004
First Union National Bank August 2000 - August 2002
First Union National Bank August 1999 - August 2000
First Union National Bank July 1998 - August 1999
First Union National Bank February 1998 - July 1998
Skills
Fixed Income, Middle Office, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2013 - August 2013
Brown Brothers Harriman, Infomediary June 2005 - March 2013
Evergreen Investments March 2004 - June 2005
Fleet Financial, Wholesale Technology and Operations June 2002 - October 2002
Brown Brothers Harriman, Client Technology Service Group March 2000 - June 2002
BankBoston/Fleet Bank January 1994 - January 2000
Bank of Boston January 1989 - January 1994
Skills
Requirements Analysis, SWIFT messaging, Requirements Gathering, Fixed Income, Business Requirements, Business Analysis
Education
Rhode Island College
B.A, Social Work
Capitas Financial January 2014 - April 2015
Transamerica Capital March 2010 - October 2013
ING January 2000 - February 2010
AEGON Financial Services Group June 1998 - December 1999
Taylor Investments October 1995 - May 1998
Evergreen Investments April 1990 - September 1995
Skills
Mutual Funds, Wealth Management, Risk Management, Securities, Fixed Annuities, Financial Planners, Series 63, Variable Annuities, Retirement Planning, Financial Advisory, Series 6, Asset Allocation, Retirement, Series 65
Education
Kenyon College 1980 — 1984
Bachelor of Arts, Double Major: English and History
The Hotchkiss School 1978 — 1980
BNY Mellon November 2010 - Present
Evergreen Investments January 2006 - October 2006
Natixis April 2002 - June 2005
Skills
Performance Analysis, Performance Improvement, Instructional Design, Knowledge Management, Performance Consulting, Training Delivery, Financial Services, Business Analysis, Project Management, Business Process..., Business Process..., Business Process..., Change Management, Dog Training, ASTD, Global Custody, Corporate Trust, Transfer Agency, Best Practices
Education
Northeastern University