Federated Investors
Industry: Financial services company
DescriptionFederated Investors is a financial services company headquartered in Federated Tower in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $364.1 billion of customer assets. The corporation offers 136 different types of mutual funds. CEO: J Christopher Donahue (1998–) Headquarters: Pittsburgh, Pennsylvania, United States Founder: John F. Donahue Subsidiaries: Federated Services Co,
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Federated Investors Employees
Employee
Years
Job
Industry
Tim Knight, ChFC, CRPC, CFS Tim Knight, ChFC, CRPC, CFS's Federated Investors Experience January 2004 - May 2005
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Jae (Janet) Tracey Jae (Janet) Tracey's Federated Investors Experience May 2002 - October 2003
Job Annual Giving and Alumni Relations
Industry Information Technology and Services
Experience
Union Graduate College March 2015 - Present
City of Schenectady January 2014 - March 2014
Union Graduate College September 2012 - March 2013
GE October 2011 - May 2012
M&T Bank October 2003 - October 2005
Federated Investors May 2002 - October 2003
University of Rochester May 1998 - May 2002
Skills
Project Management, Analysis, Data Analysis, Business Process..., Process Improvement, Customer Service, Financial Analysis, Business Analysis, Microsoft Office, Change Management, Organizational..., Team Facilitation, Communication, Report Writing, Operations Management, Strategic Planning, Project Planning, Management, Strategy, Team Management, Training, Leadership, Writing, Editing, Public Speaking
Education
Union Graduate College 2012 — 2014
Master of Business Administration (MBA), School of Management
Rochester Institute of Technology 1999 — 2001
BS, Public Administration, Information Technology
Union Graduate College March 2015 - Present
City of Schenectady January 2014 - March 2014
Union Graduate College September 2012 - March 2013
GE October 2011 - May 2012
M&T Bank October 2003 - October 2005
Federated Investors May 2002 - October 2003
University of Rochester May 1998 - May 2002
Skills
Project Management, Analysis, Data Analysis, Business Process..., Process Improvement, Customer Service, Financial Analysis, Business Analysis, Microsoft Office, Change Management, Organizational..., Team Facilitation, Communication, Report Writing, Operations Management, Strategic Planning, Project Planning, Management, Strategy, Team Management, Training, Leadership, Writing, Editing, Public Speaking
Education
Union Graduate College 2012 — 2014
Master of Business Administration (MBA), School of Management
Rochester Institute of Technology 1999 — 2001
BS, Public Administration, Information Technology
Shawn E Knutson Shawn E Knutson's Federated Investors Experience June 2005 - Present
Job Vice President Federated Investors
Industry Financial Services
Experience
Federated Investors June 2005 - Present
Education
Jamestown College 1989 — 1993
BA, Education
Federated Investors June 2005 - Present
Education
Jamestown College 1989 — 1993
BA, Education
Craig Power Craig Power's Federated Investors Experience 2002 - 2004
Job Systems Operations Specialist at SAI Consulting Engineers, Inc.
Industry Information Technology and Services
Experience
SAI Consulting Engineers, Inc. October 2014 - Present
Phipps Conservatory & Botanical Gardens September 2006 - Present
Community College of Allegheny County 2004 - 2005
Federated Investors 2002 - 2004
University of Pittsburgh 1993 - 2003
Single Point Systems (now Red Square Systems) 1999 - 2000
Skills
Software Development, Linux, Windows, SDLC, SQL, Software Documentation, Technical Writing, MySQL, Business Analysis, Windows Server, Microsoft SQL Server, Requirements Analysis, System Administration, Visio, Disaster Recovery, Active Directory, Troubleshooting
Education
University of Pittsburgh
BS, Information Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business Administration
SAI Consulting Engineers, Inc. October 2014 - Present
Phipps Conservatory & Botanical Gardens September 2006 - Present
Community College of Allegheny County 2004 - 2005
Federated Investors 2002 - 2004
University of Pittsburgh 1993 - 2003
Single Point Systems (now Red Square Systems) 1999 - 2000
Skills
Software Development, Linux, Windows, SDLC, SQL, Software Documentation, Technical Writing, MySQL, Business Analysis, Windows Server, Microsoft SQL Server, Requirements Analysis, System Administration, Visio, Disaster Recovery, Active Directory, Troubleshooting
Education
University of Pittsburgh
BS, Information Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business Administration
Geoffrey Pazzanese Geoffrey Pazzanese's Federated Investors Experience August 2007 - Present
Job VP, Senior Portfolio Manager at Federated Investors
Industry Investment Management
Experience
Federated Investors August 2007 - Present
Rochdale Investment Management February 2001 - August 2007
AXIS Spa April 1992 - June 1998
Skills
Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Investment Management, Securities, Equity Research, Capital Markets, ETFs, Fixed Income, Investments
Education
Thunderbird School of Global Management 1998 — 1999
MIM
University of Wisconsin-Madison 1986 — 1991
Bachelor in Science, Physics and Italian
Federated Investors August 2007 - Present
Rochdale Investment Management February 2001 - August 2007
AXIS Spa April 1992 - June 1998
Skills
Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Investment Management, Securities, Equity Research, Capital Markets, ETFs, Fixed Income, Investments
Education
Thunderbird School of Global Management 1998 — 1999
MIM
University of Wisconsin-Madison 1986 — 1991
Bachelor in Science, Physics and Italian
Cheryl Giel Hendrickson Cheryl Giel Hendrickson's Federated Investors Experience January 1998 - October 1999
Job Senior QA Software Test Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1999 - Present
Federated Investors January 1998 - October 1999
Federated Investors March 1997 - January 1998
Federated Investors March 1996 - March 1997
Skills
Microsoft Technologies, Microsoft Operating..., Microsoft Office, Actuate, Crystal Reports, Adobe Software, QTP, SilkTest, VMware, Internet Explorer, Firefox, Notepad++, Software Quality..., Applications Support, Software Project..., Project Coordination, Project Planning, Project Implementation, MS Project, Change Management, Organizational..., Visio, Microsoft SQL Server, SDLC, Test Planning, Agile Methodologies, Quality Assurance
Education
University of Phoenix 2000 — 2002
MBA, Business
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Journalism
Thomas Jefferson High School 1987 — 1991
Charles Schwab October 1999 - Present
Federated Investors January 1998 - October 1999
Federated Investors March 1997 - January 1998
Federated Investors March 1996 - March 1997
Skills
Microsoft Technologies, Microsoft Operating..., Microsoft Office, Actuate, Crystal Reports, Adobe Software, QTP, SilkTest, VMware, Internet Explorer, Firefox, Notepad++, Software Quality..., Applications Support, Software Project..., Project Coordination, Project Planning, Project Implementation, MS Project, Change Management, Organizational..., Visio, Microsoft SQL Server, SDLC, Test Planning, Agile Methodologies, Quality Assurance
Education
University of Phoenix 2000 — 2002
MBA, Business
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Journalism
Thomas Jefferson High School 1987 — 1991
Beth Nigro Beth Nigro's Federated Investors Experience 1992 - 1993
Job SVP/Managing Director Moxie
Industry Marketing and Advertising
Experience
Moxie March 2014 - Present
Engauge November 2009 - March 2014
Ten United November 2003 - November 2009
The Pittsburgh Agency 2002 - 2003
MARC USA 2000 - 2002
Dymun Nelson 1999 - 2000
Mullen 1998 - 2000
Bozell Kamstra 1998 - 1999
Ketchum Advertising 1993 - 1998
Federated Investors 1992 - 1993
Skills
Executive Management, Cross-functional Team..., Senior Executive..., Strategic Planning, Team Building, Integrated Marketing, Team Leadership, Account Management, Interactive Marketing, Client Relations Skills, Digital Strategy, Advertising, Creative Strategy, Mobile Marketing, Brand Development, Media Planning, Brand Management, Content Strategy, Interactive Advertising, Digital Marketing, Corporate Branding, Creative Direction, Customer Insight, Brand Architecture, Social Media Marketing, Online Advertising, Marketing Communications, Leadership, Digital Media, Relationship Marketing, Online Marketing, Branding & Identity, Coaching, Social Media, Client Services
Education
University of Pittsburgh 1985 — 1989
BA, English Writing/Political Science
Moxie March 2014 - Present
Engauge November 2009 - March 2014
Ten United November 2003 - November 2009
The Pittsburgh Agency 2002 - 2003
MARC USA 2000 - 2002
Dymun Nelson 1999 - 2000
Mullen 1998 - 2000
Bozell Kamstra 1998 - 1999
Ketchum Advertising 1993 - 1998
Federated Investors 1992 - 1993
Skills
Executive Management, Cross-functional Team..., Senior Executive..., Strategic Planning, Team Building, Integrated Marketing, Team Leadership, Account Management, Interactive Marketing, Client Relations Skills, Digital Strategy, Advertising, Creative Strategy, Mobile Marketing, Brand Development, Media Planning, Brand Management, Content Strategy, Interactive Advertising, Digital Marketing, Corporate Branding, Creative Direction, Customer Insight, Brand Architecture, Social Media Marketing, Online Advertising, Marketing Communications, Leadership, Digital Media, Relationship Marketing, Online Marketing, Branding & Identity, Coaching, Social Media, Client Services
Education
University of Pittsburgh 1985 — 1989
BA, English Writing/Political Science
David Duessel David Duessel's Federated Investors Experience June 2009 - August 2009
Job LCR Analyst at BNY Mellon
Industry Insurance
Experience
BNY Mellon August 2014 - Present
Nationwide Insurance July 2011 - July 2014
Yankovich Adelman Johnson Stevenson February 2011 - April 2011
Federated Investors June 2009 - August 2009
Education
The Ohio State University 2007 — 2011
B.S. in Business Administration, Accounting
BNY Mellon August 2014 - Present
Nationwide Insurance July 2011 - July 2014
Yankovich Adelman Johnson Stevenson February 2011 - April 2011
Federated Investors June 2009 - August 2009
Education
The Ohio State University 2007 — 2011
B.S. in Business Administration, Accounting
Eric Lang, CIMA® Eric Lang, CIMA®'s Federated Investors Experience January 2008 - September 2011
Job Western Regional Sales Manager, Artisan Partners
Industry Financial Services
Experience
Artisan Partners October 2011 - Present
Federated Investors January 2008 - September 2011
Federated Investors August 2005 - December 2007
Skills
Investments, Financial Services, Mutual Funds, Equities, Fixed Income, Series 7, 401k, Securities, Asset Managment, Financial Analysis, Retirement, Asset Management, Wealth Management, Asset Allocation, Finance, Investment Advisory, Certified Investment..., ETFs
Education
Pennsylvania State University 2003 — 2005
BS, Economics
United States Air Force Academy 2001 — 2003
Management
Artisan Partners October 2011 - Present
Federated Investors January 2008 - September 2011
Federated Investors August 2005 - December 2007
Skills
Investments, Financial Services, Mutual Funds, Equities, Fixed Income, Series 7, 401k, Securities, Asset Managment, Financial Analysis, Retirement, Asset Management, Wealth Management, Asset Allocation, Finance, Investment Advisory, Certified Investment..., ETFs
Education
Pennsylvania State University 2003 — 2005
BS, Economics
United States Air Force Academy 2001 — 2003
Management
Mary Elizabeth Peterson's Federated Investors Experience January 1992 - January 1993
Job Contemporary Abstract Artist & Curator
Industry Fine Art
Experience
Mary Elizabeth Peterson, Fine Art January 2000 - Present
The Unitarian Church in Westport 2008 - 2014
Mary Elizabeth Peterson 1997 - 2005
ENCORE Marketing 1995 - 2000
PNC January 1993 - January 1995
Federated Investors January 1992 - January 1993
Aetna January 1989 - January 1992
Aetna January 1989 - January 1990
Skills
Art, Marketing Communications, Contemporary Art, Advertising, Painting, Creative Direction, Fine Art, Museums, Curating, Graphic Design, Public Art, Copywriting, Editing, Marketing Strategy, Public Speaking, Event Management, Gifted Education, Educational Programs, Historic Preservation, Architecture, Historical Research, Social Media Marketing, Fundraising, Hedge Funds, Investments, Integrated Marketing, Private Banking, Nonprofits, Leadership, Donor Recognition, Donor Management, Strategic Planning, Program Development, Program Implementation, Art Exhibitions, Galleries, Social Media, Marketing
Education
The University of Connecticut
BA, Journalism and Art History
The Corcoran College of Art
Certificate, Drawing & Painting
Mary Elizabeth Peterson, Fine Art January 2000 - Present
The Unitarian Church in Westport 2008 - 2014
Mary Elizabeth Peterson 1997 - 2005
ENCORE Marketing 1995 - 2000
PNC January 1993 - January 1995
Federated Investors January 1992 - January 1993
Aetna January 1989 - January 1992
Aetna January 1989 - January 1990
Skills
Art, Marketing Communications, Contemporary Art, Advertising, Painting, Creative Direction, Fine Art, Museums, Curating, Graphic Design, Public Art, Copywriting, Editing, Marketing Strategy, Public Speaking, Event Management, Gifted Education, Educational Programs, Historic Preservation, Architecture, Historical Research, Social Media Marketing, Fundraising, Hedge Funds, Investments, Integrated Marketing, Private Banking, Nonprofits, Leadership, Donor Recognition, Donor Management, Strategic Planning, Program Development, Program Implementation, Art Exhibitions, Galleries, Social Media, Marketing
Education
The University of Connecticut
BA, Journalism and Art History
The Corcoran College of Art
Certificate, Drawing & Painting
Daniel Mark's Federated Investors Experience September 2014 - Present
Job Staff Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors September 2014 - Present
Schneider Electric Energy & Sustainability Services May 2014 - September 2014
WhiteSand Research, LLC January 2014 - April 2014
University of Pittsburgh, MBA Practicum in Portfolio Management August 2013 - April 2014
Department of Critical Care Medicine, UPMC September 2013 - November 2013
Commonwealth Bank & Trust May 2013 - August 2013
Republic Bank May 2012 - August 2012
University of Pittsburgh June 2011 - August 2011
Skills
Investments, Teamwork, Financial Analysis, Microsoft Excel, Equity Research, Finance, PowerPoint, Banking, Microsoft Word, Wealth Management, Sales, Bloomberg, 10Q, Morningstar Direct, DCF Valuation, Essbase, MIS
Education
University of Pittsburgh 2010 — 2014
Bachelor of Arts (B.A.), Finance, Minor in Economics
Kentucky Country Day 2006 — 2010
High School Diploma
Federated Investors September 2014 - Present
Schneider Electric Energy & Sustainability Services May 2014 - September 2014
WhiteSand Research, LLC January 2014 - April 2014
University of Pittsburgh, MBA Practicum in Portfolio Management August 2013 - April 2014
Department of Critical Care Medicine, UPMC September 2013 - November 2013
Commonwealth Bank & Trust May 2013 - August 2013
Republic Bank May 2012 - August 2012
University of Pittsburgh June 2011 - August 2011
Skills
Investments, Teamwork, Financial Analysis, Microsoft Excel, Equity Research, Finance, PowerPoint, Banking, Microsoft Word, Wealth Management, Sales, Bloomberg, 10Q, Morningstar Direct, DCF Valuation, Essbase, MIS
Education
University of Pittsburgh 2010 — 2014
Bachelor of Arts (B.A.), Finance, Minor in Economics
Kentucky Country Day 2006 — 2010
High School Diploma
Randy O'Toole, CFA Randy O'Toole, CFA's Federated Investors Experience July 2008 - Present
Job Providing investors with superior riskadjusted returns via a high Sharpe ratio, systematic Global Macro strategy
Industry Financial Services
Experience
Federated Investors July 2008 - Present
AIG Investments July 2005 - June 2008
Thomson Portfolio Analytics (formerly Vestek) August 2001 - July 2005
Barclays Global Investors February 1998 - August 2001
Federal Reserve Bank of San Francisco April 1996 - February 1998
Skills
Quantitative Analytics, Equities, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Portfolio Optimization, Portfolio Management, Investment Strategies, Asset Allocation
Education
University of California, Los Angeles 1993 — 1995
MA, Economics (Ph.D. program)
University of Washington 1990 — 1993
BA, Economics
Federated Investors July 2008 - Present
AIG Investments July 2005 - June 2008
Thomson Portfolio Analytics (formerly Vestek) August 2001 - July 2005
Barclays Global Investors February 1998 - August 2001
Federal Reserve Bank of San Francisco April 1996 - February 1998
Skills
Quantitative Analytics, Equities, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Portfolio Optimization, Portfolio Management, Investment Strategies, Asset Allocation
Education
University of California, Los Angeles 1993 — 1995
MA, Economics (Ph.D. program)
University of Washington 1990 — 1993
BA, Economics
Matt Khan, AWMA®, MBA, MS Matt Khan, AWMA®, MBA, MS's Federated Investors Experience August 2011 - July 2014
Job Senior Vice President, Divisional Sales Manager (Annuities) at Transamerica
Industry Investment Management
Experience
Transamerica July 2014 - Present
Federated Investors August 2011 - July 2014
Federated Investors January 2006 - August 2011
Edward Jones September 2001 - December 2005
Thomas Nelson Publishers January 1987 - August 2001
Skills
Sales Management, Direct Sales, Strategic Planning, Business Strategy, Investments, Mutual Funds, Time Management, Servant Leadership, Thought Leadership, Professional Mentoring, Strategic Thinking, Team Building
Education
Virginia Polytechnic Institute and State University
M.B.A, Management
Virginia Polytechnic Institute and State University 1985 — 1987
MS, Computer Science
Bombay University 1981 — 1984
BS, Mathematics
Transamerica July 2014 - Present
Federated Investors August 2011 - July 2014
Federated Investors January 2006 - August 2011
Edward Jones September 2001 - December 2005
Thomas Nelson Publishers January 1987 - August 2001
Skills
Sales Management, Direct Sales, Strategic Planning, Business Strategy, Investments, Mutual Funds, Time Management, Servant Leadership, Thought Leadership, Professional Mentoring, Strategic Thinking, Team Building
Education
Virginia Polytechnic Institute and State University
M.B.A, Management
Virginia Polytechnic Institute and State University 1985 — 1987
MS, Computer Science
Bombay University 1981 — 1984
BS, Mathematics
Brad Payne Brad Payne's Federated Investors Experience January 2006 - August 2007
Job Assistant Vice President | Assistant Business Controller, Decision Support at Federated Investors, Inc.
Industry Investment Management
Experience
Federated Investors, Inc. January 2013 - Present
Federated Investors, Inc. July 2010 - December 2012
Federated Investors, Inc. September 2007 - June 2010
Federated Investors January 2006 - August 2007
Federated Investors June 2005 - December 2005
Federated Investors June 2004 - May 2005
Skills
Asset Management, Mutual Funds, Mergers, Investments, Profitability Analysis, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Budgeting, Accounting, Financial Services, Essbase, Forecasting, Variance Analysis, Due Diligence, Accounts Receivable, Strategic Planning, Strategic Financial..., Finance, Budgets, Mergers, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2010
MBA, Finance
University of Pittsburgh 2000 — 2004
BSBA, Accounting
Federated Investors, Inc. January 2013 - Present
Federated Investors, Inc. July 2010 - December 2012
Federated Investors, Inc. September 2007 - June 2010
Federated Investors January 2006 - August 2007
Federated Investors June 2005 - December 2005
Federated Investors June 2004 - May 2005
Skills
Asset Management, Mutual Funds, Mergers, Investments, Profitability Analysis, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Budgeting, Accounting, Financial Services, Essbase, Forecasting, Variance Analysis, Due Diligence, Accounts Receivable, Strategic Planning, Strategic Financial..., Finance, Budgets, Mergers, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2010
MBA, Finance
University of Pittsburgh 2000 — 2004
BSBA, Accounting
Reid Jacoby Reid Jacoby's Federated Investors Experience May 2011 - August 2011
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets October 2014 - Present
J.P. Morgan February 2013 - September 2014
HoopNuts LLC June 2012 - January 2013
EZ Metrology April 2011 - December 2011
Federated Investors May 2011 - August 2011
Sylvan Learning Centers April 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Research, Market Research, Microsoft Word, Social Media, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Universidad Antonio de Nebrija 2010 — 2010
Estudios Hispanicos
University of Michigan
RBC Capital Markets October 2014 - Present
J.P. Morgan February 2013 - September 2014
HoopNuts LLC June 2012 - January 2013
EZ Metrology April 2011 - December 2011
Federated Investors May 2011 - August 2011
Sylvan Learning Centers April 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Research, Market Research, Microsoft Word, Social Media, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Universidad Antonio de Nebrija 2010 — 2010
Estudios Hispanicos
University of Michigan
Raymond LeClair, PhD CFA's Federated Investors Experience December 2001 - November 2008
Job Data Scientist | Quantitative Reseacher and Developer | Senior Financial Consultant
Industry Computer Software
Experience
Springbok November 2001 - Present
MIT Lincoln Laboratory November 2005 - Present
Wavefront Capital May 2009 - Present
Tyhke August 2007 - Present
FatKat Inc. June 2007 - April 2009
Federated Investors December 2001 - November 2008
Thinking Investments, Inc. June 2000 - November 2001
MIT Lincoln Laboratory October 1986 - June 2000
Skills
Software Development, Data Analysis, Matlab, Python, Integration, Algorithms, Start-ups, Financial Modeling, Systems Engineering, Research, Team Leadership, Project Management, Analytics, Mathematical Modeling, Software Engineering, Program Management, Proposal Writing, Quantitative Analysis, Simulations, Leadership, Java, R
Education
University of Illinois at Urbana-Champaign
PhD, Theoretical and Applied Mechanics
CFA Institute
CFA Charterholder
University of Illinois at Urbana-Champaign
MS, Theoretical and Applied Mechanics
University of Illinois at Urbana-Champaign
BS, Mechanical Engineering
Springbok November 2001 - Present
MIT Lincoln Laboratory November 2005 - Present
Wavefront Capital May 2009 - Present
Tyhke August 2007 - Present
FatKat Inc. June 2007 - April 2009
Federated Investors December 2001 - November 2008
Thinking Investments, Inc. June 2000 - November 2001
MIT Lincoln Laboratory October 1986 - June 2000
Skills
Software Development, Data Analysis, Matlab, Python, Integration, Algorithms, Start-ups, Financial Modeling, Systems Engineering, Research, Team Leadership, Project Management, Analytics, Mathematical Modeling, Software Engineering, Program Management, Proposal Writing, Quantitative Analysis, Simulations, Leadership, Java, R
Education
University of Illinois at Urbana-Champaign
PhD, Theoretical and Applied Mechanics
CFA Institute
CFA Charterholder
University of Illinois at Urbana-Champaign
MS, Theoretical and Applied Mechanics
University of Illinois at Urbana-Champaign
BS, Mechanical Engineering
Robert Lynch Robert Lynch's Federated Investors Experience 1997 - 2004
Job V.P. Client Service & Sales
Industry Financial Services
Experience
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Gene Rizzuto Gene Rizzuto's Federated Investors Experience July 1984 - April 1990
Job Owner, IPES International Inc
Industry Machinery
Experience
IPES International, INC. September 1997 - Present
AFC, Young Industries, ProMag, Thompson Magnetics May 1990 - August 1997
Federated Investors July 1984 - April 1990
Skills
Process Improvement, Strategic Planning, Business Analysis, Manufacturing, Project Management, Operations Management, Sales Management, Business Process..., Project Planning, Product Development, Contract Negotiation, Team Building, Vendor Management, Budgets, Microsoft Excel, Business Planning, Business Development, Account Management, Mergers & Acquisitions, Engineering, Management, Negotiation, Change Management, Marketing Strategy, Sales, Team Leadership, New Business Development, Customer Service
Education
School of Computer Technology
University of Pittsburgh
IPES International, INC. September 1997 - Present
AFC, Young Industries, ProMag, Thompson Magnetics May 1990 - August 1997
Federated Investors July 1984 - April 1990
Skills
Process Improvement, Strategic Planning, Business Analysis, Manufacturing, Project Management, Operations Management, Sales Management, Business Process..., Project Planning, Product Development, Contract Negotiation, Team Building, Vendor Management, Budgets, Microsoft Excel, Business Planning, Business Development, Account Management, Mergers & Acquisitions, Engineering, Management, Negotiation, Change Management, Marketing Strategy, Sales, Team Leadership, New Business Development, Customer Service
Education
School of Computer Technology
University of Pittsburgh
Eric Clements Eric Clements's Federated Investors Experience 2008 - 2010
Job Director of Marketing at Compliance Assurance Corporation
Industry Insurance
Experience
Compliance Assurance Corporation August 2011 - Present
The Institute for Entrepreneurial Excellence, University of Pittsburgh January 2011 - March 2012
Federated Investors 2008 - 2010
Skills
Insurance, Start-ups, Marketing, Marketing Strategy, Mutual Funds, Account Management, Strategic Planning, Financial Services, Series 7, Investments, Management, Risk Management, Sales, Strategy, Financial Analysis, Mergers & Acquisitions, Analysis, Competitive Analysis, Finance, Project Management, CRM
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2011
MBA, Finance, Economics
University of Pittsburgh 2003 — 2007
BA, Economics, Political Science
Compliance Assurance Corporation August 2011 - Present
The Institute for Entrepreneurial Excellence, University of Pittsburgh January 2011 - March 2012
Federated Investors 2008 - 2010
Skills
Insurance, Start-ups, Marketing, Marketing Strategy, Mutual Funds, Account Management, Strategic Planning, Financial Services, Series 7, Investments, Management, Risk Management, Sales, Strategy, Financial Analysis, Mergers & Acquisitions, Analysis, Competitive Analysis, Finance, Project Management, CRM
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2011
MBA, Finance, Economics
University of Pittsburgh 2003 — 2007
BA, Economics, Political Science
Angele Ellis's Federated Investors Experience September 1981 - August 1984
Job Writing and Editing & Personal Poetry
Industry Writing and Editing
Experience
Angele Ellis Personal Poetry...putting life into verse. December 2012 - Present
Angele Ellis Writing and Editing September 1980 - Present
Federated Investors September 1981 - August 1984
Datacomp, Inc February 1980 - August 1981
Skills
Writing, Editing, Copy Editing, Manuscript Editing, Document Review, Feature Writing, Grant Writing, Internet Research, Fiction Writing, poetry, Adult Education, Social Justice, Conflict Resolution, Community Organizing, Poetry, Creative Writing, Feature Articles, Manuscript, Fiction, Proofreading, Nonprofits, Publishing, Literature, Blogging, Books, Short Stories, Newspapers, Ghostwriting, Book Reviews, Magazines, Published Author, Magazine Articles, Web Content, Travel Writing, Novels, Newsletters, Ebooks, Content Writing, Content Development, Storytelling, Creative Writer, Editorial, Text Editing, Copywriting, Online Publishing, Grammar, Journalism, Publicity
Education
University of Pittsburgh 1975 — 1979
B.A., English Writing/English Literature
Angele Ellis Personal Poetry...putting life into verse. December 2012 - Present
Angele Ellis Writing and Editing September 1980 - Present
Federated Investors September 1981 - August 1984
Datacomp, Inc February 1980 - August 1981
Skills
Writing, Editing, Copy Editing, Manuscript Editing, Document Review, Feature Writing, Grant Writing, Internet Research, Fiction Writing, poetry, Adult Education, Social Justice, Conflict Resolution, Community Organizing, Poetry, Creative Writing, Feature Articles, Manuscript, Fiction, Proofreading, Nonprofits, Publishing, Literature, Blogging, Books, Short Stories, Newspapers, Ghostwriting, Book Reviews, Magazines, Published Author, Magazine Articles, Web Content, Travel Writing, Novels, Newsletters, Ebooks, Content Writing, Content Development, Storytelling, Creative Writer, Editorial, Text Editing, Copywriting, Online Publishing, Grammar, Journalism, Publicity
Education
University of Pittsburgh 1975 — 1979
B.A., English Writing/English Literature
Chris Denman Chris Denman's Federated Investors Experience September 2002 - December 2005
Job Chief Operating Officer, Devonshire REIT, Inc.
Industry Real Estate
Experience
Devonshire REIT, Inc. September 2010 - Present
TEI Charities, Inc. January 2012 - Present
Leadership Toledo July 2008 - June 2014
Huntington Insurance fka. Sky Insurance March 2006 - August 2010
Federated Investors September 2002 - December 2005
Nationwide Financial June 1999 - September 2002
Bank One 1997 - 1999
Skills
Non-profits, Investments, Alternative Investments, Insurance, Series 63, Asset Managment, Series 7, Retirement Planning
Education
The Ohio State University Fisher College of Business 1996 — 1999
BSBA, Finance
Devonshire REIT, Inc. September 2010 - Present
TEI Charities, Inc. January 2012 - Present
Leadership Toledo July 2008 - June 2014
Huntington Insurance fka. Sky Insurance March 2006 - August 2010
Federated Investors September 2002 - December 2005
Nationwide Financial June 1999 - September 2002
Bank One 1997 - 1999
Skills
Non-profits, Investments, Alternative Investments, Insurance, Series 63, Asset Managment, Series 7, Retirement Planning
Education
The Ohio State University Fisher College of Business 1996 — 1999
BSBA, Finance
Nick Melocchi Nick Melocchi's Federated Investors Experience August 1994 - March 1998
Job Owner at Nick Melocchi State Farm Insurance
Industry Insurance
Experience
Nick Melocchi - State Farm Insurance April 2011 - Present
State Farm Insurance October 2010 - April 2011
Abbott Laboratories March 2007 - October 2010
Kos Pharmaceuticals June 2005 - March 2007
Schering-Plough Pharmaceuticals March 1998 - June 2005
Federated Investors August 1994 - March 1998
Skills
Sales, Leadership, Cardiology, Pharmaceutical Sales, Life Insurance, Pharmaceutical Industry, Health Insurance, Term Life Insurance, Managed Care, Disability Insurance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Marketing
University of Pittsburgh 1990 — 1994
BA, Business / Accounting
Nick Melocchi - State Farm Insurance April 2011 - Present
State Farm Insurance October 2010 - April 2011
Abbott Laboratories March 2007 - October 2010
Kos Pharmaceuticals June 2005 - March 2007
Schering-Plough Pharmaceuticals March 1998 - June 2005
Federated Investors August 1994 - March 1998
Skills
Sales, Leadership, Cardiology, Pharmaceutical Sales, Life Insurance, Pharmaceutical Industry, Health Insurance, Term Life Insurance, Managed Care, Disability Insurance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Marketing
University of Pittsburgh 1990 — 1994
BA, Business / Accounting
Connie Chosky's Federated Investors Experience January 2000 - Present
Job Client Contract Administrator at Federated Investors
Industry Financial Services
Experience
Federated Investors January 2000 - Present
Legent May 1993 - September 1994
NCR Corporation February 1991 - February 1993
Skills
Outlook, PowerPoint, SharePoint, Microsoft Word, Data Analysis, Sales
Education
University of Pittsburgh 1982 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Federated Investors January 2000 - Present
Legent May 1993 - September 1994
NCR Corporation February 1991 - February 1993
Skills
Outlook, PowerPoint, SharePoint, Microsoft Word, Data Analysis, Sales
Education
University of Pittsburgh 1982 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Dianne Gazzam Dianne Gazzam's Federated Investors Experience January 2015 - Present
Job Project Manager at Federated Investors
Industry Financial Services
Experience
Federated Investors January 2015 - Present
BNY Mellon 2008 - 2013
BNY Mellon 2006 - 2008
BNY Mellon 1993 - 2005
BNY Mellon 1984 - 1992
Skills
Program Management..., Technical Background, Client Relations Skills, Leadership, PMP, Project Governance, PMO, Certified Project..., SDLC, Agile Project Management, Project Portfolio..., Waterfall, Release Management, Business Requirements, Software Project..., Requirements Analysis, Project Management, Risk Management, Business Analysis, Vendor Management, Financial Services
Education
University of Pittsburgh
Bachelor's degree, Computer Science
Federated Investors January 2015 - Present
BNY Mellon 2008 - 2013
BNY Mellon 2006 - 2008
BNY Mellon 1993 - 2005
BNY Mellon 1984 - 1992
Skills
Program Management..., Technical Background, Client Relations Skills, Leadership, PMP, Project Governance, PMO, Certified Project..., SDLC, Agile Project Management, Project Portfolio..., Waterfall, Release Management, Business Requirements, Software Project..., Requirements Analysis, Project Management, Risk Management, Business Analysis, Vendor Management, Financial Services
Education
University of Pittsburgh
Bachelor's degree, Computer Science
Chris Bodamer Chris Bodamer's Federated Investors Experience January 2005 - Present
Job Assistant Vice President Senior Trader High Yield and Leveraged Loans
Industry Financial Services
Experience
Federated Investors January 2005 - Present
MFS Investment Management August 2003 - December 2004
MFS Investment Management March 2002 - August 2003
MFS Investment Management August 2000 - January 2002
Skills
Fixed Income, Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg Terminal, Trading, Asset Allocation, Investment Strategies, Bonds, Investment Management, Financial Markets, Financial Services, Credit Analysis, Corporate Finance, Finance, Corporate Actions, Bloomberg, Securities, Loans
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Federated Investors January 2005 - Present
MFS Investment Management August 2003 - December 2004
MFS Investment Management March 2002 - August 2003
MFS Investment Management August 2000 - January 2002
Skills
Fixed Income, Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg Terminal, Trading, Asset Allocation, Investment Strategies, Bonds, Investment Management, Financial Markets, Financial Services, Credit Analysis, Corporate Finance, Finance, Corporate Actions, Bloomberg, Securities, Loans
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Adrian Davies Adrian Davies's Federated Investors Experience September 1999 - March 2002
Job Chief Investment Officer, Portfolio Manager
Industry Investment Management
Experience
Woodstock Corporation March 2013 - Present
Woodstock Corporation October 2003 - March 2013
Mellon Growth 2002 - 2003
Federated Investors September 1999 - March 2002
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of California, Berkeley 1987 — 1992
BA, Philosophy
Woodstock Corporation March 2013 - Present
Woodstock Corporation October 2003 - March 2013
Mellon Growth 2002 - 2003
Federated Investors September 1999 - March 2002
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Shenyin Wanguo Securities (HK) Ltd 1994 - 1997
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of California, Berkeley 1987 — 1992
BA, Philosophy
Kevin Kerby Kevin Kerby's Federated Investors Experience June 1997 - June 1999
Job Vice President, Global Sales & Marketing at WESCO Distribution
Industry Executive Office
Experience
WESCO Distribution February 2010 - Present
WESCO July 2006 - March 2010
Ariba Inc. (formerly FreeMarkets Inc.) 2004 - 2006
FreeMarkets January 2002 - 2004
FreeMarkets June 1999 - January 2002
Federated Investors June 1997 - June 1999
Skills
Pricing, New Business Development, Account Management, Sales Operations, Negotiation, Sales Management, Sales, Solution Selling, Strategy, Strategic Planning, Marketing, Salesforce.com, Business Analysis, Cross-functional Team..., Management Consulting, Supply Chain, Positioning, Executive Management, Key Account Management, Direct Sales, SaaS, Customer Retention, Business Strategy, Management, Product Marketing, Analysis, Channel Partners, Forecasting, Product Development, Product Management, Business Profitability, Leadership, Start-ups, Operations Management, Entrepreneurship, Problem Solving, Team Leadership, International Sales, Sales Process, Strategic Partnerships, Business Development, Contract Negotiation, Selling, B2B, Business Planning, CRM
Education
University of Dayton 1994 — 1997
MBA
University of Notre Dame 1987 — 1991
BS
WESCO Distribution February 2010 - Present
WESCO July 2006 - March 2010
Ariba Inc. (formerly FreeMarkets Inc.) 2004 - 2006
FreeMarkets January 2002 - 2004
FreeMarkets June 1999 - January 2002
Federated Investors June 1997 - June 1999
Skills
Pricing, New Business Development, Account Management, Sales Operations, Negotiation, Sales Management, Sales, Solution Selling, Strategy, Strategic Planning, Marketing, Salesforce.com, Business Analysis, Cross-functional Team..., Management Consulting, Supply Chain, Positioning, Executive Management, Key Account Management, Direct Sales, SaaS, Customer Retention, Business Strategy, Management, Product Marketing, Analysis, Channel Partners, Forecasting, Product Development, Product Management, Business Profitability, Leadership, Start-ups, Operations Management, Entrepreneurship, Problem Solving, Team Leadership, International Sales, Sales Process, Strategic Partnerships, Business Development, Contract Negotiation, Selling, B2B, Business Planning, CRM
Education
University of Dayton 1994 — 1997
MBA
University of Notre Dame 1987 — 1991
BS
Austin Pilz's Federated Investors Experience December 2014 - May 2015
Job Software Designer / Developer at On Time Delivery
Industry Computer & Network Security
Experience
On Time Delivery October 2014 - Present
Chartiers Valley High School March 2010 - Present
Federated Investors December 2014 - May 2015
Crown Castle May 2014 - August 2014
YouTube June 2007 - December 2013
WBGN Pittsburgh May 2013 - August 2013
Skills
Web Development, Microsoft Office, Lighting Design, Java, Leadership, Software Development, Mobile Devices, Post Production, Technical Theatre, Sound, Producing, Amazon Web Services...
Education
University of Pittsburgh 2015 — 2017
Bachelor’s Degree, Computer Science
Duquesne University 2013 — 2015
Bachelor's Degree, Computer Science
Chartiers Valley High School 2009 — 2013
On Time Delivery October 2014 - Present
Chartiers Valley High School March 2010 - Present
Federated Investors December 2014 - May 2015
Crown Castle May 2014 - August 2014
YouTube June 2007 - December 2013
WBGN Pittsburgh May 2013 - August 2013
Skills
Web Development, Microsoft Office, Lighting Design, Java, Leadership, Software Development, Mobile Devices, Post Production, Technical Theatre, Sound, Producing, Amazon Web Services...
Education
University of Pittsburgh 2015 — 2017
Bachelor’s Degree, Computer Science
Duquesne University 2013 — 2015
Bachelor's Degree, Computer Science
Chartiers Valley High School 2009 — 2013
Kim Hudak's Federated Investors Experience October 2007 - April 2010
Job Compensation Analyst III at MSA The Safety Company
Industry Mining & Metals
Experience
MSA - The Safety Company June 2014 - Present
Kennametal January 2012 - May 2014
Kennametal April 2010 - December 2012
Federated Investors October 2007 - April 2010
Carnegie Mellon University February 2001 - October 2007
Skills
PeopleSoft, SAP HR, Microsoft Excel, Hay Job Evaluation, Human Resources, Retail Management, Deferred Compensation, Job Descriptions, Management, Performance Appraisal, Incentive Programs, Executive Compensation..., Compensation & Benefit, Succession Planning, Compensation & Benefits, Performance Management, HRIS, Employee Relations, Talent Management, Onboarding, Talent Acquisition
Education
University of Pennsylvania 1987 — 1991
Bachelor's Degree, Business Administration
MSA - The Safety Company June 2014 - Present
Kennametal January 2012 - May 2014
Kennametal April 2010 - December 2012
Federated Investors October 2007 - April 2010
Carnegie Mellon University February 2001 - October 2007
Skills
PeopleSoft, SAP HR, Microsoft Excel, Hay Job Evaluation, Human Resources, Retail Management, Deferred Compensation, Job Descriptions, Management, Performance Appraisal, Incentive Programs, Executive Compensation..., Compensation & Benefit, Succession Planning, Compensation & Benefits, Performance Management, HRIS, Employee Relations, Talent Management, Onboarding, Talent Acquisition
Education
University of Pennsylvania 1987 — 1991
Bachelor's Degree, Business Administration
Cate Nied's Federated Investors Experience March 2008 - Present
Job Regional Sales Consultant
Industry Financial Services
Experience
Federated Investors March 2008 - Present
Education
University of Pittsburgh 2000 — 2004
BA
Federated Investors March 2008 - Present
Education
University of Pittsburgh 2000 — 2004
BA
Lee Scholey Lee Scholey's Federated Investors Experience January 2009 - August 2013
Job Private Investor
Industry Financial Services
Experience
Federated Investors January 2009 - August 2013
PIMCO August 1990 - March 2004
PIMCO March 1983 - March 1989
Skills
Financial Markets, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Asset Management, Mutual Funds, Investment Strategies, Bloomberg, Portfolio Management, Securities, Institutional...
Education
University of Nevada-Reno
Bachelor of Science (B.S.), Business Admin/Finance
Federated Investors January 2009 - August 2013
PIMCO August 1990 - March 2004
PIMCO March 1983 - March 1989
Skills
Financial Markets, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Asset Management, Mutual Funds, Investment Strategies, Bloomberg, Portfolio Management, Securities, Institutional...
Education
University of Nevada-Reno
Bachelor of Science (B.S.), Business Admin/Finance
Cory Citriniti Cory Citriniti's Federated Investors Experience October 2013 - Present
Job IMO Analyst
Industry Financial Services
Experience
Federated Investors October 2013 - Present
Primerica July 2011 - Present
Education
University of Pittsburgh 2011 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Federated Investors October 2013 - Present
Primerica July 2011 - Present
Education
University of Pittsburgh 2011 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Brian Vogel Brian Vogel's Federated Investors Experience January 2012 - May 2014
Job Director, BISD Investment Management Fixed Income Business Analysis at Federated Investors, Inc.
Industry Investment Management
Experience
Federated Investors, Inc. May 2014 - Present
Federated Investors January 2012 - May 2014
Bayer 2011 - January 2012
Medrad October 2009 - December 2010
Medrad February 2006 - October 2009
United States Marine Corps May 1998 - May 2005
Skills
IT Service Management, Software Project..., Data Center, Project Management, Business Process..., Vendor Management, SharePoint, Information Technology, Process Improvement, Networking, ERP, ITIL, CRM, Management, Leadership, Cross-functional Team..., Telecommunications, IT Management, IT Strategy, SDLC, Disaster Recovery, Integration, Business Process
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2010
MBA, Business Administration and Management, General
United States Naval Academy 1994 — 1998
BS, Political Science
Federated Investors, Inc. May 2014 - Present
Federated Investors January 2012 - May 2014
Bayer 2011 - January 2012
Medrad October 2009 - December 2010
Medrad February 2006 - October 2009
United States Marine Corps May 1998 - May 2005
Skills
IT Service Management, Software Project..., Data Center, Project Management, Business Process..., Vendor Management, SharePoint, Information Technology, Process Improvement, Networking, ERP, ITIL, CRM, Management, Leadership, Cross-functional Team..., Telecommunications, IT Management, IT Strategy, SDLC, Disaster Recovery, Integration, Business Process
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2010
MBA, Business Administration and Management, General
United States Naval Academy 1994 — 1998
BS, Political Science
Amanda Beamon Amanda Beamon's Federated Investors Experience March 1996 - December 1997
Job Senior Corporate Counsel at Industrial Scientific Corporation
Industry Electrical/Electronic Manufacturing
Experience
Industrial Scientific Corporation Corporate Secretary, Deputy General Counsel Securities, Global Supply ChainH.J.Heinz CompanyJune 2013 - March 2015
H.J. Heinz Company September 2011 - June 2013
H.J. Heinz Company July 2011 - September 2011
H.J. Heinz Company September 2009 - July 2011
H.J. Heinz September 2002 - September 2009
H.J. Heinz Company December 2001 - September 2002
Federated Investors, Inc. May 1998 - December 2001
Federated Investors March 1996 - December 1997
Japan Department of Education August 1994 - August 1995
Bell Gully April 1993 - August 1994
Skills
Japanese, French, Spanish, Intellectual Property, Mergers, Contract Negotiation, Corporate Law, Due Diligence, Compliance, Licensing, International Law, Risk Management, Social Media, Advertising, Joint Ventures, Antitrust, FCPA, Mergers & Acquisitions, Consumer Products, Legal Advice, Cross-functional Team..., Commercial Litigation, Corporate Governance, Management, Trademarks, Contract Law, Legal Compliance, Privacy Law, Competition Law, Copyright Law, Employment Law, Leadership, Legal Assistance, Litigation
Education
University of Miami 2011 — 2011
University of Pittsburgh 1997 — 1998
LLM (Magna cum Laude)
University of Auckland
Profs
University of Otago
BA
University of Otago
LLB
Industrial Scientific Corporation Corporate Secretary, Deputy General Counsel Securities, Global Supply ChainH.J.Heinz CompanyJune 2013 - March 2015
H.J. Heinz Company September 2011 - June 2013
H.J. Heinz Company July 2011 - September 2011
H.J. Heinz Company September 2009 - July 2011
H.J. Heinz September 2002 - September 2009
H.J. Heinz Company December 2001 - September 2002
Federated Investors, Inc. May 1998 - December 2001
Federated Investors March 1996 - December 1997
Japan Department of Education August 1994 - August 1995
Bell Gully April 1993 - August 1994
Skills
Japanese, French, Spanish, Intellectual Property, Mergers, Contract Negotiation, Corporate Law, Due Diligence, Compliance, Licensing, International Law, Risk Management, Social Media, Advertising, Joint Ventures, Antitrust, FCPA, Mergers & Acquisitions, Consumer Products, Legal Advice, Cross-functional Team..., Commercial Litigation, Corporate Governance, Management, Trademarks, Contract Law, Legal Compliance, Privacy Law, Competition Law, Copyright Law, Employment Law, Leadership, Legal Assistance, Litigation
Education
University of Miami 2011 — 2011
University of Pittsburgh 1997 — 1998
LLM (Magna cum Laude)
University of Auckland
Profs
University of Otago
BA
University of Otago
LLB
Christine He Christine He's Federated Investors Experience August 2004 - June 2005
Job Project Manager
Industry Marketing and Advertising
Experience
ARAMARK August 2007 - Present
ARAMARK July 2005 - August 2007
Federated Investors August 2004 - June 2005
Federated Investors August 2003 - August 2004
McKesson Automation July 2002 - August 2003
Education
University of Pittsburgh 1998 — 2002
BA, Business, Communications and International Studies
ARAMARK August 2007 - Present
ARAMARK July 2005 - August 2007
Federated Investors August 2004 - June 2005
Federated Investors August 2003 - August 2004
McKesson Automation July 2002 - August 2003
Education
University of Pittsburgh 1998 — 2002
BA, Business, Communications and International Studies
Leonard Aronson Leonard Aronson's Federated Investors Experience September 2014 - December 2014
Job Student at University of Pittsburgh
Industry Computer Software
Experience
Federated Investors September 2014 - December 2014
HeyWire May 2013 - August 2013
Education
University of Pittsburgh 2011 — 2015
Bachelor of Engineering (B.E.), Computer Engineering
Federated Investors September 2014 - December 2014
HeyWire May 2013 - August 2013
Education
University of Pittsburgh 2011 — 2015
Bachelor of Engineering (B.E.), Computer Engineering
Dean Bursic Dean Bursic's Federated Investors Experience May 2008 - August 2008
Job Senior IT Systems Analyst at Highmark
Industry Information Technology and Services
Experience
Highmark Inc. February 2012 - Present
Microbac Laboratories, Inc. May 2009 - February 2012
Lantek Computer Services - UPMC Contract March 2009 - May 2009
University of Pittsburgh August 2007 - December 2008
Federated Investors May 2008 - August 2008
Allegheny Valley School District June 2007 - August 2007
University Of Pittsburgh August 2006 - December 2006
Glens Frozen Custard March 2001 - July 2006
Skills
SharePoint, Analysis, Databases, SQL, Active Directory, Microsoft Office, Troubleshooting, Access, Process Improvement, Business Analysis, Project Management, Operating Systems, Windows, Visual Basic, Technical Writing, Database Administration, Windows Server, Microsoft Excel, Budgets, Computer Hardware, Word, Problem Solving, Excel, Budgeting, SQL Server, Photoshop, Outlook, Teamwork, Product Management, RUP Methodologies, PCI Standards, NELAC, Billing Systems, Health Care Systems, Customer Portal
Education
University of Pittsburgh 2004 — 2008
Bachelors, Computer Science/ Mathemetics
Springdale Junior Senior High School
Highmark Inc. February 2012 - Present
Microbac Laboratories, Inc. May 2009 - February 2012
Lantek Computer Services - UPMC Contract March 2009 - May 2009
University of Pittsburgh August 2007 - December 2008
Federated Investors May 2008 - August 2008
Allegheny Valley School District June 2007 - August 2007
University Of Pittsburgh August 2006 - December 2006
Glens Frozen Custard March 2001 - July 2006
Skills
SharePoint, Analysis, Databases, SQL, Active Directory, Microsoft Office, Troubleshooting, Access, Process Improvement, Business Analysis, Project Management, Operating Systems, Windows, Visual Basic, Technical Writing, Database Administration, Windows Server, Microsoft Excel, Budgets, Computer Hardware, Word, Problem Solving, Excel, Budgeting, SQL Server, Photoshop, Outlook, Teamwork, Product Management, RUP Methodologies, PCI Standards, NELAC, Billing Systems, Health Care Systems, Customer Portal
Education
University of Pittsburgh 2004 — 2008
Bachelors, Computer Science/ Mathemetics
Springdale Junior Senior High School
Ed Lettieri's Federated Investors Experience December 1989 - March 2004
Job VPTerritory sales at American Century Investments
Industry Financial Services
Experience
American Century Investments October 2008 - Present
Invesco/AIM April 2004 - October 2008
Federated Investors December 1989 - March 2004
Federated Investors, Inc. October 1995 - April 2000
Skills
Public Speaking, Series 7, Mutual Funds, Series 63, Series 6, Asset Allocation, Retirement Planning, Alternative Investments, Investments, 401k, Wealth Management, Investment Advisory, Strategic Planning, Non-profit Leadership, Financial Literacy..., Event Planning, Retirement, Financial Services, Separately Managed..., Uniform Combined State..., Investment Strategies, Series 65, ETFs, Investment Management, FINRA, Securities, Financial Advisory
Education
Leadership Pittsburgh XXIX 2012 — 2013
University of Pittsburgh 1987 — 1991
History
McKeesport Central Catholic 1975 — 1983
American Century Investments October 2008 - Present
Invesco/AIM April 2004 - October 2008
Federated Investors December 1989 - March 2004
Federated Investors, Inc. October 1995 - April 2000
Skills
Public Speaking, Series 7, Mutual Funds, Series 63, Series 6, Asset Allocation, Retirement Planning, Alternative Investments, Investments, 401k, Wealth Management, Investment Advisory, Strategic Planning, Non-profit Leadership, Financial Literacy..., Event Planning, Retirement, Financial Services, Separately Managed..., Uniform Combined State..., Investment Strategies, Series 65, ETFs, Investment Management, FINRA, Securities, Financial Advisory
Education
Leadership Pittsburgh XXIX 2012 — 2013
University of Pittsburgh 1987 — 1991
History
McKeesport Central Catholic 1975 — 1983
Bryan Burke Bryan Burke's Federated Investors Experience January 2002 - Present
Job Senior Vice President at Federated Investors
Industry Financial Services
Experience
Federated Investors January 2002 - Present
Merrill Lynch September 1995 - December 2001
Sigma Phi Epsilon June 1994 - June 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Investments, 401k, Strategic Financial..., Equities, Hedge Funds, Retirement Planning, Retirement, Securities, Alternative Investments
Education
University of Oklahoma 1990 — 1994
Business, Accounting
Federated Investors January 2002 - Present
Merrill Lynch September 1995 - December 2001
Sigma Phi Epsilon June 1994 - June 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Investments, 401k, Strategic Financial..., Equities, Hedge Funds, Retirement Planning, Retirement, Securities, Alternative Investments
Education
University of Oklahoma 1990 — 1994
Business, Accounting
Amanda James Amanda James's Federated Investors Experience January 2011 - December 2012
Job Proposal Coordinator at SWCA
Industry Writing and Editing
Experience
SWCA Environmental Consultants May 2015 - Present
Bombardier Transportation November 2012 - May 2015
Federated Investors January 2011 - December 2012
American Economic Association November 2007 - January 2011
Chatham University 2006 - 2007
Carlow University 2006 - 2007
Skills
Editing, Proofreading, Copy Editing, Technical Writing, Creative Writing, Proposal Writing, Poetry, Editorial, Publications, Blogging, Writing, Copywriting, Web Content, Research, Communications Writing, Judo, Resume Writing, Proposal Production, Corporate Communications, SharePoint, Writing Skills, Financial Writing, Journalism, Marketing Strategy, English, Academic Editing, Newsletter Writing, Content Creation, Creative Strategy, Creative Problem Solving, Freelance Writing, Content Strategy, End User Training, End User Support, Creative Concept..., Writing For The Web, Process Improvement, Newsletters
Education
University of Pittsburgh 2002 — 2006
BA, English, Writing, History
Greensburg Salem High School 1999 — 2002
Valley School of Ligonier 1989 — 1999
SWCA Environmental Consultants May 2015 - Present
Bombardier Transportation November 2012 - May 2015
Federated Investors January 2011 - December 2012
American Economic Association November 2007 - January 2011
Chatham University 2006 - 2007
Carlow University 2006 - 2007
Skills
Editing, Proofreading, Copy Editing, Technical Writing, Creative Writing, Proposal Writing, Poetry, Editorial, Publications, Blogging, Writing, Copywriting, Web Content, Research, Communications Writing, Judo, Resume Writing, Proposal Production, Corporate Communications, SharePoint, Writing Skills, Financial Writing, Journalism, Marketing Strategy, English, Academic Editing, Newsletter Writing, Content Creation, Creative Strategy, Creative Problem Solving, Freelance Writing, Content Strategy, End User Training, End User Support, Creative Concept..., Writing For The Web, Process Improvement, Newsletters
Education
University of Pittsburgh 2002 — 2006
BA, English, Writing, History
Greensburg Salem High School 1999 — 2002
Valley School of Ligonier 1989 — 1999
Jessica Kovacs Jessica Kovacs's Federated Investors Experience 2007 - 2010
Job Communications Professional Seeking Opportunities
Industry Public Relations and Communications
Experience
Samuel Baron Clothiers July 2014 - March 2015
The New App for Making It In America Project June 2013 - July 2014
University of Pittsburgh August 2012 - March 2013
Federated Investors 2007 - 2010
UPMC January 2006 - August 2007
University of Pittsburgh - Center for Research on Healthcare September 2003 - January 2006
University of Pittsburgh Physicians December 2001 - August 2003
PPG Industries June 2001 - November 2001
UPMC/Western Psychiatric Institute and Clinic May 1998 - June 2001
Magnet Communications August 2000 - December 2000
Skills
Blogging, Social Media, Newsletters, WordPress, Editing, Event Management, Corporate Communications, Project Coordination, Internal Communications, Event Planning, Constant Contact, Conflict Resolution, Web Content Management, Pinterest, Twitter, Eventbrite, Staff Education, Basecamp, Newsletter Writing, Writing, InDesign, Client Communication, Investor Relations, Patient Advocacy, Public Speaking, Social Networking, Research
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communications
Woodland Hills High School 1993 — 1996
Samuel Baron Clothiers July 2014 - March 2015
The New App for Making It In America Project June 2013 - July 2014
University of Pittsburgh August 2012 - March 2013
Federated Investors 2007 - 2010
UPMC January 2006 - August 2007
University of Pittsburgh - Center for Research on Healthcare September 2003 - January 2006
University of Pittsburgh Physicians December 2001 - August 2003
PPG Industries June 2001 - November 2001
UPMC/Western Psychiatric Institute and Clinic May 1998 - June 2001
Magnet Communications August 2000 - December 2000
Skills
Blogging, Social Media, Newsletters, WordPress, Editing, Event Management, Corporate Communications, Project Coordination, Internal Communications, Event Planning, Constant Contact, Conflict Resolution, Web Content Management, Pinterest, Twitter, Eventbrite, Staff Education, Basecamp, Newsletter Writing, Writing, InDesign, Client Communication, Investor Relations, Patient Advocacy, Public Speaking, Social Networking, Research
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communications
Woodland Hills High School 1993 — 1996
Samuel McGowen, CIMA®'s Federated Investors Experience July 2014 - Present
Job Northwest / Mountain Region Managed Account Specialist
Industry Financial Services
Experience
Federated Investors July 2014 - Present
Federated Investors September 2010 - July 2014
State Street Global Services September 2008 - September 2010
Hewlett-Packard June 2003 - August 2008
Enterprise Rent-A-Car May 2007 - May 2008
University of New Hampshire February 2006 - May 2008
Skills
Cold Calling, Loans, Financial Modeling, Fixed Income, Finance, Financial Analysis, Separately Managed..., Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Investment Management, Investor Relations, Equities, Asset Managment, Asset Allocation, Financial Services, Inside Sales, Sales, Series 63, Sales Process, Wealth Management, Investments, Computer Hardware, Access, Securities, Strategic Financial..., Investment Strategies, Financial Markets, Valuation, Microsoft Excel, Bonds, Capital Markets, Investment Advisory, FINRA, Financial Advisory, PowerPoint, Fund Accounting, Economics
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Business Administration, Finance
Federated Investors July 2014 - Present
Federated Investors September 2010 - July 2014
State Street Global Services September 2008 - September 2010
Hewlett-Packard June 2003 - August 2008
Enterprise Rent-A-Car May 2007 - May 2008
University of New Hampshire February 2006 - May 2008
Skills
Cold Calling, Loans, Financial Modeling, Fixed Income, Finance, Financial Analysis, Separately Managed..., Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Investment Management, Investor Relations, Equities, Asset Managment, Asset Allocation, Financial Services, Inside Sales, Sales, Series 63, Sales Process, Wealth Management, Investments, Computer Hardware, Access, Securities, Strategic Financial..., Investment Strategies, Financial Markets, Valuation, Microsoft Excel, Bonds, Capital Markets, Investment Advisory, FINRA, Financial Advisory, PowerPoint, Fund Accounting, Economics
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Business Administration, Finance
Julian Hoberman Julian Hoberman's Federated Investors Experience June 2009 - September 2009
Job Commodity & Structured Trade
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation September 2015 - Present
Sumitomo Mitsui Banking Corporation October 2014 - Present
PNC August 2011 - September 2014
University of Delaware September 2010 - May 2011
SePyME - Ministerio de Industria June 2010 - September 2010
Federated Investors June 2009 - September 2009
Skills
Spanish, Financial Analysis, Trade Finance, Banking, Finance, Microsoft Office
Education
University of Delaware 2007 — 2011
B.S, Finance, International Business
Sumitomo Mitsui Banking Corporation September 2015 - Present
Sumitomo Mitsui Banking Corporation October 2014 - Present
PNC August 2011 - September 2014
University of Delaware September 2010 - May 2011
SePyME - Ministerio de Industria June 2010 - September 2010
Federated Investors June 2009 - September 2009
Skills
Spanish, Financial Analysis, Trade Finance, Banking, Finance, Microsoft Office
Education
University of Delaware 2007 — 2011
B.S, Finance, International Business
Steve Elder, CRC® Steve Elder, CRC®'s Federated Investors Experience 1997 - 2001
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Brian McInis Brian McInis's Federated Investors Experience July 2007 - Present
Job Vice President External Sales with Federated Securities Corp
Industry Financial Services
Experience
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
Dawn Peterson Dawn Peterson's Federated Investors Experience 2000 - 2002
Job Assistant Vice President, Senior Instructional Designer at Citizens Bank
Industry Law Practice
Experience
Citizens Bank March 2014 - Present
RBS Citizens Group January 2013 - March 2014
Ropes & Gray LLP February 2004 - August 2012
Ropes & Gray LLP February 2002 - February 2004
Federated Investors 2000 - 2002
Bristol Community College 2000 - 2002
Tabor Academy August 1999 - June 2000
Skills
Technical Training, E-learning Development, Graphics Production, Video Conferencing, Tandberg, Multimedia Project..., Blended Learning..., Integrated Design, Training Guides, Experiential Learning, Culture Assessment, High Performance Teams, Effective Meetings, Meeting Planning, Event Planning, On-site Support, Event Management, Conference Management, Speaker Management, Facilities Management, Facilities Planning, Fit/Gap Analysis, Customer Service, Call Center Development, Needs Analysis, Assessment, Evaluation, Technology Evaluation, Process Improvement, Business Process Design, Process Mapping, Mind Mapping, Needs Assessment, Learning Objects, Scheduling Software, Catering Sales, Kitchen Operations, Facility Design, Issues Management, Public Relations, Technology Needs..., E-Learning, Project Management, Help Desk Support, Management, Program Management, Training, Leadership, Instructional Design
Education
University of Massachusetts Dartmouth 1998 — 2000
Masters, Educational Technology/Art Education
University of Massachusetts Dartmouth 1992 — 1997
Bachelor of Fine Arts (B.F.A.), Photographic Electronic Imaging
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Fine Arts (B.F.A.), Graphic Design
Citizens Bank March 2014 - Present
RBS Citizens Group January 2013 - March 2014
Ropes & Gray LLP February 2004 - August 2012
Ropes & Gray LLP February 2002 - February 2004
Federated Investors 2000 - 2002
Bristol Community College 2000 - 2002
Tabor Academy August 1999 - June 2000
Skills
Technical Training, E-learning Development, Graphics Production, Video Conferencing, Tandberg, Multimedia Project..., Blended Learning..., Integrated Design, Training Guides, Experiential Learning, Culture Assessment, High Performance Teams, Effective Meetings, Meeting Planning, Event Planning, On-site Support, Event Management, Conference Management, Speaker Management, Facilities Management, Facilities Planning, Fit/Gap Analysis, Customer Service, Call Center Development, Needs Analysis, Assessment, Evaluation, Technology Evaluation, Process Improvement, Business Process Design, Process Mapping, Mind Mapping, Needs Assessment, Learning Objects, Scheduling Software, Catering Sales, Kitchen Operations, Facility Design, Issues Management, Public Relations, Technology Needs..., E-Learning, Project Management, Help Desk Support, Management, Program Management, Training, Leadership, Instructional Design
Education
University of Massachusetts Dartmouth 1998 — 2000
Masters, Educational Technology/Art Education
University of Massachusetts Dartmouth 1992 — 1997
Bachelor of Fine Arts (B.F.A.), Photographic Electronic Imaging
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Fine Arts (B.F.A.), Graphic Design
John Shrewsbury John Shrewsbury's Federated Investors Experience May 2015 - Present
Job Vice President, Sr Retirement Consultant
Industry Financial Services
Experience
Federated Investors May 2015 - Present
Sentinel Investments November 2012 - May 2015
Aegos Financial, Inc. May 2012 - November 2012
RJF Financial Services September 2006 - May 2012
US Air Force Academy March 2000 - May 2011
Foster Klima & Co. March 2004 - September 2006
USAF June 1989 - March 2004
Skills
Qualified Retirement..., Retirement Plan..., Series 6, Series 63, Defined Contribution, Process Improvement, Operational Planning, Sales Operations, Sales Management, Development Of Employees, Program Management, DoD, Air Force, National Security, Command, Aviation, Government Contracting, Tactics, Top Secret, Leadership, Retirement, Defense, Intelligence, Mutual Funds, Cross-functional Team..., Organizational..., Operations Management, Leadership Development, Aircraft, Military Experience, Asset Management, Strategic Leadership, Pensions, Security Clearance, Flight Safety, Weapons, Military, Intelligence Analysis, Military Operations, Team Building, Retirement Planning, Aerospace, Government, Flights, Asset Allocation, Risk Management, Homeland Security, 401k
Education
United States Air Force Academy 1985 — 1989
BS, Civil Engineering
Columbia Heights High School 1982 — 1985
Federated Investors May 2015 - Present
Sentinel Investments November 2012 - May 2015
Aegos Financial, Inc. May 2012 - November 2012
RJF Financial Services September 2006 - May 2012
US Air Force Academy March 2000 - May 2011
Foster Klima & Co. March 2004 - September 2006
USAF June 1989 - March 2004
Skills
Qualified Retirement..., Retirement Plan..., Series 6, Series 63, Defined Contribution, Process Improvement, Operational Planning, Sales Operations, Sales Management, Development Of Employees, Program Management, DoD, Air Force, National Security, Command, Aviation, Government Contracting, Tactics, Top Secret, Leadership, Retirement, Defense, Intelligence, Mutual Funds, Cross-functional Team..., Organizational..., Operations Management, Leadership Development, Aircraft, Military Experience, Asset Management, Strategic Leadership, Pensions, Security Clearance, Flight Safety, Weapons, Military, Intelligence Analysis, Military Operations, Team Building, Retirement Planning, Aerospace, Government, Flights, Asset Allocation, Risk Management, Homeland Security, 401k
Education
United States Air Force Academy 1985 — 1989
BS, Civil Engineering
Columbia Heights High School 1982 — 1985
Jeff Steltzer Jeff Steltzer's Federated Investors Experience June 2002 - August 2002
Job Director, Conflict of Interest Management at Georgia Institute of Technology
Industry Research
Experience
Georgia Institute of Technology October 2010 - Present
Emory University November 2008 - January 2011
Emory University School of Medicine Dean's Office August 2006 - October 2008
Seacrest, Karesh, Tate, and Bicknese June 2005 - February 2006
Emory University School of Medicine, Department of Pathology and Laboratory Medicine October 2002 - May 2005
Federated Investors June 2002 - August 2002
Skills
Legal Research, Litigation, Policy Analysis, Policy, Civil Litigation, Program Management, Research, Westlaw, Personal Injury, Contract Management, Access, Lexis, Leadership, Training, Higher Education, Data Analysis, Public Speaking, Strategic Planning, Management, Nonprofits
Education
Mercer University School of Law 2003 — 2005
Juris Doctor, 2005
University of Pittsburgh 1992 — 1996
Bachelor of Science, Ecology and Evolution
Susquehannock Senior High School 1988 — 1992
High School Diploma
Georgia Institute of Technology October 2010 - Present
Emory University November 2008 - January 2011
Emory University School of Medicine Dean's Office August 2006 - October 2008
Seacrest, Karesh, Tate, and Bicknese June 2005 - February 2006
Emory University School of Medicine, Department of Pathology and Laboratory Medicine October 2002 - May 2005
Federated Investors June 2002 - August 2002
Skills
Legal Research, Litigation, Policy Analysis, Policy, Civil Litigation, Program Management, Research, Westlaw, Personal Injury, Contract Management, Access, Lexis, Leadership, Training, Higher Education, Data Analysis, Public Speaking, Strategic Planning, Management, Nonprofits
Education
Mercer University School of Law 2003 — 2005
Juris Doctor, 2005
University of Pittsburgh 1992 — 1996
Bachelor of Science, Ecology and Evolution
Susquehannock Senior High School 1988 — 1992
High School Diploma
Kay Castille's Federated Investors Experience February 2015 - Present
Job Infrastructure Project Manager at Federated Investors
Industry Information Technology and Services
Experience
Federated Investors February 2015 - Present
Giant Eagle via Consult USA March 2014 - December 2014
CVS Caremark Corporation August 2013 - March 2014
Federated Investors, Inc. December 2012 - August 2013
Duquesne Light Company October 2012 - November 2012
Celerity @ Highmark May 2012 - October 2012
Integrated Strategies and Solutions July 2010 - March 2012
Consult USA February 2008 - July 2010
Agape Books & Gifts 2005 - 2010
Allegheny Energy 1993 - 2005
Skills
Program Management, SDLC, Business Process, Project Management, Visio, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Software Project..., Process Improvement, Management, SharePoint, PMO, Business Process..., Integration, Software Documentation, Business Requirements, IT Management, Analysis, Business Intelligence, MS Project, Vendor Management, Project Portfolio..., Systems Analysis, Disaster Recovery, Software Configuration..., Project Planning, Telecommunications, Testing, Oracle, Change Management, Cloud Computing, Quality Assurance, Team Leadership, Cross-functional Team..., Software Development, COBOL, User Acceptance Testing, SQL, IT Service Management, .NET, CICS, Microsoft SQL Server, Six Sigma, JCL, Agile Methodologies, ERP, ITIL, VSAM
Education
Thiel College 1979 — 1981
applied science, Computer Programming
Federated Investors February 2015 - Present
Giant Eagle via Consult USA March 2014 - December 2014
CVS Caremark Corporation August 2013 - March 2014
Federated Investors, Inc. December 2012 - August 2013
Duquesne Light Company October 2012 - November 2012
Celerity @ Highmark May 2012 - October 2012
Integrated Strategies and Solutions July 2010 - March 2012
Consult USA February 2008 - July 2010
Agape Books & Gifts 2005 - 2010
Allegheny Energy 1993 - 2005
Skills
Program Management, SDLC, Business Process, Project Management, Visio, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Software Project..., Process Improvement, Management, SharePoint, PMO, Business Process..., Integration, Software Documentation, Business Requirements, IT Management, Analysis, Business Intelligence, MS Project, Vendor Management, Project Portfolio..., Systems Analysis, Disaster Recovery, Software Configuration..., Project Planning, Telecommunications, Testing, Oracle, Change Management, Cloud Computing, Quality Assurance, Team Leadership, Cross-functional Team..., Software Development, COBOL, User Acceptance Testing, SQL, IT Service Management, .NET, CICS, Microsoft SQL Server, Six Sigma, JCL, Agile Methodologies, ERP, ITIL, VSAM
Education
Thiel College 1979 — 1981
applied science, Computer Programming
Maureen Kohnen Maureen Kohnen's Federated Investors Experience January 2011 - December 2011
Job Associate Marketing at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. December 2011 - Present
Federated Investors January 2011 - December 2011
University of Dayton August 2008 - May 2010
University of Dayton August 2003 - May 2008
Delphi Corporation May 2006 - August 2006
Skills
Marketing Communications, Marketing, Customer Service, Leadership, Microsoft Excel, PowerPoint, Event Planning
Education
University of Dayton 2003 — 2010
Masters of Arts, Communication
University of Dayton 2003 — 2010
Bachelor of Arts, Psychology
Archbishop Alter 1999 — 2003
Archbishop Alter
Diamond Hill Capital Management, Inc. December 2011 - Present
Federated Investors January 2011 - December 2011
University of Dayton August 2008 - May 2010
University of Dayton August 2003 - May 2008
Delphi Corporation May 2006 - August 2006
Skills
Marketing Communications, Marketing, Customer Service, Leadership, Microsoft Excel, PowerPoint, Event Planning
Education
University of Dayton 2003 — 2010
Masters of Arts, Communication
University of Dayton 2003 — 2010
Bachelor of Arts, Psychology
Archbishop Alter 1999 — 2003
Archbishop Alter
Tom Marik Tom Marik's Federated Investors Experience 2008 - Present
Job Regional Sales Consultant at Federated Investors
Industry Financial Services
Experience
Federated Investors 2008 - Present
Claymore Securities July 2007 - April 2008
Invesco Aim April 2003 - July 2007
Invesco Aim September 1998 - April 2003
City of Houston September 1997 - September 1998
Adirondack Lumberjacks June 1997 - September 1997
Skills
Mutual Funds, Series 7, Investments, Securities, Public Speaking
Education
University of Houston 1995 — 1999
BS, Sociology Finance
Galveston College 1993 — 1995
AA, General
Federated Investors 2008 - Present
Claymore Securities July 2007 - April 2008
Invesco Aim April 2003 - July 2007
Invesco Aim September 1998 - April 2003
City of Houston September 1997 - September 1998
Adirondack Lumberjacks June 1997 - September 1997
Skills
Mutual Funds, Series 7, Investments, Securities, Public Speaking
Education
University of Houston 1995 — 1999
BS, Sociology Finance
Galveston College 1993 — 1995
AA, General
Caroline Polena Caroline Polena's Federated Investors Experience October 2011 - Present
Job Marketing Specialist at Federated Investors
Industry Investment Banking
Experience
Federated Investors October 2011 - Present
Federated Investors August 2008 - October 2011
American Council of Life Insurers May 2006 - July 2008
SingleSource Property Solutions LLC January 2005 - May 2006
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Investments, Marketing, Event Planning, Project Management, Microsoft Office, Financial Services, Newsletters, Social Media, Microsoft Excel
Education
The Ohio State University 1999 — 2003
•Bachelor of Arts, Public Affairs Journalism
Federated Investors October 2011 - Present
Federated Investors August 2008 - October 2011
American Council of Life Insurers May 2006 - July 2008
SingleSource Property Solutions LLC January 2005 - May 2006
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Investments, Marketing, Event Planning, Project Management, Microsoft Office, Financial Services, Newsletters, Social Media, Microsoft Excel
Education
The Ohio State University 1999 — 2003
•Bachelor of Arts, Public Affairs Journalism
Erik Zettelmayer Erik Zettelmayer's Federated Investors Experience June 1997 - Present
Job VP & Atlantic Regional Sales Manager at Federated Investors in Pittsburgh, PA
Industry Financial Services
Experience
Federated Investors June 1997 - Present
PNC Capital Markets January 1992 - June 1997
Education
University of Dayton 1987 — 1991
Federated Investors June 1997 - Present
PNC Capital Markets January 1992 - June 1997
Education
University of Dayton 1987 — 1991
Kevin Stutz Kevin Stutz's Federated Investors Experience June 2002 - August 2006
Job Sales Consultant | Wholesaler
Industry Financial Services
Experience
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Katherine Borrelli's Federated Investors Experience May 2015 - Present
Job Institutional Marketing Intern at Federated Investors
Industry Marketing and Advertising
Experience
Federated Investors May 2015 - Present
Kappa Delta Sorority December 2014 - Present
UK Athletics Marketing August 2014 - Present
ADORE INC June 2014 - August 2014
Skills
Marketing, Marketing Communications, Social Media, Communication, Press Releases, Event Planning, Leadership, Social Networking, Time Management
Education
University of Kentucky 2013 — 2017
Marketing
Mt. Lebanon High School 2009 — 2013
Federated Investors May 2015 - Present
Kappa Delta Sorority December 2014 - Present
UK Athletics Marketing August 2014 - Present
ADORE INC June 2014 - August 2014
Skills
Marketing, Marketing Communications, Social Media, Communication, Press Releases, Event Planning, Leadership, Social Networking, Time Management
Education
University of Kentucky 2013 — 2017
Marketing
Mt. Lebanon High School 2009 — 2013
Dan Fiorenzo's Federated Investors Experience December 2008 - Present
Job Performance and Risk Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors December 2008 - Present
PNC Financial Services Group May 2006 - December 2008
Skills
Equities, Bloomberg
Education
University of Pittsburgh 2002 — 2006
BSBA, Finance
Federated Investors December 2008 - Present
PNC Financial Services Group May 2006 - December 2008
Skills
Equities, Bloomberg
Education
University of Pittsburgh 2002 — 2006
BSBA, Finance
Kenneth Hightower Kenneth Hightower's Federated Investors Experience 2003 - 2007
Job Director Quantitative Research and Risk Mgmt at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners March 2007 - Present
Federated Investors 2003 - 2007
Skills
Quantitative Research, Bloomberg, Hedge Funds, Equities, Alternative Investments, Valuation, Fixed Income, Equity Research, Asset Management, Private Equity, Portfolio Management, Quantitative Analytics, Derivatives
Education
University of North Carolina at Chapel Hill 1989 — 2002
Epoch Investment Partners March 2007 - Present
Federated Investors 2003 - 2007
Skills
Quantitative Research, Bloomberg, Hedge Funds, Equities, Alternative Investments, Valuation, Fixed Income, Equity Research, Asset Management, Private Equity, Portfolio Management, Quantitative Analytics, Derivatives
Education
University of North Carolina at Chapel Hill 1989 — 2002
Jay Mitchell, CFA Jay Mitchell, CFA's Federated Investors Experience August 2002 - May 2007
Job Vice President at Capital Group
Industry Financial Services
Experience
Capital Group February 2014 - Present
Capital Group May 2007 - February 2014
Federated Investors August 2002 - May 2007
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Asset Allocation, 401k, Wealth Management, Portfolio Management, Public Speaking, Series 66, Chartered Financial...
Education
University of Mississippi 1998 — 2002
Bachelor of Business Administration, Managerial Finance
Capital Group February 2014 - Present
Capital Group May 2007 - February 2014
Federated Investors August 2002 - May 2007
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Asset Allocation, 401k, Wealth Management, Portfolio Management, Public Speaking, Series 66, Chartered Financial...
Education
University of Mississippi 1998 — 2002
Bachelor of Business Administration, Managerial Finance
Nathan Nassif's Federated Investors Experience July 1996 - February 1998
Job Director of Advisory Program Management at First Investors
Industry Financial Services
Experience
First Investors March 2013 - Present
Paladin Financial Advisory Group August 2012 - March 2013
Markov Processes International (MPI) February 2003 - July 2012
Prudential Financial December 2000 - February 2003
Prudential Financial February 1998 - December 2000
Federated Investors July 1996 - February 1998
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation
Education
University of Kansas 1993 — 1995
Economics
Shady Side Academy
First Investors March 2013 - Present
Paladin Financial Advisory Group August 2012 - March 2013
Markov Processes International (MPI) February 2003 - July 2012
Prudential Financial December 2000 - February 2003
Prudential Financial February 1998 - December 2000
Federated Investors July 1996 - February 1998
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation
Education
University of Kansas 1993 — 1995
Economics
Shady Side Academy
Kevin McCloskey Kevin McCloskey's Federated Investors Experience July 1999 - August 2008
Job Senior Managing Director PPM America
Industry Investment Management
Experience
PPM America September 2008 - Present
Federated Investors July 1999 - August 2008
Killian Asset Management January 1994 - July 1999
United States Air Force January 1989 - January 1994
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Mutual Funds, Valuation, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
University of Dayton 1989 — 1992
MBA
University of Notre Dame 1984 — 1988
BS, Aerospace Engineering
PPM America September 2008 - Present
Federated Investors July 1999 - August 2008
Killian Asset Management January 1994 - July 1999
United States Air Force January 1989 - January 1994
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Mutual Funds, Valuation, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
University of Dayton 1989 — 1992
MBA
University of Notre Dame 1984 — 1988
BS, Aerospace Engineering
Henry Jasiewicz Henry Jasiewicz's Federated Investors Experience March 2004 - February 2010
Job VP Capital Markets Trading Floor Applications at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2010 - Present
Federated Investors March 2004 - February 2010
PNC Advisors July 2002 - March 2004
Federated Investors May 1998 - July 2002
Federated Investors May 1995 - May 1998
Skills
Vendor Management, Trading Systems, SDLC, Requirements Gathering, Fixed Income, Integration, Equities, Business Process, CRM, Business Analysis, Bloomberg, Financial Services, Capital Markets, Analysis, Trading, Management
Education
University of Pittsburgh 1990 — 1994
Bachelor of Science, Business/Accounting – Concentration in Business Management and Accounting
BNY Mellon March 2010 - Present
Federated Investors March 2004 - February 2010
PNC Advisors July 2002 - March 2004
Federated Investors May 1998 - July 2002
Federated Investors May 1995 - May 1998
Skills
Vendor Management, Trading Systems, SDLC, Requirements Gathering, Fixed Income, Integration, Equities, Business Process, CRM, Business Analysis, Bloomberg, Financial Services, Capital Markets, Analysis, Trading, Management
Education
University of Pittsburgh 1990 — 1994
Bachelor of Science, Business/Accounting – Concentration in Business Management and Accounting
Chris Ricciardi's Federated Investors Experience October 2004 - August 2007
Job
Industry Financial Services
Experience
Ariba August 2007 - May 2009
Federated Investors October 2004 - August 2007
Mellon Financial August 2001 - October 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
Masters in Business Administration
University of Pittsburgh 1997 — 2001
Bachelors of Science in Business Administration
Ariba August 2007 - May 2009
Federated Investors October 2004 - August 2007
Mellon Financial August 2001 - October 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
Masters in Business Administration
University of Pittsburgh 1997 — 2001
Bachelors of Science in Business Administration
Jon McClain's Federated Investors Experience August 2007 - March 2012
Job Lead Technical Specialist at Federated MDT Advisers
Industry Information Technology and Services
Experience
Federated MDT Advisers March 2012 - Present
Federated Investors August 2007 - March 2012
John Hancock November 2004 - April 2007
Conchango April 1997 - August 2004
Skills
IT Strategy, Disaster Recovery, ITIL, Enterprise Software, Infrastructure, Technical Support, Microsoft Certified..., Active Directory, IT Management, Data Center, Vendor Management, VMware, Windows Server, Virtualization, SharePoint, Microsoft Exchange, SDLC, Servers, Cloud Computing, IT Service Management, VMware ESX, Enterprise Architecture, Business Continuity, Microsoft SQL Server, Information Technology, SQL, Integration, Outsourcing, IT Operations, Security, Solution Architecture
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Federated MDT Advisers March 2012 - Present
Federated Investors August 2007 - March 2012
John Hancock November 2004 - April 2007
Conchango April 1997 - August 2004
Skills
IT Strategy, Disaster Recovery, ITIL, Enterprise Software, Infrastructure, Technical Support, Microsoft Certified..., Active Directory, IT Management, Data Center, Vendor Management, VMware, Windows Server, Virtualization, SharePoint, Microsoft Exchange, SDLC, Servers, Cloud Computing, IT Service Management, VMware ESX, Enterprise Architecture, Business Continuity, Microsoft SQL Server, Information Technology, SQL, Integration, Outsourcing, IT Operations, Security, Solution Architecture
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
K. Jeffrey Hanna, CRPS's Federated Investors Experience 2004 - 2006
Job Qualified Group Retirement Plan Expert
Industry Financial Services
Experience
Select Financial Group, LLC June 2010 - Present
First Commonwealth Bank November 2010 - June 2011
The Advisor Group January 2009 - October 2010
The Standard February 2006 - December 2008
Federated Investors 2004 - 2006
Skills
ERISA, Retirement Planning, Due Diligence, Series 7, Investments, Series 63, 401k, Mutual Funds
Education
University of Pittsburgh 1999 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Select Financial Group, LLC June 2010 - Present
First Commonwealth Bank November 2010 - June 2011
The Advisor Group January 2009 - October 2010
The Standard February 2006 - December 2008
Federated Investors 2004 - 2006
Skills
ERISA, Retirement Planning, Due Diligence, Series 7, Investments, Series 63, 401k, Mutual Funds
Education
University of Pittsburgh 1999 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Nick Kemerer's Federated Investors Experience August 2008 - Present
Job Managed Account Specialist at Federated Investors
Industry Financial Services
Experience
Federated Investors August 2008 - Present
Federated Investors October 2007 - August 2008
Federated Investors November 2005 - 2007
Federated Investors September 2004 - November 2005
Skills
Series 7, Series 63, Sales Management, Asset Allocation, Asset Managment, Asset Management, Equities, Mutual Funds
Education
Westminster College (PA) 2000 — 2004
International Business
Universidad de Salamanca 2003 — 2003
Business, Spanish
Federated Investors August 2008 - Present
Federated Investors October 2007 - August 2008
Federated Investors November 2005 - 2007
Federated Investors September 2004 - November 2005
Skills
Series 7, Series 63, Sales Management, Asset Allocation, Asset Managment, Asset Management, Equities, Mutual Funds
Education
Westminster College (PA) 2000 — 2004
International Business
Universidad de Salamanca 2003 — 2003
Business, Spanish
Jeff Wick's Federated Investors Experience May 2002 - July 2007
Job AVP, Relationship Management at Continuity Partners Group
Industry Financial Services
Experience
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
J. Davis Raborn's Federated Investors Experience 1996 - 1996
Job Sr. Programmer Analyst at Broadridge
Industry Computer Software
Experience
Access Data - A Broadridge Company February 2006 - Present
Intelio 2003 - 2006
Access Data Corp 1999 - 2003
ElderVision 1999 - 1999
ServiceWare Ltd 1996 - 1999
Federated Investors 1996 - 1996
Carnegie Mellon University 1989 - 1996
University of Pittsburgh 1986 - 1989
Elizabethtown Area High School 1985 - 1986
Central Catholic High School 1984 - 1985
Skills
Linux, Unix, Tons of related tools!, SDLC, PL/SQL, SQL, Microsoft SQL Server, Databases, Integration, Oracle, Requirements Analysis, XML, Web Services, Software Development
Education
University of Pittsburgh 1986 — 1988
MA, Mathematics
Millersville University of Pennsylvania 1979 — 1984
BS, Math Education
Access Data - A Broadridge Company February 2006 - Present
Intelio 2003 - 2006
Access Data Corp 1999 - 2003
ElderVision 1999 - 1999
ServiceWare Ltd 1996 - 1999
Federated Investors 1996 - 1996
Carnegie Mellon University 1989 - 1996
University of Pittsburgh 1986 - 1989
Elizabethtown Area High School 1985 - 1986
Central Catholic High School 1984 - 1985
Skills
Linux, Unix, Tons of related tools!, SDLC, PL/SQL, SQL, Microsoft SQL Server, Databases, Integration, Oracle, Requirements Analysis, XML, Web Services, Software Development
Education
University of Pittsburgh 1986 — 1988
MA, Mathematics
Millersville University of Pennsylvania 1979 — 1984
BS, Math Education
Christopher Herkins's Federated Investors Experience May 2012 - Present
Job Fixed income trader at Federated Investors
Industry Financial Services
Experience
Federated Investors May 2012 - Present
Citi March 2009 - May 2012
Citi April 2008 - April 2009
Citi September 2005 - April 2008
Citigroup January 2000 - September 2005
Schroders November 1998 - January 2000
Skills
Series 3, Series 4, Series 7, Series 24, Series 55, Series 63
Education
University of Pittsburgh 1995 — 1998
West Chester University of Pennsylvania 1993 — 1995
Federated Investors May 2012 - Present
Citi March 2009 - May 2012
Citi April 2008 - April 2009
Citi September 2005 - April 2008
Citigroup January 2000 - September 2005
Schroders November 1998 - January 2000
Skills
Series 3, Series 4, Series 7, Series 24, Series 55, Series 63
Education
University of Pittsburgh 1995 — 1998
West Chester University of Pennsylvania 1993 — 1995
Greg Buckley's Federated Investors Experience 1999 - 2000
Job Senior Equity Analyst
Industry Oil & Energy
Experience
Adams Funds September 2013 - Present
Surveyor Capital October 2010 - August 2012
Pioneer Investments January 2007 - September 2010
Derby Capital November 2001 - December 2006
Federated Investors 1999 - 2000
East Coast Capital 1996 - 1997
The New England 1992 - 1995
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Forecasting, Scenario Analysis, Energy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance/Investments
Villanova University 1988 — 1992
Bachelor of Science, Business Administration
Adams Funds September 2013 - Present
Surveyor Capital October 2010 - August 2012
Pioneer Investments January 2007 - September 2010
Derby Capital November 2001 - December 2006
Federated Investors 1999 - 2000
East Coast Capital 1996 - 1997
The New England 1992 - 1995
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Forecasting, Scenario Analysis, Energy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance/Investments
Villanova University 1988 — 1992
Bachelor of Science, Business Administration
Lee Ann Dawson's Federated Investors Experience 1996 - 1997
Job IT Manager at DMLogic
Industry Information Technology and Services
Experience
DMLogic October 2010 - Present
Self Employed Consultant for IT And Telecommunications June 2009 - Present
Severstal Wheeling Incorporated 2005 - 2009
GENCO June 2002 - March 2004
Entigo September 2000 - June 2002
Federated Investors 1996 - 1997
BDM/TRW 1989 - 1996
BDM 1985 - 1996
Education
University of Pittsburgh 1982 — 1984
BS, Computer Science
DMLogic October 2010 - Present
Self Employed Consultant for IT And Telecommunications June 2009 - Present
Severstal Wheeling Incorporated 2005 - 2009
GENCO June 2002 - March 2004
Entigo September 2000 - June 2002
Federated Investors 1996 - 1997
BDM/TRW 1989 - 1996
BDM 1985 - 1996
Education
University of Pittsburgh 1982 — 1984
BS, Computer Science
Jason Parzyck's Federated Investors Experience July 2011 - Present
Job Business Systems Analyst at Federated Investors
Industry Information Technology and Services
Experience
Federated Investors July 2011 - Present
Federated Investors February 2010 - June 2011
Federated Investors January 2008 - February 2010
Federated Investors March 2005 - December 2007
US Steel January 2003 - February 2005
Skills
Access, Disaster Recovery, Outlook, Business Analysis, SQL, ITIL, Problem Solving, Customer Service, SharePoint, Excel, Active Directory, Visio, Word, HTML, Troubleshooting, Microsoft Office, Operating Systems, Windows, Analysis, PowerPoint, Testing, Databases, Documentation, Computer Hardware, Lotus Notes, Requirements Gathering, Requirements Analysis, Software Documentation, Vendor Management
Education
University of Pittsburgh 1999 — 2003
BSIS, IS, Business
Federated Investors July 2011 - Present
Federated Investors February 2010 - June 2011
Federated Investors January 2008 - February 2010
Federated Investors March 2005 - December 2007
US Steel January 2003 - February 2005
Skills
Access, Disaster Recovery, Outlook, Business Analysis, SQL, ITIL, Problem Solving, Customer Service, SharePoint, Excel, Active Directory, Visio, Word, HTML, Troubleshooting, Microsoft Office, Operating Systems, Windows, Analysis, PowerPoint, Testing, Databases, Documentation, Computer Hardware, Lotus Notes, Requirements Gathering, Requirements Analysis, Software Documentation, Vendor Management
Education
University of Pittsburgh 1999 — 2003
BSIS, IS, Business
Al Morris, FRM's Federated Investors Experience May 1997 - February 2001
Job Liquidity Risk Coordinator at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco February 2015 - Present
Federal Reserve Bank of Richmond April 2006 - February 2015
Office of the Comptroller of the Currency August 2001 - March 2006
Federated Investors May 1997 - February 2001
Morgan Keegan June 1993 - May 1997
Union Planters Bank February 1989 - June 1993
Skills
Capital Markets, Portfolio Management, Bloomberg, Investments, Risk Management, Bonds, Banking, Credit Derivatives, Securitization, ALM, MBS, Money Market, Treasury, Analysis, Rates, Liquidity, Counterparty Risk, Credit Risk, Financial Risk, Derivatives, Fixed Income, Market Risk
Education
The University of Memphis 1990 — 1993
Master of Arts, Economics
Federal Reserve Bank of San Francisco February 2015 - Present
Federal Reserve Bank of Richmond April 2006 - February 2015
Office of the Comptroller of the Currency August 2001 - March 2006
Federated Investors May 1997 - February 2001
Morgan Keegan June 1993 - May 1997
Union Planters Bank February 1989 - June 1993
Skills
Capital Markets, Portfolio Management, Bloomberg, Investments, Risk Management, Bonds, Banking, Credit Derivatives, Securitization, ALM, MBS, Money Market, Treasury, Analysis, Rates, Liquidity, Counterparty Risk, Credit Risk, Financial Risk, Derivatives, Fixed Income, Market Risk
Education
The University of Memphis 1990 — 1993
Master of Arts, Economics
Enes Hujic's Federated Investors Experience 2004 - Present
Job Application Systems Analyst/Developer at Federated Investors
Industry Information Technology and Services
Experience
Federated Investors 2004 - Present
IKON Office Solutions September 1998 - December 2003
Alcoa May 2003 - August 2003
Skills
Requirements Gathering, Requirements Analysis, SDLC, SQL, Investment Management..., Charles River IMS, Unix Shell Scripting, Applications Software..., Oracle PL/SQL..., Technical Architecture, Post-Trade Processing, VBA, Control-M, Markit EDM, Scrum, T-SQL, Systems Analysis, SSRS, ETL
Education
University of Pittsburgh 2000 — 2003
Bachelor of Science, Information Science
Federated Investors 2004 - Present
IKON Office Solutions September 1998 - December 2003
Alcoa May 2003 - August 2003
Skills
Requirements Gathering, Requirements Analysis, SDLC, SQL, Investment Management..., Charles River IMS, Unix Shell Scripting, Applications Software..., Oracle PL/SQL..., Technical Architecture, Post-Trade Processing, VBA, Control-M, Markit EDM, Scrum, T-SQL, Systems Analysis, SSRS, ETL
Education
University of Pittsburgh 2000 — 2003
Bachelor of Science, Information Science
Michelle Coss's Federated Investors Experience June 1996 - November 2006
Job Client Service Manager at Access Data, a Broadridge Company
Industry Computer Software
Experience
Access Data, a Broadridge Company July 2011 - Present
Confluence November 2006 - July 2011
Federated Investors June 1996 - November 2006
The Walt Disney Company August 1993 - January 1994
Skills
Mutual Funds, Financial Services, Salesforce.com, Business Analysis, Relationship Management, CRM, Vendor Management, Process Improvement, Business Intelligence, Product Management, Account Management, Business Process..., Analysis, Investments, Business Development, SharePoint, SaaS, Equities, Asset Management, SDLC, Enterprise Software
Education
The Ohio State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Access Data, a Broadridge Company July 2011 - Present
Confluence November 2006 - July 2011
Federated Investors June 1996 - November 2006
The Walt Disney Company August 1993 - January 1994
Skills
Mutual Funds, Financial Services, Salesforce.com, Business Analysis, Relationship Management, CRM, Vendor Management, Process Improvement, Business Intelligence, Product Management, Account Management, Business Process..., Analysis, Investments, Business Development, SharePoint, SaaS, Equities, Asset Management, SDLC, Enterprise Software
Education
The Ohio State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Marvin McNair's Federated Investors Experience June 2007 - Present
Job Assistant Vice President Federated Services Company; Director Corporate Business Continuity at Federated Investors
Industry Investment Management
Experience
Federated Investors June 2007 - Present
EDS 2005 - 2007
Allegheny Energy 2002 - 2005
Allegheny Energy 2001 - 2002
Allegheny Energy 1999 - 2001
Allegheny Energy 1992 - 1999
Skills
CBCP, MBCI, Business Continuity, Disaster Recovery, Data Center, Solution Design, IT Service Management, Incident Management, IT Operations, Business Resilience, BCM, ITIL, Crisis Management, Risk Assessment, Risk Management, Emergency Management, Vendor Management, Risk Mitigation, Contingency Planning, Information Security..., Information Security, Process Improvement, Solution Architecture
Education
University of Pittsburgh 1979 — 1984
BS
Federated Investors June 2007 - Present
EDS 2005 - 2007
Allegheny Energy 2002 - 2005
Allegheny Energy 2001 - 2002
Allegheny Energy 1999 - 2001
Allegheny Energy 1992 - 1999
Skills
CBCP, MBCI, Business Continuity, Disaster Recovery, Data Center, Solution Design, IT Service Management, Incident Management, IT Operations, Business Resilience, BCM, ITIL, Crisis Management, Risk Assessment, Risk Management, Emergency Management, Vendor Management, Risk Mitigation, Contingency Planning, Information Security..., Information Security, Process Improvement, Solution Architecture
Education
University of Pittsburgh 1979 — 1984
BS
David Buchler's Federated Investors Experience 1997 - 2002
Job Deputy District Attorney of Elko County
Industry Legal Services
Experience
Elko County District Attorney's Office November 2008 - Present
Loss Recovery Center December 2004 - November 2008
CDC IXIS Asset Management 2002 - 2003
Federated Investors 1997 - 2002
Skills
Legal Writing, Courts, Negotiation, Trials, Appeals, Trial Practice, Criminal Law, Hearings, Litigation
Education
The University of South Dakota School of Law 2005 — 2008
J.D., law
University of Iowa 1991 — 1995
Bachelor of Arts (BA), Psychology
Elko County District Attorney's Office November 2008 - Present
Loss Recovery Center December 2004 - November 2008
CDC IXIS Asset Management 2002 - 2003
Federated Investors 1997 - 2002
Skills
Legal Writing, Courts, Negotiation, Trials, Appeals, Trial Practice, Criminal Law, Hearings, Litigation
Education
The University of South Dakota School of Law 2005 — 2008
J.D., law
University of Iowa 1991 — 1995
Bachelor of Arts (BA), Psychology
Lana Barash's Federated Investors Experience September 1999 - Present
Job Sr. Applications Systems Analyst Programmer at Federated Investors
Industry Information Technology and Services
Experience
Federated Investors September 1999 - Present
Skills
SDLC, SQL, SSRS, Databases, Data Warehousing, Microsoft SQL Server, Requirements Gathering, Integration, Systems Analysis, Project Management, Business Analysis, Business Intelligence, Visio, Requirements Analysis, SharePoint
Education
University of Pittsburgh
Federated Investors September 1999 - Present
Skills
SDLC, SQL, SSRS, Databases, Data Warehousing, Microsoft SQL Server, Requirements Gathering, Integration, Systems Analysis, Project Management, Business Analysis, Business Intelligence, Visio, Requirements Analysis, SharePoint
Education
University of Pittsburgh
Jennifer Pargeon's Federated Investors Experience
Job Manager at Federated Investors
Industry Financial Services
Experience
Federated Investors
Skills
Investments, Customer Service, Mutual Funds, Series 6, Series 26, Series 63
Education
University of Pittsburgh 1989 — 1993
Federated Investors
Skills
Investments, Customer Service, Mutual Funds, Series 6, Series 26, Series 63
Education
University of Pittsburgh 1989 — 1993
Sean Hausman's Federated Investors Experience 1998 - 2005
Job at Prudential Investments
Industry Financial Services
Experience
Prudential Investments 2014 - 2015
Prudential Investments 2014 - 2015
Prudential Investments 2014 - 2015
Legg Mason Global Asset Management September 2010 - March 2014
MFS Investments December 2007 - November 2010
Seligman Advisors January 2005 - December 2007
Federated Investors 1998 - 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Series 65, Retirement Planning, Alternative Investments, Series 6, ETFs, 401k, Wealth Management
Education
The Ohio State University
Prudential Investments 2014 - 2015
Prudential Investments 2014 - 2015
Prudential Investments 2014 - 2015
Legg Mason Global Asset Management September 2010 - March 2014
MFS Investments December 2007 - November 2010
Seligman Advisors January 2005 - December 2007
Federated Investors 1998 - 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Series 65, Retirement Planning, Alternative Investments, Series 6, ETFs, 401k, Wealth Management
Education
The Ohio State University
Chad Price's Federated Investors Experience December 2002 - July 2006
Job Manager, Network Growth at Ariba An SAP Company
Industry Information Technology and Services
Experience
Ariba - An SAP Company November 2012 - Present
Ariba - An SAP Company March 2010 - October 2012
Ariba September 2006 - February 2010
Federated Investors December 2002 - July 2006
Federated Investors November 2000 - December 2002
Skills
Project Management, Procurement, Ariba, Leadership, Business Process..., Account Management, Business Analysis, ERP, Spend Analysis, Procure-to-Pay, E-procurement, Cross-functional Team..., Sourcing, Analysis, Process Improvement, Management Consulting, Change Management, Strategic Planning, Spend Management, P2P, Building Relationships, Team Leadership, Leadership Development, Employee Training, Training, Supplier Enablement
Education
University of Pittsburgh 1991 — 1996
Business
Central Catholic High School 1987 — 1991
Ariba - An SAP Company November 2012 - Present
Ariba - An SAP Company March 2010 - October 2012
Ariba September 2006 - February 2010
Federated Investors December 2002 - July 2006
Federated Investors November 2000 - December 2002
Skills
Project Management, Procurement, Ariba, Leadership, Business Process..., Account Management, Business Analysis, ERP, Spend Analysis, Procure-to-Pay, E-procurement, Cross-functional Team..., Sourcing, Analysis, Process Improvement, Management Consulting, Change Management, Strategic Planning, Spend Management, P2P, Building Relationships, Team Leadership, Leadership Development, Employee Training, Training, Supplier Enablement
Education
University of Pittsburgh 1991 — 1996
Business
Central Catholic High School 1987 — 1991
Kristen Eifert's Federated Investors Experience March 2013 - Present
Job Unit Manager at Federated Investors
Industry Financial Services
Experience
Federated Investors March 2013 - Present
Federated Investors April 2007 - March 2013
Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Mutual Funds, Valuation, Equities, Finance, Financial Reporting
Education
University of Pittsburgh 1998 — 2002
Federated Investors March 2013 - Present
Federated Investors April 2007 - March 2013
Skills
Financial Modeling, Financial Analysis, Investments, Bloomberg, Mutual Funds, Valuation, Equities, Finance, Financial Reporting
Education
University of Pittsburgh 1998 — 2002
Anthony DeAngelis's Federated Investors Experience March 2011 - June 2013
Job Product Owner at Development Dimensions International
Industry Computer Software
Experience
Development Dimensions International March 2014 - Present
North Allegheny School District July 2013 - March 2014
Federated Investors March 2011 - June 2013
Federated Investors June 2007 - March 2011
Skills
SDLC, Requirements Analysis, Business Requirements, Visio, Requirements Gathering, Business Analysis
Education
University of Pittsburgh 1999 — 2004
BA, English Writing, Japanese Culture, Film
Development Dimensions International March 2014 - Present
North Allegheny School District July 2013 - March 2014
Federated Investors March 2011 - June 2013
Federated Investors June 2007 - March 2011
Skills
SDLC, Requirements Analysis, Business Requirements, Visio, Requirements Gathering, Business Analysis
Education
University of Pittsburgh 1999 — 2004
BA, English Writing, Japanese Culture, Film
John Mosko's Federated Investors Experience 2008 - Present
Job Vice President at Federated Investors
Industry Investment Management
Experience
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Jonathan Brett Lipinski's Federated Investors Experience September 2005 - Present
Job Marketing Rep at Federated Investors
Industry Financial Services
Experience
Federated Investors September 2005 - Present
Education
The University of New Mexico 1989 — 1993
BBA, Finance
Federated Investors September 2005 - Present
Education
The University of New Mexico 1989 — 1993
BBA, Finance
Michael Marcin's Federated Investors Experience May 2005 - August 2014
Job Philosopher, New Contemplative at self employed
Industry Investment Management
Experience
self employed August 2014 - Present
Federated Investors May 2005 - August 2014
NY Life 2000 - 2005
Pioneer Funds 1986 - 1999
Education
Scar inflicting 1900 — 2009
Black & Blue, School of Hard Knocks
University of Houston
self employed August 2014 - Present
Federated Investors May 2005 - August 2014
NY Life 2000 - 2005
Pioneer Funds 1986 - 1999
Education
Scar inflicting 1900 — 2009
Black & Blue, School of Hard Knocks
University of Houston
Bill Middleton's Federated Investors Experience July 1992 - June 1995
Job President at Sound Portfolios Advisors, LLC
Industry Investment Management
Experience
Sound Portfolios Advisors, LLC Vice President/PartnerInvestment Management Advisors, Inc.June 1995 - December 2003
Federated Investors July 1992 - June 1995
Rockresorts 1984 - 1987
Education
University of Pittsburgh
BS, Philosophy & Business
Sound Portfolios Advisors, LLC Vice President/PartnerInvestment Management Advisors, Inc.June 1995 - December 2003
Federated Investors July 1992 - June 1995
Rockresorts 1984 - 1987
Education
University of Pittsburgh
BS, Philosophy & Business
Keith Vukmir, AIF®'s Federated Investors Experience 1999 - 2005
Job Vice President at PNC Institutional Investments
Industry Financial Services
Experience
PNC April 2012 - Present
Greycourt & Co., Inc. June 2009 - January 2012
Greycourt & Co. July 2008 - June 2009
Invesmart, Inc. January 2003 - July 2005
Federated Investors 1999 - 2005
The Todd Organization April 2002 - January 2003
Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Masters of Business Administration, Strategy, Finance
University of Dayton 1994 — 1998
B.S., Finance
PNC April 2012 - Present
Greycourt & Co., Inc. June 2009 - January 2012
Greycourt & Co. July 2008 - June 2009
Invesmart, Inc. January 2003 - July 2005
Federated Investors 1999 - 2005
The Todd Organization April 2002 - January 2003
Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Masters of Business Administration, Strategy, Finance
University of Dayton 1994 — 1998
B.S., Finance
Diana Graham's Federated Investors Experience October 1991 - June 2005
Job Retired
Industry Financial Services
Experience
Self - Retired August 2015 - Present
PNC Financial Services Group December 2005 - July 2015
Federated Investors October 1991 - June 2005
Skills
Contract Negotiation, Negotiation, Sourcing, Strategic Sourcing, Cost Savings, Ariba, Budgeting, Customer Service, Product Development, Vendor, Strategic Planning, Microsoft Office, Planning, Analysis, Requirements Analysis, Problem Solving, Budgets, Leadership, Outsourcing, Supply Management, Project Planning, Management
Education
University of Pittsburgh
Business Adminstration
Self - Retired August 2015 - Present
PNC Financial Services Group December 2005 - July 2015
Federated Investors October 1991 - June 2005
Skills
Contract Negotiation, Negotiation, Sourcing, Strategic Sourcing, Cost Savings, Ariba, Budgeting, Customer Service, Product Development, Vendor, Strategic Planning, Microsoft Office, Planning, Analysis, Requirements Analysis, Problem Solving, Budgets, Leadership, Outsourcing, Supply Management, Project Planning, Management
Education
University of Pittsburgh
Business Adminstration
Don Buzard's Federated Investors Experience February 1996 - November 1999
Job Sr. QA Analyst eCommerce Dick's Sporting Goods
Industry Computer Software
Experience
DICK'S Sporting Goods June 2013 - Present
Dell Software October 2008 - May 2013
True Commerce December 2004 - October 2008
Fidelity Information Services November 1999 - December 2004
Federated Investors February 1996 - November 1999
Skills
EDI, Testing, Documentation, Quality Assurance, SDLC, Software Development, User Acceptance Testing, Program Management, Test Cases, Regression Testing, Windows, XML, SQL, Data Analysis, Requirements Analysis, Microsoft SQL Server
Education
University of Pittsburgh 1986 — 1990
B.S., Information Sciences
DICK'S Sporting Goods June 2013 - Present
Dell Software October 2008 - May 2013
True Commerce December 2004 - October 2008
Fidelity Information Services November 1999 - December 2004
Federated Investors February 1996 - November 1999
Skills
EDI, Testing, Documentation, Quality Assurance, SDLC, Software Development, User Acceptance Testing, Program Management, Test Cases, Regression Testing, Windows, XML, SQL, Data Analysis, Requirements Analysis, Microsoft SQL Server
Education
University of Pittsburgh 1986 — 1990
B.S., Information Sciences
Eric Kaveny, CTP's Federated Investors Experience August 2000 - March 2005
Job Vice President at RBS Citizens
Industry Banking
Experience
RBS Citizens August 2013 - Present
National City Bank/PNC March 2005 - June 2010
Federated Investors August 2000 - March 2005
Skills
Treasury Management, Cash Management, Series 7, Series 63, Banking, Investments
Education
University of Pittsburgh 1990 — 1995
Bachelor's degree, Political Science
RBS Citizens August 2013 - Present
National City Bank/PNC March 2005 - June 2010
Federated Investors August 2000 - March 2005
Skills
Treasury Management, Cash Management, Series 7, Series 63, Banking, Investments
Education
University of Pittsburgh 1990 — 1995
Bachelor's degree, Political Science
Jim Shaner's Federated Investors Experience March 2012 - June 2013
Job Senior Consultant, Application Development at CVS Caremark Corporation
Industry Computer Software
Experience
CVS Caremark Corporation June 2013 - Present
Federated Investors March 2012 - June 2013
Wipro Technologies October 2011 - March 2012
CVS Caremark January 1996 - October 2011
Skills
Requirements Analysis, Oracle, COBOL, SQL, HIPAA, Databases, Project Management, Database Administration, Visio, Oracle Applications, SharePoint, Testing, Requirements Gathering, Agile Methodologies, Leadership, Software Development, Data Warehousing, Healthcare Information..., Toad, Unix, Crystal Reports, SDLC, Access, Systems Analysis, Process Improvement, Business Analysis, Software Project..., Software Documentation, PL/SQL, Microsoft SQL Server, Web Services, Quality Assurance, Disaster Recovery, Business Intelligence, Active Directory, Business Process Design, Solaris
Education
University of Pittsburgh
BS, Information Science/Studies
CVS Caremark Corporation June 2013 - Present
Federated Investors March 2012 - June 2013
Wipro Technologies October 2011 - March 2012
CVS Caremark January 1996 - October 2011
Skills
Requirements Analysis, Oracle, COBOL, SQL, HIPAA, Databases, Project Management, Database Administration, Visio, Oracle Applications, SharePoint, Testing, Requirements Gathering, Agile Methodologies, Leadership, Software Development, Data Warehousing, Healthcare Information..., Toad, Unix, Crystal Reports, SDLC, Access, Systems Analysis, Process Improvement, Business Analysis, Software Project..., Software Documentation, PL/SQL, Microsoft SQL Server, Web Services, Quality Assurance, Disaster Recovery, Business Intelligence, Active Directory, Business Process Design, Solaris
Education
University of Pittsburgh
BS, Information Science/Studies
G. Andrew Bonnewell's Federated Investors Experience
Job Senior Corporate Counsel at Federated Investors
Industry Investment Management
Experience
Federated Investors
Skills
Risk Management, Derivatives, Securities, Corporate Governance
Education
University of Iowa
University of North Carolina School of Law
Federated Investors
Skills
Risk Management, Derivatives, Securities, Corporate Governance
Education
University of Iowa
University of North Carolina School of Law
Brian Blackman's Federated Investors Experience February 2001 - December 2003
Job Molycorp, Inc (NYSE: MCP) Vice President, Investor Relations
Industry Marketing and Advertising
Experience
Molycorp, Inc. August 2011 - Present
Ascent Solar Technologies, Inc. October 2007 - July 2011
PRFM February 2004 - October 2007
Federated Investors February 2001 - December 2003
Skills
Mergers, Business Strategy, Business Development, Competitive Analysis, Strategic Planning, Media Relations, New Business Development, Project Management, Corporate Communications, Marketing, Public Relations, Investor Relations
Education
University of Northern Colorado 1996 — 1999
Bachelor of Science (BS), Communications
University of Northern Colorado 1996 — 1999
Minor, Journalism
Molycorp, Inc. August 2011 - Present
Ascent Solar Technologies, Inc. October 2007 - July 2011
PRFM February 2004 - October 2007
Federated Investors February 2001 - December 2003
Skills
Mergers, Business Strategy, Business Development, Competitive Analysis, Strategic Planning, Media Relations, New Business Development, Project Management, Corporate Communications, Marketing, Public Relations, Investor Relations
Education
University of Northern Colorado 1996 — 1999
Bachelor of Science (BS), Communications
University of Northern Colorado 1996 — 1999
Minor, Journalism
Chris Gebert's Federated Investors Experience 2004 - 2005
Job Software Engineer at Allegheny Health Network
Industry Hospital & Health Care
Experience
Tollgrade Communications January 2007 - December 2009
Vocollect 2007 - 2007
Federated Investors 2004 - 2005
FreeMarkets 1999 - 2001
Skills
Java, Java Enterprise Edition, Oracle, Unix, Databases, Microsoft SQL Server, MySQL, Linux, Vertica, Atlassian JIRA, Moodle
Education
University of Notre Dame 1993 — 1997
Bachelor of Science and Engineering, Computer Science
Tollgrade Communications January 2007 - December 2009
Vocollect 2007 - 2007
Federated Investors 2004 - 2005
FreeMarkets 1999 - 2001
Skills
Java, Java Enterprise Edition, Oracle, Unix, Databases, Microsoft SQL Server, MySQL, Linux, Vertica, Atlassian JIRA, Moodle
Education
University of Notre Dame 1993 — 1997
Bachelor of Science and Engineering, Computer Science
David Swaney, QPA, QKA, CEBS, PMP's Federated Investors Experience 1992 - 1994
Job Account Manager at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company July 2010 - Present
Fidelity Investments October 2009 - February 2010
Fidelity Investments May 2007 - December 2008
Fidelity Investments December 1999 - May 2007
PNC Bank September 1997 - December 1999
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Education
University of Pittsburgh 1991 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, American Studies/Economics
Standard Insurance Company July 2010 - Present
Fidelity Investments October 2009 - February 2010
Fidelity Investments May 2007 - December 2008
Fidelity Investments December 1999 - May 2007
PNC Bank September 1997 - December 1999
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Federated Investors 1992 - 1994
Education
University of Pittsburgh 1991 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, American Studies/Economics
David Larrick's Federated Investors Experience Senior Regional DirectorVoyageur Asset ManagementApril 2004 - August 2008
Job Vice President, Managed Accounts at Federated Investors
Industry Financial Services
Experience
Federated Investors Senior Regional DirectorVoyageur Asset ManagementApril 2004 - August 2008
legg mason 2000 - 2004
Education
Towson University 1995 — 1999
Bachelor of Science, Economics
Federated Investors Senior Regional DirectorVoyageur Asset ManagementApril 2004 - August 2008
legg mason 2000 - 2004
Education
Towson University 1995 — 1999
Bachelor of Science, Economics
Dan Miron's Federated Investors Experience January 1999 - April 2004
Job Regional Vice President at Genworth Financial
Industry Financial Services
Experience
Genworth Financial January 2012 - Present
Sun Life International July 2008 - January 2012
Nationwide Financial February 2007 - July 2008
Duerr Financial October 2004 - July 2007
Federated Investors January 1999 - April 2004
Education
The Ohio State University - The Max M. Fisher College of Business
BSBA, Marketing
Genworth Financial January 2012 - Present
Sun Life International July 2008 - January 2012
Nationwide Financial February 2007 - July 2008
Duerr Financial October 2004 - July 2007
Federated Investors January 1999 - April 2004
Education
The Ohio State University - The Max M. Fisher College of Business
BSBA, Marketing
Jeff Spindler's Federated Investors Experience 1986 - 1990
Job VP, HR Business Partner, PNC
Industry Financial Services
Experience
PNC 2010 - Present
Standard Insurance Company May 2006 - 2010
Invesmart 2000 - 2006
Bell Federal Savings 1993 - 2000
Westinghouse Financial Services 1990 - 1993
Federated Investors 1986 - 1990
Skills
401k, Change Management, Defined Benefit, Human Resources, Talent Management, Employee Benefits, Customer Service, Organizational..., Employee Relations, Deferred Compensation, Benefits Administration, HRIS, Performance Management
Education
The Ohio State University 1979 — 1983
BS, Human Resources
PNC 2010 - Present
Standard Insurance Company May 2006 - 2010
Invesmart 2000 - 2006
Bell Federal Savings 1993 - 2000
Westinghouse Financial Services 1990 - 1993
Federated Investors 1986 - 1990
Skills
401k, Change Management, Defined Benefit, Human Resources, Talent Management, Employee Benefits, Customer Service, Organizational..., Employee Relations, Deferred Compensation, Benefits Administration, HRIS, Performance Management
Education
The Ohio State University 1979 — 1983
BS, Human Resources
Jeff Mattern's Federated Investors Experience July 2009 - August 2009
Job Sr Technical Project Manager at Paragon Consulting, Inc
Industry Information Technology and Services
Experience
Paragon Consulting, Inc June 2011 - Present
Charles Schwab June 2011 - Present
Fidelity National Information Services August 2009 - May 2011
Sallie Mae 2010 - 2010
Federated Investors July 2009 - August 2009
Federated Investors July 2009 - July 2009
A.C. Coy 2009 - 2009
National City Bank January 2007 - October 2008
Mirifex January 2007 - October 2008
CitiFinancial September 2002 - December 2007
Skills
Banking, Management, Microsoft SQL Server, Project Management, Business Analysis
Education
The University of Akron 1989 — 1994
Finance, Finance, Internation Business, Spanish
University of Akron 1989 — 1994
B.S.B.A, Finance/Intl Business
Universidad Autónoma de Guadalajara 1990 — 1991
Spanish - Latin Amer Studies
Wadsworth High Schoool 1986 — 1989
Paragon Consulting, Inc June 2011 - Present
Charles Schwab June 2011 - Present
Fidelity National Information Services August 2009 - May 2011
Sallie Mae 2010 - 2010
Federated Investors July 2009 - August 2009
Federated Investors July 2009 - July 2009
A.C. Coy 2009 - 2009
National City Bank January 2007 - October 2008
Mirifex January 2007 - October 2008
CitiFinancial September 2002 - December 2007
Skills
Banking, Management, Microsoft SQL Server, Project Management, Business Analysis
Education
The University of Akron 1989 — 1994
Finance, Finance, Internation Business, Spanish
University of Akron 1989 — 1994
B.S.B.A, Finance/Intl Business
Universidad Autónoma de Guadalajara 1990 — 1991
Spanish - Latin Amer Studies
Wadsworth High Schoool 1986 — 1989
Brad Bonno's Federated Investors Experience March 1996 - August 2002
Job VP, Director of Product Delivery at PNC Retirement Solutions
Industry Financial Services
Experience
PNC September 2015 - Present
PNC Financial Services Group August 2002 - September 2015
Federated Investors March 1996 - August 2002
Mockenhaupt, Mockenhaupt, Cowden & Parks 1994 - 1996
Skills
Data Conversion, Mutual Funds, Investments, 401k, Asset Management, Asset Allocation, Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Retirement, Investment Advisory, Series 7, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management
Education
The Ohio State University Fisher College of Business 1988 — 1993
B.S.B.A., Accounting
PNC September 2015 - Present
PNC Financial Services Group August 2002 - September 2015
Federated Investors March 1996 - August 2002
Mockenhaupt, Mockenhaupt, Cowden & Parks 1994 - 1996
Skills
Data Conversion, Mutual Funds, Investments, 401k, Asset Management, Asset Allocation, Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Retirement, Investment Advisory, Series 7, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management
Education
The Ohio State University Fisher College of Business 1988 — 1993
B.S.B.A., Accounting
Anne Moulton's Federated Investors Experience June 1998 - October 1999
Job Accounting Manager at Bliss & Glennon, Inc.
Industry Accounting
Experience
Bliss & Glennon, Inc. May 2007 - Present
Mortgage Security Network December 2005 - May 2007
R. H. Donnelley September 2003 - August 2005
Waddell & Reed October 1999 - February 2003
Federated Investors June 1998 - October 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Florida 1988 — 1993
B.S., Industrial Engineering
Bliss & Glennon, Inc. May 2007 - Present
Mortgage Security Network December 2005 - May 2007
R. H. Donnelley September 2003 - August 2005
Waddell & Reed October 1999 - February 2003
Federated Investors June 1998 - October 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Florida 1988 — 1993
B.S., Industrial Engineering
Crystal Kwok, CFA's Federated Investors Experience July 2014 - Present
Job VP, Senior Institutional Sales Representative, Federated Investors
Industry Investment Management
Experience
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Rob Very's Federated Investors Experience June 1991 - June 1996
Job Project Executive at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems July 2012 - Present
BNY Mellon September 2009 - July 2012
Eagle Investment Systems July 2006 - September 2009
Bank of New York Mellon July 2003 - June 2006
Integrated Change June 1996 - June 2003
Federated Investors June 1991 - June 1996
Andersen Consulting June 1987 - June 1991
Education
University of Notre Dame 1983 — 1987
Bachelors, Business Administration and Accounting
Eagle Investment Systems July 2012 - Present
BNY Mellon September 2009 - July 2012
Eagle Investment Systems July 2006 - September 2009
Bank of New York Mellon July 2003 - June 2006
Integrated Change June 1996 - June 2003
Federated Investors June 1991 - June 1996
Andersen Consulting June 1987 - June 1991
Education
University of Notre Dame 1983 — 1987
Bachelors, Business Administration and Accounting
Christie Bull's Federated Investors Experience September 2014 - Present
Job Sr. Sales Representative at Federated Investors
Industry Investment Management
Experience
Federated Investors September 2014 - Present
Miles Capital, Inc. 2012 - July 2014
Conning Asset Management 2005 - 2012
Aeltus Investment Management 1991 - 2004
Aetna 1981 - 1991
Skills
Institutional Sales, Equities, Fixed Income, Asset Allocation, Series 7, Series 63, Risk Management, Equity Research, Emerging Markets, Hedge Funds, Insurance, Investment Management, Capital Markets, Investments, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Bonds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
BS Ecomonics, Finance. Life Ins.
The University of Connecticut
MBA, Finance
Federated Investors September 2014 - Present
Miles Capital, Inc. 2012 - July 2014
Conning Asset Management 2005 - 2012
Aeltus Investment Management 1991 - 2004
Aetna 1981 - 1991
Skills
Institutional Sales, Equities, Fixed Income, Asset Allocation, Series 7, Series 63, Risk Management, Equity Research, Emerging Markets, Hedge Funds, Insurance, Investment Management, Capital Markets, Investments, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Bonds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
BS Ecomonics, Finance. Life Ins.
The University of Connecticut
MBA, Finance
Joshua A. Watt's Federated Investors Experience September 2008 - Present
Job Senior Market Research Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors September 2008 - Present
Federated Investors, Inc. September 2007 - September 2008
Federated Investors, Inc. September 2003 - September 2007
Skills
Mutual Funds, Customer Service, Financial Analysis, Asset Allocation, Series 6, Finance, Analysis, Business Analysis, Investments, Financial Services, Market Research, Equities
Education
University of Pittsburgh 1991 — 1995
Federated Investors September 2008 - Present
Federated Investors, Inc. September 2007 - September 2008
Federated Investors, Inc. September 2003 - September 2007
Skills
Mutual Funds, Customer Service, Financial Analysis, Asset Allocation, Series 6, Finance, Analysis, Business Analysis, Investments, Financial Services, Market Research, Equities
Education
University of Pittsburgh 1991 — 1995
Nancy Lilling's Federated Investors Experience December 2004 - Present
Job Senior Manager, Internal Audit at Federated Investors CPA, CIA, CFE
Industry Financial Services
Experience
Federated Investors December 2004 - Present
Commercial National Financial Corporation 2000 - 2004
Mellon Financial January 1997 - June 2000
Mellon Financial March 1993 - January 1997
Skills
Auditing, Risk Management, Accounting, Certified Fraud Examiner, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Financial Risk, Internal Audit, Operations Audit, Quality Auditing, Team Leadership, Leadership, Cross-functional Team..., Team Building, Teamwork, Team Management, Communication Skills, Risk Assessment, Operational Risk, Financial Analysis
Education
University at Buffalo 1988 — 1992
BS, Triple Major: Accounting, Finance, MIS
Federated Investors December 2004 - Present
Commercial National Financial Corporation 2000 - 2004
Mellon Financial January 1997 - June 2000
Mellon Financial March 1993 - January 1997
Skills
Auditing, Risk Management, Accounting, Certified Fraud Examiner, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Financial Risk, Internal Audit, Operations Audit, Quality Auditing, Team Leadership, Leadership, Cross-functional Team..., Team Building, Teamwork, Team Management, Communication Skills, Risk Assessment, Operational Risk, Financial Analysis
Education
University at Buffalo 1988 — 1992
BS, Triple Major: Accounting, Finance, MIS
Michael Jenco's Federated Investors Experience January 2010 - May 2011
Job Regional Vice President Northwest
Industry Financial Services
Experience
Non-traded REIT May 2015 - Present
Absolute Capital Management, LLC May 2011 - March 2015
Federated Investors January 2010 - May 2011
JP Morgan July 2008 - January 2010
Nordstrom October 2007 - July 2008
Skills
Series 7, Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Services, Sales, Finance, Business Development, Leadership, Customer Service, Project Management, Microsoft Excel, Management, PowerPoint, Investment Advisory, Alternative Investments, Investments, 401k, Securities, Salesforce.com, Retirement, Retirement Planning
Education
University of Colorado at Boulder 2001 — 2006
International Affairs, Political Science, Economics, International Business, Political Geography, Business Writing
University of Pittsburgh 1999 — 2000
Statistics
Non-traded REIT May 2015 - Present
Absolute Capital Management, LLC May 2011 - March 2015
Federated Investors January 2010 - May 2011
JP Morgan July 2008 - January 2010
Nordstrom October 2007 - July 2008
Skills
Series 7, Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Services, Sales, Finance, Business Development, Leadership, Customer Service, Project Management, Microsoft Excel, Management, PowerPoint, Investment Advisory, Alternative Investments, Investments, 401k, Securities, Salesforce.com, Retirement, Retirement Planning
Education
University of Colorado at Boulder 2001 — 2006
International Affairs, Political Science, Economics, International Business, Political Geography, Business Writing
University of Pittsburgh 1999 — 2000
Statistics
Bryan Lindgren's Federated Investors Experience January 1995 - August 1998
Job Manager Client Services at Access Data (a Broadridge Financial Solutions Company)
Industry Computer Software
Experience
Access Data (a Broadridge Financial Solutions Company) September 2013 - Present
Bentley Systems May 2012 - September 2013
InspectTech April 2012 - May 2012
Confluence Technologies, Inc. December 2008 - May 2012
Confluence Technologies, Inc. January 2008 - December 2008
Confluence Technologies, Inc. August 2007 - January 2008
Arnold Printed Communications August 1998 - August 2007
Federated Investors January 1995 - August 1998
State Street Bank February 1993 - December 1994
Skills
Requirements Analysis, Selling, Project Management, Entrepreneurship, Microsoft Excel, CRM, Account Management, Strategic Partnerships, Consulting, Enterprise Software, Business Process..., Professional Services, Leadership, Management, Software Project..., SharePoint, Team Building, Change Management, Agile Project Management, Requirements Gathering, SDLC, Team Leadership, Integration, Strategy, Business Intelligence, Cross-functional Team..., Analysis, Project Planning, Software Documentation, Agile Methodologies, Sales
Education
Pennsylvania State University 1989 — 1993
BA, International Politics & Economics
University of Exeter 1992 — 1992
Bachelor of Arts (B.A.), International Studies
Access Data (a Broadridge Financial Solutions Company) September 2013 - Present
Bentley Systems May 2012 - September 2013
InspectTech April 2012 - May 2012
Confluence Technologies, Inc. December 2008 - May 2012
Confluence Technologies, Inc. January 2008 - December 2008
Confluence Technologies, Inc. August 2007 - January 2008
Arnold Printed Communications August 1998 - August 2007
Federated Investors January 1995 - August 1998
State Street Bank February 1993 - December 1994
Skills
Requirements Analysis, Selling, Project Management, Entrepreneurship, Microsoft Excel, CRM, Account Management, Strategic Partnerships, Consulting, Enterprise Software, Business Process..., Professional Services, Leadership, Management, Software Project..., SharePoint, Team Building, Change Management, Agile Project Management, Requirements Gathering, SDLC, Team Leadership, Integration, Strategy, Business Intelligence, Cross-functional Team..., Analysis, Project Planning, Software Documentation, Agile Methodologies, Sales
Education
Pennsylvania State University 1989 — 1993
BA, International Politics & Economics
University of Exeter 1992 — 1992
Bachelor of Arts (B.A.), International Studies
Carol Miller, CFA's Federated Investors Experience December 2005 - April 2011
Job Retired
Industry Research
Experience
Home Office May 2011 - Present
Federated Investors December 2005 - April 2011
Banc One Investment Advisors April 2003 - September 2004
Skills
Equities, Asset Management, Investments, Valuation, Bloomberg
Education
The Ohio State University 1979 — 1982
MBA, Finance
The Ohio State University 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Home Office May 2011 - Present
Federated Investors December 2005 - April 2011
Banc One Investment Advisors April 2003 - September 2004
Skills
Equities, Asset Management, Investments, Valuation, Bloomberg
Education
The Ohio State University 1979 — 1982
MBA, Finance
The Ohio State University 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Charles Hein's Federated Investors Experience 1992 - 2010
Job Oracle on demand at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation 2012 - Present
UPMC Corporate Services November 2010 - January 2012
Federated Investors 1992 - 2010
Education
University of Pittsburgh
Oracle Corporation 2012 - Present
UPMC Corporate Services November 2010 - January 2012
Federated Investors 1992 - 2010
Education
University of Pittsburgh
Carrie Busch's Federated Investors Experience 1997 - 2002
Job DirectorBusiness Processes at Fenner Dunlop Americas
Industry Mining & Metals
Experience
Fenner Dunlop Americas April 2013 - Present
Fenner Dunlop 2009 - March 2013
Sapa Profiler AB 2008 - 2009
Ariba 2004 - 2008
Federated Investors 1997 - 2002
Skills
Financial Analysis, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Credit, Internal Controls, Financial Reporting, Accounting, Process Improvement, Financial Modeling, Budgets, Pricing, Accounts Payable, ERP, Procurement, Management, Supply Chain Management, Business Planning, Continuous Improvement
Education
University of Pittsburgh 1991 — 1995
Accounting, minor Economics
Fenner Dunlop Americas April 2013 - Present
Fenner Dunlop 2009 - March 2013
Sapa Profiler AB 2008 - 2009
Ariba 2004 - 2008
Federated Investors 1997 - 2002
Skills
Financial Analysis, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Credit, Internal Controls, Financial Reporting, Accounting, Process Improvement, Financial Modeling, Budgets, Pricing, Accounts Payable, ERP, Procurement, Management, Supply Chain Management, Business Planning, Continuous Improvement
Education
University of Pittsburgh 1991 — 1995
Accounting, minor Economics
Casey Totten's Federated Investors Experience May 2010 - August 2010
Job Corporate Banking Associate at PNC
Industry Higher Education
Experience
PNC June 2014 - Present
PNC August 2012 - June 2014
University of Notre Dame August 2009 - May 2012
PNC May 2011 - August 2011
University of Notre Dame August 2010 - May 2011
Ivy Quad Development March 2010 - May 2011
Federated Investors May 2010 - August 2010
Skills
Banking, Access, Analysis, Risk Management, Underwriting, Financial Analysis, Financial Statement..., Credit Risk, Microsoft Excel
Education
University of Notre Dame
2012, Economics
Central Catholic High School 2004 — 2008
PNC June 2014 - Present
PNC August 2012 - June 2014
University of Notre Dame August 2009 - May 2012
PNC May 2011 - August 2011
University of Notre Dame August 2010 - May 2011
Ivy Quad Development March 2010 - May 2011
Federated Investors May 2010 - August 2010
Skills
Banking, Access, Analysis, Risk Management, Underwriting, Financial Analysis, Financial Statement..., Credit Risk, Microsoft Excel
Education
University of Notre Dame
2012, Economics
Central Catholic High School 2004 — 2008
Patrick Senkyr's Federated Investors Experience May 2002 - May 2004
Job Vice President Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Marketing Director SalesFederated InvestorsMay 2004 - May 2006
Federated Investors May 2002 - May 2004
Education
University of Delaware 1996 — 2000
BS, Marketing
Fidelity Investments Marketing Director SalesFederated InvestorsMay 2004 - May 2006
Federated Investors May 2002 - May 2004
Education
University of Delaware 1996 — 2000
BS, Marketing
Douglas Karas CPA's Federated Investors Experience March 1992 - March 1996
Job VP Performance Analysis & Investment Risk at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments February 2011 - March 2014
Franklin Templeton Investments January 2005 - January 2011
Franklin Templeton Investments October 2003 - December 2004
Franklin Templeton Investments March 2001 - September 2003
Franklin Templeton Investments September 1997 - February 2001
Transamerica April 1996 - April 1997
Federated Investors March 1992 - March 1996
Skills
Financial Modeling, Capital Markets, Fund Accounting, Change Management, Securities, Strategic Financial..., Project Management, Program Management, Project Portfolio..., Corporate Finance, PeopleSoft Financials, FactSet, Hyperion Enterprise, Business Process..., Business Process..., Business Analytics, Business Requirements, Compliance, SOX Compliancy, Investment Performance, SDLC, Finance, Analysis, Business Analysis, Mutual Funds, PeopleSoft, Asset Managment, Portfolio Management, Management, Cross-functional Team..., Asset Management, Financial Planning
Education
University of Pittsburgh 1984 — 1988
Bachelor of Science (B.S.), Business/Accounting
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments February 2011 - March 2014
Franklin Templeton Investments January 2005 - January 2011
Franklin Templeton Investments October 2003 - December 2004
Franklin Templeton Investments March 2001 - September 2003
Franklin Templeton Investments September 1997 - February 2001
Transamerica April 1996 - April 1997
Federated Investors March 1992 - March 1996
Skills
Financial Modeling, Capital Markets, Fund Accounting, Change Management, Securities, Strategic Financial..., Project Management, Program Management, Project Portfolio..., Corporate Finance, PeopleSoft Financials, FactSet, Hyperion Enterprise, Business Process..., Business Process..., Business Analytics, Business Requirements, Compliance, SOX Compliancy, Investment Performance, SDLC, Finance, Analysis, Business Analysis, Mutual Funds, PeopleSoft, Asset Managment, Portfolio Management, Management, Cross-functional Team..., Asset Management, Financial Planning
Education
University of Pittsburgh 1984 — 1988
Bachelor of Science (B.S.), Business/Accounting
Jeffrey Collins's Federated Investors Experience August 2004 - February 2006
Job Sr. Account Executive
Industry Computer Software
Experience
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
Daniele Talone's Federated Investors Experience October 2010 - Present
Job Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors October 2010 - Present
Skills
Analysis, Account Reconciliation
Education
University of Pittsburgh
Federated Investors October 2010 - Present
Skills
Analysis, Account Reconciliation
Education
University of Pittsburgh
Frank Svidro's Federated Investors Experience 1993 - 1998
Job Sr. Software Engineer at UPMC
Industry Insurance
Experience
UPMC April 2011 - Present
Highmark Blue Cross Blue Shield 1998 - 2010
Federated Investors 1993 - 1998
Skills
Java, JavaScript, Requirements Gathering, Testing, Systems Analysis, Database Design, Data Warehousing, Requirements Analysis, XML, Software Development, Windows, Shell Scripting, Business Intelligence, Websphere, SOA, Java Enterprise Edition, Oracle, SQL, Web Services, Linux
Education
University of Pittsburgh
BS, Electrical Engineering
UPMC April 2011 - Present
Highmark Blue Cross Blue Shield 1998 - 2010
Federated Investors 1993 - 1998
Skills
Java, JavaScript, Requirements Gathering, Testing, Systems Analysis, Database Design, Data Warehousing, Requirements Analysis, XML, Software Development, Windows, Shell Scripting, Business Intelligence, Websphere, SOA, Java Enterprise Edition, Oracle, SQL, Web Services, Linux
Education
University of Pittsburgh
BS, Electrical Engineering
Elliott Cohan's Federated Investors Experience 1982 - 1998
Job Retired after practicing law for 45 years.
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP October 1998 - June 2013
Federated Investors 1982 - 1998
US Securities and Exchange Commission 1968 - 1982
Skills
Securities, Securities Regulation, Corporate Law, Legal Research, Legal Writing, Corporate Governance, Capital Markets, Due Diligence, Mergers, Hedge Funds
Education
NYU Stern School of Business 1966 — 1968
MBA, Management
University of Maryland School of Law 1963 — 1966
LLB, Law
Kramer Levin Naftalis & Frankel LLP October 1998 - June 2013
Federated Investors 1982 - 1998
US Securities and Exchange Commission 1968 - 1982
Skills
Securities, Securities Regulation, Corporate Law, Legal Research, Legal Writing, Corporate Governance, Capital Markets, Due Diligence, Mergers, Hedge Funds
Education
NYU Stern School of Business 1966 — 1968
MBA, Management
University of Maryland School of Law 1963 — 1966
LLB, Law
PJ McGinty's Federated Investors Experience January 2001 - March 2004
Job Vice President/Regional Coordinator at Prudential Investments
Industry Financial Services
Experience
Prudential Investments April 2008 - Present
Dreyfus May 2005 - April 2008
Nationwide Insurance April 2004 - April 2005
Federated Investors January 2001 - March 2004
Putnam Investments 1997 - 2000
Skills
Asset Allocation, Series 63, Series 7, Asset Management, Mutual Funds, Alternative Investments, Investments, 401k, Equities, Financial Services, Fixed Income, Securities, Wealth Management
Education
Holyoke High School
University of Massachusetts, Amherst
Prudential Investments April 2008 - Present
Dreyfus May 2005 - April 2008
Nationwide Insurance April 2004 - April 2005
Federated Investors January 2001 - March 2004
Putnam Investments 1997 - 2000
Skills
Asset Allocation, Series 63, Series 7, Asset Management, Mutual Funds, Alternative Investments, Investments, 401k, Equities, Financial Services, Fixed Income, Securities, Wealth Management
Education
Holyoke High School
University of Massachusetts, Amherst
Todd Adkison's Federated Investors Experience January 2011 - Present
Job Lead Business Specialist at Federated Investors
Industry Financial Services
Experience
Federated Investors January 2011 - Present
Fedeated Inverstors, Inc October 2007 - January 2011
Highmark September 2005 - September 2007
PHH Mortgage January 2003 - August 2005
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, CRM, Integration, Analysis, Oracle, SQL, Vendor Management, Electronic Trading, Equities, Fixed Income, Visio, Trading, Bloomberg, Management
Education
University of North Florida 1999 — 2001
MS, Public Administration
Federated Investors January 2011 - Present
Fedeated Inverstors, Inc October 2007 - January 2011
Highmark September 2005 - September 2007
PHH Mortgage January 2003 - August 2005
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, CRM, Integration, Analysis, Oracle, SQL, Vendor Management, Electronic Trading, Equities, Fixed Income, Visio, Trading, Bloomberg, Management
Education
University of North Florida 1999 — 2001
MS, Public Administration
Greg Rendine's Federated Investors Experience May 2009 - Present
Job Manager, Global Trading Operations at Federated Investors
Industry Financial Services
Experience
Federated Investors May 2009 - Present
Morgan Stanley June 2007 - May 2009
Skills
Bloomberg, Equities, Business Analysis, Derivatives, Business Requirements, Fixed Income, Money Market, Mutual Funds, Settlement
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science Business Administration, Finance and Marketing
Federated Investors May 2009 - Present
Morgan Stanley June 2007 - May 2009
Skills
Bloomberg, Equities, Business Analysis, Derivatives, Business Requirements, Fixed Income, Money Market, Mutual Funds, Settlement
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science Business Administration, Finance and Marketing
Eric Meiring's Federated Investors Experience February 2007 - May 2012
Job Director of Fund Reporting Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
Bill Jamison's Federated Investors Experience September 1990 - Present
Job Senior Credit Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors September 1990 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
Master of Business Administration (M.B.A.)
University of Dayton 1985 — 1989
Bachelor of Science in Business Administration, Accounting and Finance
Federated Investors September 1990 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
Master of Business Administration (M.B.A.)
University of Dayton 1985 — 1989
Bachelor of Science in Business Administration, Accounting and Finance
Chris DiBartolomeo's Federated Investors Experience October 2012 - Present
Job Internal Sales Representative at Federated Investors
Industry Financial Services
Experience
Federated Investors October 2012 - Present
Skills
Series 7, Series 66, Investments, Mutual Funds, Direct Sales
Education
University of Maryland College Park 2006 — 2009
Bachelor's Degree, Kinesiology
Federated Investors October 2012 - Present
Skills
Series 7, Series 66, Investments, Mutual Funds, Direct Sales
Education
University of Maryland College Park 2006 — 2009
Bachelor's Degree, Kinesiology
Brian Stein's Federated Investors Experience May 2013 - August 2013
Job Associate Business Analyst at Giant Eagle
Industry
Experience
Giant Eagle September 2014 - Present
Giant Eagle June 2014 - August 2014
Federated Investors May 2013 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Team Leadership, Business Analysis
Education
University of Pittsburgh 2011 — 2015
Giant Eagle September 2014 - Present
Giant Eagle June 2014 - August 2014
Federated Investors May 2013 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Team Leadership, Business Analysis
Education
University of Pittsburgh 2011 — 2015
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.