Fortis Investments
Description
Address: 150 E 52nd St #2001, New York, NY 10022 Phone: (212) 308-4649Website: : Category: Place name: : Hours: : : : : Website: http://fortisinvestmentgroup.com/ Category: Real estate agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fortis Investment Posting publicly on the Web Write a review Reviews Be the first to review
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Fortis Investments Employees
Employee
Years
Job
Industry
Chase Young Chase Young's Fortis Investments Experience June 1998 - March 2001
Job Independent Real Estate Professional
Industry Real Estate
Experience
Key Investment Serviecs LLC March 2003 - Present
Fortis Investments June 1998 - March 2001
Skills
Real Estate, Investment Properties, REO, Investors, Sellers, Foreclosures, Short Sales, Real Estate Transactions, Real Estate Development, Selling, Property Management, Residential Homes, Rentals, Single Family Homes, Relocation, First Time Home Buyers, Contract Negotiation, Negotiation
Education
Northeastern University 1982 — 1988
Electrical/Electronic Engineering
Key Investment Serviecs LLC March 2003 - Present
Fortis Investments June 1998 - March 2001
Skills
Real Estate, Investment Properties, REO, Investors, Sellers, Foreclosures, Short Sales, Real Estate Transactions, Real Estate Development, Selling, Property Management, Residential Homes, Rentals, Single Family Homes, Relocation, First Time Home Buyers, Contract Negotiation, Negotiation
Education
Northeastern University 1982 — 1988
Electrical/Electronic Engineering
John G. Finley, CFA John G. Finley, CFA's Fortis Investments Experience April 2008 - March 2010
Job Chief Investment Officer at Wheaton Wealth Partners LLC
Industry Investment Management
Experience
Wheaton Wealth Partners, LLC August 2011 - Present
BNP Paribas Investment Partners April 2010 - June 2011
Fortis Investments April 2008 - March 2010
ABN AMRO Asset Management May 1998 - March 2008
First Chicago NBD 1985 - 1998
The Northern Trust Company 1976 - 1985
Skills
Portfolio Management
Education
Northwestern University - Kellogg School of Management 1978 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Wheaton Wealth Partners, LLC August 2011 - Present
BNP Paribas Investment Partners April 2010 - June 2011
Fortis Investments April 2008 - March 2010
ABN AMRO Asset Management May 1998 - March 2008
First Chicago NBD 1985 - 1998
The Northern Trust Company 1976 - 1985
Skills
Portfolio Management
Education
Northwestern University - Kellogg School of Management 1978 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Skip Stone, CFA Skip Stone, CFA's Fortis Investments Experience August 1992 - September 1994
Job First Vice President, Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Marius Herrmann, MBA Marius Herrmann, MBA's Fortis Investments Experience August 2007 - October 2007
Job Student, Johannes GutenbergUniversität Mainz
Industry
Experience
Colorado State University-Pueblo August 2012 - May 2013
DWS Investments August 2011 - February 2012
Allianz Global Investors September 2009 - December 2009
Fortis Investments August 2007 - October 2007
Thomson Reuters April 2006 - September 2006
Skills
Microsoft Office, Bloomberg, HP Quality Center, SimCorp Dimension
Education
Colorado State University-Pueblo
Master of Business Administration (MBA), GPA 3,7
Johannes Gutenberg-Universität Mainz
Diplom Kaufmann, Betriebswirtschaftslehre (equivalent to Business Master)
Johannes Gutenberg-Universität Mainz
Diplom-Vorprüfung, Volkswirtschaftslehre (equivalent to Bachelor in Economics)
Colorado State University-Pueblo August 2012 - May 2013
DWS Investments August 2011 - February 2012
Allianz Global Investors September 2009 - December 2009
Fortis Investments August 2007 - October 2007
Thomson Reuters April 2006 - September 2006
Skills
Microsoft Office, Bloomberg, HP Quality Center, SimCorp Dimension
Education
Colorado State University-Pueblo
Master of Business Administration (MBA), GPA 3,7
Johannes Gutenberg-Universität Mainz
Diplom Kaufmann, Betriebswirtschaftslehre (equivalent to Business Master)
Johannes Gutenberg-Universität Mainz
Diplom-Vorprüfung, Volkswirtschaftslehre (equivalent to Bachelor in Economics)
John Chisholm, CFA John Chisholm, CFA's Fortis Investments Experience 2005 - August 2009
Job Global Equity Client Portfolio Manager
Industry Financial Services
Experience
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
Van Simmons Van Simmons's Fortis Investments Experience January 2006 - June 2010
Job General Manager, ComputeCycles LLC
Industry Internet
Experience
Harvard University Extension School June 2015 - Present
ComputeCycles, LLC November 2013 - Present
SpatiOS Aviation, LLC January 2013 - Present
Nashville Software School January 2015 - Present
About Objects, Inc. 2013 - 2014
App Orchard 2011 - October 2013
BNP Paribas Investment Partners May 2010 - July 2011
Fortis Investments January 2006 - June 2010
Invesco February 2001 - January 2006
VNP Software May 1990 - January 2001
Skills
Swift, Java, Objective-C, Software Development, Fixed Income, FX Options, Trading, Structured Finance, Equities, Portfolio Management, Asset Management, Asset Managment, Cloud Computing, Electronic Trading, Bonds, Hedge Funds, Trading Systems, Derivatives, Investment Management, Equity Derivatives, Investments, Investment Banking, Investment Strategies, Capital Markets, Venture Capital, Asset Allocation, Financial Markets, Mutual Funds, iPad, Bloomberg, Geospatial Technologies, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1987
MBA, Operations Management
Vanderbilt University 1980 — 1982
Bachelor of Engineering, Electrical Engineering
Lipscomb University 1977 — 1980
Engineering
Bremen High School 1974 — 1977
Harvard University Extension School June 2015 - Present
ComputeCycles, LLC November 2013 - Present
SpatiOS Aviation, LLC January 2013 - Present
Nashville Software School January 2015 - Present
About Objects, Inc. 2013 - 2014
App Orchard 2011 - October 2013
BNP Paribas Investment Partners May 2010 - July 2011
Fortis Investments January 2006 - June 2010
Invesco February 2001 - January 2006
VNP Software May 1990 - January 2001
Skills
Swift, Java, Objective-C, Software Development, Fixed Income, FX Options, Trading, Structured Finance, Equities, Portfolio Management, Asset Management, Asset Managment, Cloud Computing, Electronic Trading, Bonds, Hedge Funds, Trading Systems, Derivatives, Investment Management, Equity Derivatives, Investments, Investment Banking, Investment Strategies, Capital Markets, Venture Capital, Asset Allocation, Financial Markets, Mutual Funds, iPad, Bloomberg, Geospatial Technologies, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1987
MBA, Operations Management
Vanderbilt University 1980 — 1982
Bachelor of Engineering, Electrical Engineering
Lipscomb University 1977 — 1980
Engineering
Bremen High School 1974 — 1977
Cynthia Cox Cynthia Cox's Fortis Investments Experience 1992 - 1993
Job Director of Administration and HR at LAMMICO
Industry Insurance
Experience
LAMMICO March 2002 - Present
Northern Trust July 1995 - January 2001
Near North Montessori July 1993 - June 1994
Fortis Investments 1992 - 1993
Skills
Project Management, Training Delivery, Strategic Planning, Human Resources, Compensation & Benefit, Compensation Structure..., Employee Benefits, Employee Relations, Talent Management, Process Improvement, Leadership Development, Compensation Structures, Organizational..., Change Management, Risk Management, Budgets, Insurance, Team Building, Performance Management, Succession Planning, Recruiting, Management, Employee Engagement, Benefits Administration, Leadership, Organizational..., Workforce Planning, Deferred Compensation, FMLA, Personnel Management, Employee Handbooks, New Hire Orientations, Workers Compensation, Executive Pay, COBRA, Organizational Design, Strategic HR, Legal Compliance, Career Development, Onboarding, HRIS, Talent Acquisition, Employment Law, Employee Training, HR Consulting, Executive Coaching, Hiring, Human Capital, Interviews, Policy
Education
University of Phoenix 2003 — 2005
Master of Arts (MA), Organizational Leadership
Ripon College 1989 — 1992
Bachelor of Arts (BA), History; English
Belvidere High School 1985 — 1989
High School Diploma, College Prep
LAMMICO March 2002 - Present
Northern Trust July 1995 - January 2001
Near North Montessori July 1993 - June 1994
Fortis Investments 1992 - 1993
Skills
Project Management, Training Delivery, Strategic Planning, Human Resources, Compensation & Benefit, Compensation Structure..., Employee Benefits, Employee Relations, Talent Management, Process Improvement, Leadership Development, Compensation Structures, Organizational..., Change Management, Risk Management, Budgets, Insurance, Team Building, Performance Management, Succession Planning, Recruiting, Management, Employee Engagement, Benefits Administration, Leadership, Organizational..., Workforce Planning, Deferred Compensation, FMLA, Personnel Management, Employee Handbooks, New Hire Orientations, Workers Compensation, Executive Pay, COBRA, Organizational Design, Strategic HR, Legal Compliance, Career Development, Onboarding, HRIS, Talent Acquisition, Employment Law, Employee Training, HR Consulting, Executive Coaching, Hiring, Human Capital, Interviews, Policy
Education
University of Phoenix 2003 — 2005
Master of Arts (MA), Organizational Leadership
Ripon College 1989 — 1992
Bachelor of Arts (BA), History; English
Belvidere High School 1985 — 1989
High School Diploma, College Prep
Jo Ann Morano Jo Ann Morano's Fortis Investments Experience February 2005 - June 2005
Job Director, US Equity Finance at ING
Industry Financial Services
Experience
ING April 2013 - Present
Credit Suisse 2005 - 2012
Fortis Investments February 2005 - June 2005
Prudential Investments September 2001 - February 2005
Prudential Financial September 2000 - September 2001
Skills
Equities, Prime Brokerage, Securities Lending, Hedge Funds, Derivatives, Series 7, Equity Derivatives, Bloomberg, Series 63, Capital Markets, Trading, Securities, Trading Systems, Swaps, Structured Products, FINRA, Investment Banking, Financial Markets, Settlement, Collateral Management, Mutual Funds, Equity Trading, Financial Services, Options, Corporate Actions, Emerging Markets, Credit Derivatives, Portfolio Management, Investments, Financial Risk, Operational Risk, Structured Finance, Hedging, ETFs, Commodity, AML, Funding, Foreign Exchange, Series 55, Series 3, Series 24
Education
Stevens Institute of Technology
Master's degree, Management Information Systems, General
University of Delaware
Bachelor's degree, Finance, General
ING April 2013 - Present
Credit Suisse 2005 - 2012
Fortis Investments February 2005 - June 2005
Prudential Investments September 2001 - February 2005
Prudential Financial September 2000 - September 2001
Skills
Equities, Prime Brokerage, Securities Lending, Hedge Funds, Derivatives, Series 7, Equity Derivatives, Bloomberg, Series 63, Capital Markets, Trading, Securities, Trading Systems, Swaps, Structured Products, FINRA, Investment Banking, Financial Markets, Settlement, Collateral Management, Mutual Funds, Equity Trading, Financial Services, Options, Corporate Actions, Emerging Markets, Credit Derivatives, Portfolio Management, Investments, Financial Risk, Operational Risk, Structured Finance, Hedging, ETFs, Commodity, AML, Funding, Foreign Exchange, Series 55, Series 3, Series 24
Education
Stevens Institute of Technology
Master's degree, Management Information Systems, General
University of Delaware
Bachelor's degree, Finance, General
Deborah Bostick Deborah Bostick's Fortis Investments Experience April 2008 - April 2010
Job Financial Services
Industry Investment Management
Experience
Easton Personnel/BNY Mellon January 2013 - January 2014
BNP Paribas Investment Partners April 2010 - July 2011
Fortis Investments April 2008 - April 2010
ABN AMRO Asset Management April 1998 - March 2008
LaSalle National Bank& Trust August 1977 - April 1998
Skills
Organization, Highly detail oriented, Microsoft Excel, Microsoft Word, Portia, Multitasking Skills, Positive Team Player, Energetic team player, Dependable Team Player, Communication, Independent Thinking, Work Well Independently, Meet Deadlines, Plans, Strategic Financial..., Analytical Skills, Quick Thinker, Problem Solving, Client Service Oriented, work well under pressure, Employee Loyalty, Trust Services, Investment Management, Reliable, Investments, Bonds, Global Custody, Wealth Management..., Securities, Fixed Income, Alternative Investments, Hedge Funds, Equities, Client Services, Portfolio Management, Financial Services, Asset Management, Finance, Mutual Funds
Education
University of Illinois at Chicago 1972 — 1974
Easton Personnel/BNY Mellon January 2013 - January 2014
BNP Paribas Investment Partners April 2010 - July 2011
Fortis Investments April 2008 - April 2010
ABN AMRO Asset Management April 1998 - March 2008
LaSalle National Bank& Trust August 1977 - April 1998
Skills
Organization, Highly detail oriented, Microsoft Excel, Microsoft Word, Portia, Multitasking Skills, Positive Team Player, Energetic team player, Dependable Team Player, Communication, Independent Thinking, Work Well Independently, Meet Deadlines, Plans, Strategic Financial..., Analytical Skills, Quick Thinker, Problem Solving, Client Service Oriented, work well under pressure, Employee Loyalty, Trust Services, Investment Management, Reliable, Investments, Bonds, Global Custody, Wealth Management..., Securities, Fixed Income, Alternative Investments, Hedge Funds, Equities, Client Services, Portfolio Management, Financial Services, Asset Management, Finance, Mutual Funds
Education
University of Illinois at Chicago 1972 — 1974
Crystal Mercer Crystal Mercer's Fortis Investments Experience October 1996 - March 2001
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Eric Pasi, LEED AP Eric Pasi, LEED AP's Fortis Investments Experience April 2000 - September 2000
Job VP Business Development at Innovative Power Systems, Inc.
Industry Environmental Services
Experience
Innovative Power Systems April 2014 - Present
Innovative Power Systems January 2007 - Present
Green Island, LLC May 2013 - Present
Innovative Power Systems September 2009 - May 2014
Activision June 2005 - January 2006
Fortis Investments April 2000 - September 2000
Skills
Computer Graphics, Sales Presentations, Marketing Communications, Green Marketing, Solar, Photovoltaics, Renewable Energy, Wind, Solar Thermal, Energy Efficiency, Energy, Sustainability, Promotions, Marketing Strategy, Business Strategy, New Business Development, Business Planning, Negotiation, Market Analysis, Environmental, Problem Solving, PowerPoint, Excel, B2B, Social Media, Green, Writing, Proposal Writing, Team Leadership, Blogging, Microsoft Excel, Solar Energy, Environmental Awareness, Alternative Energy, Solar PV, Energy Policy, Email Marketing, Marketing, Cleantech, Green Building, Sales, Energy Management, Biomass, Sustainability..., Sustainable Business, Clean Technology, Carbon, Sustainable Energy, Solar Power, Energy Audits
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing & Entrepreneurial Management (Double Major)
Innovative Power Systems April 2014 - Present
Innovative Power Systems January 2007 - Present
Green Island, LLC May 2013 - Present
Innovative Power Systems September 2009 - May 2014
Activision June 2005 - January 2006
Fortis Investments April 2000 - September 2000
Skills
Computer Graphics, Sales Presentations, Marketing Communications, Green Marketing, Solar, Photovoltaics, Renewable Energy, Wind, Solar Thermal, Energy Efficiency, Energy, Sustainability, Promotions, Marketing Strategy, Business Strategy, New Business Development, Business Planning, Negotiation, Market Analysis, Environmental, Problem Solving, PowerPoint, Excel, B2B, Social Media, Green, Writing, Proposal Writing, Team Leadership, Blogging, Microsoft Excel, Solar Energy, Environmental Awareness, Alternative Energy, Solar PV, Energy Policy, Email Marketing, Marketing, Cleantech, Green Building, Sales, Energy Management, Biomass, Sustainability..., Sustainable Business, Clean Technology, Carbon, Sustainable Energy, Solar Power, Energy Audits
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Marketing & Entrepreneurial Management (Double Major)
Tim Sharpe Tim Sharpe's Fortis Investments Experience April 2008 - November 2010
Job IT Manager at American Porfolio Mortgage Corporation
Industry Information Technology and Services
Experience
BNP Paribas November 2010 - June 2011
Fortis Investments April 2008 - November 2010
ABN AMRO Bank N.V. November 2006 - April 2008
Education
University of Central Florida - College of Business Administration 1989 — 1993
BS, Finance
BNP Paribas November 2010 - June 2011
Fortis Investments April 2008 - November 2010
ABN AMRO Bank N.V. November 2006 - April 2008
Education
University of Central Florida - College of Business Administration 1989 — 1993
BS, Finance
Jennifer (Smith) Morrow Jennifer (Smith) Morrow's Fortis Investments Experience 2001 - April 2005
Job Analyst at GainsKeeper
Industry Investment Management
Experience
GainsKeeper May 2005 - February 2011
Fortis Investments 2001 - April 2005
Castle Creek Partners 1997 - 1999
Metropolitan Capital Advisors December 1994 - August 1997
Skills
Asset Managment, Hedge Funds, Financial Analysis, Investments, Mutual Funds, Securities, Financial Services, Corporate Actions, Trading, Bloomberg, Asset Management, Fixed Income
Education
University of Notre Dame 1999 — 2000
MBA, Finance
The College of New Rochelle 1992 — 1994
BS, Business Administration
Wethersfield High
GainsKeeper May 2005 - February 2011
Fortis Investments 2001 - April 2005
Castle Creek Partners 1997 - 1999
Metropolitan Capital Advisors December 1994 - August 1997
Skills
Asset Managment, Hedge Funds, Financial Analysis, Investments, Mutual Funds, Securities, Financial Services, Corporate Actions, Trading, Bloomberg, Asset Management, Fixed Income
Education
University of Notre Dame 1999 — 2000
MBA, Finance
The College of New Rochelle 1992 — 1994
BS, Business Administration
Wethersfield High
David Meyers, CFP® David Meyers, CFP®'s Fortis Investments Experience September 2006 - February 2008
Job President, Meyers Wealth Management
Industry Financial Services
Experience
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
George Rudawski, CFA George Rudawski, CFA's Fortis Investments Experience May 2008 - May 2010
Job Senior Portfolio Manager Head of US Structured Products at Aviva Investors
Industry Investment Management
Experience
Aviva Investors September 2013 - Present
Fischer Frances Trees & Watts (BNP Paribas Investment Partners) June 2010 - August 2013
Fortis Investments May 2008 - May 2010
ABN Amro Asset Management November 2003 - April 2008
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Structured Products, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Derivatives, Relative Value, Financial Markets, Fixed Income Trading
Education
University of Michigan 2001 — 2003
MS, Financial Engineering
Wayne State University 1995 — 1998
MBA, Finance
Lviv Ivan Franko National University 1990 — 1995
B.Sc., Physics
Aviva Investors September 2013 - Present
Fischer Frances Trees & Watts (BNP Paribas Investment Partners) June 2010 - August 2013
Fortis Investments May 2008 - May 2010
ABN Amro Asset Management November 2003 - April 2008
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Structured Products, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Derivatives, Relative Value, Financial Markets, Fixed Income Trading
Education
University of Michigan 2001 — 2003
MS, Financial Engineering
Wayne State University 1995 — 1998
MBA, Finance
Lviv Ivan Franko National University 1990 — 1995
B.Sc., Physics
Arjit Mehta Arjit Mehta's Fortis Investments Experience June 2008 - August 2008
Job MBA Candidate at the Ross School of Business
Industry Marketing and Advertising
Experience
PUNARVI May 2015 - Present
Forsythe Media Group, LLC December 2011 - July 2015
BNP Paribas Asset Management September 2010 - November 2011
BNP Paribas Investment Partners August 2009 - August 2010
Fortis Investments June 2008 - August 2008
Skills
Valuation, Leveraged Finance, Investments, Financial Modeling, Due Diligence, Negotiation, Financial Analysis, Portfolio Management, Debt, Venture Capital, Capital Markets, Business Planning, Equities, Fixed Income, Investment Strategies, Strategy, Investment Banking, Mutual Funds, Alternative Investments, Management Consulting, Mergers & Acquisitions, Derivatives, Bloomberg, Leadership, Digital Media, Hedge Funds, Asset Management, Finance, Business Strategy, Emerging Markets, Financial Markets, Analysis, Start-ups, Corporate Finance, Equity Research, Entrepreneurship, Press Releases, Private Equity, Investment Management, Asset Allocation, Economics, Investor Relations, Nonprofits, Integrated Marketing, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Babson College 2005 — 2009
BSc, Finance, Strategic Management, International Business
PUNARVI May 2015 - Present
Forsythe Media Group, LLC December 2011 - July 2015
BNP Paribas Asset Management September 2010 - November 2011
BNP Paribas Investment Partners August 2009 - August 2010
Fortis Investments June 2008 - August 2008
Skills
Valuation, Leveraged Finance, Investments, Financial Modeling, Due Diligence, Negotiation, Financial Analysis, Portfolio Management, Debt, Venture Capital, Capital Markets, Business Planning, Equities, Fixed Income, Investment Strategies, Strategy, Investment Banking, Mutual Funds, Alternative Investments, Management Consulting, Mergers & Acquisitions, Derivatives, Bloomberg, Leadership, Digital Media, Hedge Funds, Asset Management, Finance, Business Strategy, Emerging Markets, Financial Markets, Analysis, Start-ups, Corporate Finance, Equity Research, Entrepreneurship, Press Releases, Private Equity, Investment Management, Asset Allocation, Economics, Investor Relations, Nonprofits, Integrated Marketing, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Babson College 2005 — 2009
BSc, Finance, Strategic Management, International Business
Jacqueline Vincent's Fortis Investments Experience June 2008 - August 2008
Job Business Development Associate at SS&C GlobeOp
Industry Public Relations and Communications
Experience
SS&C GlobeOp May 2014 - Present
CommCore Consulting Group February 2013 - April 2014
Magellan Jets October 2010 - September 2012
Elevate Communications March 2010 - October 2010
Boston College Law School October 2009 - March 2010
Fortis Investments June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Stroock & Stroock & Lavan LLP June 2006 - August 2006
Skills
Editorial, Publications, Social Networking, Digital Media, New Media, Wordpress, Publishing, Copy Editing, Newsletters, Creative Direction, Copywriting, Feature Articles, Fashion, Digital Photography, Journalism, Ap Style, Mac, Cision, Web Content, Corporate Communications, Creative Writing
Education
Boston College 2005 — 2009
Sacred Heart Academy 2001 — 2005
High School
SS&C GlobeOp May 2014 - Present
CommCore Consulting Group February 2013 - April 2014
Magellan Jets October 2010 - September 2012
Elevate Communications March 2010 - October 2010
Boston College Law School October 2009 - March 2010
Fortis Investments June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Stroock & Stroock & Lavan LLP June 2006 - August 2006
Skills
Editorial, Publications, Social Networking, Digital Media, New Media, Wordpress, Publishing, Copy Editing, Newsletters, Creative Direction, Copywriting, Feature Articles, Fashion, Digital Photography, Journalism, Ap Style, Mac, Cision, Web Content, Corporate Communications, Creative Writing
Education
Boston College 2005 — 2009
Sacred Heart Academy 2001 — 2005
High School
Rick Agosto Rick Agosto's Fortis Investments Experience October 1998 - June 2004
Job President/CEO at Aureus Global Core Plus Real Estate Fund, LLC
Industry Investment Management
Experience
Aureus Global Core Plus Real Estate Fund, LLC May 2006 - Present
Aureus Partners, Inc. July 2004 - Present
Fortis Investments October 1998 - June 2004
Education
Robert G. Cole
The University of Texas at San Antonio
Aureus Global Core Plus Real Estate Fund, LLC May 2006 - Present
Aureus Partners, Inc. July 2004 - Present
Fortis Investments October 1998 - June 2004
Education
Robert G. Cole
The University of Texas at San Antonio
Billy Martin's Fortis Investments Experience January 1994 - October 1995
Job Regional Director, Federal Civilian Professional Services at Intel Security
Industry Information Technology and Services
Experience
Intel Security January 2014 - Present
Intel Security May 2013 - January 2014
Health Net March 2011 - May 2013
Computer Sciences Corporation November 2008 - March 2011
Computer Sciences Corporation March 2005 - November 2008
Northrop Grumman January 2003 - March 2005
Northrop Grumman January 2002 - December 2002
NCI August 2000 - December 2001
US Army October 1995 - August 2000
Fortis Investments January 1994 - October 1995
Skills
CISSP, CISM, CGEIT, PMP, A+ Certified, HIPAA, ITIL, Network +, CCISO, Disaster Recovery, NIST, CompTIA, Intrusion Detection, Vulnerability Management, Security, Information Security, Computer Security, DoD, Security Clearance, FISMA, Information Assurance, DIACAP, Security Policy, Risk Management, Program Management, Integration, IT Audit, Information Security..., Risk Assessment, Penetration Testing, Governance, Information Technology, Vulnerability Assessment, PCI DSS, Computer Forensics, Network Security, CISA, ISO 27001, CEH, Incident Response, Security+, Application Security, Firewalls, Security Audits, Security Awareness, Security Architecture..., Business Continuity, Enterprise Software, IPS, Identity Management
Education
Capella University 2008 — 2010
PhD (ABD), IT Organization and Management
Capitol College 2002 — 2003
MS, Network Security
Yonsei University 1997 — 1998
Korean Language
Defense Language Institute 1996 — 1997
Korean Language
Pacific Union College 1988 — 1992
BS, History
Pacific Union College 1988 — 1992
AS, Physics
Intel Security January 2014 - Present
Intel Security May 2013 - January 2014
Health Net March 2011 - May 2013
Computer Sciences Corporation November 2008 - March 2011
Computer Sciences Corporation March 2005 - November 2008
Northrop Grumman January 2003 - March 2005
Northrop Grumman January 2002 - December 2002
NCI August 2000 - December 2001
US Army October 1995 - August 2000
Fortis Investments January 1994 - October 1995
Skills
CISSP, CISM, CGEIT, PMP, A+ Certified, HIPAA, ITIL, Network +, CCISO, Disaster Recovery, NIST, CompTIA, Intrusion Detection, Vulnerability Management, Security, Information Security, Computer Security, DoD, Security Clearance, FISMA, Information Assurance, DIACAP, Security Policy, Risk Management, Program Management, Integration, IT Audit, Information Security..., Risk Assessment, Penetration Testing, Governance, Information Technology, Vulnerability Assessment, PCI DSS, Computer Forensics, Network Security, CISA, ISO 27001, CEH, Incident Response, Security+, Application Security, Firewalls, Security Audits, Security Awareness, Security Architecture..., Business Continuity, Enterprise Software, IPS, Identity Management
Education
Capella University 2008 — 2010
PhD (ABD), IT Organization and Management
Capitol College 2002 — 2003
MS, Network Security
Yonsei University 1997 — 1998
Korean Language
Defense Language Institute 1996 — 1997
Korean Language
Pacific Union College 1988 — 1992
BS, History
Pacific Union College 1988 — 1992
AS, Physics
Steve Lorenz Steve Lorenz's Fortis Investments Experience 2004 - 2006
Job President and Founder of LorCap Inc.
Industry Commercial Real Estate
Experience
LorCap 2011 - Present
Sunrise Securities 2009 - 2011
PNC 2006 - 2009
Fortis Investments 2004 - 2006
Washington Mutual 2003 - 2004
HVB (HypoVereinsbank) 1996 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1996
Citi 1991 - 1994
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Investment Properties, Investment Banking, Debt Restructuring, Capital Raising, Real Estate Private..., Financial Structuring, Investments, Asset Management, Credit, Real Estate Economics, Asset Managment, Portfolio Management, Structured Finance, Loans, Mergers & Acquisitions
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, Real Estate
Hamilton College 1982 — 1986
Bachelor of Arts (BA), English Language and Literature/Letters
LorCap 2011 - Present
Sunrise Securities 2009 - 2011
PNC 2006 - 2009
Fortis Investments 2004 - 2006
Washington Mutual 2003 - 2004
HVB (HypoVereinsbank) 1996 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1996
Citi 1991 - 1994
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Investment Properties, Investment Banking, Debt Restructuring, Capital Raising, Real Estate Private..., Financial Structuring, Investments, Asset Management, Credit, Real Estate Economics, Asset Managment, Portfolio Management, Structured Finance, Loans, Mergers & Acquisitions
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, Real Estate
Hamilton College 1982 — 1986
Bachelor of Arts (BA), English Language and Literature/Letters
Bard Woltman Bard Woltman's Fortis Investments Experience May 1991 - September 1992
Job Director at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting May 2009 - Present
KPMG LLP/KPMG Consulting/BearingPoint LLC March 1997 - May 2009
Computer Products Inc. May 1994 - March 1997
Litton PRC March 1993 - April 1994
Fortis Investments May 1991 - September 1992
Skills
Business Process..., Management Consulting, Business Transformation, Business Process..., Acquisition Integration, Governance, IT Strategy, PMO, Program Management, Change Management, Process Improvement, Strategic Planning, Business Strategy, Business Process, Managerial Finance, Organizational Design, Performance Improvement, Strategy, Business Intelligence, Mergers, Risk Management, Performance Management, ERP, Management, Proposal Writing, Business Development, Policy, Finance, Outsourcing, Consulting, Mergers & Acquisitions, Analytics, Project Portfolio..., Executive Management
Education
Loyola University Maryland 1996 — 1998
MBA, Finance
Towson University 1987 — 1991
B.A., Business Administration - Marketing
Deloitte Consulting May 2009 - Present
KPMG LLP/KPMG Consulting/BearingPoint LLC March 1997 - May 2009
Computer Products Inc. May 1994 - March 1997
Litton PRC March 1993 - April 1994
Fortis Investments May 1991 - September 1992
Skills
Business Process..., Management Consulting, Business Transformation, Business Process..., Acquisition Integration, Governance, IT Strategy, PMO, Program Management, Change Management, Process Improvement, Strategic Planning, Business Strategy, Business Process, Managerial Finance, Organizational Design, Performance Improvement, Strategy, Business Intelligence, Mergers, Risk Management, Performance Management, ERP, Management, Proposal Writing, Business Development, Policy, Finance, Outsourcing, Consulting, Mergers & Acquisitions, Analytics, Project Portfolio..., Executive Management
Education
Loyola University Maryland 1996 — 1998
MBA, Finance
Towson University 1987 — 1991
B.A., Business Administration - Marketing
Rodney Bell Rodney Bell's Fortis Investments Experience May 1998 - July 2001
Job Former Originator at VIP Mortgage.
Industry Banking
Experience
VIP Mortgage January 2014 - June 2014
Fairway Independent Mortgage Corporation January 2010 - January 2014
American Home Mortgage Corp October 1999 - January 2010
Fortis Investments May 1998 - July 2001
Skills
Mortgage Banking, FHA, Residential Mortgages, Refinance, USDA, Mortgage Lending, VA loans, Loan Origination, Reverse Mortgages, FHA financing, Certified Mortgage..., Real Estate Transactions, Construction Loans, Foreclosures, Loans, Real Estate, Underwriting, Investments, Investment Properties, Short Sales, Residential Homes, Referrals, Real Estate Financing, First Time Home Buyers, Mortgage Underwriting, Home Equity Loans, Commercial Mortgages, Mortgage Marketing, Government Loans, USDA Rural Housing, 203K, HomePath, Credit, HUD, Home Equity Lines of..., REO, Mortgage Servicing, Commercial Lending, Real Estate Economics
Education
Lansing Community College 1976 — 1979
Eastern High School 1972 — 1975
VIP Mortgage January 2014 - June 2014
Fairway Independent Mortgage Corporation January 2010 - January 2014
American Home Mortgage Corp October 1999 - January 2010
Fortis Investments May 1998 - July 2001
Skills
Mortgage Banking, FHA, Residential Mortgages, Refinance, USDA, Mortgage Lending, VA loans, Loan Origination, Reverse Mortgages, FHA financing, Certified Mortgage..., Real Estate Transactions, Construction Loans, Foreclosures, Loans, Real Estate, Underwriting, Investments, Investment Properties, Short Sales, Residential Homes, Referrals, Real Estate Financing, First Time Home Buyers, Mortgage Underwriting, Home Equity Loans, Commercial Mortgages, Mortgage Marketing, Government Loans, USDA Rural Housing, 203K, HomePath, Credit, HUD, Home Equity Lines of..., REO, Mortgage Servicing, Commercial Lending, Real Estate Economics
Education
Lansing Community College 1976 — 1979
Eastern High School 1972 — 1975
Susan Miller Susan Miller's Fortis Investments Experience July 2000 - April 2001
Job
Industry Insurance
Experience
Travelers August 2004 - Present
Travelers June 2003 - August 2004
Travelers April 2001 - June 2003
Fortis Investments July 2000 - April 2001
Wipfli LLP January 1995 - July 2000
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, GAAP, Tax Preparation, Financial Reporting, Accounting, Cash Management, Tax Returns, Tax Research, CPA, General Ledger, Financial Accounting
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBT
University of Wisconsin-Eau Claire 1991 — 1996
BBA
Travelers August 2004 - Present
Travelers June 2003 - August 2004
Travelers April 2001 - June 2003
Fortis Investments July 2000 - April 2001
Wipfli LLP January 1995 - July 2000
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, GAAP, Tax Preparation, Financial Reporting, Accounting, Cash Management, Tax Returns, Tax Research, CPA, General Ledger, Financial Accounting
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBT
University of Wisconsin-Eau Claire 1991 — 1996
BBA
Chandima Mendis Chandima Mendis's Fortis Investments Experience 2004 - 2006
Job Investment management
Industry Financial Services
Experience
Bridgewest Group June 2015 - Present
Emerging Star July 2010 - May 2015
AXA Investment Managers January 2006 - July 2008
Fortis Investments 2004 - 2006
International Monetary Fund 2000 - 2002
Skills
Emerging Markets, Portfolio Management, Asset Allocation, Financial Services, Investment Management, Quantitative Finance, Alternative Investments, Bonds, Private Equity, Hedge Funds, Management, Fixed Income, Economics, Investments, Financial Markets
Education
University of Oxford 1995 — 1999
DPhil, Economics
Bridgewest Group June 2015 - Present
Emerging Star July 2010 - May 2015
AXA Investment Managers January 2006 - July 2008
Fortis Investments 2004 - 2006
International Monetary Fund 2000 - 2002
Skills
Emerging Markets, Portfolio Management, Asset Allocation, Financial Services, Investment Management, Quantitative Finance, Alternative Investments, Bonds, Private Equity, Hedge Funds, Management, Fixed Income, Economics, Investments, Financial Markets
Education
University of Oxford 1995 — 1999
DPhil, Economics
Roxanne Pennington Roxanne Pennington's Fortis Investments Experience July 1995 - November 1996
Job Entrepreneur
Industry Publishing
Experience
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Jim Schantz, CFA Jim Schantz, CFA's Fortis Investments Experience 2003 - 2008
Job Quantitative Equity Analyst/Manager
Industry Investment Management
Experience
Fortis Investments 2003 - 2008
John Hancock Funds May 1998 - December 2003
Hagler, Mastrovita & Hewitt 1994 - 1998
Education
Chartered Financial Analyst 1995 — 1997
CFA, Chartered Financial Analyst
Brown University
AB, Economics
Fortis Investments 2003 - 2008
John Hancock Funds May 1998 - December 2003
Hagler, Mastrovita & Hewitt 1994 - 1998
Education
Chartered Financial Analyst 1995 — 1997
CFA, Chartered Financial Analyst
Brown University
AB, Economics
Scott Silberman's Fortis Investments Experience 1992 - 1993
Job Regional Sales Manager at Zimmer Biomet | Leadership | Sales Management | Consultative Selling | Results | Growth
Industry Medical Devices
Experience
Zimmer Biomet November 2013 - Present
Biomet July 2009 - June 2014
Biomet December 2006 - July 2009
Biomet February 2004 - December 2006
Abbott 1999 - 2004
Wellbridge 1994 - 1999
Town of Vail 1993 - 1994
Fortis Investments 1992 - 1993
Skills
General Management, Sales Team Leadership, Portfolio Management, Product Marketing, Brand Management, New Product Development, P&L Management, Product Line Management, New Product Ideation, Business Case..., Sales Team Management, Goal Setting, Sales Management, Leadership, Medical Devices, Product Development, Forecasting, Selling, Sales Operations, Management, Sales, Competitive Analysis, New Business Development, Cross-functional Team..., Strategy, Marketing Strategy, Business Development, Capital Equipment, Product Launch, Strategic Planning, Sales Process, Negotiation, Account Management, Product Management, Market Development, Business Strategy
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Business
Zimmer Biomet November 2013 - Present
Biomet July 2009 - June 2014
Biomet December 2006 - July 2009
Biomet February 2004 - December 2006
Abbott 1999 - 2004
Wellbridge 1994 - 1999
Town of Vail 1993 - 1994
Fortis Investments 1992 - 1993
Skills
General Management, Sales Team Leadership, Portfolio Management, Product Marketing, Brand Management, New Product Development, P&L Management, Product Line Management, New Product Ideation, Business Case..., Sales Team Management, Goal Setting, Sales Management, Leadership, Medical Devices, Product Development, Forecasting, Selling, Sales Operations, Management, Sales, Competitive Analysis, New Business Development, Cross-functional Team..., Strategy, Marketing Strategy, Business Development, Capital Equipment, Product Launch, Strategic Planning, Sales Process, Negotiation, Account Management, Product Management, Market Development, Business Strategy
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Business
Chris Contos Chris Contos's Fortis Investments Experience 1999 - 2001
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Cameron Crise Cameron Crise's Fortis Investments Experience August 2004 - February 2008
Job Global Macro Portfolio Manager | Strategist
Industry Investment Management
Experience
Graham Capital Management May 2010 - March 2014
Nylon Capital LLP April 2008 - January 2010
Fortis Investments August 2004 - February 2008
Gartmore December 2003 - July 2004
Lee Overlay Partners August 2000 - November 2003
UBS August 1997 - July 2000
SBC Warburg January 1996 - July 1997
SBC Warburg July 1993 - December 1995
Education
Duke University 1989 — 1993
A.B., Public Policy Studies and History
Graham Capital Management May 2010 - March 2014
Nylon Capital LLP April 2008 - January 2010
Fortis Investments August 2004 - February 2008
Gartmore December 2003 - July 2004
Lee Overlay Partners August 2000 - November 2003
UBS August 1997 - July 2000
SBC Warburg January 1996 - July 1997
SBC Warburg July 1993 - December 1995
Education
Duke University 1989 — 1993
A.B., Public Policy Studies and History
Dan Singleman Dan Singleman's Fortis Investments Experience July 2006 - December 2009
Job Portfolio Manager at BNP Paribas Investment Partners
Industry Capital Markets
Experience
BNP Paribas Investment Partners September 2015 - Present
Aflac Global Investments December 2014 - September 2015
BNP Paribas Investment Partners March 2012 - December 2014
BNP Paribas Investment Partners January 2010 - April 2012
Fortis Investments July 2006 - December 2009
Skills
Trading, Credit, Portfolio Management, Asset Management, Fixed Income, Fund Managers, Bonds, Bloomberg, Structured Products, Buy-side, CDS, Research, Asset Managment, Derivatives
Education
ICMA Centre, University of Reading, England 2005 — 2006
MSc, MSc International Securities, Investment and Banking
The University of Reading 2004 — 2005
Master of Science (MSc), International Business and Finance
Iowa State University 2000 — 2003
BSc, Agricultural Business
BNP Paribas Investment Partners September 2015 - Present
Aflac Global Investments December 2014 - September 2015
BNP Paribas Investment Partners March 2012 - December 2014
BNP Paribas Investment Partners January 2010 - April 2012
Fortis Investments July 2006 - December 2009
Skills
Trading, Credit, Portfolio Management, Asset Management, Fixed Income, Fund Managers, Bonds, Bloomberg, Structured Products, Buy-side, CDS, Research, Asset Managment, Derivatives
Education
ICMA Centre, University of Reading, England 2005 — 2006
MSc, MSc International Securities, Investment and Banking
The University of Reading 2004 — 2005
Master of Science (MSc), International Business and Finance
Iowa State University 2000 — 2003
BSc, Agricultural Business
Jennifer Randall's Fortis Investments Experience 1998 - 1999
Job Director of Product Marketing at LLamasoft, Inc.
Industry Computer Software
Experience
LLamasoft, Inc. September 2012 - Present
HighJump Software February 2007 - September 2012
SoftBrands September 1999 - October 2006
Fortis Investments 1998 - 1999
Chamber of Commerce, Mexico City, Mexico, D.F. 1997 - 1998
Skills
Product Launch, Product Marketing, SEO, Marketing Management, Marketing Strategy, Strategic Planning, Lead Generation, Marketing Communications, Team Leadership, Budgeting, Market Planning, Partner Development, Channel Optimization, Marketing, Leadership, CRM, Sales, Budgets, Solution Selling, Product Management, Supply Chain, Salesforce.com, Account Management, Strategy, Enterprise Software, ERP, B2B, Sales Operations, Program Management, Strategic Partnerships, Project Management, Product Development, Team Management, Management, Cross-functional Team...
Education
The College of Saint Scholastica 2005 — 2007
MA, Management, Business
Concordia College 1994 — 1998
BA, Organizational Communications, Intl Business, Spanish
Minnehaha Academy 1990 — 1994
High school diploma
LLamasoft, Inc. September 2012 - Present
HighJump Software February 2007 - September 2012
SoftBrands September 1999 - October 2006
Fortis Investments 1998 - 1999
Chamber of Commerce, Mexico City, Mexico, D.F. 1997 - 1998
Skills
Product Launch, Product Marketing, SEO, Marketing Management, Marketing Strategy, Strategic Planning, Lead Generation, Marketing Communications, Team Leadership, Budgeting, Market Planning, Partner Development, Channel Optimization, Marketing, Leadership, CRM, Sales, Budgets, Solution Selling, Product Management, Supply Chain, Salesforce.com, Account Management, Strategy, Enterprise Software, ERP, B2B, Sales Operations, Program Management, Strategic Partnerships, Project Management, Product Development, Team Management, Management, Cross-functional Team...
Education
The College of Saint Scholastica 2005 — 2007
MA, Management, Business
Concordia College 1994 — 1998
BA, Organizational Communications, Intl Business, Spanish
Minnehaha Academy 1990 — 1994
High school diploma
Alicia Centeno Alicia Centeno's Fortis Investments Experience January 2003 - August 2003
Job Territory Manager, Business Development
Industry Marketing and Advertising
Experience
Carrier Enterprise December 2014 - Present
Johnson Supply January 2011 - October 2014
Atlantic Trust May 2007 - March 2009
Ten Cate March 2004 - May 2007
Fortis Investments January 2003 - August 2003
Madisongrey Holdings June 2001 - December 2002
Karma Music 2001 - 2002
Infinity Capital Group, LLC June 2000 - June 2001
ASLO.COM, Inc January 1999 - February 2000
RealEstate.com January 1998 - January 1999
Skills
Marketing Strategy, Marketing Communications, Marketing, B2B, Business Development, Management, Strategic Planning, Market Research, Leadership, Strategy, New Business Development, Social Media Marketing, Project Management, Digital Marketing, Brand Management, Event Planning, Online Advertising, Sales, Project Planning, Advertising, Corporate Branding, Start-ups, Market Planning, Team Building, Budgets, Business Planning, Social Media, Contract Negotiation, Business Strategy, Account Management, Competitive Analysis, Forecasting, Negotiation, Event Management, Team Leadership, Sales Management
Education
Carrier TMU-Territory Manager University 2015 — 2015
Carrier Certified Territory Manager, Territory Management
University of Houston 1990 — 1992
Bachelor’s Degree, BBA in Marketing
Carrier Enterprise December 2014 - Present
Johnson Supply January 2011 - October 2014
Atlantic Trust May 2007 - March 2009
Ten Cate March 2004 - May 2007
Fortis Investments January 2003 - August 2003
Madisongrey Holdings June 2001 - December 2002
Karma Music 2001 - 2002
Infinity Capital Group, LLC June 2000 - June 2001
ASLO.COM, Inc January 1999 - February 2000
RealEstate.com January 1998 - January 1999
Skills
Marketing Strategy, Marketing Communications, Marketing, B2B, Business Development, Management, Strategic Planning, Market Research, Leadership, Strategy, New Business Development, Social Media Marketing, Project Management, Digital Marketing, Brand Management, Event Planning, Online Advertising, Sales, Project Planning, Advertising, Corporate Branding, Start-ups, Market Planning, Team Building, Budgets, Business Planning, Social Media, Contract Negotiation, Business Strategy, Account Management, Competitive Analysis, Forecasting, Negotiation, Event Management, Team Leadership, Sales Management
Education
Carrier TMU-Territory Manager University 2015 — 2015
Carrier Certified Territory Manager, Territory Management
University of Houston 1990 — 1992
Bachelor’s Degree, BBA in Marketing
Med Salim Camara's Fortis Investments Experience May 2007 - September 2007
Job Chargé d'Etudes Statistiques et Marketing
Industry Market Research
Experience
arvato systems February 2012 - August 2013
Université de Reims Champagne-Ardenne February 2009 - January 2013
Chambre de Commerce et de l'Industrie March 2011 - November 2011
GLOBE DIFFUSION June 2008 - January 2011
Orange December 2007 - July 2008
Fortis Investments May 2007 - September 2007
Skills
Data Mining, Data Analysis, Statistics, Econometrics, Marketing Strategy, Quantitative Analytics, recherche marketing, Database Marketing, Direct Marketing, Quantitative Finance, Econometric Modeling, Predictive Modeling, Statistical Modeling, Economic Research, Quantitative Research, Time Series Analysis, Analyse de données, Exploration des données, Modélisation statistique, Recherche quantitative, Statistiques, Centres d'appel, Expérience client, Coaching, Change Management, Gestion de projet, Management, Économétrie, Telecommunications, Gestion d'équipe, Customer Service, Analyses, Analyste commercial, Satisfaction du client, Service client, Télécommunications
Education
Université Paris 1 Panthéon-Sorbonne 2005 — 2008
Master of Business Administration (M.B.A.), Econometrics and Quantitative Economics, Master's
Université de Reims Champagne-Ardenne 2002 — 2005
Bachelor of Applied Science (BASc), Econométrie, Bachelor
arvato systems February 2012 - August 2013
Université de Reims Champagne-Ardenne February 2009 - January 2013
Chambre de Commerce et de l'Industrie March 2011 - November 2011
GLOBE DIFFUSION June 2008 - January 2011
Orange December 2007 - July 2008
Fortis Investments May 2007 - September 2007
Skills
Data Mining, Data Analysis, Statistics, Econometrics, Marketing Strategy, Quantitative Analytics, recherche marketing, Database Marketing, Direct Marketing, Quantitative Finance, Econometric Modeling, Predictive Modeling, Statistical Modeling, Economic Research, Quantitative Research, Time Series Analysis, Analyse de données, Exploration des données, Modélisation statistique, Recherche quantitative, Statistiques, Centres d'appel, Expérience client, Coaching, Change Management, Gestion de projet, Management, Économétrie, Telecommunications, Gestion d'équipe, Customer Service, Analyses, Analyste commercial, Satisfaction du client, Service client, Télécommunications
Education
Université Paris 1 Panthéon-Sorbonne 2005 — 2008
Master of Business Administration (M.B.A.), Econometrics and Quantitative Economics, Master's
Université de Reims Champagne-Ardenne 2002 — 2005
Bachelor of Applied Science (BASc), Econométrie, Bachelor
Scott Kroll Scott Kroll's Fortis Investments Experience June 2005 - October 2006
Job Senior Systems Engineer at HarbourVest Partners
Industry Information Technology and Services
Experience
HarbourVest Partners April 2015 - Present
RADIUS Global Growth Experts April 2013 - April 2015
mindSHIFT January 2011 - April 2013
iCorps Technologies November 2006 - December 2010
Fortis Investments June 2005 - October 2006
Hilb Rogal & Hobbs November 2002 - August 2004
ESPN 2004 - 2004
Skills
VMware, VMware ESX, Active Directory, Microsoft Exchange, Virtualization, Windows Server, Disaster Recovery, DNS, Servers, Network Design, SAN, Firewalls, Network Administration, DHCP, System Administration, Cisco Technologies, Cloud Computing, Data Center, Citrix, VPN, Switches, IT Operations, Security, Business Continuity, Network Security, TCP/IP, Windows 7, Cisco UCS
Education
Franklin Pierce University 1991 — 1995
BA, Accounting, Computers
Glastonbury High School 1988 — 1991
HarbourVest Partners April 2015 - Present
RADIUS Global Growth Experts April 2013 - April 2015
mindSHIFT January 2011 - April 2013
iCorps Technologies November 2006 - December 2010
Fortis Investments June 2005 - October 2006
Hilb Rogal & Hobbs November 2002 - August 2004
ESPN 2004 - 2004
Skills
VMware, VMware ESX, Active Directory, Microsoft Exchange, Virtualization, Windows Server, Disaster Recovery, DNS, Servers, Network Design, SAN, Firewalls, Network Administration, DHCP, System Administration, Cisco Technologies, Cloud Computing, Data Center, Citrix, VPN, Switches, IT Operations, Security, Business Continuity, Network Security, TCP/IP, Windows 7, Cisco UCS
Education
Franklin Pierce University 1991 — 1995
BA, Accounting, Computers
Glastonbury High School 1988 — 1991
Wendie Hernandez Wendie Hernandez's Fortis Investments Experience March 2000 - July 2000
Job Vice President, Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2007 - Present
AXA Advisors July 2000 - October 2007
Fortis Investments March 2000 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
DeVry University's Keller Graduate School of Management-California 2010 — 2015
Master of Business Administration (MBA)
DeVry University-California 1997 — 2000
Bachelor of Science in Business Administration (BSBA), Business Administration, Management and Operations
LPL Financial November 2007 - Present
AXA Advisors July 2000 - October 2007
Fortis Investments March 2000 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
DeVry University's Keller Graduate School of Management-California 2010 — 2015
Master of Business Administration (MBA)
DeVry University-California 1997 — 2000
Bachelor of Science in Business Administration (BSBA), Business Administration, Management and Operations
Gisele Monroe Gisele Monroe's Fortis Investments Experience January 2002 - April 2003
Job Director of Retirement at Columbia University in the City of New York
Industry Human Resources
Experience
Columbia University in the City of New York March 2014 - Present
Columbia University January 2012 - Present
Ports America April 2003 - November 2011
Little Scoops January 2007 - March 2010
Fortis Investments January 2002 - April 2003
PwC July 2000 - December 2002
New York Presbyterian Hospital November 1999 - July 2000
AXA Equitable August 1996 - December 1999
Skills
Budgets, Customer Service, Deferred Compensation, Defined Benefit, ERISA, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Payroll, PeopleSoft, Performance Management, Personnel Management, Recruiting, System Administration, Training
Education
Columbia University in the City of New York
Master's Degree, Strategic Communications
City University of New York-Baruch College 1988 — 1993
Bachelor's Degree, Business Communications, 3.5
The Mary Louis Academy 1984 — 1988
High School, Academics
Columbia University in the City of New York March 2014 - Present
Columbia University January 2012 - Present
Ports America April 2003 - November 2011
Little Scoops January 2007 - March 2010
Fortis Investments January 2002 - April 2003
PwC July 2000 - December 2002
New York Presbyterian Hospital November 1999 - July 2000
AXA Equitable August 1996 - December 1999
Skills
Budgets, Customer Service, Deferred Compensation, Defined Benefit, ERISA, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Payroll, PeopleSoft, Performance Management, Personnel Management, Recruiting, System Administration, Training
Education
Columbia University in the City of New York
Master's Degree, Strategic Communications
City University of New York-Baruch College 1988 — 1993
Bachelor's Degree, Business Communications, 3.5
The Mary Louis Academy 1984 — 1988
High School, Academics
Craig Ballard's Fortis Investments Experience October 1997 - December 1997
Job Claim Director at Old Republic Construction Program Group
Industry Insurance
Experience
Old Republic Construction Program Group April 2015 - Present
Liberty Mutual Insurance April 1998 - April 2015
Fortis Investments October 1997 - December 1997
American Funds March 1997 - September 1997
Skills
Claims Management, Customer Service, Workers Compensation, Management, Claim, Quality Auditing, Emergency Management, Predictive Modeling, Lean Management, First Responder, Litigation Management, General Insurance, Commercial Insurance, Medicare, Written & Oral..., Employee Training, Reserve Analysis, Insurance Law, Process Improvement, Claims Handling, Insurance, Liability, Negotiation, Property & Casualty..., Leadership, Training, Risk Management, OCIP/CCIP, Hearing Representative, Negotiations, Litigation, Workers' Compensation..., Analysis, Subrogation, Investigation, Claim Investigation, Fraud, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Risk, Strategy, Risk Assessment
Education
California State University-Long Beach 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Old Republic Construction Program Group April 2015 - Present
Liberty Mutual Insurance April 1998 - April 2015
Fortis Investments October 1997 - December 1997
American Funds March 1997 - September 1997
Skills
Claims Management, Customer Service, Workers Compensation, Management, Claim, Quality Auditing, Emergency Management, Predictive Modeling, Lean Management, First Responder, Litigation Management, General Insurance, Commercial Insurance, Medicare, Written & Oral..., Employee Training, Reserve Analysis, Insurance Law, Process Improvement, Claims Handling, Insurance, Liability, Negotiation, Property & Casualty..., Leadership, Training, Risk Management, OCIP/CCIP, Hearing Representative, Negotiations, Litigation, Workers' Compensation..., Analysis, Subrogation, Investigation, Claim Investigation, Fraud, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Risk, Strategy, Risk Assessment
Education
California State University-Long Beach 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Danielle Devereaux Danielle Devereaux's Fortis Investments Experience September 2008 - August 2009
Job Analyst at TD Securities
Industry Financial Services
Experience
TD Securities April 2012 - Present
TD Securities January 2011 - August 2012
TD Securities August 2009 - January 2011
Fortis Investments September 2008 - August 2009
Fortis Investments March 2007 - September 2008
Mulligan Security November 2006 - March 2007
Skills
Series 7, Series 63, Fixed Income, Bloomberg Terminal, Capital Markets, Bonds, Transaction Management, Debt Settlement, Roadshows, P&L Responsibilities
Education
Saint Lawrence University 2002 — 2006
Bachelor of Arts, Fine Arts
TD Securities April 2012 - Present
TD Securities January 2011 - August 2012
TD Securities August 2009 - January 2011
Fortis Investments September 2008 - August 2009
Fortis Investments March 2007 - September 2008
Mulligan Security November 2006 - March 2007
Skills
Series 7, Series 63, Fixed Income, Bloomberg Terminal, Capital Markets, Bonds, Transaction Management, Debt Settlement, Roadshows, P&L Responsibilities
Education
Saint Lawrence University 2002 — 2006
Bachelor of Arts, Fine Arts
Michelle (Shelley) Rodriguez's Fortis Investments Experience November 1995 - June 1999
Job Financial Services Manager, Sr. Operations Consultant | Building Relationships, Improving Processes and Engaging People
Industry Financial Services
Experience
Hartford Funds March 2014 - Present
Hartford Funds March 2009 - March 2014
Hartford Funds March 2006 - March 2009
Hartford Funds September 2001 - March 2006
Fortis Investments November 1995 - June 1999
Skills
Mutual Funds, Process Improvement, Customer Service, Relationship Management, Transfer Agency, Business Analysis, Vendor Management, Financial Services, Customer Relations, Management, Leadership, Call Centers, Team Building, Team Leadership, Operations Management, Problem Solving, Series 6, Account Management, Customer Satisfaction, Call Center, Word, Negotiation, NICSA Member, Cross-functional Team..., Escalation Resolution, Escalation Process, Microsoft Word, SharePoint, Salesforce.com, Business Process..., Microsoft Office, Securities, Strategic Planning, Change Management, Customer Experience, Analysis, Relationship Building, Business Process, Customer Retention
Education
Minnesota School of Business 2008 — 2016
In progress, Business Administration, 4.0 GPA
Hartford Funds March 2014 - Present
Hartford Funds March 2009 - March 2014
Hartford Funds March 2006 - March 2009
Hartford Funds September 2001 - March 2006
Fortis Investments November 1995 - June 1999
Skills
Mutual Funds, Process Improvement, Customer Service, Relationship Management, Transfer Agency, Business Analysis, Vendor Management, Financial Services, Customer Relations, Management, Leadership, Call Centers, Team Building, Team Leadership, Operations Management, Problem Solving, Series 6, Account Management, Customer Satisfaction, Call Center, Word, Negotiation, NICSA Member, Cross-functional Team..., Escalation Resolution, Escalation Process, Microsoft Word, SharePoint, Salesforce.com, Business Process..., Microsoft Office, Securities, Strategic Planning, Change Management, Customer Experience, Analysis, Relationship Building, Business Process, Customer Retention
Education
Minnesota School of Business 2008 — 2016
In progress, Business Administration, 4.0 GPA
Neeraj Mahajan, CFA Neeraj Mahajan, CFA's Fortis Investments Experience August 2005 - August 2006
Job Global Equity Analyst/Assistant Portfolio Manager
Industry Investment Management
Experience
GMO August 2009 - Present
HIMCO July 2008 - August 2009
McKinsey & Company June 2007 - August 2007
Fortis Investments August 2005 - August 2006
Fidelity Investments October 2001 - July 2005
eFORCE July 2000 - July 2001
DSQ Software June 1997 - July 2000
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Strategy, Management, E-commerce, Credit, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Equity Research, Alternative Investments, Financial Analysis, Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Boston University - School of Management 2004 — 2005
Master of Science (MS), Investment Management
Pondicherry University 1993 — 1997
B.Tech, Electrical and Electronics Engineering
GMO August 2009 - Present
HIMCO July 2008 - August 2009
McKinsey & Company June 2007 - August 2007
Fortis Investments August 2005 - August 2006
Fidelity Investments October 2001 - July 2005
eFORCE July 2000 - July 2001
DSQ Software June 1997 - July 2000
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income, Strategy, Management, E-commerce, Credit, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Equity Research, Alternative Investments, Financial Analysis, Financial Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Boston University - School of Management 2004 — 2005
Master of Science (MS), Investment Management
Pondicherry University 1993 — 1997
B.Tech, Electrical and Electronics Engineering
Cindy Rothborth's Fortis Investments Experience 2003 - 2005
Job Email Marketing Director
Industry Marketing and Advertising
Experience
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Helen Topor Helen Topor's Fortis Investments Experience September 2003 - April 2005
Job Senior Vice President, Director of Human Resources at Salem Five Bank
Industry Real Estate
Experience
Salem Five Bank January 2013 - Present
New Boston Fund, Inc. May 2005 - December 2012
Fortis Investments September 2003 - April 2005
Hayden Consulting 2001 - 2003
Converge, (Formerly known as NECX) 2000 - 2001
Converge 1992 - 2000
Skills
Performance Management, Human Resources, Employee Relations, Personnel Management, Recruiting, HR Policies, Leadership Development, Leadership, Employee Benefits, Process Improvement, Executive Coaching, Interviews, Strategic Planning, New Hire Orientations, Mergers & Acquisitions, Talent Acquisition, Organizational..., Management
Education
Regis College
BA, Education, Psychology, Sociololgy
Salem Five Bank January 2013 - Present
New Boston Fund, Inc. May 2005 - December 2012
Fortis Investments September 2003 - April 2005
Hayden Consulting 2001 - 2003
Converge, (Formerly known as NECX) 2000 - 2001
Converge 1992 - 2000
Skills
Performance Management, Human Resources, Employee Relations, Personnel Management, Recruiting, HR Policies, Leadership Development, Leadership, Employee Benefits, Process Improvement, Executive Coaching, Interviews, Strategic Planning, New Hire Orientations, Mergers & Acquisitions, Talent Acquisition, Organizational..., Management
Education
Regis College
BA, Education, Psychology, Sociololgy
Alek Drel's Fortis Investments Experience August 2007 - March 2009
Job Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics July 2012 - Present
Moody's Wall Street Analytics March 2009 - August 2012
Fortis Investments August 2007 - March 2009
Calyon/Credit Analytics Group June 2007 - August 2007
Moody's Investors Service December 2003 - June 2007
Keane 2000 - 2003
Skills
C#, C++, Java, Intex, SQL, Asp.net, VBA, Sybase, Oracle, SQL Server, ABS, WinForms, Problem Solving, Server Administration, Client Communications, Cash Flow, Bloomberg, Stored Procedures, Query Optimization, Database Design, CMBS, Residential Mortgages, Fixed Income, ASP.NET, Microsoft SQL Server, Web Services, SDLC, Software Development, Capital Markets
Education
New York University 2004 — 2006
MS
City University of New York-Hunter College 1996 — 2000
BA
NYSSA
CFA Level 3 Candidate
Moody's Analytics July 2012 - Present
Moody's Wall Street Analytics March 2009 - August 2012
Fortis Investments August 2007 - March 2009
Calyon/Credit Analytics Group June 2007 - August 2007
Moody's Investors Service December 2003 - June 2007
Keane 2000 - 2003
Skills
C#, C++, Java, Intex, SQL, Asp.net, VBA, Sybase, Oracle, SQL Server, ABS, WinForms, Problem Solving, Server Administration, Client Communications, Cash Flow, Bloomberg, Stored Procedures, Query Optimization, Database Design, CMBS, Residential Mortgages, Fixed Income, ASP.NET, Microsoft SQL Server, Web Services, SDLC, Software Development, Capital Markets
Education
New York University 2004 — 2006
MS
City University of New York-Hunter College 1996 — 2000
BA
NYSSA
CFA Level 3 Candidate
Karim Berichi Karim Berichi's Fortis Investments Experience 2004 - 2006
Job Portfolio Manager & U.S. Head of Valuation and Risk Assessment at BlackRock
Industry Investment Management
Experience
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
Luke McCullough Luke McCullough's Fortis Investments Experience December 2005 - October 2008
Job Portfolio Constructor at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners August 2013 - Present
BNP Paribas Investment Partners October 2008 - August 2013
Fortis Investments December 2005 - October 2008
State Street 2004 - 2005
Skills
Bloomberg, Equities, Mutual Funds, Fixed Income, Business Analysis, Microsoft Excel, Asset Management, Investments, Portfolio Management, Credit, Valuation, Hedge Funds, Derivatives, Financial Modeling, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
MBA, GPA 3.57
Brown University 1999 — 2003
Bachelor of Arts, Public and Private Sector Organizations
BNP Paribas Investment Partners August 2013 - Present
BNP Paribas Investment Partners October 2008 - August 2013
Fortis Investments December 2005 - October 2008
State Street 2004 - 2005
Skills
Bloomberg, Equities, Mutual Funds, Fixed Income, Business Analysis, Microsoft Excel, Asset Management, Investments, Portfolio Management, Credit, Valuation, Hedge Funds, Derivatives, Financial Modeling, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
MBA, GPA 3.57
Brown University 1999 — 2003
Bachelor of Arts, Public and Private Sector Organizations
Sangita Gandhi Sangita Gandhi's Fortis Investments Experience May 2006 - September 2009
Job Principal at Shanti Capital LLC
Industry Financial Services
Experience
Shanti Capital LLC January 2010 - Present
Fortis Investments May 2006 - September 2009
GE Real Estate March 2003 - April 2006
GE Capital- GE Real Estate 2003 - 2006
Newgate LLP February 2002 - December 2002
the 'Tata Young Citizens Fund March 1995 - September 1998
CRISIL (a subsidiary of Standard and Poor's) January 1993 - January 1995
Education
Jamnalal Bajaj Institute of Management Studies 1991 — 1993
MBA, Finance
Narsee Monjee Institute of Management Studies 1985 — 1990
B. Com
CFA, CPA
CPA, CFA, passed the CFP exam
Shanti Capital LLC January 2010 - Present
Fortis Investments May 2006 - September 2009
GE Real Estate March 2003 - April 2006
GE Capital- GE Real Estate 2003 - 2006
Newgate LLP February 2002 - December 2002
the 'Tata Young Citizens Fund March 1995 - September 1998
CRISIL (a subsidiary of Standard and Poor's) January 1993 - January 1995
Education
Jamnalal Bajaj Institute of Management Studies 1991 — 1993
MBA, Finance
Narsee Monjee Institute of Management Studies 1985 — 1990
B. Com
CFA, CPA
CPA, CFA, passed the CFP exam
Kane Dawson's Fortis Investments Experience 1994 - 1996
Job Hospital CEO at Quorum Health Resources
Industry Hospital & Health Care
Experience
Quorum Health Resources August 2015 - Present
Physician Owned Speciatly Hospitals in Texas May 2013 - August 2015
Cancer Treatment Centers of America 2011 - 2013
Cancer Treatment Centers of America 2005 - 2011
Cancer Treatment Centers of America 2002 - 2005
Tenet Healthcare 2000 - 2002
Trimeridian, Inc. 1998 - 2000
Charter Behavioral Health Systems 1995 - 1998
Fortis Investments 1994 - 1996
Skills
Healthcare, Hospitals, Leadership, Healthcare Management, Physicians, Healthcare Information..., Strategic Planning, EMR, Healthcare Consulting, Oncology, Strategy, Program Management, EHR, Physician Relations, Six Sigma, Revenue Cycle, Managed Care, Process Improvement, Management, Medicine, Medicare, Start-ups, Healthcare Industry, Quality Improvement, Construction Management, Nursing, Lean Thinking, Budgets, Informatics, JCAHO, Medicaid, Health Policy, Utilization Management, Revenue Cycle Management, Consulting, Quality Management, Team Building, Project Planning, Clinical Research, Strategic Partnerships, Practice Management, Inpatient, Acute Care, Change Management, Recruiting, Leadership Development, Business Development, Turn Around Management, Turnaround Experience
Education
Wabash College 1990 — 1994
BA, English
Indiana Wesleyan University 1996 — 1999
MBA, Business Administration and Management, General
Crawfordsville High School
Quorum Health Resources August 2015 - Present
Physician Owned Speciatly Hospitals in Texas May 2013 - August 2015
Cancer Treatment Centers of America 2011 - 2013
Cancer Treatment Centers of America 2005 - 2011
Cancer Treatment Centers of America 2002 - 2005
Tenet Healthcare 2000 - 2002
Trimeridian, Inc. 1998 - 2000
Charter Behavioral Health Systems 1995 - 1998
Fortis Investments 1994 - 1996
Skills
Healthcare, Hospitals, Leadership, Healthcare Management, Physicians, Healthcare Information..., Strategic Planning, EMR, Healthcare Consulting, Oncology, Strategy, Program Management, EHR, Physician Relations, Six Sigma, Revenue Cycle, Managed Care, Process Improvement, Management, Medicine, Medicare, Start-ups, Healthcare Industry, Quality Improvement, Construction Management, Nursing, Lean Thinking, Budgets, Informatics, JCAHO, Medicaid, Health Policy, Utilization Management, Revenue Cycle Management, Consulting, Quality Management, Team Building, Project Planning, Clinical Research, Strategic Partnerships, Practice Management, Inpatient, Acute Care, Change Management, Recruiting, Leadership Development, Business Development, Turn Around Management, Turnaround Experience
Education
Wabash College 1990 — 1994
BA, English
Indiana Wesleyan University 1996 — 1999
MBA, Business Administration and Management, General
Crawfordsville High School
Candice Nonas's Fortis Investments Experience July 2006 - August 2008
Job Risk Management Executive
Industry Financial Services
Experience
GE Capital January 2014 - Present
FDIC January 2013 - January 2014
Bank of America 2011 - 2013
NewOak Capital 2009 - 2011
Fortis Investments July 2006 - August 2008
Barclays Capital May 2004 - June 2006
Moody's Investors Service April 2000 - April 2004
Skills
Derivatives, Risk Management, Credit Risk, Due Diligence, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Market Risk, Valuation, Fixed Income, Financial Risk, Investment Banking, Enterprise Risk..., Structured Finance, Asset Management, Financial Institutions, Hedge Funds, Credit, Securities, Bloomberg, Corporate Finance, Asset Managment, Critical Thinking, Equities, Financial Services, Financial Markets, Credit Analysis, Financial Structuring, RMBS/ABS, Buy Side Asset..., Global Regulatory..., CCAR, Recovery Planning, Stress Testing, Capital Policy, Governance, Risk Policy, Swaps, Repos, Loans, Leases, Structured Securities, Commercial Paper, Bonds, Treasury, Congress, SEC, Mortgage Lending, Pension Funds
Education
Columbia University in the City of New York
Master's degree
GE Capital January 2014 - Present
FDIC January 2013 - January 2014
Bank of America 2011 - 2013
NewOak Capital 2009 - 2011
Fortis Investments July 2006 - August 2008
Barclays Capital May 2004 - June 2006
Moody's Investors Service April 2000 - April 2004
Skills
Derivatives, Risk Management, Credit Risk, Due Diligence, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Market Risk, Valuation, Fixed Income, Financial Risk, Investment Banking, Enterprise Risk..., Structured Finance, Asset Management, Financial Institutions, Hedge Funds, Credit, Securities, Bloomberg, Corporate Finance, Asset Managment, Critical Thinking, Equities, Financial Services, Financial Markets, Credit Analysis, Financial Structuring, RMBS/ABS, Buy Side Asset..., Global Regulatory..., CCAR, Recovery Planning, Stress Testing, Capital Policy, Governance, Risk Policy, Swaps, Repos, Loans, Leases, Structured Securities, Commercial Paper, Bonds, Treasury, Congress, SEC, Mortgage Lending, Pension Funds
Education
Columbia University in the City of New York
Master's degree
Brian Zajac's Fortis Investments Experience September 2006 - June 2008
Job VP, Director of Operational Risk Management at Loomis Sayles & Company L.P.
Industry Investment Management
Experience
Loomis, Sayles & Company July 2015 - Present
Loomis Sayles & Company L.P. May 2010 - July 2015
Fortis Investment Management June 2008 - May 2010
BNP Paribas Investment Partners 2010 - 2010
Fortis Investments September 2006 - June 2008
Fortis Investments July 2003 - November 2006
Schwab Capital Markets July 2000 - July 2002
Skills
Equities, Fixed Income, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Masters, Global Finance
Bentley University 1998 — 2000
Finance
Saint Bonaventure University 1996 — 1998
Finance
Loomis, Sayles & Company July 2015 - Present
Loomis Sayles & Company L.P. May 2010 - July 2015
Fortis Investment Management June 2008 - May 2010
BNP Paribas Investment Partners 2010 - 2010
Fortis Investments September 2006 - June 2008
Fortis Investments July 2003 - November 2006
Schwab Capital Markets July 2000 - July 2002
Skills
Equities, Fixed Income, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Masters, Global Finance
Bentley University 1998 — 2000
Finance
Saint Bonaventure University 1996 — 1998
Finance
Bart Everaert, FRM's Fortis Investments Experience April 2006 - June 2006
Job Senior Risk Consultant at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Maria Zade's Fortis Investments Experience July 2008 - January 2010
Job French Teacher at Hingham High School
Industry Financial Services
Experience
Hingham High School June 2012 - Present
Stoughton High School January 2010 - June 2012
Fortis Investments July 2008 - January 2010
Fortis Investments September 2006 - June 2008
Skills
Asset Managment, Equities, Investments, Mutual Funds, Investment Management, Emerging Markets, Portfolio Management, French, Investment Strategies
Education
Simmons College 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
Wellesley College 2002 — 2006
BA, Political Science, French
Hingham High School June 2012 - Present
Stoughton High School January 2010 - June 2012
Fortis Investments July 2008 - January 2010
Fortis Investments September 2006 - June 2008
Skills
Asset Managment, Equities, Investments, Mutual Funds, Investment Management, Emerging Markets, Portfolio Management, French, Investment Strategies
Education
Simmons College 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
Wellesley College 2002 — 2006
BA, Political Science, French
Austin Mayberry's Fortis Investments Experience March 2007 - May 2007
Job Head of Investment Platform at First State Investments
Industry Investment Management
Experience
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
Michelle Spina Schmidt's Fortis Investments Experience January 2001 - July 2004
Job Marketing Manager
Industry Marketing and Advertising
Experience
L.E.K. Consulting August 2010 - January 2011
Embarcadero Technologies January 2007 - August 2009
GSFA Consulting November 2004 - June 2006
Fortis Investments January 2001 - July 2004
Microsoft December 1999 - June 2000
TMP Worldwide August 1998 - December 1999
Education
Middlebury College
Bachelor of Arts, Spanish
University of Granada
L.E.K. Consulting August 2010 - January 2011
Embarcadero Technologies January 2007 - August 2009
GSFA Consulting November 2004 - June 2006
Fortis Investments January 2001 - July 2004
Microsoft December 1999 - June 2000
TMP Worldwide August 1998 - December 1999
Education
Middlebury College
Bachelor of Arts, Spanish
University of Granada
Abhijit Dande, CFA's Fortis Investments Experience July 2006 - July 2008
Job Sr. Director, Market Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
David Lilien's Fortis Investments Experience March 1988 - September 1995
Job Producer Manager at LTCI Partners
Industry Financial Services
Experience
LTCI Partners May 2012 - Present
LTCI Partners March 2012 - May 2012
USAA Financial 2006 - February 2012
USAA 2007 - 2012
Jackson National 2002 - 2004
Putnam Investments 1995 - 2002
Fortis Investments March 1988 - September 1995
Colonial Investors 1984 - 1988
Skills
Product Development, Fixed Annuities, Series 6, Life Insurance, Marketing Strategy, Series 63, Strategic Planning, Product Management, Business Planning, Insurance, Asset Allocation, Series 7, Financial Services, Strategic Financial..., Customer Retention, Training, Series 24, Retirement, Series 65, Retirement Planning, Marketing, Mutual Funds, Sales, Financial Planners
Education
Boston University - School of Management 1974 — 1978
Bachelor of Science, Business Administration
LTCI Partners May 2012 - Present
LTCI Partners March 2012 - May 2012
USAA Financial 2006 - February 2012
USAA 2007 - 2012
Jackson National 2002 - 2004
Putnam Investments 1995 - 2002
Fortis Investments March 1988 - September 1995
Colonial Investors 1984 - 1988
Skills
Product Development, Fixed Annuities, Series 6, Life Insurance, Marketing Strategy, Series 63, Strategic Planning, Product Management, Business Planning, Insurance, Asset Allocation, Series 7, Financial Services, Strategic Financial..., Customer Retention, Training, Series 24, Retirement, Series 65, Retirement Planning, Marketing, Mutual Funds, Sales, Financial Planners
Education
Boston University - School of Management 1974 — 1978
Bachelor of Science, Business Administration
John Palphreyman's Fortis Investments Experience 2004 - 2006
Job Senior Vice President at Logan Circle Partners, a division of Fortress Investment Group
Industry Investment Management
Experience
Logan Circle Partners August 2009 - Present
LibertyView Capital Management July 2006 - August 2009
Fortis Investments 2004 - 2006
TIAA-CREF 2000 - 2004
Skills
Trading, Asset Management, Portfolio Management, ABS, MBS, Structured Finance, Fixed Income, CDO, Alternative Investments, Bonds, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Economics
Villanova University School of Law 1989 — 1991
JD
Cornell University 1985 — 1989
BA, History
Logan Circle Partners August 2009 - Present
LibertyView Capital Management July 2006 - August 2009
Fortis Investments 2004 - 2006
TIAA-CREF 2000 - 2004
Skills
Trading, Asset Management, Portfolio Management, ABS, MBS, Structured Finance, Fixed Income, CDO, Alternative Investments, Bonds, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Economics
Villanova University School of Law 1989 — 1991
JD
Cornell University 1985 — 1989
BA, History
Monica Dallio's Fortis Investments Experience September 2005 - July 2009
Job HR Manager at William Blair & Company
Industry Banking
Experience
William Blair & Company September 2014 - Present
Federal Reserve Bank of Chicago August 2009 - September 2014
Fortis Investments September 2005 - July 2009
ABN AMRO Asset Management 2005 - 2009
Skills
Performance Management, Talent Management, Employee Engagement, Deferred Compensation, Personnel Management, Training, Salary, Benchmarking, Human Resources, Succession Planning, Onboarding, HRIS, Employee Benefits, Workforce Planning, Recruiting, Talent Acquisition, Employee Relations
Education
The Chicago School of Professional Psychology 2004 — 2006
Master of Arts in Industrial Organizational Psychology
University of St. Francis 2001 — 2004
Bachelor of Arts, Psychology
William Blair & Company September 2014 - Present
Federal Reserve Bank of Chicago August 2009 - September 2014
Fortis Investments September 2005 - July 2009
ABN AMRO Asset Management 2005 - 2009
Skills
Performance Management, Talent Management, Employee Engagement, Deferred Compensation, Personnel Management, Training, Salary, Benchmarking, Human Resources, Succession Planning, Onboarding, HRIS, Employee Benefits, Workforce Planning, Recruiting, Talent Acquisition, Employee Relations
Education
The Chicago School of Professional Psychology 2004 — 2006
Master of Arts in Industrial Organizational Psychology
University of St. Francis 2001 — 2004
Bachelor of Arts, Psychology
Bobby Watts's Fortis Investments Experience March 1990 - January 1997
Job BANKING PROFESSIONAL
Industry Banking
Experience
HSBC June 2004 - May 2008
Wachovia, A Wells Fargo Company January 1997 - June 2004
Fortis Investments March 1990 - January 1997
Education
James Madison University
BBA, Management
HSBC June 2004 - May 2008
Wachovia, A Wells Fargo Company January 1997 - June 2004
Fortis Investments March 1990 - January 1997
Education
James Madison University
BBA, Management
Denis Mangan's Fortis Investments Experience 2005 - 2008
Job Senior Treasury Advisor ADIA
Industry Financial Services
Experience
Abu Dhabi Investment Authority February 2009 - Present
Fortis Investments 2005 - 2008
Citigroup Asset Management 2001 - 2005
Smith Barney Global Capital Management 1994 - 2001
Education
Columbia University in the City of New York 1978 — 1981
PhD, economics
Trinity College Dublin 1972 — 1976
BA, mathematics
Abu Dhabi Investment Authority February 2009 - Present
Fortis Investments 2005 - 2008
Citigroup Asset Management 2001 - 2005
Smith Barney Global Capital Management 1994 - 2001
Education
Columbia University in the City of New York 1978 — 1981
PhD, economics
Trinity College Dublin 1972 — 1976
BA, mathematics
Bruce Walbridge's Fortis Investments Experience May 2006 - January 2010
Job Vice President at Smitty's Pub
Industry Investment Management
Experience
Smitty's Pub, Burlington, VT August 2014 - Present
Town of Stow Finance Committee June 2010 - Present
NewDay Real Estate 2010 - Present
Fischer Francis Trees & Watts, Inc January 2010 - June 2015
Fortis Investments May 2006 - January 2010
AVLL 2003 - 2007
State Street Global Advisors March 1987 - May 2006
Skills
Portfolio Management, Investments, Trading, Credit Analysis, Finance, Bonds, Asset Allocation, High Yield, Fixed Income, Asset Management, Management, Asset Managment, Credit
Education
Boston University Questrom School of Business 1990 — 1993
MBA, Finance
Boston University - School of Management 1984 — 1987
BS, Business Administration - Finance
Champlain College 1982 — 1983
Associates, Business Administration
Smitty's Pub, Burlington, VT August 2014 - Present
Town of Stow Finance Committee June 2010 - Present
NewDay Real Estate 2010 - Present
Fischer Francis Trees & Watts, Inc January 2010 - June 2015
Fortis Investments May 2006 - January 2010
AVLL 2003 - 2007
State Street Global Advisors March 1987 - May 2006
Skills
Portfolio Management, Investments, Trading, Credit Analysis, Finance, Bonds, Asset Allocation, High Yield, Fixed Income, Asset Management, Management, Asset Managment, Credit
Education
Boston University Questrom School of Business 1990 — 1993
MBA, Finance
Boston University - School of Management 1984 — 1987
BS, Business Administration - Finance
Champlain College 1982 — 1983
Associates, Business Administration
Cristi DeCotis's Fortis Investments Experience June 2007 - February 2010
Job Senior Credit Analyst at Gannett Welsh & Kotler
Industry Financial Services
Experience
Gannett Welsh & Kotler March 2010 - Present
Fortis Investments June 2007 - February 2010
Royal Bank of Scotland 2001 - 2007
Skills
Investments, Credit, Bonds, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Equities, Financial Modeling, Investment Management, Hedge Funds, Asset Allocation, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Mutual Funds, Credit Analysis, Investment Strategies, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2011
MBA
Brown University 1996 — 2000
AB, Economics & Organizational Behavior Management
Gannett Welsh & Kotler March 2010 - Present
Fortis Investments June 2007 - February 2010
Royal Bank of Scotland 2001 - 2007
Skills
Investments, Credit, Bonds, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Equities, Financial Modeling, Investment Management, Hedge Funds, Asset Allocation, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Mutual Funds, Credit Analysis, Investment Strategies, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2011
MBA
Brown University 1996 — 2000
AB, Economics & Organizational Behavior Management
Elli Kavros's Fortis Investments Experience 1996 - 1997
Job Director of Operations, Passport Capital
Industry Financial Services
Experience
Passport Capital April 2015 - Present
Morgan Stanley January 2000 - January 2015
Barclays Global Investors April 1998 - December 1999
Fortis Investments 1996 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Securities, Investments, Start-up Consulting, Project Management, Operations Management, Operational Due..., Back Office, Separately Managed..., Derivatives, Equity Derivatives, Fixed Income, Middle Office, Swaps, Trading Systems, Financial Services, Settlement, Global Custody, Collateral Management, Institutional...
Education
The University of Chicago 1996 — 1997
Masters
University of California, Davis 1991 — 1996
Bachelors, Economics, Finance
Passport Capital April 2015 - Present
Morgan Stanley January 2000 - January 2015
Barclays Global Investors April 1998 - December 1999
Fortis Investments 1996 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Securities, Investments, Start-up Consulting, Project Management, Operations Management, Operational Due..., Back Office, Separately Managed..., Derivatives, Equity Derivatives, Fixed Income, Middle Office, Swaps, Trading Systems, Financial Services, Settlement, Global Custody, Collateral Management, Institutional...
Education
The University of Chicago 1996 — 1997
Masters
University of California, Davis 1991 — 1996
Bachelors, Economics, Finance
Laura Pope CFP's Fortis Investments Experience September 1997 - December 1998
Job Financial Services
Industry Financial Services
Experience
TRM 2009 - Present
Investment Centers of America October 2003 - March 2009
Fortis Investments September 1997 - December 1998
Murray Hotel May 1993 - August 1993
Skills
Retirement
Education
University of Michigan 1992 — 1996
Mercy High School 1988 — 1992
TRM 2009 - Present
Investment Centers of America October 2003 - March 2009
Fortis Investments September 1997 - December 1998
Murray Hotel May 1993 - August 1993
Skills
Retirement
Education
University of Michigan 1992 — 1996
Mercy High School 1988 — 1992
Patrick Fontana's Fortis Investments Experience November 2004 - May 2007
Job Associate Portfolio Manager at Deer Park Road Corp
Industry Financial Services
Experience
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Bill Finley's Fortis Investments Experience 2008 - 2010
Job CIO Stable Value at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services April 2010 - Present
Fortis Investments 2008 - 2010
ABN AMRO 1985 - 2008
Education
Northwestern University 1976 — 1978
MBA
University of Nebraska-Lincoln 1972 — 1976
Business
Morley Financial Services April 2010 - Present
Fortis Investments 2008 - 2010
ABN AMRO 1985 - 2008
Education
Northwestern University 1976 — 1978
MBA
University of Nebraska-Lincoln 1972 — 1976
Business
Maryam Muessel's Fortis Investments Experience 2008 - 2009
Job CIO Global Credit, BNP Paribas Asset Management
Industry Financial Services
Experience
BNP Paribas April 2009 - 2011
Fortis Investments 2008 - 2009
Fortis Investments 2004 - 2008
American Capital Access 2001 - 2004
GenRe Securities 2000 - 2001
Prudential Securities 1998 - 2000
SVP, Head of Alternative Investments MBIA 1997 - 1998
CapMAC 1988 - 1997
Mellon Bank 1985 - 1988
Skills
Fixed Income, Credit Derivatives, Investments, Derivatives, Alternative Investments, Portfolio Management, Trading, Banking, Asset Management, Credit, Structured Finance, Capital Markets, Mutual Funds, Risk Management, Investment Management, Structured Products, Hedge Funds, CDO, High Yield, Private Equity, ABS, Bloomberg
Education
Georgetown University
Graduate Program Economics
University of Southern California
BA, Economics
BNP Paribas April 2009 - 2011
Fortis Investments 2008 - 2009
Fortis Investments 2004 - 2008
American Capital Access 2001 - 2004
GenRe Securities 2000 - 2001
Prudential Securities 1998 - 2000
SVP, Head of Alternative Investments MBIA 1997 - 1998
CapMAC 1988 - 1997
Mellon Bank 1985 - 1988
Skills
Fixed Income, Credit Derivatives, Investments, Derivatives, Alternative Investments, Portfolio Management, Trading, Banking, Asset Management, Credit, Structured Finance, Capital Markets, Mutual Funds, Risk Management, Investment Management, Structured Products, Hedge Funds, CDO, High Yield, Private Equity, ABS, Bloomberg
Education
Georgetown University
Graduate Program Economics
University of Southern California
BA, Economics
Justin Heinecke's Fortis Investments Experience 2005 - 2009
Job Petroleum Supply and Trading
Industry Oil & Energy
Experience
QuikTrip January 2013 - Present
Twin Eagle Resource Management April 2012 - March 2013
BP May 2009 - September 2011
Fortis Investments 2005 - 2009
Detroit Edison Energy Trading June 2003 - July 2005
Wiliams 1996 - 2003
Skills
Commodity, Portfolio Management, Financial Risk, Natural Gas, Trading Strategies, Financial Modeling, Risk Management, Options, Commodity Markets, Leadership, Negotiation, Fundamental Analysis, Trading, Valuation, Traders, Energy Markets, Derivatives, Energy, Financial Analysis, Forecasting, Power Trading, Market Analysis, Hedging
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
MBA, General Business
University of Tulsa 1992 — 1996
BSBA, Finance and Accounting
QuikTrip January 2013 - Present
Twin Eagle Resource Management April 2012 - March 2013
BP May 2009 - September 2011
Fortis Investments 2005 - 2009
Detroit Edison Energy Trading June 2003 - July 2005
Wiliams 1996 - 2003
Skills
Commodity, Portfolio Management, Financial Risk, Natural Gas, Trading Strategies, Financial Modeling, Risk Management, Options, Commodity Markets, Leadership, Negotiation, Fundamental Analysis, Trading, Valuation, Traders, Energy Markets, Derivatives, Energy, Financial Analysis, Forecasting, Power Trading, Market Analysis, Hedging
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
MBA, General Business
University of Tulsa 1992 — 1996
BSBA, Finance and Accounting
Bill Anderson, CFA's Fortis Investments Experience April 2009 - July 2010
Job Fixed Income Portfolio Management, Strategy, Analysis, and Communication
Industry Investment Management
Experience
Investment Grade Fixed Income October 2013 - Present
BNP Paribas Investment Partners July 2010 - October 2013
Fortis Investments April 2009 - July 2010
ABN AMRO Asset Management June 2004 - April 2009
Aon Corporation - Aon Advisors 2001 - 2003
Aon Corporation - Aon Capital Markets 1998 - 2001
AAM Companies / Asset Allocation and Management Co. 1996 - 1998
Sears, Roebuck and Co. 1990 - 1995
Duff & Phelps Investment Research 1986 - 1990
Skills
Fixed Income, Portfolio Management, Money Market, Cash Management, Banking, Asset Managment, Equities, Financial Services, Bonds, Investment Management, Financial Markets, Insurance, Mutual Funds, Bloomberg, Money Market Funds, Asset Allocation, Banks, Credit Risk, Economics, Financial Analysis, Monetary Policy, Investment Research, Investments, Personal Financial..., Relationship Management, Risk Management, Client Relations Skills, Trading, Investment Strategies, Asset Management, Finance
Education
CFA Institute
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management
Executive Program, Leading High Impact Teams
Northwestern University - Kellogg School of Management
MBA, Triple Major: Finance, Accounting, Management Policy & Strategy
Dartmouth College
BA, Double Major: Economics, German Language and Literature
Lakeside School
Investment Grade Fixed Income October 2013 - Present
BNP Paribas Investment Partners July 2010 - October 2013
Fortis Investments April 2009 - July 2010
ABN AMRO Asset Management June 2004 - April 2009
Aon Corporation - Aon Advisors 2001 - 2003
Aon Corporation - Aon Capital Markets 1998 - 2001
AAM Companies / Asset Allocation and Management Co. 1996 - 1998
Sears, Roebuck and Co. 1990 - 1995
Duff & Phelps Investment Research 1986 - 1990
Skills
Fixed Income, Portfolio Management, Money Market, Cash Management, Banking, Asset Managment, Equities, Financial Services, Bonds, Investment Management, Financial Markets, Insurance, Mutual Funds, Bloomberg, Money Market Funds, Asset Allocation, Banks, Credit Risk, Economics, Financial Analysis, Monetary Policy, Investment Research, Investments, Personal Financial..., Relationship Management, Risk Management, Client Relations Skills, Trading, Investment Strategies, Asset Management, Finance
Education
CFA Institute
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management
Executive Program, Leading High Impact Teams
Northwestern University - Kellogg School of Management
MBA, Triple Major: Finance, Accounting, Management Policy & Strategy
Dartmouth College
BA, Double Major: Economics, German Language and Literature
Lakeside School
Nancy Leslie's Fortis Investments Experience May 2000 - June 2011
Job OwnerGeneral Manager, FETCH! Pet Care of Orland Park to Frankfort
Industry Consumer Services
Experience
Fortis Investments May 2000 - June 2011
ABN Amro Asset Management 2000 - June 2011
Hartfield Trading/The Hightower Report 1994 - 2000
PepsiCo - Quaker Oats 1992 - 1994
Skills
Asset Managment, Fixed Income, Investments, Equities, Bonds, Portfolio Management, Asset Allocation, Investment Management, Trading, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Investment Strategies, Management, Asset Management
Education
Moraine Valley Community College 2012 — 2012
Business
Fox College Inc 1985 — 1986
University of St. Francis
Fortis Investments May 2000 - June 2011
ABN Amro Asset Management 2000 - June 2011
Hartfield Trading/The Hightower Report 1994 - 2000
PepsiCo - Quaker Oats 1992 - 1994
Skills
Asset Managment, Fixed Income, Investments, Equities, Bonds, Portfolio Management, Asset Allocation, Investment Management, Trading, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Investment Strategies, Management, Asset Management
Education
Moraine Valley Community College 2012 — 2012
Business
Fox College Inc 1985 — 1986
University of St. Francis
Erik Loualiche's Fortis Investments Experience April 2007 - July 2007
Job Étudiant à Northwestern University
Industry Research
Experience
MIT Sloan School of Management July 2013 - Present
Fortis Investments April 2007 - July 2007
Education
Northwestern University 2007 — 2013
PhD, Économie
Ecole Polytechnique 2004 — 2007
Ingénieur
MIT Sloan School of Management July 2013 - Present
Fortis Investments April 2007 - July 2007
Education
Northwestern University 2007 — 2013
PhD, Économie
Ecole Polytechnique 2004 — 2007
Ingénieur
James Dana's Fortis Investments Experience 2005 - 2009
Job cyclist
Industry Sports
Experience
Fortis Investments 2005 - 2009
Residential Funding Corp 2002 - 2005
Prudential Securities 1995 - 2001
Smith Barney 1990 - 1995
Drexel Burnham Lambert 1985 - 1990
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Finance
Middlebury College
BA, American History
Fortis Investments 2005 - 2009
Residential Funding Corp 2002 - 2005
Prudential Securities 1995 - 2001
Smith Barney 1990 - 1995
Drexel Burnham Lambert 1985 - 1990
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Finance
Middlebury College
BA, American History
Gregory Casey's Fortis Investments Experience July 2003 - September 2004
Job Managing Director,Head of Taft Hartley Relationships at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Manulife Asset Management May 2012 - Present
Declaration Management & Research May 2006 - March 2012
Dow Jones January 2005 - July 2006
Fortis Investments July 2003 - September 2004
CSandJ Consulting Inc. January 1995 - May 2002
Skills
Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Bonds, Credit, Fund Of Funds, Asset Management, Investments, Equities, Asset Allocation, Structured Products, Securities, Investment Advisory, Equity Research, Investor Relations, Investment Strategies, Endowments, Portfolio Management, Capital Markets, Asset Managment, Bloomberg, Institutional..., ETFs, Derivatives, Series 7, Series 63, Valuation, Options, Due Diligence, Pension Funds, Private Equity, Structured Finance, Emerging Markets, Equity Derivatives, Equity Capital Markets, Proprietary Trading, Pensions, Financial Services, Series 24, Financial Markets, Hedging, Wealth Management, Wealth Management..., Securitization, Funding, FINRA, Private Placements, Certifications
Education
Boston College
Bachelor's Degree
Suffolk University - Sawyer School of Management
Master's Degree, Public Administration
Nicholas Stancu's Fortis Investments Experience 2008 - 2008
Job Associate at Behrman Capital
Industry Financial Services
Experience
Behrman Capital 2013 - Present
Guggenheim Partners 2010 - 2013
C.W. Downer & Co. 2009 - 2010
Fortis Investments 2008 - 2008
Education
Northwestern University 2005 — 2009
BA, Mathematics, Economics, Financial Economics
Behrman Capital 2013 - Present
Guggenheim Partners 2010 - 2013
C.W. Downer & Co. 2009 - 2010
Fortis Investments 2008 - 2008
Education
Northwestern University 2005 — 2009
BA, Mathematics, Economics, Financial Economics
Lei Ge's Fortis Investments Experience 2005 - 2007
Job Senior Analyst at BNP Paribas Asset Managment
Industry Investment Management
Experience
BNP Paribas Asset Management/Fortis Investment 2007 - Present
Fortis Investments 2005 - 2007
Skills
Emerging Markets, Equities, Financial Modeling
Education
Brandeis International Business School
Zhejiang University
BNP Paribas Asset Management/Fortis Investment 2007 - Present
Fortis Investments 2005 - 2007
Skills
Emerging Markets, Equities, Financial Modeling
Education
Brandeis International Business School
Zhejiang University
Frank Milea's Fortis Investments Experience April 2002 - December 2003
Job Financial Services Professional
Industry Financial Services
Experience
RBC Capital Markets June 2008 - September 2009
Deutsche Bank April 2006 - December 2007
Fiserv Securities April 2004 - December 2005
Fortis Investments April 2002 - December 2003
Banca Imi Securities January 2000 - December 2001
HSBC Securities Inc January 1995 - January 2000
Education
City University of New York-Brooklyn College
RBC Capital Markets June 2008 - September 2009
Deutsche Bank April 2006 - December 2007
Fiserv Securities April 2004 - December 2005
Fortis Investments April 2002 - December 2003
Banca Imi Securities January 2000 - December 2001
HSBC Securities Inc January 1995 - January 2000
Education
City University of New York-Brooklyn College
Jeff St. Mary, CFA's Fortis Investments Experience 2002 - 2006
Job Managing Director at Seaward Management
Industry Financial Services
Experience
Seaward Management November 2007 - Present
Lehman Brothers 2006 - 2007
Fortis Investments 2002 - 2006
Harbor Capital Management, Inc. 1994 - 2002
Skills
Asset Managment, Hedge Funds, Equities
Education
University at Albany, SUNY 1987 — 1991
B.S., Business Administration
Seaward Management November 2007 - Present
Lehman Brothers 2006 - 2007
Fortis Investments 2002 - 2006
Harbor Capital Management, Inc. 1994 - 2002
Skills
Asset Managment, Hedge Funds, Equities
Education
University at Albany, SUNY 1987 — 1991
B.S., Business Administration
Randy Sienkiewicz's Fortis Investments Experience 1992 - 1996
Job COO One Resource Group, CEO Epic Financial Corporation
Industry Financial Services
Experience
Epic Financial Corporation January 2000 - Present
One Resource Group January 2000 - Present
Ameriprise Financial Services, Inc. 2006 - 2008
First Variable Life January 1998 - January 2001
National Brokerage Associates, Inc. January 2000 - January 2000
BISYS Insurance Services January 2000 - January 2000
National Life Group January 2000 - January 2000
ING 1996 - 1998
Fortis Investments 1992 - 1996
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Pilot,..., Microsoft Excel, Life Insurance, Microsoft Word, Strategic Planning, Process Improvement, Strategic Financial..., Management, Fixed Annuities, Marketing Strategy, Leadership, Sales, Insurance, Marketing, Budgets, Start-ups, Mergers & Acquisitions, Sales Operations, Finance, Entrepreneurship, Executive Management
Education
Pacific University
BS, Business Management
Epic Financial Corporation January 2000 - Present
One Resource Group January 2000 - Present
Ameriprise Financial Services, Inc. 2006 - 2008
First Variable Life January 1998 - January 2001
National Brokerage Associates, Inc. January 2000 - January 2000
BISYS Insurance Services January 2000 - January 2000
National Life Group January 2000 - January 2000
ING 1996 - 1998
Fortis Investments 1992 - 1996
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Pilot,..., Microsoft Excel, Life Insurance, Microsoft Word, Strategic Planning, Process Improvement, Strategic Financial..., Management, Fixed Annuities, Marketing Strategy, Leadership, Sales, Insurance, Marketing, Budgets, Start-ups, Mergers & Acquisitions, Sales Operations, Finance, Entrepreneurship, Executive Management
Education
Pacific University
BS, Business Management
Darren Koch, CFP®'s Fortis Investments Experience January 1994 - December 1994
Job at Steigerwald, Gordon & Koch Inc.
Industry Financial Services
Experience
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Gino Ibanez's Fortis Investments Experience January 2009 - June 2009
Job Liability Claims Adjuster
Industry Legal Services
Experience
GEICO May 2015 - Present
The Law Office of Michael L. Moore July 2013 - March 2015
Martinez Manglardi September 2012 - May 2013
Hudson Group April 2010 - September 2012
Fortis Investments January 2009 - June 2009
Rollins College August 2005 - May 2008
Skills
Management, Marketing, Legal Assistance, Commercial Litigation, Research, Legal Research, Microsoft Excel, Legal Writing, PowerPoint, Customer Service
Education
Valencia College 2009 — 2012
Associate's Degree, Paralegal
Rollins College 2004 — 2008
A.B., International Business
GEICO May 2015 - Present
The Law Office of Michael L. Moore July 2013 - March 2015
Martinez Manglardi September 2012 - May 2013
Hudson Group April 2010 - September 2012
Fortis Investments January 2009 - June 2009
Rollins College August 2005 - May 2008
Skills
Management, Marketing, Legal Assistance, Commercial Litigation, Research, Legal Research, Microsoft Excel, Legal Writing, PowerPoint, Customer Service
Education
Valencia College 2009 — 2012
Associate's Degree, Paralegal
Rollins College 2004 — 2008
A.B., International Business
Peter Fasone, CFA's Fortis Investments Experience April 2008 - January 2010
Job Portfolio Manager Vice President at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors L.P. December 2011 - Present
BNP Paribas February 2010 - June 2011
Fortis Investments April 2008 - January 2010
ABN AMRO December 2001 - March 2008
Stein Roe & Farnham November 1999 - November 2001
Illinois State Board of Investment November 1996 - October 1999
Skills
Credit, Asset Management, Bloomberg, Portfolio Management, Asset Allocation, Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Analysis, Bonds, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Arizona State University
BS
Certified Public Accountant
CPA
Chartered Financial Analyst
CFA
First Trust Advisors L.P. December 2011 - Present
BNP Paribas February 2010 - June 2011
Fortis Investments April 2008 - January 2010
ABN AMRO December 2001 - March 2008
Stein Roe & Farnham November 1999 - November 2001
Illinois State Board of Investment November 1996 - October 1999
Skills
Credit, Asset Management, Bloomberg, Portfolio Management, Asset Allocation, Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Analysis, Bonds, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Arizona State University
BS
Certified Public Accountant
CPA
Chartered Financial Analyst
CFA
daniel dubin's Fortis Investments Experience 1994 - 1999
Job Managing Member, Nistar Capital
Industry Investment Management
Experience
George Weiss Associates March 2007 - 2013
Fortis Investments 1994 - 1999
Skills
Asset Management, Hedge Funds, Fund Managers, Alternative Investments, Financial Modeling, Valuation, Equities
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
George Weiss Associates March 2007 - 2013
Fortis Investments 1994 - 1999
Skills
Asset Management, Hedge Funds, Fund Managers, Alternative Investments, Financial Modeling, Valuation, Equities
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
T. P. Johnson Tom's Fortis Investments Experience August 1992 - January 2007
Job Director of Sales: Insurance; Funeral Service., Mktg Mgmt.
Industry Insurance
Experience
IHLIC September 2009 - Present
Assurant Solutions April 2007 - June 2009
Fortis Investments August 1992 - January 2007
Skills
Customer Service, Team Building, Strategic Planning, Marketing, Sales Management, Event Planning, New Business Development, Public Speaking, Leadership, Budgets
Education
The University of Akron 1979 — 1984
B. S. B. A., Marketing - Sales Management
Akron St. Vincent - St. Mary, Home of the "Fighting Irish" 1975 — 1978
IHLIC September 2009 - Present
Assurant Solutions April 2007 - June 2009
Fortis Investments August 1992 - January 2007
Skills
Customer Service, Team Building, Strategic Planning, Marketing, Sales Management, Event Planning, New Business Development, Public Speaking, Leadership, Budgets
Education
The University of Akron 1979 — 1984
B. S. B. A., Marketing - Sales Management
Akron St. Vincent - St. Mary, Home of the "Fighting Irish" 1975 — 1978
John Jack Carroll's Fortis Investments Experience 2008 - 2010
Job Network Administrator
Industry Information Technology and Services
Experience
BNP Paribas Investment Partners 2010 - 2011
Fortis Investments 2008 - 2010
ABN AMRO Asset Management - US 2003 - 2008
Alleghany Asset Management 1997 - 2001
Skills
Disaster Recovery
Education
Northern Illinois University
BNP Paribas Investment Partners 2010 - 2011
Fortis Investments 2008 - 2010
ABN AMRO Asset Management - US 2003 - 2008
Alleghany Asset Management 1997 - 2001
Skills
Disaster Recovery
Education
Northern Illinois University
Beyza Kutlu's Fortis Investments Experience May 2008 - August 2009
Job New Account Principal
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley Wealth Management August 2012 - Present
Barry University March 2011 - June 2011
Barry University 2009 - 2011
Fortis Investments May 2008 - August 2009
World Trade Center Miami January 2009 - April 2009
Skills
Research, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Sales, Finance, Outlook, Analysis, Strategic Planning, Management, Budgets, Time Management, Market Research, Risk Management, Marketing
Education
Barry University 2009 — 2011
Master of Business Administration (MBA), Finance
Barry University 2006 — 2009
Bachelor of Science (B.S.), International Business
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley Wealth Management August 2012 - Present
Barry University March 2011 - June 2011
Barry University 2009 - 2011
Fortis Investments May 2008 - August 2009
World Trade Center Miami January 2009 - April 2009
Skills
Research, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Sales, Finance, Outlook, Analysis, Strategic Planning, Management, Budgets, Time Management, Market Research, Risk Management, Marketing
Education
Barry University 2009 — 2011
Master of Business Administration (MBA), Finance
Barry University 2006 — 2009
Bachelor of Science (B.S.), International Business
Chris Covert's Fortis Investments Experience June 1994 - 1995
Job Building Inspector, City of LaSalle
Industry Restaurants
Experience
City of LaSalle July 2013 - Present
Self 2013 - Present
PJIV August 1999 - Present
Fortis Investments June 1994 - 1995
Skills
Customer Service, Marketing, Social Media Marketing
Education
Illinois Wesleyan University 1989 — 1993
Bachelor of Science (BS), Political Science and Government
City of LaSalle July 2013 - Present
Self 2013 - Present
PJIV August 1999 - Present
Fortis Investments June 1994 - 1995
Skills
Customer Service, Marketing, Social Media Marketing
Education
Illinois Wesleyan University 1989 — 1993
Bachelor of Science (BS), Political Science and Government
Jerry Labat's Fortis Investments Experience September 2000 - March 2001
Job Principal Enterprise Architecture at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines August 2009 - Present
Northwest Airlines September 2001 - August 2009
The Hartford March 2001 - September 2001
Fortis Investments September 2000 - March 2001
Northwest Airlines June 1985 - September 2000
Skills
Java, Web Applications, Application Architecture, SDLC, IT Strategy, Web Services, Requirements Gathering, Requirements Analysis, Data Warehousing, Agile Methodologies, Websphere
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Computer Science, Math Minor
Delta Air Lines August 2009 - Present
Northwest Airlines September 2001 - August 2009
The Hartford March 2001 - September 2001
Fortis Investments September 2000 - March 2001
Northwest Airlines June 1985 - September 2000
Skills
Java, Web Applications, Application Architecture, SDLC, IT Strategy, Web Services, Requirements Gathering, Requirements Analysis, Data Warehousing, Agile Methodologies, Websphere
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Computer Science, Math Minor