Harbor Funds
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Harbor Funds Employees
Thrivent Mutual Funds 2007 - Present
Thrivent Series Funds 2007 - Present
Thrivent Securities Lending Trust 2007 - Present
Harbor Funds Distributors 2002 - 2007
Harbor Capital Advisors 2001 - 2007
Harbor Funds Distributors 2001 - 2007
Harbor Funds 2000 - 2007
Harbor Services Group 1992 - 2007
Harbor Funds Distributors 1986 - 2001
Harbor Capital Advisors 1983 - 2001
Education
University of Toledo 1978 — 1981
MBA, Finance & Accounting
Ohio University 1968 — 1972
BFA, Music
UBS Global Asset Management December 2013 - Present
UBS Global Asset Management 2013 - 2014
Harbor Funds August 2012 - March 2013
Harbor Funds April 2012 - July 2012
Trinity Asset Management 2012 - 2012
Skills
Bloomberg, Confluence-Unity, Business Objects, Microsoft Office, Mutual Funds, Derivatives, Portfolio Management
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science, Finance
Harbor Funds August 2014 - Present
Harbor Capital Advisors, Inc. July 2014 - Present
Grosvenor Registered Funds April 2011 - June 2014
Grosvenor Capital Management, L.P. November 2010 - June 2014
Harbor Funds Distributors, Inc. 2007 - November 2010
Harbor Funds 2006 - November 2010
Harbor Funds 2005 - November 2010
Harbor Services Group, Inc. 2005 - November 2010
Harbor Capital Advisors, Inc. October 1996 - November 2010
Skills
Mutual Funds, FINRA, Financial Services, Series 7, Securities, Vendor Management, Series 63, AML, IRAs, SEC filings, Broker-Dealer, Investment Advisory, Securities Regulation, Series 24, Hedge Funds, Funds of Hedge Funds, Closed-end Funds, Fund Of Funds
Education
The University of Findlay 2005 — 2007
MBA, Finance and Organizational Leadership
The University of Findlay 2001 — 2003
BS, Business Management
University of Toledo 1995 — 1996
Associates, Legal Assisting Technology
PowerSchool Group LLC July 2015 - Present
Pearson Education July 2010 - July 2015
J.P. Morgan 2007 - 2009
Harbor Funds 2005 - 2007
Bella Vista High School 2001 - 2005
Skills
Project Management, Editing, Technical Writing, Training, Software Documentation, Content Management, E-Learning, Copy Editing, Instructional Design, Team Leadership
Education
Bowling Green State University
Anthony Wayne High School
Northern Trust Corporation June 2015 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation September 2012 - March 2014
Citadel/ Omnium October 2010 - April 2012
Harbor Funds July 2007 - October 2010
RiverNorth Capital Management, Inc August 2005 - July 2007
Scudder Investments March 2004 - August 2005
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Financial Services, Options, Trading, Asset Management, Securities
Education
DePauw University 1999 — 2003
Bachelor of Arts, Political Science and Conflict Studies
Easter Seals Michigan 2007 - Present
Harbor Funds December 2006 - August 2007
Quicken Loans May 2005 - October 2006
Education
Oakland University 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Media News Group December 2011 - Present
Western Fireplace Supply September 2009 - October 2011
Kwik Parking October 2008 - August 2009
CBRE February 2006 - June 2008
Albertsons Corporate Office November 2005 - December 2005
Harbor Funds December 1996 - October 2005
Skills
Accounts Payable, Accounts Receivable, Invoicing, Quickbooks, Data Entry, Excel, Outlook, Word, Customer Service, Reconciliation, Inventory Management
Education
Owens Community College