Gartmore Global Investments
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Gartmore Global Investments Employees
Berkshire Hathaway HomeServices Fox & Roach, Realtors July 2014 - Present
C.A. McCann & Sons Inc, Realtors January 2011 - June 2014
Boenning & Scattergood, Inc May 2008 - December 2010
Gartmore Global Investments April 2000 - September 2007
JANNEY MONTGOMERY June 1995 - April 2000
OLDE DISCOUNT CORPORATION December 1994 - June 1996
Coopers & Lybrand March 1990 - December 1994
Skills
Real Estate Development, Real Estate Investment..., Real Estate Transactions, Real Estate Investor, Real Estate Negotiating, Creative Real Estate..., Equities, Hedge Funds, Bloomberg, Trading, Finance, Investment Properties, Portfolio Management, Investments, Asset Management
Education
Rider University 1986 — 1989
Bachelor of Science, Finance
Haddonfield Memorial High School 1980 — 1984
eSped.com July 2015 - Present
Pearson ELT November 2013 - July 2015
eInstruction by Turning Technologies July 2012 - December 2013
eInstruction by Turning Technologies February 2011 - July 2012
Penns Valley Publishers November 2003 - July 2012
Peoples Education November 2008 - June 2012
Rand McNally November 2003 - June 2012
William H. Sadlier, Inc. November 2003 - June 2012
Gartmore Global Investments September 1999 - October 2003
Cahners Publishing September 1996 - September 1999
Skills
Editorial, Project Management, Corporate Branding, Educational Technology, Sales Presentations, E-Learning, Publishing, Marketing, Salesforce.com, Staff Development, Marketing Strategy, Email Marketing, Advertising, Copy Editing, Strategic Planning, Academic Publishing, Content Development, Content Management, Copywriting, Customer Service, Graphic Design, Magazines, Manage Client..., Marketing Communications, Publications, Sales, Selling, Social Media, Social Media Marketing, Social Networking, Textbooks
Education
University of Delaware 1987 — 1993
B.A., English
La Salle College High School
Jackson Square Partners January 2015 - Present
Matthews International Capital Management December 2012 - January 2015
Delaware Investments a member of Macquarie Group July 2006 - November 2012
Gartmore Global Investments November 2000 - July 2006
Delaware Investments 1996 - 2000
Delaware Investments 1994 - 1996
Skills
Series 7, Customer Relations, Mutual Funds, Product Development, Investments, Customer Service, Asset Management, Business Development, Series 63, Equities, Asset Allocation, Series 6, Relationship Management, Superior Client Service, Financial Services, Fund Administration, Alternative Investments, Investment Management, Fixed Income, Hedge Funds
Education
Drexel University - LeBow College of Business 1994 — 1997
MBA, Finance and Marketing
Gettysburg College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Integre Asset Management December 2012 - Present
Operations Management & Strategy Consulting April 2011 - November 2012
Guggenheim Partners January 2008 - March 2011
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management April 1996 - May 2003
Sorema International Holdings N.V. April 1993 - April 1996
Nina Ricci January 1992 - April 1993
Skills
Asset Management, Strategic Financial..., Vendor Management, Financial Analysis, Due Diligence, Forecasting, Investment Operations, Process Improvement, Project Management, Contract Negotiation, Compliance, Process Engineering, Project Implementation, Systems Conversion, Manage Client..., Acquisition Analysis, Acquisition Integration, Product Development, Budgeting, Financial Reporting, Expense Management, IT Management, Team Leadership, Compensation Structures, Training & Development, Disaster Recovery, Market Analysis
Education
Institut d'Etudes Politiques de Paris / Sciences Po Paris 1989 — 1991
Graduate School, Economics and Finance
Université Panthéon Sorbonne (Paris I) 1985 — 1989
Master's degree, Business Law and Tax Legislation
Rampart Insurance Company July 2013 - Present
Guggenheim Partners March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management November 1995 - May 2003
General Reinsurance November 1989 - November 1995
Smith Barney, Harris & Upham October 1984 - November 1989
Skills
Wealth Management, Fixed Income, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Bonds, Financial Services, ETFs, Asset Management, Trading, Investment Banking
Education
Duke University - Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA, Economics
Aberdeen Asset Management December 2010 - Present
Aberdeen Asset Management July 2006 - December 2010
Gartmore Global Investments July 2005 - July 2006
Gartmore Global Investments August 2002 - July 2005
Skills
Event Management, Event Planning, Project Management, Marketing, Sales, Strategy, Business Development, Corporate Events, Sponsorship, Brand Development, Hospitality, Financial Services, Corporate Communications
Education
Lafayette College 1998 — 2002
Bachelors, Government and Law
Lafayette College
Government and Law
QVC March 2014 - Present
QVC May 2007 - March 2014
CoActiv Capital May 2005 - May 2007
Gartmore Global Investments 2001 - 2005
Asher & Company, Ltd. 1996 - 2001
Lyons & Company CPA's 1994 - 1996
Education
Temple University - Fox School of Business and Management 2003 — 2008
MBA, Finance
Saint Joseph's University 1991 — 1994
B.S., Accounting
Saint Joseph's University - Erivan K. Haub School of Business 1991 — 1994
BS, Accounting
Victory Capital Management April 2014 - Present
Janus Capital Group November 2001 - January 2014
Gartmore Global Investments 1999 - 2001
The Vanguard Group 1989 - 1999
Education
University of Colorado 2010 — 2012
Master of Business Administration (MBA)
Penn State University 1979 — 1983
BA
Pennsylvania Economy League, Inc. June 2009 - Present
Colonial Soccer Club (Plymouth Soccer) August 2006 - Present
Pepper Hamilton LLP October 2002 - Present
St Philip Neri Finance Committee 2002 - Present
Gartmore Global Investments 1999 - 2002
Stradley Ronon 1984 - 1999
Education
New York University School of Law 1984 — 1988
LL.M., Taxation
Cornell Law School 1981 — 1984
Doctor of Law (JD)
La Salle University 1977 — 1981
BA, Economics
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
Eaton Vance November 2004 - Present
Gartmore Global Investments June 2001 - October 2004
BlackRock Inc September 1998 - May 2001
Skills
Portfolio Management, Hedge Funds, Valuation, Mutual Funds, Investment Management, Economics, Alternative Investments, Bloomberg, Equities, Asset Managment, Fixed Income, Investments, Equity Research, Capital Markets, Asset Allocation, Financial Modeling, Investment Strategies, Trading, Derivatives, Due Diligence, Asset Management, Strategy, Leadership, Financial Analysis, Analysis
Education
Oberlin College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Hartford Mutual Funds January 2013 - Present
Comcast Cable October 2010 - January 2013
CRM Manager March 2009 - October 2010
NPower Pennsylvania January 2008 - March 2009
Interbay Funding, LLC 2007 - 2007
Gartmore Global Investments 2005 - 2007
AlliedBarton Security Services January 2003 - October 2005
Skills
Certified..., Certified..., Salesforce.com, SQL, Salesforce.com..., RDBMS, CRM, Certified..., PL/SQL, Data Architecture, Project Management, Data Migration
Education
Chestnut Hill College 1998 — 2002
BS, Computer Science
BlackRock August 2006 - Present
Northrop Grumman January 2005 - August 2006
Towers Perrin April 2004 - January 2005
RMH Teleservices, INC August 2003 - April 2004
Gartmore Global Investments June 2002 - August 2003
PriceWaterhouseCoopers June 1999 - June 2002
Delaware Valley Financial Services December 1997 - June 1999
Skills
Active Directory, SCCM, Windows Server, Cisco, Hardware, Exchange 2010, Exchange 2007, Systems Management, Cisco Technologies, Microsoft Exchange, Servers, DNS, Virtualization, System Administration, Blackberry Enterprise..., Microsoft Technologies, Windows, Powershell, VBScript, Disaster Recovery, VMware, VMware ESX, IT Management, HP, Server Architecture, VMware Infrastructure, IT Operations, IT Service Management, project management, Citrix, Project Management, Operating Systems, Microsoft SQL Server, Data Center, Troubleshooting, Technical Support, Infrastructure, ITIL, Security, Cluster, Routers, Networking, Storage, Software Installation, WAN, LAN-WAN, Switches, Perl, Databases, Enterprise Software
Education
Widener University 1999 — 2005
BS, Information Systems
Delaware County Community College 1995 — 1999
Assosiates, Business Administration
Interboro 1991 — 1995
AlphaOne Capital Partners LLC May 2011 - Present
Nationwide Funds Group December 2006 - December 2007
GARTMORE GLOBAL INVESTMENTS 2002 - 2006
Skills
Event Planning, Investments, Marketing, Microsoft Excel, Customer Service, Leadership, Microsoft Office
Education
Elizabethtown College 1990 — 1994
Bachelor of Arts (B.A.), Business/Corporate Communications
SEI April 2012 - April 2014
Nationwide May 2007 - March 2012
GARTMORE GLOBAL INVESTMENTS 2004 - 2007
Delaware Investments 1996 - 2004
Education
Colby College 1986 — 1990
RAIT Financial Trust April 2007 - Present
Gartmore Global Investments June 2004 - April 2007
Skills
Valuation
Education
Villanova University 2005 — 2008
MBA, Finance
Muhlenberg College 2000 — 2004
BA, Business Finance and Communication
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
VF Corporation 2007 - Present
VF Corporation 2007 - April 2012
Denny's 2004 - 2006
Gartmore Global Investments 2002 - 2004
Nationwide Insurance 2002 - 2004
ING Advisors Network 2001 - 2002
Aetna Life & Casualty 1993 - 2001
Aetna Life & Casualty July 1993 - February 1998
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman Brothers 1986 - 1990
Education
University of Pennsylvania 1980 — 1984
BS, Economics
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Marketing & Organizational Management
BlackRock April 2011 - Present
Courant Institute of Mathematics, NYU December 2010 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments 2000 - 2007
Pitcairn 1997 - 2000
Skills
Bloomberg, Quantitative Finance, Equities, Portfolio Management, Hedge Funds, Trading, Fixed Income, Derivatives, Asset Management, Alternative Investments
Education
New York University
MS, Mathematics of Finance
Lincoln Financial Group April 2011 - Present
Montgomery, McCracken, Walker & Rhoads, LLP December 2007 - March 2011
Merrill Lynch November 2006 - December 2007
Gartmore Global Investments May 2003 - November 2006
New York Life Investment Management March 2001 - July 2002
PNC Financial Services Group December 1992 - March 2001
Education
University of Pennsylvania Law School 1986 — 1988
JD, Law
University of Pennsylvania 1981 — 1985
BA, magna cum laude, Political Science, English
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
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
The Worth Group May 2014 - Present
Bramshill Investments, LLC. November 2013 - May 2014
T.S. Capital LLC. August 2011 - October 2013
Calamos Investments September 2004 - May 2011
Gartmore Global Investments September 2000 - September 2004
Prudential Securities September 1995 - September 2000
Smith Barney June 1987 - March 1995
Skills
Investments, Mutual Funds, Fixed Income, Equities, Financial Services, Trading, Financial Advisory, Business Development, Management, Marketing, Sales, Series 7, Alternative Investments, Structured Products, Series 63, Asset Allocation, Separately Managed..., ETFs, Wealth Management
Education
Marist College 1982 — 1986
BS-Finance, Finance & Marketing
Member Solutions January 2013 - Present
Member Solutions June 2012 - January 2013
Member Solutions April 2011 - June 2012
General Air Products January 2007 - June 2010
Gartmore Global Investments January 2001 - January 2007
ServiceMaster, Plymouth Meeting January 1999 - January 2001
Qed Sales Inc., Spring House January 1992 - January 1999
Skills
Disaster Recovery, Access, Active Directory, Servers, Desktop Support, Phone Support, SQL Server, Team Building, Hardware, Printers, Technical Support, Project Management, Laptops, Networking
Education
Community College of Philadelphia 1985 — 1986
43 Credit Hrs., Law, Computer Technology
Roxborough High School 1980 — 1983
High School, General Studies, GED
Global Capital Management Inc. October 2005 - Present
Gartmore Global Investments October 2000 - February 2005
Morgan Stanley 1996 - 2000
Skills
Equities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Mutual Funds, Asset Managment, Risk Management, Investments, Financial Services, Asset Allocation, Investment Management, Derivatives, Bloomberg
Education
Drexel University - College of Business and Administration 1997 — 2000
Master of Business Administration (MBA), Finance, 3.6
Drexel University - College of Business and Administration 1987 — 1991
Bachelor of Science (BS), Finance and Economics
Pyramis Global Advisors September 2011 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments August 2004 - October 2007
Galaxy Scientific June 2000 - August 2004
Education
Villanova University
MBA, Finance
University of Rhode Island
BS, Business Administration; Management Science and Information Systems
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics