ISS Institutional Shareholder Services
Industry: Funding company
DescriptionInstitutional Shareholder Services, Inc. is a proxy advisory firm. Hedge funds, mutual funds and similar organizations that own shares of multiple companies pay ISS to advise regarding share holder votes. It is the largest such firm, with over 61 percent of the business. Founded: 1985 Key people: Gary Retelny (CEO); Ulrika Hasselgren (ISS-Ethix CEO) Subsidiaries: EVA Dimensions LLC, ISS-oekom, ISS-Ethix,
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ISS Institutional Shareholder Services Employees
Employee
Years
Job
Industry
Ben Fondon Ben Fondon's ISS Institutional Shareholder Services Experience February 2015 - Present
Job Client Service Manager
Industry Financial Services
Experience
ISS Institutional Shareholder Services February 2015 - Present
Arvest Bank July 2014 - February 2015
Citi August 2012 - July 2014
Skills
Goal-oriented..., Leadership Development, Outstanding..., Computer Proficiency, Leadership, Banking, Analysis, Financial Services
Education
Tarleton State University 2009 — 2013
BS of Finance, Finance
ISS Institutional Shareholder Services February 2015 - Present
Arvest Bank July 2014 - February 2015
Citi August 2012 - July 2014
Skills
Goal-oriented..., Leadership Development, Outstanding..., Computer Proficiency, Leadership, Banking, Analysis, Financial Services
Education
Tarleton State University 2009 — 2013
BS of Finance, Finance
Luis H. Alvarado Luis H. Alvarado's ISS Institutional Shareholder Services Experience July 2015 - Present
Job Sr. Associate at Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services July 2015 - Present
Fisher Investments July 2013 - July 2015
Merrill Lynch January 2012 - July 2013
HSBC August 2010 - December 2011
HSBC July 2009 - August 2010
Expeditors International July 2008 - July 2009
Terry Hines & Associates May 2007 - December 2007
Skills
Spanish, Wealth Management, Financial Analysis, Client Relationship..., Client Retention, International Business, Cross Selling, Needs Analysis, Team Leadership, Strategic Financial..., Mortgage Lending, Investment Banking, Financial Services, Finance, Business Development
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, International Business, Spanish
Universitat Ramon Llull 2007 — 2007
Business, Management, Marketing, and Related Support Services
ISS Institutional Shareholder Services July 2015 - Present
Fisher Investments July 2013 - July 2015
Merrill Lynch January 2012 - July 2013
HSBC August 2010 - December 2011
HSBC July 2009 - August 2010
Expeditors International July 2008 - July 2009
Terry Hines & Associates May 2007 - December 2007
Skills
Spanish, Wealth Management, Financial Analysis, Client Relationship..., Client Retention, International Business, Cross Selling, Needs Analysis, Team Leadership, Strategic Financial..., Mortgage Lending, Investment Banking, Financial Services, Finance, Business Development
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, International Business, Spanish
Universitat Ramon Llull 2007 — 2007
Business, Management, Marketing, and Related Support Services
Angela Hebron Angela Hebron's ISS Institutional Shareholder Services Experience March 2007 - August 2007
Job Credentialing Analyst at CoreLogic
Industry Information Services
Experience
CoreLogic SafeRent August 2007 - Present
Toys R Us October 2008 - March 2012
ISS Institutional Shareholder Services March 2007 - August 2007
The Humane Society of the United States November 2006 - March 2007
Arrow Financial Services June 2005 - September 2006
Asbury Methodist Village August 2002 - February 2005
Skills
Access, Research, Microsoft Office, Customer Service, Microsoft Excel, Data Entry, Microsoft Word, Outlook, PowerPoint, Sales, Management, Windows
Education
University of Phoenix 2010 — 2011
Bachelor of Arts (B.A.), Human Services, General
TESST College of Technology-Beltsville 2004 — 2005
Certificate, Medical/Clinical Assistant
CoreLogic SafeRent August 2007 - Present
Toys R Us October 2008 - March 2012
ISS Institutional Shareholder Services March 2007 - August 2007
The Humane Society of the United States November 2006 - March 2007
Arrow Financial Services June 2005 - September 2006
Asbury Methodist Village August 2002 - February 2005
Skills
Access, Research, Microsoft Office, Customer Service, Microsoft Excel, Data Entry, Microsoft Word, Outlook, PowerPoint, Sales, Management, Windows
Education
University of Phoenix 2010 — 2011
Bachelor of Arts (B.A.), Human Services, General
TESST College of Technology-Beltsville 2004 — 2005
Certificate, Medical/Clinical Assistant
Stephanie (Curtis) Courtney Stephanie (Curtis) Courtney's ISS Institutional Shareholder Services Experience September 2014 - Present
Job Head of South Region Team at Institutional Shareholder Services | Event Planner at Events by Stephanie Courtney
Industry Financial Services
Experience
ISS Institutional Shareholder Services September 2014 - Present
Events by Stephanie Courtney April 2014 - Present
ISS Institutional Shareholder Services July 2013 - September 2014
ISS Institutional Shareholder Services July 2009 - July 2013
ISS Institutional Shareholder Services June 2007 - July 2009
SpiritBank May 2004 - May 2007
Skills
Account Management, Salesforce.com, Data Analysis, Customer Service, Risk Management, Sales, Event Planning, Time Management, Organization, Event Management, Weddings, Customer Relations, Corporate Governance, Galas, Coordinating Events, Wedding Planning, Wedding Coordinating, International Project..., Employee Training, Business Objects, Corporate Events, Operations, Microsoft Office
Education
University of Oklahoma 2003 — 2007
Bachelors of Arts, Criminology, 3.35
ISS Institutional Shareholder Services September 2014 - Present
Events by Stephanie Courtney April 2014 - Present
ISS Institutional Shareholder Services July 2013 - September 2014
ISS Institutional Shareholder Services July 2009 - July 2013
ISS Institutional Shareholder Services June 2007 - July 2009
SpiritBank May 2004 - May 2007
Skills
Account Management, Salesforce.com, Data Analysis, Customer Service, Risk Management, Sales, Event Planning, Time Management, Organization, Event Management, Weddings, Customer Relations, Corporate Governance, Galas, Coordinating Events, Wedding Planning, Wedding Coordinating, International Project..., Employee Training, Business Objects, Corporate Events, Operations, Microsoft Office
Education
University of Oklahoma 2003 — 2007
Bachelors of Arts, Criminology, 3.35
Corey Lowry Corey Lowry's ISS Institutional Shareholder Services Experience September 2014 - September 2015
Job Financial Reporting Analyst at HomeAdvisor
Industry Financial Services
Experience
HomeAdvisor September 2015 - Present
ISS Institutional Shareholder Services September 2014 - September 2015
ISS Institutional Shareholder Services August 2013 - September 2014
Pilot Thomas Logistics May 2013 - August 2013
JPMorgan Chase May 2012 - May 2013
Skills
SQL, VBA, Analysis, Microsoft Excel, Powershell, Data Analysis, Problem Solving, Research, Finance, Learning Quickly, Process Improvement, Microsoft Office, Time Management, Leadership, Teamwork, Economics, Banking, Retail, Excel, Customer Service, Windows Batch, Project Management, Basic HTML, CSS, JavaScript, jQuery
Education
University of Oklahoma 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
HomeAdvisor September 2015 - Present
ISS Institutional Shareholder Services September 2014 - September 2015
ISS Institutional Shareholder Services August 2013 - September 2014
Pilot Thomas Logistics May 2013 - August 2013
JPMorgan Chase May 2012 - May 2013
Skills
SQL, VBA, Analysis, Microsoft Excel, Powershell, Data Analysis, Problem Solving, Research, Finance, Learning Quickly, Process Improvement, Microsoft Office, Time Management, Leadership, Teamwork, Economics, Banking, Retail, Excel, Customer Service, Windows Batch, Project Management, Basic HTML, CSS, JavaScript, jQuery
Education
University of Oklahoma 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Jennifer May Miesen Jennifer May Miesen's ISS Institutional Shareholder Services Experience June 2015 - Present
Job Corporate Governance and Executive Compensation Advisor at ISS | Institutional Shareholder Services
Industry Law Practice
Experience
ISS Institutional Shareholder Services June 2015 - Present
ISS Institutional Shareholder Services January 2015 - June 2015
Maryland Department of the Environment, Civil Litigation Division May 2013 - August 2013
University of Maryland School of Law March 2012 - May 2013
U.S. Coast Guard August 2012 - December 2012
ISN Corporation January 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Customer Service, Microsoft Excel, Editing, Government, Public Speaking, Public Relations, Interrogation, Business Strategy, Photoshop, Management
Education
University of Maryland School of Law 2011 — 2014
Juris Doctor (J.D.), Environmental Law Tax Law
University of Texas 2007 — 2009
B.S, Economics
ISS Institutional Shareholder Services June 2015 - Present
ISS Institutional Shareholder Services January 2015 - June 2015
Maryland Department of the Environment, Civil Litigation Division May 2013 - August 2013
University of Maryland School of Law March 2012 - May 2013
U.S. Coast Guard August 2012 - December 2012
ISN Corporation January 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Customer Service, Microsoft Excel, Editing, Government, Public Speaking, Public Relations, Interrogation, Business Strategy, Photoshop, Management
Education
University of Maryland School of Law 2011 — 2014
Juris Doctor (J.D.), Environmental Law Tax Law
University of Texas 2007 — 2009
B.S, Economics
Denis Varshavsky Denis Varshavsky's ISS Institutional Shareholder Services Experience October 2014 - Present
Job Associate at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services October 2014 - Present
MSCI Inc. February 2014 - September 2014
University of Guelph September 2012 - September 2013
Israel Securities Authority 2010 - 2012
Milken Institute Fellows Program November 2009 - July 2011
Bank of Israel July 2007 - February 2009
Skills
Financial Modeling, M&A analysis, Data Analysis, Corporate Finance, Equity Research, Capital Markets, Banking, Economics, Empirical Research, Statistics, Financial Econometrics, Time Series Analysis, Financial Economics, MS Excel, R
Education
University of Guelph 2012 — 2013
Master of Arts (MA), Economics
The Hebrew University 2007 — 2009
Master of Business Administration (MBA), Finance and Banking
The Hebrew University 2003 — 2006
Bachelor of Arts (BA), Economics and Business Administration
ISS Institutional Shareholder Services October 2014 - Present
MSCI Inc. February 2014 - September 2014
University of Guelph September 2012 - September 2013
Israel Securities Authority 2010 - 2012
Milken Institute Fellows Program November 2009 - July 2011
Bank of Israel July 2007 - February 2009
Skills
Financial Modeling, M&A analysis, Data Analysis, Corporate Finance, Equity Research, Capital Markets, Banking, Economics, Empirical Research, Statistics, Financial Econometrics, Time Series Analysis, Financial Economics, MS Excel, R
Education
University of Guelph 2012 — 2013
Master of Arts (MA), Economics
The Hebrew University 2007 — 2009
Master of Business Administration (MBA), Finance and Banking
The Hebrew University 2003 — 2006
Bachelor of Arts (BA), Economics and Business Administration
Jignya Sheth Jignya Sheth's ISS Institutional Shareholder Services Experience February 2006 - May 2006
Job Proposal Manager at Accenture
Industry Management Consulting
Experience
McKinsey & Company May 2013 - February 2015
PricewaterhouseCoopers November 2010 - May 2013
PricewaterhouseCoopers August 2008 - November 2010
IBM August 2006 - July 2008
ISS Institutional Shareholder Services February 2006 - May 2006
American Institutes for Research March 2005 - October 2005
Mercantile Potomac Bank July 2003 - March 2005
Skills
Proposal Writing, Editing, Marketing, Research, Government, Technical Writing, Management Consulting, Strategic Communications, Change Management, Business Strategy, Business Process..., RFP, Process Improvement, Marketing Communications, Leadership, Writing, Microsoft Office, Customer Service, Content Management, Knowledge Management, Compliance, Lotus Notes, Competitive Analysis, PowerPoint, Word, Proposal Production, Proposal Leadership, Government Proposal..., Federal Proposals, Microsoft Word, Customer Relations, Mentoring, Proposal Management, Team Management, Distributed Team..., Government Proposals, Formatting Documents, Document Management, Document Review
Education
Towson University 2001 — 2003
Bachelor of Arts (B.A.), Electronic Media and Communications
University of Maryland College Park 1999 — 2001
Quince Orchard HS 1995 — 1999
High School Diploma
McKinsey & Company May 2013 - February 2015
PricewaterhouseCoopers November 2010 - May 2013
PricewaterhouseCoopers August 2008 - November 2010
IBM August 2006 - July 2008
ISS Institutional Shareholder Services February 2006 - May 2006
American Institutes for Research March 2005 - October 2005
Mercantile Potomac Bank July 2003 - March 2005
Skills
Proposal Writing, Editing, Marketing, Research, Government, Technical Writing, Management Consulting, Strategic Communications, Change Management, Business Strategy, Business Process..., RFP, Process Improvement, Marketing Communications, Leadership, Writing, Microsoft Office, Customer Service, Content Management, Knowledge Management, Compliance, Lotus Notes, Competitive Analysis, PowerPoint, Word, Proposal Production, Proposal Leadership, Government Proposal..., Federal Proposals, Microsoft Word, Customer Relations, Mentoring, Proposal Management, Team Management, Distributed Team..., Government Proposals, Formatting Documents, Document Management, Document Review
Education
Towson University 2001 — 2003
Bachelor of Arts (B.A.), Electronic Media and Communications
University of Maryland College Park 1999 — 2001
Quince Orchard HS 1995 — 1999
High School Diploma
Kristin Butner Kristin Butner's ISS Institutional Shareholder Services Experience February 2015 - Present
Job Client Service Manager at Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services February 2015 - Present
Enterprise Products 2013 - 2015
Education
University of Oklahoma 2007 — 2012
Bachelor of Arts (BA), English Language and Literature/Letters
ISS Institutional Shareholder Services February 2015 - Present
Enterprise Products 2013 - 2015
Education
University of Oklahoma 2007 — 2012
Bachelor of Arts (BA), English Language and Literature/Letters
Erin Pearson Erin Pearson's ISS Institutional Shareholder Services Experience March 1999 - September 2001
Job Senior Analyst at Alliance Advisors
Industry Financial Services
Experience
Alliance Advisors, LLC August 2010 - Present
Foster Associates 2002 - 2003
ISS Institutional Shareholder Services March 1999 - September 2001
ISS Institutional Shareholder Services 2000 - 2001
Executive Compensation Advisors (Towers Perrin) 1996 - 1999
Skills
Research, Mergers, Securities, Risk Management, Business Analysis, Hedge Funds, Executive Compensation..., Equity Plans, Corporate Governance, Competitive Analysis, Analysis, Prime Brokerage, Swaps, Country Risk Analysis, Corporate Actions, Asset Managment, Quantitative Investing, Portfolio Management, Private Equity, Financial Modeling, Investment Banking, FINRA, Derivatives, Strategic Planning, Factor Analysis, Company Profiling, Investments, Equity Valuation, Fixed Income, LBO, Socially Responsible..., Financial Analysis, Equities, Due Diligence, Governance, Global Macro, Executive Pay, Corporate Social..., CDO, Project Management, Equity Research, Industry Research, Banking, Corporate Finance, Emerging Markets, Marketing Strategy, Middle Office, Business Strategy, Investor Relations, Factiva
Education
University of Missouri-Columbia 1997 — 2001
Graduate School, Philosophy
The College of William and Mary 1990 — 1994
B.A., Philosophy
Alliance Advisors, LLC August 2010 - Present
Foster Associates 2002 - 2003
ISS Institutional Shareholder Services March 1999 - September 2001
ISS Institutional Shareholder Services 2000 - 2001
Executive Compensation Advisors (Towers Perrin) 1996 - 1999
Skills
Research, Mergers, Securities, Risk Management, Business Analysis, Hedge Funds, Executive Compensation..., Equity Plans, Corporate Governance, Competitive Analysis, Analysis, Prime Brokerage, Swaps, Country Risk Analysis, Corporate Actions, Asset Managment, Quantitative Investing, Portfolio Management, Private Equity, Financial Modeling, Investment Banking, FINRA, Derivatives, Strategic Planning, Factor Analysis, Company Profiling, Investments, Equity Valuation, Fixed Income, LBO, Socially Responsible..., Financial Analysis, Equities, Due Diligence, Governance, Global Macro, Executive Pay, Corporate Social..., CDO, Project Management, Equity Research, Industry Research, Banking, Corporate Finance, Emerging Markets, Marketing Strategy, Middle Office, Business Strategy, Investor Relations, Factiva
Education
University of Missouri-Columbia 1997 — 2001
Graduate School, Philosophy
The College of William and Mary 1990 — 1994
B.A., Philosophy
Ian Macoy Ian Macoy's ISS Institutional Shareholder Services Experience 1988 - 1989
Job Financial Program Management at U.S. Treasury
Industry Government Administration
Experience
U.S. Department of the Treasury, Bureau of the Fiscal Service September 2011 - Present
NACHA September 1992 - September 2011
National Organization of Clearing Houses September 1992 - September 1996
American Bankers Association September 1989 - September 1992
ISS Institutional Shareholder Services 1988 - 1989
Skills
Corporate Governance, Payments, Payment Systems, Treasury Management, Banking, Electronic Payments, Risk Management, Program Management, Financial Institutions, Financial Services, Product Management, Relationship Management, Financial Regulation, Operational Risk, Government, Executive Management, E-commerce, Check Processing, Check 21, ACH, Legislative Relations, Legislative Affairs, Payment System Rules, Payments System..., Regulatory Affairs, Compliance, Legislative Research, Payroll, Operational Risk..., Checks, Cards, Mobile Payments, Financial Risk, Credit Cards, Strategy, Governance, Finance, Cash Management
Education
The George Washington University - School of Business 1987 — 1988
MBA, International Finance
Syracuse University 1987 — 1987
MBA Study Abroad Program:, Internship with American Express Bank [UK] International
The George Washington University 1981 — 1986
BBA, International Business, Finance
Roger Ludlowe High School 1977 — 1981
Fairfield, CT
U.S. Department of the Treasury, Bureau of the Fiscal Service September 2011 - Present
NACHA September 1992 - September 2011
National Organization of Clearing Houses September 1992 - September 1996
American Bankers Association September 1989 - September 1992
ISS Institutional Shareholder Services 1988 - 1989
Skills
Corporate Governance, Payments, Payment Systems, Treasury Management, Banking, Electronic Payments, Risk Management, Program Management, Financial Institutions, Financial Services, Product Management, Relationship Management, Financial Regulation, Operational Risk, Government, Executive Management, E-commerce, Check Processing, Check 21, ACH, Legislative Relations, Legislative Affairs, Payment System Rules, Payments System..., Regulatory Affairs, Compliance, Legislative Research, Payroll, Operational Risk..., Checks, Cards, Mobile Payments, Financial Risk, Credit Cards, Strategy, Governance, Finance, Cash Management
Education
The George Washington University - School of Business 1987 — 1988
MBA, International Finance
Syracuse University 1987 — 1987
MBA Study Abroad Program:, Internship with American Express Bank [UK] International
The George Washington University 1981 — 1986
BBA, International Business, Finance
Roger Ludlowe High School 1977 — 1981
Fairfield, CT
Nathan Worthington Nathan Worthington's ISS Institutional Shareholder Services Experience January 2010 - Present
Job
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2010 - Present
Skills
Asset Management, Governance, Investment Operations, Proxy, Securities Lending, Investments, Asset Managment, Client Relations Skills, Management, Securities
Education
University of Hawaii - Shidler College of Business 2003 — 2005
BBA, Finance
Valley View High School
ISS Institutional Shareholder Services January 2010 - Present
Skills
Asset Management, Governance, Investment Operations, Proxy, Securities Lending, Investments, Asset Managment, Client Relations Skills, Management, Securities
Education
University of Hawaii - Shidler College of Business 2003 — 2005
BBA, Finance
Valley View High School
Anthony Triplin III Anthony Triplin III's ISS Institutional Shareholder Services Experience July 2013 - Present
Job Senior Sales Executive at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services July 2013 - Present
ProShare Advisors, LLC January 2010 - July 2013
Merrill Lynch June 2007 - January 2010
Skills
Series 7, Series 63, Series 65, CRPC, Life & Health Insurance...
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (BA), Sociology; Entrepeneurship and Management
Gilman School 1990 — 2003
ISS Institutional Shareholder Services July 2013 - Present
ProShare Advisors, LLC January 2010 - July 2013
Merrill Lynch June 2007 - January 2010
Skills
Series 7, Series 63, Series 65, CRPC, Life & Health Insurance...
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (BA), Sociology; Entrepeneurship and Management
Gilman School 1990 — 2003
Caroline (Cotton) Vance Caroline (Cotton) Vance's ISS Institutional Shareholder Services Experience December 2002 - April 2005
Job Director of Marketing & Operations at CSuite Financial Partners, providing senior financial leadership solutions
Industry Executive Office
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
Elizabeth Donaway Elizabeth Donaway's ISS Institutional Shareholder Services Experience 1999 - 2000
Job Personal Injury/Workers Comp Paralegal
Industry Legal Services
Experience
Goldberg, Finnegan & Mester June 2014 - August 2015
Wilson Peregoy, PLLC June 2013 - June 2014
Doroshow, Pasquale, Krawitz & Bhaya June 2005 - February 2013
Ascend One June 2000 - April 2005
ISS Institutional Shareholder Services 1999 - 2000
ISS Institutional Shareholder Services 1998 - 1999
ISS Institutional Shareholder Services 1996 - 1998
Skills
Process Improvement, Project Management, Business Process..., Performance Management, Strategic Planning, Agile Methodologies, Business Analysis, SDLC, Quality Assurance, Team Leadership, Management, Workers Compensation, Workers' Compensation..., Personal Injury, Account Management, Cross-functional Team..., Software Documentation, Analysis
Education
University of Maryland College Park 1992 — 1995
BA, Criminology & Criminal Justice
Goldberg, Finnegan & Mester June 2014 - August 2015
Wilson Peregoy, PLLC June 2013 - June 2014
Doroshow, Pasquale, Krawitz & Bhaya June 2005 - February 2013
Ascend One June 2000 - April 2005
ISS Institutional Shareholder Services 1999 - 2000
ISS Institutional Shareholder Services 1998 - 1999
ISS Institutional Shareholder Services 1996 - 1998
Skills
Process Improvement, Project Management, Business Process..., Performance Management, Strategic Planning, Agile Methodologies, Business Analysis, SDLC, Quality Assurance, Team Leadership, Management, Workers Compensation, Workers' Compensation..., Personal Injury, Account Management, Cross-functional Team..., Software Documentation, Analysis
Education
University of Maryland College Park 1992 — 1995
BA, Criminology & Criminal Justice
Zachery McKinnon Zachery McKinnon's ISS Institutional Shareholder Services Experience February 2015 - Present
Job Analyst
Industry Public Policy
Experience
ISS Institutional Shareholder Services February 2015 - Present
American Journal Experts June 2012 - February 2015
Taubman College of Architecture and Urban Planning January 2014 - May 2014
Clean Energy Coalition August 2013 - January 2014
Vanderbilt Student Volunteers for Science September 2009 - June 2012
Mercy for Animals May 2011 - September 2011
Skills
Microsoft Office, Urban Planning, R, English grammar, Activism, ArcGIS, Stata, SimaPro, Python, Transportation Planning, Research
Education
University of Michigan 2012 — 2014
Master of Urban Planning
Vanderbilt University 2008 — 2012
Bachelor of Arts (BA), Mathematics, Political Science
ISS Institutional Shareholder Services February 2015 - Present
American Journal Experts June 2012 - February 2015
Taubman College of Architecture and Urban Planning January 2014 - May 2014
Clean Energy Coalition August 2013 - January 2014
Vanderbilt Student Volunteers for Science September 2009 - June 2012
Mercy for Animals May 2011 - September 2011
Skills
Microsoft Office, Urban Planning, R, English grammar, Activism, ArcGIS, Stata, SimaPro, Python, Transportation Planning, Research
Education
University of Michigan 2012 — 2014
Master of Urban Planning
Vanderbilt University 2008 — 2012
Bachelor of Arts (BA), Mathematics, Political Science
Jordan Gingrich Jordan Gingrich's ISS Institutional Shareholder Services Experience July 2013 - Present
Job Securities Class Action Services Operations Analyst at ISS | Institutional Shareholder Services
Industry Management Consulting
Experience
ISS Institutional Shareholder Services July 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Leadership, Market Research
Education
University of Oklahoma 2011 — 2013
Master of Human Relations, Human Relations, 4.0
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Management, Marketing
ISS Institutional Shareholder Services July 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Leadership, Market Research
Education
University of Oklahoma 2011 — 2013
Master of Human Relations, Human Relations, 4.0
University of Oklahoma 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Management, Marketing
Adam Courtney Adam Courtney's ISS Institutional Shareholder Services Experience July 2013 - Present
Job Executive Director, Operations at ISS
Industry Financial Services
Experience
ISS Institutional Shareholder Services July 2013 - Present
ISS Institutional Shareholder Services June 2010 - Present
ISS Institutional Shareholder Services January 2009 - June 2010
ISS Institutional Shareholder Services February 2008 - January 2009
Skills
Risk Management, Financial Services, Operational Risk, Internal Controls, Data Analysis, Corporate Governance, Process Improvement, Microsoft Office, Analysis, Project Management, Customer Service, Microsoft Excel, Business Strategy, Business Process...
Education
University of Oklahoma 2003 — 2007
B.A, Information Studies
ISS Institutional Shareholder Services July 2013 - Present
ISS Institutional Shareholder Services June 2010 - Present
ISS Institutional Shareholder Services January 2009 - June 2010
ISS Institutional Shareholder Services February 2008 - January 2009
Skills
Risk Management, Financial Services, Operational Risk, Internal Controls, Data Analysis, Corporate Governance, Process Improvement, Microsoft Office, Analysis, Project Management, Customer Service, Microsoft Excel, Business Strategy, Business Process...
Education
University of Oklahoma 2003 — 2007
B.A, Information Studies
Jared Sorhaindo's ISS Institutional Shareholder Services Experience January 2014 - August 2014
Job Research Associate, The Israel Project
Industry International Affairs
Experience
The Israel Project December 2014 - Present
Johns Hopkins University SAIS September 2010 - December 2014
ISS Institutional Shareholder Services January 2014 - August 2014
The MASY Group October 2012 - April 2013
AEI December 2011 - January 2013
Paloma Partners May 2008 - July 2009
Skills
Arabic, Spanish, Research, Analysis, Writing, Middle East, Middle Eastern history, European History, Public Policy, Foreign Policy, International Relations, International Security, Palantir, Political Science, Political Risk Analysis, Politics, International Economics, Policy Analysis, Foreign Affairs, Proposal Writing, Diplomacy, Conflict, Human Rights
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts, Middle East Studies and International Economics
University of Connecticut 2004 — 2008
BA, History
The Israel Project December 2014 - Present
Johns Hopkins University SAIS September 2010 - December 2014
ISS Institutional Shareholder Services January 2014 - August 2014
The MASY Group October 2012 - April 2013
AEI December 2011 - January 2013
Paloma Partners May 2008 - July 2009
Skills
Arabic, Spanish, Research, Analysis, Writing, Middle East, Middle Eastern history, European History, Public Policy, Foreign Policy, International Relations, International Security, Palantir, Political Science, Political Risk Analysis, Politics, International Economics, Policy Analysis, Foreign Affairs, Proposal Writing, Diplomacy, Conflict, Human Rights
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts, Middle East Studies and International Economics
University of Connecticut 2004 — 2008
BA, History
Neha Mehta Neha Mehta's ISS Institutional Shareholder Services Experience October 2014 - Present
Job Vice President, Marketing
Industry Financial Services
Experience
ISS Institutional Shareholder Services October 2014 - Present
Blackboard April 2011 - September 2014
Blackboard March 2008 - April 2011
Blackboard October 2005 - March 2008
Skills
Marketing, Salesforce.com, SaaS, Strategic Partnerships, Learning Management..., Lead Generation, E-Learning, Enterprise Software, Learning Management, Product Marketing, Product Management, Demand Generation, Solution Selling, Go-to-market Strategy, Sales Enablement, Multi-channel Marketing, Analytics, CRM, Management
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, Logistics and Supply Chain Management & Marketing
ISS Institutional Shareholder Services October 2014 - Present
Blackboard April 2011 - September 2014
Blackboard March 2008 - April 2011
Blackboard October 2005 - March 2008
Skills
Marketing, Salesforce.com, SaaS, Strategic Partnerships, Learning Management..., Lead Generation, E-Learning, Enterprise Software, Learning Management, Product Marketing, Product Management, Demand Generation, Solution Selling, Go-to-market Strategy, Sales Enablement, Multi-channel Marketing, Analytics, CRM, Management
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, Logistics and Supply Chain Management & Marketing
Steve Farr Steve Farr's ISS Institutional Shareholder Services Experience March 2011 - September 2012
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ISS Institutional Shareholder Services March 2011 - September 2012
ISS Institutional Shareholder Services June 2008 - June 2011
Skills
Investment Banking, Corporate Governance, Financial Modeling, Mergers, Valuation, Mergers & Acquisitions, Proxy Contests, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Delaware 2004 — 2007
BS, Finance
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ISS Institutional Shareholder Services March 2011 - September 2012
ISS Institutional Shareholder Services June 2008 - June 2011
Skills
Investment Banking, Corporate Governance, Financial Modeling, Mergers, Valuation, Mergers & Acquisitions, Proxy Contests, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Delaware 2004 — 2007
BS, Finance
Michael Mick Michael Mick's ISS Institutional Shareholder Services Experience July 2004 - July 2005
Job AIS Compliance Manager at State Street, Alternative Investment Solutions | International Fund Services (IFS)
Industry Financial Services
Experience
State Street, Alternative Investment Solutions International Fund Services (IFS) August 2015 - Present
State Street, Alternative Investment Solutions International Fund Services (IFS) June 2014 - August 2015
ISS Institutional Shareholder Services MSCI Inc. July 2013 - June 2014
ISS Institutional Shareholder Services MSCI Inc. October 2011 - July 2013
MTPCS, LLC DBA Cellular One June 2009 - April 2011
Fannie Mae June 2010 - December 2010
Circuit Court for Anne Arundel County January 2010 - May 2010
Cadwalader, Wickersham & Taft LLP July 2005 - August 2008
ISS Institutional Shareholder Services July 2004 - July 2005
Thomson Reuters April 2002 - July 2004
Skills
Corporate Law, Legal Research, Legal Writing, Corporate Governance, Capital Markets, Securities, International Law, Mergers & Acquisitions, Joint Ventures, Civil Litigation, Litigation, Securities Regulation, Intellectual Property, Class Actions, Due Diligence, Commercial Litigation, Legal Compliance, Criminal Law, Employment Law, Westlaw, Legal Assistance, Bankruptcy, Legal Advice, Arbitration, Litigation Support, Patents, Mediation, Private Equity
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
J.D., Securities Law
Tufts University 1998 — 2002
BA, Economics and International Relations
State Street, Alternative Investment Solutions International Fund Services (IFS) August 2015 - Present
State Street, Alternative Investment Solutions International Fund Services (IFS) June 2014 - August 2015
ISS Institutional Shareholder Services MSCI Inc. July 2013 - June 2014
ISS Institutional Shareholder Services MSCI Inc. October 2011 - July 2013
MTPCS, LLC DBA Cellular One June 2009 - April 2011
Fannie Mae June 2010 - December 2010
Circuit Court for Anne Arundel County January 2010 - May 2010
Cadwalader, Wickersham & Taft LLP July 2005 - August 2008
ISS Institutional Shareholder Services July 2004 - July 2005
Thomson Reuters April 2002 - July 2004
Skills
Corporate Law, Legal Research, Legal Writing, Corporate Governance, Capital Markets, Securities, International Law, Mergers & Acquisitions, Joint Ventures, Civil Litigation, Litigation, Securities Regulation, Intellectual Property, Class Actions, Due Diligence, Commercial Litigation, Legal Compliance, Criminal Law, Employment Law, Westlaw, Legal Assistance, Bankruptcy, Legal Advice, Arbitration, Litigation Support, Patents, Mediation, Private Equity
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
J.D., Securities Law
Tufts University 1998 — 2002
BA, Economics and International Relations
Marc Goldstein Marc Goldstein's ISS Institutional Shareholder Services Experience December 2014 - Present
Job Head of Energy & Industrials Research
Industry Financial Services
Experience
ISS Institutional Shareholder Services December 2014 - Present
ISS Institutional Shareholder Services 2008 - 2014
ISS/RiskMetrics 1997 - 2008
Skills
Corporate Governance, Japanese, Writing, Research, French, Risk Management, Investment Banking, Venture Capital, Asset Management, Corporate Law, International Relations, Hedge Funds, English, Capital Markets, Corporate Social..., Investor Relations, Economics, Asset Managment, Alternative Investments, Securities Regulation, Executive Pay, Policy, Securities, Investments, Socially Responsible..., Financial Markets, Analysis, Equities, Fixed Income, Due Diligence, Financial Analysis, Emerging Markets, Data Analysis, Equity Research, Private Equity, Editing, Enterprise Risk..., Valuation, Corporate Finance, Governance, Mergers, Corporate Communications, Bloomberg, Private Placements, Investment Management, Portfolio Management, Mutual Funds, Financial Services
Education
University of Michigan Law School 1990 — 1993
J.D., Law
University of Maryland College Park 1985 — 1987
M.A., Economics
Wesleyan University 1981 — 1985
B.A., East Asian Studies
ISS Institutional Shareholder Services December 2014 - Present
ISS Institutional Shareholder Services 2008 - 2014
ISS/RiskMetrics 1997 - 2008
Skills
Corporate Governance, Japanese, Writing, Research, French, Risk Management, Investment Banking, Venture Capital, Asset Management, Corporate Law, International Relations, Hedge Funds, English, Capital Markets, Corporate Social..., Investor Relations, Economics, Asset Managment, Alternative Investments, Securities Regulation, Executive Pay, Policy, Securities, Investments, Socially Responsible..., Financial Markets, Analysis, Equities, Fixed Income, Due Diligence, Financial Analysis, Emerging Markets, Data Analysis, Equity Research, Private Equity, Editing, Enterprise Risk..., Valuation, Corporate Finance, Governance, Mergers, Corporate Communications, Bloomberg, Private Placements, Investment Management, Portfolio Management, Mutual Funds, Financial Services
Education
University of Michigan Law School 1990 — 1993
J.D., Law
University of Maryland College Park 1985 — 1987
M.A., Economics
Wesleyan University 1981 — 1985
B.A., East Asian Studies
Nicole Pinko's ISS Institutional Shareholder Services Experience March 2014 - June 2014
Job Responsible Mining and Energy, CELB, at Conservation International
Industry Renewables & Environment
Experience
Conservation International September 2014 - Present
ISS Institutional Shareholder Services March 2014 - June 2014
K12 Insight July 2013 - March 2014
Itron, Inc July 2009 - September 2011
California Department of Justice, Office of Victims' Services June 2008 - May 2009
UC Davis Department of Political Science January 2008 - June 2008
Skills
Policy Analysis, Research, International Relations, Analysis, Politics, Policy, Economics, Energy Efficiency, Leadership, Statistics, Data Analysis, Corporate Social...
Education
University of York 2011 — 2013
Master's Degree, International Political Economy
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics
International University of Moscow
Conservation International September 2014 - Present
ISS Institutional Shareholder Services March 2014 - June 2014
K12 Insight July 2013 - March 2014
Itron, Inc July 2009 - September 2011
California Department of Justice, Office of Victims' Services June 2008 - May 2009
UC Davis Department of Political Science January 2008 - June 2008
Skills
Policy Analysis, Research, International Relations, Analysis, Politics, Policy, Economics, Energy Efficiency, Leadership, Statistics, Data Analysis, Corporate Social...
Education
University of York 2011 — 2013
Master's Degree, International Political Economy
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics
International University of Moscow
Christine Rummel, PMP's ISS Institutional Shareholder Services Experience January 2014 - Present
Job Vice President Project Management at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2014 - Present
ISS An MSCI Brand June 2010 - December 2013
RiskMetrics Group (acquired by MSCI) 2007 - June 2010
Institutional Shareholder Services (acquired by RiskMetrics Group) June 2005 - December 2007
GXS 1998 - 2005
United States Air Force February 1994 - February 1998
Skills
Program Management, Cross-functional Team..., PMP, Problem Solving, SDLC, CRM, Management, Excel, Software Project..., PowerPoint, MS Project, PMO, Agile Methodologies, Six Sigma, Project Management
Education
University of Maryland University College 1999 — 2006
MBA, Masters of Business Administration
University of Maryland University College 1999 — 2005
Masters of Science, Management Information Systems
ISS Institutional Shareholder Services January 2014 - Present
ISS An MSCI Brand June 2010 - December 2013
RiskMetrics Group (acquired by MSCI) 2007 - June 2010
Institutional Shareholder Services (acquired by RiskMetrics Group) June 2005 - December 2007
GXS 1998 - 2005
United States Air Force February 1994 - February 1998
Skills
Program Management, Cross-functional Team..., PMP, Problem Solving, SDLC, CRM, Management, Excel, Software Project..., PowerPoint, MS Project, PMO, Agile Methodologies, Six Sigma, Project Management
Education
University of Maryland University College 1999 — 2006
MBA, Masters of Business Administration
University of Maryland University College 1999 — 2005
Masters of Science, Management Information Systems
Marcy Markowitz Marcy Markowitz's ISS Institutional Shareholder Services Experience 1995 - 1997
Job Recording Secretary, Board of Directors at Walt Whitman PTSA
Industry Environmental Services
Experience
Earthpace LLC 2000 - Present
Walt Whitman PTSA June 2013 - June 2015
Pyle Education Foundation June 2009 - June 2013
Carderock Springs Educational Foundation June 2005 - June 2008
ISS Institutional Shareholder Services 1995 - 1997
Global Advanced Techology 1991 - 1995
Skills
Environmental Awareness, Environmental Policy, Sustainability, Strategic Planning, Sustainable Development, Environmental Compliance, Climate Change, Environmental Impact..., Environmental Issues, Renewable Energy, Public Speaking, Research, Public Policy, Policy, Nonprofits, Non-profit Boards
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Marketing
University of Pennsylvania 1984 — 1986
BAS, Applied Science/Computer Science
Earthpace LLC 2000 - Present
Walt Whitman PTSA June 2013 - June 2015
Pyle Education Foundation June 2009 - June 2013
Carderock Springs Educational Foundation June 2005 - June 2008
ISS Institutional Shareholder Services 1995 - 1997
Global Advanced Techology 1991 - 1995
Skills
Environmental Awareness, Environmental Policy, Sustainability, Strategic Planning, Sustainable Development, Environmental Compliance, Climate Change, Environmental Impact..., Environmental Issues, Renewable Energy, Public Speaking, Research, Public Policy, Policy, Nonprofits, Non-profit Boards
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Marketing
University of Pennsylvania 1984 — 1986
BAS, Applied Science/Computer Science
Rebecca Lessmann Rebecca Lessmann's ISS Institutional Shareholder Services Experience January 2013 - Present
Job Vote Operations Associate at ISS, Inc.
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2013 - Present
Hastings Entertainment December 2011 - January 2013
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
ISS Institutional Shareholder Services January 2013 - Present
Hastings Entertainment December 2011 - January 2013
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Garo Kochounian Garo Kochounian's ISS Institutional Shareholder Services Experience May 2014 - Present
Job Vice President at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services May 2014 - Present
MSCI Inc. November 2012 - November 2014
Oppenheimer & Co. September 2008 - November 2012
Oppenheimer & Co. 2008 - 2010
Skills
Mergers & Acquisitions, Hedge Funds, Corporate Governance, Equities, Capital Markets, Entrepreneurship, Real Estate, Small Business
Education
University of San Francisco
Bachelors of Science, Business Finance
ISS Institutional Shareholder Services May 2014 - Present
MSCI Inc. November 2012 - November 2014
Oppenheimer & Co. September 2008 - November 2012
Oppenheimer & Co. 2008 - 2010
Skills
Mergers & Acquisitions, Hedge Funds, Corporate Governance, Equities, Capital Markets, Entrepreneurship, Real Estate, Small Business
Education
University of San Francisco
Bachelors of Science, Business Finance
Chin-Yew Chew Chin-Yew Chew's ISS Institutional Shareholder Services Experience June 2013 - March 2015
Job Sales at H.U.M.A.N. (Helping Unite Mankind And Nutrition)
Industry Financial Services
Experience
H.U.M.A.N. (Helping Unite Mankind And Nutrition) May 2015 - Present
ISS Institutional Shareholder Services June 2013 - March 2015
JPMorgan Chase March 2013 - June 2013
Enterprise Rent-A-Car November 2012 - March 2013
University of Oklahoma August 2009 - May 2012
Ted's Cafe Escondito August 2008 - August 2011
Skills
Leadership, Teamwork, Motivation, Microsoft Office, Loyal, Innovation, Customer Service, Time Management
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), International Area Studies
H.U.M.A.N. (Helping Unite Mankind And Nutrition) May 2015 - Present
ISS Institutional Shareholder Services June 2013 - March 2015
JPMorgan Chase March 2013 - June 2013
Enterprise Rent-A-Car November 2012 - March 2013
University of Oklahoma August 2009 - May 2012
Ted's Cafe Escondito August 2008 - August 2011
Skills
Leadership, Teamwork, Motivation, Microsoft Office, Loyal, Innovation, Customer Service, Time Management
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts (B.A.), International Area Studies
Marcus Relthford Marcus Relthford's ISS Institutional Shareholder Services Experience 2010 - 2012
Job Director, North America at Frontier Strategy Group
Industry Financial Services
Experience
Frontier Strategy Group March 2015 - Present
FNEX January 2014 - February 2015
ISS Institutional Shareholder Services 2010 - 2012
ISS Institutional Shareholder Services 2008 - 2010
ISS Institutional Shareholder Services 2005 - 2008
Montgomery County Treasurer's Office 2004 - 2004
Scudder Investments, Deutsche Asset Management 2000 - 2002
Scudder Investments 1999 - 2000
Skills
Investments, Portfolio Management, Relationship Management, Risk Management, Asset Managment, Equities, Leadership, Management, Strategy, CRM, Corporate Governance, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Markets, Finance, Financial Modeling, Bloomberg, Financial Services, Fixed Income, Corporate Finance, Alternative Investments, Commodity, Mutual Funds, Derivatives, Valuation, Asset Allocation, Securities, Investment Strategies, Emerging Markets, Sales, Wine, Wine Tasting, Institutional Sales, Salesforce.com, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
London School of Economics and Political Science 1997 — 1998
Master of Science, Economics/European Studies
Wheaton College (MA) 1993 — 1997
Bachelor of Arts (B.A.), Political Science & International Relations
Frontier Strategy Group March 2015 - Present
FNEX January 2014 - February 2015
ISS Institutional Shareholder Services 2010 - 2012
ISS Institutional Shareholder Services 2008 - 2010
ISS Institutional Shareholder Services 2005 - 2008
Montgomery County Treasurer's Office 2004 - 2004
Scudder Investments, Deutsche Asset Management 2000 - 2002
Scudder Investments 1999 - 2000
Skills
Investments, Portfolio Management, Relationship Management, Risk Management, Asset Managment, Equities, Leadership, Management, Strategy, CRM, Corporate Governance, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Markets, Finance, Financial Modeling, Bloomberg, Financial Services, Fixed Income, Corporate Finance, Alternative Investments, Commodity, Mutual Funds, Derivatives, Valuation, Asset Allocation, Securities, Investment Strategies, Emerging Markets, Sales, Wine, Wine Tasting, Institutional Sales, Salesforce.com, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
London School of Economics and Political Science 1997 — 1998
Master of Science, Economics/European Studies
Wheaton College (MA) 1993 — 1997
Bachelor of Arts (B.A.), Political Science & International Relations
Kristina Luetkemeyer Kristina Luetkemeyer's ISS Institutional Shareholder Services Experience May 2015 - Present
Job Voting Operations Analyst at ISS | Institutional Shareholder Services
Industry Public Relations and Communications
Experience
ISS Institutional Shareholder Services May 2015 - Present
Dennard ▪ Lascar Associates, LLC May 2014 - August 2014
Three Part Advisors, LLC May 2013 - August 2013
Sooner Sports Pad January 2012 - April 2013
The Azle News May 2012 - August 2012
Skills
News Writing, Media Relations, Public Relations, Newspapers, Photography, Interviews, Sports, Press Releases, Blogging, AP Style, Journalism, Crisis Communications, Feature Articles, Facebook, Cision, Microsoft Office, Public Speaking, Social Networking
Education
University of Oklahoma 2011 — 2015
Public Relations, General Buisness, 3.83
ISS Institutional Shareholder Services May 2015 - Present
Dennard ▪ Lascar Associates, LLC May 2014 - August 2014
Three Part Advisors, LLC May 2013 - August 2013
Sooner Sports Pad January 2012 - April 2013
The Azle News May 2012 - August 2012
Skills
News Writing, Media Relations, Public Relations, Newspapers, Photography, Interviews, Sports, Press Releases, Blogging, AP Style, Journalism, Crisis Communications, Feature Articles, Facebook, Cision, Microsoft Office, Public Speaking, Social Networking
Education
University of Oklahoma 2011 — 2015
Public Relations, General Buisness, 3.83
Matt Ferentinos Matt Ferentinos's ISS Institutional Shareholder Services Experience December 2014 - Present
Job Account Executive at CapitalSource
Industry Banking
Experience
CapitalSource June 2015 - Present
ISS Institutional Shareholder Services December 2014 - Present
Kicks Karate February 2012 - Present
Skills
Public Speaking, Microsoft Office, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Facebook
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2012 — 2014
CapitalSource June 2015 - Present
ISS Institutional Shareholder Services December 2014 - Present
Kicks Karate February 2012 - Present
Skills
Public Speaking, Microsoft Office, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Facebook
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2012 — 2014
Lee Ewing Lee Ewing's ISS Institutional Shareholder Services Experience January 2015 - May 2015
Job Judicial Law Clerk at Circuit Court for Calvert County
Industry Legal Services
Experience
Circuit Court for Calvert County August 2015 - Present
ISS Institutional Shareholder Services January 2015 - May 2015
Oregon Senate Senate February 2014 - March 2014
Vestas August 2013 - December 2013
PacifiCorp May 2013 - August 2013
Maryland Court of Special Appeals June 2012 - August 2012
Center for Progressive Reform June 2012 - August 2012
A & A Tree Experts, Inc. January 2006 - July 2011
Skills
Renewable Energy, Research
Education
University of Oregon School of Law 2011 — 2014
Doctor of Law (J.D.), Green Business Law
University of Maryland - Robert H. Smith School of Business 2000 — 2005
Bachelor of Science (BS), Accounting and Criminal Justice
Circuit Court for Calvert County August 2015 - Present
ISS Institutional Shareholder Services January 2015 - May 2015
Oregon Senate Senate February 2014 - March 2014
Vestas August 2013 - December 2013
PacifiCorp May 2013 - August 2013
Maryland Court of Special Appeals June 2012 - August 2012
Center for Progressive Reform June 2012 - August 2012
A & A Tree Experts, Inc. January 2006 - July 2011
Skills
Renewable Energy, Research
Education
University of Oregon School of Law 2011 — 2014
Doctor of Law (J.D.), Green Business Law
University of Maryland - Robert H. Smith School of Business 2000 — 2005
Bachelor of Science (BS), Accounting and Criminal Justice
Nouman Jan Nouman Jan's ISS Institutional Shareholder Services Experience May 2015 - Present
Job Vice President , Stability and Performance Engineering at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services May 2015 - Present
MSCI Inc. July 2011 - May 2015
MSCI Inc. June 2010 - July 2011
RiskMetrics Group May 2004 - June 2010
Skills
Oracle, Microsoft SQL Server, SQL, Databases, Perl, Software Development, Linux, PL/SQL, Java, Data Modeling, Database Design, Performance Tuning, MySQL, C#, High Performance..., Scrum, Oracle ASM, Windows HPC, Oracle Enterprise..., Team Building, Distributed Applications, Performance Engineering
Education
University of Oklahoma 2002 — 2004
Masters - MSc, Computer Sciences, 3.8
University of Engineering and Technology, Peshawar 1996 — 2000
Bachelors - BSc, Civil Engineering, 4.0
University of Peshawar 1996 — 1998
Bachelors - BA, Law and Political Science
ISS Institutional Shareholder Services May 2015 - Present
MSCI Inc. July 2011 - May 2015
MSCI Inc. June 2010 - July 2011
RiskMetrics Group May 2004 - June 2010
Skills
Oracle, Microsoft SQL Server, SQL, Databases, Perl, Software Development, Linux, PL/SQL, Java, Data Modeling, Database Design, Performance Tuning, MySQL, C#, High Performance..., Scrum, Oracle ASM, Windows HPC, Oracle Enterprise..., Team Building, Distributed Applications, Performance Engineering
Education
University of Oklahoma 2002 — 2004
Masters - MSc, Computer Sciences, 3.8
University of Engineering and Technology, Peshawar 1996 — 2000
Bachelors - BSc, Civil Engineering, 4.0
University of Peshawar 1996 — 1998
Bachelors - BA, Law and Political Science
Julie Sabroff Julie Sabroff's ISS Institutional Shareholder Services Experience 1988 - 1992
Job Vice President at Chartwell Group
Industry Real Estate
Experience
Hanna Commercial Real Estate March 2013 - Present
Ohana Property Group 2008 - Present
National City Bank 2007 - 2008
National City Bank 2004 - 2006
National City Bank 1999 - 2004
National City Bank 1995 - 1999
ISS Institutional Shareholder Services 1988 - 1992
Skills
Equities, Commercial Banking, Capital Markets, Credit, Commercial Lending, Real Estate Economics, Commercial Real Estate, Loans, Investor Relations, Due Diligence, Investments, Disposition, Dispositions
Education
Case Western Reserve University - Weatherhead School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, General
The Ohio State University 1984 — 1988
Bachelor's degree
Hanna Commercial Real Estate March 2013 - Present
Ohana Property Group 2008 - Present
National City Bank 2007 - 2008
National City Bank 2004 - 2006
National City Bank 1999 - 2004
National City Bank 1995 - 1999
ISS Institutional Shareholder Services 1988 - 1992
Skills
Equities, Commercial Banking, Capital Markets, Credit, Commercial Lending, Real Estate Economics, Commercial Real Estate, Loans, Investor Relations, Due Diligence, Investments, Disposition, Dispositions
Education
Case Western Reserve University - Weatherhead School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, General
The Ohio State University 1984 — 1988
Bachelor's degree
Ryan Porter Ryan Porter's ISS Institutional Shareholder Services Experience August 2014 - Present
Job Sales and Business Development at ISS Corporate Solutions
Industry Financial Services
Experience
ISS Institutional Shareholder Services August 2014 - Present
Vocus January 2013 - August 2014
CARCHEX February 2004 - December 2012
Skills
Sales, marketing, Team Building, Time Management, Consultative Selling..., Motivation, Vocus, Lead Generation, Marketing, Sales Operations, Account Management, Sales Management, Cold Calling, Sales Presentations, Customer Satisfaction, Negotiation, Online Advertising
Education
University of Arizona 1998 — 2001
Bachelor's degree, Media Arts
ISS Institutional Shareholder Services August 2014 - Present
Vocus January 2013 - August 2014
CARCHEX February 2004 - December 2012
Skills
Sales, marketing, Team Building, Time Management, Consultative Selling..., Motivation, Vocus, Lead Generation, Marketing, Sales Operations, Account Management, Sales Management, Cold Calling, Sales Presentations, Customer Satisfaction, Negotiation, Online Advertising
Education
University of Arizona 1998 — 2001
Bachelor's degree, Media Arts
Lili Mehta Lili Mehta's ISS Institutional Shareholder Services Experience 2003 - Present
Job B2B Marketing & Product Executive
Industry Financial Services
Experience
ISS Institutional Shareholder Services 2003 - Present
WealthEngine October 2009 - December 2012
Digex 1999 - 2001
RTKL 1997 - 1999
Education
The George Washington University - School of Business 1996 — 1998
MBA, Marketing
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Interior Design
ISS Institutional Shareholder Services 2003 - Present
WealthEngine October 2009 - December 2012
Digex 1999 - 2001
RTKL 1997 - 1999
Education
The George Washington University - School of Business 1996 — 1998
MBA, Marketing
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Interior Design
Gary Retelny Gary Retelny's ISS Institutional Shareholder Services Experience 2011 - Present
Job President and CEO at Institutional Shareholder Services, Inc. (ISS)
Industry Financial Services
Experience
ISS Institutional Shareholder Services 2011 - Present
MSCI Inc. December 2003 - April 2014
Skills
Corporate Governance, Mergers & Acquisitions, Private Equity
Education
Stanford University 1981 — 1983
Master of Business Administration (MBA)
Stanford University 1979 — 1980
Master's degree, Civil Engineering
Stanford University 1976 — 1980
Bachelor of Science (BS), Civil Engineering
ISS Institutional Shareholder Services 2011 - Present
MSCI Inc. December 2003 - April 2014
Skills
Corporate Governance, Mergers & Acquisitions, Private Equity
Education
Stanford University 1981 — 1983
Master of Business Administration (MBA)
Stanford University 1979 — 1980
Master's degree, Civil Engineering
Stanford University 1976 — 1980
Bachelor of Science (BS), Civil Engineering
Justin Levis Justin Levis's ISS Institutional Shareholder Services Experience January 2012 - March 2014
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA March 2014 - Present
ISS Institutional Shareholder Services January 2012 - March 2014
E. Diane Champé Institute March 2010 - February 2012
MyLocalFace Inc. July 2011 - December 2011
Council of Institutional Investors August 2004 - July 2011
Education
The George Washington University - School of Business 2007 — 2010
MBA
University of Maryland College Park 2001 — 2004
Bachelor of Science, Business Logistics
FINRA March 2014 - Present
ISS Institutional Shareholder Services January 2012 - March 2014
E. Diane Champé Institute March 2010 - February 2012
MyLocalFace Inc. July 2011 - December 2011
Council of Institutional Investors August 2004 - July 2011
Education
The George Washington University - School of Business 2007 — 2010
MBA
University of Maryland College Park 2001 — 2004
Bachelor of Science, Business Logistics
Jonathan Schwebel Jonathan Schwebel's ISS Institutional Shareholder Services Experience December 2014 - Present
Job Transforming the way companies navigate the challenges and expectations of executive compensation and governance
Industry Financial Services
Experience
ISS Institutional Shareholder Services December 2014 - Present
Early Bird Capital April 2014 - December 2014
Bloomberg LP March 2013 - April 2014
Minds Matter 2011 - 2014
Bloomberg LP June 2012 - March 2013
Bloomberg LP October 2011 - June 2012
Hire Disabillity Solutions August 2010 - August 2011
The World of Golf January 2007 - August 2010
Bovis Lend Lease May 2008 - August 2008
Skills
Bloomberg Terminal, Customer Service, Financial Markets, Social Media, Research, Microsoft Office, Public Speaking, PowerPoint, Equities, Data Analysis, Strategic Planning, Sales, Leadership, Emerging Markets, Financial Analysis, Private Equity, Mutual Funds, Technical Analysis, International Economics, Foreign Policy, Middle Eastern Studies, Negotiation, Recruiting, CRM, Risk Management, Training, Microsoft Excel, Financial Modeling, Equity Derivatives, Bonds, Asset Management, Fundraising, Non-profit Program..., Bloomberg, Management, Analysis, Finance, Account Management, Marketing, Derivatives, Lead Generation, Project Management
Education
Syracuse University- Maxwell School of Citizenship and Public Affairs 2006 — 2010
B.A, History, Political Science
Universitat de Barcelona 2009 — 2009
Political Science
Horace Greeley High School 2002 — 2006
ISS Institutional Shareholder Services December 2014 - Present
Early Bird Capital April 2014 - December 2014
Bloomberg LP March 2013 - April 2014
Minds Matter 2011 - 2014
Bloomberg LP June 2012 - March 2013
Bloomberg LP October 2011 - June 2012
Hire Disabillity Solutions August 2010 - August 2011
The World of Golf January 2007 - August 2010
Bovis Lend Lease May 2008 - August 2008
Skills
Bloomberg Terminal, Customer Service, Financial Markets, Social Media, Research, Microsoft Office, Public Speaking, PowerPoint, Equities, Data Analysis, Strategic Planning, Sales, Leadership, Emerging Markets, Financial Analysis, Private Equity, Mutual Funds, Technical Analysis, International Economics, Foreign Policy, Middle Eastern Studies, Negotiation, Recruiting, CRM, Risk Management, Training, Microsoft Excel, Financial Modeling, Equity Derivatives, Bonds, Asset Management, Fundraising, Non-profit Program..., Bloomberg, Management, Analysis, Finance, Account Management, Marketing, Derivatives, Lead Generation, Project Management
Education
Syracuse University- Maxwell School of Citizenship and Public Affairs 2006 — 2010
B.A, History, Political Science
Universitat de Barcelona 2009 — 2009
Political Science
Horace Greeley High School 2002 — 2006
Brandon Koehler's ISS Institutional Shareholder Services Experience August 2007 - April 2009
Job Financial Services People Leader
Industry Financial Services
Experience
EZShield Fraud Protection September 2015 - Present
PayPal April 2009 - February 2015
ISS Institutional Shareholder Services August 2007 - April 2009
Bank of America May 2001 - August 2007
Skills
Microsoft Word, Microsoft Excel, Management, Microsoft Office, Call Centers, Operations Management, Coaching, Customer Service..., Financial Services, Credit Cards, People Management, Sales
Education
Susquehanna University 1989 — 1993
Bachelor's degree, History
EZShield Fraud Protection September 2015 - Present
PayPal April 2009 - February 2015
ISS Institutional Shareholder Services August 2007 - April 2009
Bank of America May 2001 - August 2007
Skills
Microsoft Word, Microsoft Excel, Management, Microsoft Office, Call Centers, Operations Management, Coaching, Customer Service..., Financial Services, Credit Cards, People Management, Sales
Education
Susquehanna University 1989 — 1993
Bachelor's degree, History
Steve Silberglied MBA, CCP, SPHR's ISS Institutional Shareholder Services Experience February 2014 - Present
Job VP/Sr. Executive Compensation Assoicate at Institutional Shareholder Services
Industry Human Resources
Experience
ISS Institutional Shareholder Services February 2014 - Present
Public Company Accounting Oversight Board January 2011 - February 2014
Sodexo 2004 - December 2010
Northrop Grumman 2000 - 2004
TASC 2000 - 2002
MITRE 1999 - 2001
Stone & Webster 1997 - 1999
Bureau of Labor Statistics 1992 - 1997
Skills
CCP, SPHR, Human Resources, Strategic HR, HR Strategy, HR Policies, Talent Management, Performance Management, Legal Compliance, Employment Law, Compensation, Total Rewards, Incentive Programs, Job Descriptions, Equity Compensation, Executive Compensation, HRIS, Payroll, PeopleSoft, ADP, Project Management, Deferred Compensation
Education
University of Massachusetts Boston 1994 — 1997
MBA
University at Albany, SUNY 1985 — 1989
BA
High School 1981 — 1985
ISS Institutional Shareholder Services February 2014 - Present
Public Company Accounting Oversight Board January 2011 - February 2014
Sodexo 2004 - December 2010
Northrop Grumman 2000 - 2004
TASC 2000 - 2002
MITRE 1999 - 2001
Stone & Webster 1997 - 1999
Bureau of Labor Statistics 1992 - 1997
Skills
CCP, SPHR, Human Resources, Strategic HR, HR Strategy, HR Policies, Talent Management, Performance Management, Legal Compliance, Employment Law, Compensation, Total Rewards, Incentive Programs, Job Descriptions, Equity Compensation, Executive Compensation, HRIS, Payroll, PeopleSoft, ADP, Project Management, Deferred Compensation
Education
University of Massachusetts Boston 1994 — 1997
MBA
University at Albany, SUNY 1985 — 1989
BA
High School 1981 — 1985
Subodh Mishra's ISS Institutional Shareholder Services Experience October 2013 - Present
Job Executive Director at Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services October 2013 - Present
ISS Institutional Shareholder Services January 2011 - September 2013
RiskMetrics Group 2007 - February 2011
ISS Institutional Shareholder Services 2005 - 2007
Investor Responsibility Research Center 2003 - 2005
Investor Responsibility Research Center February 1998 - 2003
Skills
Governance, Management, Corporate Social..., Analysis, Corporate Governance, Investor Relations, Research, Risk Management, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Securities, Strategy, Emerging Markets
Education
University of Maryland College Park 2003 — 2004
Master's
University of Vermont 1991 — 1996
Bachelor's
ISS Institutional Shareholder Services October 2013 - Present
ISS Institutional Shareholder Services January 2011 - September 2013
RiskMetrics Group 2007 - February 2011
ISS Institutional Shareholder Services 2005 - 2007
Investor Responsibility Research Center 2003 - 2005
Investor Responsibility Research Center February 1998 - 2003
Skills
Governance, Management, Corporate Social..., Analysis, Corporate Governance, Investor Relations, Research, Risk Management, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Securities, Strategy, Emerging Markets
Education
University of Maryland College Park 2003 — 2004
Master's
University of Vermont 1991 — 1996
Bachelor's
Solomon Luke's ISS Institutional Shareholder Services Experience June 1998 - 2011
Job IT Program Manager at FEMA
Industry Information Technology and Services
Experience
FEMA June 2014 - Present
Booz Allen Hamilton August 2011 - March 2014
ISS Institutional Shareholder Services June 1998 - 2011
Skills
Corporate Governance, Data Analysis, Process Improvement, Business Analysis, Project Management, Leadership, Governance, Management Consulting, Risk Management, Program Management, Access, Analysis, Change Management, Financial Analysis, Competitive Analysis, Business Strategy, Strategy, SQL, Financial Modeling
Education
University of Maryland University College 2003 — 2006
FEMA June 2014 - Present
Booz Allen Hamilton August 2011 - March 2014
ISS Institutional Shareholder Services June 1998 - 2011
Skills
Corporate Governance, Data Analysis, Process Improvement, Business Analysis, Project Management, Leadership, Governance, Management Consulting, Risk Management, Program Management, Access, Analysis, Change Management, Financial Analysis, Competitive Analysis, Business Strategy, Strategy, SQL, Financial Modeling
Education
University of Maryland University College 2003 — 2006
Brian Epstein's ISS Institutional Shareholder Services Experience April 2009 - March 2011
Job Director, Compensation at W.R. Grace
Industry Chemicals
Experience
W.R. Grace April 2014 - Present
W.R. Grace March 2011 - March 2014
ISS Institutional Shareholder Services April 2009 - March 2011
Host Hotels & Resorts May 2008 - April 2009
ISS Institutional Shareholder Services June 2007 - May 2008
ISS Institutional Shareholder Services May 2005 - May 2007
NASDAQ August 2001 - May 2005
NASD January 2000 - August 2001
NASD (now FINRA - Financial Investment Regulatory Authority) 2000 - 2001
Lockheed Martin September 1995 - January 2000
Skills
Performance Management, Human Resources, Market Pricing, Executive Pay, HRIS, Deferred Compensation, Talent Management, Mergers, Employee Relations, Employee Benefits, Talent Acquisition, Onboarding, Benefits Administration, Succession Planning, Process Improvement
Education
The Johns Hopkins University 1997 — 2001
MS, Applied Behavioral Science
University of Maryland College Park 1991 — 1995
BS, Business/Human Resources
W.R. Grace April 2014 - Present
W.R. Grace March 2011 - March 2014
ISS Institutional Shareholder Services April 2009 - March 2011
Host Hotels & Resorts May 2008 - April 2009
ISS Institutional Shareholder Services June 2007 - May 2008
ISS Institutional Shareholder Services May 2005 - May 2007
NASDAQ August 2001 - May 2005
NASD January 2000 - August 2001
NASD (now FINRA - Financial Investment Regulatory Authority) 2000 - 2001
Lockheed Martin September 1995 - January 2000
Skills
Performance Management, Human Resources, Market Pricing, Executive Pay, HRIS, Deferred Compensation, Talent Management, Mergers, Employee Relations, Employee Benefits, Talent Acquisition, Onboarding, Benefits Administration, Succession Planning, Process Improvement
Education
The Johns Hopkins University 1997 — 2001
MS, Applied Behavioral Science
University of Maryland College Park 1991 — 1995
BS, Business/Human Resources
Robert Stead's ISS Institutional Shareholder Services Experience October 2006 - June 2013
Job Consultant Finance, Corporate Governance, Executive Compensation
Industry Financial Services
Experience
ISS Institutional Shareholder Services October 2006 - June 2013
The Washington Post August 2005 - April 2006
Clean Technologies International February 2002 - August 2005
Superwire Inc March 1999 - September 2002
WinStar Communications 1992 - 1999
Geldermann Securities 1989 - 1992
Skills
Corporate Governance, Mergers, Investor Relations, Equities, Strategy, Investments, Capital Markets, Business Strategy, Risk Management, Strategic Planning, Securities, Due Diligence, Management, Hedge Funds, IPO, Mergers & Acquisitions, Governance, Asset Management, Business Planning, Corporate Finance, Private Equity, Executive Management
Education
University of Miami - School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Accounting
ISS Institutional Shareholder Services October 2006 - June 2013
The Washington Post August 2005 - April 2006
Clean Technologies International February 2002 - August 2005
Superwire Inc March 1999 - September 2002
WinStar Communications 1992 - 1999
Geldermann Securities 1989 - 1992
Skills
Corporate Governance, Mergers, Investor Relations, Equities, Strategy, Investments, Capital Markets, Business Strategy, Risk Management, Strategic Planning, Securities, Due Diligence, Management, Hedge Funds, IPO, Mergers & Acquisitions, Governance, Asset Management, Business Planning, Corporate Finance, Private Equity, Executive Management
Education
University of Miami - School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Accounting
Alex Gallimore's ISS Institutional Shareholder Services Experience July 2005 - December 2007
Job Senior Associate at ISS
Industry Financial Services
Experience
Institutional Shareholder Services an MSCI brand January 2008 - Present
ISS Institutional Shareholder Services July 2005 - December 2007
IRRC, Investor Responsibility Research Center August 1999 - July 2005
Skills
Corporate Social..., Research, Policy, Sustainability, Environmental Awareness, Climate Change, Analysis, Project Management, Stakeholder Engagement, Data Analysis
Education
University of Wyoming 1995 — 1998
Master of Science (M.S.), Recreation
Mary Washington College 1988 — 1993
Bachelor's degree, Geography and Sociology
Institutional Shareholder Services an MSCI brand January 2008 - Present
ISS Institutional Shareholder Services July 2005 - December 2007
IRRC, Investor Responsibility Research Center August 1999 - July 2005
Skills
Corporate Social..., Research, Policy, Sustainability, Environmental Awareness, Climate Change, Analysis, Project Management, Stakeholder Engagement, Data Analysis
Education
University of Wyoming 1995 — 1998
Master of Science (M.S.), Recreation
Mary Washington College 1988 — 1993
Bachelor's degree, Geography and Sociology
Simon Penning's ISS Institutional Shareholder Services Experience January 2015 - Present
Job Environmental, Social and Governance Analyst at ISS | Institutional Shareholder Services
Industry Legal Services
Experience
ISS Institutional Shareholder Services January 2015 - Present
US Environmental Protection Agency (EPA) January 2014 - May 2014
Landlord Tenant Clinic August 2013 - December 2013
American Chemistry Council September 2012 - August 2013
Baltimore City Circuit Court January 2013 - May 2013
Skills
Legal Writing, Research, Policy Analysis, Legal Research, Politics, Nonprofits, Public Policy, Mediation, Editing, Environmental Issues, Public Speaking, Westlaw, Environmental Law, Microsoft Excel, Social Media
Education
Friends School of Baltimore
University of Maryland Francis King Carey School of Law 2011 — 2014
Doctor of Law (J.D.), Environmental Law
Tufts University 2006 — 2010
Economics, Enviromental Studies
ISS Institutional Shareholder Services January 2015 - Present
US Environmental Protection Agency (EPA) January 2014 - May 2014
Landlord Tenant Clinic August 2013 - December 2013
American Chemistry Council September 2012 - August 2013
Baltimore City Circuit Court January 2013 - May 2013
Skills
Legal Writing, Research, Policy Analysis, Legal Research, Politics, Nonprofits, Public Policy, Mediation, Editing, Environmental Issues, Public Speaking, Westlaw, Environmental Law, Microsoft Excel, Social Media
Education
Friends School of Baltimore
University of Maryland Francis King Carey School of Law 2011 — 2014
Doctor of Law (J.D.), Environmental Law
Tufts University 2006 — 2010
Economics, Enviromental Studies
Brian Bueno's ISS Institutional Shareholder Services Experience June 2015 - Present
Job Product Manager at ISS
Industry Financial Services
Experience
ISS Institutional Shareholder Services June 2015 - Present
Farient Advisors LLC August 2012 - June 2015
IBISWorld August 2010 - August 2012
USC Information Technology Services, Business Operations January 2010 - May 2010
Leavey Library, USC August 2006 - May 2010
Jones Lang LaSalle June 2009 - August 2009
Casden Real Estate Economics Forecast July 2008 - May 2009
Pizza Hut September 2005 - August 2006
Skills
Forecasting, Analysis, Media Relations, Marketing, Business Development, Research, Press Releases, Market Research, Financial Analysis, Data Analysis, Advertising, Competitive Analysis, Financial Modeling, Market Analysis, Microsoft Excel, Business Strategy, Strategic Planning, PowerPoint, Economics, Strategy, Valuation, Marketing Strategy, Program Management, Project Management, Access, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science, Business Administration, Communication Design
Università Commerciale 'Luigi Bocconi' 2009 — 2009
International Exchange Program, Business Administration
ISS Institutional Shareholder Services June 2015 - Present
Farient Advisors LLC August 2012 - June 2015
IBISWorld August 2010 - August 2012
USC Information Technology Services, Business Operations January 2010 - May 2010
Leavey Library, USC August 2006 - May 2010
Jones Lang LaSalle June 2009 - August 2009
Casden Real Estate Economics Forecast July 2008 - May 2009
Pizza Hut September 2005 - August 2006
Skills
Forecasting, Analysis, Media Relations, Marketing, Business Development, Research, Press Releases, Market Research, Financial Analysis, Data Analysis, Advertising, Competitive Analysis, Financial Modeling, Market Analysis, Microsoft Excel, Business Strategy, Strategic Planning, PowerPoint, Economics, Strategy, Valuation, Marketing Strategy, Program Management, Project Management, Access, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science, Business Administration, Communication Design
Università Commerciale 'Luigi Bocconi' 2009 — 2009
International Exchange Program, Business Administration
Victor Shengjun Li, MFin, CFA, HRCCC's ISS Institutional Shareholder Services Experience January 2007 - January 2011
Job Vice President, Governance Advisory & Proxy Analytics at Kingsdale Shareholder Services, an MDC Partners Company
Industry Financial Services
Experience
Kingsdale Shareholder Services November 2013 - Present
Kingsdale Shareholder Services February 2011 - November 2013
ISS Institutional Shareholder Services January 2007 - January 2011
TD Bank Financial Group September 2006 - January 2007
TIMC Investments May 1999 - March 2004
Skills
Financial Analysis, ISS Advisory on M&A and..., Corporate Governance..., Capital Markets, Equity Research, Valuation, Corporate Governance, Executive Pay, Mergers & Acquisitions, Investment Banking
Education
The Directors College 2014 — 2014
H.R.C.C.C
CFA Institute 2004 — 2006
CFA Charter
Tsinghua University 1996 — 1999
Master of Laws, Civil and Commercial Law
University of Toronto - Rotman School of Management 2007 — 2009
Master of Finance, Finance
Tsinghua University 1991 — 1996
Bachelor, Engineering and Economics (dual bachelors)
Kingsdale Shareholder Services November 2013 - Present
Kingsdale Shareholder Services February 2011 - November 2013
ISS Institutional Shareholder Services January 2007 - January 2011
TD Bank Financial Group September 2006 - January 2007
TIMC Investments May 1999 - March 2004
Skills
Financial Analysis, ISS Advisory on M&A and..., Corporate Governance..., Capital Markets, Equity Research, Valuation, Corporate Governance, Executive Pay, Mergers & Acquisitions, Investment Banking
Education
The Directors College 2014 — 2014
H.R.C.C.C
CFA Institute 2004 — 2006
CFA Charter
Tsinghua University 1996 — 1999
Master of Laws, Civil and Commercial Law
University of Toronto - Rotman School of Management 2007 — 2009
Master of Finance, Finance
Tsinghua University 1991 — 1996
Bachelor, Engineering and Economics (dual bachelors)
Rohan Deshmukh's ISS Institutional Shareholder Services Experience May 2014 - Present
Job Senior Associate at ISS | Institutional Shareholder Services
Industry Information Technology and Services
Experience
ISS Institutional Shareholder Services May 2014 - Present
MSCI Inc. August 2011 - April 2014
Cognizant Technology Solutions December 2010 - July 2011
Ness Technologies January 2009 - December 2010
Patni Computer Systems January 2006 - January 2009
Skills
PL/SQL, Oracle SQL, Data Modeling, Database Design, Oracle Enterprise..., Web Services, Oracle, SOA, Data Warehousing, Unix, Unix Shell Scripting, SDLC
Education
University of Mumbai 2001 — 2005
B.E., Computer Engg
ISS Institutional Shareholder Services May 2014 - Present
MSCI Inc. August 2011 - April 2014
Cognizant Technology Solutions December 2010 - July 2011
Ness Technologies January 2009 - December 2010
Patni Computer Systems January 2006 - January 2009
Skills
PL/SQL, Oracle SQL, Data Modeling, Database Design, Oracle Enterprise..., Web Services, Oracle, SOA, Data Warehousing, Unix, Unix Shell Scripting, SDLC
Education
University of Mumbai 2001 — 2005
B.E., Computer Engg
Charine Adams's ISS Institutional Shareholder Services Experience August 2010 - Present
Job HR Generalist
Industry Financial Services
Experience
ISS Institutional Shareholder Services August 2010 - Present
RiskMetrics Group June 2005 - August 2010
Investor Responsibility Research Center (IRRC) March 1986 - June 2005
Arthur Andersen & Co. 1984 - 1986
Skills
Employee Benefits, Onboarding, Employee Engagement, HRIS, Management, Performance Management, Human Resources, Talent Acquisition, Process Improvement, Coaching, Change Management, Talent Management, Recruiting, Succession Planning, Strategic Planning, Personnel Management, Employee Relations
Education
University of Maryland College Park
ISS Institutional Shareholder Services August 2010 - Present
RiskMetrics Group June 2005 - August 2010
Investor Responsibility Research Center (IRRC) March 1986 - June 2005
Arthur Andersen & Co. 1984 - 1986
Skills
Employee Benefits, Onboarding, Employee Engagement, HRIS, Management, Performance Management, Human Resources, Talent Acquisition, Process Improvement, Coaching, Change Management, Talent Management, Recruiting, Succession Planning, Strategic Planning, Personnel Management, Employee Relations
Education
University of Maryland College Park
Qin Tuminelli's ISS Institutional Shareholder Services Experience April 2006 - February 2011
Job Contested situations at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2011 - Present
ISS Institutional Shareholder Services April 2006 - February 2011
Capital One June 2000 - April 2006
Skills
Equities, Capital Markets, Valuation, Investment Banking, Banking, Portfolio Management, Hedge Funds, Shareholder Activism
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
Master of Business Administration (MBA)
Tongji University 1988 — 1994
Bachelor of Science (BS)
Credit Suisse July 2011 - Present
ISS Institutional Shareholder Services April 2006 - February 2011
Capital One June 2000 - April 2006
Skills
Equities, Capital Markets, Valuation, Investment Banking, Banking, Portfolio Management, Hedge Funds, Shareholder Activism
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
Master of Business Administration (MBA)
Tongji University 1988 — 1994
Bachelor of Science (BS)
Jacob Farris's ISS Institutional Shareholder Services Experience June 2014 - Present
Job SCAS Analyst at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services June 2014 - Present
MSCI Inc. March 2013 - June 2014
Skills
Economics, Finance, Analysis, Microsoft Excel, Securities, Client Services
Education
University of Oklahoma - Price College of Business 2008 — 2014
Bachelor of Business Administration (BBA), International Business and Finance
ISS Institutional Shareholder Services June 2014 - Present
MSCI Inc. March 2013 - June 2014
Skills
Economics, Finance, Analysis, Microsoft Excel, Securities, Client Services
Education
University of Oklahoma - Price College of Business 2008 — 2014
Bachelor of Business Administration (BBA), International Business and Finance
Henderson Global Investors
Institutional Shareholder Services
Long-Term Capital Management
ESL Investments
Allied Minds
Allied Minds, Inc.
Khazanah Nasional