Hartford Funds
Description
Address: 690 Lee Rd, Wayne, PA 19087 Phone: (800) 456-7523: : Category: Website: : Place name: : : Hours: : Website: http://www.hartfordfunds.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hartford Funds Posting publicly on the Web Write a review Reviews 1 Google review
Hartford Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hartford Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hartford Funds Employees
Employee
Years
Job
Industry
Derek Koffel Derek Koffel's Hartford Funds Experience June 2011 - Present
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds June 2011 - Present
Hartford Funds January 2007 - June 2011
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Series 7, Series 6, Series 63, Investment Strategies, Wealth Management, Investment Advisory, Financial Advisory, 401k, Wealth, Financial Services, Securities
Education
Penn State University 2002 — 2006
BA, Public Relations. Minor in German Language
Hartford Funds June 2011 - Present
Hartford Funds January 2007 - June 2011
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Asset Allocation, Series 7, Series 6, Series 63, Investment Strategies, Wealth Management, Investment Advisory, Financial Advisory, 401k, Wealth, Financial Services, Securities
Education
Penn State University 2002 — 2006
BA, Public Relations. Minor in German Language
Matthew Paulson Matthew Paulson's Hartford Funds Experience December 2013 - April 2015
Job Sales Support Manager at US Bancorp
Industry Financial Services
Experience
US Banccorp April 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford September 2006 - December 2013
Skills
Financial Services, Insurance, Retirement, Process Improvement, Mutual Funds, Customer Service, Relationship Management, Investments, Leadership, Microsoft Excel, Microsoft Office, Management, Vendor Management, Client Services, Call Centers, Financial Analysis, Time Management, Sales, Team Building, Risk Management, Finance, Business Process..., Microsoft Word
Education
Ridgewater College 2003 — 2005
Sales and Marketing-Business Management, Business, Management, Marketing, and Related Support Services
US Banccorp April 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford September 2006 - December 2013
Skills
Financial Services, Insurance, Retirement, Process Improvement, Mutual Funds, Customer Service, Relationship Management, Investments, Leadership, Microsoft Excel, Microsoft Office, Management, Vendor Management, Client Services, Call Centers, Financial Analysis, Time Management, Sales, Team Building, Risk Management, Finance, Business Process..., Microsoft Word
Education
Ridgewater College 2003 — 2005
Sales and Marketing-Business Management, Business, Management, Marketing, and Related Support Services
Alice Pellegrino Alice Pellegrino's Hartford Funds Experience September 2007 - Present
Job Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2007 - Present
Merrill Lynch Investment Managment and BlackRock, Inc January 1997 - September 2007
K&L Gates September 1992 - December 1996
Skills
Securities Regulation, Investment Management, Investment Company Act, Investment Advisers Act, Mutual Funds
Education
Georgetown University Law Center 1989 — 1992
Doctor of Law (JD), Law
Stanford University 1983 — 1987
Master of Arts (MA), Classics and Classical Languages, Literatures, and Linguistics
Duke University 1978 — 1982
Bachelor of Arts (BA), Latin and Greek
Hartford Funds September 2007 - Present
Merrill Lynch Investment Managment and BlackRock, Inc January 1997 - September 2007
K&L Gates September 1992 - December 1996
Skills
Securities Regulation, Investment Management, Investment Company Act, Investment Advisers Act, Mutual Funds
Education
Georgetown University Law Center 1989 — 1992
Doctor of Law (JD), Law
Stanford University 1983 — 1987
Master of Arts (MA), Classics and Classical Languages, Literatures, and Linguistics
Duke University 1978 — 1982
Bachelor of Arts (BA), Latin and Greek
Patrick Carroll, CIMA® Patrick Carroll, CIMA®'s Hartford Funds Experience December 2013 - Present
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds December 2013 - Present
The Hartford January 2011 - December 2013
ING April 2008 - November 2010
Stock Building Supply June 2006 - March 2008
Education
Penn State University 2002 — 2006
BS, Business Marketing
Hartford Funds December 2013 - Present
The Hartford January 2011 - December 2013
ING April 2008 - November 2010
Stock Building Supply June 2006 - March 2008
Education
Penn State University 2002 — 2006
BS, Business Marketing
Jason Bierman Jason Bierman's Hartford Funds Experience October 2004 - Present
Job Regional Vice PresidentAdvisor Consultant
Industry Financial Services
Experience
Hartford Funds October 2004 - Present
Skills
Mutual Funds, Investments, Insurance, Strategic Financial..., Sales, Mortgage Lending, Relationship Management, Financial Analysis
Education
Northern State University
Hartford Funds October 2004 - Present
Skills
Mutual Funds, Investments, Insurance, Strategic Financial..., Sales, Mortgage Lending, Relationship Management, Financial Analysis
Education
Northern State University
Ed Panko's Hartford Funds Experience April 2012 - May 2013
Job Regional Partner at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds August 2013 - Present
Hartford Funds April 2012 - May 2013
Hartford Funds September 2010 - March 2012
The Hartford Financial Services Group October 2006 - September 2009
Skills
Leadership, Financial Advisory, Fixed Income, Mutual Funds, Competitive Analysis, Sales, Sales Operations, Equities, Finance, Investments, Training, Financial Analysis, Financial Services, Marketing, Animal Work, Gender Analysis, Trapeze, Series 7
Education
Franklin & Marshall College 2002 — 2006
Bachelors of Arts, Economics, Government
The Haverford School 1998 — 2002
Catalyst Funds August 2013 - Present
Hartford Funds April 2012 - May 2013
Hartford Funds September 2010 - March 2012
The Hartford Financial Services Group October 2006 - September 2009
Skills
Leadership, Financial Advisory, Fixed Income, Mutual Funds, Competitive Analysis, Sales, Sales Operations, Equities, Finance, Investments, Training, Financial Analysis, Financial Services, Marketing, Animal Work, Gender Analysis, Trapeze, Series 7
Education
Franklin & Marshall College 2002 — 2006
Bachelors of Arts, Economics, Government
The Haverford School 1998 — 2002
Luke McLaughlin Luke McLaughlin's Hartford Funds Experience May 2015 - Present
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2015 - Present
Grant Williams LP 2011 - Present
Clark Capital Management Group 2009 - 2014
LA Fitness March 2009 - July 2009
J.G. Wentworth June 2008 - March 2009
Skills
Relationship Management, Finance, Investment Advisory, Hedge Funds, Options Strategies, Customer Service, Equity Trading, Mutual Funds, Cost Basis Reporting, Estate Tax Planning, Portfolio Management, High Yield Bonds, Financial Statements, Financial Analysis, Bloomberg Software, Salesforce.com, Morningstar, Financial Planning, Qualitative &..., Tax Preparation, Series 63, Series 7, Asset Management, Wealth Management
Education
Eastern University
Bachelor of Science (B.S.), Political Science and Government
Hartford Funds May 2015 - Present
Grant Williams LP 2011 - Present
Clark Capital Management Group 2009 - 2014
LA Fitness March 2009 - July 2009
J.G. Wentworth June 2008 - March 2009
Skills
Relationship Management, Finance, Investment Advisory, Hedge Funds, Options Strategies, Customer Service, Equity Trading, Mutual Funds, Cost Basis Reporting, Estate Tax Planning, Portfolio Management, High Yield Bonds, Financial Statements, Financial Analysis, Bloomberg Software, Salesforce.com, Morningstar, Financial Planning, Qualitative &..., Tax Preparation, Series 63, Series 7, Asset Management, Wealth Management
Education
Eastern University
Bachelor of Science (B.S.), Political Science and Government
Bridghet Donato's Hartford Funds Experience August 2013 - June 2015
Job Technical Director
Industry Financial Services
Experience
Nationwide Insurance June 2015 - Present
Hartford Funds August 2013 - June 2015
Cipperman Compliance Services, LLC April 2012 - July 2013
Ethos Health Communications May 2011 - April 2012
Ashfield Healthcare March 2010 - October 2010
Old Mutual Asset Management September 2008 - December 2008
SEI January 2006 - September 2008
SEI September 2003 - January 2006
SEI April 2001 - September 2003
Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development
Education
Saint Joseph's University 2003 — 2007
MBA
Arcadia University
MS in BA
Arcadia University
Bachelor's Degree
Neshaminy High School
Nationwide Insurance June 2015 - Present
Hartford Funds August 2013 - June 2015
Cipperman Compliance Services, LLC April 2012 - July 2013
Ethos Health Communications May 2011 - April 2012
Ashfield Healthcare March 2010 - October 2010
Old Mutual Asset Management September 2008 - December 2008
SEI January 2006 - September 2008
SEI September 2003 - January 2006
SEI April 2001 - September 2003
Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development
Education
Saint Joseph's University 2003 — 2007
MBA
Arcadia University
MS in BA
Arcadia University
Bachelor's Degree
Neshaminy High School
Kathy Stelter's Hartford Funds Experience March 2013 - March 2014
Job Director, Mutual Fund Operations at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 2014 - Present
Hartford Funds March 2013 - March 2014
Hartford Life 2009 - 2013
Hartford Life May 2008 - September 2010
The Hartford April 2006 - 2008
The Hartford April 2001 - March 2006
Fortis Financial Group January 2000 - April 2001
Fortis Financial Group March 1996 - January 2000
Skills
Mutual Funds, Risk Management, Financial Services, Operations Management, Series 6, Leadership, Fixed Annuities, Relationship Management, Variable Annuities, Operational Risk..., Retirement Planning, Securities, FINRA, Life Insurance, Leadership Development, Series 63, Insurance, Business Process..., 401k, Series 26, Series 7, Wealth Management, Portfolio Management, Retirement
Education
Northwestern College 2004 — 2006
Business Management
Augsburg College 1981 — 1983
Vocal Performance, Music
Thrivent Financial April 2014 - Present
Hartford Funds March 2013 - March 2014
Hartford Life 2009 - 2013
Hartford Life May 2008 - September 2010
The Hartford April 2006 - 2008
The Hartford April 2001 - March 2006
Fortis Financial Group January 2000 - April 2001
Fortis Financial Group March 1996 - January 2000
Skills
Mutual Funds, Risk Management, Financial Services, Operations Management, Series 6, Leadership, Fixed Annuities, Relationship Management, Variable Annuities, Operational Risk..., Retirement Planning, Securities, FINRA, Life Insurance, Leadership Development, Series 63, Insurance, Business Process..., 401k, Series 26, Series 7, Wealth Management, Portfolio Management, Retirement
Education
Northwestern College 2004 — 2006
Business Management
Augsburg College 1981 — 1983
Vocal Performance, Music
Sean Dougherty Sean Dougherty's Hartford Funds Experience March 2014 - Present
Job Vice President, Business Intelligence at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2014 - Present
Hartford Funds August 2013 - February 2014
Hartford Funds January 2012 - July 2013
The Hartford December 2004 - January 2012
Skills
Series 6, Series 63, Series 7, Variable Annuities, Mutual Funds, Fixed Annuities, Series 65, 401k, ETFs, Retirement, Retirement Planning, Life Insurance, Alternative Investments, Financial Advisory, Securities
Education
Penn State University 2000 — 2004
BS, Finance
Hartford Funds March 2014 - Present
Hartford Funds August 2013 - February 2014
Hartford Funds January 2012 - July 2013
The Hartford December 2004 - January 2012
Skills
Series 6, Series 63, Series 7, Variable Annuities, Mutual Funds, Fixed Annuities, Series 65, 401k, ETFs, Retirement, Retirement Planning, Life Insurance, Alternative Investments, Financial Advisory, Securities
Education
Penn State University 2000 — 2004
BS, Finance
Stephanie Germanovich Stephanie Germanovich's Hartford Funds Experience September 2014 - Present
Job Financial Analyst at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2014 - Present
ING August 2012 - September 2014
ING May 2011 - August 2012
ING July 2010 - May 2011
ING May 2008 - July 2010
ING December 2006 - May 2008
Skills
Analysis, Access, Forecasting, Data Analysis, Microsoft Excel, Databases, Database Design, Microsoft Office, Microsoft Word, PowerPoint, VBA, Process Improvement, Strategic Planning, Competitor Analysis, Financial Reporting, Financial Services, Life Insurance, Individual Life, Insurance, Employee Benefits, Communication, Organization &..., Time Management, Managing Deadlines, Strategic Financial..., Financial Analysis, Cross-training, Training, Presentations, Written & Oral...
Education
St. Joseph's University 2010 — 2012
Master of Science (MS), Business Intelligence
Immaculata University 2004 — 2008
Bachelor of Arts, Business Administration
Hartford Funds September 2014 - Present
ING August 2012 - September 2014
ING May 2011 - August 2012
ING July 2010 - May 2011
ING May 2008 - July 2010
ING December 2006 - May 2008
Skills
Analysis, Access, Forecasting, Data Analysis, Microsoft Excel, Databases, Database Design, Microsoft Office, Microsoft Word, PowerPoint, VBA, Process Improvement, Strategic Planning, Competitor Analysis, Financial Reporting, Financial Services, Life Insurance, Individual Life, Insurance, Employee Benefits, Communication, Organization &..., Time Management, Managing Deadlines, Strategic Financial..., Financial Analysis, Cross-training, Training, Presentations, Written & Oral...
Education
St. Joseph's University 2010 — 2012
Master of Science (MS), Business Intelligence
Immaculata University 2004 — 2008
Bachelor of Arts, Business Administration
Andrew Gilligan Andrew Gilligan's Hartford Funds Experience October 2003 - August 2014
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Hartford Funds October 2003 - August 2014
Skills
Business Development, Investments, Leadership, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Asset Management, Financial Services, Retirement
Education
Kutztown University of Pennsylvania
Bachelor of Science, Telecommunications
LaSalle College High School
John Hancock Investments September 2014 - Present
Hartford Funds October 2003 - August 2014
Skills
Business Development, Investments, Leadership, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Asset Management, Financial Services, Retirement
Education
Kutztown University of Pennsylvania
Bachelor of Science, Telecommunications
LaSalle College High School
Tamera Jones Tamera Jones's Hartford Funds Experience November 2013 - April 2015
Job Digital Marketing Strategist
Industry Marketing and Advertising
Experience
Hartford Funds November 2013 - April 2015
Independent Sales & Marketing Consulting January 2012 - October 2013
ReachLocal August 2010 - December 2011
Flexera Software August 2001 - December 2006
ReleaseNow 2000 - 2001
ALTAVISTA 1998 - 2000
COMPAQ Computer 1997 - 1998
Apple Computer 1996 - 1997
Skills
Online Marketing, Customer Acquisition, Demand Generation, Marketing Strategy, Email Marketing, Start-ups, Data-driven Marketing, Growth Strategies, Webinar Marketing, Growth Hacking, WordPress, HTML, SaaS, Marketo, Marketing Automation, Google Adwords, Google Analytics, Content Marketing, Social Media Marketing, HootSuite, Online Advertising, Digital Marketing, Growing Revenue, Inbound Marketing, Strategic Planning, Search Engine Marketing, SEO, SEM, Salesforce.com, Sales Operations, Developing New Markets, Cross-functional Team..., Data Analysis, Business Development, Team Building, Strategic Partnerships, Sales Process, Solution Selling, Sales Management, Direct Sales, New Business Development, Forecasting, Customer Retention, Key Performance..., Change Management, Inside Sales, Building High..., Software Sales, Consultative Selling, enterprise software
Education
Temple University
BA, Communications
New York University
Marketing
Hartford Funds November 2013 - April 2015
Independent Sales & Marketing Consulting January 2012 - October 2013
ReachLocal August 2010 - December 2011
Flexera Software August 2001 - December 2006
ReleaseNow 2000 - 2001
ALTAVISTA 1998 - 2000
COMPAQ Computer 1997 - 1998
Apple Computer 1996 - 1997
Skills
Online Marketing, Customer Acquisition, Demand Generation, Marketing Strategy, Email Marketing, Start-ups, Data-driven Marketing, Growth Strategies, Webinar Marketing, Growth Hacking, WordPress, HTML, SaaS, Marketo, Marketing Automation, Google Adwords, Google Analytics, Content Marketing, Social Media Marketing, HootSuite, Online Advertising, Digital Marketing, Growing Revenue, Inbound Marketing, Strategic Planning, Search Engine Marketing, SEO, SEM, Salesforce.com, Sales Operations, Developing New Markets, Cross-functional Team..., Data Analysis, Business Development, Team Building, Strategic Partnerships, Sales Process, Solution Selling, Sales Management, Direct Sales, New Business Development, Forecasting, Customer Retention, Key Performance..., Change Management, Inside Sales, Building High..., Software Sales, Consultative Selling, enterprise software
Education
Temple University
BA, Communications
New York University
Marketing
Kevin Bloom Kevin Bloom's Hartford Funds Experience April 2013 - Present
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2013 - Present
Will County CrackerJacks January 2012 - August 2012
Morgan Stanley Wealth Management September 2011 - January 2012
The University of Arizona August 2007 - May 2008
Encino Little League January 2001 - June 2006
Skills
Management, Series 63, Microsoft Office, Windows XP, Salesforce.com, LinkedIn, Series 6, Mutual Funds, CRM, Sales, Territory Management
Education
University of Arizona 2007 — 2011
Bachelor of Arts, History and Political Science
Indiana University Bloomington 2006 — 2007
Sports Management
Hartford Funds April 2013 - Present
Will County CrackerJacks January 2012 - August 2012
Morgan Stanley Wealth Management September 2011 - January 2012
The University of Arizona August 2007 - May 2008
Encino Little League January 2001 - June 2006
Skills
Management, Series 63, Microsoft Office, Windows XP, Salesforce.com, LinkedIn, Series 6, Mutual Funds, CRM, Sales, Territory Management
Education
University of Arizona 2007 — 2011
Bachelor of Arts, History and Political Science
Indiana University Bloomington 2006 — 2007
Sports Management
Christopher (CJ) Friedrichs's Hartford Funds Experience May 2011 - January 2015
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Hartford Funds May 2011 - January 2015
Hartford Funds September 2007 - May 2011
Ameriprise Financial Services, Inc. May 2005 - September 2007
Skills
Mutual Funds, Financial Services, Risk Management, FINRA, Relationship Management, Securities, Finance, Leadership, Financial Analysis, Portfolio Management, Microsoft Excel, Series 7, Investments, Series 24
Education
Metropolitan State University
Bachelor of Science (BS), Finance, General
Edward Jones February 2015 - Present
Hartford Funds May 2011 - January 2015
Hartford Funds September 2007 - May 2011
Ameriprise Financial Services, Inc. May 2005 - September 2007
Skills
Mutual Funds, Financial Services, Risk Management, FINRA, Relationship Management, Securities, Finance, Leadership, Financial Analysis, Portfolio Management, Microsoft Excel, Series 7, Investments, Series 24
Education
Metropolitan State University
Bachelor of Science (BS), Finance, General
Dan Newell, CIMA®, CMFC® Dan Newell, CIMA®, CMFC®'s Hartford Funds Experience May 2013 - Present
Job Relationship Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2013 - Present
The Hartford November 2011 - May 2013
The Hartford January 2005 - November 2011
The Hartford August 2004 - December 2004
The Hartford June 2003 - August 2004
The Hartford January 2000 - May 2003
Skills
Relationship Management, Selling Skills, Mutual Funds, Fixed Annuities, Marketing, Variable Annuities, iPad, Strategic Partnerships, Sales, Retirement, Leadership, Asset Allocation, Retirement Planning, Account Management, Investment Management, Wealth Management, Series 6, Series 63, Strategy, Separately Managed..., Financial Services, Management, Investments, 401k, Alternative Investments
Education
Cabrini College 1991 — 1993
Business, Marketing
Marple Newtown
Hartford Funds May 2013 - Present
The Hartford November 2011 - May 2013
The Hartford January 2005 - November 2011
The Hartford August 2004 - December 2004
The Hartford June 2003 - August 2004
The Hartford January 2000 - May 2003
Skills
Relationship Management, Selling Skills, Mutual Funds, Fixed Annuities, Marketing, Variable Annuities, iPad, Strategic Partnerships, Sales, Retirement, Leadership, Asset Allocation, Retirement Planning, Account Management, Investment Management, Wealth Management, Series 6, Series 63, Strategy, Separately Managed..., Financial Services, Management, Investments, 401k, Alternative Investments
Education
Cabrini College 1991 — 1993
Business, Marketing
Marple Newtown
Joe Pewdo Jr Joe Pewdo Jr's Hartford Funds Experience August 2009 - Present
Job Regional Vice President Advisor Consultant, Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2009 - Present
The Hartford October 2008 - July 2009
PHH Mortgage December 2002 - February 2008
Towers Perrin Benefits Administration August 2001 - December 2002
Skills
Investments, Mutual Funds, Series 6, Series 63, Finance, Sales, Outlook
Education
La Salle University 1997 — 2001
BS, Finance & Management Information Systems
Father Judge High School 1993 — 1997
Hartford Funds August 2009 - Present
The Hartford October 2008 - July 2009
PHH Mortgage December 2002 - February 2008
Towers Perrin Benefits Administration August 2001 - December 2002
Skills
Investments, Mutual Funds, Series 6, Series 63, Finance, Sales, Outlook
Education
La Salle University 1997 — 2001
BS, Finance & Management Information Systems
Father Judge High School 1993 — 1997
Jennifer (Jennifer Peters) Haley's Hartford Funds Experience April 2013 - Present
Job Senior Legal Executive Assistant to General Counsel and Chief Compliance Officer
Industry Financial Services
Experience
Hartford Funds April 2013 - Present
CRA, Inc February 2010 - May 2013
Devon Park Bioventures August 2006 - February 2010
Clarke Caton Hintz, PC November 1999 - August 2006
Fisher & Fisher Law 1992 - 1993
Skills
Internal Communications, Communication Training, Leadership, Marketing Communications, Project Planning, PowerPoint, Management, Marketing, Time Management, Editing, CRM, Event Planning, Microsoft Word, Training, Leadership Development, Microsoft Excel, Strategy, Microsoft Office, Team Building
Education
Purdue University
Hammond High School
Hartford Funds April 2013 - Present
CRA, Inc February 2010 - May 2013
Devon Park Bioventures August 2006 - February 2010
Clarke Caton Hintz, PC November 1999 - August 2006
Fisher & Fisher Law 1992 - 1993
Skills
Internal Communications, Communication Training, Leadership, Marketing Communications, Project Planning, PowerPoint, Management, Marketing, Time Management, Editing, CRM, Event Planning, Microsoft Word, Training, Leadership Development, Microsoft Excel, Strategy, Microsoft Office, Team Building
Education
Purdue University
Hammond High School
Crystal Mercer Crystal Mercer's Hartford Funds Experience January 2006 - Present
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Steve Love Steve Love's Hartford Funds Experience April 2015 - Present
Job Event Planning Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2015 - Present
Thomson Reuters January 2011 - April 2015
Middle Atlantic Products, Inc. February 2008 - January 2011
Disc Makers March 2005 - February 2008
POC Media May 2001 - August 2004
Skills
Marketing Communications, Trade Shows, Social Media Marketing, Social Media, Email Marketing, Event Management, Direct Marketing, Project Management, Event Planning, Integrated Marketing, Salesforce.com, Lead Generation, Social Networking, Facebook, Strategic Partnerships, Business Development, Training, Budgets, Sponsorship, Market Research, Online Marketing, Program Management, Product Marketing, CRM, Direct Mail
Education
Penn State University 1997 — 2001
BS, Business
Hartford Funds April 2015 - Present
Thomson Reuters January 2011 - April 2015
Middle Atlantic Products, Inc. February 2008 - January 2011
Disc Makers March 2005 - February 2008
POC Media May 2001 - August 2004
Skills
Marketing Communications, Trade Shows, Social Media Marketing, Social Media, Email Marketing, Event Management, Direct Marketing, Project Management, Event Planning, Integrated Marketing, Salesforce.com, Lead Generation, Social Networking, Facebook, Strategic Partnerships, Business Development, Training, Budgets, Sponsorship, Market Research, Online Marketing, Program Management, Product Marketing, CRM, Direct Mail
Education
Penn State University 1997 — 2001
BS, Business
James Ritchie's Hartford Funds Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Funds October 2014 - Present
ProFund Advisors LLC July 2014 - October 2014
Legg Mason 2005 - 2014
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 1999 - 2004
Goldman Sachs/United Staffing 1998 - 1999
J. Walter Thompson 1997 - 1998
Lido Beach Golf Course 1997 - 1997
Skills
Strong Public Speaker, Series 7 and 66..., Investments, Domestic Equities, International Equities, U.S. and Non-U.S. Bonds, Alternative Investments, SMA's, Open-Ended Mutual Funds, Closed End Funds, Asset Allocation, Asset Management, Closed-end Funds, Equities, Financial Services, Mutual Funds
Education
Fordham University 1994 — 1997
Bachelor of Science (BS), History
Hartford Funds October 2014 - Present
ProFund Advisors LLC July 2014 - October 2014
Legg Mason 2005 - 2014
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 1999 - 2004
Goldman Sachs/United Staffing 1998 - 1999
J. Walter Thompson 1997 - 1998
Lido Beach Golf Course 1997 - 1997
Skills
Strong Public Speaker, Series 7 and 66..., Investments, Domestic Equities, International Equities, U.S. and Non-U.S. Bonds, Alternative Investments, SMA's, Open-Ended Mutual Funds, Closed End Funds, Asset Allocation, Asset Management, Closed-end Funds, Equities, Financial Services, Mutual Funds
Education
Fordham University 1994 — 1997
Bachelor of Science (BS), History
Jon Ingram Jon Ingram's Hartford Funds Experience March 2014 - Present
Job Director, FP&A at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2014 - Present
Vanguard August 2012 - March 2014
ING July 2002 - August 2012
Bristol-Myers Squibb 2001 - 2002
Skills
Business Analysis, Business Process..., Change Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Management, Portfolio Management, Process Improvement, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, General Management
Drexel University 1997 — 2002
B.S., Finance and MIS
Hartford Funds March 2014 - Present
Vanguard August 2012 - March 2014
ING July 2002 - August 2012
Bristol-Myers Squibb 2001 - 2002
Skills
Business Analysis, Business Process..., Change Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Management, Portfolio Management, Process Improvement, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, General Management
Drexel University 1997 — 2002
B.S., Finance and MIS
Benjamin Lyter Benjamin Lyter's Hartford Funds Experience May 2013 - Present
Job Sales training and development
Industry Financial Services
Experience
Hartford Funds May 2013 - Present
The Hartford March 2011 - May 2013
HartfordFunds March 2011 - May 2013
Skills
Account Management, Customer Service, Marketing, Sales Management, Sales, Salesforce.com, Event Planning, Public Speaking, Investments, Banking, Series 63, Series 6, CRM, Insurance, 401k, Fixed Annuities, Retirement, Team Building, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Wealth Management, New Business Development, Investment Advisory, Securities, Investment Strategies, Relationship Management, Financial Services, Variable Annuities, IRAs, Separately Managed..., Life Insurance, Financial Advisory
Education
Lebanon Valley College
Hartford Funds May 2013 - Present
The Hartford March 2011 - May 2013
HartfordFunds March 2011 - May 2013
Skills
Account Management, Customer Service, Marketing, Sales Management, Sales, Salesforce.com, Event Planning, Public Speaking, Investments, Banking, Series 63, Series 6, CRM, Insurance, 401k, Fixed Annuities, Retirement, Team Building, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Wealth Management, New Business Development, Investment Advisory, Securities, Investment Strategies, Relationship Management, Financial Services, Variable Annuities, IRAs, Separately Managed..., Life Insurance, Financial Advisory
Education
Lebanon Valley College
Amrit Walia Amrit Walia's Hartford Funds Experience January 2014 - October 2014
Job Regional Managing Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Hartford Funds January 2014 - October 2014
Merrill Lynch-Private Banking and Investments Group September 2011 - March 2013
Merrill Lynch 2004 - 2013
Skills
Leadership, Training, Marketing, Sales Management, Financial Analysis, Investments, Wealth Management, Series 7, Mutual Funds, Series 63, Banking, Business Strategy, Asset Management, Equities, Sales, Strategy, Financial Services
Education
Hofstra University-Zarb School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Arts (B.A.), Economics
Wells Fargo October 2014 - Present
Hartford Funds January 2014 - October 2014
Merrill Lynch-Private Banking and Investments Group September 2011 - March 2013
Merrill Lynch 2004 - 2013
Skills
Leadership, Training, Marketing, Sales Management, Financial Analysis, Investments, Wealth Management, Series 7, Mutual Funds, Series 63, Banking, Business Strategy, Asset Management, Equities, Sales, Strategy, Financial Services
Education
Hofstra University-Zarb School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Arts (B.A.), Economics
Jeff Reiss Jeff Reiss's Hartford Funds Experience August 1995 - Present
Job SVP Head of Retail Sales Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 1995 - Present
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Investments, Wealth Management, Retirement Planning, 401k, Alternative Investments, Financial Services, Asset Allocation, Retirement, Relationship Management, Financial Advisory, Insurance, Life Insurance, iPod, Investment Advisory, Investment Strategies, Asset Management, High Net Worth...
Education
Kutztown University of Pennsylvania 1991 — 1995
BS, Marketing
Hartford Funds August 1995 - Present
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Investments, Wealth Management, Retirement Planning, 401k, Alternative Investments, Financial Services, Asset Allocation, Retirement, Relationship Management, Financial Advisory, Insurance, Life Insurance, iPod, Investment Advisory, Investment Strategies, Asset Management, High Net Worth...
Education
Kutztown University of Pennsylvania 1991 — 1995
BS, Marketing
Abbi Anderson Abbi Anderson's Hartford Funds Experience August 2013 - Present
Job Senior Copywriter at Hartford Funds
Industry Public Relations and Communications
Experience
Hartford Funds August 2013 - Present
Turner Investments, L.P. May 2011 - August 2013
Sylvia Marketing & Public Relations July 2010 - December 2010
Susquehanna University August 2009 - May 2010
Mazza Vineyards, Inc (Pennsylvania Renaissance Faire) May 2009 - November 2009
Skills
Writing, Press Releases, Newsletters, Editing, Proofreading, Corporate Communications, Social Media, Public Relations, Marketing Communications, Event Planning, PowerPoint, Microsoft Office, Research, Internal Communications, Digital Photography, InDesign, Portrait Photography, Adobe Creative Suite, Promotions, Photography, QuarkXPress, Facebook, Copywriting, AP Style, Copy Editing, Marketing
Education
Susquehanna University 2006 — 2010
Bachelor of Arts, Communications: Public Relations, Minor in Spanish, Summa Cum Laude
National University of Ireland, Maynooth 2008 — 2008
(Semester abroad), Celtic History and Language
Hartford Funds August 2013 - Present
Turner Investments, L.P. May 2011 - August 2013
Sylvia Marketing & Public Relations July 2010 - December 2010
Susquehanna University August 2009 - May 2010
Mazza Vineyards, Inc (Pennsylvania Renaissance Faire) May 2009 - November 2009
Skills
Writing, Press Releases, Newsletters, Editing, Proofreading, Corporate Communications, Social Media, Public Relations, Marketing Communications, Event Planning, PowerPoint, Microsoft Office, Research, Internal Communications, Digital Photography, InDesign, Portrait Photography, Adobe Creative Suite, Promotions, Photography, QuarkXPress, Facebook, Copywriting, AP Style, Copy Editing, Marketing
Education
Susquehanna University 2006 — 2010
Bachelor of Arts, Communications: Public Relations, Minor in Spanish, Summa Cum Laude
National University of Ireland, Maynooth 2008 — 2008
(Semester abroad), Celtic History and Language
John B. Ashley John B. Ashley's Hartford Funds Experience July 2014 - Present
Job Senior Counsel at HartfordFunds
Industry Law Practice
Experience
Hartford Funds July 2014 - Present
Deutsche Asset & Wealth Management May 2005 - December 2013
UBS Wealth Management April 2002 - April 2005
Latham & Watkins May 1998 - April 2002
Sidley Austin (formerly Brown & Wood) October 1995 - April 1998
Brown & Wood 1995 - 1998
Skills
Mutual Funds, Investment Company Act, Broker-Dealer, FINRA, Asset Management, Transfer Agency, Contract Negotiation, 529 Plans, Corporate Governance, Securities Regulation, Hedge Funds, Securities, Asset Managment, Investment Advisers Act, SEC, Investment Advisory, Series 7, AML, Investments, Investment Management, Financial Advisory, Corporate Finance, Due Diligence, Legal Research, Capital Markets, Financial Services, Distribution
Education
The College of William and Mary - Marshall Wythe Law School 1992 — 1995
JD
Middlebury College
BA, Political Science/Spanish
Middlebury College
MA, Spanish
Hartford Funds July 2014 - Present
Deutsche Asset & Wealth Management May 2005 - December 2013
UBS Wealth Management April 2002 - April 2005
Latham & Watkins May 1998 - April 2002
Sidley Austin (formerly Brown & Wood) October 1995 - April 1998
Brown & Wood 1995 - 1998
Skills
Mutual Funds, Investment Company Act, Broker-Dealer, FINRA, Asset Management, Transfer Agency, Contract Negotiation, 529 Plans, Corporate Governance, Securities Regulation, Hedge Funds, Securities, Asset Managment, Investment Advisers Act, SEC, Investment Advisory, Series 7, AML, Investments, Investment Management, Financial Advisory, Corporate Finance, Due Diligence, Legal Research, Capital Markets, Financial Services, Distribution
Education
The College of William and Mary - Marshall Wythe Law School 1992 — 1995
JD
Middlebury College
BA, Political Science/Spanish
Middlebury College
MA, Spanish
Ralph Richetti's Hartford Funds Experience October 2013 - Present
Job Internal Sales Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Hartford Funds August 2012 - October 2013
Hartford Funds August 2010 - August 2012
The Hartford Annuities July 2008 - December 2008
The Hartford January 2005 - June 2008
The Hartford March 2004 - December 2004
Skills
Partner Relationships, Inside Sales, External Relationships, Sales, Sales Operations, Investments, Mutual Funds, Leadership, Insurance, Training, Retirement Planning, Retirement, Fixed Annuities, Series 63, Marketing, Financial Advisory, Life Insurance, Finance, 401k, Analysis, Call Centers, Entrepreneurship, Networking, Series 6, Series 7, Asset Allocation, Variable Annuities, Asset Management, CRM
Education
Dickinson College 1999 — 2003
B.A, Economics
Hartford Funds October 2013 - Present
Hartford Funds August 2012 - October 2013
Hartford Funds August 2010 - August 2012
The Hartford Annuities July 2008 - December 2008
The Hartford January 2005 - June 2008
The Hartford March 2004 - December 2004
Skills
Partner Relationships, Inside Sales, External Relationships, Sales, Sales Operations, Investments, Mutual Funds, Leadership, Insurance, Training, Retirement Planning, Retirement, Fixed Annuities, Series 63, Marketing, Financial Advisory, Life Insurance, Finance, 401k, Analysis, Call Centers, Entrepreneurship, Networking, Series 6, Series 7, Asset Allocation, Variable Annuities, Asset Management, CRM
Education
Dickinson College 1999 — 2003
B.A, Economics
Jared Arentz Jared Arentz's Hartford Funds Experience March 2015 - Present
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2015 - Present
NYLIFE Securities LLC November 2010 - February 2015
All Star Baseball Academy July 2010 - January 2011
All Star Baseball Academy May 2010 - July 2010
Comcast-Spectacor 2008 - 2009
Skills
Retirement Planning, 401k Rollovers, Mortgage Protection, College Savings Plans, Long Term Care, Investment Strategies, Retirement Income..., Retirement, Insurance, Fixed Annuities, Securities, Financial Services, Long-term Care, Life Insurance, 401k, Disability Insurance
Education
Drexel University 2008 — 2010
M.S., Sport Management
Penn State University 2003 — 2007
B.S., Recreation, Park and Tourism Management, Business
Hartford Funds March 2015 - Present
NYLIFE Securities LLC November 2010 - February 2015
All Star Baseball Academy July 2010 - January 2011
All Star Baseball Academy May 2010 - July 2010
Comcast-Spectacor 2008 - 2009
Skills
Retirement Planning, 401k Rollovers, Mortgage Protection, College Savings Plans, Long Term Care, Investment Strategies, Retirement Income..., Retirement, Insurance, Fixed Annuities, Securities, Financial Services, Long-term Care, Life Insurance, 401k, Disability Insurance
Education
Drexel University 2008 — 2010
M.S., Sport Management
Penn State University 2003 — 2007
B.S., Recreation, Park and Tourism Management, Business
Mark Werner Mark Werner's Hartford Funds Experience May 2014 - Present
Job Salesforce.com Specialist at Hartford Funds
Industry Information Technology and Services
Experience
Hartford Funds May 2014 - Present
Drexel University Online June 2013 - April 2014
Rovi March 2013 - May 2013
Sartomer July 2009 - January 2013
Sartomer February 2004 - July 2009
Sartomer February 2000 - February 2004
Sartomer August 1999 - February 2000
Department of Natural Resources and Environmental Control - State of Delaware June 1996 - December 1998
Skills
Salesforce.com..., Salesforce.com, Salesforce.com..., Project Management, CRM, Business Analysis, Marketing Strategy, Visual Force, Apex Programming, Apex Data Loader, Force.com, Eclipse, K2.net 2003, Lead Scoring, Lead Management, Lead Qualification, Market Research, Microsoft Office..., VB.NET, ASP.NET, Quantitative Finance, Statistical Software, Integration, MS Project, Software Project...
Education
Pennsylvania State University - Great Valley
Master, Business Administration
Pennsylvania State University - Great Valley
Master, Science Information Sciences
Penn State University 1994 — 1995
Bachelor, Science Chemical Engineering
Hartford Funds May 2014 - Present
Drexel University Online June 2013 - April 2014
Rovi March 2013 - May 2013
Sartomer July 2009 - January 2013
Sartomer February 2004 - July 2009
Sartomer February 2000 - February 2004
Sartomer August 1999 - February 2000
Department of Natural Resources and Environmental Control - State of Delaware June 1996 - December 1998
Skills
Salesforce.com..., Salesforce.com, Salesforce.com..., Project Management, CRM, Business Analysis, Marketing Strategy, Visual Force, Apex Programming, Apex Data Loader, Force.com, Eclipse, K2.net 2003, Lead Scoring, Lead Management, Lead Qualification, Market Research, Microsoft Office..., VB.NET, ASP.NET, Quantitative Finance, Statistical Software, Integration, MS Project, Software Project...
Education
Pennsylvania State University - Great Valley
Master, Business Administration
Pennsylvania State University - Great Valley
Master, Science Information Sciences
Penn State University 1994 — 1995
Bachelor, Science Chemical Engineering
Jordan Mulligan Jordan Mulligan's Hartford Funds Experience April 2015 - Present
Job Accounting Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2015 - Present
Hartford Funds August 2013 - April 2015
BNY Mellon June 2012 - August 2013
Skills
Account Reconciliation, PowerPoint, Financial Statements, Microsoft Office, Microsoft Word, Lotus Notes, Fundraising, Bank Reconciliation, Accounting, Financial Analysis, PowerPoint skills, Excel, Outlook, IAX, Bloomberg Terminal, Mutual Funds, VBA, Fund Accounting, Derivatives, Options, Futures, Internal Controls, Financial Statement..., Pivot Tables, Accruals, General Ledger, Financial Accounting, Variance Analysis, Journal Entries, P, Financial Reporting, FINRA, Ariba, PeopleSoft, Salesvision, AssureNet, US GAAP
Education
Drexel University 2015 — 2017
Master of Business Administration (MBA), Business analytics
Widener University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hartford Funds April 2015 - Present
Hartford Funds August 2013 - April 2015
BNY Mellon June 2012 - August 2013
Skills
Account Reconciliation, PowerPoint, Financial Statements, Microsoft Office, Microsoft Word, Lotus Notes, Fundraising, Bank Reconciliation, Accounting, Financial Analysis, PowerPoint skills, Excel, Outlook, IAX, Bloomberg Terminal, Mutual Funds, VBA, Fund Accounting, Derivatives, Options, Futures, Internal Controls, Financial Statement..., Pivot Tables, Accruals, General Ledger, Financial Accounting, Variance Analysis, Journal Entries, P, Financial Reporting, FINRA, Ariba, PeopleSoft, Salesvision, AssureNet, US GAAP
Education
Drexel University 2015 — 2017
Master of Business Administration (MBA), Business analytics
Widener University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Jake MacLean's Hartford Funds Experience May 2015 - Present
Job Recruiting Coordinator
Industry Financial Services
Experience
Hartford Funds May 2015 - Present
Hartford Funds November 2013 - May 2015
Hartford Funds April 2013 - November 2013
Skills
Spanish, Chinese, Series 6, Series 63, Mutual Funds, Series 7
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Spanish, Chinese
Hartford Funds May 2015 - Present
Hartford Funds November 2013 - May 2015
Hartford Funds April 2013 - November 2013
Skills
Spanish, Chinese, Series 6, Series 63, Mutual Funds, Series 7
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Spanish, Chinese
Bart Rosol Bart Rosol's Hartford Funds Experience January 2015 - September 2015
Job Compliance Analyst Trading Floor at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) September 2015 - Present
Hartford Funds January 2015 - September 2015
All Granite and Marble Corp. May 2012 - January 2015
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Sales Force Development, Time Management, Sales Presentations, Cold Calling, Outside Sales, Account Management, Project Management, Leadership, Event Planning, Marketing, Public Speaking
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Management
Susquehanna International Group, LLP (SIG) September 2015 - Present
Hartford Funds January 2015 - September 2015
All Granite and Marble Corp. May 2012 - January 2015
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, Sales Force Development, Time Management, Sales Presentations, Cold Calling, Outside Sales, Account Management, Project Management, Leadership, Event Planning, Marketing, Public Speaking
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Management
Cokiliar Brown- Smith, MBA Cokiliar Brown- Smith, MBA's Hartford Funds Experience April 2013 - June 2014
Job Corporate Legal
Industry Legal Services
Experience
Comcast Cable December 2014 - Present
Hartford Funds April 2013 - June 2014
Sheller, P.C. November 2012 - April 2013
Sheller, P.C. January 2005 - April 2013
Sheller, P.C. June 2003 - April 2013
Delany & O'Brien: Attorneys at Law January 2000 - June 2003
Holl & Associates, P.C. January 1996 - January 2000
Pepper, Gordon, Breen & Weinberg, P.C. September 1995 - January 1996
Skills
Compliance, MBA, Mutual Funds, Social Media Marketing, Email Marketing, Litigation Management, Securities Regulation, Database Admin, Marketing, Civil Litigation, Corporate Law, Litigation, Corporate Governance, Litigation Support, Document Management, Legal Documents, Whistleblower, Legal Compliance, Wordperfect, Securities, Document Review, Management, Customer Service, Leadership, Legal Research, Microsoft Office
Education
University of Phoenix-John Sperling School of Business 2010 — 2012
MBA, Human Resource Concentration
Philadelphia Institute for Paralegal Studies 1995 — 1995
Paralegal Certificate, Administrative and Public Law Paralegal
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelors of Arts, Political Science
Comcast Cable December 2014 - Present
Hartford Funds April 2013 - June 2014
Sheller, P.C. November 2012 - April 2013
Sheller, P.C. January 2005 - April 2013
Sheller, P.C. June 2003 - April 2013
Delany & O'Brien: Attorneys at Law January 2000 - June 2003
Holl & Associates, P.C. January 1996 - January 2000
Pepper, Gordon, Breen & Weinberg, P.C. September 1995 - January 1996
Skills
Compliance, MBA, Mutual Funds, Social Media Marketing, Email Marketing, Litigation Management, Securities Regulation, Database Admin, Marketing, Civil Litigation, Corporate Law, Litigation, Corporate Governance, Litigation Support, Document Management, Legal Documents, Whistleblower, Legal Compliance, Wordperfect, Securities, Document Review, Management, Customer Service, Leadership, Legal Research, Microsoft Office
Education
University of Phoenix-John Sperling School of Business 2010 — 2012
MBA, Human Resource Concentration
Philadelphia Institute for Paralegal Studies 1995 — 1995
Paralegal Certificate, Administrative and Public Law Paralegal
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelors of Arts, Political Science
Jordan Upton Jordan Upton's Hartford Funds Experience September 2013 - Present
Job Director, Marketing Analytics at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2013 - Present
Lincoln Financial Group January 2012 - September 2013
Liberty Mutual June 2009 - January 2012
Liberty Mutual August 2008 - May 2009
Liberty Mutual September 2005 - July 2008
Liberty Mutual June 2004 - August 2005
Skills
Analytics, Analysis, SAS, Insurance, Segmentation, Process Improvement, Market Research, Management, Statistics, R
Education
Villanova University 2012 — 2014
Master's degree, Applied Statistics
Suffolk University - Sawyer School of Management 2006 — 2008
MBA, Information Systems & Marketing
Bates College 2000 — 2004
BA, Mathematics, Computer Science
Westtown School 1996 — 2000
High School, Math, German
Hartford Funds September 2013 - Present
Lincoln Financial Group January 2012 - September 2013
Liberty Mutual June 2009 - January 2012
Liberty Mutual August 2008 - May 2009
Liberty Mutual September 2005 - July 2008
Liberty Mutual June 2004 - August 2005
Skills
Analytics, Analysis, SAS, Insurance, Segmentation, Process Improvement, Market Research, Management, Statistics, R
Education
Villanova University 2012 — 2014
Master's degree, Applied Statistics
Suffolk University - Sawyer School of Management 2006 — 2008
MBA, Information Systems & Marketing
Bates College 2000 — 2004
BA, Mathematics, Computer Science
Westtown School 1996 — 2000
High School, Math, German
Joseph Buda Joseph Buda's Hartford Funds Experience November 2013 - Present
Job Retail Key Account Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds November 2013 - Present
Hartford Funds October 2012 - November 2013
Hartford Funds June 2012 - October 2012
Dow Jones May 2011 - August 2011
ANGELICO'S June 2009 - August 2009
TRINITA RETREAT CENTER June 2005 - August 2008
Skills
Business Planning, Leadership, Management, Sales, Strategy, Finance, New Business Development, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Operations Management, Financial Analysis, Insurance, Time Management, Analysis, Investments, Accounting, Microsoft Office
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Finance
Hartford Funds November 2013 - Present
Hartford Funds October 2012 - November 2013
Hartford Funds June 2012 - October 2012
Dow Jones May 2011 - August 2011
ANGELICO'S June 2009 - August 2009
TRINITA RETREAT CENTER June 2005 - August 2008
Skills
Business Planning, Leadership, Management, Sales, Strategy, Finance, New Business Development, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Operations Management, Financial Analysis, Insurance, Time Management, Analysis, Investments, Accounting, Microsoft Office
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Finance
Marcin Serafin Marcin Serafin's Hartford Funds Experience February 2015 - Present
Job Production Manager at All Granite and Marble
Industry Think Tanks
Experience
Hartford Funds February 2015 - Present
All Granite and Marble Corp October 2012 - Present
Pocono Valley Resort May 2009 - September 2009
Skills
Superior Work Ethic, Customer Service, Leadership, Teamwork, Time Management, Microsoft Word, Research, PowerPoint, Marketing, Strategic Planning, Problem Solving, Microsoft Excel
Education
East Stroudsburg University of Pennsylvania 2012 — 2014
Bachelor's of Science in Business Management, Business Management, Entrepreneurship
Northampton Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration
Hartford Funds February 2015 - Present
All Granite and Marble Corp October 2012 - Present
Pocono Valley Resort May 2009 - September 2009
Skills
Superior Work Ethic, Customer Service, Leadership, Teamwork, Time Management, Microsoft Word, Research, PowerPoint, Marketing, Strategic Planning, Problem Solving, Microsoft Excel
Education
East Stroudsburg University of Pennsylvania 2012 — 2014
Bachelor's of Science in Business Management, Business Management, Entrepreneurship
Northampton Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration
Marcia Ritzer Marcia Ritzer's Hartford Funds Experience December 2005 - December 2014
Job TFM Specialist at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Hartford Funds December 2005 - December 2014
State Farm Insurance October 1986 - September 2005
Lake Elmo Hardwood Lumber Inc March 1977 - October 1986
Skills
Accounting, Bookkeeping, Credit Management, Customer Service, Data Entry, Financial Services, Insurance, LexisNexis, Lotus Notes, Mentoring, Microsoft Office, Mutual Funds, Numerical Ability, Ordering Office Supplies, Organization Skills, Petty Cash, Quality Auditing, Professional Phone..., QuickBooks, Subject Matter Experts, Underwriting, Verint Impact 360...
Education
Century College 2005 — 2014
Accounting Technician Certificate, Accounting, 3.83 GPA
Stillwater Senior High 1975 — 1978
3.71 GPA
U.S. Bank April 2015 - Present
Hartford Funds December 2005 - December 2014
State Farm Insurance October 1986 - September 2005
Lake Elmo Hardwood Lumber Inc March 1977 - October 1986
Skills
Accounting, Bookkeeping, Credit Management, Customer Service, Data Entry, Financial Services, Insurance, LexisNexis, Lotus Notes, Mentoring, Microsoft Office, Mutual Funds, Numerical Ability, Ordering Office Supplies, Organization Skills, Petty Cash, Quality Auditing, Professional Phone..., QuickBooks, Subject Matter Experts, Underwriting, Verint Impact 360...
Education
Century College 2005 — 2014
Accounting Technician Certificate, Accounting, 3.83 GPA
Stillwater Senior High 1975 — 1978
3.71 GPA
Fred Tawadros's Hartford Funds Experience March 2012 - Present
Job Director of Content Creation at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2012 - Present
Hartford Funds March 2007 - March 2012
The Hartford October 2004 - February 2007
The Hartford December 2002 - October 2004
Morgan Stanley Smith Barney August 2001 - November 2002
Utilities Management Consultants June 1998 - February 2000
The Vanguard Group September 1995 - June 1998
Vanguard September 1993 - September 1995
Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA
Education
Indiana University Bloomington 1989 — 1993
BA, Religious Studies
Upper Merion
Hartford Funds March 2012 - Present
Hartford Funds March 2007 - March 2012
The Hartford October 2004 - February 2007
The Hartford December 2002 - October 2004
Morgan Stanley Smith Barney August 2001 - November 2002
Utilities Management Consultants June 1998 - February 2000
The Vanguard Group September 1995 - June 1998
Vanguard September 1993 - September 1995
Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA
Education
Indiana University Bloomington 1989 — 1993
BA, Religious Studies
Upper Merion
Jason Gilmartin's Hartford Funds Experience January 2015 - Present
Job Regional Vice President Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
The Hartford Funds September 2013 - January 2015
Morgan Stanley August 2012 - September 2013
United Nations Principles for Responsible Investment August 2011 - January 2012
Finnergy Ltd, LED June 2010 - July 2010
Rhode Island World Trade Center July 2008 - August 2008
Rhode Island World Trade Center June 2007 - August 2007
Rogge Global Partners July 2005 - August 2005
Skills
Finance, Market Research, International Business, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Due Diligence, Risk Management, Corporate Finance, Equities, Fixed Income, Modeling, Microsoft Excel, Series 7, Series 63, Mutual Funds, Sales, Asset Management
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, International Business, Finance, Spanish
Westminster School 2003 — 2007
High School Diploma
Hartford Funds January 2015 - Present
The Hartford Funds September 2013 - January 2015
Morgan Stanley August 2012 - September 2013
United Nations Principles for Responsible Investment August 2011 - January 2012
Finnergy Ltd, LED June 2010 - July 2010
Rhode Island World Trade Center July 2008 - August 2008
Rhode Island World Trade Center June 2007 - August 2007
Rogge Global Partners July 2005 - August 2005
Skills
Finance, Market Research, International Business, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Due Diligence, Risk Management, Corporate Finance, Equities, Fixed Income, Modeling, Microsoft Excel, Series 7, Series 63, Mutual Funds, Sales, Asset Management
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, International Business, Finance, Spanish
Westminster School 2003 — 2007
High School Diploma
Christopher Wolff Christopher Wolff's Hartford Funds Experience August 2013 - Present
Job Sr. DCIO Sales Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2013 - Present
Benetech, Inc. July 2012 - April 2013
Merrill Lynch July 2003 - April 2012
Ascensus November 2000 - July 2003
Skills
Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Defined Contribution, Defined Benefit, Cash Balance, SEP IRA, Simple IRA, SARSEP, Traditional IRA, Roth IRA, Series 7, Series 66, CRPC, CRPS, QPA, QKA
Education
Franklin & Marshall College 1991 — 1996
Bachelor of Arts (B.A.), Biology, General
William Penn Charter School
Hartford Funds August 2013 - Present
Benetech, Inc. July 2012 - April 2013
Merrill Lynch July 2003 - April 2012
Ascensus November 2000 - July 2003
Skills
Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Defined Contribution, Defined Benefit, Cash Balance, SEP IRA, Simple IRA, SARSEP, Traditional IRA, Roth IRA, Series 7, Series 66, CRPC, CRPS, QPA, QKA
Education
Franklin & Marshall College 1991 — 1996
Bachelor of Arts (B.A.), Biology, General
William Penn Charter School
Lance Margolis's Hartford Funds Experience July 2015 - Present
Job Sales at Hartford Funds
Industry Financial Services
Experience
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Greg Seaver, CIMA®'s Hartford Funds Experience January 2012 - Present
Job
Industry Financial Services
Experience
Hartford Funds January 2012 - Present
ING January 2010 - October 2011
ING March 2005 - January 2010
ING 2002 - 2005
Scudder 1999 - 2002
Skills
Relationship Management, Investments, Retirement, Mutual Funds, Retirement Planning, 401k, Defined Contribution, Series 63, Strategy, Series 6, Alternative Investments, Leadership, Financial Services, Wealth Management, Series 7, Retirement plan sales, Sales Presentations, Product Development, Team Management, Defined Contribution...
Education
Boston University - School of Management 2001 — 2004
MBA, Finance, Marketing
Boston University 1987 — 1991
BS, School of Management
Hartford Funds January 2012 - Present
ING January 2010 - October 2011
ING March 2005 - January 2010
ING 2002 - 2005
Scudder 1999 - 2002
Skills
Relationship Management, Investments, Retirement, Mutual Funds, Retirement Planning, 401k, Defined Contribution, Series 63, Strategy, Series 6, Alternative Investments, Leadership, Financial Services, Wealth Management, Series 7, Retirement plan sales, Sales Presentations, Product Development, Team Management, Defined Contribution...
Education
Boston University - School of Management 2001 — 2004
MBA, Finance, Marketing
Boston University 1987 — 1991
BS, School of Management
Jason Policastro Jason Policastro's Hartford Funds Experience July 2013 - Present
Job Assistant Director of Copywriting, Marketing at Hartford Funds
Industry Public Relations and Communications
Experience
Hartford Funds July 2013 - Present
Self Employed October 2008 - Present
Turner Investments, L.P. June 2011 - July 2013
American University Washington College of Law January 2009 - May 2011
Stanton Communications January 2007 - January 2009
Gregory FCA September 2004 - December 2006
Skills
News Writing, Journalism, Marketing Communications, Social Media, Press Releases, Videography, Video Production, Blogging, Media Relations, Editing, Newsletters, Strategic Communications, Corporate Communications, Social Media Marketing, Facebook, Internal Communications, Ap Style, Twitter, Radio Broadcasting, Public Relations, Crisis Communications, Social Networking, Feature Articles, Magazines, Editorial, AP Style
Education
American University 2009 — 2011
MA, Interactive Journalism
Shippensburg University of Pennsylvania 1999 — 2003
BA, Communications/Journalism
South Western Senior High School
South Western Senior High School
Hartford Funds July 2013 - Present
Self Employed October 2008 - Present
Turner Investments, L.P. June 2011 - July 2013
American University Washington College of Law January 2009 - May 2011
Stanton Communications January 2007 - January 2009
Gregory FCA September 2004 - December 2006
Skills
News Writing, Journalism, Marketing Communications, Social Media, Press Releases, Videography, Video Production, Blogging, Media Relations, Editing, Newsletters, Strategic Communications, Corporate Communications, Social Media Marketing, Facebook, Internal Communications, Ap Style, Twitter, Radio Broadcasting, Public Relations, Crisis Communications, Social Networking, Feature Articles, Magazines, Editorial, AP Style
Education
American University 2009 — 2011
MA, Interactive Journalism
Shippensburg University of Pennsylvania 1999 — 2003
BA, Communications/Journalism
South Western Senior High School
South Western Senior High School
Melissa Abdouch's Hartford Funds Experience April 2013 - October 2015
Job Relationship Manager, Asset Transition Specialist, Collaborative Leader seeking to drive improvements Mutual Funds
Industry Financial Services
Experience
The Leukemia & Lymphoma Society May 1993 - Present
Hartford Funds April 2013 - October 2015
Hartford Funds April 2008 - April 2013
Hartford Funds January 2006 - April 2008
Hartford Funds September 2003 - January 2006
Minnesota Life January 2002 - May 2003
Sioux Valley Hospital (Sanford Health) 2000 - 2001
Skills
Mutual Funds, Process Improvement, Leadership, Investments, Financial Services, Management, Finance, Financial Analysis, Project Management, Analysis, Budgets, Training, Team Leadership, Accounting, Customer Service, Fixed Income, Equities, Custodial Services, Team Building, Auditing, Strategic Planning, Public Speaking, Financial Reporting, Business Analysis, Financial Accounting, Banking, Risk Management, Business Planning, Budgeting, Anti Money Laundering, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Event Planning, Securities, Relationship Management, Mentoring
Education
University of Saint Thomas 2006 — 2009
BA, Business
Defense Language Institute 1993 — 1995
Arabic and Russian Languages
The Leukemia & Lymphoma Society May 1993 - Present
Hartford Funds April 2013 - October 2015
Hartford Funds April 2008 - April 2013
Hartford Funds January 2006 - April 2008
Hartford Funds September 2003 - January 2006
Minnesota Life January 2002 - May 2003
Sioux Valley Hospital (Sanford Health) 2000 - 2001
Skills
Mutual Funds, Process Improvement, Leadership, Investments, Financial Services, Management, Finance, Financial Analysis, Project Management, Analysis, Budgets, Training, Team Leadership, Accounting, Customer Service, Fixed Income, Equities, Custodial Services, Team Building, Auditing, Strategic Planning, Public Speaking, Financial Reporting, Business Analysis, Financial Accounting, Banking, Risk Management, Business Planning, Budgeting, Anti Money Laundering, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Event Planning, Securities, Relationship Management, Mentoring
Education
University of Saint Thomas 2006 — 2009
BA, Business
Defense Language Institute 1993 — 1995
Arabic and Russian Languages
Jeremy Dahl Jeremy Dahl's Hartford Funds Experience September 2012 - Present
Job Senior Business Analyst | Application Developer Analyst with Exposure to Hadoop
Industry Information Technology and Services
Experience
Hartford Funds September 2012 - Present
The Hartford April 2009 - September 2012
The Hartford December 2005 - April 2009
The Hartford April 2005 - December 2005
Securian Financial Group November 2004 - April 2005
Securian Financial Group June 2003 - November 2004
Minnesota Life November 2000 - June 2003
Minnesota Life September 1999 - November 2000
Skills
Financial Analysis, Business Analysis, Mutual Funds, SDLC, Process Improvement, Financial Services, Business Requirements, Investments, SQL, Analysis, Requirements Analysis, Requirements Gathering, Finance, Business Process..., Data Analysis, Bloomberg, Visio, Financial Reporting, Risk Management, Business Intelligence, Software Development, Team Leadership, User Acceptance Testing, PL/SQL, Analytics, Access, Business Process, Cross-functional Team..., Problem Solving, Databases, Change Management, Project Coordination
Education
Metropolitan State University
Bachelor of Arts (BA), Individualized Business Studies (Focus on Marketing)
Hartford Funds September 2012 - Present
The Hartford April 2009 - September 2012
The Hartford December 2005 - April 2009
The Hartford April 2005 - December 2005
Securian Financial Group November 2004 - April 2005
Securian Financial Group June 2003 - November 2004
Minnesota Life November 2000 - June 2003
Minnesota Life September 1999 - November 2000
Skills
Financial Analysis, Business Analysis, Mutual Funds, SDLC, Process Improvement, Financial Services, Business Requirements, Investments, SQL, Analysis, Requirements Analysis, Requirements Gathering, Finance, Business Process..., Data Analysis, Bloomberg, Visio, Financial Reporting, Risk Management, Business Intelligence, Software Development, Team Leadership, User Acceptance Testing, PL/SQL, Analytics, Access, Business Process, Cross-functional Team..., Problem Solving, Databases, Change Management, Project Coordination
Education
Metropolitan State University
Bachelor of Arts (BA), Individualized Business Studies (Focus on Marketing)
Tim Hampson Tim Hampson's Hartford Funds Experience June 2003 - Present
Job Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2003 - Present
Education
Franklin & Marshall College 1989 — 1993
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
Hartford Funds June 2003 - Present
Education
Franklin & Marshall College 1989 — 1993
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
Josh Willis Josh Willis's Hartford Funds Experience May 2012 - May 2015
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management March 2015 - Present
Hartford Funds May 2012 - May 2015
The Hartford February 2012 - May 2012
Nationwide Financial September 2006 - February 2012
Pacific Life 2002 - 2006
Skills
Variable Annuities, Mutual Funds, Fixed Annuities, Retirement Planning, Series 7, Series 63, Wholesaling, Insurance, Wealth Management, Retirement, Income Planning, Consultative Selling..., Investments, ETFs, Public Speaking, Presentations, Client Presentation, Building New Business, Building Relationships, Financial Advisory
Education
California State University-Northridge 1992 — 1996
Crescenta Valley HS 1988 — 1992
Columbia Management March 2015 - Present
Hartford Funds May 2012 - May 2015
The Hartford February 2012 - May 2012
Nationwide Financial September 2006 - February 2012
Pacific Life 2002 - 2006
Skills
Variable Annuities, Mutual Funds, Fixed Annuities, Retirement Planning, Series 7, Series 63, Wholesaling, Insurance, Wealth Management, Retirement, Income Planning, Consultative Selling..., Investments, ETFs, Public Speaking, Presentations, Client Presentation, Building New Business, Building Relationships, Financial Advisory
Education
California State University-Northridge 1992 — 1996
Crescenta Valley HS 1988 — 1992
Greg Springrose Greg Springrose's Hartford Funds Experience November 2013 - May 2015
Job Business Development Associate at The Bancorp
Industry Financial Services
Experience
The Bancorp May 2015 - Present
Hartford Funds November 2013 - May 2015
Lincoln Financial Group 2012 - 2013
BlackRock August 2008 - May 2012
Morgan Stanley January 2007 - August 2008
Skills
Portfolio Management, Finance, Financial Services, Goal Oriented, Leadership, Operational Risk, Investment Properties, Trading, Team Management, Hedge Funds, Series 63, Asset Management, Alternative Investments, Marketing, Communication Skills, Organization, Series 7, Series 6
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 1999 — 2003
The Bancorp May 2015 - Present
Hartford Funds November 2013 - May 2015
Lincoln Financial Group 2012 - 2013
BlackRock August 2008 - May 2012
Morgan Stanley January 2007 - August 2008
Skills
Portfolio Management, Finance, Financial Services, Goal Oriented, Leadership, Operational Risk, Investment Properties, Trading, Team Management, Hedge Funds, Series 63, Asset Management, Alternative Investments, Marketing, Communication Skills, Organization, Series 7, Series 6
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 1999 — 2003
Kelly Monahan's Hartford Funds Experience August 2013 - June 2015
Job Manager, Center for Integrated Research at Deloitte
Industry Research
Experience
Deloitte June 2015 - Present
Hartford Funds August 2013 - June 2015
Hartford Funds April 2011 - August 2013
University of Sioux Falls January 2011 - August 2013
Drexel University Online June 2010 - May 2011
Butler/Till Media Services April 2009 - June 2010
Jay Advertising April 2007 - April 2009
Skills
Leadership, Leadership Development, Strategic Planning, Organizational..., Team Leadership, Public Relations, Human Resources, Brand Management, Market Research, Marketing Research, Competitive Analysis, Program Management, Analysis, Social Media Marketing, Entrepreneurship, Social Media, Strategy, Sales, Data Analysis, Marketing, Salesforce.com, Research, Performance Management
Education
Regent University 2011 — 2015
Doctor of Philosophy (PhD), Organizational Leadership
Roberts Wesleyan College 2008 — 2009
Masters of Science in Strategic Leadership, Business Leadership
Rochester Institute of Technology 2004 — 2007
BS Business Administration, Marketing
Deloitte June 2015 - Present
Hartford Funds August 2013 - June 2015
Hartford Funds April 2011 - August 2013
University of Sioux Falls January 2011 - August 2013
Drexel University Online June 2010 - May 2011
Butler/Till Media Services April 2009 - June 2010
Jay Advertising April 2007 - April 2009
Skills
Leadership, Leadership Development, Strategic Planning, Organizational..., Team Leadership, Public Relations, Human Resources, Brand Management, Market Research, Marketing Research, Competitive Analysis, Program Management, Analysis, Social Media Marketing, Entrepreneurship, Social Media, Strategy, Sales, Data Analysis, Marketing, Salesforce.com, Research, Performance Management
Education
Regent University 2011 — 2015
Doctor of Philosophy (PhD), Organizational Leadership
Roberts Wesleyan College 2008 — 2009
Masters of Science in Strategic Leadership, Business Leadership
Rochester Institute of Technology 2004 — 2007
BS Business Administration, Marketing
Dave Gannett Dave Gannett's Hartford Funds Experience March 2012 - Present
Job Sales Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Eric Dunivent Eric Dunivent's Hartford Funds Experience March 2012 - June 2015
Job Fund Accountant Associate at Hartford Funds
Industry Financial Services
Experience
DST Market Services, LLC July 2015 - Present
Hartford Funds March 2012 - June 2015
The Hartford November 2010 - March 2012
The Hartford November 2007 - November 2010
Skills
Mutual Funds, Customer Service, Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Accounting, Insurance, Account Management, Leadership, Investments, Teamwork, Financial Accounting, Bloomberg, Bloomberg Terminal, SunGard, TA2000
Education
Augsburg College 2005 — 2007
Bachelor, Business Administration
DST Market Services, LLC July 2015 - Present
Hartford Funds March 2012 - June 2015
The Hartford November 2010 - March 2012
The Hartford November 2007 - November 2010
Skills
Mutual Funds, Customer Service, Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Accounting, Insurance, Account Management, Leadership, Investments, Teamwork, Financial Accounting, Bloomberg, Bloomberg Terminal, SunGard, TA2000
Education
Augsburg College 2005 — 2007
Bachelor, Business Administration
Rob Troy's Hartford Funds Experience February 2014 - May 2015
Job Senior Sales Consultant Advisory Services Group
Industry Financial Services
Experience
Hartford Funds February 2014 - May 2015
Hartford Funds October 2013 - January 2014
Fulham and Co June 2012 - August 2012
Atlantic Management May 2011 - July 2011
Lazybones August 2010 - April 2011
Wianno Club 2006 - 2010
Education
Boston College 2009 — 2013
Noble and Greenough
Hartford Funds February 2014 - May 2015
Hartford Funds October 2013 - January 2014
Fulham and Co June 2012 - August 2012
Atlantic Management May 2011 - July 2011
Lazybones August 2010 - April 2011
Wianno Club 2006 - 2010
Education
Boston College 2009 — 2013
Noble and Greenough
Lauren Tongiani's Hartford Funds Experience February 2015 - Present
Job Service Account Manager | Dealer Services at Hartford Funds
Industry Financial Services
Experience
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Chuck Yanoshik Chuck Yanoshik's Hartford Funds Experience June 2012 - Present
Job Managing Director at The Hartford
Industry Financial Services
Experience
Hartford Funds June 2012 - Present
BlackRock 2005 - 2012
BlackRock April 2001 - May 2005
BlackRock September 1998 - April 2001
CoreStates Investment Advisors June 1996 - August 1998
Meridian Asset Management February 1993 - June 1996
Skills
Portfolio Management, Performance Attribution, Risk Measurement, Fixed Income Trading, Fixed Income Products, Fixed Income, Model Portfolios, Mutual Funds, Fixed Income Research, Liquidity, Analysis, Financial Markets, Securities, Risk Management, Finance, Hedge Funds, Money Market, Funding, Asset Allocation, Strategy, Investment Management, Trading, Financial Risk, Mergers & Acquisitions, Capital Markets, Bloomberg, Economics, Options, Institutional..., Investments, Equity Research, Asset Management, Fixed Income Analysis, Financial Services, Credit, Bonds, Alternative Investments, ETFs, Derivatives, Structured Products, Trading Systems, Series 63, Investment Strategies
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA)
York College of Pennsylvania 1980 — 1984
BS, Marketing
Hartford Funds June 2012 - Present
BlackRock 2005 - 2012
BlackRock April 2001 - May 2005
BlackRock September 1998 - April 2001
CoreStates Investment Advisors June 1996 - August 1998
Meridian Asset Management February 1993 - June 1996
Skills
Portfolio Management, Performance Attribution, Risk Measurement, Fixed Income Trading, Fixed Income Products, Fixed Income, Model Portfolios, Mutual Funds, Fixed Income Research, Liquidity, Analysis, Financial Markets, Securities, Risk Management, Finance, Hedge Funds, Money Market, Funding, Asset Allocation, Strategy, Investment Management, Trading, Financial Risk, Mergers & Acquisitions, Capital Markets, Bloomberg, Economics, Options, Institutional..., Investments, Equity Research, Asset Management, Fixed Income Analysis, Financial Services, Credit, Bonds, Alternative Investments, ETFs, Derivatives, Structured Products, Trading Systems, Series 63, Investment Strategies
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA)
York College of Pennsylvania 1980 — 1984
BS, Marketing
Charlee Herman, MBA's Hartford Funds Experience June 2012 - April 2015
Job Financial Analyst II at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters April 2015 - Present
Hartford Funds June 2012 - April 2015
Hartford Funds March 2011 - June 2012
US Bank Home Mortgage September 2010 - February 2011
Wells Fargo November 2009 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Time Management, Financial Analysis, Leadership, Finance, Mutual Funds, Investments, Account Management, Bloomberg, Equities
Education
University of Wisconsin-River Falls 2012 — 2014
Master of Business Administration (MBA), 3.93
Nankai University 2010 — 2010
Business and Economics, 4.0
University of Minnesota Duluth 2006 — 2010
B.B.A., Finance, 3.40
Hastings High School 2002 — 2006
Diploma
Thomson Reuters April 2015 - Present
Hartford Funds June 2012 - April 2015
Hartford Funds March 2011 - June 2012
US Bank Home Mortgage September 2010 - February 2011
Wells Fargo November 2009 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Time Management, Financial Analysis, Leadership, Finance, Mutual Funds, Investments, Account Management, Bloomberg, Equities
Education
University of Wisconsin-River Falls 2012 — 2014
Master of Business Administration (MBA), 3.93
Nankai University 2010 — 2010
Business and Economics, 4.0
University of Minnesota Duluth 2006 — 2010
B.B.A., Finance, 3.40
Hastings High School 2002 — 2006
Diploma
Keraya Jefferson Keraya Jefferson's Hartford Funds Experience August 2014 - Present
Job Chief Compliance Officer at Hartford Funds Distributors
Industry Investment Management
Experience
Hartford Funds August 2014 - Present
Morgan Stanley Investment Management October 2005 - August 2014
Financial Industry Regulatory Authority (formerly NASD) June 2000 - October 2005
Skills
FINRA Registered, Series 7, Series 24, Series 79, Broker-Dealer, Transfer Agency, Unit Investment Trusts, Risk Management, Alternative Investments, Marketing Communications, Policies & Procedures, Mutual Funds, Investment Advisory, FINRA, Investment Management, Investments
Education
Irvington High
Rutgers University-New Brunswick
MBA, Strategic Management
Rutgers University
Bachelor of Science (B.S.), Finance
Hartford Funds August 2014 - Present
Morgan Stanley Investment Management October 2005 - August 2014
Financial Industry Regulatory Authority (formerly NASD) June 2000 - October 2005
Skills
FINRA Registered, Series 7, Series 24, Series 79, Broker-Dealer, Transfer Agency, Unit Investment Trusts, Risk Management, Alternative Investments, Marketing Communications, Policies & Procedures, Mutual Funds, Investment Advisory, FINRA, Investment Management, Investments
Education
Irvington High
Rutgers University-New Brunswick
MBA, Strategic Management
Rutgers University
Bachelor of Science (B.S.), Finance
Kate Schell's Hartford Funds Experience November 2014 - March 2015
Job Risk Manager at Legal & General America
Industry Financial Services
Experience
Legal & General America April 2015 - Present
Hartford Funds November 2014 - March 2015
Voya Financial September 2013 - October 2014
ING U.S. September 2011 - September 2013
Penn Mutual March 2009 - September 2011
Penn Mutual November 2007 - March 2009
Ernst & Young July 2005 - October 2007
Skills
Series 7, Internal Audit, Internal Controls, Audit, Financial Reporting, GAAP, Risk Assessment, Accounting, Risk, Insurance, Auditing, Financial Risk, Project Management, Derivatives, Securities, Financial Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Risk Management, Process Improvement, Financial Modeling, CPA, Financial Planning, Management, Financial Services
Education
Penn State University 2001 — 2005
BS, Accounting
Legal & General America April 2015 - Present
Hartford Funds November 2014 - March 2015
Voya Financial September 2013 - October 2014
ING U.S. September 2011 - September 2013
Penn Mutual March 2009 - September 2011
Penn Mutual November 2007 - March 2009
Ernst & Young July 2005 - October 2007
Skills
Series 7, Internal Audit, Internal Controls, Audit, Financial Reporting, GAAP, Risk Assessment, Accounting, Risk, Insurance, Auditing, Financial Risk, Project Management, Derivatives, Securities, Financial Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Risk Management, Process Improvement, Financial Modeling, CPA, Financial Planning, Management, Financial Services
Education
Penn State University 2001 — 2005
BS, Accounting
Joseph Bucolo Joseph Bucolo's Hartford Funds Experience January 2015 - Present
Job Channel Marketing Analyst
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
Hartford Funds August 2012 - January 2015
The Hartford January 2011 - August 2012
ING July 2005 - November 2010
Janney Montgomery Scott May 2004 - July 2005
Skills
Series 63, Investments, Insurance, Mutual Funds, Financial Services, Retirement, Retirement Planning, Fixed Annuities, Series 6, Series 7
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
Communication Studies
Hartford Funds January 2015 - Present
Hartford Funds August 2012 - January 2015
The Hartford January 2011 - August 2012
ING July 2005 - November 2010
Janney Montgomery Scott May 2004 - July 2005
Skills
Series 63, Investments, Insurance, Mutual Funds, Financial Services, Retirement, Retirement Planning, Fixed Annuities, Series 6, Series 7
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
Communication Studies
Danielle Tague Danielle Tague's Hartford Funds Experience May 2011 - May 2013
Job Experienced Administrative Assistant
Industry Financial Services
Experience
Hartford Funds May 2011 - May 2013
Planco, LLC December 2006 - July 2009
PNC Bank October 2006 - February 2007
Montgomery Hospital September 2003 - June 2006
Skills
Salesforce.com, Concur, SQL Navigator, PeopleSoft, Ernst and Young
Education
West Chester University of Pennsylvania 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Montgomery County Community College 2008 — 2010
Associate's Degree, Business Administration and Management, General
Hartford Funds May 2011 - May 2013
Planco, LLC December 2006 - July 2009
PNC Bank October 2006 - February 2007
Montgomery Hospital September 2003 - June 2006
Skills
Salesforce.com, Concur, SQL Navigator, PeopleSoft, Ernst and Young
Education
West Chester University of Pennsylvania 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Montgomery County Community College 2008 — 2010
Associate's Degree, Business Administration and Management, General
Richard Benn Richard Benn's Hartford Funds Experience May 2013 - Present
Job Regional Vice President at The Hartford
Industry Financial Services
Experience
Hartford Funds May 2013 - Present
RS Funds December 2004 - April 2013
Skills
Sales, Public Speaking, Investment Advisory, Seminars, Equity Trading, Equity Research, Fixed Income Analysis, Financial Planning, Investments, Securities, 401k, Financial Advisory, Retirement, Wealth Management, Alternative Investments, Series 63
Education
Iona College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Guardian Wholesaler University
Hartford Funds May 2013 - Present
RS Funds December 2004 - April 2013
Skills
Sales, Public Speaking, Investment Advisory, Seminars, Equity Trading, Equity Research, Fixed Income Analysis, Financial Planning, Investments, Securities, 401k, Financial Advisory, Retirement, Wealth Management, Alternative Investments, Series 63
Education
Iona College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Guardian Wholesaler University
David Stortini David Stortini's Hartford Funds Experience March 2015 - Present
Job Product Management Analyst
Industry Investment Management
Experience
Hartford Funds March 2015 - Present
Lincoln Financial Advisors August 2010 - March 2015
Vanguard December 2007 - July 2010
Skills
Retirement Planning, Retirement, Investments
Education
Saint Joseph's University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Management
Hartford Funds March 2015 - Present
Lincoln Financial Advisors August 2010 - March 2015
Vanguard December 2007 - July 2010
Skills
Retirement Planning, Retirement, Investments
Education
Saint Joseph's University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Management
Elyse Ko Elyse Ko's Hartford Funds Experience February 2014 - Present
Job Operations Consultant at The Hartford | Manager | Process Improvement
Industry Consumer Services
Experience
Hartford Funds February 2014 - Present
The Hartford May 1998 - February 2014
Skills
Process Improvement, Mutual Funds, Financial Services, Leadership, Project Management, Team Building, Insurance, Management, Customer Service, Business Process..., Risk Management, Financial Analysis, Call Centers, Sales, Investments, Employee Training
Education
The College of St. Scholastica 2004 — 2006
Master of Arts (M.A.), Organizational Leadership & Development
Concordia University-St. Paul 1999 — 2002
Bachelor of Arts (B.A.)
Woodbury Highshcool
Hartford Funds February 2014 - Present
The Hartford May 1998 - February 2014
Skills
Process Improvement, Mutual Funds, Financial Services, Leadership, Project Management, Team Building, Insurance, Management, Customer Service, Business Process..., Risk Management, Financial Analysis, Call Centers, Sales, Investments, Employee Training
Education
The College of St. Scholastica 2004 — 2006
Master of Arts (M.A.), Organizational Leadership & Development
Concordia University-St. Paul 1999 — 2002
Bachelor of Arts (B.A.)
Woodbury Highshcool
Philip Marano Philip Marano's Hartford Funds Experience May 2015 - Present
Job Internal Advisor Consultant Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2015 - Present
Hartford Funds October 2014 - April 2015
BodyArmor Nutrition July 2014 - October 2014
Beat the Streets Providence Wrestling November 2013 - May 2014
Brown University September 2009 - May 2014
Junior Achievement of Rhode Island January 2013 - May 2013
Moses Brown School September 2011 - June 2012
Education
Brown University 2009 — 2014
Bachelor of Arts (B.A.)
Hartford Funds May 2015 - Present
Hartford Funds October 2014 - April 2015
BodyArmor Nutrition July 2014 - October 2014
Beat the Streets Providence Wrestling November 2013 - May 2014
Brown University September 2009 - May 2014
Junior Achievement of Rhode Island January 2013 - May 2013
Moses Brown School September 2011 - June 2012
Education
Brown University 2009 — 2014
Bachelor of Arts (B.A.)
Michelle (Shelley) Rodriguez's Hartford Funds Experience March 2014 - Present
Job Financial Services Manager, Sr. Operations Consultant | Building Relationships, Improving Processes and Engaging People
Industry Financial Services
Experience
Hartford Funds March 2014 - Present
Hartford Funds March 2009 - March 2014
Hartford Funds March 2006 - March 2009
Hartford Funds September 2001 - March 2006
Fortis Investments November 1995 - June 1999
Skills
Mutual Funds, Process Improvement, Customer Service, Relationship Management, Transfer Agency, Business Analysis, Vendor Management, Financial Services, Customer Relations, Management, Leadership, Call Centers, Team Building, Team Leadership, Operations Management, Problem Solving, Series 6, Account Management, Customer Satisfaction, Call Center, Word, Negotiation, NICSA Member, Cross-functional Team..., Escalation Resolution, Escalation Process, Microsoft Word, SharePoint, Salesforce.com, Business Process..., Microsoft Office, Securities, Strategic Planning, Change Management, Customer Experience, Analysis, Relationship Building, Business Process, Customer Retention
Education
Minnesota School of Business 2008 — 2016
In progress, Business Administration, 4.0 GPA
Hartford Funds March 2014 - Present
Hartford Funds March 2009 - March 2014
Hartford Funds March 2006 - March 2009
Hartford Funds September 2001 - March 2006
Fortis Investments November 1995 - June 1999
Skills
Mutual Funds, Process Improvement, Customer Service, Relationship Management, Transfer Agency, Business Analysis, Vendor Management, Financial Services, Customer Relations, Management, Leadership, Call Centers, Team Building, Team Leadership, Operations Management, Problem Solving, Series 6, Account Management, Customer Satisfaction, Call Center, Word, Negotiation, NICSA Member, Cross-functional Team..., Escalation Resolution, Escalation Process, Microsoft Word, SharePoint, Salesforce.com, Business Process..., Microsoft Office, Securities, Strategic Planning, Change Management, Customer Experience, Analysis, Relationship Building, Business Process, Customer Retention
Education
Minnesota School of Business 2008 — 2016
In progress, Business Administration, 4.0 GPA
Walter Garger Walter Garger's Hartford Funds Experience May 2013 - Present
Job General Counsel at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2013 - Present
The Hartford Financial Services Group 1995 - Present
Bingham McCutchen 1993 - 1995
Dewey Ballantine LLP 1990 - 1993
Skills
Corporate Governance, Litigation Management, Securities Regulation, Securities, Mutual Funds, Mergers & Acquisitions, Corporate Law, FINRA, Insurance, Insurance Law, Arbitration, Due Diligence, Legal Compliance, Legal Research, Legal Writing, Licensing, Risk Management
Education
Pace University School of Law 1987 — 1990
Doctor of Law (J.D.)
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Hartford Funds May 2013 - Present
The Hartford Financial Services Group 1995 - Present
Bingham McCutchen 1993 - 1995
Dewey Ballantine LLP 1990 - 1993
Skills
Corporate Governance, Litigation Management, Securities Regulation, Securities, Mutual Funds, Mergers & Acquisitions, Corporate Law, FINRA, Insurance, Insurance Law, Arbitration, Due Diligence, Legal Compliance, Legal Research, Legal Writing, Licensing, Risk Management
Education
Pace University School of Law 1987 — 1990
Doctor of Law (J.D.)
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Jac McLean's Hartford Funds Experience January 2013 - Present
Job Head of Distribution at Hartford Funds
Industry Investment Management
Experience
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
Daniel DiCandilo Daniel DiCandilo's Hartford Funds Experience November 2007 - May 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Hartford Funds November 2007 - May 2013
PLANCO January 1997 - November 2007
Education
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones September 2013 - Present
Hartford Funds November 2007 - May 2013
PLANCO January 1997 - November 2007
Education
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Gregory Potamis, CRPC® Gregory Potamis, CRPC®'s Hartford Funds Experience 2002 - 2003
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Kevin Parent's Hartford Funds Experience August 2014 - Present
Job Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2014 - Present
Franklin Templeton Investments May 2011 - August 2014
Franklin Templeton Investments June 2010 - May 2011
Chase May 2009 - May 2010
American General Finance May 2008 - May 2009
Tri Counties Bank May 2007 - May 2008
Skills
Series 6, Series 63, Series 7, Mutual Funds, CRM, Retirement Planning, Sales, Selling, Banking, Financial Services, 401k, Investments
Education
California State University-Chico 2005 — 2009
BS, Business - Marketing
Hartford Funds August 2014 - Present
Franklin Templeton Investments May 2011 - August 2014
Franklin Templeton Investments June 2010 - May 2011
Chase May 2009 - May 2010
American General Finance May 2008 - May 2009
Tri Counties Bank May 2007 - May 2008
Skills
Series 6, Series 63, Series 7, Mutual Funds, CRM, Retirement Planning, Sales, Selling, Banking, Financial Services, 401k, Investments
Education
California State University-Chico 2005 — 2009
BS, Business - Marketing
Taylor W Grant's Hartford Funds Experience October 2013 - Present
Job Investment Analyst at Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
Paul Koehler's Hartford Funds Experience May 2004 - June 2011
Job Sales at Optcapital, LLC
Industry Investment Management
Experience
Optcapital, LLC August 2015 - Present
Shawn Inc. December 2014 - July 2015
Pacer Financial February 2013 - November 2014
PKO Investments, LLC September 2011 - February 2013
Hartford Funds May 2004 - June 2011
Hartford Funds September 2000 - May 2004
R.H. Donnelley September 1999 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation, ETFs, Series 6, 401k, Retirement, Variable Annuities, Financial Advisory, Strategic Financial..., Wealth Management, Investment Management, Exchange Traded Products, Alternative Investments, Insurance, Wholesale
Education
Lindsey Wilson College 1995 — 1999
B.A., History
Optcapital, LLC August 2015 - Present
Shawn Inc. December 2014 - July 2015
Pacer Financial February 2013 - November 2014
PKO Investments, LLC September 2011 - February 2013
Hartford Funds May 2004 - June 2011
Hartford Funds September 2000 - May 2004
R.H. Donnelley September 1999 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation, ETFs, Series 6, 401k, Retirement, Variable Annuities, Financial Advisory, Strategic Financial..., Wealth Management, Investment Management, Exchange Traded Products, Alternative Investments, Insurance, Wholesale
Education
Lindsey Wilson College 1995 — 1999
B.A., History
Susan Koch's Hartford Funds Experience April 2007 - May 2015
Job Business Systems Analyst at Travelers
Industry Financial Services
Experience
Travelers June 2015 - Present
Hartford Funds April 2007 - May 2015
The Hartford May 2004 - March 2007
The Hartford April 2000 - April 2004
Skills
Business Analysis, Business Requirements, Process Improvement, SharePoint, Requirements Gathering, SDLC, Visio, Financial Services, Vendor Management, Business Process..., Project Management, User Acceptance Testing, Requirements Analysis, Insurance, Problem Solving, Usability, Web Design, Agile Methodologies, Reporting & Analysis, Collaboration Tools, SQL, Troubleshooting, Facilitation, IVR, User Experience Design
Education
Metropolitan State University 2012 — 2015
Master of Science (M.S.), Technical Communication
University of Saint Thomas - School of Business 2006 — 2011
MBA, Management, Decision Sciences
Globe College 2002 — 2006
Associate of Applied Science, Web Design & Development
University of St. Thomas 1994 — 1996
BA, Political Science & Spanish
Travelers June 2015 - Present
Hartford Funds April 2007 - May 2015
The Hartford May 2004 - March 2007
The Hartford April 2000 - April 2004
Skills
Business Analysis, Business Requirements, Process Improvement, SharePoint, Requirements Gathering, SDLC, Visio, Financial Services, Vendor Management, Business Process..., Project Management, User Acceptance Testing, Requirements Analysis, Insurance, Problem Solving, Usability, Web Design, Agile Methodologies, Reporting & Analysis, Collaboration Tools, SQL, Troubleshooting, Facilitation, IVR, User Experience Design
Education
Metropolitan State University 2012 — 2015
Master of Science (M.S.), Technical Communication
University of Saint Thomas - School of Business 2006 — 2011
MBA, Management, Decision Sciences
Globe College 2002 — 2006
Associate of Applied Science, Web Design & Development
University of St. Thomas 1994 — 1996
BA, Political Science & Spanish
Natalie Windle's Hartford Funds Experience January 2015 - Present
Job Operations Support Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
Hartford Funds July 2014 - January 2015
Hartford Funds January 2013 - July 2014
UHS September 2010 - January 2013
SAP March 2008 - September 2010
Skills
Training, Applicant Tracking..., Program Facilitation, New Hire Orientations, Recruiting, Talent Acquisition, Onboarding, Process Improvement, Human Resources, HRIS, Sourcing, Talent Management, SAP, Resume Writing, Management, Personnel Management, Temporary Placement, Hiring, College Recruiting
Education
Immaculata University 2009 — 2012
M.A., Organizational Leadership
Saint Joseph's University 2003 — 2007
B.S., Psychology, minor in Philosophy
Cardinal O'Hara
Hartford Funds January 2015 - Present
Hartford Funds July 2014 - January 2015
Hartford Funds January 2013 - July 2014
UHS September 2010 - January 2013
SAP March 2008 - September 2010
Skills
Training, Applicant Tracking..., Program Facilitation, New Hire Orientations, Recruiting, Talent Acquisition, Onboarding, Process Improvement, Human Resources, HRIS, Sourcing, Talent Management, SAP, Resume Writing, Management, Personnel Management, Temporary Placement, Hiring, College Recruiting
Education
Immaculata University 2009 — 2012
M.A., Organizational Leadership
Saint Joseph's University 2003 — 2007
B.S., Psychology, minor in Philosophy
Cardinal O'Hara
Dan Gribben's Hartford Funds Experience April 2011 - Present
Job Regional Vice President Advisor Consultant Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2011 - Present
The Hartford April 2010 - April 2011
Village Capital and Investment February 2008 - April 2010
New Century Mortgage 2004 - 2007
Skills
Mutual Funds, Investments, Series 63, Retirement Planning, 401k, Retirement, Insurance, Series 6, Fixed Annuities, Series 7, Strategic Financial...
Education
Pennsylvania State University 1994 — 2001
Bachelor of Arts (B.A.), Social Sciences (Business)
Hartford Funds April 2011 - Present
The Hartford April 2010 - April 2011
Village Capital and Investment February 2008 - April 2010
New Century Mortgage 2004 - 2007
Skills
Mutual Funds, Investments, Series 63, Retirement Planning, 401k, Retirement, Insurance, Series 6, Fixed Annuities, Series 7, Strategic Financial...
Education
Pennsylvania State University 1994 — 2001
Bachelor of Arts (B.A.), Social Sciences (Business)
Jesse Martin's Hartford Funds Experience November 2014 - Present
Job Regional Vice President Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds November 2014 - Present
American Century Investments November 2004 - November 2014
MFS Invesment Management & MFS - Sun Life Financial September 1999 - October 2004
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 1994 — 1998
Bachelor of Arts (BA), Economics
Hartford Funds November 2014 - Present
American Century Investments November 2004 - November 2014
MFS Invesment Management & MFS - Sun Life Financial September 1999 - October 2004
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 1994 — 1998
Bachelor of Arts (BA), Economics
Joe Melcher, CPA's Hartford Funds Experience September 2012 - Present
Job Chief Compliance Officer at Hartford Funds
Industry Investment Management
Experience
Hartford Funds September 2012 - Present
Touchstone Investments February 2010 - September 2012
Touchstone Investments and IFS Financial Services, Inc. January 2003 - February 2010
CUNA Brokerage Services, Inc. January 2000 - January 2003
Prudential Financial June 1997 - December 1999
Skills
Mutual Funds, FINRA, Securities Regulation, Policy, Internal Audit
Education
Auburn University
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Hartford Funds September 2012 - Present
Touchstone Investments February 2010 - September 2012
Touchstone Investments and IFS Financial Services, Inc. January 2003 - February 2010
CUNA Brokerage Services, Inc. January 2000 - January 2003
Prudential Financial June 1997 - December 1999
Skills
Mutual Funds, FINRA, Securities Regulation, Policy, Internal Audit
Education
Auburn University
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Rick Monterosso's Hartford Funds Experience April 2013 - Present
Job Consultant Relations Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2013 - Present
Hartford Funds April 2010 - March 2013
Hartford Funds April 2007 - April 2010
Hartford Funds January 2005 - April 2007
Hartford Funds March 2004 - December 2004
Education
Penn State University 2006 — 2008
Master of Business Administration (M.B.A.)
Penn State University 1999 — 2003
Bachelor’s Degree, Actuarial Science
Hartford Funds April 2013 - Present
Hartford Funds April 2010 - March 2013
Hartford Funds April 2007 - April 2010
Hartford Funds January 2005 - April 2007
Hartford Funds March 2004 - December 2004
Education
Penn State University 2006 — 2008
Master of Business Administration (M.B.A.)
Penn State University 1999 — 2003
Bachelor’s Degree, Actuarial Science
Hilary Ackermann's Hartford Funds Experience September 2014 - Present
Job Member of Board of Directors at Dynegy Inc.
Industry Oil & Energy
Experience
Hartford Funds September 2014 - Present
Dynegy Inc. October 2012 - Present
Goldman Sachs Bank USA October 2008 - March 2012
Goldman Sachs & Co January 2002 - March 2012
Goldman Sachs & Co December 1987 - December 2001
Goldman Sachs & Co January 1985 - November 1987
Swiss Bank Corporation September 1981 - January 1985
Skills
Risk Management, Equities, Derivatives, Mergers & Acquisitions, Structured Finance, Financial Analysis, Loans, Credit Risk, Investment Banking, Fixed Income, Credit Analysis, Banking, Hedge Funds, Financial Risk, FX Options, Credit, Trading, Financial Services, Financial Structuring, Corporate Finance, Commodity
Education
Georgetown University 1973 — 1977
Bachelor of Science (B.S.), Russian
Hartford Funds September 2014 - Present
Dynegy Inc. October 2012 - Present
Goldman Sachs Bank USA October 2008 - March 2012
Goldman Sachs & Co January 2002 - March 2012
Goldman Sachs & Co December 1987 - December 2001
Goldman Sachs & Co January 1985 - November 1987
Swiss Bank Corporation September 1981 - January 1985
Skills
Risk Management, Equities, Derivatives, Mergers & Acquisitions, Structured Finance, Financial Analysis, Loans, Credit Risk, Investment Banking, Fixed Income, Credit Analysis, Banking, Hedge Funds, Financial Risk, FX Options, Credit, Trading, Financial Services, Financial Structuring, Corporate Finance, Commodity
Education
Georgetown University 1973 — 1977
Bachelor of Science (B.S.), Russian
Joseph Boyle, CFA CPA's Hartford Funds Experience May 2014 - Present
Job Fixed Income Product Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2014 - Present
Aberdeen Asset Management September 2011 - April 2014
Capmark Finance 2000 - August 2011
Maillie, Falconiero & Company, LLP September 1998 - July 2000
Skills
Portfolio Management, Asset Managment, Valuation, CMBS, Investments
Education
James Madison University 1994 — 1998
St. Joseph's Prep 1990 — 1994
Hartford Funds May 2014 - Present
Aberdeen Asset Management September 2011 - April 2014
Capmark Finance 2000 - August 2011
Maillie, Falconiero & Company, LLP September 1998 - July 2000
Skills
Portfolio Management, Asset Managment, Valuation, CMBS, Investments
Education
James Madison University 1994 — 1998
St. Joseph's Prep 1990 — 1994
Darren Olson, ChFC®'s Hartford Funds Experience March 2013 - May 2015
Job Senior Associate, Marketing CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
Doug Kreszl's Hartford Funds Experience December 2013 - April 2015
Job Director of Sales and Marketing at National Benefit Partners
Industry Insurance
Experience
National Benefit Partners May 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford January 2013 - December 2013
Mercer Investment Consulting 2007 - December 2012
Mercer Investment Consulting 2004 - 2009
Mercer June 2002 - August 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Optimization, Asset Management, Investment Management, Pensions, Hedge Funds, Investments, Defined Contribution, Equities, Financial Analysis, Investment Strategies, Institutional..., Portfolio Management, Defined Benefit
Education
Rider University 1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude
National Benefit Partners May 2015 - Present
Hartford Funds December 2013 - April 2015
The Hartford January 2013 - December 2013
Mercer Investment Consulting 2007 - December 2012
Mercer Investment Consulting 2004 - 2009
Mercer June 2002 - August 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Optimization, Asset Management, Investment Management, Pensions, Hedge Funds, Investments, Defined Contribution, Equities, Financial Analysis, Investment Strategies, Institutional..., Portfolio Management, Defined Benefit
Education
Rider University 1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude
Eric Levinson's Hartford Funds Experience March 2013 - Present
Job Senior National Account Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2013 - Present
AllianceBernstein April 2012 - July 2012
AllianceBernstein January 2010 - April 2012
AllianceBernstein March 2004 - January 2010
AllianceBernstein January 1999 - March 2003
Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Business Development, Executive Management, Investment Management, Leadership, Management, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Product Development, Product Management, Relationship Management, Retail, Sales, Sales Management, Separately Managed..., Strategy, Talent Management, Wealth Management, Asset Allocation, Series 7
Education
Occidental College 1988 — 1992
BA, Diplomacy and World Affairs, Minor in Asian Studies
Phillips Academy, Andover 1986 — 1988
Hartford Funds March 2013 - Present
AllianceBernstein April 2012 - July 2012
AllianceBernstein January 2010 - April 2012
AllianceBernstein March 2004 - January 2010
AllianceBernstein January 1999 - March 2003
Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Business Development, Executive Management, Investment Management, Leadership, Management, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Product Development, Product Management, Relationship Management, Retail, Sales, Sales Management, Separately Managed..., Strategy, Talent Management, Wealth Management, Asset Allocation, Series 7
Education
Occidental College 1988 — 1992
BA, Diplomacy and World Affairs, Minor in Asian Studies
Phillips Academy, Andover 1986 — 1988
Kevin Roselle's Hartford Funds Experience June 2015 - Present
Job Financial Analyst Cost & Budget at Hartford Funds
Industry Publishing
Experience
Hartford Funds June 2015 - Present
PECO Energy October 2012 - May 2015
Dow Jones January 2012 - October 2012
Dow Jones November 2009 - January 2012
AlliedBarton Security Services October 2004 - July 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Management, Finance
Education
Saint Joseph's University 1998 — 2002
St. Joe's Prep 1994 — 1998
Hartford Funds June 2015 - Present
PECO Energy October 2012 - May 2015
Dow Jones January 2012 - October 2012
Dow Jones November 2009 - January 2012
AlliedBarton Security Services October 2004 - July 2009
Skills
Financial Modeling, Financial Analysis, Investments, Analysis, Management, Finance
Education
Saint Joseph's University 1998 — 2002
St. Joe's Prep 1994 — 1998
Nathan Fair's Hartford Funds Experience June 2013 - Present
Job Regional VP Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Jim Davey's Hartford Funds Experience August 2010 - Present
Job President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2010 - Present
The Hartford 2008 - 2010
The Hartford 2006 - 2008
The Hartford 2002 - 2006
Merrill Lynch 1992 - 2002
Education
King's College
Bachelor of Arts (B.A.), Marketing
University of Notre Dame
Master of Business Administration (M.B.A.)
Hartford Funds August 2010 - Present
The Hartford 2008 - 2010
The Hartford 2006 - 2008
The Hartford 2002 - 2006
Merrill Lynch 1992 - 2002
Education
King's College
Bachelor of Arts (B.A.), Marketing
University of Notre Dame
Master of Business Administration (M.B.A.)
Shannon O'Neill, CPA, MBA's Hartford Funds Experience April 2014 - Present
Job VP and Controller at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2014 - Present
Hartford Funds May 2013 - April 2014
Gibraltar Capital and Asset Management, LLC (a subsidiary of Toll Brothers, Inc.) August 2011 - November 2012
ING DIRECT March 2008 - August 2011
ING DIRECT December 2005 - March 2008
PricewaterhouseCoopers 2004 - 2005
ParenteBeard LLC 2002 - 2004
Maillie, Falconiero & Company, LLP January 2001 - August 2002
Skills
Auditing, Financial Analysis, Financial Risk, Internal Controls, Financial Reporting, Financial Accounting, Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, General Ledger, CPA, Loans, Cash Management
Education
Indiana University of Pennsylvania 1999 — 2000
MBA, Accounting anf Finance
Indiana University of Pennsylvania 1995 — 1999
B.S, Accounting and Management
Hartford Funds April 2014 - Present
Hartford Funds May 2013 - April 2014
Gibraltar Capital and Asset Management, LLC (a subsidiary of Toll Brothers, Inc.) August 2011 - November 2012
ING DIRECT March 2008 - August 2011
ING DIRECT December 2005 - March 2008
PricewaterhouseCoopers 2004 - 2005
ParenteBeard LLC 2002 - 2004
Maillie, Falconiero & Company, LLP January 2001 - August 2002
Skills
Auditing, Financial Analysis, Financial Risk, Internal Controls, Financial Reporting, Financial Accounting, Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, General Ledger, CPA, Loans, Cash Management
Education
Indiana University of Pennsylvania 1999 — 2000
MBA, Accounting anf Finance
Indiana University of Pennsylvania 1995 — 1999
B.S, Accounting and Management
Michael Flook's Hartford Funds Experience November 2014 - Present
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Laurie Schneider Waters's Hartford Funds Experience November 2007 - Present
Job Senior Events Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds November 2007 - Present
The Hartford October 2005 - October 2007
The Hartford June 2004 - September 2005
The Hartford January 2004 - May 2004
Education
Neumann University 1999 — 2003
Bachlors of Science, Marketing
Huron University
International Student Exchange Program, Fall 2001
Hartford Funds November 2007 - Present
The Hartford October 2005 - October 2007
The Hartford June 2004 - September 2005
The Hartford January 2004 - May 2004
Education
Neumann University 1999 — 2003
Bachlors of Science, Marketing
Huron University
International Student Exchange Program, Fall 2001
Michelle Houser's Hartford Funds Experience January 2015 - Present
Job Product Management Analyst
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
BNY Mellon May 2011 - January 2015
BNY Mellon December 2007 - April 2011
BNY Mellon June 2005 - November 2007
Skills
Financial Services, Fund Administration, Board of Directors..., Mutual Funds, SEC filings, Sarbanes-Oxley Act, Equities, Investment Advisory, Asset Management, Securities, Accounting, Investment Management, Fixed Income, Corporate Actions, Fund Of Funds, Swaps, Financial Reporting, Bloomberg Terminal, Derivatives, Account Reconciliation, Valuation, Investments, Bonds, FX Options, Options, Currency, Credit Derivatives, Equity Derivatives, Auditing, GAAP, Equity Valuation, Bloomberg, Fund Accounting
Education
La Salle University - School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Management
La Salle University - School of Business Administration 2001 — 2005
Bachelors, Accounting & Finance
Hartford Funds January 2015 - Present
BNY Mellon May 2011 - January 2015
BNY Mellon December 2007 - April 2011
BNY Mellon June 2005 - November 2007
Skills
Financial Services, Fund Administration, Board of Directors..., Mutual Funds, SEC filings, Sarbanes-Oxley Act, Equities, Investment Advisory, Asset Management, Securities, Accounting, Investment Management, Fixed Income, Corporate Actions, Fund Of Funds, Swaps, Financial Reporting, Bloomberg Terminal, Derivatives, Account Reconciliation, Valuation, Investments, Bonds, FX Options, Options, Currency, Credit Derivatives, Equity Derivatives, Auditing, GAAP, Equity Valuation, Bloomberg, Fund Accounting
Education
La Salle University - School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Management
La Salle University - School of Business Administration 2001 — 2005
Bachelors, Accounting & Finance
Martin Swanson's Hartford Funds Experience May 1998 - Present
Job EVP, Chief Marketing Office, Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 1998 - Present
PaineWebber 1989 - May 1998
Education
Lafayette College 1981 — 1985
B.A., Economics
Hartford Funds May 1998 - Present
PaineWebber 1989 - May 1998
Education
Lafayette College 1981 — 1985
B.A., Economics
Tricia (Jones) Lynam's Hartford Funds Experience May 2013 - January 2014
Job Style Partner at JHilburn
Industry Apparel & Fashion
Experience
JHilburn August 2013 - Present
Hartford Funds May 2013 - January 2014
Hartford Funds January 2011 - May 2013
The Hartford December 2009 - January 2011
PLANCO March 2007 - December 2009
The Hartford, Germany July 2008 - December 2008
PLANCO January 2005 - March 2007
PLANCO June 2004 - January 2005
PLANCO May 2002 - June 2004
Skills
Mutual Funds, Marketing Communications, Marketing Strategy, Series 6, Public Relations, Web Marketing, Digital Marketing, Start-ups
Education
Penn State University 1998 — 2002
Business, Marketing
JHilburn August 2013 - Present
Hartford Funds May 2013 - January 2014
Hartford Funds January 2011 - May 2013
The Hartford December 2009 - January 2011
PLANCO March 2007 - December 2009
The Hartford, Germany July 2008 - December 2008
PLANCO January 2005 - March 2007
PLANCO June 2004 - January 2005
PLANCO May 2002 - June 2004
Skills
Mutual Funds, Marketing Communications, Marketing Strategy, Series 6, Public Relations, Web Marketing, Digital Marketing, Start-ups
Education
Penn State University 1998 — 2002
Business, Marketing
Colleen Skellenger's Hartford Funds Experience May 2012 - Present
Job Divisional Assistant Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2012 - Present
The Hartford October 2011 - April 2012
Allstate July 2009 - October 2011
PLANCO/ The Hartford August 2007 - November 2008
PLANCO/ The Hartford January 2006 - August 2007
Skills
Cognos Upfront, Concur, Microsoft Office, Ernst & Young Calendar, Talent Suite, Salesforce.com, PowerPoint, Customer Service, Outlook, Claim, Mutual Funds
Education
Monmouth University 2000 — 2004
Bachelor of Arts (B.A.), Communication Studies
Cabrini College
Teachers Certification/ M. Ed
Hartford Funds May 2012 - Present
The Hartford October 2011 - April 2012
Allstate July 2009 - October 2011
PLANCO/ The Hartford August 2007 - November 2008
PLANCO/ The Hartford January 2006 - August 2007
Skills
Cognos Upfront, Concur, Microsoft Office, Ernst & Young Calendar, Talent Suite, Salesforce.com, PowerPoint, Customer Service, Outlook, Claim, Mutual Funds
Education
Monmouth University 2000 — 2004
Bachelor of Arts (B.A.), Communication Studies
Cabrini College
Teachers Certification/ M. Ed
Don Diehl's Hartford Funds Experience 2012 - Present
Job Hartford Funds — Marketing Assistant Director
Industry Financial Services
Experience
Hartford Funds 2012 - Present
The Hartford 2010 - 2012
PLANCO 2005 - 2010
PLANCO 2000 - 2005
Harleysville Insurance 1988 - 2000
Harleysville Insurance 1983 - 1988
Education
College for Financial Planning
CRPC Designation - Chartered Retirement Planning Counselor
Ursinus College 1992 — 1996
Marketing Certificate, Marketing
Indiana University of Pennsylvania 1979 — 1983
Bachelor's Degree, Bachelor of Fine Arts
Hartford Funds 2012 - Present
The Hartford 2010 - 2012
PLANCO 2005 - 2010
PLANCO 2000 - 2005
Harleysville Insurance 1988 - 2000
Harleysville Insurance 1983 - 1988
Education
College for Financial Planning
CRPC Designation - Chartered Retirement Planning Counselor
Ursinus College 1992 — 1996
Marketing Certificate, Marketing
Indiana University of Pennsylvania 1979 — 1983
Bachelor's Degree, Bachelor of Fine Arts
Brian Kraus, CFA's Hartford Funds Experience March 2015 - Present
Job Senior Investment Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2015 - Present
BNY Mellon January 2013 - March 2015
Lockwood Advisors, Inc. August 2011 - January 2013
Lockwood Advisors, Inc. April 2006 - August 2011
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Investments, Financial Advisory, Finance, ETFs, Mutual Funds, Management, Series 7
Education
Fairfield University 1997 — 2001
St. Jospeh's Prep 1993 — 1997
Hartford Funds March 2015 - Present
BNY Mellon January 2013 - March 2015
Lockwood Advisors, Inc. August 2011 - January 2013
Lockwood Advisors, Inc. April 2006 - August 2011
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Investments, Financial Advisory, Finance, ETFs, Mutual Funds, Management, Series 7
Education
Fairfield University 1997 — 2001
St. Jospeh's Prep 1993 — 1997
A. Carter Gardy, Jr.'s Hartford Funds Experience May 2013 - Present
Job Sr. Sales Consultant, DCIO, CRPS
Industry Financial Services
Experience
Hartford Funds May 2013 - Present
Merrill Lynch & Co January 2010 - November 2012
Lincoln Financial Group January 2007 - January 2010
Wachovia Bank January 2007 - January 2007
Mass Mutual Financial Group January 2005 - January 2007
Skills
Variable Annuities, Fixed Annuities, ETFs, 401k, Retirement, Wealth Management, Asset Allocation, Life Insurance, Series 7, Series 63, Series 65, Charterd Retirement...
Education
Walden University 2007 — 2010
Masters of Business Administration, Finance
Delaware Valley College 1996 — 1997
Bachelor of Science, Accounting
Kutztown University 1981 — 1985
Bachelor of Science, Business Administration and Marketing
Hartford Funds May 2013 - Present
Merrill Lynch & Co January 2010 - November 2012
Lincoln Financial Group January 2007 - January 2010
Wachovia Bank January 2007 - January 2007
Mass Mutual Financial Group January 2005 - January 2007
Skills
Variable Annuities, Fixed Annuities, ETFs, 401k, Retirement, Wealth Management, Asset Allocation, Life Insurance, Series 7, Series 63, Series 65, Charterd Retirement...
Education
Walden University 2007 — 2010
Masters of Business Administration, Finance
Delaware Valley College 1996 — 1997
Bachelor of Science, Accounting
Kutztown University 1981 — 1985
Bachelor of Science, Business Administration and Marketing
Patrice Shermer's Hartford Funds Experience June 2013 - Present
Job Sr. Administrative Assistant to the Chief Investment Officer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds June 2013 - Present
HealthTronics, Inc. April 2012 - April 2013
Endo Pharmaceuticals August 2007 - June 2012
Monarch Staffing September 2006 - August 2007
CVM Engineers, Inc January 2005 - April 2006
IKON Office Solutions January 2001 - January 2005
Crozer-Keystone Health System January 1998 - January 2001
ARAMARK 1996 - 1998
Skills
SharePoint, Concur, Administrative..., Outlook, Microsoft Office, Travel Arrangements, Leadership, Training, Software Documentation, Management, SAP, Event Management, Access, Budgets, Human Resources, Administrative...
Education
Delaware County Community College 2013 — 2014
Associate Degree, Computer Science - Management Information Systems
The Chubb Institute-Keystone School
Diploma, Personal Computer Applications
Hartford Funds June 2013 - Present
HealthTronics, Inc. April 2012 - April 2013
Endo Pharmaceuticals August 2007 - June 2012
Monarch Staffing September 2006 - August 2007
CVM Engineers, Inc January 2005 - April 2006
IKON Office Solutions January 2001 - January 2005
Crozer-Keystone Health System January 1998 - January 2001
ARAMARK 1996 - 1998
Skills
SharePoint, Concur, Administrative..., Outlook, Microsoft Office, Travel Arrangements, Leadership, Training, Software Documentation, Management, SAP, Event Management, Access, Budgets, Human Resources, Administrative...
Education
Delaware County Community College 2013 — 2014
Associate Degree, Computer Science - Management Information Systems
The Chubb Institute-Keystone School
Diploma, Personal Computer Applications
abdulla mamdani's Hartford Funds Experience Mutual Fund AccountantHartford FundsJuly 2014 - Present
Job Mutual Fund Accountant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Nate Anderson, CMFC's Hartford Funds Experience January 2004 - July 2013
Job Divisional Vice President, AIG Annuities
Industry Financial Services
Experience
AIG Annuity August 2013 - Present
Hartford Funds January 2004 - July 2013
PDH, Inc. April 2001 - November 2003
Skills
Series 63, Mutual Funds, Series 6, Insurance, FINRA, IRAs, Life Insurance, Financial Services, Wholesale, Retirement, Fixed Annuities, Variable Annuities, 401k, Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Securities, Financial Planning, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1993 — 1997
B.S, A.S., Construction Technology, Architectural Technology
AIG Annuity August 2013 - Present
Hartford Funds January 2004 - July 2013
PDH, Inc. April 2001 - November 2003
Skills
Series 63, Mutual Funds, Series 6, Insurance, FINRA, IRAs, Life Insurance, Financial Services, Wholesale, Retirement, Fixed Annuities, Variable Annuities, 401k, Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Securities, Financial Planning, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1993 — 1997
B.S, A.S., Construction Technology, Architectural Technology
Travis Kortuem's Hartford Funds Experience August 2013 - March 2015
Job Federal Tax Senior Associate at KPMG US
Industry Banking
Experience
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
Brendan Tully, CFA's Hartford Funds Experience December 2014 - Present
Job Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Shane Brennan's Hartford Funds Experience August 2012 - March 2013
Job Investment Management Associate at BlackRock
Industry Legal Services
Experience
BlackRock May 2014 - Present
Brennan Strategy LLC June 2013 - Present
Hartford Funds August 2012 - March 2013
The Hartford November 2010 - July 2012
Skills
Financial Modeling, Investments, Strategic Planning, Financial Analysis, Mutual Funds, Valuation, Microsoft Office, PowerPoint, Series 63, Sales, Fixed Income, Microsoft Excel, Uniform Combined State..., Corporate Finance, Business Analysis, Series 6, Analysis, Financial Advisory, Strategic Financial..., Finance, Marketing, Wealth Management, Equities, Risk Management, Alternative Investments, Securities, Insurance, Series 7, Financial Services, 401k, Retirement Planning, Asset Allocation, Mergers & Acquisitions, CRM, FINRA
Education
Franklin & Marshall College 2006 — 2010
The Haverford School 1994 — 2006
BlackRock May 2014 - Present
Brennan Strategy LLC June 2013 - Present
Hartford Funds August 2012 - March 2013
The Hartford November 2010 - July 2012
Skills
Financial Modeling, Investments, Strategic Planning, Financial Analysis, Mutual Funds, Valuation, Microsoft Office, PowerPoint, Series 63, Sales, Fixed Income, Microsoft Excel, Uniform Combined State..., Corporate Finance, Business Analysis, Series 6, Analysis, Financial Advisory, Strategic Financial..., Finance, Marketing, Wealth Management, Equities, Risk Management, Alternative Investments, Securities, Insurance, Series 7, Financial Services, 401k, Retirement Planning, Asset Allocation, Mergers & Acquisitions, CRM, FINRA
Education
Franklin & Marshall College 2006 — 2010
The Haverford School 1994 — 2006
Lara Knudsen's Hartford Funds Experience 2014 - Present
Job Operations Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds 2014 - Present
Hartford Funds 2013 - 2014
Wells Fargo February 2012 - April 2013
Wells Fargo Bank January 2011 - February 2012
Wells Fargo Financial January 2009 - January 2011
Wells Fargo Financial August 2005 - January 2009
Wells Fargo June 2003 - August 2005
Skills
Leadership, Strategic Initiatives, CRM, Team Building, Process Improvement, Relationship Management, Business Development, Project Management, Coaching, Marketing, Financial Services, Mortgage Lending, Credit, Training, Salesforce.com, Analysis, Finance, Management, Sales, Strategy, Strategic Planning, Investments, Customer Service, Cross-functional Team..., Mortgage Banking, Credit Analysis, Sales Management, Mutual Funds, Credit Cards, Loans, Banking, Strategic Partnerships, Consumer Lending, Employee Training
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Economics, Magna cum Laude
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Business Management, Magna cum Laude
Lancaster University 2002 — 2002
Hartford Funds 2014 - Present
Hartford Funds 2013 - 2014
Wells Fargo February 2012 - April 2013
Wells Fargo Bank January 2011 - February 2012
Wells Fargo Financial January 2009 - January 2011
Wells Fargo Financial August 2005 - January 2009
Wells Fargo June 2003 - August 2005
Skills
Leadership, Strategic Initiatives, CRM, Team Building, Process Improvement, Relationship Management, Business Development, Project Management, Coaching, Marketing, Financial Services, Mortgage Lending, Credit, Training, Salesforce.com, Analysis, Finance, Management, Sales, Strategy, Strategic Planning, Investments, Customer Service, Cross-functional Team..., Mortgage Banking, Credit Analysis, Sales Management, Mutual Funds, Credit Cards, Loans, Banking, Strategic Partnerships, Consumer Lending, Employee Training
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Economics, Magna cum Laude
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Business Management, Magna cum Laude
Lancaster University 2002 — 2002
Kevin Conway, CIMA®, CMFC®'s Hartford Funds Experience August 2015 - Present
Job Internal Sales Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds August 2015 - Present
Hartford Funds April 2013 - Present
Mutual Funds January 2007 - March 2013
The Hartford January 2006 - December 2006
The Hartford Funds January 2005 - December 2005
The Hartford July 2004 - December 2004
Skills
Mutual Funds, Finance, Hedge Funds, Series 7, 401k, Fixed Annuities, Valuation, Investments, Financial Planners, Strategic Financial..., Alternative Investments, Series 63, Retirement, Fixed Income, Retirement Planning, Investment Management, Financial Planning
Education
Wharton Business School 2013 — 2013
Certified Investment Management Analyst, Investment Management
La Salle University - School of Business Administration 2006 — 2008
MBA, Business
Hartford Funds August 2015 - Present
Hartford Funds April 2013 - Present
Mutual Funds January 2007 - March 2013
The Hartford January 2006 - December 2006
The Hartford Funds January 2005 - December 2005
The Hartford July 2004 - December 2004
Skills
Mutual Funds, Finance, Hedge Funds, Series 7, 401k, Fixed Annuities, Valuation, Investments, Financial Planners, Strategic Financial..., Alternative Investments, Series 63, Retirement, Fixed Income, Retirement Planning, Investment Management, Financial Planning
Education
Wharton Business School 2013 — 2013
Certified Investment Management Analyst, Investment Management
La Salle University - School of Business Administration 2006 — 2008
MBA, Business
Joshua West, CIMA®'s Hartford Funds Experience October 2013 - Present
Job Regional Vice President Advisor Consultant Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Jordan Scharf's Hartford Funds Experience January 2011 - March 2013
Job CEO, AllFran Inc., Franchise and Business Consulting
Industry Professional Training & Coaching
Experience
AllFran Franchise and Business Consulting March 2013 - Present
Always Rentals, Inc. January 2001 - Present
US Funding Services /Smart Business Credit January 2008 - Present
Hartford Funds January 2011 - March 2013
Skills
Marketing, Mutual Funds, Financial Analysis, Retirement Planning, Investments, Retirement, Series 63, Series 6, Real Estate, Real Estate Financing, Business Development, New Business Development, Entrepreneurship, Business Strategy, Real Estate Investor, Wealth Management, Small Business, Strategy, Business Analysis, Franchising, Franchise Consulting, Franchise Sales, Business Intelligence, Business, Strategic Financial..., Marketing Management, Marketing Strategy, Executive Coaching, Business Coaching, Sales Operations, Sales Management, Sales Process, Business Planning, Franchise Agreements, Fixed Income, Equities, CEOs, Successful Business..., Owner-managed businesses, Advertising, Loans, Funding, Funding Applications, Global Marketing, Global Strategy, National Sales Training, National Account..., Management, Operations Management, Team Management
Education
Penn State University 1992 — 1993
Keystone College 1991 — 1992
AllFran Franchise and Business Consulting March 2013 - Present
Always Rentals, Inc. January 2001 - Present
US Funding Services /Smart Business Credit January 2008 - Present
Hartford Funds January 2011 - March 2013
Skills
Marketing, Mutual Funds, Financial Analysis, Retirement Planning, Investments, Retirement, Series 63, Series 6, Real Estate, Real Estate Financing, Business Development, New Business Development, Entrepreneurship, Business Strategy, Real Estate Investor, Wealth Management, Small Business, Strategy, Business Analysis, Franchising, Franchise Consulting, Franchise Sales, Business Intelligence, Business, Strategic Financial..., Marketing Management, Marketing Strategy, Executive Coaching, Business Coaching, Sales Operations, Sales Management, Sales Process, Business Planning, Franchise Agreements, Fixed Income, Equities, CEOs, Successful Business..., Owner-managed businesses, Advertising, Loans, Funding, Funding Applications, Global Marketing, Global Strategy, National Sales Training, National Account..., Management, Operations Management, Team Management
Education
Penn State University 1992 — 1993
Keystone College 1991 — 1992
Denise Dixon-Lauber's Hartford Funds Experience May 2015 - Present
Job Tax Director at Hartford Funds
Industry Accounting
Experience
Hartford Funds May 2015 - Present
BNY Mellon Asset Services 1989 - May 2015
Skills
IRS, Tax Compliance, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, GAAP, Tax Research, Tax Accounting, Mutual Funds
Education
Immaculata College 1988 — 1991
Bachelor of Arts (B.A.), Accounting
Pierce Junior College Philadelphia 1985 — 1987
Associate's degree, Accounting
Hartford Funds May 2015 - Present
BNY Mellon Asset Services 1989 - May 2015
Skills
IRS, Tax Compliance, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, GAAP, Tax Research, Tax Accounting, Mutual Funds
Education
Immaculata College 1988 — 1991
Bachelor of Arts (B.A.), Accounting
Pierce Junior College Philadelphia 1985 — 1987
Associate's degree, Accounting
Rori Hoskins's Hartford Funds Experience May 2013 - Present
Job at
Industry Transportation/Trucking/Railroad
Experience
Securian Financial Group August 2015 - Present
Hartford Funds May 2013 - Present
Manna Freight Systems, Inc. December 2008 - May 2011
Education
Minneapolis Business College 1997 — 1998
Diploma, Accounting
Minneapolis Business College 1996 — 1997
Diploma, Accounting
Securian Financial Group August 2015 - Present
Hartford Funds May 2013 - Present
Manna Freight Systems, Inc. December 2008 - May 2011
Education
Minneapolis Business College 1997 — 1998
Diploma, Accounting
Minneapolis Business College 1996 — 1997
Diploma, Accounting
Sarah Weik's Hartford Funds Experience May 2013 - Present
Job Account Finance Specialist | Procedure and Documentation Improvement | Training
Industry Financial Services
Experience
Ecolab March 2015 - Present
Hartford Funds May 2013 - Present
Hartford Funds March 2008 - May 2013
Hartford Funds October 2006 - March 2008
Skills
Customer Service, Process Improvement, Mutual Funds, Microsoft Office, Leadership, Training, Time Management, Microsoft Excel, Outlook, Project Management, Financial Services, Microsoft Word, Team Leadership
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration
Ecolab March 2015 - Present
Hartford Funds May 2013 - Present
Hartford Funds March 2008 - May 2013
Hartford Funds October 2006 - March 2008
Skills
Customer Service, Process Improvement, Mutual Funds, Microsoft Office, Leadership, Training, Time Management, Microsoft Excel, Outlook, Project Management, Financial Services, Microsoft Word, Team Leadership
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration
Jared Stigall's Hartford Funds Experience May 2014 - Present
Job Regional Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2014 - Present
Hartford Funds November 2012 - April 2014
Edward Jones February 2012 - August 2012
Skills
Insurance, Business Analysis, Risk Management, Financial Services, Requirements Gathering, Mutual Funds, Underwriting, Retirement Planning, Investments, Process Improvement, Vendor Management, Retirement, Financial Analysis
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science (BS), Finance, Risk Management & Insurance
Hartford Funds May 2014 - Present
Hartford Funds November 2012 - April 2014
Edward Jones February 2012 - August 2012
Skills
Insurance, Business Analysis, Risk Management, Financial Services, Requirements Gathering, Mutual Funds, Underwriting, Retirement Planning, Investments, Process Improvement, Vendor Management, Retirement, Financial Analysis
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science (BS), Finance, Risk Management & Insurance
Anita Mushell's Hartford Funds Experience August 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Funds August 2013 - Present
Merrill Lynch 2003 - 2012
Moody's Investors Service November 1990 - April 2000
Skills
Due Diligence, Equities, Series 7, Investments, Bonds, Series 63, Series 24, Wealth Management, Relationship Management, Product Management, Separately Managed..., Mutual Funds, ETFs, Financial Advisory
Education
Baruch College
Masters of Public Administration
State University of New York at Binghamton
BA/ Political Science
Hartford Funds August 2013 - Present
Merrill Lynch 2003 - 2012
Moody's Investors Service November 1990 - April 2000
Skills
Due Diligence, Equities, Series 7, Investments, Bonds, Series 63, Series 24, Wealth Management, Relationship Management, Product Management, Separately Managed..., Mutual Funds, ETFs, Financial Advisory
Education
Baruch College
Masters of Public Administration
State University of New York at Binghamton
BA/ Political Science