Investment Company Institute
Description
The Investment Company Institute is the leading global association of regulated funds, including mutual funds, exchange-traded funds, closed-end funds and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide. Founded: 1940 Formerly called: National Association of Investment Companies Main organ: Board of directors Chairman: William F. "Ted" Truscott Vice Chairman: William McNabb Location: Washington, DC
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Investment Company Institute Employees
Employee
Years
Job
Industry
Shannon Billings Shannon Billings's Investment Company Institute Experience October 1999 - June 2004
Job Chief Financial Officer & Chief of Staff at American Council of Young Political Leaders
Industry Nonprofit Organization Management
Experience
American Council of Young Political Leaders April 2013 - Present
Alliance for Justice July 2011 - November 2012
Sierra Club May 2006 - July 2011
The Loeffler Group June 2004 - May 2006
Investment Company Institute October 1999 - June 2004
Investment Company Institute February 1995 - October 1999
EMILY's List July 1989 - November 1994
Democratic Senatorial Campaign Committee January 1988 - June 1989
Skills
Campaign Finance, Politics, Program Management, Election Law, 501c3, Legal Compliance, Training, Program Development, Staff Management, Policy, Non-profits, Nonprofits, Volunteer Management, Coalitions, Political Campaigns, Public Policy, Government, Grassroots Organizing, Grants, Public Affairs, Grassroots
Education
Bates College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
American Council of Young Political Leaders April 2013 - Present
Alliance for Justice July 2011 - November 2012
Sierra Club May 2006 - July 2011
The Loeffler Group June 2004 - May 2006
Investment Company Institute October 1999 - June 2004
Investment Company Institute February 1995 - October 1999
EMILY's List July 1989 - November 1994
Democratic Senatorial Campaign Committee January 1988 - June 1989
Skills
Campaign Finance, Politics, Program Management, Election Law, 501c3, Legal Compliance, Training, Program Development, Staff Management, Policy, Non-profits, Nonprofits, Volunteer Management, Coalitions, Political Campaigns, Public Policy, Government, Grassroots Organizing, Grants, Public Affairs, Grassroots
Education
Bates College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Aaron Friedman Aaron Friedman's Investment Company Institute Experience May 2015 - Present
Job Incoming Associate at Wilmer Cutler Pickering Hale and Dorr LLP (beginning October 2016)
Industry Law Practice
Experience
Investment Company Institute May 2015 - Present
U.S. Securities and Exchange Commission January 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - December 2014
The George Washington University Law School September 2014 - November 2014
Cadwalader, Wickersham & Taft LLP June 2014 - August 2014
Skills
Legal Research, Legal Writing, Westlaw, Commercial Litigation, Lexis, Mediation, Civil Litigation, Criminal Law, Trials, Litigation, Appeals, Courts, Motions
Education
The George Washington University Law School 2013 — 2016
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government, 3.815
Investment Company Institute May 2015 - Present
U.S. Securities and Exchange Commission January 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - December 2014
The George Washington University Law School September 2014 - November 2014
Cadwalader, Wickersham & Taft LLP June 2014 - August 2014
Skills
Legal Research, Legal Writing, Westlaw, Commercial Litigation, Lexis, Mediation, Civil Litigation, Criminal Law, Trials, Litigation, Appeals, Courts, Motions
Education
The George Washington University Law School 2013 — 2016
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government, 3.815
Kathy Ireland's Investment Company Institute Experience 1999 - 2005
Job Associate General Counsel at Investment Adviser Association
Industry Investment Management
Experience
Investment Adviser Association January 2011 - Present
Independent Law Practice 2005 - January 2011
Investment Company Institute 1999 - 2005
US Securities and Exchange Commission 1997 - 1998
Gibson Dunn & Crutcher 1990 - 1991
Skills
ERISA, Investment Management..., Mutual Funds, Alternative Investments, International Law, Code of Ethics, Compliance, Investment Management, Retirement, Securities Regulation, Corporate Law, Securities, Investment Advisory, Due Diligence
Education
The College of William and Mary - Marshall Wythe Law School 1977 — 1980
J.D.
Lebanon Valley College 1973 — 1977
B.S., Actuarial Science, Economics
Lampeter-Strasburg High School
Investment Adviser Association January 2011 - Present
Independent Law Practice 2005 - January 2011
Investment Company Institute 1999 - 2005
US Securities and Exchange Commission 1997 - 1998
Gibson Dunn & Crutcher 1990 - 1991
Skills
ERISA, Investment Management..., Mutual Funds, Alternative Investments, International Law, Code of Ethics, Compliance, Investment Management, Retirement, Securities Regulation, Corporate Law, Securities, Investment Advisory, Due Diligence
Education
The College of William and Mary - Marshall Wythe Law School 1977 — 1980
J.D.
Lebanon Valley College 1973 — 1977
B.S., Actuarial Science, Economics
Lampeter-Strasburg High School
Ginny Garcia Echeverria Ginny Garcia Echeverria's Investment Company Institute Experience September 1984 - February 2002
Job Membership Marketing Professional
Industry Nonprofit Organization Management
Experience
PIAA February 2007 - Present
The Endocrine Society March 2004 - March 2007
Investment Company Institute September 1984 - February 2002
Skills
Project Management, Program Management, Strategic Planning, Public Speaking
Education
Marymount University 1981 — 1984
BBA, Finance, Communications
Colegio Internacional de Caracas 1975 — 1977
High School
PIAA February 2007 - Present
The Endocrine Society March 2004 - March 2007
Investment Company Institute September 1984 - February 2002
Skills
Project Management, Program Management, Strategic Planning, Public Speaking
Education
Marymount University 1981 — 1984
BBA, Finance, Communications
Colegio Internacional de Caracas 1975 — 1977
High School
Thijs Rhyne Thijs Rhyne's Investment Company Institute Experience 1997 - 1997
Job Senior Systems Integration Engineer at CORHIO
Industry Computer Software
Experience
CORHIO 2013 - Present
Epicor Software Corp 2011 - 2013
OpenText (formerly GXS) 2010 - 2011
Centurylink (formerly Qwest/U S WEST) 2004 - 2010
Centurylink (formerly Qwest/U S WEST) 2000 - 2004
Centurylink (formerly Qwest/U S WEST) 1997 - 2000
BYK-Gardner March 1994 - January 1997
Investment Company Institute 1997 - 1997
Skills
EDI, XSLT, XML, X12, Unix, Perl, Software Development, SQL, ASP.NET, Unix Shell Scripting, T-SQL, SDLC, Microsoft SQL Server, EDIFACT, EDI mapping, Visio, HTML, Analysis, Software Engineering, Software Quality..., Crystal Reports, Database Design, RosettaNet, cXML, AS2, DTD, Vi, Grep, UNIX Script, Linux, HP-UX, EFT, C, Relational Databases, OOAD, RDBMS, Data Modeling, Access, Logical Data Modeling, Physical Data Modeling, Regression Testing, Black Box Testing, White Box Testing, SQL Server 2000-2008, HL7, Healthcare Information..., Integration, Requirements Analysis, Databases
Education
Regis University 1999 — 2005
Bachelor of Science
CORHIO 2013 - Present
Epicor Software Corp 2011 - 2013
OpenText (formerly GXS) 2010 - 2011
Centurylink (formerly Qwest/U S WEST) 2004 - 2010
Centurylink (formerly Qwest/U S WEST) 2000 - 2004
Centurylink (formerly Qwest/U S WEST) 1997 - 2000
BYK-Gardner March 1994 - January 1997
Investment Company Institute 1997 - 1997
Skills
EDI, XSLT, XML, X12, Unix, Perl, Software Development, SQL, ASP.NET, Unix Shell Scripting, T-SQL, SDLC, Microsoft SQL Server, EDIFACT, EDI mapping, Visio, HTML, Analysis, Software Engineering, Software Quality..., Crystal Reports, Database Design, RosettaNet, cXML, AS2, DTD, Vi, Grep, UNIX Script, Linux, HP-UX, EFT, C, Relational Databases, OOAD, RDBMS, Data Modeling, Access, Logical Data Modeling, Physical Data Modeling, Regression Testing, Black Box Testing, White Box Testing, SQL Server 2000-2008, HL7, Healthcare Information..., Integration, Requirements Analysis, Databases
Education
Regis University 1999 — 2005
Bachelor of Science
Sarah Cockrum Sarah Cockrum's Investment Company Institute Experience January 2015 - May 2015
Job Juris Doctor, The George Washington University Law School
Industry Law Practice
Experience
Investment Company Institute January 2015 - May 2015
Federal, Appellate, and Criminal Clinic August 2014 - May 2015
Dechert LLP May 2014 - August 2014
U.S. Commodity Futures Trading Commission May 2013 - August 2013
Capital Alpha Partners, LLC September 2011 - June 2012
U.S. Department of State May 2010 - August 2010
Education
The George Washington University Law School 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Investment Company Institute January 2015 - May 2015
Federal, Appellate, and Criminal Clinic August 2014 - May 2015
Dechert LLP May 2014 - August 2014
U.S. Commodity Futures Trading Commission May 2013 - August 2013
Capital Alpha Partners, LLC September 2011 - June 2012
U.S. Department of State May 2010 - August 2010
Education
The George Washington University Law School 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Melissa Curry Melissa Curry's Investment Company Institute Experience February 2003 - May 2004
Job Communications Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2006 - Present
Hanley Wood 2005 - 2006
Child Welfare League of America May 2004 - October 2005
Investment Company Institute February 2003 - May 2004
Mortgage Bankers Association July 2001 - December 2002
Roll Call 1998 - 2001
Skills
Vendor Management, Budget Management, Process Optimization, Project Management, Purchasing, Ad Tracking, Contract Management, Department Budget..., Direct Mail, Internal Communications, Inventory Management, Managing Project Budgets, Magazine Management, Print Buying, Print Procurement, Print Production..., Procedure Development, Process Improvement, Process Management, Production Planning, Production Managment, Production Schedules, Publishing, Purchasing Negotiation, Vendor Relationships
Education
East Carolina University
Fannie Mae 2006 - Present
Hanley Wood 2005 - 2006
Child Welfare League of America May 2004 - October 2005
Investment Company Institute February 2003 - May 2004
Mortgage Bankers Association July 2001 - December 2002
Roll Call 1998 - 2001
Skills
Vendor Management, Budget Management, Process Optimization, Project Management, Purchasing, Ad Tracking, Contract Management, Department Budget..., Direct Mail, Internal Communications, Inventory Management, Managing Project Budgets, Magazine Management, Print Buying, Print Procurement, Print Production..., Procedure Development, Process Improvement, Process Management, Production Planning, Production Managment, Production Schedules, Publishing, Purchasing Negotiation, Vendor Relationships
Education
East Carolina University
Sarah Renner-Pugh Sarah Renner-Pugh's Investment Company Institute Experience January 2005 - March 2008
Job Senior Marketing Consultant at McKinley Advisors
Industry Marketing and Advertising
Experience
McKinley Advisors September 2014 - Present
McKinley Advisors August 2012 - September 2014
The Chronicle of Higher Education and The Chronicle of Philanthropy April 2012 - August 2012
The Chronicle of Higher Education May 2010 - April 2012
Arnold Worldwide March 2010 - May 2010
Arnold Worldwide March 2008 - August 2009
Investment Company Institute January 2005 - March 2008
Cincinnati Enquirer March 2004 - August 2004
USA TODAY June 2003 - July 2003
Skills
Marketing Communications, Marketing, Editing, Advertising, Marketing Strategy, Copywriting, Email Marketing, Social Media, Copy Editing, Digital Strategy, Integrated Marketing, Strategic Communications, Multi-media Marketing..., Project Management, Branding & Identity, Online Marketing, Digital Marketing, Marketing Management, Writing, Social Media Marketing, New Media, Proofreading, AP Style, Creative Writing, Eloqua, Salesforce.com, Management, Consulting, Product Marketing, Marketing Automation, Digital Copywriting, Marketing Copy, Online Advertising, Higher Education..., Strategy
Education
Miami University 2001 — 2004
Bachelor of Arts
McKinley Advisors September 2014 - Present
McKinley Advisors August 2012 - September 2014
The Chronicle of Higher Education and The Chronicle of Philanthropy April 2012 - August 2012
The Chronicle of Higher Education May 2010 - April 2012
Arnold Worldwide March 2010 - May 2010
Arnold Worldwide March 2008 - August 2009
Investment Company Institute January 2005 - March 2008
Cincinnati Enquirer March 2004 - August 2004
USA TODAY June 2003 - July 2003
Skills
Marketing Communications, Marketing, Editing, Advertising, Marketing Strategy, Copywriting, Email Marketing, Social Media, Copy Editing, Digital Strategy, Integrated Marketing, Strategic Communications, Multi-media Marketing..., Project Management, Branding & Identity, Online Marketing, Digital Marketing, Marketing Management, Writing, Social Media Marketing, New Media, Proofreading, AP Style, Creative Writing, Eloqua, Salesforce.com, Management, Consulting, Product Marketing, Marketing Automation, Digital Copywriting, Marketing Copy, Online Advertising, Higher Education..., Strategy
Education
Miami University 2001 — 2004
Bachelor of Arts
Adam Harrington Adam Harrington's Investment Company Institute Experience July 2001 - June 2002
Job Commodities Trader at Marquette Partners
Industry Oil & Energy
Experience
Marquette Partners October 2012 - Present
CME Group 2003 - 2013
OMOG Trading December 2003 - June 2012
OMOG Trading June 2002 - December 2003
OMOG Trading LLC June 2002 - December 2003
Investment Company Institute July 2001 - June 2002
Skills
Options Trading, Options Valuation, Risk Management, Risk Assessment, Proprietary Trading, Derivatives, Options, Trading, Financial Risk, Valuation, Traders, Analysis, Commodity, Trading Systems, Hedging, Commodity Markets, Financial Markets, Equities, Electronic Trading, Hedge Funds, Trading Strategies, Bloomberg
Education
American University 1997 — 2001
Bachelor of Science, Mathematics
Marquette Partners October 2012 - Present
CME Group 2003 - 2013
OMOG Trading December 2003 - June 2012
OMOG Trading June 2002 - December 2003
OMOG Trading LLC June 2002 - December 2003
Investment Company Institute July 2001 - June 2002
Skills
Options Trading, Options Valuation, Risk Management, Risk Assessment, Proprietary Trading, Derivatives, Options, Trading, Financial Risk, Valuation, Traders, Analysis, Commodity, Trading Systems, Hedging, Commodity Markets, Financial Markets, Equities, Electronic Trading, Hedge Funds, Trading Strategies, Bloomberg
Education
American University 1997 — 2001
Bachelor of Science, Mathematics
Sarah Holden Sarah Holden's Investment Company Institute Experience
Job Senior Director, Retirement & Investor Research at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute
Skills
Public Policy, Economics, Econometrics, Asset Management, Investments, Analytics, Policy, Data Analysis, Financial Services, Quantitative Analytics, Alternative Investments, Financial Modeling, Stata, Analysis
Education
Smith College
Bachelor of Arts (B.A.), Mathematics and Economics
University of Michigan
Doctor of Philosophy (Ph.D.), Economics
Investment Company Institute
Skills
Public Policy, Economics, Econometrics, Asset Management, Investments, Analytics, Policy, Data Analysis, Financial Services, Quantitative Analytics, Alternative Investments, Financial Modeling, Stata, Analysis
Education
Smith College
Bachelor of Arts (B.A.), Mathematics and Economics
University of Michigan
Doctor of Philosophy (Ph.D.), Economics
Laura Pawlowski's Investment Company Institute Experience June 1992 - March 1994
Job Director of Business Development at HLP Integration
Industry Management Consulting
Experience
HLP Integration March 2015 - August 2015
ipCapital Licensing Company January 2012 - January 2015
Special Operations & Technology September 2010 - December 2011
Barrie School September 2009 - August 2010
Forest Glen Pet Solutions May 2003 - January 2010
Trammell Crow Company purchased by CB Richard Ellis 2000 - 2003
Spaulding Communications September 1999 - September 2000
Calvert Group Mutual Funds May 1994 - June 1997
Investment Company Institute June 1992 - March 1994
Skills
Intellectual Property, Patents, Litigation Support, Entrepreneurship, Business Development, Strategic Communications, Strategic Partnerships, Marketing Strategy, Marketing, Negotiation, Corporate Communications, Business Planning, Product Development, Marketing Management, Brand Development, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Venture Capital, Market Research, Technology Transfer, Consulting, Big Data, New Business Development, Strategy, Healthcare, Information Technology, Operations Management, Patent Licensing, Licensing Negotiations, Management, Leadership, Start-ups
Education
American University 1989 — 1992
BA, Political Science
American University 1989 — 1992
BA, Political Science
University High School 1980 — 1986
High School, Dance, Musical Theater and Comedy
Brea-Olinda High School
Brea-Olinda High School
HLP Integration March 2015 - August 2015
ipCapital Licensing Company January 2012 - January 2015
Special Operations & Technology September 2010 - December 2011
Barrie School September 2009 - August 2010
Forest Glen Pet Solutions May 2003 - January 2010
Trammell Crow Company purchased by CB Richard Ellis 2000 - 2003
Spaulding Communications September 1999 - September 2000
Calvert Group Mutual Funds May 1994 - June 1997
Investment Company Institute June 1992 - March 1994
Skills
Intellectual Property, Patents, Litigation Support, Entrepreneurship, Business Development, Strategic Communications, Strategic Partnerships, Marketing Strategy, Marketing, Negotiation, Corporate Communications, Business Planning, Product Development, Marketing Management, Brand Development, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Venture Capital, Market Research, Technology Transfer, Consulting, Big Data, New Business Development, Strategy, Healthcare, Information Technology, Operations Management, Patent Licensing, Licensing Negotiations, Management, Leadership, Start-ups
Education
American University 1989 — 1992
BA, Political Science
American University 1989 — 1992
BA, Political Science
University High School 1980 — 1986
High School, Dance, Musical Theater and Comedy
Brea-Olinda High School
Brea-Olinda High School
Brian Donnellan Brian Donnellan's Investment Company Institute Experience 1994 - 1999
Job Chief Operating Officer at Metropolitan Regional Informations Systems, Inc.
Industry Information Technology and Services
Experience
MRIS, Inc. June 2015 - Present
Real Estate Standards Organization (RESO) January 2015 - Present
RealEstate Business Intelligence, LLC 2010 - Present
Partnership for Housing 2010 - Present
MRIS, Inc. February 2006 - June 2015
Teaching Strategies, Inc. 2003 - 2006
Investment Company Institute 1994 - 1999
Chevy Chase Bank 1983 - 1989
Skills
Strategic Planning, Negotiation, Business Development, Marketing Strategy, New Business Development, Marketing, Team Building, Budgets, Accounting, Financial Analysis, Contract Negotiation, Online Advertising, Real Estate Transactions, Real Estate, Selling
Education
The George Washington University - School of Business 1997 — 2002
MBA, Strategic Management and Public Policy
University of Maryland College Park 1984 — 1989
Bachelor of Science (B.S.), Accounting and Information Systems
MRIS, Inc. June 2015 - Present
Real Estate Standards Organization (RESO) January 2015 - Present
RealEstate Business Intelligence, LLC 2010 - Present
Partnership for Housing 2010 - Present
MRIS, Inc. February 2006 - June 2015
Teaching Strategies, Inc. 2003 - 2006
Investment Company Institute 1994 - 1999
Chevy Chase Bank 1983 - 1989
Skills
Strategic Planning, Negotiation, Business Development, Marketing Strategy, New Business Development, Marketing, Team Building, Budgets, Accounting, Financial Analysis, Contract Negotiation, Online Advertising, Real Estate Transactions, Real Estate, Selling
Education
The George Washington University - School of Business 1997 — 2002
MBA, Strategic Management and Public Policy
University of Maryland College Park 1984 — 1989
Bachelor of Science (B.S.), Accounting and Information Systems
Ben Porter's Investment Company Institute Experience January 2000 - November 2000
Job Data Artist at PwC
Industry Computer Software
Experience
PwC December 2014 - Present
Capital One September 2012 - November 2014
Deloitte Consulting October 2005 - October 2012
United States Army September 2003 - September 2005
BearingPoint November 2000 - August 2003
Investment Company Institute January 2000 - November 2000
Skills
Analytics, Data Visualization, Tableau, Data Analysis, SQL, SAS, Predictive Analytics, Balanced Scorecard, Consulting, Web Analytics, Adobe SiteCatalyst, Dimensional Modeling, SAS Base
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
James Madison University 1995 — 1999
BA, International Affairs, Economics
PwC December 2014 - Present
Capital One September 2012 - November 2014
Deloitte Consulting October 2005 - October 2012
United States Army September 2003 - September 2005
BearingPoint November 2000 - August 2003
Investment Company Institute January 2000 - November 2000
Skills
Analytics, Data Visualization, Tableau, Data Analysis, SQL, SAS, Predictive Analytics, Balanced Scorecard, Consulting, Web Analytics, Adobe SiteCatalyst, Dimensional Modeling, SAS Base
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
James Madison University 1995 — 1999
BA, International Affairs, Economics
Kamohelo Lichaba Kamohelo Lichaba's Investment Company Institute Experience June 2011 - April 2014
Job MBA Candidate, Howard University School of Business
Industry Financial Services
Experience
Dell May 2015 - August 2015
A.T. Kearney January 2015 - April 2015
Investment Company Institute June 2011 - April 2014
Goodman & Company February 2011 - April 2011
Merrill Lynch June 2010 - September 2010
Skills
SQL, Microsoft Office, Tax Preparation, Research, Data Analysis, Statistics, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis
Education
Howard University 2014 — 2016
Master of Business Administration (M.B.A.), Finance/ Supply Chain Management
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor's Degree, Accounting
Dell May 2015 - August 2015
A.T. Kearney January 2015 - April 2015
Investment Company Institute June 2011 - April 2014
Goodman & Company February 2011 - April 2011
Merrill Lynch June 2010 - September 2010
Skills
SQL, Microsoft Office, Tax Preparation, Research, Data Analysis, Statistics, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis
Education
Howard University 2014 — 2016
Master of Business Administration (M.B.A.), Finance/ Supply Chain Management
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor's Degree, Accounting
Dan Grossmann's Investment Company Institute Experience April 2013 - July 2015
Job Portfolio Consultant at Longboard Asset Management
Industry Financial Services
Experience
Longboard Asset Management August 2015 - Present
Investment Company Institute April 2013 - July 2015
Investment Company Institute October 2011 - March 2013
Investment Company Institute April 2010 - September 2011
CoStar Group July 2009 - March 2010
FBR May 2008 - November 2008
Skills
Research, Analysis, Customer Service, Investments, Mutual Funds, Economics, PowerPoint, Microsoft Excel, Sales, Quantitative Analytics, Strategic Planning, Microsoft Office, Leadership, Financial Analysis, Market Research, Financial Modeling, Statistics, Analytics, Data Mining, Nonprofits, Finance, Data Analysis, Forecasting, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Maryland College Park
B.A., Economics
Longboard Asset Management August 2015 - Present
Investment Company Institute April 2013 - July 2015
Investment Company Institute October 2011 - March 2013
Investment Company Institute April 2010 - September 2011
CoStar Group July 2009 - March 2010
FBR May 2008 - November 2008
Skills
Research, Analysis, Customer Service, Investments, Mutual Funds, Economics, PowerPoint, Microsoft Excel, Sales, Quantitative Analytics, Strategic Planning, Microsoft Office, Leadership, Financial Analysis, Market Research, Financial Modeling, Statistics, Analytics, Data Mining, Nonprofits, Finance, Data Analysis, Forecasting, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Maryland College Park
B.A., Economics
Colin Moran Colin Moran's Investment Company Institute Experience May 2013 - Present
Job Statistical Research Analyst at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute May 2013 - Present
Investment Company Institute October 2011 - May 2013
Investment Company Institute March 2010 - October 2011
Investment Company Institute January 2009 - March 2010
Investment Company Institute September 2007 - January 2009
PFPC June 2006 - August 2006
Skills
Mutual Funds, Investments, Analysis, Data Analysis, Bloomberg, Access, Research, Financial Modeling, Economics, SAS, Microsoft Office, Leadership, Statistics
Education
James Madison University 2003 — 2007
B.B.A., Finance
James Madison University 2003 — 2007
Investment Company Institute May 2013 - Present
Investment Company Institute October 2011 - May 2013
Investment Company Institute March 2010 - October 2011
Investment Company Institute January 2009 - March 2010
Investment Company Institute September 2007 - January 2009
PFPC June 2006 - August 2006
Skills
Mutual Funds, Investments, Analysis, Data Analysis, Bloomberg, Access, Research, Financial Modeling, Economics, SAS, Microsoft Office, Leadership, Statistics
Education
James Madison University 2003 — 2007
B.B.A., Finance
James Madison University 2003 — 2007
Jason Schavel Jason Schavel's Investment Company Institute Experience May 2015 - Present
Job CISCO Certified Network Associate
Industry Information Technology and Services
Experience
Investment Company Institute May 2015 - Present
Freelance July 2007 - Present
A-Tech Systems, Inc. September 2011 - May 2015
ARINC March 2011 - July 2011
Skills
Cisco Networking, CCNA, CCNA Security, Information Technology, Information Security, PC Troubleshooting, FISMA, CompTIA Security+, Information Assurance
Education
Anne Arundel Community College 2011 — 2011
Networking
Eastern Shore Community College 2007 — 2009
Associate of Science (A.S.), Biology/Biological Sciences, General
Investment Company Institute May 2015 - Present
Freelance July 2007 - Present
A-Tech Systems, Inc. September 2011 - May 2015
ARINC March 2011 - July 2011
Skills
Cisco Networking, CCNA, CCNA Security, Information Technology, Information Security, PC Troubleshooting, FISMA, CompTIA Security+, Information Assurance
Education
Anne Arundel Community College 2011 — 2011
Networking
Eastern Shore Community College 2007 — 2009
Associate of Science (A.S.), Biology/Biological Sciences, General
Marisa Lusthaus Marisa Lusthaus's Investment Company Institute Experience June 2010 - November 2010
Job Corporate Associate at Olshan Frome Wolosky
Industry Law Practice
Experience
Olshan Frome Wolosky LLP September 2012 - Present
Olshan Frome Wolosky LLP May 2011 - July 2011
Investment Company Institute June 2010 - November 2010
Education
Georgetown University Law Center 2009 — 2012
J.D.
Cornell University 2005 — 2009
B.S., Policy Analysis & Management
Olshan Frome Wolosky LLP September 2012 - Present
Olshan Frome Wolosky LLP May 2011 - July 2011
Investment Company Institute June 2010 - November 2010
Education
Georgetown University Law Center 2009 — 2012
J.D.
Cornell University 2005 — 2009
B.S., Policy Analysis & Management
Andrew Gillies's Investment Company Institute Experience April 2013 - September 2013
Job
Industry Financial Services
Experience
The Center for Audit Quality September 2013 - Present
Investment Company Institute April 2013 - September 2013
Investment Company Institute March 2012 - April 2013
The World Bank February 2012 - March 2012
Investment Company Institute October 2011 - February 2012
Investment Company Institute December 2008 - October 2011
Forbes Magazine April 2005 - December 2008
Forbes Magazine July 2003 - April 2005
Forbes Magazine May 2001 - July 2003
Forbes Magazine August 2000 - May 2001
Skills
Editing, Writing, Proofreading, Copywriting, Copy Editing, Research, Public Relations, Corporate Communications, Journalism, Social Media, Web Content, Content Strategy, Blogging, Strategic Communications, Content Management, Wordpress, Newsletters, French, Speech Writing, Publishing, Content Development, Storytelling, Press Releases, Editorial, Media Relations
Education
Brown University 1990 — 1994
B.A., History
Middlebury College 1995 — 1996
Master's degree, French Studies
The Center for Audit Quality September 2013 - Present
Investment Company Institute April 2013 - September 2013
Investment Company Institute March 2012 - April 2013
The World Bank February 2012 - March 2012
Investment Company Institute October 2011 - February 2012
Investment Company Institute December 2008 - October 2011
Forbes Magazine April 2005 - December 2008
Forbes Magazine July 2003 - April 2005
Forbes Magazine May 2001 - July 2003
Forbes Magazine August 2000 - May 2001
Skills
Editing, Writing, Proofreading, Copywriting, Copy Editing, Research, Public Relations, Corporate Communications, Journalism, Social Media, Web Content, Content Strategy, Blogging, Strategic Communications, Content Management, Wordpress, Newsletters, French, Speech Writing, Publishing, Content Development, Storytelling, Press Releases, Editorial, Media Relations
Education
Brown University 1990 — 1994
B.A., History
Middlebury College 1995 — 1996
Master's degree, French Studies
Kymie Owens Kymie Owens's Investment Company Institute Experience January 1990 - January 1993
Job Owner, Designs By Kym
Industry Apparel & Fashion
Experience
Designs By Kym January 2010 - Present
Henrico County Public Schools January 1999 - January 2010
Henrico County Social Services January 1997 - January 1999
Wheat First Securities January 1993 - January 1997
Investment Company Institute January 1990 - January 1993
Education
Illinois State University 1979 — 1983
BS, Sociology
Designs By Kym January 2010 - Present
Henrico County Public Schools January 1999 - January 2010
Henrico County Social Services January 1997 - January 1999
Wheat First Securities January 1993 - January 1997
Investment Company Institute January 1990 - January 1993
Education
Illinois State University 1979 — 1983
BS, Sociology
Rice Sheilah Rice Sheilah's Investment Company Institute Experience May 1986 - August 1993
Job Data EntryAdmin. Asst. at National Railway Labor Conference
Industry Arts and Crafts
Experience
National Railway Labor Conference November 2003 - Present
Teamsters Local #103 April 2002 - December 2002
Investment Company Institute May 1986 - August 1993
Investment Company Institute 1986 - 1993
Investment Company Institute 1986 - 1993
Skills
Administrative..., Outlook, Data Entry, Office Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Office Administration, Travel Arrangements, Social Media, Spreadsheets, Research, Event Management, File Management, Calendars, Process Scheduler, QuickBooks
Education
Morgan State University 1997 — 1999
Associates, Business Administration
Duval Sr. High
National Railway Labor Conference November 2003 - Present
Teamsters Local #103 April 2002 - December 2002
Investment Company Institute May 1986 - August 1993
Investment Company Institute 1986 - 1993
Investment Company Institute 1986 - 1993
Skills
Administrative..., Outlook, Data Entry, Office Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Office Administration, Travel Arrangements, Social Media, Spreadsheets, Research, Event Management, File Management, Calendars, Process Scheduler, QuickBooks
Education
Morgan State University 1997 — 1999
Associates, Business Administration
Duval Sr. High
David Blass David Blass's Investment Company Institute Experience September 2014 - Present
Job General Counsel at Investment Company Institute
Industry Legal Services
Experience
Investment Company Institute September 2014 - Present
US Securities and Exchange Commission September 2011 - August 2014
US Securities and Exchange Commission August 2010 - September 2011
Willkie Farr & Gallagher LLP October 2008 - August 2010
US Securities and Exchange Commission November 2006 - October 2008
US Securities and Exchange Commission November 2004 - November 2006
US Securities and Exchange Commission October 2003 - November 2004
Davis Polk & Wardwell LLP September 1998 - October 2003
Skills
Securities Regulation, Corporate Governance, Corporate Law, Securities, Legal Research, Litigation, Capital Markets, Legal Writing, Due Diligence, Private Equity
Education
Columbia University School of Law 1995 — 1998
JD
University of Alabama
BA
Investment Company Institute September 2014 - Present
US Securities and Exchange Commission September 2011 - August 2014
US Securities and Exchange Commission August 2010 - September 2011
Willkie Farr & Gallagher LLP October 2008 - August 2010
US Securities and Exchange Commission November 2006 - October 2008
US Securities and Exchange Commission November 2004 - November 2006
US Securities and Exchange Commission October 2003 - November 2004
Davis Polk & Wardwell LLP September 1998 - October 2003
Skills
Securities Regulation, Corporate Governance, Corporate Law, Securities, Legal Research, Litigation, Capital Markets, Legal Writing, Due Diligence, Private Equity
Education
Columbia University School of Law 1995 — 1998
JD
University of Alabama
BA
Shaun Lutz's Investment Company Institute Experience September 2004 - Present
Job SAS Administrator
Industry Financial Services
Experience
Investment Company Institute September 2004 - Present
Skills
SAS, Data Analysis, Economics, Financial Modeling, Data Mining, Analytics, Analysis, Policy Analysis, Statistics, Microsoft Office, Public Speaking, Research, Management, Program Management
Education
Brigham Young University 1998 — 2004
Bachelor of Science (BS), Business Management
Investment Company Institute September 2004 - Present
Skills
SAS, Data Analysis, Economics, Financial Modeling, Data Mining, Analytics, Analysis, Policy Analysis, Statistics, Microsoft Office, Public Speaking, Research, Management, Program Management
Education
Brigham Young University 1998 — 2004
Bachelor of Science (BS), Business Management
Olivia Caverly Olivia Caverly's Investment Company Institute Experience May 2014 - Present
Job Public Communications Assistant at Investment Company Institute
Industry Nonprofit Organization Management
Experience
Investment Company Institute May 2014 - Present
Tostan September 2013 - November 2013
Microinsurance Network December 2012 - August 2013
State Street Bank June 2012 - August 2012
Embassy of Luxembourg January 2012 - May 2012
State Street June 2011 - July 2011
State Street June 2010 - August 2010
State Street June 2009 - August 2009
Peace Corps September 2008 - December 2008
State Street June 2008 - August 2008
Skills
International..., French, International Relations, PowerPoint, Public Speaking, Social Media, Research, Microsoft Office, English, Policy Analysis, Microsoft Excel, Microsoft Word, Teamwork, Political Science, Economics, Gorkana, HootSuite, Facebook, Twitter, Google+, Google Analytics, Factiva
Education
American University 2008 — 2012
French and European Studies, Language and Area Studies
International School of Luxembourg 2004 — 2008
Bilingual International Baccalaureate and High School Diploma
Investment Company Institute May 2014 - Present
Tostan September 2013 - November 2013
Microinsurance Network December 2012 - August 2013
State Street Bank June 2012 - August 2012
Embassy of Luxembourg January 2012 - May 2012
State Street June 2011 - July 2011
State Street June 2010 - August 2010
State Street June 2009 - August 2009
Peace Corps September 2008 - December 2008
State Street June 2008 - August 2008
Skills
International..., French, International Relations, PowerPoint, Public Speaking, Social Media, Research, Microsoft Office, English, Policy Analysis, Microsoft Excel, Microsoft Word, Teamwork, Political Science, Economics, Gorkana, HootSuite, Facebook, Twitter, Google+, Google Analytics, Factiva
Education
American University 2008 — 2012
French and European Studies, Language and Area Studies
International School of Luxembourg 2004 — 2008
Bilingual International Baccalaureate and High School Diploma
Kristine Hsu Kristine Hsu's Investment Company Institute Experience May 2010 - August 2010
Job Counsel at Vox Media
Industry Law Practice
Experience
Vox Media, Inc. September 2015 - Present
NBCUniversal, Inc. December 2014 - September 2015
Volunteer Lawyers for the Arts July 2013 - December 2014
Volunteer Lawyers for the Arts August 2012 - June 2013
USPTO January 2012 - May 2012
The George Washington University Law School August 2011 - December 2011
USPTO June 2011 - August 2011
Investment Company Institute May 2010 - August 2010
Economatrix Research Associates May 2008 - August 2008
Chambers of Thomas R. Morse June 2007 - August 2007
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (J.D.), with Honors, Law
New York University 2005 — 2009
BA, Economics, Pre-Business Minor
St. Paul's School 2003 — 2005
Vox Media, Inc. September 2015 - Present
NBCUniversal, Inc. December 2014 - September 2015
Volunteer Lawyers for the Arts July 2013 - December 2014
Volunteer Lawyers for the Arts August 2012 - June 2013
USPTO January 2012 - May 2012
The George Washington University Law School August 2011 - December 2011
USPTO June 2011 - August 2011
Investment Company Institute May 2010 - August 2010
Economatrix Research Associates May 2008 - August 2008
Chambers of Thomas R. Morse June 2007 - August 2007
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (J.D.), with Honors, Law
New York University 2005 — 2009
BA, Economics, Pre-Business Minor
St. Paul's School 2003 — 2005
Christopher Healey's Investment Company Institute Experience May 2009 - September 2009
Job Registered Funds Associate at Simpson Thacher & Bartlett
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP February 2015 - Present
K&L Gates September 2011 - January 2015
The George Washington University Law School August 2010 - May 2011
K&L Gates May 2010 - July 2010
US Securities and Exchange Commission September 2009 - December 2009
Investment Company Institute May 2009 - September 2009
White & Case February 2007 - June 2008
Education
The George Washington University Law School 2008 — 2011
J.D., Law
Tufts University 2002 — 2006
BA, Philosophy/Comparative Religion
Simpson Thacher & Bartlett LLP February 2015 - Present
K&L Gates September 2011 - January 2015
The George Washington University Law School August 2010 - May 2011
K&L Gates May 2010 - July 2010
US Securities and Exchange Commission September 2009 - December 2009
Investment Company Institute May 2009 - September 2009
White & Case February 2007 - June 2008
Education
The George Washington University Law School 2008 — 2011
J.D., Law
Tufts University 2002 — 2006
BA, Philosophy/Comparative Religion
David Kemps David Kemps's Investment Company Institute Experience 1998 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Kemps Public Policy Consultants November 2010 - August 2011
Lincoln National Corporation June 2004 - November 2010
Investment Company Institute 1998 - 2004
U.S. Chamber of Commerce 1995 - 1998
Pension Benefit Guaranty Corporation 1990 - 1995
Skills
Pensions, Retirement, Financial Services, Public Speaking, Fixed Annuities, Asset Management, Insurance, Corporate Law, FINRA, Fixed Income, Public Policy, Financial Planners, Government, Series 7, Employee Benefits, Legislative Relations, Defined Benefit, Policy, Politics, Securities, Mutual Funds, Tax, International Relations, Series 63, Relationship Management, Strategic Communications, Investments, Alternative Investments, 401k
Education
The Catholic University of America, Columbus School of Law 1986 — 1990
JD, Law
Ball State University 1976 — 1981
BS/MA, Political Science/American Government
Morgan Stanley May 2011 - Present
Kemps Public Policy Consultants November 2010 - August 2011
Lincoln National Corporation June 2004 - November 2010
Investment Company Institute 1998 - 2004
U.S. Chamber of Commerce 1995 - 1998
Pension Benefit Guaranty Corporation 1990 - 1995
Skills
Pensions, Retirement, Financial Services, Public Speaking, Fixed Annuities, Asset Management, Insurance, Corporate Law, FINRA, Fixed Income, Public Policy, Financial Planners, Government, Series 7, Employee Benefits, Legislative Relations, Defined Benefit, Policy, Politics, Securities, Mutual Funds, Tax, International Relations, Series 63, Relationship Management, Strategic Communications, Investments, Alternative Investments, 401k
Education
The Catholic University of America, Columbus School of Law 1986 — 1990
JD, Law
Ball State University 1976 — 1981
BS/MA, Political Science/American Government
Bert Fox Bert Fox's Investment Company Institute Experience 2000 - 2001
Job MA Candidate in Clinical Mental Health Counseling at Adler University
Industry Marketing and Advertising
Experience
Adler University 2015 - Present
YMCA of the USA 2011 - 2015
Preferred Hotel Group 2010 - 2011
Hyatt Hotels Corporation 2008 - 2010
Starwood Hotels & Resorts Worldwide, Inc. 2007 - 2008
Starbucks Coffee Company 2004 - 2006
RBC Financial Group 2002 - 2004
Investment Company Institute 2000 - 2001
Skills
Direct Marketing, Advertising, Negotiation, Segmentation, Brand Development, Marketing Communications, Digital Marketing, Email Marketing, Online Marketing, Integrated Marketing, Marketing
Education
Knox College 1995 — 1999
BA, Political Science
Adler University 2015 - Present
YMCA of the USA 2011 - 2015
Preferred Hotel Group 2010 - 2011
Hyatt Hotels Corporation 2008 - 2010
Starwood Hotels & Resorts Worldwide, Inc. 2007 - 2008
Starbucks Coffee Company 2004 - 2006
RBC Financial Group 2002 - 2004
Investment Company Institute 2000 - 2001
Skills
Direct Marketing, Advertising, Negotiation, Segmentation, Brand Development, Marketing Communications, Digital Marketing, Email Marketing, Online Marketing, Integrated Marketing, Marketing
Education
Knox College 1995 — 1999
BA, Political Science
Kerry Cole Kerry Cole's Investment Company Institute Experience September 2013 - Present
Job Government Affairs Assistant at Investment Company Institute
Industry Government Relations
Experience
Investment Company Institute September 2013 - Present
National Fatherhood Initiative November 2012 - April 2013
Romney For President May 2012 - November 2012
Education
The George Washington University 2015 — 2016
Masters, Legislative Affairs
Virginia Polytechnic Institute and State University 2008 — 2012
Bachelor of Arts, Political Science, Philosophy, Legal Studies
Damascus High School 2004 — 2008
High School Diploma
Investment Company Institute September 2013 - Present
National Fatherhood Initiative November 2012 - April 2013
Romney For President May 2012 - November 2012
Education
The George Washington University 2015 — 2016
Masters, Legislative Affairs
Virginia Polytechnic Institute and State University 2008 — 2012
Bachelor of Arts, Political Science, Philosophy, Legal Studies
Damascus High School 2004 — 2008
High School Diploma
Eric Perelman Eric Perelman's Investment Company Institute Experience May 2013 - August 2013
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP May 2015 - Present
PwC September 2014 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Investment Company Institute May 2013 - August 2013
US Securities and Exchange Commission 2012 - May 2013
The Financial Services Roundtable August 2012 - December 2012
Office of the Attorney General for the District of Columbia May 2012 - August 2012
Skills
Public Policy, Westlaw, Policy Analysis, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Appeals, Civil Litigation, Securities, Corporate Law, Legislation, Commercial Litigation, Capital Markets, Research, Public Speaking, Politics
Education
The George Washington University Law School 2011 — 2014
Doctor of Law (J.D.)
New York University 2007 — 2011
B.A. Cum Laude
SRHS
SRHS
Morgan, Lewis & Bockius LLP May 2015 - Present
PwC September 2014 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Investment Company Institute May 2013 - August 2013
US Securities and Exchange Commission 2012 - May 2013
The Financial Services Roundtable August 2012 - December 2012
Office of the Attorney General for the District of Columbia May 2012 - August 2012
Skills
Public Policy, Westlaw, Policy Analysis, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Appeals, Civil Litigation, Securities, Corporate Law, Legislation, Commercial Litigation, Capital Markets, Research, Public Speaking, Politics
Education
The George Washington University Law School 2011 — 2014
Doctor of Law (J.D.)
New York University 2007 — 2011
B.A. Cum Laude
SRHS
SRHS
Jeff Schott Jeff Schott's Investment Company Institute Experience June 2004 - June 2007
Job Director Strategic Research at CEB
Industry Market Research
Experience
CEB October 2014 - Present
Corporate Executive Board March 2011 - October 2014
Johnson & Johnson July 2009 - March 2011
Johnson & Johnson May 2008 - August 2008
Investment Company Institute June 2004 - June 2007
Skills
Data Analysis, Research, SAS, Economics, Statistics, Sourcing, Procurement, Negotiation, Financial Modeling, Market Research, Cross-functional Team..., Competitive Analysis, Quantitative Analytics, Business Strategy, Analytics, Strategic Planning, Analysis, Strategic Sourcing, Project Management, Strategy, Management Consulting, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Supply Chain, Sustainable Enterprise
University of Virginia 2000 — 2004
BA, Economics, Astronomy
Instituto Centroamericano de Administración de Empresas
MBA
CEB October 2014 - Present
Corporate Executive Board March 2011 - October 2014
Johnson & Johnson July 2009 - March 2011
Johnson & Johnson May 2008 - August 2008
Investment Company Institute June 2004 - June 2007
Skills
Data Analysis, Research, SAS, Economics, Statistics, Sourcing, Procurement, Negotiation, Financial Modeling, Market Research, Cross-functional Team..., Competitive Analysis, Quantitative Analytics, Business Strategy, Analytics, Strategic Planning, Analysis, Strategic Sourcing, Project Management, Strategy, Management Consulting, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Supply Chain, Sustainable Enterprise
University of Virginia 2000 — 2004
BA, Economics, Astronomy
Instituto Centroamericano de Administración de Empresas
MBA
Joe Greene's Investment Company Institute Experience March 1999 - January 2004
Job President, Greene Marketing LLC
Industry Marketing and Advertising
Experience
Great-West Financial March 2011 - September 2014
Bernstein-Rein Advertising April 2008 - March 2011
Bernstein-Rein March 2004 - April 2008
American Century Investments July 1997 - March 2004
Mutual Fund Education Alliance March 1999 - January 2004
Investment Company Institute March 1999 - January 2004
Third Age Media August 1999 - March 2003
American Express Consumer Card Services Group September 1995 - March 1997
Chase Manhattan Bank May 1994 - September 1995
American Express Consumer Card Services Group May 1989 - May 1994
Skills
Segmentation, New Business Development, Analytics, Product Development, Database Marketing, Direct Marketing, Digital Marketing, Marketing Strategy, Integrated Marketing, Market Research, Market Planning, Marketing Communications, Email Marketing, Brand Development, Marketing Research, Online Marketing, Strategic Planning, Marketing Management, Competitive Analysis, Advertising, Lead Generation, Business Strategy, Social Media Marketing, Social Media, Product Management, B2B, SEM, Digital Strategy, Public Relations, Product Marketing, Customer Relations, Corporate Communications, Web Analytics, Cross-functional Team..., Team Leadership, Direct Mail, SEO, Strategy Development, Thought Leadership, Team Building, Customer Acquisition, E-commerce, Budget Management, Online Advertising, Digital Media, Mutual Funds, Investment Management, Consumer Lending, Retirement, Insurance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Marketing & Finance
Hamilton College 1978 — 1982
BA, English Literature
Mt. Greylock Regional High School
Great-West Financial March 2011 - September 2014
Bernstein-Rein Advertising April 2008 - March 2011
Bernstein-Rein March 2004 - April 2008
American Century Investments July 1997 - March 2004
Mutual Fund Education Alliance March 1999 - January 2004
Investment Company Institute March 1999 - January 2004
Third Age Media August 1999 - March 2003
American Express Consumer Card Services Group September 1995 - March 1997
Chase Manhattan Bank May 1994 - September 1995
American Express Consumer Card Services Group May 1989 - May 1994
Skills
Segmentation, New Business Development, Analytics, Product Development, Database Marketing, Direct Marketing, Digital Marketing, Marketing Strategy, Integrated Marketing, Market Research, Market Planning, Marketing Communications, Email Marketing, Brand Development, Marketing Research, Online Marketing, Strategic Planning, Marketing Management, Competitive Analysis, Advertising, Lead Generation, Business Strategy, Social Media Marketing, Social Media, Product Management, B2B, SEM, Digital Strategy, Public Relations, Product Marketing, Customer Relations, Corporate Communications, Web Analytics, Cross-functional Team..., Team Leadership, Direct Mail, SEO, Strategy Development, Thought Leadership, Team Building, Customer Acquisition, E-commerce, Budget Management, Online Advertising, Digital Media, Mutual Funds, Investment Management, Consumer Lending, Retirement, Insurance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Marketing & Finance
Hamilton College 1978 — 1982
BA, English Literature
Mt. Greylock Regional High School
Michael Bogdan's Investment Company Institute Experience October 1997 - Present
Job Associate Economist at Investment Company Institute
Industry Think Tanks
Experience
Investment Company Institute October 1997 - Present
Michigan State University June 1995 - July 1997
Skills
Economics, Econometrics, Policy Analysis, Stata, Quantitative Analytics, Public Policy, SAS, Statistics, Politics, Economic Development, Quantitative Research, Economic Research, Data Analysis, Qualitative Research, Macroeconomics, Economic Policy, Research
Education
Miami University 1991 — 1993
Master of Arts (MA), Economics
Miami University 1986 — 1990
Bachelor of Science (BS), Economics
Investment Company Institute October 1997 - Present
Michigan State University June 1995 - July 1997
Skills
Economics, Econometrics, Policy Analysis, Stata, Quantitative Analytics, Public Policy, SAS, Statistics, Politics, Economic Development, Quantitative Research, Economic Research, Data Analysis, Qualitative Research, Macroeconomics, Economic Policy, Research
Education
Miami University 1991 — 1993
Master of Arts (MA), Economics
Miami University 1986 — 1990
Bachelor of Science (BS), Economics
Anna Driggs Anna Driggs's Investment Company Institute Experience November 2007 - Present
Job Associate Chief Counsel Retirement Policy at ICI Global at Investment Company Institute
Industry Think Tanks
Experience
Investment Company Institute/ICI Global May 2014 - Present
Investment Company Institute November 2007 - Present
Groom Law Group, Chartered 2003 - 2007
Davis Wright Tremaine LLP September 2000 - March 2003
Skills
Public Policy, Policy Analysis, Legal Research, Legislative Relations, Legislation, Global pensions, Defined contribution..., U.S. retirement policy, 401k and IRAs - design,..., Governance for..., Pension Systems, Government, Investments, Legal Writing, Policy, Financial Services, Retirement Savings, Asset Management, Pension Schemes, Corporate Governance, Politics, Mergers & Acquisitions, Securities, Due Diligence, Public Speaking, Nonprofits, Mutual Funds, Securities Regulation, International Relations
Education
University of Washington School of Law 1997 — 2000
Doctor of Law (JD)
Gonzaga University 1994 — 1997
Bachelor of Business Administration (BBA)
Linguistics University of Nizhny Novgorod (LUNN) 1989 — 1993
Linguistics
Investment Company Institute/ICI Global May 2014 - Present
Investment Company Institute November 2007 - Present
Groom Law Group, Chartered 2003 - 2007
Davis Wright Tremaine LLP September 2000 - March 2003
Skills
Public Policy, Policy Analysis, Legal Research, Legislative Relations, Legislation, Global pensions, Defined contribution..., U.S. retirement policy, 401k and IRAs - design,..., Governance for..., Pension Systems, Government, Investments, Legal Writing, Policy, Financial Services, Retirement Savings, Asset Management, Pension Schemes, Corporate Governance, Politics, Mergers & Acquisitions, Securities, Due Diligence, Public Speaking, Nonprofits, Mutual Funds, Securities Regulation, International Relations
Education
University of Washington School of Law 1997 — 2000
Doctor of Law (JD)
Gonzaga University 1994 — 1997
Bachelor of Business Administration (BBA)
Linguistics University of Nizhny Novgorod (LUNN) 1989 — 1993
Linguistics
Todd Bernhardt Todd Bernhardt's Investment Company Institute Experience February 2013 - Present
Job Senior Director, Public Communications at Investment Company Institute
Industry Public Relations and Communications
Experience
Investment Company Institute February 2013 - Present
Grameen Foundation August 2010 - February 2013
Inova Health System August 2007 - August 2010
Fannie Mae January 2006 - August 2007
Fannie Mae November 2001 - January 2006
Enterworks Inc. January 2000 - November 2001
Chemonics International January 1998 - January 2000
Columbia Energy Group May 1996 - January 1998
American Gas Association May 1991 - May 1996
Skills
Strategic Communications, Marketing Communications, Media Relations, Corporate Communications, Public Relations, Internal Communications, Editing, Social Media, Non-profits, Crisis Communications, Public Speaking, Proposal Writing, Strategic Planning, Blogging, Leadership, Social Networking, Marketing, Management, Nonprofits, Project Management, Change Management, Program Management, Team Building, Vendor Management, Corporate Social..., Social Impact, Web Content, Website Development, Branding & Identity, Corporate Branding, HTML, Video Editing, Digital Marketing, Content Marketing, Content Management, Design Management, Print Management, Messaging, Presentations, People Management, Cross-functional Team..., Writing, CMS, Audio Editing, Social Media Marketing, User Interface Design, Online Marketing
Education
Georgetown University
BA, English, Psychology - cum laude
Investment Company Institute February 2013 - Present
Grameen Foundation August 2010 - February 2013
Inova Health System August 2007 - August 2010
Fannie Mae January 2006 - August 2007
Fannie Mae November 2001 - January 2006
Enterworks Inc. January 2000 - November 2001
Chemonics International January 1998 - January 2000
Columbia Energy Group May 1996 - January 1998
American Gas Association May 1991 - May 1996
Skills
Strategic Communications, Marketing Communications, Media Relations, Corporate Communications, Public Relations, Internal Communications, Editing, Social Media, Non-profits, Crisis Communications, Public Speaking, Proposal Writing, Strategic Planning, Blogging, Leadership, Social Networking, Marketing, Management, Nonprofits, Project Management, Change Management, Program Management, Team Building, Vendor Management, Corporate Social..., Social Impact, Web Content, Website Development, Branding & Identity, Corporate Branding, HTML, Video Editing, Digital Marketing, Content Marketing, Content Management, Design Management, Print Management, Messaging, Presentations, People Management, Cross-functional Team..., Writing, CMS, Audio Editing, Social Media Marketing, User Interface Design, Online Marketing
Education
Georgetown University
BA, English, Psychology - cum laude
Joseph Wayne Joseph Wayne's Investment Company Institute Experience May 2011 - July 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC September 2013 - Present
PwC June 2012 - August 2012
US Securities and Exchange Commission September 2011 - November 2011
Investment Company Institute May 2011 - July 2011
E*TRADE Financial July 2008 - July 2010
Skills
Financial Services, Capital Markets, Corporate Governance, Due Diligence, Private Equity, Corporate Law, Finance, Securities, AML, Research, Legal Writing, Financial Analysis, Financial Risk, Risk Management, Anti Money Laundering
Education
The George Washington University Law School 2010 — 2013
J.D.
Wesleyan University 2004 — 2008
B.A., Government
PwC September 2013 - Present
PwC June 2012 - August 2012
US Securities and Exchange Commission September 2011 - November 2011
Investment Company Institute May 2011 - July 2011
E*TRADE Financial July 2008 - July 2010
Skills
Financial Services, Capital Markets, Corporate Governance, Due Diligence, Private Equity, Corporate Law, Finance, Securities, AML, Research, Legal Writing, Financial Analysis, Financial Risk, Risk Management, Anti Money Laundering
Education
The George Washington University Law School 2010 — 2013
J.D.
Wesleyan University 2004 — 2008
B.A., Government
Sierra Kaufman's Investment Company Institute Experience May 2014 - August 2014
Job Associate at 284 Partners, LLC
Industry Financial Services
Experience
284 Partners, LLC March 2015 - Present
Investment Company Institute May 2014 - August 2014
Dwellworks May 2013 - August 2013
Dwellworks, LLC May 2013 - August 2013
Michigan State University September 2011 - May 2013
Treasure Homes Realty November 2010 - August 2012
Education
Michigan State University 2011 — 2014
BA, International Relations, Economics
284 Partners, LLC March 2015 - Present
Investment Company Institute May 2014 - August 2014
Dwellworks May 2013 - August 2013
Dwellworks, LLC May 2013 - August 2013
Michigan State University September 2011 - May 2013
Treasure Homes Realty November 2010 - August 2012
Education
Michigan State University 2011 — 2014
BA, International Relations, Economics
Donald J. Morrissey's Investment Company Institute Experience March 1995 - June 2003
Job at Huawei Technologies (USA)
Industry Government Relations
Experience
Huawei Technologies (USA) April 2011 - Present
DJM, LLC June 2003 - April 2011
Investment Company Institute March 1995 - June 2003
Skills
Legislative Relations, Politics, Public Relations, Research, Strategic Communications, Social Media, Marketing Communications, Media Relations, Policy, Strategic Planning, Speech Writing, Corporate Communications, Advertising, Business Strategy, Public Policy, Public Speaking, Legislative Affairs, Fundraising, Grassroots Organizing, Start-ups, Government, Crisis Communications, Strategy, Business Development, Political Campaigns, New Business Development, Public Affairs, Strategic Partnerships, International Relations, Press Releases, Analysis, Legislation, Policy Analysis, Crisis Management, Leadership, Proposal Writing, Program Management, Event Management, Management Consulting, Political Communication, Community Development, Messaging, Message Development, Internal Communications, Coalitions, Grassroots, Corporate Social...
Education
Cornell University 1974 — 1979
BA Economics
Huawei Technologies (USA) April 2011 - Present
DJM, LLC June 2003 - April 2011
Investment Company Institute March 1995 - June 2003
Skills
Legislative Relations, Politics, Public Relations, Research, Strategic Communications, Social Media, Marketing Communications, Media Relations, Policy, Strategic Planning, Speech Writing, Corporate Communications, Advertising, Business Strategy, Public Policy, Public Speaking, Legislative Affairs, Fundraising, Grassroots Organizing, Start-ups, Government, Crisis Communications, Strategy, Business Development, Political Campaigns, New Business Development, Public Affairs, Strategic Partnerships, International Relations, Press Releases, Analysis, Legislation, Policy Analysis, Crisis Management, Leadership, Proposal Writing, Program Management, Event Management, Management Consulting, Political Communication, Community Development, Messaging, Message Development, Internal Communications, Coalitions, Grassroots, Corporate Social...
Education
Cornell University 1974 — 1979
BA Economics
Emily A. Gallagher's Investment Company Institute Experience June 2011 - Present
Job Economist
Industry Public Policy
Experience
Investment Company Institute June 2011 - Present
New America Foundation April 2009 - September 2009
Deutsche Bank February 2008 - March 2009
Alcoa June 2006 - February 2008
Skills
SAS, SQL, Stata, VBA, Excel, Forecasting, Econometrics, Data Analysis, Microsoft Excel, Quantitative Analytics, Bloomberg, Statistics, Economics, Policy Analysis
Education
Paris School of Economics / École d'économie de Paris 2011 — 2015
PhD
Université Panthéon Sorbonne (Paris I) 2009 — 2011
MSc
University of Cambridge 2008 — 2008
Certificate
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelors
Investment Company Institute June 2011 - Present
New America Foundation April 2009 - September 2009
Deutsche Bank February 2008 - March 2009
Alcoa June 2006 - February 2008
Skills
SAS, SQL, Stata, VBA, Excel, Forecasting, Econometrics, Data Analysis, Microsoft Excel, Quantitative Analytics, Bloomberg, Statistics, Economics, Policy Analysis
Education
Paris School of Economics / École d'économie de Paris 2011 — 2015
PhD
Université Panthéon Sorbonne (Paris I) 2009 — 2011
MSc
University of Cambridge 2008 — 2008
Certificate
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelors
Samantha Coceano Samantha Coceano's Investment Company Institute Experience July 2012 - October 2014
Job Probationary Firefighter/EMT at Fairfax County Fire and Rescue Department
Industry Public Safety
Experience
Fairfax County Fire and Rescue Department October 2014 - Present
Fairfax County Volunteer Fire and Rescue Association July 2013 - October 2014
Investment Company Institute July 2012 - October 2014
Greater Washington Publishing January 2012 - May 2012
xScion Solutions December 2011 - January 2012
Skills
Graphic Design, Illustration, Branding & Identity, Web Design, Visual Communication, Watercolor Illustration, Typography, Photoshop, Adobe Creative Suite, InDesign, Graphics
Education
Shepherd University 2009 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Southwestern College 2007 — 2009
Associate of Arts (AA), Graphic Design
Fairfax County Fire and Rescue Department October 2014 - Present
Fairfax County Volunteer Fire and Rescue Association July 2013 - October 2014
Investment Company Institute July 2012 - October 2014
Greater Washington Publishing January 2012 - May 2012
xScion Solutions December 2011 - January 2012
Skills
Graphic Design, Illustration, Branding & Identity, Web Design, Visual Communication, Watercolor Illustration, Typography, Photoshop, Adobe Creative Suite, InDesign, Graphics
Education
Shepherd University 2009 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Southwestern College 2007 — 2009
Associate of Arts (AA), Graphic Design
Alexandra Carucci's Investment Company Institute Experience August 2007 - January 2011
Job Senior Capacity Strategist at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com September 2014 - Present
salesforce.com February 2014 - September 2014
salesforce.com October 2013 - February 2014
CareerBuilder.com October 2010 - September 2013
Investment Company Institute August 2007 - January 2011
Bank of New York Mellon May 2006 - August 2006
Zogby International May 2005 - August 2005
Skills
Email Marketing, Recruiting, Marketing, Microsoft Excel, Sales Process, Government, Data Analysis, Salesforce.com, Strategy, Social Media, Business Development, Strategic Planning, Market Research, Leadership, Management, Project Management, Sales, Analytics, Contract Negotiation, Market Analysis, Lead Generation, Finance, CRM, Analysis, Business Intelligence, Cloud Computing, Financial Analysis, Business Analysis
Education
Northwestern University 2013 — 2015
Master of Science (M.S.), Predictive Analytics, Predictive Analytics
James Madison University 2003 — 2007
BBA, International Business
Universidad de Salamanca
International Business
salesforce.com September 2014 - Present
salesforce.com February 2014 - September 2014
salesforce.com October 2013 - February 2014
CareerBuilder.com October 2010 - September 2013
Investment Company Institute August 2007 - January 2011
Bank of New York Mellon May 2006 - August 2006
Zogby International May 2005 - August 2005
Skills
Email Marketing, Recruiting, Marketing, Microsoft Excel, Sales Process, Government, Data Analysis, Salesforce.com, Strategy, Social Media, Business Development, Strategic Planning, Market Research, Leadership, Management, Project Management, Sales, Analytics, Contract Negotiation, Market Analysis, Lead Generation, Finance, CRM, Analysis, Business Intelligence, Cloud Computing, Financial Analysis, Business Analysis
Education
Northwestern University 2013 — 2015
Master of Science (M.S.), Predictive Analytics, Predictive Analytics
James Madison University 2003 — 2007
BBA, International Business
Universidad de Salamanca
International Business
Daniel Whipple Daniel Whipple's Investment Company Institute Experience August 2014 - April 2015
Job J.D. Candidate at The George Washington University
Industry Legal Services
Experience
Investment Company Institute August 2014 - April 2015
Opus Bank May 2014 - August 2014
US Securities and Exchange Commission September 2013 - April 2014
White & Case June 2013 - June 2013
NMS Properties, Inc May 2013 - June 2013
Downs Pest Control May 2010 - August 2012
Iowa Council for International Understanding January 2010 - May 2010
Skills
Legal Writing, Corporate Law, Public Speaking, Legal Research, Corporate Governance, Financial Analysis, Derivatives, Real Estate Transactions, International Relations, Capital Markets, Research, Westlaw, Policy, Repos, Compliance, Analysis
Education
The George Washington University Law School 2012 — 2015
Doctor of Law (JD)
Drake University 2009 — 2011
Bachelor of Science (B.S.), Finance
Snow College 2005 — 2007
Associate of Arts
Investment Company Institute August 2014 - April 2015
Opus Bank May 2014 - August 2014
US Securities and Exchange Commission September 2013 - April 2014
White & Case June 2013 - June 2013
NMS Properties, Inc May 2013 - June 2013
Downs Pest Control May 2010 - August 2012
Iowa Council for International Understanding January 2010 - May 2010
Skills
Legal Writing, Corporate Law, Public Speaking, Legal Research, Corporate Governance, Financial Analysis, Derivatives, Real Estate Transactions, International Relations, Capital Markets, Research, Westlaw, Policy, Repos, Compliance, Analysis
Education
The George Washington University Law School 2012 — 2015
Doctor of Law (JD)
Drake University 2009 — 2011
Bachelor of Science (B.S.), Finance
Snow College 2005 — 2007
Associate of Arts
Sarah Kultgen Sarah Kultgen's Investment Company Institute Experience November 2006 - March 2010
Job Ecommerce Analyst at PACCAR
Industry Marketing and Advertising
Experience
PACCAR January 2015 - Present
Y&RG Seattl October 2013 - January 2015
Cerner Corporation October 2011 - October 2013
OMI Industries 2011 - 2011
Bath Fitter Company June 2010 - August 2010
Investment Company Institute November 2006 - March 2010
Todd Shapiro Associates November 2008 - March 2009
News Corporation March 2008 - October 2008
Investment February 2008 - October 2008
Investment Company Institute February 2006 - November 2006
Skills
Data Analysis, Event Management, Press Releases, Customer Service, Marketing, Leadership
Education
University of Missouri 2009 — 2011
MBA, Marketing
Smith College 2001 — 2005
Bachelor of Arts, Economics
PACCAR January 2015 - Present
Y&RG Seattl October 2013 - January 2015
Cerner Corporation October 2011 - October 2013
OMI Industries 2011 - 2011
Bath Fitter Company June 2010 - August 2010
Investment Company Institute November 2006 - March 2010
Todd Shapiro Associates November 2008 - March 2009
News Corporation March 2008 - October 2008
Investment February 2008 - October 2008
Investment Company Institute February 2006 - November 2006
Skills
Data Analysis, Event Management, Press Releases, Customer Service, Marketing, Leadership
Education
University of Missouri 2009 — 2011
MBA, Marketing
Smith College 2001 — 2005
Bachelor of Arts, Economics
Ramesh Bhargava's Investment Company Institute Experience January 2013 - Present
Job Manager Software Development at Investment Company Institute
Industry Nonprofit Organization Management
Experience
Investment Company Institute January 2013 - Present
Investment Company Institute March 2011 - January 2013
Investment Company Institute August 1995 - March 2011
Skills
SQL, Business Intelligence, Software Development, Unix, Databases, Enterprise Architecture, Microsoft SQL Server, Software Project..., PL/SQL, XML, Linux, Business Analysis, Database Design, Java, Oracle, SDLC, HTML, SOA, Requirements Analysis, Solaris, Agile Methodologies, Data Modeling, Perl, Web Services, ETL, T-SQL, Data Warehousing
Education
Bowie State University 2000 — 2001
MS, Management Information Systems
City University of New York
BS, Information Systems
Investment Company Institute January 2013 - Present
Investment Company Institute March 2011 - January 2013
Investment Company Institute August 1995 - March 2011
Skills
SQL, Business Intelligence, Software Development, Unix, Databases, Enterprise Architecture, Microsoft SQL Server, Software Project..., PL/SQL, XML, Linux, Business Analysis, Database Design, Java, Oracle, SDLC, HTML, SOA, Requirements Analysis, Solaris, Agile Methodologies, Data Modeling, Perl, Web Services, ETL, T-SQL, Data Warehousing
Education
Bowie State University 2000 — 2001
MS, Management Information Systems
City University of New York
BS, Information Systems
Frank A. Brunotts Frank A. Brunotts's Investment Company Institute Experience January 1993 - May 1996
Job Sr. Internet Systems & Web Applications Administrator
Industry Information Technology and Services
Experience
Quotient, Inc. May 2002 - Present
Pointe Technology Group September 2001 - December 2001
Mindbank Consulting Group January 2001 - September 2001
Mindbank Consulting Group August 2000 - January 2001
Internet Society May 1996 - August 2000
Investment Company Institute January 1993 - May 1996
Aspen Systems Corporation March 1991 - December 1992
Skills
Apache 2, Apache, RHEL, System Administration, Perl Script, Bash, Subversion, Vsftpd, Solaris, System Deployment, Agile Methodologies, Software Development, Perl, Integration, SDLC, Unix, Web Applications, Requirements Analysis, Web Development, Servers
Education
Stanford University 1981 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Quotient, Inc. May 2002 - Present
Pointe Technology Group September 2001 - December 2001
Mindbank Consulting Group January 2001 - September 2001
Mindbank Consulting Group August 2000 - January 2001
Internet Society May 1996 - August 2000
Investment Company Institute January 1993 - May 1996
Aspen Systems Corporation March 1991 - December 1992
Skills
Apache 2, Apache, RHEL, System Administration, Perl Script, Bash, Subversion, Vsftpd, Solaris, System Deployment, Agile Methodologies, Software Development, Perl, Integration, SDLC, Unix, Web Applications, Requirements Analysis, Web Development, Servers
Education
Stanford University 1981 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Chen Liang's Investment Company Institute Experience August 2012 - December 2012
Job Fixed Income Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2014 - Present
AllianceBernstein May 2013 - August 2013
Bloomingdale's 2012 - 2013
US Securities and Exchange Commission September 2012 - December 2012
Investment Company Institute August 2012 - December 2012
City of New York CCRB May 2012 - August 2012
TIAA-CREF June 2011 - August 2011
Skills
Problem Solving, Research, Writing, Databases, Project Management, Client Relations Skills, Administrative Support, Organizational..., Bloomberg Terminal, Economics, Community Outreach, PowerPoint, Microsoft Excel, Recruiting
Education
Grinnell College 2010 — 2013
B.A., Economics
Washington University in St. Louis 2012 — 2012
Off-Campus Study Program in Washington D.C.
CFA Institute
AllianceBernstein 2014 - Present
AllianceBernstein May 2013 - August 2013
Bloomingdale's 2012 - 2013
US Securities and Exchange Commission September 2012 - December 2012
Investment Company Institute August 2012 - December 2012
City of New York CCRB May 2012 - August 2012
TIAA-CREF June 2011 - August 2011
Skills
Problem Solving, Research, Writing, Databases, Project Management, Client Relations Skills, Administrative Support, Organizational..., Bloomberg Terminal, Economics, Community Outreach, PowerPoint, Microsoft Excel, Recruiting
Education
Grinnell College 2010 — 2013
B.A., Economics
Washington University in St. Louis 2012 — 2012
Off-Campus Study Program in Washington D.C.
CFA Institute
Fred W. Moore, Jr. Fred W. Moore, Jr.'s Investment Company Institute Experience January 1993 - January 1996
Job Manager, Bus Service Operations at WMATA
Industry Transportation/Trucking/Railroad
Experience
Coach America/Dillon's Bus Service October 2010 - Present
Washington Metropolitan Area Transit Authority (WMATA) September 2006 - February 2008
Washington Metropolitan Area Transit Authority (WMATA) May 2005 - September 2006
Washington Metropolitan area Transit Authority (WMATA) January 2003 - May 2005
Hills Installation Service October 2000 - December 2002
Lockheed Martin IMS January 1996 - January 1998
Investment Company Institute January 1993 - January 1996
Skills
Public Transport, Bus, Class B CDL, Administration, Budgets, Customer Service, DOT Compliance, DOT regulations, Defensive Driving, Dispatching, Fleet Management, Government, Highways, Inspection, Light Rail, Logistics, Management, Metro, Operations Management, Policy, Project Planning, Rail, Rail Operations, Road, Safety Management..., Supervisory Skills, Sustainability, Team Building, Time Management, Training, Transit Operations, Transportation..., Transportation, Transportation..., Transportation Planning, Vehicles
Education
Montgomery College 1990 — 1992
Business Administration
University of Phoenix
Business Administration/Transportation Management
Coach America/Dillon's Bus Service October 2010 - Present
Washington Metropolitan Area Transit Authority (WMATA) September 2006 - February 2008
Washington Metropolitan Area Transit Authority (WMATA) May 2005 - September 2006
Washington Metropolitan area Transit Authority (WMATA) January 2003 - May 2005
Hills Installation Service October 2000 - December 2002
Lockheed Martin IMS January 1996 - January 1998
Investment Company Institute January 1993 - January 1996
Skills
Public Transport, Bus, Class B CDL, Administration, Budgets, Customer Service, DOT Compliance, DOT regulations, Defensive Driving, Dispatching, Fleet Management, Government, Highways, Inspection, Light Rail, Logistics, Management, Metro, Operations Management, Policy, Project Planning, Rail, Rail Operations, Road, Safety Management..., Supervisory Skills, Sustainability, Team Building, Time Management, Training, Transit Operations, Transportation..., Transportation, Transportation..., Transportation Planning, Vehicles
Education
Montgomery College 1990 — 1992
Business Administration
University of Phoenix
Business Administration/Transportation Management
Aaron Silverman's Investment Company Institute Experience March 1997 - January 1999
Job Communications Director, WARN Project at Public Broadcasting Service
Industry Marketing and Advertising
Experience
Public Broadcasting Service July 2011 - Present
ORFG Operations February 2007 - May 2011
Washington National Opera, New York City Opera, Sarasota Opera, Baltimore Opera, In Series, etc. 1998 - 2009
Weill Cornell Medical College June 2004 - January 2007
Glowing Toad Designs 2001 - 2002
Investment Company Institute March 1997 - January 1999
Skills
Leadership, Project Management, Program Management, Research, Editing, Nonprofits, Social Media, Fundraising, Budgets, Event Planning, Community Development, Event Management, Press Releases, Analysis, Proposal Writing, Content Strategy, Grants, Music, Strategic Planning, Marketing, Community Outreach, Grant Writing, Blogging, Strategic Communications, Volunteer Management, Media Relations, Proofreading, Marketing Communications, Public Speaking, Public Relations, Social Media Marketing, Corporate Communications, Journalism, Budgeting, Writing, Management, Digital Media, New Media, Technical Writing, Creative Writing
Education
The Catholic University of America 1998 — 2001
MM, Vocal Performance
St. John's College (MD) 1992 — 1996
BA, Liberal Arts
Montgomery Blair High School 1988 — 1992
Public Broadcasting Service July 2011 - Present
ORFG Operations February 2007 - May 2011
Washington National Opera, New York City Opera, Sarasota Opera, Baltimore Opera, In Series, etc. 1998 - 2009
Weill Cornell Medical College June 2004 - January 2007
Glowing Toad Designs 2001 - 2002
Investment Company Institute March 1997 - January 1999
Skills
Leadership, Project Management, Program Management, Research, Editing, Nonprofits, Social Media, Fundraising, Budgets, Event Planning, Community Development, Event Management, Press Releases, Analysis, Proposal Writing, Content Strategy, Grants, Music, Strategic Planning, Marketing, Community Outreach, Grant Writing, Blogging, Strategic Communications, Volunteer Management, Media Relations, Proofreading, Marketing Communications, Public Speaking, Public Relations, Social Media Marketing, Corporate Communications, Journalism, Budgeting, Writing, Management, Digital Media, New Media, Technical Writing, Creative Writing
Education
The Catholic University of America 1998 — 2001
MM, Vocal Performance
St. John's College (MD) 1992 — 1996
BA, Liberal Arts
Montgomery Blair High School 1988 — 1992
Randy Borregard's Investment Company Institute Experience June 2005 - October 2007
Job Analytics Manager at Deloitte
Industry Management Consulting
Experience
Deloitte June 2015 - Present
Accenture November 2010 - June 2015
Fannie Mae October 2007 - November 2010
Investment Company Institute June 2005 - October 2007
Skills
Business Analysis, Business Process..., Project Management, SAS, Data Analysis, Business Strategy, Risk Management, Program Management, Process Improvement, Strategic Planning, Business Development, Resource Management, Econometrics, Proposal Writing, Microsoft Excel, Microsoft Office, SOA, Strategic Communications, Finance, Analytics
Education
Michigan State University 1997 — 2001
Bachelor's degree, Information Technology
Eastern Michigan University 2001 — 2005
Master of Business Administration (MBA), Business/Commerce, General
Deloitte June 2015 - Present
Accenture November 2010 - June 2015
Fannie Mae October 2007 - November 2010
Investment Company Institute June 2005 - October 2007
Skills
Business Analysis, Business Process..., Project Management, SAS, Data Analysis, Business Strategy, Risk Management, Program Management, Process Improvement, Strategic Planning, Business Development, Resource Management, Econometrics, Proposal Writing, Microsoft Excel, Microsoft Office, SOA, Strategic Communications, Finance, Analytics
Education
Michigan State University 1997 — 2001
Bachelor's degree, Information Technology
Eastern Michigan University 2001 — 2005
Master of Business Administration (MBA), Business/Commerce, General
Carolyn Noble's Investment Company Institute Experience December 2013 - Present
Job United States House of Representatives
Industry Legislative Office
Experience
Investment Company Institute December 2013 - Present
U.S. House of Representatives May 2008 - Present
U.S. House of Representatives January 2008 - May 2008
US House of Representatives 2008 - 2008
Delta Development Group August 2007 - December 2007
U.S. Senate 2006 - 2006
U.S. House of Represenatives, Rep. Joe Pitts 2005 - 2005
Skills
Political Campaigns, Politics, Policy Analysis, Public Policy
Education
Messiah College 2004 — 2007
Bachelor of Arts, Politics and International Business
International Business Institute
Business, Economics, and Finance
Investment Company Institute December 2013 - Present
U.S. House of Representatives May 2008 - Present
U.S. House of Representatives January 2008 - May 2008
US House of Representatives 2008 - 2008
Delta Development Group August 2007 - December 2007
U.S. Senate 2006 - 2006
U.S. House of Represenatives, Rep. Joe Pitts 2005 - 2005
Skills
Political Campaigns, Politics, Policy Analysis, Public Policy
Education
Messiah College 2004 — 2007
Bachelor of Arts, Politics and International Business
International Business Institute
Business, Economics, and Finance
Spring Verstraete Spring Verstraete's Investment Company Institute Experience March 2007 - January 2008
Job Senior Recruiter, Talent Acquisition Manager/Client Manager, Team Lead and Account Executive, Operations/Project Mgmt
Industry Staffing and Recruiting
Experience
Capital One 2015 - Present
The Brattle Group November 2014 - December 2014
NewinCo May 2014 - August 2014
Rhodes & Weinstock, LLC October 2010 - April 2014
Brookfield Office Properties January 2008 - June 2011
Investment Company Institute March 2007 - January 2008
David Masselli PC October 2006 - March 2007
Skills
Applicant Tracking..., Technical Recruiting, Temporary Staffing, Temporary Placement, Talent Management, Sourcing, Training, Interviews, Career Counseling, Leadership, Employee Benefits, Strategy, Benefits Administration, Recruiting, HRIS, Cold Calling, Onboarding, Performance Management, Talent Acquisition, Executive Search, Social Media, Deferred Compensation, Internet Recruiting, Employee Relations, Resume Writing, Human Resources, Benefits Negotiation, Screening Resumes, Contract Recruitment, Consulting
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.)
Capital One 2015 - Present
The Brattle Group November 2014 - December 2014
NewinCo May 2014 - August 2014
Rhodes & Weinstock, LLC October 2010 - April 2014
Brookfield Office Properties January 2008 - June 2011
Investment Company Institute March 2007 - January 2008
David Masselli PC October 2006 - March 2007
Skills
Applicant Tracking..., Technical Recruiting, Temporary Staffing, Temporary Placement, Talent Management, Sourcing, Training, Interviews, Career Counseling, Leadership, Employee Benefits, Strategy, Benefits Administration, Recruiting, HRIS, Cold Calling, Onboarding, Performance Management, Talent Acquisition, Executive Search, Social Media, Deferred Compensation, Internet Recruiting, Employee Relations, Resume Writing, Human Resources, Benefits Negotiation, Screening Resumes, Contract Recruitment, Consulting
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.)
Anica Allen's Investment Company Institute Experience May 2007 - August 2010
Job Software Engineer at Varen Technologies
Industry Information Technology and Services
Experience
Varen Technologies September 2012 - Present
CQ - Roll Call Group August 2010 - September 2012
Investment Company Institute May 2007 - August 2010
Lockheed Martin Information Technology July 2005 - May 2007
Skills
JavaScript, HTML, Java, XML, C, Spring, CSS, SQL, Struts, JSP, XSLT, Groovy, Hibernate, JBoss, JSF, Wicket, Eclipse, Ant, Tomcat, Subversion, CVS, Unix, Linux, Web Applications, Maven, EJB, Databases, JBoss Application Server
Education
The George Washington University 2008 — 2010
MS, Computer Science
Rutgers University-New Brunswick 2000 — 2005
BS, Computer Science
Varen Technologies September 2012 - Present
CQ - Roll Call Group August 2010 - September 2012
Investment Company Institute May 2007 - August 2010
Lockheed Martin Information Technology July 2005 - May 2007
Skills
JavaScript, HTML, Java, XML, C, Spring, CSS, SQL, Struts, JSP, XSLT, Groovy, Hibernate, JBoss, JSF, Wicket, Eclipse, Ant, Tomcat, Subversion, CVS, Unix, Linux, Web Applications, Maven, EJB, Databases, JBoss Application Server
Education
The George Washington University 2008 — 2010
MS, Computer Science
Rutgers University-New Brunswick 2000 — 2005
BS, Computer Science
Tim Carrier Tim Carrier's Investment Company Institute Experience October 2010 - Present
Job Investment Risk Reporting Analyst at T. Rowe Price
Industry Research
Experience
T. Rowe Price November 2014 - Present
Investment Company Institute October 2010 - Present
Investment Company Institute November 2009 - October 2010
Investment Company Institute June 2008 - November 2009
Skills
Microsoft Excel, Data Analysis, Data Modeling, Quantitative Research, Risk Management, Analytics, Strategy, Mutual Funds
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Masters, Business Administration
St. Mary's College of Maryland 2005 — 2008
BS, Economics
CFA Institute
T. Rowe Price November 2014 - Present
Investment Company Institute October 2010 - Present
Investment Company Institute November 2009 - October 2010
Investment Company Institute June 2008 - November 2009
Skills
Microsoft Excel, Data Analysis, Data Modeling, Quantitative Research, Risk Management, Analytics, Strategy, Mutual Funds
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Masters, Business Administration
St. Mary's College of Maryland 2005 — 2008
BS, Economics
CFA Institute
Kimberly (Lunde) Agan, PT, DPT Kimberly (Lunde) Agan, PT, DPT's Investment Company Institute Experience August 2007 - May 2011
Job Staff Physical Therapist at MedStar/National Rehabilitation Network
Industry Hospital & Health Care
Experience
MedStar/National Rehabilitation Network June 2014 - Present
Hallmark Health System, Inc. September 2013 - May 2014
Gordon College Center for Balance, Mobility, and Wellness September 2012 - August 2013
Spaulding Rehabilitation Hospital, Outpatient Center March 2013 - May 2013
Physical Therapy Center for Clinical Education and Health Promotion September 2012 - December 2012
Portsmouth Regional Hospital June 2012 - August 2012
Newton Wellesley Hospital Outpatient Center January 2012 - April 2012
Spaulding Rehabilitation Hospital September 2011 - December 2011
Investment Company Institute August 2007 - May 2011
Walter Reed Army Medical Center September 2009 - December 2009
Skills
Physical Therapy, Sports Medicine, Outpatient Orthopedics, Neurokinetic Therapy, Vestibular..., Cpr Certified, Strength & Conditioning, Orthopedics, Concussions, Rehabilitation, Meditech, Health, Therapists, Healthcare, Economics, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SAS programming, Manual Therapy
Education
MGH Institute of Health Professions 2011 — 2014
Doctor of Physical Therapy, Physical Therapy/Therapist
Smith College 2003 — 2007
Bachelor of Arts (BA), Mathematics, Economics
MedStar/National Rehabilitation Network June 2014 - Present
Hallmark Health System, Inc. September 2013 - May 2014
Gordon College Center for Balance, Mobility, and Wellness September 2012 - August 2013
Spaulding Rehabilitation Hospital, Outpatient Center March 2013 - May 2013
Physical Therapy Center for Clinical Education and Health Promotion September 2012 - December 2012
Portsmouth Regional Hospital June 2012 - August 2012
Newton Wellesley Hospital Outpatient Center January 2012 - April 2012
Spaulding Rehabilitation Hospital September 2011 - December 2011
Investment Company Institute August 2007 - May 2011
Walter Reed Army Medical Center September 2009 - December 2009
Skills
Physical Therapy, Sports Medicine, Outpatient Orthopedics, Neurokinetic Therapy, Vestibular..., Cpr Certified, Strength & Conditioning, Orthopedics, Concussions, Rehabilitation, Meditech, Health, Therapists, Healthcare, Economics, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SAS programming, Manual Therapy
Education
MGH Institute of Health Professions 2011 — 2014
Doctor of Physical Therapy, Physical Therapy/Therapist
Smith College 2003 — 2007
Bachelor of Arts (BA), Mathematics, Economics
Chris Plantier Chris Plantier's Investment Company Institute Experience April 2011 - Present
Job Senior Economist at Investment Company Institute (ICI)
Industry Financial Services
Experience
Investment Company Institute April 2011 - Present
U.S. Department of Treasury December 2010 - March 2011
U.S. Department of Treasury July 2004 - December 2010
U.S. Department of Treasury May 2010 - June 2010
Reserve Bank of New Zealand September 1999 - May 2004
Skills
Economics, Macroeconomics, Banking, Research, Public Policy, Econometric Modeling, Empirical Research, Time Series Analysis, Mutual Funds, Monetary Policy, Fiscal Policy, Capital Markets, Analysis, Policy Analysis, Financial Markets, Econometrics, International Economics, Policy, Economic Policy, Economic Research
Education
Grinnell College
B.A.
Hemet High School
High School
University of California, Santa Barbara
PhD
University of California, Santa Barbara
MA
Investment Company Institute April 2011 - Present
U.S. Department of Treasury December 2010 - March 2011
U.S. Department of Treasury July 2004 - December 2010
U.S. Department of Treasury May 2010 - June 2010
Reserve Bank of New Zealand September 1999 - May 2004
Skills
Economics, Macroeconomics, Banking, Research, Public Policy, Econometric Modeling, Empirical Research, Time Series Analysis, Mutual Funds, Monetary Policy, Fiscal Policy, Capital Markets, Analysis, Policy Analysis, Financial Markets, Econometrics, International Economics, Policy, Economic Policy, Economic Research
Education
Grinnell College
B.A.
Hemet High School
High School
University of California, Santa Barbara
PhD
University of California, Santa Barbara
MA
Sibel Oyman's Investment Company Institute Experience August 2002 - June 2007
Job Experienced financial services manager excelling at increasing efficiency, uncovering opportunities, and driving ROI.
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
Erin Short's Investment Company Institute Experience July 2007 - Present
Job
Industry Financial Services
Experience
Investment Company Institute July 2007 - Present
Investment Company Institute October 2001 - July 2007
Investment Company Institute December 1998 - October 2001
Investment Company Institute June 1998 - December 1998
Investment Company Institute January 1998 - June 1998
Skills
Financial Modeling, Research, Data Analysis, Economics, Bloomberg, Investments, Statistics, Analysis
Education
The George Washington University 2004 — 2007
MBA, Finance/International Finance
University of Maryland College Park 1995 — 1997
Bachelor of Science, Finance
Elon University 1993 — 1995
Investment Company Institute July 2007 - Present
Investment Company Institute October 2001 - July 2007
Investment Company Institute December 1998 - October 2001
Investment Company Institute June 1998 - December 1998
Investment Company Institute January 1998 - June 1998
Skills
Financial Modeling, Research, Data Analysis, Economics, Bloomberg, Investments, Statistics, Analysis
Education
The George Washington University 2004 — 2007
MBA, Finance/International Finance
University of Maryland College Park 1995 — 1997
Bachelor of Science, Finance
Elon University 1993 — 1995
Janet Zavistovich's Investment Company Institute Experience November 1989 - Present
Job Senior Director, Communications Design at ICI
Industry Public Relations and Communications
Experience
Investment Company Institute November 1989 - Present
U.S. Catholic Conference February 1988 - November 1989
Skills
Corporate Communications, Social Media, Web Design, Print Collateral Design, Marketing Communications, Strategic Communications, Graphic Design, Social Media Marketing, Newsletters, Adobe Creative Suite, InDesign, Public Relations, Advertising
Education
Savannah College of Art and Design 1983 — 1986
BFA
Investment Company Institute November 1989 - Present
U.S. Catholic Conference February 1988 - November 1989
Skills
Corporate Communications, Social Media, Web Design, Print Collateral Design, Marketing Communications, Strategic Communications, Graphic Design, Social Media Marketing, Newsletters, Adobe Creative Suite, InDesign, Public Relations, Advertising
Education
Savannah College of Art and Design 1983 — 1986
BFA
Lauren Waugh's Investment Company Institute Experience October 2007 - June 2008
Job
Industry Design
Experience
Amazon November 2014 - Present
Amazon August 2013 - November 2014
Anthropologie July 2012 - July 2013
Anthropologie October 2010 - July 2012
North Carolina State University August 2009 - May 2010
Investment Company Institute October 2007 - June 2008
Investment Company Institute February 2005 - October 2007
Southern Progress Corporation (Time Inc.) June 2004 - December 2004
Skills
Interaction Design, User Experience, InDesign, Illustrator, Web Design, Adobe Creative Suite, Typography, Photoshop, Art Direction, Graphic Design, Branding & Identity, Layout, Illustration, Social Media, Adobe Fireworks
Education
North Carolina State University 2008 — 2010
Master of Graphic Design (MGD)
University of North Carolina at Chapel Hill 2000 — 2004
BA
Amazon November 2014 - Present
Amazon August 2013 - November 2014
Anthropologie July 2012 - July 2013
Anthropologie October 2010 - July 2012
North Carolina State University August 2009 - May 2010
Investment Company Institute October 2007 - June 2008
Investment Company Institute February 2005 - October 2007
Southern Progress Corporation (Time Inc.) June 2004 - December 2004
Skills
Interaction Design, User Experience, InDesign, Illustrator, Web Design, Adobe Creative Suite, Typography, Photoshop, Art Direction, Graphic Design, Branding & Identity, Layout, Illustration, Social Media, Adobe Fireworks
Education
North Carolina State University 2008 — 2010
Master of Graphic Design (MGD)
University of North Carolina at Chapel Hill 2000 — 2004
BA
Gwen Shaneyfelt's Investment Company Institute Experience September 2006 - September 2011
Job Sr. Vice President Global Accounting and Taxation
Industry Financial Services
Experience
Franklin Templeton Investments December 2004 - Present
Investment Company Institute September 2006 - September 2011
Morgan Stanley August 1995 - December 2004
KPMG July 1988 - August 1995
Skills
Financial Reporting, Accounting, Tax, Corporate Tax, Mutual Funds, Financial Analysis, Asset Management, SEC filings, Financial Modeling, Investments, Financial Services, Strategic Financial..., Investment Management, Securities, Due Diligence, Financial Planning
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Rock Valley College 1984 — 1986
Associates, Accountancy
Stanford Graduate School of Business Executive Education
Emerging CFO - Strategic Financial Leadership Program
Franklin Templeton Investments December 2004 - Present
Investment Company Institute September 2006 - September 2011
Morgan Stanley August 1995 - December 2004
KPMG July 1988 - August 1995
Skills
Financial Reporting, Accounting, Tax, Corporate Tax, Mutual Funds, Financial Analysis, Asset Management, SEC filings, Financial Modeling, Investments, Financial Services, Strategic Financial..., Investment Management, Securities, Due Diligence, Financial Planning
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Rock Valley College 1984 — 1986
Associates, Accountancy
Stanford Graduate School of Business Executive Education
Emerging CFO - Strategic Financial Leadership Program
Kimberly Burham's Investment Company Institute Experience June 2012 - Present
Job Economist at Investment Company Institute
Industry Research
Experience
Investment Company Institute June 2012 - Present
Social Security Administration July 2003 - June 2012
Watson Wyatt May 2001 - May 2003
Skills
Policy Analysis, Public Policy, Stata, SAS, Economics, Statistics, Research, Government, Data Analysis, Program Evaluation, Politics, Political Science, International..., Non-profits, Policy, Qualitative Research, Econometrics, Analysis, Political Campaigns, Legislative Relations, International Relations, Economic Research
Education
University of Notre Dame 1999 — 2003
M.A., Ph.D., Economics
Hastings College 1995 — 1999
BA, Economics, Political Science
Investment Company Institute June 2012 - Present
Social Security Administration July 2003 - June 2012
Watson Wyatt May 2001 - May 2003
Skills
Policy Analysis, Public Policy, Stata, SAS, Economics, Statistics, Research, Government, Data Analysis, Program Evaluation, Politics, Political Science, International..., Non-profits, Policy, Qualitative Research, Econometrics, Analysis, Political Campaigns, Legislative Relations, International Relations, Economic Research
Education
University of Notre Dame 1999 — 2003
M.A., Ph.D., Economics
Hastings College 1995 — 1999
BA, Economics, Political Science
Michelle Kretsch's Investment Company Institute Experience June 2013 - Present
Job Senior Director, Membership at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute June 2013 - Present
Investment Company Institute May 2007 - June 2013
Skills
Nonprofits, Marketing Communications
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Arts (BA), History & Political Science
Investment Company Institute June 2013 - Present
Investment Company Institute May 2007 - June 2013
Skills
Nonprofits, Marketing Communications
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Arts (BA), History & Political Science
Kenneth Fang's Investment Company Institute Experience June 2015 - Present
Job Assistant General Counsel at Investment Company Institute
Industry Investment Management
Experience
Investment Company Institute June 2015 - Present
ProShare Advisors, LLC June 2011 - May 2015
Goodwin Procter LLP February 2009 - June 2011
Morrison & Foerster LLP January 2008 - February 2009
US Securities and Exchange Commission September 2000 - January 2008
Education
Georgetown University Law Center 2000 — 2003
LL.M., Securities and Financial Regulation
University of Maryland School of Law 1997 — 2000
J.D.
University of Michigan 1992 — 1995
B.S.
Investment Company Institute June 2015 - Present
ProShare Advisors, LLC June 2011 - May 2015
Goodwin Procter LLP February 2009 - June 2011
Morrison & Foerster LLP January 2008 - February 2009
US Securities and Exchange Commission September 2000 - January 2008
Education
Georgetown University Law Center 2000 — 2003
LL.M., Securities and Financial Regulation
University of Maryland School of Law 1997 — 2000
J.D.
University of Michigan 1992 — 1995
B.S.
Chimeme Taylor's Investment Company Institute Experience 1993 - 1994
Job Executive Assistant to the President, Ogilvy & Mather Advertising, New York
Industry Executive Office
Experience
Ogilvy & Mather July 2012 - Present
Ogilvy & Mather December 2010 - July 2012
Ogilvy & Mather February 2005 - December 2010
Ogilvy & Mather February 2000 - February 2005
Blaylock & Partners September 1998 - February 2000
Brown & Wood LLP 1995 - 1998
Investment Company Institute 1993 - 1994
Pentagon 1990 - 1993
Skills
Management, Advertising, Executive Level..., Social Media, Event Planning, Account Coordination, Priority Management, Microsoft Office, Event Management, Account Management, Presentation Preparation, Collaboration Tools, Execution Skills, Keynote, Business Networking, Finance, Legal Documents, Project Management, Public Relations, Marketing Communications, Integrated Marketing, Creative Direction, Global Project..., Social Media Marketing, Online Advertising, Direct Marketing, Facebook, Social Networking, Email Marketing, Marketing, Digital Media, Online Marketing, CRM, Digital Marketing, Creative Strategy, Marketing Strategy, Training, Administrative..., Budgets, Internal Communications, Copywriting, Relationship Marketing, Direct Mail, Brand Management
Education
American Management Association, NY 2000 — 2002
Effective Presentation Skills for Technical Professionals
American Management Association, NY 2000 — 2002
Certificate, Assertiveness Training for Managers
American Management Association, NY 2000 — 2002
Certificate, Management Skills for Administrative Professionals
American Management Association, NY 2000 — 2002
Certificate, Project Management
American Management Association, NY 2000 — 2002
Certificate, Successful Meeting Planning
Barclay Career School
Paralegal, Paralegal Studies
Long Island University, Brooklyn Campus
Ogilvy & Mather July 2012 - Present
Ogilvy & Mather December 2010 - July 2012
Ogilvy & Mather February 2005 - December 2010
Ogilvy & Mather February 2000 - February 2005
Blaylock & Partners September 1998 - February 2000
Brown & Wood LLP 1995 - 1998
Investment Company Institute 1993 - 1994
Pentagon 1990 - 1993
Skills
Management, Advertising, Executive Level..., Social Media, Event Planning, Account Coordination, Priority Management, Microsoft Office, Event Management, Account Management, Presentation Preparation, Collaboration Tools, Execution Skills, Keynote, Business Networking, Finance, Legal Documents, Project Management, Public Relations, Marketing Communications, Integrated Marketing, Creative Direction, Global Project..., Social Media Marketing, Online Advertising, Direct Marketing, Facebook, Social Networking, Email Marketing, Marketing, Digital Media, Online Marketing, CRM, Digital Marketing, Creative Strategy, Marketing Strategy, Training, Administrative..., Budgets, Internal Communications, Copywriting, Relationship Marketing, Direct Mail, Brand Management
Education
American Management Association, NY 2000 — 2002
Effective Presentation Skills for Technical Professionals
American Management Association, NY 2000 — 2002
Certificate, Assertiveness Training for Managers
American Management Association, NY 2000 — 2002
Certificate, Management Skills for Administrative Professionals
American Management Association, NY 2000 — 2002
Certificate, Project Management
American Management Association, NY 2000 — 2002
Certificate, Successful Meeting Planning
Barclay Career School
Paralegal, Paralegal Studies
Long Island University, Brooklyn Campus
Jean Crumrine's Investment Company Institute Experience 1991 - 1998
Job Research Director at ChangeWave Research
Industry Market Research
Experience
451 ChangeWave Research May 2004 - Present
InvestorPlace Media 2004 - 2011
Investment Company Institute 1991 - 1998
Arbitron 1989 - 1991
Skills
Market Research, Email Marketing, Research, Data Analysis, Social Media, Marketing Strategy, Microsoft Office, Social Media Marketing, Business Analysis, Business Intelligence, Marketing Communications, Microsoft Excel, Customer Service, Copywriting, PowerPoint, Management Consulting, Public Speaking, Online Research, Competitive Analysis, Qualitative Research, Social Networking, Editing, Project Management
Education
University of Maryland University College 1990 — 1996
MBA, Marketing
St. Mary's College of Maryland 1980 — 1984
BA, Economics
451 ChangeWave Research May 2004 - Present
InvestorPlace Media 2004 - 2011
Investment Company Institute 1991 - 1998
Arbitron 1989 - 1991
Skills
Market Research, Email Marketing, Research, Data Analysis, Social Media, Marketing Strategy, Microsoft Office, Social Media Marketing, Business Analysis, Business Intelligence, Marketing Communications, Microsoft Excel, Customer Service, Copywriting, PowerPoint, Management Consulting, Public Speaking, Online Research, Competitive Analysis, Qualitative Research, Social Networking, Editing, Project Management
Education
University of Maryland University College 1990 — 1996
MBA, Marketing
St. Mary's College of Maryland 1980 — 1984
BA, Economics
Jason Ost's Investment Company Institute Experience January 2005 - August 2006
Job Analytics and insight
Industry Information Technology and Services
Experience
Facebook July 2015 - Present
University of California, Berkeley August 2013 - May 2015
Facebook June 2014 - August 2014
SocialCode June 2012 - August 2013
Working Assets May 2011 - June 2012
Catalist August 2006 - May 2011
Investment Company Institute January 2005 - August 2006
Urban Institute August 2001 - January 2005
Noto & Oswald, PC June 1999 - August 2001
Skills
Data Mining, SAS, R, Analytics, Predictive Modeling, Statistics, Predictive Analytics, Data Analysis, ArcGIS, SPSS, Logistic Regression, ETL, VBA, Multivariate Analysis, Business Intelligence, Weka, Python, Shell Scripting, Visual Basic, PL/SQL, Database Development, Data Visualization, Market Research, Survey Design, Vendor Management, SQL, Statistical Modeling, Machine Learning, JavaScript, HTML, CSS, Databases
Education
University of California, Berkeley - School of Information 2013 — 2015
Master of Information Management and Systems
Georgetown University 1995 — 1999
BA, Economics and Government
Facebook July 2015 - Present
University of California, Berkeley August 2013 - May 2015
Facebook June 2014 - August 2014
SocialCode June 2012 - August 2013
Working Assets May 2011 - June 2012
Catalist August 2006 - May 2011
Investment Company Institute January 2005 - August 2006
Urban Institute August 2001 - January 2005
Noto & Oswald, PC June 1999 - August 2001
Skills
Data Mining, SAS, R, Analytics, Predictive Modeling, Statistics, Predictive Analytics, Data Analysis, ArcGIS, SPSS, Logistic Regression, ETL, VBA, Multivariate Analysis, Business Intelligence, Weka, Python, Shell Scripting, Visual Basic, PL/SQL, Database Development, Data Visualization, Market Research, Survey Design, Vendor Management, SQL, Statistical Modeling, Machine Learning, JavaScript, HTML, CSS, Databases
Education
University of California, Berkeley - School of Information 2013 — 2015
Master of Information Management and Systems
Georgetown University 1995 — 1999
BA, Economics and Government
Linda Brenner's Investment Company Institute Experience July 1993 - Present
Job Director of Distribution Management & Operations at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute July 1993 - Present
Kemper Funds 1989 - 1993
AMA Investment Advisers 1987 - 1989
Skills
Mutual Funds
Education
Brandeis University 1981 — 1985
B.A., Economics and English
Loyola University of Chicago
Investment Company Institute July 1993 - Present
Kemper Funds 1989 - 1993
AMA Investment Advisers 1987 - 1989
Skills
Mutual Funds
Education
Brandeis University 1981 — 1985
B.A., Economics and English
Loyola University of Chicago
Diana Herrmann's Investment Company Institute Experience 2004 - 2013
Job President & CEO at Aquila Investment Management
Industry Investment Management
Experience
Aquila Investment Management LLC 2003 - Present
Aquila Management Corporation 1986 - Present
Investment Company Institute 2004 - 2013
ICI Mutual Insurance Company, RRG 2010 - 2012
European American Bank 1981 - 1986
Skills
Asset Managment
Education
Harvard Business School 1996 — 1996
AMP, Business
Colby College 1976 — 1980
BA, Human Development (combo Psych / Soc / Philosophy) / Art
Aquila Investment Management LLC 2003 - Present
Aquila Management Corporation 1986 - Present
Investment Company Institute 2004 - 2013
ICI Mutual Insurance Company, RRG 2010 - 2012
European American Bank 1981 - 1986
Skills
Asset Managment
Education
Harvard Business School 1996 — 1996
AMP, Business
Colby College 1976 — 1980
BA, Human Development (combo Psych / Soc / Philosophy) / Art
Gary Carrai's Investment Company Institute Experience April 1997 - April 1999
Job Senior Vice President, HNW Solutions at LPL Financial and CoFounder of Fortigent
Industry Investment Management
Experience
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
Greg Ahern's Investment Company Institute Experience December 2004 - October 2012
Job Chief Public Communications Officer at Investment Company Institute
Industry Public Relations and Communications
Experience
Financial Industry Regulatory Authority October 2012 - Present
Investment Company Institute December 2004 - October 2012
Education
Brown University 1970 — 1974
Bachelor of Arts (B.A.), American History and English Literature
Financial Industry Regulatory Authority October 2012 - Present
Investment Company Institute December 2004 - October 2012
Education
Brown University 1970 — 1974
Bachelor of Arts (B.A.), American History and English Literature
Diane Butler's Investment Company Institute Experience 2004 - 2013
Job U.S. & Offshore Fund Operations, Distribution, Compliance & Risk Management
Industry Financial Services
Experience
Diane E. Butler, LLC February 2015 - Present
Investment Company Institute 2004 - 2013
Investment Company Institute (ICI) 1998 - 2004
Investment Company Institute 1990 - 1997
State Street Bank 1982 - 1990
Skills
Mutual Funds, Transfer Agency, Asset Management, Financial Services, Securities, Relationship Management, Project Management, Equities, Alternative Investments, Risk Management, Fund Accounting, Management, Hedge Funds, Wealth Management, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance
Boston University - School of Management
Bachelor of Science (BS), Business Administration - Marketing
Diane E. Butler, LLC February 2015 - Present
Investment Company Institute 2004 - 2013
Investment Company Institute (ICI) 1998 - 2004
Investment Company Institute 1990 - 1997
State Street Bank 1982 - 1990
Skills
Mutual Funds, Transfer Agency, Asset Management, Financial Services, Securities, Relationship Management, Project Management, Equities, Alternative Investments, Risk Management, Fund Accounting, Management, Hedge Funds, Wealth Management, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance
Boston University - School of Management
Bachelor of Science (BS), Business Administration - Marketing
Dean Sackett's Investment Company Institute Experience March 2009 - Present
Job Chief Government Affairs Officer & CoHead at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute March 2009 - Present
Investment Company Institute December 2003 - March 2009
Investment Company Institute June 2000 - December 2003
National Association of Professional Insurance Agents March 1994 - June 2000
Congressman Bob Livingston January 1991 - March 1994
Congressman Bob Livingston September 1989 - January 1991
Skills
Public Policy, Strategic Communications, Politics, Legislative Relations, Corporate Communications, Policy Analysis, Public Relations, Public Affairs, Editing, Legislation, Crisis Communications, Political Campaigns, Political Communication, Political Consulting, Speech Writing, International Relations, Government, Political Science
Education
The George Washington University Law School 1986 — 1989
Doctor of Law (J.D.)
West Virginia University 1981 — 1986
Bachelor of Arts (B.A.), Psychology
Investment Company Institute March 2009 - Present
Investment Company Institute December 2003 - March 2009
Investment Company Institute June 2000 - December 2003
National Association of Professional Insurance Agents March 1994 - June 2000
Congressman Bob Livingston January 1991 - March 1994
Congressman Bob Livingston September 1989 - January 1991
Skills
Public Policy, Strategic Communications, Politics, Legislative Relations, Corporate Communications, Policy Analysis, Public Relations, Public Affairs, Editing, Legislation, Crisis Communications, Political Campaigns, Political Communication, Political Consulting, Speech Writing, International Relations, Government, Political Science
Education
The George Washington University Law School 1986 — 1989
Doctor of Law (J.D.)
West Virginia University 1981 — 1986
Bachelor of Arts (B.A.), Psychology
Victoria Schwartz's Investment Company Institute Experience 1980 - 1985
Job DC Licensed Tour Guide
Industry Hospitality
Experience
Self Employed January 1987 - Present
Investment Company Institute 1980 - 1985
Skills
Tourism, Hospitality, Hospitality Industry, Public Relations, Event Management
Education
Marymount University 1982 — 1985
MBA
Self Employed January 1987 - Present
Investment Company Institute 1980 - 1985
Skills
Tourism, Hospitality, Hospitality Industry, Public Relations, Event Management
Education
Marymount University 1982 — 1985
MBA
Terri Brooks's Investment Company Institute Experience September 1996 - October 2009
Job Volunteer Extraordinaire
Industry Civic & Social Organization
Experience
Not In Conventional Employment ~ NICE October 2009 - Present
SLA 1979 - Present
Investment Company Institute September 1996 - October 2009
Furash & Company 1993 - 1996
GTE Spacenet Corporation 1984 - 1993
World Resources Institute 1982 - 1985
CENTEC Corporation 1978 - 1982
Education
University of Washington 1970 — 1974
Master of Librarianship, Librarianship
Idaho State University 1968 — 1970
BA, English
Willamette University 1966 — 1968
Not In Conventional Employment ~ NICE October 2009 - Present
SLA 1979 - Present
Investment Company Institute September 1996 - October 2009
Furash & Company 1993 - 1996
GTE Spacenet Corporation 1984 - 1993
World Resources Institute 1982 - 1985
CENTEC Corporation 1978 - 1982
Education
University of Washington 1970 — 1974
Master of Librarianship, Librarianship
Idaho State University 1968 — 1970
BA, English
Willamette University 1966 — 1968
Chris Wloszczyna's Investment Company Institute Experience 1994 - 2007
Job Media relations/communications consultant
Industry Financial Services
Experience
DAI Partners January 2013 - Present
CFP Board November 2007 - February 2010
Investment Company Institute 1994 - 2007
USA TODAY 1983 - 1994
Skills
Public Relations, Speech Writing, Strategic Communications, Media Relations, Editing, Corporate Communications, Crisis Communications, Copy Editing, Newsletters, Internal Communications, Press Releases, Marketing Communications, Copywriting, Blogging, Journalism
Education
Saint Bonaventure University 1972 — 1974
DAI Partners January 2013 - Present
CFP Board November 2007 - February 2010
Investment Company Institute 1994 - 2007
USA TODAY 1983 - 1994
Skills
Public Relations, Speech Writing, Strategic Communications, Media Relations, Editing, Corporate Communications, Crisis Communications, Copy Editing, Newsletters, Internal Communications, Press Releases, Marketing Communications, Copywriting, Blogging, Journalism
Education
Saint Bonaventure University 1972 — 1974
Misty Gibson, Esq.'s Investment Company Institute Experience 2001 - 2003
Job Director of Grants Administration at the Joseph and Harvey Meyerhoff Family Charitable Funds
Industry Philanthropy
Experience
Joseph and Harvey Meyerhoff Family Charitable Funds 2007 - Present
Executive Office of Maryland Governor Robert L. Ehrlich, Jr. 2003 - 2007
Investment Company Institute 2001 - 2003
U.S. Department of the Interior 1999 - 2001
Education
University of Baltimore School of Law 2007 — 2011
Law
Otterbein University 1995 — 1999
Joseph and Harvey Meyerhoff Family Charitable Funds 2007 - Present
Executive Office of Maryland Governor Robert L. Ehrlich, Jr. 2003 - 2007
Investment Company Institute 2001 - 2003
U.S. Department of the Interior 1999 - 2001
Education
University of Baltimore School of Law 2007 — 2011
Law
Otterbein University 1995 — 1999
Joanne Kane's Investment Company Institute Experience November 2013 - Present
Job Director Operations & Transfer Agency at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute November 2013 - Present
Columbia Management Investment Services Corp. February 2005 - October 2013
IXIS Asset Management Services 1999 - 2005
Liberty Fund Services, Inc 1987 - 1999
Skills
Mutual Funds, Corporate Governance, Transfer Agency..., Regulatory Compliance, Series 6, Series 63, Series 26, FINRA, Asset Management, Alternative Investments, Vendor Management, Relationship Management, Financial Services, Hedge Funds, Securities, Fixed Income, Operations Management, Investments, Management
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Finance, General
Investment Company Institute November 2013 - Present
Columbia Management Investment Services Corp. February 2005 - October 2013
IXIS Asset Management Services 1999 - 2005
Liberty Fund Services, Inc 1987 - 1999
Skills
Mutual Funds, Corporate Governance, Transfer Agency..., Regulatory Compliance, Series 6, Series 63, Series 26, FINRA, Asset Management, Alternative Investments, Vendor Management, Relationship Management, Financial Services, Hedge Funds, Securities, Fixed Income, Operations Management, Investments, Management
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Finance, General
Dean R. Sackett III's Investment Company Institute Experience June 2000 - Present
Job Chief Government Affairs Officer & CoHead at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute June 2000 - Present
National Association of Professional Insurance Agents March 1994 - June 2000
Congressman Bob Livingston / House Appropriations Committee September 1989 - March 1994
Skills
Public Policy, Legislative Relations, Strategic Communications, Policy Analysis, Legislation, Politics, Government, Political Campaigns, Political Consulting, Coalitions, Political Communication, Legislative Research, Political Science, Speech Writing, Public Affairs
Education
The George Washington University Law School 1986 — 1989
J.D., Law
West Virginia University
BA, Psychology
Investment Company Institute June 2000 - Present
National Association of Professional Insurance Agents March 1994 - June 2000
Congressman Bob Livingston / House Appropriations Committee September 1989 - March 1994
Skills
Public Policy, Legislative Relations, Strategic Communications, Policy Analysis, Legislation, Politics, Government, Political Campaigns, Political Consulting, Coalitions, Political Communication, Legislative Research, Political Science, Speech Writing, Public Affairs
Education
The George Washington University Law School 1986 — 1989
J.D., Law
West Virginia University
BA, Psychology
Kenneth Morris's Investment Company Institute Experience September 1992 - February 2004
Job IT Manager / Solutions Architect / Technical Leader / Strategic Planner
Industry Information Technology and Services
Experience
GlobalNet Services, Inc. May 2015 - Present
Summit Consulting, LLC December 2013 - August 2014
NORC at the University of Chicago July 2010 - August 2013
SRA International November 2008 - July 2010
Data Sciences Inc. August 2004 - August 2008
Investment Company Institute September 1992 - February 2004
Investment Company Institute September 1992 - February 2004
Skills
Technical Leadership, Effective Communication, Active Listening, Promoting Collaboration, Driving Consensus, Compliance Management, Vendor Evaluation and..., Straightforward..., Documentation, Data Analysis, Integration, Migration, Deployment, Shell Scripting, CAI (Computer-Assisted..., Oracle Webcenter..., Blaise CAI Software, Voxco Command Center..., Web Accessibility / 508..., Strategic Planning, Windows, Unix, Databases, SQL, SQL Server, T-SQL,..., Stored Procedures, Triggers, Oracle, PL/SQL, Cloud Computing SaaS /..., Virtualization, Office 365, Software Development, Client/Server, SDLC, Version Control (SVN,..., Data Architecture, Server Architecture, JIRA, SSIS, Java Enterprise Edition, J2EE, HTML, CSS, JavaScript, Python, JDeveloper, TOAD, PowerBuilder, Informatica
Education
Vassar College
B.A., Computer Science/Film
Dartmouth College
Computer Science.
GlobalNet Services, Inc. May 2015 - Present
Summit Consulting, LLC December 2013 - August 2014
NORC at the University of Chicago July 2010 - August 2013
SRA International November 2008 - July 2010
Data Sciences Inc. August 2004 - August 2008
Investment Company Institute September 1992 - February 2004
Investment Company Institute September 1992 - February 2004
Skills
Technical Leadership, Effective Communication, Active Listening, Promoting Collaboration, Driving Consensus, Compliance Management, Vendor Evaluation and..., Straightforward..., Documentation, Data Analysis, Integration, Migration, Deployment, Shell Scripting, CAI (Computer-Assisted..., Oracle Webcenter..., Blaise CAI Software, Voxco Command Center..., Web Accessibility / 508..., Strategic Planning, Windows, Unix, Databases, SQL, SQL Server, T-SQL,..., Stored Procedures, Triggers, Oracle, PL/SQL, Cloud Computing SaaS /..., Virtualization, Office 365, Software Development, Client/Server, SDLC, Version Control (SVN,..., Data Architecture, Server Architecture, JIRA, SSIS, Java Enterprise Edition, J2EE, HTML, CSS, JavaScript, Python, JDeveloper, TOAD, PowerBuilder, Informatica
Education
Vassar College
B.A., Computer Science/Film
Dartmouth College
Computer Science.
Robb Bunnen's Investment Company Institute Experience February 1986 - June 1990
Job President at Bunnen Financial Management LLC
Industry Investment Management
Experience
Bunnen Financial Management LLC February 2006 - Present
Victory SBSF Capital Management June 1993 - February 2006
Renaissance Investment Management June 1990 - June 1993
Investment Company Institute February 1986 - June 1990
US Securities & Exchange Commission July 1983 - February 1986
Neely & Player July 1980 - July 1983
Skills
Alternative Investments, Mergers, Due Diligence, Wealth Management, Investments, Asset Managment, Mutual Funds, Retirement Planning, Series 7, Real Estate, Licensing, Start-ups, Entrepreneurship, Portfolio Management, Restructuring, Mergers & Acquisitions, Asset Management, Securities, Venture Capital, Private Equity, Investment Management, Estate Planning, Investment Advisory, Hedge Funds
Education
Emory University School of Law 1977 — 1980
JD, Law
Tulane University 1973 — 1977
BA, History: Latin American Studies
Lawrence Academy
Lovett School
Bunnen Financial Management LLC February 2006 - Present
Victory SBSF Capital Management June 1993 - February 2006
Renaissance Investment Management June 1990 - June 1993
Investment Company Institute February 1986 - June 1990
US Securities & Exchange Commission July 1983 - February 1986
Neely & Player July 1980 - July 1983
Skills
Alternative Investments, Mergers, Due Diligence, Wealth Management, Investments, Asset Managment, Mutual Funds, Retirement Planning, Series 7, Real Estate, Licensing, Start-ups, Entrepreneurship, Portfolio Management, Restructuring, Mergers & Acquisitions, Asset Management, Securities, Venture Capital, Private Equity, Investment Management, Estate Planning, Investment Advisory, Hedge Funds
Education
Emory University School of Law 1977 — 1980
JD, Law
Tulane University 1973 — 1977
BA, History: Latin American Studies
Lawrence Academy
Lovett School
Jane Forsythe's Investment Company Institute Experience Director, Conferences and MeetingsNational Association of Counties1998 - 2001
Job Senior Director, Conferences at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute Director, Conferences and MeetingsNational Association of Counties1998 - 2001
Consumer Electronics Show 1993 - 1997
Consumer Electronics Show (CES) 1993 - 1997
Education
The George Washington University
Investment Company Institute Director, Conferences and MeetingsNational Association of Counties1998 - 2001
Consumer Electronics Show 1993 - 1997
Consumer Electronics Show (CES) 1993 - 1997
Education
The George Washington University
Paula Cavanaugh Norman's Investment Company Institute Experience January 1991 - February 1994
Job Business Analyst Consultant at Optum and Information Technology Graduate Student at UMUC
Industry Health, Wellness and Fitness
Experience
Optum March 2013 - Present
UnitedHealth Group October 2011 - March 2013
Johns Hopkins HealthCare February 2003 - October 2011
Amerigroup Corporation April 2001 - February 2003
Mercer Human Resource Consulting May 2000 - April 2001
AvMed Health Plans October 1997 - March 1999
Principal Financial Group March 1994 - February 1997
Investment Company Institute January 1991 - February 1994
US Army January 1982 - January 1984
Skills
SAS, SSRS, T-SQL, SSIS, HIPAA, Access, Healthcare Information..., SDLC
Education
University of Maryland College Park 1986 — 1990
BS, Business and Management - Finance
Montgomery College
AA, Computer Science
University of Maryland University College
University of Maryland University College
Optum March 2013 - Present
UnitedHealth Group October 2011 - March 2013
Johns Hopkins HealthCare February 2003 - October 2011
Amerigroup Corporation April 2001 - February 2003
Mercer Human Resource Consulting May 2000 - April 2001
AvMed Health Plans October 1997 - March 1999
Principal Financial Group March 1994 - February 1997
Investment Company Institute January 1991 - February 1994
US Army January 1982 - January 1984
Skills
SAS, SSRS, T-SQL, SSIS, HIPAA, Access, Healthcare Information..., SDLC
Education
University of Maryland College Park 1986 — 1990
BS, Business and Management - Finance
Montgomery College
AA, Computer Science
University of Maryland University College
University of Maryland University College
Tom Selman, CFA's Investment Company Institute Experience 1992 - 1996
Job Executive Vice President, Regulatory Policy and Legal Compliance Officer, FINRA
Industry Capital Markets
Experience
Financial Industry Regulatory Authority 1996 - Present
Investment Company Institute 1992 - 1996
US Securities and Exchange Commission 1987 - 1992
Skills
Securities, Capital Markets, Equities, FINRA, Securities Regulation, Corporate Governance, Due Diligence, Corporate Law, Hedge Funds, Private Equity, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Services
Education
The University of Texas School of Law 1980 — 1983
Doctor of Law (J.D.), Law
Rice University 1976 — 1980
Bachelors of Arts, Economics and History
Financial Industry Regulatory Authority 1996 - Present
Investment Company Institute 1992 - 1996
US Securities and Exchange Commission 1987 - 1992
Skills
Securities, Capital Markets, Equities, FINRA, Securities Regulation, Corporate Governance, Due Diligence, Corporate Law, Hedge Funds, Private Equity, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Services
Education
The University of Texas School of Law 1980 — 1983
Doctor of Law (J.D.), Law
Rice University 1976 — 1980
Bachelors of Arts, Economics and History
Peter Gunas's Investment Company Institute Experience October 2010 - Present
Job Government Affairs Officer Retirement Security and Tax Policy at Investment Company Institute
Industry Government Relations
Experience
Investment Company Institute October 2010 - Present
Investment Company Institute April 2005 - September 2010
Bush Administration November 2004 - April 2005
Bush Administration August 2003 - November 2004
U.S. House of Representatives 2001 - 2001
U.S. House of Representatives 1999 - 2001
U.S. House of Representatives 1996 - 1999
U.S. Senator Paul Coverdell 1995 - 1996
Ford & Harrison LLP 1990 - 1993
Skills
Public Policy, Policy, Legislative Relations, Government, Legislation, Strategic Communications, Public Affairs, Politics, Coalitions, Speech Writing, Policy Analysis, Legislative Research, Political Campaigns, Political Science, Political Communication, Foreign Policy, Grassroots Organizing
Education
University of Michigan Graduate School of Business 2001 — 2003
M.B.A., Finance and Corporate Strategy
University of Maryland Graduate School of Journalism 1994 — 1995
M.A.
Southern Methodist University Dedman School of Law 1987 — 1990
J.D.
Dartmouth College 1983 — 1987
B.A., English
Investment Company Institute October 2010 - Present
Investment Company Institute April 2005 - September 2010
Bush Administration November 2004 - April 2005
Bush Administration August 2003 - November 2004
U.S. House of Representatives 2001 - 2001
U.S. House of Representatives 1999 - 2001
U.S. House of Representatives 1996 - 1999
U.S. Senator Paul Coverdell 1995 - 1996
Ford & Harrison LLP 1990 - 1993
Skills
Public Policy, Policy, Legislative Relations, Government, Legislation, Strategic Communications, Public Affairs, Politics, Coalitions, Speech Writing, Policy Analysis, Legislative Research, Political Campaigns, Political Science, Political Communication, Foreign Policy, Grassroots Organizing
Education
University of Michigan Graduate School of Business 2001 — 2003
M.B.A., Finance and Corporate Strategy
University of Maryland Graduate School of Journalism 1994 — 1995
M.A.
Southern Methodist University Dedman School of Law 1987 — 1990
J.D.
Dartmouth College 1983 — 1987
B.A., English
Elena Barone Chism's Investment Company Institute Experience November 2005 - Present
Job Associate General Counsel at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute November 2005 - Present
Groom Law Group 1999 - 2005
Skills
Securities, Legal Research, Policy Analysis, Securities Regulation, Public Speaking, Legal Writing, Government, Corporate Governance, Litigation, Mergers & Acquisitions, Politics, Policy
Education
George Washington University 1996 — 1999
JD, Law
Duke University 1992 — 1996
BA, Political Science, Biological Anthropology
Investment Company Institute November 2005 - Present
Groom Law Group 1999 - 2005
Skills
Securities, Legal Research, Policy Analysis, Securities Regulation, Public Speaking, Legal Writing, Government, Corporate Governance, Litigation, Mergers & Acquisitions, Politics, Policy
Education
George Washington University 1996 — 1999
JD, Law
Duke University 1992 — 1996
BA, Political Science, Biological Anthropology
Elaine Inouye, PHR, CCP's Investment Company Institute Experience 1988 - 1998
Job Admin. & Operations Manager | EA to CEO | Confidential Executive Support | Project Management | Business Operations
Industry Executive Office
Experience
Promedior, Inc. 2013 - Present
Comverse, Inc. 2012 - 2013
Galenea Corp. 2007 - 2011
Agencourt Bioscience Corp. (acquired by Beckman Coulter) 2004 - 2007
State Street Research & Management (acquired by BlackRock) 2001 - 2004
Investment Company Institute 1988 - 1998
Education
The Hong Kong Polytechnic University
Business Administration (BS equivalent)
Promedior, Inc. 2013 - Present
Comverse, Inc. 2012 - 2013
Galenea Corp. 2007 - 2011
Agencourt Bioscience Corp. (acquired by Beckman Coulter) 2004 - 2007
State Street Research & Management (acquired by BlackRock) 2001 - 2004
Investment Company Institute 1988 - 1998
Education
The Hong Kong Polytechnic University
Business Administration (BS equivalent)
Matthew Dickert's Investment Company Institute Experience March 2008 - September 2010
Job Project Director
Industry Research
Experience
Forbes Custom Magazines & Sections January 2013 - Present
United States Institute of Peace January 2011 - January 2013
Investment Company Institute March 2008 - September 2010
National Assembly, Republic of Korea January 2005 - February 2008
Skills
Economic Development, Mobile Banking, Micro-finance, Business Conditions..., Country Risk Analysis, Financial Modeling, Public-Private..., Research, International Relations, Emerging Market Analysis, Program Development, Program Management, Politics, Public/private..., Capacity Building, Nonprofits, Analysis, Public Speaking, Strategy, Policy
Education
George Mason University 2009 — 2011
MA, International Commerce and Policy
Beloit College 2000 — 2004
B.A., History
Forbes Custom Magazines & Sections January 2013 - Present
United States Institute of Peace January 2011 - January 2013
Investment Company Institute March 2008 - September 2010
National Assembly, Republic of Korea January 2005 - February 2008
Skills
Economic Development, Mobile Banking, Micro-finance, Business Conditions..., Country Risk Analysis, Financial Modeling, Public-Private..., Research, International Relations, Emerging Market Analysis, Program Development, Program Management, Politics, Public/private..., Capacity Building, Nonprofits, Analysis, Public Speaking, Strategy, Policy
Education
George Mason University 2009 — 2011
MA, International Commerce and Policy
Beloit College 2000 — 2004
B.A., History
Brent Newton's Investment Company Institute Experience December 1999 - Present
Job Relationship Manager at Investment Company Institute
Industry Investment Management
Experience
Investment Company Institute December 1999 - Present
Center for Strategic and International Studies (CSIS) April 1994 - November 1999
Skills
Mutual Funds, Investments, Relationship Management, Financial Services, Program Management, Policy Analysis
Education
The George Washington University 1994 — 1996
Master of Arts (MA), International Relations and Affairs
University of California, Davis 1987 — 1992
BA, U.S. History
Investment Company Institute December 1999 - Present
Center for Strategic and International Studies (CSIS) April 1994 - November 1999
Skills
Mutual Funds, Investments, Relationship Management, Financial Services, Program Management, Policy Analysis
Education
The George Washington University 1994 — 1996
Master of Arts (MA), International Relations and Affairs
University of California, Davis 1987 — 1992
BA, U.S. History
Kathleen Joaquin's Investment Company Institute Experience March 2012 - Present
Job Chief Industry Operations Officer
Industry Financial Services
Experience
Investment Company Institute March 2012 - Present
Investment Company Institute January 2004 - March 2012
Investment Company Institute June 1998 - January 2004
ICI Mutual Insurance Brokers, 1993 - 1997
Templeton Investments March 1986 - November 1989
Ernst & Young 1982 - 1986
Skills
Mutual Funds, Asset Management
Education
The George Washington University - School of Business
MBA, International Business and Finance
Florida Southern College
BS, Accounting
Investment Company Institute March 2012 - Present
Investment Company Institute January 2004 - March 2012
Investment Company Institute June 1998 - January 2004
ICI Mutual Insurance Brokers, 1993 - 1997
Templeton Investments March 1986 - November 1989
Ernst & Young 1982 - 1986
Skills
Mutual Funds, Asset Management
Education
The George Washington University - School of Business
MBA, International Business and Finance
Florida Southern College
BS, Accounting
Lisa Chaikin Hamman's Investment Company Institute Experience April 2004 - Present
Job Senior Associate Counsel at Investment Company Institute
Industry Investment Management
Experience
Investment Company Institute April 2004 - Present
Morgan, Lewis & Bockius LLP July 1998 - April 2004
Fidelity Investments February 1996 - July 1998
Education
Suffolk University Law School 1991 — 1995
JD
University of Michigan 1987 — 1991
BA, Political Science
Lexington High School 1985 — 1987
Investment Company Institute April 2004 - Present
Morgan, Lewis & Bockius LLP July 1998 - April 2004
Fidelity Investments February 1996 - July 1998
Education
Suffolk University Law School 1991 — 1995
JD
University of Michigan 1987 — 1991
BA, Political Science
Lexington High School 1985 — 1987
Jane Heinrichs's Investment Company Institute Experience May 2004 - Present
Job Associate General Counsel at the Investment Company Institute
Industry Nonprofit Organization Management
Experience
Investment Company Institute May 2004 - Present
Shearman & Sterling LLP October 2000 - April 2004
US Securities and Exchange Commission 1997 - 2000
Education
American University, Washington College of Law
JD, Law
State University of New York at Binghamton
Bachelor's degree, Philosophy
Investment Company Institute May 2004 - Present
Shearman & Sterling LLP October 2000 - April 2004
US Securities and Exchange Commission 1997 - 2000
Education
American University, Washington College of Law
JD, Law
State University of New York at Binghamton
Bachelor's degree, Philosophy
Jeff Naylor's Investment Company Institute Experience September 2012 - Present
Job Director, Operations and Distribution at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute September 2012 - Present
SunGard 2009 - September 2012
SunGard August 2004 - December 2008
SunGard September 2000 - September 2004
SunGard September 1997 - September 2000
DST Systems, Inc. 1995 - 1997
Skills
Business Analysis, Transfer Agency, Fund Administration, Securities, Fund Accounting, Back Office, Corporate Actions, Equities, Mutual Funds, Hedge Funds, Vendor Management, Wealth Management, Fixed Income, Asset Managment
Education
University of Kansas - Graduate School of Business 1989 — 1990
MBA
Graceland University 1982 — 1986
BA, BS, Business Administration / Psychology
Investment Company Institute September 2012 - Present
SunGard 2009 - September 2012
SunGard August 2004 - December 2008
SunGard September 2000 - September 2004
SunGard September 1997 - September 2000
DST Systems, Inc. 1995 - 1997
Skills
Business Analysis, Transfer Agency, Fund Administration, Securities, Fund Accounting, Back Office, Corporate Actions, Equities, Mutual Funds, Hedge Funds, Vendor Management, Wealth Management, Fixed Income, Asset Managment
Education
University of Kansas - Graduate School of Business 1989 — 1990
MBA
Graceland University 1982 — 1986
BA, BS, Business Administration / Psychology
Michelle Mesack's Investment Company Institute Experience June 2013 - Present
Job Director, Financial Services Policy at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute June 2013 - Present
Mutual Fund Directors Forum August 2011 - May 2013
K&L Gates LLP September 2005 - August 2011
Congressman Shimkus 2000 - 2002
Education
The George Washington University Law School 2002 — 2005
JD
Sewanee-The University of the South 1995 — 1999
BA, Political Science
Investment Company Institute June 2013 - Present
Mutual Fund Directors Forum August 2011 - May 2013
K&L Gates LLP September 2005 - August 2011
Congressman Shimkus 2000 - 2002
Education
The George Washington University Law School 2002 — 2005
JD
Sewanee-The University of the South 1995 — 1999
BA, Political Science
Russell G Galer's Investment Company Institute Experience 1995 - 2001
Job Consultant, Pension Policy and Regulation at
Industry Financial Services
Experience
Independent Consultant 2003 - Present
Emeriti Retirement Health Solutions 2008 - November 2013
OECD 2001 - 2003
Investment Company Institute 1995 - 2001
Sun Life of Canada (US) 1992 - 1995
Pension Benefit Guaranty Corporation 1990 - 1992
Fried Frank Harris Shriver & Jacobson 1987 - 1989
Skills
Policy, Pensions, Retirement, Mutual Funds, Insurance, Employee Benefits, 401k, Defined Benefit, ERISA, Risk Management, Strategic Planning, Financial Services, Retirement Plan..., Financial Markets, Corporate Governance, Policy Analysis, Management Consulting, Public Policy, Human Rights, Government
Education
Eastern Mennonite University
Master's Degree
NYU School of Law
Doctor of Law (J.D.)
Yale University
Bachelor's degree
Independent Consultant 2003 - Present
Emeriti Retirement Health Solutions 2008 - November 2013
OECD 2001 - 2003
Investment Company Institute 1995 - 2001
Sun Life of Canada (US) 1992 - 1995
Pension Benefit Guaranty Corporation 1990 - 1992
Fried Frank Harris Shriver & Jacobson 1987 - 1989
Skills
Policy, Pensions, Retirement, Mutual Funds, Insurance, Employee Benefits, 401k, Defined Benefit, ERISA, Risk Management, Strategic Planning, Financial Services, Retirement Plan..., Financial Markets, Corporate Governance, Policy Analysis, Management Consulting, Public Policy, Human Rights, Government
Education
Eastern Mennonite University
Master's Degree
NYU School of Law
Doctor of Law (J.D.)
Yale University
Bachelor's degree
Edward Giltenan's Investment Company Institute Experience August 2005 - July 2008
Job Vice President, Head of Global Public Relations at T. Rowe Price Group
Industry Financial Services
Experience
T. Rowe Price Group July 2008 - Present
Investment Company Institute August 2005 - July 2008
Citigroup December 1999 - August 2005
T. Rowe Price Associates May 1995 - December 1999
Forbes Magazine 1986 - 1992
Skills
Strategic Communications, Media Relations, Series 7, Public Relations, Public Speaking, Crisis Communications, Internal Communications, Investor Relations, Corporate Communications, Press Releases, Wealth Management, Leadership, Thought Leadership, Investments, Marketing Communications
Education
Marist College 1977 — 1981
Bachelor of Arts (B.A.), Communications
T. Rowe Price Group July 2008 - Present
Investment Company Institute August 2005 - July 2008
Citigroup December 1999 - August 2005
T. Rowe Price Associates May 1995 - December 1999
Forbes Magazine 1986 - 1992
Skills
Strategic Communications, Media Relations, Series 7, Public Relations, Public Speaking, Crisis Communications, Internal Communications, Investor Relations, Corporate Communications, Press Releases, Wealth Management, Leadership, Thought Leadership, Investments, Marketing Communications
Education
Marist College 1977 — 1981
Bachelor of Arts (B.A.), Communications
Anne Vandegrift, PHR, CEBS's Investment Company Institute Experience 2012 - Present
Job Director, Benefits at Investment Company Institute
Industry Human Resources
Experience
Investment Company Institute 2012 - Present
Investment Company Institute 2004 - 2012
SafeNet 2003 - 2004
Quantum Photonics 2002 - 2003
Skills
Employee Benefits, Benefits Administration, Human Resources, Program Management, HR Policies, Organizational..., Employee Relations, HRIS, Onboarding, COBRA, Recruiting, Deferred Compensation, Applicant Tracking..., Policy
Education
Anne Arundel Community College
none, CEBS courses
University of Maryland College Park
BA, Government and Politics
Investment Company Institute 2012 - Present
Investment Company Institute 2004 - 2012
SafeNet 2003 - 2004
Quantum Photonics 2002 - 2003
Skills
Employee Benefits, Benefits Administration, Human Resources, Program Management, HR Policies, Organizational..., Employee Relations, HRIS, Onboarding, COBRA, Recruiting, Deferred Compensation, Applicant Tracking..., Policy
Education
Anne Arundel Community College
none, CEBS courses
University of Maryland College Park
BA, Government and Politics
Danica Hames's Investment Company Institute Experience 2009 - 2012
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
Investment Company Institute 2009 - 2012
U.S. Department of Treasury 2008 - 2008
Skills
Policy Analysis
Education
Georgetown University Law Center 2011 — 2015
Doctor of Law (J.D.)
University of Florida
Economics and Political Science
Investment Company Institute 2009 - 2012
U.S. Department of Treasury 2008 - 2008
Skills
Policy Analysis
Education
Georgetown University Law Center 2011 — 2015
Doctor of Law (J.D.)
University of Florida
Economics and Political Science
Matthew Gazda's Investment Company Institute Experience December 2009 - August 2012
Job Consultant at Deloitte
Industry Market Research
Experience
Deloitte May 2015 - Present
Capital Tristate August 2013 - April 2015
Summit Consulting, LLC August 2012 - August 2013
Investment Company Institute December 2009 - August 2012
Soldier Capital, Ramsey, NJ June 2008 - August 2009
Analysis Research Planning Consulting (ARPC), Washington, DC December 2006 - January 2008
Food Lion LLC, Corporate Headquarters, Salisbury, NC May 2005 - August 2006
Skills
SAS, Microsoft Excel, Stata, PowerPoint, Pivot Tables, Access, Microsoft Word, Macro, Vlookup, Data Analysis, Bloomberg, Quantitative Analytics, Analysis, VBA, Financial Analysis, Analytics, Economics, Valuation, Statistics, Market Research, Econometrics
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (MBA), Marketing Analytics concentration
The Johns Hopkins University - Carey Business School 2011 — 2012
Master of Science in Finance, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2009
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2009
BA, Economics
Deloitte May 2015 - Present
Capital Tristate August 2013 - April 2015
Summit Consulting, LLC August 2012 - August 2013
Investment Company Institute December 2009 - August 2012
Soldier Capital, Ramsey, NJ June 2008 - August 2009
Analysis Research Planning Consulting (ARPC), Washington, DC December 2006 - January 2008
Food Lion LLC, Corporate Headquarters, Salisbury, NC May 2005 - August 2006
Skills
SAS, Microsoft Excel, Stata, PowerPoint, Pivot Tables, Access, Microsoft Word, Macro, Vlookup, Data Analysis, Bloomberg, Quantitative Analytics, Analysis, VBA, Financial Analysis, Analytics, Economics, Valuation, Statistics, Market Research, Econometrics
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (MBA), Marketing Analytics concentration
The Johns Hopkins University - Carey Business School 2011 — 2012
Master of Science in Finance, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2009
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2009
BA, Economics
Tonya Bouley's Investment Company Institute Experience November 1996 - Present
Job Conference Coordinator/Housing Manager at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute November 1996 - Present
Hilton Washington 1989 - 1996
Walt Disney World February 1988 - August 1988
Skills
Hospitality, Hotels, Hospitality Management, Hospitality Industry, Food & Beverage, Hotel Management, Event Management, Catering, Revenue Analysis, Customer Service
Education
Niagara University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Tourism and Travel Services Management
Investment Company Institute November 1996 - Present
Hilton Washington 1989 - 1996
Walt Disney World February 1988 - August 1988
Skills
Hospitality, Hotels, Hospitality Management, Hospitality Industry, Food & Beverage, Hotel Management, Event Management, Catering, Revenue Analysis, Customer Service
Education
Niagara University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Tourism and Travel Services Management
Joy Metcalf's Investment Company Institute Experience April 2015 - Present
Job
Industry Publishing
Experience
CharityChannel Press June 2015 - Present
Investment Company Institute April 2015 - Present
CharityChannel Press July 2014 - Present
Charity Channel Press March 2014 - Present
American Association of Pharmaceutical Scientists 2012 - Present
ACTEX Publications Inc. August 2015 - September 2015
American Association of Pharmaceutical Scientists 2008 - 2012
Meredith 2007 - 2009
Pearson 2007 - 2008
KCI Communications 2004 - 2007
Skills
Editing, Copy Editing, Newsletters, Editorial, Publications
Education
Franklin & Marshall College 2001 — 2003
BA
CharityChannel Press June 2015 - Present
Investment Company Institute April 2015 - Present
CharityChannel Press July 2014 - Present
Charity Channel Press March 2014 - Present
American Association of Pharmaceutical Scientists 2012 - Present
ACTEX Publications Inc. August 2015 - September 2015
American Association of Pharmaceutical Scientists 2008 - 2012
Meredith 2007 - 2009
Pearson 2007 - 2008
KCI Communications 2004 - 2007
Skills
Editing, Copy Editing, Newsletters, Editorial, Publications
Education
Franklin & Marshall College 2001 — 2003
BA
Lawrence H. Kaplan's Investment Company Institute Experience October 2013 - Present
Job Partner, General Counsel at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Investment Company Institute October 2013 - Present
ICI Mutual Insurance Company June 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Skills
Asset Managment, Hedge Funds, Mutual Funds, Derivatives, Due Diligence, Fixed Income, Risk Management, Business Strategy, Public Speaking, Strategic Planning, Equities, Securities, Series 7, Investments, Corporate Law, Strategy
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (JD)
Franklin & Marshall College 1975 — 1979
AB, American Studies
Investment Company Institute October 2013 - Present
ICI Mutual Insurance Company June 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Skills
Asset Managment, Hedge Funds, Mutual Funds, Derivatives, Due Diligence, Fixed Income, Risk Management, Business Strategy, Public Speaking, Strategic Planning, Equities, Securities, Series 7, Investments, Corporate Law, Strategy
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (JD)
Franklin & Marshall College 1975 — 1979
AB, American Studies
Lawrence H. Kaplan's Investment Company Institute Experience 2013 - Present
Job Partner, General Counsel, Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Investment Company Institute 2013 - Present
ICI Mutual Insurance Company 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management, Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (J.D.)
Investment Company Institute 2013 - Present
ICI Mutual Insurance Company 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management, Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (J.D.)
Bobby Burns's Investment Company Institute Experience July 2007 - December 2012
Job OTC Markets Group
Industry Financial Services
Experience
OTC Markets Group March 2015 - Present
NASDAQ OMX January 2013 - March 2015
Investment Company Institute July 2007 - December 2012
Skills
Financial Markets, Data Analysis, Quantitative Analytics, Research, Investments, Analysis, Capital Markets, Bloomberg, Structured Products, Stata, Statistics, Economics, Financial Modeling
Education
James Madison University 2003 — 2007
Bachelor of Science (B.S.), Psychology, Statistics
OTC Markets Group March 2015 - Present
NASDAQ OMX January 2013 - March 2015
Investment Company Institute July 2007 - December 2012
Skills
Financial Markets, Data Analysis, Quantitative Analytics, Research, Investments, Analysis, Capital Markets, Bloomberg, Structured Products, Stata, Statistics, Economics, Financial Modeling
Education
James Madison University 2003 — 2007
Bachelor of Science (B.S.), Psychology, Statistics
Jared (Byung In) Lee's Investment Company Institute Experience September 2010 - December 2010
Job Associate at Paul Hastings
Industry Law Practice
Experience
Paul Hastings August 2011 - Present
Investment Company Institute September 2010 - December 2010
Stamford Law Corporation July 2010 - August 2010
O'Melveny & Myers LLP June 2010 - July 2010
Kim & Chang June 2009 - July 2009
Education
Duke University School of Law 2008 — 2011
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting
University of Michigan 2003 — 2006
B.A., Economics
Paul Hastings August 2011 - Present
Investment Company Institute September 2010 - December 2010
Stamford Law Corporation July 2010 - August 2010
O'Melveny & Myers LLP June 2010 - July 2010
Kim & Chang June 2009 - July 2009
Education
Duke University School of Law 2008 — 2011
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting
University of Michigan 2003 — 2006
B.A., Economics
Barry Simmons's Investment Company Institute Experience 1997 - 2006
Job Financial Services Attorney and Certified Public Accountant
Industry Financial Services
Experience
New York Life Investment Management LLC March 2006 - December 2009
Investment Company Institute 1997 - 2006
Kirkpatrick & Lockhart Preston Gates Ellis LLP 1994 - 1997
Education
Georgetown University Law Center 2000 — 2003
LL.M., Securities and Financial Regulation, with Distinction
The George Washington University Law School 1991 — 1994
JD, Law
University of Massachusetts, Amherst 1977 — 1981
BBA, Accounting
New York Life Investment Management LLC March 2006 - December 2009
Investment Company Institute 1997 - 2006
Kirkpatrick & Lockhart Preston Gates Ellis LLP 1994 - 1997
Education
Georgetown University Law Center 2000 — 2003
LL.M., Securities and Financial Regulation, with Distinction
The George Washington University Law School 1991 — 1994
JD, Law
University of Massachusetts, Amherst 1977 — 1981
BBA, Accounting
Courtney Futryk's Investment Company Institute Experience May 2011 - July 2013
Job Policy Analyst at Fidelity Investments
Industry Public Policy
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - Present
Investment Company Institute May 2011 - July 2013
U.S. Senate January 2009 - May 2011
Skills
Strategic Communications, Editing, Policy Analysis, Public Policy, Politics, International Relations, Government, Legislative Research, Leadership
Education
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Philosophy and English
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - Present
Investment Company Institute May 2011 - July 2013
U.S. Senate January 2009 - May 2011
Skills
Strategic Communications, Editing, Policy Analysis, Public Policy, Politics, International Relations, Government, Legislative Research, Leadership
Education
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Philosophy and English
Peter Gallary's Investment Company Institute Experience Managing DirectorPutnam Investments1994 - 2004
Job Chief operating officer at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute Managing DirectorPutnam Investments1994 - 2004
The Boston Company 1990 - 1994
Coopers & Lybrand Consulting 1980 - 1990
Skills
Securities, Fixed Income, Mutual Funds, Asset Managment, Financial Services, Equities, Strategic Planning, Vendor Management, Investments, Alternative Investments, Hedge Funds, Asset Management, Strategy, Portfolio Management, Private Equity, Management Consulting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Risk Management, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1970
MBA
Fairfield University 1963 — 1967
B S, Mathematics
Investment Company Institute Managing DirectorPutnam Investments1994 - 2004
The Boston Company 1990 - 1994
Coopers & Lybrand Consulting 1980 - 1990
Skills
Securities, Fixed Income, Mutual Funds, Asset Managment, Financial Services, Equities, Strategic Planning, Vendor Management, Investments, Alternative Investments, Hedge Funds, Asset Management, Strategy, Portfolio Management, Private Equity, Management Consulting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Risk Management, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1970
MBA
Fairfield University 1963 — 1967
B S, Mathematics
Pranav Vaidya's Investment Company Institute Experience September 2006 - August 2007
Job Sustainable Energy & Social Development Specialist (Consultant) at the World Bank
Industry Public Policy
Experience
The World Bank April 2011 - Present
FINCA International January 2011 - April 2011
Center for Integrative Environmental Research September 2008 - November 2010
Investment Company Institute September 2006 - August 2007
Center for Economic and Policy Research June 2006 - August 2006
Macalester College - Dewitt Wallace Library September 2004 - May 2006
Merrill Lynch August 2005 - February 2006
Selby Area Community Development Corporation January 2005 - December 2005
Skills
Economics, International..., Sustainable Development, Stata, Statistics, Data Analysis, Research, Public Policy, Policy Analysis, Excel, Analysis, PowerPoint, Qualitative Research, Econometrics, Sustainability, Economic Development, Market Research, Quantitative Analysis, Policy, Capacity Building
Education
University of Maryland College Park 2008 — 2010
Master of Public Policy Analysis, International Development and Environmental Policy
Macalester College 2002 — 2006
Bachelor of Arts, Economics, Anthropology
The World Bank April 2011 - Present
FINCA International January 2011 - April 2011
Center for Integrative Environmental Research September 2008 - November 2010
Investment Company Institute September 2006 - August 2007
Center for Economic and Policy Research June 2006 - August 2006
Macalester College - Dewitt Wallace Library September 2004 - May 2006
Merrill Lynch August 2005 - February 2006
Selby Area Community Development Corporation January 2005 - December 2005
Skills
Economics, International..., Sustainable Development, Stata, Statistics, Data Analysis, Research, Public Policy, Policy Analysis, Excel, Analysis, PowerPoint, Qualitative Research, Econometrics, Sustainability, Economic Development, Market Research, Quantitative Analysis, Policy, Capacity Building
Education
University of Maryland College Park 2008 — 2010
Master of Public Policy Analysis, International Development and Environmental Policy
Macalester College 2002 — 2006
Bachelor of Arts, Economics, Anthropology
Jessica Floyd's Investment Company Institute Experience May 1998 - February 2007
Job Analyst
Industry Banking
Experience
J.P. Morgan February 2007 - Present
Investment Company Institute May 1998 - February 2007
Education
American University - Kogod School of Business 2003 — 2005
MBA, Finance & Accounting
Roanoke College 1994 — 1998
BBA
J.P. Morgan February 2007 - Present
Investment Company Institute May 1998 - February 2007
Education
American University - Kogod School of Business 2003 — 2005
MBA, Finance & Accounting
Roanoke College 1994 — 1998
BBA
Howard Bard's Investment Company Institute Experience November 2011 - July 2015
Job Vice President, Taxes and Retirement Security at American Council of Life Insurers
Industry Law Practice
Experience
American Council of Life Insurers July 2015 - Present
Investment Company Institute November 2011 - July 2015
Slevin & Hart, P.C. December 2005 - November 2011
Feder Semo & Bard, P.C. May 1993 - December 2005
U.S. Department of Labor - EBSA Office of Enforcement September 1988 - May 1993
Skills
ERISA, Employee..., Health Plans, Government..., Legislative and..., Public Policy
Education
The George Washington University Law School 1985 — 1988
JD
The George Washington University - School of Business 1981 — 1985
BBA, Human Resource Administration
American Council of Life Insurers July 2015 - Present
Investment Company Institute November 2011 - July 2015
Slevin & Hart, P.C. December 2005 - November 2011
Feder Semo & Bard, P.C. May 1993 - December 2005
U.S. Department of Labor - EBSA Office of Enforcement September 1988 - May 1993
Skills
ERISA, Employee..., Health Plans, Government..., Legislative and..., Public Policy
Education
The George Washington University Law School 1985 — 1988
JD
The George Washington University - School of Business 1981 — 1985
BBA, Human Resource Administration
Anna Sito's Investment Company Institute Experience May 2011 - Present
Job Research Assistant at Investment Company Institute
Industry International Trade and Development
Experience
Investment Company Institute May 2011 - Present
International Development Systems, Inc. January 2011 - May 2011
International Trade Administration August 2010 - December 2010
TransAtlantic Business Dialogue (TABD) January 2010 - April 2010
Education
American University 2007 — 2011
BA, International Studies and Business Administration
Investment Company Institute May 2011 - Present
International Development Systems, Inc. January 2011 - May 2011
International Trade Administration August 2010 - December 2010
TransAtlantic Business Dialogue (TABD) January 2010 - April 2010
Education
American University 2007 — 2011
BA, International Studies and Business Administration
Stephanie Argodale's Investment Company Institute Experience January 2013 - May 2015
Job Biostatistician at Statistics Collaborative
Industry Research
Experience
Statistics Collaborative May 2015 - Present
Investment Company Institute January 2013 - May 2015
Self-employed October 2014 - December 2014
United States Department of Defense May 2011 - August 2012
Skills
SAS programming, Microsoft Excel, Microsoft Office, LaTeX, Eviews, Stata, Matlab, R
Education
Georgetown University 2013 — 2014
Master of Science (M.S.), Mathematics and Statistics
The College of William and Mary 2009 — 2013
Bachelor of Science (B.S.), Applied Mathematics, Economics
Statistics Collaborative May 2015 - Present
Investment Company Institute January 2013 - May 2015
Self-employed October 2014 - December 2014
United States Department of Defense May 2011 - August 2012
Skills
SAS programming, Microsoft Excel, Microsoft Office, LaTeX, Eviews, Stata, Matlab, R
Education
Georgetown University 2013 — 2014
Master of Science (M.S.), Mathematics and Statistics
The College of William and Mary 2009 — 2013
Bachelor of Science (B.S.), Applied Mathematics, Economics
Donald Auerbach's Investment Company Institute Experience 2009 - Present
Job Chief Government Affairs Officer & CoHead Government Affairs at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute 2009 - Present
Investment Company Institute 2007 - 2009
Investment Company Institute 2004 - 2007
Rep. Carolyn Maloney, U.S. House Committee on Financial Services 1999 - 2004
Federal Financial Analytics 1997 - 1999
Skills
Legislative Relations, Policy Analysis, Public Policy, Media Development, Politics, Strategic Communications, Coalitions, Public Speaking, Research, Government, Public Affairs, Community Outreach, Fundraising, Nonprofits, Legislation, Political Campaigns, Program Management, International Relations, Speech Writing, Public Relations, Volunteer Management, Political Consulting, Grant Writing, Political Science, Proposal Writing, Grassroots Organizing, Program Development, Editing, Policy, Legislative Research, Legislative Affairs, Political Communication, Media Relations, Constituent Services, Economic Development, Governmental Affairs, Congress, Federal Government, International..., Crisis Communications
Education
University of Virginia, Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
American University, Washington College of Law 1995 — 1999
Juris Doctor (JD)
UCLA 1991 — 1994
Bachelor of Arts (BA), History
Investment Company Institute 2009 - Present
Investment Company Institute 2007 - 2009
Investment Company Institute 2004 - 2007
Rep. Carolyn Maloney, U.S. House Committee on Financial Services 1999 - 2004
Federal Financial Analytics 1997 - 1999
Skills
Legislative Relations, Policy Analysis, Public Policy, Media Development, Politics, Strategic Communications, Coalitions, Public Speaking, Research, Government, Public Affairs, Community Outreach, Fundraising, Nonprofits, Legislation, Political Campaigns, Program Management, International Relations, Speech Writing, Public Relations, Volunteer Management, Political Consulting, Grant Writing, Political Science, Proposal Writing, Grassroots Organizing, Program Development, Editing, Policy, Legislative Research, Legislative Affairs, Political Communication, Media Relations, Constituent Services, Economic Development, Governmental Affairs, Congress, Federal Government, International..., Crisis Communications
Education
University of Virginia, Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
American University, Washington College of Law 1995 — 1999
Juris Doctor (JD)
UCLA 1991 — 1994
Bachelor of Arts (BA), History
Mary Podesta's Investment Company Institute Experience 1994 - 2012
Job Mutual Fund Lawyer
Industry Investment Management
Experience
Investment Company Institute 1994 - 2012
SEC Division of Investment Management 1979 - 1992
Education
Georgetown University Law Center
J.D.
Smith College
B.A., American Studies, Cum Laude
Investment Company Institute 1994 - 2012
SEC Division of Investment Management 1979 - 1992
Education
Georgetown University Law Center
J.D.
Smith College
B.A., American Studies, Cum Laude
Ann Elizabeth Lovett's Investment Company Institute Experience 1995 - 1999
Job Grants Manager at Fauna & Flora International
Industry Environmental Services
Experience
Fauna & Flora International 2007 - Present
Self-Employed 2003 - 2007
Alston & Bird LLP 1999 - 2003
Electronic Banking Law and Commerce Report 1999 - 2003
Investment Company Institute 1995 - 1999
Environmental Technology Council 1991 - 1995
US-China Business Council 1987 - 1988
DBC Associates, Inc 1985 - 1986
Lindblad Expeditions 1983 - 1985
Education
Dartmouth College 1979 — 1983
Government, Asian Studies
Fauna & Flora International 2007 - Present
Self-Employed 2003 - 2007
Alston & Bird LLP 1999 - 2003
Electronic Banking Law and Commerce Report 1999 - 2003
Investment Company Institute 1995 - 1999
Environmental Technology Council 1991 - 1995
US-China Business Council 1987 - 1988
DBC Associates, Inc 1985 - 1986
Lindblad Expeditions 1983 - 1985
Education
Dartmouth College 1979 — 1983
Government, Asian Studies
Allison Matous's Investment Company Institute Experience January 2013 - April 2013
Job Copywriting/ Marketing Intern at Time Warner Cable Media
Industry
Experience
Time Warner Cable Media June 2013 - August 2013
Investment Company Institute January 2013 - April 2013
Time Warner Cable June 2012 - August 2012
Skills
Copywriting, Media Relations, Marketing, Media Planning, Facebook, Integrated Marketing, Digital Media, Social Media Marketing, Advertising, Social Media
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Time Warner Cable Media June 2013 - August 2013
Investment Company Institute January 2013 - April 2013
Time Warner Cable June 2012 - August 2012
Skills
Copywriting, Media Relations, Marketing, Media Planning, Facebook, Integrated Marketing, Digital Media, Social Media Marketing, Advertising, Social Media
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Lawrence Maffia's Investment Company Institute Experience August 1996 - June 2006
Job Independent Trustee at JP Morgan Exchange Traded Fund Trust
Industry Investment Management
Experience
JP Morgan Exchange Traded Fund Trust 2014 - Present
ICI Mutual Insurance Company July 2006 - September 2013
Investment Company Institute August 1996 - June 2006
Skills
Financial Services, Program Management, Process Improvement, Team Building, Alternative Investments, Private Equity, Hedge Funds, Mergers & Acquisitions, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Due Diligence, Risk Management, Investment Management, Asset Allocation, Financial Analysis, Wealth Management, Capital Markets, Financial Modeling, Insurance, Strategic Planning, Financial Planning, Series 7, Investment Strategies, Investment Advisory, Management
Education
Northwestern University - Kellogg School of Management
Masters of Management - Finance & Economics
University of Illinois at Urbana-Champaign 1968 — 1972
BS Accountancy
JP Morgan Exchange Traded Fund Trust 2014 - Present
ICI Mutual Insurance Company July 2006 - September 2013
Investment Company Institute August 1996 - June 2006
Skills
Financial Services, Program Management, Process Improvement, Team Building, Alternative Investments, Private Equity, Hedge Funds, Mergers & Acquisitions, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Due Diligence, Risk Management, Investment Management, Asset Allocation, Financial Analysis, Wealth Management, Capital Markets, Financial Modeling, Insurance, Strategic Planning, Financial Planning, Series 7, Investment Strategies, Investment Advisory, Management
Education
Northwestern University - Kellogg School of Management
Masters of Management - Finance & Economics
University of Illinois at Urbana-Champaign 1968 — 1972
BS Accountancy