ING Investment Management
Industry: Asset management company
DescriptionNN Investment Partners is a Netherlands-based asset manager. Headquartered in The Hague, the company is an active manager for institutional and individual investors around the world. Parent organization: NN Group Headquarters: The Hague, Netherlands Founded: 1997
ING Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ING Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ING Investment Management Salaries. You can even request information on how much does ING Investment Management pay if you want to. Learn about salaries, pros and cons of working for ING Investment Management directly from the past employees.
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ING Investment Management Employees
IO August 2015 - Present
Capilano Properties March 2015 - August 2015
DTZ August 2014 - February 2015
Alpha Kappa Psi - Professional Business Fraternity April 2013 - May 2014
ING Investment Management June 2013 - August 2013
ING Investment Management June 2012 - August 2012
Freeport-McMoRan Copper & Gold Inc. June 2011 - August 2011
Education
University of Arizona, Eller College of Management 2010 — 2014
BSBA
The Laura Ingraham Show January 2015 - Present
The Laura Ingraham Show May 2014 - January 2015
University of Alabama May 2011 - May 2014
WME Productions September 2013 - March 2014
University of Alabama November 2012 - January 2014
Matrix Law Firm September 2013 - December 2013
Pi Kappa Alpha November 2011 - November 2013
ING Investment Management June 2013 - August 2013
The University of Alabama November 2011 - November 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Facebook, Social Networking, Event Planning, Teamwork, Time Management, Data Analysis, Access, Matlab, Photoshop, Customer Service, InDesign, Public Relations, Marketing, Team Leadership, Press Releases, Editing, AP Style
Education
University of Alabama 2010 — 2014
UnitedHealth Group June 2015 - Present
UnitedHealth Group June 2013 - June 2015
ESPN May 2013 - June 2013
ESPN January 2013 - May 2013
ING Investment Management November 2011 - January 2013
muchomasqueunregalo.com January 2011 - April 2011
Syms/Filene’s Basement January 2010 - December 2010
Dunkin Donuts December 2007 - January 2010
Skills
SQL, HTML, jmp9, Microsoft Office, InfraEnterprise, Active Directory, Dreamweaver, VBA, Audit Command Language, Microsoft Project, SharePoint, Visio, Windows XP, SDLC, Requirements Analysis, Business Analysis
Education
The University of Connecticut 2008 — 2013
Bachelor's Degree of Science, Management Information Systems
Universitat Pompeu Fabra 2011 — 2011
CIEE Business and Culture
Blossom Hill Foundation 2013 - Present
ING Investment Management 2002 - 2005
Tyndall Investment Management New Zealand January 2000 - August 2002
Sustainable Business Solutions September 1997 - January 2000
Nomura Asset Management September 1996 - 1997
Education
Graduate Diploma - Financial Management 1988 — 1989
The Australian National University 1978 — 1981
Bachelor Degree in Economics and Asian Languages, Micro/ Macro Economics, Indonesian and Arabic
Miami-based Private Equity and Wealth Advisory Group July 2013 - Present
Rivera Capital Partners February 2012 - Present
MARS Capital Group, S.A. February 2011 - January 2012
Merrill Lynch Bank (Suisse) November 2009 - April 2011
Bank Sarasin January 2008 - May 2009
Julius Baer November 2006 - November 2007
ING Investment Management October 2003 - November 2006
Monte de la Republica January 2001 - November 2003
Morgan Stanley Investment Management 1997 - 2000
Morgan Stanley December 1995 - June 1997
Skills
Raising Venture Capital, Startup Consulting, Private Equity Funding, Private Banking, Wealth Management, Trading, Latin America, Mutual Funds, Due Diligence, Funding, Start-ups, Private Equity, Emerging Markets, Portfolio Management, Venture Capital, Asset Management, Alternative Assets, Equities, Asset Allocation, Investments, Management, Asset Managment, New Business Development, Investment Properties, Alternative Investments, Derivatives, Finance, Corporate Finance, Fixed Income, Negotiation, Economics, Financial Services, Hedge Funds, Investment Banking, Start-up
Education
Universidad Nacional Autonoma de Mexico 1980 — 1985
Law
Universite Sorbonne Paris IV 1983 — 1984
Diplome, Francais
United World College of the Atlantic 1978 — 1980
I.B., Economics, Politics, History
SunTrust October 2014 - Present
Buckhead Imports Performance August 2012 - Present
SunTrust Robinson Humphrey July 2006 - 2014
Builders Insurance Group March 2003 - July 2006
Association County Commissioners of Georgia March 2000 - March 2003
ING Investment Management August 1999 - March 2000
Skills
Performing month end..., Preparing financials..., Account Reconciliation, Variance Analysis, Investments
Education
The University of Tennessee at Chattanooga 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Morgan Stanley January 2015 - Present
Morgan Stanley May 2010 - Present
Trace Financial November 2006 - May 2010
RBS 2008 - 2010
RBS Global Banking & Markets 2008 - 2010
ING Investment Management 2007 - 2008
INGIM 2007 - 2008
Skills
Java, Software Engineering, Unix Shell Scripting, Lean Software..., Kanban, Scrum, Python, Agile Methodologies, Node.js, Certified Scrum Master..., Core Java, Software Development, Derivatives, Multithreading, Spring, SOA, Unix, XML, Linux, C++, JUnit, Eclipse, SQL, Design Patterns, Android, Sybase, Integration, Messaging, Hibernate, SWIFT payments, Trading Systems, SWIFT messaging, JDBC, Enterprise Architecture, Low Latency, Equity Derivatives, Fixed Income, Interest Rate..., C, Spring Framework
Education
The University of Glasgow 2001 — 2006
Masters of Research (M.Res), Bioinformatics, Medical Biochemistry
Cranbrook Grammar School 1999 — 2001
A Levels: Chemistry, Physics, Biology
U.S. Trust September 2015 - Present
J.P. Morgan April 2013 - September 2015
ING Investment Management June 2011 - April 2013
Mutual of America Capital Management Corporation April 2008 - June 2011
Lincoln Financial Distributors January 2007 - April 2008
Temple University Hospital May 2006 - January 2007
AXA Advisors December 2004 - May 2006
Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management
Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance
Cheltenham High School
Summit Midstream Partners, LLC 2009 - 2014
ING Investment Management 2005 - 2009
ING 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Ernst & Young LLP 1997 - 2000
Skills
Accounting, Finance, Due Diligence, Mergers, Leadership, Management, SEC filings, IPO, Financial Reporting, Process Improvement, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Business Strategy, Mergers & Acquisitions, Business Process..., Strategic Planning, Business Development, Policy, GAAP, Auditing, Risk Management, Insurance, IFRS, Capital Markets, Tax, Investor Relations, Private Equity, Big 4, Strategic Financial..., Budgets, External Audit, Internal Audit, US GAAP, SEC, Asset Managment, Financial Risk, Financial Audits, Financial Modeling, Financial Services, Investments, Managerial Finance, Consolidation, Investment Management, Assurance, Revenue Recognition, Forecasting, Energy, Sarbanes-Oxley, SEC Filings
Education
University of Alabama 1993 — 1997
BS
EWM, LLC May 2015 - Present
EWM August 2011 - May 2015
Retirement EDU (entrepreneurial venture) November 2008 - February 2011
The Hartford Insurance Company April 2008 - November 2008
ING Investment Management May 2007 - September 2007
Skills
Bloomberg, Equities, Financial Modeling, Risk Management, Fixed Income, Valuation, Asset Managment, Financial Analysis, Portfolio Management, Data Analysis, Investments, Hedge Funds, Mutual Funds, Equity Research, Banking, Asset Management, Analysis, Securities, Wealth Management, Alternative Investments, Finance, Leadership, Microsoft Office, Microsoft Excel, Marketing, Social Media, Management, Customer Service, PowerPoint, Project Management, Public Speaking, Market Research
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science, Finance
The University of Connecticut School of Business 2003 — 2007
Bachelor of Applied Science (BASc), Finance
Self-employed January 2009 - Present
Gordmans July 2013 - February 2014
Best Buy April 2007 - January 2011
Books A Million January 2007 - May 2007
ING Investment Management November 1999 - June 2005
Skills
Microsoft Office, STAR, Quality Auditing, Digital Photography, Portrait Photography, Lightroom, Photoshop, Photography, Image Editing, Adobe Creative Suite, Facebook, WordPress, Studio Lighting, Portraits, Image Manipulation, Digital Imaging, Photos, Commercial Photography, Advertising, Graphic Design, Social Media, Customer Service, Microsoft Word, Microsoft Excel, Social Networking
Education
Strayer University (VA) 2008 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Des Lacs Burlington
Generals, Human Resources Management and Services
Nova Wealth Management Group February 2013 - Present
LCG Associates January 2003 - February 2013
ING Investment Management July 1999 - May 2002
Skills
Administrative Office..., Organization, Multi Tasking, Data Analysis, Information Gathering, Data Distribution, PowerPoint, Microsoft Excel, Outlook, Problem Solving, Pay Close Attention to..., Outstanding time..., Efficiency, Superior Work Ethic, Client Service Oriented, Fixed Income, Financial Analysis, Asset Managment, Asset Management, Business Analysis
Education
University of Georgia - Terry College of Business 2013 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of South Florida 1996 — 1998
B.S., Finance
University of Florida 1994 — 1995
Acuity Brands Lighting Analista FinancieroAlcatel-LucentJanuary 2011 - December 2011
ING Investment Management July 2010 - October 2010
Skills
Estrategia empresarial, Análisis financiero, Elaboración de modelos..., Finanzas corporativas, Liderazgo de equipos, Microsoft Excel, Microsoft Office, Negociación, Planificación..., Project Management, Pronósticos, Trabajo en equipo
Education
Tecnológico de Monterrey
Lic. Adm. Financiera
Medcor September 2015 - Present
Union Pacific Railroad July 2014 - July 2015
Union Pacific Railroad July 2014 - July 2015
The University of Kansas August 2011 - May 2014
ING Investment Management June 2013 - August 2013
Navistar Inc June 2011 - August 2012
Pizza Hut November 2008 - December 2010
Skills
Interpersonal..., Financial Analysis, Emotional Intelligence, Critical Thinking, Crisis Management, Conflict Management, Staff Supervision, Computer Proficiency, Customer Service, Cost Management, Conflict Resolution, Leadership, Microsoft Excel, Public Speaking, Sales, Social Media, Time Management
Education
The University of Kansas 2011 — 2014
Bachelor of Science (BS), Business Management and Leadership
The University of Kansas
BS Business Management and Leadership, Business Management
Hartford Investment Management January 2013 - Present
The Hartford January 2012 - January 2013
The Hartford August 2010 - January 2012
NER Investments LLC January 2007 - December 2011
The Hartford November 2009 - August 2010
The Hartford August 2008 - November 2009
ING Investment Management May 2003 - August 2008
ING Investment Management July 2002 - May 2003
Skills
Financial Reporting, Portfolio Management, Insurance, Umbrella, Budgeting, Expense Management, TM1, Expenses, Project Finance, Financial Analysis, Financial Planning, Corporate Finance, Product Development, Product Management, Product Strategy, Essbase, Word, Hyperion Planning, Excel, PowerPoint, Workforce Planning, Cost Analysis, Forecasting, Business Analysis, Financial Modeling, Analysis, Business Objects, Access, SAS, Hyperion Enterprise, Financial Management, Data Analysis, Investments, Strategic Planning, Business Intelligence, PeopleSoft, Problem Solving, Vendor Management, Hyperion, Team Building, Asset Management, Analytics, Outlook, Planning, Negotiation, Program Management, Cross-functional Team..., Personal Financial..., Contract Negotiation, Underwriting
Education
University of Connecticut 1998 — 2002
Bachelers, Finance
Janus Capital Group June 2011 - Present
ING Investment Management March 2006 - June 2011
Wells Real Estate Funds January 2002 - February 2006
Skills
Derivatives, Series 7, Private Equity, Portfolio Management, Series 63
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
The Citadel 1994 — 1998
BA, Political Science
Rite Aid October 2004 - Present
ING Investment Management September 2000 - April 2004
Skills
Computer Repair, Computer Hardware, Troubleshooting, XP, Windows 7, A Certified, Computer Maintenance, Hardware, Help Desk Support, Laptops, Printers, Software Installation, Windows Vista, Windows XP
Education
Temple University
ING Investment Management September 2013 - Present
Wells Real Estate Funds September 2012 - September 2013
Wells Real Estate Funds May 2011 - September 2012
Wells Real Estate Funds February 2008 - May 2011
Valdosta State University May 2005 - December 2007
Skills
Excel, ARGUS, Microsoft Office, Financial Modeling, Due Diligence, Financial Forecasting, Commercial Real Estate, International Real..., Problem Solving, Alternative Investments, Investor Relations, Capital Budgeting, Valuation, Lease Negotiations, Variance Analysis, CoStar, Underwriting, Market Research, Microsoft Excel, Real Estate, Disposition, Finance, Strategy, Acquisitions, Financial Analysis, Asset Managment, Argus Modeling, Investments, Management, Budgets, Asset Management, Real Estate Economics, Investment Properties, Portfolio Management, Corporate Real Estate, Leases
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
Valdosta State University 2003 — 2007
BBA, Marketing
Valdosta State University 2003 — 2007
BBA, Finance
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
The Bancorp November 2013 - Present
ExpertPlan September 2012 - April 2013
ING Investment Management April 2008 - December 2011
Prudential Financial February 2005 - April 2008
PLANCO Hartford April 2003 - February 2005
Education
Texas Tech University 1992 — 1997
Bachelor of Business Administration (BBA), International Business
Goldman Sachs July 2013 - Present
ING Investment Management June 2012 - August 2012
Skills
Confluence, Microsoft Excel, PowerPoint, QuickBooks, Visio, Microsoft Office, Mutual Funds, Microsoft Word
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Finance, Junior
Notre Dame College Preparatory 2005 — 2009
High School
Time Inc. October 2014 - Present
Time Inc. October 2013 - Present
GfK Custom Research North America July 2013 - October 2013
GfK Custom Research North America July 2011 - July 2013
ING Investment Management June 2010 - August 2010
Central New Jersey Maternal and Child Health Consortium June 2009 - August 2009
National Alliance on Mental Illness of Mercer County June 2009 - August 2009
New Jersey Pediatric Council on Research and Education December 2007 - December 2008
Education
Union College 2007 — 2011
BS, Psychology
CENTURY 21 Classic Homes 2007 - Present
ING Investment Management December 2000 - December 2001
Aetna May 1984 - November 2000
Skills
First Time Home Buyers, Buyer Representation, Single Family Homes, REO, Sellers, Investment Properties, Real Estate, Condos, Foreclosures, Relocation, Listings, ABR, Referrals, Residential Homes, Investors, Selling, FHA, Property Management, Real Estate Transactions, New Home Sales, Townhomes, SFR
Education
Trinity College-Hartford 1976 — 1978
BS, Psychology
Hartford College for Women 1974 — 1976
Associate of Arts (AA), Psychology
Prudential Financial July 2009 - Present
ING Investment Management May 2005 - July 2009
Skills
Financial Analysis, Forecasting, Bloomberg, Mutual Funds, Portfolio Management, Investments, Fixed Income, Asset Management, Financial Modeling, Financial Reporting, Data Analysis, Bloomberg Terminal, Asset Managment, Access, Capital Markets, Equities, Finance, Databases, Financial Forecasting, Microsoft Excel, Microsoft Access, Morningstar Direct, Factset, 401k, Stable Value, Analysis
Education
University of Connecticut 2006 — 2009
Master of Business Administration, Finance
University of Connecticut 2001 — 2006
Bachelor of Science, Finance
Standard Life Investments April 2012 - Present
Citadel Asset Management November 2010 - November 2011
ING Investment Management February 2001 - November 2010
Cowen & Company May 1994 - October 2000
SEI 1988 - 1994
Skills
New Business Development, Consultant Relations..., Sales and Product..., Asset Management, Institutional, Product Development, Pensions, Capital Markets, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Series 7, Asset Managment, Structured Products, Investments, Equities, Derivatives, Relationship Management, Asset Allocation, Investment Management, Portfolio Management, Mutual Funds, Strategy, Institutional..., Investment Advisory, Securities, Bonds, Fund Of Funds, Leadership
Education
Syracuse University 1981 — 1985
B.A, Maxwell School of Citizenship and Public Affairs
Roslyn High School 1977 — 1981
High School
Last Job @ GE July 2009 - Present
GE Capital March 2008 - June 2009
GE Capital March 2008 - June 2009
ING Investments September 2007 - March 2008
ING Investment Management September 2007 - March 2008
Washington Mutual Corporation February 2007 - August 2007
Spherion May 2005 - August 2006
Vanguard Group October 2004 - March 2005
University of Alabama America September 2001 - October 2004
Summit Bank/Fleet Boston Financial Corporation April 1997 - July 2001
Skills
Portfolio Management, Trading Systems, Financial Reporting
Education
University of New Haven 2007 — 2009
MBA, Accounting
University of New Haven 2007 — 2009
Master, Business Administration; Accounting
University of Alabama 2001 — 2004
BS, Finance
University of Alabama 2001 — 2004
Bachelor of Science, Commerce & Business Administration; Finance and Banking
10-15 Associates March 2010 - Present
ING Investment Management August 2008 - February 2010
Skills
Retirement Planning, Series 7, Portfolio Management, Wealth Management, Investments, Retirement, Securities, Estate Planning, Asset Managment, Series 63, Financial Services, Asset Management
Education
State University of New York College at Oswego 2006 — 2008
Bachelor of Science, Marketing, Economics
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
EMPOWER Retirement February 2015 - Present
Merrill Lynch February 2013 - February 2015
ING Investment Management May 2010 - March 2012
Pioneer Investments March 2012 - 2012
MetLife September 2008 - May 2010
Digital Federal Credit Union April 2007 - July 2008
Skills
Mutual Funds, Finance, Internal Audit, Series 7, Financial Services, Loans, Wealth Management, Series 63, Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Investment Strategies
Education
Universidade Católica de Pernambuco 1994 — 1999
Business Administration, Finances, Economics
Stifel Financial Corp. April 2013 - Present
Stifel Financial Corp. May 2012 - April 2013
Credit Agricole Corporate & Investment Bank July 2010 - May 2012
ING Investment Management May 2008 - August 2008
Skills
Financial Modeling, Leveraged Finance, Valuation, Credit Analysis, Comparable Analysis, Liquidity Analysis, DCF Valuation, Multiples, Enterprise Valuation, LBO, Equity Valuation, IPO, Corporate Finance
Education
University of Connecticut 2005 — 2009
BA, Economics
Cheshire High School 2001 — 2005
Great Bay Wealth Management LLC January 2014 - Present
ING Investment Management January 2011 - July 2013
Dreyfus April 1997 - January 2010
Skills
Financial Advisory, Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Asset Management, Securities, Separately Managed..., Wealth Management, Fixed Income, Equities, Sales, Hedge Funds
Education
The University of Texas at Austin 1976 — 1978
BA, Government
University of Oklahoma 1973 — 1975
Political Science
Banchile September 2013 - Present
ING Investment Management May 2008 - July 2011
Santander Asset Management May 2007 - April 2008
Santander Asset Management August 2006 - May 2007
Banco Central de Chile September 2003 - January 2006
Skills
Acciones
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA Candidate 2013
Universidad de Chile 2002 — 2003
Magíster en economía
Universidad de Chile 1997 — 2002
Ingeniero Civil Industrial
Legg Mason 2012 - Present
ING Investment Management 2008 - March 2012
Morgan Stanley Smith Barney 2005 - 2008
Skills
Mutual Funds, Investment Advisory, Retirement, 401k
Education
The University of Connecticut
HFM Wealth Management January 2010 - Present
ING Investment Management April 2008 - October 2009
4uDoctor April 2007 - April 2008
Quiros Auto Sales, LLC. January 2005 - April 2007
Hartford Financial Management, Inc. January 2001 - December 2004
Education
University of Connecticut 2001 — 2004
MBA, Finance / Marketing
University of Vermont 1995 — 1999
B.A., Economics
Hall High School
UTC Research Center January 2011 - September 2011
Sikorsky Aircraft April 2010 - December 2010
Pratt & Whitney July 2009 - March 2010
ING Investment Management May 2008 - August 2008
ProCaire June 2007 - January 2008
The Hartford June 2006 - August 2006
Skills
SharePoint, Databases, Project Management, Requirements Analysis, Visio, MS Project, Process Improvement, Business Analysis, SDLC, Integration, Data Analysis, Business Process..., Aerospace, Business Process, IT Management
Education
The University of Connecticut 2010 — 2014
MBA, IT, Management
The University of Connecticut School of Business 2005 — 2009
of Bachelors of Science in the School, Management Information Systems
Voya Financial April 2014 - Present
ING 2010 - April 2014
ING Investment Management 2009 - 2010
ING Investment Management 2006 - 2009
ING Institutional Markets 1999 - 2006
Mutual Life of Canada 1995 - 1999
Education
University of Waterloo 1990 — 1995
BMath, Math, Actuarial Science, Statistics
Université Laval 1992 — 1993
Actuariat
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management September 2011 - December 2013
Putnam Investments July 2008 - September 2011
UBS Investment Bank June 2007 - August 2007
ING Investment Management May 2006 - August 2006
Skills
Accounting, Analysis, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Valuation, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Management, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2004 — 2008
B.S., Finance, Mathematics Minor
Diesslin & Associates December 2011 - Present
Stadtler Capital Management February 2011 - May 2011
Fidelity Investments May 2010 - August 2010
ING Investment Management May 2008 - August 2008
ING Investment Management June 2006 - August 2007
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Bloomberg, Financial Analysis
Education
Texas Christian University 2007 — 2011
BBA, Finance and Marketing
Thomson Reuters August 2013 - Present
Thomson Reuters August 2011 - August 2013
Thomson Reuters August 2010 - August 2011
Thomson Reuters June 2009 - August 2010
GE Capital August 2007 - February 2009
GE Capital July 2005 - August 2007
ING Investment Management June 2004 - May 2005
Leonard Engineering, Inc. March 2003 - May 2005
UConn School of Business 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Accounting
The University of Connecticut School of Business 2001 — 2005
BS in Business Administration, Management Information Systems
Principle Solutions Group March 2011 - Present
Bank Of America June 2005 - February 2011
ING Investment Management April 1994 - June 2005
Lazard Asset Management March 1990 - April 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Process Improvement, Mutual Funds, Analysis, Performance Measurement, Six Sigma, Management, Securities, Bloomberg, Wealth Management, Investment Management, Accounting, Back Office, Program Management, Business Process..., Leadership, Banking, Equities, Business Analysis, Financial Services
Education
State University of New York - System 1985 — 1986
Bachelor of Science (B.S.), Production Operations Management
University of Dayton 1982 — 1984
General
Scarsdale High School 1978 — 1982
Diploma
Teacher Retirement System of Texas July 2010 - Present
ING Investment Management May 2009 - June 2010
State Street 2002 - 2009
American General Investment Management 1996 - 2002
Education
Texas A&M University
GE Asset Management October 2000 - Present
ING Investment Management May 1994 - September 2000
Mercer Investment Consulting January 1990 - May 1994
Skills
Portfolio Management, Investments, Pensions, Asset Management, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Mutual Funds, Equities, Valuation, Corporate Finance, Financial Analysis, Investment Strategies, Investment Management, Financial Markets
Education
Université Laval 1984 — 1989
BBA, Finance
Cegep Francois-Xavier Garneau 1982 — 1984
DEC, Science
Petit Seminaire de Quebec 1977 — 1982
DES, High School
ING Investment Management March 2012 - Present
ING Investment Management March 2010 - March 2012
ING Investment Management March 2005 - March 2010
ING Investment Management September 2002 - March 2005
SunTrust Bank September 2000 - September 2002
Skills
Credit Analysis, Fixed Income, Bonds, Investment Management, Asset Managment, Capital Markets
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Economics & Finance
Intercontinental Exchange October 2014 - Present
Aflac March 2013 - October 2014
Advanced Global Partners September 2012 - March 2013
ING Investment Management 2008 - May 2012
ING Investment Management 2006 - 2008
ING Investment Management June 2003 - 2006
SulAmerica ING 2002 - June 2003
ING Investment Management 1999 - 2002
ING Bank NV 1997 - 1999
Skills
Risk Management, Risk, Enterprise Risk..., Investments, Asset Management, Emerging Markets, Latin America, Latin American Business, Latin American markets, Pension Funds, Pensions, Investment Companies, Institutional Investors, Engineering, Industrial Engineering, Asset Allocation, Investment Policy, Team Management, Team Leadership, Financial Risk..., Counterparty Risk, ISDA negotiations, Master Agreements, Staff Development, Leadership Development, ISDA, Financial Risk, Asset Managment, Derivatives, Equities, Credit Derivatives, Financial Markets, Capital Markets, Fixed Income, Bonds, Mutual Funds, Mergers & Acquisitions, Trading, ALM, Hedging, Due Diligence, Liquidity Risk
Education
Universidade de São Paulo 2000 — 2002
MSc, Mathematical Finance
Escola Politécnica da Universidade de São Paulo 1994 — 1998
BA, Industrial Engineering
Colegio Rio Branco 1982 — 1992
Elementary; High School
U.S. Bancorp Asset Management, Inc. June 2012 - Present
U.S. Bancorp Asset Management, Inc. December 2010 - August 2012
AgriBank, FCB June 2010 - December 2010
ING Investment Management January 1999 - January 2009
ING Investment Management 1996 - January 1999
Education
University of St. Thomas - Opus College of Business
MBA, Finance
St. Cloud State University
B.S., Finance
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Santander Bank, N.A. October 2014 - Present
SANTANDER GLOBAL BANKING AND MARKETS April 2011 - Present
Banco Cooperativo Español January 2008 - April 2011
GE Commercial Finance December 2005 - January 2008
Citigroup September 2002 - December 2004
Citigroup March 2002 - September 2002
ING Investment Management February 2001 - March 2002
ING National Nederlanden January 2000 - February 2001
Skills
Banking, Credit, Asset Management, Factoring, Cash Management, Sales Management
Education
Universidad de Alcalá 2011 — 2013
Master's degree, Banca y servicios financieros, 7,5
Universidad Autónoma de Madrid 1995 — 2002
Graduate, LAW
Universidad Autónoma de Madrid
Licenciatura, Derecho
Eze Software Group September 2013 - Present
UnitedHealth Group January 2012 - September 2013
ING Investment Management June 2010 - August 2010
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Data Analysis, Communication Written, Oral Communications, Customer Service, Organizational Structure, Microsoft Office, Detail Orientation, Self Starter, Bilingual, Bloomberg, Risk Analysis, Access, iAvenue, Analysis, Strategic Planning, Auditing, Account Reconciliation, CRM, Finance, Microsoft Excel
Education
The University of Connecticut 2006 — 2011
Bachelor of Arts (B.A.), Economics
PropSwap July 2015 - Present
Bloomberg LP August 2013 - June 2015
Bloomberg LP February 2013 - August 2013
Bloomberg LP April 2012 - February 2013
ING Investment Management May 2011 - August 2011
Eller Global Business Program May 2010 - August 2010
TJM Investments May 2009 - August 2009
Skills
Equities, Finance, Accounting, Bloomberg, Marketing Strategy, CFA Level 2 Candidate
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration
Eller Global Business Cohort in Nanjing, China 2010 — 2010
International Business, Finance
Hartford Steam Boiler July 2015 - Present
UL September 2014 - July 2015
The Hartford February 2013 - September 2014
iTech Solutions April 2012 - January 2013
ING Investment Management August 2011 - April 2012
Travelers Companies August 2009 - October 2011
United Technologies Corporation May 2008 - May 2009
Skills
MS Project, SharePoint, Project Management, Resource Management, Project Delivery, Microsoft Office, SAP, Waterfall, Budgets, Project Planning, Program Management, Business Analysis, Business Process..., Process Improvement, Clarity, Software Project..., SDLC, MIS, Budget Management, Project Coordination, Ariba, Scope Management, DMAIC, Microsoft Project, Management, Vendor Management, Leadership, Risk Management, Falcon, Iterative Design, HPM, IT Service Delivery, IT Transformation, PMO, Cross-functional Team..., Visio, Scrum, Agile Project Management, Agile Application..., Microsoft Team...
Education
University of Hartford 2012 — 2014
MBA
University of Connecticut 2005 — 2009
BA
Credit Suisse December 2014 - Present
Lord & Taylor September 2013 - December 2014
JPMorgan Chase November 2011 - September 2013
ING Investment Management June 2011 - November 2011
Skills
Outlook, Recruiting, Human Resources, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, PeopleSoft, Financial Analysis, Leadership, Social Networking, Data Analysis, Time Management, College Recruiting
Education
University of Massachusetts, Amherst 2007 — 2011
BA Psychology, Major- Psychology/Minor- Education
Universidad Pablo de Olavide 2010 — 2010
Half Hollow Hills High School West 2004 — 2007
Verizon Telematics, Inc. June 2012 - Present
InterContinental Hotels Group January 2012 - June 2012
MarketSource March 2011 - January 2012
SunTrust Bank April 2010 - January 2011
AT&T Wireless December 2007 - January 2010
AT&T Wireless December 2007 - January 2009
ING Investment Management January 2007 - December 2007
Aelera September 2006 - January 2007
Aelera September 2006 - January 2007
Cingular Wireless January 2006 - September 2006
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Integration, SharePoint, CRM, Software Documentation, ERP, Testing, Visio, Business Requirements, Change Management, Business Process..., PMO, Data Warehousing, IT Management, User Acceptance Testing, Analysis, SQL, Oracle, Requirements Gathering, Business Systems..., Agile & Waterfall...
Education
Texas A&M University
Bachelor, Business Administration / Accounting
Texas A&M University
VCBC July 2013 - Present
Workforce Logics on Assignment for Google August 2012 - August 2013
The Ultimate Companies, Inc. November 2004 - December 2005
ING Investment Management September 2001 - November 2004
Skills
Sales, Event Planning, Hospitality, Microsoft Word, Microsoft Excel, Travel Planning, Executive Calendar..., General Office..., Expense Reports, Editing, Social Media, iPhone, Mac, Teaching, Community Outreach, Continuous Improvement, Coordinate Meetings, Microsoft Office, Public Relations, Strategic Planning, Advertising, Customer Service, PowerPoint, Budgets, Management, Business Strategy
Education
Three Rivers Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Marketing
UNIBAN Anhanguera 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Gallatin Capital LLC October 2009 - Present
Altima Advisors Americas LP July 2006 - May 2009
ING Investment Management November 2003 - July 2006
Madison Capital Management November 2001 - May 2003
Firepond July 2000 - June 2001
Robertson Stephens 1998 - 2000
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts (B.A.), Economics
Insurance Office of America 2012 - Present
Citi November 2012 - November 2014
ING Investment Management November 2007 - June 2012
Aerotek June 2009 - March 2011
All About Staffing Network March 2004 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Banking
Education
Southern Illinois University, Carbondale 2006 — 2007
Bachelor's Degree, Workforce Development and Training
Criterion December 2014 - Present
GE August 2013 - Present
GE June 2011 - August 2013
Student Affairs Information Technology August 2008 - May 2011
ING Investment Management June 2010 - August 2010
Skills
Troubleshooting, Networking, Finance, Software Development, Malware Analysis, SQL, Project Management, Windows, HTML, Microsoft Office, Microsoft Excel, Data Analysis, SAS, Java, OS X, IT Management, Agile Project Management, Microsoft SQL Server, Lean IT, Equities, Software Documentation, Integration, Analysis, JSON, jQuery, Scrum, IT Strategy, MySQL, PHP, Information Systems, Management, Linux, Six Sigma, SDLC, Process Improvement, Business Analysis, Databases, .NET, Testing
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems
CBRE December 2014 - Present
Protiviti July 2013 - December 2014
ING Investment Management May 2011 - December 2011
Skills
Analysis, Investments, Commercial Real Estate, Financial Analysis, Competitive Analysis, Risk Management, Leadership, Business Process..., Sales, Management, Mutual Funds, Product Development, Real Estate, Leases, Visio
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, Entrepreneurship
Hale Ray
ALPS Holdings, Inc. January 2014 - Present
BlackBox Logic, LLC (a Braddock Financial company) April 2011 - August 2013
Braddock Financial Corp. April 2002 - April 2011
Great-West Life February 1997 - April 2002
ING Investment Management July 1993 - February 1997
Tick Data Inc 1989 - 1993
Apache Corporation 1987 - 1989
Martin Marietta Data Systems 1985 - 1987
Skills
Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Valuation, Investments, Investment Strategies, Structured Finance, Trading, Options, Alternative Investments, Asset Allocation, Financial Modeling, Capital Markets, Bloomberg, MBS, Structuring, Financial Analysis, Quantitative Analysis, Hedging, Risk Management, Derivatives, Due Diligence, Credit Analysis, Structured Products, Credit Risk, Financial Markets, Credit Derivatives, Bonds, DCF, Securitization, Fixed Income Products, Asset Managment, Financial Structuring, Finance, Private Equity, Strategy, Investment Management, Securities, Financial Services, Mutual Funds, Equities, Corporate Finance, Emerging Markets, Series 7, Investment Banking, Investment Advisory, Credit, Leveraged Finance, Trading Strategies
Education
University of Denver - Daniels College of Business 1986 — 1989
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1981 — 1986
B.S. Business Administration, Management Information Systems
Voya Investment Management March 2014 - Present
ING Investment Management July 2010 - March 2014
Hartford Life International 2007 - 2009
Hartford Life 2007 - 2009
HIMCO 1994 - 2007
Skills
Finance, Strategy, Investments, Management, Derivatives, Portfolio Management, Business Development, Bloomberg, Strategic Financial..., Financial Analysis, Forecasting, Mutual Funds, Project Management, Financial Advisory, Financial Services
Education
The University of Connecticut School of Business
BS, Finance
University of Hartford
MBA
Raymond James December 2011 - Present
ING Investment Management February 2011 - December 2011
ING May 2008 - February 2011
ING 2007 - 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
MetLife Real Estate Investors March 2014 - Present
Situs May 2013 - March 2014
ING Investment Management May 2012 - August 2012
Compass Real Estate Investment Group June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Real Estate
GE Capital September 2013 - Present
GE September 2011 - September 2013
General Electric July 2009 - September 2011
GE Security June 2008 - August 2008
ING Investment Management December 2007 - March 2008
Skills
Strategic Partnerships, Strategic Financial..., Financial Risk, Relationship Management, Sales Management, Leveraged Lending, Sales Operations, Sales Presentations, Manage Client..., Investments, Client Relations Skills, Leveraged Finance, Leveraging Strategic..., Financial Modeling, Treasury, Corporate Finance, Financial Audits, Financial Analysis, Deal Execution, Deal Closure, Due Diligence
Education
The University of Connecticut School of Business 2005 — 2009
BS, Finance
Highbridge Principal Strategies September 2012 - Present
Lazard Freres & Co. January 2011 - August 2012
Tufts University August 2006 - January 2011
FBR June 2010 - August 2010
Mazzone & Associates February 2010 - May 2010
ING Investment Management June 2009 - August 2009
Education
Tufts University 2006 — 2010
BA, Economics
The Westminster Schools 1999 — 2006
High School Diploma
United Technologies April 2012 - Present
United Technologies April 2011 - March 2012
United Technologies July 2009 - June 2011
Otis Elevator Company January 2008 - June 2009
Sikorsky Aircraft June 2008 - August 2008
ING Investment Management September 2007 - January 2008
Skills
Microsoft Office, SAP, Hyperion HFM, Bloomberg Software, JD Edwards, Corporate Tax, Strategic Financial..., Variance Analysis, Internal Controls, Finance, Accounting, Analysis, Financial Planning, Leadership, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Strategy and Leadership
The University of Connecticut 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Triton Pacific Capital Partners 2014 - Present
Wilkinson Capital / Arque Capital, Ltd. October 2011 - August 2013
Hartman Real Estate 2008 - 2011
Bluerock Real Estate, LLC 2006 - 2007
Rochdale Investment Management 2005 - 2006
ING Investment Management 1998 - 2001
Skills
Series 7, Investments, Alternative Investments, Series 63, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Retirement Planning, Financial Advisory, Fixed Annuities, Asset Managment, Wealth Management, Selling, FINRA, Series 65, Series 6, Private Placements, Financial Services, IRAs, Retirement, Investment Management, Series 24, 401k, ETFs, Relationship Management, Wealth Management..., Variable Annuities, Wealth, 401k Rollovers, Uniform Combined State..., Hedge Funds, Separately Managed..., Strategic Financial..., Equities, Estate Planning, Life Insurance, Fixed Income, Bonds, Financial Planners, Private Equity, Institutional..., Insurance, Funding, Trading, Sales, Financial Planning, Asset Management
Education
The University of Texas at Austin
Architecture
Texas State University
BBA, Finance
University of Miami
Architecture
CAIA Candidate
Grosse Pointe
BasisCode Compliance LLC July 2011 - Present
TCP Global Investment Management LLC July 2009 - May 2011
ING Investment Management May 2000 - March 2009
ING Investment Management March 2004 - May 2006
ING Investment Management January 2002 - March 2004
ING Investment Management March 2000 - January 2002
MetLife March 1993 - March 2000
Skills
ASSET MANAGEMENT..., Asset Management, Investment Operations, IT Management, Strategic Planning, Portfolio Management, Compliance, Mergers, Asset Managment, Investment Management, Information Technology, Investments, Securities, Fixed Income, Financial Markets, Trading Systems, Financial Risk, Capital Markets, Bloomberg, Vendor Management, Market Data, Strategy, Bonds, Leadership, Trading, Derivatives, Financial Services, Electronic Trading, Hedge Funds, Equities, Back Office, Outsourcing, Alternative Investments, Middle Office, Mergers & Acquisitions
Education
The University of Georgia 2004 — 2006
MBA
University of Georgia - Terry College of Business 2004 — 2006
MBA
Ashbury College 1987 — 1992
ING Investment Management March 2007 - Present
Intel Corporation July 2006 - March 2007
Space Test Program, Space Flight Acquisition Division 2002 - 2004
Military Strategic Tactical and Relay (MILSTAR) Satellite Program 2000 - 2002
Global Broadcast Service (GBS) Satellite Program 1998 - 2000
Skills
Analysis, Financial Analysis, Financial Modeling, Integration, Managerial Finance, Portfolio Management, Management, Valuation, Asset Management, Investments
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
United States Air Force Academy 1994 — 1998
B.S., Management
LACERA November 2011 - May 2015
San Francisco Employees' Retirement Association 2001 - October 2011
Independent Consultant 2000 - 2001
ING Investment Management 1997 - 2000
Skills
Portfolio Management, Business Management, Investment Operations, Private Equity, Start-ups, Investments, Asset Allocation, Trading, Fixed Income, Venture Capital, Asset Management, Investment Strategies, Management, Equities, Alternative Investments, Investment Management, Finance, Budgets, Pensions, Mutual Funds, Retirement
Education
University of Florida - Warrington College of Business Administration 1975 — 1979
BS, Finance
Backing Independent Growth July 2001 - Present
ING Investment Management 1999 - 2001
ING Nederland 1998 - 2000
Skills
Personal Development, Life Coaching, Coaching, Executive Coaching, Emotional Intelligence, Stress Management, Leadership Development, NLP, Psychology, Career Counseling, Career Development, Time Management, Psychotherapy, Organizational..., Mental Health, Training, Entrepreneurship, Small Business, Workshop Facilitation, Teaching, Management Development, Staff Development, Self-esteem, Business Coaching, Lifestyle Coaching, Motivational Speaking, Public Speaking, ADHD Coaching, ADHD
Education
Tilburg University 1997 — 1998
ABD, Linguistics
University of Amsterdam 1995 — 1997
M.A., Philosophy of Linguistics and Cognitive Sciences
Utrecht University 1994 — 1995
Linguistics
University of Massachusetts, Amherst 1991 — 1994
B.A., Linguistics and Philosophy
The Evergreen State College 1990 — 1991
Newton North High School 1986 — 1989
ING Investment Management January 2011 - Present
RR Donnelley Global Real Estate Services October 2005 - December 2010
Education
The University of Georgia 2001 — 2005
University of Georgia - Terry College of Business 2001 — 2005
BA, Real Estate
Xsellense September 2006 - Present
ING Investment Management May 2006 - September 2006
Pulte Homes Incorporated June 2005 - September 2005
Education
University of Connecticut 2003 — 2007
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey December 2012 - Present
ING Investment Management June 2010 - December 2012
CRG Partners March 2009 - August 2010
Buckhead Capital Management March 2004 - November 2008
Prudential Capital Group November 2003 - March 2004
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Due Diligence, Portfolio Management, Mergers, Fixed Income, Structured Finance, Mergers & Acquisitions, Equities, Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Restructuring, Credit, Investment Banking, Corporate Finance, Financial Risk, Equity Research
Education
University of Georgia - Terry College of Business 1994 — 1998
Jonesboro High School
Cornerstone Real Estate Advisers July 2011 - Present
ING Investment Management March 2008 - July 2011
Hartford Investment Management August 2007 - March 2008
ING Investment Management November 1994 - August 2007
Advest, Inc. 1991 - 1994
Education
Stonehill College 1987 — 1991
BS, Accounting
Hartford Investment Management (HIMCO) September 2014 - Present
Hartford Investment Management September 2013 - August 2014
Hartford Investment Management (HIMCO) May 2008 - August 2013
ING Investment Management March 2000 - May 2008
Skills
Fixed Income, Back Office, Asset Managment, Bloomberg, Trading Systems, Business Analysis, Equities, Derivatives, VBA, Data Warehousing, ETL, Microsoft SQL Server, Project Management, Alternative Investments, Asset Management, Portfolio Management, Investments, Mutual Funds, Hedge Funds, Securities
Education
University of Connecticut 1992 — 1996
Sentinel Investments January 2012 - Present
Invesco Ltd. June 2010 - December 2011
Morgan Stanley June 2007 - June 2010
ING Investment Management August 2004 - June 2007
Safeco Mutual Funds 1998 - 2004
Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7
Education
University of Arizona 1991 — 1994
BSBA, Marketing
UBS Global Asset Management August 2015 - Present
Voya Financial May 2014 - August 2015
ING Investment Management July 2010 - April 2014
ING Investment Management April 2007 - June 2010
ING Investment Management August 2003 - March 2007
Skills
Asset Managment, Portfolio Management, Asset Allocation, Structured Finance, Structured Products, Quantitative Finance, Fixed Income, Alternative Investments, Investment Management, Capital Markets, Financial Markets, Derivatives, Hedge Funds, Equity Research, Emerging Markets, Investment Strategies, Equities, Asset Management, Investments, Risk Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tilburg University 1997 — 2003
Master, Econometrics and Operational Research
Theresialyceum 1990 — 1997
McLagan March 2013 - Present
McLagan 2006 - Present
McLagan 2006 - 2008
ING Investment Management June 2005 - August 2005
Skills
Equities, Financial Analysis, Executive Pay, Financial Modeling, Management Consulting, Valuation, Private Equity, Investment Banking, Management
Education
The University of Connecticut School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut School of Business 2002 — 2006
United Nations Federal Credit Union October 2010 - Present
J.P. Morgan January 2005 - August 2010
J.P. Morgan August 2003 - December 2004
ING Investment Management June 2002 - August 2002
Pratt & Whitney June 2001 - August 2001
Skills
Series 7, Series 63, Bloomberg
Education
The University of Connecticut 1999 — 2003
Bachelor of Science in Business Administration, Summa Cum Laude, Finnace, Cumulative GPA: 3.79 / Major GPA: 3.93
Consortium of International Universities, Venice, Italy 2002 — 2002
Internatioanl Business
Pomeroy December 2011 - Present
ING Investment Management March 2007 - November 2011
Lazard June 2004 - March 2007
Holtzbrinck Publishers June 2002 - June 2004
Skills
Disaster Recovery, Microsoft Office, Active Directory, SCCM, Citrix, Windows 7, System Administration, Windows, Troubleshooting, Windows Server, Group Policy, Software Documentation, Microsoft Exchange, System Deployment, Cisco Technologies, XP, Technical Support, Computer Hardware, Blackberry Enterprise..., VMware ESX
Education
University at Buffalo 1994 — 1998
B.A., History
Voya Investment Management (formerly ING U.S Investment Management) January 2014 - Present
ING Investment Management May 2010 - January 2014
Fortress Investment Group May 2009 - December 2009
D.B Zwirn & Co July 2007 - May 2009
ABN AMRO Bank July 1993 - June 2007
Skills
Hedge Funds, Fixed Income, Risk Management, Bonds, Valuation, Capital Markets, Derivatives, Portfolio Management, Investment Banking, Asset Management, Financial Modeling, Securities, Alternative Investments, Equities, Financial Markets, FX Options, Investments, Bloomberg, Structured Products, Market Risk, Emerging Markets, Structured Finance, Financial Structuring, Financial Risk, Trading
Education
The University of Chicago Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Economics, graduated with Honors
Wabash College 1989 — 1993
Bachelor of Arts (B.A.), Physics and Mathematics, graduated Magna Cum Laude (with High Honors)
Karachi Grammar School 1978 — 1989
High School
Pinnacle Associates September 2013 - November 2013
ING Investment Management February 2003 - January 2013
Alliance Capital Management - Regent investor Svcs Division November 1987 - February 2003
Skills
Financial Operations, Project Management, Client Service Oriented, Personnel Management, Client Liaison, Third Party Vendor..., Management, Client Services, Back Office, Middle Office, Asset Allocation, Trading
Education
State University of New York College of Agriculture and Technology at Cobleskill
Associate’s Degree, Humanities/Humanistic Studies
Pardot June 2015 - Present
SalesForce - Pardot June 2015 - Present
ClearSlide October 2013 - April 2015
Apple October 2012 - October 2013
Bridge2 Solutions April 2011 - September 2012
McKesson Provider Technologies November 2007 - March 2011
ING Investment Management June 2006 - June 2007
EPI-USE America Inc May 2004 - August 2005
The Paper Tiger 2004 - 2005
EPI-USE 2002 - 2004
Skills
SQL, Linux, Microsoft SQL Server, SDLC, Java, Agile Methodologies, Oracle, XML, Databases, Enterprise Architecture, Unix, Requirements Analysis, Web Services, MySQL, PHP, Software Lifecycle, Software Lifecycle..., Python, C#, Bash, jQuery, JavaScript, Distributed Systems, TCP/IP, Algorithms, Data Analysis, OS X, Ant, Maven, Artifactory, Archiva, Jenkins, TeamCity, SSH, LDAP, REST, JSON, Splunk, HTML, vCenter Server, Puppet, SOAP
Education
Southern Polytechnic State University 2000 — 2008
B.S, Computer Science
George Walton High School
George Walton High School
Morneau Shepell May 2013 - Present
Morneau Shepell March 2009 - May 2013
ING Investment Management November 2008 - March 2009
Solar Velocity January 2005 - October 2008
SMART Business Advisory and Consulting October 2003 - December 2004
Andersen Business Consulting February 2001 - June 2002
Skills
ASP.NET MVC, C#, AngularJS, CSS3, Web Development, Web Applications, .NET, User Interface Design, Agile Methodologies, Web Services, AJAX, Architecture, JavaScript, Windows Phone, User Experience, Microsoft SQL Server, CMS, jQuery, Iron Python, Kendo UI, MVVM, DLR, SignalR, SCRUM, WPF Development, MAF, Object Oriented Design, SDLC, Enterprise Software, Silverlight, Knockout, Node.js, Git, WebStorm, Python, ASP.NET, PostgreSQL
Education
The University of Georgia 1996 — 2000
B.S, Computer Sciene
Amazon September 2014 - Present
FM Facility Maintenance October 2013 - August 2014
FM Facility Maintenance September 2011 - September 2013
FM Facility Maintenance March 2010 - September 2011
Webloyalty July 2008 - March 2010
ING Investment Management June 2006 - September 2006
University of Connecticut 2004 - 2006
Travelers June 2005 - December 2005
Skills
Access, Windows, Excel, SQL, Microsoft Office, Java, JavaScript, jQuery, PHP, Apache, NetBeans, Glassfish, Tortoise SVN, JIRA, SQL*Plus, Hibernate, Business Objects, Microsoft Excel, Web Development, Git, Continuous Integration, Microsoft SQL Server, Databases, Quality Assurance, CSS, HTML, MySQL, Web Applications, Visio, HTML5, Subversion, XML, Software Development, AJAX
Education
University of Connecticut 2002 — 2006
BS, Management Information Systems
UBS Investment Bank March 2004 - Present
UBS 2003 - Present
ING Investment Management 1998 - 2003
ING Furman Selz Asset Management 1998 - 2003
Education
University at Buffalo 1991 — 1995
Sterling Management March 2014 - Present
ING Investment Management May 2013 - May 2014
Chiropractic Business Academy June 2012 - May 2013
Pure Green Corp. January 2009 - January 2009
Adcomedia Corp. February 2008 - January 2009
Prepaid Legal Services, Inc 2008 - 2009
Manago Chiropractic September 2006 - January 2008
Manago Chiropractic 2006 - 2008
RG3 January 2006 - September 2006
Skills
Coaching, Sales Management, Strategic Planning, Management, Human Resources, Sales, Time Management, Management Consulting, Business Strategy, Marketing Strategy, Business Process..., New Business Development, Business Development, Business Planning, Small Business, Executive Coaching, Team Building, Marketing, Entrepreneurship, Account Management, Telecommunications, Leadership
Education
Hubbard College of Administration 2000 — 2002
Managment, Administration, Sales, Marketing
University of California, Irvine 1998 — 2000
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
BNY Mellon September 2013 - Present
ING Investment Management April 2009 - September 2013
Eagle Investment Systems July 2000 - April 2009
Conning Asset Management May 1995 - July 2000
Zurich Reinsurance Centre June 1992 - May 1995
Skills
Investment Accounting, Eagle Star, Statutory Reporting, Eagle Pace, Investment Operations, Derivatives, Options, FX, Swaps, Fixed Income, Equities, Investments, Back Office, Hedge Funds, Fund Of Funds, Trading Systems, Performance Measurement, Asset Management, Software Implementation, Business Analysis, Securities, Financial Services, Investment Management, Portfolio Management, Trading, Account Reconciliation, Bloomberg, Corporate Actions, Fund Accounting, Mutual Funds, Middle Office, Accounting
Education
University of Hartford
Master of Science, Accounting
The University of Connecticut
Bachelor of Arts, Economics
Aberdeen Asset Management August 2015 - Present
Aberdeen Asset Management March 2012 - Present
AMG Funds August 2010 - March 2012
ING Investment Management May 2007 - August 2010
Skills
Series 7, Series 63, MBA, Investment Management, Asset Management, Asset Allocation, Relationship Management, Investment Strategies, Securities, Alternative Investments, Mutual Funds
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.), Fogelman College of Business & Economics
Millersville University of Pennsylvania 2003 — 2007
B.S., International Business/Trade/Commerce
Hodges Ward Elliott 2007 - Present
CW Capital LLC 2005 - 2007
CWCapital 2005 - 2007
MortgageRamp 2002 - 2005
USi 1999 - 2001
ING Investment Management 1998 - 1999
Icon Commercial 1996 - 1998
Richard Bowers & Co. 1994 - 1996
Skills
Asset Management, Due Diligence, Valuation, Real Estate, Real Estate Financing, Real Estate Economics, Financial Analysis, Disposition, Asset Managment
Education
Tulane University 1990 — 1994
BA, History
Bay Point Advisors, LLC 2012 - Present
Citadel Investment Group 2010 - 2011
ING Investment Management 2003 - 2009
EARNEST Partners 2002 - 2003
Wachovia, A Wells Fargo Company 2001 - 2002
Arthur Andersen Institutional Investment Consulting 1999 - 2001
Goldman Sachs 1996 - 1998
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Skills
Asset Managment, Fixed Income, Strategic Planning, Financial Services, Business Development, Hedge Funds, Asset Management, Investment Strategies, Investments, Asset Allocation, Capital Markets, Due Diligence, Equities, Investment Advisory, Finance, Portfolio Management
Education
Briarcrest
University of Alabama
BS
CBRE Clarion Securities January 2015 - Present
CBRE Clarion Securities July 2011 - December 2014
ING Clarion Real Estate Securities April 2004 - July 2011
ING Investment Management May 2004 - December 2006
Barclays Global Investors June 2000 - April 2004
Skills
Business Intelligence, Networking, Management, Vendor Management, Data Center
Education
Temple University 1991 — 1996
B.A., Communications
Morgan Creek Capital Management, LLC November 2014 - Present
Strategic Intro January 2013 - November 2014
ING Investment Management June 2009 - February 2013
Strategic Intro January 2009 - June 2009
Nuveen Investments September 2006 - January 2009
Nuveen Investments December 2001 - September 2006
Nuveen Investments January 1996 - January 2001
Nuveen Investments January 1991 - January 1996
Nuveen Investments January 1989 - January 1991
Security Pacific Bank September 1987 - January 1989
Skills
Asset Managment, Mutual Funds, Structured Products, Separately Managed..., Alternative Investments, ETFs, Hedge Funds, Series 24, Series 7, Relationship Management, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Investment Strategies, Strategy, Fund Of Funds, Executive Management, Financial Services, Bonds, Wealth Management..., Investments
Education
The University of Georgia 1982 — 1985
BA, Economics
ING Investment Management July 1994 - Present
Aeltus Investment Management 1994 - 2002
Skills
Asset Managment, Equities, Portfolio Management, Investment Management, Investment Strategies, Equity Research, Investments, Mutual Funds, Financial Markets, Equity Valuation
Education
University of Connecticut 1993 — 1994
Masters, Economics
University of Connecticut 1989 — 1993
Bachelor of Arts, Economics/Finance
Swift Transportation April 2014 - Present
Data Monkey Technologies May 2006 - Present
DBSI, Inc. April 2013 - April 2014
ING January 2012 - March 2013
ING Investment Management May 2006 - July 2011
Skills
Equities, Mutual Funds, Alternative Investments, Strategy, Hedge Funds, Asset Management, Management, Securities, Fixed Income, Investments, Investment Management, Series 7, Private Equity, Investment Advisory, Portfolio Management
Education
University of Arizona, Eller College of Management 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
The Birdsey Group September 2015 - Present
The Birdsey Group March 2015 - Present
JDS CRE Underwriting Services, LLC July 2014 - February 2015
Spring11, LLC February 2014 - June 2014
Situs October 2012 - January 2014
ING Investment Management September 2009 - October 2012
Broad Reach Retail Partners March 2008 - April 2009
Hyperion Brookfield Asset Management November 2005 - January 2008
Integratech Services August 2005 - November 2005
Skills
Property Management, Due Diligence, Real Estate, Underwriting, Real Estate Finance, Excel, Financial Modeling, argus, Work-outs, Risk Management, Access, SQL, VBA, Real Estate Investment, Commercial Mortgages, Commercial Real Estate..., Market Analysis, Argus Modeling, Asset Managment, CMBS, Commercial Real Estate, Real Estate Financing, Investment Management, Leases, Real Estate Due..., Fixed Income, Structured Finance, Portfolio Management, Fixed Income Analysis, Real Estate Economics, Databases, Lease Negotiations, CAM Reconciliation, Economic Research, Microsoft Excel, Financial Analysis, Financial Risk, Acquisitions, Valuation, Real Estate Transactions, Investments
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Real Estate
Delta Capital Management May 2005 - Present
ING Investment Management March 2003 - April 2005
Scudder Investments 2000 - 2003
Dreman Value Management 1993 - 2000
Education
Thomas Edison State College
Bachelor of Science (BS), Finance
Thomas Edison State College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Conning Asset Management 2005 - Present
ING Investment Management 2003 - 2005
Citigroup 1997 - 2003
Skills
Fixed Income, Alternative Investments, Bloomberg, MBS, Portfolio Management, Financial Modeling, ABS, Asset Managment, Credit, Trading Systems, Bonds, Asset Management, Asset Allocation, Investments, Securities
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
University of Connecticut
Global Hunter Securities February 2014 - Present
Dahlman Rose & Co. 2008 - Present
ING Investment Management August 2004 - March 2008
Dreyfus Corp. March 1980 - July 2004
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Bloomberg, Investments, Valuation, Financial Modeling, Fixed Income, Series 63, Securities, Investor Relations
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1979
BS
ING Investment Management September 2010 - Present
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2006 - September 2008
Santander Asset Management Colombia April 2003 - August 2004
Banco de Bogota August 2001 - April 2003
Skills
Investment Banking, Capital Markets, Investments, Portfolio Management, Mutual Funds, Private Equity, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Finance
Universidad Externado de Colombia 1997 — 2001
BSc, Finance and International Relations
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
Tri-Com Consulting Group, llc September 2005 - Present
Northwest Connecticut Association for the Arts d/b/a/ the Warner Theatre 1990 - 2014
State of Ct - DCF 2005 - 2011
Tri-Com Consulting Group September 2005 - July 2010
ING Investment Management July 2001 - October 2003
Lincoln Financial Group 1997 - 2000
EDS 1976 - 2000
Skills
Requirements Analysis, PMO, Governance, Change Management, Integration, Databases, IT Strategy, IT Management, Vendor Management, Project Portfolio..., Microsoft SQL Server, Team Building, Software Project..., Analysis, SOA, ITIL, IT Service Management, Disaster Recovery, Virtualization, Team Leadership, Cloud Computing, SharePoint, Software Documentation, Operations Management, PowerBuilder, Visio, PMP, Agile Methodologies, MS Project, Software Development, Systems Analysis, Project Management
Education
Syracuse University 1971 — 1975
BS, Mgt Data Services/Accounting
GIA Partners LLC December 2009 - Present
ING Investment Management 2006 - 2009
ING Investment Management 2001 - 2009
WorldInvest [US] 1999 - 2001
Edinburgh Fund Managers plc 1989 - 1998
Wilmington Trust 1989 - 1993
Shearson Lehman Hutton/Boston Safe Deposit and Trust 1987 - 1989
RepublicBank Dallas 1984 - 1987
Education
Southern Methodist University - Cox School of Business 1982 — 1984
BBA, BA, Finance and Economics
Institutional Shareholder Services January 2008 - Present
ING Investment Management October 2005 - January 2008
Bowne September 1996 - September 2005
Skills
Corporate Governance, Investor Relations, SEC reporting, Corporate Communications, EDGAR, Governance, Account Management, Customer Relations, Compliance
Education
University of Arizona
Aon Hewitt January 2015 - Present
Aon Hewitt April 2014 - Present
Aon Hewitt January 2012 - March 2014
Aon Hewitt May 2010 - January 2012
Aon Hewitt February 2007 - May 2010
Aon Hewitt February 2006 - February 2007
ING Investment Management May 2005 - August 2005
Skills
Leadership, Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, MS Project, Team Building, SDLC, SAS programming, DB2, Mainframe, Databases, Microsoft Office, JCL, Lightroom, Continuous Process..., Virtual Teams
Education
The University of Connecticut 2009 — 2013
MBA, Finance
The University of Connecticut School of Business 2002 — 2005
Bachelor of Science, Management Information Systems
The Hartford October 2005 - Present
ING Investment Management 2002 - 2005
ING Americas 1996 - 2002
Skills
Microsoft Office, Mutual Funds, XBRL, File Management, Document Management, Document Review
Education
The University of Connecticut
BA, Liberal Arts
University of Hartford
Certificate, Paralegal Studies
ING Investment Management 2004 - Present
Colgate Palmolive 1993 - 1995
Education
University of Central Oklahoma 1988 — 1991
BS, Computer Science
ING Investment Management November 2000 - January 2009
Education
University of California, Los Angeles 1986 — 1990
BA, Political Sciemce
Gainsco DirectorArcadia BiosciencesMay 2002 - Present
First Western Capital, LLC 2001 - Present
Apollo Group January 2007 - April 2011
Exeter Life Sciences, Inc. 2001 - February 2010
ING Investment Management January 2000 - April 2001
Pilgrim Funds, Inc January 1995 - January 2000
Skills
Marketing, Project Management, Turn Around Management, Investments, Financial Analysis, Public Speaking, Start-ups, Leadership, Management, Restructuring, Strategic Planning, Business Strategy, Budgets, Team Building, Change Management, Finance
Education
St. John Fisher College 1976 — 1979
BS, Accounting
Ameriprise Financial February 2010 - Present
Wells Fargo Investments February 2001 - March 2010
ING Investment Management July 2000 - February 2001
Piper Jaffray August 1998 - July 2000
Education
St. Cloud State University 1995 — 1998
BS, Finance, Economics
Alta Vista Properties of Georgia April 2008 - Present
ING Investment Management 2007 - 2008
Reliant Professional Services 2005 - 2007
Lend Lease Real Estate Investments/AMRESCO January 1990 - December 2003
AMRESCO 1990 - 1999
Southmark 1987 - 1990
Skills
Valuation, Portfolio Management, Capital Markets, Loans, Structured Finance, CMBS, Mortgage Lending, Real Estate, Real Estate Economics, Asset Management, Commercial Real Estate, Investment Banking, Credit, Finance, Underwriting, Commercial Mortgages, Financial Structuring, Real Estate Financing, Securitization, Real Estate Development, Loan Servicing, Disposition, Brokerage, Real Estate Finance, Credit Risk, Securities, Risk Management, Bonds, Loan Origination, Debt
Education
Texas Tech University 1982 — 1984
BBA, MBA
ING Investment Management June 2000 - December 2007
Aetna June 1994 - May 2000
Independent Consultant June 1988 - May 1994
Travelers Insurance June 1962 - May 1988
Skills
Software Development, Investments
Education
University of Connecticut
Sam's Club October 2013 - Present
ING Investment Management January 1999 - December 2010
Aetna February 1983 - January 1999
Skills
Asset Management, Business Analysis, Analysis, Employee Benefits, Small Business, Training, Sales, Finance, Securities, Investments, Financial Services, Customer Service, Retirement Planning, Management, Strategic Planning, Financial Risk, Wealth Management, Contract Negotiation, Hiring, Cash Management, Coaching, Mutual Funds, Business Development, Life Insurance, Information Technology, New Business Development, Series 7, Strategic Financial..., Project Management, Team Building, Retail, Financial Advisory, Loans, Portfolio Management, Budgets, Sales Management, Entrepreneurship
Education
Kansas State Teachers College
The American College
University of Kansas
University of Missouri-Kansas City School of Law
Travelers March 2010 - Present
The Hartford May 2007 - March 2010
ING Investment Management May 2006 - May 2007
Trinity College September 2004 - May 2006
Skills
Agile Methodologies, Business Requirements, Requirements Gathering, Business Analysis, Requirements Analysis, User Stories, Requirements Management, Insurance, SQL, Vendor Management, Visio, Data Analysis, Analysis, Business Process..., Project Delivery, Waterfall, SDLC, Process Improvement, Business Intelligence, Process Modeling, User Acceptance Testing, MBA, Surety Bonds, Surety, Presentations, Activity Diagrams, Use Case Analysis, Mentoring, Risk Management, Issue Management, Change Management, Scrum, Project Management
Education
at the UCONN School of Business 2009 — 2011
MBA;, Finance, General
Trinity College-Hartford 2003 — 2007
BS, Computer Science
Anthony Law Group February 2014 - Present
North Point Community Church November 2013 - Present
North Point Community Church August 2010 - Present
ING Investment Management July 1991 - September 2012
Sutherland Asbill & Brennan LLP September 1986 - June 1991
Skills
Commercial Real Estate, Due Diligence, Investments, Leadership, Leadership Development, Marketing, Microsoft Office, Real Estate, Team Building
Education
University of Florida 1981 — 1985
Bachelor's degree, Health and Wellness, General
Great Lakes Advisors July 2011 - Present
AccessAlpha Worldwide, LLC February 2010 - February 2011
ING Investment Management 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Education
St. Joseph's College (IN) 1975 — 1979
BS, Business Administration
Independent June 2011 - Present
ING Investment Management September 2003 - June 2011
Conning Asset Management August 1999 - June 2002
Phoenix Investment Partners May 1996 - July 1999
Skills
Mutual Funds, Portfolio Management, Analysis, Investments, Asset Allocation
Education
University Of Bombay 1976 — 1977
Diploma in Computer Sciences, Computer Science
University Of Bombay 1966 — 1970
Bachelor of Science (BS), Chemistry and Physics
ING Investment Management October 2010 - Present
ING Investment Management June 2008 - October 2010
Digital Credit Union October 2001 - January 2008
Financial Network Investment Corporation January 1996 - January 2008
FISCO Equity May 1994 - January 1996
Merrill Lynch June 1992 - May 1994
Skills
Securities, Series 24, Series 7, Public Speaking, Thought Leadership, Sales Mangement, Mutual Funds & Separate..., Creativity, Problem Solving, Series 63, Mutual Funds, Series 65, Asset Allocation, Sales Management, Separately Managed..., ETFs, Financial Advisory, Alternative Investments, Investments, Financial Services, Wealth Management, Asset Management, Finance
Education
Stonehill College 1988 — 1992
Bachelor's degree, Finance, General
Notre Dame, High School West Haven, CT 1984 — 1988
Rhea Lana's of John's Creek May 2012 - Present
Merlinos and Associates February 2009 - May 2012
ING 2004 - 2006
ING Investment Management 2001 - 2003
Towers Perrin 1999 - 2001
Tillinghast 1998 - 1999
Skills
Event Planning, Retail Sales, Customer Service, Permit Applications, Childrenswear, Baby Products
Education
The University of Texas at Austin 1996 — 1998
Master's, Statistics
The University of Texas at Austin 1991 — 1995
Bachelor's, Mathematics
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
ING Investment Management January 2010 - May 2011
MassMutual Financial Group June 2008 - December 2009
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Separately Managed..., Investments, Uniform Combined State..., Equities, Retirement
Education
University of Connecticut 2004 — 2007
Bachelor, History and Philosophy
East Catholic 2000 — 2004
The Hartford October 2011 - May 2012
Hartford Investment Management 2006 - May 2012
Hartford Investment Management Co. (HIMCO) 2009 - November 2011
ING Investment Management 2001 - 2005
Aeltus Investment Management 1999 - 2005
ING 1989 - 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Structured Products, Emerging Markets, Equity Research, Derivatives, Asset Management, Capital Markets, Bonds
Education
University of Pennsylvania - The Wharton School 1988 — 1989
MBA, Finance & Accounting
Stanford University 1983 — 1984
MS, Petroleum Geology
Stanford University 1978 — 1981
BS, Geology
Phillips Exeter Academy 1976 — 1978
Insurance & Annuity Specialist August 1993 - April 2010
American National AZ (2009) March 2009 - January 2010
American National AZ (2009) February 2009 - January 2010
TD Ameritrade April 2007 - August 2008
TD Ameritrade April 2007 - August 2008
ING Investment Management January 2000 - February 2001
Education
University of Cincinnati
BS, Marketing
University of Cincinnati
Bachelor, Marketing
University of Cincinnati
Bachelor, Marketing
MassMutual Financial Group April 2015 - Present
Fidelity Investments April 2014 - April 2015
ING Investment Management November 2012 - March 2014
The Hartford February 2008 - October 2012
Webster Bank 2006 - 2008
Smith Barney 2004 - 2006
Apple Tree Children's Center October 2002 - February 2004
Skills
Series 6, Retirement, Insurance, Process Improvement, Employee Benefits, Mutual Funds, Investments, Financial Services, Fixed Annuities, 401k, Series 7, Series 63, Building Relationships, Qualified Retirement..., IRAs, 401k Rollovers, Client Services, Defined Contribution, Relationship Management, Roth IRA, Retirement Planning, Wealth Management...
Education
University of Connecticut 1998 — 2002
BS, Human Development and Family Studies
ING Investment Management January 1996 - April 2005
Aetna January 1989 - December 1995
The Hartford January 1987 - December 1988
Skills
Microsoft SQL Server, ITIL, IT Management, Vendor Management, Requirements Analysis, Project Management, Applications..., Quality Assurance, Change Management, SDLC, IT Infrastructure..., SQR, Business Analysis, Security, Requirements Gathering, IT Strategy, Disaster Recovery, Enterprise Architecture, Visio
Education
University of Connecticut
H.I.G. Capital April 2015 - Present
RBC Capital Markets April 2011 - April 2015
The Hartford August 2008 - April 2011
ING Investment Management May 2007 - August 2007
Education
University of Connecticut 2004 — 2008
BS, Business Administration; Finance
Prudential Investments May 2006 - Present
ING Investment Management January 1996 - July 2005
Skills
Asset Management, Fixed Income, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Equities
Education
University of Connecticut 1990 — 1994
B.S., Mathematics/Actuarial Science
Janus Capital Group December 2004 - Present
ING Investment Management 1998 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (M.B.A.)
University of Arizona 1989 — 1992
Bachelor of Arts (B.A.), Economics
Dunham & Associates January 2014 - Present
ING Investment Management March 2008 - January 2013
Four Wood Capital Partners 2013 - 2013
Four Wood Capital Partners 2013 - 2013
New York Life Insurance Company, Mainstay Investments January 2007 - March 2008
BlackRock July 1999 - January 2007
Skills
Financial Markets, Series 7, Series 63, Series 65, Mutual Funds, Business Development, Asset Managment, Investments, Separately Managed..., Financial Advisory, Alternative Investments
Education
SUNY Oneonta 1987 — 1989
Bachelor of Arts (B.A.), History
Yamaha Motor Corporation, USA March 2014 - Present
PowerPlan, Inc. September 2013 - January 2014
PowerPlan Consultants November 2011 - August 2013
Southwire Company October 2002 - October 2011
Auto Finance July 2002 - August 2002
ING Investment Management September 2001 - May 2002
Computer Task Group January 2000 - June 2001
Aaron's, Inc August 1994 - January 2000
Skills
PowerBuilder, XP, Oracle, Databases, Programming, ASP.NET, .NET, Java, Team Leadership, Visual Studio, Program Management, Visual Basic, Training, SQL, Access, Integration, ASP, Windows, Management, Quality Assurance, Software Documentation, Visio, Sybase, XML, Requirements Gathering, Business Analysis, Software Development
Education
Southern Polytechnic State University 2001 — 2001
State University of New York, Institute of Technology 1990 — 1992
Bachelor of Science, Computer Information Systems
DUTCHESS COMMUNITY COLLEGE 1988 — 1990
Associate in Applied Science, Computer Information Systems
Omni Training
ING Investment Management October 2007 - October 2009
Mass Mutual Investor Services February 2007 - October 2007
The Hartford Life Insurance Company October 2004 - July 2005
David L. Babson Capital Management July 2004 - September 2004
The Hartford Investment Management Co August 2002 - January 2004
Cigna Investment Management February 2000 - July 2002
Aeltus Investment Management July 1998 - January 2000
Skills
Bloomberg Terminal, Equities, Fixed Income Products, Equity Derivatives, Credit Derivatives, Risk Management, Risk Assessment, Risk Analysis, Exposure Assessment, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Investments, Mutual Funds, Trading
Education
The University of Connecticut 1989 — 1994
Bachelor of Arts, Economics
University of Connecticut 1989 — 1994
Bachelor of Arts, Economics and Finance
ING Investment Management February 2006 - July 2012
Education
The University of Georgia 2012 — 2016
PhD, Real Estate
University of Georgia - Terry College of Business 2002 — 2005
Bachelor of Business Administration (BBA), Real Estate
Carnegie Mellon University May 2012 - Present
ING Investment Management May 2008 - August 2008
Skills
Machine Learning, Algorithms, LaTeX, Artificial Intelligence, Computer Science, Matlab, C++, Distributed Systems, Software Engineering, C, Programming, Java, Simulations, Parallel Computing
Education
University of Pennsylvania 2009 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
Trinity College-Hartford 2005 — 2009
Bachelor of Science (BS), Mathematics and Computer Science
Becket & Lee LLP January 2014 - Present
ACE Group October 2004 - July 2013
ING Investment Management March 1999 - October 2004
Skills
Analysis, Management, Project Management, Risk Management, Internal Audit, Risk Assessment, Databases, Microsoft Office, Customer Service
Education
University of The Arts
Bachelor of Fine Arts (BFA)