Federated Investors, Inc.
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, Inc. Employees
Carlson Companies January 2011 - Present
ev3, Inc. - Acquired by Covidien June 2005 - January 2011
Children's Hospitals and Clinics of Minnesota October 2003 - June 2005
Soft Link Solutions November 1997 - October 2003
Federated Investors, Inc. June 1992 - November 1997
Robert J DePaul & Associates 1991 - 1991
Mocatta Metals Corporation (Wall Street Firm) September 1987 - September 1990
New York University Medical Center March 1985 - September 1987
Skills
PeopleSoft, Visio, HRIS, Requirements Analysis, Testing, Business Process, Management, Project Management, PS Benefits..., Integration, PeopleTools, Application Upgrade, PeopleCode, Application Engine, SQR, SQL, PS Query, Requirements Gathering, PeopleSoft Security, Vendor Management, Process Improvement, Crystal Report, Data Analysis, Oracle, Medical Devices, XML Publisher, ERP, Databases, Crystal Reports, SDLC, Benefits Administration
Education
Penn State University 1981 — 1984
MS, Engineering
Federated Investors, Inc. August 2012 - Present
Federated Investors July 2010 - August 2012
Electrolux International Company June 2008 - March 2011
Electrolux Major Appliances North America March 2006 - June 2008
Skills
New Business Development, Business Development, Sales, Product Development, Sales Operations, Negotiation, Leadership, Selling, Pricing, Marketing, Problem Solving, Merchandising, Customer Service, Brand Management, Account Management, Forecasting, Sales Management, Competitive Analysis, Retail, Contract Negotiation
Education
Louisiana State University 2001 — 2004
Bachelor of Arts and Science, General Studies
Lancaster Pollard 2012 - Present
Fifth Third Bank 2005 - 2012
Jackson National Life 2004 - 2005
Cleary University 2003 - 2004
Concordia University Ann Arbor 2003 - 2004
Comerica Bank 2001 - 2004
National Australia Bank 1999 - 2001
Ameriprise Financial Services, Inc. 1998 - 1999
PNC 1994 - 1998
Federated Investors, Inc. 1987 - 1994
Skills
Risk Management, FINRA, Mutual Funds, Financial Risk, Public Speaking, Finance, Chief Compliance Officer, AML, Internal Controls, Investments, FINRA Arbitrator, Bank-Securities..., Broker-Dealer Compliance, Investment Adviser..., Capital Markets..., Investment Company..., AML Compliance, Insurance Agency..., Training, Industry Conference...
Education
Robert Morris University
Master of Science (MBA), Business Administration
Messiah College
Bachelor of Arts (BA), History, 1978
Federated Investors, Inc. September 2013 - December 2013
Goodall Pools and Spas June 2013 - August 2013
Harrisburg Area YMCA June 2013 - August 2013
uFinancial Group June 2012 - August 2012
Skills
Public Speaking, Music Production, Marketing Strategy, Financial Analysis, Social Media, Teamwork, Microsoft Excel, Time Management, Microsoft Word, Marketing, Leadership, Microsoft Office
Education
Grove City College 2011 — 2015
Bachelor's degree, Marketing Management
Keystone Clearwater Solutions May 2012 - Present
Countrywide Energy Services August 2011 - May 2012
Red Oak Water Transfer Services NE LLC March 2011 - August 2011
ADP May 2010 - March 2011
Level3 MPS June 2009 - May 2010
Comcast October 2008 - June 2009
The ProAdjuster Group October 2005 - October 2008
Federated Investors, Inc. March 2002 - October 2005
PNC Financial Services, Inc. July 1999 - November 2000
PNC Financial Services, Inc. November 1997 - July 1999
Skills
Relationship Management, Cold Calling, Account Management, Outside Sales, Sales Operations, Sales Process, Sales, Leadership, B2B, Marketing
Education
Robert Morris University
Bachelor of Science, Business Administration, Finance
Federated Investors, Inc. February 2013 - July 2014
Orrick, Herrington & Sutcliffe LLP March 2002 - January 2013
PNC Bank 2000 - 2002
Allin 1999 - 2000
Kvaerner Metals 1996 - 1999
Skills
Data Center, Active Directory, Servers, Disaster Recovery, IT Strategy, Networking, Information Technology, Infrastructure, Cloud Computing, Telecommunications, Virtualization, VMware, IT Management, Hardware, Vendor Management, Project Management, Program Management, Cisco Technologies, Computer Hardware, Mobile Devices, Software Project..., VoIP, Microsoft Technologies, ITIL, Integration, Management, Document Management, Unified Communications, VMware ESX, Microsoft Office, Solution Architecture, Windows, IT Service Management, Network Security, Storage Area Networks, Strategy, IT Operations, Enterprise Architecture, Wireless Networking, System Deployment, Software, Project Planning, NetApp, Architecture, Cisco UCS, Global Network..., Global Operations, High Availability, Operations Management, Video Conferencing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2007
Certificate
Pittsburgh Technical Institute 1995 — 1996
Associate's degree
Penn State University 1987 — 1991
BS
Freeport 1984 — 1987
Federated Investors, Inc. April 2008 - Present
Federated Investors, Inc. April 2008 - Present
JPMorgan Chase April 2000 - March 2008
T. Rowe Price August 1998 - February 2000
General Motors July 1997 - July 1998
Education
Penn State University
Retirement Living May 2009 - Present
Invesco Ltd. December 2006 - March 2010
Invesco 2001 - 2006
INVESCO/AIM Investments December 1996 - July 2001
Claremont Technology Group August 1992 - November 1996
Federated Investors, Inc. July 1982 - August 1992
Skills
Investment Management..., Investment Technologies, Offshore Outsourcing, Project Management, Information Technology, Contractual Agreements, Consulting, Vendor Management, Outsourcing, CRM, Management, IT Strategy, Financial Services, Software Project..., Investments, Portfolio Management, Strategy, Capital Markets, Program Management, Asset Management, Business Analysis, SDLC, Operations Management, Leadership, Business Process..., Risk Management, Process Improvement, Disaster Recovery
Education
Penn State University 1977 — 1980
BS, Accounting
PNC Bank May 2009 - Present
PNC Bank October 2007 - May 2009
Ariba, Inc. January 2006 - October 2007
Federated Investors, Inc. May 2000 - January 2006
Skills
Strategy, Incentive Programs, Process Improvement, Leadership, Sales Operations, Forecasting, Financial Analysis, Management, Financial Services, Project Management, Sales, Acquisition Integration, Analysis, Business Planning, Mergers & Acquisitions, Risk Management, Public Speaking, Budgets, Banking, Sales Incentive..., Forecast & Budget..., Incentive Plan Design &..., Written & Oral...
Education
Robert Morris University 1996 — 2000
BSBA, Finance
Federated Investors, Inc. April 2011 - August 2011
Verizon May 2006 - December 2007
Mongiovi and Son Plumbing September 2000 - July 2005
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Word, PowerPoint
Education
Pittsburgh Technical Institute 2010 — 2012
Associate of Science (AS), Network Security and Computer Forensics, 3.4
Federated Investors, Inc. January 2014 - Present
Cut n Run Productions 2001 - Present
Federated Investors January 2006 - January 2014
Skills
System Administration, SharePoint, SCOM, SCCM, Print Management, Active Directory, Photography, Video Production, Windows Server, VMware ESX, ITIL, Disaster Recovery, Windows 7, Powershell, Virtualization, Vendor Management, Enterprise Architecture, Integration, IT Strategy, Computer Hardware, Microsoft Office..., OS X
Education
ITT Technical Institute-Pittsburgh 1998 — 1999
Associate's degree, Electrical and Electronics Engineering
Broadridge Financial Solutions September 1999 - Present
Federated Investors, Inc. March 1995 - September 1999
Skills
Mutual Funds, Financial Reporting, SQL, Oracle, Greenplum, PL/SQL, ETL, Databases, Database Design, Software Design, Java, Regular Expressions, Separately Managed..., Unified Managed Accounts, Qualified Retirement..., Financial Analysis
Education
Lehigh University 1989 — 1992
BS, Computer Engineering
Federated Investors, Inc. November 2012 - Present
Goldman Sachs November 2009 - November 2012
Goldman Sachs January 2007 - October 2009
Accenture July 2004 - December 2006
Skills
Portfolio Construction, Mutual Funds, Inside Sales, Economics, Series 7, Series 63, Equities, Fixed Income, Alternative Investments, Private Equity, Hedge Funds, Asset Allocation, Wealth Management, Options, ETFs, Financial Analysis, Venture Capital, Finance, Structured Products, Separately Managed..., 401k, Institutional..., Retirement, Bonds, Portfolio Management, Investment Management, Asset Management, Securities
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, Economics and Entrepreneurship
Indiana University Bloomington 2000 — 2004
BS, Economics
GetAbby March 2015 - Present
CA Technologies February 2007 - March 2015
Del Monte Foods January 2004 - February 2007
Federated Investors, Inc. November 2000 - January 2004
UPMC Health Plan June 2000 - November 2000
Skills
.NET, Microsoft SQL Server, ASP.NET, AJAX, Visual Studio, jQuery, MySQL, PHP, JavaScript, Oracle, Eclipse, Apache, JSP, JSON, WPF, XML, Agile Methodologies, C#, SQL, VB.NET, Software Development, Databases, Java, Design Patterns, IIS, Web Applications, Visual Basic, ASP, Linux, SDLC, Business Intelligence, Programming, Software Engineering, ADO.NET, Data Warehousing, Windows, VBScript, Web Services, HTML, Scrum, DHTML, PL/SQL, SharePoint, Requirements Analysis, ASP.NET AJAX, Software Project..., Architecture, Software Design, CMS, ASP.NET MVC
Education
Saint Vincent College 1996 — 2000
BS, Computer Science / Information Technology
Pittsburgh Central Catholic High School 1992 — 1996
Diploma, General Studies
Federated Investors, Inc. June 2010 - Present
Tutor.com December 2012 - Present
Ironmeals.com January 2011 - Present
Federated Investors, Inc. June 2008 - January 2010
Skills
Microsoft Office, Bloomberg, Public Finance, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General, 3.87
Federated Investors, Inc. September 2013 - Present
Freelance February 2011 - Present
Federated Investors, Inc. July 2013 - September 2013
Walmart August 2011 - July 2013
Skills
Active Directory, Windows 7, Networking, Computer Hardware, Windows Server, Troubleshooting, Microsoft Office, CompTIA Network+..., DNS, Computer Hardware..., Customer Support, Leadership, HTML, Customer Service, Wireless Networking, Network Administration, Technical Support, Windows, Laptops, Computer Repair, Computer Maintenance, Antivirus, DHCP, Servers, Security, VMware Workstation, Network Security, Software Installation, Routers, TCP/IP, System Administration, VMware, Data Center, Information Technology, Linux, Routing Protocols, Terminal Services, Backup Exec, Penetration Testing, IT Audit, IDS, IPS, Incident Management, Change Management, Secure Web Gateway..., Checkpoint Security, Network Traffic Analysis, Firewall Appliance, Compliance, Risk Assessment
Education
SANS
Mobile Device Security and Ethical Hacking
Pittsburgh Technical Institute 2011 — 2013
Associate's degree, Information Technology Network Administration
Freeport Area Senior High School 2007 — 2011
High School Diploma, General Education
Foresight Global Investors July 2015 - Present
Consultant 2013 - June 2015
UniCredit Markets & Investment Banking 2011 - 2012
Troika Dialog 2008 - 2011
Black Cod LLC 2005 - 2008
Credit Suisse 2003 - 2005
Federated Investors, Inc. 1997 - 2002
Brandes Investment Partners 1994 - 1996
Skills
Investment Banking, Capital Markets, Derivatives, Fixed Income, Equities, Bloomberg, Structured Products, Equity Derivatives, Financial Markets, Emerging Markets, FX Options, Structured Finance, Corporate Finance, Trading, Financial Structuring, Equity Capital Markets, Interest Rate..., Financial Modeling, Valuation, Bonds, Equity Research, Portfolio Management, Investments, Hedge Funds, Asset Management
Education
Thunderbird School of Global Management
MBA, International Finance
Villanova University
BS, Finance
Cannon Trust School 2013 — 2014
Trust Fundamentals, Trust I , Trust II, Trust & Estate Planning
Northwestern University 2013 — 2015
CFP Program
Federated Investors November 2014 - Present
Federated Investors, Inc. August 2013 - Present
Federated Investors May 2013 - August 2013
Federated Investors, Inc. December 2012 - February 2013
Federated Investors, Inc. May 2012 - September 2012
Skills
Programming, Mathematics, Microsoft SQL Server, Java, Databases, Database Administration, SQL Server Management..., SQL
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Computer Science
Federated Investors, Inc. January 2014 - Present
Broadmark Asset Management April 2011 - January 2014
Global Currents Investment Management, LLC 2008 - 2010
Brandywine Global 2005 - 2007
Smith Barney Consulting Group, formerly Citigroup 1996 - 2002
Skills
Bloomberg, P&L, Institutional..., Retirement, Asset Allocation, Finance, Alternative Investments, Trading, Asset Managment, CRM, Financial Services, Risk Management, Income Statement, Securities, Separately Managed..., Global Marketing, Portfolio Management, Strategy, Equities, Fixed Income, Investment Management, Asset Management
Education
Loyola University of Chicago
BBA, Marketing
Depomed, Inc. November 2012 - Present
Intevac September 2008 - July 2012
Control Solutions Intl October 2004 - August 2008
Watsco, Inc February 2004 - October 2004
Deloitte & Touche LLP March 1999 - January 2004
Mellon Bank 1996 - 1999
Federated Investors, Inc. 1994 - 1996
Skills
Internal Audit, Business Process..., Application Control..., Sarbanes-Oxley, Project Management, Quality Assurance, Risk Assessment, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Process Improvement, SAP, Financial Analysis, Financial Reporting, Business Process, Due Diligence, Enterprise Risk..., Vendor Management, Management, Revenue Recognition, Accounts Payable, Software Documentation, Finance, Budgets, Leadership, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
MBA
Indiana University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.)
Vanguard September 2013 - Present
iShares, BlackRock 2009 - September 2013
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2004 - 2007
Federated Investors, Inc. 2002 - 2004
Evergreen Investments 2001 - 2001
Skills
ETFs, Alternative Investments, Structured Products, Mutual Funds, Qualified Retirement...
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Finance
Vesuvius July 2014 - Present
ARDEX 2009 - June 2014
Buchanan Ingersoll & Rooney PC 2004 - 2008
Federated Investors, Inc. 1997 - 2003
Skills
Financial Reporting, Pricing, Forecasting, Financial Modeling, SAP, Finance, Competitive Analysis, Cost Accounting, Variance Analysis, Cross-functional Team..., Corporate Finance, Budgets, Business Planning, P&L, Strategy, Hyperion Enterprise, Mergers & Acquisitions, Team Building, Strategic Planning, New Business Development, Contract Negotiation
Education
Robert Morris University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Lara, May & Associates, LLC 2014 - Present
Fifth Third Bank 2012 - 2013
UBS 2007 - 2012
McDonald Financial Group/McDonald Investments 1995 - 2006
Federated Investors, Inc. 1980 - 1994
Incremental Systems Corporation 1991 - 1992
Hinds, Lind and Miller, CPA's 1978 - 1980
Minnock Development Corporation 1977 - 1978
Skills
Investment Advisory, Strategic Financial..., Investments, Investment Management, Wealth Management..., Financial Services, Private Banking, Mutual Funds, Series 7, Hedge Funds, Finance, Estate Planning, Investment Banking, High Net Worth..., Risk Management, Insurance
Education
University of Pittsburgh 1985 — 1987
MBA, Joseph M. Katz Graduate School of Business
Indiana University of Pennsylvania 1973 — 1977
B.S. Business Management
United States Naval Academy Preparatory School
Connellsville Area High School
The Meadows Racetrack and Casino February 2015 - Present
AEC Group August 2014 - February 2015
Federated Investors, Inc. March 2014 - July 2014
Pittsburgh Technical Institute October 2012 - July 2014
Skills
Communication Skills, Networking, Microsoft Excel, Technical Support, Data Analysis, Microsoft Word, Teamwork, Information Technology, Telecommunications, Troubleshooting, Microsoft Office, Windows, Computer Hardware, Windows 7, Windows Server, Windows XP, Customer Service, VMware, Active Directory, Hardware, Help Desk Support
Education
Pittsburgh Technical Institute 2012 — 2014
Canon-McMillan High School 2009 — 2012
High School Diploma, Various Studies
BNY Mellon June 2015 - August 2015
Federated Investors, Inc. May 2014 - August 2014
DICK'S Sporting Goods May 2013 - January 2014
Skills
Retail, Merchandising, Sales, Customer Service, Time Management, Visual Merchandising, PowerPoint, Microsoft Excel, Inventory Management, Microsoft Office, Microsoft Word, Retail Sales, Stata, Outlook, Presentations
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Economics
Mt. Lebanon High School 2008 — 2012
High School
Federated Investors, Inc. June 2004 - Present
Lender's Service, Inc. April 1992 - October 2003
Skills
Microsoft Exchange, Symantec Enterpise Vault, McAfee Email Gateway..., McAfee Email Cloud..., Disaster Recovery, VMware, Blackberry Enterprise..., System Administration, Technical Support, ITIL, Actiance Vantage, Software Documentation, VMware ESX, Citrix, Servers, Captaris RightFax, Good Technologies Good...
Education
Penn State University
Bloomberg LP November 2013 - Present
Activ Financial May 2008 - October 2013
Federated Investors, Inc. January 2005 - January 2008
Data Storage Solutions January 2001 - January 2005
Skills
Linux, Servers, Data Center, Low Latency, Shell Scripting, Trading Systems, Unix, Cisco Technologies, Solaris, TCP/IP, Market Data, Software Development, Operating Systems, System Administration, SQL, Red Hat Linux, Firewalls, Routing
Education
New York University 1997 — 2001
Bachelors Degree, Computer Science/Mathematics
New York University 1997 — 2001
Bachelor's degree, Computer Science
PNC May 2009 - Present
Federated Investors, Inc. May 1999 - May 2007
Skills
Sales Process, Relationship Management, Sales Management, Sales
Education
Penn State University 1991 — 1995
Finance, General
creehan & company July 2015 - Present
creehan & company May 2014 - July 2015
Federated Investors, Inc. February 2014 - May 2014
Federated Investors, Inc. May 2012 - February 2014
Robert Morris University August 2011 - May 2013
Robert Morris University August 2011 - May 2012
Skills
Access, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Analysis, System Administration, SharePoint, Leadership, Windows 7, Windows, Visio, Microsoft Excel, Public Speaking, Data Analysis, Technical Support, Customer Service, SQL, Systems Analysis, Project Management, Visual Basic, HTML, Business Analysis, Time Management, SDLC, Quality Assurance
Education
Robert Morris University 2012 — 2014
Master of Science (M.S.), Information Technology Project Management
Robert Morris University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Federated Investors, Inc. July 2012 - Present
Nittany Lion Fund May 2010 - December 2011
BlackRock June 2011 - August 2011
Skills
Bloomberg, Equities
Education
Penn State University 2008 — 2012
Bachelor's degree, Finance, Economics Minor, Magna Cum Laude
Federated Investors, Inc. March 2014 - Present
Little Earth Production January 2013 - March 2014
NEP Supershooters LP April 2009 - December 2012
NEP Supershooters LP April 2009 - February 2010
Ohio University Athletics Development Office January 2008 - January 2009
University of Pittsburgh’s Panther Club April 2006 - January 2007
Skills
Management, Budgets, Event Management
Education
Ohio University 2005 — 2009
Bachelor's degree, Sports Management
Ohio University
Sport Management
PNC April 2013 - Present
B2T Training June 2003 - Present
Same Page IT Consulting March 2000 - Present
Federated Investors, Inc. May 2012 - December 2012
BNY Mellon March 2000 - October 2011
PNC November 2006 - February 2007
Peregrine Advisors January 2005 - December 2005
Innovative Benefits Consulting, Inc. January 2004 - December 2005
EDS, an HP Company October 1998 - February 2000
Point Park College March 1997 - October 1999
Skills
Business Analysis, Software Project..., Project Facilitation, Public Speaking, Problem Solving, Teamwork, Teaching, Business Process, Mentoring, Requirements Analysis, Process Improvement, Requirements Gathering, SDLC, Analysis, Coaching, Visio, Strategic Planning, Product Management, Process Engineering, Change Management, MS Project, Team Building, Program Management, Quality Assurance, Technical Writing, Team Leadership, Project Planning, Customer Relations, Access, Documentation, Data Analysis, Business Process..., Software Documentation, Customer Service, Project Management, Training, Business Requirements, PMO, Databases, Data Modeling, Testing, Vendor Management, PMP, Systems Analysis, Resource Management, Business Intelligence, Information Technology, CRM, Business Process Design, Consulting
Education
University of Pittsburgh 1983 — 1985
MS, Information Systems
Indiana University of Pennsylvania 1974 — 1978
BS, Business Education
Montour High School 1970 — 1974
Google/Zero Chaos April 2013 - Present
Access Data Corp September 2004 - July 2011
Access Data Corp April 2007 - January 2010
Access Data Corp September 2004 - April 2007
Federated Investors, Inc. December 2000 - September 2004
Skills
Customer Relations, Access, MS Project, Microsoft Office, Business Analysis, SQL, HTML, Quality Assurance, Product Management, SharePoint, Product Development, Outlook, Project Planning, Social Media, Excel, Problem Solving, Customer Service, Word, Team Building, Marketing
Education
Kaplan College 2000 — 2002
Bachelor of Science (B.S.), Information Technology/Management
Pittsburgh Technical Institute 1998 — 2000
Associates Degree, Specialized Business
Federated Investors, Inc. August 2013 - Present
Federated Investors June 2011 - August 2013
Arborel Tree Service, Inc. May 2010 - August 2010
Skills
Series 6, Series 63, Client Service, Customer Service, Mutual Funds, Investments, Problem Solving, Critical Thinking, Money Market, Bonds, Securities, Series 7, Options, Sales, Investment Advisory
Education
Penn State University 2007 — 2011
B.S., Economics
Independent -Seeking role in corporate market 2008 - Present
Brian Patten and Associates 2014 - 2014
John Maxwell Team 2013 - 2014
Common Plea Event Coordinator at Mansions on Fifth January 2011 - February 2012
The Hutton Group, Inc. 2010 - 2010
Federated Investors, Inc. January 1998 - October 2008
Fiddlestix Gifts June 1992 - February 2001
McDonald's Corporation 1982 - 1989
Skills
client focused, Team Building, High Energy Level, Project Management, creative, effective communicator, Organization, Multi-tasking Skills, Leadership, CRM, Event Management, Time Management, Social Networking, Marketing, Public Speaking, Training, Event Planning, Nonprofits, Fundraising, Social Media Marketing, Entrepreneurship, Marketing Communications, Meeting Planning, Communication Skills, Management
Education
Indiana University of Pennsylvania
Bachelors of Science Degree, Communications
Schneider Downs April 2014 - Present
BDO USA, LLP (Formerly Alpern Rosenthal) December 2008 - February 2014
Deloitte 2005 - 2008
GENCO 2001 - 2005
Synergistics Technologies/AZCAR 1998 - 2001
CISCORP 1990 - 1998
Federated Investors, Inc. 1984 - 1990
Skills
Marketing Communications, Marketing Strategy, Accounting Marketing, Strategic Creative..., Strategic Communications, Presentation Development, Advertising, Integrated Marketing, Public Relations, Strategy, Thought Leadership, Proposal Writing, Strategic Planning, Media Relations, Marketing Management, Business Development, Social Media, Corporate Communications, Marketing, Sales, Strategic Partnerships, Start-ups, Program Management, Google Analytics, Email Marketing, Management, Brand Development, Direct Marketing, Copywriting, B2B Marketing, Corporate Branding, Marketing Research, Management Consulting, Social Media Marketing, Digital Marketing, Direct Mail, Internal Communications, Competitive Analysis, Budgets, Website Development, Product Marketing, Newsletters, Facebook, Event Management, New Business Development, Sponsorship, Social Networking, Event Planning, Market Research
Education
Robert Morris University 1994 — 1999
2006Harvard Business School Publishing
Point Park College
A.S, Business
Robert Morris University
B.A, Communications
Federated Investors, Inc. January 2014 - Present
J.P. Morgan July 2013 - January 2014
J.P. Morgan July 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Asset Management, Data Analysis, Dashboarding, Middle Office, Project Management, Microsoft Excel, Internal Controls, Analysis
Education
Penn State University 2007 — 2011
B.S. Finance
Ampco-Pittsburgh Corporation May 2015 - Present
Ampco-Pittsburgh Corporation July 2012 - April 2015
Bayer October 2010 - July 2012
American United Life April 1999 - October 2010
Federated Investors, Inc. 1997 - 1999
Skills
HRIS, Employee Benefits, Deferred Compensation, Benefits Administration, Human Resources, 401k, Defined Benefit, SAP HR, Pensions, Retirement Planning, Risk Management, Health Insurance, Insurance
Education
Grove City College
Bachelor of Business Administration (B.B.A.), Marketing and Economics
Indiana University-Purdue University at Indianapolis
Master of Business Administration (M.B.A.), Finance
Thermo Fisher Scientific March 2014 - Present
Federated Investors April 2010 - March 2014
Federated Investors, Inc. May 2008 - April 2010
Federated Investors, Inc. June 2006 - April 2008
Federated Investors, Inc. May 2005 - June 2006
The Todd Organization August 2003 - May 2005
The Todd Organization October 2002 - August 2003
Federated Investors, Inc. November 2000 - October 2002
Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds, Asset Managment, Finance, Process Improvement, Variance Analysis, Asset Management, Equities, Valuation, Budgets, Financial Services, Analysis, Due Diligence, Securities
Education
Robert Morris University 2001 — 2003
Master's degree, Finance, 3.63
Slippery Rock University of Pennsylvania 1998 — 2000
BSBA, International Business, 3.24
Slippery Rock University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), French and Spanish, 3.354
North Hills
New York Life & MainStay Investments October 2014 - Present
Columbia Management January 2014 - October 2014
SunAmerica Financial Group May 2013 - December 2013
The Hartford August 2011 - May 2013
The Hartford February 2003 - September 2011
Dreyfus Investments February 2000 - February 2003
Federated Investors, Inc. May 1998 - February 2000
The Hartford May 1996 - May 1998
Skills
Series 7, Mutual Funds, Series 63, Asset Management, Wholesaling, Wholesale, Retirement Planning, 401k, Retirement, Series 6, Fixed Annuities, Separately Managed..., Asset Allocation, Series 65, Wealth Management, Series 24
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS)
Reed Smith LLP October 2002 - October 2014
Federated Investors, Inc. June 1998 - October 2002
Buchanan Ingersoll & Rooney PC June 1992 - November 1997
Skills
Contract Negotiation, Securities Regulation, Legal Research, Corporate Law, Legal Writing, Litigation, Corporate Governance, Securities, Microsoft Office, Licensing, Microsoft Excel, Legal Compliance, Microsoft Word, Joint Ventures, Project Management, Management
Education
Penn State University 1992 — 1993
Paralegal Certificate
Penn State University 1985 — 1989
Bachelor of Arts (B.A.), Administration of Justice
PNC May 2015 - Present
Federated Investors, Inc. September 2013 - May 2015
SAI Consulting Engineers, Inc. November 2011 - September 2013
The Cheesecake Factory September 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Proposal Writing, Outlook, Marketing Communications, Business Development, Event Planning, Teamwork, Data Analysis, Customer Service, Event Management, Interviews, Telephone Skills, Sales, Finance, Social Media
Education
Point Park University 2012 — 2016
B.S., Economics & Finance
Bradford School 2010 — 2011
Associate in Specialized Business, Legal Administration
Boston Financial Data Services January 2014 - Present
Boston Financial Data Services February 2007 - January 2014
Boston Financial Data Services July 2004 - February 2007
Federated Investors, Inc. January 2004 - June 2004
Federated Investors, Inc. April 2000 - January 2004
Skills
Microsoft Excel, Process Improvement, AML, Fraud, Risk Management, Call Centers, Anti Money Laundering, Mutual Funds, Investments, Portfolio Management, Securities
Education
Newbury College 1991 — 1993
Culinary Arts
Archbishop Williams HS 1987 — 1991
AlphaHedge Capital Partners, LLC April 2014 - Present
Bandon Capital Management, LLC July 2009 - September 2013
Concord Wealth Management January 2007 - October 2008
Robeco USA / Weiss, Peck & Greer, LLC March 2001 - April 2003
mPower January 1999 - March 2001
Federated Investors, Inc. December 1980 - January 1999
Skills
Alternative Investments, Investments, Mutual Funds, Investment Management, Wealth Management, Strategy, Asset Allocation
Education
Grove City College 1976 — 1980
BA, Business
Upper St. Clair HS 1972 — 1976
Federated Investors, Inc. July 2013 - Present
Bayer HealthCare April 2013 - July 2013
Bayer HealthCare May 2012 - May 2013
Bayer HealthCare June 2011 - April 2012
rue21 January 2010 - June 2011
rue21 October 2008 - December 2009
IUP August 2005 - May 2008
USG Insurance Services, Inc. January 2007 - April 2007
Registrars Office, IUP May 2005 - May 2006
Skills
Troubleshooting, Requirements Analysis, Business Analysis, Testing, Project Management, Visio, Leadership, Project Planning, Program Management, SharePoint, Analysis, Management, Information Technology, Operating Systems, Process Improvement, Software Documentation, Networking, Technical Support, IT Operations, IT Management, Business Process, Root Cause Analysis, Problem Management, Vendor Management, SDLC, Cost-Benefit Analysis
Education
Indiana University of Pennsylvania 2005 — 2008
BS, Information System
PNC November 2013 - Present
Federated Investors, Inc. May 2012 - November 2013
Federated Investors May 2010 - May 2012
Federated Investors November 2008 - May 2010
AIG Financial Advisors May 2008 - October 2008
Skills
Microsoft Office, Bloomberg Terminal, Morningstar Direct, Lipper, Investments, Finance, Analytics, Competitive Analysis, Equities, Market Research, Product Management, Risk Management, Wealth Management
Education
Penn State University 2004 — 2008
B.S., Finance
Penn Hills School District August 2007 - 2013
Longmore Academy June 2007 - August 2008
Federated Investors, Inc. May 2006 - June 2007
Education
University of Pittsburgh 2009 — 2011
Administrator/supervisory certification (K-12), Educational Leadership and Administration, K-12
Robert Morris University 2006 — 2008
Master of Arts (MA), Instructional Leadership
La Roche College 2002 — 2004
Bachelor of Arts (BA), English/Language Arts Teacher Education, 7-12
Robert Morris College 1989 — 1993
Business Administration and Management, General
Vanguard August 2012 - Present
Goldman Sachs Asset Management June 2009 - August 2012
Federated Investors April 2006 - June 2009
Federated Investors, Inc. 2003 - 2006
Skills
Series 7, Series 63, FINRA, Private Equity, Options, Financial Markets, Structured Products, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Financial Services, Securities
Education
La Roche College 1998 — 2002
Federated Investors 2008 - Present
Federated Investors, Inc. 2001 - 2008
Federated Investors 1989 - 2001
Skills
MS Access, Business Requirements, Business Analysis, Data Analysis, Management, SQL*Plus, Microsoft Excel, Financial Analysis, Financial Services, SharePoint, Software Documentation, Investments, Insurance, Access
Education
Penn State University 1981 — 1985
Bachelor of Science, Economics
Bethal Park Sr High School 1977 — 1980
Rice Energy August 2014 - Present
Federated Investors, Inc. June 2011 - August 2014
Skills
Series 63, Mutual Funds, Series 6, Microsoft Office, Microsoft Excel, Microsoft Word
Education
John Carroll University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Absolutely In LLC February 2014 - Present
SEMAC (Slay Event Management and Consulting) July 2013 - February 2014
Professional Convention Management Association April 2012 - April 2013
JMU Hospitality and Tourism Management Department August 2011 - November 2012
Federated Investors, Inc. July 2012 - August 2012
Trends to Traditions May 2012 - August 2012
Treasured Passages August 2011 - December 2011
The Hutton Group, Inc May 2010 - August 2011
Phipps Conservatory May 2010 - August 2010
Skills
Event Planning, Event Management, Facebook, Social Media, Blogging, Fundraising, Public Speaking, Customer Service, PowerPoint, Marketing, Hotels, Microsoft Excel, Meeting Planning, Microsoft Office, Hospitality, Microsoft Word, Tourism
Education
James Madison University 2009 — 2013
Bachelor, Business Administration; Hospitality and Tourism Management
JX Enterprises August 2014 - January 2015
Quad Graphics January 2007 - August 2014
Volunteer 1994 - 2007
Nissan Motor Company 1992 - 1994
Federated Investors, Inc. 1986 - 1991
Deloitte and Touche 1984 - 1986
Skills
Financial Reporting, Account Reconciliation, General Ledger, Payroll, Microsoft Office, Coda Financials, Peoplesoft, Accounting, Financial Analysis, Microsoft Access, Process Improvement, Financial Accounting, Variance Analysis, Financial Statements, Accounts Receivable
Education
Penn State University
Bachelor of Science (B.S.), Accounting, 3.9
PNC December 2010 - Present
Federated Investors, Inc. 1994 - 2010
Skills
Business Analysis, Business Requirements, SDLC, Visio, Requirements Gathering, Financial Analysis, Requirements Analysis, Risk Management, Analysis
Education
Point Park University
Bachelor of Applied Science (B.A.Sc.), Accounting
BNY Mellon October 2012 - Present
BNY Mellon May 2007 - October 2012
Cookson Pierce & Co. 2005 - 2006
Federated Investors, Inc. August 1999 - September 2005
Skills
Mutual Funds, Securities, Banking, Investments, Marketing, Wealth Management, Relationship Management, Customer Service..., Equities, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Management, Risk Management, Financial Services, Portfolio Management, Financial Markets
Education
Point Park University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Federated Investors August 2014 - Present
Federated Investors, Inc. September 2010 - October 2014
BNY Mellon June 2007 - September 2010
Penn State University May 2007 - August 2007
Skills
Charles River IMS, Bloomberg Terminal, Foreign Exchange, Microsoft SQL Server, Trading Operations, Securities, Microsoft Office, Middle Office, Omgeo Oasys, Settlement, Equities, Trading, Bonds, Bloomberg, Fixed Income, Process Improvement, Requirements Gathering
Education
Penn State University 2012 — 2013
Undergraduate Certificate, Information Technology
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
Federated Investors, Inc. December 2013 - Present
TEKsystems September 2011 - November 2013
TowerMetriX, Inc. May 2010 - August 2010
Greenfield Lawncare May 2009 - August 2009
Penn State University September 2008 - April 2009
Vocelli Pizza September 2006 - August 2008
Owl Cleaners September 2005 - August 2006
Skills
Technical Recruiting, Microsoft Office, Internet Recruiting, Recruiting, SharePoint, Interviews, Networking, Strategic Planning, Customer Service, Management, Staffing Services, Human Resources, Applicant Tracking..., Sourcing, Time Management, SDLC
Education
Penn State University 2007 — 2011
B.S., Finance
North Allegheny High School
PNC June 2014 - Present
Federated Investors, Inc. May 2013 - August 2013
Resources Global Professionals June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management
Education
Miami University 2010 — 2014
Bachelor's degree, Finance, General
London School of Economics and Political Science 2012 — 2012
Finance
Intercontinental Exchange NYSE Regulation, Inc. June 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2014 - June 2015
Financial Industry Regulatory Authority (FINRA) May 2013 - July 2014
IMG-Crown April 2012 - May 2013
Federated Investors, Inc. 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, C++, Social Media, Public Speaking, Teamwork, Data Analysis, Analysis, Management, Strategic Planning, Salesforce.com, Sales, Access, Economics, Outlook, Leadership, Financial Analysis, Project Management, Government, Energy, Finance
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Energy, Business and Finance
Pittsburgh Central Catholic High School 2003 — 2007
K&L Gates July 2005 - Present
Federated Investors, Inc. January 2001 - July 2005
Skills
Human Resources
Education
Ohio University 1997 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Westminster College (PA) 1994 — 1997
Federated Investors, Inc. April 2013 - Present
Lowe's Home Improvements May 2010 - March 2013
Two Brothers Barbeque May 2008 - October 2008
Classic Impressions June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Research, Public Speaking, Access, Social Media, Photoshop, Windows, Time Management, Data Analysis, Leadership
Education
Robert Morris University 2009 — 2012
Bachelor's degree, Financial Mathematics
Robert Morris University 2009 — 2012
Bachelor of Science, Applied Mathematics – Concentration Financial Mathematics
South Fayette Township High School 2005 — 2009
Federated Investors, Inc. November 2012 - Present
Federated Investors October 2011 - October 2012
Federated Investors November 2010 - October 2011
The Lubrizol Corporation September 2009 - May 2010
Crowe Horwath LLP January 2009 - April 2009
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Access, Separately Managed...
Education
John Carroll University 2006 — 2010
Bachelor of Science in Business Administration, Accountancy
Federated Investors, Inc. May 2013 - Present
BNY Mellon June 2012 - May 2013
BNY Mellon November 2010 - June 2012
BNY Mellon May 2008 - November 2010
Skills
Business Analysis, Requirements Gathering, SDLC, SQL, Systems Analysis, Requirements Analysis, Business Intelligence, Business Process, Equities, Business Requirements, Visio, Process Improvement
Education
Robert Morris University 2010 — 2012
Master's degree, Competitive Intelligence Systems
Slippery Rock University of Pennsylvania 2003 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
PGi (Premiere Global Services) April 2007 - Present
Contractor April 2003 - March 2007
Federated Investors, Inc. 1998 - 2002
CTG-Metals Center 1994 - 1998
Davy International 1989 - 1994
Pyromet Systems 1987 - 1990
Skills
Business Process, Business Analysis, Agile & Waterfall..., Agile Methodologies, Full SDLC, Business Systems..., Software Quality..., Test Management, Cross-functional Team..., Test Planning, Microsoft Office, Microsoft SQL Server, Change Management, Risk Assessment, Software Engineering, Test Cases, Manual Testing, Integration Testing, Regression Testing, Test Automation, Software Documentation, Software Development, Software Design, User Acceptance Testing, Database Design, Scrum, User Interface Design, System Testing, Software Installation, Oracle SQL, Mercury, Fortran, COBOL, C++, Perl, Toad, Web Development, HTML, SDLC, Testing, Databases
Education
University of Pittsburgh
B.S., Business, Computer Science
Indiana University of PA
Business/Systems Analysis
Jump Solutions September 2014 - Present
Federated Investors, Inc. 2004 - 2006
SunGard 2002 - 2004
Citi 1998 - 1999
Citi 1997 - 1998
Deutsche Bank 1994 - 1997
Skills
Trading Systems, Charles River IMS, Business Analysis, Portfolio Management, SDLC
Education
New York University 1999 — 2001
Master of Science (MS), Management Information Systems, General
Rutgers University-New Brunswick 1991 — 1994
Bachelor's degree, Economics
Highmark Inc. 2014 - Present
Federated Investors, Inc. 2012 - 2014
UPMC - Technology Development Center 2010 - 2012
Seneca Valley School District 2003 - 2011
PLS Logistics Services 2008 - 2010
Sherpa Software 2006 - 2008
kemma software 1999 - 2006
Napier Consulting 1998 - 1999
Tsa Advet 1996 - 1998
GNC August 1995 - October 1996
Skills
Product Management, Product Development, Product Design, Product Launch, Passion for Products, Agile, Scrum, CMMI, Process Improvement, Project Management, Cross functional Team..., Product Life Cycle..., Pricing Strategy, Program Management, Enterprise Software, CRM, Strategy, Start-ups, Agile Methodologies, Cross-functional Team..., Product Lifecycle..., Leadership, Microsoft SQL Server, C#, SharePoint, E-commerce, Software Engineering, Management, Strategic Planning
Education
Indiana University of PA
BS, Computer Science
Federated Investors, Inc. December 2013 - Present
Federated Investors December 2011 - December 2013
UPMC October 2005 - December 2011
Affiliated Computer Services October 2002 - October 2005
Skills
SSRS, SQL, VBA, Markit EDM, MS Access, T-SQL, Oracle PL/SQL..., Control M, Reporting & Analysis, Microsoft Excel, Access, SharePoint, Requirements Gathering, Visio
Education
Pennsylvania State University-Erie Campus 1996 — 2001
BS, Management Information Systems
Carnegie Investment Counsel September 2015 - Present
Federated Investors, Inc. October 2012 - September 2015
RJL Group June 2009 - August 2009
Prime Solutions Advisors, LLC June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sales, Microsoft Word, Team Leadership, Outlook, Mutual Funds, Investments, Relationship Management, Sales Presentations, Portfolio Management, Salesforce.com
Education
Ohio University 2006 — 2010
Bachelor, Business Administration; Finance
Federated Investors, Inc. May 2014 - Present
Federated Investors, Inc. May 2013 - May 2014
BNY Mellon June 2012 - August 2012
BNY Mellon May 2008 - January 2009
Skills
SharePoint, Microsoft Excel, Auditing, CRM, Microsoft Office, Visio, Access, Requirements Gathering, Business Analysis, Business Intelligence, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, PowerPoint, Systems Analysis, Customer Service, Social Media, Time Management, Visual Studio, SharePoint Designer, Microsoft Office..., Pivotal CRM, Requirements Analysis, Symantec Backup, Symantec Security, ACL Software, Tax Accounting, Project Management, Site Development, International Market..., TFS, Visual Studio Team..., Regression Testing, Test Planning, System Testing, Test Automation, User Acceptance Testing, Test Management, Computer Systems..., Leadership, Analysis, Primavera P6, Project Planning
Education
Penn State University 2009 — 2014
Bachelor of Science (B.S.), Accounting and Business/Management
Federated Investors, Inc. September 2013 - Present
Federated Investors June 2008 - August 2013
Ameriprise Financial Services, Inc. January 2006 - June 2008
Windmill Lakes Golf Club June 2003 - December 2005
Skills
Series 7, Insurance, Series 63, Asset Management, Mutual Funds, Retirement Planning, Investments, Wealth Management, Portfolio Management, Investment Advisory, Retirement, Asset Allocation
Education
Kent State University 1999 — 2003
Business Administration, Finance
Grant Thornton LLP January 2014 - March 2015
Federated Investors, Inc. May 2012 - August 2013
Penn State Investment Association August 2011 - December 2011
American Environmental Group, Ltd. May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Primavera P6, Corporate Finance, Taekwondo, Microsoft Word, Analysis, Forecasting, Finance, Management, Budgets, Teamwork, PowerPoint, Public Speaking, Access, Data Analysis, Investments
Education
Penn State University 2010 — 2015
Master of Science (M.S.), Accounting
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Finance, Accounting
Federated Investors, Inc. 2008 - 2014
Skills
Excel, Microsoft Office, Customer Service, Word, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Budgeting, Administration, Budgets, Product Development, Microsoft Excel, English
Education
Northeastern University
Master of Business Administration (MBA), Finance and Marketing
Federated Investors, Inc. January 2015 - Present
Federated Investors, Inc. December 2008 - December 2014
XenoSurvey, Inc. August 2007 - September 2008
Davison Design & Development April 2005 - August 2007
Mega Robot April 2005 - 2007
Breakout Growth Advisors January 2004 - March 2005
Development Dimensions International August 1994 - September 2003
Skills
Software Development, Process Improvement, Requirements Analysis, Start-ups, Business Analysis, Project Management
Education
Keller Graduate School of Management 2003 — 2003
Business Administration
DeVry University 1979 — 1982
BS, Electronics Engineering Technology
Federated Investors, Inc. July 2011 - July 2013
Axiom International Investors September 2008 - July 2011
American Capital Strategies January 2007 - June 2007
Credit Suisse January 2006 - June 2006
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Financial Analysis, Equity Research, Portfolio Management, Equity Valuation, Asset Managment, Analysis
Education
Northeastern University 2003 — 2008
BSBA
Northeastern University
Bachelor of Science
Federated Investors, Inc. Portfolio AnalystRyland Mortgage Company1989 - 1993
Skills
Investment Management, Bonds, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Securities, Capital Markets
Education
Loyola College in Maryland 1989 — 1993
Master of Business Administration (MBA), Finance
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance, General
CVS Caremark Corporation August 1992 - Present
CVS Caremark Corporation October 1995 - October 2000
CVS Caremark Corporation August 1992 - October 1995
Federated Investors, Inc. May 1989 - August 1992
Federated Investors, Inc. June 1987 - May 1989
Skills
SDLC, Requirements Analysis, Business Analysis, Process Improvement, Visio, Project Management, Vendor Management, SharePoint, Agile Methodologies, Software Project..., User Acceptance Testing, IT Strategy, Business Requirements, SQL, Microsoft Office, Quality Assurance, Healthcare Information...
Education
Robert Morris College 1990 — 1992
Computer Information Systems
ICM School of Business 1985 — 1987
AAS, Computer Science
Pennsylvania State University 1983 — 1985
Computer Information Systems
The Shaw Group Inc Sr. HR ManagerShaw Environmental, Inc.2001 - Present
Shaw E&I 2001 - Present
Federated Investors, Inc. 1996 - 2001
Fisher Scientific 1974 - 1996
Education
Robert Morris University
GREENWICH INVESTMENT MANAGEMENT, INC. December 2011 - Present
Greenwich Investment Management, Inc. 2011 - 2015
DJC Capital Management March 2007 - November 2011
TIAA-CREF March 2005 - February 2007
TIAA-CREF October 1999 - March 2005
Federated Investors, Inc. June 1995 - September 1999
Arnhold and S. Bleichroeder January 1994 - June 1995
TIAA-CREF January 1993 - January 1994
TIAA-CREF January 1988 - December 1992
TIAA-CREF October 1986 - December 1987
Skills
Equities, Asset Management, Investments, Hedge Funds, Investment Strategies, Asset Managment, Equity Research, Valuation, Corporate Finance, Mutual Funds, Derivatives, Portfolio Management, Securities, Investment Banking, Investment Management, Investment Advisory, Bonds, Finance, Economics, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (M.B.A.), Finance; investments and corporate finance
Oberlin College 1975 — 1979
A.B., Economics & Government
Federated Investors, Inc. March 2011 - Present
Grant Street Asset Management February 2008 - February 2011
Federated Investors 1999 - January 2008
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Robert Morris University 1988 — 1992
Federated Investors, Inc. March 2012 - Present
Federated Investors, Inc. August 2007 - Present
Rochdale Investment Management 2004 - 2007
Salomon Brothers International 1989 - 1997
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Investments, Derivatives, Mutual Funds, Strategy, Finance, Emerging Markets, Quantitative Analytics
Education
London Business School 1999 — 2000
MSc, Masters in Finance
Rensselaer Polytechnic Institute
Bachelor of Applied Science (B.A.Sc.), Computer & Systems Engineering
Federated Investors, Inc. January 2013 - Present
Federated Investors, Inc. March 2011 - January 2013
Federated Investors, Inc. June 2008 - March 2011
Federated Investors, Inc. December 2007 - June 2008
Bank of New York Mellon August 2006 - November 2007
Skills
Bloomberg, Financial Analysis, Investments, Mutual Funds, Equities, Fixed Income, Valuation, Alternative Investments, Asset Allocation
Education
Robert Morris University 2000 — 2004
Bachelor of Science (BS), Finance
BNY Mellon August 2010 - Present
Education Management LLC November 2003 - April 2010
Heritage Valley Health System July 2002 - November 2003
Federated Investors, Inc. April 1996 - July 2002
HSBC USA January 1995 - April 1996
HSBC USA November 1988 - December 1994
Skills
Executive Pay, Human Resources, Mergers, HR Policies, HR Consulting, Quality Improvement, Employee Benefits, Employee Relations, HRIS, Succession Planning, Performance Management, Incentive Programs
Education
Central Atlantic School of Banking
Banking and Finance
Point Park University
Business Management
Federated Investors, Inc. May 2006 - Present
Jammin' DJ Entertainment January 1997 - Present
Penn State University 2002 - 2006
Skills
Requirements Gathering, ITIL, Software Documentation, HTML, Systems Analysis, Microsoft SQL Server, Testing, XML, SQL, Visio, SDLC, Databases, Active Directory, Business Intelligence, CSS, Oracle, ASP.NET, SharePoint, Requirements Analysis, .NET, Project Management, Business Analysis, SSRS, Business Requirements, Polycom Video..., Video Conferencing, RightFax, Lighting Design, LED lighting systems, Sound Reinforcement
Education
Penn State University 2002 — 2006
B.S., Information Sciences & Technology
Ochoa Hardware Corporation February 2005 - Present
Federated Investors, Inc. January 1994 - March 1996
Skills
Sales Management, Marketing Strategy, Strategic Planning, New Business Development, Business Planning, P&L Management, Product Development, Business Strategy, Sales Operations, Forecasting, Competitive Analysis, Strategy, Contract Negotiation, Pricing, Leadership, Mergers & Acquisitions, Key Account Management, Entrepreneurship, Budgets, Cross-functional Team..., Negotiation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1996
Masters Degree, Finance
Saint Joseph's University 1987 — 1989
Bachelor's degree, Business Administration and Management, General
Colegio San Ignacio 1979 — 1985
High School
Carlisle & Gallagher Consulting Group May 2013 - Present
Needle Dezigns 2001 - Present
PNC Financial Services Group May 1998 - May 2013
Federated Investors, Inc. October 1996 - May 1998
ChemDAQ, Inc. August 1995 - October 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Requirements Analysis, Team Building, COBOL, SDLC, Customer Relations, Change Management, SQL, Mentoring, Systems Analysis, Visio, MS Project, Program Management, Business Process..., PMP, Compliance, ERP, Application Development, Project Planning, Problem Solving, Strategic Planning, Access, Process Engineering, Mainframe, Business Intelligence, Risk Management, Analysis, Vendor Relations, Integration, IT Strategy, Security, Budgeting, Cross-functional Team..., Process Development, Sales Support, SharePoint, SQL Server, Databases, PMO, Crystal Reports, Business Management, HTML, Software Project..., Data Center, Data Warehousing, Disaster Recovery, Project Management, Data Modeling
Education
Robert Morris University 1995 — 1997
Master of Science (M.S.)
Robert Morris University 1988 — 1992
Bachelor
Federated Investors, Inc. May 2014 - Present
Federated Investors May 2008 - April 2014
Putnam Investments July 2002 - April 2008
Skills
Sales, Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments, Asset Allocation, Wealth Management, Investments, Retirement Planning, 401k, Retirement, Asset Management, Financial Services
Education
Saint Michael's College 1998 — 2002
JLL July 2015 - Present
JLL April 2014 - June 2015
Jones Lang LaSalle April 2010 - March 2014
Jones Lang LaSalle April 2008 - March 2010
Jones Lang LaSalle April 2006 - March 2008
BNY Mellon September 2005 - March 2006
BNY Mellon February 2004 - August 2005
Federated Investors, Inc. May 2003 - August 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Valuation, Investments, Accounting, Mutual Funds, Asset Management, Commercial Real Estate, Corporate Finance, Investment Properties, Risk Management, Brokerage, Negotiation, Budgets, Contract Negotiation
Education
Duquesne University, A.J. Palumbo School of Business 1999 — 2003
Bachelor of Science in Business Administration, Finance and Investment Management
Point Park University 2007 — 2009
Master of Business Administration, MBA
Federated Investors, Inc. June 2013 - Present
Federated Investors October 1998 - June 2013
Skills
Vendor Management, SDLC, Enterprise Risk..., Business Analysis, IT Audit, Mergers & Acquisitions, Financial Services, Business Process..., Business Intelligence, IT Strategy, Portfolio Management, Project Portfolio..., Process Improvement, Requirements Gathering
Education
University of Pittsburgh 1985 — 1989
M.S. Information Science, Information Technology
Robert Morris University 1980 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
AEGON March 1997 - Present
Federated Investors, Inc. February 1996 - March 1997
Skills
Java, JSP, ASP, Insurance, .NET, Oracle, SQL Server, Android, C#, Microsoft SQL Server, Spring, Databases, COBOL, SDLC, Enterprise Architecture, Software Development, Software Documentation, DB2, Business Analysis, Visio, Requirements Gathering, VB.NET, SOA, Requirements Analysis
Education
Penn State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering
Federated Investors, Inc. March 2014 - Present
Federated Investors, Inc. May 2010 - Present
Federated Investors June 2008 - May 2010
Federated Investors, Inc. November 2006 - June 2008
Mellon Financial August 2005 - November 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Financial Analysis, Investments, Financial Research, Trading, Valuation, Trading Systems, Cash Management, Settlement, Mutual Funds
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance, General
Our Lady of the Lake Seattle
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
St. Bonaventure Church September 2005 - Present
St. Victor Church June 2003 - October 2005
Transfiguration Catholic Church May 1997 - August 2003
Cottrill, Arbutina & Associates June 1989 - May 1990
Federated Investors, Inc. June 1986 - June 1989
Skills
Pianist, Public Speaking, Music, Teaching, Singing, Choral, Event Planning, Editing, Event Management, Social Media, Church Music, Music Production, Non-profits, Recording, Nonprofits, Accompaniment, Songwriting, Music Education, Keyboards, Ensemble, Music Theory, Piano, Classical, Organ, Choral Conducting, Keyboardist, Sibelius, Vocal Coaching, Composition, Vocal, Sight Reading, Music History
Education
Saint Vincent College 1983 — 1985
Bachelor of Science (BS), Accounting and Finance
Penn State University 1981 — 1983
Music
NetServe365 July 2009 - Present
Montour Little Spartans 2006 - 2010
PA Settlement May 2007 - May 2008
iServe Technologies January 2003 - May 2007
Advanced Software Applications December 2001 - January 2003
Confluence April 1997 - September 2001
Federated Investors, Inc. 1991 - 1996
Skills
Solution Selling, Cloud Computing, Managed Services, Salesforce.com, SaaS, Data Center, Strategic Partnerships, Virtualization, Account Management, VMware, Channel, Unified Communications, Sales Management, Disaster Recovery, Direct Sales, VoIP, Vendor Management, CRM, Project Management, Security, N-Able, Private Cloud, Network Security, Network Monitoring Tools
Education
Montour
Robert Morris University
BSBA, Marketing
Boston Financial Data Services 2006 - Present
Boston Financial Data Services July 2004 - 2006
Federated Investors, Inc. October 1997 - July 2004
Boston Financial Data Services 1993 - 1997
The Shareholder Services Group 1988 - 1993
Skills
Vendor Management, Mutual Funds, Financial Services, Business Analysis, Process Improvement, Management, Project Management, System Testing, Systems Analysis, Requirements Gathering, Risk Management, Business Requirements
Education
Northeastern University
bitcore February 2014 - Present
Right Ascension, Inc January 2010 - February 2014
Right Ascension, Inc December 2000 - January 2010
Right Ascension, Inc December 2000 - January 2010
Right Ascension, Inc January 2004 - January 2006
Reed Smith LLP June 2000 - December 2000
Federated Investors, Inc. April 2000 - June 2000
TeleCheck January 1997 - April 2000
Skills
HTML, C#, SQL, Oracle PL/SQL..., Java, JavaScript, Ruby on Rails, python, DirectX, jQuery, VOD, ASP.NET MVC, XML, .NET, PHP, CSS, Objective-C, Android Development, Python, Software Development, Management, Microsoft SQL Server, Microsoft Office
Education
University of Pittsburgh 1992 — 1996
Bachelor of Science
Northeastern Illinois University 1997 — 1999
Computer Science
Miami University 1991 — 1992
Federated Investors, Inc. April 2014 - Present
Federated Investors January 2000 - Present
Federated Investors, Inc. January 1998 - Present
Federated Investors January 1998 - January 2000
Skills
SharePoint, Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, VMware ESX, VMware Infrastructure, BMC Control-M..., Tidal Enterprise..., Disaster Recovery, Active Directory, Operating Systems, System Administration, Process Improvement, Integration, IT Strategy, SQL
Education
Point Park University 2007 — 2009
Bachelor, Information Technology Management
Franklin Templeton Investments January 2015 - Present
Federated Investors, Inc. August 2012 - January 2015
The Bank of New York Mellon October 2010 - August 2012
Physiotherapy Associates March 2008 - March 2010
Deutsche Bank March 2007 - March 2008
Skills
Payments, Account Reconciliation, Corporate Actions, Banking, Spreadsheets, Back Office, Bloomberg, Microsoft Excel, Fixed Income
Education
Indiana University of Pennsylvania 2000 — 2006
B.S., International Business
Sheffield Hallam University 2005 — 2006
Business
BNY Mellon October 2012 - Present
The Bank of New York Mellon July 2009 - October 2012
Federated Investors, Inc. January 2004 - September 2005
Education
Point Park University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
H&R Block December 2012 - April 2015
H&R Block December 2010 - April 2012
AllianceBernstein September 2005 - August 2009
AllianceBernstein September 2003 - February 2005
Kolinsky Wealth Management September 2000 - July 2002
AllianceBernstein/Regent Investor Services December 1998 - September 2000
Schroders August 1997 - December 1998
AllianceBernstein July 1994 - August 1997
Federated Investors, Inc. February 1982 - March 1994
Skills
Microsoft Word, Financial Analysis, Investments, PowerPoint, Accounting, Securities, Finance, Equities, Microsoft Excel, Security APL, Bloomberg, TPS, Advent, Informa, Mutual Funds, Portfolio Management, Account Reconciliation, Fixed Income, Trading, Financial Statements, Auditing, Management, Options, Payments
Education
Mercy College 1995 — 2005
Bachelor's Degree, Business Administration/Finance, 3.579
Robert Morris University 1991 — 1993
Transfered to Mercy College to complete degree., Accounting and Finance
Community College of Allegheny County1975 1975 — 1978
Associate's Degree, Data Processing, 2.95
Armstrong Group of Companies December 2014 - Present
Federated Investors, Inc. October 2013 - December 2014
Federated Investors, Inc. April 2013 - October 2013
Hey Electric Co., L.P March 2010 - March 2011
Hey Electric Co., L.P. September 2008 - March 2010
ACC 2008 - 2008
ACC 2007 - 2007
Skills
Social Media, Microsoft Office, Program Management, Non-profits, Customer Service
Education
University of Pittsburgh, College of Business Administration 2012 — 2012
Bachelor of Business Administration (BBA), Finance, 3.663
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Environmental & Renewable Resource Economics, 3.26
Victoria University of Wellington 2005 — 2005
Study Abroad
Federated Investors October 2014 - Present
Federated Investors, Inc. September 2012 - October 2014
Federated Investors September 2010 - August 2012
National Association of Home Builders Student Chapter Penn State University January 2008 - May 2010
Engineering Entrepreneurship Minor Penn State University September 2006 - May 2010
Northwestern Mutual May 2009 - July 2009
Skills
Competitive Analysis, Analysis, Financial Analysis, Management, Business Planning, Project Management, Investments, Sales, Entrepreneurship, Market Analysis, Sales Operations, Budgets, Finance, Product Development, Research
Education
Level 2 Candidate in the CFA Program
Penn State University 2006 — 2010
B.S. Economics, Engineering Entrepreneurship, Residential Construction Program
The Bank of New York Mellon Corp. August 2005 - May 2010
Federated Investors, Inc. November 1999 - August 2005
Mellon Financial Corp. July 1997 - November 1999
Mellon Financial Corp. May 1994 - May 1995
Skills
Capital Markets, Portfolio Management, Banking, Leadership, Fixed Income, Analysis, Bloomberg, Financial Risk, Finance, Financial Analysis, Risk Management, Management, Financial Modeling, Valuation, Investments, Securities, Process Improvement, Financial Services, Equities
Education
Robert Morris University 2002 — 2004
M.B.A., Finance and Investments
University of Pittsburgh 1993 — 1997
Bachelors, Economics and Business Administration
PNC June 2015 - Present
Wiles IT Solutions March 2010 - Present
BNY Mellon January 2014 - May 2015
Federated Investors, Inc. June 2013 - February 2014
BNY Mellon October 2011 - June 2013
Pepperweed Consulting October 2010 - October 2011
Progressive Insurance October 2002 - September 2010
Coastal Training Technologies June 2001 - October 2002
Skills
Project Management, Team Building, IT Service Management, Negotiation, Customer Service, Human Resources, Time Management, Software Implementation, Exchange 2010/2007/2003, Training, Vendor Management, Business Analysis, Process Improvement, Outsourcing, Team Leadership, Salesforce.com, NetSuite, Program Management, Leadership, Change Management, MS Project, Management, Primavera P6, SharePoint, Project Planning, Risk Management, Troubleshooting, Agile Methodologies, Networking, Process Automation, Agile & Waterfall..., Resource Management, Resource Development, Enterprise Software, Enterprise Risk..., Enterprise Architecture
Education
Robert Morris University 2010 — 2012
MS, Masters Degree, IT Project Management, 4.0
Indiana University of Pennsylvania 1996 — 2000
BA, Communications/Journalism (Dual Major), Business Minor
Reich & Tang January 2011 - Present
Intrasweep, LLC July 2004 - January 2011
Federated Investors, Inc. January 1986 - July 2004
Skills
Commercial Lending, Commercial Banking, Investments, Business Development, Sales Management, Team Building, Product Management, Mutual Funds, Wealth Management, Sales
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Arts (B.A.), Journalism
Federated Investors April 2013 - Present
Federated Investors, Inc. January 2006 - March 2013
Federated Investors July 1997 - December 2005
Skills
CPA
Education
Penn State University 1981 — 1985
BS, Accounting
Robert Morris University
Master of Business Administration (MBA)
Grant Street Group 1999 - Present
Federated Investors, Inc. 1993 - 1999
Skills
Microsoft Excel, Customer Service, Microsoft Office, Project Management
Education
Robert Morris University 1981 — 1985
Business Administration and Management, General
Fidelity Investments May 2004 - Present
Regions Morgan Keegan Trust March 2002 - April 2004
American Century Investments February 1997 - December 2001
Federated Investors, Inc. 1982 - 1996
Skills
Investments, Mutual Funds, Relationship Management, Sales Management, Asset Management, 401k, Institutional Sales, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Investment Strategy...
Education
Penn State University 1977 — 1981
BS, Marketing
Citizens Investment Services AVP - Operations ManagerCCO Investment ServicesOctober 2008 - October 2012
Federated Investors, Inc. December 1999 - December 2003
State Street Bank August 1998 - December 1999
Skills
FINRA, Equities, Asset Management, Relationship Management, Financial Risk, Vendor Management, Financial Services, Uniform Combined State..., Call Centers, 401k, Retirement
Education
Massasoit Community College
University of Massachusetts, Amherst
Michael Baker International April 2014 - Present
Federated Investors, Inc. May 2013 - August 2013
Skills
Bookkeeping, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Teamwork, Financial Reporting, Tax, Auditing, Internal Audit, Time Management, Leadership
Education
Robert Morris University 2010 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.53/4.00
Federated Investors, Inc. September 2000 - Present
ASI/Robicon (now Siemens) 1997 - 2000
A Second Chance, Inc. 1995 - 1997
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Benefits Administration, Performance Management, 401k, Organizational..., Executive Pay
Education
Immaculata College
Bachelor's degree, Psychology
St. Francis University
Master's degree, Human Resources Management
PNC November 2014 - Present
PNC February 2014 - November 2014
PNC June 2013 - August 2013
PNC June 2012 - August 2012
Federated Investors, Inc. January 2012 - May 2012
Skills
C++, Java, HTML, Microsoft Office, Research, C, Databases, PL/SQL, Oracle, PowerPoint, Microsoft Word, Customer Service, Social Media, PeopleSoft, Microsoft Excel
Education
Indiana University of Pennsylvania 2011 — 2013
Bachelor of Applied Computer Science, Computer Science
UPMC July 2015 - Present
USIS October 2014 - July 2015
Mobile Aspects March 2014 - October 2014
Federated Investors, Inc. October 2013 - January 2014
Wendy's April 2012 - October 2013
Littlestown Area School District June 2008 - August 2009
Skills
Problem Solving, Close Attention to..., People Skills, Leadership, Technical Support, Microsoft Office, Team Leadership, Process Improvement, Security, SQL, Access, Management, Hardware, Penetration Testing, Incident Response, Troubleshooting, HTML
Education
Pittsburgh Technical Institute 2012 — 2014
Associate's degree, Information Technology
Federated Investors, Inc. Senior Vice President Senior Portfolio ManagerFederated Investors, Inc.March 2013 - Present
Education
Penn State University
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Mars High School August 2013 - Present
Seneca Valley School District 2010 - Present
Federated Investors, Inc. January 1998 - June 1999
Federated Investors, Inc. January 1996 - January 1998
Skills
Lesson Planning
Education
Westminster College (PA) 2009 — 2010
Teaching Certification
Mercyhurst College 1989 — 1993
Bachelor of Arts (BA), Mathematics and Business Management
Phacil, Inc October 2014 - Present
Federated Investors, Inc. April 2014 - July 2014
Skills
Computer Hardware, Troubleshooting, Cisco Routers, Windows, Microsoft SQL Server, Networking, Access, Leadership, Wireless Networking, Virus Removal, LAN Security, Packet Tracer, Wireless Security, Customer Service, PowerPoint, System Administration, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Servers, Windows 7, Public Speaking, BMC Patrol
Education
Pittsburgh Technical Institute 2012 — 2014
Associate's Degree, Information Technology, 4.0
JLL April 2013 - Present
HDS Marketing, Inc October 2005 - October 2012
Buchanan Ingersoll & Rooney PC June 2000 - September 2005
Federated Investors, Inc. June 1998 - May 2000
Skills
Financial Reporting, Managerial Finance, Accounting, Leadership, Strategic Planning, Budgets, Forecasting, Cash Flow Forecasting, Payroll, Finance, Cost Accounting, Banking, Variance Analysis, Cash Flow
Education
Robert Morris University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Federated Investors, Inc. 2010 - 2012
Federated Investors, Inc. 2004 - 2010
Bayer Technology Services September 1983 - September 2004
Education
Robert Morris University
Federated Investors, Inc. April 2008 - Present
WESCO Distribution November 1998 - April 2008
MA Department of Revenue November 1986 - November 1998
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Financial Accounting, GAAP, Due Diligence, SEC filings, General Ledger, Corporate Finance, Account Reconciliation
Education
Robert Morris University
Master's degree, Taxation
BNY Mellon July 2013 - Present
BNY Mellon March 2012 - June 2013
BNY Mellon November 2006 - March 2012
Federated Investors, Inc. January 1994 - June 2006
W. H. Newbolds June 1991 - March 1993
Shearson Lehman Brothers April 1988 - January 1991
Dean Witter Reynolds April 1985 - March 1988
Education
Robert Morris University
Bachelor of Science (BS), Organizational Leadership
South Hills School of Business & Technology
Associate's degree, Business Admin/Accounting
Raymond James Financial Inc. July 2012 - Present
Mystic Wealth Advisors, LLC July 2012 - Present
Federated Investors, Inc. 2012 - 2014
Morgan Stanley Wealth Management October 2005 - July 2012
Skills
Generating Retirement..., Fixed Income Portfolio..., Equity Income Management, Wealth Management, Asset Management, Strategic Financial..., Equities, Retirement Planning, Portfolio Management, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Allocation, Series 7, Retirement, Investments
Education
Grove City College 1962 — 1966
Business Administration and Management, General
Lenox Prep. School in Lenox Mass. 1959 — 1962
Greycourt December 2010 - Present
PNC Investments December 2009 - July 2010
Glenview Capital April 2003 - December 2008
Bear Stearns & Co. October 2002 - April 2003
Nittany Funds Management December 1999 - June 2002
Federated Investors, Inc. August 1995 - June 1998
Skills
Asset Management, Trading, Investments, Alternative Investments, Asset Allocation, Stocks, Prime Brokerage, Commodity Markets, Market Research, Fixed Income, Hedge Funds, Fund Of Funds, Securities, Equities, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Federated Investors, Inc. January 1993 - Present
Skills
Microsoft Word, Customer Service, Data Entry, Lotus Notes, Visio, Mutual Funds, SharePoint, PeopleSoft, Event Planning, Investments, Microsoft Excel
Education
Katherine Gibbs School 1990 — 1991
Certificate, Information Processing
Midwood High School 1980 — 1983
High School Diploma, General Studies
Federated Investors, Inc. May 2014 - Present
US Army January 2007 - January 2013
Skills
C#, Visual Basic, SQL, Visual Studio, TFS, Military Experience, Leadership, Teamwork, Java, Microsoft Office, Windows 7, HTML, Security Clearance, System Administration, Microsoft Word, Information Assurance, Microsoft Excel, PowerPoint, Customer Service
Education
Indiana University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Computer Science
Federated Investors, Inc. March 1999 - December 2013
PwC August 1994 - February 1999
Skills
Financial Modeling, Hedge Funds, Fixed Income, Investments, Equities, Securities, Derivatives
Education
Penn State University 1990 — 1994
Bachelor of Applied Science (BASc), Accounting
Federated Investors, Inc. July 2012 - Present
Phoenix CPA's & Consultants January 2012 - April 2012
Skills
Bloomberg, Equities, Investments, Financial Modeling, Mutual Funds, Fixed Income, Asset Management, Financial Analysis, Business Analysis
Education
Robert Morris University 2013 — 2015
MBA
Slippery Rock University of Pennsylvania 2008 — 2012
Accounting