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
Eric Primiano Eric Primiano's Investment Company Institute Experience July 2014 - Present
Job Research Assistant at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute July 2014 - Present
Fortigent, LLC June 2013 - August 2013
Skills
Microsoft Office, Finance, Customer Service, Data Analysis, Statistics, Teamwork, Microsoft Excel, PowerPoint, Financial Analysis
Education
University of Richmond 2010 — 2014
BSBA, Business Administration, Concentration in Finance
Barrington High School 2007 — 2010
Investment Company Institute July 2014 - Present
Fortigent, LLC June 2013 - August 2013
Skills
Microsoft Office, Finance, Customer Service, Data Analysis, Statistics, Teamwork, Microsoft Excel, PowerPoint, Financial Analysis
Education
University of Richmond 2010 — 2014
BSBA, Business Administration, Concentration in Finance
Barrington High School 2007 — 2010
Robert Elson Robert Elson's Investment Company Institute Experience March 2014 - Present
Job Writer/Editor at Investment Company Institute
Industry Publishing
Experience
Investment Company Institute March 2014 - Present
Communications Development Incorporated June 2010 - February 2014
State of Maryland November 2008 - June 2010
Skills
Copy Editing, Editing, Press Releases, Proofreading, Publications, InDesign, Grammar, Music, Manuscript, Media Relations, Blogging, Social Media, Photography
Education
Towson University 2009 — 2010
MS, Professional Writing
University of Maryland College Park 2007 — 2008
BA, Sociology
Investment Company Institute March 2014 - Present
Communications Development Incorporated June 2010 - February 2014
State of Maryland November 2008 - June 2010
Skills
Copy Editing, Editing, Press Releases, Proofreading, Publications, InDesign, Grammar, Music, Manuscript, Media Relations, Blogging, Social Media, Photography
Education
Towson University 2009 — 2010
MS, Professional Writing
University of Maryland College Park 2007 — 2008
BA, Sociology
Ianthe Zabel Ianthe Zabel's Investment Company Institute Experience April 2015 - July 2015
Job Director of External Affairs Communications at UnitedHealth Group
Industry Public Relations and Communications
Experience
UnitedHealth Group August 2015 - Present
Investment Company Institute April 2015 - July 2015
Investment Company Institute December 2008 - March 2015
Commodity Futures Trading Commission January 2007 - December 2008
House Committee on Ways and Means 2003 - 2007
National Federation of Independent Business August 2003 - March 2004
U.S. Representative Kenny Hulshof (Missouri-9) July 2001 - August 2003
WGEM July 1998 - June 2001
Skills
Financial Communications, Media Relations, Politics, Policy, Legislative Relations, Social Media, Public Policy, Public Affairs, Message Development, Government, Spokesperson, Press Releases
Education
University of Missouri-Columbia 1994 — 1998
Bachelor's degree, Broadcast Journalism
West Morris Mendham High School 1990 — 1994
UnitedHealth Group August 2015 - Present
Investment Company Institute April 2015 - July 2015
Investment Company Institute December 2008 - March 2015
Commodity Futures Trading Commission January 2007 - December 2008
House Committee on Ways and Means 2003 - 2007
National Federation of Independent Business August 2003 - March 2004
U.S. Representative Kenny Hulshof (Missouri-9) July 2001 - August 2003
WGEM July 1998 - June 2001
Skills
Financial Communications, Media Relations, Politics, Policy, Legislative Relations, Social Media, Public Policy, Public Affairs, Message Development, Government, Spokesperson, Press Releases
Education
University of Missouri-Columbia 1994 — 1998
Bachelor's degree, Broadcast Journalism
West Morris Mendham High School 1990 — 1994
Tonnie Wybensinger's Investment Company Institute Experience September 2010 - June 2013
Job Vice President Government Affairs at Financial Services Roundtable
Industry Government Administration
Experience
Financial Services Roundtable May 2014 - Present
Office of U.S. Senator Pat Toomey June 2013 - Present
Investment Company Institute September 2010 - June 2013
National Republican Congressional Committee September 2012 - September 2012
Office of Congressman Blaine Luetkemeyer January 2009 - December 2010
National Republican Congressional Committee September 2010 - September 2010
Office of Congressman Tom Feeney January 2007 - January 2009
Office of Congressman Tom Feeney July 2003 - December 2006
National Republican Congressional Committee September 2006 - November 2006
Office of Congressman Pat Toomey April 2002 - July 2003
Skills
Legislative Relations, Government, Policy, Public Policy, Policy Analysis, Legislation, Politics, Political Campaigns, Strategic Communications, Political Consulting, Public Affairs, Coalitions, Legislative Research, Speech Writing, Political Science, Reputation Management, Organizational..., Message Development, Coaching, Marketing Strategy, Business Strategy, Thought Leadership, Organizational..., Coaching & Mentoring
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Strategic Reputation Management Program
Management Strategy Institute
Certified Change Management Specialist
Financial Services Roundtable May 2014 - Present
Office of U.S. Senator Pat Toomey June 2013 - Present
Investment Company Institute September 2010 - June 2013
National Republican Congressional Committee September 2012 - September 2012
Office of Congressman Blaine Luetkemeyer January 2009 - December 2010
National Republican Congressional Committee September 2010 - September 2010
Office of Congressman Tom Feeney January 2007 - January 2009
Office of Congressman Tom Feeney July 2003 - December 2006
National Republican Congressional Committee September 2006 - November 2006
Office of Congressman Pat Toomey April 2002 - July 2003
Skills
Legislative Relations, Government, Policy, Public Policy, Policy Analysis, Legislation, Politics, Political Campaigns, Strategic Communications, Political Consulting, Public Affairs, Coalitions, Legislative Research, Speech Writing, Political Science, Reputation Management, Organizational..., Message Development, Coaching, Marketing Strategy, Business Strategy, Thought Leadership, Organizational..., Coaching & Mentoring
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Strategic Reputation Management Program
Management Strategy Institute
Certified Change Management Specialist
Julieth Saenz Julieth Saenz's Investment Company Institute Experience July 2015 - Present
Job Research Assistant at Investment Company Institute
Industry Research
Experience
Investment Company Institute July 2015 - Present
Amilar Capital March 2014 - May 2015
Pace University September 2012 - February 2014
Goldman Sachs January 2013 - December 2013
Colombian Consulate September 2012 - December 2012
Skills
Economics, Research, Statistics, Data Analysis, Microsoft Excel, Microsoft Word, Teamwork, Higher Education, Management, Public Speaking, Leadership, PowerPoint, Spanish, Microsoft Office, Valuation, Time Management, Market Research
Education
Pace University, Pforzheimer Honors College 2011 — 2015
Bachelor’s Degree, Economics
The University of New Mexico 2014 — 2014
American Economic Association Summer Training Program, Applied Economics
Investment Company Institute July 2015 - Present
Amilar Capital March 2014 - May 2015
Pace University September 2012 - February 2014
Goldman Sachs January 2013 - December 2013
Colombian Consulate September 2012 - December 2012
Skills
Economics, Research, Statistics, Data Analysis, Microsoft Excel, Microsoft Word, Teamwork, Higher Education, Management, Public Speaking, Leadership, PowerPoint, Spanish, Microsoft Office, Valuation, Time Management, Market Research
Education
Pace University, Pforzheimer Honors College 2011 — 2015
Bachelor’s Degree, Economics
The University of New Mexico 2014 — 2014
American Economic Association Summer Training Program, Applied Economics
Mark Nebesky Mark Nebesky's Investment Company Institute Experience June 2000 - June 2004
Job VP Internet Strategy & User Experience at OneMain Financial (Citi)
Industry Internet
Experience
OneMain Financial (Citi) January 2012 - Present
Goozex.com January 2006 - 2012
Sodexho May 2005 - September 2005
Investment Company Institute June 2000 - June 2004
Skills
Business Development, User Experience, Marketing Strategy, E-commerce, Start-ups, Digital Marketing, Web Analytics, Product Management, Entrepreneurship, Strategic Partnerships, Marketing, Business Strategy, Management, Mergers & Acquisitions, User Interface Design, Brand Management, Leadership, Public Relations, Direct Marketing, Customer Acquisition, Community Management, SEM, Online Advertising, Digital Strategy, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Marketing/Strategy
OneMain Financial (Citi) January 2012 - Present
Goozex.com January 2006 - 2012
Sodexho May 2005 - September 2005
Investment Company Institute June 2000 - June 2004
Skills
Business Development, User Experience, Marketing Strategy, E-commerce, Start-ups, Digital Marketing, Web Analytics, Product Management, Entrepreneurship, Strategic Partnerships, Marketing, Business Strategy, Management, Mergers & Acquisitions, User Interface Design, Brand Management, Leadership, Public Relations, Direct Marketing, Customer Acquisition, Community Management, SEM, Online Advertising, Digital Strategy, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Marketing/Strategy
Elizabeth Carter Elizabeth Carter's Investment Company Institute Experience June 2007 - June 2015
Job Founder at Elizabeth Carter Events
Industry Events Services
Experience
Elizabeth Carter Events June 2015 - Present
Investment Company Institute June 2007 - June 2015
The MInt Museum June 2006 - June 2007
Dimensional Branding Group 2005 - 2006
Rocky Mountain Connections 2005 - 2005
Tara Guerard Soiree May 2002 - May 2004
Skills
Event Planning, Meeting Planning, Budget Creation &..., Writing, Social Media, Logistics, Organization, Public Relations, Webinar Management, Site Inspections, Contract Negotiation, Corporate Events
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA Journalism, Public Relations
Elizabeth Carter Events June 2015 - Present
Investment Company Institute June 2007 - June 2015
The MInt Museum June 2006 - June 2007
Dimensional Branding Group 2005 - 2006
Rocky Mountain Connections 2005 - 2005
Tara Guerard Soiree May 2002 - May 2004
Skills
Event Planning, Meeting Planning, Budget Creation &..., Writing, Social Media, Logistics, Organization, Public Relations, Webinar Management, Site Inspections, Contract Negotiation, Corporate Events
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA Journalism, Public Relations
Jeanne Arnold Jeanne Arnold's Investment Company Institute Experience June 2012 - Present
Job Writer and Editor at Investment Company Institute
Industry Marketing and Advertising
Experience
Investment Company Institute June 2012 - Present
Regnery Publishing February 2012 - July 2012
Regnery Publishing March 2011 - March 2012
Regnery Publishing October 2008 - March 2011
Regnery Publishing August 2007 - September 2008
Jones Day January 2005 - July 2007
Congressman Bob Ney 2004 - 2004
Skills
Photoshop, Basic HTML, Newsletters, Social Media, Social Media Marketing, Creative Writing, Speech Writing, Public Speaking, Marketing, Digital Marketing, Digital Strategy, Management, Project Management, Online Advertising, Publishing, Writing, Direct Marketing, Print Ads, Research, Market Research, Copywriting, Editing, Publicity, Media Relations, Editorial, Marketing Strategy, Email Marketing, Social Networking, Books, Brochures, Public Relations, Strategic Communications, Content Strategy, Leadership, Copy Editing, Advertising, Corporate Communications, Marketing Communications, Blogging, Content Management, Journalism, Content Development, Proofreading, Facebook, Crisis Communications, Graphic Design, WordPress, Digital Media, Video, Online Marketing
Education
The University of Georgia 2000 — 2004
BJ, Journalism and Mass Communications
Investment Company Institute June 2012 - Present
Regnery Publishing February 2012 - July 2012
Regnery Publishing March 2011 - March 2012
Regnery Publishing October 2008 - March 2011
Regnery Publishing August 2007 - September 2008
Jones Day January 2005 - July 2007
Congressman Bob Ney 2004 - 2004
Skills
Photoshop, Basic HTML, Newsletters, Social Media, Social Media Marketing, Creative Writing, Speech Writing, Public Speaking, Marketing, Digital Marketing, Digital Strategy, Management, Project Management, Online Advertising, Publishing, Writing, Direct Marketing, Print Ads, Research, Market Research, Copywriting, Editing, Publicity, Media Relations, Editorial, Marketing Strategy, Email Marketing, Social Networking, Books, Brochures, Public Relations, Strategic Communications, Content Strategy, Leadership, Copy Editing, Advertising, Corporate Communications, Marketing Communications, Blogging, Content Management, Journalism, Content Development, Proofreading, Facebook, Crisis Communications, Graphic Design, WordPress, Digital Media, Video, Online Marketing
Education
The University of Georgia 2000 — 2004
BJ, Journalism and Mass Communications
Brittany Starr Brittany Starr's Investment Company Institute Experience July 2012 - Present
Job Political Involvement | Government Affairs | NotforProfit Professional
Industry Financial Services
Experience
Investment Company Institute July 2012 - Present
Washington Industrial Roundtable (WIRT) 2010 - 2013
Cobham April 2010 - July 2012
US Congress April 2008 - April 2010
Clinton House Museum February 2007 - March 2008
Victory 2006 June 2006 - December 2006
Skills
Public Policy, Policy Analysis, Politics, Community Outreach, Legislative Relations, Political Campaigns, Coalitions, Legislation, Government, Political Consulting, Non-profits, Political Communication, Strategic Communications, Foreign Policy, Political Science, Fundraising, Policy, Public Speaking, International Relations, Public Relations, Speech Writing, Public Affairs, Media Relations, Legislative Research, Community Development, Economic Development, Nonprofits, Event Planning, Research, Grassroots, Social Media, Volunteer Management, Program Management, Event Management, Strategic Planning
Education
University of Arkansas at Fayetteville 2002 — 2006
Bachelor of Arts (B.A.), Political Science, International Relations
Investment Company Institute July 2012 - Present
Washington Industrial Roundtable (WIRT) 2010 - 2013
Cobham April 2010 - July 2012
US Congress April 2008 - April 2010
Clinton House Museum February 2007 - March 2008
Victory 2006 June 2006 - December 2006
Skills
Public Policy, Policy Analysis, Politics, Community Outreach, Legislative Relations, Political Campaigns, Coalitions, Legislation, Government, Political Consulting, Non-profits, Political Communication, Strategic Communications, Foreign Policy, Political Science, Fundraising, Policy, Public Speaking, International Relations, Public Relations, Speech Writing, Public Affairs, Media Relations, Legislative Research, Community Development, Economic Development, Nonprofits, Event Planning, Research, Grassroots, Social Media, Volunteer Management, Program Management, Event Management, Strategic Planning
Education
University of Arkansas at Fayetteville 2002 — 2006
Bachelor of Arts (B.A.), Political Science, International Relations
James Duvall James Duvall's Investment Company Institute Experience April 2012 - Present
Job Senior Research Associate at Investment Company Institute
Industry Research
Experience
Investment Company Institute April 2012 - Present
Barnes and Noble October 2011 - April 2012
Virginia Tech Math Department August 2009 - May 2010
Virginia Tech Math Emporium August 2008 - May 2009
Skills
SAS, Excel, Stata, R, Matlab, Mathematica, LaTeX, Calculus
Education
Virginia Tech 2007 — 2011
Bachelor of Science, Mathematics, Economics, 3.82
London School of Economics and Political Science 2010 — 2010
Investment Company Institute April 2012 - Present
Barnes and Noble October 2011 - April 2012
Virginia Tech Math Department August 2009 - May 2010
Virginia Tech Math Emporium August 2008 - May 2009
Skills
SAS, Excel, Stata, R, Matlab, Mathematica, LaTeX, Calculus
Education
Virginia Tech 2007 — 2011
Bachelor of Science, Mathematics, Economics, 3.82
London School of Economics and Political Science 2010 — 2010
Kathleen Mayer Bovello, CMP's Investment Company Institute Experience 1991 - 1994
Job President, Bovello & Associates, an independent meeting planning firm
Industry Events Services
Experience
Bovello & Associates 1995 - Present
Independent Electrical Contractors 1997 - 2013
Investment Company Institute 1991 - 1994
Skills
Meeting Management, Site Selection, Contract Negotiations, Program Development, Meeting Planning, Conferences, Event Management, Budgeting, Event Planning, Trade Shows, Budgets, Hotels, Location Intelligence, Contract Negotiation, Strategic Planning, Training, Program Management, Corporate Events, Management, New Business Development, Project Planning, Customer Service
Education
Trinity University-Washington
BA, Business Administration
University of Maryland College Park
Undergraduate work
Bovello & Associates 1995 - Present
Independent Electrical Contractors 1997 - 2013
Investment Company Institute 1991 - 1994
Skills
Meeting Management, Site Selection, Contract Negotiations, Program Development, Meeting Planning, Conferences, Event Management, Budgeting, Event Planning, Trade Shows, Budgets, Hotels, Location Intelligence, Contract Negotiation, Strategic Planning, Training, Program Management, Corporate Events, Management, New Business Development, Project Planning, Customer Service
Education
Trinity University-Washington
BA, Business Administration
University of Maryland College Park
Undergraduate work
Linda French's Investment Company Institute Experience May 2015 - Present
Job Counsel at Investment Company Institute
Industry Law Practice
Experience
Investment Company Institute May 2015 - Present
Vedder Price P.C. June 2013 - May 2015
US Securities and Exchange Commission July 2010 - May 2013
K&L Gates June 2009 - July 2009
T. Rowe Price November 2007 - May 2009
T. Rowe Price August 2006 - October 2007
T. Rowe Price June 2005 - July 2006
T. Rowe Price May 2004 - May 2005
Skills
Mutual Funds, Securities Regulation, Investments, Hedge Funds
Education
University of Baltimore School of Law 2006 — 2010
Doctor of Law (J.D.), summa cum laude
University of Maryland College Park 2000 — 2004
Bachelor of Arts (B.A.), French Language and Literature
Richard Montgomery High School
Investment Company Institute May 2015 - Present
Vedder Price P.C. June 2013 - May 2015
US Securities and Exchange Commission July 2010 - May 2013
K&L Gates June 2009 - July 2009
T. Rowe Price November 2007 - May 2009
T. Rowe Price August 2006 - October 2007
T. Rowe Price June 2005 - July 2006
T. Rowe Price May 2004 - May 2005
Skills
Mutual Funds, Securities Regulation, Investments, Hedge Funds
Education
University of Baltimore School of Law 2006 — 2010
Doctor of Law (J.D.), summa cum laude
University of Maryland College Park 2000 — 2004
Bachelor of Arts (B.A.), French Language and Literature
Richard Montgomery High School
Jeremy Wendt Jeremy Wendt's Investment Company Institute Experience October 2005 - August 2007
Job Financial Analyst at Denver Public Schools
Industry Utilities
Experience
Denver Public Schools August 2013 - Present
Chipotle Mexican Grill October 2012 - March 2013
Colorado Water Resources and Power Development Authority January 2010 - September 2012
PrimaCapital December 2007 - December 2009
Investment Company Institute October 2005 - August 2007
Skills
Financial Modeling, Economics, Quantitative Analytics, Investments, Data Analysis, Research, Analysis, Drawing, Budgets, Microsoft Word, Microsoft Excel, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA, 3.6
University of Colorado Boulder 2001 — 2005
2005, Economics, Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
BA, Finance
Denver Public Schools August 2013 - Present
Chipotle Mexican Grill October 2012 - March 2013
Colorado Water Resources and Power Development Authority January 2010 - September 2012
PrimaCapital December 2007 - December 2009
Investment Company Institute October 2005 - August 2007
Skills
Financial Modeling, Economics, Quantitative Analytics, Investments, Data Analysis, Research, Analysis, Drawing, Budgets, Microsoft Word, Microsoft Excel, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA, 3.6
University of Colorado Boulder 2001 — 2005
2005, Economics, Finance
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
BA, Finance
George Shevlin George Shevlin's Investment Company Institute Experience June 2012 - Present
Job Political Affairs Officer at the Investment Company Institute (ICI)
Industry Financial Services
Experience
Investment Company Institute June 2012 - Present
House Democratic Caucus, U.S. House of Representatives January 2007 - 2012
Committee on House Administration, U.S. House of Representatives February 2003 - January 2007
Office of Congressman John B. Larson (CT) January 1999 - February 2004
Skills
Public Policy, Legislation, Legislative Relations, Political Science, Political Campaigns, Policy Analysis, Government, Politics, Strategic Communications, Coalitions, Policy, Public Affairs, Grassroots, Foreign Policy, Political Communication, Political Consulting, Speech Writing, Legislative Research, Federal Government, Legal Research, Foreign Affairs, Nonprofits, Media Relations, Crisis Communications, Economic Development, Public Speaking, Grassroots Organizing, Legal Writing, International Relations, Community Outreach, Congress
Education
London School of Economics and Political Science
LL.M., International Trade Law
University of Baltimore School of Law
J.D.
University of Notre Dame
B.A., Government and International Relations
Investment Company Institute June 2012 - Present
House Democratic Caucus, U.S. House of Representatives January 2007 - 2012
Committee on House Administration, U.S. House of Representatives February 2003 - January 2007
Office of Congressman John B. Larson (CT) January 1999 - February 2004
Skills
Public Policy, Legislation, Legislative Relations, Political Science, Political Campaigns, Policy Analysis, Government, Politics, Strategic Communications, Coalitions, Policy, Public Affairs, Grassroots, Foreign Policy, Political Communication, Political Consulting, Speech Writing, Legislative Research, Federal Government, Legal Research, Foreign Affairs, Nonprofits, Media Relations, Crisis Communications, Economic Development, Public Speaking, Grassroots Organizing, Legal Writing, International Relations, Community Outreach, Congress
Education
London School of Economics and Political Science
LL.M., International Trade Law
University of Baltimore School of Law
J.D.
University of Notre Dame
B.A., Government and International Relations
Amanda Kimball Amanda Kimball's Investment Company Institute Experience March 2000 - August 2002
Job Research Specialist at UCD Graduate School of Management
Industry Research
Experience
UCD Graduate School of Management July 2011 - Present
Capital One November 2003 - September 2004
Investment Company Institute March 2000 - August 2002
Corporate Executive Board June 1998 - February 2000
Skills
Stata, Data Analysis, Economics, SAS, project management, relational database..., Microsoft Excel, Teaching, Research
Education
University of California, Davis 2002 — 2010
PhD, Economics
University of Virginia 1994 — 1998
BA, Economics
UCD Graduate School of Management July 2011 - Present
Capital One November 2003 - September 2004
Investment Company Institute March 2000 - August 2002
Corporate Executive Board June 1998 - February 2000
Skills
Stata, Data Analysis, Economics, SAS, project management, relational database..., Microsoft Excel, Teaching, Research
Education
University of California, Davis 2002 — 2010
PhD, Economics
University of Virginia 1994 — 1998
BA, Economics
Molly McGettigan Molly McGettigan's Investment Company Institute Experience August 2008 - August 2010
Job Station A Group at NRG Energy
Industry Renewables & Environment
Experience
NRG Energy June 2013 - Present
ecofabulous.com November 2011 - June 2013
-- January 2011 - June 2013
Investment Company Institute August 2008 - August 2010
Investment Company Institute August 2007 - August 2008
Skills
Strategic Communications, Public Relations, Social Media, Market Research, Marketing Strategy, Public Policy, Media Relations, Business Strategy, Policy Analysis, International Relations, Editing, Event Management, Management, Fundraising, Marketing, Corporate Social..., Research, Strategy
Education
University of Colorado Boulder 2002 — 2007
BA, International Affairs
Saint Agnes Academy 1998 — 2002
NRG Energy June 2013 - Present
ecofabulous.com November 2011 - June 2013
-- January 2011 - June 2013
Investment Company Institute August 2008 - August 2010
Investment Company Institute August 2007 - August 2008
Skills
Strategic Communications, Public Relations, Social Media, Market Research, Marketing Strategy, Public Policy, Media Relations, Business Strategy, Policy Analysis, International Relations, Editing, Event Management, Management, Fundraising, Marketing, Corporate Social..., Research, Strategy
Education
University of Colorado Boulder 2002 — 2007
BA, International Affairs
Saint Agnes Academy 1998 — 2002
Lori Wall's Investment Company Institute Experience 1995 - 1997
Job Sr. Brand Manager, MultiMedia Exposure, Inc.
Industry Marketing and Advertising
Experience
Multi-Media Exposure October 2007 - Present
Dwelling Furniture February 2002 - October 2007
HSN; Home Shopping Network 1997 - 2002
Investment Company Institute 1995 - 1997
Newschannel 8 June 1993 - May 1995
Skills
Media Relations, Marketing, Broadcast, Digital Media, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Brand Development
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Journalism, Broadcast Journalism
Multi-Media Exposure October 2007 - Present
Dwelling Furniture February 2002 - October 2007
HSN; Home Shopping Network 1997 - 2002
Investment Company Institute 1995 - 1997
Newschannel 8 June 1993 - May 1995
Skills
Media Relations, Marketing, Broadcast, Digital Media, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Brand Development
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Journalism, Broadcast Journalism
Christina Kilroy's Investment Company Institute Experience October 2013 - Present
Job Web Editor at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute October 2013 - Present
Investment Company Institute December 2012 - October 2013
Investment Company Institute April 2008 - December 2012
Investment Company Institute October 2006 - April 2008
Investment Company Institute September 2005 - October 2006
Skills
Data Analysis, Mutual Funds, Policy Analysis, Research, SAS, Public Policy, Editing
Education
University of Notre Dame
Investment Company Institute October 2013 - Present
Investment Company Institute December 2012 - October 2013
Investment Company Institute April 2008 - December 2012
Investment Company Institute October 2006 - April 2008
Investment Company Institute September 2005 - October 2006
Skills
Data Analysis, Mutual Funds, Policy Analysis, Research, SAS, Public Policy, Editing
Education
University of Notre Dame
Art Donkersloot's Investment Company Institute Experience September 1995 - April 1997
Job Accounting Manager at Aspire Lifestyles
Industry Hospitality
Experience
Aspire Lifestyles June 2004 - Present
USTA March 2001 - May 2004
Response Networks July 2000 - January 2001
Johnston,Lemon and Company April 1997 - July 2000
Investment Company Institute September 1995 - April 1997
Skills
Accounting, Outlook, Excel, Word, Microsoft Excel, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Payroll, ADP Payroll, Internet, Bank Reconciliation, Cash Management, Event Planning, Microsoft Word, Budgets, Office Management, Financial Reporting, Forecasting, Customer Service, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Bachelor of Science (BS), Accounting
Aspire Lifestyles June 2004 - Present
USTA March 2001 - May 2004
Response Networks July 2000 - January 2001
Johnston,Lemon and Company April 1997 - July 2000
Investment Company Institute September 1995 - April 1997
Skills
Accounting, Outlook, Excel, Word, Microsoft Excel, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Payroll, ADP Payroll, Internet, Bank Reconciliation, Cash Management, Event Planning, Microsoft Word, Budgets, Office Management, Financial Reporting, Forecasting, Customer Service, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Bachelor of Science (BS), Accounting
Michael Budzinski's Investment Company Institute Experience February 1995 - February 2008
Job ManagerEditing at Federal Reserve Board
Industry Financial Services
Experience
Federal Reserve Board February 2008 - Present
Investment Company Institute February 1995 - February 2008
National Association of Securities Dealers, Inc. 1993 - 1995
Calvert Group 1987 - 1992
Skills
Strategic Communications, Marketing, Newsletters, Editing, Management, Media Relations, Speech Writing, Writing, Corporate Communications, Strategy, Web Content Management, Marketing Communications, Digital Media, Internal Communications, Research, Creative Writing, Editorial, Journalism, Social Media, Marketing Strategy, Press Releases, Public Relations
Education
University of Maryland 1979 — 1984
B.A., Journalism
Westminster High School 1975 — 1979
Federal Reserve Board February 2008 - Present
Investment Company Institute February 1995 - February 2008
National Association of Securities Dealers, Inc. 1993 - 1995
Calvert Group 1987 - 1992
Skills
Strategic Communications, Marketing, Newsletters, Editing, Management, Media Relations, Speech Writing, Writing, Corporate Communications, Strategy, Web Content Management, Marketing Communications, Digital Media, Internal Communications, Research, Creative Writing, Editorial, Journalism, Social Media, Marketing Strategy, Press Releases, Public Relations
Education
University of Maryland 1979 — 1984
B.A., Journalism
Westminster High School 1975 — 1979
Brad Sweet's Investment Company Institute Experience 1995 - 2004
Job Management/Database Analyst
Industry Government Administration
Experience
Administrative Office of United States Courts 2012 - Present
Administrative Office of the U.S. Courts 2009 - 2012
Stanley Associates 2005 - 2009
Investment Company Institute 1995 - 2004
Skills
Data Analysis, Project Management, Software Development, Database Design, SQL, Business Intelligence, Business Analysis, Configuration Management, Manage Client..., Integration, SDLC
Education
University of Delaware 1989 — 1994
Master's degree, Economics
Administrative Office of United States Courts 2012 - Present
Administrative Office of the U.S. Courts 2009 - 2012
Stanley Associates 2005 - 2009
Investment Company Institute 1995 - 2004
Skills
Data Analysis, Project Management, Software Development, Database Design, SQL, Business Intelligence, Business Analysis, Configuration Management, Manage Client..., Integration, SDLC
Education
University of Delaware 1989 — 1994
Master's degree, Economics
Eva Mykolenko's Investment Company Institute Experience April 2008 - Present
Job Assistant Counsel International Affairs at Investment Company Institute
Industry Law Practice
Experience
Investment Company Institute April 2008 - Present
Willkie Farr & Gallagher LLP 2007 - 2008
Shearman and Sterling 1999 - 2007
Education
University of Michigan Law School 1996 — 1999
Investment Company Institute April 2008 - Present
Willkie Farr & Gallagher LLP 2007 - 2008
Shearman and Sterling 1999 - 2007
Education
University of Michigan Law School 1996 — 1999
Dan Crowley's Investment Company Institute Experience June 2003 - August 2008
Job Partner at K & L Gates LLP
Industry Financial Services
Experience
K & L Gates LLP September 2008 - Present
Investment Company Institute June 2003 - August 2008
NASDAQ January 2001 - June 2003
NASD March 1999 - January 2001
U.S. House of Representatives April 1998 - January 1999
U.S. House of Representatives January 1995 - March 1998
Committee on House Administration 1991 - 1995
Skills
Public Policy, Legislative Relations, Strategic Communications, Political Campaigns, Public Affairs, Legislation, Politics, Government, Corporate Governance, Non-profits, Media Relations, Public Relations, Public Speaking, Strategic Planning, Fundraising
Education
University of Maryland School of Law 1987 — 1990
JD, MPM
University of Maryland College Park 1986 — 1990
MPM, Public Finance
University of Maryland College Park 1983 — 1986
BS, Finance
K & L Gates LLP September 2008 - Present
Investment Company Institute June 2003 - August 2008
NASDAQ January 2001 - June 2003
NASD March 1999 - January 2001
U.S. House of Representatives April 1998 - January 1999
U.S. House of Representatives January 1995 - March 1998
Committee on House Administration 1991 - 1995
Skills
Public Policy, Legislative Relations, Strategic Communications, Political Campaigns, Public Affairs, Legislation, Politics, Government, Corporate Governance, Non-profits, Media Relations, Public Relations, Public Speaking, Strategic Planning, Fundraising
Education
University of Maryland School of Law 1987 — 1990
JD, MPM
University of Maryland College Park 1986 — 1990
MPM, Public Finance
University of Maryland College Park 1983 — 1986
BS, Finance
Heather Traeger's Investment Company Institute Experience February 2007 - September 2011
Job CCO and Compliance Counsel at Teacher Retirement System of Texas
Industry Financial Services
Experience
Teacher Retirement System of Texas November 2014 - Present
O'Melveny & Myers LLP October 2011 - October 2014
Investment Company Institute February 2007 - September 2011
US Securities and Exchange Commission August 2002 - February 2007
US Securities and Exchange Commission May 2001 - August 2002
US Securities and Exchange Commission December 2000 - May 2001
Skills
Securities Regulation, Securities, Corporate Law, Legal Research, Corporate Governance, Capital Markets
Education
University of Houston Law Center 1994 — 1997
JD, Law
Williams College 1989 — 1993
BA, Majors: History and Political Sciene
Teacher Retirement System of Texas November 2014 - Present
O'Melveny & Myers LLP October 2011 - October 2014
Investment Company Institute February 2007 - September 2011
US Securities and Exchange Commission August 2002 - February 2007
US Securities and Exchange Commission May 2001 - August 2002
US Securities and Exchange Commission December 2000 - May 2001
Skills
Securities Regulation, Securities, Corporate Law, Legal Research, Corporate Governance, Capital Markets
Education
University of Houston Law Center 1994 — 1997
JD, Law
Williams College 1989 — 1993
BA, Majors: History and Political Sciene
Elizabeth Lyons's Investment Company Institute Experience 1995 - 1998
Job Human Resources Specialist at Institute of Museum and Library Services
Industry Government Administration
Experience
Institute of Museum and Library Services October 2012 - Present
Institute of Museum and Library Services March 2006 - October 2012
National Zoo 1999 - 2012
Institute of Museum and Library Services March 1998 - March 2006
Investment Company Institute 1995 - 1998
Skills
Non-profits, Community Outreach, Grant Writing, Fundraising, Program Development, Nonprofits, Event Management, Policy, Public Policy, Museums, Government, Policy Analysis, Event Planning, Program Evaluation, Grants, Community Development
Education
University of Massachusetts Boston
History
Institute of Museum and Library Services October 2012 - Present
Institute of Museum and Library Services March 2006 - October 2012
National Zoo 1999 - 2012
Institute of Museum and Library Services March 1998 - March 2006
Investment Company Institute 1995 - 1998
Skills
Non-profits, Community Outreach, Grant Writing, Fundraising, Program Development, Nonprofits, Event Management, Policy, Public Policy, Museums, Government, Policy Analysis, Event Planning, Program Evaluation, Grants, Community Development
Education
University of Massachusetts Boston
History
Bridgette Bourge, PMP's Investment Company Institute Experience October 2003 - July 2006
Job Senior Principal, Legislative Affairs at NRECA
Industry Government Relations
Experience
NRECA January 2014 - Present
Sevatec, Inc. December 2009 - January 2014
American Chemistry Council July 2006 - December 2009
Investment Company Institute October 2003 - July 2006
U.S. House of Representatives, Committee on Small Business January 1999 - January 2003
St. Louis Count Councilwoman Edith Cunnane May 1998 - December 1998
Senator Bond January 1998 - May 1998
Skills
Legislative..., Government Relations, Public Relations, Strategic Communications, Information Sharing, Homeland Security, Coalition Building, Program & Project..., Team Building, Mentoring, Process Improvement, Research, Budget Management, Strategic Planning, Program Management, Government, Public Affairs, Budgets, Community Outreach, Policy Analysis, Business Analysis, Leadership, Management, Business Development, Security, Proposal Writing, Coalitions, Policy, Strategy, Public Policy
Education
University of Missouri-Saint Louis 1995 — 1998
BA, Political Science
NRECA January 2014 - Present
Sevatec, Inc. December 2009 - January 2014
American Chemistry Council July 2006 - December 2009
Investment Company Institute October 2003 - July 2006
U.S. House of Representatives, Committee on Small Business January 1999 - January 2003
St. Louis Count Councilwoman Edith Cunnane May 1998 - December 1998
Senator Bond January 1998 - May 1998
Skills
Legislative..., Government Relations, Public Relations, Strategic Communications, Information Sharing, Homeland Security, Coalition Building, Program & Project..., Team Building, Mentoring, Process Improvement, Research, Budget Management, Strategic Planning, Program Management, Government, Public Affairs, Budgets, Community Outreach, Policy Analysis, Business Analysis, Leadership, Management, Business Development, Security, Proposal Writing, Coalitions, Policy, Strategy, Public Policy
Education
University of Missouri-Saint Louis 1995 — 1998
BA, Political Science
Jill Goodman's Investment Company Institute Experience December 1987 - July 2010
Job Programmer/Analyst at Howard County Public School System
Industry Financial Services
Experience
Howard County Public School System September 2010 - Present
Investment Company Institute December 1987 - July 2010
Skills
Unix, Solaris, Software Development, Shell Scripting, SQL, Database Design, Oracle, System Administration, Linux, Enterprise Architecture, PL/SQL, Business Intelligence, Microsoft SQL Server, Integration, Databases, Perl, T-SQL, JavaScript, Disaster Recovery, Requirements Gathering, Java, Visual Basic, WorkDay
Education
University of Maryland College Park 1978 — 1982
Bachelor of Science (B.S.), Computer Science, B
Howard County Public School System September 2010 - Present
Investment Company Institute December 1987 - July 2010
Skills
Unix, Solaris, Software Development, Shell Scripting, SQL, Database Design, Oracle, System Administration, Linux, Enterprise Architecture, PL/SQL, Business Intelligence, Microsoft SQL Server, Integration, Databases, Perl, T-SQL, JavaScript, Disaster Recovery, Requirements Gathering, Java, Visual Basic, WorkDay
Education
University of Maryland College Park 1978 — 1982
Bachelor of Science (B.S.), Computer Science, B
Thomas Sampson's Investment Company Institute Experience March 1990 - December 1997
Job Data Warehouse / Business Intelligence Technical Lead at IBM
Industry Information Technology and Services
Experience
IBM December 2013 - Present
IBM June 2007 - December 2013
FHLBanks Office of Finance November 1998 - June 2007
Investment Company Institute March 1990 - December 1997
Skills
Business Intelligence, Data Warehousing, SQL, Business Objects, Software Development, ETL, Databases, Data Integration, Data Analysis, Unix, Unix Shell Scripting, Enterprise Architecture, IT Strategy, Requirements Analysis, Data Governance, SDLC, Data Modeling, Analysis, PL/SQL, Database Design, Oracle, SOA, Shell Scripting
Education
University of Maryland College Park 1985 — 1989
BS, Economics
IBM December 2013 - Present
IBM June 2007 - December 2013
FHLBanks Office of Finance November 1998 - June 2007
Investment Company Institute March 1990 - December 1997
Skills
Business Intelligence, Data Warehousing, SQL, Business Objects, Software Development, ETL, Databases, Data Integration, Data Analysis, Unix, Unix Shell Scripting, Enterprise Architecture, IT Strategy, Requirements Analysis, Data Governance, SDLC, Data Modeling, Analysis, PL/SQL, Database Design, Oracle, SOA, Shell Scripting
Education
University of Maryland College Park 1985 — 1989
BS, Economics
Candice Gullett's Investment Company Institute Experience
Job Copy Editor at Investment Company Institute
Industry Think Tanks
Experience
Investment Company Institute
Skills
Editing, Copy Editing, Nonprofits
Education
University of North Carolina at Chapel Hill
Investment Company Institute
Skills
Editing, Copy Editing, Nonprofits
Education
University of North Carolina at Chapel Hill
Sam Desai, CFA's Investment Company Institute Experience 2001 - 2006
Job Associate US Life Insurance at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
Citi March 2010 - November 2012
Citi November 2008 - March 2010
Citi July 2006 - November 2008
Investment Company Institute 2001 - 2006
Skills
Series 7, Series 63, Financial Modeling, Valuation, Property & Casualty..., Online Brokerage, CFA, Insurance, asset management, Alternative Investments, Hedge Funds, Bloomberg, Series 86, Series 87, Equity Research, Financial Analysis, Equity Valuation, Capital Markets, Asset Management, Mergers & Acquisitions
Education
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Economics
USC HS
Deutsche Bank April 2014 - Present
Citi March 2010 - November 2012
Citi November 2008 - March 2010
Citi July 2006 - November 2008
Investment Company Institute 2001 - 2006
Skills
Series 7, Series 63, Financial Modeling, Valuation, Property & Casualty..., Online Brokerage, CFA, Insurance, asset management, Alternative Investments, Hedge Funds, Bloomberg, Series 86, Series 87, Equity Research, Financial Analysis, Equity Valuation, Capital Markets, Asset Management, Mergers & Acquisitions
Education
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Economics
USC HS