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
Curtis Moratz Curtis Moratz's Legg Mason Experience 2000 - 2003
Job MBS trader at Arbor Research and Trading
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS) June 2014 - March 2015
Arbor Research and Trading April 2009 - April 2014
National Guardian Life Insurance Company 2005 - April 2009
National City Bank 2004 - 2005
Key Bank (Division of McDonald Investments) 2003 - 2004
Legg Mason 2000 - 2003
Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
UW-Madison
Bachelor of Science (B.S.), Chemical Engineering
Capital Institutional Services, Inc. (CAPIS) June 2014 - March 2015
Arbor Research and Trading April 2009 - April 2014
National Guardian Life Insurance Company 2005 - April 2009
National City Bank 2004 - 2005
Key Bank (Division of McDonald Investments) 2003 - 2004
Legg Mason 2000 - 2003
Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
UW-Madison
Bachelor of Science (B.S.), Chemical Engineering
Stacy Fontana Stacy Fontana's Legg Mason Experience May 2015 - Present
Job Managing Director, Channel Marketing & Global Sales Training at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
Legg Mason July 2014 - May 2015
Legg Mason December 2009 - July 2014
Jones Apparel Group December 2007 - December 2009
Heidrick & Struggles 2007 - 2007
Prudential 1999 - 2007
American Skandia 1999 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Leadership Development, Employee Relations, Talent Development, Management Development, Performance Management, Personnel Management, Team Building, Management, Training, Change Management, Strategy, Business Strategy, Leadership, Program Management, Career Development, Human Resources, Onboarding, Applicant Tracking..., Employee Engagement
Education
Southern Connecticut State University 1992 — 1995
BA, Psychology
Hopkins
Legg Mason May 2015 - Present
Legg Mason July 2014 - May 2015
Legg Mason December 2009 - July 2014
Jones Apparel Group December 2007 - December 2009
Heidrick & Struggles 2007 - 2007
Prudential 1999 - 2007
American Skandia 1999 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Leadership Development, Employee Relations, Talent Development, Management Development, Performance Management, Personnel Management, Team Building, Management, Training, Change Management, Strategy, Business Strategy, Leadership, Program Management, Career Development, Human Resources, Onboarding, Applicant Tracking..., Employee Engagement
Education
Southern Connecticut State University 1992 — 1995
BA, Psychology
Hopkins
Pramit Mohapatra Pramit Mohapatra's Legg Mason Experience June 2004 - August 2005
Job Director of Client Operations at BioFortis
Industry Computer Software
Experience
BioFortis November 2014 - Present
BioFortis April 2011 - October 2014
BioFortis March 2010 - March 2011
MicroTech June 2009 - February 2010
FightTicker.com March 2008 - January 2010
Prometric July 2007 - May 2009
SI.com October 2007 - March 2008
BaltimoreSun.com November 2006 - March 2008
Campbell & Company August 2005 - July 2007
Legg Mason June 2004 - August 2005
Skills
Software, Informatics, C#, Agile Methodologies, Software Development, Perl, JSON, ASP.NET, Integration, Requirements Analysis, CRM, SDLC
Education
University of Maryland College Park 2001 — 2004
B.S., Computer Science
Stanford University 1993 — 1997
B.S., Biology
Montgomery Blair High School 1989 — 1993
HS Diploma
BioFortis November 2014 - Present
BioFortis April 2011 - October 2014
BioFortis March 2010 - March 2011
MicroTech June 2009 - February 2010
FightTicker.com March 2008 - January 2010
Prometric July 2007 - May 2009
SI.com October 2007 - March 2008
BaltimoreSun.com November 2006 - March 2008
Campbell & Company August 2005 - July 2007
Legg Mason June 2004 - August 2005
Skills
Software, Informatics, C#, Agile Methodologies, Software Development, Perl, JSON, ASP.NET, Integration, Requirements Analysis, CRM, SDLC
Education
University of Maryland College Park 2001 — 2004
B.S., Computer Science
Stanford University 1993 — 1997
B.S., Biology
Montgomery Blair High School 1989 — 1993
HS Diploma
Phil Elam Phil Elam's Legg Mason Experience October 1994 - January 2000
Job Executive Director at Texas Recreational Vehicle Association
Industry Nonprofit Organization Management
Experience
Texas Recreational Vehicle Association April 2013 - Present
Phil Elam Consulting August 2006 - March 2013
Smith Barney August 2004 - August 2006
Morgan Keegan January 2000 - August 2004
Legg Mason October 1994 - January 2000
Texas Rental Association 1984 - 1994
Skills
Sales Management, Vendor Relations, Insurance, Management Consulting, Purchasing, Non-profits, Nonprofits, Program Management, Training, Marketing, Trade Shows, Convention Services, Strategic Planning, Affinity Groups, Alliance Creation, Operations Management, Business Development, Small Business, Public Speaking, Leadership Development, Recruiting, Entrepreneurship, Consulting, Sales, Employee Benefits, Start-ups, Investments, Strategic Partnerships, Strategy, Executive Management, New Business Development, Event Management, Public Relations, Non-profit Leadership
Education
St. Edward's University 1992 — 1994
Business Management
Stephen F. Austin State University 1971 — 1973
Business Management
Lee College 1970 — 1971
Business Management
Ross Sterling 1966 — 1970
Megargel Public Schools
Megargel Public Schools
Texas Recreational Vehicle Association April 2013 - Present
Phil Elam Consulting August 2006 - March 2013
Smith Barney August 2004 - August 2006
Morgan Keegan January 2000 - August 2004
Legg Mason October 1994 - January 2000
Texas Rental Association 1984 - 1994
Skills
Sales Management, Vendor Relations, Insurance, Management Consulting, Purchasing, Non-profits, Nonprofits, Program Management, Training, Marketing, Trade Shows, Convention Services, Strategic Planning, Affinity Groups, Alliance Creation, Operations Management, Business Development, Small Business, Public Speaking, Leadership Development, Recruiting, Entrepreneurship, Consulting, Sales, Employee Benefits, Start-ups, Investments, Strategic Partnerships, Strategy, Executive Management, New Business Development, Event Management, Public Relations, Non-profit Leadership
Education
St. Edward's University 1992 — 1994
Business Management
Stephen F. Austin State University 1971 — 1973
Business Management
Lee College 1970 — 1971
Business Management
Ross Sterling 1966 — 1970
Megargel Public Schools
Megargel Public Schools
Jim Basnight, CFA Jim Basnight, CFA's Legg Mason Experience October 2011 - Present
Job Vice President, Sales Director, Private Banking Legg Mason
Industry Financial Services
Experience
Legg Mason October 2011 - Present
Legg Mason January 2011 - October 2011
Legg Mason April 2008 - December 2010
Skills
Mutual Funds, Investments, Financial Services, Series 7, Equities, Wealth Management, Asset Management, Sales Management, Fixed Income, Salesforce.com, Sales, Asset Allocation, Alternative Investments
Education
SUNY Cortland
Bachelor of Science (BS), Sports Management
Legg Mason October 2011 - Present
Legg Mason January 2011 - October 2011
Legg Mason April 2008 - December 2010
Skills
Mutual Funds, Investments, Financial Services, Series 7, Equities, Wealth Management, Asset Management, Sales Management, Fixed Income, Salesforce.com, Sales, Asset Allocation, Alternative Investments
Education
SUNY Cortland
Bachelor of Science (BS), Sports Management
Andrew M. Cloud Andrew M. Cloud's Legg Mason Experience August 2000 - December 2005
Job Vice President Senior Institutional Sales Representative
Industry Financial Services
Experience
Signature Bank May 2013 - Present
Stifel Nicolaus & Company, Inc. December 2005 - May 2013
Legg Mason August 2000 - December 2005
Spires Financial February 1998 - July 2000
Skills
Portfolio Management, Bonds, Investments, Capital Markets, Asset Managment, Securities, Valuation, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Derivatives, Series 63, ALM, Interest Rate Risk..., Loans, Trading, ABS, Asset Management
Education
Southern Methodist University - Cox School of Business 1989 — 1990
MBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1984 — 1988
BBA, Finance, Marketing
The University of Texas at Austin 1983 — 1984
TMI - The Episcopal School of Texas 1979 — 1983
High School Diploma
Signature Bank May 2013 - Present
Stifel Nicolaus & Company, Inc. December 2005 - May 2013
Legg Mason August 2000 - December 2005
Spires Financial February 1998 - July 2000
Skills
Portfolio Management, Bonds, Investments, Capital Markets, Asset Managment, Securities, Valuation, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Derivatives, Series 63, ALM, Interest Rate Risk..., Loans, Trading, ABS, Asset Management
Education
Southern Methodist University - Cox School of Business 1989 — 1990
MBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1984 — 1988
BBA, Finance, Marketing
The University of Texas at Austin 1983 — 1984
TMI - The Episcopal School of Texas 1979 — 1983
High School Diploma
Andy Prude, CFP®, ChFC's Legg Mason Experience January 1994 - February 1997
Job Managing Partner at Pontchartrain Investment Management
Industry Investment Management
Experience
Pontchartrain Investment Management April 2009 - Present
LPL April 2009 - Present
Merrill Lynch February 1997 - April 2009
Legg Mason January 1994 - February 1997
Education
Southeastern Louisiana University 1991 — 1993
MBA
Southeastern Louisiana University 1987 — 1991
B.A., Marketing
Pontchartrain Investment Management April 2009 - Present
LPL April 2009 - Present
Merrill Lynch February 1997 - April 2009
Legg Mason January 1994 - February 1997
Education
Southeastern Louisiana University 1991 — 1993
MBA
Southeastern Louisiana University 1987 — 1991
B.A., Marketing
Joe LaRocque Joe LaRocque's Legg Mason Experience December 2010 - Present
Job Managing Director at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2010 - Present
Legg Mason December 2008 - December 2010
Legg Mason November 2005 - December 2008
Legg Mason May 2003 - November 2005
Legg Mason February 2001 - May 2003
PricewaterhouseCoopers 1991 - 2001
Skills
Mutual Funds, Strategy, Wealth Management, Investments, Internal Controls, Asset Management, Financial Services, Valuation, Equities, Capital Markets, Series 7, Investment Management, Fixed Income, Alternative Investments, Investment Advisory, Internal Audit, Fund Of Funds, Private Equity, Asset Managment, Finance, Product Management, Hedge Funds, Management, Securities, Portfolio Management, Auditing, Investment Strategies, Asset Allocation, Budgets, Restructuring, Funding, Bloomberg, Risk Management
Education
Southern New Hampshire University 1989 — 1991
MBA, Business Administration and Management, General
Southern New Hampshire University 1985 — 1989
BS, Hotel, Motel, and Restaurant Management
Legg Mason December 2010 - Present
Legg Mason December 2008 - December 2010
Legg Mason November 2005 - December 2008
Legg Mason May 2003 - November 2005
Legg Mason February 2001 - May 2003
PricewaterhouseCoopers 1991 - 2001
Skills
Mutual Funds, Strategy, Wealth Management, Investments, Internal Controls, Asset Management, Financial Services, Valuation, Equities, Capital Markets, Series 7, Investment Management, Fixed Income, Alternative Investments, Investment Advisory, Internal Audit, Fund Of Funds, Private Equity, Asset Managment, Finance, Product Management, Hedge Funds, Management, Securities, Portfolio Management, Auditing, Investment Strategies, Asset Allocation, Budgets, Restructuring, Funding, Bloomberg, Risk Management
Education
Southern New Hampshire University 1989 — 1991
MBA, Business Administration and Management, General
Southern New Hampshire University 1985 — 1989
BS, Hotel, Motel, and Restaurant Management
Troy Talamelli's Legg Mason Experience March 2007 - September 2009
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Rocco Sacramone Rocco Sacramone's Legg Mason Experience June 2014 - August 2014
Job IT Consultant at Protiviti
Industry Information Technology and Services
Experience
Protiviti September 2015 - Present
St. John's University September 2012 - May 2015
Legg Mason June 2014 - August 2014
Legg Mason June 2013 - August 2013
Legg Mason June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel
Education
St. John's University, College of Professional Studies 2011 — 2015
Bachelors of Science in Computer Science, Computer Science, 3.73
Protiviti September 2015 - Present
St. John's University September 2012 - May 2015
Legg Mason June 2014 - August 2014
Legg Mason June 2013 - August 2013
Legg Mason June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel
Education
St. John's University, College of Professional Studies 2011 — 2015
Bachelors of Science in Computer Science, Computer Science, 3.73
Christopher Lauro Christopher Lauro's Legg Mason Experience July 2013 - March 2015
Job Sales ManagerRegional Teams at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Ashley Bowles Ashley Bowles's Legg Mason Experience September 2010 - June 2011
Job Adult Protective Investigator at Florida Department of Children and Families
Industry Individual & Family Services
Experience
Florida Department of Children and Families June 2015 - Present
FoundCare, Inc May 2014 - Present
BronxWorks October 2012 - December 2013
Omnicom Media Group November 2011 - October 2012
Legg Mason September 2010 - June 2011
Urban Dove June 2010 - August 2010
Skills
Event Planning, Fundraising, Microsoft Office, Nonprofits, Research, Social Media, Public Speaking, Community Outreach, Facebook
Education
SUNY New Paltz 2006 — 2010
Bachelor of Arts (BA), Interpersonal Communications
Florida Department of Children and Families June 2015 - Present
FoundCare, Inc May 2014 - Present
BronxWorks October 2012 - December 2013
Omnicom Media Group November 2011 - October 2012
Legg Mason September 2010 - June 2011
Urban Dove June 2010 - August 2010
Skills
Event Planning, Fundraising, Microsoft Office, Nonprofits, Research, Social Media, Public Speaking, Community Outreach, Facebook
Education
SUNY New Paltz 2006 — 2010
Bachelor of Arts (BA), Interpersonal Communications
Sylvia Ortiz's Legg Mason Experience January 1985 - October 1998
Job Administrative Specialist at Casey Family Programs
Industry Nonprofit Organization Management
Experience
Casey Family Programs January 2011 - Present
Grubb & Ellis September 2009 - November 2010
Draftfcb September 2000 - July 2008
Legg Mason January 1985 - October 1998
Skills
Administration, Research, Advertising, Market Research, Strategic Planning, Employee Relations, Interviewing, Administrative Support, Consumer Insights, Microsoft Office, Word, Outlook, PowerPoint, Excel, Data Entry, Event Planning, Scheduling, Invoicing, Customer Service, Customer Relations, Budgeting, Coordination, Billing, Writing, Marketing Materials, Lotus Notes, Prioritization, Accounts Receivable, Problem Solving, Office Management, Editing, Vendor, Telephone Skills, Spreadsheets, Typing, Calendars, Supervisory Skills, Expenses, Time Management, Teamwork, Fax, Visio, Documentation, Conferences, Budget Management, Spanish, Social Networking, Non-profits, Retail, Facebook
Education
College of Staten Island 2009 — 2010
NA, Business Administration
State University of New York at Stony Brook
NA, Liberal Arts
Casey Family Programs January 2011 - Present
Grubb & Ellis September 2009 - November 2010
Draftfcb September 2000 - July 2008
Legg Mason January 1985 - October 1998
Skills
Administration, Research, Advertising, Market Research, Strategic Planning, Employee Relations, Interviewing, Administrative Support, Consumer Insights, Microsoft Office, Word, Outlook, PowerPoint, Excel, Data Entry, Event Planning, Scheduling, Invoicing, Customer Service, Customer Relations, Budgeting, Coordination, Billing, Writing, Marketing Materials, Lotus Notes, Prioritization, Accounts Receivable, Problem Solving, Office Management, Editing, Vendor, Telephone Skills, Spreadsheets, Typing, Calendars, Supervisory Skills, Expenses, Time Management, Teamwork, Fax, Visio, Documentation, Conferences, Budget Management, Spanish, Social Networking, Non-profits, Retail, Facebook
Education
College of Staten Island 2009 — 2010
NA, Business Administration
State University of New York at Stony Brook
NA, Liberal Arts
Michael Erbaio, MBA Michael Erbaio, MBA's Legg Mason Experience 2004 - 2005
Job Senior Relationship Manager at Shamrock Asset Management
Industry Wholesale
Experience
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Ron Imbach Ron Imbach's Legg Mason Experience December 1997 - September 1999
Job Business Coach, Consultant, Trainer, and Speaker at RWI Solutions, Inc.
Industry Management Consulting
Experience
RWI Solutions, Inc. January 2015 - Present
RWI Solutions, Inc. May 2011 - Present
Campaign for Tobacco-Free Kids February 2010 - May 2011
Volunteers of America November 2004 - July 2009
Volunteers of America July 2006 - January 2009
Wesley Theological Seminary September 1999 - November 2004
Legg Mason December 1997 - September 1999
Landmark Community Interests August 1996 - November 1997
Roger Rowse and Associates, Inc September 1990 - November 1993
Bush Quayle '88 1987 - 1989
Skills
Business Coaching, Group Training, Public Speaking, Program Management, Group Coaching, Estate Planning, Leadership, Strategic Planning, Leadership Development, Marketing, Strategic Communications, Management, Marketing Communications, Fundraising, Major Gift Development, Corporate Fundraising, Real Estate Investing, Individual Donor..., Development Training, Employee Training, Planned Gifts, Public Policy, Newsletters, Alumni Relations, Capital Campaign..., Donor Research, Annual Fund, Higher Education, Press Releases, Editing, Nonprofits, Annual Giving, Public Relations, Strategy
Education
Professional Business Coaches Alliance 2015 — 2015
Certified Professional Business Coach, Business Coaching, Training, and Consulting, Certificate
The George Washington University - School of Business 1991 — 1995
MBA, Marketing and Public Policy, 3.75
Shepherd University 1981 — 1986
Bachelor of Science, Accounting and Economics
Hedgesville High School 1977 — 1981
Diploma, General with several business courses, 3.9865
RWI Solutions, Inc. January 2015 - Present
RWI Solutions, Inc. May 2011 - Present
Campaign for Tobacco-Free Kids February 2010 - May 2011
Volunteers of America November 2004 - July 2009
Volunteers of America July 2006 - January 2009
Wesley Theological Seminary September 1999 - November 2004
Legg Mason December 1997 - September 1999
Landmark Community Interests August 1996 - November 1997
Roger Rowse and Associates, Inc September 1990 - November 1993
Bush Quayle '88 1987 - 1989
Skills
Business Coaching, Group Training, Public Speaking, Program Management, Group Coaching, Estate Planning, Leadership, Strategic Planning, Leadership Development, Marketing, Strategic Communications, Management, Marketing Communications, Fundraising, Major Gift Development, Corporate Fundraising, Real Estate Investing, Individual Donor..., Development Training, Employee Training, Planned Gifts, Public Policy, Newsletters, Alumni Relations, Capital Campaign..., Donor Research, Annual Fund, Higher Education, Press Releases, Editing, Nonprofits, Annual Giving, Public Relations, Strategy
Education
Professional Business Coaches Alliance 2015 — 2015
Certified Professional Business Coach, Business Coaching, Training, and Consulting, Certificate
The George Washington University - School of Business 1991 — 1995
MBA, Marketing and Public Policy, 3.75
Shepherd University 1981 — 1986
Bachelor of Science, Accounting and Economics
Hedgesville High School 1977 — 1981
Diploma, General with several business courses, 3.9865
Jonathan Saladini's Legg Mason Experience March 2008 - September 2011
Job Section Supervisor, Sr. Systems Engineer, Linux / Storage at The Johns Hopkins University Applied Physics Lab
Industry Defense & Space
Experience
The Johns Hopkins University Applied Physics Laboratory February 2015 - Present
The Johns Hopkins University Applied Physics Laboratory December 2013 - May 2015
GRSi: The Johns Hopkins University Applied Physics Laboratory May 2013 - December 2013
General Dynamics Information Technology -- Civilian and Homeland Security Solutions Divison September 2011 - May 2013
Legg Mason March 2008 - September 2011
Sears Holdings Corporation October 2004 - March 2010
Legg Mason May 2007 - March 2008
Skills
Autosys, Active Directory, AIX, Data Center, Disaster Recovery, Integration, Linux, Oracle, Red Hat Linux, SAN, SDLC, Security, Software Documentation, Solaris, Storage, System Administration, Technical Support, Troubleshooting, Unix, Visual Basic, WebSphere MQ, Windows, XML, vSphere, Requirements Analysis, Infrastructure, Visio, Vendor Management, Business Analysis, VMware, Process Improvement, Windows Server, Servers, Program Management, Cisco Technologies, Analysis, IT Management, NetApp, NAS, Enterprise Architecture
Education
Stanford University 2014 — 2015
Master's Certificate, International Security
Stevenson University 2008 — 2011
Master of Science (MS), Business and Technology Management
Villa Julie College 2003 — 2007
Bachelor of Science (BS), Business Information Systems
Eastern Technical High School 1999 — 2003
High School Diploma, Information Technology / Cisco Networking
The Johns Hopkins University Applied Physics Laboratory February 2015 - Present
The Johns Hopkins University Applied Physics Laboratory December 2013 - May 2015
GRSi: The Johns Hopkins University Applied Physics Laboratory May 2013 - December 2013
General Dynamics Information Technology -- Civilian and Homeland Security Solutions Divison September 2011 - May 2013
Legg Mason March 2008 - September 2011
Sears Holdings Corporation October 2004 - March 2010
Legg Mason May 2007 - March 2008
Skills
Autosys, Active Directory, AIX, Data Center, Disaster Recovery, Integration, Linux, Oracle, Red Hat Linux, SAN, SDLC, Security, Software Documentation, Solaris, Storage, System Administration, Technical Support, Troubleshooting, Unix, Visual Basic, WebSphere MQ, Windows, XML, vSphere, Requirements Analysis, Infrastructure, Visio, Vendor Management, Business Analysis, VMware, Process Improvement, Windows Server, Servers, Program Management, Cisco Technologies, Analysis, IT Management, NetApp, NAS, Enterprise Architecture
Education
Stanford University 2014 — 2015
Master's Certificate, International Security
Stevenson University 2008 — 2011
Master of Science (MS), Business and Technology Management
Villa Julie College 2003 — 2007
Bachelor of Science (BS), Business Information Systems
Eastern Technical High School 1999 — 2003
High School Diploma, Information Technology / Cisco Networking
Darryl Varnum Darryl Varnum's Legg Mason Experience 1999 - 2004
Job Cyber Systems Engineer III at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation (IS) CSD - CENTUAR OPS DISA January 2014 - Present
Northrop Grumman Corporation - (CID) Cyber Intelligence Division, ESSEX January 2012 - January 2014
Northrop Grumman Corporation - (CID) Cyber Intelligence Division, Cyber Security Operations Center January 2009 - January 2012
Northrop Grumman Corporation - (ISD) Intelligence Systems Division, Cyber Security Operations Center October 2007 - 2009
Lockheed Martin - Corporate Shared Services, S&PM November 2005 - October 2007
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Skills
RedHat, Cyber-security, ArcSight, Splunk, Sophos, McAfee, Bluecoat Proxies, Snort, Checkpoint, EnCase, Helix, SQL, Oracle, Linux architecture, EMC SAN Administration, Droid, Windows Server, Office Application, SharePoint, Citrix, Dell PowerEdge Servers, HP Servers, Cisco Wireless, ArcSight Logger and..., ArcSight Smart and Flex..., ArcSight ESM, Brocade Fibre Switches, NIST, GCIH, Cloud Computing, Ethical Hacker, FireEye, System Administration, Servers, Cisco Catalyst Switches, Source Fire NIPS, Juniper VPN, VPN, Network Security, Red Hat Linux, VMware, Computer Security, Security, Networking, Active Directory, Information Technology, Troubleshooting, DNS
Education
Strayer University-Maryland 2005 — 2007
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance, 4.0
South Carroll
Northrop Grumman Corporation (IS) CSD - CENTUAR OPS DISA January 2014 - Present
Northrop Grumman Corporation - (CID) Cyber Intelligence Division, ESSEX January 2012 - January 2014
Northrop Grumman Corporation - (CID) Cyber Intelligence Division, Cyber Security Operations Center January 2009 - January 2012
Northrop Grumman Corporation - (ISD) Intelligence Systems Division, Cyber Security Operations Center October 2007 - 2009
Lockheed Martin - Corporate Shared Services, S&PM November 2005 - October 2007
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Legg Mason 1999 - 2004
Skills
RedHat, Cyber-security, ArcSight, Splunk, Sophos, McAfee, Bluecoat Proxies, Snort, Checkpoint, EnCase, Helix, SQL, Oracle, Linux architecture, EMC SAN Administration, Droid, Windows Server, Office Application, SharePoint, Citrix, Dell PowerEdge Servers, HP Servers, Cisco Wireless, ArcSight Logger and..., ArcSight Smart and Flex..., ArcSight ESM, Brocade Fibre Switches, NIST, GCIH, Cloud Computing, Ethical Hacker, FireEye, System Administration, Servers, Cisco Catalyst Switches, Source Fire NIPS, Juniper VPN, VPN, Network Security, Red Hat Linux, VMware, Computer Security, Security, Networking, Active Directory, Information Technology, Troubleshooting, DNS
Education
Strayer University-Maryland 2005 — 2007
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance, 4.0
South Carroll
Gerry Colman Gerry Colman's Legg Mason Experience 1998 - 2006
Job Sales Support Specialist at United Retirement Plan Consultants and Part Time Millwork Specialist at Home Depot
Industry Banking
Experience
United Retirement Plan Consultants December 2013 - Present
The Home Depot March 1993 - Present
SunTrust Bank January 2013 - October 2013
Wells Fargo April 2007 - July 2012
Smith Barney 2006 - 2007
Legg Mason 1998 - 2006
Skills
Structured Finance, Mutual Funds Research..., Separately Managed..., Rental and Leasing..., Steel Fabrication Yard..., Manager Bridging ..., Money Mangement Research, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Securities, Financial Services, Banking, Bonds, Trading, Valuation, Derivatives, Financial Advisory, Wealth Management, Finance
Education
Stevens Institute of Technology
Bachelor of Science (BS)
United Retirement Plan Consultants December 2013 - Present
The Home Depot March 1993 - Present
SunTrust Bank January 2013 - October 2013
Wells Fargo April 2007 - July 2012
Smith Barney 2006 - 2007
Legg Mason 1998 - 2006
Skills
Structured Finance, Mutual Funds Research..., Separately Managed..., Rental and Leasing..., Steel Fabrication Yard..., Manager Bridging ..., Money Mangement Research, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Securities, Financial Services, Banking, Bonds, Trading, Valuation, Derivatives, Financial Advisory, Wealth Management, Finance
Education
Stevens Institute of Technology
Bachelor of Science (BS)
Jennifer Ickes Jennifer Ickes's Legg Mason Experience June 1997 - August 1998
Job Program Manager at BAE Systems
Industry Defense & Space
Experience
BAE Systems August 1998 - Present
Legg Mason June 1997 - August 1998
Skills
Government Contracting, DoD, FAR, Defense, Program Management, Process Improvement, Defense Contracting, ITAR, Contract Negotiation, Government Proposals, Variance Analysis, Earned Value Management, Cross-functional Team..., Proposal Writing
Education
York College of Pennsylvania 2001 — 2005
Master of Business Administration (MBA), Management
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor's degree, Accounting
BAE Systems August 1998 - Present
Legg Mason June 1997 - August 1998
Skills
Government Contracting, DoD, FAR, Defense, Program Management, Process Improvement, Defense Contracting, ITAR, Contract Negotiation, Government Proposals, Variance Analysis, Earned Value Management, Cross-functional Team..., Proposal Writing
Education
York College of Pennsylvania 2001 — 2005
Master of Business Administration (MBA), Management
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor's degree, Accounting
Daniel Nina Daniel Nina's Legg Mason Experience July 2014 - Present
Job Internal Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
Legg Mason January 2012 - July 2014
Merrill Lynch 2007 - 2009
Goldman Sachs 2001 - 2007
Skills
Asset Allocation, Asset Management, Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Fixed Income, Securities, Wealth Management, Financial Services, Investment Strategies, Retirement, Retirement Planning, Separately Managed..., Hedge Funds
Education
Stony Brook University 1995 — 1999
Bachelor's degree, Economics
Legg Mason July 2014 - Present
Legg Mason January 2012 - July 2014
Merrill Lynch 2007 - 2009
Goldman Sachs 2001 - 2007
Skills
Asset Allocation, Asset Management, Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Fixed Income, Securities, Wealth Management, Financial Services, Investment Strategies, Retirement, Retirement Planning, Separately Managed..., Hedge Funds
Education
Stony Brook University 1995 — 1999
Bachelor's degree, Economics
Malik Felix Malik Felix's Legg Mason Experience July 2014 - Present
Job Experienced Technology Professional
Industry Information Technology and Services
Experience
Legg Mason July 2014 - Present
TD Ameritrade May 2014 - June 2014
Citi August 2013 - January 2014
Citi January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Computer Hardware, System Administration, Windows 7, Troubleshooting, Quality Assurance, Time Management, Technical Support, Information Technology, Operating Systems, Computer Maintenance, Software Installation, Testing, SDLC, Quality Center, Regression Testing, Test Cases, Windows XP, Help Desk Support, Hardware, Windows Vista, Active Directory, Windows Server
Education
State University of New York Empire State College 2013 — 2016
Computer Science
NPower Technology Service Corps 2014 — 2014
Cisco IT Essentials 5.0 Certification, Information Technology
Streetwise Partners 2014 — 2014
Professional Development
Year Up New York 2012 — 2013
Technical Training Certificate, Quality Assurance
Legg Mason July 2014 - Present
TD Ameritrade May 2014 - June 2014
Citi August 2013 - January 2014
Citi January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Computer Hardware, System Administration, Windows 7, Troubleshooting, Quality Assurance, Time Management, Technical Support, Information Technology, Operating Systems, Computer Maintenance, Software Installation, Testing, SDLC, Quality Center, Regression Testing, Test Cases, Windows XP, Help Desk Support, Hardware, Windows Vista, Active Directory, Windows Server
Education
State University of New York Empire State College 2013 — 2016
Computer Science
NPower Technology Service Corps 2014 — 2014
Cisco IT Essentials 5.0 Certification, Information Technology
Streetwise Partners 2014 — 2014
Professional Development
Year Up New York 2012 — 2013
Technical Training Certificate, Quality Assurance
Patrick Hobart's Legg Mason Experience March 2014 - Present
Job Sr. Web Developer at Legg Mason
Industry Internet
Experience
Legg Mason March 2014 - Present
WunderLand October 2013 - March 2014
SPINE LLC June 2013 - October 2013
Ryan Partnership April 2013 - May 2013
QScend Technologies, Inc February 2013 - March 2013
Feury Image Group October 2011 - February 2013
Professional Debt Consultants August 2006 - August 2011
QuinnCom Web Development October 2010 - June 2011
1450, Inc January 2007 - May 2008
MetLife December 2005 - February 2006
Skills
PPC (Pay-per-click)..., SEO (Search Engine..., Traditional, digital..., HTML, CSS, Javascript,..., CSS, Dreamweaver, jQuery, Photoshop, InDesign, Web Development, E-commerce, Graphic Design, Advertising, Marketing, Online Marketing, Social Media, Web Design, User Experience
Education
Naugatuck Valley Community College 2000 — 2002
Associate, Multimedia / Fine Arts; Business Management
Southern Connecticut State University 1998 — 2000
Business Management
Legg Mason March 2014 - Present
WunderLand October 2013 - March 2014
SPINE LLC June 2013 - October 2013
Ryan Partnership April 2013 - May 2013
QScend Technologies, Inc February 2013 - March 2013
Feury Image Group October 2011 - February 2013
Professional Debt Consultants August 2006 - August 2011
QuinnCom Web Development October 2010 - June 2011
1450, Inc January 2007 - May 2008
MetLife December 2005 - February 2006
Skills
PPC (Pay-per-click)..., SEO (Search Engine..., Traditional, digital..., HTML, CSS, Javascript,..., CSS, Dreamweaver, jQuery, Photoshop, InDesign, Web Development, E-commerce, Graphic Design, Advertising, Marketing, Online Marketing, Social Media, Web Design, User Experience
Education
Naugatuck Valley Community College 2000 — 2002
Associate, Multimedia / Fine Arts; Business Management
Southern Connecticut State University 1998 — 2000
Business Management
David Bennett CISSP CISM David Bennett CISSP CISM's Legg Mason Experience 1999 - 2004
Job Network Security Manager at BNBI
Industry Information Technology and Services
Experience
BNBI September 2013 - Present
BNBI - Battelle Institute National Biodefense Analysis and Countermeasures Center (NBACC) July 2010 - Present
ISACA CMC 1999 - June 2015
SRA International March 2009 - July 2010
Department of Homeland Security (DHS) October 2006 - March 2009
Apptis 2006 - 2007
Cendant 2004 - 2006
Legg Mason 1999 - 2004
Carefirst BCBS 1998 - 1999
USF&G 1994 - 1998
Skills
SOX, FISMA, PCI DSS, HIPAA, CISSP, Sarbanes-Oxley Act, Computer Forensics, CISM, IT Audit, Disaster Recovery, Risk Assessment, Security, Information Security..., CISA, Network Security, Security Policy, Security Audits, ISO 27001, Information Security, Vulnerability Management, Encryption, NIST, Vulnerability Assessment, Incident Response, Computer Security, Security Architecture..., Business Continuity, Penetration Testing, Intrusion Detection, ITIL, CEH, Information Assurance, Malware Analysis, Firewalls
Education
Stevenson University 2010 — 2013
MS, Forensic Studies, Computer Forensics Track
University of Maryland University College 1999 — 2002
MS, Computer Systems Management
University of Maryland Baltimore County 1987 — 1991
BS, Information Systems Management
BNBI September 2013 - Present
BNBI - Battelle Institute National Biodefense Analysis and Countermeasures Center (NBACC) July 2010 - Present
ISACA CMC 1999 - June 2015
SRA International March 2009 - July 2010
Department of Homeland Security (DHS) October 2006 - March 2009
Apptis 2006 - 2007
Cendant 2004 - 2006
Legg Mason 1999 - 2004
Carefirst BCBS 1998 - 1999
USF&G 1994 - 1998
Skills
SOX, FISMA, PCI DSS, HIPAA, CISSP, Sarbanes-Oxley Act, Computer Forensics, CISM, IT Audit, Disaster Recovery, Risk Assessment, Security, Information Security..., CISA, Network Security, Security Policy, Security Audits, ISO 27001, Information Security, Vulnerability Management, Encryption, NIST, Vulnerability Assessment, Incident Response, Computer Security, Security Architecture..., Business Continuity, Penetration Testing, Intrusion Detection, ITIL, CEH, Information Assurance, Malware Analysis, Firewalls
Education
Stevenson University 2010 — 2013
MS, Forensic Studies, Computer Forensics Track
University of Maryland University College 1999 — 2002
MS, Computer Systems Management
University of Maryland Baltimore County 1987 — 1991
BS, Information Systems Management
Christine (Gonzalez) Olivera Christine (Gonzalez) Olivera's Legg Mason Experience January 2005 - Present
Job AVP, Account Services Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2005 - Present
Smith Barney June 1999 - January 2005
Education
Smith College 1995 — 1999
Bachelor of Arts, English Language and Literature
Fox Lane High School
Legg Mason January 2005 - Present
Smith Barney June 1999 - January 2005
Education
Smith College 1995 — 1999
Bachelor of Arts, English Language and Literature
Fox Lane High School
Carol Ramsdell Carol Ramsdell's Legg Mason Experience September 1997 - February 2005
Job Associate Vice President Investment Officer The Cornerstone Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Smith Barney February 2005 - February 2009
Legg Mason September 1997 - February 2005
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities
Education
SUNY Oswego 1982 — 1986
BS, Business Admin/Human Resource Mgmt
Wells Fargo Advisors February 2009 - Present
Smith Barney February 2005 - February 2009
Legg Mason September 1997 - February 2005
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities
Education
SUNY Oswego 1982 — 1986
BS, Business Admin/Human Resource Mgmt
Kent Woodard Kent Woodard's Legg Mason Experience January 2000 - July 2005
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Jesse See Jesse See's Legg Mason Experience March 2007 - June 2011
Job Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2007 - June 2011
Skills
Fixed Income, Bloomberg, Investments, Asset Management, Securities, Alternative Investments, Derivatives, Trading
Education
Singapore Polytechnic 1999 — 2002
Diploma, Banking and Financial Support Services
Legg Mason March 2007 - June 2011
Skills
Fixed Income, Bloomberg, Investments, Asset Management, Securities, Alternative Investments, Derivatives, Trading
Education
Singapore Polytechnic 1999 — 2002
Diploma, Banking and Financial Support Services
Timothy Coffey's Legg Mason Experience August 1997 - Present
Job Director, Asset Management Wholesaler
Industry Financial Services
Experience
Legg Mason August 1997 - Present
Bull & Bear Securities 1996 - August 1997
First Investors Corporation 1995 - 1996
Skills
Closed-end Funds, SMA, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Series 24, Separately Managed..., Wealth Management, Asset Managment, Investments, Fixed Income, Hedge Funds, Asset Management, FINRA, Financial Services, Investment Strategies
Education
State University of New York College at Oswego 1990 — 1994
B.A., Economics
Fordham Preparatory 1986 — 1990
Legg Mason August 1997 - Present
Bull & Bear Securities 1996 - August 1997
First Investors Corporation 1995 - 1996
Skills
Closed-end Funds, SMA, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Series 24, Separately Managed..., Wealth Management, Asset Managment, Investments, Fixed Income, Hedge Funds, Asset Management, FINRA, Financial Services, Investment Strategies
Education
State University of New York College at Oswego 1990 — 1994
B.A., Economics
Fordham Preparatory 1986 — 1990
Tim Zheng's Legg Mason Experience July 2007 - September 2011
Job Investor Relations Legg Mason
Industry Financial Services
Experience
Legg Mason July 2007 - September 2011
Skills
Equities, Asset Management, Finance, Fixed Income, Business Analysis, Financial Services, Hedge Funds, Capital Markets, Alternative Investments, Investor Relations, Investment Advisory..., Private Placements, CRM, Bank Reconciliation
Education
Stony Brook University 2002 — 2006
BA, Economics, Philosophy
Legg Mason July 2007 - September 2011
Skills
Equities, Asset Management, Finance, Fixed Income, Business Analysis, Financial Services, Hedge Funds, Capital Markets, Alternative Investments, Investor Relations, Investment Advisory..., Private Placements, CRM, Bank Reconciliation
Education
Stony Brook University 2002 — 2006
BA, Economics, Philosophy
Teron Haughton Teron Haughton's Legg Mason Experience October 2014 - Present
Job Marketing Manager at Legg Mason / Graphic Designer at TH5 Media
Industry Financial Services
Experience
Legg Mason October 2014 - Present
Legg Mason 2011 - Present
TH5 Media January 2010 - Present
TD Bank Group June 2011 - October 2011
HSBC 2008 - 2011
HSBC Securities 2008 - 2011
Skills
Series 6, Series 63, Life Insurance, Mutual Funds, Investments, Retirement, Microsoft Excel, Microsoft Office, Microsoft Exchange, Microsoft Publisher, Microsoft Word, CRM, Mac OS, Problem Solving, Analytical Skills, Competitive Analysis, Customer Service, Sports, Needs Analysis, Computer Proficiency, Expenses, Banking, Technology, Communication, Church Administration, Audio Engineering, Live Sound, Monitor Mixing, Social Media, Digital Media, Media, Media Production, sound, Sales Force Development, Follow-up Sales Activity, Leadership, Team Building, Leadership Development
Education
Southern Connecticut State University
Finance, General
University of Bridgeport
Finance, General
Legg Mason October 2014 - Present
Legg Mason 2011 - Present
TH5 Media January 2010 - Present
TD Bank Group June 2011 - October 2011
HSBC 2008 - 2011
HSBC Securities 2008 - 2011
Skills
Series 6, Series 63, Life Insurance, Mutual Funds, Investments, Retirement, Microsoft Excel, Microsoft Office, Microsoft Exchange, Microsoft Publisher, Microsoft Word, CRM, Mac OS, Problem Solving, Analytical Skills, Competitive Analysis, Customer Service, Sports, Needs Analysis, Computer Proficiency, Expenses, Banking, Technology, Communication, Church Administration, Audio Engineering, Live Sound, Monitor Mixing, Social Media, Digital Media, Media, Media Production, sound, Sales Force Development, Follow-up Sales Activity, Leadership, Team Building, Leadership Development
Education
Southern Connecticut State University
Finance, General
University of Bridgeport
Finance, General
Jennifer Buntz's Legg Mason Experience June 2014 - Present
Job Regional Sales Consultant at Highland Capital Management, L.P.
Industry Public Relations and Communications
Experience
Highland Capital Management, L.P. January 2015 - Present
Legg Mason June 2014 - Present
PepsiCo January 2013 - June 2014
The Richards Group September 2012 - December 2012
Moon Capital June 2012 - July 2012
Brunswick Group January 2012 - May 2012
Rest + Revolution Public Relations August 2011 - January 2012
Laureate Psychiatric Hospital / Saint Francis Health Systems June 2011 - August 2011
Plan B Public Relations January 2011 - May 2011
SMU Daily Campus January 2011 - May 2011
Skills
Corporate Communications, Media Relations, Financial Communications, Fashion Public Relations, Strategic Communications, Team Leadership, Social Networking, Public Relations, Social Media, Press Releases, Facebook
Education
Southern Methodist University 2009 — 2012
Coporate Communications and Public Affairs with a Minor in Journalism, Communications
Highland Capital Management, L.P. January 2015 - Present
Legg Mason June 2014 - Present
PepsiCo January 2013 - June 2014
The Richards Group September 2012 - December 2012
Moon Capital June 2012 - July 2012
Brunswick Group January 2012 - May 2012
Rest + Revolution Public Relations August 2011 - January 2012
Laureate Psychiatric Hospital / Saint Francis Health Systems June 2011 - August 2011
Plan B Public Relations January 2011 - May 2011
SMU Daily Campus January 2011 - May 2011
Skills
Corporate Communications, Media Relations, Financial Communications, Fashion Public Relations, Strategic Communications, Team Leadership, Social Networking, Public Relations, Social Media, Press Releases, Facebook
Education
Southern Methodist University 2009 — 2012
Coporate Communications and Public Affairs with a Minor in Journalism, Communications
Michael Patrick Hayes Michael Patrick Hayes's Legg Mason Experience December 2001 - April 2009
Job Reporter at 929 Media
Industry Financial Services
Experience
929 Media August 2014 - Present
PIMCO October 2010 - August 2014
Financial Research Corp. (FRC) July 2009 - October 2010
Legg Mason December 2001 - April 2009
Registered Rep magazine 1999 - 2001
New Haven Register 1986 - 1989
Skills
Copywriting, Internal Communications, Marketing Communications, Newsletters, Mutual Funds, Investment Management, Financial Services, Email Marketing, Thought Leadership, Brochures, Strategy, Capabilities Brochures, Editing, Marketing Copy, Series 7, Publishing, Content Development, Asset Management, Editorial, Corporate Communications, Marketing/Advertising, FINRA Series 7, Financial Advisory, Press Releases, FINRA, Magazines, Strategic Communications, Marketing, Alternative Investments, Series 63, Marketing Management, Asset Allocation, Retirement, Retirement Planning, Asset Managment, SEO copywriting
Education
Southern Connecticut State University 1982 — 1986
BS, Journalism
Sacred Heart High School Waterbury 1978 — 1981
College Prep, College Prep
929 Media August 2014 - Present
PIMCO October 2010 - August 2014
Financial Research Corp. (FRC) July 2009 - October 2010
Legg Mason December 2001 - April 2009
Registered Rep magazine 1999 - 2001
New Haven Register 1986 - 1989
Skills
Copywriting, Internal Communications, Marketing Communications, Newsletters, Mutual Funds, Investment Management, Financial Services, Email Marketing, Thought Leadership, Brochures, Strategy, Capabilities Brochures, Editing, Marketing Copy, Series 7, Publishing, Content Development, Asset Management, Editorial, Corporate Communications, Marketing/Advertising, FINRA Series 7, Financial Advisory, Press Releases, FINRA, Magazines, Strategic Communications, Marketing, Alternative Investments, Series 63, Marketing Management, Asset Allocation, Retirement, Retirement Planning, Asset Managment, SEO copywriting
Education
Southern Connecticut State University 1982 — 1986
BS, Journalism
Sacred Heart High School Waterbury 1978 — 1981
College Prep, College Prep
David Mango David Mango's Legg Mason Experience May 2015 - Present
Job Sales Services Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
Legg Mason June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Creative Writing, Public Speaking, Social Networking, Facebook
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics
Greenwich High School 2008 — 2011
Fairfield College Preparatory School 2007 — 2008
Legg Mason May 2015 - Present
Legg Mason June 2014 - August 2014
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Creative Writing, Public Speaking, Social Networking, Facebook
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics
Greenwich High School 2008 — 2011
Fairfield College Preparatory School 2007 — 2008
George Huebschman's Legg Mason Experience September 2005 - January 2012
Job TSM Support Admin at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason September 2005 - January 2012
Legg Mason, Inc. 2008 - 2010
Legg Mason December 1998 - September 2005
F.M. Stevenson Company 1991 - 1993
Skills
TSM, IBM SVC and Storwize..., Brocade Config and..., IBM TS3500 Tape Library, IBM TS3310 Tape Library
Education
Slippery Rock University of Pennsylvania 1981 — 1985
BS/BA, Business Administration
Legg Mason September 2005 - January 2012
Legg Mason, Inc. 2008 - 2010
Legg Mason December 1998 - September 2005
F.M. Stevenson Company 1991 - 1993
Skills
TSM, IBM SVC and Storwize..., Brocade Config and..., IBM TS3500 Tape Library, IBM TS3310 Tape Library
Education
Slippery Rock University of Pennsylvania 1981 — 1985
BS/BA, Business Administration
Marc Chehlaoui Marc Chehlaoui's Legg Mason Experience September 1999 - November 2005
Job Managing Director, Institutional Equity Sales at Needham & Company
Industry Capital Markets
Experience
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
Charlene Smith (Pierpoint) Charlene Smith (Pierpoint)'s Legg Mason Experience May 2006 - October 2006
Job Sr. Consultant at Worksoft, Inc
Industry Information Services
Experience
Worksoft, Inc October 2006 - Present
Legg Mason May 2006 - October 2006
Aitheras, LLC January 2006 - May 2006
McCormick and Company, Inc December 2001 - December 2005
Skills
Test Automation, Quality Center, SAP, Quality Assurance, User Acceptance Testing, Testing, Regression Testing, Requirements Analysis, Test Management, Software Quality..., Test Planning, SDLC, Business Analysis, Test Strategy, Test Cases, ERP, Test Execution, SAP R/3, SAP ERP, System Testing, Manual Testing, Business Process, QTP, Pre-sales, Performance Testing
Education
Stevenson University 2001 — 2003
M.S, E-Commerce
Stevenson University 1998 — 2002
B.S, Computer Information Systems
GBHS
Worksoft, Inc October 2006 - Present
Legg Mason May 2006 - October 2006
Aitheras, LLC January 2006 - May 2006
McCormick and Company, Inc December 2001 - December 2005
Skills
Test Automation, Quality Center, SAP, Quality Assurance, User Acceptance Testing, Testing, Regression Testing, Requirements Analysis, Test Management, Software Quality..., Test Planning, SDLC, Business Analysis, Test Strategy, Test Cases, ERP, Test Execution, SAP R/3, SAP ERP, System Testing, Manual Testing, Business Process, QTP, Pre-sales, Performance Testing
Education
Stevenson University 2001 — 2003
M.S, E-Commerce
Stevenson University 1998 — 2002
B.S, Computer Information Systems
GBHS
Ka Ling Liu's Legg Mason Experience May 2012 - December 2013
Job Contingent Worker at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - January 2015
Legg Mason May 2012 - December 2013
Legg Mason April 2011 - May 2012
Legg Mason July 2007 - April 2011
Skills
Microsoft Office, Microsoft Excel, Outlook, Bloomberg, Mandarin, Cantonese, Project Management, Client Liaison, Client Service Oriented, Transfer Agency, Fund Accounting, Mutual Funds, Product Development, Due Diligence, Budgets, Communication, Computers, Pivot Tables, Vlookup, Data Entry, Data Management, Financial Statements, Expense Reports, Financial Reporting, FundSERV, Anti Money Laundering
Education
State University of New York at New Paltz 2003 — 2007
Bachelor of Science (BS), Finance, General
BlackRock July 2014 - January 2015
Legg Mason May 2012 - December 2013
Legg Mason April 2011 - May 2012
Legg Mason July 2007 - April 2011
Skills
Microsoft Office, Microsoft Excel, Outlook, Bloomberg, Mandarin, Cantonese, Project Management, Client Liaison, Client Service Oriented, Transfer Agency, Fund Accounting, Mutual Funds, Product Development, Due Diligence, Budgets, Communication, Computers, Pivot Tables, Vlookup, Data Entry, Data Management, Financial Statements, Expense Reports, Financial Reporting, FundSERV, Anti Money Laundering
Education
State University of New York at New Paltz 2003 — 2007
Bachelor of Science (BS), Finance, General
LaVerne Curbeam-Tilghman LaVerne Curbeam-Tilghman's Legg Mason Experience July 2000 - January 2012
Job Computer Information Services Specialist Supervisor at State Of Maryland
Industry Information Technology and Services
Experience
State Of Maryland August 2014 - Present
State of Maryland February 2013 - August 2014
Legg Mason July 2000 - January 2012
St. Paul Companies (formerly USF&G) January 1977 - March 1999
Skills
Windows, Active Directory, ActiveSync, Database Administration, MS Project, MS-DOS, Microsoft SQL Server, Oracle SQL, Unix, Linux System..., Autosys, dsedit, Blackberry Enterprise..., Microsoft Exchange, Corporate Governance, IT Audit, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Unix Security, Modular Messaging, Facetime, Network Administration, Network Security, PeopleSoft, Business Object, RSA Security, Eagle PACE, Maximizer, Governance, Password Resets, Data Transfer, Disaster Recovery, Citrix, System Administration, Business Continuity
Education
LaKe Clifton 1971 — 1975
Business Administration
Sojourner-Douglass College
State Of Maryland August 2014 - Present
State of Maryland February 2013 - August 2014
Legg Mason July 2000 - January 2012
St. Paul Companies (formerly USF&G) January 1977 - March 1999
Skills
Windows, Active Directory, ActiveSync, Database Administration, MS Project, MS-DOS, Microsoft SQL Server, Oracle SQL, Unix, Linux System..., Autosys, dsedit, Blackberry Enterprise..., Microsoft Exchange, Corporate Governance, IT Audit, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Unix Security, Modular Messaging, Facetime, Network Administration, Network Security, PeopleSoft, Business Object, RSA Security, Eagle PACE, Maximizer, Governance, Password Resets, Data Transfer, Disaster Recovery, Citrix, System Administration, Business Continuity
Education
LaKe Clifton 1971 — 1975
Business Administration
Sojourner-Douglass College
Marc Tedaldi Marc Tedaldi's Legg Mason Experience May 2008 - March 2012
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance December 2012 - Present
State Farm Insurance March 2012 - Present
Legg Mason May 2008 - March 2012
Legg Mason May 2006 - May 2008
Citigroup Asset Management April 2004 - May 2006
Smith Barney May 2001 - April 2004
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 63
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
BS, Finance
State Farm Insurance December 2012 - Present
State Farm Insurance March 2012 - Present
Legg Mason May 2008 - March 2012
Legg Mason May 2006 - May 2008
Citigroup Asset Management April 2004 - May 2006
Smith Barney May 2001 - April 2004
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 63
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
BS, Finance
Sam DeGroff Sam DeGroff's Legg Mason Experience May 2008 - December 2008
Job Data Manager at Wilson School District
Industry Information Technology and Services
Experience
Wilson School District October 2013 - Present
Wilson School District January 2009 - October 2013
Legg Mason May 2008 - December 2008
Tyco Electronics January 2007 - July 2007
Skills
Project Management, Data Quality, JavaScript, Java, Visual C#, Visual Studio, Windows XP Pro, Windows 7, Windows 8, OS X, Linux, Computer Hardware, Instructional Technology, Microsoft Office, ETL
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Exeter Township Senior High School 2001 — 2004
H.S. Diploma, College Prep
Wilson School District October 2013 - Present
Wilson School District January 2009 - October 2013
Legg Mason May 2008 - December 2008
Tyco Electronics January 2007 - July 2007
Skills
Project Management, Data Quality, JavaScript, Java, Visual C#, Visual Studio, Windows XP Pro, Windows 7, Windows 8, OS X, Linux, Computer Hardware, Instructional Technology, Microsoft Office, ETL
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Exeter Township Senior High School 2001 — 2004
H.S. Diploma, College Prep
William Tawes, CDP, MS, PMP, CSM William Tawes, CDP, MS, PMP, CSM's Legg Mason Experience 2005 - 2011
Job Adjunct Faculty Stevenson University and Site Director at PMI Baltimore Chapter
Industry Information Technology and Services
Experience
Stevenson University August 2014 - Present
PMI - Baltimore Chapter January 2014 - Present
Edaptive Systems, Inc May 2012 - December 2013
Legg Mason 2005 - 2011
CareFirst Blue Cross/Blue Shield 2004 - 2005
Vision Technology Services 2002 - 2004
Skills
PMP, PMO, Project Management, Project Portfolio..., SDLC, Process Improvement, Team Management, Enterprise Software, Governance, Leadership, MS Project, Software Project..., Vendor Management, Management, Program Management, Project Delivery, System Administration, Project Planning, Disaster Recovery, Strategic Planning, Team Building, SharePoint, Integration, Project Accounting, Business Process, Visio, Requirements Analysis, Business Intelligence, IT Strategy, Scrum, Requirements Gathering, Training, Business Requirements, Software Documentation, ITIL, Business Analysis, Risk Management, Change Management, IT Management, Resource Management, Business Process..., Enterprise Architecture, Team Leadership, Trusted Advisor, Project Metrics, Agile Application..., Microsoft Project
Education
Stevenson University 1997 — 2002
Master of Science (M.S.), Advanced Information Technologies
Towson University
BS, Business Administration - Financial Management
Baltimore Polytechnic Institute
Stevenson University August 2014 - Present
PMI - Baltimore Chapter January 2014 - Present
Edaptive Systems, Inc May 2012 - December 2013
Legg Mason 2005 - 2011
CareFirst Blue Cross/Blue Shield 2004 - 2005
Vision Technology Services 2002 - 2004
Skills
PMP, PMO, Project Management, Project Portfolio..., SDLC, Process Improvement, Team Management, Enterprise Software, Governance, Leadership, MS Project, Software Project..., Vendor Management, Management, Program Management, Project Delivery, System Administration, Project Planning, Disaster Recovery, Strategic Planning, Team Building, SharePoint, Integration, Project Accounting, Business Process, Visio, Requirements Analysis, Business Intelligence, IT Strategy, Scrum, Requirements Gathering, Training, Business Requirements, Software Documentation, ITIL, Business Analysis, Risk Management, Change Management, IT Management, Resource Management, Business Process..., Enterprise Architecture, Team Leadership, Trusted Advisor, Project Metrics, Agile Application..., Microsoft Project
Education
Stevenson University 1997 — 2002
Master of Science (M.S.), Advanced Information Technologies
Towson University
BS, Business Administration - Financial Management
Baltimore Polytechnic Institute
Anthony Vollmer, CIMA®'s Legg Mason Experience September 2011 - Present
Job Regional Director, Vice President Chicago & Milwaukee
Industry Financial Services
Experience
Legg Mason September 2011 - Present
Legg Mason April 2010 - September 2011
Legg Mason August 2007 - April 2010
Legg Mason February 2007 - July 2007
Citigroup 2006 - 2007
Skills
Separately Managed..., Investments, Investment Strategies, Series 63, Mutual Funds, Closed-end Funds, Fixed Income, Municipal Bonds, Equities, Investment Management, Dividends, Sales, Sales Management, Analysis, Competitive Analysis, US Equities, 529 Plans, Series 7, Series 24, Asset Allocation, Foreign Currency, Currency, Alternative Investments, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
Legg Mason September 2011 - Present
Legg Mason April 2010 - September 2011
Legg Mason August 2007 - April 2010
Legg Mason February 2007 - July 2007
Citigroup 2006 - 2007
Skills
Separately Managed..., Investments, Investment Strategies, Series 63, Mutual Funds, Closed-end Funds, Fixed Income, Municipal Bonds, Equities, Investment Management, Dividends, Sales, Sales Management, Analysis, Competitive Analysis, US Equities, 529 Plans, Series 7, Series 24, Asset Allocation, Foreign Currency, Currency, Alternative Investments, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
Cassandra Snyder Cassandra Snyder's Legg Mason Experience February 2013 - Present
Job Vice President, National Accounts at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2013 - Present
Legg Mason April 2009 - January 2013
Legg Mason February 2007 - March 2009
Legg Mason January 2006 - January 2007
Citigroup Asset Management March 2004 - December 2005
Gap Inc. 2002 - 2003
Macy's Herald Square (New York, NY) 1999 - 2002
Lord & Taylor 1998 - 1999
Macy's 1996 - 1998
Skills
Series 63, Series 7, Separately Managed..., Asset Allocation, Mutual Funds, Series 24, Asset Management, 529 Plans, Relationship Management
Education
State University of New York College at Oswego 1992 — 1996
Bachelor of Science, Marketing
Half Hollow Hills High School East
Legg Mason February 2013 - Present
Legg Mason April 2009 - January 2013
Legg Mason February 2007 - March 2009
Legg Mason January 2006 - January 2007
Citigroup Asset Management March 2004 - December 2005
Gap Inc. 2002 - 2003
Macy's Herald Square (New York, NY) 1999 - 2002
Lord & Taylor 1998 - 1999
Macy's 1996 - 1998
Skills
Series 63, Series 7, Separately Managed..., Asset Allocation, Mutual Funds, Series 24, Asset Management, 529 Plans, Relationship Management
Education
State University of New York College at Oswego 1992 — 1996
Bachelor of Science, Marketing
Half Hollow Hills High School East
John Callender John Callender's Legg Mason Experience July 2010 - Present
Job Internal Wholesaler, DCIO Channel at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2010 - Present
Diversified November 2004 - February 2008
JPMorgan Chase February 2003 - December 2003
Skills
Asset Management, Closed-end Funds, SMA, 529 Plans, Series 7, Series 63, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investments, Retirement, Asset Allocation, Alternative Investments, Finance, Equities, Financial Services, Wealth Management, Portfolio Management
Education
SUNY Stony Brook 1994 — 1998
BS, Economics
Legg Mason July 2010 - Present
Diversified November 2004 - February 2008
JPMorgan Chase February 2003 - December 2003
Skills
Asset Management, Closed-end Funds, SMA, 529 Plans, Series 7, Series 63, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investments, Retirement, Asset Allocation, Alternative Investments, Finance, Equities, Financial Services, Wealth Management, Portfolio Management
Education
SUNY Stony Brook 1994 — 1998
BS, Economics
Shannon McCraw, Baltimore SEO Expert's Legg Mason Experience January 2007 - September 2009
Job Business Owner at Virtual Surge
Industry Information Technology and Services
Experience
Virtual Surge SEO, LLC December 2013 - Present
Pass A Task August 2013 - Present
eBay 2011 - June 2015
Social Media 4 You February 2010 - January 2015
Legg Mason January 2007 - September 2009
NAI KLNB Inc. 2003 - 2005
Colliers Pinkard 2000 - 2003
Skills
Entrepreneurship, Management, Social Media, Social Networking, Social Media Marketing, Networking, Project Management, Leadership, SEO, Online Marketing, Online Advertising, Reputation Management, Advertising, Blogging, Customer Service, Marketing, Marketing Strategy, Strategic Planning, Team Building, Sales, Small Business, Marketing Communications, SMO, Microsoft Office
Education
Stevenson University 2004 — 2006
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Virtual Surge SEO, LLC December 2013 - Present
Pass A Task August 2013 - Present
eBay 2011 - June 2015
Social Media 4 You February 2010 - January 2015
Legg Mason January 2007 - September 2009
NAI KLNB Inc. 2003 - 2005
Colliers Pinkard 2000 - 2003
Skills
Entrepreneurship, Management, Social Media, Social Networking, Social Media Marketing, Networking, Project Management, Leadership, SEO, Online Marketing, Online Advertising, Reputation Management, Advertising, Blogging, Customer Service, Marketing, Marketing Strategy, Strategic Planning, Team Building, Sales, Small Business, Marketing Communications, SMO, Microsoft Office
Education
Stevenson University 2004 — 2006
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Parke Miller Johnson Parke Miller Johnson's Legg Mason Experience January 2006 - April 2009
Job Director, Editorial at Brookfield Investment Management Inc.
Industry Financial Services
Experience
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Richard Gant, CFS®'s Legg Mason Experience 1998 - 2000
Job Vice President & Financial Advisor at CenterState Financial Services
Industry Financial Services
Experience
CenterState Bank 2008 - Present
Colonial Brokerage, Inc. 2007 - 2008
TD Ameritrade 2003 - 2007
TD Ameritrade 2000 - 2003
Legg Mason 1998 - 2000
Skills
Leadership, Asset Management, Economics, Organizational..., Communication, Equities, Fixed Income, Problem Solving, Research, Asset Allocation, 401k Rollovers, Trusts, Endowments, Asset Based Lending, Diversification, ETFs, Options, Business Planning, Team Building, Financial Coaching, Credit, Municipalities
Education
Southeastern Louisiana University
Bachelor of Arts (BA), Economics & Minor Business Management
CenterState Bank 2008 - Present
Colonial Brokerage, Inc. 2007 - 2008
TD Ameritrade 2003 - 2007
TD Ameritrade 2000 - 2003
Legg Mason 1998 - 2000
Skills
Leadership, Asset Management, Economics, Organizational..., Communication, Equities, Fixed Income, Problem Solving, Research, Asset Allocation, 401k Rollovers, Trusts, Endowments, Asset Based Lending, Diversification, ETFs, Options, Business Planning, Team Building, Financial Coaching, Credit, Municipalities
Education
Southeastern Louisiana University
Bachelor of Arts (BA), Economics & Minor Business Management
James Masiello James Masiello's Legg Mason Experience December 2005 - March 2009
Job President at Mas Industries LLC.
Industry Information Services
Experience
Reputation Management Specialist December 2014 - Present
Legg Mason December 2005 - March 2009
Citigroup March 1996 - November 2005
Education
State University of New York - System 1987 — 1990
B.S. Accounting, Accounting
Reputation Management Specialist December 2014 - Present
Legg Mason December 2005 - March 2009
Citigroup March 1996 - November 2005
Education
State University of New York - System 1987 — 1990
B.S. Accounting, Accounting
Alexander T. Almy Alexander T. Almy's Legg Mason Experience June 2014 - Present
Job Analyst at Legg Mason
Industry Investment Management
Experience
Johns Hopkins Institute for Applied Economics October 2014 - Present
Legg Mason June 2014 - Present
Legg Mason December 2013 - January 2014
Legg Mason June 2013 - August 2013
Skills
Economics, Statistics, Microsoft Excel, Data Analysis, Microsoft Office, Social Networking, Research, Critical Thinking, Minitab, Qualitative Research, Applied Mathematics, Writing, Microsoft Word, PowerPoint, Economic Analysis, Statistical Analysis, Investments, Bloomberg Terminal, Credit Analysis, Quantitative Research, Regression Analysis, Logistic Regression, Analysis, Editing, Financial Analysis, SNL Financial, Econometrics, Financial Modeling, Valuation Modeling, DCF Valuation, Equity Research, Ad Hoc Analysis, Corporate Strategy, Corporate Finance, Due Diligence, Competitive Intelligence, Capital Structure, Enterprise Valuation, Business Valuation
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
MBA, Finance
St. Lawrence University 2010 — 2014
BS, Mathematics & Economics
Indian Creek Upper School 2006 — 2010
High School
Johns Hopkins Institute for Applied Economics October 2014 - Present
Legg Mason June 2014 - Present
Legg Mason December 2013 - January 2014
Legg Mason June 2013 - August 2013
Skills
Economics, Statistics, Microsoft Excel, Data Analysis, Microsoft Office, Social Networking, Research, Critical Thinking, Minitab, Qualitative Research, Applied Mathematics, Writing, Microsoft Word, PowerPoint, Economic Analysis, Statistical Analysis, Investments, Bloomberg Terminal, Credit Analysis, Quantitative Research, Regression Analysis, Logistic Regression, Analysis, Editing, Financial Analysis, SNL Financial, Econometrics, Financial Modeling, Valuation Modeling, DCF Valuation, Equity Research, Ad Hoc Analysis, Corporate Strategy, Corporate Finance, Due Diligence, Competitive Intelligence, Capital Structure, Enterprise Valuation, Business Valuation
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
MBA, Finance
St. Lawrence University 2010 — 2014
BS, Mathematics & Economics
Indian Creek Upper School 2006 — 2010
High School
Andreas Rothbauer's Legg Mason Experience January 2008 - May 2010
Job Integration Project Manager at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation December 2013 - Present
Finacity Corporation March 2012 - December 2013
Frontier Communications May 2010 - March 2012
Legg Mason January 2008 - May 2010
MLS Camps August 2005 - December 2008
Skills
SQL, Smartstream, Portia, Excel, Access, Word, Outlook, PowerPoint, Teradata, Brio Query, Bilingual, German, Databases, Data Analysis, Microsoft Excel, Microsoft Word, Facebook, Financial Modeling, Process Improvement, Microsoft Office, Integration, Quality Assurance, Requirements Analysis, Data Integration, Business Analysis, Social Media
Education
Southern Connecticut State University 2003 — 2007
BS, International Business
Finacity Corporation December 2013 - Present
Finacity Corporation March 2012 - December 2013
Frontier Communications May 2010 - March 2012
Legg Mason January 2008 - May 2010
MLS Camps August 2005 - December 2008
Skills
SQL, Smartstream, Portia, Excel, Access, Word, Outlook, PowerPoint, Teradata, Brio Query, Bilingual, German, Databases, Data Analysis, Microsoft Excel, Microsoft Word, Facebook, Financial Modeling, Process Improvement, Microsoft Office, Integration, Quality Assurance, Requirements Analysis, Data Integration, Business Analysis, Social Media
Education
Southern Connecticut State University 2003 — 2007
BS, International Business
Erin Burgart's Legg Mason Experience July 1999 - November 1999
Job Marketing Manager at AMT Engineering
Industry Civil Engineering
Experience
AMT Engineering January 2015 - Present
Moffatt & Nichol July 2011 - December 2014
Mason Technical Services Company August 2006 - December 2014
HTI December 2007 - July 2011
Lester Building Systems, LLC August 2004 - September 2006
Suttle February 2004 - August 2004
URS Corporation July 2001 - February 2004
SFA, Inc. August 2000 - July 2001
Lear Siegler Services, Inc. November 1999 - August 2000
Legg Mason July 1999 - November 1999
Skills
Proposal Writing, Marketing Communications, Marketing, Marketing Strategy, Management, Cross-functional Team..., Corporate Communications, Public Relations, Business Development, MS Project, Advertising, Brand Management, Adobe Creative Suite, Message Development, Sales Presentations, Company Newsletters, Collateral, Capture Planning, Corporate Style Guide..., Website Development, Microsoft Project, Strategic Planning
Education
Shipley Associates Writing and Managing Winning Proposals 2007 — 2007
Stevenson University 1995 — 1999
Bachelors of Science, Business Systems: Communications
Old Mill
AMT Engineering January 2015 - Present
Moffatt & Nichol July 2011 - December 2014
Mason Technical Services Company August 2006 - December 2014
HTI December 2007 - July 2011
Lester Building Systems, LLC August 2004 - September 2006
Suttle February 2004 - August 2004
URS Corporation July 2001 - February 2004
SFA, Inc. August 2000 - July 2001
Lear Siegler Services, Inc. November 1999 - August 2000
Legg Mason July 1999 - November 1999
Skills
Proposal Writing, Marketing Communications, Marketing, Marketing Strategy, Management, Cross-functional Team..., Corporate Communications, Public Relations, Business Development, MS Project, Advertising, Brand Management, Adobe Creative Suite, Message Development, Sales Presentations, Company Newsletters, Collateral, Capture Planning, Corporate Style Guide..., Website Development, Microsoft Project, Strategic Planning
Education
Shipley Associates Writing and Managing Winning Proposals 2007 — 2007
Stevenson University 1995 — 1999
Bachelors of Science, Business Systems: Communications
Old Mill
Maria Rosati Maria Rosati's Legg Mason Experience October 2006 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2006 - Present
Citigroup Global Wealth Management 2004 - 2006
The Torrenzano Group 1998 - 2003
Ketchum 1995 - 1996
GCI Group 1990 - 1994
GCI Group International (Grey Advertising) 1990 - 1994
Skills
Asset Management, Mutual Funds, Brand Development, Investor Relations, Asset Managment, Corporate Communications, Crisis Communications, Media Relations, Financial Services, Alternative Investments, Hedge Funds, Relationship Management, Series 7, Equities, Wealth Management
Education
Simmons College 1984 — 1988
Bachelor of Arts, History and Spanish
Toll Gate High School 1982 — 1984
Legg Mason October 2006 - Present
Citigroup Global Wealth Management 2004 - 2006
The Torrenzano Group 1998 - 2003
Ketchum 1995 - 1996
GCI Group 1990 - 1994
GCI Group International (Grey Advertising) 1990 - 1994
Skills
Asset Management, Mutual Funds, Brand Development, Investor Relations, Asset Managment, Corporate Communications, Crisis Communications, Media Relations, Financial Services, Alternative Investments, Hedge Funds, Relationship Management, Series 7, Equities, Wealth Management
Education
Simmons College 1984 — 1988
Bachelor of Arts, History and Spanish
Toll Gate High School 1982 — 1984
Courtney Fischbach's Legg Mason Experience February 2014 - Present
Job VP, Social Media at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2014 - Present
Legg Mason 2012 - February 2014
Synapse Group, Inc. / Time Inc. 2009 - 2012
ModelCo 2008 - 2009
Dyson, Inc. 2007 - 2008
The Metropolitan Museum of Art, The Met Store 2006 - 2007
Alès Group, USA 2003 - 2005
OnSite Promotions / Alloy Media + Marketing 2001 - 2003
Skills
Social Media, Digital Marketing, Marketing Strategy, Marketing, Email Marketing, Advertising, CRM, Management
Education
Santa Clara University 1997 — 2001
BA, English
Legg Mason February 2014 - Present
Legg Mason 2012 - February 2014
Synapse Group, Inc. / Time Inc. 2009 - 2012
ModelCo 2008 - 2009
Dyson, Inc. 2007 - 2008
The Metropolitan Museum of Art, The Met Store 2006 - 2007
Alès Group, USA 2003 - 2005
OnSite Promotions / Alloy Media + Marketing 2001 - 2003
Skills
Social Media, Digital Marketing, Marketing Strategy, Marketing, Email Marketing, Advertising, CRM, Management
Education
Santa Clara University 1997 — 2001
BA, English
Kristen DiPerri's Legg Mason Experience October 2012 - May 2014
Job Senior Graphic Designer at Gartner
Industry Graphic Design
Experience
Gartner February 2015 - Present
Waterbury School System May 2014 - February 2015
DiPerri Design December 2010 - February 2015
Legg Mason October 2012 - May 2014
Yale Printing & Publishing August 2012 - September 2012
Group C Inc August 2011 - May 2012
University of Massachusettes Dartmouth Media Lab September 2010 - May 2011
University of Massachusetts Dartmouth Graphic Design Class 2011 May 2010 - May 2011
Skills
Graphic Design, Typography, Graphics, Book Design, Brochures, Layout, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Branding & Identity, Mac, Logo Design, Books, Visual Communication, Corporate Identity, Packaging, Image Manipulation, Iconography, Posters, Business Cards, Art, QuarkXPress, Information Design, Art Direction, Pre-press, Banners, Painting, Color Theory, Dreamweaver, Creative Problem Solving, Retouching, Flyers, Photography, Screen Printing, Advertising, Creative Direction, Invitations, Corporate Branding, Brand Development, Image Editing, Concept Development, Visual Identity, Adobe Acrobat, Collateral, Vector Illustration, Creative Services, Teaching, Classroom Management
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's Degree, Graphic Design & Letterform
Southern Connecticut State University
Teacher Certification, Art Education
Gartner February 2015 - Present
Waterbury School System May 2014 - February 2015
DiPerri Design December 2010 - February 2015
Legg Mason October 2012 - May 2014
Yale Printing & Publishing August 2012 - September 2012
Group C Inc August 2011 - May 2012
University of Massachusettes Dartmouth Media Lab September 2010 - May 2011
University of Massachusetts Dartmouth Graphic Design Class 2011 May 2010 - May 2011
Skills
Graphic Design, Typography, Graphics, Book Design, Brochures, Layout, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Branding & Identity, Mac, Logo Design, Books, Visual Communication, Corporate Identity, Packaging, Image Manipulation, Iconography, Posters, Business Cards, Art, QuarkXPress, Information Design, Art Direction, Pre-press, Banners, Painting, Color Theory, Dreamweaver, Creative Problem Solving, Retouching, Flyers, Photography, Screen Printing, Advertising, Creative Direction, Invitations, Corporate Branding, Brand Development, Image Editing, Concept Development, Visual Identity, Adobe Acrobat, Collateral, Vector Illustration, Creative Services, Teaching, Classroom Management
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's Degree, Graphic Design & Letterform
Southern Connecticut State University
Teacher Certification, Art Education
Jonathan Comerford Jonathan Comerford's Legg Mason Experience October 2014 - Present
Job Junior Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2014 - Present
Barrington Media Group January 2014 - September 2014
Paradise Pizza Restuarant August 2012 - June 2013
Ash Creek Saloon June 2010 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Customer Service, Banking, Microsoft Word, Finance, Microsoft Office, Accounting, Financial Modeling, Budgets, Credit, Teamwork, Time Management, Investments, Strategic Financial..., Leadership, Forecasting, Access, Analysis, Financial Reporting, Risk Management
Education
Southern Connecticut State University 2008 — 2013
Bachelor of Science (BS), Finance
Legg Mason October 2014 - Present
Barrington Media Group January 2014 - September 2014
Paradise Pizza Restuarant August 2012 - June 2013
Ash Creek Saloon June 2010 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Customer Service, Banking, Microsoft Word, Finance, Microsoft Office, Accounting, Financial Modeling, Budgets, Credit, Teamwork, Time Management, Investments, Strategic Financial..., Leadership, Forecasting, Access, Analysis, Financial Reporting, Risk Management
Education
Southern Connecticut State University 2008 — 2013
Bachelor of Science (BS), Finance
Greg Crosby Greg Crosby's Legg Mason Experience August 2000 - September 2003
Job Product Line Manager at HGST/GTechnology
Industry Marketing and Advertising
Experience
HGST, a Western Digital company October 2011 - Present
FINLEY DESIGN SERVICES, INC November 2008 - October 2011
TD Ameritrade July 2007 - November 2008
West Corporation January 2007 - July 2007
United States Air Force June 2005 - November 2006
University of Maryland University College January 2004 - June 2005
Legg Mason August 2000 - September 2003
Legg Mason August 2000 - September 2003
Tower Federal Credit Union January 2000 - July 2000
Circuit City May 1996 - January 2000
Skills
Windows, Customer Relations, Troubleshooting, Microsoft Office, Adobe Acrobat, HTML, Customer Service, Project Management, Social Media Marketing, Project Planning, Management, Program Management, CRM, Product Marketing, Cross-functional Team..., Marketing, Product Management, Strategic Partnerships, Strategy, Marketing Strategy, Online Marketing
Education
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE - College 1999 — 2005
Bachelor of Science, Business Adminstration / Marketing
San Jose State University 1996 — 1999
General Education, Business, Management, Marketing, and Related Support Services
HGST, a Western Digital company October 2011 - Present
FINLEY DESIGN SERVICES, INC November 2008 - October 2011
TD Ameritrade July 2007 - November 2008
West Corporation January 2007 - July 2007
United States Air Force June 2005 - November 2006
University of Maryland University College January 2004 - June 2005
Legg Mason August 2000 - September 2003
Legg Mason August 2000 - September 2003
Tower Federal Credit Union January 2000 - July 2000
Circuit City May 1996 - January 2000
Skills
Windows, Customer Relations, Troubleshooting, Microsoft Office, Adobe Acrobat, HTML, Customer Service, Project Management, Social Media Marketing, Project Planning, Management, Program Management, CRM, Product Marketing, Cross-functional Team..., Marketing, Product Management, Strategic Partnerships, Strategy, Marketing Strategy, Online Marketing
Education
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE - College 1999 — 2005
Bachelor of Science, Business Adminstration / Marketing
San Jose State University 1996 — 1999
General Education, Business, Management, Marketing, and Related Support Services
Douglas Fluke, CFP® Douglas Fluke, CFP®'s Legg Mason Experience August 2000 - March 2006
Job President, DSF Wealth Management LLC
Industry Financial Services
Experience
DSF Wealth Management LLC May 2006 - Present
Legg Mason August 2000 - March 2006
PaineWebber March 1998 - August 2000
Skills
Mutual Funds, Securities, Series 7, Investments, Wealth Management, Finance, Business Development, Strategic Financial..., Strategic Planning
Education
Skidmore College 1991 — 1995
BS, Business
DSF Wealth Management LLC May 2006 - Present
Legg Mason August 2000 - March 2006
PaineWebber March 1998 - August 2000
Skills
Mutual Funds, Securities, Series 7, Investments, Wealth Management, Finance, Business Development, Strategic Financial..., Strategic Planning
Education
Skidmore College 1991 — 1995
BS, Business
Jeff D. Wolk Jeff D. Wolk's Legg Mason Experience December 1994 - December 2005
Job Senior Vice President, Investments Branch Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Wanda Anderson Wanda Anderson's Legg Mason Experience 1993 - 1996
Job Real Estate Agent at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty August 2009 - Present
Self-employed 2009 - Present
Legg Mason 1993 - 1996
Skills
First Time Home Buyers, Buyer Representation, Sellers, Relocation, Investment Properties, Foreclosures, Condos, REO, Residential Homes, Investors, Real Estate Transactions, Referrals, Townhomes, Property Management, Luxury, Selling, Rentals, Buyers, Move Up Buyers, ABR
Education
South Carolina State University
Marketing
Keller Williams Realty August 2009 - Present
Self-employed 2009 - Present
Legg Mason 1993 - 1996
Skills
First Time Home Buyers, Buyer Representation, Sellers, Relocation, Investment Properties, Foreclosures, Condos, REO, Residential Homes, Investors, Real Estate Transactions, Referrals, Townhomes, Property Management, Luxury, Selling, Rentals, Buyers, Move Up Buyers, ABR
Education
South Carolina State University
Marketing
Ava (Siqi) Kong Ava (Siqi) Kong's Legg Mason Experience September 2013 - November 2013
Job Business Technology Analyst at Deloitte
Industry Banking
Experience
Deloitte March 2014 - Present
Legg Mason September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Canon USA May 2011 - August 2011
Stony Brook University January 2010 - May 2011
Skills
Project Management, Web Development, Business Analysis, Information Technology..., SQL, Creative Direction, Java, E-commerce, Unix, C++, HTML, Systems Analysis, Python, Software Project..., Vendor Management, PHP
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (M.S.), Management Information Systems
State University of New York at Stony Brook 2008 — 2012
Dual Bachelor of Science (BS), Information Technology and Finance
Deloitte March 2014 - Present
Legg Mason September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Canon USA May 2011 - August 2011
Stony Brook University January 2010 - May 2011
Skills
Project Management, Web Development, Business Analysis, Information Technology..., SQL, Creative Direction, Java, E-commerce, Unix, C++, HTML, Systems Analysis, Python, Software Project..., Vendor Management, PHP
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (M.S.), Management Information Systems
State University of New York at Stony Brook 2008 — 2012
Dual Bachelor of Science (BS), Information Technology and Finance
Christopher Brennan's Legg Mason Experience June 2005 - January 2006
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
451 Research August 2013 - August 2014
NASDAQ OMX February 2009 - August 2013
Banc of America Securities September 2007 - February 2009
Thomson Reuters January 2006 - October 2007
Legg Mason June 2005 - January 2006
Skills
Relationship Management, Equities, Investments, Financial Services, Social Media, Finance, Marketing, Sales, Strategy, Salesforce.com, Business Development
Education
Skidmore College 2001 — 2005
BS, Business Management
Wellesley high School
Northwestern Mutual August 2014 - Present
451 Research August 2013 - August 2014
NASDAQ OMX February 2009 - August 2013
Banc of America Securities September 2007 - February 2009
Thomson Reuters January 2006 - October 2007
Legg Mason June 2005 - January 2006
Skills
Relationship Management, Equities, Investments, Financial Services, Social Media, Finance, Marketing, Sales, Strategy, Salesforce.com, Business Development
Education
Skidmore College 2001 — 2005
BS, Business Management
Wellesley high School
Chris Lacy Chris Lacy's Legg Mason Experience June 2010 - August 2010
Job Real Estate Specialist at Smartlink, LLC
Industry Telecommunications
Experience
Smartlink, LLC March 2014 - Present
Smartlink, LLC December 2012 - March 2014
Chapin Davis March 2012 - July 2012
Legg Mason June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Event Planning, Microsoft Office, Social Media, Recruiting, Public Speaking, Facebook, Program Management, Team Leadership, Contract Negotiation, Telecommunications, Employee Relations, Time Management, Human Resources, Social Networking, Project Management, Training, Vendor Management, Wireless, Networking, Onboarding, Screening, Staffing Services, Marketing, Leadership
Education
St. Mary's College of Maryland 2008 — 2011
Political Science
St. Paul's 2003 — 2007
Smartlink, LLC March 2014 - Present
Smartlink, LLC December 2012 - March 2014
Chapin Davis March 2012 - July 2012
Legg Mason June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Event Planning, Microsoft Office, Social Media, Recruiting, Public Speaking, Facebook, Program Management, Team Leadership, Contract Negotiation, Telecommunications, Employee Relations, Time Management, Human Resources, Social Networking, Project Management, Training, Vendor Management, Wireless, Networking, Onboarding, Screening, Staffing Services, Marketing, Leadership
Education
St. Mary's College of Maryland 2008 — 2011
Political Science
St. Paul's 2003 — 2007
Matt Kasa Matt Kasa's Legg Mason Experience March 2008 - February 2012
Job Vice President, DCIO Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
Jake Pool Jake Pool's Legg Mason Experience September 1996 - January 2005
Job Vice President at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
Janney Montgomery Scott June 2010 - Present
Morgan Stanley Smith Barney February 2005 - June 2010
Legg Mason September 1996 - January 2005
PNC Bank September 1986 - January 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Series 65, Series 63, Money Management, ETFs, Mutual Funds, Securities, Retirement, Financial Advisory, Estate Planning, Investments, Finance, Asset Allocation, Financial Planning, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, General
St. Lawrence University 1974 — 1978
B.S., Geology
The Hill School 1972 — 1974
Wyoming Seminary
Adam Feldstein Adam Feldstein's Legg Mason Experience 2003 - 2005
Job Director, US Client Service at Strategic Insight, an Asset International Company
Industry Financial Services
Experience
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Jeffrey Vain, CPA/PFS's Legg Mason Experience June 1997 - April 2004
Job Partner
Industry Investment Management
Experience
WMS Partners April 2004 - Present
Legg Mason June 1997 - April 2004
Wooden & Benson (now CliftonLarsonAllen) June 1994 - June 1997
Skills
Financial Planning, Estate Planning, Income Tax, Retirement Planning, Private Wealth..., Cash Flow Management, High Net Worth..., Investment Advisory, Strategic Financial..., Estate Tax Planning, Mutual Funds, Financial Analysis, Cash Flow, Wealth Management, Investments, Financial Advisory, Asset Allocation, Wealth Management..., Investment Management, 401k, Investment Strategies, Retirement, Finance, Asset Management, Personal Financial..., Portfolio Management, Trusts
Education
Stevenson University 1991 — 1995
Bachelor of Science (BS), Accounting and Computer Science
Archbishop Curley
WMS Partners April 2004 - Present
Legg Mason June 1997 - April 2004
Wooden & Benson (now CliftonLarsonAllen) June 1994 - June 1997
Skills
Financial Planning, Estate Planning, Income Tax, Retirement Planning, Private Wealth..., Cash Flow Management, High Net Worth..., Investment Advisory, Strategic Financial..., Estate Tax Planning, Mutual Funds, Financial Analysis, Cash Flow, Wealth Management, Investments, Financial Advisory, Asset Allocation, Wealth Management..., Investment Management, 401k, Investment Strategies, Retirement, Finance, Asset Management, Personal Financial..., Portfolio Management, Trusts
Education
Stevenson University 1991 — 1995
Bachelor of Science (BS), Accounting and Computer Science
Archbishop Curley
Sarah (Cole) Steinberg's Legg Mason Experience February 2005 - March 2007
Job Training Specialist at University of MD, Baltimore
Industry Human Resources
Experience
University of MD, Baltimore April 2007 - Present
The Sloan Consortium, Inc. November 2009 - December 2010
Legg Mason February 2005 - March 2007
Legg Mason November 1999 - January 2005
Chevy Chase Bank December 1995 - November 1999
Skills
Delivering Technical..., Oracle UPK, Camtasia, Interactive Distance..., Myers-Briggs Certified, Elluminate Live, PeopleSoft, HTML, Oracle HR, Organizational..., Public Speaking, Training, New Hire Orientations, Program Management, Leadership
Education
University of Maryland Baltimore County 2013 — 2017
Master of Arts (MA), Instructional Systems Development
St. Mary's College of Maryland 1988 — 1992
University of MD, Baltimore April 2007 - Present
The Sloan Consortium, Inc. November 2009 - December 2010
Legg Mason February 2005 - March 2007
Legg Mason November 1999 - January 2005
Chevy Chase Bank December 1995 - November 1999
Skills
Delivering Technical..., Oracle UPK, Camtasia, Interactive Distance..., Myers-Briggs Certified, Elluminate Live, PeopleSoft, HTML, Oracle HR, Organizational..., Public Speaking, Training, New Hire Orientations, Program Management, Leadership
Education
University of Maryland Baltimore County 2013 — 2017
Master of Arts (MA), Instructional Systems Development
St. Mary's College of Maryland 1988 — 1992
Leslie R. Ridgley Leslie R. Ridgley's Legg Mason Experience 2000 - 2004
Job Diversity and Inclusion Leader Human Resources
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Bill McVay Bill McVay's Legg Mason Experience 1988 - 2000
Job Independent Trustee and Investment Advisory Consultant
Industry Financial Services
Experience
RDK Strategies January 2007 - Present
AdvisorShares March 2011 - Present
Zephyr Associates, Inc. 2001 - 2005
Legg Mason 1988 - 2000
Shearson Lehman Hutton 1983 - 1988
Skills
Investment Advisory..., Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management, Financial Services, Separately Managed..., Family Office, Financial Markets, Hedge Funds, Mutual Funds, Board of Director..., Employee Benefits, Analytics, Zephyr Style Advisor, CLU, Certified Financial..., Registered Investment..., 403 b, Modern Portfolio Theory, Endowments, Institutional..., ETFs, Asset Management, Investment Management, Investments, High Net Worth..., Portfolio Management, Series 7
Education
Southeast Missouri State University 1972 — 1976
BME, Music Education
RDK Strategies January 2007 - Present
AdvisorShares March 2011 - Present
Zephyr Associates, Inc. 2001 - 2005
Legg Mason 1988 - 2000
Shearson Lehman Hutton 1983 - 1988
Skills
Investment Advisory..., Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management, Financial Services, Separately Managed..., Family Office, Financial Markets, Hedge Funds, Mutual Funds, Board of Director..., Employee Benefits, Analytics, Zephyr Style Advisor, CLU, Certified Financial..., Registered Investment..., 403 b, Modern Portfolio Theory, Endowments, Institutional..., ETFs, Asset Management, Investment Management, Investments, High Net Worth..., Portfolio Management, Series 7
Education
Southeast Missouri State University 1972 — 1976
BME, Music Education
Laura Boydston's Legg Mason Experience May 2013 - Present
Job Managing Director at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Amy Nistico's Legg Mason Experience April 2003 - September 2012
Job Vice President, Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Legg Mason April 2003 - September 2012
American Skandia April 2000 - April 2003
Skills
Mutual Funds
Education
The University of Connecticut School of Business 2005 — 2008
Masters of Business Administration, Marketing
Southern Connecticut State University 1994 — 1999
Bachelor of Science
Morgan Stanley Wealth Management February 2013 - Present
Legg Mason April 2003 - September 2012
American Skandia April 2000 - April 2003
Skills
Mutual Funds
Education
The University of Connecticut School of Business 2005 — 2008
Masters of Business Administration, Marketing
Southern Connecticut State University 1994 — 1999
Bachelor of Science
Jennifer Seidler's Legg Mason Experience 2002 - 2003
Job Director
Industry Financial Services
Experience
Commonfund June 2013 - Present
Independent Consulting May 2011 - May 2013
RBC Wealth Managment March 2009 - March 2011
Credit Suisse 2007 - 2009
Banc Investment Group 2003 - 2006
Legg Mason 2002 - 2003
Banc of America Securities 1991 - 2001
Skills
Capital Markets, Business Relationship..., Financial Analysis, Customer Relations, Fixed Income Products, Loans, Banking, Credit Analysis, Treasury Management, project management, New Business Development, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, International Business and Finance
University of San Francisco 2005 — 2007
Masters of Science, Financial Analysis
Santa Clara University 1987 — 1990
Bachelor of Science, Economics
Commonfund June 2013 - Present
Independent Consulting May 2011 - May 2013
RBC Wealth Managment March 2009 - March 2011
Credit Suisse 2007 - 2009
Banc Investment Group 2003 - 2006
Legg Mason 2002 - 2003
Banc of America Securities 1991 - 2001
Skills
Capital Markets, Business Relationship..., Financial Analysis, Customer Relations, Fixed Income Products, Loans, Banking, Credit Analysis, Treasury Management, project management, New Business Development, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
MBA, International Business and Finance
University of San Francisco 2005 — 2007
Masters of Science, Financial Analysis
Santa Clara University 1987 — 1990
Bachelor of Science, Economics
Keith Scollick's Legg Mason Experience March 2010 - August 2011
Job Database Architect at Sunquest Information Systems
Industry Information Technology and Services
Experience
Sunquest Information Systems January 2015 - Present
CellTrust Corp. November 2013 - January 2015
The American Board of Radiology August 2011 - November 2013
Legg Mason March 2010 - August 2011
PKW Associates December 2008 - March 2010
Advertising.com October 2007 - November 2008
Coram, Inc. February 2007 - October 2007
Fieldstone Mortgage Company September 2002 - February 2007
Computer Sciences Corp June 1993 - September 2002
Skills
SQL Server, Linux, Windows, Databases, Programming, PHP, Drupal, MySQL, Oracle, Netezza, DB2, Perl, Java, JavaScript, jQuery, Data Warehousing, Microsoft SQL Server, Database Design, AJAX, Agile Methodologies, Software Development, Software Engineering, Web Applications, System Administration, Architectures, Database Administration, Architecture, Agile Project Management
Education
Stony Brook University 1991 — 1993
M.S., Astronomy and Astrophysics
Villanova University 1987 — 1991
B.S., Astronomy and Astrophysics
Sunquest Information Systems January 2015 - Present
CellTrust Corp. November 2013 - January 2015
The American Board of Radiology August 2011 - November 2013
Legg Mason March 2010 - August 2011
PKW Associates December 2008 - March 2010
Advertising.com October 2007 - November 2008
Coram, Inc. February 2007 - October 2007
Fieldstone Mortgage Company September 2002 - February 2007
Computer Sciences Corp June 1993 - September 2002
Skills
SQL Server, Linux, Windows, Databases, Programming, PHP, Drupal, MySQL, Oracle, Netezza, DB2, Perl, Java, JavaScript, jQuery, Data Warehousing, Microsoft SQL Server, Database Design, AJAX, Agile Methodologies, Software Development, Software Engineering, Web Applications, System Administration, Architectures, Database Administration, Architecture, Agile Project Management
Education
Stony Brook University 1991 — 1993
M.S., Astronomy and Astrophysics
Villanova University 1987 — 1991
B.S., Astronomy and Astrophysics
John O'Neill III, PMP's Legg Mason Experience June 2000 - July 2001
Job Director, Traffic Management and Support Services at Maryland Transportation Authority
Industry Government Administration
Experience
Maryland Transportation Authority August 2014 - Present
MDTA November 2011 - August 2014
MdTA June 2006 - November 2011
Harford County Government July 2001 - June 2006
Legg Mason June 2000 - July 2001
Harford County Government October 1998 - June 2000
Kissinger Financial Services, Inc. 1996 - 1998
Skills
PMP, RFID+, Program Management, SDLC, Earned Value Management, Project Management, PMO, Integration, Policy Analysis, Project Planning, Vendor Management, Management, Leadership, Government Contracting, Project Portfolio..., Government, Strategic Communications, Team Leadership, Analysis, MS Project, Quality Assurance, Contract Management, Disaster Recovery, Nonprofits, Policy, Security, Requirements Analysis, Business Process..., Strategic Planning, Proposal Writing, Cross-functional Team..., Visio, Fundraising, Budgets, Enterprise Architecture, Process Improvement, Testing, Public Relations, Community Outreach, Change Management, Public Policy, Software Documentation, Risk Management, Access, Strategy, Data Analysis, Public Speaking, Team Building
Education
Stevenson University
Bachelor of Science (BS)
University of Baltimore
St. John's
Maryland Transportation Authority August 2014 - Present
MDTA November 2011 - August 2014
MdTA June 2006 - November 2011
Harford County Government July 2001 - June 2006
Legg Mason June 2000 - July 2001
Harford County Government October 1998 - June 2000
Kissinger Financial Services, Inc. 1996 - 1998
Skills
PMP, RFID+, Program Management, SDLC, Earned Value Management, Project Management, PMO, Integration, Policy Analysis, Project Planning, Vendor Management, Management, Leadership, Government Contracting, Project Portfolio..., Government, Strategic Communications, Team Leadership, Analysis, MS Project, Quality Assurance, Contract Management, Disaster Recovery, Nonprofits, Policy, Security, Requirements Analysis, Business Process..., Strategic Planning, Proposal Writing, Cross-functional Team..., Visio, Fundraising, Budgets, Enterprise Architecture, Process Improvement, Testing, Public Relations, Community Outreach, Change Management, Public Policy, Software Documentation, Risk Management, Access, Strategy, Data Analysis, Public Speaking, Team Building
Education
Stevenson University
Bachelor of Science (BS)
University of Baltimore
St. John's
Jim Gonzalezz's Legg Mason Experience November 2007 - August 2008
Job DATA CENTER SPECIALIST
Industry Information Technology and Services
Experience
Boehringer-Ingelheim Pharmaceutical, Inc May 2011 - Present
Unilever September 2009 - May 2011
MAJOR LEAGUE BASEBALL NETWORK August 2008 - August 2009
LEGG MASON November 2007 - August 2008
Avon Products September 1998 - November 2007
Reader’s Digest Association June 1981 - September 1998
Skills
Data Center, Information Technology, Infrastructure, IT Management, Disaster Recovery, Integration, Active Directory, Windows Server, Troubleshooting, IT Strategy, System Administration, Security, Networking, IT Operations, Vendor Management, Servers, Network Administration, ITIL, Virtualization, Business Analysis
Education
Skidmore College 1996 — 1997
CERTIFICATION, Windows NT / 98
Westchester Community College 1985 — 1990
AAS, Computer Information Systems
YORKTOWN HIGH SCHOOL 1979 — 1979
Boehringer-Ingelheim Pharmaceutical, Inc May 2011 - Present
Unilever September 2009 - May 2011
MAJOR LEAGUE BASEBALL NETWORK August 2008 - August 2009
LEGG MASON November 2007 - August 2008
Avon Products September 1998 - November 2007
Reader’s Digest Association June 1981 - September 1998
Skills
Data Center, Information Technology, Infrastructure, IT Management, Disaster Recovery, Integration, Active Directory, Windows Server, Troubleshooting, IT Strategy, System Administration, Security, Networking, IT Operations, Vendor Management, Servers, Network Administration, ITIL, Virtualization, Business Analysis
Education
Skidmore College 1996 — 1997
CERTIFICATION, Windows NT / 98
Westchester Community College 1985 — 1990
AAS, Computer Information Systems
YORKTOWN HIGH SCHOOL 1979 — 1979
Seng Ngov's Legg Mason Experience August 2007 - Present
Job Developer at Legg Mason Technology Services
Industry Information Technology and Services
Experience
Legg Mason August 2007 - Present
Skills
Business Analysis, Autosys, Perl, Oracle, SDLC, SQL, Tomcat, Sybase, SOA, Business Process..., Unix Shell Scripting, JavaScript, Data Warehousing, Agile Methodologies, Requirements Gathering, Software Project..., XML, Java, Requirements Analysis, JSP, Unix, Software Development
Education
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Computer Science
Legg Mason August 2007 - Present
Skills
Business Analysis, Autosys, Perl, Oracle, SDLC, SQL, Tomcat, Sybase, SOA, Business Process..., Unix Shell Scripting, JavaScript, Data Warehousing, Agile Methodologies, Requirements Gathering, Software Project..., XML, Java, Requirements Analysis, JSP, Unix, Software Development
Education
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Computer Science
Sheila Rapple's Legg Mason Experience March 2009 - April 2011
Job Principal at Blackstone
Industry Financial Services
Experience
The Blackstone Group April 2011 - Present
Legg Mason March 2009 - April 2011
Legg Mason January 2006 - March 2009
Citigroup Asset Management 2001 - 2006
Skills
SMA, Private Equity, Alternative Investments, Finance, Investments, Series 7, Separately Managed..., Asset Management, Hedge Funds, Wealth Management, Financial Services, Mutual Funds, New Business Development, Strategic Financial..., Equities
Education
Siena College 1996 — 2000
The Blackstone Group April 2011 - Present
Legg Mason March 2009 - April 2011
Legg Mason January 2006 - March 2009
Citigroup Asset Management 2001 - 2006
Skills
SMA, Private Equity, Alternative Investments, Finance, Investments, Series 7, Separately Managed..., Asset Management, Hedge Funds, Wealth Management, Financial Services, Mutual Funds, New Business Development, Strategic Financial..., Equities
Education
Siena College 1996 — 2000
Matthew Digan's Legg Mason Experience August 2004 - Present
Job Director, East Coast Retirement Sales Manager
Industry Financial Services
Experience
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Jeff Parton's Legg Mason Experience May 2005 - July 2011
Job Associate, Client Services at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC December 2012 - Present
Private Client Resources, LLC August 2011 - December 2012
Legg Mason May 2005 - July 2011
Citigroup 2005 - 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Derivatives, Options, Financial Services, Trading Systems, Investments, Trading, Asset Allocation, FINRA
Education
Siena College 1999 — 2002
Bachelor of Arts, History/Political Science
Private Client Resources, LLC December 2012 - Present
Private Client Resources, LLC August 2011 - December 2012
Legg Mason May 2005 - July 2011
Citigroup 2005 - 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Derivatives, Options, Financial Services, Trading Systems, Investments, Trading, Asset Allocation, FINRA
Education
Siena College 1999 — 2002
Bachelor of Arts, History/Political Science
Saleem Vempalle's Legg Mason Experience February 2008 - Present
Job Sr.Analyst Developer/Project Lead at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason February 2008 - Present
New York Life Insurance Company November 2007 - February 2008
Everest Reinsurance December 2006 - December 2007
AEGON August 2004 - November 2006
Amerisure Insurance November 2002 - July 2004
Education
Sri Krishnadevaraya University
Legg Mason February 2008 - Present
New York Life Insurance Company November 2007 - February 2008
Everest Reinsurance December 2006 - December 2007
AEGON August 2004 - November 2006
Amerisure Insurance November 2002 - July 2004
Education
Sri Krishnadevaraya University
Lacey Robbins's Legg Mason Experience August 2008 - Present
Job at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2008 - Present
Legg Mason October 2007 - August 2008
Education
Stony Brook University 2003 — 2007
Legg Mason August 2008 - Present
Legg Mason October 2007 - August 2008
Education
Stony Brook University 2003 — 2007
Cynthia Jews's Legg Mason Experience 1995 - 1999
Job Enterprise Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade November 1999 - April 2011
Legg Mason 1995 - 1999
Mnc Mortgage 1991 - 1995
Skills
Program Management, SDLC, Vendor Management, Team Leadership, Portfolio Management, Customer Relations, Team Building, Problem Solving, MS Project, Project Planning, Visio, Business Analysis, Customer Service, Process Improvement, Integration, Requirements Analysis, Project Portfolio..., Risk Management, Disaster Recovery, Management, Security, Business Process..., Project Management, Change Management, PMP, Quality Assurance, SQL, Enterprise Architecture, PMO, Requirements Gathering, Software Documentation, IT Management, IT Strategy, Data Center, Software Project..., Financial Services, SharePoint, Leadership, Strategy, Information Technology, Analysis, Business Requirements, Microsoft Office, Infrastructure, Outsourcing, Cross-functional Team...
Education
St. Mary's College of Maryland 1987 — 1991
BA, Economics
TD Ameritrade May 2011 - Present
TD Ameritrade November 1999 - April 2011
Legg Mason 1995 - 1999
Mnc Mortgage 1991 - 1995
Skills
Program Management, SDLC, Vendor Management, Team Leadership, Portfolio Management, Customer Relations, Team Building, Problem Solving, MS Project, Project Planning, Visio, Business Analysis, Customer Service, Process Improvement, Integration, Requirements Analysis, Project Portfolio..., Risk Management, Disaster Recovery, Management, Security, Business Process..., Project Management, Change Management, PMP, Quality Assurance, SQL, Enterprise Architecture, PMO, Requirements Gathering, Software Documentation, IT Management, IT Strategy, Data Center, Software Project..., Financial Services, SharePoint, Leadership, Strategy, Information Technology, Analysis, Business Requirements, Microsoft Office, Infrastructure, Outsourcing, Cross-functional Team...
Education
St. Mary's College of Maryland 1987 — 1991
BA, Economics
Eric V. Kurtz's Legg Mason Experience April 1995 - May 2007
Job Director Ascensus Consulting, an Ascensus Company
Industry Financial Services
Experience
Ascensus Consulting Services, an Ascensus Company January 2008 - Present
Legg Mason April 1995 - May 2007
Citigroup 2003 - 2006
CitiStreet 1995 - 1998
Skills
401k, Retirement, Mutual Funds, Series 7, Retirement Planning, Relationship Management, Series 6, Series 63
Education
Richard Stockton College of New Jersey 1986 — 1990
Ascensus Consulting Services, an Ascensus Company January 2008 - Present
Legg Mason April 1995 - May 2007
Citigroup 2003 - 2006
CitiStreet 1995 - 1998
Skills
401k, Retirement, Mutual Funds, Series 7, Retirement Planning, Relationship Management, Series 6, Series 63
Education
Richard Stockton College of New Jersey 1986 — 1990
Donna Lamback's Legg Mason Experience September 2008 - August 2009
Job Strategic Sourcing Specialist
Industry Printing
Experience
Legg Mason September 2008 - August 2009
Williams Lea December 2007 - July 2008
Morgan Stanley August 2004 - December 2007
AllianceBernstein February 1990 - August 2004
Alliance Capital Management 1990 - 2004
Skills
Negotiation, Marketing, CRM, Vendor Management, RFP, Budgets
Education
Stony Brook University 1977 — 1981
BA, Psychology
Legg Mason September 2008 - August 2009
Williams Lea December 2007 - July 2008
Morgan Stanley August 2004 - December 2007
AllianceBernstein February 1990 - August 2004
Alliance Capital Management 1990 - 2004
Skills
Negotiation, Marketing, CRM, Vendor Management, RFP, Budgets
Education
Stony Brook University 1977 — 1981
BA, Psychology
Lisa Medlen's Legg Mason Experience May 2004 - August 2004
Job Program Director at LeukemiaTexas, Inc.
Industry Internet
Experience
LeukemiaTexas, Inc. January 2009 - Present
CareerBuilder.com March 2008 - December 2008
Symbio Solutions July 2007 - March 2008
Legg Mason May 2004 - August 2004
Education
Southern Methodist University 2003 — 2007
Business and Psychology
LeukemiaTexas, Inc. January 2009 - Present
CareerBuilder.com March 2008 - December 2008
Symbio Solutions July 2007 - March 2008
Legg Mason May 2004 - August 2004
Education
Southern Methodist University 2003 — 2007
Business and Psychology
Maria Torsney's Legg Mason Experience May 2002 - November 2007
Job Household Manager at Self
Industry Individual & Family Services
Experience
Self June 2008 - Present
AXA Equitable November 2007 - June 2008
Legg Mason May 2002 - November 2007
Citigroup Asset Management August 2000 - May 2002
Education
State University of New York College at Old Westbury 2012 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General, 4.0
Self June 2008 - Present
AXA Equitable November 2007 - June 2008
Legg Mason May 2002 - November 2007
Citigroup Asset Management August 2000 - May 2002
Education
State University of New York College at Old Westbury 2012 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General, 4.0
John H. Klinges's Legg Mason Experience 1st Vice President - Wealth ManagementCitigroup2006 - 2008
Job Senior Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason 1st Vice President - Wealth ManagementCitigroup2006 - 2008
Education
Seton Hall University School of Law 1999 — 2002
J.D., Corporate Law
University of Pennsylvania 1996 — 1997
M.P.A., Government Administration
New York University - Leonard N. Stern School of Business 1993 — 1996
M.B.A., Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
Accounting
Legg Mason 1st Vice President - Wealth ManagementCitigroup2006 - 2008
Education
Seton Hall University School of Law 1999 — 2002
J.D., Corporate Law
University of Pennsylvania 1996 — 1997
M.P.A., Government Administration
New York University - Leonard N. Stern School of Business 1993 — 1996
M.B.A., Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
Accounting
Shahan Parshad's Legg Mason Experience September 2004 - December 2004
Job Sales Strategy at salesforce.com
Industry Management Consulting
Experience
salesforce.com October 2011 - Present
McKinsey & Company August 2010 - October 2011
Stanford Graduate School of Business September 2008 - June 2010
Pittsburgh Pirates June 2009 - September 2009
Stanford University September 2008 - June 2009
McKinsey & Company October 2006 - September 2008
Wilfrid Laurier University June 2005 - August 2006
Barclays Capital August 2005 - December 2005
Legg Mason September 2004 - December 2004
CPP Investment Board December 2003 - April 2004
Skills
Statistics, Economics, Statistical Modeling, Econometrics, Data Analysis, Financial Modeling, VBA, Quantitative Analysis, Access, Excel, Energy, Trading, Financial Analysis, Analysis, Management Consulting, PowerPoint, R, Strategic Planning, Analytics, Business Analysis, Business Strategy, Strategy Development, Competitive Analysis, Business Planning, Problem Solving, Forecasting, Strategy, Quantitative Analytics, Marketing, Business Development, Microsoft Excel, Data Mining, Operations Management, Operations Research
Education
Stanford University 2008 — 2010
M.S.
University of Waterloo 2001 — 2006
BMath
Wilfrid Laurier University 2001 — 2006
BBA
Sir Wilfrid Laurier C.I. 1996 — 2001
salesforce.com October 2011 - Present
McKinsey & Company August 2010 - October 2011
Stanford Graduate School of Business September 2008 - June 2010
Pittsburgh Pirates June 2009 - September 2009
Stanford University September 2008 - June 2009
McKinsey & Company October 2006 - September 2008
Wilfrid Laurier University June 2005 - August 2006
Barclays Capital August 2005 - December 2005
Legg Mason September 2004 - December 2004
CPP Investment Board December 2003 - April 2004
Skills
Statistics, Economics, Statistical Modeling, Econometrics, Data Analysis, Financial Modeling, VBA, Quantitative Analysis, Access, Excel, Energy, Trading, Financial Analysis, Analysis, Management Consulting, PowerPoint, R, Strategic Planning, Analytics, Business Analysis, Business Strategy, Strategy Development, Competitive Analysis, Business Planning, Problem Solving, Forecasting, Strategy, Quantitative Analytics, Marketing, Business Development, Microsoft Excel, Data Mining, Operations Management, Operations Research
Education
Stanford University 2008 — 2010
M.S.
University of Waterloo 2001 — 2006
BMath
Wilfrid Laurier University 2001 — 2006
BBA
Sir Wilfrid Laurier C.I. 1996 — 2001
Eric Harley's Legg Mason Experience June 2006 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2006 - Present
Citigroup Asset Management January 1999 - June 2006
Skills
Series 7, Mutual Funds, Investments, Financial Planning, Leadership Development
Education
Southeastern University 1988 — 1993
BS, Marketing
Legg Mason June 2006 - Present
Citigroup Asset Management January 1999 - June 2006
Skills
Series 7, Mutual Funds, Investments, Financial Planning, Leadership Development
Education
Southeastern University 1988 — 1993
BS, Marketing
Christian Sturz's Legg Mason Experience April 2006 - November 2008
Job Assistant Vice President at Linden Cookies, Inc.
Industry Food Production
Experience
Linden Cookies, Inc. December 2008 - Present
Alliance Bernstein November 2007 - November 2008
Legg Mason April 2006 - November 2008
Education
St. Lawrence University 1998 — 2002
BA, Political Science
Kent School
NCCS
Linden Cookies, Inc. December 2008 - Present
Alliance Bernstein November 2007 - November 2008
Legg Mason April 2006 - November 2008
Education
St. Lawrence University 1998 — 2002
BA, Political Science
Kent School
NCCS
Gretchen Klebasko's Legg Mason Experience 2008 - Present
Job Director of Intellectual Property, Associate General Counsel at Legg Mason
Industry Investment Management
Experience
Legg Mason 2008 - Present
Legg Mason Wood Walker, Incorporated/Legg Mason & Co., LLC 2004 - 2008
Saul Ewing LLP 1998 - 2004
United States Environmental Protection Agency 1991 - 1998
Education
University of Maryland School of Law 1994 — 1998
Juris Doctor, with Honor
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (B.A.)
McDonogh School
High School
Legg Mason 2008 - Present
Legg Mason Wood Walker, Incorporated/Legg Mason & Co., LLC 2004 - 2008
Saul Ewing LLP 1998 - 2004
United States Environmental Protection Agency 1991 - 1998
Education
University of Maryland School of Law 1994 — 1998
Juris Doctor, with Honor
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (B.A.)
McDonogh School
High School
Maggie Kirk's Legg Mason Experience 2000 - 2006
Job Agent/ Owner at Insurance Agency (privately held)
Industry Insurance
Experience
Insurance Agency (privately held) AgentFarmers Insurance2007 - 2009
New York Life 2005 - 2007
legg Mason 2000 - 2006
Smith Barney 2000 - 2006
Education
San Jacinto College 1986 — 1990
Insurance Agency (privately held) AgentFarmers Insurance2007 - 2009
New York Life 2005 - 2007
legg Mason 2000 - 2006
Smith Barney 2000 - 2006
Education
San Jacinto College 1986 — 1990
Marc Duffy's Legg Mason Experience September 2000 - January 2004
Job lawyer at AARP Services
Industry Financial Services
Experience
AARP Services, Inc. August 2006 - Present
ETRADE Financial January 2004 - August 2006
Legg Mason September 2000 - January 2004
Education
Seattle University School of Law 1986 — 1989
JD
AARP Services, Inc. August 2006 - Present
ETRADE Financial January 2004 - August 2006
Legg Mason September 2000 - January 2004
Education
Seattle University School of Law 1986 — 1989
JD
Donna Maher's Legg Mason Experience March 2009 - Present
Job at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2009 - Present
Stifel Nicolaus December 2005 - March 2008
Legg Mason Wood Walker June 1994 - November 2005
Skills
Capital Markets, Series 7, Fixed Income
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Arts (BA)
Legg Mason March 2009 - Present
Stifel Nicolaus December 2005 - March 2008
Legg Mason Wood Walker June 1994 - November 2005
Skills
Capital Markets, Series 7, Fixed Income
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Arts (BA)
Kristin Dos Passos Krieg's Legg Mason Experience January 1999 - November 2001
Job Vice President, Corporate Treasury at ADP
Industry Information Services
Experience
ADP October 2013 - Present
ADP February 2010 - September 2013
Dun & Bradstreet December 2008 - October 2009
Dun & Bradstreet January 2006 - December 2008
Dun & Bradstreet March 2002 - December 2005
Legg Mason January 1999 - November 2001
Southern Company Services, Inc. July 1997 - June 1998
Symmetrix, Inc. July 1991 - August 1995
Skills
Financial Modeling, Forecasting, Finance, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Smith College
Bachelor of Arts, Math and Economics
ADP October 2013 - Present
ADP February 2010 - September 2013
Dun & Bradstreet December 2008 - October 2009
Dun & Bradstreet January 2006 - December 2008
Dun & Bradstreet March 2002 - December 2005
Legg Mason January 1999 - November 2001
Southern Company Services, Inc. July 1997 - June 1998
Symmetrix, Inc. July 1991 - August 1995
Skills
Financial Modeling, Forecasting, Finance, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Smith College
Bachelor of Arts, Math and Economics
Alexander Arellano's Legg Mason Experience April 2001 - September 2002
Job Investment Analyst
Industry Investment Management
Experience
Texas PSF 2013 - Present
BancVue August 2011 - November 2012
First Southwest Asset Management 2005 - 2011
Austin Energy 2005 - 2005
Legg Mason April 2001 - September 2002
H&R Block Financial Advisors 1996 - 2001
Skills
Fixed Income, Investment Management, Bloomberg, Securities, Financial Markets, Structured Products, Portfolio Management, Strategic Financial..., Derivatives, Valuation, Financial Modeling, Capital Markets, Financial Analysis, Emerging Markets, Corporate Finance
Education
St. Edward's University 2003 — 2005
MBA, Accounting & Corporate Finance
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
ACS
Texas PSF 2013 - Present
BancVue August 2011 - November 2012
First Southwest Asset Management 2005 - 2011
Austin Energy 2005 - 2005
Legg Mason April 2001 - September 2002
H&R Block Financial Advisors 1996 - 2001
Skills
Fixed Income, Investment Management, Bloomberg, Securities, Financial Markets, Structured Products, Portfolio Management, Strategic Financial..., Derivatives, Valuation, Financial Modeling, Capital Markets, Financial Analysis, Emerging Markets, Corporate Finance
Education
St. Edward's University 2003 — 2005
MBA, Accounting & Corporate Finance
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
ACS
Tim Woodruff, CRC's Legg Mason Experience June 2004 - December 2004
Job RIS Sales Support
Industry Financial Services
Experience
BBVACompass June 2010 - Present
BBVA Compass Investment Solutions March 2007 - May 2010
BBVA Compass March 2006 - March 2007
Sapient Financial June 2005 - March 2006
Legg Mason June 2004 - December 2004
MassMutual Financial Group June 2002 - June 2004
Skills
Financial Analysis, SharePoint Designer, Microsoft Excel, MS Excel Pivot Tables, Mutual Funds, Annuity Sales, Life Insurance, Sales Rep Training, Development & delivery...
Education
St. Edward's University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Edward's University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BBVACompass June 2010 - Present
BBVA Compass Investment Solutions March 2007 - May 2010
BBVA Compass March 2006 - March 2007
Sapient Financial June 2005 - March 2006
Legg Mason June 2004 - December 2004
MassMutual Financial Group June 2002 - June 2004
Skills
Financial Analysis, SharePoint Designer, Microsoft Excel, MS Excel Pivot Tables, Mutual Funds, Annuity Sales, Life Insurance, Sales Rep Training, Development & delivery...
Education
St. Edward's University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Edward's University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nikki Le's Legg Mason Experience July 2005 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Citco Hedge Fund Services July 2007 - April 2008
Legg Mason July 2005 - June 2007
Education
Southern Connecticut State University 2000 — 2005
Bachelor of Science, Finance
Citco Hedge Fund Services July 2007 - April 2008
Legg Mason July 2005 - June 2007
Education
Southern Connecticut State University 2000 — 2005
Bachelor of Science, Finance
Beverly Baruc's Legg Mason Experience 2005 - 2007
Job Vice President Investor Relations
Industry Financial Services
Experience
SkyBridge Capital April 2015 - Present
UBS Global Asset Management June 2014 - April 2015
Morgan Stanley Wealth Management September 2009 - June 2014
Citigroup Alternative Investments LLC April 2007 - September 2009
Legg Mason 2005 - 2007
Skills
Hedge Funds, Asset Management, Alternative Investments, Managed Futures
Education
State University of New York at Stony Brook 2002 — 2005
Bachelor of Arts (B.A.), Economics
SUNY Oswego 2001 — 2002
SkyBridge Capital April 2015 - Present
UBS Global Asset Management June 2014 - April 2015
Morgan Stanley Wealth Management September 2009 - June 2014
Citigroup Alternative Investments LLC April 2007 - September 2009
Legg Mason 2005 - 2007
Skills
Hedge Funds, Asset Management, Alternative Investments, Managed Futures
Education
State University of New York at Stony Brook 2002 — 2005
Bachelor of Arts (B.A.), Economics
SUNY Oswego 2001 — 2002
Seventeejah Paul Fitchette's Legg Mason Experience December 2010 - Present
Job Accounting Professional
Industry Accounting
Experience
Legg Mason December 2010 - Present
Legg Mason December 2010 - Present
Clifton Gunderson LLP August 2007 - October 2009
Reznick Group January 2005 - September 2006
Constellation Energy August 2005 - December 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, General Ledger, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Fixed Assets, Internal Audit, Ad Hoc Reporting, Access, Non-profits, OMB Circular A-133, Corporate Tax, Revenue Recognition, Revenue Analysis, Estimates, Mutual Funds, Fund Accounting
Education
Stevenson University 2003 — 2007
Bachelor of Science, Accounting
Villa Julie College 2003 — 2007
Bachelor of Science (BS), Accounting
Legg Mason December 2010 - Present
Legg Mason December 2010 - Present
Clifton Gunderson LLP August 2007 - October 2009
Reznick Group January 2005 - September 2006
Constellation Energy August 2005 - December 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, General Ledger, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Fixed Assets, Internal Audit, Ad Hoc Reporting, Access, Non-profits, OMB Circular A-133, Corporate Tax, Revenue Recognition, Revenue Analysis, Estimates, Mutual Funds, Fund Accounting
Education
Stevenson University 2003 — 2007
Bachelor of Science, Accounting
Villa Julie College 2003 — 2007
Bachelor of Science (BS), Accounting
Paul Minicozzi's Legg Mason Experience 2006 - 2009
Job Consultant at State Street through Mergis Corp
Industry Financial Services
Experience
State Street December 2010 - July 2011
Legg Mason 2006 - 2009
Legg Mason 2005 - 2006
Mutual of America 2000 - 2003
Mutual of America 1994 - 2000
Skills
Microsoft Ofice, Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, MCH, PAM for Securities, Mutual Funds, Fixed Income, Equities, Excel, Reconciliation, Microsoft Office, Word, Bonds, Access, Outlook, Corporate Actions
Education
Stony Brook University
BA Degree, Political Science
Suffolk Community College
AS Degree, Business Administration
State Street December 2010 - July 2011
Legg Mason 2006 - 2009
Legg Mason 2005 - 2006
Mutual of America 2000 - 2003
Mutual of America 1994 - 2000
Skills
Microsoft Ofice, Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, MCH, PAM for Securities, Mutual Funds, Fixed Income, Equities, Excel, Reconciliation, Microsoft Office, Word, Bonds, Access, Outlook, Corporate Actions
Education
Stony Brook University
BA Degree, Political Science
Suffolk Community College
AS Degree, Business Administration
Mike Bresnan's Legg Mason Experience 2006 - 2008
Job Financial Systems Manager at Connections Education
Industry Computer Software
Experience
Connections Education April 2014 - Present
Connections Education January 2012 - Present
Connections Academy January 2012 - April 2014
AmTote International March 2008 - January 2012
Legg Mason 2006 - 2008
Legg Mason 2003 - 2006
Legg Mason 2001 - 2003
Skills
SharePoint, SDLC, Analytics, Financial Systems, Accounts Payable, Process Improvement, Visio, Active Directory, Business Analysis, Microsoft SQL Server, Databases, Program Management, Windows Server, Data Analysis, Accounting, Financial Analysis
Education
St. Mary's College of Maryland 1997 — 2001
Bachelors, Economics
Connections Education April 2014 - Present
Connections Education January 2012 - Present
Connections Academy January 2012 - April 2014
AmTote International March 2008 - January 2012
Legg Mason 2006 - 2008
Legg Mason 2003 - 2006
Legg Mason 2001 - 2003
Skills
SharePoint, SDLC, Analytics, Financial Systems, Accounts Payable, Process Improvement, Visio, Active Directory, Business Analysis, Microsoft SQL Server, Databases, Program Management, Windows Server, Data Analysis, Accounting, Financial Analysis
Education
St. Mary's College of Maryland 1997 — 2001
Bachelors, Economics
Robert Starosciak's Legg Mason Experience June 2003 - June 2006
Job Vice President, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Legg Mason June 2003 - June 2006
Merrill Lynch June 1985 - June 2003
Skills
Wealth Management, series 7, series 66
Education
Rutgers University, School of Public Affairs and Administration
MPA
Seton Hall University
MA
Seton Hall University
BA, English
Morgan Stanley June 2006 - Present
Legg Mason June 2003 - June 2006
Merrill Lynch June 1985 - June 2003
Skills
Wealth Management, series 7, series 66
Education
Rutgers University, School of Public Affairs and Administration
MPA
Seton Hall University
MA
Seton Hall University
BA, English
Christopher Berarducci's Legg Mason Experience March 2007 - Present
Job Director at Legg Mason
Industry Investment Management
Experience
Legg Mason March 2007 - Present
UBS Global Asset Management 2005 - 2007
JP Morgan Chase 2000 - 2005
Skills
Fund Administration, Mutual Funds, Securities, Asset Management, Investments
Education
Stonehill College 1993 — 1997
BS, Business Administration
Legg Mason March 2007 - Present
UBS Global Asset Management 2005 - 2007
JP Morgan Chase 2000 - 2005
Skills
Fund Administration, Mutual Funds, Securities, Asset Management, Investments
Education
Stonehill College 1993 — 1997
BS, Business Administration
Harold Hughes's Legg Mason Experience October 1995 - November 2003
Job Senior Managing Director at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 2004 - Present
Legg Mason October 1995 - November 2003
Lincoln National Investment Management October 1993 - August 1995
Integrated Resources 1984 - 1988
Education
St. John's College (MD) 1980 — 1984
BA, Lib Arts
Queen Anne School 1976 — 1980
HS, College Prep
AllianceBernstein January 2004 - Present
Legg Mason October 1995 - November 2003
Lincoln National Investment Management October 1993 - August 1995
Integrated Resources 1984 - 1988
Education
St. John's College (MD) 1980 — 1984
BA, Lib Arts
Queen Anne School 1976 — 1980
HS, College Prep
Thomas H. Salotti's Legg Mason Experience February 2005 - Present
Job Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2005 - Present
Wachovia Bank February 2003 - February 2005
Navellier and Associates November 1999 - June 2002
Northstar Funds 1995 - 1999
Skills
Series 63, Series 7, Asset Allocation, Separately Managed..., Wealth Management, Mutual Funds
Education
St. John Fisher College
BS
Legg Mason February 2005 - Present
Wachovia Bank February 2003 - February 2005
Navellier and Associates November 1999 - June 2002
Northstar Funds 1995 - 1999
Skills
Series 63, Series 7, Asset Allocation, Separately Managed..., Wealth Management, Mutual Funds
Education
St. John Fisher College
BS
Pamela Knight's Legg Mason Experience July 2014 - Present
Job Assistant Vice President Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Sheena Thomas's Legg Mason Experience July 2007 - September 2008
Job Quality Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments October 2008 - June 2011
Legg Mason July 2007 - September 2008
Skills
Auditing, Risk Management, Process Improvement, Mutual Funds, Sarbanes-Oxley Act, Financial Reporting, Accounting, Finance, Investments
Education
Southern Methodist University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2011 - Present
Fidelity Investments October 2008 - June 2011
Legg Mason July 2007 - September 2008
Skills
Auditing, Risk Management, Process Improvement, Mutual Funds, Sarbanes-Oxley Act, Financial Reporting, Accounting, Finance, Investments
Education
Southern Methodist University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
David Wilburn's Legg Mason Experience 2001 - 2004
Job Credit Risk Manager at Salisbury Bank and Trust Company
Industry Banking
Experience
Salisbury Bank and Trust Company 2009 - Present
Legg Mason 2001 - 2004
Paine Webber 1991 - 2001
UBS Securities Co., Ltd 1988 - 1991
Kidder Peabody 1983 - 1988
Tennessee Valley Authority 1979 - 1983
Skills
Jack Henry, Underwriting, Bloomberg, Microsoft Excel, Risk Management, Tax exempt financing, Investment Banking
Education
St. John's University 1977 — 1979
Doctor of Law (J.D.)
University of Notre Dame 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Salisbury Bank and Trust Company 2009 - Present
Legg Mason 2001 - 2004
Paine Webber 1991 - 2001
UBS Securities Co., Ltd 1988 - 1991
Kidder Peabody 1983 - 1988
Tennessee Valley Authority 1979 - 1983
Skills
Jack Henry, Underwriting, Bloomberg, Microsoft Excel, Risk Management, Tax exempt financing, Investment Banking
Education
St. John's University 1977 — 1979
Doctor of Law (J.D.)
University of Notre Dame 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Derrick Pendleton's Legg Mason Experience 2015 - Present
Job Senior Security Engineer Intrusion Prevention Specialist (Security Operation Center)
Industry Computer & Network Security
Experience
Social Security Administration 2015 - Present
Legg Mason 2015 - Present
Social Security Administration 2015 - 2015
Social Security Administration 2014 - 2015
Howard Community College 2013 - 2014
Accuvant 2012 - 2013
Unisys 2012 - 2012
Skills
Malware Analysis, Computer Security, Network Security, McAfee DLP, McAfee VirusScan, McAfee ePO, McAfee HIPS, Sourcefire, Splunk Enterprise, FireEye Analysis, Security Policy, Fiddler, Information Assurance, Software Documentation, Team oriented, Security Research, Vulnerability Assessment, Information Security..., McAfee EMM, Metasploit, IDS, Windows Server, Active Directory, Nessus, Nmap, Information Gathering, Active/Passive..., Wireshark, Troubleshooting, Firewalls, Security
Education
Stevenson University 2014 — 2016
Master's Degree, Cyber Forensics
Stevenson University 2010 — 2013
Bachelor's Degree, Computer Information System - Network Design
Social Security Administration 2015 - Present
Legg Mason 2015 - Present
Social Security Administration 2015 - 2015
Social Security Administration 2014 - 2015
Howard Community College 2013 - 2014
Accuvant 2012 - 2013
Unisys 2012 - 2012
Skills
Malware Analysis, Computer Security, Network Security, McAfee DLP, McAfee VirusScan, McAfee ePO, McAfee HIPS, Sourcefire, Splunk Enterprise, FireEye Analysis, Security Policy, Fiddler, Information Assurance, Software Documentation, Team oriented, Security Research, Vulnerability Assessment, Information Security..., McAfee EMM, Metasploit, IDS, Windows Server, Active Directory, Nessus, Nmap, Information Gathering, Active/Passive..., Wireshark, Troubleshooting, Firewalls, Security
Education
Stevenson University 2014 — 2016
Master's Degree, Cyber Forensics
Stevenson University 2010 — 2013
Bachelor's Degree, Computer Information System - Network Design
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments