Federated Investors
Industry: Financial services company
DescriptionFederated Investors is a financial services company headquartered in Federated Tower in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $364.1 billion of customer assets. The corporation offers 136 different types of mutual funds. CEO: J Christopher Donahue (1998–) Headquarters: Pittsburgh, Pennsylvania, United States Founder: John F. Donahue Subsidiaries: Federated Services Co,
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Federated Investors Employees
Federated Investors April 2015 - Present
Federated Investors March 2014 - April 2015
The Bank of New York Mellon February 2014 - March 2014
The Bank of New York Mellon February 2013 - February 2014
NCO Financial Systems, Inc 2010 - 2012
Skills
Finance, Financial Markets, Financial Services, Financial Analysis, Mutual Funds, Money Market Funds, Separately Managed..., Investments, Investment Strategies, Mutual Fund Wholesaling, Sales, Account Reconciliation
Education
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Penn Trafford High School 2005 — 2008
High School Diploma, Business
Federated Investors, Inc. August 2012 - Present
Federated Investors July 2010 - August 2012
Electrolux International Company June 2008 - March 2011
Electrolux Major Appliances North America March 2006 - June 2008
Skills
New Business Development, Business Development, Sales, Product Development, Sales Operations, Negotiation, Leadership, Selling, Pricing, Marketing, Problem Solving, Merchandising, Customer Service, Brand Management, Account Management, Forecasting, Sales Management, Competitive Analysis, Retail, Contract Negotiation
Education
Louisiana State University 2001 — 2004
Bachelor of Arts and Science, General Studies
BlackRock February 2003 - Present
BlackRock April 2001 - February 2003
Franklin Templeton Investments June 1998 - December 2000
Wharton Small Business Development Center August 1997 - December 1997
Federated Investors June 1997 - August 1997
Skills
Equities, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Portfolio Management, Investments, Investment Management, Derivatives, Equity Research, ETFs, Mutual Funds
Education
Hanover College 1994 — 1998
Bachelor's degree, Business Administration and Management, General
LN High School
Federated Investors, Inc. January 2014 - Present
Cut n Run Productions 2001 - Present
Federated Investors January 2006 - January 2014
Skills
System Administration, SharePoint, SCOM, SCCM, Print Management, Active Directory, Photography, Video Production, Windows Server, VMware ESX, ITIL, Disaster Recovery, Windows 7, Powershell, Virtualization, Vendor Management, Enterprise Architecture, Integration, IT Strategy, Computer Hardware, Microsoft Office..., OS X
Education
ITT Technical Institute-Pittsburgh 1998 — 1999
Associate's degree, Electrical and Electronics Engineering
Hefren-Tillotson, Inc. September 2013 - Present
Ambit Energy September 2012 - Present
PNC October 2012 - September 2013
PNC September 2010 - September 2012
Dreyfus Funds 2010 - 2010
Standard Retirement Services, Inc. 2002 - 2009
Federated Investors 2002 - 2002
Federated Investors 2000 - 2001
Parker/Hunter 1989 - 1999
Skills
Financial Services, Strategic Financial..., Risk Management, FINRA, Equities, Relationship Management, Hedge Funds, Employee Benefits, Pensions, Finance, Mutual Funds, Financial Advisory, Valuation, Fixed Annuities, Insurance, Financial Modeling
Education
La Roche College
Bachelor of Science (BS), Finance
Federated Investors 2007 - 2014
BlackRock 1993 - 2005
Skills
Series 7, Series 66, Investment Management, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Management, Wealth Management, Financial Services, Capital Markets, Investment Strategies, Customer Service, Money Market, Institutional...
Education
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, Investment Strategies and Portfolio Management Program
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
Kalamazoo College
Bachelor of Arts (BA), Political Science
Federated Investors November 2014 - Present
Federated Investors, Inc. August 2013 - Present
Federated Investors May 2013 - August 2013
Federated Investors, Inc. December 2012 - February 2013
Federated Investors, Inc. May 2012 - September 2012
Skills
Programming, Mathematics, Microsoft SQL Server, Java, Databases, Database Administration, SQL Server Management..., SQL
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Computer Science
Consultant May 2012 - Present
Dwight Asset Management, a Goldman Sachs Company November 2007 - May 2012
Mellon Capital Management 2007 - 2007
Federated Investors May 1999 - May 2004
ABN AMRO Bank N.V. 1996 - 1999
Commerzbank AG 1995 - 1996
HSBC 1979 - 1995
Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Bonds, Asset Allocation, Securities, Mutual Funds, FX trading, FX Hedging, Global Equities, Investment Strategies, Marketing Communications, Global Fixed Income, US Fixed Income, Leadership, Department Budgeting, Business Development, Alternative Investments, Equities, Structured Products, Derivatives
Education
London Business School
Senior Management Development Program
Mercator Business School, Moers (Germany)
Bachelor's degree, Banking and Finance
Omega Processing Solutions July 2004 - Present
Xerox November 1983 - December 2002
Federated Investors June 1982 - June 1983
Skills
Merchant Services, New Business Development, Account Management, Strategic Planning, Sales Management, Marketing Strategy, Customer Service, Marketing, Sales, Negotiation, Management, Human Resources, Insurance, Public Speaking, Business Development, Coaching, Business Planning, Contract Negotiation, Leadership, Program Management, Banking, B2B, Small Business, Training, Real Estate, Selling, Sales Process, Direct Sales, Cold Calling
Education
Miami University 1978 — 1982
BS Business, Marketing
Bay State Community Services Inc April 2015 - Present
Bay State Cummunity Services October 2013 - Present
Plymouth Career Center April 2012 - Present
Irish Cultural Center January 2012 - Present
BAY STATE COMMUNITY SERVICES November 2012 - October 2013
Boston Financial Data Services 2007 - September 2011
Boston Financial Data Services 2006 - 2007
Boston Financial Data Services 2004 - 2007
Federated Investors 2002 - 2004
Scudder Investments 1999 - 2002
Skills
Microsoft Office, Lotus Notes, Customer Service, Office Administration, Benefits Administration, Client Services, Tutoring, Risk Management, Webinars, Peer Mentoring, Training, Business, Invoicing, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Workshop Facilitation, Fraud Detection, AWD, ASPPA Certified, TRAC, DSY Systems Solutions, OFAC Data Base, Flower Arranging, Access, Mentoring, Peer Advisor, Volunteer, Money Laundering, Fraud Prevention, Retirement Plan..., Compliance Specialist, SharePoint, Asset Managment, E-Learning, Financial Risk, Financial Analysis, Financial Markets, Administrative..., Administrative Processes, CIP, FinCEN, Qualified Retirement...
Education
Stonehill College 1993 — 1996
Stonehill College, B.A. Psychology, 3.43
Massasoit Community College 1989 — 1993
Associates, Liberal Arts, 3.85
Federated Investors January 2015 - Present
BNY Mellon May 2013 - January 2015
BNY Mellon January 2012 - May 2013
Skills
Business Analysis, Analysis, Financial Analysis, Investments, Financial Services, Accounting, Financial Statements, Mutual Funds, Finance, Financial Reporting, Fixed Income, Banking, Securities, Microsoft Excel, Microsoft Office
Education
Indiana University of Pennsylvania 2006 — 2011
Bachelor of Science (B.S.), Accounting
Federated Investors April 2015 - Present
Deutsche Asset Management November 2011 - September 2014
Deutsche Asset Management December 2000 - November 2011
Deutsche Bank January 1992 - December 2000
Bankers Trust Company August 1988 - January 1992
Skills
Equities, Commodities..., Back and Middle Office..., Strategic and Tactical..., Regulatory and..., Financial and..., Policy and Procedure..., New Product Development, Process and Personnel..., Investment Platform..., Project and Change..., Back Office, Middle Office, Equities, Management, Portfolio Management, Investments, Asset Management, Financial Services, Fixed Income, Hedge Funds, Investment Management, Trading, Alternative Investments, Derivatives, Capital Markets
Education
New Jersey City University
Bachelor of Business Administration (BBA), International Finance
Federated Investors 2008 - Present
Skills
Mutual Funds, Investments, Financial Analysis, Competitive Analysis, Market Research, Financial Services
Education
Indiana University of Pennsylvania 1983 — 1987
Federated Investors January 2008 - Present
NKIG 2005 - 2010
Federated Investors December 1994 - December 2007
Federated Investors June 1990 - November 1994
Skills
Wholesale, Mutual Funds, Investment Management, Series 7, Series 63, Sales, Management, Sales Management, Separately Managed..., Securities, Wealth Management, Asset Allocation, Alternative Investments, Investments, Asset Management, Investment Strategies, Equities, Strategic Planning, Uniform Combined State..., ETFs, Mergers & Acquisitions
Education
CFA Institute 1993 — 1996
CFA, Chartered Financial Analyst
Kenyon College 1986 — 1990
BA, Economics
Federated Investors November 2004 - Present
Skills
Series 24, Series 7, Series 63, Series 65, Separately Managed..., Series 6, Mutual Funds
Education
Mount Holyoke College 1993 — 1997
B.A. Cum Laude
Center for Cross-Cultural Study
ConsultUSA & PMCentersUSA July 2010 - Present
ConsultUSA / PMCentersUSA 2004 - June 2010
ConsultUSA / PMCentersUSA 2002 - 2004
Federated Investors 2001 - 2001
Skills
Business Analysis, Program Management, Project Management, Java, Data Analysis, Requirements Analysis, Change Management, Process Improvement, Requirements Gathering, Vendor Management, PMP, SDLC, Training, Applicant Tracking..., Human Resources, PMO, Team Leadership, Project Planning, Team Building, Technical Recruiting, Visio, Software Project..., Business Process..., MS Project, Business Intelligence, Management, Cross-functional Team..., Integration, Analysis, SharePoint, Business Process, Project Portfolio..., Benefits Negotiation, Sourcing, Business Requirements, Information Technology, Quality Assurance, Risk Management, ERP, IT Management, Data Warehousing, Recruiting, Management Consulting, Process Engineering, Six Sigma, Internet Recruiting, Consulting, Software Documentation, CRM, ITIL
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
Certificate of Completion, MBA Essentials
Indiana University of Pennsylvania 1998 — 2002
BS, Marketing
PMCentersUSA
HCL Technologies August 2011 - Present
Dry Cleaning Station October 2004 - August 2010
Federated Investors May 2000 - September 2004
Federated Investors May 1993 - May 2000
Skills
Project Management, Leadership, Strategic Planning, Customer Service, Team Building, Team Leadership, Vendor Management, Marketing, Sales, Project Planning, Business Analysis, Operations Management, Analysis, Process Improvement, Business Planning, Microsoft Office, Customer Satisfaction, Budgets, Time Management, Financial Analysis
Education
Indiana University of Pennsylvania 1987 — 1989
Bachelor of Arts, History/Religion Dual Major
University of Pittsburgh 1984 — 1986
Mathematics, Secondary Education
Keystone Oaks High School
Alcoa October 2007 - July 2015
Resources Global January 2006 - October 2007
invivodata 2006 - 2006
Tele-Tracking Techonologies 2005 - 2006
Hefren-Tillotson 2000 - 2003
GMT 2000 - 2000
Black Box Network Services 2000 - 2000
GENERAL MANAGEMENT TECHNOLOGIES 1997 - 2000
Federated Investors 1990 - 1995
Federated Investors 1985 - 1995
Skills
Strategic Planning, Start-ups, Interviews, Organizational..., HRIS, Recruiting, Technical Recruiting, Employee Relations, Organizational Design, Change Management, Leadership Development, Employee Benefits, Management, Performance Management, Deferred Compensation, HR Policies, HR Consulting, Labor Relations, Succession Planning, Personnel Management
Education
University of North Carolina at Chapel Hill 1981 — 1982
Arts Management
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
Federated Investors May 2015 - July 2015
University of Pittsburgh May 2014 - August 2014
Edible Arrangements May 2008 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Public Speaking, Team Leadership
Education
University of Pittsburgh 2013 — 2016
Currently Enrolled, Finance
Miami University 2012 — 2013
University of Arts and Sciences, Undecided
Federated Investors February 2015 - Present
K&L Gates April 2011 - February 2015
Accenture November 1994 - March 2011
GSI Transcomm June 1989 - November 1994
American Management Systems June 1986 - June 1989
Skills
Microsoft SQL Server, SQL Server Management..., SQL, T-SQL, SSRS, SSIS, TFS, Business Intelligence, ETL Tools, Databases, Database Administration
Education
University of Pittsburgh-Johnstown 1983 — 1986
BS, Computer Science
Indiana University of Pennsylvania 1982 — 1983
Computer Science
Richland High School 1978 — 1982
High School
Checkmate IQ July 2014 - Present
Diplôme August 2013 - July 2014
Federated Investors September 2011 - July 2013
Federated Investors June 2007 - July 2013
Skills
Emerging Markets, International Trade, Policy Analysis, Asset Allocation, Investments, Series 7, Asset Management, Strategic Consulting, Frontier Markets, International Relations, Portfolio Management, Financial Markets, Banking, Bloomberg, Equities, Series 63, Uniform Combined State..., Foreign Policy Analysis, Alternative Investments, Contemporary Art
Education
University of Pittsburgh 2014 — 2016
Master's Degree, International Political Economy, 3.75 Cumulative GPA
Miami University 2003 — 2007
B.A, Economics
Federated Investors May 2008 - Present
American Century Investments April 2001 - February 2008
Skills
Emerging Markets, Series 63, Commodity, Trading, Bloomberg, Equity Trading, Equities, Equity Research, Financial Markets, Series 7, Investments, Derivatives, Trading Systems, Capital Markets, Electronic Trading, Securities, Asset Management, Investment Banking, FINRA, Risk Management, Mutual Funds, Investment Management, ETFs, Asset Allocation, Valuation, Investment Strategies, Financial Services, Equity Valuation
Education
Pace University 1993 — 1997
MBA, International Business
Iona College 1986 — 1990
BA, International Studies
St. Catharine Academy 1982 — 1986
HS
Federated Investors July 2011 - Present
Federated Investors June 2009 - August 2009
Merrill Lynch 2006 - 2008
HSBC 2004 - 2006
Education
Harvard Business School 2008 — 2010
MBA, Business Administration and Management, General
The London School of Economics and Political Science (LSE) 2001 — 2003
BSc., Economics with Economic History
Middlebury College 1999 — 2001
Jockey Person to Person October 2010 - Present
Incredible Moms November 2008 - Present
Maniet Finacial Services Network March 2002 - December 2009
Confluence 2000 - 2002
Federated Investors July 1981 - April 2000
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1990
MBA
Indiana University of Pennsylvania 1976 — 1980
BA, Marketing
Clairton High School 1972 — 1976
Advisors Capital Management September 2015 - Present
Curian Capital November 2008 - September 2015
AIG SunAmerica October 2006 - October 2008
Federated Investors June 1996 - October 2006
Skills
Mutual Funds, Separately Managed..., Series 7, Asset Allocation, Retirement Planning, Variable Annuities, Series 66, Series 63, 401k, CFS, Fixed Annuities, Series 6, Investments, Alternative Investments, Wealth Management, Financial Advisory, Unified Managed Accounts, Retirement
Education
John Carroll University 1990 — 1994
Bachelor of Arts (B.A.)
Federated Investors September 2011 - Present
AllianceBernstein May 2010 - August 2011
Merrill Lynch May 2009 - August 2009
Skills
Financial Services, Investments, Financial Modeling, Financial Analysis, Marketing Communications, Microsoft Office, Social Media, Microsoft Excel, Asset Allocation, Marketing, Email Marketing, Data Analysis, Fixed Income, Securities, Marketing Strategy, Social Media Marketing, PowerPoint, Salesforce.com, Project Management, Market Research
Education
Miami University 2006 — 2010
Bachelor of Science (BS), Mass Communication/Media Studies
Chagrin Falls High School 2002 — 2006
Twin Capital Management Inc. January 1997 - Present
Federated Investors 1994 - 1995
Mellon Bank 1993 - 1994
Skills
Equities, Derivatives, Portfolios, Hedge Funds, Portfolio Management, Bloomberg
Education
Marietta College
Robert Morris University
MBA, Finance
South Park High
Federated Investors August 2014 - Present
Russell Investments January 2011 - July 2014
Russell Investments April 2010 - December 2010
Town Bank October 2009 - March 2010
Russell Investments August 2008 - August 2009
Wells Fargo Financial May 2008 - August 2008
Skills
Mutual Funds, Asset Allocation, Series 7, Investments, Financial Advisory, Alternative Investments, Series 66, AAMS, Capital Markets, Defined Contribution, Defined Benefit
Education
Marquette University 2004 — 2008
B.S., Corporate Finance & Commercial Real Estate
F.N.B. Corporation June 2012 - Present
Federated Investors April 2010 - June 2012
Federated Investors January 2000 - April 2010
Federated Investors 1998 - 2000
Federated Investors January 1996 - 1998
The Advisor Group April 1996 - December 1996
Skills
Accounting, Account Management, Retirement Plans, ERISA, Contract Negotiation, Client Services, Client Retention, Public Speaking, Marketing Communications, Product Development, Project Implementation, Profitability Analysis, Creative Problem Solving, Creative Strategy, Small Business..., Operations, Investments, Mutual Funds, Quality Assurance, Retirement Planning, 401k, Series 7, Defined Contribution, Business Development, Customer Retention, Financial Services, Series 6, Retirement, Asset Management, Management
Education
Indiana University of Pennsylvania
BS, Business Management, Marketing
St. Moritz January 2011 - Present
Chromalox, Inc. January 2007 - December 2009
Thermo Fisher Scientific (formerly Cellomics) May 2006 - January 2007
Rexam (formerly Precise Technology, Inc.) June 2002 - April 2006
Saks Fifth Avenue February 2001 - November 2001
Federated Investors 2001 - 2001
Medrad 2000 - 2001
Skills
Training, Employment Law, WARN, Employee Relations, Deferred Compensation, HRIS, Human Resources, Leadership, Process Improvement, Succession Planning, Recruiting, Benefits Administration, Performance Management, Coaching, Talent Acquisition, Applicant Tracking..., Policy, Payroll, Sourcing, Personnel Management, Management, Temporary Placement
Education
La Roche College 1998 — 2001
MS, Human Resources Management
West Liberty University 1992 — 1996
BS, Sociology
Hampton High School 1989 — 1992
Diploma
Armstrong Group of Companies August 2012 - Present
Armstrong Group of Companies March 2010 - August 2012
Federated Investors June 2000 - June 2006
Skills
JD Edwards, Oracle Applications, UPK, Crystal Reports, Showcase Query, Business Analysis, MS Project, Access, IT Strategy, Financials, Business Intelligence, Software Project..., SQL, Requirements Analysis, PMP, SDLC, SharePoint, Data Warehousing, Software Documentation, Troubleshooting, Process Improvement, PMO, Operating Systems, Telecommunications, Web Services, Analysis, Project Management, Requirements Gathering, Business Process...
Education
La Roche College 1995 — 1999
Bachelor's degree, Computer and Information Sciences, General
Cystic Fibrosis Foundation January 2015 - April 2015
Federated Investors May 2014 - August 2014
Federated Investors May 2013 - June 2013
Lakevue Athletic Club June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Social Media, Marketing, PowerPoint, Data Analysis, Time Management, Leadership, Microsoft PowerPoint, Microsoft Access, Microsoft Publisher, Visual Basic, Access, Microsoft Office, Facebook, Public Speaking, Event Planning
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Mars Area Senior High School 2007 — 2011
High School
Federated Investors March 2012 - Present
Spindle Publishing Company, Inc February 2011 - March 2012
Seven Springs Mountain Resort May 2009 - August 2009
Skills
Final Cut Pro, Photoshop, Adobe Creative Suite, Press Releases, Public Relations, InDesign, iDVD, Public Speaking, Mac, Microsoft Office, PC, HTML, CSS, SharePoint, Adobe Professional, FrontPage
Education
James Madison University 2006 — 2010
Bachelor of Arts, Communication Studies, Media Arts and Design
Federated Investors October 2014 - Present
BNY Mellon/Dreyfus Investments February 2013 - September 2014
Franklin Templeton Investments November 2011 - February 2013
Franklin Templeton Investments June 2011 - October 2011
JPMorgan Chase December 2009 - June 2011
Skills
Investments, Investment Strategies, Mutual Funds, Series 63, 401k, Retirement, Financial Services, Series 7, Finance, Asset Allocation, Strategic Financial..., Series 6, Asset Management, Separately Managed..., Series 65, Financial Planning, Retirement Planning, Asset Managment
Education
Manhattan College 2006 — 2010
BS, Finance and Economics
Vanguard August 2012 - Present
Goldman Sachs Asset Management June 2009 - August 2012
Federated Investors April 2006 - June 2009
Federated Investors, Inc. 2003 - 2006
Skills
Series 7, Series 63, FINRA, Private Equity, Options, Financial Markets, Structured Products, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Financial Services, Securities
Education
La Roche College 1998 — 2002
Federated Investors 2015 - Present
Spring ISD September 2013 - June 2015
AIG August 2010 - June 2013
United States Postal Service April 2002 - August 2008
Skills
Negotiation, Insurance, Workers Compensation, Call Center, Property & Casualty..., Customer Service, Commercial Insurance, Employee Benefits, Claim, Underwriting, Health Insurance, PeopleSoft, Customer Satisfaction, Data Entry, Customer Retention, Outlook
Education
University of Houston-Downtown 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Multi-/Interdisciplinary Studies, General
Lone Star College System 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Education
Humble High School 1998 — 2001
Diploma
PNC June 2015 - August 2015
Deloitte May 2015 - May 2015
Federated Investors March 2014 - March 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Leadership, Data Analysis, Research, Financial Analysis, Time Management, Risk Management, Credit Risk
Education
Lehigh University 2013 — 2017
Bachelor of Science, Integrated Business and Engineering; Financial Engineering
Pittsburgh Central Catholic High School 2009 — 2013
Federated Investors June 2014 - Present
Rolling Hills Country Club June 2010 - August 2013
Skills
Sports, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Leadership, Public Speaking, Time Management, Customer Service, Research
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Peter Township High School 2008 — 2012
Virtus Investment Partners December 2012 - Present
DWS Investments August 2006 - November 2012
Federated Investors February 1998 - August 2006
Skills
Series 7, Alternative Investments, Series 63, chartered mutual fund..., Financial Advisory, Separately Managed..., Wealth Management
Education
Securities Industry Institute at Wharton 2004 — 2006
Indiana University Bloomington 1992 — 1996
Bachelor's degree, English and Secondary Education
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Pershing LLC December 2011 - Present
BNY Mellon July 2010 - November 2011
PNC Financial Services January 2003 - June 2010
Confluence June 1999 - March 2001
Federated Investors 1987 - 1999
Skills
Product Management, Financial Services, Business Analysis, Mutual Funds
Education
Indiana University of Pennsylvania
BS, Finance, Economics
Federated Investors, Inc. November 2012 - Present
Federated Investors October 2011 - October 2012
Federated Investors November 2010 - October 2011
The Lubrizol Corporation September 2009 - May 2010
Crowe Horwath LLP January 2009 - April 2009
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Access, Separately Managed...
Education
John Carroll University 2006 — 2010
Bachelor of Science in Business Administration, Accountancy
Federated Investors December 2014 - Present
BNY Mellon October 2012 - November 2014
Family House May 2012 - October 2012
Skills
Accounts Payable, Account Reconciliation, Invoicing, Journal Entries, GAAP, Depreciation, Financial Statements, General Ledger, Structured Finance, Securities, Cash Flow, Financial Accounting, Financial Analysis, Accounting, Analysis
Education
Hiram College 2008 — 2012
Bachelor of Arts (BA), Accounting
Federated Investors May 2009 - Present
Federated Investors 2005 - 2009
Federated Investors 1995 - 2005
Federated Investors 1990 - 1995
COMPUTERPEOPLE, Inc July 1989 - May 1990
Indiana University of Pennsylvania January 1989 - June 1989
U.S. Department of Agriculture May 1988 - December 1988
AUTOMATION MANAGEMENT CONSULTANTS April 1987 - May 1988
Skills
Oracle, Databases, Disaster Recovery, Microsoft SQL Server, Business Analysis, Unix, Business Intelligence, Enterprise Software, High Availability, IT Strategy, PL/SQL, SDLC, Storage, Oracle E-Business Suite, SAN, System Administration, NAS, EMC Storage, Data Center, Requirements Analysis, NetApp, Enterprise Architecture
Education
Indiana University of Pennsylvania 1986 — 1986
Bachelor, Business Administration
Federated Investors December 1995 - Present
Essex Investment Group June 1994 - December 1995
Skills
Hedge Funds, Portfolio Management, Equity Research, Fixed Income, Portfolio Optimization, Quantitative Finance, Quantitative Analytics, Bloomberg, Investment Strategies, Asset Allocation, Derivatives, Equities, Alternative Investments, Capital Markets, Financial Modeling, Financial Markets, Investments, Equity Valuation, Asset Management, Finance, Options, Quantitative Research
Education
University of Rochester - Simon Business School 2011 — 2015
M.S., Finance
Rochester Institute of Technology 1992 — 1994
B.S., Finance
Monroe Community College 1990 — 1992
Business Administration
Legend Financial Advisors, Inc. May 2001 - Present
The Ayco Company, L.P. 1998 - 2002
Goldman Sachs 1999 - 2001
Epstein Tabor & Schorr 1998 - 2000
Federated Investors 1996 - 1996
Education
La Roche College 1992 — 1996
Accounting and Management
Bishop McCort
Leadership Development Initiative
Leadership Pittsburgh
Registered Section 529 Plan Consultant through the www.savingforcollege.com Website
Cohen & Steers August 2014 - Present
Federated Investors June 2011 - August 2014
Federated Investors September 2008 - June 2011
Federated Investors January 2007 - September 2008
Skills
Project Management, Sales, Series 7, Mutual Funds, Asset Management, Financial Services, Series 63, Securities, Sales Presentations, CRM, Competitive Analysis, New Business Development, 401k
Education
Duquesne University
Masters, Business Administration
John Carroll University
Bachelor of Arts, Political Science
HP January 2011 - Present
Federated Investors March 2009 - September 2010
Quin Street August 2006 - January 2009
Cisco Systems Inc December 2005 - August 2006
Sun Microsystems May 2005 - December 2005
Samsung Electronics January 2005 - April 2005
Skills
Java, SQL, J2EE Application..., Servlets, JSP, Struts, JDBC, EJB, JNDI, RMI, Eclipse, DOM, SOAP, JavaScript, XML, XML Schema, DTD, XSL, XSLT, XPath, Perl, Tomcat, oracle, Microsoft SQL Server, DB2, Solaris, hibernate, Enterprise Content..., Agile Methodologies, Oracle, Hibernate, Integration
Education
San Jose State University 2003 — 2006
Master of Science (M.S.)
Kakatiya University
Master of Computer Applications (M.C.A.)
Diamond Hill Investments July 2008 - Present
Federated Investors March 2003 - February 2008
State Teachers Retirement System of Ohio June 1998 - March 2003
The Ohio State University January 1998 - June 1998
Skills
Investments, Equities, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Equity Research, Industry Analysis, Bloomberg, Asset Allocation, Equity Valuation, Fundamental Research, Research, Competitive Analysis, Hedge Funds, Mutual Funds, Investment Strategies, Capital Markets, Alternative Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 1999
MBA, Investment Management
Lewis and Clark College 1992 — 1996
Bachelor of Arts, Finance and Philosophy
BNY Mellon May 2010 - Present
BNY Mellon July 2008 - May 2010
Federated Investors March 2008 - July 2008
Stone Financial June 2005 - December 2007
Skills
Equities, Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Analysis, Financial Services, Trading, Management, Strategy, Insurance, Investments, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
MBA
Lafayette College 2003 — 2007
BS, Economics & Business, Minor in Mathematics
Management Science Associates June 2000 - Present
Scripps Networks June 2007 - November 2008
Federated Investors January 1996 - June 2000
Skills
Data Analysis, Business Analysis, Requirements Analysis, Process Improvement, Program Management, Strategic Planning, Management, Project Planning, Business Development, Change Management, Operations Management, Customer Service, Project Management, Market Research, Social Media, Web Design, Customer Insight, Software Project..., Marketing Research, Cross-functional Team..., Team Leadership, Competitive Analysis, Requirements Gathering, Advertising, Qualitative Research, Technical Writing, Working on PMP..., Budgets
Education
Indiana University of Pennsylvania 1990 — 1994
BA, English
Federated Investors, Inc. September 2013 - Present
Federated Investors June 2008 - August 2013
Ameriprise Financial Services, Inc. January 2006 - June 2008
Windmill Lakes Golf Club June 2003 - December 2005
Skills
Series 7, Insurance, Series 63, Asset Management, Mutual Funds, Retirement Planning, Investments, Wealth Management, Portfolio Management, Investment Advisory, Retirement, Asset Allocation
Education
Kent State University 1999 — 2003
Business Administration, Finance
OMERS Worldwide 2014 - Present
Federated Investors 2009 - 2014
JP Morgan Asset Management 2005 - 2009
Wellington Management 2004 - 2005
Goldman Sachs 2002 - 2004
Skills
Global Macro, Equities, Portfolio Management, Currency, Global Tactical Asset..., Quantitative Investment..., Hedge Funds
Education
Harvard University
Visiting Scholar, Behavioral Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
PhD, Financial Economics
London School of Economics and Political Science
Student, Capital Markets
Federated Investors December 1995 - Present
E-Systems 1989 - 1995
Skills
Cloud Computing, Microsoft SQL Server, Data Center, Business Intelligence, Databases, Integration, Virtualization, Oracle, Telecommunications, SDLC, Storage, Information Security, Networking, Architecture, ITIL, Architectures, VMware, Disaster Recovery
Education
Indiana University of PA 1983 — 1987
Bachelor of Science, Computer Science
Pershing, LLC October 2010 - Present
Federated Investors September 2005 - February 2009
Seneca Capital/Phoenix Invstmt Ptrnrs February 2003 - August 2005
Phoenix Investment Partners 2000 - 2003
Smith Barney 1997 - 2000
The New York Times June 1989 - August 1994
Skills
Product Management, Portfolio Management, Mutual Funds, Finance, Sales, Marketing, Separately Managed..., Securities, Series 7, Risk Management, Series 63, Investments, Strategy, Mergers & Acquisitions, Qualifying Prospects, Management
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
Howard University 1985 — 1989
BBA, Marketing
Bishop John McNamara High School
HS Diploma
Citizens Financial Group, Inc. April 2008 - Present
Federated Investors October 2007 - April 2008
Skills
Portfolio Management, Corporate Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Cash Management, Treasury Management, Credit, Finance, Financial Services, Analysis, Banking
Education
Robert Morris University 2002 — 2004
MBA, Finance
Indiana University of Pennsylvania 1994 — 1998
BSBA, Managment/Economics
Walgreens March 2015 - Present
Vision Critical October 2010 - March 2015
TPN October 2009 - September 2010
OfficeMax June 2009 - October 2009
General Growth Properties 2001 - May 2009
AccountPros, Advanced Financial 1998 - 2001
Old Kent Bank 1997 - 1998
Federated Investors 1995 - 1997
Skills
Strategy, Customer Insight, Competitive Analysis, CRM, Shopper Marketing, Integrated Marketing, Market Research, Digital Marketing, Analytics, Marketing Strategy, Contract Negotiation, Marketing Research, Quantitative Research, Vendor Management, Marketing, Strategic Planning, Branding & Identity, Business Intelligence, Segmentation, Leadership, Marketing Communications, SAS, Product Management, FMCG, Proposal Writing
Education
Robert Morris University, Pittsburgh, PA 1993 — 1995
MBA, Finance
Lake Forest College 1989 — 1993
BA, Economics
Crown Castle July 2005 - Present
Mellon Financial November 2002 - July 2005
Be Free February 2000 - November 2002
Federated Investors March 1992 - February 2000
Skills
Process Improvement, Project Management, Business Analysis, Vendor Management, Program Management, Cross-functional Team..., Business Intelligence, IT Strategy, Cloud Computing, Requirements Analysis, IT Management, Integration
Education
Indiana University of Pennsylvania
B.S., Management Information Systems
MetLife August 2014 - Present
The Newport Group January 2011 - May 2014
The Newport Group January 2006 - January 2011
Federated Investors 1995 - 2006
Federated 1995 - 2005
Skills
401k, Retirement, Retirement Planning, Series 26, Series 6, Series 63, Defined Contribution, ERISA, Mutual Funds, Qualified Retirement..., Asset Allocation, Investment Advisory, Defined Benefit, Pensions, Retirement Plan..., Financial Services, FINRA, Wealth Management, Morningstar, Microsoft Office
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Science
Cox Media Group May 2014 - Present
Lender Processing Services, Inc. (LPS) October 2010 - March 2014
Lender Processing Services, Inc. (LPS) January 2004 - October 2010
Lender Processing Services, Inc. (LPS) May 1997 - January 2004
Federated Investors 1995 - 1996
Price Waterhouse 1994 - 1995
Skills
Forecasting, Microsoft Excel, Analysis, Budgets, Financial Analysis, P&L Management, Strategic Planning, Process Improvement, Productivity, Communicator, Business Analysis, Real Estate, Appraisals, Title Insurance, Due Diligence, Corporate Finance, Operations Management, Sales Compensation..., Financial Modeling, Mortgage Lending, Joint Ventures, Internal Controls
Education
Indiana University of Pennsylvania 1990 — 1994
BS in Business Administration, Finance, Accounting
Crawford Investment Counsel October 2009 - Present
Federated Investors January 2001 - September 2009
Federated Investors August 1997 - December 2000
Coopers & Lybrand, L.L.P. 1992 - 1995
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
MBA
Liberty University 1988 — 1991
B.S., Accounting
CEI - Contractor to BNY Mellon October 2014 - Present
CEI (Computer Enterprises, Inc.) September 2012 - August 2014
ProLogic / consultant PM for DOE / NETL August 2010 - August 2012
Robert Morris University March 2009 - September 2010
Federated Investors September 2008 - February 2009
Eaton July 2005 - June 2008
The Abreon Group October 1997 - July 2005
Sarcom 1997 - 2005
SC Richland County DSS May 1995 - September 1997
Skills
Change Management, Team Building, Business Analysis, Program Management, Project Management, SharePoint, Leadership, PMP, Project Planning, Integration, Teaching, Strategic Planning, Requirements Analysis, Business Process..., Training, Management, ERP, Process Improvement, Analysis, SAP, Team Leadership, Software Documentation, Management Consulting, Vendor Management, Information Technology, IT Management, IT Strategy
Education
Lincoln University 1967 — 1971
BA, Political Science
Yeadon High School 1963 — 1967
Academic High School Degree
Continuant October 2010 - Present
Warner Group October 2004 - Present
Torchmark Corporation / United American Insurance Company September 2013 - August 2014
Federated Investors November 2008 - September 2010
Colleyville Heights, LLC January 2006 - December 2007
Siemens AG (formerly IBM, ROLM) February 1992 - November 2007
IBM (formerly ROLM) April 1986 - January 1992
Skills
Telecommunications, Troubleshooting, Networking, Call Centers, Data Center, VoIP, Telephony, IP, Unified Communications, Disaster Recovery, Wireless, SIP, Testing, Technical Support, Project Management, Management, Vendor Management, Managed Services, Project Planning, Network Design, Leadership, IVR, Cisco Technologies, Training, Call Center, Customer Satisfaction, Switches, MPLS, Technical Training, Integration, WAN, LAN-WAN, TCP/IP, Cloud Computing, Software Installation, Ethernet, HiPath 4000, Security, Routing, Siemens Call Center..., Siemens-ROLM Telecom..., Change Management, Technical Course..., ISDN, Routers, Technical Product..., Planning, OpenScape Contact Center, Business Continuity..., ITIL v3 Foundations...
Education
Siemens (formerly IBM, ROLM) Educational Services 1984 — 2007
Expertise on broad range of Siemens Voice Networking Products, Voice/Data Networking (General and Proprietary Technologies)
Henry Ford Community College 1980 — 1983
General Studies
Miami Dade College 1981 — 1982
General Studies
Snow Capital Management L.P. January 2014 - Present
Snow Capital Management December 2007 - Present
Federated Investors 2002 - 2007
Education
Indiana University of Pennsylvania 1996 — 2001
Academy Securities August 2014 - Present
Carolina Capital Markets October 2009 - July 2014
KDP Investment Advisors November 2003 - October 2009
Federated Investors 1998 - 2002
BTS 1995 - 1998
BTS 1995 - 1998
Education
Middlebury College 1986 — 1990
Belmont Hill 1985 — 1986
Federated Investors 2008 - Present
Skills
Mutual Funds
Education
Indiana University of Pennsylvania 1989 — 1994
AFLAC Global Investments February 2013 - Present
Oakbrook Solutions June 2010 - April 2012
Aberdeen Asset Management 2007 - 2010
Alliance Bernstein 2007 - 2007
Wachovia Global Custody 2002 - 2006
Federated Investors 1999 - 2002
First Union 1997 - 2001
Highbridge Capital Management 1994 - 1996
Blanchard Group of Funds 1987 - 1994
PANACHE 1986 - 1987
Skills
Mutual Funds, Equities, Fixed Income, Securities, Asset Managment, Derivatives, Foreign Exchange..., Hedge Funds, Pension Funds, Wealth Management, Global Custody, Middle Office, Fund Accounting, Fund Administration, Alternative Investments, Corporate Actions, Settlement, Risk Management, Asset Management, Emerging Markets, Financial Risk, Portfolio Management, Trading, Financial Services, Investment Banking, Operational Risk
Education
Hampton University 1985 — 1986
Master of Business Administration (MBA), Business Administration, Management and Operations
TriState Capital Bank January 2014 - Present
Federated Investors February 1980 - December 2013
Howrey & Simon 1978 - 1979
Skills
Asset Allocation, Series 63, Wealth Management, Alternative Investments, Securities, Asset Management, Investments, Investment Advisory, Portfolio Management, Equities, Investment Strategies, Retirement Planning, Hedge Funds, 401k, Investment Management, Retirement
Education
Miami University 1974 — 1978
CAHS 1971 — 1974
Avalon Public Library 2010 - Present
Avalon Public LIbrary June 2010 - September 2010
Avalon Public Library May 2009 - June 2010
Carnegie Library of Pittsburgh 2008 - 2008
Mellon Bank October 2001 - January 2006
Federated Investors 1998 - 2001
Mellon Bank December 1993 - 1998
Education
University of Pittsburgh 2006 — 2007
MLIS
Indiana University - Kelley School of Business 1987 — 1992
B.S., Accounting
Federated Investors
Skills
AML, FINRA, Mutual Funds, Securities, Securities Regulation
Education
Indiana University of Pennsylvania 1968 — 1972
Federated Investors January 2007 - Present
Air & Waste Management Association November 2004 - December 2006
AIReS June 2002 - October 2004
Brady Communications January 2000 - July 2001
Skills
Media Relations, Strategic Communications, Video Production, Internal Communications, Marketing Communications, Speech Writing, Advertising, Web Content Management, Social Media, Public Relations, Press Releases, Copywriting, Newsletters, Web Content, Crisis Communications, Email Marketing, Content Management
Education
Indiana University of Pennsylvania
B.A., Journalism
Federated Investors May 2011 - Present
Dow Jones March 1981 - May 2008
Education
Queensborough Community College 2009 — 2009
Certificate, Paralegal Studies
University of Phoenix 2001 — 2003
Bachelor's, Business Administration
Queensborough Community College 1984 — 1999
AAS, Business Management
Katharine Gibbs School 1979 — 1980
Certficate, Secretarial Science
Federated Investors March 2010 - Present
Federated Investors August 2005 - March 2010
Education
Miami University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Miami University
Federated Investors February 2007 - Present
Dick's Sporting Goods August 2011 - January 2013
Seneca Valley High School January 2008 - December 2012
Skills
SharePoint, SQL, SDLC
Education
La Roche College 2003 — 2007
CS, Computer Science & Information Technology
Seneca Valley High School 1999 — 2003
Federated Investors October 2014 - Present
Federated Investors October 2008 - October 2010
Key Bank July 2003 - October 2008
Education
Kent State University 1989 — 1995
Kforce Inc November 2013 - Present
Kforce Inc March 2011 - October 2013
Kforce Inc June 2010 - March 2011
Greycourt May 2007 - November 2010
Federated Investors March 1998 - March 2007
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Financial Modeling, Asset Management, Securities, Investment Strategies, Financial Analysis, Valuation, Data Analysis, Capital Markets, Private Equity, Analysis, Economics, Finance, Financial Risk, Forecasting, Financial Reporting, Risk Management, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finace and Business Strategy
Bellwood Antis High School
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance
Huntington Asset Services July 2011 - Present
JPMorgan Chase 2009 - December 2011
Fidelity Investments October 2004 - February 2009
Fidelity Investments February 1995 - October 2004
Federated Investors March 1990 - February 1995
Mellon Bank (now Bank of NY Mellon Bank) March 1979 - March 1990
Skills
Financial Services, Process Improvement, Risk Management, Mutual Funds, Management, Leadership, Business Analysis, Investments, Securities
Education
Indiana University of Pennsylvania 1974 — 1978
BS - Business, Accounting
J.P. Morgan Asset Management September 2015 - Present
BlackRock March 2009 - Present
Goldman Sachs June 2007 - March 2009
Goldman Sachs June 2005 - June 2007
Federated Investors May 2004 - May 2005
Skills
Asset Management, Series 7, Alternative Investments, Mutual Funds, ETFs, Investments, Bloomberg, Trading, Relationship Management, Capital Markets, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2005
MBA
John Carroll University 1995 — 1999
BA, Communications
Dick's Sporting Goods August 2012 - Present
CDI January 2010 - August 2012
National Interest Security Company (NISC) May 2009 - January 2010
Federated Investors October 2006 - May 2009
Pulte Homes 2006 - 2006
DHL 2000 - 2006
Spherion Technology 2000 - 2000
The Tech Group – North America 2000 - 2000
Banner Samaritan Regional Medical Center 2000 - 2000
Banner Samaritan Regional Medical Center 1999 - 2000
Skills
Release Management, Process Analysis, Instructional Design, Change Management, ITIL, IT Service Management, Business Process..., Process Improvement, SharePoint, Program Management, SDLC, Training, Business Process, Business Analysis, Software Documentation, Testing, Project Management
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Communications - Media
Federated Investors July 2006 - Present
Value Line Asset Management November 1995 - March 2003
Value Line 1995 - 2003
Skills
Equities, Investments, Asset Management, Alternative Investments, Equity Research, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Bloomberg, Capital Markets, Securities, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA -- Economics
HCHS
NYU
Highmark April 2003 - Present
Accenture 1999 - 2003
Federated Investors 1995 - 1998
Skills
Healthcare, Strategic Planning, Business Strategy, Leadership, Operations Management, Program Management, Project Management, Business Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Masters, MBA and Master of Information Systems
John Carroll University 1991 — 1995
Bachelor of Science, Business Administration
Federated Investors October 2014 - Present
Reed Smith LLP December 2002 - October 2014
Federated Investors November 1999 - December 2002
Federated Investors September 1996 - November 1999
Federated Investors February 1994 - September 1996
Skills
Legal Writing, Legal Research, Mutual Funds, Corporate Law, Corporate Governance
Education
James Madison University 1985 — 1989
B.S., Political Science
ImPACT Applications Inc January 2006 - Present
Impact Applications 2005 - Present
ACCENTDATA, PITTSBURGH, PA March 2001 - December 2005
Federated Investors 1981 - 1997
Education
Indiana University of Pennsylvania 1966 — 1975
MA, History
Federated Investors
Skills
Mutual Funds
Education
Indiana University of Pennsylvania
BNY Mellon September 2003 - Present
Federated Investors February 1989 - January 2003
Education
Point Park University 2007 — 2010
MBA, Business Management
Hawaii Pacific University 1985 — 1988
B.S., Computer Science
Point Park University 1977 — 1981
B.A., Journalism/Communications
Federated Investors June 2014 - Present
BNY Mellon 1998 - 2013
BNY Mellon 1998 - 2010
Mellon Financial Corporation 1991 - 1998
Self Employed Video Production 1991 - 1993
Skills
Photoshop, Multimedia, Video Production, Video, Audio, Production, After Effects, Premiere, Television, Editing, Advertising, Creative Direction, Project Management, Project Planning, Production Budgeting, Desktop Computers, Invoice Processing, Sorenson Squeeze, Adobe CS6, Videography, Event Videography, multi camera video..., Lighting for Video, Audio Visual Support, Mac, Marketing, Sound, Post Production, Live event production..., Video Editing
Education
Indiana University of Pennsylvania 1988 — 1991
Communications, Television Production
University of South Florida 1987 — 1988
Pre-med
Seroka Brand Development & Strategic Communications April 2015 - Present
MIT/ Marketing Communications 1999 - Present
West Community Credit Union January 2010 - June 2013
Marketing Resources of New York 1997 - 1999
Blattner Brunner 1994 - 1997
Federated Investors 1991 - 1994
Unispond 1986 - 1991
Fidelity Investments 1983 - 1986
Skills
Direct Marketing, Integrated Marketing, Copywriting, Social Media, B2B Marketing, Marketing Communications, Direct Mail, Digital Strategy, Creative Strategy
Education
Marquette University 1978 — 1982
B.A., Journalism/Advertising Concentration
Marquette University
Bachelor's degree, Journalism
DPW - Bureau of Financial Operations May 2013 - Present
CSI, Corporate Security and Investigations September 2012 - November 2012
Corporate Security and Investigations February 2011 - May 2011
Federated Investors July 2001 - February 2005
University of Colorado October 1996 - June 2001
Bureau of Commowealth Payroll Operations June 1994 - September 1996
Skills
Fraud, Background Checks, Certified Fraud Examiner, AML, Federal & State..., Financial Regulation, Auditing
Education
Community College of Beaver County 2009 — 2011
Associates, Fall 2011, Criminal Justice
Mansfield University of Pennsylvania 1988 — 1994
BA, Accounting emphasis
NACE International January 2013 - Present
IN Community Magazines and Media June 2010 - January 2013
KDKA-TV November 2008 - April 2010
AstraZeneca September 2003 - May 2007
Mid Atlantic Capital Group, Inc. November 2001 - August 2003
Federated Investors August 1995 - November 2001
Skills
Sales, Marketing, Public Relations, Public Speaking, Account Management, Marketing Strategy, Advertising, Marketing Communications, New Business Development, Sales Management, Strategic Planning, Business Development, Event Management, Online Advertising, Contract Negotiation, Social Media, Negotiation, B2B
Education
Indiana University of Pennsylvania 1992 — 1995
BS, Political Science-Pre Law: Eastern/Central European Politics Concentration
University of Kentucky 1990 — 1992
Keystone Oaks High School
Prudential Financial September 2014 - Present
Prudential Financial August 2013 - September 2014
Fidelity Investments August 2012 - August 2013
Fidelity Investments 2003 - August 2012
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Federated Investors January 1996 - January 1997
PNC Bank January 1995 - January 1996
Kinko's of Rhode Island January 1994 - January 1995
Skills
Call Center, Risk Management, Business Planning, Customer Satisfaction, Process Improvement, Project Management, Business Analysis, Strategic Planning, Change Management, Customer Service, PowerPoint, Financial Analysis, Data Analysis, Employee Benefits, Team Building, Operations Management, Program Management, Forecasting, Public Speaking
Education
Penn State University 1987 — 1992
B.A.
International School of Brussels 1985 — 1987
LaSalle Investment Management August 2005 - Present
Federated Investors October 1990 - August 2005
Skills
Team Leadership, Asset Management, Equities, Portfolio Management, Investments, Financial Services, Business Analysis, Financial Analysis, Management, Mutual Funds, Risk Management
Education
La Roche College 1987 — 1990
BS, Business/Accounting
Bayer MaterialScience January 2006 - Present
Bayer Material Science October 1999 - 2005
Calgon Corporation June 1997 - October 1999
Federated Investors June 1993 - May 1997
Skills
Financial Analysis, Polymers, Budgets, Forecasting, Financial Reporting, Analysis, Finance, Accounting, Variance Analysis, CRM, General Ledger, Portfolio Management, Market Planning
Education
Robert Morris University 2001 — 2003
MISM, Masters in Information Systems Management
Robert Morris University 1997 — 2000
MBA, Masters of Busisness
La Roche College 1989 — 1993
Bachelor of Science, Accounting
Wasatch Advisors August 2013 - Present
Eagle Asset Management June 2012 - July 2013
VOYA (ING Investment Management) June 2007 - May 2012
Federated Investors July 2001 - May 2007
State Teachers of Ohio January 1997 - June 2001
Skills
Equities, Hedge Funds, Asset Managment, Bloomberg, Equity Research, Mutual Funds, Alternative Investments
Education
Kent State University - Graduate School of Management 1995 — 1996
MS, Accounting
Kent State University - Graduate School of Management 1994 — 1995
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1983 — 1987
BS, Accounting
Federated Investors April 2006 - Present
Federated Investors March 2005 - April 2006
Federated Investors 1994 - 1998
Skills
Creative Problem Solving, Strong Product Knowledge, Solid Communicator, Experienced Project...
Education
Indiana University of Pennsylvania 1984 — 1988
BS, Accounting
eSecLending February 2005 - Present
Salem Five Bank 2004 - 2005
Federated Investors February 2001 - March 2004
Education
Liberty University 1998 — 2000
Finance
Pittsburgh Glass Works, LLC September 2014 - Present
Giant Eagle December 2011 - September 2014
Federated Investors August 2002 - December 2011
Marconi PLC 2000 - 2002
RELTEC 1996 - 2002
Ernst & Young 1992 - 1996
Towers Perrin 1989 - 1993
HumRRO 1985 - 1989
Education
The Ohio State University 1981 — 1988
MA, Ph.D., Industrial and Organizational Psychology
Kent State University 1977 — 1981
BA, Psychology
Bank of New York Mellon January 2011 - Present
Pyramid Consulting Group September 2006 - January 2011
Federated Investors 2004 - 2006
Federated Investors 2000 - 2004
Federated Investors 1997 - 2000
Federated Investors 1994 - 1997
First Fidelity Bank, N.A., N.J. 1987 - 1990
Bankers Trust Company 1982 - 1986
Skills
Financial Services, Project Management, Securities, Process Improvement, Mutual Funds, Wealth Management, Investments, Business Analysis, Business Process..., Requirements Gathering, Strategic Planning, Risk Management, Management, Analytics, PMO
Education
Ithaca College 1978 — 1982
Bachelor of Science, Accounting, Management
Wayne Valley High School
Pioneer Investments January 2001 - Present
Federated Investors 1997 - 2000
Skills
Series 63, Series 7, Asset Allocation, Securities, Wealth Management, Asset Management, Alternative Investments, Mutual Funds, Investments, Separately Managed..., Financial Services, Investment Advisory, Investment Strategies, Retirement, Retirement Planning
Education
Mississippi State University 1982 — 1986
BA, Business
Mellon Bank 1994 - 1999
Mellon Bank Trust Department 1991 - 1994
Federated Investors 1980 - 1986
Education
Miami University of Ohio
Bachelor of Sciences Degree, General Business
Miami University
BS in Business, Finance, Marketing, Computer Languages, Accounting
PNC April 2015 - Present
United States Steel Corporation May 2011 - April 2015
United States Steel Corporation March 2008 - April 2011
United States Steel Corporation January 2007 - February 2008
Federated Investors August 2005 - December 2006
Skills
Compensation, Compensation Strategies, Compensation Structures, Executive Compensation..., Human Resources, Deferred Compensation, Management, Performance Management, Process Improvement, Succession Planning, Talent Management, Project Management, Employee Relations, Employee Benefits, Compensation Planning, Global Compensation, Oracle HR, Incentive Programs
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2013
MBA, Business Administration
Lehigh University - College of Business and Economics 2000 — 2004
BS, Business & Economics
Federated Investors October 2011 - Present
U.S. Securities and Exchange Commission, Division of Investment Management October 2007 - October 2011
U.S. Securities and Exchange Commission, Division of Enforcement September 2003 - October 2007
Law Clerk to Hon. Gary L. Lancaster, U.S. District Court for the Western District of Pennsylvania September 2002 - August 2003
Reed Smith LLP September 2000 - August 2002
Education
University of Pittsburgh School of Law 1997 — 2000
J.D., Law
Loyola University Maryland 1993 — 1997
B.A., History, Business
UnitedHealth Group February 2014 - Present
United Health Group September 2006 - May 2008
Federated Investors May 1999 - August 2006
Skills
SQL, Visio, Databases, Business Analysis, SharePoint, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Access, Software Documentation, Business Intelligence, Data Analysis, Process Improvement, Systems Analysis, Analysis, SSRS, Data Warehousing, SDLC, SSIS
Education
La Roche College 1995 — 1999
B.S., Computer Information Systems
La Roche College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Federated Investors Portfolio AnlaystRyland Mortgage CompanyJune 1989 - September 1993
Education
Loyola University Maryland 1989 — 1993
MBA, Finance
Indiana University of Pennsylvania 1984 — 1988
BS, Finance
Self-Employed March 2009 - Present
SRI Quality System Registrar August 2011 - July 2012
BNY Mellon October 2008 - December 2008
Federated Investors August 2005 - June 2007
Federated Investors September 1997 - August 2005
Self-Employed May 1993 - February 1995
Mellon Bank Corporation March 1990 - September 1992
Mellon Bank Corporation May 1982 - March 1990
Skills
Corporate Communications, Internal Communications, Newsletters, Proofreading, Editing
Education
Indiana University of Pennsylvania 1976 — 1980
B.S., Marketing, Minor-English
Western Union April 2012 - Present
Polycom May 2011 - March 2012
Federated Investors March 2009 - April 2011
Addon Technologies 2008 - 2009
Skills
Software Deployment, MediaBin, LiveSite, Templating, Perl, XSLT, Enterprise Content..., Solaris, Content Management, Websphere, Unix, JavaScript, JSP, XML, Java Enterprise Edition, Interwoven OpenDeploy, Interwoven TeamSite, Interwoven DataDeploy, HTML
Education
West Virginia University 2007 — 2009
masters, Electrical Engineering
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology, Electrical Engineering
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
Union Banc Investment Services July 2009 - Present
Transamerica April 2008 - May 2009
The Guardian Life Insurance Company of America June 2007 - April 2008
Nationwide Financial April 2005 - May 2007
PLANCO May 2003 - February 2005
Federated Investors March 2000 - May 2003
WM Financial Services 1996 - 2000
Skills
Securities..., 63, 65, Marketing, Wealth Management, Series 7, Asset Allocation, Fixed Annuities, Variable Annuities, Sales, Mutual Funds, Finance, Retirement, Retirement Planning, Series 63, Separately Managed..., Series 65, Financial Advisory, Investments
Education
Hanover College 1986 — 1990
Gatan Inc. November 2010 - Present
Federated Investors October 2008 - November 2010
Cattron Group INC August 2007 - October 2008
UPMC February 2007 - May 2007
United Way of Allegheny County March 2005 - February 2007
Emess Design Group June 2004 - March 2005
Smart Parts, Inc May 2003 - June 2004
Management Technology MTISC April 2001 - April 2003
United States Marine Corps November 1980 - July 2001
Skills
Oracle, Crystal Reports, SQL Server, Made2Manage, Visual Basic, Visual Basic for..., MS Office Suite, Access, Data Warehousing, Microsoft SQL Server, Management, ERP, Visio, Databases, VBA, Project Management, Data Modeling
Education
Hawaii Pacific University 1998 — 2000
Associate’s Degree, Computer Science
FKS Financial January 2005 - January 2014
Federated Investors January 2000 - January 2004
W.R. Lazard March 1992 - March 1996
Midland Montaqu June 1991 - February 1992
J P morgan Chase March 1990 - April 1991
Daiwa Capital Markets Europe Ltd June 1987 - February 1989
JPMorgan Chase & Co. March 1980 - May 1987
Education
Columbia University School of Business
M.B.A
Hampton University
B.A, Business
US Army Corps of Engineers March 2013 - Present
FirstEnergy January 2012 - March 2013
Federated Investors July 2007 - June 2010
US Steel July 2006 - July 2007
Skills
Troubleshooting
Education
Robert Morris University 2004 — 2007
BS, Information Sciences, Networking
ITT Technical Institute-Pittsburgh 2001 — 2003
Associate of Science (A.S.), Information Technology
BNY Mellon Asset Servicing January 2008 - Present
Federated Investors June 1992 - December 2007
DG Sisterson January 1987 - May 1992
Skills
High Net Worth..., Hedge Funds, Tax, International Tax, Accounting
Education
Miami University
Bachelor of Science (BS), Accounting
Federated Investors August 2015 - Present
PPG Industries June 2013 - August 2015
Office of the President at Mount Ida College 2009 - 2012
Skills
Administrative..., Microsoft Office, Outlook, Event Planning, Microsoft Word, Microsoft Excel, Research, Public Speaking, Social Media, Data Entry, Administration, PowerPoint
Education
Mount Ida College 2009 — 2013
Bachelor's Degree, English
Federated Investors October 2014 - Present
Reed Smith LLP August 2007 - October 2014
Skills
Legal Research, Legal Writing, Corporate Governance, Joint Ventures, Mergers & Acquisitions, Due Diligence, Securities, Document Review
Education
Miami University 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government
University of Pittsburgh-Johnstown 1986 — 1987
Federated Investors May 2007 - Present
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Visio, SQL
Education
Indian Institute of Technology, Madras
Engineering, Masters
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences
Federated Investors August 2004 - Present
Federated Investors September 1998 - July 2004
Federated Investors September 1997 - September 1998
First Commonwealth Financial Corporation January 1996 - September 1997
First Commonwealth Financial Corporation September 1992 - January 1996
Skills
HRIS, PeopleSoft, Employee Benefits, Benefit Plan..., Procedure Development
Education
Indiana University of Pennsylvania
Bachelor of Science (BS), Marketing