Evergreen Investments
Industry: Investment management company
DescriptionEvergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm
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Evergreen Investments Employees
Integra Realty Resources August 2014 - Present
PreservingUS, Inc. March 2011 - August 2014
Greenshield Financial Services March 2007 - January 2010
Evergreen Investments August 2005 - March 2007
Bank of America February 2004 - August 2005
American Express March 2003 - October 2003
Greenville Ford May 2001 - November 2002
Skills
Customer Service, Public Speaking, Microsoft Office, Marketing, Leadership, Management, Public Relations, Market Research, Marketing Communications, Project Management, Networking, Strategic Planning, Social Media, Forecasting
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Economics, GPA: 3.4
The University of Texas at San Antonio 1998 — 2001
Bachelor of Arts (B.A), Business/Corporate Communications
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Capital Group February 2015 - Present
ING 2006 - June 2014
Wachovia May 2001 - May 2006
Evergreen Investments March 1997 - May 2001
T. Rowe Price June 1986 - March 1996
Skills
Investment Management, Corporate Communications, Advertising, Marketing, Investments, Content Management, Mutual Funds, Marketing Communications, Content Strategy, Financial Services, Web Content Management, Email Marketing, Copywriting, Online Marketing, Newsletters, Asset Management, SEO, Investment..., E-commerce, Creative Writing, News Writing
Education
The Johns Hopkins University
B.A.
Marblehead High School
Wells Fargo August 2014 - Present
Wells Fargo May 2009 - July 2014
Wells Fargo May 2009 - September 2009
Evergreen Investments June 2007 - May 2009
Skills
Series 7, Loans, Portfolio Management, Credit Analysis, Credit, Due Diligence, Business Development, CRM, Underwriting, Real Estate, Competitive Analysis, Commercial Real Estate, Investments
Education
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (MBA)
Wake Forest University 2003 — 2007
B.S., Business
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
Proficio Mortgage Ventures, LLC Project ManagerProficio Mortgage Ventures LLCJuly 2012 - March 2015
FNB 2010 - October 2012
Evergreen Investments 2001 - 2002
Insource Technology 1997 - 2001
Skills
Mortgage Lending, Strategic Planning, Project Planning, Budgets, Account Management, Leadership, Real Estate, Management, Sales Management, Financial Analysis, Process Improvement, Loans, Finance, Marketing, Due Diligence, Negotiation, Customer Service, Customer Satisfaction, Business Process..., Banking, Mortgage Banking, Credit, Analysis, Forecasting, Strategy
Education
Texas A&M University 1993 — 1995
MBA
Texas A&M University - Mays Business School 1993 — 1995
MBA
University of New Hampshire 1987 — 1992
BA, English
Federal Reserve Bank of Boston January 2013 - Present
Darling Consulting Group September 2009 - December 2011
Technology Business Research April 2009 - July 2009
Evergreen Investments June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Excel, Data Analysis, PowerPoint, Strategy Development, Risk Management, Interest Rate Risk..., Interest Rate..., Fixed Income, Asset Management, Investment Strategies, Liquidity Management, Asset Managment, Banking, Market Risk, Financial Risk, Credit Risk, ALM, Microsoft Excel, Economics, Bloomberg, Derivatives, Strategy, Portfolio Management, Investments, Equities, Capital Markets, Equity Research, Credit Analysis
Education
University of Miami - School of Business 2011 — 2012
MBA, Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Finance
Wells Fargo October 2013 - Present
Wells Fargo May 2012 - Present
Wells Fargo Bank 2010 - May 2012
Wells Fargo September 2006 - May 2010
Wachovia Bank January 2004 - September 2006
Evergreen Investments September 2000 - January 2004
Fiserv May 1998 - September 2000
USMC Reserves May 1991 - May 1999
Skills
Software Documentation, Disaster Recovery, SharePoint, Troubleshooting, Servers, VMware, Security, Databases, Windows, Operating Systems, Microsoft SQL Server, System Administration
Education
Temple University 1991 — 1997
BFA, Computer Animation, Animation, and Graphics Arts and Design
Carolina One Real Estate January 2013 - Present
Raymond James/ Morgan Keegan and Co, Inc May 2012 - January 2013
Rewined Candles October 2011 - April 2012
Robert W. Baird & Co. August 2010 - August 2011
Merrill Lynch November 2008 - August 2010
Evergreen Investments March 2007 - June 2008
Skills
Sales, Real Estate, Customer Service, Marketing Communications, Series 63, Negotiation, Selling, Asset Management, Budgets, Credit, Financial Analysis, Financial Modeling, Financial Services, Investments, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Securities, Series 7, Social Media Marketing, Strategic Planning, Wealth Management, Marketing, Asset Managment, Valuation, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor, Communications
Clemson University 2000 — 2002
Best You Fitness; http://www.carrielincoln.com June 2010 - Present
Carrie's SWEET Cakes October 2009 - Present
Self Employed April 2008 - October 2011
evergreen investments June 2006 - October 2009
Boston Financial Data Services 1993 - 2002
Skills
Microsoft Word
Education
Suffolk University 1991 — 1994
Quincy High
The UPS Store #5522 August 2014 - Present
Consolidated Planning, Inc. September 2012 - March 2014
NC Employment Commission July 2011 - September 2012
ProNet Charlotte January 2011 - August 2012
Wells Fargo Asset Management January 2009 - May 2011
Evergreen Investments November 2007 - December 2008
Wachovia Capital Markets July 1997 - October 2007
Smith Barney June 1988 - July 1997
Skills
Bloomberg Terminal, Proposal Writing
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA, Management, FInance
U.S. Navy Nuclear Power School 1978 — 1979
Nonaccredited Masters of Nuclear Engineering, Nuclear Engineering
United States Naval Academy 1974 — 1978
Bachelor of Science, Engineering
Children's Hospital Boston October 2010 - Present
Cox Communications April 2010 - October 2010
Comcast 1998 - January 2010
Evergreen Investments 1997 - 1998
UMass Dartmouth 1995 - 1997
Skills
SEVIS, Adobe LiveCycle Designer, Analysis, Excel, Access, PeopleSoft, Call Centers, I-9 Compliance, H-1B, Visas, Process Improvement, Data Analysis, Outlook, Training, Leadership, Customer Service, Customer Satisfaction, Microsoft Excel, Coaching, Public Speaking, Team Leadership, Call Center, Analytics, Supervisory Skills, PowerPoint, Word, Microsoft Office, Compliance, Research, Documentation, Problem Solving, Writing, Direct Marketing, Marketing Strategy, Windows, Email Marketing, Performance Management, Database Administration, Account Management, Database Management, Data Entry, SharePoint, Billing, Market Analysis, SQL
Education
University of Massachusetts Dartmouth 1993 — 1997
BFA, Electronic Music, Theory and Composition
Sun Life Financial July 2002 - Present
Cignal Global October 2000 - September 2001
Sun Life of Canada 1997 - 2000
Evergreen Investments 1989 - 1997
Skills
Avaya, Genesys, Verint, NICE, IVR, Symon, Empirix OneSight, Empirix Hammer, Microsoft Office, Call Routing, Call Center, Switches, Troubleshooting, CTI, Telephony, PBX, ACD, Avaya PBX, Telecommunications, Windows, Call Recording, Visio, Contact Centre, Vectoring, Call Logging, Call Centers, ITIL, SDLC, Vendor Management, Disaster Recovery, Technical Support, Testing, Requirements Analysis, Process Improvement, Business Analysis, Contact Centers, Integration, System Administration, Enterprise Software, Networking, Workforce Management, IT Service Management, Data Center, Service Delivery, Microsoft Exchange, Project Planning, WAN, IT Management, VoIP, System Deployment
Education
Empirix 2009 — 2009
Genesys University 2003 — 2007
University of Massachusetts Boston
Science
Wells Fargo May 2008 - Present
Evergreen Investments January 2005 - May 2008
Evergreen Investments June 1998 - December 2004
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA, Radio, TV and Motion Pictures, Sociology
Wells Fargo June 2011 - Present
Bank of America and Sherpa, LLC December 2010 - May 2011
Evergreen Investments January 2008 - March 2010
Evergreen Investments January 2006 - December 2007
Evergreen Investments March 2003 - December 2005
Skills
Sales, Marketing, Business Planning, Internal Communications, Change Management, Series 7, Financial Services, Mutual Funds, Strategy, CRM, Management, Investments, Leadership, Wealth Management, Series 63, Relationship Management, Cross-functional Team..., Training, Program Management, Asset Management, Business Development, Business Strategy
Education
The Ohio State University Fisher College of Business 1989 — 1992
BS, Marketing and Accounting
The Ohio State University Fisher College of Business
Bachelor's Degree, Marketing and Accounting
The Center for Association Management June 2011 - Present
Evergreen Investments January 2002 - April 2003
Standish Mellon Asset Management (div. of Bank of New York Mellon Corporation) January 1999 - January 2002
Loomis, Sayles & Company September 1988 - January 2000
Skills
Social Media, Marketing, Investments, CRM, Lead Generation, Market Research, SEO, Product Management, Project Management, Salesforce.com, Press Releases, Event Management, Facebook, Editing, Event Planning, Strategic Partnerships, Leadership, Strategic Planning
Education
Suffolk University 1994 — 1997
Masterof Business Administration, Business Administration/Marketing
University of New Hampshire 1984 — 1988
B.S, Business Administration, Business major, Spanish minor
Morningstar April 2014 - Present
ByAllAccounts April 2005 - Present
John Hancock Financial Services October 2000 - May 2001
Evergreen Investments February 2000 - September 2000
Skills
Software Development, Agile Methodologies, XML, SQL, Java, Software Engineering, SaaS, SDLC, Enterprise Software, Web Services, JavaScript, C#, Requirements Analysis, Software Project..., Debugging, C++, XSLT, Android Development, Android SDK
Education
University of Massachusetts Lowell 2003 — 2005
MS, Computer Engineering
Bangalore Institute of Technology 1993 — 1997
BE, Electrical and Electronics
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
Sun Life Financial February 2010 - May 2012
Sun Life Financial June 2005 - December 2009
Evergreen Investments September 2004 - June 2005
Columbia Management March 1999 - June 2004
Putnam Investments January 1996 - March 1999
Golf Professional January 1986 - January 1996
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics
Pioneer Investments 2008 - 2011
Evergreen Investments 2006 - 2008
MFS Investment Management 1999 - 2006
Alliance Capital Management (Regent) 1991 - 1999
Van Kampen, Morris, Stone 1983 - 1991
Skills
FINRA, Mutual Funds, Series 7, Asset Allocation, Client Service, Asset Management, Series 63, Wealth Management, Equities, Investments, Wholesaling, Retirement Planning, Separately Managed..., CIMA, Managed Accounts, Financial Advisory, Executive Management, Sales Management, Series 24, Asset Managment, Investment Advisory, Investment Management, Portfolio Management, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Securities, Investment Strategies, Fixed Income, Retirement, Wealth Management..., Bonds, 401k, Fixed Annuities, Series 65, Financial Markets, Capital Markets, Client Services, Wholesale, Managing Accounts
Education
The University of Texas at El Paso
BS, Science
Blocher Enterprises August 2010 - Present
Smith Breeden Associates, Inc. March 2010 - August 2010
Smith Breeden Associates August 2007 - March 2010
Evergreen Investments March 2004 - July 2007
Wachovia June 2000 - March 2004
Skills
Portfolio Management, Fixed Income, Due Diligence
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business, French
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business, French
Eaton Vance June 2007 - Present
Evergreen Investments 2005 - 2007
Evergreen Investments/Wachovia Corporation 2005 - 2007
PFPC/PNC/BNY Mellon 2000 - 2005
Putnam Investments 1995 - 2000
Tucker Anthony & R L Day 1981 - 1987
Skills
Client Service, Asset Management, Series 7, Compliance, Series 63, Relationship Management, Series 99, Building Strong..., Asset Managment, Financial Services, Mutual Funds, Alternative Investments, Securities, Hedge Funds, Fixed Income, Trading, ETFs, FINRA, Equities, Investments, Series 6
Education
Simmons College - Simmons School of Management
MBA
Wells Capital Management March 2009 - Present
Evergreen Investments July 2002 - March 2009
Skills
Asset Managment, Mutual Funds, Asset Management, Portfolio Management, Equities, Business Development, Investments, New Business Development
Education
University of Florida 1994 — 1999
BA, Political Science and Marketing
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
BNY Mellon June 2012 - Present
MFS Investment Management, Quantitative Equity Investments January 2008 - April 2011
Evergreen Investments March 2006 - January 2008
American Express April 2002 - August 2005
Paradigm Global Advisors June 1999 - April 2002
Stockholm School of Economics October 1996 - June 1997
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Risk Management, Financial Risk, Mergers & Acquisitions, Quantitative Analytics, Banking, Analysis, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Investments
Education
Yale University 1997 — 1999
M.A., Statistics
University of Illinois at Urbana-Champaign 1994 — 1996
M.S., Economics
Belarussian State University 1989 — 1994
B.S., Applied Mathematics
Empower Retirement January 2015 - Present
Putnam Investments September 2012 - December 2014
Wells Fargo July 2010 - September 2012
Evergreen Investments 2007 - 2010
Education
University of New Orleans 2004 — 2006
Bachelor’s Degree, European History
Southwestern Community College District 2000 — 2004
Associate’s Degree, General Studies
Wells Fargo June 2007 - Present
Wachovia June 2007 - Present
Wachovia November 1999 - Present
Evergreen Investments February 2005 - June 2007
Wachovia Securities November 1999 - February 2005
Skills
Finance, Treasury Services, Series 63, Banking, Treasury, Mutual Funds, Relationship Management, Portfolio Management, Leadership, Investments, Solution Selling, Management, Liquidity Management, Payments, Treasury Management, Electronic Payments, Coaching, Fixed Income, Sales, Commercial Banking, Cash Management, Commercial Lending, Credit, Financial Services
Education
State University of New York College at Cortland
Bachelor of Science, Health Education
DT Investment Partners, LLC June 2011 - Present
The Haverford Trust Company 2007 - 2008
Evergreen Investments 1992 - 2006
Skills
Fixed Income, Asset Allocation, Portfolio Management, Investments
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Arts (B.A.), Economics
Wells Fargo December 2010 - Present
TIAA-CREF April 2008 - January 2011
Evergreen Investments December 2001 - December 2006
Wachovia Securities October 1998 - December 2001
GE Capital January 1997 - October 1998
First Union 1987 - 1997
Skills
New Business Development, Cross-functional Team..., Leadership, Strategic Planning, Marketing, Marketing Strategy, Management, Marketing Communications, Integrated Marketing, Market Research, Advertising, Financial Services, Investments, Product Development, Corporate Communications, Brand Management, Strategy
Education
University of Florida 1978 — 1982
Bachelor of Science - Advertising, Marketing, Advertising
The Johns Hopkins University
MBA, Marketing & Management
The Credit Phoenix April 2015 - Present
Credit Restoration Associates November 2014 - March 2015
Drew Strategies, LLC - Business Consulting September 2013 - September 2014
Primerica July 2013 - June 2014
Lateral Group January 2013 - May 2013
The Computer Merchant November 2012 - January 2013
Wells Fargo Advantage January 2006 - April 2012
First Clearing, LLC November 2004 - January 2006
Evergreen Investments November 2001 - November 2004
BankBoston December 2000 - September 2001
Skills
Business Analysis, Management, Analysis, Mutual Funds, Banking, Investments, Relationship Management, CRM, Risk Management, Process Improvement, Project Management, Business Process..., Business Intelligence, Portfolio Management, Vendor Management, Financial Analysis, Teamwork, Data Management, Credit Management, Credit Scoring
Education
University of Phoenix 2011 — 2012
Certification, Project Management
Stonehill College 1989 — 1993
Bachelor of Arts, Sociology
Bridgton Academy 1988 — 1989
Diploma, Prep School
Lynnfield High School 1984 — 1988
Calvert Investments August 2013 - Present
Freelance Writing and Financial Consulting August 2011 - July 2013
Wells Fargo Advisors August 2007 - July 2011
Evergreen Investments 1997 - 2006
Piedmont Airlines 1987 - 1997
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Long Term Care Insurance, Public Speaking, Strategic Financial..., Sales, Marketing, Retirement Planning, Project Management, Marketing Strategy, New Business Development, Estate Planning, Team Building, Coaching, Microsoft Office, Microsoft Excel
Education
Sewanee-The University of the South
Education for Ministry Graduate
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Marketing/Economics/Finance
VyStar Credit Union January 2008 - Present
Evergreen Investments January 1999 - January 2008
SouthTrust Bank August 1998 - January 2005
Barnett Capital Advisors August 1988 - August 1998
Barnett Banks Trust Company August 1985 - August 1988
Skills
Client Service, ALM, Fixed Income, Investments, Portfolio Management, Asset-Liability..., Balance Sheet..., Investment Management, Client Development, Business Development, Product Development, Fixed Income Portfolio..., Management, Client Presentation, Client Profiles, Mutual Funds
Education
University of North Florida - College of Business Administration 1995 — 1999
MBA
University of Florida - Warrington College of Business Administration 1981 — 1985
BS, Finance
New Milford H.S. 1979 — 1981
Charles Schwab Investment Management June 2011 - Present
Mountain Asset Management 2007 - 2010
Evergreen Investments 1997 - 2007
Skills
Securities, Investments, Portfolio Management, Equities
Education
University of Central Florida
Bachelor's, Finance
Millennium Advisors, LLC March 2015 - Present
TIAA-CREF August 2013 - March 2015
Bank of America Merrill Lynch July 2010 - August 2013
Banc of America Securities June 2009 - August 2009
Wachovia Securities, LLC February 2007 - June 2008
Evergreen Investments September 2004 - January 2007
PricewaterhouseCoopers August 2002 - September 2004
Skills
Corporate Finance, Leveraged Finance, High Yield, Financial Analysis, Financial Structuring, Credit Analysis, Investments, Management, Investment Banking, Loans, Fixed Income, Finance, Financial Modeling, Portfolio Management, Valuation, Private Equity, Equities, LBO, Trading, Capital Markets, Bloomberg, Asset Management, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Scout Investments November 2011 - Present
Deutsche Bank May 2011 - November 2011
Manpower Inc. July 2010 - April 2011
Wells Fargo Bank - Oakbrook Solutions May 2010 - July 2010
Wells Fargo Advisors, Legacy Wachovia Securities, LLC March 2002 - July 2009
Mutual Fund Operations March 2005 - August 2007
Evergreen Investments March 2002 - March 2005
Schonfeld Securities June 1999 - December 2001
John Hancock Signature Services, Inc December 1997 - June 1999
Skills
Securities, CRM, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Bloomberg, Retirement Planning, Options, Financial Modeling, Analysis, Mergers, Portfolio Management, Derivatives, Asset Managment, Risk Management, Investment Banking, Due Diligence, Financial Markets, Business Analysis, Wealth Management, Investment Advisory, Business Development, Banking, Asset Allocation, Strategic Financial..., FX Options, Leadership, Investment Strategies, Series 63, Valuation, Investment Management, Financial Risk, Hedge Funds, Management, Bonds, Corporate Finance, Capital Markets, Corporate Actions, Mergers & Acquisitions, Retirement, Asset Management, Financial Planning
Education
University of Maine 1993 — 1997
Bachelor of Science, Business Administration; Finance Concentration
SF Bay Area Private Wealth Management Firm March 2011 - Present
Advisors Asset Management, Inc. September 2010 - April 2011
Evergreen Investments April 1993 - October 2008
Comerica June 1982 - April 1993
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Bonds, Asset Managment, Strategy, Series 7, Capital Markets, Securities, Bloomberg, Management, Investment Strategies, Asset Management, High Net Worth..., Investment Management, Trading, Wealth Management
Education
University of Michigan 1978 — 1982
BSA, Managerial Economics and Finance
Wayne State University
MBA, Finance
RIA Sources July 2015 - Present
AXA July 2014 - June 2015
Protective Life October 2010 - October 2013
LPL Financial Services 2007 - October 2010
LPL FINANCIAL INSTITUTION SERVICES 2007 - October 2010
AIG Annuity February 2007 - September 2007
Sovereign Advisers October 2004 - February 2007
Evergreen Investments 1999 - 2004
Skills
Series 24, Mutual Funds, Series 7, Financial Advisory, Fixed Annuities, Series 63, Series 6, Separately Managed..., Retirement Planning, Financial Services, Fixed Income, Hedge Funds, Investments, Insurance, Retirement, Sales, Alternative Investments, Asset Management, Relationship Management, Bonds, Investment Strategies, Securities, Asset Allocation, Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Investment Advisory, Wealth Management..., Estate Planning, Life & Health Insurance..., Strategic Financial..., Uniform Combined State..., 401k, FINRA, Series 65, Disability Insurance, Portfolio Management, New Business Development, Financial Planning
Education
University at Buffalo 1989 — 1993
BA, International Business
AlertRespond, Inc. December 2014 - Present
IronGate Investment Management December 2013 - November 2014
Genworth Wealth Management May 2012 - December 2013
Global Microfinance Partners LLC June 2008 - May 2012
Deutsche Asset Management May 2006 - May 2008
Evergreen Investments April 2003 - June 2006
AIG SunAmerica March 2000 - March 2003
First Union Capital Management Group (Wachovia/Wells Fargo predecessor) February 1999 - March 2000
Morgan Stanley 1996 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Financial Services, Capital Markets, New Business Development, Public Speaking, Investment Strategies, Investment Management, Finance, Fixed Income, Microfinance, Marketing, Asset Managment, Financial Advisory, Retirement Planning, Emerging Markets, Wholesale, Banking, Sales, Alternative Investments, Selling, Series 7, 401k, Asset Allocation, Sales Operations, Securities, Wealth Management, Investment Banking, CRM, Management, Wholesaling
Education
The Citadel 1989 — 1993
B.S., Business Administration
State Street Global Advisors August 2015 - Present
BlackRock February 2011 - August 2015
iShares November 2007 - February 2011
Evergreen Investments May 2007 - November 2007
UBS April 2001 - April 2007
PaineWebber August 1997 - April 2001
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Capital Markets, Investment Banking, Valuation, Asset Allocation, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Maine 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
First Republic Bank August 2013 - Present
Wells Fargo Wealth Management Group March 2006 - August 2013
Respite and Research for Alzheimer's Disease 2009 - 2010
Evergreen Investments April 2004 - March 2006
BearingPoint January 2001 - March 2004
CSFB 1997 - 2001
Skills
Software Implementation, Investment Management, Investments, Fixed Income, Business Analysis, Financial Risk, Wealth Management..., Process Improvement, Asset Managment, Portfolio Management, Hedge Funds, Wealth Management, Equities, Strategy, Risk Management, Securities, Asset Management, Leadership, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Capital Markets, Project Management, Financial Services, Investment Strategies, Analysis, Banking, Program Management
Education
Southern Illinois University, Carbondale 1992 — 1996
BA, Russian & International Trade
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Arts (BA), Russian & International Trade
Merrill Lynch June 2015 - Present
Barclays March 2013 - June 2015
Bank of America March 2010 - March 2013
Barclays Wealth and Investment Management June 2013 - 2013
Evergreen Investments March 2007 - December 2010
Evergreen Investments October 2006 - March 2007
Wachovia Securities February 2005 - October 2006
CRS Building Automation Systems February 2004 - July 2004
Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance
Education
State University of New York College at Buffalo 1999 — 2003
BA, Communication
Lorenzo De Medici Florence Art Institute 2002 — 2003
University at Buffalo, The State University of New York 1999 — 2003
B.A, Communication
Northwestern Mutual June 2015 - Present
Eduventures September 2014 - June 2015
Whole Foods Market July 2013 - September 2014
Ambrose Employer Group, LLC April 2011 - January 2012
Bond New York September 2009 - April 2011
Next Round, Inc October 2008 - February 2009
MFS Investment Management November 2004 - October 2008
Evergreen Investments July 2002 - November 2004
Skills
Human Resources, Employee Benefits, Onboarding, Kronos, LinkedIn Recruiter, Management, Peopl, E-Verify, Lawson HRIS, Payroll, Microsoft Office, Training, Outlook, Microsoft Excel, PowerPoint, Securities, Negotiation, Fixed Income, Trading, Mutual Funds, Workday, Recruiting, Sales
Education
Trinity College-Hartford
Bachelors, Psychology
University of York
MRA Laboratories, Inc. 2010 - Present
Raymond James 2009 - 2010
Evergreen Investments 2007 - 2009
Manulife Financial 2005 - 2007
Skills
Series 7, Series 65, Series 63, Mutual Funds, Investments, Separately Managed...
Education
Salve Regina University 2000 — 2004
BS, Business
HubSpot April 2015 - Present
HubSpot June 2013 - March 2015
HubSpot February 2013 - May 2013
HubSpot August 2012 - January 2013
HubSpot August 2011 - July 2012
HubSpot August 2009 - July 2011
Columbia Management August 2007 - August 2009
Evergreen Investments January 2007 - August 2007
Hilton July 2006 - December 2006
Skills
Negotiation, Blog Marketing, Social Media Marketing, RFP, Inbound Marketing, Content Development, Lead Generation, Database Admin, Business, Web Marketing, Outlook, SEO, Sales, Marketing Strategy, Social Media, Salesforce.com, Account Management, Selling, Cold Calling, B2B, Start-ups, Marketing, CRM, Blogging, Online Marketing, Email Marketing, Recruiting, B2B Marketing, SEM
Education
University of Colorado Boulder 2000 — 2004
Brown Brothers Harriman August 2006 - Present
Evergreen Investments December 2004 - August 2006
Evergreen Investments September 2003 - December 2004
Wayland Police Department January 2002 - June 2002
Skills
Compliance, Manage Client..., Strengthening Client..., Customer Service, Problem Solving, Process Improvement, Mentoring, Procedure Creation, Research, Financial Audits, Due Diligence, Bloomberg, Administration, Mutual Funds, Excel, PowerPoint, Word, Adobe Acrobat, Lotus Notes, AML, Financial Services, Policy
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Arts, Criminal Justice and Philosophy, Law and Public Policy
Westfield State College 1999 — 2000
Criminal Justice, 3.61
Pentucket Regional High School West Newbury, MA 1995 — 1999
Diploma, Graduate with Honors and Scholarship Awarded
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
SunTrust Bank March 2008 - Present
Evergreen Investments September 2000 - March 2008
Skills
Portfolio Management, Wealth Management, Commercial Lending, Private Banking, Relationship Management, Consumer Lending
Education
University of Florida 1991 — 1993
BS
Citizens Financial Group, Inc. June 2015 - Present
State Street June 2014 - June 2015
State Street February 2008 - June 2014
Evergreen Investments November 2005 - February 2008
ByAllAccounts/State Street October 2001 - October 2005
Summit Technology (Alcon) May 1999 - July 2001
Skills
Business Analysis, Quality Assurance, E-commerce, Chemical Engineering, Business Requirements, Process Improvement, Customer Relations, SDLC, Oracle Financial, Project Coordination, Testing, Software Documentation, Change Management, Databases, Customer Service, Project Planning, Management, ERP, Quality Center, Oracle, Analysis, Test Planning, Requirements Gathering, Business Process, User Acceptance Testing, Cross-functional Team..., Project Management, HP Quality Center
Education
1988 — 1994
BS, Chemical Engineering
Worcester Polytechnic Institute 2000 — 2001
E-Commerce
Oracle Hyperion Financial Management 2013 — 2013
Mercury Interactive 2006 — 2006
QTP, Test Director, WinRunner
Cornerstone Advisors Asset Management, Inc. December 2008 - Present
Cornerstone Institutional Investors, Inc. December 2008 - Present
Evergreen Investments November 2007 - December 2008
Econ Financial Services May 2006 - September 2006
Skills
Asset Management, Series 7, Investment Management, Securities, Series 63, Hedge Funds, Customer Service, Investments, Equities, Due Diligence, Trading, Uniform Combined State..., Fixed Income, Portfolio Management, Series 66
Education
Siena College 2003 — 2007
BS, Finance
Piedmont Investment Advisors January 2010 - Present
Evergreen Investments January 2008 - March 2010
Evergreen Investments April 2004 - January 2008
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Trading, Mutual Funds
Education
University of North Carolina at Chapel Hill 1990 — 1995
West Charlotte
West Charlotte
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
TIBCO Spotfire November 2013 - Present
Brainshark January 2013 - November 2013
OneSource Information Services May 2005 - December 2012
Impole Corporation January 2003 - 2005
SAP January 2000 - January 2002
EF Au Pair 2000 - 2001
Scudder Investments January 1998 - January 1999
Evergreen Investments 1997 - 1998
BayBanks January 1995 - January 1996
Skills
Salesforce.com, B2B, Account Management, New Business Development, Customer Relations, Email Marketing, Solution Selling, Cold Calling, Sales Process, SaaS, Juggling, Sales Enablement, CRM, Customer Service, Sales, Brainshark, Marketing Strategy, Management, Marketing, Direct Marketing
Education
University of London 1991 — 1995
BSC (Econ & Mgmt), Economics
University of London 1991 — 1995
Diploma; Diploma, Economic Science; Computer Information Systems
Family Office November 2012 - Present
The Blackstone Group February 2009 - October 2012
Evergreen Investments 2002 - 2005
Skills
Equities, Fixed Income, Derivatives, Portfolio Management, Private Equity, Hedging, Investments, Valuation, Asset Managment, Capital Markets, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, Hedge Funds, Financial Analysis, Venture Capital, Corporate Finance, Mergers, Financial Structuring
Education
Bloomberg Certified 2005 — 2005
University of Baltimore
BS, Finance
Allegiance Capital Customized Investments March 2006 - January 2007
Evergreen Investments September 1997 - March 2006
Reliance Insurance Company May 1994 - September 1997
Reliance Standard Life Insurance Company May 1990 - May 1994
Transfreight Systems 1988 - 1991
Bristol Township School District August 1987 - January 1988
Education
Temple University 1989 — 1994
MBA, Accounting
Temple University 1983 — 1987
BS, Math Education
Bank of America Merrill Lynch June 2010 - March 2015
JPMorgan Chase January 2005 - June 2010
JPMC/IB Tech - Credit Markets January 2005 - June 2010
JPMorganChase January 2005 - June 2010
JPMorgan January 2005 - June 2010
Nairs consulting 2007 - 2008
Evergreen Investments 1999 - 2005
Evergreen Investments 1999 - 2004
Salomon Brothers 1997 - 1998
Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis
Education
University of Mumbai
Evergreen Investments March 2007 - Present
Education
University of North Carolina at Chapel Hill 2002 — 2004
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
Evergreen Investments August 2007 - Present
State Street November 1999 - August 2007
Education
New York University - Leonard N. Stern School of Business 2003 — 2004
MBA, Finance
University of Iowa 1997 — 1999
MS, Computer Science
University of Science and Technology of China 1990 — 1995
BS, Information Management
New England Preferred Properties Real Estate May 2009 - Present
Broadridge Financial Solutions, Inc. September 2009 - January 2010
State Street Corp July 2005 - February 2009
Evergreen Investments March 1996 - June 2005
Eaton Vance September 1989 - March 1996
Skills
Financial Services, Management, Leadership, CRM, Project Management, Risk Management, Portfolio Management, Project Planning, SDLC, Asset Management, Business Analysis, PMP, Program Management, Process Improvement, Security, Vendor Management, Budgets, Coaching, Business Process..., Strategy, Analysis, Change Management, Banking, IT Strategy, PMO, Project Portfolio..., Business Process, Requirements Gathering, Outsourcing, Visio, IT Management, Business Requirements, Software Documentation, Business Intelligence, Requirements Analysis, Software Project..., Consulting, Governance, Integration, SharePoint, Disaster Recovery
Education
University of Massachusetts, Amherst 1984 — 1988
John Hancock June 2008 - Present
John Hancock July 2006 - June 2008
Evergreen Investments February 1995 - March 2000
Education
Union College 1989 — 1993
Bishop Fenwick High School 1984 — 1989
Wells Fargo April 2009 - Present
Evergreen Investments October 2001 - Present
Dillards Department Store - Chapel Hill NC 1990 - 1991
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
Investment Management Firm October 2009 - Present
Evergreen Investments March 2005 - October 2009
Wachovia, A Wells Fargo Company June 2003 - March 2005
Skills
Portfolio Management, Fixed Income, Financial Analysis, Financial Risk, Hedge Funds, Bonds, Internal Audit, Credit, Mutual Funds, Bloomberg, Financial Modeling, Economics, Research, Internal Controls, Capital Markets, Asset Management, Valuation, Credit Analysis, Risk, Investments, Wealth Management, Securities, Credit Risk, Excel, Analysis, Municipal, Problem Solving, Critical Thinking, Independent Thinking, Skilled Multi-tasker, Humorist, Social Justice, Cocktails, Human Performance, Art History, Archaeology, Lipid Metabolism, Metabolic Syndrome, Wine, Wine Tasting, Presentations, Cooking, BBQ, People Skills, Ancient History, Paleontology, Android, Mobile Technology
Education
University of Florida 1999 — 2003
BS, Finance
University of Florida - Warrington College Of Business 1999 — 2003
BS, Finance
Syracuse University September 2006 - Present
Evergreen Investments October 2005 - July 2006
Wachovia Securities September 2000 - October 2005
First Union Brokerage April 1998 - September 2000
First Union Brokerage June 1997 - April 1998
Skills
Project Management, Cross-functional Team..., Testing
Education
State University of New York College at Oswego
Epoch Investment Partners September 2008 - Present
Evergreen Investments March 2004 - September 2008
Skills
Equities, Portfolio Management, Hedge Funds, Equity Research
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin 1985 — 1988
BBA, Finance
Loomis Sayles April 2001 - Present
Suffolk University 1985 - Present
Evergreen Investments January 1997 - April 2001
Keystone Investments 1988 - 1997
Evergreen Investments 1988 - 1994
Skills
Investments, Management, Fixed Income, Asset Management, Bloomberg, Equities, Mutual Funds, Securities, Hedge Funds, Portfolio Management, Derivatives, Investment Management, Program Management, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Series 7, Valuation, Financial Services, Financial Modeling, Financial Analysis, Private Equity, Investment Strategies, Bloomberg Terminal, Bonds, Series 63, Investment Advisory, Options, Financial Markets, Emerging Markets, Wealth Management, Risk Management, Trading Systems, Investment Banking, Fund Accounting, Relationship Management
Education
Suffolk University - Sawyer School of Management 1985 — 1995
MS, Finance
Suffolk University - Sawyer School of Management 1985 — 1995
BS, Business Administration
Henderson Global Investors December 2011 - Present
Henderson Global Investors, NA December 2006 - December 2011
Evergreen Investments 2002 - 2004
Evergreen Investments 2000 - 2004
Skills
Mutual Funds
Education
Suffolk University - Sawyer School of Management 2001 — 2003
Master's degree, Finance
Bank of America 2010 - Present
Bank of America Merrill Lynch 2008 - 2010
Evergreen Investments May 2006 - May 2008
Banc of America Investment Services, Inc. 2000 - 2006
Banc One Securities Corporation 1992 - 2000
Skills
Wealth Management, Banking, Risk Management, Financial Services, Relationship Management, Vendor Management, Business Process..., Process Improvement, Six Sigma, Project Portfolio..., Business Analysis
Education
University of Dayton 1996 — 1998
Master of Business Administration (MBA)
The Ohio State University 1988 — 1992
BS, Finance, General
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
Evergreen Investments 2007 - Present
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Finance
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
Cormorant Asset Management May 2015 - Present
RA Capital April 2007 - October 2014
Evergreen Investments April 2004 - April 2007
AEW Capital Management 2000 - 2004
Education
Stonehill College 1993 — 1997
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
AIM Investments Senior Internal WholesalerAIM DISTRIBUTORS, INC., Houston, TX2007 - Present
Invesco Ltd. 2010 - 2010
Evergreen Investments September 2006 - January 2007
AIM Investments March 2000 - September 2005
Education
University of Houston, C.T. Bauer College of Business 1997 — 2012
Wells Fargo April 2013 - Present
United States Soccer Federation August 2010 - Present
Wells Fargo January 2009 - April 2013
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - April 2007
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Services, Risk Management
Education
Wake Forest University 2002 — 2006
BA, Economics, Spanish
Universidad de Salamanca 2004 — 2004
Semester Abroad, Spanish
Wells Fargo Funds Distributors, LLC July 2013 - Present
Wells Fargo June 2009 - Present
Suffolk University July 2011 - April 2013
Wachovia / Evergreen Investments January 2000 - June 2009
Evergreen Investments November 1987 - January 2000
Skills
Strategic Planning, Curriculum Design, Performance Consulting, Organizational..., Training, Staff Development, Project Planning, Instructional Design, Succession Planning, Onboarding, Talent Management, Leadership Development, Management Development, Organizational..., Employee Engagement, Change Management, Vendor Management, Employee Relations, Career Development, Organizational Design, Process Improvement, Project Management, Needs Analysis, Team Building
Education
Suffolk University 2006 — 2009
MS, Organizational Learning & Development
The George Washington University 1978 — 1982
BA, Philosophy
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Wells Fargo Advantage Funds January 2010 - Present
Evergreen Investments February 2001 - January 2010
Evergreen Investments 2001 - 2005
Massachusetts Financial Services 1994 - 2000
Boston Financial Data Services 1990 - 1993
Skills
Data Conversion, Systems Analysis, Project Management, Process Improvement, Business Analysis, Vendor Management, SDLC, PMO, PMP, Visio, Business Requirements, Mutual Funds, Access, SharePoint, Requirements Gathering, Financial Services, Risk Management, Management, Relationship Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Delta Tau Delta Fraternity at Tufts July 2013 - Present
Vacovec, Mayotte & Singer December 2005 - Present
Self-Employed Freelance Arist May 1981 - Present
Somerville Center for Adult Learning & Education January 2008 - June 2010
Robert Half International September 2004 - December 2005
Columbia Management March 2001 - August 2003
Zurich Scudder Investments July 1998 - December 2000
Evergreen Investments January 1998 - July 1998
Scudder Kemper Investments March 1990 - January 1998
Skills
Painting, Drawing, Art, Fine Art, Watercolor, Portraits, Contemporary Art, Art Education, Oil Painting, Visual Arts, Art History, Art Exhibitions, Photography, Sculpture, Linoleum Block Printing..., Digital Illustration, Web Design, Framing Artwork, Excel, Trust Accounting, Tax Accounting, Printmaking
Education
University of New Hampshire 1977 — 1981
BFA, Drawing
Massachusetts College of Art & Design 1988 — 1989
Drawing & Commercial Art
School of Museum of Fine Arts 1987 — 1988
Life Drawing
Nashua High School 1976 — 1977
College Preparation
Putnam City High School 1974 — 1976
College Preparation
PNC December 2010 - Present
Evergreen Investments April 2001 - May 2010
Penn Mutual January 1991 - March 2001
Penn Series Funds-a mutual fund subsidiary of PM 1991 - 2001
MetLife 1986 - 1991
MetLife 1974 - 1991
New York University 1980 - 1982
Skills
Asset Managment, Investment Strategies, Fixed Annuities, Investments, Mutual Funds, Portfolio Management, Finance, Asset Allocation, Financial Services, Fixed Income, Wealth Management, Alternative Investments, Securities, Series 7
Education
New York Institute of Finance 1983 — 1985
Economics, Financial Analysis, Portfolio Management
Siena College 1970 — 1974
BA, English
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
Santander Bank, N.A. August 2014 - Present
Cuso Financial Services at Diamond Credit Union October 2012 - August 2014
PNC Investments April 2011 - October 2012
Credit Union of New Jersey/CUSO Financial May 2009 - March 2011
Janney Montgomery Scott 2008 - April 2009
Lincoln Financial 2007 - 2008
Sentinel Funds 2005 - 2007
Evergreen Investments April 1998 - September 2005
Education
University of Louisville 1977 — 1982
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
Stamper Capital & Investments, Inc. July 1995 - Present
Wells Fargo Advisors January 2000 - Present
T. D. Ameritrade January 2000 - Present
Evergreen Investments June 1990 - July 2010
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) 1990 - July 2010
Davis Advisers June 1990 - July 1999
Skills
Asset Management, Portfolio Management, Credit, Investments, Fixed Income, Equities, Asset Allocation, Bonds, Separately Managed..., Executive Management, Investment Advisory, Alternative Investments, Series 63, Financial Risk, Mutual Funds, Wealth Management, Series 7, Finance, Strategy
Education
San Diego State University-California State University 1976 — 1983
BS, MBA, Finance, InfoSystems
Newport Harbor High School 1971 — 1974
GLOCK, Inc. August 2014 - Present
Gexpro October 2005 - Present
Manufactures Link October 2004 - October 2005
Wachovia/First Union 1998 - 2004
Evergreen Investments 2000 - 2001
Skills
Supply Chain Management, Sourcing, Supply Chain, Inventory Management, Purchasing, Process Improvement, Six Sigma, Operations Management, Logistics, Pricing, Forecasting, Procurement, Continuous Improvement, Strategic Sourcing, Cross-functional Team..., Supply Chain..., Manufacturing, Supply Chain Operations, Warehouse Management
Education
The University of Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Dacula High School 1989 — 1993
Bank of the West July 2013 - Present
Royal Bank of Scotland February 2013 - July 2013
Union Bank - BTMU March 2011 - February 2013
BB&T June 2008 - March 2011
UNC Charlotte January 2002 - May 2008
Evergreen Investments June 2005 - September 2005
Skills
Financial Modeling, Statistical Modeling, Portfolio Management, SAS, Risk Management, Financial Econometrics, Quantitative Analytics, Financial Risk, Banking, Quantitative Finance, Strategy, Fixed Income, Valuation
Education
University of North Carolina at Charlotte 2002 — 2007
Ph.D., Mathematics
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
M.Sc, Mathematical Finance
Sharif University of Technology 1995 — 1999
Bachelor of Science (B.Sc.), Mathematics
IDEXX Laboratories December 2014 - Present
IDEXX Laboratories March 2012 - December 2014
Pierce Promotions December 2010 - December 2011
Wells Fargo Wealth Management September 2008 - August 2010
Evergreen Investments March 2007 - September 2008
Skills
Microsoft Excel, Salesforce.com, Account Management, PowerPoint, Analytics, Sales, Data Analysis, Strategy, Leadership, Public Speaking, Process Improvement, Social Media Marketing
Education
University of Colorado Boulder 2001 — 2005
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Evergreen Investments September 2004 - Present
Wells Capital Management 2004 - Present
Lehman Brothers April 2000 - September 2004
Atlanta Capital Management May 1998 - April 2000
Education
State University of New York College at Buffalo
English, Economics
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Bank of America July 2015 - Present
Carolina Panthers 2002 - Present
Bank of America June 2012 - July 2015
Bank of America August 2011 - May 2012
Bank of America 2010 - July 2011
Bank of America 2006 - February 2010
Evergreen Investments 2004 - 2006
Wachovia (Wells Fargo) - Evergreen Investments 2004 - 2006
Bank of America 2004 - 2004
Bank of America 1995 - 2003
Skills
Business Analysis, Process Improvement, Vendor Management, Management, Change Management, PMO, Risk Management, Project Management, Business Process..., Banking, Compliance, Global Financial Crimes
Education
The University of New Mexico - Robert O. Anderson School of Management 1980 — 1986
BBA, Business Computer Systems
Federated Investors November 2007 - April 2015
Allianze Life Financial Services January 2007 - November 2007
Evergreen Investments October 2000 - January 2007
Skills
Series 7, Investments, Mutual Funds, Series 66, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Securities, Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
Business Administration, Finance
Wells Fargo Funds Management, LLC July 2009 - Present
Evergreen Investments September 2007 - August 2010
Evergreen Investments November 2005 - September 2007
Pioneer Investments December 1999 - November 2005
Chase Global Funds Services 1998 - 1999
Putnam Investments 1990 - 1998
Education
Union College 1986 — 1990
BA, Managerial Economics
Wells Capital Management August 2011 - Present
Wells Capital Management October 2009 - August 2011
Evergreen Investments December 2006 - October 2009
OffitBank September 2002 - December 2006
Offitbank July 2000 - September 2002
Smith Barney June 1997 - July 2000
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Equities, Options, Investments, Trading, Bonds, Capital Markets, Hedge Funds, Asset Allocation, Securities, Asset Management, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Finance
The Vanguard Group 2009 - Present
JS Asset Management February 2005 - February 2009
PIMCO Equity Advisors February 2002 - February 2005
Evergreen Investments January 1999 - January 2002
Education
Washington and Lee University 1985 — 1989
BA, Economics
The College of William and Mary - The Mason School of Business
MBA, Finance
Wells Fargo August 2010 - Present
Evergreen Investments April 2000 - August 2010
Wachovia June 1996 - August 2010
Aon Consulting September 1995 - June 1996
First Citizens Bank June 1994 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
Ally Financial, Inc. August 2009 - Present
Ally Financial Inc. 2009 - 2012
Evergreen Investments May 2006 - December 2008
Skills
Risk Management, Program Management, Project Management, E-commerce, Vendor Management, Business Analysis, Process Improvement, Change Management, Training, Strategy
Education
The University of Georgia 1979 — 1983
BA, Industrial Psychology
Junior Achievement of Coastal SC 2012 - 2013
wachovia/evergreen investments April 1993 - March 2007
Evergreen Investments 1993 - 2007
Vestaur Fund 1999 - 2005
Skills
Asset Allocation, Mutual Funds, Risk Management, Asset Management, Board of Directors, Fixed Income, Portfolio Management, Series 7, Alternative Investments, Securities, Financial Risk, Wealth Management, Investment Management, Investment Strategies, Hedge Funds, Bonds
Education
Trinity College-Hartford 1964 — 1968
ba, government, economics
Cohen and Steers May 2014 - Present
American Century Investments March 2008 - May 2014
Old Mutual Investment Partners November 2005 - February 2008
Evergreen Investments October 2003 - November 2005
Fidelity Investments January 2003 - October 2003
J&W Seligman August 2001 - January 2003
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6
Education
University of Cincinnati 1987 — 1991
BA, Personnel and Industrial Relations
The University of Findlay 1999 — 2001
MBA, Finance
Principal Funds September 2009 - Present
RS investments October 2008 - September 2009
Evergreen Investments 2007 - 2008
J&W Seligman 2004 - 2007
Skills
Mutual Funds
Education
University of Kentucky 1993 — 1997
Business
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Evergreen Investments October 2004 - May 2009
Education
Johnson and Wales University Charlotte 2009 — 2010
Associate Degree in Applied Science, Culinary Arts
University of North Carolina at Charlotte 1999 — 2004
BA, Political Science
Northern Trust Corporation April 2014 - Present
Russell Investments September 2006 - April 2014
Lord Abbett June 2005 - July 2006
Evergreen Investments November 1999 - June 2005
Evergreen Investments 1997 - 1999
Evergreen Investments 1996 - 1997
Skills
Series 65, Alternative Investments, Investment Advisory, Wealth Management, Investment Strategies, ETFs, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Financial Services, 401k, Separately Managed..., Series 63, Series 7, 63 & 66, CRPS
Education
Southern New Hampshire University 1992 — 1996
BS, Economics/Finance
Hamersley Partners April 2012 - Present
Brighton House Associates December 2011 - April 2012
Parker Point Capital, LLC May 2011 - April 2012
Parker Point Capital, LLC May 2010 - April 2012
John Hancock Life Insurance Company (U.S.A.) January 2007 - April 2010
Evergreen Investments 2005 - 2007
Evergreen Investments 2005 - 2007
Education
Lincoln Sudbury Regional High School
Salve Regina University
Chase Paymentech July 2012 - Present
State Street Corporation July 2011 - July 2012
JPMorgan Chase September 2009 - March 2011
Evergreen Investments August 2007 - September 2009
Investors Capital October 2005 - July 2007
State Street Corporation July 2001 - June 2003
John Hancock funds January 1997 - July 2001
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Financial Reporting, Financial Services, Accounting, Portfolio Management, Account Reconciliation, Analysis, Trading, Series 63, Asset Management, Financial Analysis, Securities
Education
University of Massachusetts Boston 1987 — 1993
BA, Economics
BlackRock Solutions August 2010 - Present
Evergreen Investments June 2008 - September 2009
Shepherd Kaplan LLC June 2006 - December 2007
Skills
Equities, Quantitative Analytics, Derivatives, Investments, Economics, Fixed Income, Equity Research, ETFs, Data Analysis, Finance, Capital Markets
Education
Tufts University 2006 — 2010
Bachelor of Science (B.S.)
MFS Investment Management September 2013 - Present
MFS Investment Management November 2007 - September 2013
Evergreen Investments 2007 - 2008
Allianz Global Investors 1999 - 2006
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Economics
Midwood High School 1989 — 1993
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Wells Capital Management November 2013 - Present
Wells Fargo November 2009 - Present
Evergreen Investments December 2006 - January 2010
Evergreen Investments November 2003 - December 2006
Boston Financial Data Services October 1998 - April 2003
Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Home Senior International Equity AnalystWells Capital ManagementDecember 2010 - May 2014
Evergreen Investments February 2001 - June 2006
Education
Stanford University 1968 — 1972
B.A., English
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Evergreen Investments September 2004 - January 2010
Evergreen Investments March 2002 - September 2004
Putnam Investments March 2001 - March 2002
Putnam Investments May 2000 - March 2001
J. C July 1998 - May 2000
Skills
Investments, Mutual Funds
Education
University of Kentucky 1994 — 1998
Bachelor of Science, Marketing
Four Oaks Financial LLC December 2014 - Present
Fidelity Investments September 2012 - October 2014
Fidelity Investments April 2005 - October 2012
Evergreen Investments April 2000 - May 2005
Metropolitan Life Insurance Company August 1999 - April 2000
John Hancock Life Insurance Company (U.S.A.) August 1998 - August 1999
Skills
Mutual Funds, Series 7, 401k, Investments, Leadership, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Financial Planning, Financial Services, Securities, Asset Management, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Alternative Investments, Investment Advisory, Equities, Insurance
Education
St. John Fisher College 1994 — 1998
BS, Management/ Finance, Minor in Accounting
Fairmont State University August 2012 - Present
Fifth Third Asset Management November 2005 - March 2011
Evergreen Investments March 2002 - November 2005
National City Bank October 1999 - March 2002
Marshall & Ilsley Corporation July 1995 - October 1999
Kremer Financial Planning, Inc. May 1992 - July 1995
University of Notre Dame August 1986 - August 1992
Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Investment Management, Asset Management, Investment Strategies, Investment Advisory, Financial Analysis, Finance, Alternative Investments, Retirement Planning
Education
University of South Carolina-Columbia 1983 — 1988
Ph.D., Finance
University of Wisconsin-Madison 1980 — 1981
MBA, Finance
University of Delaware 1976 — 1980
BA & BS, Economics (BA) / Accounting (BS)
JPMorgan Chase January 2011 - Present
BNY Mellon July 2008 - December 2010
Apple November 2005 - July 2008
Evergreen Investments June 2007 - October 2007
Education
Suffolk University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Citizens Bank April 2015 - Present
Fidelity Investments May 2007 - November 2014
Evergreen Investments 2004 - 2007
Contracts - Corp to Corp 1998 - 2004
Skills
Agile Methodologies, Business Analysis, Disaster Recovery, Enterprise Architecture, Java Enterprise Edition, Linux, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Spring, Unix, Unix Shell Scripting, Web Services, XML, Vendor Management
Education
ECSU
BS, Mathematics
ECSU
BA, Fine Arts
The University of Bolton
Visual Arts - Engineering
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - February 2005
Calvin's Coffee's November 1996 - December 2000
Skills
Sales, Financial Modeling, Financial Analysis, Finance, Financial Risk, Valuation, Mergers, Structured Products, Securities, Cash Flow, Cash Flow Forecasting, CMBS, Risk Analysis, Commercial Real Estate, Fixed Income Analysis, CDO, Credit Analysis, Brokerage, Team Building, Portfolio Management, New Business Development, REO, Banking, Loans, Credit, Investments, Underwriting, Asset Management, Mutual Funds, Risk Management, Real Estate Economics, Real Estate, Mortgage Lending, Commercial Lending, Financial Structuring, Series 7
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Real Estate and Finance
Temple University 1988 — 1990
BA, Finance
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - March 2005
Calvin's Coffees December 1996 - June 2000
First Union Brokerage Services January 1996 - April 1997
First Union Brokerage Services August 1993 - January 1996
Education
UNC Charlotte 2001 — 2003
MBA
Temple University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Real Estate
Brown Brothers Harriman December 2012 - Present
Brown Brothers Harriman August 2010 - December 2012
JP Morgan Chase September 2007 - August 2010
Evergreen Investments June 2006 - September 2007
Skills
Financial Reporting, Accounting, Compliance, Excel, Outlook, Fund Administration, Expense Budget..., Client Service Oriented, Project Management, Risk Management, Microsoft Excel, Financial Analysis, Auditing, Analysis, Internal Controls, Client Services, Forecasting, Fund Accounting, Finance, Mutual Funds, Investments, Securities
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
First Citizens Bank 2003 - Present
Evergreen Investments 1994 - 2003
Education
The University of Memphis 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Rhodes College 1987 — 1991
Bachelor's Degree, Economics
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
The Monogram Source March 2005 - January 2009
John Hancock Financial Services September 2000 - January 2005
Evergreen Investments October 1999 - September 2000
Investors Bank & Trust July 1997 - October 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Outlook
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Episcopal High School 1991 — 1993
Van Eck Global Market Vectors ETFs August 2014 - Present
J.P. Morgan Asset Management August 2010 - June 2014
Evergreen Investments November 2007 - September 2009
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Wealth Management, Financial Services, Retirement Planning, Asset Management, Relationship Management, Investment Management, 401k, Retirement, Capital Markets, Portfolio Management, Separately Managed..., Investment Strategies, Morningstar, Client Services, Finance, Wealth Management..., Retirement Savings
Education
St. John's University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
St. John's University