GT Global Mutual Funds
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GT Global Mutual Funds Employees
Invesco Ltd. 2001 - 2003
GT Global Mutual Funds 1992 - 1998
Skills
Mutual Funds, Asset Managment, Strategic Financial..., Asset Allocation, Alternative Investments, Defined Benefit, Asset Management, 401k, Series 7, Portfolio Management, Hedge Funds, Series 63, Equities, Investments
Education
Clemson University 1969 — 1976
Business Management, Chemical Engineering, Business
PNC October 2011 - April 2015
The Sandidge Group January 2009 - October 2011
Sunamerica Mutual Funds April 2006 - January 2009
Safeco January 2003 - January 2006
INVESCO March 1999 - May 2002
AIM March 1997 - March 1999
GT Global Mutual Funds 1992 - 1997
Skills
Retirement Planning, Mutual Funds, Investment Management, Wealth Management, Sales Management, Alternative Investments, Series 7, Strategic Financial..., Financial Advisory, Hedge Funds, Relationship Management, Series 63, Fixed Annuities, Retirement, Financial Services, Securities, Investment Strategies, Investment Advisory, 401k, Asset Allocation
Education
University of Denver - Daniels College of Business 1981 — 1985
MBA, Business
University of Denver - Sturm College of Law 1981 — 1985
JD, Law
Western Kentucky University
BA, Honors in History
Scotiabank February 2015 - Present
Richardson GMP November 2013 - February 2015
Macquarie Group December 2009 - October 2013
Blackmont Capital April 2004 - December 2009
Rockwater Capital Corporation April 2004 - December 2009
Synergy Mutual Funds December 1997 - September 2003
GT Global Mutual Funds 1994 - 1997
Skills
Marketing Strategy, Strategic Planning, Brand Stewardship, Brand Development, Marketing Communications, Internal Communications, Event Management, Event Marketing, Sponsorship Management, Sponsorship Strategy, Creative Direction, Creative Concept..., Creative Briefs, Event Planning, Marketing, Corporate Communications, Product Development, Leadership, Alternative Investments, Financial Services, Sponsorship, Corporate Branding, Social Media Marketing, Online Marketing, Digital Marketing, Integrated Marketing
Education
Humber College
PR Post Graduate Certificate, Communications
The University of Western Ontario
Bachelor of Arts, Western Arts and Literature
Los Angeles Dodgers February 2008 - February 2015
Boston Red Sox February 2004 - February 2008
Fidelity Investments April 2000 - April 2007
PFPC Global Fund Services, Inc. 1998 - 2000
AIM Funds 1997 - 1998
GT Global Mutual Funds 1995 - 1997
Nordstrom 1992 - 1995
The Adler Group 1992 - 1993
Skills
Community Outreach, Nonprofits, Project Management, Sports Marketing, Customer Service, Event Planning, Writing, Relationship Building, Team Management, Sponsorship, Event Management, Social Media, Social Media Marketing, Leadership
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
Devin Swisher Design September 2010 - Present
Mountain Hardwear August 1998 - July 2010
GT Global Mutual Funds 1995 - 1998
CAE-Link Simulation and Training January 1992 - August 1994
U.S. Coast Guard October 1981 - October 1985
Skills
Art Direction, Creative Direction, Graphic Design, Brand Development, Logo Design, Photoshop, Digital Photography, Graphics, Product Development, Apparel, Image Manipulation, Marketing, Illustrator, Trade Shows, Outerwear, Integrated Marketing, Sportswear, Catalogs, Adobe Creative Suite, Management, Responsive Web Design
Education
California State University, Fresno 1986 — 1991
Graphic Design / Industrial Design
Cabrillo College 1980 — 1981
n/a, Art
Conifer Financial Services April 2014 - Present
Teachscape November 2012 - May 2013
Conifer Financial Services February 2011 - 2012
Thomas Weisel Partners 2007 - 2011
Eurohypo AG August 2002 - December 2007
Cambridge Management Consulting June 1997 - December 2001
Advance Polymer Systems 1997 - 1997
GT Global Mutual Funds 1996 - 1997
Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Onboarding, HRIS, Organizational..., Leadership, Talent Management, Talent Acquisition, Performance Management, Mergers, Succession Planning, Deferred Compensation, Change Management, Organizational Design, Personnel Management, Employee Engagement, Mergers & Acquisitions, Benefits Administration, Project Management, College Recruiting, New Hire Orientations, Due Diligence, Executive Reporting, Report Writing
Education
UC Davis 1987 — 1991
Bachelor of Science (B.S.), Design
JLC Consultants, Inc. April 2013 - February 2014
DM STONE August 2009 - December 2011
DM STONE February 2008 - May 2009
Mason McDuffie Mortgage June 2005 - December 2007
RBC Mortgage January 2003 - June 2005
Charles Schwab September 1998 - December 2002
GT Global Mutual Funds January 1997 - August 1998
Skills
Risk Management, Project Management, Mutual Funds, Real Estate, Brokerage, Loans, Financial Services, Vendor Management, Data Mapping, Business Process..., Team Leadership, System Conversion, Loan Origination, Cross-functional Team...
Education
Columbia Southern University
Business Management
Endeavour Investment Partners, LLC July 2006 - Present
Century Capital Management September 1999 - July 2006
Fidelity Investments August 1998 - August 1999
Wilshire Associates 1997 - 1998
GT Global Mutual Funds 1993 - 1997
Skills
Mutual Funds, Alternative Investments, Institutional Sales, Marketing Management, Mutual Fund Marketing, Digital Photography, Mutual Fund Distribution, Business Development, Relationship Management, National Accounts, Sales Management, Consultative Selling..., Strategy, Private Equity, Financial Services, Financial Advisory, Investments, Asset Management
Education
Fairfield University 1981 — 1985
BA
KEPR April 2008 - Present
Shout Communications, Inc. September 2001 - April 2008
Sharper Image January 1998 - September 2001
GT Global Mutual Funds 1993 - 1998
Skills
Media Relations, Spokesperson, Product Spokesperson, Crisis Management, Crisis Communications, Consumer Products, Marketing Communications, Press Relations, Strategic Public..., Media Skills Training, Social Media, Public Relations, B2B, Interviews, Program Management, Event Management, Retail, Marketing Strategy, Social Media Marketing, Marketing, Strategic Planning, Online Advertising, Management, Strategy, Press Releases, Leadership
Education
University of California, Davis 1988 — 1992
BA, English
Sentinel Asset Management August 2012 - Present
Legend Capital Management LLC November 2006 - July 2012
Seacliff Capital, LLC January 2010 - December 2011
Artisan Partners 2002 - 2006
Gulliver Investments LLC January 1998 - August 2002
LGT Asset Management June 1993 - December 1997
GT Global Mutual Funds 1993 - 1997
International Monetary Fund December 1987 - August 1990
Skills
Equities, Hedge Funds, Asset Management, Valuation, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Financial Services, Equity Research
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Cornell University 1983 — 1987
Bachelor of Arts, Economics
University of Oxford 1985 — 1986
Visiting Student, PPE
Fidelity Investments 2006 - Present
GT Global Mutual Funds 1991 - 1997
Education
University of California, Los Angeles 1985 — 1989
Miramonte HS 1981 — 1985
Independent Consultant April 2014 - Present
Micros-Retail April 2011 - April 2014
Datavantage/Micros-Retail August 2006 - April 2011
Barrington Area Library 2001 - 2006
Sports Evolution Publishing 1999 - 2001
Research Libraries Group June 1998 - June 1999
SF Networking Consultants 1997 - 1998
GT Global Mutual Funds 1994 - 1997
Surface Transportation Policy Project (STPP) 1992 - 1993
Rails-To-Trails Conservancy 1991 - 1992
Skills
Microsoft SQL Server, SQL, Windows, Operating Systems, Troubleshooting, Visio, Unix, Linux, VMware, Business Analysis, POS, Oracle, XP, XML, Project Management, Databases, Testing, Active Directory, Scripting, Customer Relations..., Researcher, Writing, Documentations, Technical Writing, Integration, Windows XP, TCP/IP, System Administration
Education
San Diego State University-California State University 1985 — 1991
M.A., Political Science/Chinese Studies
University of Dayton 1979 — 1983
B.A., Political Science
Jackson National June 1998 - Present
GT Global Mutual Funds October 1994 - June 1998
Franklin Templeton Investments January 1992 - October 1994
Education
Niagara University 1980 — 1984
Bachelor of Science (BS), Marketing
Foster City Chamber of Commerce September 2012 - Present
Great Dane Modern February 2010 - September 2012
Act-1 Personnel Services January 2007 - February 2008
NOVON Consulting May 1999 - June 2006
GT Global Mutual Funds February 1992 - September 1998
Skills
Project Management, Data Mapping, Financial Services, Vendor Management, Business Analysis, Change Management, SDLC, Process Improvement, Business Process..., Risk Management, PMO, Program Management, Mutual Funds, Securities, Requirements Analysis, Series 7, Software Project..., Cross-functional Team..., Nonprofits, Analysis
Education
San Francisco State University 1988 — 1991
BA, Consumer Arts and Sciences
Joann Fabric and Craft January 2012 - Present
Joann's Fabric and Crafts April 2011 - March 2012
2011 Aaron Brothers September 2007 - January 2011
2006-2007 Old Navy November 2006 - September 2007
2004-2006 Expo Design Center April 2004 - November 2006
2004 Expo Design Center April 2002 - April 2004
Expo Design Center January 2000 - January 2002
Jacuzzi Whirlpool Bath January 1998 - January 2000
GT Global Mutual Funds January 1996 - January 1998
Skills
Training, Retail, Human Resources, Sales, Leadership, Management, Project Management, Store Management, Customer Service, Time Management, Logistics, Selling, Inventory Management, Merchandising, Customer Satisfaction, Inventory Control, Forecasting, Loss Prevention, Profit, Team Building, Customer Retention, Process Scheduler
Education
Diablo Valley College 1979 — 1981
Associate of Arts, Business
Del Valle High School 1975 — 1979