ING Funds
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ING Funds Employees
Employee
Years
Job
Industry
Brady Gentile Brady Gentile's ING Funds Experience October 2010 - December 2010
Job Program Manager at DataStax
Industry Computer Software
Jeff Sieve's ING Funds Experience June 2002 - December 2002
Job Regional Director Southwest at Carl Zeiss Meditec
Industry Medical Devices
Experience
Carl Zeiss Meditec AG September 2014 - Present
Carl Zeiss Meditec April 2010 - September 2014
ConMed Electrosurgery January 2009 - May 2010
Countrywide Home Loans December 2004 - November 2008
Homeowners Loan Corp December 2002 - December 2004
ING Funds June 2002 - December 2002
Merrill Lynch August 1999 - June 2002
Skills
Sales Operations, Selling, Cross-functional Team..., Business Development, Cold Calling, Sales Management, Sales, New Business Development, B2B, Leadership, Marketing, Executive Management, Portfolio Management, Product Launch, Networking, Competitive Analysis, Management, Sales Process
Education
Kansas State University 1994 — 1999
Bachelors, Marketing and International Business
Sumner Academy
H.S. Diploma
Carl Zeiss Meditec AG September 2014 - Present
Carl Zeiss Meditec April 2010 - September 2014
ConMed Electrosurgery January 2009 - May 2010
Countrywide Home Loans December 2004 - November 2008
Homeowners Loan Corp December 2002 - December 2004
ING Funds June 2002 - December 2002
Merrill Lynch August 1999 - June 2002
Skills
Sales Operations, Selling, Cross-functional Team..., Business Development, Cold Calling, Sales Management, Sales, New Business Development, B2B, Leadership, Marketing, Executive Management, Portfolio Management, Product Launch, Networking, Competitive Analysis, Management, Sales Process
Education
Kansas State University 1994 — 1999
Bachelors, Marketing and International Business
Sumner Academy
H.S. Diploma
Joseph M. O'Donnell Joseph M. O'Donnell's ING Funds Experience November 2004 - March 2011
Job EVP & CCO at Atlanta, GA based Mutual Fund
Industry Financial Services
Experience
Atlanta Based Mutual Fund Company April 2011 - Present
ING Funds November 2004 - March 2011
The Atlas Companies 2001 - 2004
Matthews International Capital Management August 1999 - May 2001
Skills
Investments, Mutual Funds, FINRA, Investment Advisory, Due Diligence, SEC, Mergers & Acquisitions, Securities Regulation, Equities, Finance, Series 63, Investment Management, Fixed Income, Securities, Financial Services, Asset Management, Capital Markets, Corporate Governance, Insurance, Series 24, Alternative Investments, Series 7
Education
Temple University - James E. Beasley School of Law 1983 — 1986
Juris Doctor, Law
Temple University - Fox School of Business and Management 1973 — 1983
BBA, Cum Laude, Organizational Management - Business Law
Atlanta Based Mutual Fund Company April 2011 - Present
ING Funds November 2004 - March 2011
The Atlas Companies 2001 - 2004
Matthews International Capital Management August 1999 - May 2001
Skills
Investments, Mutual Funds, FINRA, Investment Advisory, Due Diligence, SEC, Mergers & Acquisitions, Securities Regulation, Equities, Finance, Series 63, Investment Management, Fixed Income, Securities, Financial Services, Asset Management, Capital Markets, Corporate Governance, Insurance, Series 24, Alternative Investments, Series 7
Education
Temple University - James E. Beasley School of Law 1983 — 1986
Juris Doctor, Law
Temple University - Fox School of Business and Management 1973 — 1983
BBA, Cum Laude, Organizational Management - Business Law
Laci Hunter Laci Hunter's ING Funds Experience September 2004 - February 2007
Job Compliance Manager
Industry Financial Services
Experience
AMEX Assurance Company (American Express) October 2012 - Present
IA American Life Insurance Company/Industrial Alliance Pacific February 2009 - October 2012
SagePoint Financial (previously AIG Financial Advisors) February 2007 - February 2009
ING Funds September 2004 - February 2007
Skills
AML, Fraud, Legal Writing, Legal Research, Corporate Law, Insurance, OFAC, Westlaw, Privacy Law, Mergers, Fixed Annuities, Compliance Training, Bank Secrecy Act, Sanction, Anti Money Laundering, Life Insurance, FINRA, Investments, Financial Regulation, Compliance Regulations, SEC, Microsoft Office, Auditing, Securities, Financial Services, Compliance Monitoring, Legal Compliance, Mergers
Education
Pierce College
AMEX Assurance Company (American Express) October 2012 - Present
IA American Life Insurance Company/Industrial Alliance Pacific February 2009 - October 2012
SagePoint Financial (previously AIG Financial Advisors) February 2007 - February 2009
ING Funds September 2004 - February 2007
Skills
AML, Fraud, Legal Writing, Legal Research, Corporate Law, Insurance, OFAC, Westlaw, Privacy Law, Mergers, Fixed Annuities, Compliance Training, Bank Secrecy Act, Sanction, Anti Money Laundering, Life Insurance, FINRA, Investments, Financial Regulation, Compliance Regulations, SEC, Microsoft Office, Auditing, Securities, Financial Services, Compliance Monitoring, Legal Compliance, Mergers
Education
Pierce College
John P. McCrory, AIF John P. McCrory, AIF's ING Funds Experience January 1994 - December 2007
Job Financial Consultant at Securus Financial Group, Inc.
Industry Financial Services
Experience
Securus Financial Group, Inc. January 2011 - Present
ING Funds January 1994 - December 2007
Skills
Thought Leadership, Investment Advisory, Sales Management, Retirement Plan..., Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Series 7, Series 66, Series 63, Fixed Annuities
Education
Oklahoma State University
BA, English
Securus Financial Group, Inc. January 2011 - Present
ING Funds January 1994 - December 2007
Skills
Thought Leadership, Investment Advisory, Sales Management, Retirement Plan..., Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Series 7, Series 66, Series 63, Fixed Annuities
Education
Oklahoma State University
BA, English
Aaron Somers's ING Funds Experience February 2002 - November 2003
Job Vice President, Advertising Compliance at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
Ed James M.B.A. Ed James M.B.A.'s ING Funds Experience September 2000 - November 2005
Job Chairman and CEO
Industry Financial Services
Experience
West Valley Finance LLC January 2009 - Present
West Valley Finance January 2009 - Present
Mortgage Investors Corporation 2009 - 2011
Sol Financial Mortgage February 2006 - January 2009
ING Funds September 2000 - November 2005
Skills
Mergers, Finance, Private Equity, Mergers & Acquisitions, Investments, Commercial Real Estate, Loans, Financial Services, Mutual Funds, Start-ups, Business Development
Education
Golden Gate University 1980 — 1982
Master of Business Administration, Financial Management
Male High School
General Curriculum, Business
West Valley Finance LLC January 2009 - Present
West Valley Finance January 2009 - Present
Mortgage Investors Corporation 2009 - 2011
Sol Financial Mortgage February 2006 - January 2009
ING Funds September 2000 - November 2005
Skills
Mergers, Finance, Private Equity, Mergers & Acquisitions, Investments, Commercial Real Estate, Loans, Financial Services, Mutual Funds, Start-ups, Business Development
Education
Golden Gate University 1980 — 1982
Master of Business Administration, Financial Management
Male High School
General Curriculum, Business
Erfan Haroon's ING Funds Experience October 2009 - August 2010
Job Regional Advisory Consultant at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Zane Foster Zane Foster's ING Funds Experience 2005 - 2006
Job Regional Account Manager at Pason Systems USA
Industry Oil & Energy
Experience
Pason Systems USA July 2014 - Present
Auto-Dril, Inc July 2013 - June 2014
Loop1 Systems January 2012 - June 2013
Pervasive January 2011 - December 2011
SolarWinds October 2009 - January 2011
ING Funds 2005 - 2006
Skills
Salesforce.com, SaaS, Enterprise Software, Demand Generation, Lead Generation, Solution Selling, Sales Enablement, Marketo, Cloud Computing, Sales Process, Product Marketing, Account Management, Sales Presentations, NetSuite, Channel, Professional Services, Data Integration, Direct Sales, Marketing Strategy, Sales Management, Data Center, Software Industry, Go-to-market Strategy, Managed Services, Pre-sales, Marketing Automation, Integration, Virtualization, Key Account Management, Customer Retention
Education
Texas State University 1999 — 2004
Bachelor of Business Administration (BBA), Finance, General
Pason Systems USA July 2014 - Present
Auto-Dril, Inc July 2013 - June 2014
Loop1 Systems January 2012 - June 2013
Pervasive January 2011 - December 2011
SolarWinds October 2009 - January 2011
ING Funds 2005 - 2006
Skills
Salesforce.com, SaaS, Enterprise Software, Demand Generation, Lead Generation, Solution Selling, Sales Enablement, Marketo, Cloud Computing, Sales Process, Product Marketing, Account Management, Sales Presentations, NetSuite, Channel, Professional Services, Data Integration, Direct Sales, Marketing Strategy, Sales Management, Data Center, Software Industry, Go-to-market Strategy, Managed Services, Pre-sales, Marketing Automation, Integration, Virtualization, Key Account Management, Customer Retention
Education
Texas State University 1999 — 2004
Bachelor of Business Administration (BBA), Finance, General
Greg Ilukowicz Greg Ilukowicz's ING Funds Experience December 2007 - April 2010
Job Regional Director at API Funds
Industry Investment Management
Experience
API Funds April 2012 - Present
Stadion Money Management April 2010 - April 2012
ING Funds December 2007 - April 2010
Guardian Investment Services March 2007 - November 2007
AXA Enterprise June 2005 - January 2007
Natixis Gobal Asset Management 1998 - 2000
Skills
Mutual Funds, Series 7, Managing Accounts, Variable Annuities, Series 63, Separately Managed..., Series 6, Alternative Investments, Series 65, Asset Allocation, ETFs, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities, Investment Advisory, Asset Management, Investment Strategies, 401k
Education
Marist College 1993 — 1995
BS, Criminal Justice
University of Delaware
API Funds April 2012 - Present
Stadion Money Management April 2010 - April 2012
ING Funds December 2007 - April 2010
Guardian Investment Services March 2007 - November 2007
AXA Enterprise June 2005 - January 2007
Natixis Gobal Asset Management 1998 - 2000
Skills
Mutual Funds, Series 7, Managing Accounts, Variable Annuities, Series 63, Separately Managed..., Series 6, Alternative Investments, Series 65, Asset Allocation, ETFs, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities, Investment Advisory, Asset Management, Investment Strategies, 401k
Education
Marist College 1993 — 1995
BS, Criminal Justice
University of Delaware
Mike Giardina's ING Funds Experience April 2009 - Present
Job Operations Analyst at ING Funds
Industry Financial Services
Experience
ING Funds April 2009 - Present
Patpatia and Associates May 2008 - July 2008
COMSYS Services November 2007 - April 2008
Global Spectrum August 2006 - December 2006
Skills
Accounts Receivable, Analysis, Competitive Analysis, Finance, Equities, Financial Risk, Investments
Education
Lewis and Clark College 2003 — 2007
BA, Economics
United States Military Academy 2002 — 2003
N/A
ING Funds April 2009 - Present
Patpatia and Associates May 2008 - July 2008
COMSYS Services November 2007 - April 2008
Global Spectrum August 2006 - December 2006
Skills
Accounts Receivable, Analysis, Competitive Analysis, Finance, Equities, Financial Risk, Investments
Education
Lewis and Clark College 2003 — 2007
BA, Economics
United States Military Academy 2002 — 2003
N/A
Ernest J. C'DeBaca, CFP®, ChFC®, JD, LLM Ernest J. C'DeBaca, CFP®, ChFC®, JD, LLM's ING Funds Experience January 2004 - May 2006
Job Attorney and Business Consultant
Industry Financial Services
Experience
Public and Private Entities January 2010 - Present
ING Investments, LLC / Directed Services, LLC July 2008 - December 2009
ING Funds / ING Investments, LLC / ING Funds Distributors, LLC July 2008 - December 2009
ING Funds; ING Funds Services, LLC May 2006 - December 2009
ING Funds January 2004 - May 2006
U.S. Securities and Exchange Commission (SEC) January 2001 - December 2003
SER Solutions, Inc January 2000 - January 2001
CIGNA HealthCare Inc January 1991 - January 1997
Education
Georgetown University Law Center 2000 — 2001
LL.M., Securities and Financial Regulation
The University of New Mexico School of Law 1997 — 2000
Juris Doctor, Corporate/Tax/Securities/Estate Planning
Webster University 1997 — 1999
MBA, Finance
The University of New Mexico 1992 — 1996
Bachelors, University Studies
Public and Private Entities January 2010 - Present
ING Investments, LLC / Directed Services, LLC July 2008 - December 2009
ING Funds / ING Investments, LLC / ING Funds Distributors, LLC July 2008 - December 2009
ING Funds; ING Funds Services, LLC May 2006 - December 2009
ING Funds January 2004 - May 2006
U.S. Securities and Exchange Commission (SEC) January 2001 - December 2003
SER Solutions, Inc January 2000 - January 2001
CIGNA HealthCare Inc January 1991 - January 1997
Education
Georgetown University Law Center 2000 — 2001
LL.M., Securities and Financial Regulation
The University of New Mexico School of Law 1997 — 2000
Juris Doctor, Corporate/Tax/Securities/Estate Planning
Webster University 1997 — 1999
MBA, Finance
The University of New Mexico 1992 — 1996
Bachelors, University Studies
Frank Serebrin Frank Serebrin's ING Funds Experience 2000 - 2003
Job President at InCapital Marketing
Industry Financial Services
Experience
InCapital Marketing 2011 - Present
William O'Neil + Company 2010 - 2011
Serebrin Marketing Group 2003 - 2010
ING Funds 2000 - 2003
AIM Investments 1990 - 2000
Dean Witter Funds 1986 - 1990
Skills
Marketing Strategy, Marketing Communications, Product Management, Mutual Funds, Alternative Investments, Product Development, Institutional, Integrated Marketing, Brand Development, Advertising, Market Research, Competitive Analysis, Team Building, Marketing, Product Marketing, Strategic Planning, Financial Services, Digital Marketing, Email Marketing, Social Media, Copywriting, Strategic Communications, Public Relations, Management, Analytics, Leadership, ETFs, Investment Strategies, Sales, Equities, Hedge Funds, Retirement Planning, Fixed Income, Newsletters, Separately Managed..., Direct Marketing, Fixed Annuities, Strategic Partnerships, Multi-channel Marketing, Finance, Series 7, Relationship Management, Investments, Asset Management
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
InCapital Marketing 2011 - Present
William O'Neil + Company 2010 - 2011
Serebrin Marketing Group 2003 - 2010
ING Funds 2000 - 2003
AIM Investments 1990 - 2000
Dean Witter Funds 1986 - 1990
Skills
Marketing Strategy, Marketing Communications, Product Management, Mutual Funds, Alternative Investments, Product Development, Institutional, Integrated Marketing, Brand Development, Advertising, Market Research, Competitive Analysis, Team Building, Marketing, Product Marketing, Strategic Planning, Financial Services, Digital Marketing, Email Marketing, Social Media, Copywriting, Strategic Communications, Public Relations, Management, Analytics, Leadership, ETFs, Investment Strategies, Sales, Equities, Hedge Funds, Retirement Planning, Fixed Income, Newsletters, Separately Managed..., Direct Marketing, Fixed Annuities, Strategic Partnerships, Multi-channel Marketing, Finance, Series 7, Relationship Management, Investments, Asset Management
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Emil Nikolov Emil Nikolov's ING Funds Experience April 2000 - November 2000
Job Technical Architect at Veeva Systems
Industry Information Technology and Services
Experience
Veeva Systems September 2012 - Present
Freelance Consultant December 2011 - September 2012
ING October 2007 - December 2011
Financial Tapestry LLC April 2002 - October 2007
Financial Tapestry LLC December 2000 - March 2002
ING Funds April 2000 - November 2000
ACE Group September 1998 - March 2000
Skills
Salesforce.com, Force.com, Oracle, Web Development, SQL Server, SQL, Data Warehousing, DB2, HTML, JavaScript, Java, Visual Basic, Apex, Eclipse, Business Objects, ColdFusion, SSIS, XML, XSLT, Application Development, PL/SQL, MySQL, Software Development, Web Applications, Databases, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Software Project..., jQuery, Database Design, HTML 5, Programming
Education
MIT 2012 — 2012
IAP Internet Application Programming – Android, MySQL, PHP
Drexel University 1995 — 2000
Bachelor of Science, Information Systems
MG Yambol
Veeva Systems September 2012 - Present
Freelance Consultant December 2011 - September 2012
ING October 2007 - December 2011
Financial Tapestry LLC April 2002 - October 2007
Financial Tapestry LLC December 2000 - March 2002
ING Funds April 2000 - November 2000
ACE Group September 1998 - March 2000
Skills
Salesforce.com, Force.com, Oracle, Web Development, SQL Server, SQL, Data Warehousing, DB2, HTML, JavaScript, Java, Visual Basic, Apex, Eclipse, Business Objects, ColdFusion, SSIS, XML, XSLT, Application Development, PL/SQL, MySQL, Software Development, Web Applications, Databases, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Software Project..., jQuery, Database Design, HTML 5, Programming
Education
MIT 2012 — 2012
IAP Internet Application Programming – Android, MySQL, PHP
Drexel University 1995 — 2000
Bachelor of Science, Information Systems
MG Yambol
Erikson S. Nystrom's ING Funds Experience October 1998 - October 2000
Job Regional Director of Sales for LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
Mari Bunney's ING Funds Experience September 2008 - October 2009
Job Associate Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds May 2014 - Present
Principal Funds December 2011 - April 2014
Charles Schwab June 2010 - January 2012
RMR Wealth Management November 2009 - May 2010
ING Funds September 2008 - October 2009
ING August 2005 - September 2008
ING May 2004 - August 2005
Skills
Mutual Funds, Series 6, Series 24, FINRA, Retirement Planning, Securities, Investments, Alternative Investments, Retirement, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management
Education
Central College 2001 — 2004
Business Management, Finance
Principal Funds May 2014 - Present
Principal Funds December 2011 - April 2014
Charles Schwab June 2010 - January 2012
RMR Wealth Management November 2009 - May 2010
ING Funds September 2008 - October 2009
ING August 2005 - September 2008
ING May 2004 - August 2005
Skills
Mutual Funds, Series 6, Series 24, FINRA, Retirement Planning, Securities, Investments, Alternative Investments, Retirement, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management
Education
Central College 2001 — 2004
Business Management, Finance
Ed Godinez Ed Godinez's ING Funds Experience November 2008 - November 2010
Job National Account Manager at Billing Tree
Industry Financial Services
Experience
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Patty Colehour Patty Colehour's ING Funds Experience April 2002 - April 2003
Job Program Coordinator at ProKids Foundation
Industry Nonprofit Organization Management
Experience
Pro Housing October 2014 - Present
ProKids Foundation February 2014 - Present
Nerium International July 2012 - Present
Clark County School District January 2004 - July 2005
ING Funds April 2002 - April 2003
Van Kampen Investments October 2000 - April 2002
John Nuveen & Co. July 1999 - October 2000
Scudder Investments October 1997 - July 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Strategic Planning, Team Building, Training, Business Planning, Coaching, Leadership, Non-profit...
Education
Southern Illinois University, Carbondale 1993 — 1997
BS in Accounting, Accounting
Ecole Secondaire de la Suze
Pro Housing October 2014 - Present
ProKids Foundation February 2014 - Present
Nerium International July 2012 - Present
Clark County School District January 2004 - July 2005
ING Funds April 2002 - April 2003
Van Kampen Investments October 2000 - April 2002
John Nuveen & Co. July 1999 - October 2000
Scudder Investments October 1997 - July 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Strategic Planning, Team Building, Training, Business Planning, Coaching, Leadership, Non-profit...
Education
Southern Illinois University, Carbondale 1993 — 1997
BS in Accounting, Accounting
Ecole Secondaire de la Suze
Troy Damboise's ING Funds Experience August 2005 - July 2006
Job Senior Vice President and General Auditor at Liberty Bank CT
Industry Financial Services
Experience
Liberty Bank - CT December 2013 - Present
ING October 1999 - August 2013
ING August 2006 - September 2011
ING Funds August 2005 - July 2006
ING February 2003 - July 2005
ING October 1999 - February 2003
Citi February 1997 - October 1999
GE September 1995 - February 1997
Skills
Financial Risk, Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Management, Banking, Sarbanes-Oxley Act, Financial Services, Operational Risk, IT Audit, Operational Risk..., Financial Analysis, Leadership, Insurance, Sarbanes-Oxley, COSO, Auditing, Regulatory Compliance..., Talent Management, Strategic Risk..., Audit Management &..., SEC & FINRA Regulation, Trust Company Regulation, Vendor/Sub Advisor..., Process Improvement, Quality Assurance, Project Management, Governance, CISA, Risk Assessment, Accounting
Education
Rensselaer Polytechnic Institute
MBA, Finance
Merrimack College
BS, Finance
University of Pennsylvania - The Wharton School
Completed Part 1 FINRA Institute at Wharton Certified Regulatory and Compliance Professional Program
Liberty Bank - CT December 2013 - Present
ING October 1999 - August 2013
ING August 2006 - September 2011
ING Funds August 2005 - July 2006
ING February 2003 - July 2005
ING October 1999 - February 2003
Citi February 1997 - October 1999
GE September 1995 - February 1997
Skills
Financial Risk, Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Management, Banking, Sarbanes-Oxley Act, Financial Services, Operational Risk, IT Audit, Operational Risk..., Financial Analysis, Leadership, Insurance, Sarbanes-Oxley, COSO, Auditing, Regulatory Compliance..., Talent Management, Strategic Risk..., Audit Management &..., SEC & FINRA Regulation, Trust Company Regulation, Vendor/Sub Advisor..., Process Improvement, Quality Assurance, Project Management, Governance, CISA, Risk Assessment, Accounting
Education
Rensselaer Polytechnic Institute
MBA, Finance
Merrimack College
BS, Finance
University of Pennsylvania - The Wharton School
Completed Part 1 FINRA Institute at Wharton Certified Regulatory and Compliance Professional Program
Brian Mackin Brian Mackin's ING Funds Experience 2001 - 2004
Job Regional Sales Director at Pacific Air Center
Industry Aviation & Aerospace
Experience
Pacific Air Center October 2008 - Present
Alaris Aviation January 2005 - October 2008
ING Funds 2001 - 2004
Skills
Aircraft, Aviation, Business Planning, Private Pilot, General Aviation, Cessna, Aerospace, Contract Negotiation, International Sales, Strategic Planning, Flights, Airports, Management, Start-ups, Business Strategy, Leadership, Negotiation, Piloting, Sales, Business Aviation, Commercial Aviation, Aeronautics
Education
University of Arizona 1990 — 1994
Pacific Air Center October 2008 - Present
Alaris Aviation January 2005 - October 2008
ING Funds 2001 - 2004
Skills
Aircraft, Aviation, Business Planning, Private Pilot, General Aviation, Cessna, Aerospace, Contract Negotiation, International Sales, Strategic Planning, Flights, Airports, Management, Start-ups, Business Strategy, Leadership, Negotiation, Piloting, Sales, Business Aviation, Commercial Aviation, Aeronautics
Education
University of Arizona 1990 — 1994
Todd Lockwood Todd Lockwood's ING Funds Experience March 2008 - December 2010
Job Senior Vice President, Operations and Client Services at Cole Capital
Industry Financial Services
Experience
Cole Capital February 2012 - Present
Cole Capital December 2010 - February 2012
ING Funds March 2008 - December 2010
ING Funds October 2005 - March 2008
ING Funds August 2003 - October 2005
ING Funds October 2001 - August 2003
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Financial Services, Management, Asset Management, Operations Management, REIT, Risk Management, Financial Analysis, Finance, Transfer Agency, Series 99, Vendor Management, Contract Negotiation, TA Conversions, Proxy campaigns, Mergers: private to..., Public Speaking, Offshore funds, Wealth Management
Education
University of Arizona 1988 — 1993
Bachelor of Science in Business Administration, Finance
Cole Capital February 2012 - Present
Cole Capital December 2010 - February 2012
ING Funds March 2008 - December 2010
ING Funds October 2005 - March 2008
ING Funds August 2003 - October 2005
ING Funds October 2001 - August 2003
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Financial Services, Management, Asset Management, Operations Management, REIT, Risk Management, Financial Analysis, Finance, Transfer Agency, Series 99, Vendor Management, Contract Negotiation, TA Conversions, Proxy campaigns, Mergers: private to..., Public Speaking, Offshore funds, Wealth Management
Education
University of Arizona 1988 — 1993
Bachelor of Science in Business Administration, Finance
Brandon Croucher Brandon Croucher's ING Funds Experience January 2005 - December 2009
Job I am the new Community Engagement Coordinator for Open Doors Academy.
Industry Nonprofit Organization Management
Experience
Open Doors Academy August 2012 - Present
YMCA of Greater Cleveland April 2009 - October 2012
ING Funds January 2005 - December 2009
American Red Cross March 2009 - May 2009
Skills
Grant Writing, Non-profits, Fundraising, Writing, PowerPoint, Word, Excel, Microsoft Office, Community Outreach, Event Planning, Program Development, Youth Development, Public Speaking, Public Relations, Community Relations, Customer Relations, Research, Blogging, Customer Service, Strategic Planning, Social Media, Media Relations, Organizational..., Budgeting, Photoshop, Leadership Development, Internal Communications, Health, Event Management, Volunteer Management, Team Leadership, Grants, Press Releases, Change Management, Proposal Writing, Special Events, Social Networking, Social Media Marketing, Promotions, Marketing Communications, Advertising, Administration, Outlook, Problem Solving, Newsletters, Editing
Education
Cleveland State University 2007 — 2011
Nonprofit Administration and Leadership
Open Doors Academy August 2012 - Present
YMCA of Greater Cleveland April 2009 - October 2012
ING Funds January 2005 - December 2009
American Red Cross March 2009 - May 2009
Skills
Grant Writing, Non-profits, Fundraising, Writing, PowerPoint, Word, Excel, Microsoft Office, Community Outreach, Event Planning, Program Development, Youth Development, Public Speaking, Public Relations, Community Relations, Customer Relations, Research, Blogging, Customer Service, Strategic Planning, Social Media, Media Relations, Organizational..., Budgeting, Photoshop, Leadership Development, Internal Communications, Health, Event Management, Volunteer Management, Team Leadership, Grants, Press Releases, Change Management, Proposal Writing, Special Events, Social Networking, Social Media Marketing, Promotions, Marketing Communications, Advertising, Administration, Outlook, Problem Solving, Newsletters, Editing
Education
Cleveland State University 2007 — 2011
Nonprofit Administration and Leadership
Derek Kranenborg Derek Kranenborg's ING Funds Experience September 2000 - March 2001
Job at The Vine / Cave Spring Cellars
Industry Wine and Spirits
Experience
The Vine / Cave Spring Cellars / Free House Wines and Spirits (Ontario) February 2011 - Present
All The Right Grapes June 2009 - Present
Liquor Control Board of Ontario (LCBO) March 2010 - February 2011
ING Canada / Intact Insurance March 2001 - June 2009
ING Funds September 2000 - March 2001
ING Direct September 1997 - September 2000
Skills
Wine
Education
York University - Schulich School of Business 2009 — 2009
Marketing Management
Wine and Spirit Education Trust 2005 — 2009
Diploma
Ivey Business School at Western University 2002 — 2002
Leadership Program
Business Administration
Consejo Regulador Jerez
VLC
The Vine / Cave Spring Cellars / Free House Wines and Spirits (Ontario) February 2011 - Present
All The Right Grapes June 2009 - Present
Liquor Control Board of Ontario (LCBO) March 2010 - February 2011
ING Canada / Intact Insurance March 2001 - June 2009
ING Funds September 2000 - March 2001
ING Direct September 1997 - September 2000
Skills
Wine
Education
York University - Schulich School of Business 2009 — 2009
Marketing Management
Wine and Spirit Education Trust 2005 — 2009
Diploma
Ivey Business School at Western University 2002 — 2002
Leadership Program
Business Administration
Consejo Regulador Jerez
VLC
Brent Summers Brent Summers's ING Funds Experience September 1999 - October 2003
Job Finance / FP&A Professional | Relationship Manager | Driving ROI through Transparency | Investor
Industry Insurance
Experience
Blue Cross Blue Shield of Arizona September 2013 - Present
First American Title June 2012 - August 2013
First American Title September 2008 - June 2012
NADG February 2004 - July 2008
ING Funds September 1999 - October 2003
Barclays Global Investors September 1998 - September 1999
Skills
Financial Analysis, Business Analysis, Process Improvement, Data Analysis, Investments, Social Media, Corporate Finance, ROI Optimization, Finance, Financial Reporting, Project Management, Accounting, Building Relationships, Hyperion Enterprise, Budgets, Forecasting, Account Reconciliation, General Ledger, Variance Analysis, Journal Entries, Financial Statement..., Social Networking, Social Media Marketing, Project Portfolio..., Monthly Close, P&L, ERP, Management, Cost Accounting, JD Edwards, Knowledge Discovery, SharePoint, Internal Controls, Mergers & Acquisitions, Cash Management, Sarbanes-Oxley Act, Consolidation, Treasury Functions, Real Estate Development, Data Mining, Analytics, Oracle, Mutual Funds, ETFs, Business Intelligence, Reporting Metrics, Technical Analysis, Analysis, Financial Modeling, Hyperion
Education
University of Phoenix 2002 — 2004
MBA
Arizona State University 1990 — 1995
BS, Quantification and Statistical Analysis as part of History degree
Blue Cross Blue Shield of Arizona September 2013 - Present
First American Title June 2012 - August 2013
First American Title September 2008 - June 2012
NADG February 2004 - July 2008
ING Funds September 1999 - October 2003
Barclays Global Investors September 1998 - September 1999
Skills
Financial Analysis, Business Analysis, Process Improvement, Data Analysis, Investments, Social Media, Corporate Finance, ROI Optimization, Finance, Financial Reporting, Project Management, Accounting, Building Relationships, Hyperion Enterprise, Budgets, Forecasting, Account Reconciliation, General Ledger, Variance Analysis, Journal Entries, Financial Statement..., Social Networking, Social Media Marketing, Project Portfolio..., Monthly Close, P&L, ERP, Management, Cost Accounting, JD Edwards, Knowledge Discovery, SharePoint, Internal Controls, Mergers & Acquisitions, Cash Management, Sarbanes-Oxley Act, Consolidation, Treasury Functions, Real Estate Development, Data Mining, Analytics, Oracle, Mutual Funds, ETFs, Business Intelligence, Reporting Metrics, Technical Analysis, Analysis, Financial Modeling, Hyperion
Education
University of Phoenix 2002 — 2004
MBA
Arizona State University 1990 — 1995
BS, Quantification and Statistical Analysis as part of History degree
Brett Lee Brett Lee's ING Funds Experience May 2006 - September 2006
Job Managing Partner at Rockport Capital Partners
Industry Venture Capital & Private Equity
Experience
Rockport Capital Partners October 2012 - Present
CBRE December 2009 - September 2012
DPFG June 2007 - August 2009
Public Safety Personnel Retirement System January 2007 - June 2007
Associated Management, LLC September 2006 - June 2007
ING Funds May 2006 - September 2006
Mercer May 2003 - August 2003
Skills
Investments, Due Diligence, Real Estate Investment, Financial Modeling, Financial Analysis, Real Estate Development, Analysis, Cash Flow, Asset Managment, Valuation, Private Equity, Corporate Finance, Portfolio Management, Investment Properties, Management, Leadership, Business Strategy, Negotiation, Asset Management, Business Development, Strategy, Cross-cultural Teams, Forecasting, Capital Markets, Commercial Real Estate, Acquisitions, Real Estate Economics, Joint Ventures
Education
Thunderbird School of Global Management 2004 — 2006
MBA, Finance
University of Utah - David Eccles School of Business 1999 — 2003
Bachelor, Finance
Rockport Capital Partners October 2012 - Present
CBRE December 2009 - September 2012
DPFG June 2007 - August 2009
Public Safety Personnel Retirement System January 2007 - June 2007
Associated Management, LLC September 2006 - June 2007
ING Funds May 2006 - September 2006
Mercer May 2003 - August 2003
Skills
Investments, Due Diligence, Real Estate Investment, Financial Modeling, Financial Analysis, Real Estate Development, Analysis, Cash Flow, Asset Managment, Valuation, Private Equity, Corporate Finance, Portfolio Management, Investment Properties, Management, Leadership, Business Strategy, Negotiation, Asset Management, Business Development, Strategy, Cross-cultural Teams, Forecasting, Capital Markets, Commercial Real Estate, Acquisitions, Real Estate Economics, Joint Ventures
Education
Thunderbird School of Global Management 2004 — 2006
MBA, Finance
University of Utah - David Eccles School of Business 1999 — 2003
Bachelor, Finance
Joseph Franchini Joseph Franchini's ING Funds Experience March 2004 - January 2008
Job Sr. Regional Consulting Manager at Stormwind Studios, Specialist for Higher Education Institutions
Industry Professional Training & Coaching
Experience
Stormwind Studios October 2012 - Present
Volt Technical Resources March 2012 - October 2012
Training To You, Inc February 2010 - March 2012
New Horizons of Arizona March 2008 - February 2010
ING Funds March 2004 - January 2008
Skills
Marketing Management, MOS, Strategic Negotiations, Negotiation, Product Development, Sales, Business Development, Sales Management, B2B, Management, Networking, CRM, Leadership, Strategy, Salesforce.com, SaaS, Strategic Partnerships, Technical Recruiting, Account Management, Solution Selling, Direct Sales, Lead Generation, Training, Team Building, Team Leadership
Education
Arizona State University 1998 — 2002
Accounting
Stormwind Studios October 2012 - Present
Volt Technical Resources March 2012 - October 2012
Training To You, Inc February 2010 - March 2012
New Horizons of Arizona March 2008 - February 2010
ING Funds March 2004 - January 2008
Skills
Marketing Management, MOS, Strategic Negotiations, Negotiation, Product Development, Sales, Business Development, Sales Management, B2B, Management, Networking, CRM, Leadership, Strategy, Salesforce.com, SaaS, Strategic Partnerships, Technical Recruiting, Account Management, Solution Selling, Direct Sales, Lead Generation, Training, Team Building, Team Leadership
Education
Arizona State University 1998 — 2002
Accounting
Beth Remy's ING Funds Experience January 2002 - July 2002
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
George Ty Watson George Ty Watson's ING Funds Experience September 1999 - April 2003
Job Financial Professional
Industry Financial Services
Experience
MetLife July 2013 - Present
BIC Group, LLC May 2012 - December 2012
Genworth Financial 2004 - 2009
ING Funds September 1999 - April 2003
Skills
Fixed Annuities, Variable Annuities, IRAs, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, 529 Plans, Roth IRA, Mutual Funds, Series 63, Series 7, Investments, Sales, Financial Services, Insurance
Education
Ripon College 1980 — 1984
Biology Chemistry
MetLife July 2013 - Present
BIC Group, LLC May 2012 - December 2012
Genworth Financial 2004 - 2009
ING Funds September 1999 - April 2003
Skills
Fixed Annuities, Variable Annuities, IRAs, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, 529 Plans, Roth IRA, Mutual Funds, Series 63, Series 7, Investments, Sales, Financial Services, Insurance
Education
Ripon College 1980 — 1984
Biology Chemistry
Ernest Cottrill Ernest Cottrill's ING Funds Experience April 2008 - July 2009
Job Customer Sales and Service Representative at Verizon
Industry Telecommunications
Experience
Verizon May 2013 - Present
Verizon November 2010 - May 2013
Allied Barton Security July 2009 - November 2011
US Census Bureau April 2010 - August 2010
ING Funds April 2008 - July 2009
ING 2005 - 2009
AT&T April 1993 - March 2005
Skills
Financial Analysis, Management, Team Building, Coaching, Leadership, Customer Satisfaction, Retail, Microsoft Excel, Problem Solving, Customer Service, Time Management, Team Leadership
Education
Ramapo College of New Jersey 1979 — 1983
BS Bus Admin, Acountting and Computer
County College of Morris 1977 — 1979
AA, Business
Morris Knolls High School 1972 — 1976
HS diploma, College Prep
Verizon May 2013 - Present
Verizon November 2010 - May 2013
Allied Barton Security July 2009 - November 2011
US Census Bureau April 2010 - August 2010
ING Funds April 2008 - July 2009
ING 2005 - 2009
AT&T April 1993 - March 2005
Skills
Financial Analysis, Management, Team Building, Coaching, Leadership, Customer Satisfaction, Retail, Microsoft Excel, Problem Solving, Customer Service, Time Management, Team Leadership
Education
Ramapo College of New Jersey 1979 — 1983
BS Bus Admin, Acountting and Computer
County College of Morris 1977 — 1979
AA, Business
Morris Knolls High School 1972 — 1976
HS diploma, College Prep
Gretchen Sands, CFA Gretchen Sands, CFA's ING Funds Experience August 2010 - February 2012
Job Finance Manager at TMobile
Industry Financial Services
Experience
T-Mobile July 2014 - Present
T-Mobile March 2012 - July 2014
ING Funds August 2010 - February 2012
ING Investment Management July 2001 - October 2008
Skills
Investments, Asset Managment, Portfolio Management, Investment Banking, Financial Reporting, Bloomberg, Investment Management, Financial Analysis, Fixed Income, Accounting, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
MBA, Finance
Boston College 1998 — 2000
Bachelor of Science (BS), Economics
Simmons College 1996 — 1998
Brewer High School 1992 — 1996
T-Mobile July 2014 - Present
T-Mobile March 2012 - July 2014
ING Funds August 2010 - February 2012
ING Investment Management July 2001 - October 2008
Skills
Investments, Asset Managment, Portfolio Management, Investment Banking, Financial Reporting, Bloomberg, Investment Management, Financial Analysis, Fixed Income, Accounting, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
MBA, Finance
Boston College 1998 — 2000
Bachelor of Science (BS), Economics
Simmons College 1996 — 1998
Brewer High School 1992 — 1996
Christina Welter Christina Welter's ING Funds Experience March 2007 - January 2009
Job Operations Manager at Kobie Marketing
Industry Marketing and Advertising
Experience
Kobie Marketing April 2015 - Present
Marketing General Incorporated July 2012 - April 2015
Palm Coast Data February 2012 - May 2012
International Travel Marketing Company July 2009 - February 2012
ING Funds March 2007 - January 2009
ING Funds September 2005 - February 2007
Skills
Project Management, Marketing, Management, Customer Service, Email Marketing, Budgets, Microsoft Excel, Online Marketing, Microsoft Office, Training, Problem Solving, Outlook, MS Project, PowerPoint, Salesforce.com, Change Management, Product Quality, Microsoft Word, SharePoint, Adobe Acrobat, QuickBooks, Salesforce Training, Salesforce.com..., Salesforce.com..., IBM AS/400, Reporting Systems, Crisis Management, Crisis Intervention, Organizational..., Operational Risk..., Written & Oral..., Presentations, Analytical Skills, Client Development, Client Relations Skills, Creative Problem Solving, PMBOK, Scrum, JIRA, Confluence, Tempo, Marketing Strategy
Education
Florida Institute of Technology 2013 — 2014
Master of Science (M.S.), Project Management
Northern Arizona University 2009 — 2010
Bachelor of Science (B.S.), Public Management
Rio Salado College 2008 — 2009
Associate of Arts (A.A.), Communication
University of South Florida 2003 — 2005
Course Work in Psychology, International Business, and English
Kobie Marketing April 2015 - Present
Marketing General Incorporated July 2012 - April 2015
Palm Coast Data February 2012 - May 2012
International Travel Marketing Company July 2009 - February 2012
ING Funds March 2007 - January 2009
ING Funds September 2005 - February 2007
Skills
Project Management, Marketing, Management, Customer Service, Email Marketing, Budgets, Microsoft Excel, Online Marketing, Microsoft Office, Training, Problem Solving, Outlook, MS Project, PowerPoint, Salesforce.com, Change Management, Product Quality, Microsoft Word, SharePoint, Adobe Acrobat, QuickBooks, Salesforce Training, Salesforce.com..., Salesforce.com..., IBM AS/400, Reporting Systems, Crisis Management, Crisis Intervention, Organizational..., Operational Risk..., Written & Oral..., Presentations, Analytical Skills, Client Development, Client Relations Skills, Creative Problem Solving, PMBOK, Scrum, JIRA, Confluence, Tempo, Marketing Strategy
Education
Florida Institute of Technology 2013 — 2014
Master of Science (M.S.), Project Management
Northern Arizona University 2009 — 2010
Bachelor of Science (B.S.), Public Management
Rio Salado College 2008 — 2009
Associate of Arts (A.A.), Communication
University of South Florida 2003 — 2005
Course Work in Psychology, International Business, and English
Andrea Becker Andrea Becker's ING Funds Experience February 2007 - December 2009
Job Special Education Teacher at Mesa Public Schools
Industry Legal Services
Experience
Mesa Public Schools August 2014 - Present
Udall Shumway PLC April 2013 - Present
Self Employed August 2012 - Present
East Park Pool September 2011 - November 2012
DiCarlo Caserta & Phelps, PLLC December 2009 - January 2011
DiCarlo Caserta McKeighan & Phelps PLC December 2009 - January 2011
ING Funds February 2007 - December 2009
ING Funds February 2007 - December 2009
Phelps Dodge December 2007 - February 2008
Scottsdale Unified School District December 2000 - December 2007
Skills
Estate Planning, Personal Injury, Domestic Relations, Ethics, Litigation, Corporate Law, Legal Research, Outlook, Westlaw, Legal Writing, Legal Assistance, Research, Civil Litigation, Trials, Family Law, Document Review, Litigation Support
Education
Ottawa University-Phoenix
Master's Degree, Special Education and Teaching
Kaplan University 2008 — 2010
Bachelors, Law
Kaplan University 2008 — 2010
Bachelor's Degree, Legal Studies
Ashworth College 2004 — 2006
Associates, Paralegal Studies
Mesa Public Schools August 2014 - Present
Udall Shumway PLC April 2013 - Present
Self Employed August 2012 - Present
East Park Pool September 2011 - November 2012
DiCarlo Caserta & Phelps, PLLC December 2009 - January 2011
DiCarlo Caserta McKeighan & Phelps PLC December 2009 - January 2011
ING Funds February 2007 - December 2009
ING Funds February 2007 - December 2009
Phelps Dodge December 2007 - February 2008
Scottsdale Unified School District December 2000 - December 2007
Skills
Estate Planning, Personal Injury, Domestic Relations, Ethics, Litigation, Corporate Law, Legal Research, Outlook, Westlaw, Legal Writing, Legal Assistance, Research, Civil Litigation, Trials, Family Law, Document Review, Litigation Support
Education
Ottawa University-Phoenix
Master's Degree, Special Education and Teaching
Kaplan University 2008 — 2010
Bachelors, Law
Kaplan University 2008 — 2010
Bachelor's Degree, Legal Studies
Ashworth College 2004 — 2006
Associates, Paralegal Studies
Shanna Weber Shanna Weber's ING Funds Experience 2003 - 2008
Job Managing Director Product Strategy & Development
Industry Financial Services
Experience
Charles Schwab Investment Management March 2015 - Present
Janus Capital Group January 2008 - March 2015
ING Funds 2003 - 2008
Ajilon Finance Solutions 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Mutual Funds, Pricing, UCITS, Closed-end Funds, Series 7, Alternative Investments, Investments, Asset Managment, Equities, Asset Allocation, Investment Strategies, Investment Advisory, Relationship Management, Mergers, Investment Management, Competitive Analysis, Derivatives, Process Improvement, Separately Managed..., Strategy, Asset Management, Capital Markets, Cross-functional Team..., Due Diligence, Hedge Funds
Education
University of Arizona, Eller College of Management 2007 — 2008
MBA, Executive MBA
Arizona State University 1997 — 2001
BA in Finance and BA in Management, Business, Finance, Derivatives, Investing, 4.0
Arizona State University - W. P. Carey School of Business 1997 — 2001
BA, Finance, Management
Charles Schwab Investment Management March 2015 - Present
Janus Capital Group January 2008 - March 2015
ING Funds 2003 - 2008
Ajilon Finance Solutions 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Mutual Funds, Pricing, UCITS, Closed-end Funds, Series 7, Alternative Investments, Investments, Asset Managment, Equities, Asset Allocation, Investment Strategies, Investment Advisory, Relationship Management, Mergers, Investment Management, Competitive Analysis, Derivatives, Process Improvement, Separately Managed..., Strategy, Asset Management, Capital Markets, Cross-functional Team..., Due Diligence, Hedge Funds
Education
University of Arizona, Eller College of Management 2007 — 2008
MBA, Executive MBA
Arizona State University 1997 — 2001
BA in Finance and BA in Management, Business, Finance, Derivatives, Investing, 4.0
Arizona State University - W. P. Carey School of Business 1997 — 2001
BA, Finance, Management
Raisa Sufian Raisa Sufian's ING Funds Experience July 2007 - August 2007
Job Business Development at VaynerMedia
Industry Marketing and Advertising
Experience
VaynerMedia December 2014 - Present
VaynerMedia February 2013 - November 2014
VaynerMedia February 2012 - January 2013
StrawberryFrog June 2011 - August 2011
CIMB 2009 - 2010
ING Funds July 2007 - August 2007
Shangri-La Hotels & Resorts June 2007 - July 2007
Skills
Research, Editing, Internal Communications, Digital Strategy, Analytics, Digital Marketing, Social Media, Social Media Marketing, Digital Media, Corporate Communications, Market Research, Marketing Communications, Strategy, Marketing, Competitive Analysis, Facebook
Education
Columbia University in the City of New York 2010 — 2012
MSc, Communications Practice
Queen Mary University of London 2006 — 2009
BA, English, First Class Honours
Oakham School
VaynerMedia December 2014 - Present
VaynerMedia February 2013 - November 2014
VaynerMedia February 2012 - January 2013
StrawberryFrog June 2011 - August 2011
CIMB 2009 - 2010
ING Funds July 2007 - August 2007
Shangri-La Hotels & Resorts June 2007 - July 2007
Skills
Research, Editing, Internal Communications, Digital Strategy, Analytics, Digital Marketing, Social Media, Social Media Marketing, Digital Media, Corporate Communications, Market Research, Marketing Communications, Strategy, Marketing, Competitive Analysis, Facebook
Education
Columbia University in the City of New York 2010 — 2012
MSc, Communications Practice
Queen Mary University of London 2006 — 2009
BA, English, First Class Honours
Oakham School
Evan Kruger's ING Funds Experience June 2009 - August 2010
Job Product Manager and Student of Innovation and Intraprenuership
Industry Financial Services
Experience
Northern Trust Corporation November 2014 - Present
Northern Trust - Hedge Fund Services April 2013 - October 2014
Bank of America August 2010 - April 2013
ING Funds June 2009 - August 2010
ING Funds February 2008 - August 2009
AEGON Asset Management May 2007 - August 2007
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Reporting, Finance, Corporate Finance, Process Improvement, Forecasting, Accounting, Business Analysis, Financial Analysis, Derivatives, Corporate FP&A, Account Reconciliation, Strategic Financial..., Financial Services, Financial Planning, Marketing Strategy, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 2003 — 2007
BS
Northern Trust Corporation November 2014 - Present
Northern Trust - Hedge Fund Services April 2013 - October 2014
Bank of America August 2010 - April 2013
ING Funds June 2009 - August 2010
ING Funds February 2008 - August 2009
AEGON Asset Management May 2007 - August 2007
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Reporting, Finance, Corporate Finance, Process Improvement, Forecasting, Accounting, Business Analysis, Financial Analysis, Derivatives, Corporate FP&A, Account Reconciliation, Strategic Financial..., Financial Services, Financial Planning, Marketing Strategy, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 2003 — 2007
BS
Kyle Crosse Kyle Crosse's ING Funds Experience April 2010 - June 2011
Job Research Analyst at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
STORE Capital May 2013 - May 2014
Dinan & Company May 2012 - April 2013
ING Investment Management June 2011 - May 2012
ING Funds April 2010 - June 2011
Skills
Financial Analysis, Securities, Bloomberg, Mutual Funds, Series 63, Management, Investments, Access, Financial Modeling, Auditing, Insurance, Analysis, Portfolio Management, Finance, Loans
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Voya Investment Management May 2014 - Present
STORE Capital May 2013 - May 2014
Dinan & Company May 2012 - April 2013
ING Investment Management June 2011 - May 2012
ING Funds April 2010 - June 2011
Skills
Financial Analysis, Securities, Bloomberg, Mutual Funds, Series 63, Management, Investments, Access, Financial Modeling, Auditing, Insurance, Analysis, Portfolio Management, Finance, Loans
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Elaine Popilek Elaine Popilek's ING Funds Experience January 2011 - July 2013
Job Financial Analyst at Swiftpage
Industry Computer Software
Experience
Swiftpage July 2013 - Present
ING Funds January 2011 - July 2013
H & R Block December 2007 - April 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Finance, Investments, Mutual Funds, Foreign Market..., Microsoft Excel, Microsoft Word, Confluence, Annual Reports, Access, Portfolio Turnover, Inform, Financial Statements, Accruals, Outlook, SEC filings, Bank Reconciliation, General Ledger, Financial Accounting, Analysis, Financial Modeling, Tax, SEC Filings, Leadership, Strategy, Business Analysis, Microsoft Office, Process Improvement, Budgets, Financial Planning, GAAP, SaaS, Sarbanes-Oxley Act, CRM, QuickBooks, PowerPoint, Team Building, Payroll
Education
Northern Arizona University 2005 — 2009
Bachelor's degree, Accounting
Swiftpage July 2013 - Present
ING Funds January 2011 - July 2013
H & R Block December 2007 - April 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Finance, Investments, Mutual Funds, Foreign Market..., Microsoft Excel, Microsoft Word, Confluence, Annual Reports, Access, Portfolio Turnover, Inform, Financial Statements, Accruals, Outlook, SEC filings, Bank Reconciliation, General Ledger, Financial Accounting, Analysis, Financial Modeling, Tax, SEC Filings, Leadership, Strategy, Business Analysis, Microsoft Office, Process Improvement, Budgets, Financial Planning, GAAP, SaaS, Sarbanes-Oxley Act, CRM, QuickBooks, PowerPoint, Team Building, Payroll
Education
Northern Arizona University 2005 — 2009
Bachelor's degree, Accounting
Rachel Melton Rachel Melton's ING Funds Experience July 2012 - December 2013
Job Compliance Professional
Industry Financial Services
Experience
Investment Management February 2015 - Present
Voya Investment Management December 2013 - February 2015
ING Funds July 2012 - December 2013
ING Funds June 2010 - July 2012
Skills
Series 7, Series 63, Mutual Funds, FINRA, Asset Management, Securities, Financial Services, Investment Management, Bloomberg, Due Diligence, Finance, Financial Analysis
Education
Arizona State University 2006 — 2010
Bachelors, Business, Communications
Investment Management February 2015 - Present
Voya Investment Management December 2013 - February 2015
ING Funds July 2012 - December 2013
ING Funds June 2010 - July 2012
Skills
Series 7, Series 63, Mutual Funds, FINRA, Asset Management, Securities, Financial Services, Investment Management, Bloomberg, Due Diligence, Finance, Financial Analysis
Education
Arizona State University 2006 — 2010
Bachelors, Business, Communications
Robert Pujia Robert Pujia's ING Funds Experience July 2007 - January 2008
Job Provide simple solutions for Investment Advisor Representatives and Registered Investment Advisors
Industry Financial Services
Experience
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Alexis Schumann Wherry Alexis Schumann Wherry's ING Funds Experience September 2005 - June 2010
Job Regulatory Affairs AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
Tom Deck Tom Deck's ING Funds Experience May 1999 - December 2000
Job Chief Compliance Officer at M&T Securities
Industry Financial Services
Experience
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
Archana Lannin's ING Funds Experience May 2008 - August 2008
Job Real Estate Attorney at Kennerly Lamishaw & Rossi LLP
Industry Law Practice
Experience
Kennerly Lamishaw & Rossi LLP February 2013 - Present
Los Angeles County District Attorney's Office October 2012 - February 2013
FINRA May 2010 - August 2010
ING Funds May 2008 - August 2008
MSS Multi-Sponsored Studies May 2007 - August 2007
W.P. Carey School of Business, Office of the Dean January 2007 - May 2007
Pederson 2006 U.S. Senate Campaign January 2006 - June 2006
Skills
Legal Research, Legal Writing, Corporate Law, Westlaw, Due Diligence, Real Estate Transactions, Commercial Real Estate, Mergers & Acquisitions, Real Estate Financing, Real Estate Development, Commercial Leasing, Investments, Loans, Financial Analysis, Public Speaking, Joint Ventures, Real Estate Economics, Contract Negotiation, Lease Negotiations, Land Acquisition, Property Disposition
Education
University of Southern California Law School 2009 — 2012
Juris Doctor
Arizona State University, W. P. Carey School of Business, Barrett Honors College 2005 — 2009
Bachelors of Science, B.S. Economics, B.S. Finance, Political Science minor
Kennerly Lamishaw & Rossi LLP February 2013 - Present
Los Angeles County District Attorney's Office October 2012 - February 2013
FINRA May 2010 - August 2010
ING Funds May 2008 - August 2008
MSS Multi-Sponsored Studies May 2007 - August 2007
W.P. Carey School of Business, Office of the Dean January 2007 - May 2007
Pederson 2006 U.S. Senate Campaign January 2006 - June 2006
Skills
Legal Research, Legal Writing, Corporate Law, Westlaw, Due Diligence, Real Estate Transactions, Commercial Real Estate, Mergers & Acquisitions, Real Estate Financing, Real Estate Development, Commercial Leasing, Investments, Loans, Financial Analysis, Public Speaking, Joint Ventures, Real Estate Economics, Contract Negotiation, Lease Negotiations, Land Acquisition, Property Disposition
Education
University of Southern California Law School 2009 — 2012
Juris Doctor
Arizona State University, W. P. Carey School of Business, Barrett Honors College 2005 — 2009
Bachelors of Science, B.S. Economics, B.S. Finance, Political Science minor
Kurt Petricek Kurt Petricek's ING Funds Experience 2005 - 2007
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Doak Cheatham's ING Funds Experience October 2005 - April 2008
Job Senior Loan Officer at Nova Home Loans
Industry Financial Services
Experience
Nova Home Loans August 2009 - Present
Capital One February 2009 - August 2009
Winslow Partners May 2008 - January 2009
ING Funds October 2005 - April 2008
Old Republic Credit Services November 2004 - May 2005
Platinum Investment Group August 2002 - November 2004
Skills
Mutual Funds, Sales, FHA financing, Marketing, Business Planning, Employee Benefits, Investments, Mortgage Lending, Finance, Credit Analysis, USDA, Banking, Asset Management, Series 7, Series 63, Portfolio Management, Loans, Insurance, Real Estate, Training, Small Business, Financial Analysis, Human Resources, Asset Allocation, Loan Origination, Management, Analysis, Credit, Selling, Refinance, Strategic Financial..., Investment Properties, Residential Mortgages, Sales Operations, Entrepreneurship, Accounting, Fixed Income, Residential Homes, Equities, Access, Securities, Underwriting, Forecasting, Derivatives, Investors, Mortgage Banking, Risk Management, FHA, Time Management, VA loans
Education
University of Arizona 2002 — 2003
Bachelor of the Arts, Political Science
Kansas State University 1999 — 2001
N/A, Hotel and Restaurant Management
Nova Home Loans August 2009 - Present
Capital One February 2009 - August 2009
Winslow Partners May 2008 - January 2009
ING Funds October 2005 - April 2008
Old Republic Credit Services November 2004 - May 2005
Platinum Investment Group August 2002 - November 2004
Skills
Mutual Funds, Sales, FHA financing, Marketing, Business Planning, Employee Benefits, Investments, Mortgage Lending, Finance, Credit Analysis, USDA, Banking, Asset Management, Series 7, Series 63, Portfolio Management, Loans, Insurance, Real Estate, Training, Small Business, Financial Analysis, Human Resources, Asset Allocation, Loan Origination, Management, Analysis, Credit, Selling, Refinance, Strategic Financial..., Investment Properties, Residential Mortgages, Sales Operations, Entrepreneurship, Accounting, Fixed Income, Residential Homes, Equities, Access, Securities, Underwriting, Forecasting, Derivatives, Investors, Mortgage Banking, Risk Management, FHA, Time Management, VA loans
Education
University of Arizona 2002 — 2003
Bachelor of the Arts, Political Science
Kansas State University 1999 — 2001
N/A, Hotel and Restaurant Management
Mark Loddo Mark Loddo's ING Funds Experience 2003 - 2005
Job Account Executive at Swiss America Trading Corp.
Industry Financial Services
Experience
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Gina D'Alessandro Gina D'Alessandro's ING Funds Experience November 2000 - November 2002
Job Regional Director at MidAmerica Financial
Industry Financial Services
Experience
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Matthew Kolb Matthew Kolb's ING Funds Experience March 2007 - June 2008
Job SVP Head of BizDev Benzinga (Financial Content & Market Data APIs)
Industry Financial Services
Experience
Benzinga March 2013 - Present
Benzinga March 2013 - Present
ING June 2008 - August 2011
ING Funds March 2007 - June 2008
ING Funds March 2006 - June 2006
Morgan Stanley May 2004 - September 2005
Skills
Mutual Funds, Separately Managed..., Series 7, Series 66, Wholesale, Institutional, Closed-end Funds, Sales, Uniform Combined State..., Investments, Series 63, Alternative Investments, Portfolio Management, Leadership, Entrepreneurship, Financial Modeling, Financial Services, Financial Markets, Finance, Mergers & Acquisitions, Options, Business Development, Investment Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Asset Management, Equities, Securities, Wealth Management, Fixed Income, Trading, Competitive Analysis, Bonds, Capital Markets, Bloomberg, Hedge Funds, CRM, Strategic Financial...
Education
Michigan State University 1999 — 2004
Business, Finance
Michigan State University 1999 — 2004
BA, Economics
Walled Lake Western 1995 — 1999
Benzinga March 2013 - Present
Benzinga March 2013 - Present
ING June 2008 - August 2011
ING Funds March 2007 - June 2008
ING Funds March 2006 - June 2006
Morgan Stanley May 2004 - September 2005
Skills
Mutual Funds, Separately Managed..., Series 7, Series 66, Wholesale, Institutional, Closed-end Funds, Sales, Uniform Combined State..., Investments, Series 63, Alternative Investments, Portfolio Management, Leadership, Entrepreneurship, Financial Modeling, Financial Services, Financial Markets, Finance, Mergers & Acquisitions, Options, Business Development, Investment Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Asset Management, Equities, Securities, Wealth Management, Fixed Income, Trading, Competitive Analysis, Bonds, Capital Markets, Bloomberg, Hedge Funds, CRM, Strategic Financial...
Education
Michigan State University 1999 — 2004
Business, Finance
Michigan State University 1999 — 2004
BA, Economics
Walled Lake Western 1995 — 1999
Avi Coburn Avi Coburn's ING Funds Experience June 2009 - Present
Job Mutual Fund Compliance Supervisor at ING Funds
Industry Investment Management
Experience
ING Funds June 2009 - Present
Bernstein Global Wealth Management June 2005 - November 2008
Meridian Capital Group August 2004 - June 2005
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Asset Managment, Strategic Planning, Finance, Risk Management, Equities
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, Business Administration: Finance
Brandeis University 2000 — 2004
BA, Political Science
ING Funds June 2009 - Present
Bernstein Global Wealth Management June 2005 - November 2008
Meridian Capital Group August 2004 - June 2005
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Asset Managment, Strategic Planning, Finance, Risk Management, Equities
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, Business Administration: Finance
Brandeis University 2000 — 2004
BA, Political Science
Tige Hofer, CIMC's ING Funds Experience 1998 - 2000
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Delaware Investments, a member of the Macquarie Group 2010 - Present
Merrill Lynch July 2006 - December 2009
Dreyfus Investments June 2004 - July 2006
MFS Investment Management 2000 - 2002
ING Funds 1998 - 2000
Skills
Public Speaking, Mutual Funds, Separately Managed..., Separate Accounts, 401k, Retirement Planning, Managed Futures, Private Equity, Venture Capital, Real Estate, ETFs, Asset Allocation, Asset Managment, Investments, Finance, Banking, Alternative Investments, Series 7, Series 63, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Hedge Funds, Securities, Fixed Income, Equities, Retirement, Series 65, Wealth Management..., Management, Strategy, Financial Planning, Sales, Insurance, Wealth, Relationship Management, Financial Analysis, Funding, Strategic Planning, Consulting, Due Diligence, Financial Modeling, FINRA, Bonds, Risk Management
Education
California Western School of Law 1997 — 1998
Law
University of Arizona 1989 — 1993
BS, Psychology, Biochemistry
Scottsdale Christian Academy 1986 — 1989
High School, General
Andrew Draluck Andrew Draluck's ING Funds Experience 1999 - 2001
Job Great Western Investments & Insurance
Industry Investment Management
Experience
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Paul Bernardi Paul Bernardi's ING Funds Experience 2001 - Present
Job Senior Vice President Head of Business Development at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management 2009 - Present
ING Funds 2001 - Present
ING Investment Management 2007 - 2009
ING Investment Management 2003 - 2007
ING Investment Management 2001 - 2003
Regent Investor Services, A Division of Alliance Capital Management April 1998 - July 2001
Diversified Investment Advisors October 1996 - April 1998
Monroe Parker Securities 1995 - 1996
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, SMAs, Series 4, 24, 51, Series 65, CFP, CIMA, CMFC
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Finance
Western New England College 1990 — 1992
Voya Investment Management 2009 - Present
ING Funds 2001 - Present
ING Investment Management 2007 - 2009
ING Investment Management 2003 - 2007
ING Investment Management 2001 - 2003
Regent Investor Services, A Division of Alliance Capital Management April 1998 - July 2001
Diversified Investment Advisors October 1996 - April 1998
Monroe Parker Securities 1995 - 1996
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, SMAs, Series 4, 24, 51, Series 65, CFP, CIMA, CMFC
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Finance
Western New England College 1990 — 1992
Jim DeFalco Jim DeFalco's ING Funds Experience September 1998 - November 2000
Job NPC Vice President of Advisory
Industry Financial Services
Experience
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
Jason Cowans, CFP®, ChFC®'s ING Funds Experience July 2002 - October 2003
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services August 2011 - Present
Highland Advisory Group November 2008 - August 2011
Cowans Financial Services December 2003 - November 2008
ING Funds July 2002 - October 2003
H&R Block Financial Advisors March 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - December 2000
LBUSD January 1997 - May 2000
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management
Education
University of Arizona
Bachelor of Science, Math with Finance emphasis
The American College
CFP® Certification
The American College
Chartered Financial Consultant
Edelman Financial Services August 2011 - Present
Highland Advisory Group November 2008 - August 2011
Cowans Financial Services December 2003 - November 2008
ING Funds July 2002 - October 2003
H&R Block Financial Advisors March 2001 - July 2002
Morgan Stanley Smith Barney May 2000 - December 2000
LBUSD January 1997 - May 2000
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management
Education
University of Arizona
Bachelor of Science, Math with Finance emphasis
The American College
CFP® Certification
The American College
Chartered Financial Consultant
Kati Babinec's ING Funds Experience February 2003 - January 2005
Job
Industry Legal Services
Experience
AZZ Incorporated May 2015 - Present
Palo Verde Nuclear Generating Station, Arizona Public Service (APS) June 2013 - May 2015
Sulzer Pumps (US) Inc. January 2005 - May 2013
ING Funds February 2003 - January 2005
Ryley Carlock & Applewhite June 2000 - February 2003
Skills
Contract Negotiation, Risk Mitigation, Compliance, Process Improvement, Contract Management, International Trade, Negotiation, Microsoft Office, Excel, Export, Administration, Analysis, Documentation, Public Speaking, Auditing, Program Management, PowerPoint, Customer Service, Procurement, Outlook, Word, Purchasing, Real Estate, ITAR, Customer Relations, Import/Export, Mergers, Budgeting, Litigation, Problem Solving, Hands-on Training, Claims Management, Mentoring Of Staff, Matrix Management, Risk Management, Mergers & Acquisitions, Software Documentation, Licensing, Due Diligence, Legal Writing, Change Management, Intellectual Property, Export Controls, Leadership, Team Leadership
Education
International Import Export Institute, Dunlap-Stone University 2008 — 2008
CUSECO
Northern Arizona University 1994 — 1998
Bachelor of Science
Ursuline Academy 1984 — 1988
Xavier College Prepatory 1984 — 1988
AZZ Incorporated May 2015 - Present
Palo Verde Nuclear Generating Station, Arizona Public Service (APS) June 2013 - May 2015
Sulzer Pumps (US) Inc. January 2005 - May 2013
ING Funds February 2003 - January 2005
Ryley Carlock & Applewhite June 2000 - February 2003
Skills
Contract Negotiation, Risk Mitigation, Compliance, Process Improvement, Contract Management, International Trade, Negotiation, Microsoft Office, Excel, Export, Administration, Analysis, Documentation, Public Speaking, Auditing, Program Management, PowerPoint, Customer Service, Procurement, Outlook, Word, Purchasing, Real Estate, ITAR, Customer Relations, Import/Export, Mergers, Budgeting, Litigation, Problem Solving, Hands-on Training, Claims Management, Mentoring Of Staff, Matrix Management, Risk Management, Mergers & Acquisitions, Software Documentation, Licensing, Due Diligence, Legal Writing, Change Management, Intellectual Property, Export Controls, Leadership, Team Leadership
Education
International Import Export Institute, Dunlap-Stone University 2008 — 2008
CUSECO
Northern Arizona University 1994 — 1998
Bachelor of Science
Ursuline Academy 1984 — 1988
Xavier College Prepatory 1984 — 1988
Robin Nesbitt's ING Funds Experience August 2002 - August 2007
Job Director and Corporate Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab October 2011 - Present
Janus Capital Group September 2007 - October 2011
ING Funds August 2002 - August 2007
Skills
Securities, Corporate Law, Mutual Funds, Securities Regulation, Banking, Corporate Governance, Mergers & Acquisitions, Private Equity, Financial Services, Hedge Funds, Alternative Investments
Education
Colorado State University 1993 — 1995
Golden Gate University, School of Law
Charles Schwab October 2011 - Present
Janus Capital Group September 2007 - October 2011
ING Funds August 2002 - August 2007
Skills
Securities, Corporate Law, Mutual Funds, Securities Regulation, Banking, Corporate Governance, Mergers & Acquisitions, Private Equity, Financial Services, Hedge Funds, Alternative Investments
Education
Colorado State University 1993 — 1995
Golden Gate University, School of Law
Jason Raper, MBA's ING Funds Experience 2002 - 2008
Job Experienced Professional Currently Seeking New Opportunity | Corporate Strategy | Customer Experience | Marketing
Industry Executive Office
Experience
Currently Seeking New Opportunity 2015 - Present
PetSmart 2010 - 2015
PetSmart 2008 - 2010
ING Funds 2002 - 2008
eFunds 2001 - 2002
Skills
Strategy, Leadership, Management, Marketing Strategy, Business Development, Project Management, CRM, Retail, Strategic Planning, Marketing, Cross-functional Team..., Sales, Market Research, Analytics, Team Building, Integrated Marketing, Business Analysis, Change Management, P&L Management, Process Improvement, Product Development, Forecasting, Customer Service, Business Planning, Competitive Analysis, Team Leadership, Marketing Communications, Mergers & Acquisitions, Training, Business Strategy, Six Sigma, Customer Experience, Program Management, Finance, Product Marketing, Risk Management, New Business Development, Online Marketing, Microsoft Excel, Product Management, Brand Management, Budgets, Demand Generation, Strategic Communications, Direct Marketing, Customer Loyalty, Budget Management, Vendor Management, Financial Modeling, Public Speaking
Education
Arizona State University - W. P. Carey School of Business
MBA, Master of Business Administration
Arizona State University
Bachelor of Science, Small Business Management
Currently Seeking New Opportunity 2015 - Present
PetSmart 2010 - 2015
PetSmart 2008 - 2010
ING Funds 2002 - 2008
eFunds 2001 - 2002
Skills
Strategy, Leadership, Management, Marketing Strategy, Business Development, Project Management, CRM, Retail, Strategic Planning, Marketing, Cross-functional Team..., Sales, Market Research, Analytics, Team Building, Integrated Marketing, Business Analysis, Change Management, P&L Management, Process Improvement, Product Development, Forecasting, Customer Service, Business Planning, Competitive Analysis, Team Leadership, Marketing Communications, Mergers & Acquisitions, Training, Business Strategy, Six Sigma, Customer Experience, Program Management, Finance, Product Marketing, Risk Management, New Business Development, Online Marketing, Microsoft Excel, Product Management, Brand Management, Budgets, Demand Generation, Strategic Communications, Direct Marketing, Customer Loyalty, Budget Management, Vendor Management, Financial Modeling, Public Speaking
Education
Arizona State University - W. P. Carey School of Business
MBA, Master of Business Administration
Arizona State University
Bachelor of Science, Small Business Management
David Calvino's ING Funds Experience June 2001 - September 2004
Job Group Insurance Specialist at Good Neighbor Insurance, Inc
Industry Financial Services
Experience
Good Neighbor Insurance, Inc November 2012 - Present
Dalton Education 2011 - 2012
US Bank November 2008 - February 2011
Bank of America June 2008 - November 2008
Cole Capital 2004 - 2006
ING Funds June 2001 - September 2004
Morgan Stanley February 2000 - April 2001
Skills
Financial Risk, Financial Services, Financial Advisory, Banking, Leadership, Investments, Training, Loans, Mutual Funds
Education
Cornell University 1992 — 1994
Bachelor of Science, Business
Pathways
Good Neighbor Insurance, Inc November 2012 - Present
Dalton Education 2011 - 2012
US Bank November 2008 - February 2011
Bank of America June 2008 - November 2008
Cole Capital 2004 - 2006
ING Funds June 2001 - September 2004
Morgan Stanley February 2000 - April 2001
Skills
Financial Risk, Financial Services, Financial Advisory, Banking, Leadership, Investments, Training, Loans, Mutual Funds
Education
Cornell University 1992 — 1994
Bachelor of Science, Business
Pathways
Troy Chakarun, CPWA's ING Funds Experience May 2005 - November 2008
Job SVP, National Sales Manager Private Wealth & Advisory Group at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management November 2014 - Present
Voya Investment Management March 2011 - November 2014
Voya Investment Management November 2008 - March 2011
ING Funds May 2005 - November 2008
Banc of America Investment Services, Inc. April 2004 - April 2005
Merrill Lynch 1998 - 2004
Skills
Wealth Management, Financial Advisory, Wealth, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Separately Managed..., Asset Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Series 65
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business
University of Arizona 1993 — 1997
B.A., Economics
Saguaro
Voya Investment Management November 2014 - Present
Voya Investment Management March 2011 - November 2014
Voya Investment Management November 2008 - March 2011
ING Funds May 2005 - November 2008
Banc of America Investment Services, Inc. April 2004 - April 2005
Merrill Lynch 1998 - 2004
Skills
Wealth Management, Financial Advisory, Wealth, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Separately Managed..., Asset Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Series 65
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business
University of Arizona 1993 — 1997
B.A., Economics
Saguaro
Napoleone, John's ING Funds Experience 2004 - 2005
Job Regional Sales Rep specializing in the sales and distribution of investment products
Industry Financial Services
Experience
Realty Capital Securities April 2009 - Present
PLANCO October 2006 - April 2009
Cole Real Estate Investments 2006 - 2007
ING Funds 2004 - 2005
Skills
Series 63, Series 7, Alternative Investments
Education
Arizona State University 1998 — 2002
Realty Capital Securities April 2009 - Present
PLANCO October 2006 - April 2009
Cole Real Estate Investments 2006 - 2007
ING Funds 2004 - 2005
Skills
Series 63, Series 7, Alternative Investments
Education
Arizona State University 1998 — 2002
Robb Weiland's ING Funds Experience November 2003 - October 2008
Job at
Industry Financial Services
Experience
Dunham & Associates July 2009 - Present
ING Funds November 2003 - October 2008
AIG SunAmerica Securities May 1999 - February 2003
The MONY Group August 1998 - April 1999
AIG SunAmerica Securities January 1998 - August 1998
Skills
Closed-end Funds, Financial Markets, Portfolio Management, Investment Management, ETFs, Asset Managment, Investment Advisory, Alternative Investments
Education
Northern Arizona University, College of Business Administration 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Dunham & Associates July 2009 - Present
ING Funds November 2003 - October 2008
AIG SunAmerica Securities May 1999 - February 2003
The MONY Group August 1998 - April 1999
AIG SunAmerica Securities January 1998 - August 1998
Skills
Closed-end Funds, Financial Markets, Portfolio Management, Investment Management, ETFs, Asset Managment, Investment Advisory, Alternative Investments
Education
Northern Arizona University, College of Business Administration 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Ashley Marino Pedersen, AIF®'s ING Funds Experience August 2005 - February 2007
Job Sr. Product Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial October 2010 - April 2015
Westin Hotels & Resorts February 2010 - October 2010
Westin Hotels & Resorts December 2008 - February 2010
First Allied Securities, Inc. January 2008 - October 2008
Dunham & Associates February 2007 - January 2008
ING Funds August 2005 - February 2007
Morgan Stanley 2005 - 2005
UBS Wealth Management January 2000 - March 2004
Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement
Education
University of California, Irvine 1997 — 2001
BA
LPL Financial April 2015 - Present
LPL Financial October 2010 - April 2015
Westin Hotels & Resorts February 2010 - October 2010
Westin Hotels & Resorts December 2008 - February 2010
First Allied Securities, Inc. January 2008 - October 2008
Dunham & Associates February 2007 - January 2008
ING Funds August 2005 - February 2007
Morgan Stanley 2005 - 2005
UBS Wealth Management January 2000 - March 2004
Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement
Education
University of California, Irvine 1997 — 2001
BA
Kimberly Lindenmeyer's ING Funds Experience 2005 - March 2011
Job Assistant Vice President at Voya Financial
Industry Financial Services
Experience
Voya Investment Management May 2014 - Present
ING Investment Management March 2011 - May 2014
ING Funds 2005 - March 2011
First National Bank of Arizona July 2004 - October 2005
Multiple companies May 2002 - July 2004
Qwest Communications July 1999 - November 2001
Qwest Communications February 1998 - July 1999
Motorola, Inc. September 1995 - January 1998
Motorola 1993 - 1998
Cellular Subscriber Group December 1992 - September 1995
Skills
Vendor Management, Forecasting, Risk Management, Banking, Asset Managment, Financial Risk, Enterprise Risk..., Operational Risk..., Internal Controls, Business Analysis, Risk Assessment, Due Diligence, Business Continuity, Process Improvement, Compliance, Risk Mitigation, Governance, Business Process..., Risk, Risk Improvement, Mutual Funds, Asset Management, Management, Operational Risk
Education
Roosevelt University 1990 — 1995
BA, Economics
Voya Investment Management May 2014 - Present
ING Investment Management March 2011 - May 2014
ING Funds 2005 - March 2011
First National Bank of Arizona July 2004 - October 2005
Multiple companies May 2002 - July 2004
Qwest Communications July 1999 - November 2001
Qwest Communications February 1998 - July 1999
Motorola, Inc. September 1995 - January 1998
Motorola 1993 - 1998
Cellular Subscriber Group December 1992 - September 1995
Skills
Vendor Management, Forecasting, Risk Management, Banking, Asset Managment, Financial Risk, Enterprise Risk..., Operational Risk..., Internal Controls, Business Analysis, Risk Assessment, Due Diligence, Business Continuity, Process Improvement, Compliance, Risk Mitigation, Governance, Business Process..., Risk, Risk Improvement, Mutual Funds, Asset Management, Management, Operational Risk
Education
Roosevelt University 1990 — 1995
BA, Economics
Andrew Guzman, CPA, CFE's ING Funds Experience March 2013 - Present
Job Project Manager at ING Funds
Industry Investment Management
Experience
ING Funds March 2013 - Present
A Sophisticated View Photography January 2010 - Present
ING Funds August 2010 - March 2013
O'Reilly Auto Parts July 2008 - May 2010
CSK Auto December 2007 - July 2008
Ernst & Young LLP October 2005 - December 2007
General Electric - Commercial Finance June 2004 - August 2004
Education
Northern Arizona University-The W. A. Franke College of Business 2000 — 2004
BS & BSBA, Accountancy, Finance
ING Funds March 2013 - Present
A Sophisticated View Photography January 2010 - Present
ING Funds August 2010 - March 2013
O'Reilly Auto Parts July 2008 - May 2010
CSK Auto December 2007 - July 2008
Ernst & Young LLP October 2005 - December 2007
General Electric - Commercial Finance June 2004 - August 2004
Education
Northern Arizona University-The W. A. Franke College of Business 2000 — 2004
BS & BSBA, Accountancy, Finance
Kirsten Pickens's ING Funds Experience December 1999 - November 2003
Job Partner, Head of Distribution at Chiron Investment Management
Industry Financial Services
Experience
Chiron Investment Management June 2015 - Present
Ivy Funds November 2003 - July 2015
Waddell and Reed, Inc November 2003 - July 2015
Ivy Funds Distributor Inc 2003 - July 2015
ING Funds December 1999 - November 2003
ING Funds 1999 - 2003
J&W Seligman 1998 - 1999
Skills
Mutual Funds, Series 7, Series 24, Series 63, Alternative Investments, Investments, Wealth Management, Asset Allocation, Separately Managed..., Series 65, Series 6, Retirement Planning, Fixed Annuities, Uniform Combined State..., Asset Managment
Education
Arizona State University
Chiron Investment Management June 2015 - Present
Ivy Funds November 2003 - July 2015
Waddell and Reed, Inc November 2003 - July 2015
Ivy Funds Distributor Inc 2003 - July 2015
ING Funds December 1999 - November 2003
ING Funds 1999 - 2003
J&W Seligman 1998 - 1999
Skills
Mutual Funds, Series 7, Series 24, Series 63, Alternative Investments, Investments, Wealth Management, Asset Allocation, Separately Managed..., Series 65, Series 6, Retirement Planning, Fixed Annuities, Uniform Combined State..., Asset Managment
Education
Arizona State University
Lin Katzenstein's ING Funds Experience 2004 - 2008
Job Investment Service Rep at USAA
Industry Investment Management
Experience
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
Gina Grewal's ING Funds Experience July 2005 - February 2008
Job National Accounts Director Institutional Sales, CIMA
Industry Investment Management
Experience
Realty Capital Securities November 2012 - January 2014
ING Investment Management February 2008 - November 2012
ING Funds July 2005 - February 2008
ING Funds February 2001 - July 2005
Skills
Mutual Funds, Investment Advisory, Asset Managment, Series 63, Series 7, Separately Managed..., Alternative Investments, ETFs, Equities, Investments, Relationship Management, Asset Allocation, Fixed Income, Private Equity, Strategic Financial..., Series 65
Education
Arizona State University 1991 — 1995
BS, Finance
Realty Capital Securities November 2012 - January 2014
ING Investment Management February 2008 - November 2012
ING Funds July 2005 - February 2008
ING Funds February 2001 - July 2005
Skills
Mutual Funds, Investment Advisory, Asset Managment, Series 63, Series 7, Separately Managed..., Alternative Investments, ETFs, Equities, Investments, Relationship Management, Asset Allocation, Fixed Income, Private Equity, Strategic Financial..., Series 65
Education
Arizona State University 1991 — 1995
BS, Finance
Mark Buehler's ING Funds Experience July 2006 - July 2007
Job Forecasting Analyst at LiveOps
Industry Information Technology and Services
Experience
LiveOps April 2011 - Present
LiveOps September 2007 - April 2011
ING Funds July 2006 - July 2007
ING Funds May 2004 - July 2006
Skills
Forecasting, Call Centers, Cross-functional Team..., Analytics, Call Center, Data Analysis, Start-ups, Customer Service, Professional Services
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Science, General Management
International School of Bern, Switzerland 1988 — 1993
LiveOps April 2011 - Present
LiveOps September 2007 - April 2011
ING Funds July 2006 - July 2007
ING Funds May 2004 - July 2006
Skills
Forecasting, Call Centers, Cross-functional Team..., Analytics, Call Center, Data Analysis, Start-ups, Customer Service, Professional Services
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Science, General Management
International School of Bern, Switzerland 1988 — 1993
Roger Nenes's ING Funds Experience 1998 - 2001
Job Regional Manager at Starnet Data Design
Industry Information Technology and Services
Experience
Starnet Data Design June 2003 - Present
Aviation Management Systems 2001 - 2002
ING Funds 1998 - 2001
ING 1998 - 2001
New Horizons 1996 - 1998
Skills
VoIP, Disaster Recovery, Routing, Network Optimization, QoS, WAN, LAN/WAN, Unified Communications, Network Design, Network Security, Telecommunications, VPN, Network Engineering, Consultative Selling, Firewalls, Wireless Networking, Switches, VMware ESX, Hosted Services, VMware, Solution Selling, Selling, Data Center, LAN-WAN, Routers, Hardware, SIP Trunking, Troubleshooting, SAN, Networking, Cloud Computing
Education
University of Advancing Technology 1992 — 1996
BS, Virutal Reality, CAD Technologies
Starnet Data Design June 2003 - Present
Aviation Management Systems 2001 - 2002
ING Funds 1998 - 2001
ING 1998 - 2001
New Horizons 1996 - 1998
Skills
VoIP, Disaster Recovery, Routing, Network Optimization, QoS, WAN, LAN/WAN, Unified Communications, Network Design, Network Security, Telecommunications, VPN, Network Engineering, Consultative Selling, Firewalls, Wireless Networking, Switches, VMware ESX, Hosted Services, VMware, Solution Selling, Selling, Data Center, LAN-WAN, Routers, Hardware, SIP Trunking, Troubleshooting, SAN, Networking, Cloud Computing
Education
University of Advancing Technology 1992 — 1996
BS, Virutal Reality, CAD Technologies
Dreama Briley's ING Funds Experience October 2000 - February 2002
Job Director, Creative Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
Todd Modic's ING Funds Experience 2001 - Present
Job SVP at ING Funds
Industry Financial Services
Experience
ING Funds 2001 - Present
Rural Metro 1995 - 2000
express america 1993 - 1995
KPMG 1989 - 1993
Education
Arizona State University 1985 — 1989
ING Funds 2001 - Present
Rural Metro 1995 - 2000
express america 1993 - 1995
KPMG 1989 - 1993
Education
Arizona State University 1985 — 1989
Jason Boblick's ING Funds Experience May 2007 - May 2008
Job Attorney
Industry Legal Services
Experience
Shorall McGoldrick Brinkmann August 2008 - Present
ING Funds May 2007 - May 2008
Education
Arizona State University College of Law
Sandra Day O'Connor College of Law at Arizona State University
Juris Doctor
University of Illinois
Bachelor, Science
Shorall McGoldrick Brinkmann August 2008 - Present
ING Funds May 2007 - May 2008
Education
Arizona State University College of Law
Sandra Day O'Connor College of Law at Arizona State University
Juris Doctor
University of Illinois
Bachelor, Science
Ryan Wells's ING Funds Experience May 2004 - December 2006
Job Director of Internal Operations at Clayton Christensen Institute
Industry Financial Services
Experience
Clayton Christensen Institute January 2014 - Present
Twitter November 2012 - December 2013
Rafter, Inc. August 2012 - October 2012
YuMe April 2012 - August 2012
PepsiCo August 2010 - March 2012
Downtown Streets Team June 2009 - August 2009
Amazon May 2008 - August 2008
Equity Residential March 2007 - August 2007
ING Funds May 2004 - December 2006
ING Funds May 2004 - December 2006
Skills
Financial Modeling, Financial Reporting, Forecasting, Microsoft Excel, Process Improvement, Financial Analysis, Project Management, Performance Management, Change Management, Program Management, Problem Solving, HRIS, Employee Referral..., Retail, Financial Planning, Recruitment/Retention, Performance Reviews, 360 Feedback, Calibration, Job Analysis, Employee Recognition
Education
Brigham Young University 2007 — 2009
Masters, Business Administration
Brigham Young University 2001 — 2004
B.S., Finance
Clayton Christensen Institute January 2014 - Present
Twitter November 2012 - December 2013
Rafter, Inc. August 2012 - October 2012
YuMe April 2012 - August 2012
PepsiCo August 2010 - March 2012
Downtown Streets Team June 2009 - August 2009
Amazon May 2008 - August 2008
Equity Residential March 2007 - August 2007
ING Funds May 2004 - December 2006
ING Funds May 2004 - December 2006
Skills
Financial Modeling, Financial Reporting, Forecasting, Microsoft Excel, Process Improvement, Financial Analysis, Project Management, Performance Management, Change Management, Program Management, Problem Solving, HRIS, Employee Referral..., Retail, Financial Planning, Recruitment/Retention, Performance Reviews, 360 Feedback, Calibration, Job Analysis, Employee Recognition
Education
Brigham Young University 2007 — 2009
Masters, Business Administration
Brigham Young University 2001 — 2004
B.S., Finance
Bernadette Hally's ING Funds Experience June 2006 - March 2008
Job Kindergarten Teacher at Young Scholars Charter School
Industry Financial Services
Experience
Young Scholars Charter School August 2014 - Present
Horizons at Episcopal Academy June 2014 - August 2014
SAP America October 2008 - August 2014
Collegium Charter School August 2013 - June 2014
ING Funds June 2006 - March 2008
ING Financial Services May 2005 - June 2006
ECONOMY.COM June 2004 - August 2004
Skills
Financial Modeling, Access, Accounting, Business Analysis, PowerPoint, Data Analysis, ERP, SAP, Microsoft Excel, Corporate Finance, Analysis, Financial Reporting, Risk Management, Finance, Project Management
Education
Immaculata University 2009 — 2014
Master of Education (M.Ed.), Elementary and Special Education
Immaculata University 2001 — 2005
BA, Business Administration, Minor Spanish
Young Scholars Charter School August 2014 - Present
Horizons at Episcopal Academy June 2014 - August 2014
SAP America October 2008 - August 2014
Collegium Charter School August 2013 - June 2014
ING Funds June 2006 - March 2008
ING Financial Services May 2005 - June 2006
ECONOMY.COM June 2004 - August 2004
Skills
Financial Modeling, Access, Accounting, Business Analysis, PowerPoint, Data Analysis, ERP, SAP, Microsoft Excel, Corporate Finance, Analysis, Financial Reporting, Risk Management, Finance, Project Management
Education
Immaculata University 2009 — 2014
Master of Education (M.Ed.), Elementary and Special Education
Immaculata University 2001 — 2005
BA, Business Administration, Minor Spanish
Greg Smith, CFA's ING Funds Experience 1999 - 2000
Job Partner at L. Roy Papp & Associates LLP
Industry Investment Management
Experience
L. Roy Papp & Associates LLP 2005 - Present
Banner Health 2003 - 2005
CVS Caremark Corporation 2001 - 2003
ING Funds 1999 - 2000
Barclays Global Investors 1996 - 1999
Skills
Financial Analysis, Financial Modeling, Investments, Equity Research, Valuation, Portfolio Management, Securities, Asset Management
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Finance
Santa Clara University 1992 — 1996
B.S., Finance
L. Roy Papp & Associates LLP 2005 - Present
Banner Health 2003 - 2005
CVS Caremark Corporation 2001 - 2003
ING Funds 1999 - 2000
Barclays Global Investors 1996 - 1999
Skills
Financial Analysis, Financial Modeling, Investments, Equity Research, Valuation, Portfolio Management, Securities, Asset Management
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Finance
Santa Clara University 1992 — 1996
B.S., Finance
Franck Barthelemy's ING Funds Experience June 2001 - January 2004
Job President at Barthelemy Properties LLC
Industry Real Estate
Experience
Barthelemy Properties LLC January 2010 - Present
AIG Advisor Group October 2008 - May 2009
AIG Advisor Group October 2004 - November 2008
ING Funds June 2001 - January 2004
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Residential Investment..., Construction
Education
Ecole Supérieure de Commerce de Chambéry 1995 — 1998
Masters, Corporate finance, accounting, management
Barthelemy Properties LLC January 2010 - Present
AIG Advisor Group October 2008 - May 2009
AIG Advisor Group October 2004 - November 2008
ING Funds June 2001 - January 2004
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Residential Investment..., Construction
Education
Ecole Supérieure de Commerce de Chambéry 1995 — 1998
Masters, Corporate finance, accounting, management
Sanjeev Arora, CFP's ING Funds Experience March 1995 - April 2003
Job First Vice President; Portfolio Management Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
ING Funds March 1995 - April 2003
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Morgan Stanley June 2005 - Present
ING Funds March 1995 - April 2003
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Ramy Shahin, CFP®, NHA, LPN's ING Funds Experience March 2005 - December 2008
Job Licensed Nurse Communicator & Regional Customer Manager at Ashfield, part of UDG Healthcare plc
Industry Financial Services
Experience
Ashfield, part of UDG Healthcare plc June 2014 - Present
Genesis HealthCare May 2013 - Present
Pine Run Community May 2013 - March 2014
LifeQuest July 2012 - April 2013
SEI Investments September 2009 - March 2011
ING FUNDS March 2005 - December 2008
ING January 2000 - March 2005
Skills
Geriatric Nursing, Nursing Care, Investment Advisory, Financial Planning, Retirement Planning, Charge Nurse, Wound Care, Mutual Funds, Fixed Annuities, Wealth Management, Investments
Education
Carnegie Mellon University 1992 — 1996
Bachelor of Science (B.S.), Engineering/Industrial Management
Ashfield, part of UDG Healthcare plc June 2014 - Present
Genesis HealthCare May 2013 - Present
Pine Run Community May 2013 - March 2014
LifeQuest July 2012 - April 2013
SEI Investments September 2009 - March 2011
ING FUNDS March 2005 - December 2008
ING January 2000 - March 2005
Skills
Geriatric Nursing, Nursing Care, Investment Advisory, Financial Planning, Retirement Planning, Charge Nurse, Wound Care, Mutual Funds, Fixed Annuities, Wealth Management, Investments
Education
Carnegie Mellon University 1992 — 1996
Bachelor of Science (B.S.), Engineering/Industrial Management
Joseph M Cali, CIMA®'s ING Funds Experience 2004 - 2005
Job Regional Investment Consultant, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Philip Fishbane's ING Funds Experience November 1999 - March 2003
Job Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Steve Lenhart's ING Funds Experience 1996 - 2003
Job Supervisor of Data Provisioning at Telesphere, a Vonage Company
Industry Telecommunications
Experience
Telesphere, a Vonage Company January 2015 - Present
Telesphere June 2008 - Present
AccuCode 2006 - 2008
ING Funds 1996 - 2003
Goodwill Industries of Central Arizona January 1992 - October 1995
Skills
VoIP, Telephony, Service Delivery, Telecommunications, Switches, Network Engineering, Broadsoft, Nagios, Router Configuration, Switch Configuration, Polycom, Cisco devices, Telnet, SSH, Goldwave, Audacity, Chrome, WinSCP, Help Desk Management, Windows, Linux, Adtran, Audiocodes, VBScript, 911 Enable, Microsoft Office 2007, Adobe Photoshop, Adobe Premiere, GoToMeeting, LogMeIn, MPLS, Cisco Technologies, Unified Communications, LAN-WAN, Network Design, Ethernet, Cisco IOS, VPN, Routers, IP, Network Architecture, DSL
Education
Arizona State University 1986 — 1988
BS, Economics, Finance, Sociology
Mesa Community College 1984 — 1986
AA, General Studies
Telesphere, a Vonage Company January 2015 - Present
Telesphere June 2008 - Present
AccuCode 2006 - 2008
ING Funds 1996 - 2003
Goodwill Industries of Central Arizona January 1992 - October 1995
Skills
VoIP, Telephony, Service Delivery, Telecommunications, Switches, Network Engineering, Broadsoft, Nagios, Router Configuration, Switch Configuration, Polycom, Cisco devices, Telnet, SSH, Goldwave, Audacity, Chrome, WinSCP, Help Desk Management, Windows, Linux, Adtran, Audiocodes, VBScript, 911 Enable, Microsoft Office 2007, Adobe Photoshop, Adobe Premiere, GoToMeeting, LogMeIn, MPLS, Cisco Technologies, Unified Communications, LAN-WAN, Network Design, Ethernet, Cisco IOS, VPN, Routers, IP, Network Architecture, DSL
Education
Arizona State University 1986 — 1988
BS, Economics, Finance, Sociology
Mesa Community College 1984 — 1986
AA, General Studies
Mike Dickson's ING Funds Experience 2003 - 2006
Job VP, Operations Relationship Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Peter O'Neil's ING Funds Experience 2005 - 2005
Job Research Manager at Colliers International Greater Phoenix
Industry Real Estate
Experience
Colliers International Greater Phoenix March 2012 - Present
Colliers International August 2010 - March 2012
Marcus & Millichap October 2006 - March 2009
Marcus & Millichap 2006 - 2008
ING Funds 2005 - 2005
The Vanguard Group 1999 - 2005
Skills
Real Estate, Market Analysis, Financial Modeling, Market Research, Forecasting, Data Analysis, Marketing, Research, Financial Analysis, Project Management, Analysis, Commercial Real Estate, Location Intelligence
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA, Business
University of Maryland College Park 1992 — 1996
BA, Government & Politics
Colliers International Greater Phoenix March 2012 - Present
Colliers International August 2010 - March 2012
Marcus & Millichap October 2006 - March 2009
Marcus & Millichap 2006 - 2008
ING Funds 2005 - 2005
The Vanguard Group 1999 - 2005
Skills
Real Estate, Market Analysis, Financial Modeling, Market Research, Forecasting, Data Analysis, Marketing, Research, Financial Analysis, Project Management, Analysis, Commercial Real Estate, Location Intelligence
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA, Business
University of Maryland College Park 1992 — 1996
BA, Government & Politics
Tony Dolan CRPC® , AAMS®'s ING Funds Experience June 2006 - October 2008
Job National Planning TeamBusiness Support Advisor at USAA
Industry Financial Services
Experience
USAA December 2014 - Present
USAA October 2013 - December 2014
USAA January 2009 - October 2013
ING Funds June 2006 - October 2008
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Asset Allocation, Employee Training, Presentation Development, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Securities, Equities, 401k, Asset Management, Insurance, Financial Planning, CRPC, AAMS
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Arizona State University, W. P. Carey School of Business
Finance, Finance and Financial Management Services
USAA December 2014 - Present
USAA October 2013 - December 2014
USAA January 2009 - October 2013
ING Funds June 2006 - October 2008
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Asset Allocation, Employee Training, Presentation Development, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Securities, Equities, 401k, Asset Management, Insurance, Financial Planning, CRPC, AAMS
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Arizona State University, W. P. Carey School of Business
Finance, Finance and Financial Management Services
Lisa Colon's ING Funds Experience 1999 - 2000
Job Chief Operating and Compliance Officer at Girard Partners, Ltd
Industry Financial Services
Experience
Girard Partners, Ltd 2011 - Present
Abacus Wealth Partners 2007 - 2011
Camelot Investment Advisers, LTD 2002 - 2007
PNC Financial Services Group 2000 - 2002
ING Funds 1999 - 2000
BlackRock 1993 - 1999
FINRA 1987 - 1993
Education
Drexel University 1992 — 1994
Masters of Science, Finance
Penn State University 1982 — 1986
Bachelor of Science, Finance/Accounting
Girard Partners, Ltd 2011 - Present
Abacus Wealth Partners 2007 - 2011
Camelot Investment Advisers, LTD 2002 - 2007
PNC Financial Services Group 2000 - 2002
ING Funds 1999 - 2000
BlackRock 1993 - 1999
FINRA 1987 - 1993
Education
Drexel University 1992 — 1994
Masters of Science, Finance
Penn State University 1982 — 1986
Bachelor of Science, Finance/Accounting
James MacCune's ING Funds Experience May 1998 - January 2001
Job VP Sales Administration at DST Systems
Industry Financial Services
Experience
DST Systems May 2005 - Present
Mercantile Bank February 2002 - February 2004
ING Funds May 1998 - January 2001
Lazard Asset Management October 1995 - May 1998
Furman Selz March 1988 - October 1996
Skills
Finance, Retirement, Team Leadership, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Strategic Planning, Relationship Management, Series 63, Customer Service, Project Management, Investments, 401k, Business Analysis, CRM, Call Centers, Investment Management, Portfolio Management, Risk Management, Securities, Series 6, Series 7, Asset Management, Equities, Alternative Investments, Wealth Management, Management
Education
Northeastern University
DST Systems May 2005 - Present
Mercantile Bank February 2002 - February 2004
ING Funds May 1998 - January 2001
Lazard Asset Management October 1995 - May 1998
Furman Selz March 1988 - October 1996
Skills
Finance, Retirement, Team Leadership, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Strategic Planning, Relationship Management, Series 63, Customer Service, Project Management, Investments, 401k, Business Analysis, CRM, Call Centers, Investment Management, Portfolio Management, Risk Management, Securities, Series 6, Series 7, Asset Management, Equities, Alternative Investments, Wealth Management, Management
Education
Northeastern University
Kaydee Powers-Gyrisco's ING Funds Experience October 2008 - December 2011
Job Associate Security Analyst at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
Nancy Feilbach's ING Funds Experience September 2007 - December 2009
Job Internal Recruiter at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
Kim Halligan's ING Funds Experience November 2002 - February 2005
Job Assistant Vice President, Corporate Client Services Project Manager
Industry Financial Services
Experience
Wilmington Trust August 2005 - Present
Courtesy Chevrolet February 2005 - August 2005
ING Funds November 2002 - February 2005
Skills
Asset Managment, Auditing, Banking, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Services, Internal Audit, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Risk Management, Securities, Asset Management, Retirement Planning, Vendor Management, Sales
Education
Park University 1998 — 2001
Bachelor of Arts in Business Administration, Marketing
Wilmington Trust August 2005 - Present
Courtesy Chevrolet February 2005 - August 2005
ING Funds November 2002 - February 2005
Skills
Asset Managment, Auditing, Banking, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Services, Internal Audit, Investments, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement, Risk Management, Securities, Asset Management, Retirement Planning, Vendor Management, Sales
Education
Park University 1998 — 2001
Bachelor of Arts in Business Administration, Marketing
Dan Halligan's ING Funds Experience July 2002 - April 2010
Job Looking for employment in Kansas City
Industry Information Technology and Services
Experience
ING Funds July 2002 - April 2010
Lathrop & Gage LLP 2010 - 2010
Beam Industries 1996 - 2001
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA
Iowa State University - College of Business 2000 — 2002
BS, Management of Information Systems
ING Funds July 2002 - April 2010
Lathrop & Gage LLP 2010 - 2010
Beam Industries 1996 - 2001
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA
Iowa State University - College of Business 2000 — 2002
BS, Management of Information Systems
Michelle Khoury's ING Funds Experience March 2005 - March 2011
Job Operations Manager at ING Funds
Industry Financial Services
Experience
Voya Investment Management March 2011 - Present
ING Funds March 2005 - March 2011
ING Investment Management 2005 - 2010
ING Funds 2000 - March 2005
Skills
Mutual Funds, Process Improvement, Institutional, FINRA, Management, Investment Management, Financial Reporting, Project Management
Education
University of Arizona 1979 — 1985
BS, Business Administration
Voya Investment Management March 2011 - Present
ING Funds March 2005 - March 2011
ING Investment Management 2005 - 2010
ING Funds 2000 - March 2005
Skills
Mutual Funds, Process Improvement, Institutional, FINRA, Management, Investment Management, Financial Reporting, Project Management
Education
University of Arizona 1979 — 1985
BS, Business Administration
Rob Terris's ING Funds Experience June 2003 - June 2006
Job Senior Vice President, Head of Mutual Fund Operations
Industry Financial Services
Experience
Voya Investment Management 2006 - Present
ING Funds June 2003 - June 2006
ING Funds February 2001 - June 2003
Pilgrim Funds July 1999 - November 2000
DST Technologies May 1994 - July 1999
Fifth Third Bank January 1993 - May 1994
Skills
Mutual Funds, Series 63, CRM, Series 7, Financial Services, Alternative Investments, Management, Portfolio Management, Securities
Education
Bowling Green State University 1988 — 1992
BA, Business Administration
St. Xavier High School 1984 — 1988
Voya Investment Management 2006 - Present
ING Funds June 2003 - June 2006
ING Funds February 2001 - June 2003
Pilgrim Funds July 1999 - November 2000
DST Technologies May 1994 - July 1999
Fifth Third Bank January 1993 - May 1994
Skills
Mutual Funds, Series 63, CRM, Series 7, Financial Services, Alternative Investments, Management, Portfolio Management, Securities
Education
Bowling Green State University 1988 — 1992
BA, Business Administration
St. Xavier High School 1984 — 1988
Joelle McEnaney's ING Funds Experience Unit ManagerDST SystemsNovember 1998 - September 2007
Job Operations Supervisor at ING Funds
Industry Financial Services
Experience
ING Funds Unit ManagerDST SystemsNovember 1998 - September 2007
Education
Rockhurst University 1997 — 1999
ING Funds Unit ManagerDST SystemsNovember 1998 - September 2007
Education
Rockhurst University 1997 — 1999
Pete N Balcer's ING Funds Experience January 2002 - December 2007
Job Owner Balciniak Investments
Industry Financial Services
Experience
Balciniak Investments March 2013 - Present
Agua Del Sol LLC May 2011 - Present
ING Investment Management December 2007 - February 2011
ING Funds January 2002 - December 2007
Skills
Mutual Funds, Asset Allocation, Management, Financial Services, Investments, Asset Management, Accounting, Retirement Planning, Investment Strategies, Portfolio Management, Relationship Management
Education
Ferris State University 1989 — 1991
Assoc, Business
Balciniak Investments March 2013 - Present
Agua Del Sol LLC May 2011 - Present
ING Investment Management December 2007 - February 2011
ING Funds January 2002 - December 2007
Skills
Mutual Funds, Asset Allocation, Management, Financial Services, Investments, Asset Management, Accounting, Retirement Planning, Investment Strategies, Portfolio Management, Relationship Management
Education
Ferris State University 1989 — 1991
Assoc, Business
John Aguilar's ING Funds Experience 2007 - September 2008
Job Senior Vice President, Head of Intermediary Marketing at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2014 - Present
ING U.S. Investment Management March 2010 - May 2014
ING U.S. Investment Management August 2008 - March 2010
ING Funds 2007 - September 2008
ING U.S. July 2004 - January 2007
Nationwide Financial - Nationwide Retirement Solutions January 2003 - July 2004
Nationwide Financial - Nationwide Global January 2001 - December 2003
Nationwide Financial - Nationwide Global April 2000 - January 2001
Skills
Asset Management, Alternative Investments, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Services, Series 63, Investment Management, Equities, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Strategies, Management, Marketing, Retirement Planning, Hedge Funds, Relationship Management, Risk Management, Finance, Investment Advisory
Education
Thunderbird School of Global Management 1996 — 1997
Master of Business Administration (M.B.A.)
University of Arizona 1988 — 1992
Bachelor's Degree, Economics and Political Science
Voya Investment Management May 2014 - Present
ING U.S. Investment Management March 2010 - May 2014
ING U.S. Investment Management August 2008 - March 2010
ING Funds 2007 - September 2008
ING U.S. July 2004 - January 2007
Nationwide Financial - Nationwide Retirement Solutions January 2003 - July 2004
Nationwide Financial - Nationwide Global January 2001 - December 2003
Nationwide Financial - Nationwide Global April 2000 - January 2001
Skills
Asset Management, Alternative Investments, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Services, Series 63, Investment Management, Equities, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Strategies, Management, Marketing, Retirement Planning, Hedge Funds, Relationship Management, Risk Management, Finance, Investment Advisory
Education
Thunderbird School of Global Management 1996 — 1997
Master of Business Administration (M.B.A.)
University of Arizona 1988 — 1992
Bachelor's Degree, Economics and Political Science
Sheng Alice Wang, CIMA®'s ING Funds Experience November 2009 - December 2010
Job National Accounts Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia July 2015 - Present
Voya Investment Management September 2012 - November 2014
Voya Investment Management January 2011 - September 2012
ING Funds November 2009 - December 2010
ING Funds March 2009 - November 2009
ING Annuities April 2008 - March 2009
National City Bank February 2006 - April 2008
Ameriprise Financial August 2004 - January 2006
Carnegie Mellon University May 2002 - August 2004
Skills
CRM, Mutual Funds, Investments, Asset Managment, Series 7, Series 66, Variable Annuities, Life Insurance, 529 Plans, Project Management, Business Development, National Accounts, Sales, CIMA, REIT, Languages, Finance, Asset Management
Education
Carnegie Mellon University 1998 — 2002
BA, Spanish
Carnegie Mellon University 1998 — 2002
BA, German
University of Pennsylvania - The Wharton School 2012 — 2012
Executive Education, CIMA
Matthews Asia July 2015 - Present
Voya Investment Management September 2012 - November 2014
Voya Investment Management January 2011 - September 2012
ING Funds November 2009 - December 2010
ING Funds March 2009 - November 2009
ING Annuities April 2008 - March 2009
National City Bank February 2006 - April 2008
Ameriprise Financial August 2004 - January 2006
Carnegie Mellon University May 2002 - August 2004
Skills
CRM, Mutual Funds, Investments, Asset Managment, Series 7, Series 66, Variable Annuities, Life Insurance, 529 Plans, Project Management, Business Development, National Accounts, Sales, CIMA, REIT, Languages, Finance, Asset Management
Education
Carnegie Mellon University 1998 — 2002
BA, Spanish
Carnegie Mellon University 1998 — 2002
BA, German
University of Pennsylvania - The Wharton School 2012 — 2012
Executive Education, CIMA
Daniel Ester's ING Funds Experience October 2005 - Present
Job President and CEO at Coolidge Condos HOA
Industry Nonprofit Organization Management
Experience
Coolidge Condos HOA November 2008 - Present
ING Funds October 2005 - Present
Super Shuttle June 2003 - July 2005
Education
Pennsylvania State University-Erie Campus 1992 — 1998
Mathematics, Software Development
Coolidge Condos HOA November 2008 - Present
ING Funds October 2005 - Present
Super Shuttle June 2003 - July 2005
Education
Pennsylvania State University-Erie Campus 1992 — 1998
Mathematics, Software Development
Jed Williams's ING Funds Experience November 2002 - October 2003
Job Director of Information Systems and Technology at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors March 2006 - Present
ING Funds November 2002 - October 2003
ING Funds July 2000 - November 2002
Skills
Data Warehousing, Business Analysis, Asset Management, Mutual Funds, Data Analysis, SQL, Project Management, Visio, Process Improvement
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 1999
BSBA, Finance
Wasatch Advisors March 2006 - Present
ING Funds November 2002 - October 2003
ING Funds July 2000 - November 2002
Skills
Data Warehousing, Business Analysis, Asset Management, Mutual Funds, Data Analysis, SQL, Project Management, Visio, Process Improvement
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 1999
BSBA, Finance
Yovanna Febles's ING Funds Experience March 2005 - November 2006
Job at Wooddale Village Retirement Center
Industry Hospital & Health Care
Experience
Wooddale Village Retirement Center December 2009 - Present
Kronos Optimal Health November 2006 - December 2008
ING Funds March 2005 - November 2006
McKesson February 2000 - March 2005
Education
Montclair State University 1982 — 1986
B.S., Accounting
Wooddale Village Retirement Center December 2009 - Present
Kronos Optimal Health November 2006 - December 2008
ING Funds March 2005 - November 2006
McKesson February 2000 - March 2005
Education
Montclair State University 1982 — 1986
B.S., Accounting
Bill Broda's ING Funds Experience April 2006 - September 2012
Job STRATEGIC RELATIONSHIPS / BUSINESS DEVELOPMENT
Industry Financial Services
Experience
SEEKING NEXT OPPORTUNITY BUSINESS DEVELOPMENT STRATEGIC RELATIONSHIPS INVESTMENTS January 2013 - Present
ING Funds April 2006 - September 2012
Skills
Portfolio Management, Strategic Financial..., Account Management, Strategic Planning, Asset Allocation, Product Development, Separately Managed..., Investment Management, Financial Services, Series 65, Investment Strategies, Investment Advisory, Variable Annuities, Key Account..., Strategic Partner..., Business Development, Alternative Investments, Asset Management, Financial Planning, Equities, Management, Mutual Funds, Investments, Series 7
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, Graduate School
Kenyon College
BA, Business/Managerial Economics
Middlesex School
SEEKING NEXT OPPORTUNITY BUSINESS DEVELOPMENT STRATEGIC RELATIONSHIPS INVESTMENTS January 2013 - Present
ING Funds April 2006 - September 2012
Skills
Portfolio Management, Strategic Financial..., Account Management, Strategic Planning, Asset Allocation, Product Development, Separately Managed..., Investment Management, Financial Services, Series 65, Investment Strategies, Investment Advisory, Variable Annuities, Key Account..., Strategic Partner..., Business Development, Alternative Investments, Asset Management, Financial Planning, Equities, Management, Mutual Funds, Investments, Series 7
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, Graduate School
Kenyon College
BA, Business/Managerial Economics
Middlesex School
Jordan Benmeir's ING Funds Experience April 2008 - August 2011
Job Senior Legal & Compliance Analyst at IA American Life Insurance Company
Industry Insurance
Experience
IA American Life Insurance Company August 2011 - Present
ING Funds April 2008 - August 2011
Mayer Brown January 2008 - March 2008
Steptoe & Johnson PLLC March 2007 - December 2007
ING Funds October 2005 - March 2007
Mayer Brown April 2002 - August 2005
Skills
Insurance, Insurance Law, Legal Compliance, Westlaw, Securities Regulation, Privacy Law, Corporate Governance, Legal Research, Legal Writing, Litigation Support, Securities, Lexis, Document Review, Litigation, Licensing, Corporate Law, Fixed Annuities, Life Insurance, Legal Assistance, Document Drafting, Pleadings, Legal Documents, Civil Litigation, HIPAA, Paralegals, Legal Issues, Commercial Litigation, Depositions
Education
University of San Diego 1998 — 1998
Graduate Certificate, Paralegal Studies
Arizona State University 1993 — 1995
BA, English; Sociology
IA American Life Insurance Company August 2011 - Present
ING Funds April 2008 - August 2011
Mayer Brown January 2008 - March 2008
Steptoe & Johnson PLLC March 2007 - December 2007
ING Funds October 2005 - March 2007
Mayer Brown April 2002 - August 2005
Skills
Insurance, Insurance Law, Legal Compliance, Westlaw, Securities Regulation, Privacy Law, Corporate Governance, Legal Research, Legal Writing, Litigation Support, Securities, Lexis, Document Review, Litigation, Licensing, Corporate Law, Fixed Annuities, Life Insurance, Legal Assistance, Document Drafting, Pleadings, Legal Documents, Civil Litigation, HIPAA, Paralegals, Legal Issues, Commercial Litigation, Depositions
Education
University of San Diego 1998 — 1998
Graduate Certificate, Paralegal Studies
Arizona State University 1993 — 1995
BA, English; Sociology
Theodore Shively's ING Funds Experience April 2007 - May 2009
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James & Associates May 2014 - Present
Raymond James & Associates, Inc May 2011 - May 2014
Raymond James & Associates, Inc December 2009 - May 2011
ING Funds April 2007 - May 2009
Skills
Sales, Management, Investments, Customer Service, Securities, Retirement Planning, Finance, Marketing, Team Building, Marketing Strategy
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), International Business
Michigan State University 2002 — 2006
Finance, Finance, Accounting, Economics
Raymond James & Associates May 2014 - Present
Raymond James & Associates, Inc May 2011 - May 2014
Raymond James & Associates, Inc December 2009 - May 2011
ING Funds April 2007 - May 2009
Skills
Sales, Management, Investments, Customer Service, Securities, Retirement Planning, Finance, Marketing, Team Building, Marketing Strategy
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), International Business
Michigan State University 2002 — 2006
Finance, Finance, Accounting, Economics
Susanna Woodward's ING Funds Experience Legal Compliance AnalystFranklin Resources, Inc.1994 - 1997
Job PACE Data Warehouse Project Manager at ING Funds
Industry Financial Services
Experience
ING Funds Legal Compliance AnalystFranklin Resources, Inc.1994 - 1997
Education
Arizona State University 1989 — 1994
B.S. Finance
Chaparral 1981 — 1985
ING Funds Legal Compliance AnalystFranklin Resources, Inc.1994 - 1997
Education
Arizona State University 1989 — 1994
B.S. Finance
Chaparral 1981 — 1985
John Stanziani's ING Funds Experience April 2000 - January 2001
Job Senior Manager Financial Reporting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
JPS Enterprises, LLC February 2009 - Present
Aurora Bank FSB February 2010 - July 2010
ING July 2005 - February 2009
ING May 2003 - July 2005
ING January 2001 - May 2003
ING Funds April 2000 - January 2001
PNC Financial Services Group April 1998 - April 2000
First Data Corporation March 1997 - April 1998
Fund Plan Services, Inc. May 1995 - March 1997
Education
University of Phoenix 2000 — 2001
MBA, Finance
Philadelphia University 1990 — 1995
Bachelor of Science, Accounting
Archbishop Kennedy 1986 — 1990
Diploma, Business
BNY Mellon July 2010 - Present
JPS Enterprises, LLC February 2009 - Present
Aurora Bank FSB February 2010 - July 2010
ING July 2005 - February 2009
ING May 2003 - July 2005
ING January 2001 - May 2003
ING Funds April 2000 - January 2001
PNC Financial Services Group April 1998 - April 2000
First Data Corporation March 1997 - April 1998
Fund Plan Services, Inc. May 1995 - March 1997
Education
University of Phoenix 2000 — 2001
MBA, Finance
Philadelphia University 1990 — 1995
Bachelor of Science, Accounting
Archbishop Kennedy 1986 — 1990
Diploma, Business
Dawn Busby's ING Funds Experience June 2006 - September 2013
Job Accountant, available for parttime or temporary work after midOctober
Industry Financial Services
Experience
First Scottsdale Bank December 2014 - Present
Retired September 2013 - Present
ING Funds June 2006 - September 2013
ICW Group December 1985 - January 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Outlook, Microsoft Excel, Business Process..., Process Improvement, Business Analysis, Statutory Accounting, Consolidation, Financial Modeling, Financial Systems..., Statutory Reporting, Premium Taxes, Documentation, Regulatory Reporting, Staff Supervision, Staff Training, Software Training, Microsoft Office, Software Documentation, Hands-on Training, General Ledger, Finance, Accounts Payable, Financial Statements, US GAAP, GAAP, Management, Financial Accounting, Fixed Assets, Data Analysis, Analysis, Budgets, IFRS, Strategic Financial..., PeopleSoft Financial, Microsoft Word, Platinum, Crystal Reports, Technical Writing, Account Reconciliation, Variance Analysis, Managerial Finance
Education
California State University-Fullerton 1972 — 1975
BA, Linguistics
American Institute For Chartered Property Casualty Underwriters
AIAF, Associate in Insurance Accounting and Finance
American Institute For Chartered Property Casualty Underwriters
Program in General Insurance
American Institute For Chartered Property Casualty Underwriters
AAM, Associate in Automation Management
First Scottsdale Bank December 2014 - Present
Retired September 2013 - Present
ING Funds June 2006 - September 2013
ICW Group December 1985 - January 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Outlook, Microsoft Excel, Business Process..., Process Improvement, Business Analysis, Statutory Accounting, Consolidation, Financial Modeling, Financial Systems..., Statutory Reporting, Premium Taxes, Documentation, Regulatory Reporting, Staff Supervision, Staff Training, Software Training, Microsoft Office, Software Documentation, Hands-on Training, General Ledger, Finance, Accounts Payable, Financial Statements, US GAAP, GAAP, Management, Financial Accounting, Fixed Assets, Data Analysis, Analysis, Budgets, IFRS, Strategic Financial..., PeopleSoft Financial, Microsoft Word, Platinum, Crystal Reports, Technical Writing, Account Reconciliation, Variance Analysis, Managerial Finance
Education
California State University-Fullerton 1972 — 1975
BA, Linguistics
American Institute For Chartered Property Casualty Underwriters
AIAF, Associate in Insurance Accounting and Finance
American Institute For Chartered Property Casualty Underwriters
Program in General Insurance
American Institute For Chartered Property Casualty Underwriters
AAM, Associate in Automation Management
Octavio Ceja Jr.'s ING Funds Experience December 2008 - July 2009
Job Mutual Fund Accountant at ING Funds
Industry Financial Services
Experience
ING Funds December 2008 - July 2009
Education
Arizona State University - W. P. Carey School of Business 2005 — 2008
Post Bacc, Accountancy
Arizona State University - W. P. Carey School of Business 2000 — 2002
B.S., Global Business/Financial Management
ING Funds December 2008 - July 2009
Education
Arizona State University - W. P. Carey School of Business 2005 — 2008
Post Bacc, Accountancy
Arizona State University - W. P. Carey School of Business 2000 — 2002
B.S., Global Business/Financial Management
Chris Cutrer's ING Funds Experience December 2000 - August 2001
Job Regional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial December 2003 - Present
Guardian Life September 2001 - November 2003
ING Funds December 2000 - August 2001
ING Funds September 1999 - November 2000
Van Kampen Investments August 1998 - August 1999
Skills
Long-term Care, Term Life Insurance, Long Term Care Insurance, Sales, Insurance, Underwriting, Mutual Funds, Universal Life, Life Insurance, Disability Insurance, Series 6, Health Insurance, Fixed Annuities, Series 63, Retirement Planning
Education
Texas State University 1993 — 2008
Bachelor's Degree
Genworth Financial December 2003 - Present
Guardian Life September 2001 - November 2003
ING Funds December 2000 - August 2001
ING Funds September 1999 - November 2000
Van Kampen Investments August 1998 - August 1999
Skills
Long-term Care, Term Life Insurance, Long Term Care Insurance, Sales, Insurance, Underwriting, Mutual Funds, Universal Life, Life Insurance, Disability Insurance, Series 6, Health Insurance, Fixed Annuities, Series 63, Retirement Planning
Education
Texas State University 1993 — 2008
Bachelor's Degree
Justin Halberg's ING Funds Experience June 2009 - February 2010
Job Assistant Vice President, Golub Capital
Industry Financial Services
Experience
Golub Capital March 2013 - Present
CIT July 2010 - March 2013
Cleary Gottlieb Steen & Hamilton LLP April 2010 - September 2010
ING Funds June 2009 - February 2010
Skills
Analysis, Microsoft Excel, Accounting, System Administration, Project Management, Time Management, Mergers & Acquisitions, Financial Analysis, Management, Financial Modeling
Education
Arizona State University 2005 — 2009
B.S. Finance, Finance
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Golub Capital March 2013 - Present
CIT July 2010 - March 2013
Cleary Gottlieb Steen & Hamilton LLP April 2010 - September 2010
ING Funds June 2009 - February 2010
Skills
Analysis, Microsoft Excel, Accounting, System Administration, Project Management, Time Management, Mergers & Acquisitions, Financial Analysis, Management, Financial Modeling
Education
Arizona State University 2005 — 2009
B.S. Finance, Finance
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Anthony Nolasco's ING Funds Experience October 2005 - Present
Job Sr Financial Analyst at ING Funds
Industry Financial Services
Experience
ING Funds October 2005 - Present
Storage Today October 2004 - October 2005
Computer Sciences Corporation May 2003 - October 2004
U-Haul International, Inc. October 1997 - September 2002
Education
Arizona State University 1999 — 2003
Bachelor's, Global Business/Financial Management
ING Funds October 2005 - Present
Storage Today October 2004 - October 2005
Computer Sciences Corporation May 2003 - October 2004
U-Haul International, Inc. October 1997 - September 2002
Education
Arizona State University 1999 — 2003
Bachelor's, Global Business/Financial Management
Kelsey Hollenback's ING Funds Experience June 2009 - September 2010
Job Senior Employee Health & Benefits Consulting Analyst at Mercer
Industry Insurance
Experience
Mercer October 2013 - Present
Strunk Insurance Group September 2010 - October 2013
ING Funds June 2009 - September 2010
ING Funds June 2008 - August 2008
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Risk Management, Forecasting, Sales, Data Analysis, Access, Insurance, Microsoft Excel, Outlook, Financial Reporting, Finance, Employee Benefits
Education
University of Arizona 2005 — 2009
Accounting
Mercer October 2013 - Present
Strunk Insurance Group September 2010 - October 2013
ING Funds June 2009 - September 2010
ING Funds June 2008 - August 2008
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Risk Management, Forecasting, Sales, Data Analysis, Access, Insurance, Microsoft Excel, Outlook, Financial Reporting, Finance, Employee Benefits
Education
University of Arizona 2005 — 2009
Accounting
Sarah Gallifant, CPA's ING Funds Experience June 2011 - April 2013
Job Senior Revenue Accountant at Eventbrite
Industry Internet
Experience
Eventbrite April 2015 - Present
Spirit Realty Capital October 2013 - Present
ING April 2013 - Present
ING Funds June 2011 - April 2013
ING Funds June 2010 - August 2010
AmpliMed Corporation September 2008 - June 2010
Skills
Financial Analysis, Accounting, SEC filings, GAAP, US GAAP, Financial Reporting, Financial Statements, Mutual Funds, Financial Audits
Education
University of Arizona, Eller College of Management 2010 — 2011
MAcc, Accounting
University of Arizona, Eller College of Management 2006 — 2010
Eventbrite April 2015 - Present
Spirit Realty Capital October 2013 - Present
ING April 2013 - Present
ING Funds June 2011 - April 2013
ING Funds June 2010 - August 2010
AmpliMed Corporation September 2008 - June 2010
Skills
Financial Analysis, Accounting, SEC filings, GAAP, US GAAP, Financial Reporting, Financial Statements, Mutual Funds, Financial Audits
Education
University of Arizona, Eller College of Management 2010 — 2011
MAcc, Accounting
University of Arizona, Eller College of Management 2006 — 2010
Robert Sher, CPA, MBA's ING Funds Experience June 2004 - May 2006
Job VP Finance at Wilmington Trust
Industry Banking
Experience
Wilmington Trust May 2006 - Present
ING Funds June 2004 - May 2006
National Advisory 2000 - 2006
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Risk Management, Internal Controls, Accounting, Financial Services, Banking, Finance, Due Diligence, Investments, Asset Management, Portfolio Management, Credit, Financial Risk, Process Improvement
Education
Drexel University 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems
Temple University - Fox School of Business and Management 1982 — 1987
Bachelor of Business Administration, Accounting
Wilmington Trust May 2006 - Present
ING Funds June 2004 - May 2006
National Advisory 2000 - 2006
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Risk Management, Internal Controls, Accounting, Financial Services, Banking, Finance, Due Diligence, Investments, Asset Management, Portfolio Management, Credit, Financial Risk, Process Improvement
Education
Drexel University 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems
Temple University - Fox School of Business and Management 1982 — 1987
Bachelor of Business Administration, Accounting
Troy Kingsford's ING Funds Experience September 2010 - August 2012
Job Controller at Spear Education
Industry Real Estate
Experience
Spear Education May 2015 - Present
Thermo Fluids Inc June 2012 - May 2015
ING Funds September 2010 - August 2012
SunCor Development February 2005 - September 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Planning, Budgets, Management, Process Improvement, Leadership, Forecasting, Auditing
Education
Brigham Young University
Master's Degree, Accounting
Spear Education May 2015 - Present
Thermo Fluids Inc June 2012 - May 2015
ING Funds September 2010 - August 2012
SunCor Development February 2005 - September 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Planning, Budgets, Management, Process Improvement, Leadership, Forecasting, Auditing
Education
Brigham Young University
Master's Degree, Accounting
Philip J. Weech, CPA's ING Funds Experience 2010 - 2010
Job Controller at PracticeMax, Inc.
Industry Accounting
Experience
PracticeMax, Inc. January 2015 - Present
Ulthera, Inc (Merz) March 2014 - December 2014
Sprouts Farmers Market June 2012 - March 2014
Honeywell International May 2011 - June 2012
Moss Adams LLP January 2011 - April 2011
ING Funds 2010 - 2010
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, SAP, Auditing, Microsoft Excel, Essbase, Access, Forecasting, Microsoft Office, Process Improvement, GAAP, Accounts Payable, Variance Analysis, Account Reconciliation, Analysis, Budgets, Payroll, Fixed Assets, Financial Statements, Sarbanes-Oxley Act, Finance, US GAAP, General Ledger, Journal Entries, Bookkeeping, Tax Research, SAP R/3, Accruals, Customer Service, CPA, Cost Accounting
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelors of Science, Accountancy
UCLA 2012 — 2012
Accounting
LSU 2011 — 2011
Accounting
Eastern Arizona College 2008 — 2009
Associate of Business, Business Administration and Management, General
PracticeMax, Inc. January 2015 - Present
Ulthera, Inc (Merz) March 2014 - December 2014
Sprouts Farmers Market June 2012 - March 2014
Honeywell International May 2011 - June 2012
Moss Adams LLP January 2011 - April 2011
ING Funds 2010 - 2010
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, SAP, Auditing, Microsoft Excel, Essbase, Access, Forecasting, Microsoft Office, Process Improvement, GAAP, Accounts Payable, Variance Analysis, Account Reconciliation, Analysis, Budgets, Payroll, Fixed Assets, Financial Statements, Sarbanes-Oxley Act, Finance, US GAAP, General Ledger, Journal Entries, Bookkeeping, Tax Research, SAP R/3, Accruals, Customer Service, CPA, Cost Accounting
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelors of Science, Accountancy
UCLA 2012 — 2012
Accounting
LSU 2011 — 2011
Accounting
Eastern Arizona College 2008 — 2009
Associate of Business, Business Administration and Management, General
Brian Chavez's ING Funds Experience January 2011 - May 2011
Job XBRL Financial Services Account Lead at RR Donnelley
Industry Accounting
Experience
RR Donnelley November 2013 - Present
RR Donnelley August 2012 - Present
Arizona Department of Transportation June 2011 - May 2012
ING Funds January 2011 - May 2011
Wells Fargo December 2009 - January 2011
Skills
Accounting, Financial Accounting, XBRL, SEC filings, US GAAP, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Masters, Accountancy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelors, Accountancy
RR Donnelley November 2013 - Present
RR Donnelley August 2012 - Present
Arizona Department of Transportation June 2011 - May 2012
ING Funds January 2011 - May 2011
Wells Fargo December 2009 - January 2011
Skills
Accounting, Financial Accounting, XBRL, SEC filings, US GAAP, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Masters, Accountancy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelors, Accountancy
Dexter Mumar's ING Funds Experience August 1999 - October 2009
Job Associate Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC December 2010 - Present
ING Funds August 1999 - October 2009
Transamerica Capital June 1998 - August 1999
Allianz Global Investors May 1997 - May 1998
Education
Chapman University
BS, Multi Cultural Communications
BIC Group, LLC December 2010 - Present
ING Funds August 1999 - October 2009
Transamerica Capital June 1998 - August 1999
Allianz Global Investors May 1997 - May 1998
Education
Chapman University
BS, Multi Cultural Communications
Laura Atayde's ING Funds Experience September 2012 - April 2014
Job Supervisor Fund Analysis and Reporting
Industry Financial Services
Experience
Voya Investment Management April 2014 - Present
ING Funds September 2012 - April 2014
ING Funds October 2010 - August 2012
ING Funds December 2008 - October 2010
The CPAs of Yuma January 2007 - December 2008
Cronstrom, Osuch & Co. PC January 2006 - October 2006
Education
Arizona State University
Accounting
Voya Investment Management April 2014 - Present
ING Funds September 2012 - April 2014
ING Funds October 2010 - August 2012
ING Funds December 2008 - October 2010
The CPAs of Yuma January 2007 - December 2008
Cronstrom, Osuch & Co. PC January 2006 - October 2006
Education
Arizona State University
Accounting
Melissa Strilecki's ING Funds Experience November 2004 - March 2006
Job Fixed Income Data Specialist at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management September 2012 - February 2014
Booz Allen Hamilton September 2011 - June 2012
PNC September 2008 - June 2011
T. Rowe Price August 2007 - September 2008
T. Rowe Price April 2006 - August 2007
ING Funds November 2004 - March 2006
Systems Integration Specialists October 2002 - November 2004
Skills
Writing, Editing, Financial Analysis, Financial Management, Investments, Hedge Funds, Financial Reporting, Budgeting, Mutual Funds, Fixed Income, Finance, Financial Modeling, Financial Services, Valuation, Strategic Planning, Analysis
Education
San Jose State University 2013 — 2017
Master's degree, Library and Information Science
University of Baltimore 2007 — 2010
B.A, English
Arizona State University 2001 — 2003
B.S, Finance
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management September 2012 - February 2014
Booz Allen Hamilton September 2011 - June 2012
PNC September 2008 - June 2011
T. Rowe Price August 2007 - September 2008
T. Rowe Price April 2006 - August 2007
ING Funds November 2004 - March 2006
Systems Integration Specialists October 2002 - November 2004
Skills
Writing, Editing, Financial Analysis, Financial Management, Investments, Hedge Funds, Financial Reporting, Budgeting, Mutual Funds, Fixed Income, Finance, Financial Modeling, Financial Services, Valuation, Strategic Planning, Analysis
Education
San Jose State University 2013 — 2017
Master's degree, Library and Information Science
University of Baltimore 2007 — 2010
B.A, English
Arizona State University 2001 — 2003
B.S, Finance
Harvey Ang's ING Funds Experience February 2004 - January 2005
Job MBA Graduate
Industry Financial Services
Experience
TD February 2012 - Present
Saks Fifth Avenue OFF5TH November 2010 - September 2011
Niagara University 2008 - 2011
ING Funds February 2004 - January 2005
Zouk Club February 2002 - January 2005
Skills
Management, Marketing, Analysis, Training, Budgets, Merchandising, Sales, Data Analysis, Financial Modeling, Finance, Coaching, Customer Service, Teamwork, Pricing, Accounts Payable, Purchasing, Market Analysis, Valuation, Leadership, Strategy
Education
Niagara University 2010 — 2011
MBA, Managerial Finance
Niagara University 2008 — 2010
B.Sc Bachelor's Degree, Business Administration & Human Resource
TD February 2012 - Present
Saks Fifth Avenue OFF5TH November 2010 - September 2011
Niagara University 2008 - 2011
ING Funds February 2004 - January 2005
Zouk Club February 2002 - January 2005
Skills
Management, Marketing, Analysis, Training, Budgets, Merchandising, Sales, Data Analysis, Financial Modeling, Finance, Coaching, Customer Service, Teamwork, Pricing, Accounts Payable, Purchasing, Market Analysis, Valuation, Leadership, Strategy
Education
Niagara University 2010 — 2011
MBA, Managerial Finance
Niagara University 2008 — 2010
B.Sc Bachelor's Degree, Business Administration & Human Resource
Daryl G. Regenauer's ING Funds Experience June 1999 - May 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Ben Wheatley's ING Funds Experience 2006 - 2006
Job Dean of Students at Tucson School of Dental Assisting
Industry Higher Education
Experience
American Institute of Dental Assisting, LLC 2012 - Present
University of Phoenix November 2008 - February 2014
Steele Larson Advisors 2007 - 2008
ING Funds 2006 - 2006
Skills
Investments, Student Financial Aid, Strategic Financial..., Portfolio Management, Estate Planning, Financial Advisory, Financial Analysis, Retirement Planning, Financial Planners, Insurance, Investment Advisory, Strategic Planning, Asset Managment, Process Improvement
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Brigham Young University - Idaho 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Mount Royal College 2001 — 2003
Associate's degree, Business/Commerce, General, 3.8
American Institute of Dental Assisting, LLC 2012 - Present
University of Phoenix November 2008 - February 2014
Steele Larson Advisors 2007 - 2008
ING Funds 2006 - 2006
Skills
Investments, Student Financial Aid, Strategic Financial..., Portfolio Management, Estate Planning, Financial Advisory, Financial Analysis, Retirement Planning, Financial Planners, Insurance, Investment Advisory, Strategic Planning, Asset Managment, Process Improvement
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Brigham Young University - Idaho 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Mount Royal College 2001 — 2003
Associate's degree, Business/Commerce, General, 3.8
Ann McGarry's ING Funds Experience January 2007 - January 2009
Job Accounting Manager at Universal Technical Institute
Industry Higher Education
Experience
Universal Technical Institute January 2010 - Present
ING Funds January 2007 - January 2009
COMSYS September 2005 - January 2007
AM Best July 2001 - June 2005
Textron Inc August 1984 - January 1999
Skills
CPA
Education
University of Rhode Island - College of Business Administration 1979 — 1982
Master of Science (MS), Accounting
Montclair State University 1968 — 1972
Bachelor of Arts (B.A.), Spanish/education
Universal Technical Institute January 2010 - Present
ING Funds January 2007 - January 2009
COMSYS September 2005 - January 2007
AM Best July 2001 - June 2005
Textron Inc August 1984 - January 1999
Skills
CPA
Education
University of Rhode Island - College of Business Administration 1979 — 1982
Master of Science (MS), Accounting
Montclair State University 1968 — 1972
Bachelor of Arts (B.A.), Spanish/education
Lisa Sauer's ING Funds Experience May 2005 - Present
Job Senior Paralegal at Voya Financial
Industry Financial Services
Experience
ING Funds May 2005 - Present
Pacific Life December 1993 - August 2004
Skills
Financial Services, Compliance, Customer Service, Regulatory Filings, Mutual Funds
Education
L.O.M.A. 1986 — 1994
Associate's degree, Compliance
Cypress College 1978 — 1980
Associate of Arts (AA), Political Science and Government
ING Funds May 2005 - Present
Pacific Life December 1993 - August 2004
Skills
Financial Services, Compliance, Customer Service, Regulatory Filings, Mutual Funds
Education
L.O.M.A. 1986 — 1994
Associate's degree, Compliance
Cypress College 1978 — 1980
Associate of Arts (AA), Political Science and Government