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
Spencer Luboff Spencer Luboff's Hartford Funds Experience January 2014 - Present
Job Internal Advisor Consultant at Hartford Funds
Industry Marketing and Advertising
Experience
Hartford Funds January 2014 - Present
Hartford Funds June 2013 - January 2014
The Temple News January 2012 - May 2013
WPHL - Tribune May 2012 - September 2012
Wawa, Inc. May 2009 - May 2012
JCC June 2007 - August 2009
Skills
Social Media, YouTube, Digital Media, Video Production, Microsoft Office, Final Cut Pro, Marketing, Copywriting, Advertising, Social Media Marketing, Facebook, Press Releases, Customer Service, Social Networking, Microsoft Excel
Education
Temple University 2009 — 2013
Advertising
Hartford Funds January 2014 - Present
Hartford Funds June 2013 - January 2014
The Temple News January 2012 - May 2013
WPHL - Tribune May 2012 - September 2012
Wawa, Inc. May 2009 - May 2012
JCC June 2007 - August 2009
Skills
Social Media, YouTube, Digital Media, Video Production, Microsoft Office, Final Cut Pro, Marketing, Copywriting, Advertising, Social Media Marketing, Facebook, Press Releases, Customer Service, Social Networking, Microsoft Excel
Education
Temple University 2009 — 2013
Advertising
Andrea St. George Andrea St. George's Hartford Funds Experience April 2012 - Present
Job Assistant Director \ Mutual Fund Accounting \ at Hartford Funds \ Financial Services
Industry Financial Services
Experience
Hartford Funds April 2012 - Present
Hartford Funds 2003 - 2011
Hartford Funds 2000 - 2002
Hartford Funds 1990 - 1999
Skills
Fund Accounting, Mutual Funds, Accounting, Financial Services, Process Improvement, Leadership, Leadership Development, Investments, Derivatives, Finance, Budgets, FINRA, Series 26, Series 6, Financial Audits, Business Partner Support, Microsoft Excel, Microsoft Office, Project Management, Team Building, Team Leadership, Exception Management, Variance Analysis, Internal Audit, Internal Controls, SEC Filings, General Ledger, Analysis, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, External Audit, Regulatory Compliance, Investment Company Act, Employee Training, Employee Engagement, Performance Appraisal, Performance Management, Training, Strategic Planning, Bloomberg, SunGard
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Economics
Hartford Funds April 2012 - Present
Hartford Funds 2003 - 2011
Hartford Funds 2000 - 2002
Hartford Funds 1990 - 1999
Skills
Fund Accounting, Mutual Funds, Accounting, Financial Services, Process Improvement, Leadership, Leadership Development, Investments, Derivatives, Finance, Budgets, FINRA, Series 26, Series 6, Financial Audits, Business Partner Support, Microsoft Excel, Microsoft Office, Project Management, Team Building, Team Leadership, Exception Management, Variance Analysis, Internal Audit, Internal Controls, SEC Filings, General Ledger, Analysis, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, External Audit, Regulatory Compliance, Investment Company Act, Employee Training, Employee Engagement, Performance Appraisal, Performance Management, Training, Strategic Planning, Bloomberg, SunGard
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Economics
Peter E. Bentley, CIMA® Peter E. Bentley, CIMA®'s Hartford Funds Experience November 2012 - March 2014
Job Vice President, Regional Marketing Manager at Fred Alger Management, Inc.
Industry Investment Management
Experience
Fred Alger Management, Inc. March 2014 - Present
Hartford Funds November 2012 - March 2014
Janus Capital Group December 2007 - November 2012
Prudential Financial September 2003 - December 2007
Fred Alger Management, Inc. April 2000 - February 2003
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Series 63, Investment Management, Equities, Securities, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analyst, Investments and Securities
Monmouth University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Fred Alger Management, Inc. March 2014 - Present
Hartford Funds November 2012 - March 2014
Janus Capital Group December 2007 - November 2012
Prudential Financial September 2003 - December 2007
Fred Alger Management, Inc. April 2000 - February 2003
Skills
Mutual Funds, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Series 63, Investment Management, Equities, Securities, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analyst, Investments and Securities
Monmouth University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Luis Sanay Luis Sanay's Hartford Funds Experience June 2013 - September 2014
Job Senior Analyst, Investor Relations at CIT
Industry Financial Services
Experience
CIT October 2014 - Present
Hartford Funds June 2013 - September 2014
The Hartford July 2010 - May 2013
The Ford Foundation June 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Leadership, Investor Relations, Investment Valuation, Strategy, Risk Management, Corporate Finance, Mutual Funds, Bloomberg, Asset Management, Financial Reporting
Education
University of Hartford 2006 — 2010
Bachelor of Science, Economics & Finance
CIT October 2014 - Present
Hartford Funds June 2013 - September 2014
The Hartford July 2010 - May 2013
The Ford Foundation June 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Leadership, Investor Relations, Investment Valuation, Strategy, Risk Management, Corporate Finance, Mutual Funds, Bloomberg, Asset Management, Financial Reporting
Education
University of Hartford 2006 — 2010
Bachelor of Science, Economics & Finance
DeWayne Hansen, 6σ Green Belt DeWayne Hansen, 6σ Green Belt's Hartford Funds Experience March 2012 - September 2013
Job Financial Systems Analyst at Healthland
Industry Computer Software
Experience
Healthland May 2015 - Present
Target July 2014 - May 2015
Travel Leaders Group October 2013 - July 2014
Hartford Funds March 2012 - September 2013
Hartford Funds June 2007 - March 2012
Hartford Funds November 2006 - June 2007
Hartford Funds July 2005 - November 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Strategic Financial..., Forecasting, Financial Reporting, Budgets, Microsoft Office, Excel, TM1, Variance Analysis, Process Improvement, PowerPoint, Cognos, Hyperion, Essbase, Hyperion Planning, PeopleSoft, Budgeting, Expenses, Corporate Finance, Ad Hoc Reporting, Unit Costing, Metrics, Six Sigma, Lean Thinking, Business Objects, Sungard, Bloomberg Terminal, InvestOne, Spectra, SAP ERP, Finance
Education
University of St. Thomas - Opus College of Business 2015 — 2015
University of Minnesota-Twin Cities 2001 — 2005
B.S., Finance and Economics
Healthland May 2015 - Present
Target July 2014 - May 2015
Travel Leaders Group October 2013 - July 2014
Hartford Funds March 2012 - September 2013
Hartford Funds June 2007 - March 2012
Hartford Funds November 2006 - June 2007
Hartford Funds July 2005 - November 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Strategic Financial..., Forecasting, Financial Reporting, Budgets, Microsoft Office, Excel, TM1, Variance Analysis, Process Improvement, PowerPoint, Cognos, Hyperion, Essbase, Hyperion Planning, PeopleSoft, Budgeting, Expenses, Corporate Finance, Ad Hoc Reporting, Unit Costing, Metrics, Six Sigma, Lean Thinking, Business Objects, Sungard, Bloomberg Terminal, InvestOne, Spectra, SAP ERP, Finance
Education
University of St. Thomas - Opus College of Business 2015 — 2015
University of Minnesota-Twin Cities 2001 — 2005
B.S., Finance and Economics
Brian Hoffman Brian Hoffman's Hartford Funds Experience May 2014 - April 2015
Job Experienced Financial Services Professional at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
Courtney Rodden Courtney Rodden's Hartford Funds Experience 2011 - Present
Job Administrative Assistant in Financial Srvcs
Industry Financial Services
Experience
Hartford Funds 2011 - Present
Eastern Lancaster County School District February 2008 - January 2011
Skills
Customer Service, Appointment Scheduling, Series 63, Series 6, Expense Reports, Phone Etiquette, Outstanding..., Close Attention to..., Multi Tasking, Organization &..., Microsoft Word, Microsoft Excel, Outlook, Building Relationships
Education
Temple University 2003 — 2008
Bachelor of Science (B.S.), Elementary Education and Teaching
Hartford Funds 2011 - Present
Eastern Lancaster County School District February 2008 - January 2011
Skills
Customer Service, Appointment Scheduling, Series 63, Series 6, Expense Reports, Phone Etiquette, Outstanding..., Close Attention to..., Multi Tasking, Organization &..., Microsoft Word, Microsoft Excel, Outlook, Building Relationships
Education
Temple University 2003 — 2008
Bachelor of Science (B.S.), Elementary Education and Teaching
Brittany Bauer Brittany Bauer's Hartford Funds Experience September 2013 - December 2014
Job Global Trade Services Representative
Industry Financial Services
Experience
U.S. Bank January 2015 - Present
New Directions Inc. October 2011 - Present
Hartford Funds September 2013 - December 2014
The Hartford March 2011 - September 2013
Trillium Services, Inc. December 2007 - March 2011
Skills
Customer Service, Finance
Education
University of Minnesota Duluth 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
U.S. Bank January 2015 - Present
New Directions Inc. October 2011 - Present
Hartford Funds September 2013 - December 2014
The Hartford March 2011 - September 2013
Trillium Services, Inc. December 2007 - March 2011
Skills
Customer Service, Finance
Education
University of Minnesota Duluth 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Matthew Stanford Matthew Stanford's Hartford Funds Experience December 2014 - Present
Job Infrastructure Analyst at Hartford Funds
Industry Financial Services
Experience
Hartford Funds December 2014 - Present
Hartford Funds January 2014 - December 2014
Universal Health Services December 2010 - January 2014
Lower Merion School District July 2005 - 2010
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science in Business Administration, Management Information Systems
Hartford Funds December 2014 - Present
Hartford Funds January 2014 - December 2014
Universal Health Services December 2010 - January 2014
Lower Merion School District July 2005 - 2010
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science in Business Administration, Management Information Systems
Bill McManus, CIMA®'s Hartford Funds Experience 2014 - Present
Job Director, Strategic Markets at Hartford Funds
Industry Financial Services
Experience
Hartford Funds 2014 - Present
Hartford Funds 2012 - 2014
EVB Investments 2009 - 2011
Hartford Financial Services 2003 - 2008
Education
University of Pennsylvania 1999 — 2003
B.A., Political Science
Hartford Funds 2014 - Present
Hartford Funds 2012 - 2014
EVB Investments 2009 - 2011
Hartford Financial Services 2003 - 2008
Education
University of Pennsylvania 1999 — 2003
B.A., Political Science
Molly Bogan Molly Bogan's Hartford Funds Experience July 2013 - Present
Job VP, Head of Compensation at Hartford Funds
Industry Investment Management
Experience
Hartford Funds July 2013 - Present
Wellington Management April 2012 - July 2013
Janus Capital Group October 2003 - April 2012
Symphony IRI Group September 1997 - September 2003
Peace Corps June 1996 - August 1997
Capital One April 1994 - May 1996
Education
University of Richmond 1989 — 1993
BA, History
Hartford Funds July 2013 - Present
Wellington Management April 2012 - July 2013
Janus Capital Group October 2003 - April 2012
Symphony IRI Group September 1997 - September 2003
Peace Corps June 1996 - August 1997
Capital One April 1994 - May 1996
Education
University of Richmond 1989 — 1993
BA, History
Nicholas Rohl Nicholas Rohl's Hartford Funds Experience December 2013 - March 2015
Job Free Trade Agreements Analyst at 3M
Industry International Trade and Development
Experience
3M March 2015 - Present
Hartford Funds December 2013 - March 2015
University of New Mexico August 2010 - June 2012
Rohl Construction May 2007 - September 2011
University of New Mexico Economics Department January 2011 - May 2011
University of Wisconsin La Crosse Economics Department September 2009 - May 2010
Skills
Economics, Financial Analysis, Research, Econometrics, Emerging Markets, Macroeconomics, Microeconomics, Data Analysis, Stata, SPSS, Statistics, Time Series Analysis, Statistical Modeling, Microsoft Office, Corporate Finance
Education
The University of New Mexico 2010 — 2012
Master of Arts (M.A.), Economics
University of Wisconsin-La Crosse 2006 — 2010
Bachelor of Science, Economics & Finance
3M March 2015 - Present
Hartford Funds December 2013 - March 2015
University of New Mexico August 2010 - June 2012
Rohl Construction May 2007 - September 2011
University of New Mexico Economics Department January 2011 - May 2011
University of Wisconsin La Crosse Economics Department September 2009 - May 2010
Skills
Economics, Financial Analysis, Research, Econometrics, Emerging Markets, Macroeconomics, Microeconomics, Data Analysis, Stata, SPSS, Statistics, Time Series Analysis, Statistical Modeling, Microsoft Office, Corporate Finance
Education
The University of New Mexico 2010 — 2012
Master of Arts (M.A.), Economics
University of Wisconsin-La Crosse 2006 — 2010
Bachelor of Science, Economics & Finance
Kristen Hess Kristen Hess's Hartford Funds Experience June 2013 - Present
Job Associate Relationship Manager with Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2013 - Present
The Hartford November 2007 - June 2013
The Hartford June 2011 - June 2011
The Hartford Leaders Group December 2006 - October 2007
Skills
Series 6, Series 63, Annuity, Annuities, 401k, Retirement, Retirement Planning, Fixed Annuities
Education
The Pennsylvania State University, State
Bachelor of Arts, Communications; International Studies
Melbourne University
Hartford Funds June 2013 - Present
The Hartford November 2007 - June 2013
The Hartford June 2011 - June 2011
The Hartford Leaders Group December 2006 - October 2007
Skills
Series 6, Series 63, Annuity, Annuities, 401k, Retirement, Retirement Planning, Fixed Annuities
Education
The Pennsylvania State University, State
Bachelor of Arts, Communications; International Studies
Melbourne University
Allison Mortensen, CFA's Hartford Funds Experience October 2015 - Present
Job Head of MultiAsset Solutions at Hartford Funds
Industry Investment Management
Experience
Hartford Funds October 2015 - Present
Aberdeen Asset Management April 2004 - September 2015
Morgan Stanley Investment Management 1994 - 2003
Skills
Asset Allocation, Fund Analysis, Fund Of Funds, Global Asset Allocation, Asset Management
Education
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance, Computer Science, magna cum laude
Hartford Funds October 2015 - Present
Aberdeen Asset Management April 2004 - September 2015
Morgan Stanley Investment Management 1994 - 2003
Skills
Asset Allocation, Fund Analysis, Fund Of Funds, Global Asset Allocation, Asset Management
Education
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance, Computer Science, magna cum laude
Adam Kleiman Adam Kleiman's Hartford Funds Experience June 2012 - Present
Job Vice President at Hartford Funds
Industry Investment Management
Experience
Hartford Funds June 2012 - Present
Hartford Funds October 2010 - June 2012
Hartford Funds February 2008 - October 2010
Ascensus October 2006 - February 2008
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance
The George Washington University
Bachelor of Arts (BA)
Hartford Funds June 2012 - Present
Hartford Funds October 2010 - June 2012
Hartford Funds February 2008 - October 2010
Ascensus October 2006 - February 2008
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance
The George Washington University
Bachelor of Arts (BA)
Elizabeth (Crum) Schickling Elizabeth (Crum) Schickling's Hartford Funds Experience September 2013 - March 2015
Job Project Manager, Marketing
Industry Marketing and Advertising
Experience
Worldwide Clinical Trials March 2015 - Present
Hartford Funds September 2013 - March 2015
Hartford Funds May 2012 - September 2013
PharmaNet/i3 May 2010 - May 2012
Pershing December 2009 - May 2010
PLANCO/The Hartford June 2007 - July 2009
PLANCO/The Hartford December 2006 - May 2007
Skills
Leadership, Marketing, Training, PowerPoint, Outlook, Dreamweaver, Microsoft Word, Lotus Notes, Microsoft Office, Marketing Communications, Salesforce.com, Photoshop, Series 63, Event Planning, Time Management, Project Management, QuarkXPress, Series 6, Mutual Funds, Financial Services, Process Improvement, Meeting Planning, Adobe Creative Suite, Communication, Customer Service, Content Management, Clinical Trials
Education
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor's, Social Work
Honesdale High School 1998 — 2002
High School Diploma
Worldwide Clinical Trials March 2015 - Present
Hartford Funds September 2013 - March 2015
Hartford Funds May 2012 - September 2013
PharmaNet/i3 May 2010 - May 2012
Pershing December 2009 - May 2010
PLANCO/The Hartford June 2007 - July 2009
PLANCO/The Hartford December 2006 - May 2007
Skills
Leadership, Marketing, Training, PowerPoint, Outlook, Dreamweaver, Microsoft Word, Lotus Notes, Microsoft Office, Marketing Communications, Salesforce.com, Photoshop, Series 63, Event Planning, Time Management, Project Management, QuarkXPress, Series 6, Mutual Funds, Financial Services, Process Improvement, Meeting Planning, Adobe Creative Suite, Communication, Customer Service, Content Management, Clinical Trials
Education
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor's, Social Work
Honesdale High School 1998 — 2002
High School Diploma
Phil Edelstein's Hartford Funds Experience May 2014 - Present
Job Head of Advertising and Public Relations at Hartford Funds
Industry Marketing and Advertising
Experience
Hartford Funds May 2014 - Present
Brownstein Group March 2013 - May 2014
Brownstein Group March 2012 - March 2013
Brownstein Group May 2011 - April 2012
Two Leaves and a Bud Tea Company February 2010 - October 2011
Brownstein Group February 2008 - February 2010
Gyro Worldwide October 2007 - February 2008
Groundwork Somerville May 2007 - September 2007
Skills
Social Media, Digital Strategy, Strategic Planning, Social Media Marketing, Strategy, Management, Analytics, E-commerce, Marketing, Account Management, Marketing Research, Business Development
Education
Tufts University 2003 — 2007
B.A., English
Germantown Friends
Hartford Funds May 2014 - Present
Brownstein Group March 2013 - May 2014
Brownstein Group March 2012 - March 2013
Brownstein Group May 2011 - April 2012
Two Leaves and a Bud Tea Company February 2010 - October 2011
Brownstein Group February 2008 - February 2010
Gyro Worldwide October 2007 - February 2008
Groundwork Somerville May 2007 - September 2007
Skills
Social Media, Digital Strategy, Strategic Planning, Social Media Marketing, Strategy, Management, Analytics, E-commerce, Marketing, Account Management, Marketing Research, Business Development
Education
Tufts University 2003 — 2007
B.A., English
Germantown Friends
Melissa Bearth Melissa Bearth's Hartford Funds Experience April 2006 - Present
Job IT Director at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2006 - Present
The Hartford 2001 - 2006
Assurant (Fortis, Inc.) 1991 - 2001
US Banccorp (Firstar, Inc.) 1989 - 1991
Skills
Leadership, Team Management, Business Analysis, Management, Leadership Development, Strategy, Vendor Management, Project Portfolio..., Project Management, IT Strategy, Process Improvement, SDLC, Change Management, Budgets, Requirements Analysis, Training, Program Management, Forecasting, Financial Analysis, Planning, Mutual Funds, Financial Services, Business Decision Making, IT Solutions, Coaching & Mentoring, Management Consulting, Microsoft Excel, Microsoft Project, Research, PowerPoint, Insurance, Software Project..., Integration, technology integration, Risk Management, PMO, Business Process..., Strategic Planning
Education
St. Catherine University MAOL Program 2009 — 2015
Master's Degree, Organizational Leadership - Strategic Management
University of Wisconsin-Madison - School of Business 1985 — 1989
Bachelor of Business Administration, MIS
Hartford Funds April 2006 - Present
The Hartford 2001 - 2006
Assurant (Fortis, Inc.) 1991 - 2001
US Banccorp (Firstar, Inc.) 1989 - 1991
Skills
Leadership, Team Management, Business Analysis, Management, Leadership Development, Strategy, Vendor Management, Project Portfolio..., Project Management, IT Strategy, Process Improvement, SDLC, Change Management, Budgets, Requirements Analysis, Training, Program Management, Forecasting, Financial Analysis, Planning, Mutual Funds, Financial Services, Business Decision Making, IT Solutions, Coaching & Mentoring, Management Consulting, Microsoft Excel, Microsoft Project, Research, PowerPoint, Insurance, Software Project..., Integration, technology integration, Risk Management, PMO, Business Process..., Strategic Planning
Education
St. Catherine University MAOL Program 2009 — 2015
Master's Degree, Organizational Leadership - Strategic Management
University of Wisconsin-Madison - School of Business 1985 — 1989
Bachelor of Business Administration, MIS
Spencer Gansluckner Spencer Gansluckner's Hartford Funds Experience March 2014 - November 2014
Job Middle Office Derivatives (CFA Candidate)
Industry Investment Management
Experience
City of Maplewood July 2015 - Present
Columbia Threadneedle Investments, US November 2014 - Present
City of Maplewood October 2014 - July 2015
Hartford Funds March 2014 - November 2014
Hartford Funds May 2013 - March 2014
Hartford Funds March 2013 - May 2013
Hartford Funds July 2011 - March 2013
Menards May 2008 - May 2012
Northwestern Mutual September 2009 - May 2010
Skills
Mutual Funds, Leadership, Management, Securities, Financial Analysis, Fund Accounting, Portfolio Management, Bloomberg Terminal, Syndicated Bank Loans, InvestOne, VBA, Derivatives, Valuation, BlackRock Aladdin, Salesforce.com, TriOptima, NeoVest, Longview Trading System
Education
University of Wisconsin-River Falls 2008 — 2011
B.S., Business Administration, Finance Emphasis
University of Minnesota - Carlson School of Management 2006 — 2007
Plum City High School
City of Maplewood July 2015 - Present
Columbia Threadneedle Investments, US November 2014 - Present
City of Maplewood October 2014 - July 2015
Hartford Funds March 2014 - November 2014
Hartford Funds May 2013 - March 2014
Hartford Funds March 2013 - May 2013
Hartford Funds July 2011 - March 2013
Menards May 2008 - May 2012
Northwestern Mutual September 2009 - May 2010
Skills
Mutual Funds, Leadership, Management, Securities, Financial Analysis, Fund Accounting, Portfolio Management, Bloomberg Terminal, Syndicated Bank Loans, InvestOne, VBA, Derivatives, Valuation, BlackRock Aladdin, Salesforce.com, TriOptima, NeoVest, Longview Trading System
Education
University of Wisconsin-River Falls 2008 — 2011
B.S., Business Administration, Finance Emphasis
University of Minnesota - Carlson School of Management 2006 — 2007
Plum City High School
Greg Frost's Hartford Funds Experience November 2012 - Present
Job Chief Financial Officer at Hartford Funds
Industry Investment Management
Experience
Hartford Funds November 2012 - Present
Westwood College March 2012 - October 2012
Janus Capital Group January 1997 - July 2011
Price Waterhouse September 1992 - January 1997
Skills
Investor Relations, Mutual Funds, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BS, Accounting
Hartford Funds November 2012 - Present
Westwood College March 2012 - October 2012
Janus Capital Group January 1997 - July 2011
Price Waterhouse September 1992 - January 1997
Skills
Investor Relations, Mutual Funds, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BS, Accounting
Lucinda Hottenstein Lucinda Hottenstein's Hartford Funds Experience March 2012 - July 2013
Job Sales Operations Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors October 2013 - Present
Hartford Funds March 2012 - July 2013
The Hartford October 2010 - March 2012
The Hartford September 2009 - September 2010
The Hartford November 2008 - September 2009
Hartford Life Limited August 2008 - November 2008
PLANCO/The Hartford October 2007 - August 2008
PLANCO/The Hartford January 2007 - September 2007
Hartford Life Japan, HLIKK July 2004 - December 2006
PLANCO/The Hartford August 1995 - June 2004
Skills
Change Management, Start-ups, Business Strategy, Mutual Funds, Program Management, Recruiting, Professional Mentoring, Leadership, Business Planning, Management, Salesforce.com, Training, Sales Management, Strategy, Sales Operations, Marketing, Outsourcing, Project Management
Education
University of Pittsburgh
BA, Economics
Worldwide ERC GMS
Lincoln Financial Distributors October 2013 - Present
Hartford Funds March 2012 - July 2013
The Hartford October 2010 - March 2012
The Hartford September 2009 - September 2010
The Hartford November 2008 - September 2009
Hartford Life Limited August 2008 - November 2008
PLANCO/The Hartford October 2007 - August 2008
PLANCO/The Hartford January 2007 - September 2007
Hartford Life Japan, HLIKK July 2004 - December 2006
PLANCO/The Hartford August 1995 - June 2004
Skills
Change Management, Start-ups, Business Strategy, Mutual Funds, Program Management, Recruiting, Professional Mentoring, Leadership, Business Planning, Management, Salesforce.com, Training, Sales Management, Strategy, Sales Operations, Marketing, Outsourcing, Project Management
Education
University of Pittsburgh
BA, Economics
Worldwide ERC GMS
Brad Behrens Brad Behrens's Hartford Funds Experience August 2013 - April 2015
Job Project Manager at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group April 2015 - Present
Hartford Funds August 2013 - April 2015
The Hartford January 2011 - August 2013
Woodbury Financial Services June 2010 - September 2010
Skills
Project Management, Team Leadership, Project Coordination, Microsoft Office, Data Analysis, Business Requirements, Business Analysis, Communication Skills, Process Improvement, Creative Problem Solving, Recruiting, SDLC, Microsoft Project, Resource Allocation, SharePoint Designer, Lean Six Sigma, Agile Methodologies, Social Media, SQL, Accounting, User Acceptance Testing, Interviewing Skills, Contract Negotiation, Digital Marketing
Education
University of Minnesota-Twin Cities 2008 — 2010
Bachelor of Arts (B.A.), Economics
St. Norbert College 2006 — 2008
UnitedHealth Group April 2015 - Present
Hartford Funds August 2013 - April 2015
The Hartford January 2011 - August 2013
Woodbury Financial Services June 2010 - September 2010
Skills
Project Management, Team Leadership, Project Coordination, Microsoft Office, Data Analysis, Business Requirements, Business Analysis, Communication Skills, Process Improvement, Creative Problem Solving, Recruiting, SDLC, Microsoft Project, Resource Allocation, SharePoint Designer, Lean Six Sigma, Agile Methodologies, Social Media, SQL, Accounting, User Acceptance Testing, Interviewing Skills, Contract Negotiation, Digital Marketing
Education
University of Minnesota-Twin Cities 2008 — 2010
Bachelor of Arts (B.A.), Economics
St. Norbert College 2006 — 2008
Corey Keating's Hartford Funds Experience June 2011 - November 2014
Job Marketing Manager, Equinox Funds
Industry Financial Services
Experience
Equinox Funds December 2014 - Present
Hartford Funds June 2011 - November 2014
Janney Montgomery Scott December 2009 - June 2011
The Hartford August 2006 - September 2009
Skills
Marketing Strategy, RIA, Mutual Funds, Marketing Communications, Email Marketing, Strategic Communications, Online Marketing, Alternative Investments, Business Development, Marketing, Email Strategy, Investments, Salesforce.com, Managed Futures, Relationship Management, Financial Services, Fixed Annuities, Variable Annuities, Direct Mail Campaigns, The Fusion Group
Education
University of Rhode Island
Bachelors Arts & Sciences, Communication Studies
Equinox Funds December 2014 - Present
Hartford Funds June 2011 - November 2014
Janney Montgomery Scott December 2009 - June 2011
The Hartford August 2006 - September 2009
Skills
Marketing Strategy, RIA, Mutual Funds, Marketing Communications, Email Marketing, Strategic Communications, Online Marketing, Alternative Investments, Business Development, Marketing, Email Strategy, Investments, Salesforce.com, Managed Futures, Relationship Management, Financial Services, Fixed Annuities, Variable Annuities, Direct Mail Campaigns, The Fusion Group
Education
University of Rhode Island
Bachelors Arts & Sciences, Communication Studies
Bill Dougherty, CFA Bill Dougherty, CFA's Hartford Funds Experience March 2013 - Present
Job Senior Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2013 - Present
The Hartford January 2009 - March 2013
Chartwell Investment Partners May 2007 - November 2008
Schwab Institutional September 2005 - May 2007
Lincoln Financial Distributors/Delaware Investments March 1999 - September 2005
Skills
Investments, Mutual Funds, Relationship Management, Series 63, Alternative Investments
Education
University of Scranton 1994 — 1999
BA, History
Hartford Funds March 2013 - Present
The Hartford January 2009 - March 2013
Chartwell Investment Partners May 2007 - November 2008
Schwab Institutional September 2005 - May 2007
Lincoln Financial Distributors/Delaware Investments March 1999 - September 2005
Skills
Investments, Mutual Funds, Relationship Management, Series 63, Alternative Investments
Education
University of Scranton 1994 — 1999
BA, History
Reggie Berg's Hartford Funds Experience June 2007 - Present
Job Regional Vice President Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2007 - Present
IHL, AHL and ECHL September 1999 - June 2007
Skills
Series 6, Series 63, Mutual Funds, Series 7, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Investments, IRAs, 401k, Asset Allocation
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Management and Communications
Hartford Funds June 2007 - Present
IHL, AHL and ECHL September 1999 - June 2007
Skills
Series 6, Series 63, Mutual Funds, Series 7, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Investments, IRAs, 401k, Asset Allocation
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Management and Communications
Mark Mangano's Hartford Funds Experience March 2015 - Present
Job Vice President, Head of Sales and Marketing IT at Hartford Funds
Industry Information Technology and Services
Experience
Hartford Funds March 2015 - Present
Hartford Funds August 2012 - February 2015
Appletree Answers August 2010 - August 2012
CRM Manager September 2008 - July 2010
Aberdeen Asset Management April 2008 - August 2008
Nationwide Funds Group March 2007 - April 2008
Nationwide Funds Group 2002 - February 2007
Nationwide Funds Group 2001 - 2002
Nationwide Funds Group December 1999 - 2000
Bloomberg Financial Markets October 1997 - December 1999
Skills
Salesforce.com, SaaS, Social Media, E-business, CRM
Education
Seton Hall University 1989 — 1993
BA, Communications
Hartford Funds March 2015 - Present
Hartford Funds August 2012 - February 2015
Appletree Answers August 2010 - August 2012
CRM Manager September 2008 - July 2010
Aberdeen Asset Management April 2008 - August 2008
Nationwide Funds Group March 2007 - April 2008
Nationwide Funds Group 2002 - February 2007
Nationwide Funds Group 2001 - 2002
Nationwide Funds Group December 1999 - 2000
Bloomberg Financial Markets October 1997 - December 1999
Skills
Salesforce.com, SaaS, Social Media, E-business, CRM
Education
Seton Hall University 1989 — 1993
BA, Communications
Rob Madden Rob Madden's Hartford Funds Experience November 2011 - Present
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Zach Fletcher's Hartford Funds Experience November 2013 - October 2014
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store October 2014 - Present
Hartford Funds November 2013 - October 2014
SEI January 2013 - November 2013
SEI Investments March 2011 - December 2012
SEI Investments August 2010 - March 2011
SEI Investments November 2009 - August 2010
SEI Investments May 2008 - November 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2004 — 2008
B.S., Finance
The Mutual Fund Store October 2014 - Present
Hartford Funds November 2013 - October 2014
SEI January 2013 - November 2013
SEI Investments March 2011 - December 2012
SEI Investments August 2010 - March 2011
SEI Investments November 2009 - August 2010
SEI Investments May 2008 - November 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2004 — 2008
B.S., Finance
Clinton Mains Clinton Mains's Hartford Funds Experience September 2011 - Present
Job Vice President Advisor Consultant Hartford Mutual Funds
Industry Financial Services
Experience
Hartford Funds September 2011 - Present
Franklin Templeton Investments August 2010 - September 2011
Franklin Templeton Investments July 2008 - July 2010
Brookstreet Securities Corp June 2006 - August 2006
Skills
Mutual Funds, Investments, Trading, Asset Allocation, Retirement Planning, Wealth Management, Asset Management
Education
University of Denver - Daniels College of Business 2003 — 2007
Business, Finance
Hartford Funds September 2011 - Present
Franklin Templeton Investments August 2010 - September 2011
Franklin Templeton Investments July 2008 - July 2010
Brookstreet Securities Corp June 2006 - August 2006
Skills
Mutual Funds, Investments, Trading, Asset Allocation, Retirement Planning, Wealth Management, Asset Management
Education
University of Denver - Daniels College of Business 2003 — 2007
Business, Finance
Stephen Wierbonics, CAIA, CIMA Stephen Wierbonics, CAIA, CIMA's Hartford Funds Experience January 2011 - Present
Job Investment Professional
Industry Financial Services
Experience
Hartford Funds January 2011 - Present
USI Consulting Group 2008 - January 2011
Skills
Investments, Research, Investment Advisory, Alternative Investments, Alternative Investment..., Investment Management, Investment Strategies, Financial Reporting, Morningstar Direct, FactSet Research Systems, Zephyr Style Advisor, eVestment Alliance, MPI Stylus, Mutual Funds, Investment Research, Market Research, Investment Consulting, Certified Investment..., Chartered Alternative..., CIMA, CAIA, Board of Directors..., Investment Manager Due..., Investment Analytics, Investment Leadership, Due Diligence, Investment Reporting
Education
The University of Connecticut
Bachelor of Science
Hartford Funds January 2011 - Present
USI Consulting Group 2008 - January 2011
Skills
Investments, Research, Investment Advisory, Alternative Investments, Alternative Investment..., Investment Management, Investment Strategies, Financial Reporting, Morningstar Direct, FactSet Research Systems, Zephyr Style Advisor, eVestment Alliance, MPI Stylus, Mutual Funds, Investment Research, Market Research, Investment Consulting, Certified Investment..., Chartered Alternative..., CIMA, CAIA, Board of Directors..., Investment Manager Due..., Investment Analytics, Investment Leadership, Due Diligence, Investment Reporting
Education
The University of Connecticut
Bachelor of Science
Tammy Strauss Tammy Strauss's Hartford Funds Experience July 2013 - April 2015
Job Reporting Consultant | Financial Analyst
Industry Financial Services
Experience
Hartford Funds July 2013 - April 2015
Hartford Funds 2002 - 2013
Hartford Funds 1996 - 2002
Skills
Accounting, Account Reconciliation, Mutual Funds, Finance, Variance Analysis, Auditing, Analysis, Internal Audit, SEC Filings, General Ledger, Fund Accounting, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Microsoft Excel, Investments
Education
St. Catherine University 1991 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Lakewood Community College 1989 — 1991
Associate of Arts (AA)
Hartford Funds July 2013 - April 2015
Hartford Funds 2002 - 2013
Hartford Funds 1996 - 2002
Skills
Accounting, Account Reconciliation, Mutual Funds, Finance, Variance Analysis, Auditing, Analysis, Internal Audit, SEC Filings, General Ledger, Fund Accounting, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Microsoft Excel, Investments
Education
St. Catherine University 1991 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Lakewood Community College 1989 — 1991
Associate of Arts (AA)
Adam Neumeister Adam Neumeister's Hartford Funds Experience February 2015 - Present
Job Regional Vice President Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds February 2015 - Present
The Hartford March 2011 - Present
The Hartford May 2010 - March 2011
South Carolina Intramural Sports August 2006 - December 2009
Packaging World June 2008 - August 2008
Skills
Outlook, CRM, Sales, Microsoft Excel, Microsoft Word, Advertising, Series 63, Series 6, Mutual Funds, Fixed Annuities, Salesforce.com, Account Management, Investments, Customer Service, Financial Analysis, 401k, Relationship Management, Retirement, Human Resources
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Arts, Economics
Hartford Funds February 2015 - Present
The Hartford March 2011 - Present
The Hartford May 2010 - March 2011
South Carolina Intramural Sports August 2006 - December 2009
Packaging World June 2008 - August 2008
Skills
Outlook, CRM, Sales, Microsoft Excel, Microsoft Word, Advertising, Series 63, Series 6, Mutual Funds, Fixed Annuities, Salesforce.com, Account Management, Investments, Customer Service, Financial Analysis, 401k, Relationship Management, Retirement, Human Resources
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Arts, Economics
Derrick J. Amey, CFA Derrick J. Amey, CFA's Hartford Funds Experience June 2015 - Present
Job Vice President, Defined Contribution Investments at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2015 - Present
Dimensional Fund Advisors, Defined Contribution Services January 2015 - June 2015
Dimensional Fund Advisors April 2006 - December 2014
AXA Advisors November 2003 - April 2006
Mattel, Inc November 1997 - July 2001
Simon Marketing, Inc August 1995 - July 1997
Skills
Brazilian Portuguese, Writing Skills, Presentation Development, Sales Presentations, Analytics, Investments, Asset Management, Asset Allocation, Equities, Business Development, Capital Markets, Competitive Analysis, Due Diligence, Emerging Markets, Finance, Hedge Funds, Investment Management, Investment Strategies, Leadership, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
M.B.A., Investments and Financial Markets
Stanford University 1991 — 1995
B.S., Management Science and Engineering
Brentwood School 1985 — 1991
Hartford Funds June 2015 - Present
Dimensional Fund Advisors, Defined Contribution Services January 2015 - June 2015
Dimensional Fund Advisors April 2006 - December 2014
AXA Advisors November 2003 - April 2006
Mattel, Inc November 1997 - July 2001
Simon Marketing, Inc August 1995 - July 1997
Skills
Brazilian Portuguese, Writing Skills, Presentation Development, Sales Presentations, Analytics, Investments, Asset Management, Asset Allocation, Equities, Business Development, Capital Markets, Competitive Analysis, Due Diligence, Emerging Markets, Finance, Hedge Funds, Investment Management, Investment Strategies, Leadership, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2001 — 2003
M.B.A., Investments and Financial Markets
Stanford University 1991 — 1995
B.S., Management Science and Engineering
Brentwood School 1985 — 1991
Garrett Schmidt's Hartford Funds Experience May 2015 - Present
Job Portfolio Specialist at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2015 - Present
Hartford Funds June 2012 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Bloomberg Terminal, Morningstar, Zephyr Style Advisor, Modern Portfolio Theory
Education
The University of Kansas 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Hartford Funds May 2015 - Present
Hartford Funds June 2012 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Bloomberg Terminal, Morningstar, Zephyr Style Advisor, Modern Portfolio Theory
Education
The University of Kansas 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Robert Casey's Hartford Funds Experience January 2014 - Present
Job Strategic Compliance and Risk Management Leader | Compliance Program Oversight
Industry Investment Management
Experience
Hartford Funds January 2014 - Present
Skills
Risk Management, Regulatory Compliance, Compliance Monitoring, Operational Controls, Mutual Funds, Risk Assessmnet, Compliance Program..., Vendor Management, Regulatory Examinations, Continuous Improvement, SEC Regulations, Transfer Agent..., Records Management, Policy Administration, Program Management, 529 Plans, Asset Managment, AML, Key Performance..., GRC, Financial Services, Business Process, Asset Management, Risk Assessment, FINRA, Policy, Analysis, Leadership, Executive Management, Governance, Project Management, Business Process..., Internal Controls, Management, Operational Risk, Operational Risk..., Enterprise Risk..., Due Diligence, Process Improvement
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Business Administration
University of Massachusetts, Amherst 1979 — 1985
B.A., Economics
Hartford Funds January 2014 - Present
Skills
Risk Management, Regulatory Compliance, Compliance Monitoring, Operational Controls, Mutual Funds, Risk Assessmnet, Compliance Program..., Vendor Management, Regulatory Examinations, Continuous Improvement, SEC Regulations, Transfer Agent..., Records Management, Policy Administration, Program Management, 529 Plans, Asset Managment, AML, Key Performance..., GRC, Financial Services, Business Process, Asset Management, Risk Assessment, FINRA, Policy, Analysis, Leadership, Executive Management, Governance, Project Management, Business Process..., Internal Controls, Management, Operational Risk, Operational Risk..., Enterprise Risk..., Due Diligence, Process Improvement
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Business Administration
University of Massachusetts, Amherst 1979 — 1985
B.A., Economics
David Johnson CIMA®'s Hartford Funds Experience April 2008 - September 2012
Job BlackRock
Industry Financial Services
Experience
BlackRock 2012 - Present
Hartford Funds April 2008 - September 2012
Boston Scientific 2003 - 2008
Education
University of Florida 1991 — 1995
Bachelor of Arts (B.A.), History
BlackRock 2012 - Present
Hartford Funds April 2008 - September 2012
Boston Scientific 2003 - 2008
Education
University of Florida 1991 — 1995
Bachelor of Arts (B.A.), History
Paul Kudyba Paul Kudyba's Hartford Funds Experience May 2005 - March 2013
Job Regional Vice President
Industry Financial Services
Experience
Pacific Life March 2013 - Present
Hartford Funds May 2005 - March 2013
Novartis September 2003 - May 2005
Novartis September 1998 - September 2003
Skills
Mutual Funds, Variable Annuities, Income Planning, Public Speaking, Seminars, Sales & Marketing, Business Planning, Coaching, Business Development, Advanced Sales, Asset Allocation, Training, Strategic Planning
Education
University of Florida 1993 — 1997
BS, Marketing
Pacific Life March 2013 - Present
Hartford Funds May 2005 - March 2013
Novartis September 2003 - May 2005
Novartis September 1998 - September 2003
Skills
Mutual Funds, Variable Annuities, Income Planning, Public Speaking, Seminars, Sales & Marketing, Business Planning, Coaching, Business Development, Advanced Sales, Asset Allocation, Training, Strategic Planning
Education
University of Florida 1993 — 1997
BS, Marketing
Colin Eisenschmid's Hartford Funds Experience January 2015 - Present
Job Shareholder Service Specialist at Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
BNY Mellon May 2014 - December 2014
Careers Development Group January 2013 - April 2013
Penn's Grant Realty Corporation May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Team Leadership, Microsoft Office
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior
La Salle College High School 2006 — 2010
Hartford Funds January 2015 - Present
BNY Mellon May 2014 - December 2014
Careers Development Group January 2013 - April 2013
Penn's Grant Realty Corporation May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Team Leadership, Microsoft Office
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior
La Salle College High School 2006 — 2010
Christopher M Yutrzenka's Hartford Funds Experience January 2013 - May 2015
Job Financial Accounting Analyst at Principal Funds
Industry Accounting
Experience
Principal Funds June 2015 - Present
Hartford Funds January 2013 - May 2015
Thrivent Financial for Lutherans March 2011 - January 2013
KPMG June 2005 - April 2011
Carlson Companies June 2004 - September 2004
Skills
Corporate Tax, Tax Accounting, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Mutual Funds, Internal Audit, Finance, Income Tax, Tax Preparation, Tax Research, Investments, US GAAP, Team Motivation, Employee Engagement, Leadership, Auditing, International Tax, Partnership Taxation, Financial Services, SEC filings, Internal Controls, Tax Returns, Big 4, External Audit, Fund Accounting, Tax Advisory, Hedge Funds, Mutual Fund Taxation, Complex Security..., Tax, Alternative Investments, Microsoft Excel, Derivatives, Process Improvement, Analysis
Education
University of Minnesota - Carlson School of Management 2001 — 2005
BS, Accounting
Vermillion High School 1997 — 2001
Principal Funds June 2015 - Present
Hartford Funds January 2013 - May 2015
Thrivent Financial for Lutherans March 2011 - January 2013
KPMG June 2005 - April 2011
Carlson Companies June 2004 - September 2004
Skills
Corporate Tax, Tax Accounting, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Mutual Funds, Internal Audit, Finance, Income Tax, Tax Preparation, Tax Research, Investments, US GAAP, Team Motivation, Employee Engagement, Leadership, Auditing, International Tax, Partnership Taxation, Financial Services, SEC filings, Internal Controls, Tax Returns, Big 4, External Audit, Fund Accounting, Tax Advisory, Hedge Funds, Mutual Fund Taxation, Complex Security..., Tax, Alternative Investments, Microsoft Excel, Derivatives, Process Improvement, Analysis
Education
University of Minnesota - Carlson School of Management 2001 — 2005
BS, Accounting
Vermillion High School 1997 — 2001
Chris D'Angelo's Hartford Funds Experience September 2014 - Present
Job Director Corporate Finance at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2014 - Present
Morgan Stanley Investment Management January 2000 - September 2014
Morgan Stanley January 2000 - September 2014
Skills
Asset Management, Financial Services, Mutual Funds, Hedge Funds, Financial Analysis, Corporate Finance, Alternative Investments, Fund Accounting, Accounting, Equities, Analysis, Investment Management, Economics, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Villanova University 1994 — 1998
Bishop Eustace
Bishop Eustace
Hartford Funds September 2014 - Present
Morgan Stanley Investment Management January 2000 - September 2014
Morgan Stanley January 2000 - September 2014
Skills
Asset Management, Financial Services, Mutual Funds, Hedge Funds, Financial Analysis, Corporate Finance, Alternative Investments, Fund Accounting, Accounting, Equities, Analysis, Investment Management, Economics, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Villanova University 1994 — 1998
Bishop Eustace
Bishop Eustace
Connell David Dougherty's Hartford Funds Experience May 2012 - Present
Job Experienced Management, Sales and Finance Professional
Industry Insurance
Experience
Hartford Funds May 2012 - Present
Prudential Fox and Roach Realtors June 2006 - December 2013
Coventry First, LLC January 2006 - February 2012
Coventry First, LLC August 2002 - January 2006
Coventry First, LLC January 2001 - July 2002
Prudential Insurance December 1997 - January 2001
Skills
Sales, Negotiation, Selling, Finance, Call Centers, Customer Service, Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Life Insurance, Management, Sales Operations, Strategic Planning, Microsoft Office, Microsoft Excel, Analysis
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Management
Hartford Funds May 2012 - Present
Prudential Fox and Roach Realtors June 2006 - December 2013
Coventry First, LLC January 2006 - February 2012
Coventry First, LLC August 2002 - January 2006
Coventry First, LLC January 2001 - July 2002
Prudential Insurance December 1997 - January 2001
Skills
Sales, Negotiation, Selling, Finance, Call Centers, Customer Service, Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Life Insurance, Management, Sales Operations, Strategic Planning, Microsoft Office, Microsoft Excel, Analysis
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Management
Mike Kopischke's Hartford Funds Experience December 2007 - April 2015
Job Owner at Penguin Property Solutions
Industry Real Estate
Experience
Penguin Property Solutions, Inc April 2015 - Present
Hartford Funds December 2007 - April 2015
NOVON Consulting July 1999 - December 2007
UnitedHealth Group 1998 - July 1999
Prudential Financial 1993 - 1998
Skills
Project Management, SDLC, Requirements Gathering, Process Improvement, Visio, Leadership, Business Requirements, Business Analysis, Requirements Analysis, Business Process..., Business Process, Project Portfolio..., PMO, Financial Services
Education
St. Cloud State University 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Mathematics
Penguin Property Solutions, Inc April 2015 - Present
Hartford Funds December 2007 - April 2015
NOVON Consulting July 1999 - December 2007
UnitedHealth Group 1998 - July 1999
Prudential Financial 1993 - 1998
Skills
Project Management, SDLC, Requirements Gathering, Process Improvement, Visio, Leadership, Business Requirements, Business Analysis, Requirements Analysis, Business Process..., Business Process, Project Portfolio..., PMO, Financial Services
Education
St. Cloud State University 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Mathematics
John Gavin III CMFC's Hartford Funds Experience January 2009 - April 2015
Job Vice President Advisor Consultant
Industry Financial Services
Experience
Nuveen Investments April 2015 - Present
Hartford Funds January 2009 - April 2015
The Hartford January 2006 - December 2008
The Hartford December 2004 - January 2006
Skills
Fixed Annuities, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Series 7, Series 6, Asset Allocation, Financial Services, 401k, Securities
Education
University of Scranton 1999 — 2003
B.S., Computer Science
Monsignor bonner high school
Nuveen Investments April 2015 - Present
Hartford Funds January 2009 - April 2015
The Hartford January 2006 - December 2008
The Hartford December 2004 - January 2006
Skills
Fixed Annuities, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Series 7, Series 6, Asset Allocation, Financial Services, 401k, Securities
Education
University of Scranton 1999 — 2003
B.S., Computer Science
Monsignor bonner high school
Lisa Palermo's Hartford Funds Experience February 2013 - Present
Job Admin. Asst. at Hartford Funds
Industry Financial Services
Experience
Hartford Funds February 2013 - Present
Merrill Lynch May 2004 - Present
New York City April 2001 - April 2004
Pennington NJ February 1999 - April 2001
Skills
Outlook, Administrative..., Financial Services, Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, Event Planning, Securities, Microsoft Office, Access, Office Administration, Investments, Visio, Banking, Customer Service, Project Management, Event Management, Time Management
Education
University of Pennsylvania
Sociology
Hartford Funds February 2013 - Present
Merrill Lynch May 2004 - Present
New York City April 2001 - April 2004
Pennington NJ February 1999 - April 2001
Skills
Outlook, Administrative..., Financial Services, Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, Event Planning, Securities, Microsoft Office, Access, Office Administration, Investments, Visio, Banking, Customer Service, Project Management, Event Management, Time Management
Education
University of Pennsylvania
Sociology
Ian Seaver's Hartford Funds Experience July 2012 - Present
Job Investment DirectorFixed Income at The Hartford
Industry Investment Management
Experience
Hartford Funds July 2012 - Present
Hartford Funds June 2011 - July 2012
Hartford Investment Management June 2010 - June 2011
Hartford Investment Management July 2007 - June 2010
Skills
Bloomberg, Factset, Morningstar, Excel, Zephyr, Financial Modeling, Fixed Income Research, Credit Analysis, Financial Analysis, Due Diligence, Investment Advisory, Mutual Fund Product..., Investor Presentations, Manager Evaluation &..., Mutual Funds
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Finance
Hartford Funds July 2012 - Present
Hartford Funds June 2011 - July 2012
Hartford Investment Management June 2010 - June 2011
Hartford Investment Management July 2007 - June 2010
Skills
Bloomberg, Factset, Morningstar, Excel, Zephyr, Financial Modeling, Fixed Income Research, Credit Analysis, Financial Analysis, Due Diligence, Investment Advisory, Mutual Fund Product..., Investor Presentations, Manager Evaluation &..., Mutual Funds
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Finance
Mark Reeser, CIMA®'s Hartford Funds Experience September 2015 - Present
Job National Accounts Manager Defined Contribution Investments at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2015 - Present
Hartford Funds May 2013 - September 2015
Pacer Financial May 2011 - May 2013
The Hartford 2005 - 2008
Skills
Series 7, Series 63, ETFs, Mutual Funds, Financial Wholesaling, Retirement Planning, Entrepreneurship, Financial Advisory, Finance, Investments
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®, Finance
Temple University 2004 — 2009
Bachelor of Business Administration, Economics
Hartford Funds September 2015 - Present
Hartford Funds May 2013 - September 2015
Pacer Financial May 2011 - May 2013
The Hartford 2005 - 2008
Skills
Series 7, Series 63, ETFs, Mutual Funds, Financial Wholesaling, Retirement Planning, Entrepreneurship, Financial Advisory, Finance, Investments
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®, Finance
Temple University 2004 — 2009
Bachelor of Business Administration, Economics
Edward Macdonald's Hartford Funds Experience 2013 - Present
Job Deputy General Counsel
Industry Law Practice
Experience
Hartford Funds 2013 - Present
The Hartford 2005 - Present
Skills
Securities, Corporate Governance, Mutual Funds, Mergers, Asset Management, FINRA, Corporate Law, Financial Services, Investment Advisory, Investments, Mergers, Securities Regulation, Investment Management, Due Diligence, Management, Legal Writing, Hedge Funds, Legal Research, Alternative Investments, Litigation
Education
The Catholic University of America, Columbus School of Law 1990 — 1993
JD, Law
University of Scranton 1986 — 1990
BA, History, Business
Hartford Funds 2013 - Present
The Hartford 2005 - Present
Skills
Securities, Corporate Governance, Mutual Funds, Mergers, Asset Management, FINRA, Corporate Law, Financial Services, Investment Advisory, Investments, Mergers, Securities Regulation, Investment Management, Due Diligence, Management, Legal Writing, Hedge Funds, Legal Research, Alternative Investments, Litigation
Education
The Catholic University of America, Columbus School of Law 1990 — 1993
JD, Law
University of Scranton 1986 — 1990
BA, History, Business
Lisa Barkasy, CPA's Hartford Funds Experience January 2014 - Present
Job Director Financial Analysis at Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2014 - Present
The Hartford April 2012 - December 2013
The Hartford October 2004 - July 2012
Internet Capital Group August 2001 - August 2003
KPMG June 1998 - August 2001
Education
St. Joseph's University 1994 — 1998
BS, Accounting
Hartford Funds January 2014 - Present
The Hartford April 2012 - December 2013
The Hartford October 2004 - July 2012
Internet Capital Group August 2001 - August 2003
KPMG June 1998 - August 2001
Education
St. Joseph's University 1994 — 1998
BS, Accounting
Frank Tighe's Hartford Funds Experience May 2014 - Present
Job Director, Defined Contribution Investments at Hartford Funds
Industry Investment Management
Experience
Hartford Funds May 2014 - Present
The Newport Group January 2011 - May 2014
Mercer March 2009 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo January 2004 - January 2007
RBC Dain Rauscher October 1998 - January 2004
MJ Whitman Advisors 1994 - 1998
Education
University of Houston 1988 — 1990
Finance
westfield high school 1982 — 1986
Hartford Funds May 2014 - Present
The Newport Group January 2011 - May 2014
Mercer March 2009 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo January 2004 - January 2007
RBC Dain Rauscher October 1998 - January 2004
MJ Whitman Advisors 1994 - 1998
Education
University of Houston 1988 — 1990
Finance
westfield high school 1982 — 1986
Alfred Christian B Asilo's Hartford Funds Experience September 2013 - Present
Job SV Fund Accountant at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management May 2015 - Present
Hartford Funds September 2013 - Present
Hartford Funds November 2011 - Present
Accountemps June 2011 - November 2011
Accountemps January 2011 - April 2011
Academic Resource Center at Argosy University, TC September 2008 - July 2010
Skills
Mutual Funds, Microsoft Excel, Lotus Notes, Finance, Analysis, Microsoft Office, Excel VBA, SharePoint, Leadership, Financial Reporting, Auditing
Education
Argosy University Twin Cities 2008 — 2010
MBA, Finance and International Business
University of Minnesota Duluth 2003 — 2007
Bachelor in Business Administration, Finance
Galliard Capital Management May 2015 - Present
Hartford Funds September 2013 - Present
Hartford Funds November 2011 - Present
Accountemps June 2011 - November 2011
Accountemps January 2011 - April 2011
Academic Resource Center at Argosy University, TC September 2008 - July 2010
Skills
Mutual Funds, Microsoft Excel, Lotus Notes, Finance, Analysis, Microsoft Office, Excel VBA, SharePoint, Leadership, Financial Reporting, Auditing
Education
Argosy University Twin Cities 2008 — 2010
MBA, Finance and International Business
University of Minnesota Duluth 2003 — 2007
Bachelor in Business Administration, Finance
Brian Garrette, CMFC's Hartford Funds Experience June 2013 - Present
Job Divisional Vice President, Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2013 - Present
Skills
Mutual Funds, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Wealth Management, Securities, Financial Services, Retirement, 401k
Education
Suffolk University - Sawyer School of Management
BSBA, Finance
Hartford Funds June 2013 - Present
Skills
Mutual Funds, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Wealth Management, Securities, Financial Services, Retirement, 401k
Education
Suffolk University - Sawyer School of Management
BSBA, Finance
Kevin Wentworth's Hartford Funds Experience March 2012 - March 2013
Job Regional Director, Vice President, Morgan Stanley Investment Management (MSIM)
Industry Investment Management
Experience
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Bill Pauley's Hartford Funds Experience January 2015 - Present
Job Portfolio Specialist Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
Hartford Funds July 2013 - January 2015
Wells Fargo Asset Management July 2012 - June 2013
Wells Fargo October 2011 - July 2012
JPMorgan Securities, llc November 2008 - October 2011
New England Financial March 2008 - October 2008
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 6, Series 65, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Variable Annuities, IRAs, Fixed Annuities, Investments, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Arts
Hartford Funds January 2015 - Present
Hartford Funds July 2013 - January 2015
Wells Fargo Asset Management July 2012 - June 2013
Wells Fargo October 2011 - July 2012
JPMorgan Securities, llc November 2008 - October 2011
New England Financial March 2008 - October 2008
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 6, Series 65, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Variable Annuities, IRAs, Fixed Annuities, Investments, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Arts
QUINTIN THOMAS's Hartford Funds Experience April 2013 - January 2015
Job Account Management, Analyst ► Seeking to Produce Meaningful Financial Statements to make Financial Decisions.
Industry Financial Services
Experience
HIRED January 2015 - February 2015
Hartford Funds April 2013 - January 2015
Third Federal Savings 2008 - 2012
Allianz March 2007 - August 2008
University National Bank, N.A. April 2004 - February 2007
Skills
Customer Service, Time Management, Call Centers, Call Center, Microsoft Office, Accurate Record Keeping, 10 Key, Filing, Cash Handling Experience, Mircosoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Coaching, Teamwork, Team Building
Education
University of Phoenix 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
James Ford Rhodes High School 1998 — 2001
High School Diploma
HIRED January 2015 - February 2015
Hartford Funds April 2013 - January 2015
Third Federal Savings 2008 - 2012
Allianz March 2007 - August 2008
University National Bank, N.A. April 2004 - February 2007
Skills
Customer Service, Time Management, Call Centers, Call Center, Microsoft Office, Accurate Record Keeping, 10 Key, Filing, Cash Handling Experience, Mircosoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Coaching, Teamwork, Team Building
Education
University of Phoenix 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
James Ford Rhodes High School 1998 — 2001
High School Diploma
Emily T. Rae's Hartford Funds Experience September 2013 - Present
Job Regional Vice President at Hartford Funds Wholesaler
Industry Investment Management
Experience
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Jason Merrill's Hartford Funds Experience August 2005 - Present
Job Regional Vice President at Hartford funds
Industry Financial Services
Experience
Hartford funds August 2005 - Present
Van Kampen Investments October 2002 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Hartford funds August 2005 - Present
Van Kampen Investments October 2002 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
David Marks's Hartford Funds Experience May 2003 - Present
Job Regional Vice PresidentAdvisor Consultant/Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2003 - Present
Skills
Series 7, Coaching, Mutual Funds, Series 63, Wealth Management, Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, Underwriting, 401k, Series 6, Financial Analysis, Investments
Education
The Johns Hopkins University 1996 — 1998
Bachelor of Arts (B.A.), Economics
Villanova University 1994 — 1996
Finance, General
Hartford Funds May 2003 - Present
Skills
Series 7, Coaching, Mutual Funds, Series 63, Wealth Management, Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, Underwriting, 401k, Series 6, Financial Analysis, Investments
Education
The Johns Hopkins University 1996 — 1998
Bachelor of Arts (B.A.), Economics
Villanova University 1994 — 1996
Finance, General
Adam Maatz's Hartford Funds Experience March 2012 - September 2013
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services April 2015 - Present
Galliard Capital Management September 2013 - April 2015
Hartford Funds March 2012 - September 2013
Hartford Funds September 2010 - March 2012
RBC Capital Markets March 2007 - March 2010
Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General
Wells Fargo Global Fund Services April 2015 - Present
Galliard Capital Management September 2013 - April 2015
Hartford Funds March 2012 - September 2013
Hartford Funds September 2010 - March 2012
RBC Capital Markets March 2007 - March 2010
Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General