Legg Mason
Industry: Investment management company
DescriptionLegg Mason is an American investment management firm with a focus on asset management and serves customers worldwide. Legg Mason offers products in equities and fixed income, as well as domestic and international liquidity management and alternative investments. Assets under management: 747.2 billion USD (as of 31 May 2018) Headquarters: Baltimore, Maryland, United States CEO: Joseph A Sullivan (13 Feb 2013–) Subsidiaries: Western Asset Management Company,
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Legg Mason Employees
Employee
Years
Job
Industry
Kali Biagioli Kali Biagioli's Legg Mason Experience February 2004 - February 2009
Job Sr Auditor Ofc of the Inspector General, Social Security Administration
Industry Accounting
Experience
Social Security Administration March 2009 - Present
Legg Mason February 2004 - February 2009
PriceWaterhouse Coopers February 1998 - February 2004
Skills
Financial Reporting, Accounting, Analysis, Auditing, Internal Controls, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Variance Analysis, Cost Accounting, Financial Analysis, CPA, External Audit
Education
American University
Bachelor of Arts (B.A.), International Relations and Affairs
Social Security Administration March 2009 - Present
Legg Mason February 2004 - February 2009
PriceWaterhouse Coopers February 1998 - February 2004
Skills
Financial Reporting, Accounting, Analysis, Auditing, Internal Controls, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Variance Analysis, Cost Accounting, Financial Analysis, CPA, External Audit
Education
American University
Bachelor of Arts (B.A.), International Relations and Affairs
Hadiyah Najeeullah Hadiyah Najeeullah's Legg Mason Experience April 2009 - September 2010
Job Design Professional
Industry Design
Experience
Rocawear 2011 - 2011
Legg Mason April 2009 - September 2010
Skills
PowerPoint, Time Management, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Event Planning, Microsoft Word, Outlook, Leadership, Sales
Education
Berkeley College 2009 — 2011
B.B.A, Fashion Marketing Management
Borough of Manhattan Community College 1998 — 2001
A.A, Business Administration
Rocawear 2011 - 2011
Legg Mason April 2009 - September 2010
Skills
PowerPoint, Time Management, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Event Planning, Microsoft Word, Outlook, Leadership, Sales
Education
Berkeley College 2009 — 2011
B.B.A, Fashion Marketing Management
Borough of Manhattan Community College 1998 — 2001
A.A, Business Administration
Brian J. Roach Brian J. Roach's Legg Mason Experience January 1993 - January 1995
Job Portfolio Manager Parker Street Capital Management
Industry Financial Services
Experience
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
David Pruden David Pruden's Legg Mason Experience September 1998 - June 2003
Job BI Engineer at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists February 2014 - Present
Glass, Lewis & Co. January 2012 - February 2014
San Francisco Museum of Modern Art March 2008 - January 2012
Office of the Vermont State Treasurer May 2006 - March 2008
Polk Audio July 2004 - May 2006
Legg Mason September 1998 - June 2003
Skills
Databases, SQL, Microsoft SQL Server, T-SQL, SSIS, SSRS, SSAS 2008, Data Warehousing, Business Intelligence, Agile Methodologies, Visual Studio, Integration, SDLC, Analysis, Strategic Planning, Web Development, HTML, ASP.NET, IIS, JavaScript, SharePoint, Microsoft Excel, Project Management, Software Development, Visio, Windows Server, TFS, Business Analysis, Programming, Neo4j, Machine Learning, Management, Tortoise SVN, RedGate
Education
Towson University 2003 — 2005
MS, Applied Information Technology
State University of New York College at Brockport 1989 — 1991
Master of Fine Arts (MFA), Photography, 4.0
Alfred University 1984 — 1989
Bachelor of Fine Arts (BFA), Photography, 3.62
Rodan + Fields Dermatologists February 2014 - Present
Glass, Lewis & Co. January 2012 - February 2014
San Francisco Museum of Modern Art March 2008 - January 2012
Office of the Vermont State Treasurer May 2006 - March 2008
Polk Audio July 2004 - May 2006
Legg Mason September 1998 - June 2003
Skills
Databases, SQL, Microsoft SQL Server, T-SQL, SSIS, SSRS, SSAS 2008, Data Warehousing, Business Intelligence, Agile Methodologies, Visual Studio, Integration, SDLC, Analysis, Strategic Planning, Web Development, HTML, ASP.NET, IIS, JavaScript, SharePoint, Microsoft Excel, Project Management, Software Development, Visio, Windows Server, TFS, Business Analysis, Programming, Neo4j, Machine Learning, Management, Tortoise SVN, RedGate
Education
Towson University 2003 — 2005
MS, Applied Information Technology
State University of New York College at Brockport 1989 — 1991
Master of Fine Arts (MFA), Photography, 4.0
Alfred University 1984 — 1989
Bachelor of Fine Arts (BFA), Photography, 3.62
Eli Hassid Eli Hassid's Legg Mason Experience June 2005 - March 2006
Job Investment Analyst at Lockheed Martin Investment Management Company
Industry Financial Services
Experience
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Istiac Ahmed's Legg Mason Experience July 2007 - August 2007
Job Ask About Me
Industry Marketing and Advertising
Experience
IgnitionOne November 2014 - Present
Netmining September 2014 - November 2014
Netmining June 2014 - September 2014
JPMorgan Chase July 2011 - December 2012
Macy's March 2011 - July 2011
Forever 21 February 2009 - December 2010
Legg Mason July 2007 - August 2007
Skills
Sales, Management, Marketing, Banking, Customer Service, Finance, Retail, Data Entry, Microsoft Excel, Teamwork, Advertising, PowerPoint, Microsoft Word, Product Development, Customer Experience, Real Estate, Integration, Cash Flow, Account Management, Leadership, Sales Management, Marketing Strategy, Business Development, Market Research, Microsoft Office, Financial Analysis, Social Media Marketing, Social Media, Marketing Communications, Time Management, Customer Satisfaction, CRM, B2B Marketing, B2C marketing, Music Production, Graphic Design, Lyricist
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor's degree, Marketing/Marketing Management, General
IgnitionOne November 2014 - Present
Netmining September 2014 - November 2014
Netmining June 2014 - September 2014
JPMorgan Chase July 2011 - December 2012
Macy's March 2011 - July 2011
Forever 21 February 2009 - December 2010
Legg Mason July 2007 - August 2007
Skills
Sales, Management, Marketing, Banking, Customer Service, Finance, Retail, Data Entry, Microsoft Excel, Teamwork, Advertising, PowerPoint, Microsoft Word, Product Development, Customer Experience, Real Estate, Integration, Cash Flow, Account Management, Leadership, Sales Management, Marketing Strategy, Business Development, Market Research, Microsoft Office, Financial Analysis, Social Media Marketing, Social Media, Marketing Communications, Time Management, Customer Satisfaction, CRM, B2B Marketing, B2C marketing, Music Production, Graphic Design, Lyricist
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor's degree, Marketing/Marketing Management, General
Glenn Guard, CFA's Legg Mason Experience December 1998 - March 2005
Job Vice President, Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC November 2014 - Present
Campbell Wealth Management March 2012 - October 2014
Palladium Registered Investment Advisors January 2011 - January 2012
Chase Investment Counsel November 2009 - December 2010
Davidson & Garrard July 2005 - November 2009
Legg Mason December 1998 - March 2005
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Equities, Fixed Income, Investment Advisory, Asset Managment, Wealth Management..., Wealth Management, Financial Analysis, Financial Modeling, Equity Derivatives, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Management Consulting, Investor Relations, Investment Banking, Financial Markets, IPO, Due Diligence, Trading, Strategic Financial..., Investment Properties, Finance, Investment Management, Management, Managerial Finance, Fixed Income Analysis, Hedge Funds, Asset Management, Media Relations, M&A experience, Derivatives, Bloomberg, Financial Services, Series 63, Wealth, Valuation, Series 7, Mergers, Capital Markets, Financial Planning, Financial Management, Fixed Income Research, People Management, M&A due diligence, Real Estate Investment
Education
American University
B.S.B.A, International Finance
The Johns Hopkins University - Carey Business School
MBA, Finance
PNC November 2014 - Present
Campbell Wealth Management March 2012 - October 2014
Palladium Registered Investment Advisors January 2011 - January 2012
Chase Investment Counsel November 2009 - December 2010
Davidson & Garrard July 2005 - November 2009
Legg Mason December 1998 - March 2005
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Equities, Fixed Income, Investment Advisory, Asset Managment, Wealth Management..., Wealth Management, Financial Analysis, Financial Modeling, Equity Derivatives, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Management Consulting, Investor Relations, Investment Banking, Financial Markets, IPO, Due Diligence, Trading, Strategic Financial..., Investment Properties, Finance, Investment Management, Management, Managerial Finance, Fixed Income Analysis, Hedge Funds, Asset Management, Media Relations, M&A experience, Derivatives, Bloomberg, Financial Services, Series 63, Wealth, Valuation, Series 7, Mergers, Capital Markets, Financial Planning, Financial Management, Fixed Income Research, People Management, M&A due diligence, Real Estate Investment
Education
American University
B.S.B.A, International Finance
The Johns Hopkins University - Carey Business School
MBA, Finance
Scott Masse's Legg Mason Experience October 1998 - June 2001
Job Owner, MASS eInsurance Agency
Industry Financial Services
Experience
MASS e-Insurance Agency January 2014 - Present
Horace Mann June 2009 - January 2013
Dynamic Natural Resources July 2007 - October 2008
Masse Wealth Management June 2001 - June 2007
Legg Mason October 1998 - June 2001
Smith Barney October 1996 - October 1998
Skills
SEO, Sales, Sales Management, Property & Casualty..., Life Insurance, Commercial Insurance, Oil & Gas Industry, Restaurants, Financial Markets, Financial Services, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Insurance, Wealth Management, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, IRAs, Term Life Insurance, Long-term Care, Series 63, 401k
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken 1988 — 1992
MASS e-Insurance Agency January 2014 - Present
Horace Mann June 2009 - January 2013
Dynamic Natural Resources July 2007 - October 2008
Masse Wealth Management June 2001 - June 2007
Legg Mason October 1998 - June 2001
Smith Barney October 1996 - October 1998
Skills
SEO, Sales, Sales Management, Property & Casualty..., Life Insurance, Commercial Insurance, Oil & Gas Industry, Restaurants, Financial Markets, Financial Services, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Insurance, Wealth Management, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, IRAs, Term Life Insurance, Long-term Care, Series 63, 401k
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken 1988 — 1992
A.J. Alper A.J. Alper's Legg Mason Experience October 2000 - December 2008
Job Frontend Web Developer at American Urological Association
Industry Internet
Experience
American Urological Association September 2013 - Present
New Village Media May 2012 - August 2013
A.J. Alper Design 2009 - May 2012
Legg Mason October 2000 - December 2008
A.J. Alper Design June 1999 - September 2000
Universidad San Francisco de Quito June 1996 - May 1999
Aquent October 1994 - January 1996
Warner Music Group March 1993 - September 1994
Hanover Direct February 1991 - January 1992
Univision December 1989 - December 1990
Skills
Web Design, Graphic Design, Brochures, Photoshop, Illustrator, CSS, HTML, InDesign, Dreamweaver, Illustration, Flash, Corporate Identity, Logo Design, Creative Direction, CMS, Retouching, Wordpress, Web Development, QuarkXPress, JavaScript, jQuery, drupal, Brand Development, Corporate Branding, Brand Messaging, Layout, Interaction Design, WordPress, Adobe Creative Suite, Front-end, HTML5, HTML 5
Education
ArtCenter College of Design 1986 — 1988
BFA, Illustration
University of California, Santa Barbara 1979 — 1983
BS ME, Mechanical Engineering
American Urological Association September 2013 - Present
New Village Media May 2012 - August 2013
A.J. Alper Design 2009 - May 2012
Legg Mason October 2000 - December 2008
A.J. Alper Design June 1999 - September 2000
Universidad San Francisco de Quito June 1996 - May 1999
Aquent October 1994 - January 1996
Warner Music Group March 1993 - September 1994
Hanover Direct February 1991 - January 1992
Univision December 1989 - December 1990
Skills
Web Design, Graphic Design, Brochures, Photoshop, Illustrator, CSS, HTML, InDesign, Dreamweaver, Illustration, Flash, Corporate Identity, Logo Design, Creative Direction, CMS, Retouching, Wordpress, Web Development, QuarkXPress, JavaScript, jQuery, drupal, Brand Development, Corporate Branding, Brand Messaging, Layout, Interaction Design, WordPress, Adobe Creative Suite, Front-end, HTML5, HTML 5
Education
ArtCenter College of Design 1986 — 1988
BFA, Illustration
University of California, Santa Barbara 1979 — 1983
BS ME, Mechanical Engineering
The Sprinter Guy Boston's Legg Mason Experience 1998 - 2000
Job The Sprinter Van Guy at MercedesBenz of Westwood
Industry Automotive
Experience
Mercedes-Benz of Westwood January 2012 - Present
Legg Mason 1998 - 2000
Skills
Fleet, Fleet Management, Fleet Leasing, Fleet Services, Motor Fleet, fleet sales, Mercedes-Benz, Mercedes, mercedes-benz sprinter..., Account Management, Management, Marketing, Sales Process, Sales, Customer Service, Team Building, Sales Management, Strategic Planning, New Business Development, Automotive, Marketing Strategy, Business Development, Customer Satisfaction, Budgets
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken High School, Warwick RI 1988 — 1992
Mercedes-Benz of Westwood January 2012 - Present
Legg Mason 1998 - 2000
Skills
Fleet, Fleet Management, Fleet Leasing, Fleet Services, Motor Fleet, fleet sales, Mercedes-Benz, Mercedes, mercedes-benz sprinter..., Account Management, Management, Marketing, Sales Process, Sales, Customer Service, Team Building, Sales Management, Strategic Planning, New Business Development, Automotive, Marketing Strategy, Business Development, Customer Satisfaction, Budgets
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken High School, Warwick RI 1988 — 1992
Paul Kuhn Paul Kuhn's Legg Mason Experience October 2007 - Present
Job DCIO National Accounts Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2007 - Present
Wells Fargo January 2000 - February 2007
Skills
Mutual Funds, Defined Contribution, Investments, Retirement, Management, Series 63, Series 7, 401k, Asset Allocation, Series 6
Education
Appalachian State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Finance and Real Estate
Legg Mason October 2007 - Present
Wells Fargo January 2000 - February 2007
Skills
Mutual Funds, Defined Contribution, Investments, Retirement, Management, Series 63, Series 7, 401k, Asset Allocation, Series 6
Education
Appalachian State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Finance and Real Estate
Johanna Chalk Johanna Chalk's Legg Mason Experience November 1983 - April 1985
Job Sales Administrative Assistant at CarPart.com
Industry Insurance
Experience
Car-Part.com March 2015 - Present
TASA October 2005 - February 2015
Allstate December 1987 - March 2002
Safeco Insurance April 1985 - December 1987
Legg Mason November 1983 - April 1985
Skills
Sales, Health Insurance, Project Management, General Insurance, Editing, Commercial Insurance, Accounting, SQL, Underwriting, Management, Risk Management, Analysis, Access, C++, Sales Management, Coaching, Team Leadership, Financial Analysis, Teamwork
Education
Gateway Community and Technical College 2004 — 2005
Medicaid Nurse Aide, Nurse Aide
Beckfield College-Florence 2000 — 2001
Legal Assistant/Paralegal
Car-Part.com March 2015 - Present
TASA October 2005 - February 2015
Allstate December 1987 - March 2002
Safeco Insurance April 1985 - December 1987
Legg Mason November 1983 - April 1985
Skills
Sales, Health Insurance, Project Management, General Insurance, Editing, Commercial Insurance, Accounting, SQL, Underwriting, Management, Risk Management, Analysis, Access, C++, Sales Management, Coaching, Team Leadership, Financial Analysis, Teamwork
Education
Gateway Community and Technical College 2004 — 2005
Medicaid Nurse Aide, Nurse Aide
Beckfield College-Florence 2000 — 2001
Legal Assistant/Paralegal
Fred Polaniecki's Legg Mason Experience 1997 - 2005
Job Vice President at J P Morgan Securities
Industry Banking
Experience
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
Sam Golub Sam Golub's Legg Mason Experience August 2000 - July 2001
Job Operations Analyst at InComm
Industry Information Technology and Services
Experience
InComm September 2011 - Present
New Horizons Atlanta March 2010 - September 2011
Independent November 2008 - February 2010
Elavon, Inc. July 2008 - August 2008
Windham Brannon Financial Group May 2007 - February 2008
AXA Enterprise August 2003 - May 2007
Georgia-Pacific LLC July 2001 - August 2003
Legg Mason August 2000 - July 2001
Education
Auburn University 1996 — 1999
Bachelors, Business Management
InComm September 2011 - Present
New Horizons Atlanta March 2010 - September 2011
Independent November 2008 - February 2010
Elavon, Inc. July 2008 - August 2008
Windham Brannon Financial Group May 2007 - February 2008
AXA Enterprise August 2003 - May 2007
Georgia-Pacific LLC July 2001 - August 2003
Legg Mason August 2000 - July 2001
Education
Auburn University 1996 — 1999
Bachelors, Business Management
Otto Callen Otto Callen's Legg Mason Experience 2004 - Present
Job Senior Financial Reporting Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason 2004 - Present
Mutual of America 2003 - 2004
Skills
Financial Reporting, Asset Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College 1996 — 1999
BBA, Finance and Investments
Legg Mason 2004 - Present
Mutual of America 2003 - 2004
Skills
Financial Reporting, Asset Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College 1996 — 1999
BBA, Finance and Investments
Harold Adams Harold Adams's Legg Mason Experience April 1999 - December 2005
Job Developer at Cision
Industry Computer Software
Experience
Vocus\Cision August 2008 - Present
Newell Rubbermaid January 2006 - July 2008
Legg Mason April 1999 - December 2005
The Becker Group April 1994 - February 1999
Skills
SaaS, Microsoft SQL Server, Sybase, CRM, Credit Cards, Accounting System, Data Warehousing, Enterprise Software, SQL, Salesforce.com, Softrax, Sage FAS, FRx, NetSuite, Amdocs Clarify, PCI DSS, PCI Standards, Avalara, Recurring Billing, Recurly
Education
Baylor University
B.S. Economics
Baylor University
BA Economics, Economics, History and Religion
Vocus\Cision August 2008 - Present
Newell Rubbermaid January 2006 - July 2008
Legg Mason April 1999 - December 2005
The Becker Group April 1994 - February 1999
Skills
SaaS, Microsoft SQL Server, Sybase, CRM, Credit Cards, Accounting System, Data Warehousing, Enterprise Software, SQL, Salesforce.com, Softrax, Sage FAS, FRx, NetSuite, Amdocs Clarify, PCI DSS, PCI Standards, Avalara, Recurring Billing, Recurly
Education
Baylor University
B.S. Economics
Baylor University
BA Economics, Economics, History and Religion
Sean Priebe's Legg Mason Experience 2002 - 2006
Job Certified Financial Planner™ at Raymond James Financial Services located at Citizens National Bank 6258 US Highway 98
Industry Investment Management
Experience
Raymond James Financial Services located at Citizens National Bank April 2009 - Present
Citi Smith Barney 2006 - 2009
Legg Mason 2002 - 2006
Skills
Personal Financial..., Retirement Planning, Investments, Asset Allocation, Qualified Retirement..., 401k Rollovers, Life Insurance, College Education..., Personal Budgeting, Financial Goals, Mutual Funds, ETFs, Municipal Bonds, Variable Annuities, Equity Indexed Annuities
Education
Arkansas State University
Bachelor's degree, Sales and Managment
Little Rock Central High School
Central Arkansas Christian
Raymond James Financial Services located at Citizens National Bank April 2009 - Present
Citi Smith Barney 2006 - 2009
Legg Mason 2002 - 2006
Skills
Personal Financial..., Retirement Planning, Investments, Asset Allocation, Qualified Retirement..., 401k Rollovers, Life Insurance, College Education..., Personal Budgeting, Financial Goals, Mutual Funds, ETFs, Municipal Bonds, Variable Annuities, Equity Indexed Annuities
Education
Arkansas State University
Bachelor's degree, Sales and Managment
Little Rock Central High School
Central Arkansas Christian
Donna Collier's Legg Mason Experience 2000 - 2004
Job Associate Executive Director at Brookdale
Industry Hospital & Health Care
Experience
Brookdale April 2015 - Present
Brightview Senior Living January 2014 - Present
Edison Security & Communications, Inc. 2004 - 2013
Legg Mason 2000 - 2004
T. Rowe Price 1986 - 2000
Skills
Microsoft Office, Project Management, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Product Management, Management, Employee development, Change Management, Transfer Agency, Team Leadership, Cross Functional Team..., Disaster Recovery, Quality Control, Mutual Funds, Banking, Account Management, Coaching Staff, Employee Training, Vendor Management, Access, Accounting, Customer Satisfaction, Customer Experience, Recruiting, Coaching
Education
Carroll Community College 2013 — 2014
Certification, Assisted Living Manager
State University of New York at Binghamton
Bachelor of Arts (B.A.), Finance and Financial Management Services
University of Maryland Baltimore County
Certification, Accounting
Brookdale April 2015 - Present
Brightview Senior Living January 2014 - Present
Edison Security & Communications, Inc. 2004 - 2013
Legg Mason 2000 - 2004
T. Rowe Price 1986 - 2000
Skills
Microsoft Office, Project Management, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Product Management, Management, Employee development, Change Management, Transfer Agency, Team Leadership, Cross Functional Team..., Disaster Recovery, Quality Control, Mutual Funds, Banking, Account Management, Coaching Staff, Employee Training, Vendor Management, Access, Accounting, Customer Satisfaction, Customer Experience, Recruiting, Coaching
Education
Carroll Community College 2013 — 2014
Certification, Assisted Living Manager
State University of New York at Binghamton
Bachelor of Arts (B.A.), Finance and Financial Management Services
University of Maryland Baltimore County
Certification, Accounting
Andrew M Silton Andrew M Silton's Legg Mason Experience 1998 - 2000
Job Artist, Retired Money Manager
Industry Investment Management
Experience
Artist and Retired Money Manager January 2012 - Present
AMS Financial Consulting Services LLC 2006 - 2011
State of North Carolina 2001 - 2005
Legg Mason 1998 - 2000
Trade Street Investment Associates 1996 - 1997
Shields Asset Manager 1989 - 1993
Skills
Drawing, photography..., Hedge Funds, Asset Managment, Investments, Alternative Investments, Private Equity, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Due Diligence, Wealth Management, Securities, Asset Management, Capital Markets, Fixed Income, Financial Modeling, Valuation, Bloomberg, Venture Capital, Financial Analysis
Education
Duke University, Public Policy Institute 1977 — 1979
Master's degree
University of North Carolina at Chapel Hill, School of Law 1976 — 1979
Doctor of Law (J.D.)
SUNY Binghamton 1973 — 1975
Bachelor's degree, History
Artist and Retired Money Manager January 2012 - Present
AMS Financial Consulting Services LLC 2006 - 2011
State of North Carolina 2001 - 2005
Legg Mason 1998 - 2000
Trade Street Investment Associates 1996 - 1997
Shields Asset Manager 1989 - 1993
Skills
Drawing, photography..., Hedge Funds, Asset Managment, Investments, Alternative Investments, Private Equity, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Due Diligence, Wealth Management, Securities, Asset Management, Capital Markets, Fixed Income, Financial Modeling, Valuation, Bloomberg, Venture Capital, Financial Analysis
Education
Duke University, Public Policy Institute 1977 — 1979
Master's degree
University of North Carolina at Chapel Hill, School of Law 1976 — 1979
Doctor of Law (J.D.)
SUNY Binghamton 1973 — 1975
Bachelor's degree, History
Maureen Armacost Maureen Armacost's Legg Mason Experience 2006 - March 2012
Job Director, IT Program Management Office at American Public University System
Industry Financial Services
Experience
American Public University System January 2012 - Present
Legg Mason 2006 - March 2012
Legg Mason 2005 - 2006
Legg Mason 1997 - 2005
Richard S. Carson & Associates, Inc. 1988 - 1997
Skills
Project Portfolio..., Program Management, Project Management, Data Center, Cloud Computing, Outsourcing, Infrastructure, Integration, Vendor Management, Information Technology, SDLC, Business Process..., PMP
Education
The Johns Hopkins University - Carey Business School 1994 — 2000
MS, Information & Telecommunication Systems
Boston College 1978 — 1982
Bachelor of Science, Management Science
American Public University System January 2012 - Present
Legg Mason 2006 - March 2012
Legg Mason 2005 - 2006
Legg Mason 1997 - 2005
Richard S. Carson & Associates, Inc. 1988 - 1997
Skills
Project Portfolio..., Program Management, Project Management, Data Center, Cloud Computing, Outsourcing, Infrastructure, Integration, Vendor Management, Information Technology, SDLC, Business Process..., PMP
Education
The Johns Hopkins University - Carey Business School 1994 — 2000
MS, Information & Telecommunication Systems
Boston College 1978 — 1982
Bachelor of Science, Management Science
Eduardo Andrade Eduardo Andrade's Legg Mason Experience 1997 - 1999
Job Executive Director at Julius Baer
Industry Financial Services
Experience
Julius Baer September 2014 - Present
Banco Itau Europa International January 2011 - August 2014
Biscayne Financial Advisors January 2010 - December 2010
Mom Corps March 2010 - August 2010
BNP Paribas January 2007 - December 2009
Bank of America 2004 - 2007
JPMorgan Chase 2002 - 2004
Raymond James 1997 - 2001
Legg Mason 1997 - 1999
Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence
Education
American University - Kogod School of Business 1999 — 2001
MBA, Finance
Colegio Javier 1982 — 1989
Bachelor of Sciense, Chemestry/Biology
Julius Baer September 2014 - Present
Banco Itau Europa International January 2011 - August 2014
Biscayne Financial Advisors January 2010 - December 2010
Mom Corps March 2010 - August 2010
BNP Paribas January 2007 - December 2009
Bank of America 2004 - 2007
JPMorgan Chase 2002 - 2004
Raymond James 1997 - 2001
Legg Mason 1997 - 1999
Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence
Education
American University - Kogod School of Business 1999 — 2001
MBA, Finance
Colegio Javier 1982 — 1989
Bachelor of Sciense, Chemestry/Biology
Jonathan Tversky Jonathan Tversky's Legg Mason Experience February 2011 - October 2012
Job Experienced Business Continuity Professional
Industry Information Technology and Services
Experience
Marriott International October 2012 - Present
Legg Mason February 2011 - October 2012
Legg Mason November 2007 - February 2011
Legg Mason June 2004 - November 2007
American University September 2002 - May 2004
Black and Decker Inc June 2002 - December 2003
Skills
Microsoft Office, Emergency Management, MS Project, Visio, Analysis, Requirements Analysis, Testing, Windows, Business Continuity, Program Management, Disaster Recovery, Data Center, Project Management, Vendor Management, Project Planning
Education
American University 2000 — 2004
B.S., Computer Information Systems
American University - Kogod School of Business 2000 — 2004
Bachelor of Science, Computer Information Systems
McDonogh
Marriott International October 2012 - Present
Legg Mason February 2011 - October 2012
Legg Mason November 2007 - February 2011
Legg Mason June 2004 - November 2007
American University September 2002 - May 2004
Black and Decker Inc June 2002 - December 2003
Skills
Microsoft Office, Emergency Management, MS Project, Visio, Analysis, Requirements Analysis, Testing, Windows, Business Continuity, Program Management, Disaster Recovery, Data Center, Project Management, Vendor Management, Project Planning
Education
American University 2000 — 2004
B.S., Computer Information Systems
American University - Kogod School of Business 2000 — 2004
Bachelor of Science, Computer Information Systems
McDonogh
Heather Lenseth's Legg Mason Experience July 2015 - Present
Job Internal Sales Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Legg Mason June 2014 - July 2015
Legg Mason June 2011 - July 2014
Ameriprise Financial Services, Inc. January 2008 - May 2011
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Fixed Annuities, 401k, Portfolio Management, Estate Planning, Financial Advisory, Series 6, Insurance, Series 24
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Quantitative Finance and Leadership & Change Management
Binghamton University 2003 — 2007
Bachelor of Science, Financial Economics
Legg Mason July 2015 - Present
Legg Mason June 2014 - July 2015
Legg Mason June 2011 - July 2014
Ameriprise Financial Services, Inc. January 2008 - May 2011
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Fixed Annuities, 401k, Portfolio Management, Estate Planning, Financial Advisory, Series 6, Insurance, Series 24
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Quantitative Finance and Leadership & Change Management
Binghamton University 2003 — 2007
Bachelor of Science, Financial Economics
Devere Jones's Legg Mason Experience July 2011 - June 2015
Job Schroders Investment Management: Internal Director Intermediaries
Industry Financial Services
Experience
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
John Dolfi John Dolfi's Legg Mason Experience June 2013 - August 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Legg Mason June 2013 - August 2013
The Wood Shed Restaurant 2007 - 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Salesforce.com, Social Media, Risk Assessment, Leadership, Series 7
Education
Bates College 2010 — 2014
Bachelor's Degree, Dual Major, Economics and East Asian Studies
Capital Normal University
Semester Abroad: Chinese Language and Cultural Immersion
Brewster Academy 2006 — 2010
High School
National Outdoor Leadership School (NOLS)
Alaskan Wilderness
Southbank International School, London, UK 1999 — 2006
Fidelity Investments February 2015 - Present
Legg Mason June 2013 - August 2013
The Wood Shed Restaurant 2007 - 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Salesforce.com, Social Media, Risk Assessment, Leadership, Series 7
Education
Bates College 2010 — 2014
Bachelor's Degree, Dual Major, Economics and East Asian Studies
Capital Normal University
Semester Abroad: Chinese Language and Cultural Immersion
Brewster Academy 2006 — 2010
High School
National Outdoor Leadership School (NOLS)
Alaskan Wilderness
Southbank International School, London, UK 1999 — 2006
Camille B. Meade's Legg Mason Experience December 2005 - Present
Job Director Product Management at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2005 - Present
Citigroup Asset Management 2001 - 2005
SSB Citi Asset Management 1997 - 2001
Citibank, N.A. 1992 - 1997
Citibank, N.A. 1990 - 1992
Integrated Resources, Inc. 1982 - 1990
DeLorean Motor Company 1980 - 1982
Skills
Hedge Funds, Fixed Income, Finance, Fund Administration, Investment Management, Investment Advisory
Education
Adelphi University
MBA, Finance
Dowling College
BBA, Accounting
Legg Mason December 2005 - Present
Citigroup Asset Management 2001 - 2005
SSB Citi Asset Management 1997 - 2001
Citibank, N.A. 1992 - 1997
Citibank, N.A. 1990 - 1992
Integrated Resources, Inc. 1982 - 1990
DeLorean Motor Company 1980 - 1982
Skills
Hedge Funds, Fixed Income, Finance, Fund Administration, Investment Management, Investment Advisory
Education
Adelphi University
MBA, Finance
Dowling College
BBA, Accounting
Kaprel Ozsolak Kaprel Ozsolak's Legg Mason Experience December 2005 - January 2012
Job Partner at Spectra Professional Services
Industry Financial Services
Experience
Spectra Professional Services January 2012 - Present
Legg Mason December 2005 - January 2012
ICI Accounting Treasurers Committee 2007 - 2012
Citigroup Asset Management June 1996 - December 2005
Ernst & Young 1989 - 1996
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Investments, Asset Managment, Series 7, Asset Management, Wealth Management, Fixed Income, Investment Management, Equities, Securities
Education
Boğaziçi University 1984 — 1989
BA, Business Administration / Accounting and Finance
Spectra Professional Services January 2012 - Present
Legg Mason December 2005 - January 2012
ICI Accounting Treasurers Committee 2007 - 2012
Citigroup Asset Management June 1996 - December 2005
Ernst & Young 1989 - 1996
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Investments, Asset Managment, Series 7, Asset Management, Wealth Management, Fixed Income, Investment Management, Equities, Securities
Education
Boğaziçi University 1984 — 1989
BA, Business Administration / Accounting and Finance
Richard Marvin Richard Marvin's Legg Mason Experience 2000 - 2005
Job Director at Public Financial Management, Inc. (PFM)
Industry Financial Services
Experience
Public Financial Management, Inc. (PFM) May 2014 - Present
M2 Financial Advisory Services October 2013 - May 2014
First Tryon Advisors November 2009 - September 2013
Wachovia, A Wells Fargo Company 2005 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2000 - 2005
Wells Fargo 1987 - 2000
Skills
Series 7, Bonds, Investment Banking, Financial Advisory, Derivatives, Financial Structuring, Financial Services, Securities, Finance, Capital Markets, Investments, Asset Management, Alternative Investments, Financial Modeling, Investment Management, Investment Advisory, Financial Analysis, Fixed Income
Education
American University 1971 — 1973
MPA, Urban Affairs
University of North Carolina at Chapel Hill 1968 — 1970
BA, Honors in Economics
Public Financial Management, Inc. (PFM) May 2014 - Present
M2 Financial Advisory Services October 2013 - May 2014
First Tryon Advisors November 2009 - September 2013
Wachovia, A Wells Fargo Company 2005 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2000 - 2005
Wells Fargo 1987 - 2000
Skills
Series 7, Bonds, Investment Banking, Financial Advisory, Derivatives, Financial Structuring, Financial Services, Securities, Finance, Capital Markets, Investments, Asset Management, Alternative Investments, Financial Modeling, Investment Management, Investment Advisory, Financial Analysis, Fixed Income
Education
American University 1971 — 1973
MPA, Urban Affairs
University of North Carolina at Chapel Hill 1968 — 1970
BA, Honors in Economics
Ted Oliver Ted Oliver's Legg Mason Experience October 1984 - February 2006
Job Senior VP Investments, Davenport & Co.
Industry Investment Management
Experience
War Memorial Commission September 2012 - Present
Davenport & Co. LLC February 2009 - Present
Summit Rotary Club 2005 - 2015
Summit Rotary Club 2005 - 2015
Greensboro Performing Arts Center February 2012 - March 2013
Smith Barney February 2006 - February 2009
Greensboro Swimming Assoc. 2004 - 2008
Legg Mason October 1984 - February 2006
Skills
Investments, Non-profits, Retirement Planning, Retirement, Portfolio Management, Financial Planning, Asset Management, Wealth Management, Asset Allocation, 401k, Investment Advisory, Mutual Funds, Pensions, Defined Benefit, Strategic Financial..., Securities, Financial Advisory, Series 7
Education
University of Massachusetts, Amherst 1978 — 1979
Organizational Behavior
American International College 1972 — 1976
BSBA, Finance, Accounting, Marketing, Management
War Memorial Commission September 2012 - Present
Davenport & Co. LLC February 2009 - Present
Summit Rotary Club 2005 - 2015
Summit Rotary Club 2005 - 2015
Greensboro Performing Arts Center February 2012 - March 2013
Smith Barney February 2006 - February 2009
Greensboro Swimming Assoc. 2004 - 2008
Legg Mason October 1984 - February 2006
Skills
Investments, Non-profits, Retirement Planning, Retirement, Portfolio Management, Financial Planning, Asset Management, Wealth Management, Asset Allocation, 401k, Investment Advisory, Mutual Funds, Pensions, Defined Benefit, Strategic Financial..., Securities, Financial Advisory, Series 7
Education
University of Massachusetts, Amherst 1978 — 1979
Organizational Behavior
American International College 1972 — 1976
BSBA, Finance, Accounting, Marketing, Management
Agata Kaczanowska Agata Kaczanowska's Legg Mason Experience May 2005 - May 2005
Job Economist, Researcher, Manager, Job Seeker
Industry Research
Experience
IBISWorld March 2010 - July 2014
American University May 2008 - June 2014
American University April 2009 - March 2010
Cobalt Financial Partners February 2006 - August 2007
International Foundation for Research in Experimental Economics (IFREE) June 2007 - July 2007
Legg Mason May 2005 - May 2005
Skills
Research, Writing, Analysis, Econometrics, Industry Analysis, Media Relations, Stata, Qualitative Research, Interviewing, Experimental Economics, Quantitative Modeling, Benchmarking, Strategy Development, Public Relations, On-camera, Alumni Relations, Strategic Hiring, Competitive Analysis, Data Analysis, Financial Modeling, Entrepreneurship, Economic Research, Training
Education
American University 2008 — 2009
MA, Economics
American University 2005 — 2008
BA, Economics
IBISWorld March 2010 - July 2014
American University May 2008 - June 2014
American University April 2009 - March 2010
Cobalt Financial Partners February 2006 - August 2007
International Foundation for Research in Experimental Economics (IFREE) June 2007 - July 2007
Legg Mason May 2005 - May 2005
Skills
Research, Writing, Analysis, Econometrics, Industry Analysis, Media Relations, Stata, Qualitative Research, Interviewing, Experimental Economics, Quantitative Modeling, Benchmarking, Strategy Development, Public Relations, On-camera, Alumni Relations, Strategic Hiring, Competitive Analysis, Data Analysis, Financial Modeling, Entrepreneurship, Economic Research, Training
Education
American University 2008 — 2009
MA, Economics
American University 2005 — 2008
BA, Economics
Denise Corsetti Denise Corsetti's Legg Mason Experience 2005 - 2008
Job Vice President Advisory Programs Control Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Marc De Oliveira Marc De Oliveira's Legg Mason Experience December 2003 - Present
Job Associate General Counsel at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2003 - Present
Sidley Austin September 2000 - November 2003
Education
Brooklyn Law School 1997 — 2000
J.D.
Binghamton University 1990 — 1994
B.A., English with concentration in Rhetoric; Philosophy
Legg Mason December 2003 - Present
Sidley Austin September 2000 - November 2003
Education
Brooklyn Law School 1997 — 2000
J.D.
Binghamton University 1990 — 1994
B.A., English with concentration in Rhetoric; Philosophy
Richard Zorena Richard Zorena's Legg Mason Experience September 1989 - December 2005
Job First Vice President Wealth Management Certified Financial Planner®
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason September 1989 - December 2005
Education
Allegheny College 1981 — 1985
B.S., Economics
Notre Dame High School 1977 — 1981
UBS Wealth Management April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason September 1989 - December 2005
Education
Allegheny College 1981 — 1985
B.S., Economics
Notre Dame High School 1977 — 1981
Simina Brânzei Simina Brânzei's Legg Mason Experience May 2005 - August 2005
Job Research Fellow at UC Berkeley
Industry Research
Experience
UC Berkeley August 2015 - Present
Aarhus University March 2015 - July 2015
Tsinghua University August 2013 - October 2013
Carnegie Mellon University September 2012 - June 2013
Google May 2009 - August 2009
IBM Canada Ltd. January 2008 - April 2008
IBM Canada Ltd. May 2007 - August 2007
IBM Canada Ltd. September 2006 - December 2006
IBM Canada Ltd. January 2006 - April 2006
Legg Mason May 2005 - August 2005
Education
Aarhus University 2011 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
University of Waterloo 2010 — 2011
Master of Mathematics, Computer Science
University of Waterloo 2004 — 2009
Bachelor of Computer Science
UC Berkeley August 2015 - Present
Aarhus University March 2015 - July 2015
Tsinghua University August 2013 - October 2013
Carnegie Mellon University September 2012 - June 2013
Google May 2009 - August 2009
IBM Canada Ltd. January 2008 - April 2008
IBM Canada Ltd. May 2007 - August 2007
IBM Canada Ltd. September 2006 - December 2006
IBM Canada Ltd. January 2006 - April 2006
Legg Mason May 2005 - August 2005
Education
Aarhus University 2011 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
University of Waterloo 2010 — 2011
Master of Mathematics, Computer Science
University of Waterloo 2004 — 2009
Bachelor of Computer Science
Raja Kalra's Legg Mason Experience June 2005 - August 2006
Job
Industry Financial Services
Experience
Valuation Research Corporation February 2010 - Present
Valuation Research Corporation August 2008 - January 2010
Valuation Research Corporation June 2006 - July 2008
Legg Mason June 2005 - August 2006
Skills
Private Equity, Valuation, Portfolio Management, Equities, Bloomberg, Equity Valuation, High Yield Bonds, Financial Modeling, Due Diligence, Business Development, Hedge Funds, Fixed Income, Finance, Investments, Alternative Investments, Business Valuation, Investment Banking, Venture Capital, Securities, High Yield, Bonds, Leveraged Finance, Capital IQ, Financial Analysis, AMFI Certified, Mutual Funds, Equity Research, Corporate Finance, Capital Markets, Management, Mergers & Acquisitions, Structured Products, Real Estate, Derivatives
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Birla Institute of Technology 1999 — 2002
BCA, Computer Applications
Valuation Research Corporation February 2010 - Present
Valuation Research Corporation August 2008 - January 2010
Valuation Research Corporation June 2006 - July 2008
Legg Mason June 2005 - August 2006
Skills
Private Equity, Valuation, Portfolio Management, Equities, Bloomberg, Equity Valuation, High Yield Bonds, Financial Modeling, Due Diligence, Business Development, Hedge Funds, Fixed Income, Finance, Investments, Alternative Investments, Business Valuation, Investment Banking, Venture Capital, Securities, High Yield, Bonds, Leveraged Finance, Capital IQ, Financial Analysis, AMFI Certified, Mutual Funds, Equity Research, Corporate Finance, Capital Markets, Management, Mergers & Acquisitions, Structured Products, Real Estate, Derivatives
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Birla Institute of Technology 1999 — 2002
BCA, Computer Applications
Asia McRae-Johnson Asia McRae-Johnson's Legg Mason Experience January 1996 - Present
Job Executive Administrative Assistant at Legg Mason
Industry Financial Services
Experience
Legg Mason January 1996 - Present
Skills
Administrative..., PowerPoint, Spreadsheets, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Asset Management, Outlook, PeopleSoft, Travel Arrangements, Access, Securities, Administrative..., Equities, Investments, Office Management, SharePoint, Fixed Income, Financial Services, Salesforce.com, Management
Education
Post University 2013 — 2016
Bachelor's Degree, Corporate Finance
Borough of Manhattan Community College 2000 — 2006
Assosciates, Business Administration
Legg Mason January 1996 - Present
Skills
Administrative..., PowerPoint, Spreadsheets, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Asset Management, Outlook, PeopleSoft, Travel Arrangements, Access, Securities, Administrative..., Equities, Investments, Office Management, SharePoint, Fixed Income, Financial Services, Salesforce.com, Management
Education
Post University 2013 — 2016
Bachelor's Degree, Corporate Finance
Borough of Manhattan Community College 2000 — 2006
Assosciates, Business Administration
Bryan Chalk Bryan Chalk's Legg Mason Experience 1993 - 1996
Job REALTOR, ABR, SRS, ePro at Napier ERA
Industry Real Estate
Experience
Napier Realtors ERA February 2014 - Present
Skye Bruce Properties June 2013 - February 2014
Maxim Group January 2012 - August 2012
Ticonderoga Securities August 2009 - January 2012
Collins Stewart June 2008 - August 2009
Wachovia Securities August 2000 - June 2008
Deutsche Bank Securities 1998 - 2000
Legg Mason 1993 - 1996
Skills
Sales, Real Estate, First Time Home Buyers, Short Sales, Relocation Buyers, Buyer's Agent, Seller Representation, Realtor Relations, ePro Certified, Investment Properties, National Association of..., Investments, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Accredited Buyer Rep
Education
University of Baltimore 1996 — 2000
Bachelor of Science (BS), Finance
Anne Arundel Community College 1993 — 1996
Associate of Arts (AA), Business
Napier Realtors ERA February 2014 - Present
Skye Bruce Properties June 2013 - February 2014
Maxim Group January 2012 - August 2012
Ticonderoga Securities August 2009 - January 2012
Collins Stewart June 2008 - August 2009
Wachovia Securities August 2000 - June 2008
Deutsche Bank Securities 1998 - 2000
Legg Mason 1993 - 1996
Skills
Sales, Real Estate, First Time Home Buyers, Short Sales, Relocation Buyers, Buyer's Agent, Seller Representation, Realtor Relations, ePro Certified, Investment Properties, National Association of..., Investments, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Accredited Buyer Rep
Education
University of Baltimore 1996 — 2000
Bachelor of Science (BS), Finance
Anne Arundel Community College 1993 — 1996
Associate of Arts (AA), Business
Laura Galvin Laura Galvin's Legg Mason Experience December 1997 - June 2002
Job Secretary at Bossier Parish School Board
Industry Education Management
Experience
Bossier Parish School Board October 2010 - Present
Legg Mason December 1997 - June 2002
EDS (Electronic Data Systems) June 1985 - December 1997
Skills
Microsoft Office, PowerPoint, Excel, Outlook, Word, Unix, Perl Script, Microsoft Access, SQL
Education
Bossier Parish Community College
Continuing Education, Computer Science
Bossier Parish School Board October 2010 - Present
Legg Mason December 1997 - June 2002
EDS (Electronic Data Systems) June 1985 - December 1997
Skills
Microsoft Office, PowerPoint, Excel, Outlook, Word, Unix, Perl Script, Microsoft Access, SQL
Education
Bossier Parish Community College
Continuing Education, Computer Science
Austin Jarboe Austin Jarboe's Legg Mason Experience May 2011 - January 2012
Job Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
American University January 2013 - May 2014
Points of Light May 2012 - August 2012
U.S. House of Representatives January 2012 - May 2012
Legg Mason May 2011 - January 2012
Education
American University 2010 — 2014
Bachelor's Degree, Accounting
KPMG US July 2014 - Present
American University January 2013 - May 2014
Points of Light May 2012 - August 2012
U.S. House of Representatives January 2012 - May 2012
Legg Mason May 2011 - January 2012
Education
American University 2010 — 2014
Bachelor's Degree, Accounting
Iryna Pustovoyt Iryna Pustovoyt's Legg Mason Experience September 2010 - May 2013
Job Project Manager
Industry Human Resources
Experience
ADP August 2015 - Present
WebbMason May 2013 - July 2014
Legg Mason September 2010 - May 2013
Legg Mason January 2010 - September 2010
Johns Hopkins University September 2004 - June 2010
Philip Morris International March 1998 - July 2004
Education
The Johns Hopkins University - Carey Business School 2006 — 2010
MBA, Competitive Intelligence
Kyiv National University of Culture and Arts 1993 — 1997
B.S., Information & Library Science
ADP August 2015 - Present
WebbMason May 2013 - July 2014
Legg Mason September 2010 - May 2013
Legg Mason January 2010 - September 2010
Johns Hopkins University September 2004 - June 2010
Philip Morris International March 1998 - July 2004
Education
The Johns Hopkins University - Carey Business School 2006 — 2010
MBA, Competitive Intelligence
Kyiv National University of Culture and Arts 1993 — 1997
B.S., Information & Library Science
Jacob LaConte Jacob LaConte's Legg Mason Experience May 2005 - July 2006
Job VP Client Services at COS
Industry Logistics and Supply Chain
Experience
COS August 2006 - Present
Legg Mason May 2005 - July 2006
B&G Golf & Tennis, Inc. March 1998 - August 2004
Skills
Corporate Relocation, Global Mobility, Expatriate Management, Recruiting, Investments, Forecasting, Financial Analysis, Finance
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Bachelor of Science, Finance
Waukesha West High School 1997 — 2000
COS August 2006 - Present
Legg Mason May 2005 - July 2006
B&G Golf & Tennis, Inc. March 1998 - August 2004
Skills
Corporate Relocation, Global Mobility, Expatriate Management, Recruiting, Investments, Forecasting, Financial Analysis, Finance
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Bachelor of Science, Finance
Waukesha West High School 1997 — 2000
Loretta Charron Loretta Charron's Legg Mason Experience May 2007 - July 2011
Job Business Development Consultant, Director at Robert W. Baird & Co.CIMA (R)
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Jennifer Bavolek Martin Jennifer Bavolek Martin's Legg Mason Experience June 2000 - June 2005
Job Recruiting Coordinator at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
Robert Brill, CFP® Robert Brill, CFP®'s Legg Mason Experience 2001 - 2004
Job Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
Luke Dolman Luke Dolman's Legg Mason Experience August 2009 - June 2011
Job DBA and Developer at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments June 2011 - Present
Legg Mason August 2009 - June 2011
Legg Mason December 2005 - August 2009
Citigroup Asset Management August 2000 - December 2005
Deutsche Asset Management June 1999 - August 2000
Deutsche Asset Management January 1997 - June 1999
Morgan Grenfell Asset Management July 1995 - January 1997
Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development
Education
UCL 1990 — 1993
BSc, Architecture
Winchester College 1985 — 1988
ClearBridge Investments June 2011 - Present
Legg Mason August 2009 - June 2011
Legg Mason December 2005 - August 2009
Citigroup Asset Management August 2000 - December 2005
Deutsche Asset Management June 1999 - August 2000
Deutsche Asset Management January 1997 - June 1999
Morgan Grenfell Asset Management July 1995 - January 1997
Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development
Education
UCL 1990 — 1993
BSc, Architecture
Winchester College 1985 — 1988
Chandra Purnell-Bond, MBA, CPLP Chandra Purnell-Bond, MBA, CPLP's Legg Mason Experience 2000 - 2001
Job Award winning | Visionary | Multifaceted | People Connector | Music & Entertainment Consultant
Industry Professional Training & Coaching
Experience
Step Into My Cipher November 2008 - Present
Raytheon Missile Systems March 2009 - October 2014
City of Tucson February 2009 - October 2012
Raytheon Missile Systems November 2006 - March 2009
Raytheon Missile Systems February 2006 - November 2006
Raytheon Intelligence & Information Systems July 2004 - February 2006
United Way of America 2000 - 2003
Legg Mason 2000 - 2001
American Society for Training and Development 1998 - 2000
American Counseling Association 1996 - 1998
Skills
Business Strategy, Organizational Learning, Organizational..., Learning Management, Talent Management, Organizational..., Vendor Management, Strategic Planning, Leadership Development, Blended Learning, Employee Engagement, Training Delivery, Management Development, Culture Change, Budget, Process Improvement, Six Sigma, Metrics, Change Management, Knowledge Management, E-Learning, Coaching, Training, Team Building, Management Consulting, Staff Development, Executive Development, Project Management, Music Industry, Music Management, Event Management, Budgets, Nonprofits, Fundraising, Public Speaking, Program Management, Strategy, Leadership, Management, Performance Management, Conflict Resolution, Human Resources, Social Networking, Team Leadership, Entrepreneurship, Business Development, Employee Training, Consulting, Analysis, Government
Education
Harvard Law School
University of Phoenix 2003 — 2003
Doctor of Management (On sabbatical)
Averett University 1996 — 1998
MBA
Coppin State University 1991 — 1994
BS
Hampton University 1988 — 1990
Parkside High School 1984 — 1988
Step Into My Cipher November 2008 - Present
Raytheon Missile Systems March 2009 - October 2014
City of Tucson February 2009 - October 2012
Raytheon Missile Systems November 2006 - March 2009
Raytheon Missile Systems February 2006 - November 2006
Raytheon Intelligence & Information Systems July 2004 - February 2006
United Way of America 2000 - 2003
Legg Mason 2000 - 2001
American Society for Training and Development 1998 - 2000
American Counseling Association 1996 - 1998
Skills
Business Strategy, Organizational Learning, Organizational..., Learning Management, Talent Management, Organizational..., Vendor Management, Strategic Planning, Leadership Development, Blended Learning, Employee Engagement, Training Delivery, Management Development, Culture Change, Budget, Process Improvement, Six Sigma, Metrics, Change Management, Knowledge Management, E-Learning, Coaching, Training, Team Building, Management Consulting, Staff Development, Executive Development, Project Management, Music Industry, Music Management, Event Management, Budgets, Nonprofits, Fundraising, Public Speaking, Program Management, Strategy, Leadership, Management, Performance Management, Conflict Resolution, Human Resources, Social Networking, Team Leadership, Entrepreneurship, Business Development, Employee Training, Consulting, Analysis, Government
Education
Harvard Law School
University of Phoenix 2003 — 2003
Doctor of Management (On sabbatical)
Averett University 1996 — 1998
MBA
Coppin State University 1991 — 1994
BS
Hampton University 1988 — 1990
Parkside High School 1984 — 1988
Glenn Mueller Glenn Mueller's Legg Mason Experience 1996 - 2005
Job Professor at Denver University
Industry Real Estate
Experience
Denver University September 2006 - Present
Dividend Capital 2005 - Present
American Real Estate Society 1994 - 2011
Legg Mason 1996 - 2005
ABKB 1992 - 1995
Prudential Real Estate 1990 - 1992
Skills
Real Estate Market..., REITs, Real Estate Economics, REIT, Real Estate, Investment Properties, Investment Strategies, Equities, Investments, Securities, Portfolio Management, Commercial Real Estate, Investors, Financial Modeling, Market Analysis, Valuation, Asset Management, Real Estate Development
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1990
Doctor of Philosophy (Ph.D.), Real Estate, A
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1975
MBA, Marketing
University of Denver - Daniels College of Business 1971 — 1974
BSBA, Finance
Denver University September 2006 - Present
Dividend Capital 2005 - Present
American Real Estate Society 1994 - 2011
Legg Mason 1996 - 2005
ABKB 1992 - 1995
Prudential Real Estate 1990 - 1992
Skills
Real Estate Market..., REITs, Real Estate Economics, REIT, Real Estate, Investment Properties, Investment Strategies, Equities, Investments, Securities, Portfolio Management, Commercial Real Estate, Investors, Financial Modeling, Market Analysis, Valuation, Asset Management, Real Estate Development
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1990
Doctor of Philosophy (Ph.D.), Real Estate, A
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1975
MBA, Marketing
University of Denver - Daniels College of Business 1971 — 1974
BSBA, Finance
Joe Devlin's Legg Mason Experience September 1996 - May 2003
Job Senior Director of Business Development at Skanska
Industry Construction
Experience
Skanska July 2012 - Present
Skanska USA Building Inc. 2004 - Present
Brait Builders Corp. BBC May 2003 - October 2004
Legg Mason September 1996 - May 2003
Skills
Contract Negotiation, Business Development, Strategic Planning, Contract Management, New Business Development
Education
Boston College 1991 — 1995
Skanska July 2012 - Present
Skanska USA Building Inc. 2004 - Present
Brait Builders Corp. BBC May 2003 - October 2004
Legg Mason September 1996 - May 2003
Skills
Contract Negotiation, Business Development, Strategic Planning, Contract Management, New Business Development
Education
Boston College 1991 — 1995
Robert Mascioli's Legg Mason Experience 2000 - 2001
Job Shareholder at McCausland, Keen & Buckman
Industry Law Practice
Experience
McCausland Keen & Buckman February 2003 - Present
Drexel University/Science Center 2001 - 2003
Legg Mason 2000 - 2001
Pepper Hamilton 1997 - 2000
Klehr Harrison Harvey Branzburg LLP 1996 - 1997
Skills
Mergers, Private Equity, Corporations, Licensing, Due Diligence, Corporate Law, Legal Research, Venture Capital, Contract Negotiation, Joint Ventures, Corporate Governance, Mergers & Acquisitions, Start-ups, Business Planning, Securities Regulation, Entrepreneurship, Connecting People
Education
Boston College 1986 — 1990
B.S., Accounting
Boston University School of Law 1992 — 1995
Doctor of Law (J.D.)
Episcopal Academy 1980 — 1986
McCausland Keen & Buckman February 2003 - Present
Drexel University/Science Center 2001 - 2003
Legg Mason 2000 - 2001
Pepper Hamilton 1997 - 2000
Klehr Harrison Harvey Branzburg LLP 1996 - 1997
Skills
Mergers, Private Equity, Corporations, Licensing, Due Diligence, Corporate Law, Legal Research, Venture Capital, Contract Negotiation, Joint Ventures, Corporate Governance, Mergers & Acquisitions, Start-ups, Business Planning, Securities Regulation, Entrepreneurship, Connecting People
Education
Boston College 1986 — 1990
B.S., Accounting
Boston University School of Law 1992 — 1995
Doctor of Law (J.D.)
Episcopal Academy 1980 — 1986
Deirdre Mary McElroy's Legg Mason Experience June 2001 - January 2005
Job LPL Financial Planner & SRI Advocate
Industry Financial Services
Experience
LPL Financial, member FINRA and SIPC December 2007 - Present
A People United LLC May 2009 - May 2010
Baltimore Museum of Art October 2007 - February 2008
Smith Barney CITI January 2005 - June 2007
Legg Mason June 2001 - January 2005
US Concepts July 2000 - December 2003
Village Learning Place 2001 - 2003
Western Union International 1996 - August 2000
Western Union Financial Services International July 1996 - July 2000
International Business Associates (IBA), Western Union Egypt Licensee September 1994 - July 1996
Skills
Spanish, basic Arabic, Risk Management, Business Planning, Marketing Communications, Estate Planning, Long-term Care, Key Account Management, Niche Marketing, Small Business, Asset Managment, Strategic Planning, Personal Finance, Financial Advisory, Relationship Management, Financial Services, Investments, Public Speaking, Financial Planners, Arabic, Marketing Strategy, Investment Management, Asset Allocation, Mutual Funds, Insurance, Portfolio Management, Retirement Planning, New Business Development, Wealth Management, Fundraising, Business Strategy, Budgets, Financial Analysis, Series 7, Strategic Financial..., Securities, Alternative Investments, Retirement, Asset Management, Start-ups, Leadership, Financial Planning
Education
Howard County Economic Development Class 2009 — 2009
CFP 2008 — 2009
CFP
Tallahassee Community College 2006 — 2007
CFP
Towson University 1987 — 1991
Bachelor of Arts
Universidad Complutense de Madrid 1990 — 1990
Spanish
Barnard College 1986 — 1988
Western Senior High School 1983 — 1986
advanced College Prep
LPL Financial, member FINRA and SIPC December 2007 - Present
A People United LLC May 2009 - May 2010
Baltimore Museum of Art October 2007 - February 2008
Smith Barney CITI January 2005 - June 2007
Legg Mason June 2001 - January 2005
US Concepts July 2000 - December 2003
Village Learning Place 2001 - 2003
Western Union International 1996 - August 2000
Western Union Financial Services International July 1996 - July 2000
International Business Associates (IBA), Western Union Egypt Licensee September 1994 - July 1996
Skills
Spanish, basic Arabic, Risk Management, Business Planning, Marketing Communications, Estate Planning, Long-term Care, Key Account Management, Niche Marketing, Small Business, Asset Managment, Strategic Planning, Personal Finance, Financial Advisory, Relationship Management, Financial Services, Investments, Public Speaking, Financial Planners, Arabic, Marketing Strategy, Investment Management, Asset Allocation, Mutual Funds, Insurance, Portfolio Management, Retirement Planning, New Business Development, Wealth Management, Fundraising, Business Strategy, Budgets, Financial Analysis, Series 7, Strategic Financial..., Securities, Alternative Investments, Retirement, Asset Management, Start-ups, Leadership, Financial Planning
Education
Howard County Economic Development Class 2009 — 2009
CFP 2008 — 2009
CFP
Tallahassee Community College 2006 — 2007
CFP
Towson University 1987 — 1991
Bachelor of Arts
Universidad Complutense de Madrid 1990 — 1990
Spanish
Barnard College 1986 — 1988
Western Senior High School 1983 — 1986
advanced College Prep
Christopher R Rainer's Legg Mason Experience September 1998 - November 2005
Job CEFEX, achieved in combination with LPL Financial, LLC.
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial July 2009 - Present
SmithBarney November 2005 - July 2009
Legg Mason September 1998 - November 2005
Skills
Retirement Planning, Series 7, Estate Planning, Alternative Investments, Series 63, Retirement, Finance, Money Management, Strategic Financial..., Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, 401k, Investment Strategies, FINRA, Portfolio Management, Asset Management, Life Insurance, Investments, Financial Planning
Education
Auburn University
Bachelors of Science, Finance
Natick High
LPL Financial June 2015 - Present
LPL Financial July 2009 - Present
SmithBarney November 2005 - July 2009
Legg Mason September 1998 - November 2005
Skills
Retirement Planning, Series 7, Estate Planning, Alternative Investments, Series 63, Retirement, Finance, Money Management, Strategic Financial..., Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, 401k, Investment Strategies, FINRA, Portfolio Management, Asset Management, Life Insurance, Investments, Financial Planning
Education
Auburn University
Bachelors of Science, Finance
Natick High
SueAnn Griffin, CFP (R) SueAnn Griffin, CFP (R)'s Legg Mason Experience June 1998 - March 2005
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. May 2009 - Present
Legg Mason June 1998 - March 2005
Education
American University 1990 — 1992
Master's degree
Lynchburg College 1986 — 1990
Bachelor's degree
Lynchburg College 1986 — 1990
Loch Raven High School
Robert W. Baird & Co. May 2009 - Present
Legg Mason June 1998 - March 2005
Education
American University 1990 — 1992
Master's degree
Lynchburg College 1986 — 1990
Bachelor's degree
Lynchburg College 1986 — 1990
Loch Raven High School
Matthew Wooten's Legg Mason Experience February 2005 - April 2008
Job Equity Research Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management - EverKey Global Equity November 2013 - Present
Robert W. Baird & Co. February 2009 - November 2013
Wachovia Securities April 2008 - February 2009
Legg Mason February 2005 - April 2008
Smith Barney May 2002 - February 2005
Skills
Series 7, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Asset Management, Capital Markets, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2003
MS, Global Financial Analysis
Bentley University 1998 — 2002
BS, Finance
Wells Capital Management - EverKey Global Equity November 2013 - Present
Robert W. Baird & Co. February 2009 - November 2013
Wachovia Securities April 2008 - February 2009
Legg Mason February 2005 - April 2008
Smith Barney May 2002 - February 2005
Skills
Series 7, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Asset Management, Capital Markets, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2003
MS, Global Financial Analysis
Bentley University 1998 — 2002
BS, Finance
Geoff Chojnacki Geoff Chojnacki's Legg Mason Experience December 2003 - July 2004
Job Curriculum Design Lead at PayPal
Industry Financial Services
Experience
PayPal May 2014 - Present
PayPal May 2012 - May 2014
PayPal August 2008 - May 2012
HSBC July 2004 - August 2008
Legg Mason December 2003 - July 2004
Metris Companies May 1999 - December 2003
Skills
Performance Management, Applicant Tracking..., Talent Acquisition, Employee Relations, Onboarding, Talent Management, College Recruiting, Recruiting, Employee Engagement, Human Resources, Sourcing, Vendor Management, Training Delivery, Instructor-led Training, Training Needs Analysis, Management, Interviews, Call Centers, Change Management, Employee Training, Training, Leadership
Education
University of Maryland Baltimore County 2012 — 2014
CISD, Instructional Systems Development
Rochester Institute of Technology 1996 — 1998
MS, Career and Human Resource Development
Alfred University 1992 — 1996
BA, Business/Industry Psychology
PayPal May 2014 - Present
PayPal May 2012 - May 2014
PayPal August 2008 - May 2012
HSBC July 2004 - August 2008
Legg Mason December 2003 - July 2004
Metris Companies May 1999 - December 2003
Skills
Performance Management, Applicant Tracking..., Talent Acquisition, Employee Relations, Onboarding, Talent Management, College Recruiting, Recruiting, Employee Engagement, Human Resources, Sourcing, Vendor Management, Training Delivery, Instructor-led Training, Training Needs Analysis, Management, Interviews, Call Centers, Change Management, Employee Training, Training, Leadership
Education
University of Maryland Baltimore County 2012 — 2014
CISD, Instructional Systems Development
Rochester Institute of Technology 1996 — 1998
MS, Career and Human Resource Development
Alfred University 1992 — 1996
BA, Business/Industry Psychology
Craig Pearson's Legg Mason Experience January 1997 - December 1999
Job CoFounder, CEO at Private Wealth Systems.
Industry Information Technology and Services
Experience
Private Wealth Systems, Inc. December 2014 - Present
WealthTouch, Inc. September 2013 - December 2014
WealthTouch, Inc. February 2010 - September 2013
Charles River Development July 2008 - February 2010
Scivantage, Inc. February 2005 - July 2008
Thomson Reuters March 2001 - February 2005
Arthur Andersen January 2000 - December 2001
Legg Mason January 1997 - December 1999
Skills
Sales Management, Private Banking, Private Equity, SaaS, Financial Technology, Financial Turnarounds, New Business Development, Emerging Technologies, Software Sales, Startup Consulting, Consultative Selling, Executive Management, Business Strategy, Negotiation, Portfolio Management, Managed Accounts, SMA, Wealth Management, Trading Systems, Start-ups, Strategy Development, Compliance, Entrepreneurship, Start-up Ventures, Venture Capital, Direct Sales, Team Leadership, Strategic Leadership, International Sales, RIAs, Managing Accounts, Strategy, Selling, Mergers & Acquisitions, Software Industry, Turn Around Management, Financial Services, Hedge Funds, Leadership, Fixed Income, Equities, Trading, Investments, Asset Management, Securities, Alternative Investments, Sales Process, Management, Finance, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Masters in Finance, Finance
Bentley University 1989 — 1992
BS, Finance
Darien High School 1984 — 1987
Private Wealth Systems, Inc. December 2014 - Present
WealthTouch, Inc. September 2013 - December 2014
WealthTouch, Inc. February 2010 - September 2013
Charles River Development July 2008 - February 2010
Scivantage, Inc. February 2005 - July 2008
Thomson Reuters March 2001 - February 2005
Arthur Andersen January 2000 - December 2001
Legg Mason January 1997 - December 1999
Skills
Sales Management, Private Banking, Private Equity, SaaS, Financial Technology, Financial Turnarounds, New Business Development, Emerging Technologies, Software Sales, Startup Consulting, Consultative Selling, Executive Management, Business Strategy, Negotiation, Portfolio Management, Managed Accounts, SMA, Wealth Management, Trading Systems, Start-ups, Strategy Development, Compliance, Entrepreneurship, Start-up Ventures, Venture Capital, Direct Sales, Team Leadership, Strategic Leadership, International Sales, RIAs, Managing Accounts, Strategy, Selling, Mergers & Acquisitions, Software Industry, Turn Around Management, Financial Services, Hedge Funds, Leadership, Fixed Income, Equities, Trading, Investments, Asset Management, Securities, Alternative Investments, Sales Process, Management, Finance, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Masters in Finance, Finance
Bentley University 1989 — 1992
BS, Finance
Darien High School 1984 — 1987
Dayo Obadofin CISA, CISSP, CRISC, CIA, CA, MS, MBA's Legg Mason Experience February 2006 - April 2012
Job Project Manager at St. Michael's Inc.
Industry Information Technology and Services
Experience
St. Michael's Inc. January 2015 - Present
Accenture Federal Services February 2014 - November 2014
T. Curtis & Company, PC October 2012 - January 2014
KPMG - Sub-Contractor (FISMA & FISCAM) April 2013 - September 2013
KPMG - Sub-Contractor (FISMA & FISCAM) April 2012 - August 2012
Legg Mason February 2006 - April 2012
Citizens Bank 2000 - 2005
Skills
CISA, Risk Management, IT Audit, SAS70, Information Security..., Internal Audit, Sarbanes-Oxley Act, Security, Risk Assessment, Network Security, Internal Controls, Information Security, Disaster Recovery, Auditing, NIST, FISMA, COBIT, Business Continuity, Enterprise Risk...
Education
Towson University 2009 — 2011
MS, AIT (Information Security and Assurance)
Rivers State University of Science and Technology 1998 — 2003
MBA, Finance
St. Michael's Inc. January 2015 - Present
Accenture Federal Services February 2014 - November 2014
T. Curtis & Company, PC October 2012 - January 2014
KPMG - Sub-Contractor (FISMA & FISCAM) April 2013 - September 2013
KPMG - Sub-Contractor (FISMA & FISCAM) April 2012 - August 2012
Legg Mason February 2006 - April 2012
Citizens Bank 2000 - 2005
Skills
CISA, Risk Management, IT Audit, SAS70, Information Security..., Internal Audit, Sarbanes-Oxley Act, Security, Risk Assessment, Network Security, Internal Controls, Information Security, Disaster Recovery, Auditing, NIST, FISMA, COBIT, Business Continuity, Enterprise Risk...
Education
Towson University 2009 — 2011
MS, AIT (Information Security and Assurance)
Rivers State University of Science and Technology 1998 — 2003
MBA, Finance
Gregory Glatt's Legg Mason Experience 1997 - 2004
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
Math-Yu Lee's Legg Mason Experience February 2007 - Present
Job Campus Support Manager at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason February 2007 - Present
Legg Mason December 2003 - January 2007
Legg Mason May 2001 - December 2003
Skills
Disaster Recovery, Active Directory, Citrix, Vendor Management, VMware ESX, Visio, Windows Server, VMware, ITIL, Data Center, Security, SharePoint, Troubleshooting, XP, DHCP, Servers, Network Security
Education
American University
The Johns Hopkins University - Carey Business School
Legg Mason February 2007 - Present
Legg Mason December 2003 - January 2007
Legg Mason May 2001 - December 2003
Skills
Disaster Recovery, Active Directory, Citrix, Vendor Management, VMware ESX, Visio, Windows Server, VMware, ITIL, Data Center, Security, SharePoint, Troubleshooting, XP, DHCP, Servers, Network Security
Education
American University
The Johns Hopkins University - Carey Business School
Anthony Guidi's Legg Mason Experience 1995 - 1998
Job Director of Enterprise Solutions at Digital Innovation
Industry Information Technology and Services
Experience
Digital Innovation January 2015 - Present
Guidi Enterprises December 2008 - December 2014
SAIC (formerly SM Consulting) August 1999 - November 2008
SilverLake Technologies 1998 - 1999
Legg Mason 1995 - 1998
Cap Gemini Sogeti 1992 - 1995
Skills
Information Technology, Integration, Business Analysis, PMP, Microsoft Certified..., Requirements Analysis, SDLC, jQuery, VB.NET, .NET, SharePoint, Web Services, Program Management, Enterprise Architecture, Business Process, Software Development, Software Project..., Project Portfolio..., XML, Agile Methodologies, Microsoft SQL Server, IT Strategy, Visual Studio, SOA, Business Intelligence, Project Management, Solution Architecture, Cloud Computing, Oracle, Business Process..., Security, SSRS, Vendor Management, SSIS, PMO, ASP.NET
Education
Hofstra University 1990 — 1992
MBA, Information Systems
Binghamton University - School of Management 1986 — 1990
BS, Finance
Digital Innovation January 2015 - Present
Guidi Enterprises December 2008 - December 2014
SAIC (formerly SM Consulting) August 1999 - November 2008
SilverLake Technologies 1998 - 1999
Legg Mason 1995 - 1998
Cap Gemini Sogeti 1992 - 1995
Skills
Information Technology, Integration, Business Analysis, PMP, Microsoft Certified..., Requirements Analysis, SDLC, jQuery, VB.NET, .NET, SharePoint, Web Services, Program Management, Enterprise Architecture, Business Process, Software Development, Software Project..., Project Portfolio..., XML, Agile Methodologies, Microsoft SQL Server, IT Strategy, Visual Studio, SOA, Business Intelligence, Project Management, Solution Architecture, Cloud Computing, Oracle, Business Process..., Security, SSRS, Vendor Management, SSIS, PMO, ASP.NET
Education
Hofstra University 1990 — 1992
MBA, Information Systems
Binghamton University - School of Management 1986 — 1990
BS, Finance
Aditi Agarwal, PHR's Legg Mason Experience October 2007 - Present
Job Corporate Technical Recruiter at Legg Mason
Industry Staffing and Recruiting
Experience
Legg Mason October 2007 - Present
Aerotek Engineering November 2005 - October 2007
Education
Amity Business School
BS in Business Administration, Marketing
Times School of Marketing
PGDMM, Marketing Management
Legg Mason October 2007 - Present
Aerotek Engineering November 2005 - October 2007
Education
Amity Business School
BS in Business Administration, Marketing
Times School of Marketing
PGDMM, Marketing Management
Bruce Knight's Legg Mason Experience July 2005 - January 2010
Job ITIL Service Management, Business Continuity Planning/Support and Program Management
Industry Information Technology and Services
Experience
Morgan Stanley June 2010 - January 2013
Legg Mason July 2005 - January 2010
Citigroup Asset Management May 2003 - July 2005
Citigroup Asset Management February 2001 - May 2003
Citigroup Asset Management September 1998 - February 2001
Health Management Systems October 1995 - September 1998
Health Management Systems March 1992 - October 1995
Skills
Business Continuity..., Service-Now, IT Service Management, Problem Management, Incident Management, Technology Change...
Education
City University of New York-Baruch College 1998 — 1999
Information Technology
New York University 1987 — 1989
Information Technology
Morgan Stanley June 2010 - January 2013
Legg Mason July 2005 - January 2010
Citigroup Asset Management May 2003 - July 2005
Citigroup Asset Management February 2001 - May 2003
Citigroup Asset Management September 1998 - February 2001
Health Management Systems October 1995 - September 1998
Health Management Systems March 1992 - October 1995
Skills
Business Continuity..., Service-Now, IT Service Management, Problem Management, Incident Management, Technology Change...
Education
City University of New York-Baruch College 1998 — 1999
Information Technology
New York University 1987 — 1989
Information Technology
Diane Robertson's Legg Mason Experience January 2011 - Present
Job Managing Director at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2011 - Present
Legg Mason December 2005 - December 2010
Citigroup May 2001 - December 2005
Deutsche Bank June 1999 - May 2001
Bankers Trust October 1988 - June 1999
Skills
Equities, Fixed Income, Asset Management, GIPS Compliance, Investments, Portfolio Management, Investment Management, Wealth Management, Six Sigma, Lean Tools, Green Belt, Yellow Belt, Mutual Funds, Performance Measurement, Performance Attribution, GIPS, Organizational..., Training Delivery, Employee Training, Talent Management, Alternative Investments, Asset Allocation, Securities, IT Financial Management, Hedge Funds, Financial Services, IT contract negotiation, Vendor Management, Asset Managment, Finance, New Business Development, Private Equity
Education
Alfred University 1984 — 1988
BA, Finance
Legg Mason January 2011 - Present
Legg Mason December 2005 - December 2010
Citigroup May 2001 - December 2005
Deutsche Bank June 1999 - May 2001
Bankers Trust October 1988 - June 1999
Skills
Equities, Fixed Income, Asset Management, GIPS Compliance, Investments, Portfolio Management, Investment Management, Wealth Management, Six Sigma, Lean Tools, Green Belt, Yellow Belt, Mutual Funds, Performance Measurement, Performance Attribution, GIPS, Organizational..., Training Delivery, Employee Training, Talent Management, Alternative Investments, Asset Allocation, Securities, IT Financial Management, Hedge Funds, Financial Services, IT contract negotiation, Vendor Management, Asset Managment, Finance, New Business Development, Private Equity
Education
Alfred University 1984 — 1988
BA, Finance
Jennifer (Stanhewicz) Debrosky's Legg Mason Experience September 2009 - November 2010
Job Head of Strategic Analysis at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management November 2010 - Present
Legg Mason September 2009 - November 2010
Legg Mason December 2007 - November 2010
The Capital Group / Capital Guardian Trust Company 2000 - 2007
Capital Group 1997 - 2007
American Funds 1997 - 2000
Wakeman Boys & Girls Club 1993 - 1996
Skills
Competitive Analysis, Strategy, Market Research, Mutual Funds, Investments, CRM, Analytics, Fixed Income, Asset Management, Management, Product Management, Equities, Marketing Strategy, Marketing, Analysis, Management Consulting, Asset Managment, Cross-functional Team..., Vendor Management, Financial Services, Defined Contribution, Defined Benefit, Institutional..., Investment Management, Series 7
Education
Loyola Marymount University 1997 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Elementary Education
Fairfield High School/Roger Ludlowe 1985 — 1989
Tomlinson Middle School
Voya Investment Management November 2010 - Present
Legg Mason September 2009 - November 2010
Legg Mason December 2007 - November 2010
The Capital Group / Capital Guardian Trust Company 2000 - 2007
Capital Group 1997 - 2007
American Funds 1997 - 2000
Wakeman Boys & Girls Club 1993 - 1996
Skills
Competitive Analysis, Strategy, Market Research, Mutual Funds, Investments, CRM, Analytics, Fixed Income, Asset Management, Management, Product Management, Equities, Marketing Strategy, Marketing, Analysis, Management Consulting, Asset Managment, Cross-functional Team..., Vendor Management, Financial Services, Defined Contribution, Defined Benefit, Institutional..., Investment Management, Series 7
Education
Loyola Marymount University 1997 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Elementary Education
Fairfield High School/Roger Ludlowe 1985 — 1989
Tomlinson Middle School
Sam Marciano's Legg Mason Experience October 2011 - Present
Job Director, SMA Product Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2011 - Present
Legg Mason December 2006 - October 2011
Legg Mason July 2005 - December 2006
Citigroup Asset Management February 2003 - July 2005
Morgan Stanley June 2001 - December 2002
Skills
Separately Managed..., Series 7, Mutual Funds, Series 24, ETFs, Uniform Combined State..., Product Management, Sales Management, Investment Management, Investment Strategies, Securities, Wealth Management, Series 63, Series 65, 529 Plans, Closed-end Funds, Business Management, Management, Series 66, Series 31, Series 51, Asset Management
Education
Alvernia College 1997 — 2001
BA, Business Management
Legg Mason October 2011 - Present
Legg Mason December 2006 - October 2011
Legg Mason July 2005 - December 2006
Citigroup Asset Management February 2003 - July 2005
Morgan Stanley June 2001 - December 2002
Skills
Separately Managed..., Series 7, Mutual Funds, Series 24, ETFs, Uniform Combined State..., Product Management, Sales Management, Investment Management, Investment Strategies, Securities, Wealth Management, Series 63, Series 65, 529 Plans, Closed-end Funds, Business Management, Management, Series 66, Series 31, Series 51, Asset Management
Education
Alvernia College 1997 — 2001
BA, Business Management
Trish Hall's Legg Mason Experience April 1997 - March 1998
Job Economist, FDA
Industry Government Administration
Experience
FDA September 2011 - Present
FDA August 2010 - September 2011
EPA March 1998 - September 2010
Legg Mason April 1997 - March 1998
Merrill Lynch 1996 - 1997
Skills
Regulatory Analysis, Policy Analysis, Public Policy, Regulations, Environmental Policy, Government, Policy, Data Analysis, Program Evaluation, Research, Stata, Environmental Awareness, Capacity Building, Federal Government, International..., Analysis
Education
American University 1995 — 1997
M.A, Applied Economics
University of Delaware 1988 — 1992
BA, International Relations and Economics
FDA September 2011 - Present
FDA August 2010 - September 2011
EPA March 1998 - September 2010
Legg Mason April 1997 - March 1998
Merrill Lynch 1996 - 1997
Skills
Regulatory Analysis, Policy Analysis, Public Policy, Regulations, Environmental Policy, Government, Policy, Data Analysis, Program Evaluation, Research, Stata, Environmental Awareness, Capacity Building, Federal Government, International..., Analysis
Education
American University 1995 — 1997
M.A, Applied Economics
University of Delaware 1988 — 1992
BA, International Relations and Economics
Dhruv Oberoi's Legg Mason Experience 2005 - 2006
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi July 2006 - March 2009
Legg Mason 2005 - 2006
Salomon Smith Barney/Citi 1998 - 2005
Sanford C. Bernstein 1997 - 1998
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Finance
University of Iowa 1993 — 1996
BBA, Finance
Citi July 2006 - March 2009
Legg Mason 2005 - 2006
Salomon Smith Barney/Citi 1998 - 2005
Sanford C. Bernstein 1997 - 1998
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Finance
University of Iowa 1993 — 1996
BBA, Finance
Shannon Blair's Legg Mason Experience 2007 - 2008
Job Application System Analyst at University of Maryland Medical System
Industry Hospital & Health Care
Experience
The University of Maryland Medical System November 2014 - Present
University of Maryland Medical System December 2013 - November 2014
University of Maryland Medical Center December 2010 - December 2013
University of Maryland Medical Center April 2009 - December 2010
University of Maryland Medical Center September 2008 - April 2009
Legg Mason 2007 - 2008
Maxim Healthcare Services June 2002 - March 2007
Skills
Employee Benefits, Healthcare, Human Resources, Healthcare Management, Hospitals, HIPAA, PeopleSoft, Benefits Administration, Medicare, HRIS, HRIS Database Management, Lawson HRIS, Epic Systems, ADP Payroll, Medical Terminology, Policy, Payroll, Performance Management, Training
Education
Anne Arundel Community College 2012 — 2014
Degree in Progress, General Technology
Miller Motte Business College 1989 — 1990
Certification, Medical Office Administration Assistant
The University of Maryland Medical System November 2014 - Present
University of Maryland Medical System December 2013 - November 2014
University of Maryland Medical Center December 2010 - December 2013
University of Maryland Medical Center April 2009 - December 2010
University of Maryland Medical Center September 2008 - April 2009
Legg Mason 2007 - 2008
Maxim Healthcare Services June 2002 - March 2007
Skills
Employee Benefits, Healthcare, Human Resources, Healthcare Management, Hospitals, HIPAA, PeopleSoft, Benefits Administration, Medicare, HRIS, HRIS Database Management, Lawson HRIS, Epic Systems, ADP Payroll, Medical Terminology, Policy, Payroll, Performance Management, Training
Education
Anne Arundel Community College 2012 — 2014
Degree in Progress, General Technology
Miller Motte Business College 1989 — 1990
Certification, Medical Office Administration Assistant
Bharath Raju's Legg Mason Experience December 2005 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2005 - Present
Citigroup Asset Management June 1999 - December 2005
Citicorp Information Technology Industries Ltd. September 1995 - April 1998
Skills
SDLC, Management, SOA, Equities, Fixed Income, Vendor Management, ETL, Scrum, Oracle, Cloud Computing, Back Office, XML, JavaScript, Asset Management, Derivatives, Securities, Bloomberg, Hadoop, Leadership, Financial Services, Requirements Analysis, Perl, Project Management, Risk Management, Trading, Sybase, UML, Business Analysis, Investment Management, Web Services, Web Applications, Cross-functional Team..., Databases, Analysis, Portfolio Management, Microsoft SQL Server, Trading Systems, Software Project..., Market Data, Security
Education
Bharathiar University 1991 — 1995
Bachelor of Engineering, Computer Science
Legg Mason December 2005 - Present
Citigroup Asset Management June 1999 - December 2005
Citicorp Information Technology Industries Ltd. September 1995 - April 1998
Skills
SDLC, Management, SOA, Equities, Fixed Income, Vendor Management, ETL, Scrum, Oracle, Cloud Computing, Back Office, XML, JavaScript, Asset Management, Derivatives, Securities, Bloomberg, Hadoop, Leadership, Financial Services, Requirements Analysis, Perl, Project Management, Risk Management, Trading, Sybase, UML, Business Analysis, Investment Management, Web Services, Web Applications, Cross-functional Team..., Databases, Analysis, Portfolio Management, Microsoft SQL Server, Trading Systems, Software Project..., Market Data, Security
Education
Bharathiar University 1991 — 1995
Bachelor of Engineering, Computer Science
Liane Jones's Legg Mason Experience May 2001 - February 2006
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Jared Tishman's Legg Mason Experience October 2005 - January 2008
Job Vice President Global Investments Product & Platform
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Ernst & Young February 2011 - May 2014
Legg Mason Asset Management 2005 - February 2011
Legg Mason October 2005 - January 2008
Skills
Corporate Actions, Securities, Bloomberg, Equities, Fixed Income, Asset Managment, ETFs, Mutual Funds, Project Management, Business Process..., Business Process Design, Management Consulting, Risk Management, Fund Of Funds, Hedge Funds, Financial Services, Fund Accounting
Education
Binghamton University - School of Management
J.P. Morgan June 2014 - Present
Ernst & Young February 2011 - May 2014
Legg Mason Asset Management 2005 - February 2011
Legg Mason October 2005 - January 2008
Skills
Corporate Actions, Securities, Bloomberg, Equities, Fixed Income, Asset Managment, ETFs, Mutual Funds, Project Management, Business Process..., Business Process Design, Management Consulting, Risk Management, Fund Of Funds, Hedge Funds, Financial Services, Fund Accounting
Education
Binghamton University - School of Management
J. Noel Juguilon's Legg Mason Experience 2001 - 2007
Job Finance Manager, Foundation and System Philanthropy at The MetroHealth System
Industry Financial Services
Experience
The MetroHealth System December 2014 - Present
Goldman Sachs 2007 - 2013
Legg Mason 2001 - 2007
OFFITBANK 2000 - 2001
Deutsche Bank 1998 - 2000
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA)
Fordham University 1991 — 1995
BS
The MetroHealth System December 2014 - Present
Goldman Sachs 2007 - 2013
Legg Mason 2001 - 2007
OFFITBANK 2000 - 2001
Deutsche Bank 1998 - 2000
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA)
Fordham University 1991 — 1995
BS
John DeMartino's Legg Mason Experience January 2002 - June 2006
Job Director of Operations at GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management January 2011 - Present
IntegriDATA Business & Technology Solutions, LLC. April 2008 - December 2010
Stone Harbor Investment Partners July 2006 - April 2008
Legg Mason January 2002 - June 2006
Citigroup October 1994 - December 2001
Salomon Brothers August 1986 - September 1994
Arthur Andersen & Co. September 1983 - August 1985
Education
Adelphi University
MBA w/ Distinction, Corporate Finance and Investments
Adelphi University
BBA, Accounting
GoldenTree Asset Management January 2011 - Present
IntegriDATA Business & Technology Solutions, LLC. April 2008 - December 2010
Stone Harbor Investment Partners July 2006 - April 2008
Legg Mason January 2002 - June 2006
Citigroup October 1994 - December 2001
Salomon Brothers August 1986 - September 1994
Arthur Andersen & Co. September 1983 - August 1985
Education
Adelphi University
MBA w/ Distinction, Corporate Finance and Investments
Adelphi University
BBA, Accounting
Dale Hoffman's Legg Mason Experience 1994 - 2006
Job Managing Director Fixed Income Trading at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2010 - Present
BMO Capital Markets May 2010 - Present
Legg Mason 1994 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
Skills
Capital Markets, Retirement Planning, Bloomberg, Investments, Fixed Income, Bonds, Series 7, Equities, Investment Banking, Hedge Funds, Trading, Financial Markets, Structured Products, Derivatives, Alternative Investments, Securities
Education
Saint John's University 1983 — 1985
MBA, Finance
Binghamton University 1978 — 1981
BS, Finance
BMO Capital Markets May 2010 - Present
BMO Capital Markets May 2010 - Present
Legg Mason 1994 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
Skills
Capital Markets, Retirement Planning, Bloomberg, Investments, Fixed Income, Bonds, Series 7, Equities, Investment Banking, Hedge Funds, Trading, Financial Markets, Structured Products, Derivatives, Alternative Investments, Securities
Education
Saint John's University 1983 — 1985
MBA, Finance
Binghamton University 1978 — 1981
BS, Finance
Rick Cortellessa's Legg Mason Experience June 2000 - December 2007
Job Regional Retirement Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management December 2007 - Present
Goldman Sachs 2007 - Present
Legg Mason June 2000 - December 2007
The Copeland Companies October 1984 - June 2000
Skills
Retirement, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Wealth Management, Private Equity, Due Diligence, Investment Management, Financial Markets, Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Asset Allocation, 401k, Asset Management
Education
American University - Kogod School of Business 1980 — 1984
Finance
The American University - DC
Finance and Financial Management Services
Goldman Sachs Asset Management December 2007 - Present
Goldman Sachs 2007 - Present
Legg Mason June 2000 - December 2007
The Copeland Companies October 1984 - June 2000
Skills
Retirement, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Wealth Management, Private Equity, Due Diligence, Investment Management, Financial Markets, Retirement Planning, Securities, Mutual Funds, Series 7, Series 63, Asset Allocation, 401k, Asset Management
Education
American University - Kogod School of Business 1980 — 1984
Finance
The American University - DC
Finance and Financial Management Services
Madhavi Chakka's Legg Mason Experience January 2007 - December 2008
Job Senior Investment Management Compliance Officer
Industry Financial Services
Experience
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Debjani Bose's Legg Mason Experience 2001 - 2003
Job MBA student at Arizona State University, W. P. Carey School of Business
Industry Financial Services
Experience
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
John Zevitas's Legg Mason Experience July 2014 - Present
Job Associate General Counsel at Legg Mason
Industry Law Practice
Experience
Legg Mason July 2014 - Present
Attentive Law Group, PLLC September 2012 - July 2014
Martin F. McMahon & Associates August 2011 - June 2012
U.S. Patent and Trademark Office (USPTO), Office of the Administrator for Policy & External Affairs January 2011 - May 2011
U.S. Copyright Office, Office of General Counsel September 2010 - December 2010
American Intellectual Property Law Association May 2010 - September 2010
Republican Governors Association May 2010 - August 2010
Alliance of Artists & Recording Companies January 2010 - April 2010
Transnational Business Attorneys Group July 2009 - August 2009
Bob McDonnell for Governor June 2009 - July 2009
Skills
Legal Research, Public Policy, Litigation, Legal Writing, Politics, Intellectual Property, Appeals, Civil Litigation, Corporate Law, Research, Personal Injury, Legislation, Trademarks, Courts, Arbitration, Trials, Political Campaigns, Commercial Litigation, Patents, Copyright Law, Policy
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
JD
American University 2004 — 2008
Bachelor of Arts, Major: Political Science, Minor: Marketing
Legg Mason July 2014 - Present
Attentive Law Group, PLLC September 2012 - July 2014
Martin F. McMahon & Associates August 2011 - June 2012
U.S. Patent and Trademark Office (USPTO), Office of the Administrator for Policy & External Affairs January 2011 - May 2011
U.S. Copyright Office, Office of General Counsel September 2010 - December 2010
American Intellectual Property Law Association May 2010 - September 2010
Republican Governors Association May 2010 - August 2010
Alliance of Artists & Recording Companies January 2010 - April 2010
Transnational Business Attorneys Group July 2009 - August 2009
Bob McDonnell for Governor June 2009 - July 2009
Skills
Legal Research, Public Policy, Litigation, Legal Writing, Politics, Intellectual Property, Appeals, Civil Litigation, Corporate Law, Research, Personal Injury, Legislation, Trademarks, Courts, Arbitration, Trials, Political Campaigns, Commercial Litigation, Patents, Copyright Law, Policy
Education
The Catholic University of America, Columbus School of Law 2008 — 2011
JD
American University 2004 — 2008
Bachelor of Arts, Major: Political Science, Minor: Marketing
Alyson Luszcz's Legg Mason Experience November 2006 - Present
Job College Savings Client Services Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2006 - Present
Legg Mason March 2004 - November 2006
Smith Barney April 2001 - March 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Separately Managed..., Retirement Planning, Investments, Asset Management, Retirement, Investment Advisory, Equities, Fixed Income, Securities
Education
Saint John's University 1994 — 1997
Bachelor of Science (BS), Elementary Education and Teaching
Bentley College 1992 — 1994
Accounting and Finance
Legg Mason November 2006 - Present
Legg Mason March 2004 - November 2006
Smith Barney April 2001 - March 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Separately Managed..., Retirement Planning, Investments, Asset Management, Retirement, Investment Advisory, Equities, Fixed Income, Securities
Education
Saint John's University 1994 — 1997
Bachelor of Science (BS), Elementary Education and Teaching
Bentley College 1992 — 1994
Accounting and Finance
Madhavi Chakka's Legg Mason Experience January 2007 - Present
Job Consultant at Legg Mason
Industry Investment Management
Experience
Legg Mason January 2007 - Present
Merrill Lynch Investment Managers January 2006 - December 2006
Saskatchewan Learning May 2003 - June 2005
Alderwoods September 2001 - September 2002
Globetech Ventures Inc April 1999 - September 2001
Education
Kingston College 2001 — 2003
Masters, Information Technology
Acharya Nagarjuna University 1994 — 1996
Masters, Commerce
Legg Mason January 2007 - Present
Merrill Lynch Investment Managers January 2006 - December 2006
Saskatchewan Learning May 2003 - June 2005
Alderwoods September 2001 - September 2002
Globetech Ventures Inc April 1999 - September 2001
Education
Kingston College 2001 — 2003
Masters, Information Technology
Acharya Nagarjuna University 1994 — 1996
Masters, Commerce
Ajay Taneja's Legg Mason Experience AnalystCitigroup1998 - 2003
Job Senior Systems Trade Support Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason AnalystCitigroup1998 - 2003
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Legg Mason AnalystCitigroup1998 - 2003
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Barbara B. Brooks's Legg Mason Experience 2008 - 2009
Job Vice President,The Center for Professional Excellence@ Prudential Annuities
Industry Financial Services
Experience
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Prudential Financial 2009 - Present
Legg Mason 2008 - 2009
Prudential Annuities 2008 - 2009
SIFMA 2000 - 2009
Metlife March 2004 - March 2008
UBS/PaineWebber 1995 - March 2004
Kidder Peabody February 1992 - January 1995
Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist
The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist
Seth Hamed , CFA's Legg Mason Experience December 1997 - December 2005
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2005 - Present
Legg Mason December 1997 - December 2005
Alex. Brown 1993 - 1997
Mercantile Bank and Trust 1989 - 1993
Skills
Portfolio Management, Equity Research, Equities, Investments, Asset Management, Hedge Funds, Financial Modeling, Trading, Valuation, Alternative Investments
Education
Boston College 1985 — 1989
BA, Econ / Computer Science
Loyola High School Blakefield 1980 — 1985
Stifel Nicolaus December 2005 - Present
Legg Mason December 1997 - December 2005
Alex. Brown 1993 - 1997
Mercantile Bank and Trust 1989 - 1993
Skills
Portfolio Management, Equity Research, Equities, Investments, Asset Management, Hedge Funds, Financial Modeling, Trading, Valuation, Alternative Investments
Education
Boston College 1985 — 1989
BA, Econ / Computer Science
Loyola High School Blakefield 1980 — 1985
Paul Azzaro's Legg Mason Experience December 2000 - November 2005
Job Vice President at Janney Montgomery Scott,LLC
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Janney Montgomery Scott March 2009 - Present
Janney Montgomery Scott LLC February 2009 - Present
Legg Mason December 2000 - November 2005
Raymond James Financial August 1996 - December 2000
EF Hutton April 1983 - November 1989
Education
Adelphi University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Jamie Chiu, CFA's Legg Mason Experience April 2015 - Present
Job Product Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2015 - Present
MSCI Inc. August 2008 - April 2015
Wilshire Associates December 2006 - July 2008
Wilshire Associates October 2004 - December 2006
American International Group September 2003 - September 2004
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Asset Management, Capital Markets, Risk Management, Financial Analysis, Asset Allocation, Investments
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Legg Mason April 2015 - Present
MSCI Inc. August 2008 - April 2015
Wilshire Associates December 2006 - July 2008
Wilshire Associates October 2004 - December 2006
American International Group September 2003 - September 2004
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Asset Management, Capital Markets, Risk Management, Financial Analysis, Asset Allocation, Investments
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Michelle Timmerman's Legg Mason Experience 1997 - 1998
Job Settlement Officer/Closing Agent/Notary
Industry Real Estate
Experience
Michelle M Timmerman August 2014 - Present
Raptor Trading Systems April 2010 - February 2012
Tek Systems October 2009 - December 2010
MM Timmerman Inc September 2008 - April 2009
Legg Mason 1997 - 1998
Skills
Team Building, Requirements Gathering, Business Analysis, SharePoint, Contract Recruitment, Technical Recruiting, Process Improvement, Electronic Trading, Account Management, Recruiting, ITIL, CRM, Strategic Planning
Education
Averett University 1993 — 1995
B.S., Equestrian Studies
Michelle M Timmerman August 2014 - Present
Raptor Trading Systems April 2010 - February 2012
Tek Systems October 2009 - December 2010
MM Timmerman Inc September 2008 - April 2009
Legg Mason 1997 - 1998
Skills
Team Building, Requirements Gathering, Business Analysis, SharePoint, Contract Recruitment, Technical Recruiting, Process Improvement, Electronic Trading, Account Management, Recruiting, ITIL, CRM, Strategic Planning
Education
Averett University 1993 — 1995
B.S., Equestrian Studies
Lawrence Hufty's Legg Mason Experience 1997 - 2005
Job President at Larlin Enterprise, Inc
Industry Financial Services
Experience
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
Tom Cain's Legg Mason Experience September 1992 - August 1995
Job Management Opportunities
Industry Oil & Energy
Experience
Land/Estate Management 1996 - Present
SWBC Wealth Management May 2012 - April 2014
Wells Fargo Advisors, LLC February 2011 - May 2012
Exceed, LLC. July 2010 - May 2011
Glass Doctor of Houston October 2005 - January 2010
SWS FINANCIAL SERVICES January 1997 - October 2005
Harris, Webb, & Garrison August 1995 - January 1997
Legg Mason September 1992 - August 1995
Lab Products, Inc August 1990 - September 1992
Lehman Brothers August 1988 - August 1990
Skills
Investment Advisory, Investments, Wealth Management, Asset Managment, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Asset Allocation, Capital Markets, Financial Advisory, Trust Management, Real Property, Agribusiness, Minerals, Finance, Investment Strategies, Asset Management, Investment Banking, Strategic Planning, Leadership, Retirement, Banking, Managerial Finance, Budgets, Management, Negotiation, Contract Negotiation, Financial Planning
Education
Baylor University - Hankamer School of Business 1986 — 1988
MBA, Capital Markets
Baylor University 1982 — 1986
BBA, Real Estate/Finance
University of London 1985 — 1985
Coursework, International Finance
Memorial High School 1978 — 1982
Land/Estate Management 1996 - Present
SWBC Wealth Management May 2012 - April 2014
Wells Fargo Advisors, LLC February 2011 - May 2012
Exceed, LLC. July 2010 - May 2011
Glass Doctor of Houston October 2005 - January 2010
SWS FINANCIAL SERVICES January 1997 - October 2005
Harris, Webb, & Garrison August 1995 - January 1997
Legg Mason September 1992 - August 1995
Lab Products, Inc August 1990 - September 1992
Lehman Brothers August 1988 - August 1990
Skills
Investment Advisory, Investments, Wealth Management, Asset Managment, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Asset Allocation, Capital Markets, Financial Advisory, Trust Management, Real Property, Agribusiness, Minerals, Finance, Investment Strategies, Asset Management, Investment Banking, Strategic Planning, Leadership, Retirement, Banking, Managerial Finance, Budgets, Management, Negotiation, Contract Negotiation, Financial Planning
Education
Baylor University - Hankamer School of Business 1986 — 1988
MBA, Capital Markets
Baylor University 1982 — 1986
BBA, Real Estate/Finance
University of London 1985 — 1985
Coursework, International Finance
Memorial High School 1978 — 1982
Kimberly Krol's Legg Mason Experience 2011 - Present
Job Sales Service Associate
Industry Financial Services
Experience
Legg Mason 2011 - Present
UBS Wealth Management June 2008 - January 2011
ProFlowers May 2008 - January 2011
Kelly Services February 2007 - March 2008
Bear Stearns May 2000 - January 2007
Time Warner Book Group June 2005 - March 2006
Farrar, Straus and Giroux September 2003 - June 2005
Education
Barnard College 1998 — 2008
BA
New York University 2004 — 2005
Certificate
New York University 2003 — 2003
Certificate
Middlesex University 2001 — 2001
Certificate
Pontificia Universidad Católica del Perú 1999 — 1999
Certificate
Legg Mason 2011 - Present
UBS Wealth Management June 2008 - January 2011
ProFlowers May 2008 - January 2011
Kelly Services February 2007 - March 2008
Bear Stearns May 2000 - January 2007
Time Warner Book Group June 2005 - March 2006
Farrar, Straus and Giroux September 2003 - June 2005
Education
Barnard College 1998 — 2008
BA
New York University 2004 — 2005
Certificate
New York University 2003 — 2003
Certificate
Middlesex University 2001 — 2001
Certificate
Pontificia Universidad Católica del Perú 1999 — 1999
Certificate
Maya Repnik's Legg Mason Experience December 2005 - Present
Job Data Manager at Legg Mason
Industry Investment Banking
Experience
Legg Mason December 2005 - Present
Citgroup December 1999 - December 2005
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Computer Information System
Legg Mason December 2005 - Present
Citgroup December 1999 - December 2005
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Computer Information System
Niaz AllahBaksh's Legg Mason Experience May 2005 - Present
Job Sr Java Programmer / Lead at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2005 - Present
Cydent 2000 - 2005
Education
Bangalore University 2003 — 2008
BE, Computer Science
Justice Basheer Ahmed Met High Sec School 1991 — 1997
BS Computer Science
Legg Mason May 2005 - Present
Cydent 2000 - 2005
Education
Bangalore University 2003 — 2008
BE, Computer Science
Justice Basheer Ahmed Met High Sec School 1991 — 1997
BS Computer Science
Savitri Loganathan's Legg Mason Experience April 2005 - November 2006
Job Analytical Reporting Services Consultant at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2008 - April 2013
Third Avenue Management November 2006 - June 2008
Legg Mason April 2005 - November 2006
Morgan Stanley December 1998 - April 2005
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Northern Trust August 2008 - April 2013
Third Avenue Management November 2006 - June 2008
Legg Mason April 2005 - November 2006
Morgan Stanley December 1998 - April 2005
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Robert Brault's Legg Mason Experience 2005 - Present
Job Managing Director Mutual Fund Administration at Legg Mason
Industry Financial Services
Experience
Legg Mason 2005 - Present
Citigroup 2000 - 2005
Investors Capital 1999 - 2000
Oppenheimer Capital 1989 - 1999
dreyfus 1987 - 1988
Education
Adelphi University 1992 — 1996
mba, finance
State University of New York College at Brockport 1983 — 1987
bs, accounting/finance
Legg Mason 2005 - Present
Citigroup 2000 - 2005
Investors Capital 1999 - 2000
Oppenheimer Capital 1989 - 1999
dreyfus 1987 - 1988
Education
Adelphi University 1992 — 1996
mba, finance
State University of New York College at Brockport 1983 — 1987
bs, accounting/finance
Allen Reed's Legg Mason Experience 2006 - Present
Job Board Director at Legg Mason
Industry Investment Management
Experience
Morgan Stanley Mutual Funds 2006 - Present
Legg Mason 2006 - Present
Iron Horse Ventures, LLC 2005 - Present
Legg Mason 2012 - 2013
Aetos Capital 2006 - 2011
iShares 1999 - 2006
GM Trust Company 1997 - 2006
GM Asset Management 1994 - 2006
FLIR Systems 1991 - 2001
The Taubman Company 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Mutual Funds, Asset Management, Corporate Finance, Investment Management, Private Equity, Investment Strategies, Venture Capital, Wealth Management, Series 7, Structured Products, Investor Relations, Financial Markets, Fixed Income, Due Diligence, Options, Capital Markets, Risk Management, Bloomberg, Valuation, Asset Allocation, Securities, Portfolio Management, Finance, Investment Advisory, Equity Research, Derivatives, Mergers & Acquisitions, Financial Modeling, Emerging Markets
Education
Georgia State University 1972 — 1974
Master of Business Administration (MBA), Finance, General
Auburn University 1965 — 1970
BAA, School of Engineering
Morgan Stanley Mutual Funds 2006 - Present
Legg Mason 2006 - Present
Iron Horse Ventures, LLC 2005 - Present
Legg Mason 2012 - 2013
Aetos Capital 2006 - 2011
iShares 1999 - 2006
GM Trust Company 1997 - 2006
GM Asset Management 1994 - 2006
FLIR Systems 1991 - 2001
The Taubman Company 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Mutual Funds, Asset Management, Corporate Finance, Investment Management, Private Equity, Investment Strategies, Venture Capital, Wealth Management, Series 7, Structured Products, Investor Relations, Financial Markets, Fixed Income, Due Diligence, Options, Capital Markets, Risk Management, Bloomberg, Valuation, Asset Allocation, Securities, Portfolio Management, Finance, Investment Advisory, Equity Research, Derivatives, Mergers & Acquisitions, Financial Modeling, Emerging Markets
Education
Georgia State University 1972 — 1974
Master of Business Administration (MBA), Finance, General
Auburn University 1965 — 1970
BAA, School of Engineering
Stephanie Benton's Legg Mason Experience February 2015 - Present
Job 1940 Act Sr. Legal Special
Industry Financial Services
Experience
Legg Mason February 2015 - Present
Virtus Investment Partners December 2010 - February 2015
State Street Corp September 2007 - November 2010
Mass Mutual November 2005 - May 2007
Aetna Life Insurance Company March 2002 - December 2004
Aetna Inc July 1999 - March 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Insurance, Investments, Financial Services, Investment Advisory, Legal Assistance
Education
Bay Path University
Certificate & Associate, Legal Studies
Western New England University
Bachelor of Arts, Sociology
Legg Mason February 2015 - Present
Virtus Investment Partners December 2010 - February 2015
State Street Corp September 2007 - November 2010
Mass Mutual November 2005 - May 2007
Aetna Life Insurance Company March 2002 - December 2004
Aetna Inc July 1999 - March 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Insurance, Investments, Financial Services, Investment Advisory, Legal Assistance
Education
Bay Path University
Certificate & Associate, Legal Studies
Western New England University
Bachelor of Arts, Sociology
Jody-Ann Strachan, EA's Legg Mason Experience September 2006 - December 2006
Job Senior Fund Accountant
Industry Financial Services
Experience
SS&C Technologies September 2013 - Present
State Street April 2011 - August 2013
State Street June 2007 - April 2011
Lord Abbett & Company September 2006 - May 2007
Legg Mason September 2006 - December 2006
TIAA-CREF June 2006 - August 2006
France Telecom February 2006 - April 2006
AlgoOpVantage 2006 - 2006
Time Inc. September 2004 - January 2005
Standard & Poor's 2005 - 2005
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Valuation, Investments, Derivatives, Portfolio Management, Due Diligence, Financial Services, Microsoft Excel, Tax Preparation, Tax Advisory, Accounting
Education
Boston University 2008 — 2010
Masters, Banking & Financial Services Management
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Finance & Investments
Brooklyn Technical High School 1999 — 2003
SS&C Technologies September 2013 - Present
State Street April 2011 - August 2013
State Street June 2007 - April 2011
Lord Abbett & Company September 2006 - May 2007
Legg Mason September 2006 - December 2006
TIAA-CREF June 2006 - August 2006
France Telecom February 2006 - April 2006
AlgoOpVantage 2006 - 2006
Time Inc. September 2004 - January 2005
Standard & Poor's 2005 - 2005
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Valuation, Investments, Derivatives, Portfolio Management, Due Diligence, Financial Services, Microsoft Excel, Tax Preparation, Tax Advisory, Accounting
Education
Boston University 2008 — 2010
Masters, Banking & Financial Services Management
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Finance & Investments
Brooklyn Technical High School 1999 — 2003
Ted Slevin's Legg Mason Experience August 2007 - April 2009
Job Associate at Fried Frank
Industry Law Practice
Experience
Fried Frank July 2015 - Present
Kagan Lubic Lepper Finkelstein & Gold, LLP September 2013 - Present
Beigelman, Feldman, Golinski, Reedy + Senouf PLLC January 2013 - May 2013
Beigelman, Feiner & Feldman, P.C. May 2012 - January 2013
Atlantic Records January 2012 - May 2012
Superior Court of New Jersey May 2011 - August 2011
Cinetic Rights Management (FilmBuff) January 2011 - May 2011
Children's Aid Society 2009 - 2010
Legg Mason August 2007 - April 2009
Skills
Legal Writing, Finance, Legal Research, Sales, Litigation, Westlaw, CRM, Civil Litigation, Corporate Law, Mediation, Licensing, Intellectual Property, Lexis, Copyright Law, Trademarks, Securities Regulation, Commercial Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Law
Georgetown University 2002 — 2007
BS, Finance and Entreprenuership
Fried Frank July 2015 - Present
Kagan Lubic Lepper Finkelstein & Gold, LLP September 2013 - Present
Beigelman, Feldman, Golinski, Reedy + Senouf PLLC January 2013 - May 2013
Beigelman, Feiner & Feldman, P.C. May 2012 - January 2013
Atlantic Records January 2012 - May 2012
Superior Court of New Jersey May 2011 - August 2011
Cinetic Rights Management (FilmBuff) January 2011 - May 2011
Children's Aid Society 2009 - 2010
Legg Mason August 2007 - April 2009
Skills
Legal Writing, Finance, Legal Research, Sales, Litigation, Westlaw, CRM, Civil Litigation, Corporate Law, Mediation, Licensing, Intellectual Property, Lexis, Copyright Law, Trademarks, Securities Regulation, Commercial Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Law
Georgetown University 2002 — 2007
BS, Finance and Entreprenuership
David Glanton's Legg Mason Experience May 2005 - August 2005
Job Law Clerk at U.S. Court of Appeals
Industry Law Practice
Experience
U.S. Court of Appeals September 2014 - September 2015
Gibson, Dunn & Crutcher LLP May 2013 - July 2013
U.S. Securities and Exchange Commission May 2012 - August 2012
The GEO Group, Inc. September 2009 - November 2011
Robin Hood Camp January 2002 - January 2007
Legg Mason May 2005 - August 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Analysis, Forecasting, Leadership, Due Diligence, Finance, Legal Research, Mergers & Acquisitions
Education
The George Washington University Law School 2011 — 2014
Juris Doctor, Honors, George Washington Scholar (top 15% of class)
Amherst College 2004 — 2009
Bachelor of Arts (B.A.), Astronomy
National Outdoor Leadership School 2006 — 2006
St. Paul's School 2000 — 2004
High School Diploma, Cum Laude
U.S. Court of Appeals September 2014 - September 2015
Gibson, Dunn & Crutcher LLP May 2013 - July 2013
U.S. Securities and Exchange Commission May 2012 - August 2012
The GEO Group, Inc. September 2009 - November 2011
Robin Hood Camp January 2002 - January 2007
Legg Mason May 2005 - August 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Analysis, Forecasting, Leadership, Due Diligence, Finance, Legal Research, Mergers & Acquisitions
Education
The George Washington University Law School 2011 — 2014
Juris Doctor, Honors, George Washington Scholar (top 15% of class)
Amherst College 2004 — 2009
Bachelor of Arts (B.A.), Astronomy
National Outdoor Leadership School 2006 — 2006
St. Paul's School 2000 — 2004
High School Diploma, Cum Laude
Joseph Furey's Legg Mason Experience August 2001 - Present
Job at Legg Mason
Industry Legal Services
Experience
Legg Mason August 2001 - Present
Hughes Hubbard & Reed LLP September 1999 - August 2001
FINRA September 1996 - September 1999
Debevoise & Plimpton January 1994 - August 1996
US Securities and Exchange Commission April 1984 - January 1994
Education
Georgetown University Law Center 1987 — 1990
LLM, Securities Regulation
University of Baltimore School of Law 1980 — 1983
JD
Boston College 1975 — 1977
AB, Ppolitical Science, Slavic Studies
Legg Mason August 2001 - Present
Hughes Hubbard & Reed LLP September 1999 - August 2001
FINRA September 1996 - September 1999
Debevoise & Plimpton January 1994 - August 1996
US Securities and Exchange Commission April 1984 - January 1994
Education
Georgetown University Law Center 1987 — 1990
LLM, Securities Regulation
University of Baltimore School of Law 1980 — 1983
JD
Boston College 1975 — 1977
AB, Ppolitical Science, Slavic Studies
Marty Rogge's Legg Mason Experience 2001 - 2005
Job Independent Sales Consultant, J.Hilburn
Industry Textiles
Experience
J.Hilburn Custom Men's Clothier July 2015 - Present
Law Office of Stephen B. Gebeloff, PA October 2012 - April 2014
Legg Mason 2001 - 2005
Skills
Social Media, Strategic Planning, Event Planning, Customer Service, Public Relations, Public Speaking, Event Management, Social Networking, Marketing Strategy, Leadership Development, Team Building, Microsoft Office, Recruiting
Education
University of Southern Mississippi College of Business 1999 — 2003
Bachelor’s Degree, International Business
J.Hilburn Custom Men's Clothier July 2015 - Present
Law Office of Stephen B. Gebeloff, PA October 2012 - April 2014
Legg Mason 2001 - 2005
Skills
Social Media, Strategic Planning, Event Planning, Customer Service, Public Relations, Public Speaking, Event Management, Social Networking, Marketing Strategy, Leadership Development, Team Building, Microsoft Office, Recruiting
Education
University of Southern Mississippi College of Business 1999 — 2003
Bachelor’s Degree, International Business
Ryan Guttridge, CFA's Legg Mason Experience May 1994 - August 2008
Job HankeGuttridge Capital Management
Industry Financial Services
Experience
Hanke-Guttridge Capital Management, LLC August 2013 - Present
Johns Hopkins University January 2001 - Present
Middleton Gardiner Group November 2008 - June 2013
Legg Mason May 1994 - August 2008
Skills
Business Valuation, Investments, Valuation, Equities, Mutual Funds, Teaching, Acquisitions, Mergers, Bonds, Independent Financial...
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Albion College 1985 — 1989
BA, Math, Economics
Hanke-Guttridge Capital Management, LLC August 2013 - Present
Johns Hopkins University January 2001 - Present
Middleton Gardiner Group November 2008 - June 2013
Legg Mason May 1994 - August 2008
Skills
Business Valuation, Investments, Valuation, Equities, Mutual Funds, Teaching, Acquisitions, Mergers, Bonds, Independent Financial...
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Albion College 1985 — 1989
BA, Math, Economics
Gilbert Posada's Legg Mason Experience July 1996 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason July 1996 - Present
Citigroup January 2001 - May 2005
Education
Adelphi University
BA, Business
Legg Mason July 1996 - Present
Citigroup January 2001 - May 2005
Education
Adelphi University
BA, Business
Nandhini Loganathan's Legg Mason Experience July 2008 - February 2010
Job Sr.Programmer Analyst at Church & Dwight, Co., Inc.
Industry Financial Services
Experience
Church & Dwight, Co., Inc. April 2013 - Present
MetLife March 2010 - March 2012
Legg Mason July 2008 - February 2010
Citigroup 2006 - 2008
Goldman Sachs 2005 - 2006
Skills
SharePoint Designer, SharePoint, K2, VB.NET, Visual Studio, Visual Basic, VBA, SQL Server, Sybase, T-SQL, DB2, VBScript, SQL, WCF, Application Development, Crystal Reports, PL/SQL, .NET
Education
Anna University 1996 — 2000
B.Tech, Electronics
Church & Dwight, Co., Inc. April 2013 - Present
MetLife March 2010 - March 2012
Legg Mason July 2008 - February 2010
Citigroup 2006 - 2008
Goldman Sachs 2005 - 2006
Skills
SharePoint Designer, SharePoint, K2, VB.NET, Visual Studio, Visual Basic, VBA, SQL Server, Sybase, T-SQL, DB2, VBScript, SQL, WCF, Application Development, Crystal Reports, PL/SQL, .NET
Education
Anna University 1996 — 2000
B.Tech, Electronics
Thomas Cassidy's Legg Mason Experience December 2005 - April 2007
Job Senior Marketing Compliance Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors May 2007 - Present
Legg Mason December 2005 - April 2007
Citigroup Asset Management October 2004 - December 2005
Morgan Stanley October 1999 - October 2004
Morgan Stanley May 1997 - October 1999
Seibert & Kasserman L August 1995 - May 1997
Skills
Series 7, Investments, FINRA, Series 24
Education
City University of New York-Baruch College 2001 — 2006
MBA
State University of New York College at Brockport 1989 — 1994
Bachelor of Science (BS)
Allianz Global Investors May 2007 - Present
Legg Mason December 2005 - April 2007
Citigroup Asset Management October 2004 - December 2005
Morgan Stanley October 1999 - October 2004
Morgan Stanley May 1997 - October 1999
Seibert & Kasserman L August 1995 - May 1997
Skills
Series 7, Investments, FINRA, Series 24
Education
City University of New York-Baruch College 2001 — 2006
MBA
State University of New York College at Brockport 1989 — 1994
Bachelor of Science (BS)
Daniel Phares's Legg Mason Experience November 1989 - January 2011
Job Ameritox
Industry Information Technology and Services
Experience
Ameritox December 2011 - Present
Metro Data Networks, LLC March 2011 - November 2011
Legg Mason November 1989 - January 2011
Skills
Disaster Recovery, Avaya, Telecommunications, VoIP, Active Directory, Troubleshooting, Technical Support, Visio, Vendor Management, Telephony, Windows Server, Data Center, Citrix, Voice Mail
Education
Anne Arundel Community College
Ameritox December 2011 - Present
Metro Data Networks, LLC March 2011 - November 2011
Legg Mason November 1989 - January 2011
Skills
Disaster Recovery, Avaya, Telecommunications, VoIP, Active Directory, Troubleshooting, Technical Support, Visio, Vendor Management, Telephony, Windows Server, Data Center, Citrix, Voice Mail
Education
Anne Arundel Community College
Charles Moni's Legg Mason Experience August 1998 - June 2004
Job Principal at Rowland Associates
Industry Financial Services
Experience
Rowland Associates February 2009 - Present
Jesup & Lamont March 2001 - December 2008
Legg Mason August 1998 - June 2004
Skills
Investments, Mergers, Due Diligence, Executive Management, Venture Capital, Private Equity, Start-ups, Restructuring, Fixed Income, Investor Relations, Alternative Investments, Valuation, Asset Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Services, Energy, Corporate Development, Investment Banking, Equity Research, Portfolio Management, Finance, Equities, Funding, Securities, Private Placements, Emerging Markets, Trading
Education
Bellarmine University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rowland Associates February 2009 - Present
Jesup & Lamont March 2001 - December 2008
Legg Mason August 1998 - June 2004
Skills
Investments, Mergers, Due Diligence, Executive Management, Venture Capital, Private Equity, Start-ups, Restructuring, Fixed Income, Investor Relations, Alternative Investments, Valuation, Asset Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Services, Energy, Corporate Development, Investment Banking, Equity Research, Portfolio Management, Finance, Equities, Funding, Securities, Private Placements, Emerging Markets, Trading
Education
Bellarmine University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jennifer Pugh Grant's Legg Mason Experience September 1999 - April 2001
Job Office ManagerLake Barcroft Watershed Improvement District (LBWID)
Industry Human Resources
Experience
Lake Barcroft Watershed Improvement District April 2001 - Present
Regester Chapel Childrens Center September 2011 - May 2013
Legg Mason September 1999 - April 2001
Skills
Teaching, Editing, Organization, Event Planning
Education
Villanova University 1997 — 1999
Liberal Arts Degree, Liberal Arts and Sciences/Liberal Studies
Appalachian State University 1995 — 1997
English
Lake Barcroft Watershed Improvement District April 2001 - Present
Regester Chapel Childrens Center September 2011 - May 2013
Legg Mason September 1999 - April 2001
Skills
Teaching, Editing, Organization, Event Planning
Education
Villanova University 1997 — 1999
Liberal Arts Degree, Liberal Arts and Sciences/Liberal Studies
Appalachian State University 1995 — 1997
English
Brendan Tully, CFA's Legg Mason Experience November 2004 - June 2010
Job Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Glen Gannon's Legg Mason Experience June 2010 - July 2011
Job Consultant at Capco
Industry Financial Services
Experience
Capco September 2014 - Present
ClearBridge Investments July 2011 - September 2014
Legg Mason June 2010 - July 2011
Legg Mason June 2008 - June 2010
Centercourt Athletic Club June 2004 - September 2007
Chanel November 2006 - January 2007
Skills
Equities, Securities, Financial Services, Bloomberg, Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Finance, International Business
Australian Catholic University
Capco September 2014 - Present
ClearBridge Investments July 2011 - September 2014
Legg Mason June 2010 - July 2011
Legg Mason June 2008 - June 2010
Centercourt Athletic Club June 2004 - September 2007
Chanel November 2006 - January 2007
Skills
Equities, Securities, Financial Services, Bloomberg, Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Finance, International Business
Australian Catholic University
Nick Halbert's Legg Mason Experience August 2006 - July 2011
Job Systems Administrator at CyberCore Technologies
Industry Computer & Network Security
Experience
CyberCore Technologies July 2011 - Present
Legg Mason August 2006 - July 2011
Childrens National Medical Center January 2005 - August 2006
NASDAQ November 2000 - January 2005
Skills
NetApp Filers, TSM, Windows
Education
Anne Arundel Community College
Associates Degree, Graphic Design
CyberCore Technologies July 2011 - Present
Legg Mason August 2006 - July 2011
Childrens National Medical Center January 2005 - August 2006
NASDAQ November 2000 - January 2005
Skills
NetApp Filers, TSM, Windows
Education
Anne Arundel Community College
Associates Degree, Graphic Design
Anila Mahadeo's Legg Mason Experience November 2014 - Present
Job Product Strategy Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
clewed. September 2014 - December 2014
Hilco Global February 2014 - June 2014
JPMorgan Chase & Co November 2012 - October 2013
JP Morgan Chase March 2011 - November 2012
Morningstar Inc July 2009 - February 2011
Economic Strategy Institute June 2008 - August 2008
Goldman, Sachs & Co June 2007 - August 2007
Diligent Consulting Group June 2006 - August 2006
Skills
Investments, Asset Management, Economics, Analysis, Series 7, Series 63, Commercial Real Estate..., Financial Analysis, Finance, Fixed Income, Strategy, Due Diligence, Management, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Modeling
Education
Amherst College 2005 — 2009
Bachelor of Arts cum laude, Economics and Anthropology
Jawaharlal Nehru University 2008 — 2008
Economics
Pomfret school 2001 — 2005
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Legg Mason November 2014 - Present
clewed. September 2014 - December 2014
Hilco Global February 2014 - June 2014
JPMorgan Chase & Co November 2012 - October 2013
JP Morgan Chase March 2011 - November 2012
Morningstar Inc July 2009 - February 2011
Economic Strategy Institute June 2008 - August 2008
Goldman, Sachs & Co June 2007 - August 2007
Diligent Consulting Group June 2006 - August 2006
Skills
Investments, Asset Management, Economics, Analysis, Series 7, Series 63, Commercial Real Estate..., Financial Analysis, Finance, Fixed Income, Strategy, Due Diligence, Management, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Modeling
Education
Amherst College 2005 — 2009
Bachelor of Arts cum laude, Economics and Anthropology
Jawaharlal Nehru University 2008 — 2008
Economics
Pomfret school 2001 — 2005
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
John David Barranco's Legg Mason Experience November 1999 - October 2005
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
Jill Janocha's Legg Mason Experience May 2004 - August 2004
Job Economist at Bureau of Labor Statistics
Industry Government Administration
Experience
Bureau of Labor Statistics June 2006 - Present
Legg Mason May 2004 - August 2004
Skills
Econometrics, Stata, Public Finance, Labor Economics, Development Economics
Education
American University 2007 — 2013
Ph.D, Ecnomics
American University 2005 — 2007
Master's degree, Economics
Gettysburg College 2002 — 2005
BA, Economics, Mathematics
Bureau of Labor Statistics June 2006 - Present
Legg Mason May 2004 - August 2004
Skills
Econometrics, Stata, Public Finance, Labor Economics, Development Economics
Education
American University 2007 — 2013
Ph.D, Ecnomics
American University 2005 — 2007
Master's degree, Economics
Gettysburg College 2002 — 2005
BA, Economics, Mathematics
Denisa Birzan's Legg Mason Experience June 1998 - Present
Job Asset Management
Industry Financial Services
Experience
Legg Mason June 1998 - Present
Skills
Asset Management, Equities, Mutual Funds, Asset Managment, Derivatives, Fixed Income, Account Reconciliation, Hedge Funds, Financial Services, Capital Markets, Financial Reporting, Alternative Investments, Securities, Investments, Fund Accounting, Bloomberg, Valuation, Financial Modeling
Education
Baruch College 1995 — 1998
BBA, Accounting and Finance
Legg Mason June 1998 - Present
Skills
Asset Management, Equities, Mutual Funds, Asset Managment, Derivatives, Fixed Income, Account Reconciliation, Hedge Funds, Financial Services, Capital Markets, Financial Reporting, Alternative Investments, Securities, Investments, Fund Accounting, Bloomberg, Valuation, Financial Modeling
Education
Baruch College 1995 — 1998
BBA, Accounting and Finance
Steven Goldfarb's Legg Mason Experience February 2001 - May 2007
Job Financial Advisor at Janney Montgomery Scott LLC.
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Hemi Lee-Gallagher's Legg Mason Experience June 1999 - August 2000
Job Controller
Industry Financial Services
Experience
ACA Compliance Group August 2015 - Present
Special Operations Technology Inc May 2012 - August 2015
Merkle May 2011 - May 2012
Integral Systems, Inc. November 2007 - July 2011
Duratek August 2000 - May 2007
Legg Mason June 1999 - August 2000
Skills
Financial Reporting, Accounting
Education
Bentley University 1991 — 1993
Masters in Accountancy, Accounting
ACA Compliance Group August 2015 - Present
Special Operations Technology Inc May 2012 - August 2015
Merkle May 2011 - May 2012
Integral Systems, Inc. November 2007 - July 2011
Duratek August 2000 - May 2007
Legg Mason June 1999 - August 2000
Skills
Financial Reporting, Accounting
Education
Bentley University 1991 — 1993
Masters in Accountancy, Accounting
Bimal Peiris's Legg Mason Experience 1997 - 2000
Job PWM Finance
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
Deutsche Bank August 2011 - July 2013
Deutsche Bank 2010 - 2011
Deutsche Bank 2007 - 2010
Deutsche Bank 2000 - 2007
Legg Mason 1997 - 2000
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Baylor University 1994 — 1996
M.A., International Politics
Ohio Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Deutsche Bank August 2013 - Present
Deutsche Bank August 2011 - July 2013
Deutsche Bank 2010 - 2011
Deutsche Bank 2007 - 2010
Deutsche Bank 2000 - 2007
Legg Mason 1997 - 2000
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Baylor University 1994 — 1996
M.A., International Politics
Ohio Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Craig S. Reynolds, CFA's Legg Mason Experience September 2011 - November 2014
Job Vice President Regional Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds March 2015 - Present
Legg Mason September 2011 - November 2014
Legg Mason January 2011 - September 2011
Legg Mason July 2008 - January 2011
Wells Fargo Advisors, LLC February 2004 - July 2008
Morgan Stanley February 2003 - February 2004
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Fixed Income, Municipal Bonds, Business Development, Financial Analysis, Competitive Analysis, Value Proposition..., Equities, Dividends, Strategic Financial..., Securities, Alternative Investments, Asset Management, Finance, Financial Planning
Education
Binghamton University 1998 — 2002
Bachelor of Arts, Economic Policy
AMG Funds March 2015 - Present
Legg Mason September 2011 - November 2014
Legg Mason January 2011 - September 2011
Legg Mason July 2008 - January 2011
Wells Fargo Advisors, LLC February 2004 - July 2008
Morgan Stanley February 2003 - February 2004
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Fixed Income, Municipal Bonds, Business Development, Financial Analysis, Competitive Analysis, Value Proposition..., Equities, Dividends, Strategic Financial..., Securities, Alternative Investments, Asset Management, Finance, Financial Planning
Education
Binghamton University 1998 — 2002
Bachelor of Arts, Economic Policy
Hadley Weinberger's Legg Mason Experience March 2008 - January 2012
Job Senior Financial Analyst at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company July 2014 - Present
Barclays Capital April 2012 - February 2014
Legg Mason March 2008 - January 2012
HSBC October 2007 - March 2008
Nomura Securities 2005 - 2007
Citi September 2004 - August 2005
Highbridge Capital Management May 2002 - May 2004
Times Square Capital Management 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Fixed Income, Derivatives, Bloomberg, Asset Management, Hedge Funds, Valuation, Pricing, Mutual Funds, Portfolio Management, Product Control, Equities, Operations, Trading, Trading Systems, Buy Side, Sell Side, Securities, FMS/PeopleSoft, MS Office, IDC, Reuters, Visual Portfolio Manager, Invest One, DST, Policies & Procedures, ADP, Tolerance Analysis, Team Management, Internal Controls, FAS 157, Financial Markets, Capital Markets, Securitization, Structured Finance, Investments, Policy, Microsoft Office, ADP Payroll, Buy-side, Options, Middle Office, FX Options, Risk Management, Finance, Back Office, Financial Risk, Management, Financial Analysis, Analysis
Education
Auburn University 1996 — 1998
MBA, Management Information Systems
University of Alabama in Huntsville 1991 — 1995
BS, Finance
The Walt Disney Company July 2014 - Present
Barclays Capital April 2012 - February 2014
Legg Mason March 2008 - January 2012
HSBC October 2007 - March 2008
Nomura Securities 2005 - 2007
Citi September 2004 - August 2005
Highbridge Capital Management May 2002 - May 2004
Times Square Capital Management 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Fixed Income, Derivatives, Bloomberg, Asset Management, Hedge Funds, Valuation, Pricing, Mutual Funds, Portfolio Management, Product Control, Equities, Operations, Trading, Trading Systems, Buy Side, Sell Side, Securities, FMS/PeopleSoft, MS Office, IDC, Reuters, Visual Portfolio Manager, Invest One, DST, Policies & Procedures, ADP, Tolerance Analysis, Team Management, Internal Controls, FAS 157, Financial Markets, Capital Markets, Securitization, Structured Finance, Investments, Policy, Microsoft Office, ADP Payroll, Buy-side, Options, Middle Office, FX Options, Risk Management, Finance, Back Office, Financial Risk, Management, Financial Analysis, Analysis
Education
Auburn University 1996 — 1998
MBA, Management Information Systems
University of Alabama in Huntsville 1991 — 1995
BS, Finance
Craig Koproski's Legg Mason Experience July 2008 - July 2011
Job Wholesaler N. Florida, First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios September 2011 - Present
Legg Mason July 2008 - July 2011
Legg Mason 2005 - 2008
Smith barney 1998 - 2005
Skills
Series 7, Series 63, Separately Managed..., Retirement, SMA, Mutual Funds, ETFs, 401k, 529 Plans, Series 66, Equities, Wealth Management, Managed Accounts, Securities, Fixed Income, Asset Management
Education
Albertus Magnus College
First Trust Portfolios September 2011 - Present
Legg Mason July 2008 - July 2011
Legg Mason 2005 - 2008
Smith barney 1998 - 2005
Skills
Series 7, Series 63, Separately Managed..., Retirement, SMA, Mutual Funds, ETFs, 401k, 529 Plans, Series 66, Equities, Wealth Management, Managed Accounts, Securities, Fixed Income, Asset Management
Education
Albertus Magnus College
Faye Gibbs's Legg Mason Experience 2004 - 2008
Job Public Relations, Fund Development & Corporate Citizenship Professional
Industry Public Relations and Communications
Experience
AGA 2010 - Present
Legg Mason 2004 - 2008
Ashley Gibbs Associates 1997 - 2004
MJ Health System 1995 - 1997
Tier Communications (Public Relations & Fund Development Agency) 1990 - 1995
Skills
Media Relations, Fundraising, Strategic Communications, Corporate Communications, Internal Communications, Non-profits, Public Speaking, Strategic Planning, Corporate Social..., Event Planning, Community Outreach, Corporate Branding, Marketing Strategy, Marketing, Crisis Communications, Proposal Writing, Leadership, Strategy, Nonprofits
Education
Berklee College of Music
Bachelor's degree, Professional Music & Business of Music
Maryland University of Integrative Health
Thunderbird School of Global Management
Master's Program, Global Corporate Social Responsibility
AGA 2010 - Present
Legg Mason 2004 - 2008
Ashley Gibbs Associates 1997 - 2004
MJ Health System 1995 - 1997
Tier Communications (Public Relations & Fund Development Agency) 1990 - 1995
Skills
Media Relations, Fundraising, Strategic Communications, Corporate Communications, Internal Communications, Non-profits, Public Speaking, Strategic Planning, Corporate Social..., Event Planning, Community Outreach, Corporate Branding, Marketing Strategy, Marketing, Crisis Communications, Proposal Writing, Leadership, Strategy, Nonprofits
Education
Berklee College of Music
Bachelor's degree, Professional Music & Business of Music
Maryland University of Integrative Health
Thunderbird School of Global Management
Master's Program, Global Corporate Social Responsibility
Clint Martin's Legg Mason Experience June 2005 - July 2011
Job Fund Manager at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management January 2012 - Present
Legg Mason June 2005 - July 2011
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
WisdomTree Asset Management January 2012 - Present
Legg Mason June 2005 - July 2011
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Linda Starlings's Legg Mason Experience December 2005 - Present
Job Assistant Adminstrative III
Industry Financial Services
Experience
Legg Mason December 2005 - Present
T. Rowe Price June 2002 - October 2005
Alex Brown November 2000 - June 2002
Cameron & Barkley Lighting 1989 - 1993
Marriott International, Inc. 1983 - 1988
Skills
Office Administration, Organization, Customer Service..., Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Non-profit Volunteer, Leadership, Coordinating Events, Administrative..., People-oriented, Invoicing, Travel Arranger-..., PowerPoint, Financial Analysis, Investments, Visio, Human Resources, Event Management, Customer Service
Education
AACC 1977 — 1978
Psychology & Early Childhhod Developement, A
Anne Arundel Community College 1977 — 1978
Intro to Psychology
Legg Mason December 2005 - Present
T. Rowe Price June 2002 - October 2005
Alex Brown November 2000 - June 2002
Cameron & Barkley Lighting 1989 - 1993
Marriott International, Inc. 1983 - 1988
Skills
Office Administration, Organization, Customer Service..., Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Non-profit Volunteer, Leadership, Coordinating Events, Administrative..., People-oriented, Invoicing, Travel Arranger-..., PowerPoint, Financial Analysis, Investments, Visio, Human Resources, Event Management, Customer Service
Education
AACC 1977 — 1978
Psychology & Early Childhhod Developement, A
Anne Arundel Community College 1977 — 1978
Intro to Psychology
D Mostello's Legg Mason Experience 2007 - Present
Job Sr Compliance Officer at Legg Mason & Co, LLC
Industry Financial Services
Experience
Legg Mason 2007 - Present
Legg Mason (and predecessor companies) 1996 - Present
Skills
Securities, Series 7, Mutual Funds
Education
Boston College
Bachelor of Arts (BA)
Legg Mason 2007 - Present
Legg Mason (and predecessor companies) 1996 - Present
Skills
Securities, Series 7, Mutual Funds
Education
Boston College
Bachelor of Arts (BA)
Susan Huang's Legg Mason Experience December 2007 - July 2011
Job Fund Accountant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2011 - Present
Legg Mason December 2007 - July 2011
Morgan Stanley March 2007 - November 2007
Morgan Stanley April 2004 - March 2007
Morgan Stanley July 1998 - April 2004
Education
Baruch College, City University of New York (CUNY)
B.S., Business Administration in Finance
Neuberger Berman July 2011 - Present
Legg Mason December 2007 - July 2011
Morgan Stanley March 2007 - November 2007
Morgan Stanley April 2004 - March 2007
Morgan Stanley July 1998 - April 2004
Education
Baruch College, City University of New York (CUNY)
B.S., Business Administration in Finance
Cyrus Lam's Legg Mason Experience September 2005 - July 2007
Job Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services July 2007 - Present
Legg Mason September 2005 - July 2007
BNY Mellon June 2001 - September 2005
Skills
Aexeo, Microsoft Office, Bloomberg, Fund Of Funds, Data Analysis, Derivatives, Market Data, Back Office, Hedge Funds, Equities, FX Options, Options
Education
Baruch College 2000 — 2005
BBA, Finance
Citco Fund Services July 2007 - Present
Legg Mason September 2005 - July 2007
BNY Mellon June 2001 - September 2005
Skills
Aexeo, Microsoft Office, Bloomberg, Fund Of Funds, Data Analysis, Derivatives, Market Data, Back Office, Hedge Funds, Equities, FX Options, Options
Education
Baruch College 2000 — 2005
BBA, Finance
Sebastian Piekarski's Legg Mason Experience June 2013 - August 2013
Job Trading Assistant at Condor Alpha Asset Management
Industry Financial Services
Experience
Condor Alpha Asset Management June 2014 - Present
Beck Bode Wealth Management Group September 2013 - December 2013
Goodnow Investment Group August 2013 - September 2013
Legg Mason June 2013 - August 2013
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Copenhagen Business School 2012 — 2012
International Finance
Condor Alpha Asset Management June 2014 - Present
Beck Bode Wealth Management Group September 2013 - December 2013
Goodnow Investment Group August 2013 - September 2013
Legg Mason June 2013 - August 2013
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Copenhagen Business School 2012 — 2012
International Finance
Moira Wellons's Legg Mason Experience January 1995 - October 1998
Job Compliance Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2007 - January 2012
ADP July 2006 - August 2007
A.L.D. Enterprises LLC July 2002 - July 2006
Legacy Unlimited LLC dba Legacy Investors Services LLC November 1998 - July 2002
Legg Mason January 1995 - October 1998
Skills
Microsoft Office, Quick books, PeopleSoft, Salesforce, Securities Back Office..., Customer Service, Training, Financial Analysis, Employee Benefits, Securities, Finance, Insurance, Mutual Funds
Education
Yorktowne Business Institute 1988 — 1989
Certificate, Accounting
Baltimore City Community College
Business Administration and Management, General
Morgan Stanley Smith Barney September 2007 - January 2012
ADP July 2006 - August 2007
A.L.D. Enterprises LLC July 2002 - July 2006
Legacy Unlimited LLC dba Legacy Investors Services LLC November 1998 - July 2002
Legg Mason January 1995 - October 1998
Skills
Microsoft Office, Quick books, PeopleSoft, Salesforce, Securities Back Office..., Customer Service, Training, Financial Analysis, Employee Benefits, Securities, Finance, Insurance, Mutual Funds
Education
Yorktowne Business Institute 1988 — 1989
Certificate, Accounting
Baltimore City Community College
Business Administration and Management, General
Malini Greene's Legg Mason Experience 2006 - 2007
Job Attorney
Industry Legal Services
Experience
Fairfax County, Virginia October 2011 - Present
BNA (now Bloomberg BNA) 2007 - 2011
Legg Mason 2006 - 2007
Morgan Stanley 2005 - 2006
NASD (now FINRA) 2001 - 2005
Education
George Mason University School of Law
Master of Laws (LL.M.), Law and Economics
University College London (University of London)
Bachelor of Laws (LL.B.), Law
American University
Bachelor of Arts (B.A.), Literature and Philosophy
Fairfax County, Virginia October 2011 - Present
BNA (now Bloomberg BNA) 2007 - 2011
Legg Mason 2006 - 2007
Morgan Stanley 2005 - 2006
NASD (now FINRA) 2001 - 2005
Education
George Mason University School of Law
Master of Laws (LL.M.), Law and Economics
University College London (University of London)
Bachelor of Laws (LL.B.), Law
American University
Bachelor of Arts (B.A.), Literature and Philosophy
M.Taysir Al-Saffy's Legg Mason Experience January 2002 - June 2002
Job Financial Services Professional
Industry Financial Services
Experience
M and T Bank April 2011 - December 2011
Bank of America June 2006 - February 2010
T. Rowe Price November 2002 - June 2006
Legg Mason January 2002 - June 2002
International Trading and Marketing, Inc. (ITM) May 1997 - December 2001
Skills
Fluent in Arabic, AROW, FA Advantage,..., commercial loan system...
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Anne Arundel Community College 1997 — 2001
Associate's degree, General Studies
M and T Bank April 2011 - December 2011
Bank of America June 2006 - February 2010
T. Rowe Price November 2002 - June 2006
Legg Mason January 2002 - June 2002
International Trading and Marketing, Inc. (ITM) May 1997 - December 2001
Skills
Fluent in Arabic, AROW, FA Advantage,..., commercial loan system...
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Anne Arundel Community College 1997 — 2001
Associate's degree, General Studies
Ananthaphol Sangkhanit's Legg Mason Experience February 2015 - May 2015
Job Fund Accounting Intern at Legg Mason
Industry Financial Services
Experience
Baruch Nonprofit Leadership Alliance Students Association May 2014 - June 2015
Legg Mason February 2015 - May 2015
Baruch Computer and Technology Center (BCTC) January 2014 - August 2014
Elbert T. Chester CPA December 2011 - March 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, Accounts Payable, Account Reconciliation, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Overall GPA 3.48/4.00
LaGuardia Community College 2010 — 2012
Associate of Science (A.S.), Accounting, Overall GPA 3.94/4.00
Baruch Nonprofit Leadership Alliance Students Association May 2014 - June 2015
Legg Mason February 2015 - May 2015
Baruch Computer and Technology Center (BCTC) January 2014 - August 2014
Elbert T. Chester CPA December 2011 - March 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, Accounts Payable, Account Reconciliation, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Overall GPA 3.48/4.00
LaGuardia Community College 2010 — 2012
Associate of Science (A.S.), Accounting, Overall GPA 3.94/4.00
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments