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
Business Computing Inc. May 1995 - Present
Federated Investors October 2014 - May 2015
Alberta Investment Management Corporation (AIMCo) November 2011 - December 2013
TPG-Axon Capital 2006 - September 2011
Deutsche Bank 2003 - 2006
MetLife 2002 - 2003
PricewaterhouseCoopers 1998 - 2002
Merrill Lynch 1992 - 1997
Donaldson, Lufkin & Jenrette April 1990 - February 1992
NCR Corporation 1986 - 1990
Skills
Trading Systems, Microsoft SQL Server, Financial Services, Business Analysis, Fixed Income, Charles River IMS, C#, Hedge Funds, Equities, Derivatives, Java, Business Process, Project Management, Oracle, CRM, Electronic Trading, XML, Bloomberg, Portfolio Management, Blackberry applications, Oracle SQL, Beauchamp, Data Architecture, Data Analysis, Compliance, Options, Reference Data, Stored Procedures, Database Triggers, Objective-C, iOS development, Xcode, Message Queue, SDLC
Education
Stevens Institute of Technology 1987 — 1988
Master of Science (MS), Computer Science
State University of New York at Buffalo 1983 — 1986
Bachelor of Science (BS), Computer Science
Federated Investors August 2009 - Present
Turner Investment Partners 2004 - 2009
Delaware Investments 1997 - 2004
Education
Rowan University 1991 — 1996
Federated Investors September 2014 - Present
Philips Respironics April 2013 - Present
ASCC Inc. June 2011 - April 2013
WQED Multimedia January 2011 - June 2011
Best Buy July 2010 - January 2011
WQED-FM May 2010 - July 2010
Slippery Rock University September 2009 - May 2010
Skills
Teacher Training, Project Management, Microsoft Office, Editing, Final Cut Pro, Event Planning, Broadcast, Radio, Social Media, Project Planning, Public Speaking, Non-profits, Access, Employee Training, Hands-on Training
Education
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor's, Emerging Technology and Multimedia; Music
FTI Consulting September 2014 - Present
FTI Consulting January 2007 - September 2014
Federated Investors 2003 - 2006
Skills
Marketing Communications, Marketing Strategy, Strategic Partnerships, Integrated Marketing, Marketing, Email Marketing, Digital Marketing, Marketing Management, Event Management, Product Marketing, Internal Communications, Thought Leadership, Corporate Events, Public Relations, Professional Services, Management Consulting, Operations Management
Education
Robert Morris University 2002 — 2004
Master of Business Administration, Management/Marketing
University of Pittsburgh 1998 — 2002
Bachelor of Science, Sociology
TransAmerica Capital October 2013 - Present
Protective Life May 2008 - August 2013
Federated Investors 2005 - 2008
Fifth Third Bank 2002 - 2005
Fifth Third Bank 1999 - 2004
KeyBank January 1991 - May 1999
KeyBank January 1997 - January 1999
Key Bank 1990 - 1997
KeyBank January 1992 - January 1993
KeyBank January 1991 - January 1992
Skills
Investments, Mutual Funds, Series 7, Banking, Securities, Sales, Sales Operations, Financial Advisory, Management, Training, CRM, Wealth, Financial Planners, Credit, Coaching, Fixed Annuities, Wealth Management..., Finance, Series 63, Estate Planning, Retirement Planning, Portfolio Management, 401k, Series 6, Retirement, IRAs, Life Insurance, Variable Annuities, Wealth Management, Long-term Care, Insurance
Education
Texas State University-San Marcos 1982 — 1989
Bachelor of Science
Federated Investors July 2014 - Present
Education Management Corporation December 2007 - July 2014
Rockwell Automation 2001 - 2007
Eclipsys October 1999 - February 2001
VAI Computerland 1996 - 1999
Skills
MCSE 2003, Citrix CCA, Integration, SharePoint, Troubleshooting, Process Improvement, Project Management, VMware, Linux, Citrix Metaframe, Citrix, Active Directory, Disaster Recovery, Windows Server, Shavlik, Networking, System Administration, Data Center, Enterprise Architecture
Education
Robert Morris University 1993 — 1996
BSBA, Management Information Systems
UBS November 2014 - Present
Merrill Edge November 2011 - Present
Federated Investors February 2010 - April 2011
Chase February 2007 - October 2009
Wells Fargo May 2005 - August 2005
Education
University of Houston-Victoria 2012 — 2016
Master of Business Administration (MBA), 3.5
Texas A&M University 2002 — 2006
Bachelor of Science (BS)
RETIRED October 2012 - Present
Village Voice Media September 1998 - October 2012
PNC Financial Services Group 1996 - 1999
Bank of New York Mellon 1986 - 1996
Federated Investors 1980 - 1986
Rochester Community Savings Bank 1978 - 1980
Baldwin-Whitehall School District 1976 - 1978
Skills
Employee Relations, Employee Benefits, Recruiting, Payroll, Public Speaking, Labor Relations, Corporate Relocation, 401(k), Employment Law, Budgets, Mergers & Acquisitions, Human Resources, Performance Management, Deferred Compensation, Organizational..., Benefits Administration, Talent Management, Leadership Development, Training, Negotiation, Temporary Placement
Education
Slippery Rock University of Pennsylvania 1972 — 1976
BS, Elementary Education and Communication
Baldwin High School 1970 — 1972
Bachelor of Science, Elementary Education and Communication
Federated Investors 2012 - Present
Federated Investors May 2011 - August 2011
Northern Leasing Associates May 2010 - August 2010
Heurich Services, Inc. 2004 - 2009
Skills
Series 7, Series 66, Mutual Funds, Asset Allocation, Securities, Investment Advisory, Fixed Income, Separately Managed..., Investments, Alternative Investments, Wealth Management, Investment Management, Asset Management, Financial Services, Bonds
Education
The College of Wooster 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Sewickley Academy 2005 — 2008
High School Diploma
Avow Hospice, Inc. March 2013 - Present
Home Instead Senior Care August 2010 - February 2013
Catawba Interiors January 2004 - May 2006
The Great Frame Up, Pittsburgh, Pa April 1998 - March 2002
Federated Investors January 1986 - September 1998
Ligonier Valley School District January 1980 - June 1985
Skills
Management, Marketing, Fundraising, Public Speaking, Event Planning, Non-profits, Healthcare, Teaching, Coaching, Consulting, Healthcare Consulting, Training, Business Development, Relationship Marketing, New Business Development, Business Planning, Business Strategy, Small Business, Customer Service, Direct Sales, Sales Process, Sales Management, Building Relationships, Investment Advisory, Interior Design, Creative Direction, Bookkeeping, Entrepreneurship, Fine Art, Fitness, Key Account Development, Leadership, Pricing, Problem Solving, Sales, Nonprofits, Team Building, Hospitals, Caregiving, Alzheimer's disease, Long-term Care, Independent Living, Case Management, Gerontology, Alzheimer's Care, Time Management, Retirement Homes
Education
Slippery Rock University of Pennsylvania 1976 — 1980
BS in Health and Physical Education, Health, Recreation & Physical Education
Synergy Financial Group/LPL Financial June 2012 - Present
ProFunds Group November 2007 - October 2011
BNY Mellon January 1998 - October 2007
Federated Investors January 1994 - January 1998
American Express 1991 - 1992
American Express 1991 - 1992
Skills
Compliance, Securities, Business Management, FINRA, Series 24, AML, Series 7, Series 63, Investment Advisory, Mutual Funds, Securities Regulation, Series 66, Licensed Life & Health...
Education
Robert Morris University 1976 — 1981
BSBA, Accounting
St. Basil High School 1972 — 1976
High School Diploma, Academic
Voya Investment Management March 2007 - Present
Federated Investors June 2001 - March 2007
American Capital November 1999 - June 2001
Skills
Chartered Financial...
Education
The George Washington University - School of Business 1994 — 1996
MSc., Finance
Westminster College (PA) 1987 — 1991
BA, Business Admin. (Finance)
BNY Mellon July 2007 - June 2014
Strategic Energy July 2004 - July 2007
Fiserv January 2003 - January 2004
Cellomics November 2000 - October 2002
Federated Investors June 1998 - November 2000
Skills
PMO, Risk Management, Project Delivery, SDLC, Stakeholder Management, Project Management, PMP, Banking, Change Management, Governance, Relationship Management, Portfolio Management, Financial Risk, MS Project, Microsoft Word, Microsoft Excel, Microsoft SQL Server, PowerPoint, SharePoint, Agile Methodologies, Databases, Software Project..., Microsoft Project, Requirements Gathering, SQL
Education
Robert Morris University
Master's Degree, IT Project Managment, Carrying 4.0 GPA
Robert Morris University
Bachelor of Science (BS), MIS/CIS
Pittsburgh Public Schools 2015 - Present
Wake County Public School System August 2013 - June 2015
Durham Public Schools August 2012 - June 2013
Durham Public Schools March 2012 - June 2012
Durham Public Schools January 2012 - March 2012
Pittsburgh Public Schools August 2011 - December 2011
Slippery Rock University May 2010 - May 2011
Federated Investors August 2007 - December 2009
Skills
Event Planning, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Social Media, Research, Event Management, Editing, Training, CPR, First Aid, AED..., Microsoft Publisher, Microsoft Office, Microsoft Word, Outlook, Public Relations, Teamwork, Access, Instructional Design
Education
Slippery Rock University of Pennsylvania 2010 — 2011
M.Ed, Secondary English Education
Robert Morris University 2003 — 2006
BA, Communication
Genworth Financial October 2012 - Present
Highland Capital Management, L.P. August 2006 - July 2012
Federated Investors May 1993 - August 2006
Skills
Specialist in Act 40..., Large terrritory..., Series 7, Series 63, Construction, Hedge Funds, Mutual Funds, Investment Strategies, Financial Services, Series 65, Investment Advisory, Fixed Income, Separately Managed..., Asset Allocation, Portfolio Management, ETFs, Alternative Investments, Sales, Sales Operations, Financial Advisory, Securities, Asset Management, Equities, Fixed Annuities, FINRA, Investments, Retirement, Uniform Combined State..., Investment Management, 401k, Retirement Planning, Variable Annuities, Wealth Management, Insurance
Education
SUNY Cortland 1982 — 1986
Bachelor of Arts (B.A.), Economics
Circle Health IS December 2012 - Present
Cerner Corporation February 2001 - Present
UNIVERSITY OF KANSAS 2000 - 2000
FEDERATED INVESTORS 1999 - 1999
Skills
Conversational German, Healthcare IT, Business Analysis, Strategic Planning, Business Strategy, Financial Analysis, Healthcare, Analysis, Change Management, Financial Modeling, Excel, Business Planning, Accounting, Corporate Finance, Budgeting, New Business Development, Executive Management, Account Management, Business Management, Financial Management, Negotiation, Project Planning, Problem Solving, Team Management, Team Leadership, Operations Management, Management, Healthcare Information..., Budgets, Strategy, Business Process..., Management Consulting
Education
University of Missouri-Kansas City 2002 — 2003
Accounting
London School of Economics and Political Science 2000 — 2000
Econometrics/European Integration, Econometrics/European Integration
University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
Dean A. Ponterio, CPA CIA January 1990 - Present
Federated Investors January 1984 - December 1989
Laventhol & Horwath May 1981 - December 1983
Skills
Financial Reporting, Tax Preparation, Accounting, Internal Controls, Fixed Annuities, Corporate Tax, Personal Income Tax..., Business Valuation, Personal Tax Planning, Business Tax Planning, Life Insurance, Retirement Planning, Finance, Insurance, Financial Services, Tax, Financial Accounting, Estate Planning, Banking, Auditing, Retirement, Wealth Management, Mergers & Acquisitions, Due Diligence, Series 7, Strategic Financial..., E-commerce, Financial Planning, Investments, Portfolio Management, Mutual Funds, Small Business, Strategic Planning
Education
Robert Morris University 1978 — 1981
BSBA, Accounting/Finance/Marketing
Kennametal Inc. October 2010 - Present
Chestnut Ridge Beverage Company 2009 - October 2010
Kennametal 2004 - 2009
Federated Investors 1999 - 2004
Federated Investors 1995 - 1999
Federated Investors 1991 - 1995
Skills
Marketing Strategy, Administrative..., Lean Manufacturing, Six Sigma, Manufacturing, Continuous Improvement, Process Improvement, SAP, Product Development, Project Management, Strategic Planning, Management, Cross-functional Team..., Lotus Notes, Leadership, Team Building, Microsoft Office, New Business Development, Automotive, Product Management, Operational Excellence, PowerPoint, Customer Service, Microsoft Excel
Education
Seton Hill University 2008 — 2012
BS, Business, Minor in Marketing
Bradford School of Business 1991 — 1993
Associates, Office Administration
Van Eck Global July 2011 - Present
Federated Investors November 2007 - June 2011
Skills
Competitive Analysis, ETFs, Product Development, Marketing, Sales Operations, Alternative Investments, Product Management, Hedge Funds, Pricing, Asset Allocation, Series 7
Education
Slippery Rock University of Pennsylvania
Bachelor of Science, Finance/Marketing
Federated Investors May 2005 - Present
Bill Few Associates, Inc. August 2000 - April 2005
Bill Few Associates, Inc. January 1998 - August 2003
Washington & Jefferson College January 2003 - May 2003
Bill Few Associates, Inc. September 1997 - July 2000
Bill Few Associates, Inc. November 1994 - August 1997
Skills
Business Analysis, Requirements Gathering, Visio, Business Requirements, Process Improvement, Requirements Analysis, Financial Services, SDLC, Analysis, SharePoint, Systems Analysis, Vendor Management, Disaster Recovery, Investments, Risk Management, IT Strategy, Project Portfolio..., Access, Project Management, Business Intelligence, CRM, Mutual Funds, Business Process, Software Project..., Business Process..., SQL, Integration, Strategic Planning, Data Analysis, Software Documentation, Databases, Change Management, Team Leadership, PowerPoint, Trading Systems, Team Building, Microsoft Office, Extract, Transform and..., Charles River IMS, Separately Managed..., Microsoft Excel, Business Strategy, Microsoft Word, Forecasting, Wilshire Atlas, Excel VBA, Equity Trading, Bloomberg, FactSet, Agile & Waterfall...
Education
Robert Morris University 2003 — 2005
MS
Washington and Jefferson College 1989 — 1993
BA
Hebron Academy 1986 — 1989
Coghill Investment Strategies, LLC January 2011 - Present
D.B. Root & Company - Family Wealth Management June 2004 - December 2010
Federated Investors December 1999 - June 2004
Education
Robert Morris University
BSBA, Finance
Federated Investors October 2011 - Present
Bank of New York Mellon Corporation January 2006 - September 2011
General Motors Acceptance Corporation December 2004 - September 2005
Skills
Finance, Risk Management, Portfolio Management, Analysis, Investments, Valuation, Banking, Cash Flow, Account Reconciliation, Accounting, Credit, Mergers & Acquisitions, Internal Controls, Financial Risk, Strategy
Education
Robert Morris University 2008 — 2010
Master of Business Administration, General Management
University of Pittsburgh 2000 — 2004
Bachelor of Science of Business Administration, Finance
E*TRADE Financial Corporation March 2014 - Present
BNY Mellon August 2013 - March 2014
BNY Mellon January 2012 - August 2013
BNY Mellon October 2010 - January 2012
Federated Investors June 2009 - October 2010
Pittsburgh Penguins January 2007 - May 2007
Washington County Community Foundation January 2005 - December 2006
PONY Baseball/Softball May 2006 - August 2006
Washington County Community Foundation May 2004 - December 2004
Skills
Marketing Communications, Corporate Sales..., Trade Compliance, Code of Ethics, Training, Customer Service, Non-profits, Social Media, Sales Research, Event Planning, Bloomberg Terminal, Sports Marketing, Risk Management, Project Management, Marketing, PowerPoint
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Marketing
Robert Morris University 2012 — 2013
Transient student, Sports Management MBA
University of Pittsburgh 2004 — 2008
BS, Business Management
Federated Investors July 2015 - Present
BNY Mellon March 2014 - July 2015
BNY Mellon September 2012 - March 2014
PNC July 2011 - August 2012
Sprint June 2005 - November 2010
Skills
Wealth Management, Banking, Financial Analysis, Financial Services, Risk Management, Retirement Planning, Securities, Credit, Loans, Asset Management, Mortgage Lending, Finance, Fixed Income, Equities, Commercial Banking, Retail Banking, Relationship Management, Loan Origination, Consumer Lending, Financial Markets, Credit Analysis
Education
Saint Vincent College 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Federated Investors October 2014 - Present
Bethel Park Public Library May 2006 - Present
Saint Vincent College August 2010 - May 2014
Saint Vincent Latimer Family Library October 2010 - January 2014
Federated Investors, Inc. July 2012 - August 2012
Federated Investors, Inc. July 2011 - August 2011
Seton-La Salle High School September 2009 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Publisher, Microsoft Excel, Spanish-speaking, Spanish Literature, Teamwork, PowerPoint, Social Media, Communication, Team Leadership, Organization, Facebook, Critical Thinking, Public Speaking, Time Management, Management, Customer Service, Event Planning, Research
Education
Saint Vincent College 2010 — 2014
Bachelor's degree, International Business & Spanish, 3.947
Universal Center for Language and Social Communications: Innovative Spanish 2012 — 2012
Study Abroad in Cuernavaca, Mexico, Spanish Language and Literature
Seton-La Salle Catholic High School 2006 — 2010
Federated Investors, Inc. April 2012 - Present
Federated Investors April 2007 - March 2012
Skills
Financial Analysis
Education
Slippery Rock University of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Accounting, 3.6
The History Press USA 2013 - Present
Trib Total Media July 2009 - Present
Federated Investors December 2006 - Present
Westmoreland County Historical Society May 2004 - Present
Latrobe Bulletin October 2003 - Present
Jennifer Sopko, Writer & Historian October 2003 - Present
Senator John Heinz History Center 2015 - 2015
Tube City Almanac April 2011 - 2013
Berger and Green September 2004 - December 2006
Skills
Feature Articles, Editing, Journalism, Ap Style, Storytelling, Newspaper, Writing, Research, Local History, Web Content, Magazines, Newspapers, AP Style, Publishing, News Writing, Publications, History, Creative Writing, Proofreading, Newsletters, Freelance Writing, Books, Non-fiction, Press Releases, Editorial, Breaking News, Content Management, Photography, WordPress, Content Development, Online Journalism, Marketing, Fact-checking, Corporate Communications, Interviews, Internal Communications, Technical Writing, Social Media, Magazine Articles, Facebook, Social Networking, Investigative Reporting, Content Strategy, Multimedia, Digital Media, Content Writing
Education
Saint Vincent College 2000 — 2004
Bachelor of Arts, English, GPA: 3.96, Rank: 7/268
Highmark Inc. August 2014 - Present
Critter Control June 2013 - August 2014
Fiserv 2011 - 2013
Turning Technologies 2010 - 2011
Confluence January 2006 - November 2008
Federated Investors 2004 - 2006
Federated Investors 2001 - 2004
Federated Investors 1999 - 2001
Federated Investors 1995 - 1999
Federated Investors 1993 - 1995
Skills
Product Management, Business Planning, Project Management, Compliance, Contextual Research, Agile, Business Analysis, Customer Relations, Vendor Management, Agile Methodologies, Customer Service, Financial Services, Marketing, Product Launch, CRM, Leadership, Competitive Analysis, Management, Process Improvement, Business Development, Program Management, Solution Selling, Analysis, Strategy, Market Research, Business Strategy
Education
Slippery Rock University of Pennsylvania 1986 — 1990
BS, Education
TD Ameritrade January 2004 - February 2015
Federated Investors September 1990 - April 2002
The Coca-Cola Company August 1989 - September 1990
The Coca-Cola Company January 1988 - August 1989
Skills
Sales, Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Sales Operations, Alternative Investments, Retirement, ETFs, Investments, FINRA, Equities, Asset Management, Asset Allocation, Series 24, Uniform Combined State..., Risk Management, Series 65
Education
Robert Morris University 1983 — 1985
Garrison Hughes 2004 - Present
Blattner Brunner 2001 - 2003
Federated Investors 1993 - 2000
Skills
Creative Strategy, Marketing Communications, Advertising, InDesign, Art Direction, Graphic Design, Adobe Creative Suite, Creative Direction, Social Media Marketing, Public Relations, Marketing, QuarkXPress, Marketing Strategy, Copywriting, Photoshop, Internal Communications, Television
Education
Saint Vincent College 1986 — 1990
Brown Brothers Harriman November 2012 - Present
Wells Fargo Bank 2010 - November 2012
Fifth Third Bank 2008 - 2010
First Charter Bank 2003 - 2008
First Charter Bank 1999 - 2003
First Charter Bank 1997 - 1999
University of Pittsburgh 1995 - 1997
Federated Investors 1992 - 1995
FDIC 1989 - 1992
Skills
Wealth Management, Trust Services, Customer Service, Investments, Mutual Funds, Retirement Planning, Risk Management, Investment Advisory
Education
Saint Vincent College 1984 — 1988
BS, Economics
Cannon Financial Institute
CTFA and CTA, Cannon Trust Schools I, II, and III
Giant Eagle September 2008 - May 2012
Federated Investors 2007 - 2007
Federal Home Loan Bank of Pittsburgh 2005 - 2006
Bayer Technology Services 2004 - 2006
Jefferson Wells 2005 - 2005
Fisher Scientific 2004 - 2004
Highmark Life and Casualty Company 2003 - 2004
Alcoa 1999 - 2003
Skills
SDLC, Business Analysis, Quality Assurance, Process Improvement, Project Management, Leadership, Microsoft SQL Server, Database Design, Vendor Management, Requirements Analysis, Change Management, Business Development, Business Process..., New Business Development, Data Analysis, Visio, ERP, Customer Service, Requirements Gathering, Database Administration, Recruiting, Problem Solving, Data Warehousing, JavaScript, Process Engineering, MS Project, Relational Databases, Oracle SQL, Oracle Enterprise..., Mobile Devices, Modeling, DNS, DHTML, DHCP, Front-end, User Acceptance Testing, User Interface Design, ASP, Java, Social Networking, Corporate Relocation, Pricing, Energy, Google Adwords, Twitter, Internet, IT Operations, IIS, Knowledge Management, VMware
Education
DeVry University 1994 — 2012
Bachelors, Computer Information Systems - Accounting, 4.0
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelors, Education
Slippery Rock University of Pennsylvania
Bachelor's degree, Education
BB&T December 2013 - Present
BB&T April 2009 - December 2013
BB&T May 2007 - April 2009
BB&T September 2003 - May 2007
Federated Investors February 2003 - September 2003
Federated Investors March 1998 - September 2003
Federated Investors March 1998 - January 2003
Skills
Microsoft Office, Omni RK System, Relius 5500 Software, 401k, 401k compliance testing, 401k 5500 Preparation, ERISA, Employee Benefits, Retirement, Deferred Compensation, Defined Contribution, Mutual Funds, Pensions, Profit Sharing, Financial Services, Investments, Relationship Management
Education
2008 Graduate of the BB&T Banking School at Wake Forest University 2007 — 2008
N/A, Business, Finance, Economics, Accounting, N/A
ASPPA 2003 — 2004
Qualified 401(k) Administrator, Employee Benefits, QKA Designation
Robert Morris University 1997 — 2001
Bachelor's Degree, Businesss Administration
K&L Gates September 2014 - Present
Federated Investors, Inc. June 2011 - August 2014
Federated Investors August 2007 - May 2011
Federated Investors March 2006 - August 2007
Federated Investors March 2004 - March 2006
MacLachlan Cornelius & Filoni March 2000 - September 2002
L. D. Astorino Architects August 1996 - March 2000
L. Robert Kimball & Associates June 1994 - August 1996
L. Robert Kimball & Associates July 1992 - June 1994
Ernst & Young 1989 - 1992
Skills
Marketing Communications, Product Management, Market Research, Marketing Strategy, Market Analysis, Competitive Analysis, Series 6, Investments, Marketing Management, Project Management, Mentoring Of Staff, Business Development, Building Relationships, RFP Writing, Creative Direction, Written & Oral..., Presentation Development, Presentation Design, Presentation Coaching, Advertising, Leadership, Marketing, Strategic Planning, Strategy, Sales, Management, Social Media Marketing
Education
Slippery Rock University of Pennsylvania 1985 — 1989
B.A., Communications/Marketing
four dogs creative June 2009 - Present
Art Institute Online November 2006 - Present
Southern New Hampshire University 2011 - Present
Alternative Press Magazine January 2003 - May 2010
Robert Morris University January 2006 - May 2006
Giant Ideas April 2004 - November 2005
Art Institute of Pittsburgh January 1992 - July 2003
Federated Investors 1991 - 1996
Skills
Design, Writing, Concept Development, Teaching, Content Marketing, Public Relations, Graphic Design, Adobe Creative Suite, Social Media, InDesign, Mac, Illustrator, Photoshop, Editing, Advertising, Copywriting, Layout, Marketing Communications, QuarkXPress, Copy Editing, Higher Education, Logo Design, Creative Writing, Creative Direction, Press Releases, Journalism, Newsletters, Corporate Identity, Direct Mail, Non-profits, Web Design, Dreamweaver
Education
Point Park University 2003 — 2005
Graduate Degree, Journalism/Mass Communication
Robert Morris University 1997 — 2001
Undergraduate Degree, Communication
Mediacom Communications March 2015 - Present
Violin Memory December 2013 - February 2015
Logicworks April 2012 - December 2013
University of South Carolina November 2011 - March 2012
Oracle Platinum Partner September 2011 - November 2011
New York City Transit February 2011 - June 2011
Federated Investors August 2010 - February 2011
LaBarge, Inc. December 2005 - February 2011
Charlotte Area Transportation System (CATS) on behalf of Ansaldo (formerly Union Switch and Signal) September 2009 - September 2009
Currenex January 2009 - July 2009
Skills
Oracle Applications, Red Hat Linux, Ubuntu, Oracle, Linux, Oracle RAC, Virtualization, VMware, Databases, Oracle E-Business Suite, Microsoft SQL Server, Disaster Recovery, Performance Tuning, SQL Tuning, Operating Systems, Windows Server, Servers, Security, Integration, Database Administration, MySQL, Enterprise Software, Troubleshooting, Software Development, Software Documentation, Cluster, Unix, Storage, SAN
Education
University of California, San Diego 1987 — 1991
B.S., Chemistry
San Diego Mesa College 1978 — 1981
Associate of Arts (A.A.), English Language and Literature/Letters
Federated Investors June 1999 - Present
EVEREN Securities Inc. January 1995 - June 1999
Kemper Financial October 1991 - January 1995
Skills
Series 7, Series 65, Series 24, Series 63
Education
Wharton School of Business 2007 — 2007
Certified Investment Management Analyst, Finance
St. Ambrose University 1987 — 1991
Bachelor, Business, Minor Ecomonics, Concentration in Finance
Turner & Townsend December 2014 - Present
Turner & Townsend June 2014 - Present
Tallwave October 2013 - December 2013
Argo Fine Imports June 2013 - August 2013
American Society for Engineering Education January 2012 - August 2012
American Society for Engineering Education April 2010 - January 2012
HESS Educational Organization July 2008 - August 2009
Federated Investors May 2007 - August 2007
Skills
Russian, French, Excel, Word, PowerPoint, Foreign Languages, English, Research, Budgeting, Start-up Consulting, Entrepreneurial Skills, Invoicing, Microsoft Word, Microsoft Excel, Budgets, Mandarin, International Business, Marketing Strategy, Financial Accounting, Business Analysis, Business Planning, Strategic Planning, Project Management, Microsoft Office, Data Analysis, Analysis, Program Management, Editing, Event Planning, Public Speaking, Marketing, Signage Systems
Education
Thunderbird School of Global Management 2012 — 2014
Master of Business Administration (MBA)
St. Olaf College 2004 — 2008
Liberal Arts, Russian, Management Studies
Novgorod State University 2007 — 2007
Thermo Fisher Scientific March 2014 - Present
Federated Investors April 2010 - March 2014
Federated Investors, Inc. May 2008 - April 2010
Federated Investors, Inc. June 2006 - April 2008
Federated Investors, Inc. May 2005 - June 2006
The Todd Organization August 2003 - May 2005
The Todd Organization October 2002 - August 2003
Federated Investors, Inc. November 2000 - October 2002
Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds, Asset Managment, Finance, Process Improvement, Variance Analysis, Asset Management, Equities, Valuation, Budgets, Financial Services, Analysis, Due Diligence, Securities
Education
Robert Morris University 2001 — 2003
Master's degree, Finance, 3.63
Slippery Rock University of Pennsylvania 1998 — 2000
BSBA, International Business, 3.24
Slippery Rock University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), French and Spanish, 3.354
North Hills
American General Life Companies September 2013 - Present
Lincoln Financial Distributors November 2010 - September 2013
Financial Service Area December 2009 - October 2010
New York Life Insurance Company June 2007 - November 2009
Transamerica Life Insurance Company 2004 - 2006
Federated Investors April 1996 - June 2004
Skills
Retirement Planning, Long Term Care Insurance, Investments, Series 7, Mutual Funds, Series 63, Series 6, Fixed Annuities, Retirement, Wealth Management, Asset Allocation, Variable Annuities, Separately Managed..., FINRA, Series 65, IRAs, Guaranteed Lifetime...
Education
Robert Morris University 1993 — 1995
Bachelor Of Science in Business Administration, Accounting
Cetera Advisor Networks LLC November 2014 - Present
Mars National Advisors July 2002 - November 2014
PNC Investments November 2000 - July 2002
Federated Investors February 1986 - November 2001
Skills
Financial Planning, Series 7, Retirement Planning, 401k, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS BA, Marketing/Business Administration
North Hills High School 1976 — 1980
solutions4networks January 2015 - Present
Federated Investors February 2014 - December 2014
SDLC Partners, L.P. March 2012 - February 2014
Federal Reserve Bank of Cleveland April 2004 - December 2011
Federal Reserve Bank of Philadelphia March 1986 - April 2004
JCI Data Processing June 1981 - March 1986
Education
Saint Joseph's University
Bachelor of Science, Finance
Federated Investors March 2000 - Present
Skills
Series 7, Series 63, Mutual Funds, 401k, Separately Managed..., Uniform Combined State..., Series 6, Asset Allocation
Education
Slippery Rock University of Pennsylvania 1994 — 1998
R.T. Hausler Strategic Marketing LLC March 2011 - Present
Beck, Mack & Oliver LLC2009 - 2011 2009 - 2011
Oppenheimer Capital 2006 - 2009
AllianceBernstein, LP January 2001 - January 2005
CIBC Oppenheimer Investment Advisers January 1999 - January 2001
Seligman Advisors 1997 - 1999
Federated Investors January 1995 - January 1997
The Fuji Bank and Trust Company January 1991 - January 1995
J.P. Morgan August 1978 - February 1991
Skills
Marketing Strategy, Product Management, Marketing Research, Portfolio Management, Strategic Planning, FINRA, Brand Management, Budgets, Series 6, Asset Managment, Mutual Funds, Investments, Alternative Investments, Wealth Management, Equities, Business Development, Asset Management, CRM, Marketing Documents, Leadership, Marketing, Strategy, Hedge Funds
Education
Syracuse University
B.S
Chaminade High School 1970 — 1974
BNY Mellon March 2012 - Present
BNY Mellon March 2010 - March 2012
Bank of New York Mellon March 2006 - March 2010
BNY Mellon November 2000 - March 2006
Federated Investors 1994 - 2000
Education
State University of New York at Buffalo - School of Management 1993 — 1994
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 1989 — 1993
Bachelor’s Degree
Nordstrom 2011 - 2015
HDS Marketing, Inc February 1996 - April 2002
Federated Investors 1993 - 1995
Skills
Customer Service, Sales, Marketing Communications, Marketing Strategy, Project Management, New Business Development, Negotiation, Purchasing, Event Planning, Hospitality Industry, Incentive Programs, Writing, Research, Fashion, Budgets, Apparel
Education
Saint Mary's College 1983 — 1987
Bachelor of Arts (B.A.), Double Major: Mass Communicaton and English Writing
Mt. Lebanon High School 1979 — 1983
College Prepatory
Brentwood Bank March 2007 - Present
Federated Investors December 1998 - April 2006
Skills
Banking, Financial Modeling, Risk Management, Credit Analysis, Financial Services, Investments, Finance, Loan Origination, Commercial Lending, Commercial Banking, Customer Service
Education
Robert Morris University 1993 — 1998
Bachelor of Science in Business Administration, Finance, General
Appleton Partners, Inc. September 2014 - Present
Graystone Consulting, Morgan Stanley Wealth Management March 2012 - August 2014
Federated Investors August 2010 - October 2011
Skills
Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Financial Advisory, Investment Strategies, Series 7, Sales
Education
St. Lawrence University 2005 — 2009
BA, government
Nielsen Company October 2011 - Present
Fitness Together August 2007 - October 2011
Howard Hanna/Smythe Cramer August 2004 - January 2009
Federal Bureau of Prisons April 1997 - January 1998
Federated Investors June 1995 - April 1997
Concord Environmental May 1993 - June 1995
Skills
Coaching, Customer Service
Education
University of New Haven 1991 — 1992
Masters of Science, Occupational Health & Safety Management - Allied Health
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science Occupational Health & Safety Management - Allied Health, Allied Health
ServiceLink, A Black Knight Company March 2015 - Present
Federated Investors September 2013 - March 2015
Federated Investors August 2011 - September 2013
BNY Mellon July 2009 - July 2011
Dollar Bank June 2008 - January 2009
Skills
•Proficient experience..., •Functional ability to..., •Strong attention to..., •Advanced oral and..., •Excellent problem..., • Analytical..., •Skilled customer..., •Effective when...
Education
Saint Vincent College 2005 — 2009
Bachelor of Science, Finance
Serra Catholic High School 2001 — 2005
Intelliware Systems November 2013 - Present
Somerset County Government December 2012 - November 2013
Federated Investors May 2012 - August 2012
PennDOT (Pennsylvania department of Transportation) May 2011 - August 2011
Skills
C++, SQL, HTML, C#, JavaScript, VBScript, CSS, ASP
Education
Shippensburg University of Pennsylvania 2008 — 2012
BS Mangement Information Systems (MIS), Computers
RR Donnelley June 2014 - Present
Federated Investors January 2010 - June 2014
Federated Investors August 2008 - January 2010
Willi's Ski Shop, Inc. August 2002 - August 2008
Skills
Banking, Investments, Wealth Management, Financial Analysis, Financial Services, Regulatory Mailing, Mutual Funds, Proxy Campaigns, Project Management
Education
Saint Vincent College 2004 — 2008
Business Management, Business
Federated Investors April 2015 - Present
Allegent Community Federal Credit Union January 2010 - April 2015
Pittsburgh Botanic Garden September 2013 - November 2014
Allegent Community Federal Credit Union February 2002 - January 2010
Armstrong School District August 2008 - June 2009
Armstrong School District January 2009 - April 2009
Skills
Newsletters, Flash, Advertising, Graphic Design, Photoshop, Dreamweaver, Web Design, Captivate, InDesign, Adobe Acrobat, Software Documentation, Illustrator, HTML, CSS, Camtasia, Moodle, Microsoft Word, Microsoft Excel, Technology Integration, Joomla!, Soundbooth, Audacity, Microsoft Power Point, Instructional Design, Curriculum Design, Training, Teaching, Instructional Technology, Technical Writing, Needs Analysis, Joomla, PowerPoint, Management
Education
Saint Joseph's University 2009 — 2011
Master of Science, Instructional Technology, summa cum laude
Slippery Rock University of Pennsylvania 2003 — 2008
Bachelors' Degrees of Science, Elementary Education and Special Education, magna cum laude
Federated Investors July 2015 - Present
BlackRock January 2012 - July 2015
BlackRock July 2010 - December 2011
BlackRock January 2007 - June 2010
Skills
Investments, Business Relationship..., Mutual Funds, SMA, Alternative Investments, Due Diligence, asset allocation, Performance Attribution, Fund Analysis, Asset Allocation, Chartered Financial..., Hedge Funds, Derivatives, Private Equity, Investment Strategies, Securities, Asset Management, Portfolio Management, Fixed Income, Series 7, Finance, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Bachelor of Arts, History and Politcal Science
Glory Global Solutions October 2010 - Present
MoneyGram International August 1998 - August 2010
Spa At Nail Galleria September 1992 - September 2005
Federated Investors August 1989 - August 1998
Skills
CRM, Selling, Sales Operations
Education
CHS
Epiphany Grade School
Robert Morris University
BSBA, Accounting
St. Agnes Grade School
DAZ Systems, Inc. December 2013 - Present
Beats by Dr. Dre 2014 - 2014
National Oilwell Varco April 2013 - December 2013
Simonton Windows September 2012 - April 2013
Mike Wunderlich 2012 - 2013
Federated Investors October 2011 - September 2012
NOV 2009 - October 2011
SmartDog Services 2001 - 2009
Dresser-Rand 2007 - 2008
Intralox 2007 - 2008
Skills
Oracle E-Business Suite, Oracle R12 Financials, Oracle ERP..., Financial Analysis, XML Publisher, Oracle Project..., Oracle CRM, Oracle Applications, Software Project..., Training, Communication, Software Documentation, Business Process..., Oracle Manufacturing, Oracle Order Management, Oracle Support, International..., Business Intelligence, Business Process, CRM, Order to Cash, Oracle Discoverer, Data Warehousing, Accounts Payable, Oracle HR, Oracle, Financials, ERP, Procure-to-Pay, Project Manufacturing, Oracle Reports, BI Publisher, WIP, PL/SQL, Oracle Financials
Education
University of Houston-Clear Lake 1981 — 1984
MS, Finance
Texas A&M University 1975 — 1979
BS, Finance
Federated Investors November 2008 - Present
Aerotek June 2007 - September 2008
Nemacolin Woodlands Resort May 2006 - August 2006
Skills
Marketing Strategy, Email Marketing, Marketing Communications, Competitive Analysis, Mutual Funds, Marketing, Financial Services, Account Management, Social Media, Digital Marketing, Recruiting, Public Relations, Event Management, Program Management, Customer Service, Direct Marketing, Leadership, Time Management, Management
Education
Slippery Rock University of Pennsylvania 2003 — 2007
B.S.B.A., Marketing, 3.76 Graduated Magna Cum Laude
Nuveen Investments August 2011 - Present
Invesco Ltd. June 2010 - August 2011
Morgan Stanley Investment Management May 2006 - June 2010
PNC Financial Services May 2002 - May 2006
Federated Investors February 2001 - May 2002
Education
Robert Morris University
EA Engineering, Science, and Technology, Inc. November 2011 - Present
Alaska Document Services June 2009 - Present
Bethel Solutions Inc. February 2011 - August 2011
Chugach Alaska Corporation November 2009 - January 2011
MACTEC Engineering and Consulting Inc. October 2008 - November 2009
Deloitte & Touche LLP December 2003 - July 2008
Federated Investors March 2001 - December 2003
Federated Investors April 2000 - March 2001
Best Buy September 1998 - January 2001
Investigative & Recovery Systems Inc. November 1996 - December 1998
Skills
Microsoft Office 2007, Microsoft Office 2003, Adobe Acrobat, InDesign, Photoshop, Microsoft Publisher, Microsoft Visio, Microsoft Project, Primavera, Oracle Financials, Sage MasterBuilder, Microsoft Access, Editing, PowerPoint, Word, Excel, Proofreading, Formatting, Microsoft Office, Proposal Writing, Administration, RFP, Technical Writing, Outlook, Documentation, SharePoint, Scheduling, Research, Windows, Customer Relations, Analysis, Problem Solving, Microsoft Word, Access, Customer Service, Government, MS Project, Microsoft Excel, Project Planning, Visio, Environmental Compliance
Education
Robert Morris University 2001 — 2003
Bachelor of Sciences, Information Sciences
International Academy of Design & Technology 1998 — 2000
Associate of Sciences, Computer Information Sciences
Keystone Oaks High School 1992 — 1996
High School Diploma, General Education
CACI International August 1997 - Present
Federated Investors June 1993 - July 1997
Brandegee Associates August 1991 - September 1993
Mangus/Catanzano June 1988 - June 1991
Westinghouse Electric Company June 1976 - July 1988
Education
The Ohio State University 1965 — 1970
BFA, Communication Design
ALPS, A DST Company July 2006 - Present
US Bank January 1998 - June 2006
Federated Investors August 1995 - December 1997
Skills
Fund Accounting, Mutual Funds, Accounting, Financial Reporting, Securities, Microsoft Excel, Derivatives, inflation-indexed bond, Bonds, Options, Stock Market, Corporate Actions, Financial Services, Bloomberg Terminal
Education
Robert Morris University 1991 — 1995
Business Administration, Accounting
Management Science Associates, Inc. October 2014 - Present
Lutheran SeniorLife May 2007 - October 2014
Dick's Sporting Goods 2006 - 2007
Parker/Hunter 2003 - 2006
Federated Investors 1994 - 1997
Skills
Strategic Planning, Project Management, Vendor Management, Process Improvement, Software Documentation, Customer Service, Team Leadership, Risk Management, Business Analysis, Team Building, Financial Analysis, Sales, Disaster Recovery, Training, Analysis
Education
Sawyer School 1990 — 1991
Associate's degree, Accounting
Robert Morris University
Federated Investors February 1996 - Present
Education
Stanford University Graduate School of Business 1984 — 1986
MBA
PNC Financial Services Group March 2008 - Present
IIBA 2008 - Present
SDLC Solutions 2007 - 2008
Federated Investors 1990 - 2007
Mellon Financial 1989 - 1990
AT&T September 1979 - February 1989
Skills
Business Analysis, Business Requirements, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC, SQL, Visio
Education
Slippery Rock University of Pennsylvania 1975 — 1979
BS, Mathematics, Computer Science, Physics
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Janney Capital Management LLC June 2007 - Present
Federated Investors January 2001 - May 2007
Morgan Stanley January 2000 - January 2001
Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Investments, Series 63, Retirement Planning, Investment Strategies, Equities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.), Marketing
Saint Vincent College 1995 — 1999
Bachelor of Arts (B.A.), Finance, General
Peters Township High School 1991 — 1995
Manning & Napier Advisors October 2005 - Present
Mellon Equity Associates 2000 - 2005
Federated Investors 1993 - 2000
Education
The George Washington University 1990 — 1992
MBA, Finance & Investments
University of Notre Dame 1983 — 1987
B.A., Economics and German
Federated Investors, Inc. March 2011 - Present
Grant Street Asset Management February 2008 - February 2011
Federated Investors 1999 - January 2008
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Robert Morris University 1988 — 1992
Federated Investors April 1989 - Present
Ryan Homes January 1986 - March 1989
Skills
SharePoint, SDLC, Integration, Enterprise Architecture
Education
Robert Morris University 1981 — 1985
Deer Lakes High School 1976 — 1980
High School
Federated Investors February 2001 - Present
Federated Investors 2005 - 2011
Federated Investors 2001 - 2005
Sanford C. Bernstein & Co., Inc. 1982 - 1997
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business and Economics
Bank of New York Mellon Sr. Project ManagerBNY Mellon1999 - Present
Bank of New York Mellon 1999 - 2009
Federated Investors October 1990 - October 1999
Skills
Project Management, Business Analysis
Education
Robert Morris University 1988 — 1990
West Mifflin North High School 1976 — 1983
Diploma
Federated Investors Client ConsultantFederated Investors1992 - Present
Federated Investors January 1987 - January 1992
Federated Investors January 1986 - January 1987
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Asset Management, Series 63, Business Analysis, Relationship Management, 401k, Asset Allocation, Securities, Investments, Process Improvement, Retirement, Project Management, Risk Management, Equities, Retirement Planning, Microsoft Excel, Banking, Marketing Strategy, Portfolio Management, Fixed Income, Vendor Management, Analysis, Leadership, Marketing, Series 6
Education
Robert Morris University 1981 — 1985
Business, Management, Marketing, and Related Support Services
Nexeo Solutions, LLC November 2014 - Present
Nexeo Solutions, LLC January 2003 - November 2014
Ashland Inc November 2001 - February 2003
Ashland Inc August 1998 - November 2001
PwC February 1998 - August 1998
Federated Investors January 1997 - February 1998
Skills
SAP, Plastics, Pricing, Process Improvement, Budgets, Negotiation, Analysis, Management, Sales, Accounting, Business Strategy, Polymers, Procurement, Sales Operations, Six Sigma, Manufacturing, Product Development, Customer Service, Cross-functional Team..., Strategy, Thermoplastics, Supply Chain, Key Account Management, Resin, Market Development, Training, Extrusion, Adhesives, Additives, Continuous Improvement, Coatings, Injection Molding
Education
Robert Morris University 1993 — 1996
Bachelor of Science, Business AdministrationAccounting
Federated Investors, Inc. May 2014 - Present
Federated Investors May 2008 - April 2014
Putnam Investments July 2002 - April 2008
Skills
Sales, Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments, Asset Allocation, Wealth Management, Investments, Retirement Planning, 401k, Retirement, Asset Management, Financial Services
Education
Saint Michael's College 1998 — 2002
Anova Consulting Group June 2012 - Present
Cerulli Associates January 2002 - September 2012
Scarlott Consulting January 1999 - December 2001
Columbia Management September 1995 - 1999
Federated Investors September 1990 - September 1995
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Wealth Management, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Investments, Series 7, Series 63, Equities, Pensions, Hedge Funds, Financial Services, 401k, Relationship Management, Editorial, Retirement, Asset Management, Securities, Financial Advisory, Portfolio Management, Fixed Income
Education
Saint Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Duel Major English Language and Literature
P.S. 98
Michael Baker International June 2015 - Present
Homemaker April 2015 - Present
Michael Baker Corporation December 2013 - June 2015
Michael Baker Corporation December 2011 - December 2013
Michael Baker Corporation September 2008 - December 2011
Greycourt August 2004 - September 2008
Federated Investors June 2003 - August 2004
Federated Investors, Inc. June 2002 - June 2003
Skills
Employee Relations, Recruiting, Compensation Structures, HR Metrics, Incentive Programs, Department Budgeting, EEO/AA Compliance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
Master of Business Administration (MBA)
Saint Vincent College 1998 — 2002
Bachelor of Arts, Economics (Finance)
Federated Investors May 1995 - Present
Skills
Bloomberg, Equities, Mutual Funds, Process Improvement, Fixed Income, Financial Modeling, Hedge Funds, Securities, Derivatives, Asset Allocation
Education
Robert Morris University 2005 — 2008
UPMC July 2013 - Present
UPMC June 2005 - July 2013
UPMC January 2001 - June 2005
UPMC January 2000 - January 2001
Federated Investors January 1999 - January 2000
Mellon Bank December 1996 - January 1999
Skills
Medicare, Healthcare, Managed Care, Program Management, Policy, Process Improvement, Employee Benefits, Medicaid, Exchange / MarketPlace...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
Saint Vincent College 1991 — 1995
Finance/Accounting
Federated Investors November 2007 - April 2015
Allianze Life Financial Services January 2007 - November 2007
Evergreen Investments October 2000 - January 2007
Skills
Series 7, Investments, Mutual Funds, Series 66, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Securities, Management
Education
Southern Illinois University, Edwardsville 1997 — 1999
Business Administration, Finance
Federated Investors, Inc. June 2013 - Present
Federated Investors October 1998 - June 2013
Skills
Vendor Management, SDLC, Enterprise Risk..., Business Analysis, IT Audit, Mergers & Acquisitions, Financial Services, Business Process..., Business Intelligence, IT Strategy, Portfolio Management, Project Portfolio..., Process Improvement, Requirements Gathering
Education
University of Pittsburgh 1985 — 1989
M.S. Information Science, Information Technology
Robert Morris University 1980 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Oceanos May 2008 - Present
John Hancock February 2006 - May 2008
Federated Investors June 2002 - February 2006
Putnam Investments September 1996 - June 2002
Skills
Marketing Strategy, Email Marketing, Lead Generation, Direct Marketing, Demand Generation, Integrated Marketing, Analysis, B2B Marketing, B2B, Program Management, Marketing, Customer Acquisition, Strategic Planning, Competitive Analysis, Digital Marketing, Management, Salesforce.com, Analytics, Market Research, Web Analytics, Strategy, Marketing Communications, Online Marketing, E-commerce, Online Advertising
Education
Simmons College 1992 — 1996
Bachelor of Arts, Economic and Finance
Federated Investors April 2001 - Present
NVR Mortgage December 1979 - December 2000
Skills
Capital Markets, Wealth Management, Mutual Funds, Relationship Management, Mortgage Banking, Mortgage Servicing
Education
St. Francis University 1975 — 1979
Bachelor of Science (BS), Biology, General
Saint Francis University, Loretto, PA
Ardent Trading 2010 - 2011
Rafferty Capital Markets 2009 - 2010
Jefferies & Co. 2003 - 2009
Petros Capital 2000 - 2003
Federated Investors 1998 - 2000
Lehman Brothers 1995 - 1997
Goldman Sachs 1994 - 1995
State Teacher Retirement System of Ohio 1987 - 1994
Skills
Equities, Trading, Derivatives, Equity Trading
Education
The Ohio State University 1983 — 1987
BSBA, Dual Major - Finance and Accounting
LPL Financial July 2013 - Present
LPL Financial February 2002 - Present
Federated Investors August 1998 - February 2002
Van Kampen Funds August 1995 - August 1998
Education
Texas A&M University 1990 — 1994
BA, Economics
Fidelity Investments February 1997 - Present
Fidelity Investments Institutional Services Co. 1997 - Present
Federated Investors February 1987 - January 1997
Education
Robert Morris University 1985 — 1987
BSBA, Marketing
BFDS 2004 - Present
Federated Investors 2001 - 2004
Skills
Mutual Funds, Financial Services, Operations Management, Vendor Management, Transfer Agency, Strategic Planning, Relationship Management, Risk Management, Management, Process Improvement, Business Analysis
Education
Suffolk University
Banking & Finance
Federated Investors
Skills
Financial Services, Relationship Management, Securities, Series 7, Mutual Funds, Banking, Alternative Investments, Financial Analysis, Process Improvement, Investments, Strategic Planning, Leadership, Business Analysis, Asset Management, Customer Service, Wealth Management, Risk Management, Vendor Management
Education
Slippery Rock University of Pennsylvania
B.S. Psychology
RiversEdge Advanced Retirement Solutions June 2011 - Present
Federated Investors August 2010 - May 2011
Standard Retirement Services September 2004 - September 2009
Federated Investors 2000 - 2004
PNC Financial Services Group September 1998 - August 2000
Education
Slippery Rock University of Pennsylvania 1989 — 1993
BS, Elementary Education
Sammons Retirement Solutions May 2012 - Present
Federated Investors July 2004 - May 2012
Skills
Investments, Wealth Management, Series 7, Series 63, Mutual Funds
Education
Robert Morris University 2001 — 2004
B.S.B.A, Finance
Direct Energy April 2014 - Present
Direct Energy April 2013 - April 2014
Direct Energy March 2012 - April 2013
Direct Energy December 2010 - March 2012
Mooring Financial Corporation August 2007 - August 2009
Federated Investors 2005 - 2006
Skills
Valuation, Due Diligence, Investments, Finance, Trading, Financial Modeling, Management, Investment Banking, Financial Analysis, Mutual Funds, Natural Gas, Energy, Asset Management, Analysis, Microsoft Excel, Portfolio Management, Corporate Finance
Education
University of Pittsburgh 2001 — 2005
BSBA, Corporate Finance, Economics
Robert Morris University
Robert Morris University
BNY Mellon April 2012 - Present
Federated Investors December 2010 - March 2012
Federated Investors July 2005 - November 2010
Janney Montgomery Scott March 2005 - July 2005
Parker/Hunter May 1994 - July 2005
Federated Investors February 1991 - April 1994
Skills
Financial Services, Risk Management, Mutual Funds, Finance, Financial Analysis, Equities, Team Building, Financial Modeling, Strategic Planning, Securities
Education
Robert Morris University 1988 — 1990
Business Adminstration, Accounting
Federated Investors October 2014 - Present
Federated Investors October 2004 - October 2014
Federated Investors July 2002 - October 2004
Federated Investors January 2001 - July 2002
Federated Investors October 1998 - January 2001
Norwest Financial December 1997 - October 1998
Skills
Financial Services, Process Improvement, Mutual Funds, Leadership, Relationship Management, Team Building, Credit, Coaching, Vendor Management, Business Development, Marketing Strategy, Project Management, Strategy, Product Management, Employee Training, SharePoint, Interwoven TeamSite, Analysis
Education
Robert Morris University 1993 — 1997
BSBA, Marketing
Claire Purnell Graphic Design January 1994 - Present
Whitmore Group January 1992 - October 1993
Federated Investors September 1986 - February 1991
Skills
Logo Design, Book Design, Annual Reports,..., Brochures, Layout, Graphics, Pre-press, Packaging, Annual Reports, Books, Letterhead, Typography, Posters, Corporate Identity, Business Cards
Education
Sweet Briar College 1977 — 1981
Bachelor of Arts, Studio Art and Graphic Design
Sweet Briar College
Integrity Investments,Inc May 2011 - November 2014
no company July 2008 - 2010
Federated Investors November 1975 - April 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, Securities, Asset Allocation, Alternative Investments, Equities, Wealth Management, 401k, Fixed Income, Investment Strategies
Education
Shippensburg University of Pennsylvania 1971 — 1975
B.S., Business Administration
AMG Resources Corp June 2011 - Present
Nicholson Construction 2007 - March 2011
Union Drilling, Inc. 1999 - 2006
Urish Popeck & Co. 1997 - 1999
KPMG Peat Marwick 1996 - 1997
Federated Investors 1994 - 1996
Federated Investors 1992 - 1994
Skills
Accounts Payable, Accounting, Payroll, Internal Controls, Auditing, Financial Reporting, GAAP, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, CPA, Employee Benefits, General Ledger, SEC filings, Consolidation
Education
Robert Morris University 1988 — 1991
Bachelor of Science, Accounting
Pyramid Consulting Group/Federated Investors, Inc. October 2010 - Present
CVS Caremark Corporation January 2007 - July 2010
Eckerd Health Services/Pharmacare March 2005 - January 2007
Pyramid Consulting Group/Eckerd Health Services February 2001 - March 2005
MarchFirst/Whittman-Hart January 2000 - January 2001
Compuware June 1997 - January 2000
Federated Investors October 1995 - June 1997
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
Masters Certificate Project Management
Robert Morris University 1991 — 1995
BSBA, Information Systems
Federated Investors October 2008 - Present
Skills
Bloomberg, Financial Analysis, Financial Modeling
Education
Saint Bonaventure University 2007 — 2008
MBA, General Business, Concentration in Finance
Saint Bonaventure University 2003 — 2007
BBA, Finance
Wabtec Corporation April 2015 - Present
Dollar Bank June 2012 - April 2015
Dollar Bank November 2007 - June 2012
Federated Investors May 2004 - November 2007
Skills
Process Improvement, Banking, Internal Audit, Information Security, Analysis, IT Audit, Data Security, Information Security..., ITIL, Access, Business Analysis, Business Process..., Financial Analysis, Internal Controls, Risk Management, Sarbanes-Oxley Act, SharePoint, Visio, Windows Server
Education
Seton Hill University 2006 — 2009
MBA, Business Administration
Saint Vincent College 1999 — 2003
Bachelor of Science, Computer Science
AmTrust Financial Services, Inc. (AFSI) April 2015 - Present
TEK Systems December 2014 - April 2015
Willory Payroll & HR Solutions January 2014 - August 2014
Sterling Jewelers Inc. August 2011 - 2013
Sterling Jewelers Inc. August 2006 - August 2011
National City Corporation 2005 - 2006
National City Corporation 2002 - 2005
National City Corporation 2001 - 2002
Federated Investors 1998 - 2000
Skills
Process Improvement, Data Analysis, Visio, SQL, Software Documentation, Data Conversion, Project Coordinator, System Problem..., Database Design, PeopleTools, Payroll, Employee Benefits, Personnel Management, Business Intelligence, SDLC, ERP, Requirements Analysis
Education
MIS from Robert Morris University 1997 — 1999
BSBA, MIS
Youngstown State University 1985 — 1989
AAS & AAB, Business Technology & Information Processing
Coventry Health Care May 2012 - Present
Coventry Healthcare March 2002 - January 2013
UPMC Health Plan December 1999 - March 2002
UPMC Health Plan 1999 - 2001
Federated Investors September 1998 - December 1999
ALLEGHENY GENERAL HOSPITAL/ALLEGHENY HEALTH, EDUCATION AND RESEARCH FOUNDATION (AHERF) July 1997 - July 1998
West Penn Allegheny Health System 1990 - 1998
Allegheny Health, Education and Research Foundation July 1996 - June 1997
Allegheny Health, Education and Research Foundation March 1995 - June 1996
General Accounting September 1990 - February 1995
Skills
Data Analysis, Analytics, Project Management, Data Warehousing, Business Intelligence, Health Insurance, Process Improvement, Software Documentation, Analysis, Access, Healthcare, Management, CRM, Cognos, Quality Assurance
Education
Robert Morris University 1997 — 1999
Master, Business Administration
West Virginia University 1985 — 1989
Bachelor of Science, Business Administration; Finance
Access Data, a Broadridge Company October 2009 - Present
Gibson Capital August 2007 - September 2009
Federal Home Loan Bank of Pittsburgh March 2006 - July 2007
Federated Investors August 2004 - March 2006
Mellon Financial March 1999 - August 2004
Skills
Mutual Funds, Portfolio Management, Securities, Financial Services, Asset Management, Business Analysis, Investments, Fixed Income, Wealth Management, Equities, 401k, Financial Analysis, Relationship Management, Analysis
Education
Waynesburg University 2009 — 2013
MBA, Leadership, 4.0
Robert Morris University 1999 — 2008
BSBA, Finance
Federated Investors September 2014 - Present
Federated Investors, Inc. February 2013 - September 2014
Federated Investors May 2011 - February 2013
Ameriprise Financial May 2010 - February 2011
Skills
Mutual Funds, Competitive Analysis, Money Market Funds, Variable Annuities, Closed-end Funds, Morningstar Direct, Lipper, Zephyr Style Advisor, Bloomberg Terminal, ThomsonOne, iMoneyNet
Education
Saint Vincent College 2007 — 2011
Bachelor of Science, Major: Finance - Minor: Accounting
PNC Institutional Asset Management February 2015 - Present
PNC Institutional Investments May 2012 - February 2015
PNC June 1999 - June 2012
Federated Investors 1992 - 1999
Education
Robert Morris University 1990 — 1992
MBA, Business Administration and Management, General
University of Pittsburgh 1984 — 1990
Bachelor's degree, Literature
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 January 2011 - Present
Federated Investors October 2009 - January 2011
Education
Slippery Rock University of Pennsylvania 2008 — 2010
Bachelor, Accounting
Jo-Ann Stores, Inc. August 2013 - Present
AmeriMark Direct November 2011 - August 2013
Federated Investors January 2010 - August 2011
Skills
Microsoft Office, Marketing, Databases, Data Analysis, Research, Competitive Analysis
Education
The College of Wooster 2005 — 2009
B.A., Art History, Economics
Shady Side Academy 2001 — 2005
High School Diploma, General Studies
Access Data October 2009 - Present
Access Data May 2006 - October 2009
Federated Investors 2005 - 2006
Federated Investors 2004 - 2005
Federated Investors 2002 - 2004
Federated Investors 2000 - 2002
Skills
Business Analysis
Education
Robert Morris University
Fidelity National Information Services September 2006 - July 2014
FIS May 2000 - August 2006
WRL Investment Management, Inc. (a subsidiary of AEGON NV) March 1999 - April 2000
WRL Investment Management, Inc. (a subsidiary of AEGON NV), October 1997 - April 2000
Franklin Templeton Investor Services, Inc. September 1995 - October 1997
Franklin Templeton Investor Services, Inc. April 1995 - August 1995
Federated Investors January 1992 - March 1995
Skills
Payments, Banking, Credit Cards, Electronic Payments, Debit Cards, Business Analysis, Finance, Vendor Management, Financial Services, SDLC
Education
Robert Morris University
Bachelor of Science (B.S.) - Business Administration, Accounting
Federated Investors September 2004 - Present
Bayer 1983 - September 2004
Skills
ITIL Certified, Knowledgeable in all..., Knowledgeable in all...
Education
Robert Morris University
Bachelor's degree, Business Administration and Management, General
Belcan June 2013 - Present
Belcan March 2007 - July 2013
Professional Services Group August 1993 - June 1999
Federated Investors June 1988 - August 1993
Skills
Process Improvement, Software Documentation, SharePoint, Management, Requirements Analysis, Change Management, Business Process, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, SAP, Technical Writing, Instructional Design, Business Analysis, Employee Relations
Education
Robert Morris University 1993 — 1999
Bachelor's degree, Marketing
Bradford Business School 1987 — 1988
Certificate, Administrative Assistant and Secretarial Science, General
Federated Investors November 1999 - Present
Skills
Mutual Funds, Wealth Management, Series 7, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Equities, Asset Management, Financial Services
Education
Robert Morris University 1976 — 1980
Bachelor's degree, Majors - Accounting, Management and Computer Science
Mt. Lebanon School District August 2001 - Present
Federated Investors September 1989 - August 1998
Skills
Lesson Planning, Curriculum Design, Educational Technology, Curriculum Development, Classroom, E-Learning
Education
Robert Morris University
Federated Investors March 2009 - Present
Federated Investors 2009 - 2014
Skills
Visio, Requirements Gathering, Customer Service, Business Analysis, Microsoft Word, Business Process..., Requirements Analysis
Education
Robert Morris University 1982 — 1986
Bachelors of Science in Business Administration, Business Information Systems
Shaler Area High School 1978 — 1982
McKesson December 2014 - Present
McKesson March 2009 - December 2014
Crown Castle International March 2003 - March 2009
Buchanan Ingersoll September 2002 - February 2003
TechRx Inc July 2001 - June 2002
MetalSite March 2000 - June 2001
Cutler-Hammer (CompuNet Consulting) November 1999 - March 2000
Sabre Corporation (USAirways) April 1996 - November 1999
Federated Investors July 1991 - March 1996
Skills
Oracle, Databases, Unix, Disaster Recovery, Solaris, Servers, IBM AIX, Integration, Performance Tuning, Linux
Education
Robert Morris University
Bachelor's degree, Management Information Systems, General
Federated Investors August 2015 - Present
Iron Mountain April 2012 - Present
Iron Mountain September 2010 - April 2012
Skills
Microsoft SQL Server, MySQL, DB2, Database Administration, Databases, Relational Databases, T-SQL, Disaster Recovery, Perl, Windows Server, Database Design, SSIS, SharePoint, Shell Scripting, VMware, Integration, Data Center
Education
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Information Technology
Uhde Corporation of America January 2014 - April 2014
Federated Investors September 2012 - August 2013
BNY Mellon March 2012 - August 2012
Jencons Scientific January 2011 - June 2011
BNY Mellon January 2008 - January 2010
EC Technologies South Africa January 2006 - January 2008
DICK'S Sporting Goods January 2000 - January 2006
Thermo Fisher Scientific January 1991 - January 2000
Education
Robert Morris University
Master of Business Administration, Business Administration
University of Pittsburgh
Bachelor of Arts, English Writing
BNY Mellon February 2006 - Present
Federated Investors 1992 - 2006
Education
Robert Morris University 1987 — 1991
Bachelor of Science (BS), Accounting