Evergreen Investments

Industry: Investment management company

Description

Evergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm

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Evergreen Investments Employees

Employee
Years
Job
Industry
Vernon Williams Vernon Williams Dallas, Texas Details
Vernon Williams's Evergreen Investments Experience August 2005 - March 2007
Job Analyst at Integra Realty Resources
Industry Commercial Real Estate
Experience
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

Brett Rainey Brett Rainey Dallas/Fort Worth Area Details
Brett Rainey's Evergreen Investments Experience February 1996 - November 1996
Job Senior Vice President, Program Management
Industry Investment Management
Experience
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

Bill Sigler Bill Sigler Huntington Beach, California Details
Bill Sigler's Evergreen Investments Experience March 1997 - May 2001
Job Senior Writer at Capital Group
Industry Financial Services
Experience
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

Caroline Saleeby Caroline Saleeby Greater Denver Area Details
Caroline Saleeby's Evergreen Investments Experience June 2007 - May 2009
Job Vice President, Commercial Real Estate Group at Wells Fargo
Industry Financial Services
Experience
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

James Beal James Beal Greater Boston Area Details
James Beal's Evergreen Investments Experience 2003 - 2004
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
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

Marco Barucchieri Marco Barucchieri Las Vegas, Nevada Area Details
Marco Barucchieri's Evergreen Investments Experience 2001 - 2002
Job Secondary Marketing Manager at Proficio Mortgage Ventures LLC
Industry Banking
Experience
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

Mark Sylvestre Mark Sylvestre Greater Boston Area Details
Mark Sylvestre's Evergreen Investments Experience June 2008 - August 2008
Job Federal Reserve Bank of Boston
Industry Banking
Experience
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

Adam Bowditch Adam Bowditch Greensboro/Winston-Salem, North Carolina Area Details
Adam Bowditch's Evergreen Investments Experience September 2000 - January 2004
Job Business System Consultant at Wells Fargo
Industry Information Technology and Services
Experience
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

Sarah Ellen (Henderson) Lacke Sarah Ellen (Henderson) Lacke Charleston, South Carolina Details
Sarah Ellen (Henderson) Lacke's Evergreen Investments Experience March 2007 - June 2008
Job Real Estate Agent at Carolina One Real Estate
Industry Real Estate
Experience
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

Carrie Lincoln (Butruccio) Carrie Lincoln (Butruccio) Greater Boston Area Details
Carrie Lincoln (Butruccio)'s Evergreen Investments Experience June 2006 - October 2009
Job Fitness Life Coach; Custom Party Cake Designer
Industry Food & Beverages
Experience
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

Rob Hanckel Rob Hanckel Chesapeake, Virginia Details
Rob Hanckel's Evergreen Investments Experience November 2007 - December 2008
Job OwnerThe UPS Store #5522 by Chesapeake Square Mall | Small Business Services | Shipping | Packing | Printing | Freight
Industry Retail
Experience
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

Will Blouin Will Blouin Providence, Rhode Island Area Details
Will Blouin's Evergreen Investments Experience 1997 - 1998
Job Immigration Specialist at Children's Hospital Boston
Industry Telecommunications
Experience
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

Kenneth Ellis Kenneth Ellis Greater Boston Area Details
Kenneth Ellis's Evergreen Investments Experience 1989 - 1997
Job Workplace & Collaboration TechnologiesSenior Analyst at Sun Life Financial
Industry Telecommunications
Experience
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

Kevin Henson, CTP Kevin Henson, CTP Charlotte, North Carolina Area Details
Kevin Henson, CTP's Evergreen Investments Experience January 2005 - May 2008
Job Treasury Product Consultant at Wells Fargo
Industry Banking
Experience
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

Diana Urichich Diana Urichich Charlotte, North Carolina Area Details
Diana Urichich's Evergreen Investments Experience January 2008 - March 2010
Job Director of Internal Sales at Wells Fargo
Industry Financial Services
Experience
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

Carrie Winchman Carrie Winchman Greater Boston Area Details
Carrie Winchman's Evergreen Investments Experience January 2002 - April 2003
Job Client Manager
Industry Management Consulting
Experience
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

Rajashree Krishnamurthy Rajashree Krishnamurthy San Francisco Bay Area Details
Rajashree Krishnamurthy's Evergreen Investments Experience February 2000 - September 2000
Job Software Engineer at Morningstar
Industry Computer Software
Experience
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

Gregory Barrett, CIMA®, CRPC ® Gregory Barrett, CIMA®, CRPC ® Greater Boston Area Details
Gregory Barrett, CIMA®, CRPC ®'s Evergreen Investments Experience September 2004 - June 2005
Job Retirement Plan Sales at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
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

Bill Taylor, CIMA, CPWA Bill Taylor, CIMA, CPWA Dallas, Texas Details
Bill Taylor, CIMA, CPWA's Evergreen Investments Experience 2006 - 2008
Job Senior Financial Services Sales Executive
Industry Financial Services
Experience
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

Lynn (Sizemore) Blocher Lynn (Sizemore) Blocher Nashville, Tennessee Details
Lynn (Sizemore) Blocher's Evergreen Investments Experience March 2004 - July 2007
Job Chief Household Engineer
Industry Investment Management
Experience
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

Eileen Storz-Salino Eileen Storz-Salino Greater Boston Area Details
Eileen Storz-Salino's Evergreen Investments Experience 2005 - 2007
Job Vice President at Eaton Vance
Industry Financial Services
Experience
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

Dann Smith Dann Smith Charlotte, North Carolina Area Details
Dann Smith's Evergreen Investments Experience July 2002 - March 2009
Job Director, Institutional Sales, Wells Capital Management
Industry Financial Services
Experience
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

Peter Lert, Ph.D., CFA Peter Lert, Ph.D., CFA Boston, Massachusetts Details
Peter Lert, Ph.D., CFA's Evergreen Investments Experience 2006 - 2009
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
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

Elena Goncharova, CFA Elena Goncharova, CFA Greater Boston Area Details
Elena Goncharova, CFA's Evergreen Investments Experience March 2006 - January 2008
Job Investment Management Professional
Industry Investment Management
Experience
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

Ann Galvin Ann Galvin Amesbury, Massachusetts Details
Ann Galvin's Evergreen Investments Experience 2007 - 2010
Job Executive Assistant at Empower Retirement
Industry Financial Services
Experience
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

Heather Danenberg Heather Danenberg Charlotte, North Carolina Area Details
Heather Danenberg's Evergreen Investments Experience February 2005 - June 2007
Job Treasury Services Product Consultant
Industry Banking
Experience
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

Andrew Zimmerman Andrew Zimmerman Greater Philadelphia Area Details
Andrew Zimmerman's Evergreen Investments Experience 1992 - 2006
Job CoFounder & Chief Investment Strategist at DT Investment Partners, LLC
Industry Investment Management
Experience
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

Gene Kennedy Gene Kennedy Charlotte, North Carolina Area Details
Gene Kennedy's Evergreen Investments Experience December 2001 - December 2006
Job VP Retail Retirement Marketing at Wells Fargo
Industry Financial Services
Experience
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

Andrew J Sanborn Andrew J Sanborn Richmond, Virginia Area Details
Andrew J Sanborn's Evergreen Investments Experience November 2001 - November 2004
Job President at The Credit Phoenix ♦ Credit Restoration Champion ♦ Empowering consumers to lower their interest rates
Industry Financial Services
Experience
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

Penelope Jackson Penelope Jackson Greater Seattle Area Details
Penelope Jackson's Evergreen Investments Experience 1997 - 2006
Job Regional Vice President at Calvert Investments
Industry Financial Services
Experience
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

Jeff Greenert Jeff Greenert Jacksonville, Florida Area Details
Jeff Greenert's Evergreen Investments Experience January 1999 - January 2008
Job Sr. Portfolio Manager at VyStar Credit Union
Industry Financial Services
Experience
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

Tim Argenziano, CFA Tim Argenziano, CFA Greater Denver Area Details
Tim Argenziano, CFA's Evergreen Investments Experience 1997 - 2007
Job Manager, Research & Competitive Analysis at Charles Schwab Investment Management
Industry Investment Management
Experience
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

Jay McDowell, CFA Jay McDowell, CFA Charlotte, North Carolina Area Details
Jay McDowell, CFA's Evergreen Investments Experience September 2004 - January 2007
Job Trader at Millennium Advisors, LLC
Industry Investment Management
Experience
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

Rick Footer Rick Footer Kansas City, Missouri Area Details
Rick Footer's Evergreen Investments Experience March 2002 - March 2005
Job Fund Operations
Industry Financial Services
Experience
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

Rick Marrone Rick Marrone San Francisco Bay Area Details
Rick Marrone's Evergreen Investments Experience April 1993 - October 2008
Job Managing Director at a SF Bay Area Private Wealth Management Firm
Industry Investment Management
Experience
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

Robert Bielecki Robert Bielecki Cornelius, North Carolina Details
Robert Bielecki's Evergreen Investments Experience 1999 - 2004
Job Sales Director RIA Sources
Industry Financial Services
Experience
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

Mark Robeson Mark Robeson Charlotte, North Carolina Details
Mark Robeson's Evergreen Investments Experience April 2003 - June 2006
Job Board of Directors at AlertRespond, Inc.
Industry Financial Services
Experience
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

Greg Porteous Greg Porteous Boston, Massachusetts Details
Greg Porteous's Evergreen Investments Experience May 2007 - November 2007
Job Managing Director, Head of Defined Contribution Intermediary State Street Global Advisors
Industry Financial Services
Experience
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

Doug Fritz Doug Fritz Mill Valley, California Details
Doug Fritz's Evergreen Investments Experience April 2004 - March 2006
Job Chief Technology Officer, Private Wealth Management at First Republic Bank
Industry Investment Management
Experience
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

Clare Coughlin Clare Coughlin New York, New York Details
Clare Coughlin's Evergreen Investments Experience March 2007 - December 2010
Job Vice President Wealth Advisory Recruiter at Merrill Lynch
Industry Financial Services
Experience
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

Calvin Chin Calvin Chin Greater Boston Area Details
Calvin Chin's Evergreen Investments Experience July 2002 - November 2004
Job Technology & Development Consultant
Industry Financial Services
Experience
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

Jeneen Maher Jeneen Maher Adams, Massachusetts Details
Jeneen Maher's Evergreen Investments Experience 2007 - 2009
Job Office Manager at MRA Laboratories, Inc.
Industry Research
Experience
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

Kate Horne Kate Horne Greater Boston Area Details
Kate Horne's Evergreen Investments Experience January 2007 - August 2007
Job Senior Manager, Customer Success Team at HubSpot
Industry Online Media
Experience
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

Diana Grieco Diana Grieco Mahwah, New Jersey Details
Diana Grieco's Evergreen Investments Experience December 2004 - August 2006
Job Associate, Senior Compliance Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
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

Jeffrey C. Leighton, CFA Jeffrey C. Leighton, CFA Richmond, Virginia Area Details
Jeffrey C. Leighton, CFA's Evergreen Investments Experience January 2004 - September 2006
Job Helping advisors accelerate their practices through the implementation of Goals Based Wealth Management
Industry Investment Management
Experience
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

Chris Weiss, CIMA® Chris Weiss, CIMA® Greater Boston Area Details
Chris Weiss, CIMA®'s Evergreen Investments Experience April 2007 - December 2009
Job Financial Advisor at Brookline Bank, Infinex Investments, Inc.
Industry Financial Services
Experience
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

Hatch. Lawrence Hatch. Lawrence Orlando, Florida Details
Hatch. Lawrence's Evergreen Investments Experience September 2000 - March 2008
Job Client Advisor at SunTrust Bank
Industry Financial Services
Experience
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

Gabriela A. Rotaru Gabriela A. Rotaru Cranston, Rhode Island Details
Gabriela A. Rotaru's Evergreen Investments Experience November 2005 - February 2008
Job Vice President Citizens Financial Group
Industry Financial Services
Experience
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

Trevor Reid, CFA Trevor Reid, CFA Bethlehem, Pennsylvania Details
Trevor Reid, CFA's Evergreen Investments Experience November 2007 - December 2008
Job Investment Analyst
Industry Financial Services
Experience
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

Noel McElreath, CFA Noel McElreath, CFA United States Details
Noel McElreath, CFA's Evergreen Investments Experience January 2008 - March 2010
Job Senior Vice President/Fixed Income Portfolio Manager at Piedmont Investment Advisors
Industry Investment Management
Experience
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

Noah Feinstone, CFA Noah Feinstone, CFA United States Details
Noah Feinstone, CFA's Evergreen Investments Experience June 2003 - June 2006
Job Experienced Finance Professional
Industry Investment Banking
Experience
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

Rory Naughton Rory Naughton Boston, Massachusetts Details
Rory Naughton's Evergreen Investments Experience 1997 - 1998
Job Technology Sales Professional
Industry Computer Software
Experience
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

James France James France Greater New York City Area Details
James France's Evergreen Investments Experience 2002 - 2005
Job Managing Director at Family Office
Industry Financial Services
Experience
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

Joseph M. Broscius Joseph M. Broscius Greater Philadelphia Area Details
Joseph M. Broscius's Evergreen Investments Experience September 1997 - March 2006
Job Experienced Financial Professional
Industry Financial Services
Experience
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

Mohandas Nair Mohandas Nair Houston, Texas Area Details
Mohandas Nair's Evergreen Investments Experience 1999 - 2005
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sarah Ellen Henderson Sarah Ellen Henderson Charlotte, North Carolina Area Details
Sarah Ellen Henderson's Evergreen Investments Experience March 2007 - Present
Job Associate Sales Rep at Evergreen Investments
Industry Financial Services
Experience
Evergreen Investments   March 2007 - Present

Education
University of North Carolina at Chapel Hill   2002 — 2004

Bradford J. Stephan, CFA Bradford J. Stephan, CFA Greater Philadelphia Area Details
Bradford J. Stephan, CFA's Evergreen Investments Experience March 2003 - March 2004
Job Senior Investment Advisor to NonProfit and Healthcare Organizations
Industry Investment Management
Experience
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

Xuefeng Zhao Xuefeng Zhao Greater New York City Area Details
Xuefeng Zhao's Evergreen Investments Experience August 2007 - Present
Job Sr. Analyst at Evergreen Investments
Industry Financial Services
Experience
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

Marguireta Heger, PMP Marguireta Heger, PMP Greater Boston Area Details
Marguireta Heger, PMP's Evergreen Investments Experience March 1996 - June 2005
Job Real Estate Consultant at New England Preferred Properties Real Estate
Industry Information Technology and Services
Experience
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

Beth Sordillo Murphy Beth Sordillo Murphy Greater Boston Area Details
Beth Sordillo Murphy's Evergreen Investments Experience February 1995 - March 2000
Job Project Director at John Hancock
Industry Financial Services
Experience
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

Patti Vitale Patti Vitale Charlotte, North Carolina Area Details
Patti Vitale's Evergreen Investments Experience October 2001 - Present
Job Vice President at Wells Fargo
Industry Investment Management
Experience
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

Phillip Hooks, CFA Phillip Hooks, CFA Orlando, Florida Area Details
Phillip Hooks, CFA's Evergreen Investments Experience March 2005 - October 2009
Job Vice President Tax Exempt Research
Industry Investment Banking
Experience
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

John Sickmon John Sickmon Syracuse, New York Area Details
John Sickmon's Evergreen Investments Experience October 2005 - July 2006
Job Senior Business Analyst
Industry Financial Services
Experience
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

Eric Citerne Eric Citerne Greater New York City Area Details
Eric Citerne's Evergreen Investments Experience March 2004 - September 2008
Job Managing Director at Epoch Investment Partners
Industry Financial Services
Experience
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

Steven Chittenden, CFA Steven Chittenden, CFA Greater Boston Area Details
Steven Chittenden, CFA's Evergreen Investments Experience January 1997 - April 2001
Job VP, Director of Investment Ops at Loomis Sayles
Industry Investment Management
Experience
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

Amber Milam Amber Milam Greater Chicago Area Details
Amber Milam's Evergreen Investments Experience 2002 - 2004
Job Associate Director, Investment Director
Industry Financial Services
Experience
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

Mary Pridgeon Mary Pridgeon Charlotte, North Carolina Area Details
Mary Pridgeon's Evergreen Investments Experience May 2006 - May 2008
Job Vice President at Bank of America
Industry Banking
Experience
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

Amanda (Boyle) Ferraro Amanda (Boyle) Ferraro Charlotte, North Carolina Area Details
Amanda (Boyle) Ferraro's Evergreen Investments Experience November 2003 - November 2007
Job Web Content Editor at TIAACREF
Industry Internet
Experience
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

GD Rothenberg GD Rothenberg Richmond, Virginia Area Details
GD Rothenberg's Evergreen Investments Experience 2007 - Present
Job Equity Strategy Leader at Genworth Financial
Industry Investment Management
Experience
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

Jason Riccio Jason Riccio Greater Boston Area Details
Jason Riccio's Evergreen Investments Experience April 2004 - April 2007
Job Head Trader at Cormorant Asset Management
Industry Financial Services
Experience
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

Lucie McGowan, CIMA® Lucie McGowan, CIMA® Charlotte, North Carolina Area Details
Lucie McGowan, CIMA®'s Evergreen Investments Experience June 2005 - January 2008
Job Sr. Manager, Product and Channel Integration at TIAACREF
Industry Financial Services
Experience
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

Toni Tamborello Toni Tamborello Houston, Texas Area Details
Toni Tamborello's Evergreen Investments Experience September 2006 - January 2007
Job Senior Internal Wholesaler Retirement Plans at AIM Investments
Industry Investment Management
Experience
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

Logan Henderson, CFA, CAIA Logan Henderson, CFA, CAIA Charlotte, North Carolina Details
Logan Henderson, CFA, CAIA's Evergreen Investments Experience June 2006 - January 2009
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
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

Jo-Ann Schwartzman Jo-Ann Schwartzman Boston, Massachusetts Details
Jo-Ann Schwartzman's Evergreen Investments Experience November 1987 - January 2000
Job VP Client Services at Wells Fargo Funds Distributors, LLC
Industry Financial Services
Experience
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

Mark Dari Mark Dari Greater New York City Area Details
Mark Dari's Evergreen Investments Experience 1995 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
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

Susan Prisbrey Susan Prisbrey Greater Boston Area Details
Susan Prisbrey's Evergreen Investments Experience February 2001 - January 2010
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Candy Witcher Candy Witcher Greater Boston Area Details
Candy Witcher's Evergreen Investments Experience January 1998 - July 1998
Job Freelance Artist & Administrative Trust Accountant
Industry Legal Services
Experience
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

James McElwain James McElwain Greater Philadelphia Area Details
James McElwain's Evergreen Investments Experience April 2001 - May 2010
Job Vice President Institutional Investment Group at PNC
Industry Investment Management
Experience
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

Hal Bickings Hal Bickings Charlotte, North Carolina Area Details
Hal Bickings's Evergreen Investments Experience November 2005 - November 2009
Job Experienced Technology Professional
Industry Financial Services
Experience
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

Al Barbato Al Barbato Wayne, Pennsylvania Details
Al Barbato's Evergreen Investments Experience April 1998 - September 2005
Job VP Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
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

Quentin Anderson, MBA, CIMA Quentin Anderson, MBA, CIMA Orange County, California Area Details
Quentin Anderson, MBA, CIMA's Evergreen Investments Experience 2000 - 2004
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
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

Ian Pegg Ian Pegg Boston, Massachusetts Details
Ian Pegg's Evergreen Investments Experience November 2006 - October 2009
Job Portfolio Analyst, Performance Analytics at John Hancock Funds
Industry Financial Services
Experience
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

B. Clark Stamper B. Clark Stamper San Francisco Bay Area Details
B. Clark Stamper's Evergreen Investments Experience June 1990 - July 2010
Job President & Chief Portfolio Manager at Stamper Capital & Investments, Inc.
Industry Financial Services
Experience
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

Matthew Hickman Matthew Hickman Greater Atlanta Area Details
Matthew Hickman's Evergreen Investments Experience 2000 - 2001
Job Procurement Manager at Glock
Industry Logistics and Supply Chain
Experience
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

Reza Jalali Reza Jalali San Francisco, California Details
Reza Jalali's Evergreen Investments Experience June 2005 - September 2005
Job Enterprise Risk Architecture
Industry Financial Services
Experience
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

Graydon Stevens Graydon Stevens Portland, Maine Area Details
Graydon Stevens's Evergreen Investments Experience March 2007 - September 2008
Job Data Analyst at IDEXX Laboratories
Industry Veterinary
Experience
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

Francisco Amado Francisco Amado Greater Boston Area Details
Francisco Amado's Evergreen Investments Experience November 2004 - December 2005
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
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

Patricia Bannan Patricia Bannan Greater Boston Area Details
Patricia Bannan's Evergreen Investments Experience 1999 - 2005
Job Member, Dean's Executive Advisory Board at UNH, Whittemore School of Business
Industry Investment Management
Experience
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

Peter Skolnik Peter Skolnik Greater Boston Area Details
Peter Skolnik's Evergreen Investments Experience September 2004 - Present
Job Vice President at Evergreen Investments
Industry Financial Services
Experience
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

Lesley Erikson Lesley Erikson Greater Boston Area Details
Lesley Erikson's Evergreen Investments Experience December 2005 - November 2007
Job Operations Coordinator at Stifel Financial Corp.
Industry Financial Services
Experience
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

Ogas, John Ogas, John Charlotte, North Carolina Area Details
Ogas, John's Evergreen Investments Experience 2004 - 2006
Job Director, Senior Global Financial Crimes Compliance Manager at Bank of America
Industry Financial Services
Experience
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

Greg Wiegers Greg Wiegers Greater St. Louis Area Details
Greg Wiegers's Evergreen Investments Experience October 2000 - January 2007
Job Financial Advisor, Cadagin & Prosser Financial Group, Commonwealth Financial Network
Industry Financial Services
Experience
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

DJ Caristi DJ Caristi Greater Boston Area Details
DJ Caristi's Evergreen Investments Experience September 2007 - August 2010
Job Vice President Head of Business Integration at Wells Fargo Funds Management, LLC
Industry Financial Services
Experience
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

Janine Handley Janine Handley Charlotte, North Carolina Area Details
Janine Handley's Evergreen Investments Experience December 2006 - October 2009
Job Technical Project Manager at Wells Capital Management
Industry Investment Management
Experience
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

W. Lee Norton W. Lee Norton Greater Philadelphia Area Details
W. Lee Norton's Evergreen Investments Experience January 1999 - January 2002
Job Senior Investment Analyst at The Vanguard Group
Industry Financial Services
Experience
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

Jennifer McDuffie Jennifer McDuffie Charlotte, North Carolina Area Details
Jennifer McDuffie's Evergreen Investments Experience April 2000 - August 2010
Job Senior Investment Professional
Industry Financial Services
Experience
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

Cathy Dudley, CFA Cathy Dudley, CFA Greater Boston Area Details
Cathy Dudley, CFA's Evergreen Investments Experience March 2005 - August 2009
Job Sr. Relationship Manager, Retired
Industry Investment Management
Experience
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

Dana Marsh Dana Marsh Charlotte, North Carolina Area Details
Dana Marsh's Evergreen Investments Experience May 2006 - December 2008
Job eCommerce Training and Business Operations Manager at Ally Financial
Industry Financial Services
Experience
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

Glen Insley CFA Glen Insley CFA Myrtle Beach, South Carolina Area Details
Glen Insley CFA's Evergreen Investments Experience 1993 - 2007
Job Independent Investment Management Professional
Industry Investment Management
Experience
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

Mick Schell Mick Schell Jacksonville, Florida Area Details
Mick Schell's Evergreen Investments Experience October 2003 - November 2005
Job Vice President at Cohen and Steers
Industry Financial Services
Experience
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

David Carrano David Carrano Greater New York City Area Details
David Carrano's Evergreen Investments Experience 2007 - 2008
Job Regional Director at Principal Funds
Industry Financial Services
Experience
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

Ashley Parish Ashley Parish Charlotte, North Carolina Area Details
Ashley Parish's Evergreen Investments Experience December 2007 - January 2009
Job Client Relations Director SubAdvisory at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Eileen Bird Eileen Bird Providence, Rhode Island Area Details
Eileen Bird's Evergreen Investments Experience February 2008 - January 2010
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
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

Mark Southern Mark Southern Charlotte, North Carolina Area Details
Mark Southern's Evergreen Investments Experience 2002 - 2009
Job Head of Investment Product Risk at Wells Fargo Bank
Industry Investment Management
Experience
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

Brian Koonce, CFP®, ChFC®, CLU® Brian Koonce, CFP®, ChFC®, CLU® Greensboro/Winston-Salem, North Carolina Area Details
Brian Koonce, CFP®, ChFC®, CLU®'s Evergreen Investments Experience May 2005 - August 2006
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
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

Beth Flordelis Beth Flordelis Charlotte, North Carolina Area Details
Beth Flordelis's Evergreen Investments Experience October 2004 - May 2009
Job Evergreen Investments
Industry Financial Services
Experience
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

Michael Kraics Michael Kraics Greater Boston Area Details
Michael Kraics's Evergreen Investments Experience November 1999 - June 2005
Job Business Development Executive, VicePresident at FlexShares/Northern Trust
Industry Investment Management
Experience
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

Michael Wren Michael Wren Greater Boston Area Details
Michael Wren's Evergreen Investments Experience 2005 - 2007
Job Business Development at Hamersley Partners
Industry Financial Services
Experience
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

Lisa Carmisciano Lisa Carmisciano Greater Boston Area Details
Lisa Carmisciano's Evergreen Investments Experience August 2007 - September 2009
Job Accounting Associate
Industry Financial Services
Experience
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

Ari Dukas Ari Dukas New York, New York Details
Ari Dukas's Evergreen Investments Experience June 2008 - September 2009
Job Associate at BlackRock Solutions
Industry Financial Services
Experience
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.)

Jedediah Koenigsberg Jedediah Koenigsberg Greater Boston Area Details
Jedediah Koenigsberg's Evergreen Investments Experience 2007 - 2008
Job Investment Officer at MFS Investment Management
Industry Financial Services
Experience
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

Peter J. St. Denis, CFA Peter J. St. Denis, CFA Greater New York City Area Details
Peter J. St. Denis, CFA's Evergreen Investments Experience 2000 - 2002
Job Senior Equity/Credit Analyst at Markston International
Industry Investment Management
Experience
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

Jennifer Amendolare Jennifer Amendolare Greater Boston Area Details
Jennifer Amendolare's Evergreen Investments Experience December 2006 - January 2010
Job Business Systems Consultant 4 at Wells Capital Management
Industry Financial Services
Experience
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

Paul Drexler Paul Drexler Seattle, Washington Details
Paul Drexler's Evergreen Investments Experience February 2001 - June 2006
Job Retired
Industry Financial Services
Experience
Home  Senior International Equity AnalystWells Capital ManagementDecember 2010 - May 2014
Evergreen Investments   February 2001 - June 2006

Education
Stanford University   1968 — 1972
B.A., English

Paige Henderson, CFA, CPA, CFP Paige Henderson, CFA, CPA, CFP Charlotte, North Carolina Area Details
Paige Henderson, CFA, CPA, CFP's Evergreen Investments Experience 2005 - 2009
Job WBR Global Equity Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
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

Meagan Quinlan Meagan Quinlan Charlotte, North Carolina Area Details
Meagan Quinlan's Evergreen Investments Experience September 2004 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

George Cattat George Cattat Tampa/St. Petersburg, Florida Area Details
George Cattat's Evergreen Investments Experience April 2000 - May 2005
Job Investment Strategist, President at Four Oaks Financial LLC
Industry Financial Services
Experience
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

Joseph Kremer, Ph.D., CFP(r), CFA Joseph Kremer, Ph.D., CFP(r), CFA Fairmont, West Virginia Details
Joseph Kremer, Ph.D., CFP(r), CFA's Evergreen Investments Experience March 2002 - November 2005
Job Assistant Professor of Finance at Fairmont State University
Industry Higher Education
Experience
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)

Reggie Trang Reggie Trang Greater Boston Area Details
Reggie Trang's Evergreen Investments Experience June 2007 - October 2007
Job Hedge Fund Services Financial Reporting Supervisor at JPMorgan Chase
Industry Financial Services
Experience
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

Jane Cummings Mahan Jane Cummings Mahan Greater Boston Area Details
Jane Cummings Mahan's Evergreen Investments Experience 2004 - 2007
Job VP Solution Architect at Citizens Bank
Industry Information Technology and Services
Experience
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

Scott MacIntosh, CFA Scott MacIntosh, CFA Charlotte, North Carolina Area Details
Scott MacIntosh, CFA's Evergreen Investments Experience April 1997 - February 2005
Job Senior Underwriter at Wells Fargo Securities
Industry Banking
Experience
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

Kate Gage Kate Gage Greater Boston Area Details
Kate Gage's Evergreen Investments Experience September 2004 - October 2005
Job Assistant Vice President at State Street
Industry Financial Services
Experience
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

Joanne Sivillo Joanne Sivillo United States Details
Joanne Sivillo's Evergreen Investments Experience September 1997 - October 2003
Job Tax Professional in search of a financial services position
Industry
Experience
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

Scott MacIntosh, CFA Scott MacIntosh, CFA Midland, North Carolina Details
Scott MacIntosh, CFA's Evergreen Investments Experience April 1997 - March 2005
Job Financial analyst at Wells Fargo Securities
Industry Financial Services
Experience
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

Frank DiFlorio Frank DiFlorio Boston, Massachusetts Details
Frank DiFlorio's Evergreen Investments Experience June 2006 - September 2007
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
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

Eric Teal Eric Teal Raleigh-Durham, North Carolina Area Details
Eric Teal's Evergreen Investments Experience 1994 - 2003
Job Chief Investment Officer at First Citizens Bank
Industry Investment Management
Experience
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

Tripp Zimmerman, CFA Tripp Zimmerman, CFA New York, New York Details
Tripp Zimmerman, CFA's Evergreen Investments Experience May 2006 - November 2009
Job Associate Director of Research at WisdomTree Asset Management
Industry Investment Management
Experience
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

Ruth Baxter Ruth Baxter Wellesley, Massachusetts Details
Ruth Baxter's Evergreen Investments Experience October 1999 - September 2000
Job
Industry
Experience
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

C.J. Casey C.J. Casey New York, New York Details
C.J. Casey's Evergreen Investments Experience November 2007 - September 2009
Job Regional Sales Representative Van Eck Global
Industry Financial Services
Experience
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

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