Harris Bretall Sullivan & Smith
Industry: Company
DescriptionHeadquarters: Pittsburgh, PA Founded: 1971 Parent organization: Federated Investors
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Harris Bretall Sullivan & Smith Employees
Employee
Years
Job
Industry
Lori McDonald Lori McDonald's Harris Bretall Sullivan & Smith Experience March 1989 - December 1993
Job Franchise Owner, Travel Advisor at Cruise Planners
Industry Leisure, Travel & Tourism
Experience
Cruise Planners Lori McDonald 2013 - Present
Financial Engines June 2011 - June 2013
Financial Engines July 2005 - June 2011
Biz 360 2003 - 2005
ADP 2001 - 2003
Yahoo! October 1997 - April 2001
Four11 Corporation September 1995 - October 1997
Self Employed December 1993 - September 1995
Harris Bretall Sullivan & Smith March 1989 - December 1993
Wells Fargo Investment Advisors 1987 - 1989
Skills
Portfolio Management, Financial Services, Relationship Management, Project Management, Investments, Strategic Financial..., Start-ups, Customer Service, Strategy, Analytics, 401k, Business Analysis, Mutual Funds, Mergers & Acquisitions, Leadership, Event Management, Sales, Management, Marketing Strategy
Education
Golden Gate University 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Investments
California State University-Sacramento 1984 — 1986
BS, Finance
Cruise Planners Lori McDonald 2013 - Present
Financial Engines June 2011 - June 2013
Financial Engines July 2005 - June 2011
Biz 360 2003 - 2005
ADP 2001 - 2003
Yahoo! October 1997 - April 2001
Four11 Corporation September 1995 - October 1997
Self Employed December 1993 - September 1995
Harris Bretall Sullivan & Smith March 1989 - December 1993
Wells Fargo Investment Advisors 1987 - 1989
Skills
Portfolio Management, Financial Services, Relationship Management, Project Management, Investments, Strategic Financial..., Start-ups, Customer Service, Strategy, Analytics, 401k, Business Analysis, Mutual Funds, Mergers & Acquisitions, Leadership, Event Management, Sales, Management, Marketing Strategy
Education
Golden Gate University 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Investments
California State University-Sacramento 1984 — 1986
BS, Finance
Charles C. Anderson Charles C. Anderson's Harris Bretall Sullivan & Smith Experience June 2000 - January 2004
Job Regional Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Kassie Martin Kassie Martin's Harris Bretall Sullivan & Smith Experience September 1999 - April 2002
Job AwardWinning Account Executive at ServiceMax
Industry Computer Software
Experience
ServiceMax August 2013 - August 2015
Paychex October 2005 - July 2013
TriNet April 2002 - May 2005
Harris Bretall Sullivan & Smith September 1999 - April 2002
Skills
Salesforce.com, Sales Presentations, Cloud Computing, Payroll, HRO, Time & Attendance, Field Service, SaaS, Lead Generation, Outside Sales, CRM, HRIS, Time Management, Forecasting, Mobile Devices, Workers Compensation, Cold Calling, Sales
Education
University of Arizona 1995 — 1999
Finance & International Business, Finance/Accounting
Las Lomas High School
ServiceMax August 2013 - August 2015
Paychex October 2005 - July 2013
TriNet April 2002 - May 2005
Harris Bretall Sullivan & Smith September 1999 - April 2002
Skills
Salesforce.com, Sales Presentations, Cloud Computing, Payroll, HRO, Time & Attendance, Field Service, SaaS, Lead Generation, Outside Sales, CRM, HRIS, Time Management, Forecasting, Mobile Devices, Workers Compensation, Cold Calling, Sales
Education
University of Arizona 1995 — 1999
Finance & International Business, Finance/Accounting
Las Lomas High School
Howard Connell's Harris Bretall Sullivan & Smith Experience 2000 - 2003
Job Managing Director, Ray C. Anderson Center of Sustainable Business
Industry Higher Education
Experience
Georgia Institute of Technology, Scheller College of Business July 2013 - Present
Center for Civic Innovation December 2014 - Present
Lifecycle Building Center January 2014 - Present
Sustainable Atlanta 2012 - December 2014
Kimberly-Clark Professional 2011 - 2013
A.T. Kearney 2005 - 2011
UC Berkeley Haas School of Business 2003 - 2005
Archstone Consulting 2004 - 2004
Harris Bretall Sullivan & Smith 2000 - 2003
Longview Wealth Management 1998 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
Belmont University 1993 — 1996
Bachelors
Lovett School
North Fulton High School
Georgia Institute of Technology, Scheller College of Business July 2013 - Present
Center for Civic Innovation December 2014 - Present
Lifecycle Building Center January 2014 - Present
Sustainable Atlanta 2012 - December 2014
Kimberly-Clark Professional 2011 - 2013
A.T. Kearney 2005 - 2011
UC Berkeley Haas School of Business 2003 - 2005
Archstone Consulting 2004 - 2004
Harris Bretall Sullivan & Smith 2000 - 2003
Longview Wealth Management 1998 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
Belmont University 1993 — 1996
Bachelors
Lovett School
North Fulton High School
Joseph Calderazzo's Harris Bretall Sullivan & Smith Experience March 1990 - January 2004
Job Managing Director & Senior Portfolio Manager at US Trust, Bank of America
Industry Investment Management
Experience
US Trust, Bank of America 2006 - Present
Morgan Stanley Smith Barney 2004 - 2006
Harris Bretall Sullivan & Smith March 1990 - January 2004
Skills
Equity Research, Asset Allocation, Portfolio Management, Public Policy, Public Speaking, Asset Management, Investments, Wealth Management, Alternative Investments, Management, Equities, Investment Management, Mutual Funds, Investment Strategies
Education
UCLA Anderson School of Management 1987 — 1989
Finance and Economics
Stanford University 1978 — 1982
BA, Political Science
Mater Dei High School 1974 — 1978
Honors, College Prep
US Trust, Bank of America 2006 - Present
Morgan Stanley Smith Barney 2004 - 2006
Harris Bretall Sullivan & Smith March 1990 - January 2004
Skills
Equity Research, Asset Allocation, Portfolio Management, Public Policy, Public Speaking, Asset Management, Investments, Wealth Management, Alternative Investments, Management, Equities, Investment Management, Mutual Funds, Investment Strategies
Education
UCLA Anderson School of Management 1987 — 1989
Finance and Economics
Stanford University 1978 — 1982
BA, Political Science
Mater Dei High School 1974 — 1978
Honors, College Prep
Jennifer P Carter, CFA's Harris Bretall Sullivan & Smith Experience September 2002 - October 2003
Job
Industry Investment Management
Experience
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
Bill DeSanto, CIMA's Harris Bretall Sullivan & Smith Experience 2000 - 2000
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
Mark Steffe's Harris Bretall Sullivan & Smith Experience June 2000 - September 2001
Job Senior Vice President, Chief of Staff for Advisor Operations at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2010 - Present
TIAA-CREF 2009 - 2010
UBS Wealth Management October 2007 - October 2008
UBS Wealth Management March 2006 - October 2007
UBS Wealth Management February 2004 - March 2006
UBS Wealth Management September 2001 - February 2004
Harris Bretall Sullivan & Smith June 2000 - September 2001
UBS Wealth Management June 1998 - June 2000
UBS Wealth Management April 1995 - June 1998
Skills
Wealth Management, Financial Services, Investments, Series 7, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
First Command Financial Planning 2010 - Present
TIAA-CREF 2009 - 2010
UBS Wealth Management October 2007 - October 2008
UBS Wealth Management March 2006 - October 2007
UBS Wealth Management February 2004 - March 2006
UBS Wealth Management September 2001 - February 2004
Harris Bretall Sullivan & Smith June 2000 - September 2001
UBS Wealth Management June 1998 - June 2000
UBS Wealth Management April 1995 - June 1998
Skills
Wealth Management, Financial Services, Investments, Series 7, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
James Gomez's Harris Bretall Sullivan & Smith Experience 1994 - 1999
Job CRM Professional
Industry Financial Services
Experience
ON24 October 2009 - Present
ON24 2013 - 2014
SVB Asset Management 2008 - 2009
Wells Fargo 2006 - 2008
Wells Capital Management 1999 - 2006
Harris Bretall Sullivan & Smith 1994 - 1999
Skills
Salesforce.com
Education
California State University-Hayward
Accounting
The University of New Mexico
Psychology
ON24 October 2009 - Present
ON24 2013 - 2014
SVB Asset Management 2008 - 2009
Wells Fargo 2006 - 2008
Wells Capital Management 1999 - 2006
Harris Bretall Sullivan & Smith 1994 - 1999
Skills
Salesforce.com
Education
California State University-Hayward
Accounting
The University of New Mexico
Psychology
Patrick Jeffrey's Harris Bretall Sullivan & Smith Experience March 1999 - August 2003
Job Experienced IT Professional Financial Services Industry, Software Implementations
Industry Financial Services
Experience
Various Financials April 2009 - Present
SunTrust Bank September 2008 - March 2009
Brown & Gallo, LLC March 2008 - September 2008
PrimeRevenue November 2007 - March 2008
Digital Insight April 2004 - November 2007
Harris Bretall Sullivan & Smith March 1999 - August 2003
US Foodservice March 1996 - January 1999
Education
California State University-Chico 1988 — 1993
MIS
Various Financials April 2009 - Present
SunTrust Bank September 2008 - March 2009
Brown & Gallo, LLC March 2008 - September 2008
PrimeRevenue November 2007 - March 2008
Digital Insight April 2004 - November 2007
Harris Bretall Sullivan & Smith March 1999 - August 2003
US Foodservice March 1996 - January 1999
Education
California State University-Chico 1988 — 1993
MIS
Nicole Bird's Harris Bretall Sullivan & Smith Experience March 2003 - December 2004
Job Looking for an Emploment Opportunity
Industry Financial Services
Experience
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY