Gartmore Company
Industry: Investment management company
DescriptionGartmore Group Limited was a British-based investment management business. It was listed on the London Stock Exchange. Founded: 1969 Headquarters: London, United Kingdom, United Kingdom Type of business: Publicly listed company
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Gartmore Employees
Employee
Years
Job
Industry
Bill Holsten Bill Holsten's Gartmore Experience January 2001 - August 2004
Job Managing Partner at RedPoint Capital, LLC
Industry Investment Management
Experience
RedPoint Capital, LLC September 2013 - Present
The Mt. Vernon Group October 2009 - September 2013
FrontPoint Partners December 2006 - August 2009
Partner Fund Management (PFM) August 2004 - November 2006
Gartmore January 2001 - August 2004
Villanova Capital November 1999 - December 2000
Skills
Hedge Funds, Investments, Equities, Private Equity, Mergers, Fund Of Funds, Asset Managment, Alternative Investments, Asset Allocation, Asset Management, Capital, Capital Markets, Capital Raising, Due Diligence, Emerging Markets, Equity Research, Financial Advisory, Financial Modeling, Fixed Income, Investment Management, Investment Strategies, Management, Mergers, Mutual Funds, Portfolio Management, Valuation, Venture Capital
Education
Widener University School of Law 1996 — 1999
JD
Tulane University 1991 — 1995
BA, Political Economy
Malvern Prep
RedPoint Capital, LLC September 2013 - Present
The Mt. Vernon Group October 2009 - September 2013
FrontPoint Partners December 2006 - August 2009
Partner Fund Management (PFM) August 2004 - November 2006
Gartmore January 2001 - August 2004
Villanova Capital November 1999 - December 2000
Skills
Hedge Funds, Investments, Equities, Private Equity, Mergers, Fund Of Funds, Asset Managment, Alternative Investments, Asset Allocation, Asset Management, Capital, Capital Markets, Capital Raising, Due Diligence, Emerging Markets, Equity Research, Financial Advisory, Financial Modeling, Fixed Income, Investment Management, Investment Strategies, Management, Mergers, Mutual Funds, Portfolio Management, Valuation, Venture Capital
Education
Widener University School of Law 1996 — 1999
JD
Tulane University 1991 — 1995
BA, Political Economy
Malvern Prep
Caroline Robertson, CFA Caroline Robertson, CFA's Gartmore Experience August 2002 - February 2006
Job Sr. Financial Analyst US Retail Finance at Starbucks
Industry Retail
Experience
Starbucks March 2013 - Present
Fannie Mae August 2008 - May 2012
Fannie Mae February 2006 - August 2008
Gartmore August 2002 - February 2006
Education
Bucknell University 1998 — 2002
Starbucks March 2013 - Present
Fannie Mae August 2008 - May 2012
Fannie Mae February 2006 - August 2008
Gartmore August 2002 - February 2006
Education
Bucknell University 1998 — 2002
Peggy Flynn, CFA Peggy Flynn, CFA's Gartmore Experience August 2000 - May 2005
Job Investment Services Consultant at Curcio Webb, LLC
Industry Investment Management
Experience
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Len Bondarchuk Len Bondarchuk's Gartmore Experience April 2004 - September 2007
Job VP Finance / Administration
Industry Investment Management
Experience
BlackRock September 2007 - June 2013
Gartmore April 2004 - September 2007
Goldman Sachs September 2002 - April 2004
Vanguard February 2000 - September 2002
Vanguard January 1999 - February 2000
Skills
CDO, Capital Markets, ABS, Mutual Funds, Hedge Funds, Alternative Investments, CMBS, Fund Administration, Equities, Asset Management, Derivatives, Fixed Income, Securities, Bloomberg, Bonds, AUM, Controllers
Education
Penn State University
Bachelor of Science (B.S.), Accounting
BlackRock September 2007 - June 2013
Gartmore April 2004 - September 2007
Goldman Sachs September 2002 - April 2004
Vanguard February 2000 - September 2002
Vanguard January 1999 - February 2000
Skills
CDO, Capital Markets, ABS, Mutual Funds, Hedge Funds, Alternative Investments, CMBS, Fund Administration, Equities, Asset Management, Derivatives, Fixed Income, Securities, Bloomberg, Bonds, AUM, Controllers
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Derek Sakamoto Derek Sakamoto's Gartmore Experience January 2010 - February 2010
Job Software Engineer/Technology Strategist
Industry Internet
Experience
Accenture May 2011 - March 2015
Middlebury College June 2010 - August 2010
Gartmore January 2010 - February 2010
LGS Innovations June 2009 - August 2009
Skills
JavaScript, Github, Node.js, Backbone.js, React, Python, PostgreSQL, Algorithms, Data Structures, Strategy, Economics, Java, Business Strategy, Cloud Computing, Management Consulting, MongoDB, Valuation, Financial Analysis, IT Cost Optimization, PowerPoint, Microsoft Excel, Git, IT Strategy, Excel, Supply Chain..., Investments, Data Analysis, Analysis, Research, Business Analysis, Market Research, Financial Modeling, Healthcare Information..., IT Sourcing, AngularJS, LaTeX, Theoretical Computer..., Computational Complexity, Ruby on Rails, MySQL, Flux, HTML5, CSS, Computer Vision, Django
Education
Hack Reactor 2015 — 2015
Middlebury College 2006 — 2010
Bachelor’s Degree, Computer Science and Economics
Accenture May 2011 - March 2015
Middlebury College June 2010 - August 2010
Gartmore January 2010 - February 2010
LGS Innovations June 2009 - August 2009
Skills
JavaScript, Github, Node.js, Backbone.js, React, Python, PostgreSQL, Algorithms, Data Structures, Strategy, Economics, Java, Business Strategy, Cloud Computing, Management Consulting, MongoDB, Valuation, Financial Analysis, IT Cost Optimization, PowerPoint, Microsoft Excel, Git, IT Strategy, Excel, Supply Chain..., Investments, Data Analysis, Analysis, Research, Business Analysis, Market Research, Financial Modeling, Healthcare Information..., IT Sourcing, AngularJS, LaTeX, Theoretical Computer..., Computational Complexity, Ruby on Rails, MySQL, Flux, HTML5, CSS, Computer Vision, Django
Education
Hack Reactor 2015 — 2015
Middlebury College 2006 — 2010
Bachelor’s Degree, Computer Science and Economics
Michael Leese, MBA Michael Leese, MBA's Gartmore Experience 2004 - 2006
Job Senior Solution Consultant at Host Analytics, Inc.
Industry Computer Software
Experience
Host Analytics, Inc. July 2012 - Present
IBM 2010 - September 2012
TIMET 2006 - 2009
Gartmore 2004 - 2006
Thames Water / American Water 2002 - 2004
Airgas 1996 - 2001
Tyco Toys 1994 - 1996
Westmoreland Coal Company 1988 - 1993
Skills
Forecasting, Hyperion Enterprise, Financial Reporting, Financial Analysis, SaaS, Management, SAP, Analysis, Accounting, Essbase, Budgets, Professional Services, Enterprise Software, Business Intelligence, Leadership, Finance, Strategic Planning, Business Analysis, Strategy
Education
Saint Joseph's University 1995 — 1999
MBA, Finance
Temple University 1986 — 1988
BS, Accounting
Central High School 1980 — 1984
Host Analytics, Inc. July 2012 - Present
IBM 2010 - September 2012
TIMET 2006 - 2009
Gartmore 2004 - 2006
Thames Water / American Water 2002 - 2004
Airgas 1996 - 2001
Tyco Toys 1994 - 1996
Westmoreland Coal Company 1988 - 1993
Skills
Forecasting, Hyperion Enterprise, Financial Reporting, Financial Analysis, SaaS, Management, SAP, Analysis, Accounting, Essbase, Budgets, Professional Services, Enterprise Software, Business Intelligence, Leadership, Finance, Strategic Planning, Business Analysis, Strategy
Education
Saint Joseph's University 1995 — 1999
MBA, Finance
Temple University 1986 — 1988
BS, Accounting
Central High School 1980 — 1984
Jonathan Good Jonathan Good's Gartmore Experience July 2005 - July 2006
Job Sr. Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Christopher Bole Christopher Bole's Gartmore Experience 2001 - 2005
Job AVP, Content Development Manager at Delaware Investments
Industry Investment Management
Experience
Delaware Investments December 2008 - Present
Gartmore 2001 - 2005
Citi 1999 - 2001
Education
Fordham University 1994 — 1998
Bachelor of Science (BS), Psychology
St. Joseph's Prep 1990 — 1994
Delaware Investments December 2008 - Present
Gartmore 2001 - 2005
Citi 1999 - 2001
Education
Fordham University 1994 — 1998
Bachelor of Science (BS), Psychology
St. Joseph's Prep 1990 — 1994
Jill Cuniff Jill Cuniff's Gartmore Experience 2001 - 2007
Job President at Edge Asset Management
Industry Investment Management
Experience
Edge Asset Management PresidentMorley Financial ServicesSeptember 1988 - August 2009
Gartmore 2001 - 2007
Education
Montana State University-Bozeman 1982 — 1987
B.S., Finance
Edge Asset Management PresidentMorley Financial ServicesSeptember 1988 - August 2009
Gartmore 2001 - 2007
Education
Montana State University-Bozeman 1982 — 1987
B.S., Finance
Dan Lundeen, CIMA ®, AIF ® Dan Lundeen, CIMA ®, AIF ®'s Gartmore Experience December 2002 - May 2005
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
Caroline Meyer Caroline Meyer's Gartmore Experience June 2010 - August 2010
Job MBA Candidate at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
BTS January 2015 - May 2015
BTS USA, Inc. January 2013 - January 2015
BTS August 2011 - January 2013
BTS June 2011 - August 2011
Gartmore June 2010 - August 2010
Cross Cultural Solutions January 2009 - February 2009
Skills
Analytics, Marketing, Marketing Strategy, Market Research, Competitive Analysis, Cross-functional Team..., Collaboration, Strategy, Program Management, Marketing Communications, Entrepreneurship, Social Media, French
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Concentration in Finance and Strategy
New York University 2012 — 2012
Elective Coursework, Fundamentals of Corporate Finance
Middlebury College 2007 — 2011
Bachelor's Degree, International Politics and Economics
The American School in London 2005 — 2007
High School
BTS January 2015 - May 2015
BTS USA, Inc. January 2013 - January 2015
BTS August 2011 - January 2013
BTS June 2011 - August 2011
Gartmore June 2010 - August 2010
Cross Cultural Solutions January 2009 - February 2009
Skills
Analytics, Marketing, Marketing Strategy, Market Research, Competitive Analysis, Cross-functional Team..., Collaboration, Strategy, Program Management, Marketing Communications, Entrepreneurship, Social Media, French
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Concentration in Finance and Strategy
New York University 2012 — 2012
Elective Coursework, Fundamentals of Corporate Finance
Middlebury College 2007 — 2011
Bachelor's Degree, International Politics and Economics
The American School in London 2005 — 2007
High School
Joe Kamenar Joe Kamenar's Gartmore Experience June 1999 - December 2005
Job Senior Consultant at Ernst & Young
Industry Internet
Experience
Ernst & Young April 2013 - Present
Semphonic March 2012 - April 2013
Ally Financial Inc. April 2010 - April 2012
Edgewater Technology June 2009 - April 2010
Harte-Hanks June 2007 - June 2009
Gartmore June 1999 - December 2005
Skills
SiteCatalyst, Business Intelligence, Web Analytics, Analytics, SEM, SEO, Online Marketing, Google Analytics, WebTrends, E-commerce, Email Marketing, Social Media Marketing, PPC, Lead Generation, Digital Strategy, Landing Page..., Omniture, Online Advertising, WebTrends Analytics, Direct Marketing, Strategy, User Experience, CRM, Competitive Analysis
Education
Drexel University - LeBow College of Business 1985 — 1988
MBA, Marketing and FInance
Penn State University 1978 — 1983
BSEE, Electrical Engineering
Becahi 1975 — 1978
Ernst & Young April 2013 - Present
Semphonic March 2012 - April 2013
Ally Financial Inc. April 2010 - April 2012
Edgewater Technology June 2009 - April 2010
Harte-Hanks June 2007 - June 2009
Gartmore June 1999 - December 2005
Skills
SiteCatalyst, Business Intelligence, Web Analytics, Analytics, SEM, SEO, Online Marketing, Google Analytics, WebTrends, E-commerce, Email Marketing, Social Media Marketing, PPC, Lead Generation, Digital Strategy, Landing Page..., Omniture, Online Advertising, WebTrends Analytics, Direct Marketing, Strategy, User Experience, CRM, Competitive Analysis
Education
Drexel University - LeBow College of Business 1985 — 1988
MBA, Marketing and FInance
Penn State University 1978 — 1983
BSEE, Electrical Engineering
Becahi 1975 — 1978
Dina Tantra Dina Tantra's Gartmore Experience April 2000 - September 2002
Job Chief Executive Officer and Board Member, Advisers Investment Trust
Industry Executive Office
Experience
Advisers Investment Trust September 2012 - Present
Beacon Hill Fund Services, Inc. February 2008 - Present
Women's Fund of Central Ohio June 2013 - Present
Ohio Wildlife Center January 2010 - Present
Nationwide Insurance August 1997 - February 2008
Nationwide Financial August 1997 - February 2008
Nationwide August 1997 - February 2008
Nationwide Mutual Insurance Company 1997 - 2008
Gartmore April 2000 - September 2002
American Century Investments September 1995 - July 1997
Education
The Ohio State University 1991 — 1994
Juris Doctor
The Ohio State University Moritz College of Law 1991 — 1994
Juris Doctor
Pomona College 1987 — 1991
Bachelor of Arts
College Year in Athens 1989 — 1989
University of Chicago Laboratory School 1983 — 1987
High School
Advisers Investment Trust September 2012 - Present
Beacon Hill Fund Services, Inc. February 2008 - Present
Women's Fund of Central Ohio June 2013 - Present
Ohio Wildlife Center January 2010 - Present
Nationwide Insurance August 1997 - February 2008
Nationwide Financial August 1997 - February 2008
Nationwide August 1997 - February 2008
Nationwide Mutual Insurance Company 1997 - 2008
Gartmore April 2000 - September 2002
American Century Investments September 1995 - July 1997
Education
The Ohio State University 1991 — 1994
Juris Doctor
The Ohio State University Moritz College of Law 1991 — 1994
Juris Doctor
Pomona College 1987 — 1991
Bachelor of Arts
College Year in Athens 1989 — 1989
University of Chicago Laboratory School 1983 — 1987
High School
Cameron Crise Cameron Crise's Gartmore Experience December 2003 - July 2004
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
Michael J. Manzo, CFA Michael J. Manzo, CFA's Gartmore Experience September 2005 - October 2007
Job Strategy & Corporate Development
Industry Wine and Spirits
Experience
The Winebow Group May 2012 - Present
Fordham University January 2012 - Present
Longbow Capital Partners, L.P. February 2012 - May 2012
Aberdeen Asset Management October 2007 - July 2011
Gartmore September 2005 - October 2007
J.P. Morgan July 2000 - August 2005
Skills
Financial Analysis, Business Strategy, Management, Investment Strategies, Marketing, Financial Services, Social Media, Capital Markets, Asset Management, Portfolio Management
Education
Fordham University 1996 — 2000
Bachelor’s Degree, Business Administration - Finance, Cum Laude
The Winebow Group May 2012 - Present
Fordham University January 2012 - Present
Longbow Capital Partners, L.P. February 2012 - May 2012
Aberdeen Asset Management October 2007 - July 2011
Gartmore September 2005 - October 2007
J.P. Morgan July 2000 - August 2005
Skills
Financial Analysis, Business Strategy, Management, Investment Strategies, Marketing, Financial Services, Social Media, Capital Markets, Asset Management, Portfolio Management
Education
Fordham University 1996 — 2000
Bachelor’s Degree, Business Administration - Finance, Cum Laude
Naftali Abayev's Gartmore Experience August 2004 - March 2005
Job BNP Paribas
Industry Financial Services
Experience
MetLife March 2014 - December 2014
Bank of Tokyo-Mitsubishi UFJ April 2011 - March 2014
The Blackstone Group March 2008 - December 2009
Deutsche Bank AG New York March 2007 - April 2008
Travelport March 2006 - April 2007
Barclays Capital March 2005 - December 2005
Gartmore August 2004 - March 2005
Julius Baer Investment Bank March 2004 - August 2004
Smith Barney Alternative Investments (Citigroup) August 2003 - March 2004
AllianceBernstein March 2001 - July 2003
Skills
SDLC, Business Analysis, Business Requirements, Finance, Banking, Financial Reporting, Financial Analysis, Financial Services, Project Management, Analysis, Corporate Finance, Business Process..., Accounting, Equities, Auditing, Investments
Education
City University of New York-Queens College 1992 — 1996
BA, Accounting & Information Systems
Russian State University
Master of Science, Civil and Industrial Engineering
MetLife March 2014 - December 2014
Bank of Tokyo-Mitsubishi UFJ April 2011 - March 2014
The Blackstone Group March 2008 - December 2009
Deutsche Bank AG New York March 2007 - April 2008
Travelport March 2006 - April 2007
Barclays Capital March 2005 - December 2005
Gartmore August 2004 - March 2005
Julius Baer Investment Bank March 2004 - August 2004
Smith Barney Alternative Investments (Citigroup) August 2003 - March 2004
AllianceBernstein March 2001 - July 2003
Skills
SDLC, Business Analysis, Business Requirements, Finance, Banking, Financial Reporting, Financial Analysis, Financial Services, Project Management, Analysis, Corporate Finance, Business Process..., Accounting, Equities, Auditing, Investments
Education
City University of New York-Queens College 1992 — 1996
BA, Accounting & Information Systems
Russian State University
Master of Science, Civil and Industrial Engineering
Richard Watt Richard Watt's Gartmore Experience March 1992 - April 1995
Job MD at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Sean Smyth's Gartmore Experience 2000 - 2005
Job Quantitative Equity Trader
Industry Investment Management
Experience
NorthPointe Capital July 2007 - Present
Rafferty Asset Management April 2005 - October 2006
Gartmore 2000 - 2005
Morgan Stanley 1998 - 2000
PFPC 1993 - 1998
Skills
Bloomberg, Equities, Asset Management, Options, Eze Castle, Flextrade, Portfolio Management, Trading, Electronic Trading, Hedge Funds, Index Funds, TCA, Order Management
Education
Seton Hall University 1989 — 1993
NorthPointe Capital July 2007 - Present
Rafferty Asset Management April 2005 - October 2006
Gartmore 2000 - 2005
Morgan Stanley 1998 - 2000
PFPC 1993 - 1998
Skills
Bloomberg, Equities, Asset Management, Options, Eze Castle, Flextrade, Portfolio Management, Trading, Electronic Trading, Hedge Funds, Index Funds, TCA, Order Management
Education
Seton Hall University 1989 — 1993
Patrick Udovich's Gartmore Experience August 2004 - April 2007
Job Experienced Human Resource Executive
Industry Human Resources
Experience
Penn Virginia Corporation September 2007 - Present
Gartmore August 2004 - April 2007
DuPont December 2002 - August 2004
Morgan Stanley August 1997 - December 2002
IBM July 1991 - August 1997
Skills
Human Resources, Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Employee Engagement, Performance Management, Organizational Design, Leadership Development, Organizational..., Coaching, Vendor Management
Education
Rutgers University-New Brunswick 1989 — 1991
Masters of Science, Industrial Relations and Human Resources
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Bachelor of Science (B.S.), Environmental and Business Economics
Archmere Academy
Archmere Academy
Archmere Academy
Penn Virginia Corporation September 2007 - Present
Gartmore August 2004 - April 2007
DuPont December 2002 - August 2004
Morgan Stanley August 1997 - December 2002
IBM July 1991 - August 1997
Skills
Human Resources, Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Employee Engagement, Performance Management, Organizational Design, Leadership Development, Organizational..., Coaching, Vendor Management
Education
Rutgers University-New Brunswick 1989 — 1991
Masters of Science, Industrial Relations and Human Resources
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Bachelor of Science (B.S.), Environmental and Business Economics
Archmere Academy
Archmere Academy
Archmere Academy
Jenney Zhang's Gartmore Experience quant associatePutnam Investments2005 - 2007
Job Quant Analyst at Gartmore
Industry Investment Management
Experience
Gartmore quant associatePutnam Investments2005 - 2007
Education
Carnegie Mellon University 2001 — 2005
Gartmore quant associatePutnam Investments2005 - 2007
Education
Carnegie Mellon University 2001 — 2005
Brendan May's Gartmore Experience January 2000 - June 2006
Job Sales at Clark Capital Management Group
Industry Financial Services
Experience
Clark Capital Management Group May 2008 - Present
Nationwide Funds Group June 2006 - May 2008
Gartmore Global Investments January 2000 - June 2006
Gartmore January 2000 - June 2006
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1995
George Mason University 1991 — 1992
Holy Ghost Prep 1987 — 1991
Clark Capital Management Group May 2008 - Present
Nationwide Funds Group June 2006 - May 2008
Gartmore Global Investments January 2000 - June 2006
Gartmore January 2000 - June 2006
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1995
George Mason University 1991 — 1992
Holy Ghost Prep 1987 — 1991
Donald O'Hara's Gartmore Experience October 1999 - June 2004
Job COO & CCO AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
Jason Wang, CFA's Gartmore Experience July 2009 - August 2010
Job Head of Quantitative Research at Columbia Management
Industry Capital Markets
Experience
Columbia Management December 2014 - Present
Columbia Management September 2010 - November 2014
Gartmore July 2009 - August 2010
Stark Investments May 2004 - March 2009
Quantitative Services Group June 2001 - April 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities, Quantitative Finance, Derivatives, Equity Research, Portfolio Optimization, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Trading, Financial Modeling, Options
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance
Wuhan University 1991 — 1995
Bachelor of Arts (BA)
Columbia Management December 2014 - Present
Columbia Management September 2010 - November 2014
Gartmore July 2009 - August 2010
Stark Investments May 2004 - March 2009
Quantitative Services Group June 2001 - April 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities, Quantitative Finance, Derivatives, Equity Research, Portfolio Optimization, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Trading, Financial Modeling, Options
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance
Wuhan University 1991 — 1995
Bachelor of Arts (BA)
Jeff Kerrigan, CFA's Gartmore Experience 2005 - 2008
Job Portfolio Manager, Century Capital Management
Industry Investment Management
Experience
Century Capital Management 2014 - Present
Ten Asset Management / Haber Trilix Advisors 2010 - 2013
Gartmore 2005 - 2008
Fidelity Investments 1999 - 2004
Skills
Quantitative Research, Fundamental Research, Portfolio Management, CFA
Education
Boston University 1989 — 1993
Bachelors, Economics
Boston University
Masters, Economics
Century Capital Management 2014 - Present
Ten Asset Management / Haber Trilix Advisors 2010 - 2013
Gartmore 2005 - 2008
Fidelity Investments 1999 - 2004
Skills
Quantitative Research, Fundamental Research, Portfolio Management, CFA
Education
Boston University 1989 — 1993
Bachelors, Economics
Boston University
Masters, Economics
Raj Tewari's Gartmore Experience October 1999 - October 2000
Job Managing Director Director of Finance
Industry Financial Services
Experience
Glenmede Trust Company October 2000 - Present
Gartmore October 1999 - October 2000
Ernst & Young September 1996 - October 1999
Education
Drexel University 1991 — 1996
Finance
Glenmede Trust Company October 2000 - Present
Gartmore October 1999 - October 2000
Ernst & Young September 1996 - October 1999
Education
Drexel University 1991 — 1996
Finance
Benjamin Richer's Gartmore Experience April 2006 - April 2007
Job Director, Asset Strategies, Portfolio Manager at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial April 2014 - Present
Nationwide Financial March 2009 - April 2014
Nationwide Funds Group April 2007 - March 2009
Gartmore April 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Word, Illustrator, Alternative Investments, Mutual Funds, Investments, Excel, Asset Management, Portfolio Management, Equities, Asset Allocation, Product Development, Data Analysis, Research, Bloomberg, Factset, Morningstar, Vizio, Series 7, Investment Management, Investment Strategies, Quantitative Analytics, Fund Of Funds, Separately Managed...
Education
Penn State University 2002 — 2006
Crime, Law & Justice, Business, Sociology
Nationwide Financial April 2014 - Present
Nationwide Financial March 2009 - April 2014
Nationwide Funds Group April 2007 - March 2009
Gartmore April 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Word, Illustrator, Alternative Investments, Mutual Funds, Investments, Excel, Asset Management, Portfolio Management, Equities, Asset Allocation, Product Development, Data Analysis, Research, Bloomberg, Factset, Morningstar, Vizio, Series 7, Investment Management, Investment Strategies, Quantitative Analytics, Fund Of Funds, Separately Managed...
Education
Penn State University 2002 — 2006
Crime, Law & Justice, Business, Sociology
Pamela Steinik's Gartmore Experience 2002 - 2004
Job Senior Financial Analyst at CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield 2014 - Present
CareFirst BlueCross BlueShield September 2009 - April 2014
Aon Risk Services Companies, Inc. 2005 - September 2009
Gartmore 2002 - 2004
Grant Thornton January 2000 - April 2001
Grant Thornton August 1999 - January 2000
Skills
Financial Analysis, Accounting, Insurance, Microsoft Excel, Finance, Analysis, Microsoft Office, Accounts Payable, Financial Modeling, Financial Risk, Budget, Corporate Finance, Project Management, Private Equity, Risk Management, Business Strategy, SAP, Business Analysis, Cognos, Software Documentation
Education
London Business School 2001 — 2002
MS, Finance
Florida Atlantic University 1998 — 1999
BS, Accounting
University of Florida 1992 — 1996
BS, Advertising
CareFirst BlueCross BlueShield 2014 - Present
CareFirst BlueCross BlueShield September 2009 - April 2014
Aon Risk Services Companies, Inc. 2005 - September 2009
Gartmore 2002 - 2004
Grant Thornton January 2000 - April 2001
Grant Thornton August 1999 - January 2000
Skills
Financial Analysis, Accounting, Insurance, Microsoft Excel, Finance, Analysis, Microsoft Office, Accounts Payable, Financial Modeling, Financial Risk, Budget, Corporate Finance, Project Management, Private Equity, Risk Management, Business Strategy, SAP, Business Analysis, Cognos, Software Documentation
Education
London Business School 2001 — 2002
MS, Finance
Florida Atlantic University 1998 — 1999
BS, Accounting
University of Florida 1992 — 1996
BS, Advertising
Brian Kostka's Gartmore Experience 2001 - 2004
Job Partner / Assistant Portfolio Manager at SFMLP
Industry Investment Management
Experience
Systematic Financial Management 2007 - Present
Bank of New York Mellon 2006 - 2007
UBS Investment Bank 2004 - 2006
Gartmore 2001 - 2004
PwC 1999 - 2000
Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds
Education
Boston College 1995 — 1999
Finance/Economics, Finance, Economics
Boston College
Bachelor's degree, Finance, Economics
Systematic Financial Management 2007 - Present
Bank of New York Mellon 2006 - 2007
UBS Investment Bank 2004 - 2006
Gartmore 2001 - 2004
PwC 1999 - 2000
Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds
Education
Boston College 1995 — 1999
Finance/Economics, Finance, Economics
Boston College
Bachelor's degree, Finance, Economics
Timothy Kraus's Gartmore Experience 2002 - 2006
Job Head Trader at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC March 2009 - Present
Aberdeen Asset Management October 1999 - January 2009
Gartmore 2002 - 2006
UAM Shareholder Services 1998 - 1999
Skills
Equities
Education
University of Notre Dame 1991 — 1995
BA, Psychology
Colerain High School
Colerain High School
AlphaOne Capital Partners LLC March 2009 - Present
Aberdeen Asset Management October 1999 - January 2009
Gartmore 2002 - 2006
UAM Shareholder Services 1998 - 1999
Skills
Equities
Education
University of Notre Dame 1991 — 1995
BA, Psychology
Colerain High School
Colerain High School
Kate (Radlinsky) Schultz's Gartmore Experience 2002 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Kenneth Lee, CFA's Gartmore Experience 2004 - 2006
Job Partner at Malahat Spirits
Industry Wine and Spirits
Experience
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Scott Clark, CFS's Gartmore Experience September 2002 - September 2004
Job Regional Vice President at MVP American Securities
Industry Financial Services
Experience
MVP American Securities October 2014 - Present
Jackson National Asset Management, LLC July 2009 - February 2014
John Hancock April 2004 - July 2009
John Hancock Wood Logan 2004 - 2009
Gartmore September 2002 - September 2004
Conseco August 2000 - September 2002
Skills
Mutual Funds, Investments, Sales, Fixed Annuities, Financial Advisory, Hedge Funds, Series 7, Series 63, Financial Markets, Series 6, Retirement Planning, Time Management, Variable Annuities, Asset Allocation, Wealth Management, Securities, Insurance, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Retirement, IRAs, Investment Strategies, Wholesale, Financial Analysis, Sales Management, Salesforce.com, Fixed Income, Separately Managed..., Equities, Leadership, Marketing, Management, Finance, Investment Management, Investment Advisory, 401k, Competitive Analysis, FINRA, Sales Operations, Strategic Planning, Series 65, Life Insurance, Customer Service, Financial Planning, Relationship Management
Education
Mississippi State University 1996 — 2000
BA and MBA, Management
MVP American Securities October 2014 - Present
Jackson National Asset Management, LLC July 2009 - February 2014
John Hancock April 2004 - July 2009
John Hancock Wood Logan 2004 - 2009
Gartmore September 2002 - September 2004
Conseco August 2000 - September 2002
Skills
Mutual Funds, Investments, Sales, Fixed Annuities, Financial Advisory, Hedge Funds, Series 7, Series 63, Financial Markets, Series 6, Retirement Planning, Time Management, Variable Annuities, Asset Allocation, Wealth Management, Securities, Insurance, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Retirement, IRAs, Investment Strategies, Wholesale, Financial Analysis, Sales Management, Salesforce.com, Fixed Income, Separately Managed..., Equities, Leadership, Marketing, Management, Finance, Investment Management, Investment Advisory, 401k, Competitive Analysis, FINRA, Sales Operations, Strategic Planning, Series 65, Life Insurance, Customer Service, Financial Planning, Relationship Management
Education
Mississippi State University 1996 — 2000
BA and MBA, Management
Rina Asano's Gartmore Experience April 2006 - December 2008
Job Executive Assistant at DeNA West
Industry Information Technology and Services
Experience
DeNA West June 2014 - April 2015
Morgan Stanley July 2010 - December 2013
Shared Research Inc. February 2009 - June 2010
Gartmore April 2006 - December 2008
Education
International Christian University
BA, International Communication
DeNA West June 2014 - April 2015
Morgan Stanley July 2010 - December 2013
Shared Research Inc. February 2009 - June 2010
Gartmore April 2006 - December 2008
Education
International Christian University
BA, International Communication
Nicholas Smithie's Gartmore Experience 1995 - 1997
Job Chief Investment Strategist at Emerging Global Advisors
Industry Investment Management
Experience
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Jason Kotik's Gartmore Experience 2000 - 2007
Job Senior Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management October 2007 - Present
Gartmore 2000 - 2007
Allied Investment Advisors 1998 - 2000
T. Rowe Price 1992 - 1998
Skills
Investment Research, Equity Research
Education
The Johns Hopkins University
Master of Science, Business
University of Delaware 1987 — 1991
BS, Business Administration
Aberdeen Asset Management October 2007 - Present
Gartmore 2000 - 2007
Allied Investment Advisors 1998 - 2000
T. Rowe Price 1992 - 1998
Skills
Investment Research, Equity Research
Education
The Johns Hopkins University
Master of Science, Business
University of Delaware 1987 — 1991
BS, Business Administration
William Gerlach's Gartmore Experience December 2003 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Aberdeen Asset Management September 2007 - November 2008
Gartmore December 2003 - September 2008
Morgan Stanley November 1991 - September 2003
Wharton Econometric Forecasting Associates May 1984 - September 1987
Education
Haverford College 1977 — 1983
BA, Economics
Aberdeen Asset Management September 2007 - November 2008
Gartmore December 2003 - September 2008
Morgan Stanley November 1991 - September 2003
Wharton Econometric Forecasting Associates May 1984 - September 1987
Education
Haverford College 1977 — 1983
BA, Economics
Dave Kratz's Gartmore Experience March 2001 - April 2003
Job RVP at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Deirdre Guice Minor's Gartmore Experience February 1996 - February 1997
Job Managing Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
Jennifer Lynn Fernandez's Gartmore Experience 1999 - 2003
Job Executive Coordinator to ELT Finance Accounting at Endo Pharmaceuticals
Industry Events Services
Experience
Endo Pharmaceuticals November 2014 - Present
Endo Pharmaceuticals June 2014 - Present
Jennifer Lynn Photography LLC September 2009 - Present
UniTek Global Services February 2013 - November 2013
Penn Virginia Corporation December 2012 - February 2013
Thomas J. Paul, Inc. September 2007 - May 2009
LA Weight Loss Franchise Company May 2006 - September 2007
Clair Pruett Photography 1999 - 2006
Gartmore 1999 - 2003
Skills
Executive Level..., Heavy Calendaring, Office Management, CEO Succession, Business Planning, Multi Tasking, Project Coordination, Microsoft Excel, PowerPoint, Business Management, Microsoft Office, Account Management, Outlook Express, Public Speaking, Customer Service, Marketing Copy, Microsoft Word, Windows, Internet Explorer, Windows 2000, Event Photography, Windows XP Pro, Mac OS, Corporate Finance, Adobe Creative Suite, Nik Software, Nikon, Canon Cameras, Spanish, Project Management, Investment Research, Photoshop, Sales Operations, Studio Lighting, Sales, Lightroom, Confidentiality, Collaborative Problem..., Following Through, Transcription, Multi-faceted, Healthcare, Strategic Thinking, Communication Skills, Human Resources, Advertising, Digital Photography, Website Creation, Travel Planning, Brand Development
Education
University of Phoenix 2003 — 2003
Bachelor of Business Administration (B.B.A.) in progress, Marketing/Marketing Management, General
Montgomery County Community College 1997 — 1999
Associate Degree, Photography, Business Management
Endo Pharmaceuticals November 2014 - Present
Endo Pharmaceuticals June 2014 - Present
Jennifer Lynn Photography LLC September 2009 - Present
UniTek Global Services February 2013 - November 2013
Penn Virginia Corporation December 2012 - February 2013
Thomas J. Paul, Inc. September 2007 - May 2009
LA Weight Loss Franchise Company May 2006 - September 2007
Clair Pruett Photography 1999 - 2006
Gartmore 1999 - 2003
Skills
Executive Level..., Heavy Calendaring, Office Management, CEO Succession, Business Planning, Multi Tasking, Project Coordination, Microsoft Excel, PowerPoint, Business Management, Microsoft Office, Account Management, Outlook Express, Public Speaking, Customer Service, Marketing Copy, Microsoft Word, Windows, Internet Explorer, Windows 2000, Event Photography, Windows XP Pro, Mac OS, Corporate Finance, Adobe Creative Suite, Nik Software, Nikon, Canon Cameras, Spanish, Project Management, Investment Research, Photoshop, Sales Operations, Studio Lighting, Sales, Lightroom, Confidentiality, Collaborative Problem..., Following Through, Transcription, Multi-faceted, Healthcare, Strategic Thinking, Communication Skills, Human Resources, Advertising, Digital Photography, Website Creation, Travel Planning, Brand Development
Education
University of Phoenix 2003 — 2003
Bachelor of Business Administration (B.B.A.) in progress, Marketing/Marketing Management, General
Montgomery County Community College 1997 — 1999
Associate Degree, Photography, Business Management
Andrew Ver Planck's Gartmore Experience 2003 - 2005
Job Chief Investment Officer, Lead Portfolio Manager, Global Systematic Equity
Industry Investment Management
Experience
Cornerstone Capital Management January 2006 - Present
Gartmore 2003 - 2005
Putnam Investments 2000 - 2003
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Capital Markets, Valuation, Investment Management, Financial Modeling, Investment Strategies, Mutual Funds, Equity Research, Derivatives, Portfolio Optimization, Fund Of Funds, Securities, Fixed Income, Private Equity, Asset Managment
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Cornerstone Capital Management January 2006 - Present
Gartmore 2003 - 2005
Putnam Investments 2000 - 2003
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Capital Markets, Valuation, Investment Management, Financial Modeling, Investment Strategies, Mutual Funds, Equity Research, Derivatives, Portfolio Optimization, Fund Of Funds, Securities, Fixed Income, Private Equity, Asset Managment
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Chris Paciello's Gartmore Experience July 2003 - July 2007
Job Research Analyst at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management April 2012 - Present
Standish Mellon Asset Management September 2007 - August 2010
Gartmore July 2003 - July 2007
W.R. Huff Asset Management February 1999 - February 2003
Skills
High Yield, Equities, Hedge Funds, Portfolio Management, Investment Banking, Bonds, Emerging Markets, Investments, Trading, Mutual Funds, Fixed Income, Relative Value, Asset Managment
Education
Villanova University 2004 — 2008
MBA, Finance
Babson College 1994 — 1998
BS, Entrepreneurship/Finance
Penn Capital Management April 2012 - Present
Standish Mellon Asset Management September 2007 - August 2010
Gartmore July 2003 - July 2007
W.R. Huff Asset Management February 1999 - February 2003
Skills
High Yield, Equities, Hedge Funds, Portfolio Management, Investment Banking, Bonds, Emerging Markets, Investments, Trading, Mutual Funds, Fixed Income, Relative Value, Asset Managment
Education
Villanova University 2004 — 2008
MBA, Finance
Babson College 1994 — 1998
BS, Entrepreneurship/Finance
Linda Farrell's Gartmore Experience 2006 - 2007
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Aberdeen Asset Management 2007 - 2013
Gartmore 2006 - 2007
Gartmore 2003 - 2006
Gartmore 1999 - 2003
Penn Mutual 1997 - 1999
Skills
Portfolio Management, Marketing Communications, Asset Management, Emerging Markets, Mutual Funds, Asset Allocation
Education
Fairfield University
Bachelor's Degree, Marketing
Aberdeen Asset Management 2007 - 2013
Gartmore 2006 - 2007
Gartmore 2003 - 2006
Gartmore 1999 - 2003
Penn Mutual 1997 - 1999
Skills
Portfolio Management, Marketing Communications, Asset Management, Emerging Markets, Mutual Funds, Asset Allocation
Education
Fairfield University
Bachelor's Degree, Marketing
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group