ICMA-RC Company
Industry: Company
DescriptionFounded: 1933 Subsidiary: ICMA-RC Services, LLC, Asset Management Arm
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ICMA-RC Employees
Employee
Years
Job
Industry
Maura Madden, CFP® Maura Madden, CFP®'s ICMA-RC Experience November 2001 - June 2003
Job Financial Planning Coordinator at Conlon Dart Wealth Management
Industry Financial Services
Experience
Conlon Dart Wealth Management July 2014 - Present
SoundView Advisors February 2008 - July 2014
The Standard July 2003 - January 2008
ICMA-RC November 2001 - June 2003
T. Rowe Price August 1998 - May 2001
Education
College for Financial Planning 2011 — 2013
Financial Planning
New York University 1994 — 1995
MA, Elementary Education
State University of New York at Binghamton 1990 — 1994
BA, English and Literature
City Honors School 1984 — 1990
High School Diploma, College Preparatory
Conlon Dart Wealth Management July 2014 - Present
SoundView Advisors February 2008 - July 2014
The Standard July 2003 - January 2008
ICMA-RC November 2001 - June 2003
T. Rowe Price August 1998 - May 2001
Education
College for Financial Planning 2011 — 2013
Financial Planning
New York University 1994 — 1995
MA, Elementary Education
State University of New York at Binghamton 1990 — 1994
BA, English and Literature
City Honors School 1984 — 1990
High School Diploma, College Preparatory
Laston Musenga Laston Musenga's ICMA-RC Experience June 2015 - Present
Job Summer Associate at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2015 - Present
BWW Law Group LLC March 2015 - June 2015
AIM Aerospace Inc. January 2014 - August 2014
Bee Bountiful Creations March 2013 - December 2013
VisionFund Zambia 2011 - 2013
Fine Insurance Brokers 2009 - 2011
Skills
Credit, Finance, Risk Management, Portfolio Management, Microsoft Office, Financial Modeling, Financial Reporting, Monitoring and..., Financial Analysis, Financial Accounting, Statistics, Analysis, Management, Microsoft Excel, Project Management, PowerPoint, Research, Strategic Planning
Education
American University - Kogod School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Copperbelt University 2004 — 2009
Bachelor's degree, Forestry, Credit
ICMA-RC June 2015 - Present
BWW Law Group LLC March 2015 - June 2015
AIM Aerospace Inc. January 2014 - August 2014
Bee Bountiful Creations March 2013 - December 2013
VisionFund Zambia 2011 - 2013
Fine Insurance Brokers 2009 - 2011
Skills
Credit, Finance, Risk Management, Portfolio Management, Microsoft Office, Financial Modeling, Financial Reporting, Monitoring and..., Financial Analysis, Financial Accounting, Statistics, Analysis, Management, Microsoft Excel, Project Management, PowerPoint, Research, Strategic Planning
Education
American University - Kogod School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Copperbelt University 2004 — 2009
Bachelor's degree, Forestry, Credit
Tracey Kreps, CFA Tracey Kreps, CFA's ICMA-RC Experience 2006 - Present
Job Sr. Fund Manager at ICMARC
Industry Investment Management
Experience
ICMA-RC 2006 - Present
Abu Dhabi National Energy Company TAQA January 2009 - April 2009
ICMA-RC March 2008 - September 2008
Prudential Equity Group 2005 - 2006
McLaughlin, Piven Vogel 1995 - 2004
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Markets, Fixed Income, Securities, Emerging Markets, Business Strategy, Strategy, Finance, Financial Analysis, Investment Management, Derivatives, Risk Management, Bloomberg, Portfolio Optimization, Competitive Analysis, Investment Strategies, Economics, Equity Research, Valuation, Capital Markets, Investment Advisory, Performance Attribution
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, International Business
University of Colorado Boulder 1989 — 1993
Bachelor's Degree, Political Science
Thompson Valley High School - Loveland, CO 1986 — 1989
High School
ICMA-RC 2006 - Present
Abu Dhabi National Energy Company TAQA January 2009 - April 2009
ICMA-RC March 2008 - September 2008
Prudential Equity Group 2005 - 2006
McLaughlin, Piven Vogel 1995 - 2004
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Markets, Fixed Income, Securities, Emerging Markets, Business Strategy, Strategy, Finance, Financial Analysis, Investment Management, Derivatives, Risk Management, Bloomberg, Portfolio Optimization, Competitive Analysis, Investment Strategies, Economics, Equity Research, Valuation, Capital Markets, Investment Advisory, Performance Attribution
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, International Business
University of Colorado Boulder 1989 — 1993
Bachelor's Degree, Political Science
Thompson Valley High School - Loveland, CO 1986 — 1989
High School
Chad Parilla Chad Parilla's ICMA-RC Experience January 2012 - Present
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC January 2012 - Present
David White & Associates January 2009 - December 2011
MassMutual Financial Group October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Valuation, Mutual Funds, PowerPoint, Investments, Retirement, Series 65
Education
California State University-Hayward 2003 — 2006
Bachelor of Science (BS), Business
ICMA-RC January 2012 - Present
David White & Associates January 2009 - December 2011
MassMutual Financial Group October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Valuation, Mutual Funds, PowerPoint, Investments, Retirement, Series 65
Education
California State University-Hayward 2003 — 2006
Bachelor of Science (BS), Business
Carlos Hunt Carlos Hunt's ICMA-RC Experience September 2009 - September 2011
Job Finance & Business Management Professional
Industry Management Consulting
Experience
Zimmerman Associates, Inc. August 2014 - Present
Cristo Consulting October 2013 - June 2014
Poble Mobile, S.L. October 2012 - October 2013
BSD Consulting February 2012 - June 2012
ICMA-RC September 2009 - September 2011
ICMA-RC April 2007 - September 2009
Prudential Financial April 2006 - April 2007
Morgan Stanley March 2005 - January 2006
Morgan Stanley August 2004 - March 2005
Skills
Mutual Funds, Sales, Stakeholder Engagement, Sustainability, Alternative Dispute..., Investments, Financial Services, Asset Managment, Risk Management, Wealth Management, Bloomberg, Business Strategy, Securities, Strategic Financial..., Strategy, Analysis, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Planning, Economics, Financial Reporting, Asset Management, Financial Analysis, Strategic Planning, Finance, Management
Education
American University - Kogod School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EAE Business School
Master of Business Administration (MBA), International Management
Universitat Politècnica de Catalunya
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Zimmerman Associates, Inc. August 2014 - Present
Cristo Consulting October 2013 - June 2014
Poble Mobile, S.L. October 2012 - October 2013
BSD Consulting February 2012 - June 2012
ICMA-RC September 2009 - September 2011
ICMA-RC April 2007 - September 2009
Prudential Financial April 2006 - April 2007
Morgan Stanley March 2005 - January 2006
Morgan Stanley August 2004 - March 2005
Skills
Mutual Funds, Sales, Stakeholder Engagement, Sustainability, Alternative Dispute..., Investments, Financial Services, Asset Managment, Risk Management, Wealth Management, Bloomberg, Business Strategy, Securities, Strategic Financial..., Strategy, Analysis, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Planning, Economics, Financial Reporting, Asset Management, Financial Analysis, Strategic Planning, Finance, Management
Education
American University - Kogod School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EAE Business School
Master of Business Administration (MBA), International Management
Universitat Politècnica de Catalunya
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Mary Haskins Mary Haskins's ICMA-RC Experience 2004 - 2006
Job Manager of Learning and Development at Keolis Commuter Services
Industry Education Management
Experience
Keolis Commuter Services July 2014 - Present
Massachusetts Bay Commuter Rail January 2013 - June 2014
Compass School 2012 - 2012
Moses Brown School 2011 - 2012
The Wheeler School 2011 - 2012
Ridgway School District 2008 - 2012
The Learning Center 2007 - 2009
ICMA-RC 2004 - 2006
Compass Bank 2002 - 2004
UBS 2000 - 2002
Skills
English, Instructional Design, Teaching, Coaching, Public Speaking, Time Management, PowerPoint, Staff Development, Curriculum Design, Event Planning, Curriculum Development, Microsoft Word, Team Leadership, Microsoft Excel, Training, Sales, Management
Education
Brown University 2002 — 2003
Corporate Training Certificate, Education
University of Delaware 1983 — 1988
BS, Elementary Education
Keolis Commuter Services July 2014 - Present
Massachusetts Bay Commuter Rail January 2013 - June 2014
Compass School 2012 - 2012
Moses Brown School 2011 - 2012
The Wheeler School 2011 - 2012
Ridgway School District 2008 - 2012
The Learning Center 2007 - 2009
ICMA-RC 2004 - 2006
Compass Bank 2002 - 2004
UBS 2000 - 2002
Skills
English, Instructional Design, Teaching, Coaching, Public Speaking, Time Management, PowerPoint, Staff Development, Curriculum Design, Event Planning, Curriculum Development, Microsoft Word, Team Leadership, Microsoft Excel, Training, Sales, Management
Education
Brown University 2002 — 2003
Corporate Training Certificate, Education
University of Delaware 1983 — 1988
BS, Elementary Education
Clint Haynes's ICMA-RC Experience January 2003 - December 2006
Job Financial Planner Serving Business Professionals, Entrepreneurs and Small Business Owners ♦ LinkedIn Expert and Educator
Industry Financial Services
Experience
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
Monique Russell's ICMA-RC Experience August 2007 - November 2014
Job Innovative Proposal Manager
Industry Marketing and Advertising
Experience
National Government Services November 2014 - Present
ICMA-RC August 2007 - November 2014
Skills
Proposal Writing, Marketing Communications, Analysis, Project Management, Writing, Corporate Communications, Editing, Team Leadership, Management, Process Improvement, Program Management, Social Media
Education
Clark Atlanta University
Bachelor's degree, Mass Communication/Media Studies
National Government Services November 2014 - Present
ICMA-RC August 2007 - November 2014
Skills
Proposal Writing, Marketing Communications, Analysis, Project Management, Writing, Corporate Communications, Editing, Team Leadership, Management, Process Improvement, Program Management, Social Media
Education
Clark Atlanta University
Bachelor's degree, Mass Communication/Media Studies
Jason Ruff Jason Ruff's ICMA-RC Experience April 2012 - Present
Job Disbursement Services at ICMARC
Industry Consumer Services
Experience
ICMA-RC April 2012 - Present
Long & Foster Companies July 2011 - February 2012
The Hartford March 2009 - June 2011
Ruff Concessions & Sands Tan 2000 - 2010
KidsPeace National Centers October 2000 - November 2005
Skills
Customer Service, Coaching, Mentoring, Team Building, Strategic Planning, Business Process..., Team Leadership, Analysis, Change Management, Leadership Development, Marketing, Public Speaking, Process Improvement, Fundraising, Management, Recruiting, Program Management, New Business Development, Research, Organizational..., Marketing Strategy, Account Management, Employee Relations, Training, Project Planning, Microsoft Office, Staff Development, Budgets, Public Relations, Project Management, Event Planning, Leadership, Management Consulting, Strategy, Business Development, Event Management, Sales, Social Media, Business Strategy, CRM, Human Resources, PowerPoint, Workshop Facilitation, Networking, Microsoft Excel, Organizational..., Employee Training, Market Research, Small Business, Sales Management
Education
Kutztown University of Pennsylvania 1995 — 2010
BSBA, Management/Leadership, 3.49
Belmont University 1995 — 1997
Business Administration and Management, General
ICMA-RC April 2012 - Present
Long & Foster Companies July 2011 - February 2012
The Hartford March 2009 - June 2011
Ruff Concessions & Sands Tan 2000 - 2010
KidsPeace National Centers October 2000 - November 2005
Skills
Customer Service, Coaching, Mentoring, Team Building, Strategic Planning, Business Process..., Team Leadership, Analysis, Change Management, Leadership Development, Marketing, Public Speaking, Process Improvement, Fundraising, Management, Recruiting, Program Management, New Business Development, Research, Organizational..., Marketing Strategy, Account Management, Employee Relations, Training, Project Planning, Microsoft Office, Staff Development, Budgets, Public Relations, Project Management, Event Planning, Leadership, Management Consulting, Strategy, Business Development, Event Management, Sales, Social Media, Business Strategy, CRM, Human Resources, PowerPoint, Workshop Facilitation, Networking, Microsoft Excel, Organizational..., Employee Training, Market Research, Small Business, Sales Management
Education
Kutztown University of Pennsylvania 1995 — 2010
BSBA, Management/Leadership, 3.49
Belmont University 1995 — 1997
Business Administration and Management, General
Dominique Adams Dominique Adams's ICMA-RC Experience May 2012 - August 2012
Job Delaware State University Alumnus
Industry Information Technology and Services
Experience
Delaware State University June 2014 - July 2014
ICMA-RC May 2012 - August 2012
ITS GroupConsulting January 2011 - August 2011
Safeway July 2008 - October 2010
Skills
Social Networking, Computer Hardware, Software Installation, Microsoft Office, IP Addressing, Networking, Technical Support, Troubleshooting, Databases, Help Desk Support, Hardware, Operating Systems
Education
Delaware State University 2011 — 2015
Bachelor of Science (B.S.), Information Technology
Year Up National Capital Region, a partner of Northern Virginia Community College 2010 — 2011
Delaware State University June 2014 - July 2014
ICMA-RC May 2012 - August 2012
ITS GroupConsulting January 2011 - August 2011
Safeway July 2008 - October 2010
Skills
Social Networking, Computer Hardware, Software Installation, Microsoft Office, IP Addressing, Networking, Technical Support, Troubleshooting, Databases, Help Desk Support, Hardware, Operating Systems
Education
Delaware State University 2011 — 2015
Bachelor of Science (B.S.), Information Technology
Year Up National Capital Region, a partner of Northern Virginia Community College 2010 — 2011
David Pease David Pease's ICMA-RC Experience September 1998 - June 2000
Job IT Project Management Professional
Industry Information Technology and Services
Experience
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
Gerald Backenstoe's ICMA-RC Experience July 2009 - Present
Job VP, Marketing Operations
Industry Financial Services
Experience
ICMA-RC July 2009 - Present
ICMA-RC July 1998 - July 2009
ICMA-RC January 1994 - June 1998
Skills
FINRA 6, 63, 26 & 65, Mutual Funds, Project Management, Financial Education, Social Media, Marketing Communications, Public Sector, Mobile Devices, Marketing, Project Planning, Program Management, Retirement, FINRA, Call Centers, Series 65, Financial Services, Risk Management, Strategy
Education
Denison University 1981 — 1985
BA, Political Science
Moravian Academy
ICMA-RC July 2009 - Present
ICMA-RC July 1998 - July 2009
ICMA-RC January 1994 - June 1998
Skills
FINRA 6, 63, 26 & 65, Mutual Funds, Project Management, Financial Education, Social Media, Marketing Communications, Public Sector, Mobile Devices, Marketing, Project Planning, Program Management, Retirement, FINRA, Call Centers, Series 65, Financial Services, Risk Management, Strategy
Education
Denison University 1981 — 1985
BA, Political Science
Moravian Academy
Ebony Ballard Ebony Ballard's ICMA-RC Experience September 2008 - Present
Job Marketing Assistant at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2008 - Present
Education
Clark Atlanta University 2000 — 2005
Bachelor of Arts (B.A.), Business Administration/ Marketing
ICMA-RC September 2008 - Present
Education
Clark Atlanta University 2000 — 2005
Bachelor of Arts (B.A.), Business Administration/ Marketing
Art Flattich Art Flattich's ICMA-RC Experience 2011 - Present
Job Vice President at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA-RC 2011 - Present
ICMA-RC 1998 - 2011
ICMA-RC 1996 - 1998
Prudential Financial 1995 - 1996
Olde Financial Corporation 1994 - 1995
Olde Financial Services 1993 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Series 65, Series 26, Sales Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business Administration, Management and Operations
Georgia Southern University
Master of Business Administration (MBA), Finance, General
ICMA-RC 2011 - Present
ICMA-RC 1998 - 2011
ICMA-RC 1996 - 1998
Prudential Financial 1995 - 1996
Olde Financial Corporation 1994 - 1995
Olde Financial Services 1993 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Series 65, Series 26, Sales Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business Administration, Management and Operations
Georgia Southern University
Master of Business Administration (MBA), Finance, General
LaQuansia Bennett's ICMA-RC Experience December 2013 - Present
Job Acting Sr. Manager, Mutual Fund Accounting at ICMARC
Industry Financial Services
Experience
ICMA-RC December 2013 - Present
ICMA-RC May 2012 - December 2013
ICMA-RC August 2011 - May 2013
ICMA-RC July 2009 - July 2011
ICMA-RC December 2007 - July 2009
Northwestern Mutual August 2005 - July 2006
Skills
Finance, Process Improvement, Analysis, Pricing, Bloomberg, Account Reconciliation, Mutual Funds, Leadership, Advanced user of..., Proficient user of..., Strong communication..., Excellent work ethic, Effective organization..., Financial Accounting, Financial Operations, Project Management, Quality Assurance, Operations Management, Manage Client..., Time Management, Timely Decision Making, Team Management
Education
Ball State University 2001 — 2005
Bachelor of Arts (BA), Finance
H. D. Woodson Sr. High School
ICMA-RC December 2013 - Present
ICMA-RC May 2012 - December 2013
ICMA-RC August 2011 - May 2013
ICMA-RC July 2009 - July 2011
ICMA-RC December 2007 - July 2009
Northwestern Mutual August 2005 - July 2006
Skills
Finance, Process Improvement, Analysis, Pricing, Bloomberg, Account Reconciliation, Mutual Funds, Leadership, Advanced user of..., Proficient user of..., Strong communication..., Excellent work ethic, Effective organization..., Financial Accounting, Financial Operations, Project Management, Quality Assurance, Operations Management, Manage Client..., Time Management, Timely Decision Making, Team Management
Education
Ball State University 2001 — 2005
Bachelor of Arts (BA), Finance
H. D. Woodson Sr. High School
Vivian Kidd Vivian Kidd's ICMA-RC Experience July 1997 - October 2001
Job PHR
Industry Financial Services
Experience
Land Country Investments January 2001 - Present
ICMA-RC July 1997 - October 2001
International County and City Management Association- Retirement Corporation January 1997 - January 2001
Washington Post January 1996 - January 1997
Cable & Wireless Comm. Inc January 1994 - January 1996
Skills
PHR, Society of Human..., Human Resources, Investments, Compliance, Administration, Outlook
Education
George Mason University 2011 — 2011
Certificate, Human Resources
Louisiana State University 1988 — 1992
B. A, Economics
Land Country Investments January 2001 - Present
ICMA-RC July 1997 - October 2001
International County and City Management Association- Retirement Corporation January 1997 - January 2001
Washington Post January 1996 - January 1997
Cable & Wireless Comm. Inc January 1994 - January 1996
Skills
PHR, Society of Human..., Human Resources, Investments, Compliance, Administration, Outlook
Education
George Mason University 2011 — 2011
Certificate, Human Resources
Louisiana State University 1988 — 1992
B. A, Economics
David Ginn David Ginn's ICMA-RC Experience January 2015 - Present
Job Manager System Development at ICMARC
Industry Information Technology and Services
Experience
ICMA-RC January 2015 - Present
Netorian LLC July 2014 - January 2015
Roadnet Technologies Inc. August 2012 - June 2014
ARINC July 2011 - July 2012
ARINC January 2006 - July 2011
ARINC January 2004 - January 2006
DNA Computing Inc June 1996 - January 2004
Oxford Capital Corporation May 1995 - May 1996
RAVEN, Inc September 1994 - May 1995
Online Resources, Inc July 1993 - August 1994
Skills
PMP, Program Management, Integration, MS Project, Change Management, Software Project..., Team Leadership, Software Development, Cross-functional Team..., Testing, PMO, Earned Value Management, IT Management, SharePoint, Business Management, SDLC, Business Analysis, Billing Systems, Cognos, Microsoft SQL Server, Oracle SQL, Visual Studio, VB.NET, C# 4.0, Silverlight, Mobile Applications, Windows Mobile, iPhone Application..., Systems Engineering, Project Management, Management, Project Planning, Enterprise Architecture, Strategy, Databases, Software Documentation, Enterprise Software, Requirements Analysis, Leadership, Resource Management, Proposal Writing, Visio, Process Improvement, Training, IT Strategy, Requirements Gathering, Business Process..., Business Intelligence, Team Building, Business Process
Education
Villanova University 2006 — 2007
Project Management Certification
Frostburg State University 1985 — 1990
BS
ICMA-RC January 2015 - Present
Netorian LLC July 2014 - January 2015
Roadnet Technologies Inc. August 2012 - June 2014
ARINC July 2011 - July 2012
ARINC January 2006 - July 2011
ARINC January 2004 - January 2006
DNA Computing Inc June 1996 - January 2004
Oxford Capital Corporation May 1995 - May 1996
RAVEN, Inc September 1994 - May 1995
Online Resources, Inc July 1993 - August 1994
Skills
PMP, Program Management, Integration, MS Project, Change Management, Software Project..., Team Leadership, Software Development, Cross-functional Team..., Testing, PMO, Earned Value Management, IT Management, SharePoint, Business Management, SDLC, Business Analysis, Billing Systems, Cognos, Microsoft SQL Server, Oracle SQL, Visual Studio, VB.NET, C# 4.0, Silverlight, Mobile Applications, Windows Mobile, iPhone Application..., Systems Engineering, Project Management, Management, Project Planning, Enterprise Architecture, Strategy, Databases, Software Documentation, Enterprise Software, Requirements Analysis, Leadership, Resource Management, Proposal Writing, Visio, Process Improvement, Training, IT Strategy, Requirements Gathering, Business Process..., Business Intelligence, Team Building, Business Process
Education
Villanova University 2006 — 2007
Project Management Certification
Frostburg State University 1985 — 1990
BS
Gagan Randhawa Gagan Randhawa's ICMA-RC Experience May 2012 - August 2012
Job Systems Engineer at Solers
Industry Information Technology and Services
Experience
Solers January 2013 - Present
Best Buy stores October 2011 - January 2013
ICMA-RC May 2012 - August 2012
Skills
SDLC, Visio, Microsoft Office, Java, Security, Information Security, Databases, Enterprise Architecture, Unix, Integration, SharePoint, Active Directory, Windows, SQL, JavaScript, Access, Team Leadership, Requirements Analysis, System Administration, Inventory Management, Program Management, XML, Operating Systems, Security+, MySQL, Windows Server, Network Security, HTML, Security Clearance, PHP, McAfee, HBSS, JIRA, CEH
Education
George Mason University 2010 — 2013
BS, IT; Information Security
Northern Virginia Community College
Associate degree, Science
Solers January 2013 - Present
Best Buy stores October 2011 - January 2013
ICMA-RC May 2012 - August 2012
Skills
SDLC, Visio, Microsoft Office, Java, Security, Information Security, Databases, Enterprise Architecture, Unix, Integration, SharePoint, Active Directory, Windows, SQL, JavaScript, Access, Team Leadership, Requirements Analysis, System Administration, Inventory Management, Program Management, XML, Operating Systems, Security+, MySQL, Windows Server, Network Security, HTML, Security Clearance, PHP, McAfee, HBSS, JIRA, CEH
Education
George Mason University 2010 — 2013
BS, IT; Information Security
Northern Virginia Community College
Associate degree, Science
Kawaldeep (KD) Brar, PMP Kawaldeep (KD) Brar, PMP's ICMA-RC Experience January 2013 - January 2014
Job Project Manager
Industry Information Technology and Services
Experience
AMDEX Corporation May 2015 - Present
ICMA-RC January 2013 - January 2014
Vigna Solutions Inc. July 2012 - January 2014
NetStar-1 March 2009 - July 2012
Sapphire Technologies May 2007 - January 2009
Freddie Mac May 2006 - April 2007
Maryland Bank, N.A., MD 2005 - 2006
Greater Atlantic Bank 2004 - 2005
Skills
PMP, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Program Management, PMO, Business Process..., Software Project..., Visio, Business Intelligence, Requirements Management, IT Strategy, SharePoint, CMMI, MS Project, Risk Management, Project Management, Management Consulting, Change Management, Microsoft Project
Education
George Mason University
Bachelor of Applied Science (BASc), Computer Science
Broad Run High School
AMDEX Corporation May 2015 - Present
ICMA-RC January 2013 - January 2014
Vigna Solutions Inc. July 2012 - January 2014
NetStar-1 March 2009 - July 2012
Sapphire Technologies May 2007 - January 2009
Freddie Mac May 2006 - April 2007
Maryland Bank, N.A., MD 2005 - 2006
Greater Atlantic Bank 2004 - 2005
Skills
PMP, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Program Management, PMO, Business Process..., Software Project..., Visio, Business Intelligence, Requirements Management, IT Strategy, SharePoint, CMMI, MS Project, Risk Management, Project Management, Management Consulting, Change Management, Microsoft Project
Education
George Mason University
Bachelor of Applied Science (BASc), Computer Science
Broad Run High School
Alisha McMichael's ICMA-RC Experience April 2012 - December 2012
Job Information Officer in support of USAID/OFDA
Industry International Affairs
Experience
Macfadden and Associates in support of USAID/OFDA January 2013 - Present
ICMA-RC April 2012 - December 2012
SWANA July 2011 - March 2012
SWANA September 2007 - July 2011
SWANA June 2008 - June 2009
SWANA September 2007 - June 2008
Peace Corps February 2006 - June 2007
Skills
Writing, Editing, Humanitarian Assistance, Non-profits, Online Marketing, Event Planning, Project Management, Graphic Design, Public Relations
Education
George Mason University 2009 — 2011
M.S., Peace Operations
Lock Haven University of Pennsylvania 2000 — 2004
B.A., Journalism/Mass Communication
Macfadden and Associates in support of USAID/OFDA January 2013 - Present
ICMA-RC April 2012 - December 2012
SWANA July 2011 - March 2012
SWANA September 2007 - July 2011
SWANA June 2008 - June 2009
SWANA September 2007 - June 2008
Peace Corps February 2006 - June 2007
Skills
Writing, Editing, Humanitarian Assistance, Non-profits, Online Marketing, Event Planning, Project Management, Graphic Design, Public Relations
Education
George Mason University 2009 — 2011
M.S., Peace Operations
Lock Haven University of Pennsylvania 2000 — 2004
B.A., Journalism/Mass Communication
William Byerly William Byerly's ICMA-RC Experience 1989 - 1996
Job EVP General Manager of Omni at SunGard
Industry Outsourcing/Offshoring
Experience
SunGard February 2014 - Present
SunGard March 2013 - February 2014
Capital Group July 2012 - February 2013
HCL America January 2012 - June 2012
Prudential 2007 - 2011
JPMorgan Chase 2001 - 2007
Pentegra Retirement Services 1999 - 2001
Merrill Lynch 1996 - 1999
ICMA-RC 1989 - 1996
United Savings Bank 1986 - 1989
Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy
Education
Marymount University 1988 — 1991
MBA, Finance
Duquesne University 1979 — 1983
B.S., Business Administration and Finance
SunGard February 2014 - Present
SunGard March 2013 - February 2014
Capital Group July 2012 - February 2013
HCL America January 2012 - June 2012
Prudential 2007 - 2011
JPMorgan Chase 2001 - 2007
Pentegra Retirement Services 1999 - 2001
Merrill Lynch 1996 - 1999
ICMA-RC 1989 - 1996
United Savings Bank 1986 - 1989
Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy
Education
Marymount University 1988 — 1991
MBA, Finance
Duquesne University 1979 — 1983
B.S., Business Administration and Finance
Yared Negash Yared Negash's ICMA-RC Experience June 2015 - Present
Job Manager Investment Reporting
Industry Accounting
Experience
ICMA-RC June 2015 - Present
ICMA-RC March 2014 - Present
ICMA-RC June 2011 - March 2014
Fairfax Livery February 2004 - June 2011
Acxiom Digital Impact December 2000 - September 2001
Thomson Financial June 1997 - December 2000
Skills
Internal Controls, Accounts Receivable, Financial Reporting, Account Reconciliation, Strategic Planning, Budgets, Business Process..., Analysis, Leadership, US GAAP, QuickBooks
Education
Keller Graduate School of Management of DeVry University
MBA
Washington Adventist University
BS, Business Administration
Addis Ababa University
English Literature
ICMA-RC June 2015 - Present
ICMA-RC March 2014 - Present
ICMA-RC June 2011 - March 2014
Fairfax Livery February 2004 - June 2011
Acxiom Digital Impact December 2000 - September 2001
Thomson Financial June 1997 - December 2000
Skills
Internal Controls, Accounts Receivable, Financial Reporting, Account Reconciliation, Strategic Planning, Budgets, Business Process..., Analysis, Leadership, US GAAP, QuickBooks
Education
Keller Graduate School of Management of DeVry University
MBA
Washington Adventist University
BS, Business Administration
Addis Ababa University
English Literature
George Pantazis, EA George Pantazis, EA's ICMA-RC Experience September 2013 - Present
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2013 - Present
Top Rank Financial 2007 - Present
Alliant Credit Union March 2012 - June 2013
Genworth Financial September 2009 - March 2012
Calamos Investments January 2004 - January 2009
Harris Investor Services October 2001 - December 2003
Bank One Securities 1999 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Management, Financial Services, Securities, Finance, Asset Allocation, Retirement, Insurance, Fixed Annuities, Financial Advisory, Business Development, Leadership
Education
DePaul University 1995 — 1999
B.S., Finance
Maine East High School 1991 — 1995
ICMA-RC September 2013 - Present
Top Rank Financial 2007 - Present
Alliant Credit Union March 2012 - June 2013
Genworth Financial September 2009 - March 2012
Calamos Investments January 2004 - January 2009
Harris Investor Services October 2001 - December 2003
Bank One Securities 1999 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Management, Financial Services, Securities, Finance, Asset Allocation, Retirement, Insurance, Fixed Annuities, Financial Advisory, Business Development, Leadership
Education
DePaul University 1995 — 1999
B.S., Finance
Maine East High School 1991 — 1995
Mark Whitman Mark Whitman's ICMA-RC Experience January 1991 - May 1997
Job Assistant Vice President at Centennial Securities Co., Inc.
Industry Financial Services
Experience
Centennial Securities Co., Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
State Street/CitiStreet LLC 1997 - 2004
ICMA-RC January 1991 - May 1997
Prudential Financial 1989 - 1991
Michigan Health & Hospital Association 1986 - 1989
Medical Protective February 1983 - June 1986
Cozaad, Shangle, Smith, and Andrews 1982 - 1984
United States Navy June 1974 - August 1980
Skills
Wealth Management, Portfolio Management, Risk Management, Mutual Funds, Business Planning, Investments, Insurance, Sales Management, Management, Retirement Planning, 401k, Asset Allocation, Investment Strategies, Strategic Planning, Retirement, Series 7, Securities, Strategic Financial..., Asset Management, Series 63, Strategy, Fixed Annuities, IRAs, Alternative Investments, Marketing Strategy, Marketing Communications, Portfolio construction, Qualified Plan Design, FINRA Series 7, 26, 66, Investment Advisory..., Investment Advisory, Pensions, Stocks, Financial Services, Equities, Finance, Leadership, Investment Management, Financial Planning, Customer Service, Public Speaking, Sales, Marketing
Education
Aquinas College 2002 — 2008
Masters, Marketing Management, 4.0
Detroit College of Law 1982 — 1984
Aquinas College 1980 — 1982
BA, Literature/Philosophy
East Grand Rapids High School 1969 — 1973
Centennial Securities Co., Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
State Street/CitiStreet LLC 1997 - 2004
ICMA-RC January 1991 - May 1997
Prudential Financial 1989 - 1991
Michigan Health & Hospital Association 1986 - 1989
Medical Protective February 1983 - June 1986
Cozaad, Shangle, Smith, and Andrews 1982 - 1984
United States Navy June 1974 - August 1980
Skills
Wealth Management, Portfolio Management, Risk Management, Mutual Funds, Business Planning, Investments, Insurance, Sales Management, Management, Retirement Planning, 401k, Asset Allocation, Investment Strategies, Strategic Planning, Retirement, Series 7, Securities, Strategic Financial..., Asset Management, Series 63, Strategy, Fixed Annuities, IRAs, Alternative Investments, Marketing Strategy, Marketing Communications, Portfolio construction, Qualified Plan Design, FINRA Series 7, 26, 66, Investment Advisory..., Investment Advisory, Pensions, Stocks, Financial Services, Equities, Finance, Leadership, Investment Management, Financial Planning, Customer Service, Public Speaking, Sales, Marketing
Education
Aquinas College 2002 — 2008
Masters, Marketing Management, 4.0
Detroit College of Law 1982 — 1984
Aquinas College 1980 — 1982
BA, Literature/Philosophy
East Grand Rapids High School 1969 — 1973
Ayan Bhattacharya Ayan Bhattacharya's ICMA-RC Experience June 2003 - July 2004
Job
Industry Computer Software
Experience
IBM Watson December 2012 - Present
Reed Elsevier 2011 - 2012
Thomson Reuters June 2006 - December 2010
BNY Mellon May 2005 - August 2005
ICMA-RC June 2003 - July 2004
Citigroup - Citistreet September 2000 - June 2003
Skills
cognitive computing, Strategy, Competitive Analysis, Product Management, Analytics, Financial Modeling, Business Strategy, Business Development, Product Development, Entrepreneurship, Go-to-market Strategy, Digital Strategy, Innovation, Strategic Partnerships, Project Management, New Business Development, Emerging Markets, Market Analysis, Competitive Intelligence, Mobile Devices, Corporate Development, M&A experience, Analysis, Business Modeling, Solutions Marketing, Mergers & Acquisitions, Technology Development, Mobile Solutions, Market Research, E-commerce
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance and Strategy
New York University 2001 — 2002
MS, Systems and Management
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Lawrence High 1994 — 1997
St. Xavier's 1985 — 1995
High School
IBM Watson December 2012 - Present
Reed Elsevier 2011 - 2012
Thomson Reuters June 2006 - December 2010
BNY Mellon May 2005 - August 2005
ICMA-RC June 2003 - July 2004
Citigroup - Citistreet September 2000 - June 2003
Skills
cognitive computing, Strategy, Competitive Analysis, Product Management, Analytics, Financial Modeling, Business Strategy, Business Development, Product Development, Entrepreneurship, Go-to-market Strategy, Digital Strategy, Innovation, Strategic Partnerships, Project Management, New Business Development, Emerging Markets, Market Analysis, Competitive Intelligence, Mobile Devices, Corporate Development, M&A experience, Analysis, Business Modeling, Solutions Marketing, Mergers & Acquisitions, Technology Development, Mobile Solutions, Market Research, E-commerce
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance and Strategy
New York University 2001 — 2002
MS, Systems and Management
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Lawrence High 1994 — 1997
St. Xavier's 1985 — 1995
High School
Jason Cho Jason Cho's ICMA-RC Experience May 1999 - February 2007
Job Senior Web Technology Consultant
Industry Internet
Experience
Lattice Group March 2009 - Present
Argo Potomac January 1999 - February 2009
ICMA-RC May 1999 - February 2007
National Research Council March 1999 - May 1999
Skills
HTML, CSS, XHTML, XSLT, Drupal, JavaScript, Jquery, Adobe Creative Suite, J2EE JSP, Microsoft Visio, MySQL, SEO, Apache, Section 508, Email Marketing, Unix, WAI, Ingeniux, PHP, html5, XML, CiviCRM, Web Typography, Content Management, Laserfiche, Sitefinity, HTML 5, Visio, Web Analytics, Accessibility, Web Applications, jQuery, Web Development, CMS, Information Architecture, Usability
Education
Cornell University 1993 — 1998
History
Lattice Group March 2009 - Present
Argo Potomac January 1999 - February 2009
ICMA-RC May 1999 - February 2007
National Research Council March 1999 - May 1999
Skills
HTML, CSS, XHTML, XSLT, Drupal, JavaScript, Jquery, Adobe Creative Suite, J2EE JSP, Microsoft Visio, MySQL, SEO, Apache, Section 508, Email Marketing, Unix, WAI, Ingeniux, PHP, html5, XML, CiviCRM, Web Typography, Content Management, Laserfiche, Sitefinity, HTML 5, Visio, Web Analytics, Accessibility, Web Applications, jQuery, Web Development, CMS, Information Architecture, Usability
Education
Cornell University 1993 — 1998
History
Denine HOUSE Denine HOUSE's ICMA-RC Experience December 2000 - May 2007
Job Admissions Recruiter at Bowie State University
Industry Higher Education
Experience
Bowie State University February 2015 - Present
Bowie State University April 2014 - January 2015
Sojourner-Douglass College May 2007 - November 2013
ICMA-RC December 2000 - May 2007
Skills
Student Financial Aid, Program Development, Community Outreach, Grant Writing, Curriculum Development, Educational Leadership, Leadership Development, Nonprofits, Team Building, PowerPoint, College Teaching, Student Development, Supervisory Skills, Distance Learning, Training, Career Counseling, Leadership, Admissions, Coaching
Education
Bowie State University 1993 — 1995
MASTERS OF ARTS, BUSINESS ADMINISTRATION/ACCOUNTING
Bowie State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Bowie State University February 2015 - Present
Bowie State University April 2014 - January 2015
Sojourner-Douglass College May 2007 - November 2013
ICMA-RC December 2000 - May 2007
Skills
Student Financial Aid, Program Development, Community Outreach, Grant Writing, Curriculum Development, Educational Leadership, Leadership Development, Nonprofits, Team Building, PowerPoint, College Teaching, Student Development, Supervisory Skills, Distance Learning, Training, Career Counseling, Leadership, Admissions, Coaching
Education
Bowie State University 1993 — 1995
MASTERS OF ARTS, BUSINESS ADMINISTRATION/ACCOUNTING
Bowie State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Doreen Taylor Doreen Taylor's ICMA-RC Experience August 2002 - February 2013
Job Partner Compensation Analyst at Hogan Lovells
Industry Financial Services
Experience
Hogan Lovells June 2014 - Present
ICMA-RC August 2002 - February 2013
ICMA-RC April 2004 - January 2007
ICMA-RC August 2002 - January 2004
Marsh & McLennan Company, Inc April 2001 - January 2002
US Bancorp March 2000 - January 2001
US Bancorp November 1998 - January 2000
Education
Ashford University 2009 — 2011
Master of Business Administration, Project Management
Lincoln University Lincoln University 1992 — 1996
Bachelors of Science, Accounting
Hogan Lovells June 2014 - Present
ICMA-RC August 2002 - February 2013
ICMA-RC April 2004 - January 2007
ICMA-RC August 2002 - January 2004
Marsh & McLennan Company, Inc April 2001 - January 2002
US Bancorp March 2000 - January 2001
US Bancorp November 1998 - January 2000
Education
Ashford University 2009 — 2011
Master of Business Administration, Project Management
Lincoln University Lincoln University 1992 — 1996
Bachelors of Science, Accounting
Rohit Mathur's ICMA-RC Experience June 2006 - September 2006
Job Associate, Syndicated and Leveraged Lending
Industry Financial Services
Experience
Citi August 2013 - Present
Barclays Investment Bank May 2012 - August 2012
Ernst and Young, Financial Serivices Advisory August 2007 - July 2011
ICMA-RC June 2006 - September 2006
Merrill Lynch May 2005 - May 2006
Columbia Financial Advisors February 2005 - January 2006
Skills
Investment Banking, Valuation, Financial Analysis, Internal Audit, Business Analysis, Finance, Mergers, Strategy, Analysis, Management Consulting, Accounting, Forecasting, Management, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Outsourcing, DCF, Financial Risk, Business Process..., Business Strategy, Business Valuation, Business Planning, Competitive Analysis, Investments, Mergers & Acquisitions, Portfolio Management, Financial Services, Consulting, Data Analysis, Risk Management, Strategic Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
The George Washington University 2003 — 2007
BA, Finance, Economics
Citi August 2013 - Present
Barclays Investment Bank May 2012 - August 2012
Ernst and Young, Financial Serivices Advisory August 2007 - July 2011
ICMA-RC June 2006 - September 2006
Merrill Lynch May 2005 - May 2006
Columbia Financial Advisors February 2005 - January 2006
Skills
Investment Banking, Valuation, Financial Analysis, Internal Audit, Business Analysis, Finance, Mergers, Strategy, Analysis, Management Consulting, Accounting, Forecasting, Management, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Outsourcing, DCF, Financial Risk, Business Process..., Business Strategy, Business Valuation, Business Planning, Competitive Analysis, Investments, Mergers & Acquisitions, Portfolio Management, Financial Services, Consulting, Data Analysis, Risk Management, Strategic Planning, Leadership
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
The George Washington University 2003 — 2007
BA, Finance, Economics
Cris T. Glenn Cris T. Glenn's ICMA-RC Experience May 2015 - Present
Job Summer InternInformation Security and Business Continuity at ICMARC
Industry Information Technology and Services
Experience
ICMA-RC May 2015 - Present
CyberIQ Services June 2014 - August 2014
Skills
Python
Education
Delaware State University 2011 — 2015
Information Technology
ICMA-RC May 2015 - Present
CyberIQ Services June 2014 - August 2014
Skills
Python
Education
Delaware State University 2011 — 2015
Information Technology
Jasmine Davis Jasmine Davis's ICMA-RC Experience July 2008 - August 2009
Job Ph.D. Student Higher Education
Industry Education Management
Experience
Education Pioneers June 2015 - August 2015
The Center for Educational Partnerships, Old Dominion University May 2015 - August 2015
Old Dominion University, College of Education June 2014 - May 2015
US Department of Homeland Security October 2010 - May 2014
District of Columbia Public Schools (DCPS) August 2009 - August 2010
ICMA-RC July 2008 - August 2009
Skills
Program Management, Qualitative Research, Research, Proposal Writing, Management, Analysis, Community Outreach, Leadership, Leadership Development, Data Analysis, Nonprofits, Policy, Policy Analysis, Program Development, Program Evaluation, Public Speaking, Strategic Planning
Education
Old Dominion University 2014 — 2017
Doctor of Philosophy (Ph.D.), Higher Education
Brown University 2007 — 2008
Master of Arts (MA), Urban Education Policy
Hampton University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Oxon Hill High School 1999 — 2003
High School Diploma, Science & Tech Program
Education Pioneers June 2015 - August 2015
The Center for Educational Partnerships, Old Dominion University May 2015 - August 2015
Old Dominion University, College of Education June 2014 - May 2015
US Department of Homeland Security October 2010 - May 2014
District of Columbia Public Schools (DCPS) August 2009 - August 2010
ICMA-RC July 2008 - August 2009
Skills
Program Management, Qualitative Research, Research, Proposal Writing, Management, Analysis, Community Outreach, Leadership, Leadership Development, Data Analysis, Nonprofits, Policy, Policy Analysis, Program Development, Program Evaluation, Public Speaking, Strategic Planning
Education
Old Dominion University 2014 — 2017
Doctor of Philosophy (Ph.D.), Higher Education
Brown University 2007 — 2008
Master of Arts (MA), Urban Education Policy
Hampton University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Oxon Hill High School 1999 — 2003
High School Diploma, Science & Tech Program
Lina McVey Lina McVey's ICMA-RC Experience April 2015 - Present
Job Staffing Consultant at ICMARC
Industry Staffing and Recruiting
Experience
ICMA-RC April 2015 - Present
PCN Strategies May 2014 - April 2015
Robert Half Technology May 2012 - May 2014
Catholic Charities Migration & Refugee Services March 2009 - April 2012
Skills
Permanent Placement, Recruiting, Technical Recruiting, Team Leadership, Public Speaking, Resume Writing, Microsoft Office, Contract Recruitment, Talent Acquisition, Staffing Services, Cultural Awareness, Outstanding..., Internet Recruiting, Account Management, Training, Benefits Negotiation, Interviews, Nonprofits, Program Development, Community Outreach, College Recruiting, Applicant Tracking..., Career Counseling, Temporary Placement, Time Management, Screening Resumes, IT Recruitment
Education
Georgetown University 2015 — 2018
Master of Arts (MA), Communication, Culture, and Technology
Stony Brook University 2004 — 2008
Bachelor's degree, Linguistics & Political Science
West Springfield High School
ICMA-RC April 2015 - Present
PCN Strategies May 2014 - April 2015
Robert Half Technology May 2012 - May 2014
Catholic Charities Migration & Refugee Services March 2009 - April 2012
Skills
Permanent Placement, Recruiting, Technical Recruiting, Team Leadership, Public Speaking, Resume Writing, Microsoft Office, Contract Recruitment, Talent Acquisition, Staffing Services, Cultural Awareness, Outstanding..., Internet Recruiting, Account Management, Training, Benefits Negotiation, Interviews, Nonprofits, Program Development, Community Outreach, College Recruiting, Applicant Tracking..., Career Counseling, Temporary Placement, Time Management, Screening Resumes, IT Recruitment
Education
Georgetown University 2015 — 2018
Master of Arts (MA), Communication, Culture, and Technology
Stony Brook University 2004 — 2008
Bachelor's degree, Linguistics & Political Science
West Springfield High School
Jerry Bautista Jerry Bautista's ICMA-RC Experience May 2012 - Present
Job Former Business Owner, Client Solutions Associate II
Industry Financial Services
Experience
ICMA-RC May 2012 - Present
Metropolitan Life Insurance November 2007 - August 2011
Bank of America September 2006 - November 2007
Georgia Regents University May 2005 - May 2006
Northwestern Mutual January 2005 - July 2005
Skills
Microsoft Office, Leadership, Customer Service, Microsoft Word, PowerPoint
Education
Georgia Regents University 2001 — 2006
Business Administration, Finance
ICMA-RC May 2012 - Present
Metropolitan Life Insurance November 2007 - August 2011
Bank of America September 2006 - November 2007
Georgia Regents University May 2005 - May 2006
Northwestern Mutual January 2005 - July 2005
Skills
Microsoft Office, Leadership, Customer Service, Microsoft Word, PowerPoint
Education
Georgia Regents University 2001 — 2006
Business Administration, Finance
Jay (R. L.) Vivian Jay (R. L.) Vivian's ICMA-RC Experience 2010 - Present
Job Director at Alberta Investment Management Corporation (AIMCo)
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo) February 2014 - Present
ICMA-RC 2010 - Present
CIEBA (Committee on Investment of Employee Benefit Assets) 1995 - Present
Rebalance IRA January 2012 - Present
United Way Worldwide June 2007 - Present
IBM Retirement Funds September 1999 - September 2007
IBM Retirement Funds February 1998 - September 1999
IBM Retirement Funds May 1995 - February 1998
IBM Retirement Funds April 1990 - May 1995
IBM June 1978 - April 1990
Skills
Asset Management, Investments, 401k, Defined Benefit, Mutual Funds, Pensions, Retirement, Asset Managment, Risk Management, Asset Allocation, Mergers & Acquisitions, Strategy, Employee Benefits, Equities, Portfolio Management, Investment Management, Fixed Income, Management, Leadership, Strategic Financial..., Alternative Investments, Finance
Education
Harvard Business School 1976 — 1978
MBA, General Management
Bowdoin College 1969 — 1973
AB, Mathematics
Mount Holyoke College 1971 — 1972
Alberta Investment Management Corporation (AIMCo) February 2014 - Present
ICMA-RC 2010 - Present
CIEBA (Committee on Investment of Employee Benefit Assets) 1995 - Present
Rebalance IRA January 2012 - Present
United Way Worldwide June 2007 - Present
IBM Retirement Funds September 1999 - September 2007
IBM Retirement Funds February 1998 - September 1999
IBM Retirement Funds May 1995 - February 1998
IBM Retirement Funds April 1990 - May 1995
IBM June 1978 - April 1990
Skills
Asset Management, Investments, 401k, Defined Benefit, Mutual Funds, Pensions, Retirement, Asset Managment, Risk Management, Asset Allocation, Mergers & Acquisitions, Strategy, Employee Benefits, Equities, Portfolio Management, Investment Management, Fixed Income, Management, Leadership, Strategic Financial..., Alternative Investments, Finance
Education
Harvard Business School 1976 — 1978
MBA, General Management
Bowdoin College 1969 — 1973
AB, Mathematics
Mount Holyoke College 1971 — 1972
Thomas Bennett Thomas Bennett's ICMA-RC Experience January 2015 - Present
Job Investor Services Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC January 2015 - Present
Jackie Robinson Foundation September 2006 - Present
Vanguard March 2014 - January 2015
Vanguard May 2011 - March 2014
Vanguard September 2007 - May 2011
Vanguard August 2010 - November 2010
Vanguard July 2006 - September 2007
Maryland General Hospital May 2005 - August 2005
Skills
Leadership Development, Fundraising, Strategic Planning, Program Development, Management, Training, Analysis, Public Relations, Change Management, Proposal Writing, Process Improvement, Time Management, Competitive Analysis, Customer Service, Interviews, Project Management, Strategy, Microsoft Office
Education
Bucknell University 2002 — 2006
B.A., Economics, Spanish, African American Studies
Universidad de Sevilla 2004 — 2004
Economics and Spanish
ICMA-RC January 2015 - Present
Jackie Robinson Foundation September 2006 - Present
Vanguard March 2014 - January 2015
Vanguard May 2011 - March 2014
Vanguard September 2007 - May 2011
Vanguard August 2010 - November 2010
Vanguard July 2006 - September 2007
Maryland General Hospital May 2005 - August 2005
Skills
Leadership Development, Fundraising, Strategic Planning, Program Development, Management, Training, Analysis, Public Relations, Change Management, Proposal Writing, Process Improvement, Time Management, Competitive Analysis, Customer Service, Interviews, Project Management, Strategy, Microsoft Office
Education
Bucknell University 2002 — 2006
B.A., Economics, Spanish, African American Studies
Universidad de Sevilla 2004 — 2004
Economics and Spanish
Vivak Katla Vivak Katla's ICMA-RC Experience June 2014 - August 2014
Job IT Advisory at EY
Industry Information Technology and Services
Experience
EY June 2015 - Present
George Mason University August 2014 - May 2015
ICMA-RC June 2014 - August 2014
HSBC Global Technology India June 2011 - July 2013
Skills
CEH, ITIL v3 Foundations..., Information Security, Information Security..., Security, Computer Security, Vulnerability Assessment, Linux, Java, Risk Assessment, Firewalls, IT Audit, Information Technology
Education
George Mason University 2013 — 2015
Graduate, Information Science/Studies
EY June 2015 - Present
George Mason University August 2014 - May 2015
ICMA-RC June 2014 - August 2014
HSBC Global Technology India June 2011 - July 2013
Skills
CEH, ITIL v3 Foundations..., Information Security, Information Security..., Security, Computer Security, Vulnerability Assessment, Linux, Java, Risk Assessment, Firewalls, IT Audit, Information Technology
Education
George Mason University 2013 — 2015
Graduate, Information Science/Studies
Bo Peng Bo Peng's ICMA-RC Experience June 2014 - Present
Job Intern, Investment Division at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Citibank (China) Co., Ltd January 2012 - July 2013
Citibank (China) Co., Ltd March 2009 - December 2011
Citibank (China) Co., Ltd September 2006 - February 2009
Skills
Communication Skills, Team Leadership, Business Analysis, Sales, Data Analysis, Analysis, Financial Modeling, Adept problem-solver
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
China University of Political Science and Law 2005 — 2008
Bachelor's degree, Law - Evening Program, 3.2
ICMA-RC June 2014 - Present
Citibank (China) Co., Ltd January 2012 - July 2013
Citibank (China) Co., Ltd March 2009 - December 2011
Citibank (China) Co., Ltd September 2006 - February 2009
Skills
Communication Skills, Team Leadership, Business Analysis, Sales, Data Analysis, Analysis, Financial Modeling, Adept problem-solver
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
China University of Political Science and Law 2005 — 2008
Bachelor's degree, Law - Evening Program, 3.2
Imani Panton's ICMA-RC Experience 2011 - Present
Job Marketing Services Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC 2011 - Present
ICMA-RC 2005 - 2011
ICMA-RC 2000 - 2004
Skills
retirement plan..., management, Management Consulting, team development, client relationship..., financial services, Strategic Planning, Marketing Communications, Project Management, Business Process..., Proposal Writing, Relationship Management, Proposal Management, Proposal Development
Education
Frostburg State University
MBA Candidate (Graduating in December 2015)
The Catholic University of America
Bachelor of Arts (BA), Information Technology
ICMA-RC 2011 - Present
ICMA-RC 2005 - 2011
ICMA-RC 2000 - 2004
Skills
retirement plan..., management, Management Consulting, team development, client relationship..., financial services, Strategic Planning, Marketing Communications, Project Management, Business Process..., Proposal Writing, Relationship Management, Proposal Management, Proposal Development
Education
Frostburg State University
MBA Candidate (Graduating in December 2015)
The Catholic University of America
Bachelor of Arts (BA), Information Technology
Scott Hesterberg Scott Hesterberg's ICMA-RC Experience May 2007 - August 2007
Job Systems Engineer at US Federal Government
Industry Computer Networking
Experience
US Federal Government October 2011 - Present
CooperVision April 2011 - September 2011
Rochester Institute of Technology August 2006 - February 2011
Veramark Technologies May 2009 - May 2010
Progressive May 2008 - August 2008
ICMA-RC May 2007 - August 2007
Skills
Active Directory, System Administration, Microsoft Exchange, Network Administration, Servers, VMware ESX, Access, Computer Security, Network Security, VMware ESXi, IT Service Management, Cisco Technologies, Networking, Data Center, Windows XP, Software Installation, Technical Support, System Deployment, Cisco IOS, Git, Github, GlusterFS, CentOS
Education
Rochester Institute of Technology 2009 — 2011
Master of Business Administration, Technology Management
Rochester Institute of Technology 2006 — 2009
Bachelor of Science, Applied Networking and Systems Administration
Alaska Pacific University 2005 — 2006
US Federal Government October 2011 - Present
CooperVision April 2011 - September 2011
Rochester Institute of Technology August 2006 - February 2011
Veramark Technologies May 2009 - May 2010
Progressive May 2008 - August 2008
ICMA-RC May 2007 - August 2007
Skills
Active Directory, System Administration, Microsoft Exchange, Network Administration, Servers, VMware ESX, Access, Computer Security, Network Security, VMware ESXi, IT Service Management, Cisco Technologies, Networking, Data Center, Windows XP, Software Installation, Technical Support, System Deployment, Cisco IOS, Git, Github, GlusterFS, CentOS
Education
Rochester Institute of Technology 2009 — 2011
Master of Business Administration, Technology Management
Rochester Institute of Technology 2006 — 2009
Bachelor of Science, Applied Networking and Systems Administration
Alaska Pacific University 2005 — 2006
Donald Eschbach Donald Eschbach's ICMA-RC Experience November 2012 - Present
Job Financial Planner, CRPS, APMA
Industry Financial Services
Experience
ICMA-RC November 2012 - Present
Mastodon LLC July 2007 - Present
Skills
Retirement Planning, Portfolio Management, Life Insurance, Health Insurance, Qualified Retirement..., Traditional IRA, Roth IRA, Tax-advantaged..., Strategic Financial..., Business Planning, Whole Life, Term Life Insurance, Disability Insurance, Trust Services, Charitable Trusts, 401k Rollovers, 1031 Exchanges, Rental Management, Real Estate, Estate Planning
Education
Colorado State University 2001 — 2005
Bachelor's degree
College for Financial Planning 2009 — 2012
CRPS & APMA
University of Pennsylvania - The Wharton School 2009 — 2009
Studies for Financial Planning
Regis University 2007 — 2009
ICMA-RC November 2012 - Present
Mastodon LLC July 2007 - Present
Skills
Retirement Planning, Portfolio Management, Life Insurance, Health Insurance, Qualified Retirement..., Traditional IRA, Roth IRA, Tax-advantaged..., Strategic Financial..., Business Planning, Whole Life, Term Life Insurance, Disability Insurance, Trust Services, Charitable Trusts, 401k Rollovers, 1031 Exchanges, Rental Management, Real Estate, Estate Planning
Education
Colorado State University 2001 — 2005
Bachelor's degree
College for Financial Planning 2009 — 2012
CRPS & APMA
University of Pennsylvania - The Wharton School 2009 — 2009
Studies for Financial Planning
Regis University 2007 — 2009
James Weight James Weight's ICMA-RC Experience August 2013 - Present
Job Director, Strategic Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2013 - Present
ICMA-RC 2005 - August 2013
ICMA-RC 2004 - 2005
AXA Advisors 2001 - 2004
Skills
Financial Analysis, Financial Planning, Investments, Financial Statements, Strategic Financial..., IRAs, Asset Allocation, Cash Flow, Equities, Economics, Mutual Funds, Derivatives, Retirement, Wealth Management, Investment Management, Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Finance, Series 7, Investment Advisory, Investment Strategies, Financial Services, Series 63, 401k, Insurance, Pensions
Education
University of California, Berkeley 1983 — 1988
BA, Economics
College for Financial Planning 2006 — 2011
Masters of Science, Finance
ICMA-RC August 2013 - Present
ICMA-RC 2005 - August 2013
ICMA-RC 2004 - 2005
AXA Advisors 2001 - 2004
Skills
Financial Analysis, Financial Planning, Investments, Financial Statements, Strategic Financial..., IRAs, Asset Allocation, Cash Flow, Equities, Economics, Mutual Funds, Derivatives, Retirement, Wealth Management, Investment Management, Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Finance, Series 7, Investment Advisory, Investment Strategies, Financial Services, Series 63, 401k, Insurance, Pensions
Education
University of California, Berkeley 1983 — 1988
BA, Economics
College for Financial Planning 2006 — 2011
Masters of Science, Finance
Anupama Satyavolu Anupama Satyavolu's ICMA-RC Experience May 2004 - September 2004
Job
Industry Investment Management
Experience
Fannie Mae June 2014 - Present
Black Knight Asset Management September 2011 - August 2012
BLACK KNIGHT ASSET MANAGEMENT, LLC September 2009 - August 2011
Bank of America July 2006 - July 2007
Fannie Mae October 2004 - June 2006
ICMA-RC May 2004 - September 2004
information technology July 2000 - March 2003
INDIAN INSTITUTE OF CHEMICAL TECHNOLOGY January 1999 - December 1999
Skills
Portfolio Management, Valuation, Fixed Income, Risk Management, Investments, Equities, Bloomberg, Competitive Analysis, Credit, Data Analysis, Finance, Financial Markets, Trading, Strategic Planning, Financial Modeling, Asset Managment, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
MBA
Birla Institute of Technology and Science 1995 — 2000
Master of Sciences
Birla Institute of Technology and Science 1995 — 2000
Bachelors
Fannie Mae June 2014 - Present
Black Knight Asset Management September 2011 - August 2012
BLACK KNIGHT ASSET MANAGEMENT, LLC September 2009 - August 2011
Bank of America July 2006 - July 2007
Fannie Mae October 2004 - June 2006
ICMA-RC May 2004 - September 2004
information technology July 2000 - March 2003
INDIAN INSTITUTE OF CHEMICAL TECHNOLOGY January 1999 - December 1999
Skills
Portfolio Management, Valuation, Fixed Income, Risk Management, Investments, Equities, Bloomberg, Competitive Analysis, Credit, Data Analysis, Finance, Financial Markets, Trading, Strategic Planning, Financial Modeling, Asset Managment, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
MBA
Birla Institute of Technology and Science 1995 — 2000
Master of Sciences
Birla Institute of Technology and Science 1995 — 2000
Bachelors
Greg Bobgan's ICMA-RC Experience January 2000 - June 2006
Job Looking for Content Development Position
Industry Information Technology and Services
Experience
Xtreme Consulting Group, Inc. July 2015 - Present
Microsoft March 2010 - June 2015
Microsoft July 2003 - December 2009
ICMA-RC January 2000 - June 2006
Presbyterian Church (U.S.A.) July 1986 - July 1999
Skills
Project Management, SharePoint, Training, Microsoft Office, Leadership, Writing, Content Strategy, Content Development, Content Management
Education
Fuller Theological Seminary 1982 — 1986
Master of Divinity (M.Div.)
University of California, Santa Barbara 1980 — 1982
Bachelor's degree, Developmental and Child Psychology
Santa Barbara City College 1978 — 1980
Associate of Arts (A.A.), General Studies
Xtreme Consulting Group, Inc. July 2015 - Present
Microsoft March 2010 - June 2015
Microsoft July 2003 - December 2009
ICMA-RC January 2000 - June 2006
Presbyterian Church (U.S.A.) July 1986 - July 1999
Skills
Project Management, SharePoint, Training, Microsoft Office, Leadership, Writing, Content Strategy, Content Development, Content Management
Education
Fuller Theological Seminary 1982 — 1986
Master of Divinity (M.Div.)
University of California, Santa Barbara 1980 — 1982
Bachelor's degree, Developmental and Child Psychology
Santa Barbara City College 1978 — 1980
Associate of Arts (A.A.), General Studies
David Latimore's ICMA-RC Experience 2000 - 2004
Job Pastor Mt. Zion Baptist Church
Industry Religious Institutions
Experience
Moody Bible Institute July 2015 - Present
Mt. Zion Baptist Church May 2009 - Present
Initiative for a Competitive Inner City 2007 - 2008
ICMA-RC 2000 - 2004
Hartford Life 1998 - 2000
Vanguard 1997 - 1998
Mercantile Bank 1994 - 1997
Emerging Manager Trust Group 1991 - 1994
Skills
Community Outreach, Strategic Planning, Non-profits, Program Development, Leadership Development, Public Speaking, Fundraising, Pastoral Care, Public Relations, Event Planning, Religion, Nonprofits, Grant Writing, Volunteer Management, Preaching, Microsoft Office, Customer Service, Coaching, Theology, PowerPoint, Social Media, Research, Team Building, Youth Ministry, Teaching, Biblical Studies, Community Organizing, Organizational..., Higher Education, Discipleship, Missions, Gospel, Staff Development, Pastoral Counseling, Non-profit..., Spiritual Direction, Community Development, Conflict Resolution, Leadership, Church Events, Editing, Youth Development, Marketing, Management, Budgets, Social Networking, Pastoral, Psychotherapy, Curriculum Development, Expository Preaching
Education
University of Chicago 2012 — 2017
Ph.D. Student, Theology
McCormick Theological Seminary 2012 — 2015
D.Min., Homiletics
Duke University 2004 — 2007
M.Div., Theology
Harvard University 1984 — 1990
AB, Economics
Moody Bible Institute July 2015 - Present
Mt. Zion Baptist Church May 2009 - Present
Initiative for a Competitive Inner City 2007 - 2008
ICMA-RC 2000 - 2004
Hartford Life 1998 - 2000
Vanguard 1997 - 1998
Mercantile Bank 1994 - 1997
Emerging Manager Trust Group 1991 - 1994
Skills
Community Outreach, Strategic Planning, Non-profits, Program Development, Leadership Development, Public Speaking, Fundraising, Pastoral Care, Public Relations, Event Planning, Religion, Nonprofits, Grant Writing, Volunteer Management, Preaching, Microsoft Office, Customer Service, Coaching, Theology, PowerPoint, Social Media, Research, Team Building, Youth Ministry, Teaching, Biblical Studies, Community Organizing, Organizational..., Higher Education, Discipleship, Missions, Gospel, Staff Development, Pastoral Counseling, Non-profit..., Spiritual Direction, Community Development, Conflict Resolution, Leadership, Church Events, Editing, Youth Development, Marketing, Management, Budgets, Social Networking, Pastoral, Psychotherapy, Curriculum Development, Expository Preaching
Education
University of Chicago 2012 — 2017
Ph.D. Student, Theology
McCormick Theological Seminary 2012 — 2015
D.Min., Homiletics
Duke University 2004 — 2007
M.Div., Theology
Harvard University 1984 — 1990
AB, Economics
Caryn Wilson's ICMA-RC Experience 1996 - 1998
Job Executive Director at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
Massachusetts General Hospital January 2014 - Present
Massachusetts General Hospital 2001 - December 2013
Massachusetts General Hospital 1998 - 2001
ICMA-RC 1996 - 1998
Fidelity Investments 1996 - 1996
Massachusetts General Hospital 1990 - 1996
The Bank for Savings 1986 - 1990
Skills
Healthcare Management, Hospitals, Financial Management, Healthcare, Budgeting, Non-profits, Administration, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Managerial Finance, Program Development, Clinical Research, System Administration, Revenue Cycle, Physicians, Healthcare Consulting, Healthcare Information..., EMR, Data Analysis, HIPAA, EHR, Physician Relations, Informatics, Managed Care, Patient Safety, Quality Improvement, Public Health, Practice Management, Medicaid, Revenue Cycle Management, Meditech, Healthcare Industry, Epic Systems, Radiology, Performance Improvement, Medicine, Oncology, Medical Billing, Nursing, Cardiology, Medical Coding, Inpatient, Critical Care, Nonprofits
Education
The George Washington University
BBA, Finance
Harvard University
Graduate Certficate, Finance
College for Financial Planning
CFP Certificate, Ceritified Financial Planning
Massachusetts General Hospital January 2014 - Present
Massachusetts General Hospital 2001 - December 2013
Massachusetts General Hospital 1998 - 2001
ICMA-RC 1996 - 1998
Fidelity Investments 1996 - 1996
Massachusetts General Hospital 1990 - 1996
The Bank for Savings 1986 - 1990
Skills
Healthcare Management, Hospitals, Financial Management, Healthcare, Budgeting, Non-profits, Administration, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Managerial Finance, Program Development, Clinical Research, System Administration, Revenue Cycle, Physicians, Healthcare Consulting, Healthcare Information..., EMR, Data Analysis, HIPAA, EHR, Physician Relations, Informatics, Managed Care, Patient Safety, Quality Improvement, Public Health, Practice Management, Medicaid, Revenue Cycle Management, Meditech, Healthcare Industry, Epic Systems, Radiology, Performance Improvement, Medicine, Oncology, Medical Billing, Nursing, Cardiology, Medical Coding, Inpatient, Critical Care, Nonprofits
Education
The George Washington University
BBA, Finance
Harvard University
Graduate Certficate, Finance
College for Financial Planning
CFP Certificate, Ceritified Financial Planning
Dennis Duarte Dennis Duarte's ICMA-RC Experience October 2011 - Present
Job Regional ManagerNorthern California at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2011 - Present
ICMA-RC February 2010 - October 2011
The Hartford July 2008 - August 2009
The Hartford January 2008 - July 2008
The Hartford February 2005 - January 2008
State Farm Insurance - Leslie Wolf February 2004 - February 2005
Fremont Bank February 2003 - February 2004
Charles Schwab May 2000 - December 2002
Kraft Foods September 1998 - May 2000
AAA Resturant Fire Control January 1992 - September 1998
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 26, Insurance License,..., Retirement Planning
Education
California State University-East Bay 1994 — 2001
Bachelor of Science, Business Adminstration, Finance Option
Sunset High School 1978 — 1982
Diploma, General Education
Golden Gate University
Master of Science, Financial Planning
ICMA-RC October 2011 - Present
ICMA-RC February 2010 - October 2011
The Hartford July 2008 - August 2009
The Hartford January 2008 - July 2008
The Hartford February 2005 - January 2008
State Farm Insurance - Leslie Wolf February 2004 - February 2005
Fremont Bank February 2003 - February 2004
Charles Schwab May 2000 - December 2002
Kraft Foods September 1998 - May 2000
AAA Resturant Fire Control January 1992 - September 1998
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 26, Insurance License,..., Retirement Planning
Education
California State University-East Bay 1994 — 2001
Bachelor of Science, Business Adminstration, Finance Option
Sunset High School 1978 — 1982
Diploma, General Education
Golden Gate University
Master of Science, Financial Planning
Adrian Rivas's ICMA-RC Experience May 2008 - August 2008
Job Associate RBS Markets & International Banking
Industry Financial Services
Experience
Royal Bank of Scotland November 2013 - Present
GE Capital September 2012 - November 2013
GE February 2012 - August 2012
GE Asset Management July 2011 - January 2012
GE January 2011 - July 2011
GE Asset Management July 2010 - January 2011
England & Company June 2009 - August 2009
ICMA-RC May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Analysis, Business Development, Management Consulting, Equities, Financial Risk, Credit, Management, Asset Management, Economics, Market Analysis, Corporate Finance, Financial Reporting, Strategic Financial..., Finance, Managerial Finance
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Accounting
Gonzaga College High School 2002 — 2006
High School Diploma
Royal Bank of Scotland November 2013 - Present
GE Capital September 2012 - November 2013
GE February 2012 - August 2012
GE Asset Management July 2011 - January 2012
GE January 2011 - July 2011
GE Asset Management July 2010 - January 2011
England & Company June 2009 - August 2009
ICMA-RC May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Analysis, Business Development, Management Consulting, Equities, Financial Risk, Credit, Management, Asset Management, Economics, Market Analysis, Corporate Finance, Financial Reporting, Strategic Financial..., Finance, Managerial Finance
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Accounting
Gonzaga College High School 2002 — 2006
High School Diploma
Temeka Thompson, MBA, MHR Temeka Thompson, MBA, MHR's ICMA-RC Experience July 2011 - June 2014
Job Recruitment Social Media & Web Content Program Manager at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission June 2014 - Present
Charles County Government March 2014 - Present
ICMA-RC July 2011 - June 2014
SAIC April 2007 - December 2010
SAIC December 2005 - April 2007
USAF January 1998 - January 2007
Skills
Employee Benefits, Talent Acquisition, 401k, PeopleSoft, Employee Relations, Human Resources, Deferred Compensation, Recruiting, Talent Management, Defined Contribution, Financial Services, Succession Planning, College Recruiting, Sourcing, Performance Management, Training, Temporary Placement, Internet Recruiting, Leadership, Hiring, Personnel Management, Management, Project Management, Human Capital, SDLC, Applicant Tracking..., Interviews, Job Fairs, Screening Resumes
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Masters, Human Resources Management and Services
American Intercontinental University 2006 — 2007
Master of Business Administration (MBA), Marketing
U.S. Securities and Exchange Commission June 2014 - Present
Charles County Government March 2014 - Present
ICMA-RC July 2011 - June 2014
SAIC April 2007 - December 2010
SAIC December 2005 - April 2007
USAF January 1998 - January 2007
Skills
Employee Benefits, Talent Acquisition, 401k, PeopleSoft, Employee Relations, Human Resources, Deferred Compensation, Recruiting, Talent Management, Defined Contribution, Financial Services, Succession Planning, College Recruiting, Sourcing, Performance Management, Training, Temporary Placement, Internet Recruiting, Leadership, Hiring, Personnel Management, Management, Project Management, Human Capital, SDLC, Applicant Tracking..., Interviews, Job Fairs, Screening Resumes
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Masters, Human Resources Management and Services
American Intercontinental University 2006 — 2007
Master of Business Administration (MBA), Marketing
Erin Calloway Erin Calloway's ICMA-RC Experience June 2014 - Present
Job Supervisor at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Gannett April 2013 - April 2014
Freelance Consultant November 2011 - May 2013
Georgetown University January 2010 - May 2012
Consumer Bankers Association April 2011 - June 2011
Ogilvy Public Relations Worldwide June 2010 - September 2010
UBS Investment Bank August 2004 - October 2009
Skills
Financial Modeling, Public Relations, Process Improvement, Strategic Communications, Project Management, Financial Analysis, Risk Management, Strategic Planning, Analysis, Public Speaking, Program Management, Portfolio Management, Microsoft Office, Data Analysis, Change Management, Microsoft Excel, Corporate Finance, Event Planning, Event Management, Budgets, Investments, Finance, Leadership, Sales Operations, Salesforce.com
Education
Georgetown University 2010 — 2012
MPS
Morgan State University 2000 — 2003
Bachelor of Business Administration (B.B.A.)
Arundel Senior High School 1994 — 1999
Mountbatten
Mountbatten
ICMA-RC June 2014 - Present
Gannett April 2013 - April 2014
Freelance Consultant November 2011 - May 2013
Georgetown University January 2010 - May 2012
Consumer Bankers Association April 2011 - June 2011
Ogilvy Public Relations Worldwide June 2010 - September 2010
UBS Investment Bank August 2004 - October 2009
Skills
Financial Modeling, Public Relations, Process Improvement, Strategic Communications, Project Management, Financial Analysis, Risk Management, Strategic Planning, Analysis, Public Speaking, Program Management, Portfolio Management, Microsoft Office, Data Analysis, Change Management, Microsoft Excel, Corporate Finance, Event Planning, Event Management, Budgets, Investments, Finance, Leadership, Sales Operations, Salesforce.com
Education
Georgetown University 2010 — 2012
MPS
Morgan State University 2000 — 2003
Bachelor of Business Administration (B.B.A.)
Arundel Senior High School 1994 — 1999
Mountbatten
Mountbatten
Stephanie Deason, CMA, MBA Stephanie Deason, CMA, MBA's ICMA-RC Experience April 2013 - August 2013
Job Accounting/Finance Professional
Industry Nonprofit Organization Management
Experience
National League of Cities November 2014 - Present
Ivy Management, LLC July 2013 - November 2014
ICMA-RC April 2013 - August 2013
TMX Finance January 2011 - April 2013
The Landings Club March 2008 - January 2011
Republic Services Inc May 2007 - February 2008
Skills
General Ledger, Cash Management, Variance Analysis, Financial Statements, Forecasting, Financial Modeling, Budget, Expenses, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Fixed Assets, Accounting, Cash Flow, Budgets, Process Improvement, Income Statement, Microsoft Excel, Outlook, Finance, Time Management, Internal Controls, Financial Accounting, Managerial Finance, Auditing, GAAP, Financial Analysis, Strategic Financial..., Inventory Management, Internal Audit, Access, Analysis, Great Plains Software
Education
Georgia Southern University 2007 — 2009
MBA
Georgia Southern University - College of Business Administration 2003 — 2007
BBA, Accounting
National League of Cities November 2014 - Present
Ivy Management, LLC July 2013 - November 2014
ICMA-RC April 2013 - August 2013
TMX Finance January 2011 - April 2013
The Landings Club March 2008 - January 2011
Republic Services Inc May 2007 - February 2008
Skills
General Ledger, Cash Management, Variance Analysis, Financial Statements, Forecasting, Financial Modeling, Budget, Expenses, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Fixed Assets, Accounting, Cash Flow, Budgets, Process Improvement, Income Statement, Microsoft Excel, Outlook, Finance, Time Management, Internal Controls, Financial Accounting, Managerial Finance, Auditing, GAAP, Financial Analysis, Strategic Financial..., Inventory Management, Internal Audit, Access, Analysis, Great Plains Software
Education
Georgia Southern University 2007 — 2009
MBA
Georgia Southern University - College of Business Administration 2003 — 2007
BBA, Accounting
Kurt Walten Kurt Walten's ICMA-RC Experience 1989 - 2006
Job Senior Vice President, Investment Affairs & Investor Education at NAREIT
Industry Real Estate
Experience
NAREIT August 2006 - Present
ICMA-RC 1989 - 2006
Ullico, Inc. 1982 - 1989
Skills
Series 7, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Uniform Combined State..., Wealth Management, Fixed Annuities, Strategic Planning, Strategic Communications, Securities, Non-profits, Equities, Nonprofits, Financial Analysis
Education
Marymount University 1988 — 1991
MBA
Dickinson College 1978 — 1982
BA, Political Science
Don Bosco Preparatory High School 1974 — 1978
Cavallini Middle School 1971 — 1974
NAREIT August 2006 - Present
ICMA-RC 1989 - 2006
Ullico, Inc. 1982 - 1989
Skills
Series 7, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Uniform Combined State..., Wealth Management, Fixed Annuities, Strategic Planning, Strategic Communications, Securities, Non-profits, Equities, Nonprofits, Financial Analysis
Education
Marymount University 1988 — 1991
MBA
Dickinson College 1978 — 1982
BA, Political Science
Don Bosco Preparatory High School 1974 — 1978
Cavallini Middle School 1971 — 1974
Paul Grimm Paul Grimm's ICMA-RC Experience July 2015 - Present
Job Senior Application Architect
Industry Financial Services
Experience
ICMA-RC July 2015 - Present
ICMA-RC June 2014 - June 2015
Sirius Systems Consulting, Ltd. 1993 - June 2015
Abercrombie & Fitch February 2009 - July 2014
ICMA-RC June 2007 - December 2008
Abercrombie & Fitch 2005 - 2007
Ohio Tuition Trust Authority 1997 - 2004
Riverton Software Corporation March 2000 - August 2000
Mac Frugal's / Pic 'N Save 1993 - 1995
LDA Systems 1992 - 1993
Skills
Eclipse, Groovy, Databases, SQL, XML, DB2, Sybase, Java, TDD, Oracle, Linux, PowerBuilder, Software Development, Spring, Automated Software..., Requirements Gathering, Quality Assurance, Oracle Retail, HTML, CSS, Test Driven Development
Education
Franklin University 2006 — 2007
Computer Science
Columbus State Community College 1994 — 2004
Logistics, Restaurant Management, Culinary
University of Toledo 1984 — 1986
Business Data Processing
Penta County Vocational School 1982 — 1984
Outstanding Alumnus Award, Business Data Processing
ICMA-RC July 2015 - Present
ICMA-RC June 2014 - June 2015
Sirius Systems Consulting, Ltd. 1993 - June 2015
Abercrombie & Fitch February 2009 - July 2014
ICMA-RC June 2007 - December 2008
Abercrombie & Fitch 2005 - 2007
Ohio Tuition Trust Authority 1997 - 2004
Riverton Software Corporation March 2000 - August 2000
Mac Frugal's / Pic 'N Save 1993 - 1995
LDA Systems 1992 - 1993
Skills
Eclipse, Groovy, Databases, SQL, XML, DB2, Sybase, Java, TDD, Oracle, Linux, PowerBuilder, Software Development, Spring, Automated Software..., Requirements Gathering, Quality Assurance, Oracle Retail, HTML, CSS, Test Driven Development
Education
Franklin University 2006 — 2007
Computer Science
Columbus State Community College 1994 — 2004
Logistics, Restaurant Management, Culinary
University of Toledo 1984 — 1986
Business Data Processing
Penta County Vocational School 1982 — 1984
Outstanding Alumnus Award, Business Data Processing
Lee Barclay Webster Lee Barclay Webster's ICMA-RC Experience November 2001 - January 2003
Job Senior Project Representative Systems Implementation & Insurance Operations at NRECA
Industry Financial Services
Experience
NRECA August 2009 - February 2011
Coldwell Banker Residential Brokerage January 2005 - December 2008
ICMA-RC November 2001 - January 2003
JZA Affinity - Group Insurance & Retirement Plans April 2001 - October 2001
Watson Wyatt March 1985 - March 1997
Skills
Management, Vendor Management, Change Management, Project Management, Project Planning, Strategic Planning, Risk Management
Education
The George Washington University - School of Business 2000 — 2002
MBA, Business Administration with HR & IT Management Emphasis
George Mason University 1999 — 2000
Bachelor of Individualized Study - Biotechnology Management, specialized in Genetics, Management, HR, Accounting, Statistics, Business Law & Communications
NRECA August 2009 - February 2011
Coldwell Banker Residential Brokerage January 2005 - December 2008
ICMA-RC November 2001 - January 2003
JZA Affinity - Group Insurance & Retirement Plans April 2001 - October 2001
Watson Wyatt March 1985 - March 1997
Skills
Management, Vendor Management, Change Management, Project Management, Project Planning, Strategic Planning, Risk Management
Education
The George Washington University - School of Business 2000 — 2002
MBA, Business Administration with HR & IT Management Emphasis
George Mason University 1999 — 2000
Bachelor of Individualized Study - Biotechnology Management, specialized in Genetics, Management, HR, Accounting, Statistics, Business Law & Communications
Kay Shedenhelm's ICMA-RC Experience January 2006 - May 2006
Job Business Development Specialist at KnowledgeNet The Live Learning Company
Industry Research
Experience
KnowledgeNet – The Live Learning Company November 2012 - Present
Image Incentives May 2007 - March 2012
ICMA-RC January 2006 - May 2006
Economic Opportunity Studies, Inc. January 2001 - August 2005
Montgomery College September 2002 - May 2005
US Environmental Protection Agency (EPA) January 2004 - August 2004
Skills
Strategic Planning, Public Speaking, Data Entry, Customer Service, Team Building, Account Management, Research, Microsoft Office, CRM, Lead Generation, Business Development, PowerPoint, Salesforce.com, New Business Development, Microsoft Excel, Leadership, Music, Teaching
Education
American University 2000 — 2004
Ph.D., Economics
American University 2000 — 2002
Master of Arts (M.A.), Economics
University of Washington 1999 — 2000
Bachelor of Arts, Economics
KnowledgeNet – The Live Learning Company November 2012 - Present
Image Incentives May 2007 - March 2012
ICMA-RC January 2006 - May 2006
Economic Opportunity Studies, Inc. January 2001 - August 2005
Montgomery College September 2002 - May 2005
US Environmental Protection Agency (EPA) January 2004 - August 2004
Skills
Strategic Planning, Public Speaking, Data Entry, Customer Service, Team Building, Account Management, Research, Microsoft Office, CRM, Lead Generation, Business Development, PowerPoint, Salesforce.com, New Business Development, Microsoft Excel, Leadership, Music, Teaching
Education
American University 2000 — 2004
Ph.D., Economics
American University 2000 — 2002
Master of Arts (M.A.), Economics
University of Washington 1999 — 2000
Bachelor of Arts, Economics
Steven Damsky, PMP's ICMA-RC Experience May 1995 - May 1998
Job Deputy CIO & Chief Project Officer at NYC Department of Education
Industry Government Administration
Experience
NYC Department of Education February 2012 - Present
Experis April 2010 - February 2012
MWH March 2009 - December 2009
MGM Resorts International August 2004 - April 2008
GES Experience Specialists December 2002 - July 2004
RWD Technologies May 2000 - December 2002
Self Employed May 1998 - May 2000
ICMA-RC May 1995 - May 1998
Self Employed May 1991 - May 1995
McDonnell Douglas Space Systems Company May 1990 - May 1991
Skills
PMP, Program Management, Business Intelligence, Quality Assurance, PMO, Project Portfolio..., Vendor Management, PMI, Strategic Planning, Business Process, Agile Methodologies, Requirements Gathering, Process Improvement, Enterprise Architecture, Requirements Analysis, IT Strategy, Project Management, Change Management, CRM, Management, Enterprise Software, Leadership, Project Delivery, Team Leadership, E-commerce, Risk Management, SDLC, Information Technology
Education
American University - Washington College of Law 1993 — 1997
JD, Law
The George Washington University 1984 — 1989
BS (ME), Mechanical Engineering
NYC Department of Education February 2012 - Present
Experis April 2010 - February 2012
MWH March 2009 - December 2009
MGM Resorts International August 2004 - April 2008
GES Experience Specialists December 2002 - July 2004
RWD Technologies May 2000 - December 2002
Self Employed May 1998 - May 2000
ICMA-RC May 1995 - May 1998
Self Employed May 1991 - May 1995
McDonnell Douglas Space Systems Company May 1990 - May 1991
Skills
PMP, Program Management, Business Intelligence, Quality Assurance, PMO, Project Portfolio..., Vendor Management, PMI, Strategic Planning, Business Process, Agile Methodologies, Requirements Gathering, Process Improvement, Enterprise Architecture, Requirements Analysis, IT Strategy, Project Management, Change Management, CRM, Management, Enterprise Software, Leadership, Project Delivery, Team Leadership, E-commerce, Risk Management, SDLC, Information Technology
Education
American University - Washington College of Law 1993 — 1997
JD, Law
The George Washington University 1984 — 1989
BS (ME), Mechanical Engineering
Mangal Kumar CISA, CISSP, CCNA, PMP's ICMA-RC Experience June 2014 - Present
Job IT Risk Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Freddie Mac January 2009 - May 2014
Freddie Mac October 2006 - January 2009
Deloitte & Touche February 2005 - October 2006
Enterprise Financial Consulting August 2004 - February 2005
American University June 2002 - August 2004
CAMS (DoD) April 1995 - July 2001
Skills
IT Audit, Risk Management, Internal Audit, COBIT, Sarbanes-Oxley Act, Information Technology, Enterprise Risk..., CISA, Business Process, Internal Controls, Enterprise Architecture, Governance, SDLC, Business Analysis, Financial Risk, Information Security, CISSP, SOX, Project Management, Risk Assessment, Business Process..., Operations Management, Information Security..., NIST, COSO, Operational Risk..., Quality Assurance, Business Continuity, Technical Training, Vulnerability Management
Education
kv
American University 2002 — 2004
MBA
CME Pune 1997 — 1998
PGDCA
National Institute of Technology 1985 — 1989
BS
George Mason University 2012 — 2017
MS (PT)
ICMA-RC June 2014 - Present
Freddie Mac January 2009 - May 2014
Freddie Mac October 2006 - January 2009
Deloitte & Touche February 2005 - October 2006
Enterprise Financial Consulting August 2004 - February 2005
American University June 2002 - August 2004
CAMS (DoD) April 1995 - July 2001
Skills
IT Audit, Risk Management, Internal Audit, COBIT, Sarbanes-Oxley Act, Information Technology, Enterprise Risk..., CISA, Business Process, Internal Controls, Enterprise Architecture, Governance, SDLC, Business Analysis, Financial Risk, Information Security, CISSP, SOX, Project Management, Risk Assessment, Business Process..., Operations Management, Information Security..., NIST, COSO, Operational Risk..., Quality Assurance, Business Continuity, Technical Training, Vulnerability Management
Education
kv
American University 2002 — 2004
MBA
CME Pune 1997 — 1998
PGDCA
National Institute of Technology 1985 — 1989
BS
George Mason University 2012 — 2017
MS (PT)
Gregory Maydan - MS, CISA, CRISC's ICMA-RC Experience October 2010 - Present
Job
Industry Financial Services
Experience
ICMA-RC October 2010 - Present
CommIT Consulting Group September 2008 - October 2010
Freddie Mac September 2004 - August 2008
Fannie Mae 1996 - 2004
Washington Hospital Center - Medlantic 1992 - 1994
Skills
Sarbanes-Oxley Act, Auditing, COBIT, Information Security, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, CISA, Risk Management, Sarbanes-Oxley, SOX 404, Operational Risk..., Financial Risk, Risk Assessment
Education
Columbia College
BBA, Business/Accounting
University of Maryland College Park
MS Computer, Computer Systems Management
ICMA-RC October 2010 - Present
CommIT Consulting Group September 2008 - October 2010
Freddie Mac September 2004 - August 2008
Fannie Mae 1996 - 2004
Washington Hospital Center - Medlantic 1992 - 1994
Skills
Sarbanes-Oxley Act, Auditing, COBIT, Information Security, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, CISA, Risk Management, Sarbanes-Oxley, SOX 404, Operational Risk..., Financial Risk, Risk Assessment
Education
Columbia College
BBA, Business/Accounting
University of Maryland College Park
MS Computer, Computer Systems Management
Maria Hardy's ICMA-RC Experience July 2014 - Present
Job HR Staffing & Recruitment Specialist
Industry Staffing and Recruiting
Experience
ICMA-RC July 2014 - Present
Skills
Full-life Cycle..., Talent Acquisition, Client Relationships, Applicant Tracking..., Recruiting, Interviews, Sourcing, Interviewing, Career Counseling, Talent Management, Resume Writing, Contract Recruitment, Benefits Negotiation, Temporary Placement, Executive Search, Management, Hiring, College Recruiting, Employee Relations, Internet Recruiting, Screening Resumes, Cold Calling, Background Checks, Onboarding, Taleo, SDLC, Staffing Services, Recruitment Advertising, Offer Letters, Outlook, Salary Negotiation
Education
American InterContinental University
Business Administration, Human Resource Management
University of the District of Columbia 2005 — 2008
Business Administration
ICMA-RC July 2014 - Present
Skills
Full-life Cycle..., Talent Acquisition, Client Relationships, Applicant Tracking..., Recruiting, Interviews, Sourcing, Interviewing, Career Counseling, Talent Management, Resume Writing, Contract Recruitment, Benefits Negotiation, Temporary Placement, Executive Search, Management, Hiring, College Recruiting, Employee Relations, Internet Recruiting, Screening Resumes, Cold Calling, Background Checks, Onboarding, Taleo, SDLC, Staffing Services, Recruitment Advertising, Offer Letters, Outlook, Salary Negotiation
Education
American InterContinental University
Business Administration, Human Resource Management
University of the District of Columbia 2005 — 2008
Business Administration
Craig Small's ICMA-RC Experience February 2008 - August 2009
Job
Industry Financial Services
Experience
PNC Financial Services Group August 2009 - Present
ICMA-RC February 2008 - August 2009
Skills
Relationship Management, Commercial Banking, Investment Banking, New Business Development, Written & Oral..., Capital Markets, Treasury Management, Debt Management, Investment Management, Public Finance, Local Government, Higher Education, Not for Profit, Credit Analysis, Qualified Retirement...
Education
Harvard Business School
MBA
Auburn University
M.Ed.
Penn State University
B.A.
PNC Financial Services Group August 2009 - Present
ICMA-RC February 2008 - August 2009
Skills
Relationship Management, Commercial Banking, Investment Banking, New Business Development, Written & Oral..., Capital Markets, Treasury Management, Debt Management, Investment Management, Public Finance, Local Government, Higher Education, Not for Profit, Credit Analysis, Qualified Retirement...
Education
Harvard Business School
MBA
Auburn University
M.Ed.
Penn State University
B.A.
Carl Guerin, CFA's ICMA-RC Experience 2004 - 2006
Job Vice President, Equity Research Analyst The Boston Company
Industry Investment Management
Experience
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
Trevor Swanberg's ICMA-RC Experience December 2011 - January 2015
Job Vice President Fund CCO Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
Joshua Harari's ICMA-RC Experience August 2008 - Present
Job Senior Fund Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2008 - Present
Standard & Poor's 1986 - 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Investment Advisory, Hedge Funds, Equities, Investments, Asset Management, Bloomberg, Equity Research, Asset Allocation, Capital Markets, Investment Management, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1982 — 1986
Master of Business Administration (MBA), Finance and Investments
ICMA-RC August 2008 - Present
Standard & Poor's 1986 - 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Investment Advisory, Hedge Funds, Equities, Investments, Asset Management, Bloomberg, Equity Research, Asset Allocation, Capital Markets, Investment Management, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1982 — 1986
Master of Business Administration (MBA), Finance and Investments
Cynthia Holtz's ICMA-RC Experience Manager HelpdeskHCR ManorCare1981 - 2000
Job Manager, Help Desk Support at ICMARC
Industry Financial Services
Experience
ICMA-RC Manager HelpdeskHCR ManorCare1981 - 2000
Education
Central State University 1967 — 1971
ICMA-RC Manager HelpdeskHCR ManorCare1981 - 2000
Education
Central State University 1967 — 1971
Maurice Foley's ICMA-RC Experience April 2012 - Present
Job Client Support Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC April 2012 - Present
WealthEngine January 2010 - March 2012
Kammett, LLC May 2008 - January 2010
Cisco 2005 - 2007
LexisNexis 2000 - 2006
Skills
Salesforce.com, Account Management, Sales, Customer Service, Marketing, Troubleshooting, Fundraising, CRM, Cold Calling, Training, Management, Marketing Strategy, Sales Operations, Analysis, Lead Generation, Strategy, Strategic Planning
Education
American Public University System 2010 — 2013
Master of Arts (M.A.), Management
Alabama Agricultural and Mechanical University 1993 — 1998
Bachelor of Arts (B.A.), Telecommunications Management
ICMA-RC April 2012 - Present
WealthEngine January 2010 - March 2012
Kammett, LLC May 2008 - January 2010
Cisco 2005 - 2007
LexisNexis 2000 - 2006
Skills
Salesforce.com, Account Management, Sales, Customer Service, Marketing, Troubleshooting, Fundraising, CRM, Cold Calling, Training, Management, Marketing Strategy, Sales Operations, Analysis, Lead Generation, Strategy, Strategic Planning
Education
American Public University System 2010 — 2013
Master of Arts (M.A.), Management
Alabama Agricultural and Mechanical University 1993 — 1998
Bachelor of Arts (B.A.), Telecommunications Management
Bill Reimers's ICMA-RC Experience March 1998 - October 1998
Job Associate at Booz Allen Hamilton
Industry Information Services
Experience
Booz Allen Hamilton November 2009 - Present
Diamond Data Systems April 2008 - December 2009
Booz Allen Hamilton August 2006 - April 2008
Marriott International 1987 - 2006
ICMA-RC March 1998 - October 1998
Skills
PeopleSoft, HRIS, Business Analysis, SDLC, Oracle, Business Process..., Business Intelligence, Process Improvement, Integration, Databases, Financial Analysis, Change Management, Performance Management, Customer Service, HR Consulting, Benefits Administration, HTML, JavaScript, PHP, Requirements Gathering, Requirements Analysis
Education
Rutgers University-New Brunswick 1981 — 1983
BS, Computer Science
Bergen Community College 1979 — 1981
AAS, Computer Programming
Booz Allen Hamilton November 2009 - Present
Diamond Data Systems April 2008 - December 2009
Booz Allen Hamilton August 2006 - April 2008
Marriott International 1987 - 2006
ICMA-RC March 1998 - October 1998
Skills
PeopleSoft, HRIS, Business Analysis, SDLC, Oracle, Business Process..., Business Intelligence, Process Improvement, Integration, Databases, Financial Analysis, Change Management, Performance Management, Customer Service, HR Consulting, Benefits Administration, HTML, JavaScript, PHP, Requirements Gathering, Requirements Analysis
Education
Rutgers University-New Brunswick 1981 — 1983
BS, Computer Science
Bergen Community College 1979 — 1981
AAS, Computer Programming
Melinda Manning Robinson, MBA, QKA's ICMA-RC Experience 2001 - 2003
Job HR Manager at University of Maryland Medical System
Industry Human Resources
Experience
University of Maryland Medical System September 2013 - Present
University of Maryland Medical Center January 2012 - September 2013
Constellation Energy 2009 - 2011
Legg Mason April 2003 - December 2008
ICMA-RC 2001 - 2003
T. Rowe Price January 1995 - March 2001
Skills
PeopleSoft, Process Improvement, Project Management, Strategic Planning, Microsoft Excel, Microsoft Office, Public Speaking, Human Resources, Customer Service, Insurance, Employee Benefits, Analysis, Account Reconciliation, Training, New Hire Orientations, Benefits Administration, Retirement, Pensions, Defined Contribution, Financial Analysis, Policy, Vendor Management, Leadership, Financial Services, Budgets, Data Analysis, Defined Benefit, 401k, HR Policies, Coaching, Deferred Compensation, Employee Relations, Finance, Performance Management, Management, Employee Training
Education
Loyola College in Maryland 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Coppin State University 1990 — 1995
Bachelor's degree, Accounting and Business/Management
University of Maryland Medical System September 2013 - Present
University of Maryland Medical Center January 2012 - September 2013
Constellation Energy 2009 - 2011
Legg Mason April 2003 - December 2008
ICMA-RC 2001 - 2003
T. Rowe Price January 1995 - March 2001
Skills
PeopleSoft, Process Improvement, Project Management, Strategic Planning, Microsoft Excel, Microsoft Office, Public Speaking, Human Resources, Customer Service, Insurance, Employee Benefits, Analysis, Account Reconciliation, Training, New Hire Orientations, Benefits Administration, Retirement, Pensions, Defined Contribution, Financial Analysis, Policy, Vendor Management, Leadership, Financial Services, Budgets, Data Analysis, Defined Benefit, 401k, HR Policies, Coaching, Deferred Compensation, Employee Relations, Finance, Performance Management, Management, Employee Training
Education
Loyola College in Maryland 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Coppin State University 1990 — 1995
Bachelor's degree, Accounting and Business/Management
Endia Snowden's ICMA-RC Experience November 2004 - May 2008
Job ACTIVELY SEEKING EMPLOYMENT!
Industry Marketing and Advertising
Experience
ACTIVELY SEEKING EMPLOYMENT! March 2012 - Present
Vizada August 2011 - March 2012
UnitedHealthcare May 2011 - July 2011
T Rowe Price May 2008 - April 2011
ICMA-RC November 2004 - May 2008
APS Healthcare 2000 - 2002
Haley & Aldrich 1998 - 1999
ACCT 1997 - 1998
ACCT 1997 - 1998
ACCT 1997 - 1998
Skills
Marketing, Proposal Writing, Cross-functional Team..., Product Marketing, Training, Business Development, Program Management, Product Management, Marketing Strategy, Budgets, Editing, Strategy, Strategic Planning
Education
American University 1993 — 1995
M.A., Public Relations
University of Maryland Eastern Shore 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
ACTIVELY SEEKING EMPLOYMENT! March 2012 - Present
Vizada August 2011 - March 2012
UnitedHealthcare May 2011 - July 2011
T Rowe Price May 2008 - April 2011
ICMA-RC November 2004 - May 2008
APS Healthcare 2000 - 2002
Haley & Aldrich 1998 - 1999
ACCT 1997 - 1998
ACCT 1997 - 1998
ACCT 1997 - 1998
Skills
Marketing, Proposal Writing, Cross-functional Team..., Product Marketing, Training, Business Development, Program Management, Product Management, Marketing Strategy, Budgets, Editing, Strategy, Strategic Planning
Education
American University 1993 — 1995
M.A., Public Relations
University of Maryland Eastern Shore 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Meredith Beckman's ICMA-RC Experience October 2005 - January 2013
Job Pursue your passion, and the money will follow.
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Cris Vega, CFP®, MBA, MA's ICMA-RC Experience April 2008 - Present
Job Certified Financial Planner™ at ICMARC
Industry Financial Services
Experience
ICMA-RC April 2008 - Present
Cerritos College August 2013 - December 2013
Banc of America Investment Services March 2006 - March 2008
Merrill Lynch August 2004 - March 2006
The Coca-Cola Company, Coca-Cola North America, Coca-Cola Enterprises, KO, CCE November 1991 - May 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Management, Financial Planners, Estate Planning, Personal Finance, Financial Analysis, Teaching, Forecasting, Strategic Planning, Certified Financial..., Cross-functional Team..., Team Building, Marketing, Stata, Public Speaking, Economic Research, Workshop Facilitation, Strategy, Pricing, Finance, Budgets, Risk Management, Asset Allocation, Data Analysis, Mutual Funds, Business Planning, Retirement, Analysis, Competitive Analysis, Executive Management, Leadership, Investment Advisory, Coaching, Market Research, Business Strategy, Economics, Accounting, Training, Access, Naviplan, Insurance Planning, Financial Planning, Econometrics, Portfolio Management
Education
California State University-Fullerton - College of Business and Economics
MA, Economics
California State University-Long Beach - College of Business Administration
BS, Finance / Economics
California State University-Los Angeles
MBA, International Business
ICMA-RC April 2008 - Present
Cerritos College August 2013 - December 2013
Banc of America Investment Services March 2006 - March 2008
Merrill Lynch August 2004 - March 2006
The Coca-Cola Company, Coca-Cola North America, Coca-Cola Enterprises, KO, CCE November 1991 - May 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Management, Financial Planners, Estate Planning, Personal Finance, Financial Analysis, Teaching, Forecasting, Strategic Planning, Certified Financial..., Cross-functional Team..., Team Building, Marketing, Stata, Public Speaking, Economic Research, Workshop Facilitation, Strategy, Pricing, Finance, Budgets, Risk Management, Asset Allocation, Data Analysis, Mutual Funds, Business Planning, Retirement, Analysis, Competitive Analysis, Executive Management, Leadership, Investment Advisory, Coaching, Market Research, Business Strategy, Economics, Accounting, Training, Access, Naviplan, Insurance Planning, Financial Planning, Econometrics, Portfolio Management
Education
California State University-Fullerton - College of Business and Economics
MA, Economics
California State University-Long Beach - College of Business Administration
BS, Finance / Economics
California State University-Los Angeles
MBA, International Business
Joan Caine, CFA's ICMA-RC Experience May 1990 - June 1998
Job Director of Investments at Washington Trust Wealth Management
Industry Investment Management
Experience
Washington Trust Wealth Management June 2010 - Present
State of Rhode Island Employees' Retirement System September 1999 - January 2007
ICMA-RC May 1990 - June 1998
Nasdaq May 1987 - May 1990
Fleet Bank June 1985 - May 1987
Skills
Portfolio Management, Equities, Financial Modeling, Wealth Management, Asset Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Credit Analysis, Fixed Income, Strategic Financial..., Hedge Funds, Mutual Funds, Bloomberg, Financial Planning
Education
Loyola University Maryland 1988 — 1990
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
BS
Washington Trust Wealth Management June 2010 - Present
State of Rhode Island Employees' Retirement System September 1999 - January 2007
ICMA-RC May 1990 - June 1998
Nasdaq May 1987 - May 1990
Fleet Bank June 1985 - May 1987
Skills
Portfolio Management, Equities, Financial Modeling, Wealth Management, Asset Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Credit Analysis, Fixed Income, Strategic Financial..., Hedge Funds, Mutual Funds, Bloomberg, Financial Planning
Education
Loyola University Maryland 1988 — 1990
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
BS
Abdeslam Bennani's ICMA-RC Experience December 2012 - Present
Job Project Manager at ICMARC
Industry Information Technology and Services
Experience
ICMA-RC December 2012 - Present
NYC Health and Hospitals Corporation June 2011 - December 2012
The ACI Group, Inc. May 2009 - May 2012
Turnkey Solutions March 2010 - March 2011
Comcast Cable January 2007 - January 2009
Skills
Requirements Gathering, Oracle, Oracle E-Business Suite, Oracle Applications, Gap Analysis, Project Management, Oracle Financial, SDLC, Requirements Analysis, Information Technology, Business Process, Business Analysis, Integration, Business Intelligence, ERP, Vendor Management, Data Warehousing, SQL, Visio
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
ICMA-RC December 2012 - Present
NYC Health and Hospitals Corporation June 2011 - December 2012
The ACI Group, Inc. May 2009 - May 2012
Turnkey Solutions March 2010 - March 2011
Comcast Cable January 2007 - January 2009
Skills
Requirements Gathering, Oracle, Oracle E-Business Suite, Oracle Applications, Gap Analysis, Project Management, Oracle Financial, SDLC, Requirements Analysis, Information Technology, Business Process, Business Analysis, Integration, Business Intelligence, ERP, Vendor Management, Data Warehousing, SQL, Visio
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
David Braverman, CFA's ICMA-RC Experience April 2008 - Present
Job Managing Vice President, Equity at ICMA Retirement Corporation
Industry Investment Management
Experience
ICMA-RC April 2008 - Present
Standard & Poor's Investment Advisory Services November 1985 - January 2008
The McGraw Hill Companies September 1984 - November 1985
The McGraw Hill Companies June 1981 - September 1984
Skills
Portfolio Management, Equities, Mutual Funds, Investment Management, Team Leadership, Strategic Leadership, Thought Leadership, Investment Advisory, Investments, Asset Allocation, Manager Selection, Equity Research, Index Funds, Economics, Financial Markets, Defined Contribution, 457 Plans, 401k, IRAs, Roth IRA, Investment Companies, Personal Finance, College Savings Plans, 529 Plans, Spokesperson, Media Interviews, Business Strategy, Chartered Financial..., MBA
Education
Adelphi University 1981 — 1983
MBA, Finance and Investments
Stony Brook University 1977 — 1981
B.A., Economics
Commack High School 1975 — 1977
ICMA-RC April 2008 - Present
Standard & Poor's Investment Advisory Services November 1985 - January 2008
The McGraw Hill Companies September 1984 - November 1985
The McGraw Hill Companies June 1981 - September 1984
Skills
Portfolio Management, Equities, Mutual Funds, Investment Management, Team Leadership, Strategic Leadership, Thought Leadership, Investment Advisory, Investments, Asset Allocation, Manager Selection, Equity Research, Index Funds, Economics, Financial Markets, Defined Contribution, 457 Plans, 401k, IRAs, Roth IRA, Investment Companies, Personal Finance, College Savings Plans, 529 Plans, Spokesperson, Media Interviews, Business Strategy, Chartered Financial..., MBA
Education
Adelphi University 1981 — 1983
MBA, Finance and Investments
Stony Brook University 1977 — 1981
B.A., Economics
Commack High School 1975 — 1977
Walid Refai, CMT, CAIA's ICMA-RC Experience May 2008 - Present
Job Client Portfolio Manager
Industry Financial Services
Experience
ICMA-RC May 2008 - Present
Education
American University - Kogod School of Business 1982 — 1985
Master of Science (MS), Finance
Alexandria University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
ICMA-RC May 2008 - Present
Education
American University - Kogod School of Business 1982 — 1985
Master of Science (MS), Finance
Alexandria University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Young Yi's ICMA-RC Experience May 2015 - Present
Job Manager, Risk Management & Analysis at ICMARC
Industry Nonprofit Organization Management
Experience
ICMA-RC May 2015 - Present
ICMA-RC November 2013 - Present
ICMA-RC January 2007 - October 2013
Stone & Youngberg LLC May 2004 - August 2005
Skills
Investments, Analysis, Financial Services, Risk Management, Portfolio Management, Securities, Fixed Income, Banking, Management, Asset Management, Customer Service, Information Security, CompTIA Network+, Business Analysis, FINRA series 7 & 63, Security+, CEH, Cyber-security, Secure FTP, Security, Financial Analysis, Information Technology, Strategic Planning
Education
Universtiy of Maryland University College 2009 — 2010
Master of Business Administration (MBA), IT and Finance, 3.6
University of Maryland University College 2007 — 2009
Master of Science (MS), IT and Finance, 3.6
George Mason University
Bachelor of Science (BS), Economics
ICMA-RC May 2015 - Present
ICMA-RC November 2013 - Present
ICMA-RC January 2007 - October 2013
Stone & Youngberg LLC May 2004 - August 2005
Skills
Investments, Analysis, Financial Services, Risk Management, Portfolio Management, Securities, Fixed Income, Banking, Management, Asset Management, Customer Service, Information Security, CompTIA Network+, Business Analysis, FINRA series 7 & 63, Security+, CEH, Cyber-security, Secure FTP, Security, Financial Analysis, Information Technology, Strategic Planning
Education
Universtiy of Maryland University College 2009 — 2010
Master of Business Administration (MBA), IT and Finance, 3.6
University of Maryland University College 2007 — 2009
Master of Science (MS), IT and Finance, 3.6
George Mason University
Bachelor of Science (BS), Economics
Vernita Washington's ICMA-RC Experience February 1990 - December 1994
Job Corporate Meeting Planner
Industry Events Services
Experience
First 5 LA November 2010 - May 2011
Carroll and Company January 2001 - September 2010
Union Bank December 1995 - July 2009
ICMA-RC February 1990 - December 1994
Skills
Event Planning, Promotional Products, Event Marketing, Trade Show Management, Sponsorship Management, Venue Selection, Vendor Relations, Budget Management, Customer Service, Call Center, Proposal Review, Retail, Receptionist, Event Development, Corporate Gifts, Event Management, Sponsorship, Trade Shows, Training
Education
California State University-Long Beach 1999 — 1999
Certificate in Special Event Planning
First 5 LA November 2010 - May 2011
Carroll and Company January 2001 - September 2010
Union Bank December 1995 - July 2009
ICMA-RC February 1990 - December 1994
Skills
Event Planning, Promotional Products, Event Marketing, Trade Show Management, Sponsorship Management, Venue Selection, Vendor Relations, Budget Management, Customer Service, Call Center, Proposal Review, Retail, Receptionist, Event Development, Corporate Gifts, Event Management, Sponsorship, Trade Shows, Training
Education
California State University-Long Beach 1999 — 1999
Certificate in Special Event Planning
Catherine Schupp, CFA's ICMA-RC Experience 1999 - Present
Job Director, Mutual Funds at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA-RC 1999 - Present
Arthur Andersen 1998 - 1999
Morgan Stanley Smith Barney 1989 - 1998
Skills
Mutual Funds, Public Speaking, Retirement Plans
Education
Dickinson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Saint James School 1981 — 1984
ICMA-RC 1999 - Present
Arthur Andersen 1998 - 1999
Morgan Stanley Smith Barney 1989 - 1998
Skills
Mutual Funds, Public Speaking, Retirement Plans
Education
Dickinson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Saint James School 1981 — 1984
Patrick Rouse's ICMA-RC Experience March 1999 - June 2000
Job Define Contribution / Computer & Network Security Professional
Industry Information Technology and Services
Experience
NRECA May 2012 - July 2012
T. Rowe Price 2011 - 2012
Buck Consultants January 2009 - August 2009
TIAA-CREF June 2006 - June 2008
SI International October 2001 - June 2006
SI International August 2001 - June 2006
Matcom March 2001 - June 2001
ADP Dealer Services October 2000 - March 2001
NRECA July 2000 - October 2000
ICMA-RC March 1999 - June 2000
Skills
CA-Top Secret Security, OmniPlus, Omni AdminWeb, PowerImage, OmniSecurity, Command List’s, SQL, CIW Webmaster, CompTIA Network Engineer, Registered Java..., TSO
Education
Bowie State University 1985 — 1990
NRECA May 2012 - July 2012
T. Rowe Price 2011 - 2012
Buck Consultants January 2009 - August 2009
TIAA-CREF June 2006 - June 2008
SI International October 2001 - June 2006
SI International August 2001 - June 2006
Matcom March 2001 - June 2001
ADP Dealer Services October 2000 - March 2001
NRECA July 2000 - October 2000
ICMA-RC March 1999 - June 2000
Skills
CA-Top Secret Security, OmniPlus, Omni AdminWeb, PowerImage, OmniSecurity, Command List’s, SQL, CIW Webmaster, CompTIA Network Engineer, Registered Java..., TSO
Education
Bowie State University 1985 — 1990
Maya Langham's ICMA-RC Experience 2013 - Present
Job Owner at The Fashion Addict Inc
Industry Financial Services
Experience
ICMA-RC 2013 - Present
The Fashion Addict Inc May 2013 - May 2014
CCS Direct Mail March 2011 - May 2013
Ross Stores April 2010 - March 2011
Saks Fifth Avenue October 2007 - October 2008
Skills
Merchandising, Visual Merchandising, Retail, Fashion, Apparel, Trend Analysis, Store Management, Styling, Assortment, Trend, Merchandise Planning, Inventory Management, Fashion Buying, Outlook, Retail Buying, Budgets, Customer Service, Social Media, Marketing
Education
Fashion Institute of Technology 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Fashion Merchandising
Morgan State University 2002 — 2005
Fashion Merchandising
ICMA-RC 2013 - Present
The Fashion Addict Inc May 2013 - May 2014
CCS Direct Mail March 2011 - May 2013
Ross Stores April 2010 - March 2011
Saks Fifth Avenue October 2007 - October 2008
Skills
Merchandising, Visual Merchandising, Retail, Fashion, Apparel, Trend Analysis, Store Management, Styling, Assortment, Trend, Merchandise Planning, Inventory Management, Fashion Buying, Outlook, Retail Buying, Budgets, Customer Service, Social Media, Marketing
Education
Fashion Institute of Technology 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Fashion Merchandising
Morgan State University 2002 — 2005
Fashion Merchandising
Rod Alcazar's ICMA-RC Experience 2011 - Present
Job Director at ICMARC
Industry Financial Services
Experience
ICMA-RC 2011 - Present
ICMA-RC 2004 - 2011
ICMA-RC 2001 - 2004
ICMA-RC 1999 - 2001
RUESCH 1997 - 1999
ICMA-RC 1996 - 1997
First National Bank of Maryland 1995 - 1996
Crestar Bank 1993 - 1995
Skills
New Business Development, Account Management, Relationship Management, Teamwork, Strategic Planning, Customer Service, Public Speaking, Project Management, Analysis, Process Improvement, Outlook, Risk Management, Public Relations, Financial Analysis, FINRA Series 6, 63, 26, Accounting, Business Planning, Management, Investments, Leadership, Strategy, Business Analysis, Finance
Education
George Mason University 1999 — 2001
MA, International Commerce and Policy
University of Oxford 2000 — 2000
Certificate, International Trade
George Mason University - School of Business 1991 — 1995
BS, Finance
ICMA-RC 2011 - Present
ICMA-RC 2004 - 2011
ICMA-RC 2001 - 2004
ICMA-RC 1999 - 2001
RUESCH 1997 - 1999
ICMA-RC 1996 - 1997
First National Bank of Maryland 1995 - 1996
Crestar Bank 1993 - 1995
Skills
New Business Development, Account Management, Relationship Management, Teamwork, Strategic Planning, Customer Service, Public Speaking, Project Management, Analysis, Process Improvement, Outlook, Risk Management, Public Relations, Financial Analysis, FINRA Series 6, 63, 26, Accounting, Business Planning, Management, Investments, Leadership, Strategy, Business Analysis, Finance
Education
George Mason University 1999 — 2001
MA, International Commerce and Policy
University of Oxford 2000 — 2000
Certificate, International Trade
George Mason University - School of Business 1991 — 1995
BS, Finance
Angel Reese's ICMA-RC Experience 2002 - 2006
Job Investigations Manager at Consumer Financial Protection Bureau
Industry Financial Services
Experience
Consumer Financial Protection Bureau March 2011 - Present
Keller Williams Realty May 2007 - March 2011
M&T Bank August 2006 - March 2011
ICMA-RC 2002 - 2006
ICMA-RC 2002 - 2006
Skills
Process Improvement, Analysis, Investments, Strategic Planning, Business Analysis, Project Management, Program Management, Financial Analysis, Microsoft Office, Budgets
Education
Bowie State University 1990 — 1994
B.S., Finance
Bowie State University 1990 — 1994
B.S., Finance
Consumer Financial Protection Bureau March 2011 - Present
Keller Williams Realty May 2007 - March 2011
M&T Bank August 2006 - March 2011
ICMA-RC 2002 - 2006
ICMA-RC 2002 - 2006
Skills
Process Improvement, Analysis, Investments, Strategic Planning, Business Analysis, Project Management, Program Management, Financial Analysis, Microsoft Office, Budgets
Education
Bowie State University 1990 — 1994
B.S., Finance
Bowie State University 1990 — 1994
B.S., Finance
Jason Scharp's ICMA-RC Experience OwnerFinancial Planning Solutions1996 - 2007
Job Financial Planning Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC OwnerFinancial Planning Solutions1996 - 2007
Education
California State Polytechnic University-Pomona 1988 — 1992
ICMA-RC OwnerFinancial Planning Solutions1996 - 2007
Education
California State Polytechnic University-Pomona 1988 — 1992
David Engler's ICMA-RC Experience June 2001 - July 2006
Job Financial Planning Analyst at The Mason Companies
Industry Financial Services
Experience
The Mason Companies July 2006 - Present
ICMA-RC June 2001 - July 2006
McDonogh School September 2000 - July 2003
Clark County School District September 1997 - June 2000
Skills
Microsoft Excel, Series 7, Wealth Management, Series 6, Series 63, Series 65, Certified Financial..., Microsoft Word, OmniPlan, OmniPlus, Tax Preparation, Impact Investing
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1995 — 1996
MS, Secondary Education
Cornell University 1990 — 1994
BS, Chemical Engineering
The Mason Companies July 2006 - Present
ICMA-RC June 2001 - July 2006
McDonogh School September 2000 - July 2003
Clark County School District September 1997 - June 2000
Skills
Microsoft Excel, Series 7, Wealth Management, Series 6, Series 63, Series 65, Certified Financial..., Microsoft Word, OmniPlan, OmniPlus, Tax Preparation, Impact Investing
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1995 — 1996
MS, Secondary Education
Cornell University 1990 — 1994
BS, Chemical Engineering
Edem Dunyoh's ICMA-RC Experience January 2015 - Present
Job Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC January 2015 - Present
ICMA-RC April 2013 - Present
ICMA-RC January 2012 - April 2013
Johns Hopkins Medicine International February 2009 - December 2011
DC Specialists October 2004 - August 2008
T. Rowe Price June 2002 - July 2004
T. Rowe Price April 1999 - June 2002
Skills
Account Reconciliation, Accounting, Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Program Management, Project Management, Software Documentation, Training, Finance, Operations Management, Payroll
Education
Baltimore Polytechnic Institute
Essex Community College
University of Maryland Baltimore County
ICMA-RC January 2015 - Present
ICMA-RC April 2013 - Present
ICMA-RC January 2012 - April 2013
Johns Hopkins Medicine International February 2009 - December 2011
DC Specialists October 2004 - August 2008
T. Rowe Price June 2002 - July 2004
T. Rowe Price April 1999 - June 2002
Skills
Account Reconciliation, Accounting, Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Program Management, Project Management, Software Documentation, Training, Finance, Operations Management, Payroll
Education
Baltimore Polytechnic Institute
Essex Community College
University of Maryland Baltimore County
Kevin B. Jenkins's ICMA-RC Experience 2000 - 2005
Job Pension Benefits Consultant at MetLife
Industry Financial Services
Experience
MetLife November 2007 - Present
TRS Georgia 2006 - 2007
ICMA-RC 2000 - 2005
Skills
Pensions, Investments, 401k, Employee Benefits, Retirement, Defined Benefit, Retirement Planning, Mutual Funds, Defined Contribution, Process Improvement, Insurance, ERISA, Disability Insurance, Financial Services, Fixed Annuities, Analysis, Qualified Retirement..., Portfolio Management
Education
Fairleigh Dickinson University 2011 — 2013
Master's degree, Human Resources Management
Howard University
Business Administation, Human Resources
Shaw University
MetLife November 2007 - Present
TRS Georgia 2006 - 2007
ICMA-RC 2000 - 2005
Skills
Pensions, Investments, 401k, Employee Benefits, Retirement, Defined Benefit, Retirement Planning, Mutual Funds, Defined Contribution, Process Improvement, Insurance, ERISA, Disability Insurance, Financial Services, Fixed Annuities, Analysis, Qualified Retirement..., Portfolio Management
Education
Fairleigh Dickinson University 2011 — 2013
Master's degree, Human Resources Management
Howard University
Business Administation, Human Resources
Shaw University
Marlene Hoskins's ICMA-RC Experience 1996 - Present
Job Director, Corporate Research at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation 1996 - Present
ICMA-RC 1996 - Present
Signet Bank 1991 - 1993
Drexel Burnham Lambert 1981 - 1992
Skills
Program Management, Project Management, Investments, Analysis, Financial Services, Corporate Research, Portfolio Management
Education
Georgetown University 1991 — 1993
M.A., Demography
University at Albany, SUNY 1977 — 1981
BA, Psychology
ICMA Retirement Corporation 1996 - Present
ICMA-RC 1996 - Present
Signet Bank 1991 - 1993
Drexel Burnham Lambert 1981 - 1992
Skills
Program Management, Project Management, Investments, Analysis, Financial Services, Corporate Research, Portfolio Management
Education
Georgetown University 1991 — 1993
M.A., Demography
University at Albany, SUNY 1977 — 1981
BA, Psychology
Lisa Schloemer's ICMA-RC Experience December 1996 - June 2003
Job Account Executive at Saint Mary's Health Plans
Industry Insurance
Experience
Saint Mary's Health Plans July 2004 - Present
ICMA-RC December 1996 - June 2003
Skills
Financial Planning
Education
Boise State University
The University of New Mexico
Saint Mary's Health Plans July 2004 - Present
ICMA-RC December 1996 - June 2003
Skills
Financial Planning
Education
Boise State University
The University of New Mexico
Keith Sendall's ICMA-RC Experience 2002 - Present
Job Senior VP, Field Sales at ICMARC
Industry Financial Services
Experience
ICMA-RC 2002 - Present
ICMA-RC 2000 - 2002
Education
Georgetown University
BS
ICMA-RC 2002 - Present
ICMA-RC 2000 - 2002
Education
Georgetown University
BS
Suzanne Chawk's ICMA-RC Experience October 2008 - Present
Job Vice President Consultant Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2008 - Present
ICMA-RC 2008 - Present
AIG Retirement Services January 2006 - October 2008
AIG 2006 - 2008
Lincoln Financial Group November 2000 - January 2006
AIG Retirement Services 1985 - 2002
Education
Barry University 1984 — 1987
Master of Business Administration, Business
Florida International University 1974 — 1977
Bachelors of Science in Nursing, Nursing
ICMA-RC October 2008 - Present
ICMA-RC 2008 - Present
AIG Retirement Services January 2006 - October 2008
AIG 2006 - 2008
Lincoln Financial Group November 2000 - January 2006
AIG Retirement Services 1985 - 2002
Education
Barry University 1984 — 1987
Master of Business Administration, Business
Florida International University 1974 — 1977
Bachelors of Science in Nursing, Nursing
Sandy Stitt's ICMA-RC Experience April 2015 - June 2015
Job Writing and Editing Professional
Industry Writing and Editing
Experience
ICMA-RC April 2015 - June 2015
Astegic February 2014 - September 2014
TSC Services, LLC May 2013 - June 2013
Intact Technology February 2009 - October 2009
Skills
Proofreading, Copy Editing, Editing, Technical Writing, Freelance Writing, Web Content
Education
George Mason University 1986 — 1989
Bachelor of Arts (B.A.), English, Writing Program
George Mason University
B.A., English, Writing Program
ICMA-RC April 2015 - June 2015
Astegic February 2014 - September 2014
TSC Services, LLC May 2013 - June 2013
Intact Technology February 2009 - October 2009
Skills
Proofreading, Copy Editing, Editing, Technical Writing, Freelance Writing, Web Content
Education
George Mason University 1986 — 1989
Bachelor of Arts (B.A.), English, Writing Program
George Mason University
B.A., English, Writing Program
Hortensia M. Perez, CFP®'s ICMA-RC Experience October 2003 - Present
Job Financial Planning Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2003 - Present
Bank of America October 1991 - December 2000
Education
Florida International University 1986 — 1989
BBA, Finance
College for Financial Planning
Financial Planning
ICMA-RC October 2003 - Present
Bank of America October 1991 - December 2000
Education
Florida International University 1986 — 1989
BBA, Finance
College for Financial Planning
Financial Planning
Jon Matheny's ICMA-RC Experience 2009 - 2009
Job Senior Financial Analyst
Industry Information Technology and Services
Experience
Xerox February 2015 - Present
Xerox November 2013 - Present
Xerox April 2013 - November 2013
Xerox October 2012 - March 2013
VALIC 2011 - 2011
ICMA-RC 2009 - 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Web Design, eBay, Reporting & Analysis, Financial Reporting, Financial Analysis, Business Analysis, Data Analysis, Marketing, Social Networking, Salesforce.com, Analysis, Microsoft Word, Public Speaking, Social Media Marketing, Strategic Planning, Market Research, Customer Service, Financial Modeling, Microsoft Excel, Access
Education
Elon University - Martha and Spencer Love School of Business
BSBA, Entrepreneurship
Bishop O'Connell High School
Xerox February 2015 - Present
Xerox November 2013 - Present
Xerox April 2013 - November 2013
Xerox October 2012 - March 2013
VALIC 2011 - 2011
ICMA-RC 2009 - 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Web Design, eBay, Reporting & Analysis, Financial Reporting, Financial Analysis, Business Analysis, Data Analysis, Marketing, Social Networking, Salesforce.com, Analysis, Microsoft Word, Public Speaking, Social Media Marketing, Strategic Planning, Market Research, Customer Service, Financial Modeling, Microsoft Excel, Access
Education
Elon University - Martha and Spencer Love School of Business
BSBA, Entrepreneurship
Bishop O'Connell High School
LaVonda Scott's ICMA-RC Experience December 2005 - February 2010
Job Data Analyst at ICMARC
Industry Financial Services
Experience
US Department of Vetrans Affairs (contractor via Dekatron, Inc.) February 2010 - Present
ICMA-RC December 2005 - February 2010
ICMA-RC September 2005 - December 2007
Bureau of National Affairs (BNA) September 2003 - September 2005
Bureau of National Affairs (BNA) November 2001 - September 2003
OneCore Securities September 2000 - March 2001
Merrill Lynch June 1998 - September 2000
Skills
Analysis, Management, Competitive Analysis, Economics, Access, Market Research, Strategic Financial..., Research, Investment Management, •Sound knowledge of..., Strong data mining..., Bloomberg, Morningstar..., PowerPoint, SAS Programming, Microsoft Excel, SPSS Text Analytics, SQL Programming
Education
DeVry University 2010 — 2012
MBA, Finance
University of Maryland Baltimore County 2001 — 2003
M.S, Information Systems
University of Maryland Baltimore County 1996 — 1997
Graduate Course Work, Statistics
The George Washington University 1989 — 1993
BS, Mathematics
US Department of Vetrans Affairs (contractor via Dekatron, Inc.) February 2010 - Present
ICMA-RC December 2005 - February 2010
ICMA-RC September 2005 - December 2007
Bureau of National Affairs (BNA) September 2003 - September 2005
Bureau of National Affairs (BNA) November 2001 - September 2003
OneCore Securities September 2000 - March 2001
Merrill Lynch June 1998 - September 2000
Skills
Analysis, Management, Competitive Analysis, Economics, Access, Market Research, Strategic Financial..., Research, Investment Management, •Sound knowledge of..., Strong data mining..., Bloomberg, Morningstar..., PowerPoint, SAS Programming, Microsoft Excel, SPSS Text Analytics, SQL Programming
Education
DeVry University 2010 — 2012
MBA, Finance
University of Maryland Baltimore County 2001 — 2003
M.S, Information Systems
University of Maryland Baltimore County 1996 — 1997
Graduate Course Work, Statistics
The George Washington University 1989 — 1993
BS, Mathematics
Elizabeth Moffett's ICMA-RC Experience April 1991 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
King Street Wireless January 2011 - Present
ICMA-RC April 1991 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA
Georgetown University
King Street Wireless January 2011 - Present
ICMA-RC April 1991 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA
Georgetown University
Christen DeMedeiros's ICMA-RC Experience October 2011 - Present
Job Experienced Marketing Communication Professional
Industry Financial Services
Experience
ICMA-RC October 2011 - Present
Vinyl Siding Institute, Inc. January 2010 - April 2011
American Bankers Association July 2008 - January 2010
American Bankers Association March 2006 - July 2008
CBS Radio February 2004 - May 2004
Skills
Press Releases, Strategic Communications, Event Management, Event Planning, Video Production, Writing, Editing, Marketing Communications, Internal Communications, Newsletter Production, Website Updating, Vendor Management, Board Relations, Blogging, Strategic Planning, Social Media Marketing, Social Media, Content Management, Award Submissions, Branding Initiatives, Networking, Development Of..., Budgets, Media Relations, Nonprofits
Education
Bowie State University 2007 — 2009
Masters, Organizational Communications/Public Affairs
Bowie State University
Bachelor of Science (B.S.), Communication and Media Studies
ICMA-RC October 2011 - Present
Vinyl Siding Institute, Inc. January 2010 - April 2011
American Bankers Association July 2008 - January 2010
American Bankers Association March 2006 - July 2008
CBS Radio February 2004 - May 2004
Skills
Press Releases, Strategic Communications, Event Management, Event Planning, Video Production, Writing, Editing, Marketing Communications, Internal Communications, Newsletter Production, Website Updating, Vendor Management, Board Relations, Blogging, Strategic Planning, Social Media Marketing, Social Media, Content Management, Award Submissions, Branding Initiatives, Networking, Development Of..., Budgets, Media Relations, Nonprofits
Education
Bowie State University 2007 — 2009
Masters, Organizational Communications/Public Affairs
Bowie State University
Bachelor of Science (B.S.), Communication and Media Studies
Peter Oriaifo's ICMA-RC Experience April 2013 - April 2014
Job Associate at RP Financial, LC.
Industry Financial Services
Experience
RP Financial, LC. April 2014 - Present
ICMA-RC April 2013 - April 2014
MSCI Inc. January 2013 - March 2013
American University's Student Managed Investment Fund August 2011 - April 2012
Praxis Asset Management LLC July 2011 - September 2011
Shell July 2009 - August 2009
Skills
Equity Valuation, Mergers & Acquisitions, Capital Raising, Business Development, Financial Institutions, Fairness Opinions, Precedent Transactions, DCF Valuation, Comparable Analysis, SNL, Bloomberg Terminal, Emerging Markets, Fixed Income, Derivatives, Corporate Finance, Visual Basic, Thompson One, @Risk, Java, Mutual Funds, Equities, Model Portfolios, Valuation
Education
American University - Kogod School of Business 2008 — 2012
BSBA, Finance
British International School, Lagos 2007 — 2008
AS Levels
British School in The Netherlands 1997 — 2007
GCSEs
RP Financial, LC. April 2014 - Present
ICMA-RC April 2013 - April 2014
MSCI Inc. January 2013 - March 2013
American University's Student Managed Investment Fund August 2011 - April 2012
Praxis Asset Management LLC July 2011 - September 2011
Shell July 2009 - August 2009
Skills
Equity Valuation, Mergers & Acquisitions, Capital Raising, Business Development, Financial Institutions, Fairness Opinions, Precedent Transactions, DCF Valuation, Comparable Analysis, SNL, Bloomberg Terminal, Emerging Markets, Fixed Income, Derivatives, Corporate Finance, Visual Basic, Thompson One, @Risk, Java, Mutual Funds, Equities, Model Portfolios, Valuation
Education
American University - Kogod School of Business 2008 — 2012
BSBA, Finance
British International School, Lagos 2007 — 2008
AS Levels
British School in The Netherlands 1997 — 2007
GCSEs
Brian Skasick's ICMA-RC Experience June 2001 - Present
Job LAN Systems Engineer at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2001 - Present
Library of Congress August 1994 - September 2000
Education
University of Maryland Baltimore County 2013 — 2017
Master's degree, Cyber Security
University of Maryland Baltimore County 2000 — 2001
BS, Information Systems Management
Anne Arundel Community College 1994 — 2000
Information Systems
ICMA-RC June 2001 - Present
Library of Congress August 1994 - September 2000
Education
University of Maryland Baltimore County 2013 — 2017
Master's degree, Cyber Security
University of Maryland Baltimore County 2000 — 2001
BS, Information Systems Management
Anne Arundel Community College 1994 — 2000
Information Systems
Jim Mattera's ICMA-RC Experience 2005 - January 2012
Job Regional Director at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
Oladipo Lake's ICMA-RC Experience August 2014 - Present
Job Investor Services Associate at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2014 - Present
ISS Institutional Shareholder Services 2012 - 2012
Abbey (Part of the Santander Group) September 2008 - May 2009
Tactica Assurance Ltd. 2007 - 2008
Citi 2006 - 2006
Zurich Financial Services 2005 - 2005
Skills
ALM, Actuarial Science, Analysis, Defined Benefit, Banking
Education
Cass Business School 2004 — 2007
BSc (Hons) Actuarial Science, Actuarial Science
ICMA-RC August 2014 - Present
ISS Institutional Shareholder Services 2012 - 2012
Abbey (Part of the Santander Group) September 2008 - May 2009
Tactica Assurance Ltd. 2007 - 2008
Citi 2006 - 2006
Zurich Financial Services 2005 - 2005
Skills
ALM, Actuarial Science, Analysis, Defined Benefit, Banking
Education
Cass Business School 2004 — 2007
BSc (Hons) Actuarial Science, Actuarial Science
Jonathan Binkley's ICMA-RC Experience October 2011 - Present
Job Education Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2011 - Present
ING June 2006 - September 2011
Skills
Training, Retirement, Customer Service, Business Planning, Employee Benefits, Finance, Pensions, Retirement Planning, Financial Services, Public Speaking, Investments, Sales
Education
Columbia College
ICMA-RC October 2011 - Present
ING June 2006 - September 2011
Skills
Training, Retirement, Customer Service, Business Planning, Employee Benefits, Finance, Pensions, Retirement Planning, Financial Services, Public Speaking, Investments, Sales
Education
Columbia College
Antonio Tony Vilallonga , CFP®'s ICMA-RC Experience October 1998 - August 2013
Job Certified Financial Planner at Independent
Industry Financial Services
Experience
Independent January 2014 - Present
USAA September 2013 - Present
USAA September 2013 - Present
ICMA-RC October 1998 - August 2013
Miami Dade County School Board August 1989 - June 1991
Education
University of Florida 1984 — 1987
BSBA, Marketing, Finance
Boston University 1982 — 1984
School of Management
Independent January 2014 - Present
USAA September 2013 - Present
USAA September 2013 - Present
ICMA-RC October 1998 - August 2013
Miami Dade County School Board August 1989 - June 1991
Education
University of Florida 1984 — 1987
BSBA, Marketing, Finance
Boston University 1982 — 1984
School of Management
Chris Ervin, CFP's ICMA-RC Experience March 2007 - Present
Job Regional ManagerFinancial Planning at ICMARC
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
Deatrice Johnson, CRC's ICMA-RC Experience September 2008 - June 2011
Job Commercial Real Estate Consultant
Industry Commercial Real Estate
Experience
Long and Foster Real Estate November 2014 - Present
New York Life Insurance Company October 2013 - December 2014
International Foundation for Retirement Education (InFRE) December 2012 - December 2014
TIAA-CREF June 2011 - October 2012
ICMA-RC September 2008 - June 2011
CitiStreet 2004 - 2007
CitiStreet 1997 - 2007
State Street Bank March 1997 - December 2004
Wendover Funding INC 1993 - 1996
Skills
Strategy, Defined Contribution, Retirement, Deferred Compensation, 401k, Investments, Strategic Communications, FINRA, Retirement Plan..., Retirement Planning, Series 63, State Government, Pensions, 457 Plans, FAR, Marketing Communications, Management, Financial Services, National Accounts, CAS, L&H, Minority Business..., Series 6, Public Sector Markets, Mutual Funds, Portfolio Management
Education
George Mason University
Bachelor's Degree, Business Communications
Long and Foster Real Estate November 2014 - Present
New York Life Insurance Company October 2013 - December 2014
International Foundation for Retirement Education (InFRE) December 2012 - December 2014
TIAA-CREF June 2011 - October 2012
ICMA-RC September 2008 - June 2011
CitiStreet 2004 - 2007
CitiStreet 1997 - 2007
State Street Bank March 1997 - December 2004
Wendover Funding INC 1993 - 1996
Skills
Strategy, Defined Contribution, Retirement, Deferred Compensation, 401k, Investments, Strategic Communications, FINRA, Retirement Plan..., Retirement Planning, Series 63, State Government, Pensions, 457 Plans, FAR, Marketing Communications, Management, Financial Services, National Accounts, CAS, L&H, Minority Business..., Series 6, Public Sector Markets, Mutual Funds, Portfolio Management
Education
George Mason University
Bachelor's Degree, Business Communications
Jeremy McCain's ICMA-RC Experience September 2014 - Present
Job Student at George Mason University
Industry Government Relations
Experience
ICMA-RC September 2014 - Present
TSA April 2012 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Leadership, Management, PowerPoint, Social Media, Public Relations, Training, Team Building
Education
George Mason University
Bachelor of Science (B.S.), Criminology, Law and Society
George Mason University 2006 — 2009
Bachelor of Arts (B.A.), History
ICMA-RC September 2014 - Present
TSA April 2012 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Leadership, Management, PowerPoint, Social Media, Public Relations, Training, Team Building
Education
George Mason University
Bachelor of Science (B.S.), Criminology, Law and Society
George Mason University 2006 — 2009
Bachelor of Arts (B.A.), History
Chip Hopkins, PMP's ICMA-RC Experience June 2005 - Present
Job Senior Business Analyst at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2005 - Present
Vision Technology Services 2003 - 2004
Jay D. Inc 1993 - 2003
Wellspring Resources, LLC 1994 - 1997
AMS 1989 - 1993
Skills
Business Analysis, Project Management, Quality Assurance, Analysis, Risk Management, SDLC, Change Management, Process Improvement, Requirements Analysis, Requirements Gathering, Visio, System Testing, Technical Writing, Configuration Management, Modernization, Business Process..., Program Management, Consulting, Management, PMP, IT Operations, Integration, Information Technology, Enterprise Software
Education
Penn State University 1987 — 1989
MBA, Finance
College of the Holy Cross 1981 — 1985
AB, Economics
ICMA-RC June 2005 - Present
Vision Technology Services 2003 - 2004
Jay D. Inc 1993 - 2003
Wellspring Resources, LLC 1994 - 1997
AMS 1989 - 1993
Skills
Business Analysis, Project Management, Quality Assurance, Analysis, Risk Management, SDLC, Change Management, Process Improvement, Requirements Analysis, Requirements Gathering, Visio, System Testing, Technical Writing, Configuration Management, Modernization, Business Process..., Program Management, Consulting, Management, PMP, IT Operations, Integration, Information Technology, Enterprise Software
Education
Penn State University 1987 — 1989
MBA, Finance
College of the Holy Cross 1981 — 1985
AB, Economics
Phil Grochmal's ICMA-RC Experience January 1995 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF May 2007 - August 2010
ICMA-RC January 1995 - January 2006
Education
Certified Financial Planner
Certified Financial Planner
East Carolina University
Bachelor of Science, Business Management
Old Dominion University
Master, Business Administration
TIAA-CREF May 2007 - August 2010
ICMA-RC January 1995 - January 2006
Education
Certified Financial Planner
Certified Financial Planner
East Carolina University
Bachelor of Science, Business Management
Old Dominion University
Master, Business Administration
Janiel Unisa's ICMA-RC Experience October 2005 - May 2012
Job Pharmacy Intern at Walgreens
Industry Hospital & Health Care
Experience
Walgreens November 2014 - Present
VA Medical Center June 2014 - July 2014
Shoppers Pharmacy June 2013 - July 2013
ICMA-RC October 2005 - May 2012
Skills
Pharmacy, Financial Analysis, Finance, Portfolio Management, Analysis, Risk Management, Public Health, Equities
Education
Howard University 2012 — 2016
Doctor of Pharmacy (Pharm.D.), Pharmacy
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Walgreens November 2014 - Present
VA Medical Center June 2014 - July 2014
Shoppers Pharmacy June 2013 - July 2013
ICMA-RC October 2005 - May 2012
Skills
Pharmacy, Financial Analysis, Finance, Portfolio Management, Analysis, Risk Management, Public Health, Equities
Education
Howard University 2012 — 2016
Doctor of Pharmacy (Pharm.D.), Pharmacy
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Alita Palmer's ICMA-RC Experience June 2015 - Present
Job Investment Services Associate at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2015 - Present
Great Hands Inc. September 2014 - June 2015
Time Warner Cable August 2014 - September 2014
Time Warner Cable February 2013 - September 2014
NeuStar, Inc. April 2012 - January 2013
Special Counsel October 2006 - August 2012
Robert Half Legal December 2011 - March 2012
Skills
Legal Writing, Westlaw, Legal Assistance, Lexis, Legal Compliance, Document Review, Litigation Support, Legal Research, Mediation, Outlook, Calendaring, Legal Documents, Administrative..., Claim Investigation, Interviews
Education
City University of New York-John Jay College of Criminal Justice 2015 — 2016
Master of Security Management, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
American University 2009 — 2010
Master of Arts (M.A.), Public Communications, 3.5
Paralegal Institute Of Washington 2009 — 2009
Paralegal Certificate, Legal Assistant/Paralegal, 4.0
Lincoln University 2001 — 2005
Bachelor of Science (B.S.), African-American/Black Studies and Political Science, 3.0
ICMA-RC June 2015 - Present
Great Hands Inc. September 2014 - June 2015
Time Warner Cable August 2014 - September 2014
Time Warner Cable February 2013 - September 2014
NeuStar, Inc. April 2012 - January 2013
Special Counsel October 2006 - August 2012
Robert Half Legal December 2011 - March 2012
Skills
Legal Writing, Westlaw, Legal Assistance, Lexis, Legal Compliance, Document Review, Litigation Support, Legal Research, Mediation, Outlook, Calendaring, Legal Documents, Administrative..., Claim Investigation, Interviews
Education
City University of New York-John Jay College of Criminal Justice 2015 — 2016
Master of Security Management, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
American University 2009 — 2010
Master of Arts (M.A.), Public Communications, 3.5
Paralegal Institute Of Washington 2009 — 2009
Paralegal Certificate, Legal Assistant/Paralegal, 4.0
Lincoln University 2001 — 2005
Bachelor of Science (B.S.), African-American/Black Studies and Political Science, 3.0
Dieuseul Valcin's ICMA-RC Experience July 2000 - July 2002
Job
Industry Investment Management
Experience
Goldman Sachs April 2008 - January 2012
Freddie Mac June 2004 - April 2008
ICMA-RC July 2000 - July 2002
Skills
Trading, Hedge Fund Funding and..., Fixed Income Securities..., Portfolio Construction..., Hedge Fund Repo &..., Portfolio Risk..., Treasury & Cash..., Counterparty Risk...
Education
Georgetown University
MBA, Finance & Investments
Georgetown University
BSBA, Finance & Investments
Goldman Sachs April 2008 - January 2012
Freddie Mac June 2004 - April 2008
ICMA-RC July 2000 - July 2002
Skills
Trading, Hedge Fund Funding and..., Fixed Income Securities..., Portfolio Construction..., Hedge Fund Repo &..., Portfolio Risk..., Treasury & Cash..., Counterparty Risk...
Education
Georgetown University
MBA, Finance & Investments
Georgetown University
BSBA, Finance & Investments
Suzanne Chawk's ICMA-RC Experience October 2008 - Present
Job Vice President Consultant Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2008 - Present
AIG Retirement Services January 2008 - October 2008
Lincoln Financial Group October 2000 - January 2006
Skills
Retirement Planning, Mutual Funds, Series 7, Retirement, 401k, Series 63, Pensions, Financial Services, Defined Contribution
Education
Barry University 1984 — 1987
Master of Business Administration (MBA), Business Administration and Management, General, Magna Cum Laude
Florida International University
Bachelors of Science in Nursing, Registered Nursing/Registered Nurse, Honors
ICMA-RC October 2008 - Present
AIG Retirement Services January 2008 - October 2008
Lincoln Financial Group October 2000 - January 2006
Skills
Retirement Planning, Mutual Funds, Series 7, Retirement, 401k, Series 63, Pensions, Financial Services, Defined Contribution
Education
Barry University 1984 — 1987
Master of Business Administration (MBA), Business Administration and Management, General, Magna Cum Laude
Florida International University
Bachelors of Science in Nursing, Registered Nursing/Registered Nurse, Honors
Chris Ervin's ICMA-RC Experience March 2007 - Present
Job Regional Manager, Financial Planning
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
VALIC June 1989 - November 2002
Skills
CFP, Wealth Management, Investments, Relationship Management, Strategic Financial..., Series 7
Education
Georgia State University 1982 — 1985
BS, Business
ICMA-RC March 2007 - Present
VALIC June 1989 - November 2002
Skills
CFP, Wealth Management, Investments, Relationship Management, Strategic Financial..., Series 7
Education
Georgia State University 1982 — 1985
BS, Business
Susan Ahrens's ICMA-RC Experience April 2015 - Present
Job Client Services Coordinator at ICMARC
Industry Financial Services
Experience
ICMA-RC April 2015 - Present
Great West Financial April 1998 - June 2014
Skills
Business Analysis, Salesforce.com, SQL, Oracle SQL Developer, Microsoft SQL Server, Unix, Crystal Reports, Business Objects Data..., Web Intelligence, Business Requirements, Technical Requirements, Field Mapping, Oracle, ETL, Data Warehousing
Education
Wichita State University 1971 — 1973
Bachelor's degree, Anthropology, German
University of Kansas 1971 — 1973
Anthropology
Arapahoe Community College 1988 — 1990
Computer Programming Certificate, Information, 4.0
ICMA-RC April 2015 - Present
Great West Financial April 1998 - June 2014
Skills
Business Analysis, Salesforce.com, SQL, Oracle SQL Developer, Microsoft SQL Server, Unix, Crystal Reports, Business Objects Data..., Web Intelligence, Business Requirements, Technical Requirements, Field Mapping, Oracle, ETL, Data Warehousing
Education
Wichita State University 1971 — 1973
Bachelor's degree, Anthropology, German
University of Kansas 1971 — 1973
Anthropology
Arapahoe Community College 1988 — 1990
Computer Programming Certificate, Information, 4.0
Francesco DiMartino's ICMA-RC Experience January 2014 - Present
Job Implementation Systems Analyst at ICMARC
Industry Banking
Experience
ICMA-RC January 2014 - Present
ING December 2011 - December 2013
ING June 2007 - December 2011
ING March 2005 - June 2007
Skills
Banking, Risk Management, Financial Markets, Financial Risk, Financial Analysis, Business Analysis, Financial Services, Credit, Portfolio Management, Retail Banking, Relationship Management, Mutual Funds
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
ICMA-RC January 2014 - Present
ING December 2011 - December 2013
ING June 2007 - December 2011
ING March 2005 - June 2007
Skills
Banking, Risk Management, Financial Markets, Financial Risk, Financial Analysis, Business Analysis, Financial Services, Credit, Portfolio Management, Retail Banking, Relationship Management, Mutual Funds
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Renaldo Raymo, MPA's ICMA-RC Experience 2014 - Present
Job
Industry
Experience
ICMA-RC 2014 - Present
ICMA-RC December 2012 - Present
ICMA-RC November 2003 - November 2012
Education
Bowie State University 2009 — 2010
Master of Public Administration (MPA), Public Policy Analysis
Sojourner-Douglass College
Bachelor of Business Administration (BBA), Business Administration and Management, General
ICMA-RC 2014 - Present
ICMA-RC December 2012 - Present
ICMA-RC November 2003 - November 2012
Education
Bowie State University 2009 — 2010
Master of Public Administration (MPA), Public Policy Analysis
Sojourner-Douglass College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Samad Khawaja's ICMA-RC Experience May 2013 - August 2013
Job CONSULTANT
Industry Information Technology and Services
Experience
CGI December 2014 - Present
JM Family Enterprises, Inc. 2015 - 2015
Lunarline, Inc March 2014 - November 2014
ICMA-RC May 2013 - August 2013
ORBITAL SCIENCES CORPORATION September 2005 - March 2013
Skills
PKI, Nessus, IPSec, SSL, Cryptography, Risk Assessment, Vulnerability Assessment, Firewalls, Identity Management, Intrusion Detection, Risk Management, Vulnerability Scanning, Network Design, IDS, IPS, Malware Analysis, Reverse Engineering, Wireshark, Risk Management..., EnCase, Forensic Analysis, Penetration Testing
Education
George Mason University 2013 — 2015
Applied Information Technology MS, Cyber Security
George Mason University 2009 — 2012
Information Technology BS, Information Security
CGI December 2014 - Present
JM Family Enterprises, Inc. 2015 - 2015
Lunarline, Inc March 2014 - November 2014
ICMA-RC May 2013 - August 2013
ORBITAL SCIENCES CORPORATION September 2005 - March 2013
Skills
PKI, Nessus, IPSec, SSL, Cryptography, Risk Assessment, Vulnerability Assessment, Firewalls, Identity Management, Intrusion Detection, Risk Management, Vulnerability Scanning, Network Design, IDS, IPS, Malware Analysis, Reverse Engineering, Wireshark, Risk Management..., EnCase, Forensic Analysis, Penetration Testing
Education
George Mason University 2013 — 2015
Applied Information Technology MS, Cyber Security
George Mason University 2009 — 2012
Information Technology BS, Information Security
Adedotun Adepoju's ICMA-RC Experience February 2012 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
ICMA-RC February 2012 - March 2014
Xerox September 2010 - January 2012
EBG capital management October 2008 - August 2010
Citi November 2006 - July 2008
BNY Mellon January 2006 - November 2006
JPMorgan Chase & Co. January 2001 - December 2005
Skills
Financial Reporting, Accounting, Investment Management, Hedge Funds, Mutual Funds, Management, Oracle, Entrepreneurship, Financial Planning, Bloomberg Terminal, Reuters 3000, US GAAP, Auditing, G/L Reconciliations, Data Reconciliation
Education
BSI 2014 — 2015
Oracle Certified Professional, Database administration
Wilmington University 2012 — 2015
Master of Business Administration (M.B.A.)
Delaware State University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
ICMA-RC February 2012 - March 2014
Xerox September 2010 - January 2012
EBG capital management October 2008 - August 2010
Citi November 2006 - July 2008
BNY Mellon January 2006 - November 2006
JPMorgan Chase & Co. January 2001 - December 2005
Skills
Financial Reporting, Accounting, Investment Management, Hedge Funds, Mutual Funds, Management, Oracle, Entrepreneurship, Financial Planning, Bloomberg Terminal, Reuters 3000, US GAAP, Auditing, G/L Reconciliations, Data Reconciliation
Education
BSI 2014 — 2015
Oracle Certified Professional, Database administration
Wilmington University 2012 — 2015
Master of Business Administration (M.B.A.)
Delaware State University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY