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

Evergreen Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Evergreen Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Evergreen Investments Salaries. You can even request information on how much does Evergreen Investments pay if you want to. Learn about salaries, pros and cons of working for Evergreen Investments directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

642 Evergreen Investments employees in database. Find out everything there's to know about Evergreen Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Evergreen Investments Employees

Employee
Years
Job
Industry
Beverly Dunlap Beverly Dunlap Greater Boston Area Details
Beverly Dunlap's Evergreen Investments Experience September 2003 - August 2005
Job Senior Copywriter, UX Group, at Monster.com
Industry Computer Software
Experience
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

Chandra Tyler, PMP Chandra Tyler, PMP Greater Philadelphia Area Details
Chandra Tyler, PMP's Evergreen Investments Experience 2006 - 2010
Job Senior Project Manager
Industry Information Technology and Services
Experience
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

Bruce Hoffmann Bruce Hoffmann Columbus, Ohio Area Details
Bruce Hoffmann's Evergreen Investments Experience April 1998 - November 1998
Job Accomplished Strategic Marketing Executive
Industry Financial Services
Experience
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

Matthew Neidich Matthew Neidich Portland, Oregon Details
Matthew Neidich's Evergreen Investments Experience June 2005 - August 2005
Job shakes trees
Industry Hospital & Health Care
Experience
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

Patrick Slack Patrick Slack Richmond, Virginia Area Details
Patrick Slack's Evergreen Investments Experience October 2000 - June 2007
Job
Industry Investment Management
Experience
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)

Michele Melville Michele Melville Charlotte, North Carolina Area Details
Michele Melville's Evergreen Investments Experience 2000 - 2004
Job SVP Retail Retirement; Director of Channel Management, Marketing Integration & Retirement Education
Industry Financial Services
Experience
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

James Wallin James Wallin Greater New York City Area Details
James Wallin's Evergreen Investments Experience 1993 - 1997
Job Senior Vice President at AllianceBernstein
Industry Financial Services
Experience
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

Jessie Quick (Forester) Jessie Quick (Forester) Winston Salem, North Carolina Details
Jessie Quick (Forester)'s Evergreen Investments Experience April 2008 - March 2010
Job Vice President Regional Marketing Manager at Fred Alger Management (NC, SC, TN)
Industry Financial Services
Experience
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

Mike Lesmeister Mike Lesmeister Houston, Texas Area Details
Mike Lesmeister's Evergreen Investments Experience August 1994 - March 1998
Job Branch Manager at CORE Lending
Industry Real Estate
Experience
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

Chenggang Wang Chenggang Wang Greater Philadelphia Area Details
Chenggang Wang's Evergreen Investments Experience June 2006 - September 2009
Job Senior Application System Engineer
Industry Financial Services
Experience
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

Lindsey Edler Lindsey Edler Charlotte, North Carolina Area Details
Lindsey Edler's Evergreen Investments Experience March 2007 - November 2009
Job Owner at Vulpine Technology Corporation
Industry Information Technology and Services
Experience
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

Mathew Libordi, CIMA®, CRPS® Mathew Libordi, CIMA®, CRPS® San Francisco Bay Area Details
Mathew Libordi, CIMA®, CRPS®'s Evergreen Investments Experience 2001 - 2001
Job Sales Executive at Vanguard
Industry Financial Services
Experience
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

Andrew Gartrell Andrew Gartrell West Palm Beach, Florida Area Details
Andrew Gartrell's Evergreen Investments Experience March 1996 - March 2007
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
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

Bryson Hopkins Bryson Hopkins Charlotte, North Carolina Area Details
Bryson Hopkins's Evergreen Investments Experience June 2007 - October 2008
Job Retirement Plan Consultant at Nova 401(k) Associates
Industry Financial Services
Experience
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

Jennifer Duey Jennifer Duey Miami/Fort Lauderdale Area Details
Jennifer Duey's Evergreen Investments Experience May 2007 - September 2008
Job Senior Analyst, Alinean
Industry Information Technology and Services
Experience
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

Joseph Tibbetts Joseph Tibbetts Reading, Pennsylvania Area Details
Joseph Tibbetts's Evergreen Investments Experience 2001 - 2006
Job Assistant Vice President at State Street Bank
Industry Investment Management
Experience
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

James Bossieux, CIMA® James Bossieux, CIMA® Greater Boston Area Details
James Bossieux, CIMA®'s Evergreen Investments Experience March 2007 - December 2009
Job Sales Executive at Vanguard
Industry Financial Services
Experience
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

Karen R. McColl, CFA Karen R. McColl, CFA Greater Boston Area Details
Karen R. McColl, CFA's Evergreen Investments Experience June 2005 - October 2009
Job Senior Vice President, Investment Capability Management at Fidelity Investments
Industry Financial Services
Experience
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

Brendan J. McDonald Brendan J. McDonald Greater Denver Area Details
Brendan J. McDonald's Evergreen Investments Experience June 2007 - January 2010
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
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

Suzanne Carey Suzanne Carey Quincy, Massachusetts Details
Suzanne Carey's Evergreen Investments Experience September 2007 - November 2009
Job Administrative Assistant at MCMC LLC
Industry Medical Practice
Experience
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

Petra Gospodnetic Bignami Petra Gospodnetic Bignami Boston, Massachusetts Details
Petra Gospodnetic Bignami's Evergreen Investments Experience July 2002 - July 2004
Job
Industry Management Consulting
Experience
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

Ron Crudo Jr. MBA, CIS, ARPC, CIMA Ron Crudo Jr. MBA, CIS, ARPC, CIMA Jackson, New Jersey Details
Ron Crudo Jr. MBA, CIS, ARPC, CIMA's Evergreen Investments Experience January 2004 - October 2006
Job VP, Investment Consultant at Calamos Investments
Industry Investment Management
Experience
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

Janet Hanson Janet Hanson Charlotte, North Carolina Area Details
Janet Hanson's Evergreen Investments Experience December 1997 - May 1999
Job Wealth Management Operations and Technology Lead at Deloitte Consulting
Industry Financial Services
Experience
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

Karen Meszaros Karen Meszaros Greater New York City Area Details
Karen Meszaros's Evergreen Investments Experience 2002 - 2004
Job Project Management Consultant
Industry Financial Services
Experience
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

Stephen Kinney, CFA Stephen Kinney, CFA San Francisco, California Details
Stephen Kinney, CFA's Evergreen Investments Experience June 2008 - April 2009
Job Portfolio Specialist, Emerging Markets Equity
Industry Investment Management
Experience
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

Keith R. Telesca CFP(R), CIMA(R) Keith R. Telesca CFP(R), CIMA(R) Greater Philadelphia Area Details
Keith R. Telesca CFP(R), CIMA(R)'s Evergreen Investments Experience March 2005 - May 2008
Job Regional Director Mid Atlantic at Equity Investment Corp.
Industry Financial Services
Experience
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

Joseph Wiedmayer Joseph Wiedmayer Greater Philadelphia Area Details
Joseph Wiedmayer's Evergreen Investments Experience August 2003 - August 2009
Job Technical Business Analyst at Delaware Investments (subsidiary of the Macquarie Group)
Industry Investment Management
Experience
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

Steve Powers, CFA Steve Powers, CFA Charlotte, North Carolina Area Details
Steve Powers, CFA's Evergreen Investments Experience January 2004 - May 2006
Job Director, Portfolio Specialist Aegon USA Investment Management
Industry Investment Management
Experience
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

George Batejan George Batejan Greater Boston Area Details
George Batejan's Evergreen Investments Experience June 2003 - October 2009
Job EVP, Global Head of Technology and Operations at Janus Capital Group
Industry Investment Management
Experience
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

Josephine Torres Josephine Torres Middle Village, New York Details
Josephine Torres's Evergreen Investments Experience 2009 - 2010
Job Trade Assistant at Evolution Markets Inc.
Industry Financial Services
Experience
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

David Record David Record Charlotte, North Carolina Area Details
David Record's Evergreen Investments Experience January 2002 - June 2010
Job Partner at Adeptyx Consulting
Industry Financial Services
Experience
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

Mark Tsiang, CIMA® Mark Tsiang, CIMA® Greater New York City Area Details
Mark Tsiang, CIMA®'s Evergreen Investments Experience March 2006 - March 2009
Job RIA Hybrid Wholesaler, Institutional Advisor Team at J.P.Morgan Asset Management
Industry Investment Management
Experience
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

Lane Angell Lane Angell Charlotte, North Carolina Area Details
Lane Angell's Evergreen Investments Experience May 1996 - March 2002
Job Wells Fargo Studio Designer
Industry Design
Experience
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

Carlo Valeri Carlo Valeri Greater Boston Area Details
Carlo Valeri's Evergreen Investments Experience May 2006 - December 2009
Job Training & ITBPM Associate at Cloud Silver Lining
Industry Financial Services
Experience
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

Brittany Balding Brittany Balding Charlotte, North Carolina Details
Brittany Balding's Evergreen Investments Experience January 2006 - May 2007
Job Business Systems Consultant at Wells Capital Management
Industry Investment Management
Experience
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

Matt Favreau Matt Favreau Charlotte, North Carolina Area Details
Matt Favreau's Evergreen Investments Experience 2004 - 2005
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Cathleen (Croft) Sullivan Cathleen (Croft) Sullivan Greater Boston Area Details
Cathleen (Croft) Sullivan's Evergreen Investments Experience 1997 - 2001
Job Trust Administrator at Nixon Peabody LLP
Industry Law Practice
Experience
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

Derek McIver, GMBA Derek McIver, GMBA Greater Boston Area Details
Derek McIver, GMBA's Evergreen Investments Experience January 2007 - October 2008
Job Communications Specialist at Siemens Healthcare Diagnostics
Industry Marketing and Advertising
Experience
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

Michelle Barsanti Michelle Barsanti Charlotte, North Carolina Area Details
Michelle Barsanti's Evergreen Investments Experience March 2008 - March 2010
Job First Vice President Field Leadership, Wells Fargo Advisors
Industry Financial Services
Experience
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

Edward Dudley Edward Dudley Greater Atlanta Area Details
Edward Dudley's Evergreen Investments Experience 2004 - 2007
Job Co Founder, President & Sr. Consultant at Dudley Alliance
Industry Nonprofit Organization Management
Experience
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

Bill Rugg Bill Rugg Greater Boston Area Details
Bill Rugg's Evergreen Investments Experience October 1997 - August 2000
Job Director, Institutional Services Technology
Industry Information Technology and Services
Experience
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

Daryl Fury Daryl Fury Greater New York City Area Details
Daryl Fury's Evergreen Investments Experience January 2001 - June 2001
Job Senior Strategist at Rauxa
Industry Marketing and Advertising
Experience
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

Greg Bell, CIMA® Greg Bell, CIMA® Greater Boston Area Details
Greg Bell, CIMA®'s Evergreen Investments Experience December 2006 - January 2009
Job Principal, Sales Director at Havener Capital Partners LLC
Industry Financial Services
Experience
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

Gary Mishuris, CFA Gary Mishuris, CFA Greater Boston Area Details
Gary Mishuris, CFA's Evergreen Investments Experience September 2004 - January 2011
Job Managing Director, Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
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

Bryan Strickland Bryan Strickland Charlotte, North Carolina Area Details
Bryan Strickland's Evergreen Investments Experience July 2005 - February 2010
Job Director Finance at MetLife
Industry Financial Services
Experience
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

Jeff Monaco Jeff Monaco Downingtown, Pennsylvania Details
Jeff Monaco's Evergreen Investments Experience June 2005 - November 2006
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
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

Owen Kiernan Owen Kiernan Greater Boston Area Details
Owen Kiernan's Evergreen Investments Experience September 2007 - September 2008
Job Defined Contribution Investment Specialist at MFS Investment Management
Industry Financial Services
Experience
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

Jean Mircsev, CSM Jean Mircsev, CSM Greater Boston Area Details
Jean Mircsev, CSM's Evergreen Investments Experience 2005 - 2006
Job National Director, IT Quality Assurance at United Natural Foods
Industry Computer Software
Experience
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

Mark Royer Mark Royer San Francisco Bay Area Details
Mark Royer's Evergreen Investments Experience 1997 - 2001
Job Founder / Chief Financial Officer at Courtier Wines
Industry Wine and Spirits
Experience
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

William Coughlin William Coughlin Greater Boston Area Details
William Coughlin's Evergreen Investments Experience 2003 - 2004
Job Senior Communications Manager at Financial Engines
Industry Marketing and Advertising
Experience
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

Christine Creaser Christine Creaser Greater Boston Area Details
Christine Creaser's Evergreen Investments Experience June 2006 - June 2010
Job Financial Consultant 3 at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Matthew Convey Matthew Convey Greater Philadelphia Area Details
Matthew Convey's Evergreen Investments Experience September 2004 - January 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
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

Joseph Norman Joseph Norman Charlotte, North Carolina Area Details
Joseph Norman's Evergreen Investments Experience June 2008 - August 2009
Job Associate at Moore & Van Allen, PLLC
Industry Law Practice
Experience
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

Danielle Gadson Danielle Gadson Charlotte, North Carolina Area Details
Danielle Gadson's Evergreen Investments Experience August 2007 - October 2009
Job Sr. Applications Consultant at Oracle
Industry Human Resources
Experience
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

Doug Munsinger Doug Munsinger Greater Boston Area Details
Doug Munsinger's Evergreen Investments Experience January 2008 - June 2010
Job Senior Application Operations Specialist at Constant Contact
Industry Information Technology and Services
Experience
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

Connie Giordano Connie Giordano Charlotte, North Carolina Area Details
Connie Giordano's Evergreen Investments Experience August 2006 - January 2007
Job Partner/Executive Editor at INKtopia Limited managers of TechWhirl
Industry Information Technology and Services
Experience
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

Harry Whitton Harry Whitton Greater New York City Area Details
Harry Whitton's Evergreen Investments Experience June 1987 - February 1997
Job ETF Sales Trading at KCG
Industry Financial Services
Experience
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

Venkatesh Alagirisamy Venkatesh Alagirisamy Greater Boston Area Details
Venkatesh Alagirisamy's Evergreen Investments Experience January 2001 - December 2009
Job Principal Software Engineer at EMC
Industry Computer Software
Experience
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

Bill DeJianne Bill DeJianne Greater New York City Area Details
Bill DeJianne's Evergreen Investments Experience 1999 - 2007
Job Senior Vice President/Northeast Divisional Director Advisor Consultant/Wholesaler at Nuveen Investments
Industry Financial Services
Experience
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

Carrie Coulson Carrie Coulson Charlotte, North Carolina Area Details
Carrie Coulson's Evergreen Investments Experience August 2004 - July 2006
Job Senior Project Manager at Bank of America
Industry Banking
Experience
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

Mike Kaicher Mike Kaicher Greater New York City Area Details
Mike Kaicher's Evergreen Investments Experience June 2006 - June 2009
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
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

George Kozakis George Kozakis Greater Boston Area Details
George Kozakis's Evergreen Investments Experience September 2005 - June 2010
Job Vice PresidentHead of Client Services at Broadridge Financial Solutions, Inc.
Industry Financial Services
Experience
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

Vita Groysman Vita Groysman Greater Boston Area Details
Vita Groysman's Evergreen Investments Experience October 2007 - Present
Job Purchasing Agent
Industry Financial Services
Experience
Evergreen Investments   October 2007 - Present
Keane,Inc   December 1998 - September 2007

Education
Salem State University   1993 — 1997

William Bill Penn William Bill Penn Greater New York City Area Details
William Bill Penn's Evergreen Investments Experience August 2007 - December 2008
Job Senior Product Data Analyst / Manager
Industry Financial Services
Experience
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

Phil Graham Phil Graham Greater Boston Area Details
Phil Graham's Evergreen Investments Experience 1999 - 2007
Job SVP, Director of National Accounts at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
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

Kashif Syed Kashif Syed Greater Boston Area Details
Kashif Syed's Evergreen Investments Experience May 2006 - January 2010
Job Technical Lead at Isobar
Industry Information Technology and Services
Experience
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

Clint Ward Clint Ward Atlanta, Georgia Details
Clint Ward's Evergreen Investments Experience 2002 - 2004
Job Chief Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
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

Bob Vigneaux, CFA Bob Vigneaux, CFA Greater Boston Area Details
Bob Vigneaux, CFA's Evergreen Investments Experience April 2007 - March 2009
Job Advisory Resources Liasion at Capital Group
Industry Investment Management
Experience
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

Namaine Coombs Namaine Coombs Charlotte, North Carolina Area Details
Namaine Coombs's Evergreen Investments Experience February 2005 - May 2006
Job Investment Manager/Equity Research Analyst at Wells Fargo Wealth Management
Industry Investment Management
Experience
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

Steven Bromberger Steven Bromberger Greater Boston Area Details
Steven Bromberger's Evergreen Investments Experience September 2005 - September 2005
Job Sr. Associate Regional Director, Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Lisa Natale, CFP® Lisa Natale, CFP® Greater Boston Area Details
Lisa Natale, CFP®'s Evergreen Investments Experience 2002 - 2007
Job Wellness Partner at Pegasystems & Assembly Row
Industry Financial Services
Experience
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

Jerry Colihan Jerry Colihan Greater San Diego Area Details
Jerry Colihan's Evergreen Investments Experience February 2006 - July 2007
Job Consultant at Citisoft
Industry Financial Services
Experience
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

Paul Reichert Paul Reichert Charlotte, North Carolina Area Details
Paul Reichert's Evergreen Investments Experience March 2008 - December 2009
Job Fixed Income Trader at LPL Financial
Industry Financial Services
Experience
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

Maureen Doyle-Spare Maureen Doyle-Spare Greater Boston Area Details
Maureen Doyle-Spare's Evergreen Investments Experience 1989 - 1990
Job Global LSA Wealth Management, Brokerage & Retirement at GENPACT
Industry Information Technology and Services
Experience
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

Craig Kasap Craig Kasap Greater Boston Area Details
Craig Kasap's Evergreen Investments Experience April 1994 - April 1997
Job Portfolio Manager at Madden Asset Management
Industry Investment Management
Experience
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

Betsy Rochon Betsy Rochon Greater Minneapolis-St. Paul Area Details
Betsy Rochon's Evergreen Investments Experience 1995 - 1999
Job Senior Risk Manager, Wealth Management and Securities Services at U.S. Bank
Industry Financial Services
Experience
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

Meredith Ashwell Meredith Ashwell Charlotte, North Carolina Area Details
Meredith Ashwell's Evergreen Investments Experience November 2004 - April 2009
Job Sales Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  April 2009 - Present
Evergreen Investments   November 2004 - April 2009

Education
Roanoke College   1999 — 2003
BBA, Finance

Max Lazard Max Lazard Greater New York City Area Details
Max Lazard's Evergreen Investments Experience September 2001 - September 2009
Job Vice President at Wells Fargo FixedIncome Strategies
Industry Financial Services
Experience
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

Jeff Channell Jeff Channell Charlotte, North Carolina Area Details
Jeff Channell's Evergreen Investments Experience December 2007 - 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
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

Peter Ko Peter Ko Greater Boston Area Details
Peter Ko's Evergreen Investments Experience January 1998 - December 1998
Job Business Analyst at Putnam Investment (Contract position
Industry Financial Services
Experience
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

Eric Calvert Eric Calvert Charlotte, North Carolina Area Details
Eric Calvert's Evergreen Investments Experience 2005 - 2007
Job Seasoned Data Management Professional
Industry Information Technology and Services
Experience
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

Blake Hood Blake Hood Raleigh-Durham, North Carolina Area Details
Blake Hood's Evergreen Investments Experience February 2001 - May 2007
Job Regional Director, Principal Funds at Principal Financial Group
Industry Financial Services
Experience
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

Alicia Heslop Alicia Heslop Greater Boston Area Details
Alicia Heslop's Evergreen Investments Experience 1995 - September 2006
Job
Industry Investment Management
Experience
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

Jon Lis Jon Lis Greater Philadelphia Area Details
Jon Lis's Evergreen Investments Experience 2006 - 2006
Job Senior Associate
Industry Financial Services
Experience
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

David Omoqui David Omoqui Philadelphia, Pennsylvania Details
David Omoqui's Evergreen Investments Experience 2001 - 2004
Job Principal D&T Global Enterprises Inc
Industry Management Consulting
Experience
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

Scott Hester Scott Hester Charlotte, North Carolina Area Details
Scott Hester's Evergreen Investments Experience 2004 - 2010
Job Applications Systems Engineer at Wells Capital Management
Industry Information Technology and Services
Experience
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

Liz Clapp Liz Clapp Greater Boston Area Details
Liz Clapp's Evergreen Investments Experience November 2007 - August 2008
Job Head of Retail Sales at Fred Alger
Industry Financial Services
Experience
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

Ashley Shind Ashley Shind Greater Boston Area Details
Ashley Shind's Evergreen Investments Experience November 2007 - September 2009
Job Executive Assistant at Mediahub (Division of Mullen Lowe U.S.)
Industry Executive Office
Experience
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

Gloria Ramirez Weber Gloria Ramirez Weber Houston, Texas Area Details
Gloria Ramirez Weber's Evergreen Investments Experience June 2007 - October 2011
Job Research Analyst at Evergreen Investments
Industry Capital Markets
Experience
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

Kevin Grace Kevin Grace Charlotte, North Carolina Area Details
Kevin Grace's Evergreen Investments Experience 2007 - 2009
Job Sr. Commercial Mortgage Credit Analyst
Industry Investment Banking
Experience
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

Melanie Rawding Melanie Rawding Greater Boston Area Details
Melanie Rawding's Evergreen Investments Experience 2006 - 2007
Job Jewelry Designer at Scarlett
Industry Apparel & Fashion
Experience
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

Chris Callahan Chris Callahan Greater New York City Area Details
Chris Callahan's Evergreen Investments Experience September 2005 - October 2007
Job Vice President, Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
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

Stephen Friscia, CFA Stephen Friscia, CFA Greater New York City Area Details
Stephen Friscia, CFA's Evergreen Investments Experience 1993 - 2003
Job Managing Director, Portfolio Manager at Iridian Asset Management
Industry Investment Management
Experience
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

Timothy Maher, AIF®, CIMA® Timothy Maher, AIF®, CIMA® Greater Boston Area Details
Timothy Maher, AIF®, CIMA®'s Evergreen Investments Experience October 1997 - September 1998
Job SVP, DCIO Sales at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management  September 1998 - January 2015
Evergreen Investments   October 1997 - September 1998

Education
Providence College   1993 — 1997

Bob Labick Bob Labick Greater New York City Area Details
Bob Labick's Evergreen Investments Experience December 2000 - December 2002
Job President
Industry Financial Services
Experience
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

Kathryn DeTora Kathryn DeTora Providence, Rhode Island Area Details
Kathryn DeTora's Evergreen Investments Experience December 2007 - April 2010
Job Merrill Lynch
Industry Investment Management
Experience
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

Kasey (Farley) Phillips Kasey (Farley) Phillips Greater Boston Area Details
Kasey (Farley) Phillips's Evergreen Investments Experience April 1996 - May 2009
Job Assistant Treasurer at MFS Investment Management
Industry Investment Management
Experience
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

Valerie Lubrano Valerie Lubrano Washington D.C. Metro Area Details
Valerie Lubrano's Evergreen Investments Experience July 2006 - July 2007
Job Director, Operational Risk Management at Overseas Private Investment Corporation
Industry Investment Management
Experience
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

Peter Brennan Peter Brennan Charlotte, North Carolina Area Details
Peter Brennan's Evergreen Investments Experience 2000 - 2008
Job Head of Distribution at Adelante Capital Management
Industry Financial Services
Experience
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

Marshall Ndebele Marshall Ndebele Greater Philadelphia Area Details
Marshall Ndebele's Evergreen Investments Experience August 2006 - December 2007
Job Analyst
Industry Investment Management
Experience
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

Melissa Soucheck Melissa Soucheck Charlotte, North Carolina Details
Melissa Soucheck's Evergreen Investments Experience October 1992 - December 1999
Job ERM, Business Risk & Controls, TIAACREF Life & ATA Products
Industry Financial Services
Experience
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

Barbara Higgins Barbara Higgins Charlotte, North Carolina Area Details
Barbara Higgins's Evergreen Investments Experience January 2003 - April 2008
Job Project Analyst / Project Coodinator at Wells Fargo (Advantage Resources)
Industry Information Technology and Services
Experience
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

Paul Reilly PMP Paul Reilly PMP Greater Boston Area Details
Paul Reilly PMP's Evergreen Investments Experience 1988 - 1993
Job Freelance Systems Consultant at RFSC Inc.
Industry Financial Services
Experience
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

Jeff Edelson Jeff Edelson Greater Boston Area Details
Jeff Edelson's Evergreen Investments Experience March 1998 - November 2005
Job Project Managing Officer at Boston Financial Data Services
Industry Financial Services
Experience
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

Jimmy Moynihan Jimmy Moynihan Greater Boston Area Details
Jimmy Moynihan's Evergreen Investments Experience 2002 - 2007
Job Research Analyst at Pioneer Investments
Industry Financial Services
Experience
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

Eugene (Gene) Moore Eugene (Gene) Moore Charlotte, North Carolina Area Details
Eugene (Gene) Moore's Evergreen Investments Experience 2005 - 2008
Job Senior Project Manager at TIAACREF
Industry Financial Services
Experience
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

Audrey Meyer Lampert Audrey Meyer Lampert Hartford, Connecticut Area Details
Audrey Meyer Lampert's Evergreen Investments Experience 1989 - 1999
Job Managing Director at Babson Capital Management LLC
Industry Financial Services
Experience
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

Crystal Reece Crystal Reece New York, New York Details
Crystal Reece's Evergreen Investments Experience April 2007 - July 2009
Job Asset Backed Finance
Industry Financial Services
Experience
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

Todd Fungard, CFA Todd Fungard, CFA Greater Philadelphia Area Details
Todd Fungard, CFA's Evergreen Investments Experience June 2003 - April 2008
Job Associate Chief Investment Officer at McQueen, Ball & Associates
Industry Investment Management
Experience
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

Chris Ridberg Chris Ridberg Charlotte, North Carolina Area Details
Chris Ridberg's Evergreen Investments Experience November 2006 - January 2010
Job Regional Vice President at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
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

Tim Tolios Tim Tolios Greater Boston Area Details
Tim Tolios's Evergreen Investments Experience 1999 - 2002
Job Senior Control Manager at Putnam Investments
Industry Financial Services
Experience
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

Shalyn Misra Shalyn Misra Greater Boston Area Details
Shalyn Misra's Evergreen Investments Experience 2001 - 2003
Job Oracle PL/SQL Developer
Industry Computer Software
Experience
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

Diane Wilson Diane Wilson Greater Los Angeles Area Details
Diane Wilson's Evergreen Investments Experience October 2003 - October 2006
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
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

Isaac Kuznits, CFA, FRM Isaac Kuznits, CFA, FRM Washington, District Of Columbia Details
Isaac Kuznits, CFA, FRM's Evergreen Investments Experience September 2004 - August 2006
Job Financal Analyst at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
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

Stephen Maher Stephen Maher Greater Philadelphia Area Details
Stephen Maher's Evergreen Investments Experience April 2002 - July 2005
Job President at SPM Investment Systems Consulting (SPMIsc, Inc)
Industry Investment Management
Experience
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

Carol Kosel Carol Kosel Greater Boston Area Details
Carol Kosel's Evergreen Investments Experience 1997 - 2008
Job Independent Trustee at Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Funds Group  March 2013 - Present
Sun Capital Advisers Trust   April 2011 - December 2012
Evergreen Funds  October 2008 - August 2010
Evergreen Investments   1997 - 2008

Skills
Asset Management, Mutual Funds, Trustee

Education
Minnesota State University, Moorhead   1982 — 1986
Bachelor of Science, Accounting

Thomas Trickett Thomas Trickett Charlotte, North Carolina Area Details
Thomas Trickett's Evergreen Investments Experience January 1996 - January 2004
Job Senior Business and Financial Executive
Industry Accounting
Experience
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

David Hansbury David Hansbury Greater Boston Area Details
David Hansbury's Evergreen Investments Experience November 2001 - November 2009
Job at Bank of America
Industry Financial Services
Experience
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

Bonnie Marvonek Bonnie Marvonek Greater Boston Area Details
Bonnie Marvonek's Evergreen Investments Experience July 1996 - September 2001
Job Sr. Account Executive
Industry Marketing and Advertising
Experience
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

Diane Beaver Diane Beaver Charlotte, North Carolina Area Details
Diane Beaver's Evergreen Investments Experience 2008 - Present
Job Senior Fixed Income Trader
Industry Financial Services
Experience
Evergreen Investments   2008 - Present
Evergreen Investments   2000 - 2008

Education
Lenoir-Rhyne University
BA, Sociology and History

Jordan Ronkin Jordan Ronkin Boston, Massachusetts Details
Jordan Ronkin's Evergreen Investments Experience October 2000 - June 2003
Job RIC Tax Manager at State Street Corp.
Industry Financial Services
Experience
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

YolandaLana N. Dukes, B.S. YolandaLana N. Dukes, B.S. Sacramento, California Area Details
YolandaLana N. Dukes, B.S.'s Evergreen Investments Experience 1971 - 2012
Job Paralegal at DLA Piper
Industry Law Practice
Experience
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

Michelle Budd Michelle Budd Raleigh-Durham, North Carolina Area Details
Michelle Budd's Evergreen Investments Experience April 2007 - December 2008
Job ICU at NC State University
Industry Veterinary
Experience
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.)

Ryan McMahon, CIMA, CFP, CAIA Ryan McMahon, CIMA, CFP, CAIA Charlotte, North Carolina Area Details
Ryan McMahon, CIMA, CFP, CAIA's Evergreen Investments Experience January 2001 - October 2003
Job Regional Manager, Investment & Fiduciary Services at Wells Fargo, The Private Bank
Industry Investment Management
Experience
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

Jill Richman Jill Richman West Palm Beach, Florida Area Details
Jill Richman's Evergreen Investments Experience January 1994 - November 2013
Job Director, Municipal Fixed Income Research at TIAACREF
Industry Research
Experience
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

Edgardo Sternberg Edgardo Sternberg Boston, Massachusetts Details
Edgardo Sternberg's Evergreen Investments Experience March 2004 - May 2005
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Jeffrey Tang Jeffrey Tang Greater Boston Area Details
Jeffrey Tang's Evergreen Investments Experience September 2000 - August 2006
Job Hedge Fund Portfolio Manager
Industry Investment Management
Experience
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

Marcus Spero Marcus Spero Media, Pennsylvania Details
Marcus Spero's Evergreen Investments Experience 2004 - 2006
Job Vice President at State Street Bank
Industry Financial Services
Experience
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

Brenda Travers Brenda Travers Johnston, Rhode Island Details
Brenda Travers's Evergreen Investments Experience March 2004 - June 2005
Job Senior Business Analyst
Industry Financial Services
Experience
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

John R. Siphron, CFP®, CRPC® John R. Siphron, CFP®, CRPC® Greater Boston Area Details
John R. Siphron, CFP®, CRPC®'s Evergreen Investments Experience April 1990 - September 1995
Job External Wholesaler, Fundraiser
Industry Financial Services
Experience
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

Jessica Doherty Jessica Doherty Syracuse, New York Area Details
Jessica Doherty's Evergreen Investments Experience January 2006 - October 2006
Job Training & Process Specialist at BNY Mellon
Industry Financial Services
Experience
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

Select page

1 2 3 4 5


Similar Companies