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,
Federated Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Federated Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Federated Investors Salaries. You can even request information on how much does Federated Investors pay if you want to. Learn about salaries, pros and cons of working for Federated Investors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,094 Federated Investors employees in database. Find out everything there's to know about Federated Investors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Federated Investors Employees
Federated Investors January 2015 - Present
Dick's Sporting Goods May 2011 - July 2014
IBM January 2002 - April 2011
IBM February 1996 - January 2002
IBM February 1992 - January 1996
IBM May 1989 - February 1992
Skills
Enterprise Software, Solution Selling, Account Management, SaaS, Data Center, IT Strategy, Disaster Recovery, Sales, Virtualization, Vendor Management, Team Leadership, Enterprise Architecture, SDLC, Integration, Program Management, Business Analysis, Management, Cloud Computing, Business Intelligence, CRM, IT Management, Storage, Sales Management
Education
Purdue University
Bachelor's of Science
PwC July 2013 - Present
PricewaterhouseCoopers March 1999 - June 2013
State Street January 1998 - February 1999
Federated Investors August 1994 - December 1997
Skills
Internal Controls, Private Equity, Hedge Funds, Investments, Accounting, Venture Capital, Financial Services, Asset Management, CPA, Mutual Funds, Investment Advisory, SEC filings, Assurance, US GAAP, Big 4, Financial Reporting
Education
Penn State University 1990 — 1994
B.S., Accounting
Freelance Writer November 2010 - Present
Editopian January 2014 - August 2014
EDMC July 2010 - June 2013
EDMC February 2010 - July 2010
Federated Investors April 2008 - February 2010
Mellon Equity Associates April 2007 - April 2008
Dick's Sporting Goods Corporate Headquarters October 2006 - April 2007
Pittsburgh Citiparks Special Events Office May 2005 - September 2006
Skills
Copywriting, SEO copywriting, Social Media, Content Management, Content Development, Web Content, RFP, Sales Presentations, Email Marketing, Copy Editing, Wordpress, Blogging, Facebook, Hootsuite, Twitter, Pinterest, LinkedIn, Google+, Online Marketing, WordPress, Content Strategy, Publications, CMS, Press Releases, Social Networking, Newsletters
Education
Robert Morris University 2009 — 2011
Master, Business Administration
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Communications
AppNexus November 2014 - Present
AppNexus May 2013 - November 2014
Federal Reserve Bank of New York July 2010 - May 2013
Federated Investors June 2008 - August 2009
PPG Industries, Inc. January 2007 - June 2007
Skills
Data Analysis, Stata, Financial Modeling, Economics, Advertising Technology, Digital Media, Java, C++, Bloomberg, Valuation, VBA, MySQL
Education
Princeton University
AB, Economics & Certificate in Applications of Computing
UPMC February 2003 - Present
Federated Investors 1998 - 2003
United States Air Force 1977 - 1981
Skills
SharePoint, SDLC, EHR, HIPAA, Healthcare Information..., Security, Active Directory, Disaster Recovery, Visio, HL7, Project Management, EMR, Identity Management, Integration, Systems Analysis, Cerner, Process Improvement
Education
Point Park University 1993 — 1996
Community College of Beaver County 1982 — 1984
Applied Science, Nuclear Quality Assurance
Federated Investors 2000 - Present
Federated Investors 1996 - 2000
Federated Investors 1993 - 1996
Mellon Bank 1989 - 1993
Skills
Mutual Funds, Marketing Communications, Financial Services, Corporate Communications, Series 7, Strategic Media..., Investment Management, Asset Management, Marketing, Investments, Alternative Investments, Asset Allocation, Direct Marketing, Marketing Strategy
Education
Penn State University 1972 — 1976
Bachelor of Arts (BA), Journalism with speical emphasis on broadcast news
Mulberry Consulting August 2012 - Present
CXPA 2010 - 2013
Wells Fargo October 2008 - August 2012
Wachovia Bank August 2005 - October 2008
PNC Bank November 1996 - 2005
Federated Investors January 1993 - January 1996
Skills
Cross-functional Team..., Analytics, Program Management, Relationship Management, Product Management, Customer Satisfaction, Leadership, CRM, Customer Insight, Team Building, Strategy, Marketing Strategy, Business Analysis, Marketing, Customer Experience, Personas Development, Consulting, Customer Experience..., Market Research, Customer Engagement
Education
Regent University 2010 — 2012
Master's Degree, Organizational Leadership
Grove City College 1982 — 1986
Bachelor of Arts, Communications
Sisterson & Co. LLP August 2006 - Present
The Standard June 2005 - August 2006
Coldwell Banker Real Estate October 2003 - June 2005
Federated Investors May 1996 - October 2003
George Hill Co. October 1987 - September 1995
Skills
Marketing Communications, Marketing, Marketing Strategy, Product Marketing, Project Management, Advertising, Email Marketing, Public Relations, Training, Program Management, Marketing Management, Budgets, Brand Development, Integrated Marketing
Education
Robert Morris University 1983 — 1987
BSBA, Marketing
Federated Investors December 2014 - Present
NexTier Bank March 2011 - October 2014
TriState Capital Bank October 2006 - March 2011
Fiserv 1998 - 2004
NCR Corp 1985 - 1998
Skills
Banking, Vendor Management, Process Improvement, Strategy, IT Strategy, Mergers & Acquisitions, Management, Leadership, Security, Sales Management, ITIL, Analysis, Requirements Analysis, New Business Development, IT Management, Project Management, Integration, Program Management, Software Project..., CRM, Sales, Business Strategy, Team Building, Risk Management, Outsourcing, SDLC, Information Technology, Sales Operations, Business Intelligence, Marketing, Strategic Planning, Disaster Recovery, Business Development, Business Analysis, Call Centers, Team Leadership, Product Management, Pre-sales, Project Planning, Data Center
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
Point Park University 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Serra Catholic
Phillips 66 October 2013 - Present
Ingersoll Rand October 2012 - October 2013
Ingersoll Rand April 2012 - October 2012
Ingersoll Rand July 2011 - April 2012
Johnson & Johnson January 2010 - July 2010
Federated Investors May 2009 - August 2009
Skills
Financial Analysis, Forecasting, Cost Accounting, Finance, Sarbanes-Oxley Act, Financial Operations, Financial Modeling, Corporate Finance, Financial Reporting, Data Analysis, SOX, Lean Initiatives, Corporate FP&A, Financial Accounting, Auditing, Audit Reports, Consolidation
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.) in Finance Minor in Economics, Business, Finance, Economics
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance
DST Systems August 2015 - Present
DST Systems August 2014 - Present
DST Systems 2009 - August 2014
Broadridge Financial Solutions/Access Data Corp 2007 - 2009
Broadridge Financial Solutions/Access Data Corp 2004 - 2007
O'Connor O'Connor Lordi, Ltd. 1998 - 2003
Federated Investors 1997 - 1998
Federated Investors 1995 - 1997
BNY Mellon 1993 - 1995
Skills
Investments, Product Development, Strategic Planning, Business Planning, New Business Development, Business Analysis, Process Improvement, Business Strategy, Product Management, Team Leadership, Account Management, Mutual Funds, Securities, CRM, Salesforce.com, Asset Managment, Data Analytics, Descriptive Analytics, Prescriptive Analytics, Predictive Analytics, CRM Integration, Sales Reporting, Sales Management, SalesPage, Consultative Selling, Compliance, Asset Management, Wealth Management, Budgeting, Strategy, Business Development, Enterprise Software, Management, Budgets, Financial Services, Selling, Leadership, Relationship Management, Sales, Risk Management, Vendor Management, Business Process..., Series 63, Series 7, Portfolio Management, Outsourcing, Mergers & Acquisitions, Executive Management, Trading, Analysis
Education
Northern Michigan University 1986 — 1991
BS, Political Science
Chartiers Valley High School 1982 — 1986
Deloitte June 2015 - Present
SRA International December 2014 - June 2015
Arts Group Photography and Cinema May 2013 - May 2015
Capgemini April 2014 - December 2014
Deloitte February 2012 - April 2014
Horizon Industries Limited June 2011 - February 2012
Nordstrom October 2008 - June 2011
PNC June 2009 - June 2010
Villa St. Joseph June 2008 - June 2009
Federated Investors January 2008 - May 2008
Skills
Requirements Analysis, Analysis, Data Analysis, Leadership, Microsoft Excel, Research, SDLC, Business Analysis, Access, Project Management, Process Improvement, Team Leadership, SQL, Requirements Gathering, Visio, ETL, Requirements Management, Clinical Decision..., Decision Support, Data Analytics, Data Visualization, Tableau, Sales, Business Intelligence, Intelligence Analysis
Education
Robert Morris University 2007 — 2009
Master of Science, Informaton Systems Management
Carlow University 2002 — 2006
B.S, Mathematics
Coursera
Coursera
Coursera
Federated Investors December 2003 - Present
Education
Penn State University 1998 — 2002
Bachelor of Arts (B.A.), Economics and Political Science
Vail Resorts April 2012 - Present
Federated Investors May 2011 - August 2011
Education
Penn State University 2008 — 2012
The National Association for Information Destruction, Inc. (NAID) May 2008 - July 2014
ALLSHRED SERVICES INC May 2003 - May 2014
CONVERGYS CORPORATION May 2000 - July 2003
HOSPICE OF NORTHWEST OHIO May 1999 - July 2000
Federated Investors December 1998 - May 1999
OstermanAPI, Boise Marketing, American identity 1992 - 1999
BOISE MARKETING SERVICES, INC September 1992 - December 1998
GREAT LAKES LAWN/LANDSCAPING SERVICES March 1990 - April 1994
Eaton Corporation August 1989 - September 1992
Skills
Strategic Planning, Facilities Management, Customer Service, Operations Management, Contract Negotiation, Program Management, Budgets, Management, Contract Management, Mergers & Acquisitions, Sales, Account Management, New Business Development, Start-ups, Small Business, Sales Management, Direct Sales, Training, Team Building, Logistics, Vendor Management, Selling, Purchasing, Marketing, Forecasting, Leadership, Human Resources, Sales Process, Business Development, Security, Executive Management, Process Improvement, P&L Management, Strategy, Business Planning, CRM, B2B, Business Strategy, Document Management, Coaching, Salesforce.com, Sales Operations, Records Management, Outsourcing, Document Imaging, Information Management, Solution Selling, P&L, Strategic Partnerships, Customer Retention
Education
Owens Community College 1985 — 1991
Whitmer 1979 — 1983
Owens Community College
Associate, program
DSL Management, LLC July 2003 - Present
Kinol Sharie Leyh & Associates November 1997 - Present
Federated Investors 1997 - 1997
Skills
Tax Compliance, SQL Server, Microsoft Office, Juris, Financial Accounting, Auditing, Payroll, Internal Controls, General Ledger, Financial Statements, Leadership, CPA, GAAP, Financial Analysis, Account Reconciliation, Microsoft SQL Server, Budgets, Tax Accounting, Accounting, Business Intelligence, Business Process..., Management, Tax Preparation, Process Improvement, System Administration, Accounts Receivable, Corporate Tax, Corporate Law, Start-ups, Financial Reporting, Accounts Payable, Management Consulting, Human Resources, Training, Access, Tax, QuickBooks, Microsoft Excel, Tax Returns, Consulting, Revenue Recognition, Bookkeeping, Managerial Finance, Tax Advisory, Finance, Internal Audit, Forecasting
Education
Robert Morris University 1995 — 1997
Post graduate certificate, Accounting
Penn State University 1991 — 1995
BFA, English
C.S. McKee, L.P. September 1999 - Present
Federated Investors March 1998 - September 1999
BT Office Products International May 1995 - March 1998
US Air Force Reserve June 1991 - October 1995
U.S. Air Force September 1985 - November 1990
Education
Pennsylvania State University-Erie Campus 1992 — 1995
B.S. Management Information Systems
Hire Demand, LLC February 2003 - Present
Brackin and Sayers Associates 2001 - 2003
Ericsson (formerly Fore Systems/Marconi) 1999 - 2001
The GMW Group, Inc. 1997 - 1999
Strayer University 1995 - 1997
Federated Investors 1993 - 1995
Skills
Manufacturing, Engineers, Sales, Product Marketing, Product Managers, Technical Recruiting, Sourcing, Benefits Negotiation, Permanent Placement, Recruiting, Temporary Placement, Internet Recruiting, Strategic Sourcing, CRM, New Business Development, Business Development, Start-ups, Contract Negotiation, Process Improvement, Leadership, Strategy, Temporary Staffing, Team Building, Account Management, Information Technology, Management, Training, Vendor Management, Executive Search, Talent Acquisition, Negotiation, Consulting, Cross-functional Team..., Executive Management, Cold Calling, Contract Recruitment, Time Management, Management Consulting, Applicant Tracking..., Human Resources, Staffing Services, Interviews, Lead Generation, Outsourcing, Talent Management, Professional Services, Strategic Partnerships, Screening Resumes, Coaching, College Recruiting
Education
Penn State University 1989 — 1993
B.S., Finance
Power Design, Inc. June 2015 - Present
Power Design, Inc. November 2013 - Present
Transitions Optical October 2012 - November 2013
Transitions Optical August 2010 - October 2012
Federated Investors May 2009 - August 2009
Sea Isle Corporation August 2003 - January 2009
Skills
Microsoft Excel, Access, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Forecasting, Corporate Finance, Budgets, Leadership, Management, Operations Management, Accounting, Analysis, Business Strategy, Microsoft Office, Process Improvement, Finance
Education
University of South Florida 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University 2006 — 2010
BS, Finance, 3.87
Federated Investors April 1997 - Present
Security Traders Association January 2012 - December 2012
Mayer & Schweitzer June 1995 - April 1997
Skills
Equity Trading, Series 7, Convertible Bonds, Derivatives, Equities, Structured Products, Futures Trading, Hedge Funds, Bloomberg, Electronic Trading, Securities, ETFs, Alternative Investments, Fixed Income, Equity Research, Financial Markets, Trading
Education
Ohio University 1991 — 1995
bachelor of science, Finance
AMG Resources Corporation November 2004 - Present
AMG Resources Corporation November 1999 - November 2004
Federated Investors 1998 - 1999
Hinds, Lind & Miller, CPA's 1995 - 1998
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Forecasting, Financial Analysis, CPA, Payroll, GAAP, Accounts Payable
Education
Purdue University - Krannert School of Management 1991 — 1995
BS, Accounting
North Allegheny High School
North Allegheny High School
Citizens Bank September 2011 - Present
Huntington National Bank 2007 - 2010
FirstMerit Bank 2003 - 2007
National Bank of Canada 1997 - 2003
Federated Investors 1993 - 1997
Westinghouse Credit Corporation 1991 - 1993
Education
John Sperling School of Business
MBA, Finance
Point Park University
BA, Accounting & Finance
Cleveland State University, Lorain County Community College August 2012 - Present
Marketing Consultant January 2012 - Present
Allegiant Asset Management July 2005 - September 2009
Victory Capital Managment July 1999 - July 2005
Federated Investors January 1994 - July 1999
Skills
Investments, Marketing Management, Mutual Funds, Portfolio Management, Marketing, Strategy, Strategic Communications, Business Communications, Corporate Communications, Marketing Communications, Public Relations, Institutional..., College Teaching, Online Communications
Education
NEOMFA 2005 — 2010
MFA, Creative Writing
Point Park University 1988 — 1992
BA, Journalism and Communications
Howard Hanna 2005 - Present
Federated Investors 2000 - 2005
FEDERATED INVESTORS 1987 - February 2004
Skills
Negotiation, Referrals, First Time Home Buyers, Sellers, New Home Sales, Relocation, Home, Real Estate, First Time Buyers, New Homes, Direct Sales, Marketing, Asset Managment, Customer Service, Selling, Strategic Planning, Sales Management, Investments, Contract Negotiation, Portfolio Management, Retirement Planning
Education
Penn State University 1981 — 1985
Bachelor of Arts (B.A.), Communication, General
Illuminate Homes May 2014 - Present
Federated Investors May 2013 - Present
Penn State University August 2010 - December 2013
Chick-fil-A Restaurants August 2009 - July 2012
Skills
Software Documentation, Technical Support, Customer Service, Customer Relations, System Deployment, Troubleshooting, Testing, Business Analysis, Systems Analysis, Data Analysis, Quality Assurance, Computer Hardware, Information Technology, Operating Systems, OS X, iOS, Project Management, Conflict Resolution, Microsoft Office, Video Conferencing, A/V System Design, Employee Training, Strategic Planning, Networking, Wholesale, Rehabbing, Residential Design, Residential Homes, Residential Investment..., Real Estate Investment..., Real Estate Transactions, Real Estate Development, Investors, Real Estate
Education
Penn State University 2010 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Federated Investors 2003 - Present
AXA Advisors 2002 - 2003
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Asset Managment, Asset Management, Separately Managed..., Institutional Investors, Alternative Investments, Securities, Institutional..., Fixed Income, Investments, Equities, Investment Management, Investment Advisory, Estate Planning, Retirement Planning, Investment Strategies, Series 66
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Penn State University 1997 — 2001
Bachelor's Degree, Finance
Federated Investors January 2014 - Present
Reed Smith January 2014 - October 2014
South Hills ENT Association August 2012 - June 2013
Bethel Park Recreation May 2008 - August 2011
Skills
Microsoft Word, Microsoft Excel, Stata, Microsoft Publisher, PowerPoint, Dreamweaver, FrontPage, Communication Skills
Education
Duquesne University 2013 — 2013
Paralegal Certificate, Paralegal Studies
Penn State University 2008 — 2012
Economics, Business/Managerial Economics
Federated Investors November 1996 - Present
Daxus 1993 - 1996
DAXUS/Dravo Automation Systems 1993 - 1996
HRB Systems 1977 - 1993
Skills
Project Management, IT Portfolio, SDLC, Mutual Funds, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, SharePoint, Systems Analysis, ITIL, Visio, Business Intelligence, PMO, Program Management, Requirements Gathering, IT Strategy, Business Requirements
Education
Penn State 1976 — 1980
BS, Computer Science
Federated Investors November 2008 - Present
Federated Investors September 2004 - November 2008
Sparta High School September 2002 - June 2004
Barclays Capital December 2000 - June 2002
Deutsche Bank August 1996 - June 2000
Morgan Stanley November 1992 - November 1995
Nomura Securities International August 1990 - October 1992
Skills
Portfolio Management, Trading, Fixed Income, Investments, Currency, Alternative Investments, Asset Management, Investment Strategies, Options, Bonds, Credit, Equities, Bloomberg, Derivatives, Banking, Asset Allocation, Investment Management, Hedge Funds, Capital Markets, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Princeton University 1982 — 1987
AB, English Language and Literature
Muhlenkamp & Company April 2002 - June 2015
Federated Investors February 1999 - April 2002
Equibank NA January 1972 - July 1976
Skills
Series 63, Series 6, Series 65, 401k, Mutual Funds, Retirement, Retirement Planning, Relationship Management, Pensions, Retirement Plan..., Investments
Education
Point Park University 1969 — 1972
BA, Economics
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Federated Investors, Inc. August 2013 - Present
Federated Investors June 2011 - August 2013
Arborel Tree Service, Inc. May 2010 - August 2010
Skills
Series 6, Series 63, Client Service, Customer Service, Mutual Funds, Investments, Problem Solving, Critical Thinking, Money Market, Bonds, Securities, Series 7, Options, Sales, Investment Advisory
Education
Penn State University 2007 — 2011
B.S., Economics
ISO July 2013 - Present
PNC Investors September 2011 - March 2012
Federated Investors September 2007 - September 2011
Westmoreland County Controller's Office June 2004 - September 2007
Skills
Training, Management, Writing, Copy Editing, Customer Service, Accounts Payable, Sales, Bartending, Food Service, Financial Support, Event Planning, Research
Education
Penn State University 1998 — 2003
Bachelor of Arts (BA), English, 3.39
Greensburg Central Catholic
Federated Investors November 1999 - Present
UPMC April 1991 - November 1999
Education
Penn State University 1982 — 1997
Bachelor of Arts (B.A.), Graphic Design
Federated Investors March 2008 - Present
Fort Pitt Capital Group February 2004 - March 2008
Alliance Bernstein 2000 - 2003
State Street January 1999 - June 1999
Skills
Mutual Funds, Investments, Fixed Income, Investment Advisory, Financial Analysis, Competitive Analysis, Bloomberg, Securities, Trading, Series 7, Product Management, Finance, Financial Services, Risk Management
Education
Northeastern University 1995 — 2000
BS
Trinity Pawling School 1991 — 1995
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
Wells Fargo Advisors, LLC March 2007 - Present
PNC Investments, LLC October 1987 - April 2007
Federated Investors October 1984 - March 1987
Skills
Investments, Financial Services, Retirement, Equities, Credit Analysis, Sales, Alternative Investments, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Finance, Financial Advisory, Asset Management, Retirement Planning, Investment Advisory
Education
Penn State University 1980 — 1984
B.S., Finance
US Department of Homeland Security November 2013 - June 2015
Bank of America October 2010 - June 2012
Bank of America December 2007 - October 2010
Bank of America May 2007 - December 2007
Bank of America July 2006 - May 2007
Federated Investors August 1991 - July 1994
Federated Investors October 1990 - August 1991
Skills
Emergency Management, Government, Security, Public Speaking, Team Building, Policy, Customer Service, Training, Project Management, Sales, Program Management, Microsoft Office, Leadership
Education
University of Phoenix 2013 — 2015
Associate’s Degree
Northwest University 2007 — 2008
Certificate
Polen Capital November 2014 - Present
Polen Capital December 2007 - September 2014
Federated Investors November 2007 - September 2014
Education
Utah State University 2011 — 2012
N/A, Speech-Language Pathology/Pathologist
Pratt Institute 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Computer Graphics
Principal Financial Group March 2015 - Present
Relationship Management August 2014 - March 2015
Transamerica Retirement Solutions 2005 - August 2014
Delaware Investments 1995 - 2003
Federated Investors 1994 - 1995
Johnson Companies 1988 - 1994
Mid America Group 1980 - 1988
Skills
Series 63, 401k, Defined Benefit, Series 6, CRM, Pensions, Retirement Planning, Series 7, Profit Sharing, Retirement Plan..., Retirement, Mutual Funds, ERISA, Defined Contribution, Qualified Retirement..., Series 65, Relationship Management, Investments, Financial Services, Employee Benefits, Management, Asset Allocation
Education
Penn State 1974 — 1978
BS
PNC November 2013 - Present
Federated Investors, Inc. May 2012 - November 2013
Federated Investors May 2010 - May 2012
Federated Investors November 2008 - May 2010
AIG Financial Advisors May 2008 - October 2008
Skills
Microsoft Office, Bloomberg Terminal, Morningstar Direct, Lipper, Investments, Finance, Analytics, Competitive Analysis, Equities, Market Research, Product Management, Risk Management, Wealth Management
Education
Penn State University 2004 — 2008
B.S., Finance
Federated Investors January 2015 - Present
BNY Mellon September 2010 - December 2014
BNY Mellon September 2009 - September 2010
BNY Mellon August 2007 - September 2009
St. Clair Hospital June 2003 - February 2008
Skills
Leadership, Accounting, Account Reconciliation, Team Leadership, Financial Statements, Financial Analysis, Cash Management, Access, Finance, Tax, Valuation
Education
Point Park University 2003 — 2007
Bachelor of Science (BS), Accounting
On-Call Restaurant Accounting September 2015 - Present
Federated Investors July 2014 - June 2015
Federated Investors January 2010 - July 2014
Federated MDT Advisers May 2007 - January 2010
Boston Capital September 2005 - May 2007
Skills
Investments, Equities, Marketing, Securities, Financial Advisory, Fixed Income, Investment Strategies, Direct Sales, Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Separately Managed..., FINRA, Investment Management, Series 65, Sales
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts, History
University School 1987 — 1994
High School
Federated Investors 2008 - Present
Federated Investors, Inc. 2001 - 2008
Federated Investors 1989 - 2001
Skills
MS Access, Business Requirements, Business Analysis, Data Analysis, Management, SQL*Plus, Microsoft Excel, Financial Analysis, Financial Services, SharePoint, Software Documentation, Investments, Insurance, Access
Education
Penn State University 1981 — 1985
Bachelor of Science, Economics
Bethal Park Sr High School 1977 — 1980
T. Rowe Price January 2010 - Present
T. Rowe Price October 2007 - January 2010
Federated Investors August 2005 - September 2007
Skills
Mutual Funds, Investments, Marketing, CRM, Series 7, Financial Services, Sales, Relationship Management, Analysis, Equities, Fixed Income, Microsoft Office, Superior Client Service, Trading, 401k, Customer Service, Sales Presentations, Analytics, Securities, Asset Allocation, Options, Private Equity, Security Analysis, Corporate Finance, Portfolio Management, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Finance
Penn State University 2000 — 2004
Bachelor's degree, Finance, General
Penn State University 2000 — 2004
Minor in Economics
Aberdeen Asset Management May 2015 - Present
Federated Investors July 2011 - May 2015
Kestrel Investment Management January 2010 - July 2011
Wasatch Advisors 2007 - 2008
Watson Wyatt Investment Consulting June 2004 - April 2007
U.S. Coast Guard 1995 - 2000
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Institutional Investors, Consultant Relations, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
US Coast Guard Academy 1991 — 1995
BS
PNC June 2014 - Present
Federated Investors February 2010 - June 2014
Federated Investors February 2008 - February 2010
Lanxess March 2007 - February 2008
Skills
Bloomberg, Financial Analysis, Accounting, Analysis, SAP, Excel, Budgeting, Forecasting, Microsoft Office, Problem Solving, Financial Reporting, Risk Management, Teamwork, Visual Basic, Investments, Equities, Fixed Income
Education
University of Pittsburgh 2012 — 2014
Master of Science in Information Science
Robert Morris University 2005 — 2007
Bachelor of Science in Business Administration
Federated Investors August 2014 - Present
Federated Investors, Inc. September 2010 - October 2014
BNY Mellon June 2007 - September 2010
Penn State University May 2007 - August 2007
Skills
Charles River IMS, Bloomberg Terminal, Foreign Exchange, Microsoft SQL Server, Trading Operations, Securities, Microsoft Office, Middle Office, Omgeo Oasys, Settlement, Equities, Trading, Bonds, Bloomberg, Fixed Income, Process Improvement, Requirements Gathering
Education
Penn State University 2012 — 2013
Undergraduate Certificate, Information Technology
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
UBS Wealth Management June 2010 - Present
UBS Wealth Management November 2007 - June 2010
Federated Investors May 2006 - November 2007
Skills
Finance, Series 7, Wealth Management, Securities, Mutual Funds, Financial Analysis, Insurance, Asset Allocation, Investments, Retirement Planning, Series 63, Equities, Investment Strategies, Retirement
Education
Penn State University 2002 — 2006
Bachelor's Degree, Finance
Boston University 2012 — 2013
College of Financial Planning, Financial Planning and Services
EngagePoint December 2012 - Present
Healthland September 2010 - December 2012
LexisNexis August 2007 - August 2010
PNC March 2006 - August 2007
PNC October 2000 - March 2006
PNC October 2000 - August 2003
BRUNNER January 1999 - October 2000
Federated Investors 1994 - 1999
Skills
Agile, Data Warehousing, SaaS, SOA, Master Data Management, Total Quality Management, Portfolio Project..., Project Governance, Corporate Governance, Business Process..., Enterprise Architecture, Healthcare Information..., Wealth Management..., asset management systems, Asset Managment, TQM, Agile Methodologies, Project Portfolio..., Strategy, Start-ups, Product Management, CRM, Business Intelligence, Leadership, Cloud Computing, Management, Enterprise Software, Technology Leadership, Business Process, SDLC, IT Strategy, Integration, Process Improvement, Consulting
Education
Penn State 1989 — 1993
B.S., Science
Federated Investors July 2005 - Present
Federated Investors April 2004 - July 2005
Federated Investors July 2001 - April 2004
Skills
Retirement Planning, Series 7, Investments, Mutual Funds, Sales, Alternative Investments, Customer Service, series 66, Marketing, Securities, 401k, Asset Allocation
Education
Point Park University 2002 — 2004
Master of Business Administration (MBA), International Business
University of Pittsburgh 1997 — 2001
Spanish Language and Literature
Westinghouse Electric Company September 2015 - Present
Westinghouse Electric Company April 2013 - Present
Westinghouse Electric Company March 2009 - April 2013
Westinghouse Electric Company October 2008 - March 2009
Westinghouse Electric Company May 2007 - October 2008
Bechtel April 2006 - May 2007
Bechtel May 2004 - April 2006
Bechtel September 2000 - May 2004
BNY Mellon 1997 - 2000
Federated Investors September 1996 - December 1998
Skills
Supplier Management, Procurement, Purchasing, Supply Chain Management, Process Improvement, Strategic Sourcing, Supplier Diversity, Government Contract..., Government Contract..., Source Selection, Fund Accounting, Project Management, Supply Management, Sourcing, Contract Negotiation, Negotiation, Management, Contract Management, Process Engineering, Cross-functional Team..., Supplier Development, Energy, Materials Management, Outsourcing, Six Sigma, Strategy, Program Management, SAP, Manufacturing, Continuous Improvement, Supply Chain, Global Sourcing, Team Leadership, Analysis, Supplier Evaluation, Project Planning, Spend Analysis, MRP, Performance Management, CRM, Lean Manufacturing, Leadership
Education
Point Park University 2000 — 2002
MBA, Business
Center for Creative Leadership
Brentwood Bank August 2007 - Present
Black Box Network Services October 2006 - August 2007
Crown Castle 2000 - 2002
Mellon Bank 1989 - 1994
Equibank 1984 - 1985
Federated Investors 1981 - 1982
Skills
New Business Development, Team Building, Customer Relations, Fundraising, Strategic Planning, Customer Service
Education
Robert Morris University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.)
University of South Florida, Tampa
Florida Trust School Certification
UPMC September 2015 - Present
SmartSearch Marketing 2008 - September 2015
IMPAQT July 2002 - October 2008
IMPAQT 2006 - 2008
Federated Investors 1999 - 2001
Skills
Search Marketing, Project Mgmt, Training, Web Analytics, SEO, Account Management, Market Analysis, Research, PPC, Google Adwords, Google Analytics, Online Advertising, Omniture, Digital Marketing, Analytics, Email Marketing, Digital Strategy, Online Reputation..., Search Advertising, Social Media Marketing, Lead Generation, Conversion Optimization, Landing Page..., SEM, Project Management, Mobile Marketing, Organic Search, Online Marketing, Marketing
Education
University of Pittsburgh 1992 — 1996
BA, English Writing
Point Park University
MA, Journalism & Mass Communications
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Federated Investors 2014 - Present
fi360 2012 - 2014
Cefex 2012 - 2014
fi360 2009 - 2012
fi360 2005 - 2009
fi360 2001 - 2005
Buck Consultants 1999 - 2000
Skills
401k, Investments, Mutual Funds, Management, ERISA, Retirement, Product Management, Leadership, Business Development, Product Development, Strategic Planning, Investment Management, Process Improvement, Asset Management, Project Management, Investment Advisory, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Asset Allocation, Relationship Management, Training, Entrepreneurship, Operations Management, Pensions, Due Diligence, Negotiation, Investment Strategies, E-Learning, Learning Management, Training Delivery, Fiduciary, Strategy
Education
Pennsylvania State University
B.S., Mathematics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's Certificate, Center for Executive Education, MBA Essentials
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's Certificate, Center for Executive Education, Project Management
Virtual Sails May 2006 - Present
Federated Investors May 2010 - June 2012
EDMC June 2007 - January 2012
Symantec 2010 - 2012
CallerReady June 2010 - January 2011
Armanino McKenna August 2005 - May 2006
Thibault Associates February 2003 - August 2005
Skills
SSRS, Microsoft SQL Server, SharePoint, T-SQL, Crystal Reports, SQL, C#, VB.NET, Web Services, Microsoft CRM, Visual Studio, SSIS, PL/SQL, Data Warehousing, Microsoft Dynamics, Telerik, Great Plains Software, XML, Testing, Visual Basic, JSON, CampusVue, Programming, SDLC, Database Design, Query Analyzer, Visual C#, Silverlight, Software Implementation, Microsoft Technologies, Requirements Gathering, IIS, VBScript, C#.net, VB.net, SQL Reporting Services..., MSMQ, Entity Framework, Dynamics GP, Dynamics CRM, Share Point, TSQL, PLSQL, ADO/ADO.NET, Oracle SQL, SQL Profiler, Infragistics, Campus Vue, MVC, MSSQL, Integration
Education
Dexterity I - Dynamics GP 2003 — 2003
Dexterity I, Dynamics GP
Park University 1999 — 2002
BS Computer Science, Programming, 3.79
MWM Premier Consulting, LLC June 2013 - Present
Bank of America November 2007 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2007 - 2009
Federated Investors September 2002 - November 2007
Thermo Fisher Scientific July 1997 - April 2002
Skills
Business Analysis, Project Portfolio..., Corporate Communications, Visio, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Analysis, Information Technology, SDLC, Fiduciary Management, Program Management, Management
Education
Robert Morris University 2008 — 2011
Doctorate, Information Systems and Communication
Point Park University 2006 — 2007
MBA, MIS, Business Administration, Management and Operations
Point Park University 2004 — 2006
Bachelor of Science (BSc), Information Technology
Federated Investors, Inc. December 2013 - Present
Federated Investors December 2011 - December 2013
UPMC October 2005 - December 2011
Affiliated Computer Services October 2002 - October 2005
Skills
SSRS, SQL, VBA, Markit EDM, MS Access, T-SQL, Oracle PL/SQL..., Control M, Reporting & Analysis, Microsoft Excel, Access, SharePoint, Requirements Gathering, Visio
Education
Pennsylvania State University-Erie Campus 1996 — 2001
BS, Management Information Systems
Global Pricing January 2007 - Present
MA Demore Contracting May 2004 - December 2008
Mellon Financial Corporation March 2005 - January 2007
Axion Data Services January 1997 - January 2005
Federated Investors July 1995 - July 1997
Federated Investors, Transfer Agency February 1995 - July 1995
Waldenbooks 1986 - 1988
Skills
Pricing, Due Diligence, Auditing, Sales, Customer Service, Microsoft Excel, Financial Services, Accounting, Marketing, Business Analysis, Securities, Financial Analysis, Banking, Investments, Bloomberg
Education
Point Park University 2009 — 2012
MBA, International Business
Robert Morris University 1993 — 1996
Bachelor's of Science, Business; Accounting
Zafgen, Incorporated July 2011 - Present
Bink Inc. February 2011 - March 2011
eZuce, Inc. July 2010 - December 2010
Vertex Pharmaceuticals Incorporated 2005 - 2010
Bain Capital, LLC 2003 - 2005
Columbia Management 1999 - 2003
Loomis Sayles 1997 - 1999
Federated Investors 1993 - 1997
Skills
Outlook, Leadership, Management, Strategy, Human Resources, Marketing, Training, Budgets, Biotechnology, Customer Service
Education
Northeastern University 1993 — 1995
Management and Finance Administration
AIMR (CFA Institute)
Various Investment Related Classes
State Street Bank
Series 6, Management & Communication, Organizational
Federated Investors May 2000 - Present
Kennywood Entertainment May 1986 - May 2000
Arthur Andersen & Co. 1984 - 1986
Skills
Financial Analysis, Finance, Business Analysis, Analysis, Risk Management, Financial Modeling, Investments, Process Improvement, Business Strategy, Business Process...
Education
Penn State University 1980 — 1984
Bachelor's Degree, Accounting
Fox Chapel High School 1976 — 1980
UBS November 2010 - Present
UBS April 2009 - November 2010
UBS December 2007 - April 2009
Columbia Management October 1999 - October 2005
Goldman Sachs October 1996 - October 1999
Federated Investors October 1990 - October 1996
Education
University of Pittsburgh 1994 — 1996
MBA, Finance
Penn State 1986 — 1990
Bachelor of Science (B.S.), Economics
PCAOB February 2009 - Present
PCAOB 2009 - 2010
Navigant Consulting November 2006 - February 2009
Munimae 2007 - 2008
JPMorgan Chase September 2005 - November 2006
KPMG, LLP October 1998 - September 2005
Federated Investors 1995 - 1996
Iconnex 1989 - 1991
Skills
Financial Reporting, Accounting, Auditing, GAAP, Internal Controls, Banking, Financial Services, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Audit, Financial Modeling
Education
Point Park University
Federated Investors
Skills
Equities, Asset Management, Financial Services, Analysis, Business Analysis, Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling
Education
Point Park University 2003 — 2005
Master of Business Administration (M.B.A.), International Business
Federated Investors October 1992 - Present
Skills
VMware ESX, Active Directory, SharePoint, Disaster Recovery, Citrix, Visio, IT Strategy, Windows Server, Microsoft Exchange, SQL, SDLC, Virtualization, Business Analysis, VMware, Data Center, Servers
Education
Point Park University 2007 — 2009
B.S., Information Technology and Management
Gateway Technical Institute 1988 — 1990
A.S., Electronics
AXA Advisors, LLC May 2014 - Present
Southern Wine & Spirits October 2009 - June 2015
Kremer & Associates, Inc. May 2006 - April 2009
Willow Restaurant May 2003 - December 2005
Federated Investors November 1994 - April 2002
Skills
Marketing Communications, Account Management, Customer Service, Sales Management, Team Building, Social Media, Marketing Strategy, Advertising, Strategic Planning, Training, Budgets, Direct Sales, Coaching, Sales, New Business Development, Marketing, Leadership, Change Management, Public Speaking, Inventory Management, Sales Process, Management, Project Management, Nonprofits, Event Planning
Education
Ohio University 1986 — 1990
BS in Journalism, Advertising, Marketing
Ernst & Young October 2011 - Present
Ernst and Young August 2008 - October 2011
Federated Investors November 2002 - March 2008
Federated Investors November 2002 - March 2008
Rapidigm November 1999 - November 2002
Skills
Requirements Analysis, Cross-functional Team..., Vendor Management, Risk Management, Business Process, Change Management, Project Portfolio..., Analysis, Strategy, Business Strategy
Education
Northwestern University 1977 — 1981
BS
TSSLink / NetApp August 2010 - Present
Federated Investors December 2007 - August 2010
Equitable Resources Inc. December 2000 - December 2007
Skills
SharePoint, Windows Server, VMware, Disaster Recovery, Active Directory, Data Center, Storage, Storage Area Networks, Virtualization, SAN
Education
Fastlane 2009 — 2009
NetApp
Robert Morris University 2003 — 2008
Bachelor of Science, Information Sciences
Pittsburgh Technical Institute 1992 — 1994
Associates, Specialized Technology, Architectural Design
Commvault
UPMC Health Plan 2001 - Present
Federated Investors 1985 - 2001
Skills
Process Improvement, Strategic Planning, Leadership, Microsoft Excel, Healthcare, Team Building, Microsoft SQL Server, Customer Service, Insurance, Business Analysis, Business Process, Visio, Project Management, Software Documentation, Integration, Access, Data Analysis, Vendor Management, Program Management, Analysis, Cross-functional Team..., Requirements Analysis, Change Management, Management, SharePoint, SQL, Budgets, Requirements Gathering, SDLC
Education
Penn State University 1976 — 1980
Federated Investors January 1993 - Present
Skills
Financial Advisory, Retirement, Series 63, Series 7, Mutual Funds, Investment Advisory, Retirement Planning, Pensions, 401k, Asset Allocation, ERISA, AIF, Series 65
Education
Northeastern University 1974 — 1979
Bachelor of Science, Business Administration and Management, General
Nationwide April 2015 - Present
Diamond Hill Capital Management May 2013 - May 2014
Lancaster Pollard Investment Advisory Group 2011 - 2012
Old Mutual 2009 - 2010
Rydex Investments 2005 - 2009
Federated Investors 2004 - 2005
Skills
Mutual Funds, Alternative Investments, Investments, ETFs, Asset Allocation, Series 7, Hedge Funds, Risk Management, Derivatives, Investment Strategies, Consultative Selling, Options, Series 66, Institutional, Managed Futures, Endorsements and...
Education
Penn State University 2000 — 2004
Finance, General
Federated Investors February 2012 - Present
Beacon Hill April 2011 - March 2012
Institute for Transfusion Medicine December 2008 - April 2011
Portfolio Recovery Associates May 2006 - December 2008
pitt ohio express 2004 - 2006
three rivers health January 2002 - January 2004
PNC Financial Services Group June 2000 - January 2002
Skills
Data Warehousing, Database Administration, SQL, Microsoft SQL Server, Business Intelligence, Database Design, Oracle SQL, Business Analysis, Databases, VB.NET, Web Services, HTML, Access, PL/SQL, Software Development, T-SQL, Data Modeling, SSIS, Oracle, ASP.NET, SharePoint, SSRS, C#, Visio, SDLC, Disaster Recovery
Education
Pennsylvania State University-Erie Campus 1995 — 2000
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo Advisors June 2008 - Present
NYC BAR May 2007 - June 2008
Lord Abbett 2001 - 2007
Federated Investors 1997 - 2001
Skills
Asset Management
Education
Pace University - Lubin School of Business 2002 — 2008
Dual Doctorate, Economics, Marketing
Pace University - Lubin School of Business 2002 — 2004
MS, International Economics
Verizon Wireless 2004 - Present
Federated Investors 2001 - 2003
Universal Access 1998 - 2001
Skills
Telecommunications, Direct Sales, Customer Retention, Sales Process, Call Center, Vendor Management, Solution Selling, Call Centers, Cloud Computing, Customer Experience, Customer Satisfaction, Mobile Devices, Recruiting, Sales, Sales Operations, Training, Wireless
Education
Purdue University 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
The Bank of New York Mellon May 2010 - Present
Federated Investors November 2009 - May 2010
Drexel Burnham Lambert 1983 - 1990
Skills
Equities, Mutual Funds, Hedge Funds, Asset Managment, Derivatives, Trading Systems, Business Analysis, Securities, Risk Management, Capital Markets, Trading, Portfolio Management, Financial Markets, Financial Services, Electronic Trading, Asset Management, Bloomberg, Alternative Investments, Market Data, Requirements Gathering, SDLC, Fixed Income
Education
New York University 1977 — 1978
B.A., English
Federated Investors Sr. Project ManagerACS Inc, A Xerox Company2009 - Present
Education
Point Park University
Highmark June 2014 - April 2015
Coventry Health Care May 2006 - June 2014
Federated Investors August 1993 - February 2006
Skills
Software Development, SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, IT Strategy, Systems Analysis, Business Requirements, IT Management, Software Documentation, Health Insurance, Medicare, Leadership, Business Intelligence, Business Process..., Integration, PMP, SharePoint, Software Project..., Vendor Management, Business Process, SQL, Access, Healthcare Information..., Analysis, Information Technology, Microsoft SQL Server, Software Implementation, Visual Basic
Education
Penn State University 1976 — 1980
UPMC February 2015 - Present
UPMC April 2013 - February 2015
WESCO Distribution May 2011 - April 2013
WESCO Distribution February 2010 - July 2011
Federated Investors August 2005 - February 2010
Alcoa 2004 - 2005
US Steel 1999 - 2004
Three Rivers Professional Outplacement 1997 - 1998
Skills
Sarbanes-Oxley Act, IT Audit, Acquistions, Process Improvement, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, Project Management, Unix, Microsoft SQL Server, Information Security, Information Technology, Oracle, Troubleshooting, Business Process, Integration, Management
Education
Robert Morris University 1998 — 2002
BS Computer Science
Harbour Insurance November 2004 - Present
Federated Investors 1996 - 2004
Education
Penn State University 1990 — 1991
Sewickley Academy High School
Highland Capital Management, L.P. June 2014 - Present
Prudential Financial April 2008 - May 2014
Federated Investors June 2005 - March 2008
Skills
Series 63, Series 7, Series 6, Series 65, Variable Annuities, Mutual Funds, Separately Managed..., Sales, Sales Process, Account Management, Marketing, 401k, Retirement, Retirement Planning, Fixed Annuities
Education
Pacific Lutheran University 1998 — 2000
Woodinville High School
Aberdeen Asset Management December 2013 - Present
Aberdeen Asset Management July 2011 - Present
Aberdeen Asset Management July 2008 - July 2011
Federated Investors June 2007 - July 2008
Federated Investors June 2005 - July 2007
Federated Investors December 2003 - June 2005
Skills
Mutual Funds, Financial Services, Management, Asset Allocation, Project Management, Investments, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Portfolio Management, Equities, Series 63, Bloomberg
Education
Penn State University 1998 — 2002
BS, Operations and Information Systems Management
37 Angels February 2015 - Present
AdviceCoach May 2014 - December 2014
LiveNetwrk May 2012 - August 2013
The Ayllu Initiative November 2009 - May 2011
Foresight Research/ Wall Street Access February 2004 - January 2008
Federated Investors January 2000 - April 2002
Lehman Brothers September 1996 - January 2000
Lehman Brothers September 1994 - August 1996
Morgan Stanley June 1991 - June 1993
Skills
Investment Research, Start-ups, Strategy, Due Diligence, Valuation, Competitive Analysis, Angel Investing, Investor Presentations, Corporate Finance, Finance, Market Research, Analysis, IPO, Marketing, Financial Advisory, Social Enterprise, Financial Modeling, Investments, Equities
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance and Strategy
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelors of Science, Finance
Federated Investors Audit SupervisorEquibank1986 - 1991
Skills
Internal Controls, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Mutual Funds, Business Process..., Asset Management, Governance, Auditing, SAS70, COSO, SOX 404, Financial Services, CPA, Accounting, Financial Risk, Process Improvement, Risk Management
Education
Penn State University 1978 — 1982
5S Components Inc January 2006 - Present
H & R Block January 2009 - April 2009
Lifecor August 2004 - January 2006
VODA ONE 1997 - 2002
FEDERATED INVESTORS October 1993 - February 1995
Ryder System, Inc. August 1988 - June 1991
UNION SWITCH & SIGNAL 1976 - 1986
Skills
Accounting, Finance, Budgets, Accounts Payable
Education
Point Park University 1988 — 1994
BS, Accounting
Jenzabar August 2009 - March 2011
Point Park University May 2003 - July 2009
Kaufmann's (a division of May Company) June 2000 - May 2002
Retirement Plans Plus January 1997 - December 1998
Northwestern Mutual April 1996 - December 1997
Federated Investors September 1989 - August 1995
Education
Point Park University 2006 — 2011
BS
Bethel Park Sr. High School 1985 — 1998
Federated Investors, Inc. March 2014 - Present
Federated Investors, Inc. May 2010 - Present
Federated Investors June 2008 - May 2010
Federated Investors, Inc. November 2006 - June 2008
Mellon Financial August 2005 - November 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Financial Analysis, Investments, Financial Research, Trading, Valuation, Trading Systems, Cash Management, Settlement, Mutual Funds
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance, General
Our Lady of the Lake Seattle
Highmark BCBS January 2001 - Present
Highmark 2001 - Present
Federated Investors 1997 - 2001
First Merit Bank October 1979 - January 1989
Skills
Marketing Research, Creative Report Writing, Market Research, Analysis, Data Analysis, Customer Insight, Focus Groups, Usability Testing, Online Research, Advertising Research, Strategy, Analytics, Marketing Strategy, Competitive Intelligence, Marketing, Survey Design, Qualitative Research, Project Coordination, Client Relations Skills, Ethnography, Consumer & Employer..., Brand Awareness, Online Survey Design
Education
Penn State University
BS, Business Administration - Marketing
Access Data October 1998 - November 2008
State Street Bank October 1997 - October 1998
Federated Investors April 1996 - October 1997
Education
Robert Morris University 1991 — 1995
Federated Investors January 2012 - Present
Federated Investors June 2008 - December 2011
Federated Investors January 2005 - July 2008
PNC Advisors December 2002 - January 2006
Skills
Fixed Income, Sales, 401k, Finance, Insurance, Investment Management, Investment Strategies, Relationship Management, Series 63, Series 7, Separately Managed...
Education
Penn State University 1997 — 2000
Bachelor of Science, Finance
Federated Investors October 2014 - Present
Federated Investors September 2008 - October 2014
Federated Investors December 2004 - April 2008
Skills
Marketing Communications, Corporate Communications, Email Marketing, Social Media, Digital Marketing, Copywriting, Press Releases, Media Relations, Strategic Communications, Direct Marketing, Marketing Strategy, Internal Communications, Social Media Marketing, Public Relations, Online Advertising
Education
Point Park University
MBA, Management
University of Pittsburgh
BA, Media Communications, Social Science
Federated Investors June 2011 - Present
Art Institute December 2006 - May 2011
Berger and Green Attorneys at Law July 2005 - December 2006
Education
Ohio University 2001 — 2005
B.A., Public Policy and Administration
K&L Gates LLP March 2001 - Present
CFA Institute January 1993 - October 2000
Russell Investments October 1983 - January 1993
Federated Investors May 1980 - October 1983
US Securities and Exchange Commission June 1979 - May 1980
Skills
Investment Management, Securities Regulation, Private Equity, Hedge Funds, Investment Advisory, FINRA, Broker-Dealer, Investment Companies, Investment Advisor..., GIPS Compliance, Investment Advisers Act
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Doctor of Law (JD)
Penn State University 1973 — 1977
Bachelor of Arts (BA), American Studies
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
RiversEdge Advanced Retirement Solutions November 2009 - Present
The Standard April 2006 - September 2009
Invesmart 2000 - 2006
Charles Schwab 1997 - 2000
Federated Investors 1992 - 1997
Mellon Bank 1985 - 1992
Skills
401k, Retirement, Pensions, Mutual Funds, Retirement Planning, Series 63, Investments, Series 7, Investment Advisory, Employee Benefits, Asset Allocation, Asset Managment, Retirement Plan..., Wealth Management, Process Improvement, ERISA, Insurance, Strategic Planning, Business Analysis, Financial Advisory
Education
Penn State University 1981 — 1985
B.S., Accounting
Ameriprise Financial Services, Inc. July 2012 - Present
First Niagara Bank October 2011 - June 2012
Federated Investors 2005 - September 2011
United States Marine Corps 1988 - 1993
Education
Northern Illinois University 1997 — 1999
B.A., Communications - Media Production
Dick's Sporting Goods April 2010 - Present
Federated Investors April 2008 - April 2010
Bank of New York Mellon February 2005 - April 2008
University of Pittsburgh January 1979 - October 2003
Skills
Disaster Recovery, Visio, Access, Software Documentation, Troubleshooting, Computer Hardware, Windows, Unix, Active Directory, Tidal Enterprise..., BMC Remedy, IBM Tivoli, SCOM, NetQoS, IBM iSeries, IBM AIX, MVS, AS400 Administration, JES2, NetBackup, z/OS, OS/390, HP Service Center, IOF, JCL, CA7, HP Openview, Outlook, Microsoft Excel, Microsoft Word, Internet Explorer, VMS
Education
University of Pittsburgh 2002 — 2004
18 Credit Certificate, Information System Design
University of Pittsburgh 1981 — 2003
99 Credits, Computer Science
Computer Tech 1978 — 1978
Diploma, Applied Business Programming
Pennsylvania State University-Erie Campus 1975 — 1977
Associate Degree, 2 Year Business Administration
Federated Investors October 2008 - Present
FAF Advisors March 2007 - September 2008
Skills
Trading, Fixed Income, Foreign Exchange, Financial Analysis, Bloomberg, Derivatives, Portfolio Management, Asset Management, Financial Markets, Bonds, Securities
Education
Northwestern College 2003 — 2006
Bachelor of Science, Finance and History
UBS Financial Services Inc. November 2011 - Present
Midwest Insurance Company January 2009 - November 2011
John Hancock Funds, LLC February 2008 - November 2008
Midwest Insurance Company June 2007 - February 2008
Dreyfus Investments March 2004 - November 2006
Federated Investors July 1999 - December 2003
Federated Investors January 1999 - June 1999
Federated Investors April 1998 - December 1998
Skills
Mutual Funds, Portfolio Management, Insurance, Separately Managed..., Consultative Selling, Retirement, Investments, Asset Allocation, Sales Operations, Wealth Management, Investment Advisory, Alternative Investments, ETFs, High Net Worth..., Finance, Investment Strategies, Strategic Financial..., Investment Management, Hedge Funds, Relationship Management, Private Equity, Capital Markets, Managing Accounts, Financial Planning, Financial Advisory, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Purdue University
Bachelor of Arts, Political Science and Communication
Federated Investors, Inc. April 2014 - Present
Federated Investors January 2000 - Present
Federated Investors, Inc. January 1998 - Present
Federated Investors January 1998 - January 2000
Skills
SharePoint, Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, VMware ESX, VMware Infrastructure, BMC Control-M..., Tidal Enterprise..., Disaster Recovery, Active Directory, Operating Systems, System Administration, Process Improvement, Integration, IT Strategy, SQL
Education
Point Park University 2007 — 2009
Bachelor, Information Technology Management
Access Data July 2005 - Present
Venturi Staffing Partners July 2004 - June 2005
Federated Investors January 1991 - October 2002
Education
Robert Morris University 1986 — 1990
Bachelor of Science, Business Administration / Finance
Westinghouse Electric Company September 2010 - Present
Federated Investors August 1993 - September 2010
Alcoa 1992 - 1993
Cimflex Teknowledge 1989 - 1992
FiberCom, Inc (An ETG Company) 1987 - 1989
C-COR 1982 - 1987
Skills
Primavera, Project Planning, MS Project, Primavera P6, Project Control, CPM Scheduling, PMO, WBS, SharePoint, Project Management, Process Scheduler
Education
Penn State University 1975 — 1979
Bachelor's degree, Broadcast Communications
Federated Investors Finance-related positionsMercy Hospital of PittsburghNovember 1986 - July 1995
Arthur Andersen & Co. July 1985 - November 1986
Education
Robert Morris University 1992 — 1996
Masters, Business Administration
Penn State University 1981 — 1985
Bachelor of Science, Accounting
TriState Capital Bank September 2013 - Present
Federated Investors October 2007 - August 2013
Skills
Series 7, Series 66, Mutual Funds, Sales, Relationship Management, Private Banking, Securities Lending, Loan Servicing, Loan Portfolio Analysis, Strategic Planning, Asset Allocation, Investments, Uniform Combined State..., 401k, Series 63, Securities, Financial Analysis, Portfolio Management, Asset Management, Wealth Management
Education
Penn State University 2002 — 2007
BS, Economics
The University of Manchester
International Business
Federated Investors October 2014 - Present
Federated Investors, Inc. September 2012 - October 2014
Federated Investors September 2010 - August 2012
National Association of Home Builders Student Chapter Penn State University January 2008 - May 2010
Engineering Entrepreneurship Minor Penn State University September 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Competitive Analysis, Analysis, Financial Analysis, Management, Business Planning, Project Management, Investments, Sales, Entrepreneurship, Market Analysis, Sales Operations, Budgets, Finance, Product Development, Research
Education
Level 2 Candidate in the CFA Program
Penn State University 2006 — 2010
B.S. Economics, Engineering Entrepreneurship, Residential Construction Program
Henderson Brothers, Inc. February 2015 - Present
HM Insurance Group December 2011 - February 2015
HM Insurance Group October 2010 - November 2011
Federated Investors March 2009 - April 2010
Skills
Insurance, Analysis, Customer Service, Accounting, Health Insurance, Employee Benefits, Business Analysis, Financial Analysis, Process Improvement, Requirements Gathering, Data Analysis, Access, Finance
Education
Point Park University 2013 — 2016
Master of Business Administration (M.B.A.), Management Information Systems
University of Pittsburgh 2005 — 2009
Bachelors of Science, Mathematics
PNC December 2010 - Present
PNC 2010 - Present
Federated Investors October 2006 - October 2010
Federated Investors January 1997 - October 2010
Central Tax Bureau of Pa., Inc. November 1992 - September 1994
Skills
Business Analysis, SDLC, Risk Management, Investments, Business Intelligence, Process Improvement, Requirements Gathering, Visio
Education
Point Park University 1985 — 1990
Bachelor of Science, Accounting
Pella Corporation May 2006 - Present
Atlantic Plywood Corporation 2004 - 2005
Weyerhaeuser 2001 - 2004
DeskNet Inc. January 1999 - June 1999
Federated Investors March 1993 - September 1997
Skills
Sales, Selling, Account Management, Sales Management, Team Building, Retail, Inventory Management, Strategic Planning, Customer Satisfaction, Business Planning, Customer Retention, Purchasing, Negotiation, Customer Service, New Business Development, Customer Relations, Problem Solving, Profit, Marketing, Marketing Communications, Pricing, Sales Presentations, Building Materials, Sales Process, Key Account Management, Training, Outside Sales
Education
University of Massachusetts, Amherst 1988 — 1993
Bachelor of Science (BS), Wood Science Technology and Building Materials Management
Oregon State University
Exchange Program, Wood Science and Wood Products/Pulp and Paper Technology
Confluence May 2008 - Present
SunGard May 2004 - May 2008
Federated Investors February 1999 - May 2004
Education
Penn State University 1990 — 1996
BS, Health and Human Development
Cheswick Christian Academy
Federated Investors November 2008 - Present
AllianceBernstein 2005 - 2008
Skills
CIMA, Series 63, Mutual Funds, 401k, Retirement, Retirement Planning, Equities, Fixed Income, Separately Managed..., Pensions, Alternative Investments, Series 6, ETFs, Asset Allocation, Uniform Combined State...
Education
Penn State University 1994 — 1998
BS, Accounting
Clean Yield Asset Management October 2013 - Present
Federated Investors May 1997 - November 2010
First Chicago 1985 - 1997
U. S. House of Representatives, Washington, D.C. 1982 - 1984
Skills
Portfolio managment, Written and oral..., Sustainability, Investment Strategy
Education
University of Chicago 1980 — 1982
Master of Arts, Public Policy Studies
Ripon College 1977 — 1979
Bachelor of Arts, Economics
Federated Investors April 2013 - Present
Federated Investors, Inc. January 2006 - March 2013
Federated Investors July 1997 - December 2005
Skills
CPA
Education
Penn State University 1981 — 1985
BS, Accounting
Robert Morris University
Master of Business Administration (MBA)
Crown Castle May 2014 - September 2014
Crown Castle November 2000 - May 2014
Federated Investors October 1992 - November 2000
Federated Investors October 1990 - October 1992
Skills
SharePoint 2007, SharePoint Designer 2007, Kaseya 6.3, SNOW License Manager, Help Desk Management, Desktop Support..., IT Project & Program..., IT Training Manager, Asset Manager, IT Services Management
Education
Robert Morris University 1982 — 1986
Bachelor of Science in Business Information Systems, Minor in Quantitative Business Analysis
Federated Investors August 2011 - Present
ITT Technical Institute October 2007 - October 2010
Sanford Brown Institute March 2007 - October 2007
Skills
Student Financial Aid, Financial Analysis, Microsoft Excel, Outlook, Accounting, Access, PowerPoint, Finance, Microsoft Word, Microsoft Office, Auditing, Analysis, Investments, Financial Reporting, Risk Management
Education
Elizabeth Forward High School 1997 — 2001
Point Park University
BS, Accounting
Western School of Health&Business Careers
ASB, Specialized Business
Federated Investors 1994 - Present
Chatham University 1989 - 1994
Cranberry Review Journal 1987 - 1989
Publications & Communications, Inc. 1986 - 1987
Skills
Financial Services, Marketing, Marketing Communications, Management, Marketing Strategy, Strategy, Project Management, Strategic Planning, Investments, Advertising, Business Analysis, Process Improvement, Competitive Analysis
Education
Purdue University 1981 — 1985
Bachelor of Arts, Marketing/Communications
Hopewell High School
Bank of New York Mellon 1999 - Present
Bank of New York Mellon 1996 - 2006
Federated Investors 1992 - 1998
Education
Point Park University
BS, Accounting
Federated Investors May 2009 - Present
Wells Fargo January 2009 - May 2009
Wachovia, A Wells Fargo Company October 2003 - December 2008
Mellon Bank December 1988 - October 2003
Mellon Financial Corp 1988 - 2003
Chubb Insurance 1987 - 1988
Phillips Van Heusen 1986 - 1987
Ingersoll Rand 1985 - 1986
Skills
Information Technology, IT Audit, Auditing, SDLC, Disaster Recovery, Business Continuity, Information Security..., Enterprise Risk..., Information Security, Governance, Vendor Management, Risk Management, IT Strategy, SAS70, Sarbanes-Oxley Act
Education
Penn State University 1981 — 1985
BS, Accounting and Economics
Eaton Electrical May 2006 - Present
Federated Investors March 1997 - May 2006
Skills
Web Applications, Visual Basic
Education
Pennsylvania State University-Erie Campus 1989 — 1993
Bachelor of Science, Management Information Systems
Broadridge May 2009 - Present
Access Data May 2000 - May 2009
Federated Investors February 1995 - May 2000
Skills
Agile Methodologies, Process Improvement, Team Leadership, Product Development, Management, Databases, Account Management, Business Strategy, New Business Development, Data Analysis, Analysis, Oracle, Big Data, Mutual Funds, ETFs
Education
Point Park University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Point Park University 1992 — 1994
Bachelor's degree, Computer Software Engineering
Central Catholic 1986 — 1990
12th
Federated Investors May 1992 - Present
Education
Point Park University 2015 — 2019
Federated Investors January 2012 - Present
Education
Penn State University 1986 — 1990
BS, Accounting
Federated Investors June 2015 - Present
BNY Mellon February 1993 - June 2015
Chicago Holdings Inc. 1987 - 1993
Skills
Business Analysis, Risk Management, Disaster Recovery, Requirements Analysis, Databases, Oracle, Visio, COBOL
Education
Point Park University 1989 — 1997
Bachelor's degree, Computer Science, 3.89
Federated Investors May 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Penn State Erie, The Behrend College 2013 — 2016
Interdisciplinary Business with Engineering Studies, and Finance, Technical Sales
Federated Investors September 2011 - Present
Vanguard January 2007 - September 2011
Vanguard January 2005 - January 2007
Vanguard December 2003 - January 2005
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Bloomberg, Equities, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Penn State University 1999 — 2003
Bachelor’s Degree, Finance