Institutional Shareholder Services
Industry: Funding company
DescriptionInstitutional Shareholder Services, Inc. is a proxy advisory firm. Hedge funds, mutual funds and similar organizations that own shares of multiple companies pay ISS to advise regarding share holder votes. It is the largest such firm, with over 61 percent of the business. Founded: 1985 Key people: Gary Retelny (CEO); Ulrika Hasselgren (ISS-Ethix CEO) Subsidiaries: EVA Dimensions LLC, ISS-oekom, ISS-Ethix,
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Institutional Shareholder Services Employees
Employee
Years
Job
Industry
Jackie Caldwell-Rhoades Jackie Caldwell-Rhoades's Institutional Shareholder Services Experience January 2011 - April 2013
Job President at SubArt
Industry Financial Services
Experience
Jump Associates May 2013 - August 2014
Institutional Shareholder Services January 2011 - April 2013
Glass Lewis June 2003 - July 2007
CMP Media 1994 - 1999
Skills
Strategy, Account Management, Sales, Sales Management, Business Strategy, Business Development, Negotiation, Leadership, Strategic Partnerships, B2B, Advertising, Management, Marketing Strategy, Start-ups, Competitive Analysis, Entrepreneurship, Consulting, Program Management, Marketing
Education
Scripps College
Liberal Arts
St. John's College (NM)
Liberal Sciences
Jump Associates May 2013 - August 2014
Institutional Shareholder Services January 2011 - April 2013
Glass Lewis June 2003 - July 2007
CMP Media 1994 - 1999
Skills
Strategy, Account Management, Sales, Sales Management, Business Strategy, Business Development, Negotiation, Leadership, Strategic Partnerships, B2B, Advertising, Management, Marketing Strategy, Start-ups, Competitive Analysis, Entrepreneurship, Consulting, Program Management, Marketing
Education
Scripps College
Liberal Arts
St. John's College (NM)
Liberal Sciences
Christopher Leo Christopher Leo's Institutional Shareholder Services Experience January 2006 - April 2008
Job Vice President Business Line CTO, Head of Application Infrastructure & Service Delivery
Industry Financial Services
Experience
Broadridge April 2008 - Present
Institutional Shareholder Services January 2006 - April 2008
OceanFirst Bank September 2004 - February 2006
BISYS - Banking Solutions October 2001 - September 2004
PortfolioScope, Inc May 2001 - October 2001
Bridge Infromation Systems August 1998 - May 2001
ADP - Brokerage Information Services August 1989 - August 1998
Skills
Leadership, Operations Management, Business Analysis, PMO, Risk Management, Banking, Account Management, Information Technology, Quality Assurance, Six Sigma, Software
Education
Drexel University 1983 — 1988
BS, Finance and Accounting, 5 year cooperative education program
La Salle University 1997 — 1999
MBA, Management
Villanova University 2007 — 2008
Green Belt/Lean, Six Sigma
ITIL Version 3 Certified 2010 — 2010
ITIL Version 3 Certified
Stanford Graduate School of Business 2010 — 2010
The Indispensable CTO: Strategic Leadership of Technology and Innovation
University of Pennsylvania 2012 — 2014
Executive Education, Securities Industry Institute (SII)
Broadridge April 2008 - Present
Institutional Shareholder Services January 2006 - April 2008
OceanFirst Bank September 2004 - February 2006
BISYS - Banking Solutions October 2001 - September 2004
PortfolioScope, Inc May 2001 - October 2001
Bridge Infromation Systems August 1998 - May 2001
ADP - Brokerage Information Services August 1989 - August 1998
Skills
Leadership, Operations Management, Business Analysis, PMO, Risk Management, Banking, Account Management, Information Technology, Quality Assurance, Six Sigma, Software
Education
Drexel University 1983 — 1988
BS, Finance and Accounting, 5 year cooperative education program
La Salle University 1997 — 1999
MBA, Management
Villanova University 2007 — 2008
Green Belt/Lean, Six Sigma
ITIL Version 3 Certified 2010 — 2010
ITIL Version 3 Certified
Stanford Graduate School of Business 2010 — 2010
The Indispensable CTO: Strategic Leadership of Technology and Innovation
University of Pennsylvania 2012 — 2014
Executive Education, Securities Industry Institute (SII)
Marc King Marc King's Institutional Shareholder Services Experience 2001 - 2005
Job Controller Americas at Ascom
Industry Telecommunications
Experience
Ascom Network Testing, Inc February 2010 - Present
Octapharma March 2005 - June 2009
Institutional Shareholder Services 2001 - 2005
EY 2000 - 2001
MCI 1997 - 2000
PWC 1990 - 1991
Skills
Revenue Management, Litigation Support, Audit, Accounting, Budgeting, Excel, Auditing, P&L, Financial Reporting, ERP, GAAP, Financial Accounting, Microsoft Office, IFRS, Teamwork, Telecommunications, Managerial Finance, Invoicing, Variance Analysis, Financial Analysis, Account Reconciliation, General Ledger, Financial Audits, Revenue Recognition, Budgets, Forecasting, Management, Microsoft Excel, Revenue Analysis, Corporate Finance, Finance, Internal Controls, Strategy, Consolidation, Strategic Planning, Financial Statements, Analysis, Tax
Education
University of Maryland College Park 1985 — 1989
BS, Accounting
Ascom Network Testing, Inc February 2010 - Present
Octapharma March 2005 - June 2009
Institutional Shareholder Services 2001 - 2005
EY 2000 - 2001
MCI 1997 - 2000
PWC 1990 - 1991
Skills
Revenue Management, Litigation Support, Audit, Accounting, Budgeting, Excel, Auditing, P&L, Financial Reporting, ERP, GAAP, Financial Accounting, Microsoft Office, IFRS, Teamwork, Telecommunications, Managerial Finance, Invoicing, Variance Analysis, Financial Analysis, Account Reconciliation, General Ledger, Financial Audits, Revenue Recognition, Budgets, Forecasting, Management, Microsoft Excel, Revenue Analysis, Corporate Finance, Finance, Internal Controls, Strategy, Consolidation, Strategic Planning, Financial Statements, Analysis, Tax
Education
University of Maryland College Park 1985 — 1989
BS, Accounting
Arjun Bhargava Arjun Bhargava's Institutional Shareholder Services Experience March 2014 - June 2014
Job
Industry Environmental Services
Experience
United Nations Global Compact August 2014 - October 2014
Institutional Shareholder Services March 2014 - June 2014
UNEP January 2013 - April 2013
UNEP September 2012 - January 2013
Department of Periodontics, School of Dental Medicine, University of Pennsylvania April 2012 - August 2012
Department of Biochemistry, School of Dental Medicine, University of Pennsylvania January 2008 - September 2011
Morphotek, Inc. April 2006 - September 2006
Skills
Sustainable Development, Environmental Science, Research, Policy, Environmental Policy, Microsoft Excel, Analysis, Environmental Awareness, Sustainability, Data Analysis, Corporate Social..., Qualitative Research, Statistics, Nonprofits, Climate Change, Event Planning, Public Policy, Community Outreach, Grant Writing, Corporate Governance, Sustainability Reporting, Foreign Affairs
Education
University of Pennsylvania 2010 — 2013
Master of Environmental Studies
Drexel University 2004 — 2007
Bachelor of Science (B.S.)
United Nations Global Compact August 2014 - October 2014
Institutional Shareholder Services March 2014 - June 2014
UNEP January 2013 - April 2013
UNEP September 2012 - January 2013
Department of Periodontics, School of Dental Medicine, University of Pennsylvania April 2012 - August 2012
Department of Biochemistry, School of Dental Medicine, University of Pennsylvania January 2008 - September 2011
Morphotek, Inc. April 2006 - September 2006
Skills
Sustainable Development, Environmental Science, Research, Policy, Environmental Policy, Microsoft Excel, Analysis, Environmental Awareness, Sustainability, Data Analysis, Corporate Social..., Qualitative Research, Statistics, Nonprofits, Climate Change, Event Planning, Public Policy, Community Outreach, Grant Writing, Corporate Governance, Sustainability Reporting, Foreign Affairs
Education
University of Pennsylvania 2010 — 2013
Master of Environmental Studies
Drexel University 2004 — 2007
Bachelor of Science (B.S.)
Shin Furuya Shin Furuya's Institutional Shareholder Services Experience August 2005 - June 2006
Job Sustainability, ESG Research, Stakeholder Engagement, ESG Integration
Industry Financial Services
Experience
a leading sustainable and responsible investment firm March 2013 - Present
Asset Management Division of a leading insurance group September 2011 - Present
a leading sustainable and responsible investment firm April 2011 - Present
EIRIS-Conflict Risk Network October 2009 - Present
a leading sustainable and responsible investment firm September 2009 - March 2011
a leading sustainable and responsible investment firm August 2006 - August 2009
Polaris Project August 2003 - August 2006
Institutional Shareholder Services August 2005 - June 2006
Investor Responsibility Research Center August 2004 - August 2005
Program on the Analysis and Resolution of Conflicts August 2002 - August 2003
Skills
Corporate Social..., Sustainability, Research, Socially Responsible..., NGOs, Human Rights, Policy Analysis, Environmental Issues, Emerging Markets, Governance, Climate Change, Sustainable Development, Community Development, Sustainability Reporting, Politics, Human Rights Research, Economics, Qualitative Research, Civil Society, Environmental Policy, Sustainable Business, Mutual Funds, Social Responsibility, Stakeholder Engagement, Stakeholder Management, International Human..., Immigration Issues, Financial Services, Corporate Governance, Sustainable Investment, Research Design, Investment Research, Stakeholder Analysis, Conflict Analysis, Conflict Management, Conflict Resolution, Building Coalitions, Campaign Strategies, Refugees, Environmental Science, Environmental Risk, Extractive Industries, Pharmaceutical Industry, Automotive, ESG Research, Analysis, Public Policy, Disruptive Technologies, ESG Integration
Education
State University of New York College of Environmental Sciences and Forestry 2002 — 2003
Post Graduate, Environmental Science
Syracuse University - Maxwell School 2002 — 2003
MA, International Relations
Syracuse University - Maxwell School 2002 — 2003
The Certificate of Advanced Study in Conflict Resolution, Focus: Environmental Dispute Resolution, Stakeholder Analysis, Mediation
University of Oregon 1996 — 1998
B.A., Political Science, International Studies
Lane Community College 1995 — 1996
a leading sustainable and responsible investment firm March 2013 - Present
Asset Management Division of a leading insurance group September 2011 - Present
a leading sustainable and responsible investment firm April 2011 - Present
EIRIS-Conflict Risk Network October 2009 - Present
a leading sustainable and responsible investment firm September 2009 - March 2011
a leading sustainable and responsible investment firm August 2006 - August 2009
Polaris Project August 2003 - August 2006
Institutional Shareholder Services August 2005 - June 2006
Investor Responsibility Research Center August 2004 - August 2005
Program on the Analysis and Resolution of Conflicts August 2002 - August 2003
Skills
Corporate Social..., Sustainability, Research, Socially Responsible..., NGOs, Human Rights, Policy Analysis, Environmental Issues, Emerging Markets, Governance, Climate Change, Sustainable Development, Community Development, Sustainability Reporting, Politics, Human Rights Research, Economics, Qualitative Research, Civil Society, Environmental Policy, Sustainable Business, Mutual Funds, Social Responsibility, Stakeholder Engagement, Stakeholder Management, International Human..., Immigration Issues, Financial Services, Corporate Governance, Sustainable Investment, Research Design, Investment Research, Stakeholder Analysis, Conflict Analysis, Conflict Management, Conflict Resolution, Building Coalitions, Campaign Strategies, Refugees, Environmental Science, Environmental Risk, Extractive Industries, Pharmaceutical Industry, Automotive, ESG Research, Analysis, Public Policy, Disruptive Technologies, ESG Integration
Education
State University of New York College of Environmental Sciences and Forestry 2002 — 2003
Post Graduate, Environmental Science
Syracuse University - Maxwell School 2002 — 2003
MA, International Relations
Syracuse University - Maxwell School 2002 — 2003
The Certificate of Advanced Study in Conflict Resolution, Focus: Environmental Dispute Resolution, Stakeholder Analysis, Mediation
University of Oregon 1996 — 1998
B.A., Political Science, International Studies
Lane Community College 1995 — 1996
Cody Lowry Cody Lowry's Institutional Shareholder Services Experience June 2014 - March 2015
Job Analyst
Industry Financial Services
Experience
PETCO Animal Supplies, Inc. March 2015 - June 2015
Institutional Shareholder Services June 2014 - March 2015
Skills
Possess strong..., Microsoft Office, Microsoft Excel, VBA, Data Analysis, Critical Thinking, Team Leadership, Teamwork, Analysis, Time Management, Microsoft Word, Leadership, Communication, Account Reconciliation
Education
University of Oklahoma 2009 — 2014
Bachelor's, Economics-Business
University of Oklahoma 2009 — 2014
Bachelor's of Busniess Administration, Economics
PETCO Animal Supplies, Inc. March 2015 - June 2015
Institutional Shareholder Services June 2014 - March 2015
Skills
Possess strong..., Microsoft Office, Microsoft Excel, VBA, Data Analysis, Critical Thinking, Team Leadership, Teamwork, Analysis, Time Management, Microsoft Word, Leadership, Communication, Account Reconciliation
Education
University of Oklahoma 2009 — 2014
Bachelor's, Economics-Business
University of Oklahoma 2009 — 2014
Bachelor's of Busniess Administration, Economics
Israly Echegaray Israly Echegaray's Institutional Shareholder Services Experience January 2004 - February 2005
Job
Industry International Trade and Development
Experience
US Department of Commerce February 2005 - Present
United States Trade Representative September 2006 - December 2006
Institutional Shareholder Services January 2004 - February 2005
Standard and Poor's MMS International January 2001 - December 2003
Skills
International Trade, Corporate Governance, Insurance, Reinsurance, Economics, International Relations, International..., Economic Development, Policy Analysis, Latin America, Public Policy, International Economics, Research, Data Analysis, Analysis, Government, Emerging Markets, Policy, Spanish, Foreign Policy, Mergers & Acquisitions, International Business, Macroeconomics, Chinese, Politics
Education
Fordham University 2000 — 2002
M.A.
Fordham University 2001 — 2001
Advanced Certificate
Universidad de Puerto Rico 1996 — 2000
B.A.
US Department of Commerce February 2005 - Present
United States Trade Representative September 2006 - December 2006
Institutional Shareholder Services January 2004 - February 2005
Standard and Poor's MMS International January 2001 - December 2003
Skills
International Trade, Corporate Governance, Insurance, Reinsurance, Economics, International Relations, International..., Economic Development, Policy Analysis, Latin America, Public Policy, International Economics, Research, Data Analysis, Analysis, Government, Emerging Markets, Policy, Spanish, Foreign Policy, Mergers & Acquisitions, International Business, Macroeconomics, Chinese, Politics
Education
Fordham University 2000 — 2002
M.A.
Fordham University 2001 — 2001
Advanced Certificate
Universidad de Puerto Rico 1996 — 2000
B.A.
Riho Maruyama Riho Maruyama's Institutional Shareholder Services Experience May 2011 - June 2011
Job Associate Consultant at Bain & Company
Industry Higher Education
Experience
Bain & Company September 2014 - Present
FiveStars January 2014 - May 2014
Bain & Company June 2013 - August 2013
East Asian Library, UC Berkeley February 2011 - January 2013
Roland Berger Strategy Consultants May 2012 - July 2012
Institutional Shareholder Services May 2011 - June 2011
Skills
Japanese, English, Microsoft Word, Microsoft Excel, PowerPoint, ThomsonOne, Corporate Governance
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley 2010 — 2014
Business Administration and Management, General, Bachelor of Business Administration (B.B.A.)
Bain & Company September 2014 - Present
FiveStars January 2014 - May 2014
Bain & Company June 2013 - August 2013
East Asian Library, UC Berkeley February 2011 - January 2013
Roland Berger Strategy Consultants May 2012 - July 2012
Institutional Shareholder Services May 2011 - June 2011
Skills
Japanese, English, Microsoft Word, Microsoft Excel, PowerPoint, ThomsonOne, Corporate Governance
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley 2010 — 2014
Business Administration and Management, General, Bachelor of Business Administration (B.B.A.)
Randy Grant Randy Grant's Institutional Shareholder Services Experience August 1999 - November 2001
Job Manager of Investment Company Processing at INVeSHARE, Inc.
Industry Investment Banking
Experience
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
Joe Barakat Joe Barakat's Institutional Shareholder Services Experience February 2003 - May 2005
Job
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Accenture May 2005 - September 2013
Institutional Shareholder Services February 2003 - May 2005
Thomson Financial June 2001 - December 2002
Education
University of Oxford - Said Business School 2011 — 2012
MBA with distinction
Washington and Lee University 1997 — 2001
BA, Politics, European History
TD Ameritrade September 2013 - Present
Accenture May 2005 - September 2013
Institutional Shareholder Services February 2003 - May 2005
Thomson Financial June 2001 - December 2002
Education
University of Oxford - Said Business School 2011 — 2012
MBA with distinction
Washington and Lee University 1997 — 2001
BA, Politics, European History
Defa Shan, CFA Defa Shan, CFA's Institutional Shareholder Services Experience January 2005 - October 2007
Job Senior Financial Analyst at Minto Properties
Industry Real Estate
Experience
Minto Properties September 2011 - Present
SmartCentres November 2007 - August 2011
Institutional Shareholder Services January 2005 - October 2007
Skills
Financial Analysis, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2004
Minto Properties September 2011 - Present
SmartCentres November 2007 - August 2011
Institutional Shareholder Services January 2005 - October 2007
Skills
Financial Analysis, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2004
Scott Amling Scott Amling's Institutional Shareholder Services Experience January 2011 - May 2015
Job Corporate Governance and Executive Compensation Analyst
Industry Financial Services
Experience
Institutional Shareholder Services January 2011 - May 2015
UBS January 2007 - May 2009
ASB Capital Management July 1988 - June 2006
Education
The George Washington University - School of Business
Vanderbilt University
BA, Business and Economics
Institutional Shareholder Services January 2011 - May 2015
UBS January 2007 - May 2009
ASB Capital Management July 1988 - June 2006
Education
The George Washington University - School of Business
Vanderbilt University
BA, Business and Economics
Dinesh Vesra Dinesh Vesra's Institutional Shareholder Services Experience June 2006 - August 2006
Job Contracts Manager at Indus Corporation
Industry Mechanical or Industrial Engineering
Experience
Indus Corporation August 2012 - Present
Indus Corporation May 2011 - July 2012
Indus Corporation June 2010 - May 2011
USPTO November 2007 - May 2009
Mac Business Solutions, Inc. August 2001 - November 2007
University of Maryland Combustion Lab October 2006 - June 2007
Institutional Shareholder Services June 2006 - August 2006
Institutional Shareholder Services June 2004 - August 2004
Skills
DoD, Security Clearance, Systems Engineering, Technical Writing, Program Management, Government, Proposal Writing, SharePoint, Federal Government, Government Procurement, Government Contracting
Education
University of Maryland College Park 2003 — 2007
B.S., Mechanical Engineering
Indus Corporation August 2012 - Present
Indus Corporation May 2011 - July 2012
Indus Corporation June 2010 - May 2011
USPTO November 2007 - May 2009
Mac Business Solutions, Inc. August 2001 - November 2007
University of Maryland Combustion Lab October 2006 - June 2007
Institutional Shareholder Services June 2006 - August 2006
Institutional Shareholder Services June 2004 - August 2004
Skills
DoD, Security Clearance, Systems Engineering, Technical Writing, Program Management, Government, Proposal Writing, SharePoint, Federal Government, Government Procurement, Government Contracting
Education
University of Maryland College Park 2003 — 2007
B.S., Mechanical Engineering
Stephen Margerum's Institutional Shareholder Services Experience January 2004 - July 2004
Job Principal at Cove Property Management LLC
Industry Real Estate
Experience
Cove Property Management LLC July 2008 - Present
Equity Management Inc. August 2004 - July 2008
Institutional Shareholder Services January 2004 - July 2004
Skills
Real Estate, Property Management, Negotiation, Marketing, Sales Management, Contract Negotiation, New Business Development, Customer Service, Sales, Asset Managment, Real Estate Development, Investment Properties, Strategic Planning, Business Development, Management, Marketing Strategy, Residential Homes, Microsoft Excel, Training, Due Diligence
Education
James Madison University 1998 — 2002
BBA, Marketing Information Systems
Cove Property Management LLC July 2008 - Present
Equity Management Inc. August 2004 - July 2008
Institutional Shareholder Services January 2004 - July 2004
Skills
Real Estate, Property Management, Negotiation, Marketing, Sales Management, Contract Negotiation, New Business Development, Customer Service, Sales, Asset Managment, Real Estate Development, Investment Properties, Strategic Planning, Business Development, Management, Marketing Strategy, Residential Homes, Microsoft Excel, Training, Due Diligence
Education
James Madison University 1998 — 2002
BBA, Marketing Information Systems
Mark Dalius Mark Dalius's Institutional Shareholder Services Experience January 2004 - May 2005
Job Data Management/CRM Analyst Master Data Management at Shire Pharmacauticals
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals May 2015 - Present
Cubist Pharmaceuticals June 2012 - May 2015
Accenture February 2011 - May 2012
Dalius Consulting October 2009 - January 2011
Curaspan, Inc. August 2006 - October 2009
Smarter Travel Media LLC June 2005 - May 2006
Institutional Shareholder Services January 2004 - May 2005
ICES Limited April 2003 - January 2004
InvestorPlace Media LLC June 2000 - March 2003
Teleconnect International July 1999 - December 1999
Skills
Salesforce.com, Software Project..., Business Analysis, SQL, Subversion, Certified ScrumMaster, Veeva, Agile Methodologies, CRM, Scrum, SaaS, Perl, Enterprise Software, Business Process, Project Management, Java, Requirements Gathering, SDLC, Oracle, Product Management
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Entrepreneurship
Syracuse University 1996 — 2000
BS, Broadcast Journalism
Middleburg High School 1992 — 1996
Shire Pharmaceuticals May 2015 - Present
Cubist Pharmaceuticals June 2012 - May 2015
Accenture February 2011 - May 2012
Dalius Consulting October 2009 - January 2011
Curaspan, Inc. August 2006 - October 2009
Smarter Travel Media LLC June 2005 - May 2006
Institutional Shareholder Services January 2004 - May 2005
ICES Limited April 2003 - January 2004
InvestorPlace Media LLC June 2000 - March 2003
Teleconnect International July 1999 - December 1999
Skills
Salesforce.com, Software Project..., Business Analysis, SQL, Subversion, Certified ScrumMaster, Veeva, Agile Methodologies, CRM, Scrum, SaaS, Perl, Enterprise Software, Business Process, Project Management, Java, Requirements Gathering, SDLC, Oracle, Product Management
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Entrepreneurship
Syracuse University 1996 — 2000
BS, Broadcast Journalism
Middleburg High School 1992 — 1996
Christopher Young, JD, CFA Christopher Young, JD, CFA's Institutional Shareholder Services Experience February 2004 - June 2010
Job Managing Director, Head of Contested Situations at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Martin Antonio Lozano Martin Antonio Lozano's Institutional Shareholder Services Experience January 2011 - June 2011
Job Student at Fordham University Graduate School of Business Administration
Industry Real Estate
Experience
Fordham University August 2012 - Present
CPEX Real Estate 2013 - 2013
Uptrend Construction June 2011 - June 2012
Institutional Shareholder Services January 2011 - June 2011
Skills
Construction, Real Estate, Real Estate Development, Corporate Governance, Analysis, Budgets, Management, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Retail
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's degree, Business Administration and Management, General
Ateneo de Manila University 2006 — 2010
AB History, Minor in European Studies
Fordham University August 2012 - Present
CPEX Real Estate 2013 - 2013
Uptrend Construction June 2011 - June 2012
Institutional Shareholder Services January 2011 - June 2011
Skills
Construction, Real Estate, Real Estate Development, Corporate Governance, Analysis, Budgets, Management, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Retail
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's degree, Business Administration and Management, General
Ateneo de Manila University 2006 — 2010
AB History, Minor in European Studies
Joe Henzlik Joe Henzlik's Institutional Shareholder Services Experience July 2001 - December 2006
Job Senior Sales Executive at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2011 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services July 2001 - December 2006
The Proxy Monitor October 1997 - July 2001
General Board of Pension and Health Benefits April 1987 - October 1997
General Board of Pension and Health Benefits April 1983 - April 1987
Skills
CRM, New Business Development, Investments, Corporate Social..., Strategic Partnerships, Marketing, Sales, Management, Business Development, Strategy, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Marketing
Cornell College 1978 — 1982
BSS, Economics/Business and Politics
ISS Institutional Shareholder Services January 2011 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services July 2001 - December 2006
The Proxy Monitor October 1997 - July 2001
General Board of Pension and Health Benefits April 1987 - October 1997
General Board of Pension and Health Benefits April 1983 - April 1987
Skills
CRM, New Business Development, Investments, Corporate Social..., Strategic Partnerships, Marketing, Sales, Management, Business Development, Strategy, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Marketing
Cornell College 1978 — 1982
BSS, Economics/Business and Politics
Bruce A. Babcock Bruce A. Babcock's Institutional Shareholder Services Experience 1992 - 2002
Job Experienced International Business Development Executive; Global Governance, Financial Services, Excellent Japanese
Industry Capital Markets
Experience
Int'l Financial Services Business Development and Governance Professional February 2015 - Present
Broadridge Financial Solutions, Inc. April 2013 - February 2015
Broadridge Financial Solutions, Ltd. March 2003 - March 2013
Institutional Shareholder Services 1992 - 2002
Prudential-Bache Securities, Australia January 1989 - January 1992
Prudential-Bache Securities, Japan July 1987 - December 1989
US Department of Commerce, Washington DC September 1985 - June 1986
Skills
Corporate Governance, Proxy Voting, Financial Markets, Securities, Investor Relations, Executive Pay, Governance, Equities, Mergers, Investments, Asset Managment, Financial Services, Capital Markets, Risk Management, Business Strategy, Portfolio Management, Financial Analysis, Fixed Income, Mergers & Acquisitions, Asset Management, Private Equity, Hedge Funds, Investment Banking, Derivatives, Emerging Markets, Corporate Finance, Venture Capital, Mutual Funds, Trading, Executive Management
Education
Florida State University
BA, Asian Studies/International Business
NichiBei Kaiwa Gakuin
None, Japanese Language
Private Chinese Language School
None, Mandarin Chinese
The George Washington University
Master's Degree, Asian Studies/International Business, Pass with Distinction - Perfect Record
Int'l Financial Services Business Development and Governance Professional February 2015 - Present
Broadridge Financial Solutions, Inc. April 2013 - February 2015
Broadridge Financial Solutions, Ltd. March 2003 - March 2013
Institutional Shareholder Services 1992 - 2002
Prudential-Bache Securities, Australia January 1989 - January 1992
Prudential-Bache Securities, Japan July 1987 - December 1989
US Department of Commerce, Washington DC September 1985 - June 1986
Skills
Corporate Governance, Proxy Voting, Financial Markets, Securities, Investor Relations, Executive Pay, Governance, Equities, Mergers, Investments, Asset Managment, Financial Services, Capital Markets, Risk Management, Business Strategy, Portfolio Management, Financial Analysis, Fixed Income, Mergers & Acquisitions, Asset Management, Private Equity, Hedge Funds, Investment Banking, Derivatives, Emerging Markets, Corporate Finance, Venture Capital, Mutual Funds, Trading, Executive Management
Education
Florida State University
BA, Asian Studies/International Business
NichiBei Kaiwa Gakuin
None, Japanese Language
Private Chinese Language School
None, Mandarin Chinese
The George Washington University
Master's Degree, Asian Studies/International Business, Pass with Distinction - Perfect Record
Nita Shah Nita Shah's Institutional Shareholder Services Experience October 2004 - January 2007
Job Executive Assistant to CEO & CFO at comScore, Inc.
Industry Executive Office
Experience
comScore, Inc. January 2014 - Present
Sodexo January 2012 - December 2013
Sotera Defense Solutions, Inc. July 2009 - January 2012
RiskMetrics Group October 2004 - June 2009
Institutional Shareholder Services October 2004 - January 2007
Williams Associates June 2002 - October 2004
Merrill Lynch March 2000 - March 2002
Skills
Office Management, Administrative..., Concur, Calendaring, Salesforce.com, Travel Management, Microsoft Office, Customer Service, Mergers, Acquisition Integration, Integration, Meeting Planning, Event Management, Notary Public, Executive Support, Software Documentation, Mergers & Acquisitions, Management, Time Management, Project Management, Human Resources, Spreadsheets, Outlook, Teamwork, Access, Employee Relations, Leadership, Administration, Budgets, Process Scheduler, Event Planning, Program Management, Government, Procurement, Training, Team Building, Microsoft Excel, Visio, Administrative...
Education
Mithibai College 1990 — 1995
Bachelor of Commerce (BCom), Accounting and Finance
University of Mumbai 1989 — 1990
Bcom
comScore, Inc. January 2014 - Present
Sodexo January 2012 - December 2013
Sotera Defense Solutions, Inc. July 2009 - January 2012
RiskMetrics Group October 2004 - June 2009
Institutional Shareholder Services October 2004 - January 2007
Williams Associates June 2002 - October 2004
Merrill Lynch March 2000 - March 2002
Skills
Office Management, Administrative..., Concur, Calendaring, Salesforce.com, Travel Management, Microsoft Office, Customer Service, Mergers, Acquisition Integration, Integration, Meeting Planning, Event Management, Notary Public, Executive Support, Software Documentation, Mergers & Acquisitions, Management, Time Management, Project Management, Human Resources, Spreadsheets, Outlook, Teamwork, Access, Employee Relations, Leadership, Administration, Budgets, Process Scheduler, Event Planning, Program Management, Government, Procurement, Training, Team Building, Microsoft Excel, Visio, Administrative...
Education
Mithibai College 1990 — 1995
Bachelor of Commerce (BCom), Accounting and Finance
University of Mumbai 1989 — 1990
Bcom
Shane Bair Shane Bair's Institutional Shareholder Services Experience March 2005 - January 2007
Job Creative Director at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine June 2010 - Present
FUEL the CURE May 2008 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services March 2005 - January 2007
Institutional Shareholder Services July 2004 - March 2005
Skills
Graphic Design, Adobe Creative Suite, QuarkXPress, Marketing Communications, Web Design, HTML, CSS, User Interface Design, Marketing Strategy, SEO, SEM, Advertising, Brand Management, Business Strategy, Marketing, New Business Development, Account Management, Lead Generation, Strategic Planning, Product Management, Non-profits, Financial Services, Analytics, Sales, Nonprofits
Education
Dickinson College 2000 — 2004
BA, Economics
WealthEngine June 2010 - Present
FUEL the CURE May 2008 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services March 2005 - January 2007
Institutional Shareholder Services July 2004 - March 2005
Skills
Graphic Design, Adobe Creative Suite, QuarkXPress, Marketing Communications, Web Design, HTML, CSS, User Interface Design, Marketing Strategy, SEO, SEM, Advertising, Brand Management, Business Strategy, Marketing, New Business Development, Account Management, Lead Generation, Strategic Planning, Product Management, Non-profits, Financial Services, Analytics, Sales, Nonprofits
Education
Dickinson College 2000 — 2004
BA, Economics
Mary Thorpe's Institutional Shareholder Services Experience June 2009 - March 2015
Job Entrepreneur, Work from Home Professional, Business Owner
Industry Consumer Goods
Experience
Rodan + Fields Dermatologists February 2014 - Present
Institutional Shareholder Services June 2009 - March 2015
AIV Inc 2007 - 2009
Skills
Product Management, Analytics, Marketing, Cross-functional Team..., Financial Services, Business Analysis, Leadership, Business Strategy
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business Management
Rodan + Fields Dermatologists February 2014 - Present
Institutional Shareholder Services June 2009 - March 2015
AIV Inc 2007 - 2009
Skills
Product Management, Analytics, Marketing, Cross-functional Team..., Financial Services, Business Analysis, Leadership, Business Strategy
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business Management
Jim Kroll's Institutional Shareholder Services Experience 1992 - 1998
Job Director at Towers Watson
Industry Management Consulting
Experience
Towers Watson July 2005 - Present
Mellon Investor Services 2002 - 2005
Georgeson Shareholder 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Institutional Shareholder Services 1992 - 1998
Skills
Corporate Governance, Executive Compensation, Executive Pay, Governance
Education
Assumption College 1983 — 1987
BA, Foreign Languages
Towers Watson July 2005 - Present
Mellon Investor Services 2002 - 2005
Georgeson Shareholder 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Institutional Shareholder Services 1992 - 1998
Skills
Corporate Governance, Executive Compensation, Executive Pay, Governance
Education
Assumption College 1983 — 1987
BA, Foreign Languages
Adam Hopkins's Institutional Shareholder Services Experience January 2005 - August 2006
Job Attorney and Freelance Writer
Industry Law Practice
Experience
AHopLaw May 2014 - Present
Looney & Grossman LLP July 2012 - May 2014
Donovan Hatem LLP August 2010 - June 2012
Donovan Hatem, LLP August 2006 - August 2010
Institutional Shareholder Services January 2005 - August 2006
United Jewish Communities 2002 - 2002
Skills
Litigation, Commercial Litigation, Real Estate, Civil Litigation, Negotiation, Property Law, Legal Research, Legal Writing, Westlaw, Intellectual Property, Appeals, Contract Negotiation, Research, Condos, Landlord, Tenant, Land Use, Title Opinions, Title Clearing, Title Insurance, Condo Conversion, Estate Planning, Real Estate Transactions, Commercial Real Estate, Leases, Lease Negotiations, Commercial Leasing, Landlords, Land Acquisition, Lexis, Litigation Support, Bankruptcy, Corporate Governance, Business Litigation, Arbitration, Mediation, Corporate Law, Construction Law, Insurance Law, Legal Advice, Legal Assistance, Dispute Resolution, Trials
Education
New England School of Law 2006 — 2010
JD, Law
The George Washington University 2001 — 2004
International Affairs with a Concentration in International Politics, Bachelor of Arts
Newtown High School 1997 — 2001
AHopLaw May 2014 - Present
Looney & Grossman LLP July 2012 - May 2014
Donovan Hatem LLP August 2010 - June 2012
Donovan Hatem, LLP August 2006 - August 2010
Institutional Shareholder Services January 2005 - August 2006
United Jewish Communities 2002 - 2002
Skills
Litigation, Commercial Litigation, Real Estate, Civil Litigation, Negotiation, Property Law, Legal Research, Legal Writing, Westlaw, Intellectual Property, Appeals, Contract Negotiation, Research, Condos, Landlord, Tenant, Land Use, Title Opinions, Title Clearing, Title Insurance, Condo Conversion, Estate Planning, Real Estate Transactions, Commercial Real Estate, Leases, Lease Negotiations, Commercial Leasing, Landlords, Land Acquisition, Lexis, Litigation Support, Bankruptcy, Corporate Governance, Business Litigation, Arbitration, Mediation, Corporate Law, Construction Law, Insurance Law, Legal Advice, Legal Assistance, Dispute Resolution, Trials
Education
New England School of Law 2006 — 2010
JD, Law
The George Washington University 2001 — 2004
International Affairs with a Concentration in International Politics, Bachelor of Arts
Newtown High School 1997 — 2001
Tom Dulin Tom Dulin's Institutional Shareholder Services Experience February 2014 - December 2014
Job Seeking remote contract opportunity as Technical Project Manager specializing in data center build outs and migrations
Industry Information Services
Experience
Institutional Shareholder Services February 2014 - December 2014
Smith & Nephew August 2013 - December 2013
OnX Enterprise Solutions April 2013 - August 2013
Atos April 2012 - April 2013
NetApp January 2011 - April 2012
FusionStorm September 2010 - January 2011
Citizens Property Insurance June 2010 - September 2010
Consulting System Integrators, Inc. 2002 - June 2010
Verizon Telecom August 2009 - April 2010
Clearwire June 2009 - August 2009
Skills
Virtualization, Consolidation, Data Center, Storage, Virtual Teams, PMP, Change Control, VMware, Process Improvement, Troubleshooting, Cloud Computing, Project Management, Servers, Disaster Recovery, Unix, Security, SAN, Enterprise Software, SharePoint, Infrastructure, Pre-sales
Education
Fort Hays State University 2003 — 2005
Masters, Information Networking and Telecommunications
University of South Florida 1970 — 1974
BA, Mathematics
North Miami High School
Institutional Shareholder Services February 2014 - December 2014
Smith & Nephew August 2013 - December 2013
OnX Enterprise Solutions April 2013 - August 2013
Atos April 2012 - April 2013
NetApp January 2011 - April 2012
FusionStorm September 2010 - January 2011
Citizens Property Insurance June 2010 - September 2010
Consulting System Integrators, Inc. 2002 - June 2010
Verizon Telecom August 2009 - April 2010
Clearwire June 2009 - August 2009
Skills
Virtualization, Consolidation, Data Center, Storage, Virtual Teams, PMP, Change Control, VMware, Process Improvement, Troubleshooting, Cloud Computing, Project Management, Servers, Disaster Recovery, Unix, Security, SAN, Enterprise Software, SharePoint, Infrastructure, Pre-sales
Education
Fort Hays State University 2003 — 2005
Masters, Information Networking and Telecommunications
University of South Florida 1970 — 1974
BA, Mathematics
North Miami High School
Patrick McGarvey Patrick McGarvey's Institutional Shareholder Services Experience January 2006 - August 2007
Job Vice President at ISS | Institutional Shareholder Services
Industry Information Technology and Services
Experience
ISS Institutional Shareholder Services April 2014 - Present
MSCI Inc. May 2009 - April 2014
Risk Metrics Group September 2007 - May 2009
Institutional Shareholder Services January 2006 - August 2007
Investor Responsibility Research Center October 2004 - January 2006
Skills
Budgets, SQL, Research, Microsoft Excel, Quality Assurance
Education
Marymount University 2007 — 2010
Masters, Business Administration; IT Management
Virginia Polytechnic Institute and State University
Bachelor of Science, Resource Management; Consumer Studies
ISS Institutional Shareholder Services April 2014 - Present
MSCI Inc. May 2009 - April 2014
Risk Metrics Group September 2007 - May 2009
Institutional Shareholder Services January 2006 - August 2007
Investor Responsibility Research Center October 2004 - January 2006
Skills
Budgets, SQL, Research, Microsoft Excel, Quality Assurance
Education
Marymount University 2007 — 2010
Masters, Business Administration; IT Management
Virginia Polytechnic Institute and State University
Bachelor of Science, Resource Management; Consumer Studies
Alberto Hook's Institutional Shareholder Services Experience November 1997 - December 2004
Job Director at Montgomery County Department of Police
Industry Consumer Services
Experience
Mongtomery County Police Department April 2013 - Present
MD Soccerplex 2009 - Present
Capital Bank of Maryland June 2012 - May 2013
CoreLogic SafeRent June 2005 - July 2012
Morgan Stanley January 2004 - June 2006
Institutional Shareholder Services November 1997 - December 2004
Skills
Risk Management, Management, Project Management, Performance Management, Training, Leadership, Business Development, Contract Negotiation, Strategic Planning, Account Management, Financial Analysis, Research, Negotiation, Compliance Operations, Compliance, Code Enforcement, Cross-functional Team...
Education
Washington Adventist University 2002 — 2005
BS, Business Administration, 3.75
Montgomery College
Montgomery College
Montgomery College
Montgomery College
Patapsco High School
General Studies
Mongtomery County Police Department April 2013 - Present
MD Soccerplex 2009 - Present
Capital Bank of Maryland June 2012 - May 2013
CoreLogic SafeRent June 2005 - July 2012
Morgan Stanley January 2004 - June 2006
Institutional Shareholder Services November 1997 - December 2004
Skills
Risk Management, Management, Project Management, Performance Management, Training, Leadership, Business Development, Contract Negotiation, Strategic Planning, Account Management, Financial Analysis, Research, Negotiation, Compliance Operations, Compliance, Code Enforcement, Cross-functional Team...
Education
Washington Adventist University 2002 — 2005
BS, Business Administration, 3.75
Montgomery College
Montgomery College
Montgomery College
Montgomery College
Patapsco High School
General Studies
Karen Vander Maas Walsh Karen Vander Maas Walsh's Institutional Shareholder Services Experience 2005 - 2007
Job Owner / Principal at kvw HR Solutions
Industry Human Resources
Experience
kvw HR Solutions,LLC 410.988.2564 January 2010 - Present
Consortium Health Plans, Inc. July 2007 - December 2009
Fiducial 2005 - 2007
Institutional Shareholder Services 2005 - 2007
NASDAQ April 2002 - March 2005
PBS October 2000 - October 2001
The Guardian Life Insurance Company 1992 - 1996
The Guardian Life Insurance Company 1992 - 1996
Skills
Employee Relations, HRIS, Benefits, Compensation, Compliance, HR Consulting, Auditing, Wellness, FLSA, Benchmarking, Salary Surveys, Downsizing, Performance Management, Talent Management, Change Management, Employee Benefits, Leadership Development, Talent Acquisition, HR Policies, Succession Planning, Onboarding, Benefits Administration, HR Strategy, Deferred Compensation, Personnel Management
Education
University of Scranton 1993 — 1996
MS, Counseling
University of Pittsburgh 1981 — 1985
BS, Sociology
kvw HR Solutions,LLC 410.988.2564 January 2010 - Present
Consortium Health Plans, Inc. July 2007 - December 2009
Fiducial 2005 - 2007
Institutional Shareholder Services 2005 - 2007
NASDAQ April 2002 - March 2005
PBS October 2000 - October 2001
The Guardian Life Insurance Company 1992 - 1996
The Guardian Life Insurance Company 1992 - 1996
Skills
Employee Relations, HRIS, Benefits, Compensation, Compliance, HR Consulting, Auditing, Wellness, FLSA, Benchmarking, Salary Surveys, Downsizing, Performance Management, Talent Management, Change Management, Employee Benefits, Leadership Development, Talent Acquisition, HR Policies, Succession Planning, Onboarding, Benefits Administration, HR Strategy, Deferred Compensation, Personnel Management
Education
University of Scranton 1993 — 1996
MS, Counseling
University of Pittsburgh 1981 — 1985
BS, Sociology
Mary McDaniel's Institutional Shareholder Services Experience May 2014 - Present
Job InformationTechnology and Business Process Transformation at Institutional Shareholder Services
Industry Computer Software
Experience
Institutional Shareholder Services May 2014 - Present
ISS An MSCI Brand August 2012 - May 2014
Online Resources August 2010 - August 2012
Fidelity National Information Services November 2000 - July 2010
Fidelity Information Services November 2000 - July 2010
Accenture October 1993 - December 2000
BancA July 1987 - October 1993
Skills
Business Process, Requirements Analysis, Business Analysis, Integration, Systems Analysis, Business Intelligence, Visio, Project Management, Analysis, PMO, Project Planning, SharePoint, ITIL, Quality Assurance, Testing, Engineering Management, Business Requirements, SQL, Data Center, IT Strategy, Databases, Product Management, CRM, SDLC
Education
The George Washington University - School of Business 2011 — 2012
MS, Information Systems Technology
Texas Wesleyan University 1996 — 2011
BBA, MIS
Institutional Shareholder Services May 2014 - Present
ISS An MSCI Brand August 2012 - May 2014
Online Resources August 2010 - August 2012
Fidelity National Information Services November 2000 - July 2010
Fidelity Information Services November 2000 - July 2010
Accenture October 1993 - December 2000
BancA July 1987 - October 1993
Skills
Business Process, Requirements Analysis, Business Analysis, Integration, Systems Analysis, Business Intelligence, Visio, Project Management, Analysis, PMO, Project Planning, SharePoint, ITIL, Quality Assurance, Testing, Engineering Management, Business Requirements, SQL, Data Center, IT Strategy, Databases, Product Management, CRM, SDLC
Education
The George Washington University - School of Business 2011 — 2012
MS, Information Systems Technology
Texas Wesleyan University 1996 — 2011
BBA, MIS
Cheryl Gustitus Cheryl Gustitus's Institutional Shareholder Services Experience May 2011 - August 2013
Job Global Director, Marketing and Strategic Initiatives at Sustainalytics
Industry Financial Services
Experience
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Enver Fitch Enver Fitch's Institutional Shareholder Services Experience February 2014 - Present
Job Senior Analyst, Environmental, Social & Governance Research at Institutional Shareholder Services
Industry Research
Experience
Institutional Shareholder Services February 2014 - Present
The McGraw Hill Companies February 2010 - December 2013
The McGraw-Hill Companies June 2006 - February 2010
Earth Institute Center for Environmental Sustainability September 2005 - May 2006
United Nations Development Programme May 2005 - September 2005
Onvia May 2000 - September 2003
Lionbridge (formerly International Communications) June 1997 - December 1999
Skills
Energy Efficiency, Stakeholder Engagement, Green Building, Carbon Footprinting, ISO 14001, Corporate Social..., Sustainability, Climate Change, Sustainable Business, Sustainability..., Energy, Global Reporting..., Business Development, Program Management, Supply Chain..., LEED rating systems and..., Corporate Communications, Entrepreneurship, Environmental Awareness, Environmental Policy, Management, Strategic Planning
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA, Economic Development & Environmental Policy
University of Washington 1992 — 1995
BA, International Studies & Economics
Institutional Shareholder Services February 2014 - Present
The McGraw Hill Companies February 2010 - December 2013
The McGraw-Hill Companies June 2006 - February 2010
Earth Institute Center for Environmental Sustainability September 2005 - May 2006
United Nations Development Programme May 2005 - September 2005
Onvia May 2000 - September 2003
Lionbridge (formerly International Communications) June 1997 - December 1999
Skills
Energy Efficiency, Stakeholder Engagement, Green Building, Carbon Footprinting, ISO 14001, Corporate Social..., Sustainability, Climate Change, Sustainable Business, Sustainability..., Energy, Global Reporting..., Business Development, Program Management, Supply Chain..., LEED rating systems and..., Corporate Communications, Entrepreneurship, Environmental Awareness, Environmental Policy, Management, Strategic Planning
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA, Economic Development & Environmental Policy
University of Washington 1992 — 1995
BA, International Studies & Economics
Bryan Burt's Institutional Shareholder Services Experience October 2007 - May 2011
Job Mathematics Teacher
Industry Education Management
Experience
Alice Deal Middle School August 2014 - Present
Huntington Learning Center June 2013 - Present
Lighthouse Academies July 2013 - July 2014
KIPP DC December 2011 - June 2013
Institutional Shareholder Services October 2007 - May 2011
Institutional Shareholder Services March 2000 - November 2007
Olde Discount Stockbrokers September 1998 - March 2000
Black & Decker June 1997 - August 1998
Skills
Corporate Governance, Mergers & Acquisitions, Training, Equities, Management, Economics, Portfolio Management, Executive Compensation..., Financial Analysis, Securities, Policy, Business Development, Strategic Financial..., Risk Management, Investor Relations, Mathematics, Youth Development, Management Consulting, Equity Compensation, Education, Academic Tutoring, Special Education, Mentoring, Analysis
Education
Regent University 2004 — 2007
M.B.A., Finance
Hampton University 1993 — 1998
B.S., Economics
Alice Deal Middle School August 2014 - Present
Huntington Learning Center June 2013 - Present
Lighthouse Academies July 2013 - July 2014
KIPP DC December 2011 - June 2013
Institutional Shareholder Services October 2007 - May 2011
Institutional Shareholder Services March 2000 - November 2007
Olde Discount Stockbrokers September 1998 - March 2000
Black & Decker June 1997 - August 1998
Skills
Corporate Governance, Mergers & Acquisitions, Training, Equities, Management, Economics, Portfolio Management, Executive Compensation..., Financial Analysis, Securities, Policy, Business Development, Strategic Financial..., Risk Management, Investor Relations, Mathematics, Youth Development, Management Consulting, Equity Compensation, Education, Academic Tutoring, Special Education, Mentoring, Analysis
Education
Regent University 2004 — 2007
M.B.A., Finance
Hampton University 1993 — 1998
B.S., Economics
Edward Apsey's Institutional Shareholder Services Experience November 2001 - Present
Job Vice President, Custom Research at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services November 2001 - Present
Skills
Corporate Governance, Research, Corporate Social..., Sustainability Reporting, Policy, Data Analysis, Project Management, Emerging Markets, Writing, Public Speaking, Environmental Research, Institutional..., Training, Technology Evangelist, Documentation Practices, Six Sigma
Education
University of Central Florida
Bachelor of Arts, English Literature
Institutional Shareholder Services November 2001 - Present
Skills
Corporate Governance, Research, Corporate Social..., Sustainability Reporting, Policy, Data Analysis, Project Management, Emerging Markets, Writing, Public Speaking, Environmental Research, Institutional..., Training, Technology Evangelist, Documentation Practices, Six Sigma
Education
University of Central Florida
Bachelor of Arts, English Literature
Susan Meek Susan Meek's Institutional Shareholder Services Experience 1995 - 1997
Job Director of Strategic Engagement and Communications at CASE Colorado Association of School Executives
Industry Education Management
Experience
CASE - Colorado Association of School Executives March 2014 - Present
BreakAway, Ltd. March 2011 - May 2013
Douglas County School District July 2009 - March 2011
Expert Technician Academy July 2008 - July 2009
Douglas County Educational Foundation July 2005 - July 2008
Independent Consultant June 2000 - June 2004
Virginia's Center for Innovative Technology 1997 - 2000
Institutional Shareholder Services 1995 - 1997
Naval Air Systems Command 1991 - 1995
Skills
Strategic Partnerships, Contract Negotiation, Public Relations, Fundraising, Team Building, Community Relations, Media Relations, Event Planning, Public Speaking, Program Management, Leadership, Proposal Writing, Community Development, Public Policy, Program Development, Community Outreach, Project Management, Strategic Planning, Research, Marketing Strategy, Management, Project Planning, Nonprofits, Training, E-Learning, Government, Grant Writing, Policy, Marketing, Editing, Grants, Budgets, Analysis
Education
The George Washington University
MBA, Business Economics and Public Policy
James Madison University - College of Business
BBA, International Business; Management; French (minor)
CASE - Colorado Association of School Executives March 2014 - Present
BreakAway, Ltd. March 2011 - May 2013
Douglas County School District July 2009 - March 2011
Expert Technician Academy July 2008 - July 2009
Douglas County Educational Foundation July 2005 - July 2008
Independent Consultant June 2000 - June 2004
Virginia's Center for Innovative Technology 1997 - 2000
Institutional Shareholder Services 1995 - 1997
Naval Air Systems Command 1991 - 1995
Skills
Strategic Partnerships, Contract Negotiation, Public Relations, Fundraising, Team Building, Community Relations, Media Relations, Event Planning, Public Speaking, Program Management, Leadership, Proposal Writing, Community Development, Public Policy, Program Development, Community Outreach, Project Management, Strategic Planning, Research, Marketing Strategy, Management, Project Planning, Nonprofits, Training, E-Learning, Government, Grant Writing, Policy, Marketing, Editing, Grants, Budgets, Analysis
Education
The George Washington University
MBA, Business Economics and Public Policy
James Madison University - College of Business
BBA, International Business; Management; French (minor)
Rachel Carey-McElwaney, SHRM-CP, PHR, JCDC's Institutional Shareholder Services Experience April 2003 - January 2005
Job
Industry Human Resources
Experience
ASHRM January 2009 - December 2009
Anne Arundel Society for Human Resource Management June 2007 - December 2008
Sawyer Realty Holdings LLC March 2005 - May 2008
Institutional Shareholder Services April 2003 - January 2005
Skills
HRIS, Employee Relations, Human Resources, Performance Management, Recruiting, Organizational..., Leadership Development, Training, Leadership, Coaching, Team Building, New Hire Orientations, Strategic Planning, Policy, Management, Problem Solving, Compliance, Onboarding, Employee Benefits, Benefits Administration, Talent Management, Interviews
Education
Georgia Southern University - College of Business Administration 2000 — 2002
Bachelor of Business Administration (BBA)
Anne Arundel Community College 1997 — 1999
Associates
ASHRM January 2009 - December 2009
Anne Arundel Society for Human Resource Management June 2007 - December 2008
Sawyer Realty Holdings LLC March 2005 - May 2008
Institutional Shareholder Services April 2003 - January 2005
Skills
HRIS, Employee Relations, Human Resources, Performance Management, Recruiting, Organizational..., Leadership Development, Training, Leadership, Coaching, Team Building, New Hire Orientations, Strategic Planning, Policy, Management, Problem Solving, Compliance, Onboarding, Employee Benefits, Benefits Administration, Talent Management, Interviews
Education
Georgia Southern University - College of Business Administration 2000 — 2002
Bachelor of Business Administration (BBA)
Anne Arundel Community College 1997 — 1999
Associates
Karen Meyer-Cain Karen Meyer-Cain's Institutional Shareholder Services Experience 2004 - 2007
Job Principal at Meyer Cain Consulting & Coaching
Industry Information Technology and Services
Experience
Meyer Cain Consulting & Coaching May 2014 - Present
FHLBanks Office of Finance May 2012 - May 2014
Meyer Cain Consulting & Coaching, LLC October 2009 - May 2012
Apptis 2007 - 2009
Institutional Shareholder Services 2004 - 2007
Avendra 2001 - 2004
TRW,Inc 1990 - 2001
Ford Motor Company- Ford Aerospace 1978 - 1990
Skills
Human Resources, Performance Management, Change Management, Leadership Development, Talent Acquisition, HRIS, Talent Management, Executive Pay, Employee Relations, Strategic Planning, Team Building, Process Improvement, Deferred Compensation, Personnel Management, Strategy, Business Strategy, Leadership, Organizational..., Executive Coaching, Management, Risk Management, Coaching, Mergers & Acquisitions
Education
California State University-Long Beach 1983 — 1986
MBA, Management
California State University-Fullerton 1973 — 1977
BA, Business Administration
Meyer Cain Consulting & Coaching May 2014 - Present
FHLBanks Office of Finance May 2012 - May 2014
Meyer Cain Consulting & Coaching, LLC October 2009 - May 2012
Apptis 2007 - 2009
Institutional Shareholder Services 2004 - 2007
Avendra 2001 - 2004
TRW,Inc 1990 - 2001
Ford Motor Company- Ford Aerospace 1978 - 1990
Skills
Human Resources, Performance Management, Change Management, Leadership Development, Talent Acquisition, HRIS, Talent Management, Executive Pay, Employee Relations, Strategic Planning, Team Building, Process Improvement, Deferred Compensation, Personnel Management, Strategy, Business Strategy, Leadership, Organizational..., Executive Coaching, Management, Risk Management, Coaching, Mergers & Acquisitions
Education
California State University-Long Beach 1983 — 1986
MBA, Management
California State University-Fullerton 1973 — 1977
BA, Business Administration
Eric Cawthorne Eric Cawthorne's Institutional Shareholder Services Experience May 1996 - June 1996
Job EDI Analyst
Industry Information Technology and Services
Experience
Avesis January 2007 - Present
Healthways November 2005 - January 2007
MCI May 2003 - November 2005
MCI May 2000 - May 2003
MCI Worldcom May 1999 - May 2000
MCI Worldcom May 1997 - May 1999
Norrell Staffing June 1996 - May 1997
Institutional Shareholder Services, May 1996 - June 1996
Skills
Unix, Databases, IDOC, Software Documentation, X12, Access, Testing, Analysis, SAP, XML, EDI, EDIFACT, Requirements Analysis, Visio, Integration
Education
Frostburg State University 1990 — 1995
Business Admin, Finance
Avesis January 2007 - Present
Healthways November 2005 - January 2007
MCI May 2003 - November 2005
MCI May 2000 - May 2003
MCI Worldcom May 1999 - May 2000
MCI Worldcom May 1997 - May 1999
Norrell Staffing June 1996 - May 1997
Institutional Shareholder Services, May 1996 - June 1996
Skills
Unix, Databases, IDOC, Software Documentation, X12, Access, Testing, Analysis, SAP, XML, EDI, EDIFACT, Requirements Analysis, Visio, Integration
Education
Frostburg State University 1990 — 1995
Business Admin, Finance
Kelly Nyquist, MBA's Institutional Shareholder Services Experience August 2004 - October 2005
Job Vice President, Senior Commercial Portfolio Manager
Industry Financial Services
Experience
Regions Financial Corporation May 2012 - Present
Bank of America August 2010 - May 2012
CompuCredit February 2009 - August 2010
CompuCredit March 2008 - February 2009
CompuCredit March 2006 - February 2008
Institutional Shareholder Services August 2004 - October 2005
Skills
Finance, Credit, Strategic Planning, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Credit Risk, Commercial Lending, Financial Services, Process Improvement
Education
Mercer University - Stetson School of Business and Economics 2006 — 2008
MBA, Finance
Dickinson College 2000 — 2004
Bachelors, International Business & Management
Trinity Pawling 1996 — 2000
Regions Financial Corporation May 2012 - Present
Bank of America August 2010 - May 2012
CompuCredit February 2009 - August 2010
CompuCredit March 2008 - February 2009
CompuCredit March 2006 - February 2008
Institutional Shareholder Services August 2004 - October 2005
Skills
Finance, Credit, Strategic Planning, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Credit Risk, Commercial Lending, Financial Services, Process Improvement
Education
Mercer University - Stetson School of Business and Economics 2006 — 2008
MBA, Finance
Dickinson College 2000 — 2004
Bachelors, International Business & Management
Trinity Pawling 1996 — 2000
Bruce Carton Bruce Carton's Institutional Shareholder Services Experience July 2003 - November 2006
Job Editor of Securities Docket, Columnist at Compliance Week
Industry Legal Services
Experience
Securities Docket August 2008 - Present
Compliance Week August 2008 - Present
Law.com's Legal Blog Watch September 2009 - March 2013
George Mason University School of Law January 2009 - May 2009
Garden City Group November 2006 - May 2008
Institutional Shareholder Services July 2003 - November 2006
DLA Piper May 1998 - June 2003
US Securities and Exchange Commission 1995 - 1997
Skills
Corporate Governance, Blogging, Social Media, Legal Writing, Securities Regulation, Publishing, Editorial, Editing, Corporate Law, Litigation, Fraud, Journalism, Securities
Education
University of Maryland School of Law 1989 — 1992
J.D.
William & Mary 1984 — 1988
B.A., Economics
Securities Docket August 2008 - Present
Compliance Week August 2008 - Present
Law.com's Legal Blog Watch September 2009 - March 2013
George Mason University School of Law January 2009 - May 2009
Garden City Group November 2006 - May 2008
Institutional Shareholder Services July 2003 - November 2006
DLA Piper May 1998 - June 2003
US Securities and Exchange Commission 1995 - 1997
Skills
Corporate Governance, Blogging, Social Media, Legal Writing, Securities Regulation, Publishing, Editorial, Editing, Corporate Law, Litigation, Fraud, Journalism, Securities
Education
University of Maryland School of Law 1989 — 1992
J.D.
William & Mary 1984 — 1988
B.A., Economics
Matt Kuznacic's Institutional Shareholder Services Experience October 2004 - December 2005
Job Sr. Project Manager at William Blair and Company
Industry Investment Management
Experience
William Blair and Company September 2010 - Present
William Blair and Company August 2009 - September 2010
William Blair and Company January 2008 - August 2009
William Blair and Company January 2007 - January 2008
William Blair and Company December 2005 - January 2007
Institutional Shareholder Services October 2004 - December 2005
Cash Works LLC January 2002 - October 2004
Skills
Hedge Funds, Equities, Investments
Education
Dickinson College 1998 — 2002
B.A., International Business & Management, Spanish
William Blair and Company September 2010 - Present
William Blair and Company August 2009 - September 2010
William Blair and Company January 2008 - August 2009
William Blair and Company January 2007 - January 2008
William Blair and Company December 2005 - January 2007
Institutional Shareholder Services October 2004 - December 2005
Cash Works LLC January 2002 - October 2004
Skills
Hedge Funds, Equities, Investments
Education
Dickinson College 1998 — 2002
B.A., International Business & Management, Spanish
Laddie Hunter Laddie Hunter's Institutional Shareholder Services Experience April 2003 - December 2004
Job Regional Sales and Marketing Leader at Troon Golf
Industry Recreational Facilities and Services
Experience
The Golf Club at Lansdowne December 2004 - Present
Troon September 2010 - Present
Institutional Shareholder Services April 2003 - December 2004
Thomson Financial February 2001 - April 2003
Skills
Management, Golf, Hospitality Management, Resorts, Strategic Planning, Product Development, Product Management, Event Management, Hospitality, Business Development, Hotels, Food & Beverage, Forecasting, Marketing, Golf Courses, Hospitality Industry, Budgets, New Business Development, Sales Management, Team Building, Customer Service
Education
James Madison University
The Golf Club at Lansdowne December 2004 - Present
Troon September 2010 - Present
Institutional Shareholder Services April 2003 - December 2004
Thomson Financial February 2001 - April 2003
Skills
Management, Golf, Hospitality Management, Resorts, Strategic Planning, Product Development, Product Management, Event Management, Hospitality, Business Development, Hotels, Food & Beverage, Forecasting, Marketing, Golf Courses, Hospitality Industry, Budgets, New Business Development, Sales Management, Team Building, Customer Service
Education
James Madison University
Suzy Iseid Suzy Iseid's Institutional Shareholder Services Experience January 1999 - January 2003
Job Compliance and Due Diligence Consultant at USAA Real Estate Company
Industry Management Consulting
Experience
USAA Real Estate Company April 2015 - Present
USAA Real Estate Company April 2015 - Present
Mansha Consulting LLC December 2013 - December 2014
Patton Boggs LLP April 2004 - December 2013
Institutional Shareholder Services January 1999 - January 2003
Bank of Jordan August 1997 - April 1998
Skills
Hedge Funds, Investments, CRM, Equities, Investor Relations, Management, Private Equity, Alternative Investments, Strategic Planning, Training, Corporate Governance, Mergers, Securities, Business Strategy, Due Diligence, Strategy, Manage Client..., Compliance
Education
Georgetown University - The McDonough School of Business 2008 — 2010
International Executive MBA
The University of Texas at Dallas 1995 — 1997
B.S.
USAA Real Estate Company April 2015 - Present
USAA Real Estate Company April 2015 - Present
Mansha Consulting LLC December 2013 - December 2014
Patton Boggs LLP April 2004 - December 2013
Institutional Shareholder Services January 1999 - January 2003
Bank of Jordan August 1997 - April 1998
Skills
Hedge Funds, Investments, CRM, Equities, Investor Relations, Management, Private Equity, Alternative Investments, Strategic Planning, Training, Corporate Governance, Mergers, Securities, Business Strategy, Due Diligence, Strategy, Manage Client..., Compliance
Education
Georgetown University - The McDonough School of Business 2008 — 2010
International Executive MBA
The University of Texas at Dallas 1995 — 1997
B.S.
Ray Regan Ray Regan's Institutional Shareholder Services Experience October 2001 - January 2007
Job Mobile Technology and Private Equity Consultant
Industry Venture Capital & Private Equity
Experience
Ascension Entertainment 2010 - Present
Acclaro Growth Partners December 2006 - Present
MicroStrategy June 2011 - June 2013
Acuity Mobile 2003 - 2009
Institutional Shareholder Services October 2001 - January 2007
City Tavern Club 2003 - 2007
Markowitz & McNaughton September 1996 - November 2000
Skills
Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Corporate Governance, Mergers, Venture Capital, Start-ups, Management Consulting, Business Planning, Entrepreneurship, New Business Development, Investor Relations, Due Diligence, Marketing, Competitive Analysis, Corporate Development, Strategic Partnerships, Strategic Consulting, Strategy, Mobile Marketing, Mobile Advertising, Mobile Design, Mobile Applications, Brand Management, Public Relations, Entrepreneurship..., Facebook Marketing, Knowledge Management, Mergers & Acquisitions, Consulting, Mobile Devices, Advertising, Digital Strategy, Social Media, Lead Generation, Executive Management, Mobile Technology, Analytics
Education
George Mason University
BS, Economics
Ascension Entertainment 2010 - Present
Acclaro Growth Partners December 2006 - Present
MicroStrategy June 2011 - June 2013
Acuity Mobile 2003 - 2009
Institutional Shareholder Services October 2001 - January 2007
City Tavern Club 2003 - 2007
Markowitz & McNaughton September 1996 - November 2000
Skills
Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Corporate Governance, Mergers, Venture Capital, Start-ups, Management Consulting, Business Planning, Entrepreneurship, New Business Development, Investor Relations, Due Diligence, Marketing, Competitive Analysis, Corporate Development, Strategic Partnerships, Strategic Consulting, Strategy, Mobile Marketing, Mobile Advertising, Mobile Design, Mobile Applications, Brand Management, Public Relations, Entrepreneurship..., Facebook Marketing, Knowledge Management, Mergers & Acquisitions, Consulting, Mobile Devices, Advertising, Digital Strategy, Social Media, Lead Generation, Executive Management, Mobile Technology, Analytics
Education
George Mason University
BS, Economics
Nahla Ivy's Institutional Shareholder Services Experience August 2005 - November 2007
Job Federal Risk Manager
Industry Government Administration
Experience
National Institute of Standards and Technology September 2013 - Present
U.S. Department of Energy September 2009 - September 2013
U.S. Department of Energy December 2010 - April 2011
RiskMetrics Group November 2007 - March 2009
Institutional Shareholder Services August 2005 - November 2007
Institutional Shareholder Services June 2004 - August 2005
Institutional Shareholder Services March 2000 - June 2004
Marasco Newton Group 1999 - 2000
Skills
Cross-functional Team..., Leadership, Policy Analysis, Program Management, Risk Management, Product Management, Economics, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA, Business Management & Strategy
William & Mary
B.A., Environmental Studies; Anthropology
National Institute of Standards and Technology September 2013 - Present
U.S. Department of Energy September 2009 - September 2013
U.S. Department of Energy December 2010 - April 2011
RiskMetrics Group November 2007 - March 2009
Institutional Shareholder Services August 2005 - November 2007
Institutional Shareholder Services June 2004 - August 2005
Institutional Shareholder Services March 2000 - June 2004
Marasco Newton Group 1999 - 2000
Skills
Cross-functional Team..., Leadership, Policy Analysis, Program Management, Risk Management, Product Management, Economics, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA, Business Management & Strategy
William & Mary
B.A., Environmental Studies; Anthropology
Ajay Ajmera's Institutional Shareholder Services Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
Deloitte September 2013 - Present
Deloitte Consulting May 2009 - September 2013
BearingPoint May 1999 - May 2009
KPMG Consulting, Inc. 1999 - 2003
Ciber 1998 - 1999
Institutional Shareholder Services 1997 - 1998
EDS January 1995 - June 1997
Skills
Business Process..., IT Strategy, Business Transformation, SDLC, Business Analysis, Cloud Computing, Management Consulting, PMO, Agile Methodologies, Business Process, Program Management, Integration, Change Management, Business Process..., ERP, Enterprise Architecture, Business Intelligence, Project Management
Education
University of Maryland College Park 1988 — 1993
B.S., Finance
Deloitte September 2013 - Present
Deloitte Consulting May 2009 - September 2013
BearingPoint May 1999 - May 2009
KPMG Consulting, Inc. 1999 - 2003
Ciber 1998 - 1999
Institutional Shareholder Services 1997 - 1998
EDS January 1995 - June 1997
Skills
Business Process..., IT Strategy, Business Transformation, SDLC, Business Analysis, Cloud Computing, Management Consulting, PMO, Agile Methodologies, Business Process, Program Management, Integration, Change Management, Business Process..., ERP, Enterprise Architecture, Business Intelligence, Project Management
Education
University of Maryland College Park 1988 — 1993
B.S., Finance
Moshe Cohen's Institutional Shareholder Services Experience March 2004 - May 2006
Job
Industry Financial Services
Experience
Fannie Mae April 2013 - Present
Celerity May 2006 - March 2013
Institutional Shareholder Services March 2004 - May 2006
Institutional Shareholder Services December 2001 - February 2003
Institutional Shareholder Services February 2001 - December 2001
Japan Exchange and Teaching Programme August 1998 - August 2000
Skills
Research, Management, Financial Services, Data Analysis, Business Analysis, Program Management, Project Management, Analysis, Risk Management, Business Development, Process Improvement, Financial Analysis, Portfolio Management, Strategic Planning, Product Management, Business Strategy, Team Leadership, Financial Modeling, Change Management, Cross-functional Team...
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Vassar College 1994 — 1998
BA, Political Science, Asian Studies (Japanese)
Fannie Mae April 2013 - Present
Celerity May 2006 - March 2013
Institutional Shareholder Services March 2004 - May 2006
Institutional Shareholder Services December 2001 - February 2003
Institutional Shareholder Services February 2001 - December 2001
Japan Exchange and Teaching Programme August 1998 - August 2000
Skills
Research, Management, Financial Services, Data Analysis, Business Analysis, Program Management, Project Management, Analysis, Risk Management, Business Development, Process Improvement, Financial Analysis, Portfolio Management, Strategic Planning, Product Management, Business Strategy, Team Leadership, Financial Modeling, Change Management, Cross-functional Team...
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Vassar College 1994 — 1998
BA, Political Science, Asian Studies (Japanese)
Greg Dimeris's Institutional Shareholder Services Experience May 2004 - December 2005
Job Marketing Communications Mgr., Network Designs, Inc.
Industry Marketing and Advertising
Experience
Network Designs, Inc. (Federal Aviation Administration - IdeaHub) August 2010 - Present
NSPRA December 2007 - August 2010
NRECA December 2005 - December 2007
Institutional Shareholder Services May 2004 - December 2005
Costco Wholesale October 2002 - January 2004
Skills
CSS, XHTML, Drupal, Marketing Strategy, International Business..., Editing, Web Content, Management, Marketing Communications, Integrated Marketing, Social Media, Social Media Marketing, Newsletters, Content Management, Web Analytics, Web Development, Internal Communications, Website Development, Marketing, Corporate Communications, Content Strategy
Education
Emerson College 2001 — 2002
M.A. Marketing Communications, Marketing
Indiana University of Pennsylvania 1997 — 2000
B.S. Communications Media/Advertising, Communications Media
Network Designs, Inc. (Federal Aviation Administration - IdeaHub) August 2010 - Present
NSPRA December 2007 - August 2010
NRECA December 2005 - December 2007
Institutional Shareholder Services May 2004 - December 2005
Costco Wholesale October 2002 - January 2004
Skills
CSS, XHTML, Drupal, Marketing Strategy, International Business..., Editing, Web Content, Management, Marketing Communications, Integrated Marketing, Social Media, Social Media Marketing, Newsletters, Content Management, Web Analytics, Web Development, Internal Communications, Website Development, Marketing, Corporate Communications, Content Strategy
Education
Emerson College 2001 — 2002
M.A. Marketing Communications, Marketing
Indiana University of Pennsylvania 1997 — 2000
B.S. Communications Media/Advertising, Communications Media
Dante Williams's Institutional Shareholder Services Experience 1998 - 2001
Job Quality Assurance Analyst at Pinnacle Data Systems, LLC
Industry Computer Software
Experience
Pinnacle Data Systems, LLC August 2014 - Present
ITT Technical Institute September 2011 - December 2013
FDIC August 2009 - September 2010
Williams & Connolly LLP September 2008 - November 2009
Crowell & Moring LLP March 2002 - September 2008
institutional shareholder services 1998 - 2001
FDIC 1991 - 1991
Skills
HTML, HTML 5, ASP.NET, SQL, VB.NET, Java, Research, Legal Research, Microsoft Excel, Microsoft Office, Software Development, Customer Service, PowerPoint, Microsoft SQL Server, Analysis, Visio, Strategic Planning, Financial Analysis, SharePoint, Public Policy, Team Building, Access, Financial Modeling, Project Management, Business Development, Policy
Education
Drexel University 1990 — 1995
Banneker High School 1986 — 1990
Pinnacle Data Systems, LLC August 2014 - Present
ITT Technical Institute September 2011 - December 2013
FDIC August 2009 - September 2010
Williams & Connolly LLP September 2008 - November 2009
Crowell & Moring LLP March 2002 - September 2008
institutional shareholder services 1998 - 2001
FDIC 1991 - 1991
Skills
HTML, HTML 5, ASP.NET, SQL, VB.NET, Java, Research, Legal Research, Microsoft Excel, Microsoft Office, Software Development, Customer Service, PowerPoint, Microsoft SQL Server, Analysis, Visio, Strategic Planning, Financial Analysis, SharePoint, Public Policy, Team Building, Access, Financial Modeling, Project Management, Business Development, Policy
Education
Drexel University 1990 — 1995
Banneker High School 1986 — 1990
Heidi Welsh's Institutional Shareholder Services Experience September 2005 - December 2006
Job Executive Director at Sustainable Investments Institute
Industry Financial Services
Experience
Sustainable Investments Institute October 2009 - Present
RiskMetrics Group January 2007 - March 2009
Global Reporting Initiative (GRI) 2008 - 2009
Institutional Shareholder Services September 2005 - December 2006
Investor Responsibility Research Center July 1988 - August 2005
Skills
Corporate Social..., Sustainability Reporting, Sustainability, Climate Change, Policy Analysis, Research, Governance, Project Management, Analysis, Carbon, Writing, Investments, Corporate Political..., Investor Relations, Strategic Communications, Sustainable Business, Energy, Strategy, Environmental Issues, Public Policy, Editing, Strategic Planning, Corporate Governance, Nonprofits, Management Consulting, Management, Stakeholder Engagement, Social Entrepreneurship, Sustainable Development
Education
George Mason University 1994 — 1997
M.S., conflict analysis & resolution
Carleton College 1984 — 1988
B.A., political science; science, technology & public policy
Sustainable Investments Institute October 2009 - Present
RiskMetrics Group January 2007 - March 2009
Global Reporting Initiative (GRI) 2008 - 2009
Institutional Shareholder Services September 2005 - December 2006
Investor Responsibility Research Center July 1988 - August 2005
Skills
Corporate Social..., Sustainability Reporting, Sustainability, Climate Change, Policy Analysis, Research, Governance, Project Management, Analysis, Carbon, Writing, Investments, Corporate Political..., Investor Relations, Strategic Communications, Sustainable Business, Energy, Strategy, Environmental Issues, Public Policy, Editing, Strategic Planning, Corporate Governance, Nonprofits, Management Consulting, Management, Stakeholder Engagement, Social Entrepreneurship, Sustainable Development
Education
George Mason University 1994 — 1997
M.S., conflict analysis & resolution
Carleton College 1984 — 1988
B.A., political science; science, technology & public policy
Ahaseem Patterson's Institutional Shareholder Services Experience February 2001 - December 2002
Job Vice President Client Solutions at ISS Corporate Services
Industry Financial Services
Experience
ISS Corporate Solutions May 2013 - Present
ISS Corporate Services An MSCI Brand May 2007 - April 2013
ISS Corporate Services, Inc. January 2003 - April 2007
Institutional Shareholder Services February 2001 - December 2002
Skills
Investments, Equities, Corporate Governance, Securities, Capital Markets, Mergers & Acquisitions, Risk Management, Hedge Funds, Asset Management, Financial Services, Portfolio Management, Due Diligence, Investor Relations, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Emerging Markets, Governance, Financial Modeling, Mutual Funds, Strategic Planning, Asset Managment, Mergers, Financial Risk, Alternative Investments, Business Strategy, Finance
Education
University of Maryland University College 2001 — 2005
ISS Corporate Solutions May 2013 - Present
ISS Corporate Services An MSCI Brand May 2007 - April 2013
ISS Corporate Services, Inc. January 2003 - April 2007
Institutional Shareholder Services February 2001 - December 2002
Skills
Investments, Equities, Corporate Governance, Securities, Capital Markets, Mergers & Acquisitions, Risk Management, Hedge Funds, Asset Management, Financial Services, Portfolio Management, Due Diligence, Investor Relations, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Emerging Markets, Governance, Financial Modeling, Mutual Funds, Strategic Planning, Asset Managment, Mergers, Financial Risk, Alternative Investments, Business Strategy, Finance
Education
University of Maryland University College 2001 — 2005
Jim Bilodeau's Institutional Shareholder Services Experience November 1999 - January 2006
Job Business Development Manager
Industry Research
Experience
EMIS - A Euromoney Institutional Investor Company 2014 - Present
Norbeck Capital 2010 - 2014
Dow Jones & Co. September 2008 - June 2010
The Riderwood Group January 2006 - August 2008
Institutional Shareholder Services November 1999 - January 2006
NewsEdge January 1994 - January 1998
Reuters July 1990 - January 1994
Riggs Bank March 1985 - June 1987
Skills
Private Equity, Mergers, Investment Banking, Finance, CRM, Corporate Governance, Securities, Series 7, Lead Generation, Sales Management, Negotiation, Selling, Capital Markets, Investments, Executive Management, Business Development, Mergers & Acquisitions, Enterprise Software, Solution Selling, Strategy, Start-ups, Strategic Partnerships, Venture Capital, Forecasting, Portfolio Management, Business Intelligence, Competitive Analysis, Investor Relations, Hedge Funds, Business Strategy
Education
William & Mary 1978 — 1981
B.A., Economics
The Catholic University of America 1976 — 1978
Bachelor of Arts (B.A.), Economics - transfered to W&M
Bishop O'Connell 1972 — 1976
College Prep
EMIS - A Euromoney Institutional Investor Company 2014 - Present
Norbeck Capital 2010 - 2014
Dow Jones & Co. September 2008 - June 2010
The Riderwood Group January 2006 - August 2008
Institutional Shareholder Services November 1999 - January 2006
NewsEdge January 1994 - January 1998
Reuters July 1990 - January 1994
Riggs Bank March 1985 - June 1987
Skills
Private Equity, Mergers, Investment Banking, Finance, CRM, Corporate Governance, Securities, Series 7, Lead Generation, Sales Management, Negotiation, Selling, Capital Markets, Investments, Executive Management, Business Development, Mergers & Acquisitions, Enterprise Software, Solution Selling, Strategy, Start-ups, Strategic Partnerships, Venture Capital, Forecasting, Portfolio Management, Business Intelligence, Competitive Analysis, Investor Relations, Hedge Funds, Business Strategy
Education
William & Mary 1978 — 1981
B.A., Economics
The Catholic University of America 1976 — 1978
Bachelor of Arts (B.A.), Economics - transfered to W&M
Bishop O'Connell 1972 — 1976
College Prep
Nancy Monroe's Institutional Shareholder Services Experience October 2001 - December 2002
Job Chief, Division of Marketing Communications at U.S. Fish & Wildlife Service
Industry Government Administration
Experience
U.S. Fish and Wildlife Service June 2014 - Present
Department of the Interior December 2009 - May 2014
High Performance Technologies, Inc. April 2008 - December 2009
Fannie Mae December 2002 - April 2008
Institutional Shareholder Services October 2001 - December 2002
SOTAS Telecommunications October 2000 - October 2001
Skills
Internal Communications, Budgeting, Marketing Communications, Strategic Communications, Strategic Planning, Corporate Communications, Public Relations, Event Management, Web Content Management, Communications Planning, Event Planning, Crisis Communications, Writing, Content Management, SharePoint, Social Media, Budgets, Strategy, Team Leadership, Program Management, Government, Management, Marketing Strategy, Marketing Management, Media Relations, Communication Training, Policy, Proposal Writing, Press Releases, Speech Writing
Education
Montgomery College
Certificaton, Web Development
Mount Vernon College / GW
B.A., Communications/Journalism
University of Maryland University College
M.S., Business Management and Marketing
U.S. Fish and Wildlife Service June 2014 - Present
Department of the Interior December 2009 - May 2014
High Performance Technologies, Inc. April 2008 - December 2009
Fannie Mae December 2002 - April 2008
Institutional Shareholder Services October 2001 - December 2002
SOTAS Telecommunications October 2000 - October 2001
Skills
Internal Communications, Budgeting, Marketing Communications, Strategic Communications, Strategic Planning, Corporate Communications, Public Relations, Event Management, Web Content Management, Communications Planning, Event Planning, Crisis Communications, Writing, Content Management, SharePoint, Social Media, Budgets, Strategy, Team Leadership, Program Management, Government, Management, Marketing Strategy, Marketing Management, Media Relations, Communication Training, Policy, Proposal Writing, Press Releases, Speech Writing
Education
Montgomery College
Certificaton, Web Development
Mount Vernon College / GW
B.A., Communications/Journalism
University of Maryland University College
M.S., Business Management and Marketing
David Lahire's Institutional Shareholder Services Experience July 2005 - December 2006
Job Senior Analyst, Corporate Governance/Proxy Voting at Glass, Lewis & Co.
Industry Financial Services
Experience
Glass, Lewis & Co. January 2015 - Present
Glass, Lewis & Co. June 2012 - December 2014
Glass, Lewis & Co. February 2012 - June 2012
RiskMetrics Group January 2007 - December 2009
ISS July 2005 - December 2006
Institutional Shareholder Services July 2005 - December 2006
IRRC December 1998 - July 2005
Investor Responsibility Research Center December 1998 - July 2005
Launchspace May 1998 - September 1998
US Naval Institute Military Database May 1995 - June 1997
Skills
Economic Policy, International Relations, Macroeconomics, International Trade, Portfolio Management, Economic Development, Foreign Policy, Economics, Political Science, Compliance, Politics, Emerging Markets, Policy, Governance, Corporate Governance, Management Consulting, Analysis, Data Analysis, Mergers, Project Management
Education
American University 1995 — 1998
Masters, International Economic Policy
American University 1991 — 1995
Bachelor, Economics/ International Affairs
Ecole Primaire Crauthem
Ecole Primaire Crauthem
Glass, Lewis & Co. January 2015 - Present
Glass, Lewis & Co. June 2012 - December 2014
Glass, Lewis & Co. February 2012 - June 2012
RiskMetrics Group January 2007 - December 2009
ISS July 2005 - December 2006
Institutional Shareholder Services July 2005 - December 2006
IRRC December 1998 - July 2005
Investor Responsibility Research Center December 1998 - July 2005
Launchspace May 1998 - September 1998
US Naval Institute Military Database May 1995 - June 1997
Skills
Economic Policy, International Relations, Macroeconomics, International Trade, Portfolio Management, Economic Development, Foreign Policy, Economics, Political Science, Compliance, Politics, Emerging Markets, Policy, Governance, Corporate Governance, Management Consulting, Analysis, Data Analysis, Mergers, Project Management
Education
American University 1995 — 1998
Masters, International Economic Policy
American University 1991 — 1995
Bachelor, Economics/ International Affairs
Ecole Primaire Crauthem
Ecole Primaire Crauthem
Peter Smorodin's Institutional Shareholder Services Experience April 2002 - Present
Job Senior Associate, Client Service Manager at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services May 2014 - Present
Institutional Shareholder Services April 2002 - Present
RiskMetrics 2002 - Present
MSCI Inc. July 2010 - April 2014
RiskMetrics Group October 2009 - August 2010
Risk Metrics Group March 2006 - September 2009
Risk Metrics Group April 2002 - May 2009
IRRC/ISS/Risk Metrics Group 2002 - May 2009
Risk Metrics Group 2002 - 2007
Risk Metrics Group April 2002 - March 2006
Skills
Corporate Governance, Process Improvement, Account Management, Risk Management, Salesforce.com, Business Analysis, CRM, Financial Services, Strategy, Business Strategy, Business Development
Education
Southern Illinois University, Edwardsville 1983 — 1988
ISS Institutional Shareholder Services May 2014 - Present
Institutional Shareholder Services April 2002 - Present
RiskMetrics 2002 - Present
MSCI Inc. July 2010 - April 2014
RiskMetrics Group October 2009 - August 2010
Risk Metrics Group March 2006 - September 2009
Risk Metrics Group April 2002 - May 2009
IRRC/ISS/Risk Metrics Group 2002 - May 2009
Risk Metrics Group 2002 - 2007
Risk Metrics Group April 2002 - March 2006
Skills
Corporate Governance, Process Improvement, Account Management, Risk Management, Salesforce.com, Business Analysis, CRM, Financial Services, Strategy, Business Strategy, Business Development
Education
Southern Illinois University, Edwardsville 1983 — 1988
Allen Heery's Institutional Shareholder Services Experience May 2014 - Present
Job Chief Financial Officer at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Russell Hutchinson's Institutional Shareholder Services Experience February 1999 - Present
Job Content Management at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services February 1999 - Present
Institutional Shareholder Services 1999 - Present
Institutional Shareholder Services 1999 - Present
Agora Publishing 1997 - 1999
Education
University of Baltimore 1995 — 1999
B.A. English, Technical Writing
Institutional Shareholder Services February 1999 - Present
Institutional Shareholder Services 1999 - Present
Institutional Shareholder Services 1999 - Present
Agora Publishing 1997 - 1999
Education
University of Baltimore 1995 — 1999
B.A. English, Technical Writing
Matt Halterman's Institutional Shareholder Services Experience September 1999 - March 2005
Job Director at Common Application
Industry Information Services
Experience
Common Application July 2014 - Present
Hobsons September 2008 - June 2014
RiskMetrics Group March 2005 - January 2008
Institutional Shareholder Services September 1999 - March 2005
Institutional Shareholder Services/Thomson Financial July 1998 - September 1999
Institutional Shareholder Services February 1994 - July 1998
Skills
Strategy, CRM, Salesforce.com, Lead Generation, Account Management, Management, Leadership, Sales, Human Resources, Training, Business Development, Enterprise Software, SaaS, Business Analysis
Education
East Carolina University
BA, Political Science & Geography
Common Application July 2014 - Present
Hobsons September 2008 - June 2014
RiskMetrics Group March 2005 - January 2008
Institutional Shareholder Services September 1999 - March 2005
Institutional Shareholder Services/Thomson Financial July 1998 - September 1999
Institutional Shareholder Services February 1994 - July 1998
Skills
Strategy, CRM, Salesforce.com, Lead Generation, Account Management, Management, Leadership, Sales, Human Resources, Training, Business Development, Enterprise Software, SaaS, Business Analysis
Education
East Carolina University
BA, Political Science & Geography
Francis T. Corcoran's Institutional Shareholder Services Experience 1989 - 1994
Job President & Chief Administrative Officer at The National Stock Exchange
Industry Financial Services
Experience
The National Stock Exchange December 2011 - Present
NYS Environmental Facilities Corporation 2004 - Present
Town of Bedford August 2003 - Present
Scotia Capital February 2009 - July 2010
Perimeter Financial Corp. June 2007 - March 2009
American Stock Exchange 2005 - 2007
Instinet 1997 - 2002
Institutional Shareholder Services 1989 - 1994
Skills
Team Leadership, Sales & Marketing..., Corporate Governance, Electronic Trading, Stock Exchange, Market Structure, Financial Markets, Alternative Trading..., algorithmic trading, Business Development, Business Strategy, Leadership Development, Direct Market Access, Dark Pools, Team Building, Equities, Finance, Management
Education
Iona College
Bachelor's degree, Cum Laude
The National Stock Exchange December 2011 - Present
NYS Environmental Facilities Corporation 2004 - Present
Town of Bedford August 2003 - Present
Scotia Capital February 2009 - July 2010
Perimeter Financial Corp. June 2007 - March 2009
American Stock Exchange 2005 - 2007
Instinet 1997 - 2002
Institutional Shareholder Services 1989 - 1994
Skills
Team Leadership, Sales & Marketing..., Corporate Governance, Electronic Trading, Stock Exchange, Market Structure, Financial Markets, Alternative Trading..., algorithmic trading, Business Development, Business Strategy, Leadership Development, Direct Market Access, Dark Pools, Team Building, Equities, Finance, Management
Education
Iona College
Bachelor's degree, Cum Laude
Elizabeth Gordon Kantrowitz's Institutional Shareholder Services Experience 1999 - 2005
Job Account Management
Industry Information Services
Experience
ISS An MSCI Brand February 2009 - Present
Sterling Testing Systems September 2005 - November 2008
Institutional Shareholder Services 1999 - 2005
Skills
New Business Development, Account Management, CRM, Business Development, Salesforce.com, Leadership, SaaS, Strategic Partnerships, Lead Generation, Vendor Management, Key Account Management, Sales Process, Competitive Analysis, Relationship Management, Business Analysis, Solution Selling
Education
University of Massachusetts, Amherst 1994 — 1998
BA, Polisci
ISS An MSCI Brand February 2009 - Present
Sterling Testing Systems September 2005 - November 2008
Institutional Shareholder Services 1999 - 2005
Skills
New Business Development, Account Management, CRM, Business Development, Salesforce.com, Leadership, SaaS, Strategic Partnerships, Lead Generation, Vendor Management, Key Account Management, Sales Process, Competitive Analysis, Relationship Management, Business Analysis, Solution Selling
Education
University of Massachusetts, Amherst 1994 — 1998
BA, Polisci
Erin Kelman's Institutional Shareholder Services Experience 2004 - Present
Job Quality Assurance Manager at RiskMetrics Group
Industry Financial Services
Experience
ISS An MSCI Brand April 2004 - Present
Institutional Shareholder Services 2004 - Present
Institutional Shareholder Services (ISS) 2004 - Present
YRC April 2000 - April 2004
Education
University of Maryland College Park 1996 — 1999
PHS
ISS An MSCI Brand April 2004 - Present
Institutional Shareholder Services 2004 - Present
Institutional Shareholder Services (ISS) 2004 - Present
YRC April 2000 - April 2004
Education
University of Maryland College Park 1996 — 1999
PHS
LaNae Cooke's Institutional Shareholder Services Experience October 1997 - October 2000
Job Healthcare Administrator
Industry Hospital & Health Care
Experience
Lexington Medical Center September 2012 - Present
PriceWaterhouseCoopers, Healthcare Advisory Practice June 2006 - September 2012
Foxhall MRI November 2003 - June 2004
Howard University Hospital 2000 - 2003
Institutional Shareholder Services October 1997 - October 2000
Skills
Accounting, Finance, Healthcare Management, Revenue Cycle, HIPAA, Healthcare, Medical Terminology, Hospitals, Medicare, Physicians, Auditing
Education
Howard University 1998 — 2001
M.B.A., Healthcare Administration
Howard University 1992 — 1997
B.B.A., Management
Lexington Medical Center September 2012 - Present
PriceWaterhouseCoopers, Healthcare Advisory Practice June 2006 - September 2012
Foxhall MRI November 2003 - June 2004
Howard University Hospital 2000 - 2003
Institutional Shareholder Services October 1997 - October 2000
Skills
Accounting, Finance, Healthcare Management, Revenue Cycle, HIPAA, Healthcare, Medical Terminology, Hospitals, Medicare, Physicians, Auditing
Education
Howard University 1998 — 2001
M.B.A., Healthcare Administration
Howard University 1992 — 1997
B.B.A., Management
Ravi Vaithinathan's Institutional Shareholder Services Experience February 2003 - December 2004
Job MBA recipient
Industry Financial Services
Experience
Fidelity Capital Markets August 2006 - August 2013
Fidelity Investments December 2005 - August 2006
Institutional Shareholder Services February 2003 - December 2004
Fidelity Investments October 2001 - September 2002
Redwood Investment Systems May 2000 - September 2000
Se February 1999 - May 2000
Fidelity Investments August 1996 - February 1999
Fidelity Investments August 1995 - August 1996
Skills
Fixed Income, Series 63, Research, Investments, Microsoft Office, Securities, Equities, Leadership, Market Research, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Finance, Project Management
Education
Hult International Business School 2013 — 2015
Master of Business Administration (MBA)
Clark University 1989 — 1993
BA, Psychology
Fidelity Capital Markets August 2006 - August 2013
Fidelity Investments December 2005 - August 2006
Institutional Shareholder Services February 2003 - December 2004
Fidelity Investments October 2001 - September 2002
Redwood Investment Systems May 2000 - September 2000
Se February 1999 - May 2000
Fidelity Investments August 1996 - February 1999
Fidelity Investments August 1995 - August 1996
Skills
Fixed Income, Series 63, Research, Investments, Microsoft Office, Securities, Equities, Leadership, Market Research, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Finance, Project Management
Education
Hult International Business School 2013 — 2015
Master of Business Administration (MBA)
Clark University 1989 — 1993
BA, Psychology
Rajeev Kumar, CFA's Institutional Shareholder Services Experience 2002 - 2007
Job Experienced corporate governance, investment research, M&A professional
Industry Investment Management
Experience
Georgeson January 2008 - Present
Institutional Shareholder Services 2002 - 2007
Pegasus Communications 2001 - 2002
Teligent 2000 - 2001
Sprint 1996 - 2000
Skills
Financial Modeling, Due Diligence, Corporate Finance, Strategy, Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Private Equity, Competitive Analysis, Capital Markets, Finance
Education
CFA Institute
Certified Financial Analyst
Tulane University - A.B. Freeman School of Business 1994 — 1996
Indian Railways Institute of Mechanical and Electrical Engineering 1987 — 1991
Bachelor of Science, Mechanical Engineering
Georgeson January 2008 - Present
Institutional Shareholder Services 2002 - 2007
Pegasus Communications 2001 - 2002
Teligent 2000 - 2001
Sprint 1996 - 2000
Skills
Financial Modeling, Due Diligence, Corporate Finance, Strategy, Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Private Equity, Competitive Analysis, Capital Markets, Finance
Education
CFA Institute
Certified Financial Analyst
Tulane University - A.B. Freeman School of Business 1994 — 1996
Indian Railways Institute of Mechanical and Electrical Engineering 1987 — 1991
Bachelor of Science, Mechanical Engineering
Nancy Adler's Institutional Shareholder Services Experience September 2013 - Present
Job Managing Director Head of Global Communications and Marketing
Industry Financial Services
Experience
Institutional Shareholder Services September 2013 - Present
Crain's New York Business February 2013 - September 2013
University of North Carolina at Chapel Hill October 2010 - February 2013
TouchTunes Interactive Networks January 2010 - October 2010
Crain Communications 2007 - 2009
Dow Jones 1998 - 2007
National Broadcasting Company 1994 - 1998
Backer Spielvogel bates 1986 - 1994
Skills
Team Leadership, Direct Marketing, Digital Marketing, Advertising, Strategy, New Media, Public Speaking, Digital Media, Marketing, Leadership, Management, Social Media, Sales, Strategic Leadership, Sales Operations, Advertising Sales, Integrated Marketing, Content Strategy
Education
Queens College
Institutional Shareholder Services September 2013 - Present
Crain's New York Business February 2013 - September 2013
University of North Carolina at Chapel Hill October 2010 - February 2013
TouchTunes Interactive Networks January 2010 - October 2010
Crain Communications 2007 - 2009
Dow Jones 1998 - 2007
National Broadcasting Company 1994 - 1998
Backer Spielvogel bates 1986 - 1994
Skills
Team Leadership, Direct Marketing, Digital Marketing, Advertising, Strategy, New Media, Public Speaking, Digital Media, Marketing, Leadership, Management, Social Media, Sales, Strategic Leadership, Sales Operations, Advertising Sales, Integrated Marketing, Content Strategy
Education
Queens College
Ben Sawyer's Institutional Shareholder Services Experience November 2010 - August 2012
Job Manager, Market Watch & Proxy Compliance at Intercontinental Exchange, Inc.
Industry Financial Services
Experience
Intercontinental Exchange, Inc. April 2015 - Present
IntercontinentalExchange, Inc. March 2014 - Present
NYSE Euronext November 2012 - March 2014
Institutional Shareholder Services November 2010 - August 2012
Wachovia Bank June 2010 - November 2010
Ekman Recycling January 2010 - June 2010
Amerigroup Corp July 2009 - December 2009
Virginia Beach Public Schools November 2004 - June 2009
Frank Media Group May 2005 - August 2005
Scott & Stringfellow March 2004 - May 2004
Skills
Finance, Risk Management
Education
Strome College of Business 2006 — 2008
MBA, Business Administration/Finance
Old Dominion University 2003 — 2005
B.S.B.A, Finance
Intercontinental Exchange, Inc. April 2015 - Present
IntercontinentalExchange, Inc. March 2014 - Present
NYSE Euronext November 2012 - March 2014
Institutional Shareholder Services November 2010 - August 2012
Wachovia Bank June 2010 - November 2010
Ekman Recycling January 2010 - June 2010
Amerigroup Corp July 2009 - December 2009
Virginia Beach Public Schools November 2004 - June 2009
Frank Media Group May 2005 - August 2005
Scott & Stringfellow March 2004 - May 2004
Skills
Finance, Risk Management
Education
Strome College of Business 2006 — 2008
MBA, Business Administration/Finance
Old Dominion University 2003 — 2005
B.S.B.A, Finance
Keonia Cobbins's Institutional Shareholder Services Experience June 1998 - June 1999
Job Program Analyst at General Services Administration
Industry Information Technology and Services
Experience
General Services Administration August 2003 - Present
Verizon Center January 2001 - August 2013
MCI Worldcom December 2001 - August 2003
MCI Worldcom June 1999 - November 2001
Institutional Shareholder Services June 1998 - June 1999
GEICO January 1996 - June 1998
Education
Marymount University 2000 — 2003
2003
Howard University 1994 — 1998
BBA
Tougaloo College 1992 — 1994
General Services Administration August 2003 - Present
Verizon Center January 2001 - August 2013
MCI Worldcom December 2001 - August 2003
MCI Worldcom June 1999 - November 2001
Institutional Shareholder Services June 1998 - June 1999
GEICO January 1996 - June 1998
Education
Marymount University 2000 — 2003
2003
Howard University 1994 — 1998
BBA
Tougaloo College 1992 — 1994
Challie (Dunn) Clemons SPHR, CCP, MBA's Institutional Shareholder Services Experience August 2008 - December 2009
Job Accomplished Compensation & Benefits Professional
Industry Consumer Services
Experience
Independent October 2012 - Present
SRA International November 2011 - October 2012
ServiceSource January 2010 - October 2011
Institutional Shareholder Services August 2008 - December 2009
Lockheed Martin Corporate Headquarters May 2004 - July 2008
TQ3Navigant April 2003 - May 2004
Interstate Resources, Inc. April 2001 - April 2003
Mercer Human Resource Consulting December 1998 - March 2001
Skills
Compensation & Benefit, Executive Pay, Incentive Programs, Salary, Employee Benefits, HR Policies, HRIS, Workforce Planning, Benefits Administration, Onboarding, Human Resources, Personnel Management, Organizational..., Performance Management, Job Analysis, Employee Relations, Compensation Structure..., FLSA, Compensation Structures, New Hire Orientations, FMLA, Recruiting, Labor Relations, Employment Law, SPHR
Education
The Johns Hopkins University 1999 — 2002
MBA, Business Administration
University of Florida 1993 — 1998
BS, Human Resource Management
Independent October 2012 - Present
SRA International November 2011 - October 2012
ServiceSource January 2010 - October 2011
Institutional Shareholder Services August 2008 - December 2009
Lockheed Martin Corporate Headquarters May 2004 - July 2008
TQ3Navigant April 2003 - May 2004
Interstate Resources, Inc. April 2001 - April 2003
Mercer Human Resource Consulting December 1998 - March 2001
Skills
Compensation & Benefit, Executive Pay, Incentive Programs, Salary, Employee Benefits, HR Policies, HRIS, Workforce Planning, Benefits Administration, Onboarding, Human Resources, Personnel Management, Organizational..., Performance Management, Job Analysis, Employee Relations, Compensation Structure..., FLSA, Compensation Structures, New Hire Orientations, FMLA, Recruiting, Labor Relations, Employment Law, SPHR
Education
The Johns Hopkins University 1999 — 2002
MBA, Business Administration
University of Florida 1993 — 1998
BS, Human Resource Management
Anna C. Willis's Institutional Shareholder Services Experience 1999 - 2009
Job Director of Business Development at Glass Lewis & Co.
Industry Financial Services
Experience
Glass Lewis & Co. 2010 - Present
RiskMetrics Group (formerly Institutional Shareholder Services) 2009 - 2010
Institutional Shareholder Services 1999 - 2009
ChartWorks / Visual Mining 1998 - 1999
Falcon Microsystems 1988 - 1994
Skills
Corporate Governance, Compliance, Governance, Business Strategy, Sales Management, Customer Relations, Negotiation, Due Diligence, Account Management, Problem Solving, Process Improvement, Direct Sales, Contract Negotiation, Leadership, Strategy, Salesforce.com, Risk Management, Training, Financial Services, Sales, Mergers & Acquisitions, Strategic Partnerships, Business Planning, New Business Development, CRM, Investments, Business Development, Customer Service, Analysis, Management, Business Analysis, Program Management, Start-ups, Project Management
Education
University of North Carolina at Chapel Hill
BS - Business Administration, Business and Marketing
Glass Lewis & Co. 2010 - Present
RiskMetrics Group (formerly Institutional Shareholder Services) 2009 - 2010
Institutional Shareholder Services 1999 - 2009
ChartWorks / Visual Mining 1998 - 1999
Falcon Microsystems 1988 - 1994
Skills
Corporate Governance, Compliance, Governance, Business Strategy, Sales Management, Customer Relations, Negotiation, Due Diligence, Account Management, Problem Solving, Process Improvement, Direct Sales, Contract Negotiation, Leadership, Strategy, Salesforce.com, Risk Management, Training, Financial Services, Sales, Mergers & Acquisitions, Strategic Partnerships, Business Planning, New Business Development, CRM, Investments, Business Development, Customer Service, Analysis, Management, Business Analysis, Program Management, Start-ups, Project Management
Education
University of North Carolina at Chapel Hill
BS - Business Administration, Business and Marketing
Richard Ferlauto's Institutional Shareholder Services Experience 1997 - 2002
Job Investor Education and Advocacy
Industry Investment Management
Experience
Securities and Exchange Commission 2010 - Present
AFSCME February 2002 - December 2009
Institutional Shareholder Services 1997 - 2002
Center for Policy Alternatives 1992 - 1997
Skills
Asset Managment, Emerging Markets, Due Diligence, Corporate Finance, Mergers, Portfolio Management, Securities, Financial Analysis, Investor Relations, Financial Services, Financial Modeling, Executive Management, Alternative Investments, Capital Markets, Mergers & Acquisitions, Policy, Asset Management, Private Equity, Governance, Management, Economics, Educational Outreach, Securities Regulation, Financial Markets, Investment Banking, Strategy, Equities, Hedge Funds, Fixed Income, Valuation, Venture Capital, Mutual Funds
Education
East Brunswick High School
Georgetown University
Securities and Exchange Commission 2010 - Present
AFSCME February 2002 - December 2009
Institutional Shareholder Services 1997 - 2002
Center for Policy Alternatives 1992 - 1997
Skills
Asset Managment, Emerging Markets, Due Diligence, Corporate Finance, Mergers, Portfolio Management, Securities, Financial Analysis, Investor Relations, Financial Services, Financial Modeling, Executive Management, Alternative Investments, Capital Markets, Mergers & Acquisitions, Policy, Asset Management, Private Equity, Governance, Management, Economics, Educational Outreach, Securities Regulation, Financial Markets, Investment Banking, Strategy, Equities, Hedge Funds, Fixed Income, Valuation, Venture Capital, Mutual Funds
Education
East Brunswick High School
Georgetown University
Jodi D'Ambrosio's Institutional Shareholder Services Experience 1995 - 2004
Job Goaloriented professional with significant management experience
Industry Financial Services
Experience
Mediant Communications March 2011 - February 2013
Proxy Governance June 2005 - February 2011
Institutional Shareholder Services 1995 - 2004
Skills
Financial Services, Management, Leadership, Account Management, Operations Management, Key Account Management, Superior Client Service, Training, Personnel Management, Procedures Documentation, Sales Process, Process Improvement, Highly motivated..., SQL, Salesforce.com, Microsoft Word, PowerPoint, SugarCRM, Access Database, Work Well Independently, Microsoft Excel, System Design
Education
University of Arizona, Eller College of Management 1992 — 1994
BSPA, Public Administration
Mediant Communications March 2011 - February 2013
Proxy Governance June 2005 - February 2011
Institutional Shareholder Services 1995 - 2004
Skills
Financial Services, Management, Leadership, Account Management, Operations Management, Key Account Management, Superior Client Service, Training, Personnel Management, Procedures Documentation, Sales Process, Process Improvement, Highly motivated..., SQL, Salesforce.com, Microsoft Word, PowerPoint, SugarCRM, Access Database, Work Well Independently, Microsoft Excel, System Design
Education
University of Arizona, Eller College of Management 1992 — 1994
BSPA, Public Administration
Barbara Siracusa Kaz's Institutional Shareholder Services Experience September 2003 - July 2005
Job VP/Project Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2010 - Present
Nevada State Bank August 2008 - March 2010
City National Bank August 2005 - August 2008
Institutional Shareholder Services September 2003 - July 2005
SmartForce, formerly CBT Systems, merged with Skillsoft 2000 - 2002
Primark 1996 - 2001
Interactive Data 1989 - 1998
Skills
Banking, Financial Analysis, Management, Investments, Due Diligence, Financial Services, Relationship Management, Business Development, Team Leadership, Customer Service, Sales, Portfolio Management, Real Estate, Loans, Leadership, Competitive Analysis, Credit, Finance, Commercial Banking, Analysis, CRM, Strategy, Credit Analysis, Risk Management, Retail Banking, Treasury Management, Mortgage Lending, Asset Management, Commercial Lending
Education
California State University-Northridge 1983 — 1988
Bachelor, Economics
California Bank & Trust March 2010 - Present
Nevada State Bank August 2008 - March 2010
City National Bank August 2005 - August 2008
Institutional Shareholder Services September 2003 - July 2005
SmartForce, formerly CBT Systems, merged with Skillsoft 2000 - 2002
Primark 1996 - 2001
Interactive Data 1989 - 1998
Skills
Banking, Financial Analysis, Management, Investments, Due Diligence, Financial Services, Relationship Management, Business Development, Team Leadership, Customer Service, Sales, Portfolio Management, Real Estate, Loans, Leadership, Competitive Analysis, Credit, Finance, Commercial Banking, Analysis, CRM, Strategy, Credit Analysis, Risk Management, Retail Banking, Treasury Management, Mortgage Lending, Asset Management, Commercial Lending
Education
California State University-Northridge 1983 — 1988
Bachelor, Economics
Nina Chance's Institutional Shareholder Services Experience January 2002 - August 2007
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) August 2010 - Present
CoStar Group July 2009 - July 2010
RiskMetrics Group September 2007 - July 2009
Institutional Shareholder Services January 2002 - August 2007
Institutional Shareholder Services February 1999 - December 2001
Education
University of Wyoming 1996 — 1998
MS, Economics
The American University of Paris 1994 — 1996
BA, International Economics
Financial Industry Regulatory Authority (FINRA) August 2010 - Present
CoStar Group July 2009 - July 2010
RiskMetrics Group September 2007 - July 2009
Institutional Shareholder Services January 2002 - August 2007
Institutional Shareholder Services February 1999 - December 2001
Education
University of Wyoming 1996 — 1998
MS, Economics
The American University of Paris 1994 — 1996
BA, International Economics
Newell Middleton's Institutional Shareholder Services Experience January 2000 - August 2001
Job Financial Analyst at LaCie
Industry Computer Hardware
Experience
LaCie April 2007 - Present
Cascadia Behavioral Healthcare November 2001 - April 2007
Institutional Shareholder Services January 2000 - August 2001
Skills
Fluent in French, MAS 200, SAP, Forecasting, Accounting, Account Management, Management, Financial Reporting, Finance, Microsoft Excel, Financial Analysis, Product Marketing, Analysis, Sales
Education
American University - Kogod School of Business 1996 — 2000
BSBA, International Finance
LaCie April 2007 - Present
Cascadia Behavioral Healthcare November 2001 - April 2007
Institutional Shareholder Services January 2000 - August 2001
Skills
Fluent in French, MAS 200, SAP, Forecasting, Accounting, Account Management, Management, Financial Reporting, Finance, Microsoft Excel, Financial Analysis, Product Marketing, Analysis, Sales
Education
American University - Kogod School of Business 1996 — 2000
BSBA, International Finance
Kimberly Lanier Silver's Institutional Shareholder Services Experience August 2002 - January 2007
Job Director at Risk Metrics Group
Industry Financial Services
Experience
Risk Metrics Group January 2007 - Present
Institutional Shareholder Services August 2002 - January 2007
Education
Howard University
Risk Metrics Group January 2007 - Present
Institutional Shareholder Services August 2002 - January 2007
Education
Howard University
Ammar Rangwala's Institutional Shareholder Services Experience April 2002 - May 2003
Job Not Sure
Industry Farming
Experience
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Tiffany Romello's Institutional Shareholder Services Experience March 2006 - December 2007
Job Veterinary Technician at VCA Antech
Industry Hospital & Health Care
Experience
VCA Antech November 2012 - Present
VCA Antech July 2011 - November 2012
MSCI Inc. February 2004 - February 2011
RISKMETRICS GROUP (now part of MSCI) 2008 - 2011
Institutional Shareholder Services March 2006 - December 2007
Institutional Shareholder Services February 2004 - March 2006
Skills
Governance, Corporate Governance, Securities, Financial Services, Risk Management, Asset Managment, Salesforce.com, Equities, Relationship Management, Portfolio Management, Business Strategy, Hedge Funds, Investments, Financial Risk, Leadership
Education
Mount St. Mary's University 1998 — 2002
BS, Chemistry
Eleanor Roosevelt 1994 — 1996
VCA Antech November 2012 - Present
VCA Antech July 2011 - November 2012
MSCI Inc. February 2004 - February 2011
RISKMETRICS GROUP (now part of MSCI) 2008 - 2011
Institutional Shareholder Services March 2006 - December 2007
Institutional Shareholder Services February 2004 - March 2006
Skills
Governance, Corporate Governance, Securities, Financial Services, Risk Management, Asset Managment, Salesforce.com, Equities, Relationship Management, Portfolio Management, Business Strategy, Hedge Funds, Investments, Financial Risk, Leadership
Education
Mount St. Mary's University 1998 — 2002
BS, Chemistry
Eleanor Roosevelt 1994 — 1996
Steve Traylor's Institutional Shareholder Services Experience January 2008 - Present
Job Client Service Consultant at Institutional Shareholder Services
Industry Financial Services
Experience
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
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
David Oliver Cooper's Institutional Shareholder Services Experience February 1993 - May 1993
Job Independent Contractor
Industry Financial Services
Experience
freelance September 2001 - Present
Morgan Stanley Capital International November 2000 - September 2001
Chubb Group of Insurance Companies June 1993 - August 1998
Institutional Shareholder Services February 1993 - May 1993
Nakatsugawa Commercial High School July 1991 - July 1992
L’Institut Pierre Simon de Laplace September 1990 - December 1990
Skills
Competitive Analysis, Marketing Strategy, Emerging Markets, Financial Risk, Finance, Marketing, Non-profits, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Hedge Funds, Private Equity, Due Diligence
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Economics, Marketing, Strategic Management, Organizational Behavior
University of Virginia 1986 — 1990
BA, Economics, Foreign Affairs
freelance September 2001 - Present
Morgan Stanley Capital International November 2000 - September 2001
Chubb Group of Insurance Companies June 1993 - August 1998
Institutional Shareholder Services February 1993 - May 1993
Nakatsugawa Commercial High School July 1991 - July 1992
L’Institut Pierre Simon de Laplace September 1990 - December 1990
Skills
Competitive Analysis, Marketing Strategy, Emerging Markets, Financial Risk, Finance, Marketing, Non-profits, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Hedge Funds, Private Equity, Due Diligence
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Economics, Marketing, Strategic Management, Organizational Behavior
University of Virginia 1986 — 1990
BA, Economics, Foreign Affairs
Matthew Natonick's Institutional Shareholder Services Experience 2005 - 2007
Job Social Platform Project Manager at Nike
Industry Information Technology and Services
Experience
Nike July 2013 - Present
Bloomberg Government April 2011 - June 2013
Liquidity Services, Inc. January 2010 - April 2011
RiskMetrics Group July 2005 - December 2009
Institutional Shareholder Services 2005 - 2007
IRRC May 2004 - July 2005
Investor Responsibility Research Center 2004 - 2005
Skills
Process Improvement, Project Management, Training, Product Development, Account Management, Salesforce.com, Business Analysis, Team Leadership, Leadership, Data Analysis, CRM, Analysis, Customer Service, Analytics, Team Management, Management, Strategy, Business Development
Education
The Johns Hopkins University - Carey Business School 2006 — 2010
MBA, Management
William Carey College 1999 — 2002
Bachelor of Science, Psychology
Nike July 2013 - Present
Bloomberg Government April 2011 - June 2013
Liquidity Services, Inc. January 2010 - April 2011
RiskMetrics Group July 2005 - December 2009
Institutional Shareholder Services 2005 - 2007
IRRC May 2004 - July 2005
Investor Responsibility Research Center 2004 - 2005
Skills
Process Improvement, Project Management, Training, Product Development, Account Management, Salesforce.com, Business Analysis, Team Leadership, Leadership, Data Analysis, CRM, Analysis, Customer Service, Analytics, Team Management, Management, Strategy, Business Development
Education
The Johns Hopkins University - Carey Business School 2006 — 2010
MBA, Management
William Carey College 1999 — 2002
Bachelor of Science, Psychology
Ruel Gumagay's Institutional Shareholder Services Experience December 2003 - October 2006
Job Manager Database and Software Engineering Group at CGI Federal
Industry Information Technology and Services
Experience
CGI Federal October 2006 - Present
Institutional Shareholder Services December 2003 - October 2006
PGI March 2001 - December 2003
Skills
ETL, Integration, Databases, Software Project..., Oracle, Management, Software Engineering, SQL, SDLC, Requirements Analysis, Process Improvement, Enterprise Architecture, Microsoft SQL Server, Business Analysis, Business Intelligence
Education
The George Washington University 2005 — 2007
Master of Science, Engineering Management
Towson University 1995 — 1997
Bachelor of Science, Finance
CGI Federal October 2006 - Present
Institutional Shareholder Services December 2003 - October 2006
PGI March 2001 - December 2003
Skills
ETL, Integration, Databases, Software Project..., Oracle, Management, Software Engineering, SQL, SDLC, Requirements Analysis, Process Improvement, Enterprise Architecture, Microsoft SQL Server, Business Analysis, Business Intelligence
Education
The George Washington University 2005 — 2007
Master of Science, Engineering Management
Towson University 1995 — 1997
Bachelor of Science, Finance
Chor-Ching Fan's Institutional Shareholder Services Experience July 2004 - September 2006
Job Product Strategy and Analytics Leader
Industry Information Technology and Services
Experience
Marketlocity September 2014 - Present
American Red Cross November 2012 - September 2014
Logi Analytics April 2011 - November 2012
Deltek February 2010 - April 2011
JackBe August 2006 - January 2010
Institutional Shareholder Services July 2004 - September 2006
GE Information Services June 1996 - July 2004
Skills
Program Management, SaaS, Cross-functional Team..., Product Management, Product Development, Agile Methodologies, Enterprise Software, PMP, Process Improvement, Project Management, Product Marketing, Big Data, Advanced Analytics, Mobile Applications, Six Sigma Black Belt, Business Intelligence, SOA, Enterprise Integration, Analytics, Six Sigma, Integration
Education
Virginia Polytechnic Institute and State University 1991 — 1996
BS, Accounting Information Systems
Virginia Polytechnic Institute and State University 1991 — 1996
BS, Finance
Massachusetts Institute of Technology - Sloan School of Management
Technology Management Executive Program
Marketlocity September 2014 - Present
American Red Cross November 2012 - September 2014
Logi Analytics April 2011 - November 2012
Deltek February 2010 - April 2011
JackBe August 2006 - January 2010
Institutional Shareholder Services July 2004 - September 2006
GE Information Services June 1996 - July 2004
Skills
Program Management, SaaS, Cross-functional Team..., Product Management, Product Development, Agile Methodologies, Enterprise Software, PMP, Process Improvement, Project Management, Product Marketing, Big Data, Advanced Analytics, Mobile Applications, Six Sigma Black Belt, Business Intelligence, SOA, Enterprise Integration, Analytics, Six Sigma, Integration
Education
Virginia Polytechnic Institute and State University 1991 — 1996
BS, Accounting Information Systems
Virginia Polytechnic Institute and State University 1991 — 1996
BS, Finance
Massachusetts Institute of Technology - Sloan School of Management
Technology Management Executive Program
James Suriano, MBA, CIA's Institutional Shareholder Services Experience August 2003 - September 2005
Job Senior Director of Audit at BAE Systems
Industry Defense & Space
Experience
BAE Systems October 2008 - Present
Harman International December 2006 - September 2008
American Red Cross September 2005 - December 2006
Institutional Shareholder Services August 2003 - September 2005
Verizon Wireless August 1997 - August 2003
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Compliance, Internal Audit, Risk Management, Risk Assessment, Business Process...
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
MBA, Finance
State University of New York at Albany 1993 — 1997
Bachelor’s Degree, Psychology
BAE Systems October 2008 - Present
Harman International December 2006 - September 2008
American Red Cross September 2005 - December 2006
Institutional Shareholder Services August 2003 - September 2005
Verizon Wireless August 1997 - August 2003
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Compliance, Internal Audit, Risk Management, Risk Assessment, Business Process...
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
MBA, Finance
State University of New York at Albany 1993 — 1997
Bachelor’s Degree, Psychology
Jeff Kraus's Institutional Shareholder Services Experience October 1999 - Present
Job Tech Lead Application Development at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services October 1999 - Present
Financial Technologies August 1989 - October 1999
Central Intelligence Agency October 1985 - August 1989
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Computer Science
Institutional Shareholder Services October 1999 - Present
Financial Technologies August 1989 - October 1999
Central Intelligence Agency October 1985 - August 1989
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Computer Science
Frank Horton's Institutional Shareholder Services Experience March 1997 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
ISS CORPORATE SERVICES February 2011 - June 2011
Thomson Reuters March 1997 - July 2010
THOMSON REUTERS (formerly Thomson Financial) March 1997 - June 2010
THOMSON REUTERS (formerly Thomson Financial) March 1997 - June 2010
Thomson Financial January 2001 - January 2003
Institutional Shareholder Services March 1997 - August 2001
Institutional Shareholder Services January 1997 - January 2001
CONFERENCE CALL USA January 1994 - January 1997
MANPOWER TEMPORARY AGENCY January 1993 - January 1994
Education
University of Maryland College Park 1988 — 1993
BA, Urban Studies
University of Maryland College
B.A, Urban Studies
ISS CORPORATE SERVICES February 2011 - June 2011
Thomson Reuters March 1997 - July 2010
THOMSON REUTERS (formerly Thomson Financial) March 1997 - June 2010
THOMSON REUTERS (formerly Thomson Financial) March 1997 - June 2010
Thomson Financial January 2001 - January 2003
Institutional Shareholder Services March 1997 - August 2001
Institutional Shareholder Services January 1997 - January 2001
CONFERENCE CALL USA January 1994 - January 1997
MANPOWER TEMPORARY AGENCY January 1993 - January 1994
Education
University of Maryland College Park 1988 — 1993
BA, Urban Studies
University of Maryland College
B.A, Urban Studies
Robert Kalb's Institutional Shareholder Services Experience November 2013 - Present
Job Corporate Governance Associate at Institutional Shareholder Services
Industry Information Technology and Services
Experience
Institutional Shareholder Services November 2013 - Present
Thomson Reuters August 2010 - November 2013
Thomson Reuters May 2006 - August 2010
Thomson Reuters October 2005 - May 2006
UHY Advisors May 2000 - August 2001
Skills
Data Analysis, Analysis, Research, Legal Research, Analytics, Corporate Governance, Securities, Stocks, Investments, EDGAR, Product Development, SQL, FoxPro, Aviation, Commercial Aviation, EDGAR filings, Thomson One Banker
Education
Boston University Graduate School of Management 2013 — 2014
Graduate Certificate - Financial Markets
Loyola College in Maryland 2001 — 2005
B.A, Economics
Institutional Shareholder Services November 2013 - Present
Thomson Reuters August 2010 - November 2013
Thomson Reuters May 2006 - August 2010
Thomson Reuters October 2005 - May 2006
UHY Advisors May 2000 - August 2001
Skills
Data Analysis, Analysis, Research, Legal Research, Analytics, Corporate Governance, Securities, Stocks, Investments, EDGAR, Product Development, SQL, FoxPro, Aviation, Commercial Aviation, EDGAR filings, Thomson One Banker
Education
Boston University Graduate School of Management 2013 — 2014
Graduate Certificate - Financial Markets
Loyola College in Maryland 2001 — 2005
B.A, Economics
LaShaunda Erickson's Institutional Shareholder Services Experience August 2004 - July 2006
Job Analyst
Industry Information Technology and Services
Experience
Diversified Contractors July 2012 - November 2013
Dynamics Research Corporation July 2006 - March 2011
Dynamics Research Corporation July 2006 - March 2011
Institutional Shareholder Services August 2004 - July 2006
Bachurski Associates, Inc May 2000 - August 2004
Skills
Business Analysis, Databases, Data Analysis, Human Resources, Microsoft Excel, Management, Microsoft SQL Server, Access, Analysis, Microsoft Office, Process Improvement, Customer Service, Security, Time Management, Training
Education
University of Phoenix
Spelman College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Spelman College
Bachelor's, Economics
Diversified Contractors July 2012 - November 2013
Dynamics Research Corporation July 2006 - March 2011
Dynamics Research Corporation July 2006 - March 2011
Institutional Shareholder Services August 2004 - July 2006
Bachurski Associates, Inc May 2000 - August 2004
Skills
Business Analysis, Databases, Data Analysis, Human Resources, Microsoft Excel, Management, Microsoft SQL Server, Access, Analysis, Microsoft Office, Process Improvement, Customer Service, Security, Time Management, Training
Education
University of Phoenix
Spelman College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Spelman College
Bachelor's, Economics
Jolene Dugan's Institutional Shareholder Services Experience January 2001 - Present
Job Corporate Governance Analyst, Writer
Industry Financial Services
Experience
Institutional Shareholder Services January 2001 - Present
Diamond Veterinary Clinic 2007 - 2009
HOWL Wildlife Center 1999 - 2000
Seattle Aquarium 1996 - 2000
University of Washington - BatLab April 1998 - September 1999
Skills
Writing, Editing, Animal Behavior, Animal Work, Animal Husbandry, Corporate Governance, Qualitative Research, Executive Compensation
Education
University of Washington 1998 — 2000
Bachelor of Science (B.S.), Zoology/Animal Biology
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Institutional Shareholder Services January 2001 - Present
Diamond Veterinary Clinic 2007 - 2009
HOWL Wildlife Center 1999 - 2000
Seattle Aquarium 1996 - 2000
University of Washington - BatLab April 1998 - September 1999
Skills
Writing, Editing, Animal Behavior, Animal Work, Animal Husbandry, Corporate Governance, Qualitative Research, Executive Compensation
Education
University of Washington 1998 — 2000
Bachelor of Science (B.S.), Zoology/Animal Biology
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Joseph Rampp's Institutional Shareholder Services Experience October 2001 - July 2012
Job
Industry
Experience
INSTITUTIONAL SHAREHOLDER SERVICES October 2001 - July 2012
SAM GOODYS 1996 - 2000
Skills
Training, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Customer-focused, Corporate Governance, Organization, Prioritize Workload, Data Maintenance, Query Resolution, Data Collection, Process Improvement, Procedure Review
Education
The Johns Hopkins University
Master of Liberal Arts
University of Baltimore
Bachelor of Arts (B.A.), English Language and Literature/Letters
INSTITUTIONAL SHAREHOLDER SERVICES October 2001 - July 2012
SAM GOODYS 1996 - 2000
Skills
Training, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Customer-focused, Corporate Governance, Organization, Prioritize Workload, Data Maintenance, Query Resolution, Data Collection, Process Improvement, Procedure Review
Education
The Johns Hopkins University
Master of Liberal Arts
University of Baltimore
Bachelor of Arts (B.A.), English Language and Literature/Letters
ISS Institutional Shareholder Services
Henderson Global Investors
Long-Term Capital Management
ESL Investments
Allied Minds
Allied Minds, Inc.
Khazanah Nasional