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
Michael Englehart, CLU®, CFP® Michael Englehart, CLU®, CFP®'s Legg Mason Experience July 2001 - December 2006
Job Associate Vice President Investment Officer for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Smith Barney December 2006 - February 2009
Legg Mason July 2001 - December 2006
Skills
Asset Allocation, 401k Rollovers, Fixed Income Strategies, Insurance, investment planning, Investment Strategies, stock analysis, tax efficient strategies
Education
The American College 1996 — 1999
CFP, Finance
Ricky Ruiz Ricky Ruiz's Legg Mason Experience October 2014 - Present
Job Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Bruce P. Betz Bruce P. Betz's Legg Mason Experience November 1990 - September 2001
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Capital Markets March 2009 - February 2013
Ferris, Baker, Watts, Inc. September 2001 - March 2009
Legg Mason November 1990 - September 2001
Ferris, Baker, Watts, Inc. May 1983 - November 1990
Skills
Wealth Preservation..., Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Wealth Accumulation..., Cash Flow Forecasting, Tax Efficiency
Education
Towson University
Bachelor of Science (BS)
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Capital Markets March 2009 - February 2013
Ferris, Baker, Watts, Inc. September 2001 - March 2009
Legg Mason November 1990 - September 2001
Ferris, Baker, Watts, Inc. May 1983 - November 1990
Skills
Wealth Preservation..., Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Wealth Accumulation..., Cash Flow Forecasting, Tax Efficiency
Education
Towson University
Bachelor of Science (BS)
Fridtjov Markussen Fridtjov Markussen's Legg Mason Experience October 2000 - September 2005
Job Helping employers connect with association talent
Industry Information Technology and Services
Experience
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Maya Sobinina Maya Sobinina's Legg Mason Experience February 2004 - December 2005
Job First American Capital Group, LLC info@firstamericancapital.com Commercial Asset Finance, Mega Projects, Mining.
Industry Venture Capital & Private Equity
Experience
First American Capital Partners, LLC December 2005 - Present
AIG Advisor Group December 2005 - December 2006
Legg Mason February 2004 - December 2005
Skills
Project Finance, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Venture Capital, Joint Ventures, Private Placements, Private Equity, Corporate Finance, Debt Offerings, Equipment Finance, Renewable Energy, Infrastructure Projects, Debt
Education
The University of Texas at Austin 2001 — 2003
MA, Oil and Gas Finance
The University of Texas at Austin 1998 — 2000
MA, Marketing, Advertising and Branding
First American Capital Partners, LLC December 2005 - Present
AIG Advisor Group December 2005 - December 2006
Legg Mason February 2004 - December 2005
Skills
Project Finance, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Venture Capital, Joint Ventures, Private Placements, Private Equity, Corporate Finance, Debt Offerings, Equipment Finance, Renewable Energy, Infrastructure Projects, Debt
Education
The University of Texas at Austin 2001 — 2003
MA, Oil and Gas Finance
The University of Texas at Austin 1998 — 2000
MA, Marketing, Advertising and Branding
Craig England Craig England's Legg Mason Experience 1997 - 2001
Job CEO at England & Company
Industry Investment Banking
Experience
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
England & Company 2003 - Present
Legg Mason 1997 - 2001
Alex Brown & Sons 1996 - 1997
ICON Capital Corp. 1994 - 1996
Hunter Keith Marshall & Co. 1990 - 1994
CIBC World Markets 1988 - 1990
Irving Trust Company 1987 - 1988
Education
New York University, Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1983 — 1987
Bachelor's Degree
Université libre de Bruxelles 1985 — 1986
Joe Timmins Joe Timmins's Legg Mason Experience 1997 - January 2009
Job Sr. Vice President, Human Resources at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2011 - Present
Primary Resource Group January 2009 - September 2011
Legg Mason 1997 - January 2009
Jos. A. Bank Clothiers 1984 - 1997
Skills
Talent Management, Strategy, Mentoring, Succession Planning, Talent Acquisition, Leadership, Organizational..., Performance Management, Onboarding, Leadership Development, Employee Benefits, Organizational..., Management, Employee Relations, Employee Engagement, Human Resources
Education
Virginia Polytechnic Institute and State University 1978 — 1980
B.A., English
The Johns Hopkins University
Masters Program - Administrative Science
Janney Montgomery Scott October 2011 - Present
Primary Resource Group January 2009 - September 2011
Legg Mason 1997 - January 2009
Jos. A. Bank Clothiers 1984 - 1997
Skills
Talent Management, Strategy, Mentoring, Succession Planning, Talent Acquisition, Leadership, Organizational..., Performance Management, Onboarding, Leadership Development, Employee Benefits, Organizational..., Management, Employee Relations, Employee Engagement, Human Resources
Education
Virginia Polytechnic Institute and State University 1978 — 1980
B.A., English
The Johns Hopkins University
Masters Program - Administrative Science
Frank Maurno, CFP® Frank Maurno, CFP®'s Legg Mason Experience January 1998 - February 2006
Job CERTIFIED FINANCIAL PLANNER™ , Senior Vice President, Investmests
Industry Financial Services
Experience
Raymond James 2007 - Present
Legg Mason January 1998 - February 2006
SunTrust Bank 1987 - 1996
Skills
Strategic Financial..., Investments, Finance, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Mutual Funds, Banking
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Finance
University of Miami 1981 — 1985
BA, Finance
Raymond James 2007 - Present
Legg Mason January 1998 - February 2006
SunTrust Bank 1987 - 1996
Skills
Strategic Financial..., Investments, Finance, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Mutual Funds, Banking
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Finance
University of Miami 1981 — 1985
BA, Finance
Faith Roberts Faith Roberts's Legg Mason Experience 2005 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Legg Mason 2005 - 2011
Cavalry Couriers 2001 - 2005
Medallion Financial 1998 - 1999
Skills
Auditing, Payroll, Accounts Receivable, Financial Analysis, Bloomberg, Microsoft Office, Bloomberg Terminal, FileMaker, Mac OS, Adobe
Education
College of New Rochelle 2002 — 2003
Legg Mason 2005 - 2011
Cavalry Couriers 2001 - 2005
Medallion Financial 1998 - 1999
Skills
Auditing, Payroll, Accounts Receivable, Financial Analysis, Bloomberg, Microsoft Office, Bloomberg Terminal, FileMaker, Mac OS, Adobe
Education
College of New Rochelle 2002 — 2003
Keith I. Levitt, CFP® Keith I. Levitt, CFP®'s Legg Mason Experience March 1999 - February 2006
Job Senior Investment Consultant at Robert W. Baird & Co. / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Laura Zeltmann Smith, PMP Laura Zeltmann Smith, PMP's Legg Mason Experience June 1997 - August 1997
Job Senior Project Manager at Fidelis Care
Industry Hospital & Health Care
Experience
Fidelis Care November 2014 - Present
MVP Health Care November 2007 - November 2014
Treo Solutions August 2004 - October 2007
The Lake Placid Lodge May 2002 - May 2003
American Management Systems July 2000 - October 2001
American Management Systems September 1998 - June 2000
Legg Mason June 1997 - August 1997
Skills
Project Management, PMP, Cross-functional Team..., Program Management, MS Project, Project Delivery, Change Management, Health Insurance, Organization, Efficiency, Six Sigma, Certified Green Belt, Leadership, Team Leadership, Workshop Facilitation, Management, AIM, Healthcare, Economics, Health Care Economics, Managed Care, Training, Instructor-led Training
Education
The Johns Hopkins University 1994 — 1998
Bachelor of Arts (B.A.), Economics
State University of New York at Albany 2003 — 2004
Masters, Economics with concentration in Health Economics and Policy
Fidelis Care November 2014 - Present
MVP Health Care November 2007 - November 2014
Treo Solutions August 2004 - October 2007
The Lake Placid Lodge May 2002 - May 2003
American Management Systems July 2000 - October 2001
American Management Systems September 1998 - June 2000
Legg Mason June 1997 - August 1997
Skills
Project Management, PMP, Cross-functional Team..., Program Management, MS Project, Project Delivery, Change Management, Health Insurance, Organization, Efficiency, Six Sigma, Certified Green Belt, Leadership, Team Leadership, Workshop Facilitation, Management, AIM, Healthcare, Economics, Health Care Economics, Managed Care, Training, Instructor-led Training
Education
The Johns Hopkins University 1994 — 1998
Bachelor of Arts (B.A.), Economics
State University of New York at Albany 2003 — 2004
Masters, Economics with concentration in Health Economics and Policy
Lori Blander Lori Blander's Legg Mason Experience 1997 - 1999
Job Senior Organizational Development Consultant, MedStar Health
Industry Professional Training & Coaching
Experience
MedStar Health February 2008 - Present
Towson University August 2011 - Present
Constellation Energy February 2007 - October 2007
Independent Contractor - Legg Mason August 2006 - February 2007
Levin Group 2004 - 2006
ViPS 1999 - 2004
Legg Mason 1997 - 1999
Skills
Organizational..., Training, Employee Training, Leadership Development, Healthcare, Performance Management, Change Management, Coaching, Organizational..., Strategy, Employee Engagement, Program Management, Sales, Leadership, Analysis, MBTI, Team Building, Human Resources
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
M.S., Organizational Development and Strategic Human Resources
Northwestern University - School of Continuing Studies
Mediation Skills Certificate
Coach U
Core Essentials Coaching Certificate
Towson State University 1991 — 1995
B.S., Early Childhood Education
MedStar Health February 2008 - Present
Towson University August 2011 - Present
Constellation Energy February 2007 - October 2007
Independent Contractor - Legg Mason August 2006 - February 2007
Levin Group 2004 - 2006
ViPS 1999 - 2004
Legg Mason 1997 - 1999
Skills
Organizational..., Training, Employee Training, Leadership Development, Healthcare, Performance Management, Change Management, Coaching, Organizational..., Strategy, Employee Engagement, Program Management, Sales, Leadership, Analysis, MBTI, Team Building, Human Resources
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
M.S., Organizational Development and Strategic Human Resources
Northwestern University - School of Continuing Studies
Mediation Skills Certificate
Coach U
Core Essentials Coaching Certificate
Towson State University 1991 — 1995
B.S., Early Childhood Education
Debbie Hontz's Legg Mason Experience January 1999 - May 2003
Job Managing Director, Municipal Credit and Research
Industry Capital Markets
Experience
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
Keith Chatterton Keith Chatterton's Legg Mason Experience 1994 - 1996
Job Senior Business Development Officer at PNC
Industry Financial Services
Experience
PNC February 2013 - Present
BB&T December 2005 - February 2013
PNC April 2004 - November 2005
ADP 1997 - 2005
Legg Mason 1994 - 1996
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Banking, Portfolio Management, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Defined Benefit, Trust Services, 401k, Retirement Plan..., Employee Benefits, Asset Allocation, FINRA, Pensions, Defined Contribution, Finance, Relationship Management, Securities, Retirement, High Net Worth..., Series 63, Flexible Spending..., New Business Development, Alternative Investments, Strategic Financial..., Small Business, Investment Advisory, Series 7, Mutual Funds
Education
Thomas Edison State College 1980 — 1985
BSBA, Business
PNC February 2013 - Present
BB&T December 2005 - February 2013
PNC April 2004 - November 2005
ADP 1997 - 2005
Legg Mason 1994 - 1996
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Banking, Portfolio Management, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Defined Benefit, Trust Services, 401k, Retirement Plan..., Employee Benefits, Asset Allocation, FINRA, Pensions, Defined Contribution, Finance, Relationship Management, Securities, Retirement, High Net Worth..., Series 63, Flexible Spending..., New Business Development, Alternative Investments, Strategic Financial..., Small Business, Investment Advisory, Series 7, Mutual Funds
Education
Thomas Edison State College 1980 — 1985
BSBA, Business
Daniel Ammirato Daniel Ammirato's Legg Mason Experience August 2007 - May 2008
Job Associate, Strategy & Business Development at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase April 2011 - December 2012
Citigroup July 2009 - April 2011
Cushman & Wakefield June 2008 - August 2008
Legg Mason August 2007 - May 2008
Education
The Johns Hopkins University 2005 — 2009
BA, Economics
JPMorgan Chase January 2013 - Present
JPMorgan Chase April 2011 - December 2012
Citigroup July 2009 - April 2011
Cushman & Wakefield June 2008 - August 2008
Legg Mason August 2007 - May 2008
Education
The Johns Hopkins University 2005 — 2009
BA, Economics
Jasmine Richardson Jasmine Richardson's Legg Mason Experience April 2004 - June 2007
Job Senior Audit Consultant Specializing in Internal Controls
Industry Accounting
Experience
Independent Contractor / Consultant October 2013 - Present
Constellation Energy May 2012 - February 2013
Echelon Life, LLC April 2008 - January 2013
Fannie Mae February 2009 - February 2011
Old Mutual Financial Network June 2007 - February 2009
Legg Mason April 2004 - June 2007
PFPC July 2001 - October 2003
DuPont Capital Management May 1999 - April 2001
Skills
Internal Audit, Internal Controls, Process Improvement, Program Management, Analysis, Sarbanes-Oxley Act, Leadership, Management Consulting, Sarbanes-Oxley, Budgets, Strategic Planning, Event Planning, Team Building
Education
Temple University 1994 — 1999
BBA, Accounting, Economics, Finance
Independent Contractor / Consultant October 2013 - Present
Constellation Energy May 2012 - February 2013
Echelon Life, LLC April 2008 - January 2013
Fannie Mae February 2009 - February 2011
Old Mutual Financial Network June 2007 - February 2009
Legg Mason April 2004 - June 2007
PFPC July 2001 - October 2003
DuPont Capital Management May 1999 - April 2001
Skills
Internal Audit, Internal Controls, Process Improvement, Program Management, Analysis, Sarbanes-Oxley Act, Leadership, Management Consulting, Sarbanes-Oxley, Budgets, Strategic Planning, Event Planning, Team Building
Education
Temple University 1994 — 1999
BBA, Accounting, Economics, Finance
David G Shaw David G Shaw's Legg Mason Experience July 2001 - March 2003
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Wells Fargo Advisors March 2003 - May 2012
Legg Mason July 2001 - March 2003
Skills
College Education..., IRAs, Fixed Income Portfolio..., Investment Management, Singing, Double Bass, Retirement Planning, Risk Management, Asset Modeling, Guitarist, Survival Skills, Portfolio Management, Retirement, Securities, Financial Advisory, FINRA, Insurance, Finance
Education
University of The Arts 1995 — 1999
Bachelor of Arts (B.A.), Music Performance, General
LPL Financial June 2012 - Present
Wells Fargo Advisors March 2003 - May 2012
Legg Mason July 2001 - March 2003
Skills
College Education..., IRAs, Fixed Income Portfolio..., Investment Management, Singing, Double Bass, Retirement Planning, Risk Management, Asset Modeling, Guitarist, Survival Skills, Portfolio Management, Retirement, Securities, Financial Advisory, FINRA, Insurance, Finance
Education
University of The Arts 1995 — 1999
Bachelor of Arts (B.A.), Music Performance, General
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
Amy Beth Oppenheimer Amy Beth Oppenheimer's Legg Mason Experience January 2006 - June 2006
Job Jewish Educator, Film Director and Chameleon of Arts and NonProfit Management
Industry Education Management
Experience
Faces of Israel 2007 - Present
Compassion Over Killing 2011 - 2012
Deloitte Consulting July 2007 - October 2009
Mahut Employment Agency August 2006 - January 2007
Legg Mason January 2006 - June 2006
Council on Foreign Relations May 2005 - August 2005
Education
The Johns Hopkins University 2004 — 2007
BA, International Relations, with a focus on economics and the Middle East
Midreshet Lindenbaum 2003 — 2004
Certificate, Religious Studies and Education
The Frisch School 1999 — 2003
Moriah
University of Haifa
Faces of Israel 2007 - Present
Compassion Over Killing 2011 - 2012
Deloitte Consulting July 2007 - October 2009
Mahut Employment Agency August 2006 - January 2007
Legg Mason January 2006 - June 2006
Council on Foreign Relations May 2005 - August 2005
Education
The Johns Hopkins University 2004 — 2007
BA, International Relations, with a focus on economics and the Middle East
Midreshet Lindenbaum 2003 — 2004
Certificate, Religious Studies and Education
The Frisch School 1999 — 2003
Moriah
University of Haifa
Darrin Gold Darrin Gold's Legg Mason Experience May 1996 - November 2001
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2001 - Present
Legg Mason May 1996 - November 2001
Morgan Stanley Smith Barney 1992 - 1996
Education
Suffolk University - Sawyer Business School 1991 — 1994
Bachelors, Economics
UBS March 2001 - Present
Legg Mason May 1996 - November 2001
Morgan Stanley Smith Barney 1992 - 1996
Education
Suffolk University - Sawyer Business School 1991 — 1994
Bachelors, Economics
Jennifer Dodson Jennifer Dodson's Legg Mason Experience September 2008 - January 2009
Job Chief Creative Officer at Adashmore Creative
Industry Marketing and Advertising
Experience
Adashmore Creative, LLC January 2011 - Present
Maryland Institute College of Art May 2013 - Present
AIGA Baltimore 2009 - June 2012
Greater Baltimore Medical Center June 2008 - February 2011
Brick House Books March 2005 - November 2010
Legg Mason September 2008 - January 2009
PDA Marketing December 2007 - October 2008
The Maryland Zoo in Baltimore January 2008 - May 2008
Phillips Foods January 2008 - May 2008
Skills
Branding & Identity, Advertising, Marketing, Marketing Communications, Creative Direction, Graphic Design, Social Media, Brochures, Email Marketing, Social Media Marketing, Marketing Strategy, Direct Mail, Web Design, Press Releases, Brand Development, Social Networking, Strategic Planning, Copywriting, SEO, Public Relations, Direct Marketing, Newsletters, Publications, Online Marketing, Creative Strategy, Strategy, Art Direction, Integrated Marketing, Logo Design, Corporate Branding, Typography, Blogging, Adobe Creative Suite, Event Planning, Promotions, HTML, Corporate Identity
Education
The Maryland Institute College of Art 2011 — 2012
MPS, The Business of Art and Design
Towson University 2004 — 2009
BS, Communication, Art
Adashmore Creative, LLC January 2011 - Present
Maryland Institute College of Art May 2013 - Present
AIGA Baltimore 2009 - June 2012
Greater Baltimore Medical Center June 2008 - February 2011
Brick House Books March 2005 - November 2010
Legg Mason September 2008 - January 2009
PDA Marketing December 2007 - October 2008
The Maryland Zoo in Baltimore January 2008 - May 2008
Phillips Foods January 2008 - May 2008
Skills
Branding & Identity, Advertising, Marketing, Marketing Communications, Creative Direction, Graphic Design, Social Media, Brochures, Email Marketing, Social Media Marketing, Marketing Strategy, Direct Mail, Web Design, Press Releases, Brand Development, Social Networking, Strategic Planning, Copywriting, SEO, Public Relations, Direct Marketing, Newsletters, Publications, Online Marketing, Creative Strategy, Strategy, Art Direction, Integrated Marketing, Logo Design, Corporate Branding, Typography, Blogging, Adobe Creative Suite, Event Planning, Promotions, HTML, Corporate Identity
Education
The Maryland Institute College of Art 2011 — 2012
MPS, The Business of Art and Design
Towson University 2004 — 2009
BS, Communication, Art
Tyler Porterfield, CIMA's Legg Mason Experience 2009 - Present
Job Director, Wealth Management at Legg Mason
Industry Financial Services
Experience
Legg Mason 2009 - Present
Deutsche Asset Management 2000 - 2009
LPL Financial 1999 - 2000
Skills
Mutual Funds, Investments, Separately Managed..., Series 63, Series 7, Alternative Investments, Hedge Funds, ETFs, Investment Strategies, Investment Management, Series 6, Asset Managment, Structured Products, Private Equity
Education
University of Kansas 1996 — 2000
Legg Mason 2009 - Present
Deutsche Asset Management 2000 - 2009
LPL Financial 1999 - 2000
Skills
Mutual Funds, Investments, Separately Managed..., Series 63, Series 7, Alternative Investments, Hedge Funds, ETFs, Investment Strategies, Investment Management, Series 6, Asset Managment, Structured Products, Private Equity
Education
University of Kansas 1996 — 2000
Hilary Shipley Hilary Shipley's Legg Mason Experience October 2004 - February 2006
Job Associate at Colliers International
Industry Real Estate
Experience
Colliers-International May 2013 - Present
Colliers International February 2009 - April 2013
CBRE May 2006 - November 2008
Legg Mason October 2004 - February 2006
Skills
Commercial Real Estate, Location Intelligence, Marketing, Leases, Investment Properties, Real Estate, Property, Selling, Acquisitions, REO, Real Estate Transactions, Negotiation, Dispositions, Investments, Sales
Education
The University of Georgia 2000 — 2004
Bachelor of Science
Colliers-International May 2013 - Present
Colliers International February 2009 - April 2013
CBRE May 2006 - November 2008
Legg Mason October 2004 - February 2006
Skills
Commercial Real Estate, Location Intelligence, Marketing, Leases, Investment Properties, Real Estate, Property, Selling, Acquisitions, REO, Real Estate Transactions, Negotiation, Dispositions, Investments, Sales
Education
The University of Georgia 2000 — 2004
Bachelor of Science
Edward Swenson's Legg Mason Experience November 2005 - December 2008
Job COO at Dynasty Financial Partners, LLC
Industry Financial Services
Experience
Dynasty Financial Partners August 2009 - Present
Legg Mason November 2005 - December 2008
Citigroup, New York November 1999 - November 2005
Skills
Wealth Management, Portfolio Management, Product Development, Asset Management, Finance, Strategy, Investment Advisory, Financial Services, Entrepreneurship, Trading, Business Strategy, New Business Development, Business Process, Securities, Cross-functional Team..., Accounting, Project Implementation, Managed Money
Education
New York University - Leonard N. Stern School of Business
MBA
London School of Economics and Political Science
BS
Dynasty Financial Partners August 2009 - Present
Legg Mason November 2005 - December 2008
Citigroup, New York November 1999 - November 2005
Skills
Wealth Management, Portfolio Management, Product Development, Asset Management, Finance, Strategy, Investment Advisory, Financial Services, Entrepreneurship, Trading, Business Strategy, New Business Development, Business Process, Securities, Cross-functional Team..., Accounting, Project Implementation, Managed Money
Education
New York University - Leonard N. Stern School of Business
MBA
London School of Economics and Political Science
BS
Vinny Perez Vinny Perez's Legg Mason Experience January 1991 - December 1994
Job Infrastructure Analyst (Network Architect) at Library of Congress
Industry Information Technology and Services
Experience
Library of Congress September 2011 - Present
Wall to Wall Home Staging November 2009 - Present
Chesapeake NetCraftsmen, LLC April 2007 - September 2011
House to Home Investors LLC 2004 - 2011
Ameritrade 1999 - 2005
RPM Consulting 1995 - 1999
Legg Mason January 1991 - December 1994
Skills
Cisco IOS, Cisco Catalyst Switches, Cisco Nexus Switches, Data Center, Storage Area Networks, ASA, Cisco Technologies, Project Planning, Network Design, Integration, Security, Network Administration, Network Security, Project Management, Switches, Virtualization, VMware, Troubleshooting, Cisco Nexus, Cisco Routers
Education
The Johns Hopkins University 1991 — 1993
BS, IT Management
University of California, Berkeley 1987 — 1990
EECS
The College Preparatory School 1983 — 1987
High School, High School
Library of Congress September 2011 - Present
Wall to Wall Home Staging November 2009 - Present
Chesapeake NetCraftsmen, LLC April 2007 - September 2011
House to Home Investors LLC 2004 - 2011
Ameritrade 1999 - 2005
RPM Consulting 1995 - 1999
Legg Mason January 1991 - December 1994
Skills
Cisco IOS, Cisco Catalyst Switches, Cisco Nexus Switches, Data Center, Storage Area Networks, ASA, Cisco Technologies, Project Planning, Network Design, Integration, Security, Network Administration, Network Security, Project Management, Switches, Virtualization, VMware, Troubleshooting, Cisco Nexus, Cisco Routers
Education
The Johns Hopkins University 1991 — 1993
BS, IT Management
University of California, Berkeley 1987 — 1990
EECS
The College Preparatory School 1983 — 1987
High School, High School
David Saunders, II David Saunders, II's Legg Mason Experience 2001 - 2006
Job Senior Investment Consultant at PSA Insurance & Financial Services
Industry Investment Management
Experience
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
Richard Wachterman Richard Wachterman's Legg Mason Experience February 2004 — July 2014
Job Retired after 40 year Asset Management legal career
Industry Financial Services
Experience
Legg Mason February 2004 — July 2014
Victory Capital Management November 1981 — January 2003
US Securities and Exchange Commission January 1975 — November 1980
Skills
Securities Regulation, Investment Companies, Investment Company Act, Securities, Asset Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Investments, Due Diligence, Corporate Governance, Capital Markets
Education
The George Washington University Law School 1969 — 1973
JD, Law
Legg Mason February 2004 — July 2014
Victory Capital Management November 1981 — January 2003
US Securities and Exchange Commission January 1975 — November 1980
Skills
Securities Regulation, Investment Companies, Investment Company Act, Securities, Asset Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Investments, Due Diligence, Corporate Governance, Capital Markets
Education
The George Washington University Law School 1969 — 1973
JD, Law
Erik Hummel Erik Hummel's Legg Mason Experience February 2010 - October 2010
Job Manager, Platform Engineering at PayPal
Industry Information Technology and Services
Experience
PayPal June 2012 - Present
PayPal, Inc. October 2010 - June 2012
Legg Mason February 2010 - October 2010
Legg Mason June 2003 - February 2010
Zurich Insurance June 2001 - August 2002
Skills
Perl, Java, SQL, Unix Shell Scripting, DynaTrace, Nagios, Performance Tuning, Batch Processing, Performance Engineering, Crucible, Bamboo, Sonar, Maven, Autosys, Control-M, Portia, Continuous Delivery, Continuous Integration
Education
The Johns Hopkins University 1999 — 2003
BS, Computer Science
PayPal June 2012 - Present
PayPal, Inc. October 2010 - June 2012
Legg Mason February 2010 - October 2010
Legg Mason June 2003 - February 2010
Zurich Insurance June 2001 - August 2002
Skills
Perl, Java, SQL, Unix Shell Scripting, DynaTrace, Nagios, Performance Tuning, Batch Processing, Performance Engineering, Crucible, Bamboo, Sonar, Maven, Autosys, Control-M, Portia, Continuous Delivery, Continuous Integration
Education
The Johns Hopkins University 1999 — 2003
BS, Computer Science
Laura Lanham's Legg Mason Experience March 1998 - February 2001
Job Organization Development Professional
Industry Human Resources
Experience
CAN April 2014 - Present
Independent Human Resources Consultant August 2006 - Present
National Cooperative Bank February 2001 - August 2006
Legg Mason March 1998 - February 2001
Skills
MBTI, Coaching, Organizational..., Career Development, 360 Feedback, Training, Instructional Design, FIRO-B, Leadership, Executive Coaching, Strategic Planning, Leadership Development, Performance Management, Workshop Facilitation, Change Management, Team Building
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MS, Organization Development and Human Resources
Towson University 1994 — 1996
BS, Psychology
CAN April 2014 - Present
Independent Human Resources Consultant August 2006 - Present
National Cooperative Bank February 2001 - August 2006
Legg Mason March 1998 - February 2001
Skills
MBTI, Coaching, Organizational..., Career Development, 360 Feedback, Training, Instructional Design, FIRO-B, Leadership, Executive Coaching, Strategic Planning, Leadership Development, Performance Management, Workshop Facilitation, Change Management, Team Building
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MS, Organization Development and Human Resources
Towson University 1994 — 1996
BS, Psychology
Robert Ennis Robert Ennis's Legg Mason Experience June 1999 - May 2002
Job Senior Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
Chris Brimsek's Legg Mason Experience July 2005 - August 2005
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Samuel Foley Samuel Foley's Legg Mason Experience May 2014 - Present
Job Regional Director at Legg Mason, N. Michigan
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason July 2011 - May 2014
Merrill Lynch August 2009 - July 2011
Oppenheimer & Co. April 2008 - August 2009
New York City Water Works February 2002 - April 2008
Smith Barney September 1999 - August 2001
Skills
Sales, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., Investments, Asset Allocation, Capital Markets, Investment Strategies, Hedge Funds, Investment Management, Equities, Fixed Income
Education
Syracuse University 2002 — 2007
Legg Mason May 2014 - Present
Legg Mason July 2011 - May 2014
Merrill Lynch August 2009 - July 2011
Oppenheimer & Co. April 2008 - August 2009
New York City Water Works February 2002 - April 2008
Smith Barney September 1999 - August 2001
Skills
Sales, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., Investments, Asset Allocation, Capital Markets, Investment Strategies, Hedge Funds, Investment Management, Equities, Fixed Income
Education
Syracuse University 2002 — 2007
Rick Overy's Legg Mason Experience November 1997 - October 2005
Job Partner at Compass Wealth Strategies
Industry Financial Services
Experience
Compass Wealth Strategies June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason November 1997 - October 2005
College of William and Mary July 1992 - October 1997
The White House June 1988 - February 1989
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Wealth Management..., Estate Planning, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Series 65, Investment Strategies
Education
The College of William and Mary - The Mason School of Business 1982 — 1988
BBA, Finance
Phillips Exeter Academy 1979 — 1982
Graduate
Compass Wealth Strategies June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason November 1997 - October 2005
College of William and Mary July 1992 - October 1997
The White House June 1988 - February 1989
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Wealth Management..., Estate Planning, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Series 65, Investment Strategies
Education
The College of William and Mary - The Mason School of Business 1982 — 1988
BBA, Finance
Phillips Exeter Academy 1979 — 1982
Graduate
Lisa Simmons Lisa Simmons's Legg Mason Experience December 2007 - December 2008
Job Recruiter/Staffing
Industry Staffing and Recruiting
Experience
Laureate International Universities January 2012 - Present
Towson University February 2009 - Present
Stevenson University January 2011 - May 2013
PricewaterhouseCoopers August 2010 - November 2011
Morgan Stanley January 2009 - January 2010
Legg Mason December 2007 - December 2008
PricewaterhouseCoopers 2006 - 2007
Verizon Wireless May 2006 - December 2006
T. Rowe Price Associates, Inc. 1996 - 2004
Skills
Talent Acquisition, Finance, Management, Human Resources, Risk Management, Recruiting, Talent Management, Sourcing, Temporary Placement, Microsoft Excel, Banking, Staff Development, Corporate Finance, Employee Engagement, Onboarding, Microsoft Office, College Recruiting, Personnel Management, Change Management, Interviews, Applicant Tracking..., Employee Benefits, Customer Service, Leadership, Internal Audit, Asset Management, Employee Relations, Fixed Income, Training, Asset Managment, Financial Services, PeopleSoft
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MS, Human Resources Management
Towson University 1988 — 1992
BS, Finance
Laureate International Universities January 2012 - Present
Towson University February 2009 - Present
Stevenson University January 2011 - May 2013
PricewaterhouseCoopers August 2010 - November 2011
Morgan Stanley January 2009 - January 2010
Legg Mason December 2007 - December 2008
PricewaterhouseCoopers 2006 - 2007
Verizon Wireless May 2006 - December 2006
T. Rowe Price Associates, Inc. 1996 - 2004
Skills
Talent Acquisition, Finance, Management, Human Resources, Risk Management, Recruiting, Talent Management, Sourcing, Temporary Placement, Microsoft Excel, Banking, Staff Development, Corporate Finance, Employee Engagement, Onboarding, Microsoft Office, College Recruiting, Personnel Management, Change Management, Interviews, Applicant Tracking..., Employee Benefits, Customer Service, Leadership, Internal Audit, Asset Management, Employee Relations, Fixed Income, Training, Asset Managment, Financial Services, PeopleSoft
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MS, Human Resources Management
Towson University 1988 — 1992
BS, Finance
Diane N. Bark's Legg Mason Experience October 1990 - June 1994
Job Patient UMMbassador at University of Maryland Medical Center
Industry Hospital & Health Care
Experience
University of Maryland Medical Center 2015 - Present
Public Speaker December 2012 - Present
DNB Financial Services June 2001 - Present
Kennedy Krieger Institute January 2013 - December 2014
Morgan Stanley June 1994 - June 2001
Legg Mason October 1990 - June 1994
Skills
Needs Analysis, HIPAA, Communication Skills, Problem Solving, Strategic Partnerships, Public Speaking, Supportive Services, Patient Advocacy, Patient Safety, Healthcare, Nonprofits, Leadership, Program Management
Education
University of California, Los Angeles 2014 — 2015
UCLA Extension Certificate Program, Patient Advocacy
The Johns Hopkins School of Medicine
Armstrong Institute for Patient Safety and Quality, Patient Safety Certificate
University of Maryland Medical Center 2015 - Present
Public Speaker December 2012 - Present
DNB Financial Services June 2001 - Present
Kennedy Krieger Institute January 2013 - December 2014
Morgan Stanley June 1994 - June 2001
Legg Mason October 1990 - June 1994
Skills
Needs Analysis, HIPAA, Communication Skills, Problem Solving, Strategic Partnerships, Public Speaking, Supportive Services, Patient Advocacy, Patient Safety, Healthcare, Nonprofits, Leadership, Program Management
Education
University of California, Los Angeles 2014 — 2015
UCLA Extension Certificate Program, Patient Advocacy
The Johns Hopkins School of Medicine
Armstrong Institute for Patient Safety and Quality, Patient Safety Certificate
Anthony J. Haidar's Legg Mason Experience November 2014 - Present
Job Internal Sales Director at Legg Mason Global Asset Management
Industry Financial Services
Experience
Legg Mason November 2014 - Present
UBS Financial Services, Inc. September 2012 - October 2014
Phillips Student Investment Fund January 2012 - April 2012
The White House November 2010 - December 2011
Hello, I Must Be Going Productions, LLC July 2011 - August 2011
CTPartners July 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - February 2010
Skills
Investments, Finance, Series 7, Series 66, Financial Analysis, Public Speaking, Social Media, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Equities, Fixed Income
Education
The George Washington University 2008 — 2012
Bachelor, Business Administration: Finance
UNSW Australia 2011 — 2011
Semester Abroad
Legg Mason November 2014 - Present
UBS Financial Services, Inc. September 2012 - October 2014
Phillips Student Investment Fund January 2012 - April 2012
The White House November 2010 - December 2011
Hello, I Must Be Going Productions, LLC July 2011 - August 2011
CTPartners July 2010 - August 2010
Northwestern Mutual Financial Network June 2009 - February 2010
Skills
Investments, Finance, Series 7, Series 66, Financial Analysis, Public Speaking, Social Media, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Equities, Fixed Income
Education
The George Washington University 2008 — 2012
Bachelor, Business Administration: Finance
UNSW Australia 2011 — 2011
Semester Abroad
Anna Matsiras, MSPM, PMP Anna Matsiras, MSPM, PMP's Legg Mason Experience December 2005 - June 2006
Job Senior Consultant, Advisory at EY
Industry Management Consulting
Experience
EY October 2014 - Present
Altarum August 2011 - October 2014
Deloitte Consulting June 2010 - August 2010
Paul Merage Graduate School of Business December 2008 - June 2010
SEI Investments January 2007 - August 2009
Legg Mason December 2005 - June 2006
Skills
Program Management, Project Management, Data Analysis, Cross-functional Team..., Analysis, Business Strategy, Business Process..., Change Management, Marketing Strategy, Leadership, Strategic Planning, Risk Management, Business Process, Business Intelligence, Business Analysis, Healthcare Consulting, Management, PMO, Management Consulting, Project Planning, PMP, Process Improvement, Knowledge Management, Strategy, Competitive Analysis, Economics, Lean Operations, Policy, Training, Financial Analysis, Team Management, Revenue Cycle Management, MS Project, Healthcare, Microsoft Office
Education
The George Washington University - School of Business 2011 — 2014
Master's Degree, Project Management
University of California, Irvine 2007 — 2011
Bachelor's Degree, Economics
EY October 2014 - Present
Altarum August 2011 - October 2014
Deloitte Consulting June 2010 - August 2010
Paul Merage Graduate School of Business December 2008 - June 2010
SEI Investments January 2007 - August 2009
Legg Mason December 2005 - June 2006
Skills
Program Management, Project Management, Data Analysis, Cross-functional Team..., Analysis, Business Strategy, Business Process..., Change Management, Marketing Strategy, Leadership, Strategic Planning, Risk Management, Business Process, Business Intelligence, Business Analysis, Healthcare Consulting, Management, PMO, Management Consulting, Project Planning, PMP, Process Improvement, Knowledge Management, Strategy, Competitive Analysis, Economics, Lean Operations, Policy, Training, Financial Analysis, Team Management, Revenue Cycle Management, MS Project, Healthcare, Microsoft Office
Education
The George Washington University - School of Business 2011 — 2014
Master's Degree, Project Management
University of California, Irvine 2007 — 2011
Bachelor's Degree, Economics
Joseph Grieco Jr. Joseph Grieco Jr.'s Legg Mason Experience June 2013 - December 2013
Job Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Edward Winston Edward Winston's Legg Mason Experience May 1989 - December 1991
Job President Suisse Time
Industry Luxury Goods & Jewelry
Experience
Suisse Time January 1992 - Present
Suisse Time January 1992 - Present
Winston International, Ltd 1992 - Present
Bellwether Publishing, Ltd January 1992 - August 2007
Legg Mason May 1989 - December 1991
Daniel Mink Watch Company January 1987 - March 1989
Skills
20+years experience in..., Sales Excellence, Manufacturing, Legal Issues, Watches, Luxury, Retail, Luxury Goods, Jewelry, Jewelry Design, Sales, Entrepreneurship, Merchandising, Fashion, Negotiation, Gems, Diamonds, Gemology, French, Marketing, Wholesale, Brand Development, E-commerce, Business Strategy, Visual Merchandising, Luxury Lifestyle, Watch Repair, International Marketing, Leadership, Silver
Education
University of Maryland Francis King Carey School of Law 1998 — 2001
JD, Law
The Johns Hopkins University 1996 — 1998
University of Maryland College Park 1988 — 1992
BA, English/Criminal Justice
Suisse Time January 1992 - Present
Suisse Time January 1992 - Present
Winston International, Ltd 1992 - Present
Bellwether Publishing, Ltd January 1992 - August 2007
Legg Mason May 1989 - December 1991
Daniel Mink Watch Company January 1987 - March 1989
Skills
20+years experience in..., Sales Excellence, Manufacturing, Legal Issues, Watches, Luxury, Retail, Luxury Goods, Jewelry, Jewelry Design, Sales, Entrepreneurship, Merchandising, Fashion, Negotiation, Gems, Diamonds, Gemology, French, Marketing, Wholesale, Brand Development, E-commerce, Business Strategy, Visual Merchandising, Luxury Lifestyle, Watch Repair, International Marketing, Leadership, Silver
Education
University of Maryland Francis King Carey School of Law 1998 — 2001
JD, Law
The Johns Hopkins University 1996 — 1998
University of Maryland College Park 1988 — 1992
BA, English/Criminal Justice
Richard Keetley Richard Keetley's Legg Mason Experience September 1992 - December 2005
Job Executive Vice President / Wealth Management at Janney Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2009 - Present
Smith Barney December 2005 - April 2009
Legg Mason September 1992 - December 2005
Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Management, Financial Advisory, New Business Development, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategy, High Net Worth..., Investment Management, Portfolio Management, Series 63, Certified Financial..., Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Investment Advisory, FINRA, ETFs, Retirement, Fixed Income, Series 65, Separately Managed..., Investment Strategies, Hedge Funds, Financial Services, Series 24, Wealth Management..., Estate Planning, 401k, Bloomberg, Bonds, Fixed Annuities, Equity Research, IRAs, Trading, Series 6, Capital Markets, Long-term Care, Investment Advisory..., Relationship Management, Financial Planning
Education
The Johns Hopkins University 1988 — 1992
1992, Social and Behavioral Sciences
John Carroll High School 1985 — 1988
Janney Montgomery Scott LLC April 2009 - Present
Smith Barney December 2005 - April 2009
Legg Mason September 1992 - December 2005
Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Management, Financial Advisory, New Business Development, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategy, High Net Worth..., Investment Management, Portfolio Management, Series 63, Certified Financial..., Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Investment Advisory, FINRA, ETFs, Retirement, Fixed Income, Series 65, Separately Managed..., Investment Strategies, Hedge Funds, Financial Services, Series 24, Wealth Management..., Estate Planning, 401k, Bloomberg, Bonds, Fixed Annuities, Equity Research, IRAs, Trading, Series 6, Capital Markets, Long-term Care, Investment Advisory..., Relationship Management, Financial Planning
Education
The Johns Hopkins University 1988 — 1992
1992, Social and Behavioral Sciences
John Carroll High School 1985 — 1988
Myrna Jackson, PMP Myrna Jackson, PMP's Legg Mason Experience 1996 - 2001
Job Director of Quality Assurance and Continuous Process Improvement
Industry Information Technology and Services
Experience
UIC Technical Services, LLC June 2007 - Present
SI International October 2006 - May 2007
Ginicorp July 2004 - September 2006
Lockheed Martin Information Technology September 1999 - July 2004
Legg Mason 1996 - 2001
Skills
Project Management, Process Improvement, Change Management, ITIL, Requirements Analysis, Configuration Management, Top Secret Clearance, Security Clearance, Disaster Recovery, Security, Program Management, Project Planning, Management, Leadership, Business Process, Risk Management, PMP, Strategic Planning, Team Leadership, DoD, PMO, Enterprise Architecture, Integration, IT Management
Education
Strayer University (VA)
B.A., Business Administration
Virginia State University
Business Information Systems
UIC Technical Services, LLC June 2007 - Present
SI International October 2006 - May 2007
Ginicorp July 2004 - September 2006
Lockheed Martin Information Technology September 1999 - July 2004
Legg Mason 1996 - 2001
Skills
Project Management, Process Improvement, Change Management, ITIL, Requirements Analysis, Configuration Management, Top Secret Clearance, Security Clearance, Disaster Recovery, Security, Program Management, Project Planning, Management, Leadership, Business Process, Risk Management, PMP, Strategic Planning, Team Leadership, DoD, PMO, Enterprise Architecture, Integration, IT Management
Education
Strayer University (VA)
B.A., Business Administration
Virginia State University
Business Information Systems
Fonda Campbell Fonda Campbell's Legg Mason Experience September 2008 - July 2011
Job Global Investment Operations Lead Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2008 - July 2011
Legg Mason Asset Management March 2004 - September 2008
Legg Mason Wood Walker September 1998 - March 2004
Legg Mason March 1995 - September 1998
First American Bank January 1991 - September 1994
Skills
Problem Solving, Back Office, Securities, Portia, Trading, Investments, Wealth Management, Asset Management, Reconciliation, Bloomberg, Corporate Actions, Risk Management, Portfolio Management, Analysis, Financial Risk
Education
Tennessee State University
BA, Business Adminstration
Legg Mason September 2008 - July 2011
Legg Mason Asset Management March 2004 - September 2008
Legg Mason Wood Walker September 1998 - March 2004
Legg Mason March 1995 - September 1998
First American Bank January 1991 - September 1994
Skills
Problem Solving, Back Office, Securities, Portia, Trading, Investments, Wealth Management, Asset Management, Reconciliation, Bloomberg, Corporate Actions, Risk Management, Portfolio Management, Analysis, Financial Risk
Education
Tennessee State University
BA, Business Adminstration
Corey Beckerman Corey Beckerman's Legg Mason Experience January 2005 - April 2011
Job VPBusiness Intelligence at AB
Industry Financial Services
Experience
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
Michael Malesa Michael Malesa's Legg Mason Experience June 2006 - December 2007
Job Senior Associate at CME Group
Industry Oil & Energy
Experience
CME Group June 2015 - Present
CME Group May 2013 - May 2015
Hess Corporation May 2011 - May 2013
Louis Dreyfus Highbridge Energy January 2011 - May 2011
Louis Dreyfus Highbridge Energy January 2008 - January 2011
Legg Mason June 2006 - December 2007
U.S. House of Representatives July 2005 - August 2005
Skills
Commodity, Trading, Commodity Markets, Energy, Valuation, Options, Risk Management, Swaps, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Hedging, Equities, Financial Risk, Due Diligence, Financial Analysis, Corporate Finance, Account Reconciliation, Commodity Risk..., Natural Gas, Market Risk, Asset Management, Trading Systems, Internal Controls, Analysis, Microsoft SQL Server
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance, 3.811
Villanova University 2002 — 2006
BA, Political Science, French, History
Episcopal Academy 1997 — 2002
CME Group June 2015 - Present
CME Group May 2013 - May 2015
Hess Corporation May 2011 - May 2013
Louis Dreyfus Highbridge Energy January 2011 - May 2011
Louis Dreyfus Highbridge Energy January 2008 - January 2011
Legg Mason June 2006 - December 2007
U.S. House of Representatives July 2005 - August 2005
Skills
Commodity, Trading, Commodity Markets, Energy, Valuation, Options, Risk Management, Swaps, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Hedging, Equities, Financial Risk, Due Diligence, Financial Analysis, Corporate Finance, Account Reconciliation, Commodity Risk..., Natural Gas, Market Risk, Asset Management, Trading Systems, Internal Controls, Analysis, Microsoft SQL Server
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance, 3.811
Villanova University 2002 — 2006
BA, Political Science, French, History
Episcopal Academy 1997 — 2002
Scott Taft, CIMA® Scott Taft, CIMA®'s Legg Mason Experience April 2014 - Present
Job Vice President, Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Matthew Swayne, PMP Matthew Swayne, PMP's Legg Mason Experience February 2007 - July 2011
Job Business Analyst at BGE
Industry Financial Services
Experience
Baltimore Gas & Electric March 2014 - Present
Veolia September 2013 - October 2013
Credit Management Solutions Incorporated (CMSI) June 2013 - August 2013
Electra Information Systems July 2011 - February 2012
Legg Mason February 2007 - July 2011
Legg Mason January 2001 - January 2007
Legg Mason January 1997 - December 2000
Legg Mason May 1996 - May 1997
Skills
SDLC, Business Analysis, Process Improvement, Software Documentation, Business Requirements, Requirements Analysis, Access, Visio, Project Management, SharePoint, Documentation, Systems Analysis, PMP, Analysis, Management, Business Process, Problem Solving, Microsoft Office, SQL, Financial Fee Billing
Education
University of Baltimore 1993 — 1996
BS, Accounting
The Community College of Baltimore County 1990 — 1993
AA, Business Administration
Archbishop Curley High School 1981 — 1985
Baltimore Gas & Electric March 2014 - Present
Veolia September 2013 - October 2013
Credit Management Solutions Incorporated (CMSI) June 2013 - August 2013
Electra Information Systems July 2011 - February 2012
Legg Mason February 2007 - July 2011
Legg Mason January 2001 - January 2007
Legg Mason January 1997 - December 2000
Legg Mason May 1996 - May 1997
Skills
SDLC, Business Analysis, Process Improvement, Software Documentation, Business Requirements, Requirements Analysis, Access, Visio, Project Management, SharePoint, Documentation, Systems Analysis, PMP, Analysis, Management, Business Process, Problem Solving, Microsoft Office, SQL, Financial Fee Billing
Education
University of Baltimore 1993 — 1996
BS, Accounting
The Community College of Baltimore County 1990 — 1993
AA, Business Administration
Archbishop Curley High School 1981 — 1985
Shaquille R. Brooks's Legg Mason Experience August 2015 - Present
Job Intern, Global Information & Business Solutions at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason August 2015 - Present
Legg Mason October 2014 - Present
Urban Alliance September 2014 - July 2015
System Source June 2014 - August 2014
Digital Harbor Foundation(Tech Center) August 2012 - August 2014
City of Baltimore January 2011 - November 2013
Baltimore City Public Schools- ASCBC November 2011 - August 2013
Skills
SharePoint, Microsoft Office, Presentations, Leadership, Nonprofits, Community Outreach, Fundraising, Social Networking, Public Relations, Web Development, Youth Work, Database Servers, Video Editing, Student Leadership..., Political Campaigns, PL/SQL, Nation Builder, WordPress
Education
The Community College of Baltimore County 2015 — 2017
Associate of Applied Science (A.S.), Information Technology
Digital Harbor High School 2011 — 2015
High School Diploma, Emphasis on Programming & Software Development
Legg Mason August 2015 - Present
Legg Mason October 2014 - Present
Urban Alliance September 2014 - July 2015
System Source June 2014 - August 2014
Digital Harbor Foundation(Tech Center) August 2012 - August 2014
City of Baltimore January 2011 - November 2013
Baltimore City Public Schools- ASCBC November 2011 - August 2013
Skills
SharePoint, Microsoft Office, Presentations, Leadership, Nonprofits, Community Outreach, Fundraising, Social Networking, Public Relations, Web Development, Youth Work, Database Servers, Video Editing, Student Leadership..., Political Campaigns, PL/SQL, Nation Builder, WordPress
Education
The Community College of Baltimore County 2015 — 2017
Associate of Applied Science (A.S.), Information Technology
Digital Harbor High School 2011 — 2015
High School Diploma, Emphasis on Programming & Software Development
Neil Charran Neil Charran's Legg Mason Experience June 2007 - Present
Job Vice President, Sr. Portfolio Analyst at ClearBridge Investments
Industry Financial Services
Experience
Bpeace 2009 - Present
Legg Mason June 2007 - Present
ClearBridge Investments June 2007 - Present
AG Asset Management December 2003 - June 2007
ForstmannLeff 2003 - 2007
American Skandia 2000 - 2004
Prudential Assurance January 2000 - December 2003
Skills
Investment Advisory, Equity Research, Report Writing, Options, Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Equities, FINRA, Finance, Hedge Funds, Investments, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance
University of New Haven 1996 — 1998
MA, Industrial-Organizational Psychology
Wesleyan University 1992 — 1996
BA, Psychology
Bpeace 2009 - Present
Legg Mason June 2007 - Present
ClearBridge Investments June 2007 - Present
AG Asset Management December 2003 - June 2007
ForstmannLeff 2003 - 2007
American Skandia 2000 - 2004
Prudential Assurance January 2000 - December 2003
Skills
Investment Advisory, Equity Research, Report Writing, Options, Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Equities, FINRA, Finance, Hedge Funds, Investments, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance
University of New Haven 1996 — 1998
MA, Industrial-Organizational Psychology
Wesleyan University 1992 — 1996
BA, Psychology
Kathie Wuwer Whitmoyer Kathie Wuwer Whitmoyer's Legg Mason Experience March 2008 - July 2011
Job Strategic Program Leader / Module Leader at Nielsen
Industry Information Technology and Services
Experience
Nielsen September 2014 - Present
Nielsen August 2011 - September 2014
Legg Mason March 2008 - July 2011
Sandy Spring Bank March 2008 - June 2009
Sandy Spring Bank September 1996 - March 2008
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, SharePoint, Vendor Management, Process Improvement, Requirements Gathering, Project Management, Leadership, Access, Business Requirements, Business Process..., Change Management, Software Project..., Integration, MS Project, Testing, SQL, PMP, Program Management, Software Documentation, Business Process, Quality Assurance, Business Intelligence, Agile Methodologies, Analysis, Troubleshooting, Disaster Recovery, Microsoft Project
Education
The Johns Hopkins University - Carey Business School 2005 — 2007
Master of Science, Information and Telecommunication Systems
University of Phoenix 2003 — 2005
Bachelor's degree, Business Management
Nielsen September 2014 - Present
Nielsen August 2011 - September 2014
Legg Mason March 2008 - July 2011
Sandy Spring Bank March 2008 - June 2009
Sandy Spring Bank September 1996 - March 2008
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, SharePoint, Vendor Management, Process Improvement, Requirements Gathering, Project Management, Leadership, Access, Business Requirements, Business Process..., Change Management, Software Project..., Integration, MS Project, Testing, SQL, PMP, Program Management, Software Documentation, Business Process, Quality Assurance, Business Intelligence, Agile Methodologies, Analysis, Troubleshooting, Disaster Recovery, Microsoft Project
Education
The Johns Hopkins University - Carey Business School 2005 — 2007
Master of Science, Information and Telecommunication Systems
University of Phoenix 2003 — 2005
Bachelor's degree, Business Management
Jaclyn Chartier Jaclyn Chartier's Legg Mason Experience December 2014 - Present
Job Executive Assistant, Legg Mason Global Asset Management
Industry Investment Management
Experience
Legg Mason December 2014 - Present
Maryland Athletic Club (MAC) November 2012 - Present
T. Rowe Price February 2014 - December 2014
Bambeco November 2012 - February 2014
Benner's Farm, LLC September 2010 - November 2012
The Mindful Turtle September 2010 - November 2012
Weinstein Gallery September 2008 - February 2010
Sugar Bowl Academy September 2007 - May 2008
Skills
Business Administration, Receptionist Duties, Sales, Customer Service, Customer Acquisition, Client Liaison, Public Relations, Contemporary Art, Art Education, Yoga Instruction, Hatha Yoga, Ashtanga, Yoga, Microsoft Excel, Database Administration, Executive Support, Executive Management, Manage Client..., Sales Management, Internal Communications, Organizational..., Written & Oral..., Outstanding verbal, Management, Leadership, Teaching, Art History, Art, CRM, Public Speaking, Fundraising
Education
The Johns Hopkins University 2006 — 2007
Master of Arts (M.A.), English/Language Arts Teacher Education
University of Maryland College Park 2002 — 2006
Bachelor of Arts (B.A.), English and Studio Art
Legg Mason December 2014 - Present
Maryland Athletic Club (MAC) November 2012 - Present
T. Rowe Price February 2014 - December 2014
Bambeco November 2012 - February 2014
Benner's Farm, LLC September 2010 - November 2012
The Mindful Turtle September 2010 - November 2012
Weinstein Gallery September 2008 - February 2010
Sugar Bowl Academy September 2007 - May 2008
Skills
Business Administration, Receptionist Duties, Sales, Customer Service, Customer Acquisition, Client Liaison, Public Relations, Contemporary Art, Art Education, Yoga Instruction, Hatha Yoga, Ashtanga, Yoga, Microsoft Excel, Database Administration, Executive Support, Executive Management, Manage Client..., Sales Management, Internal Communications, Organizational..., Written & Oral..., Outstanding verbal, Management, Leadership, Teaching, Art History, Art, CRM, Public Speaking, Fundraising
Education
The Johns Hopkins University 2006 — 2007
Master of Arts (M.A.), English/Language Arts Teacher Education
University of Maryland College Park 2002 — 2006
Bachelor of Arts (B.A.), English and Studio Art
Jeremy Scheinker Jeremy Scheinker's Legg Mason Experience 2001 - 2004
Job SEOC Manager at Maryland Emergency Management Agency (MEMA)
Industry Government Administration
Experience
Maryland Emergency Management Agency (MEMA) June 2015 - Present
Maryland Emergency Management Agency March 2006 - June 2015
Maryland Coordination and Analysis Center September 2008 - December 2012
Maryland Emergency Management Agency April 2006 - March 2007
Legg Mason 2001 - 2004
Skills
Homeland Security, Intelligence Community, Critical Infrastructure..., Emergency Management, Firefighting, Emergency Services, Business Continuity, Public & Private Sectors, Exceptional..., Resilience, Program Management, Government, NIMS, Risk Assessment, Security, EMT, Physical Security, Defense, Criminal Investigations, Enforcement, Preparedness, Intelligence Analysis, Public Safety, Crisis Management, Intelligence, Counterterrorism, Federal Government, Disaster Response, Security Clearance, Training, Contingency Planning, Business Continuity..., Criminal Justice, First Responder, Police, EMS, Disaster Recovery, Exercises, National Security, Public Administration, Vulnerability Assessment, Private Investigations, Incident Command, Policy, Surveillance, Investigation, Hazardous Materials, CBRN, Policy Analysis, Law Enforcement
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
Bachelor of Science, Marketing Management
St. Paul's 1982 — 1994
Maryland Emergency Management Agency (MEMA) June 2015 - Present
Maryland Emergency Management Agency March 2006 - June 2015
Maryland Coordination and Analysis Center September 2008 - December 2012
Maryland Emergency Management Agency April 2006 - March 2007
Legg Mason 2001 - 2004
Skills
Homeland Security, Intelligence Community, Critical Infrastructure..., Emergency Management, Firefighting, Emergency Services, Business Continuity, Public & Private Sectors, Exceptional..., Resilience, Program Management, Government, NIMS, Risk Assessment, Security, EMT, Physical Security, Defense, Criminal Investigations, Enforcement, Preparedness, Intelligence Analysis, Public Safety, Crisis Management, Intelligence, Counterterrorism, Federal Government, Disaster Response, Security Clearance, Training, Contingency Planning, Business Continuity..., Criminal Justice, First Responder, Police, EMS, Disaster Recovery, Exercises, National Security, Public Administration, Vulnerability Assessment, Private Investigations, Incident Command, Policy, Surveillance, Investigation, Hazardous Materials, CBRN, Policy Analysis, Law Enforcement
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
Bachelor of Science, Marketing Management
St. Paul's 1982 — 1994
Derek Schwartz Derek Schwartz's Legg Mason Experience January 2007 - April 2008
Job National Sales Manager at ICON Investments
Industry Financial Services
Experience
ICON Investments October 2013 - Present
ICON Securities Corp. April 2008 - October 2013
Legg Mason January 2007 - April 2008
Legg Mason January 2004 - January 2007
Skills
Separately Managed..., Series 63, Series 7, Series 6, Mutual Funds, Series 65, Uniform Combined State..., Series 24, 529 Plans, 401k, FINRA, Retirement Planning, ETFs, Fixed Annuities, Asset Allocation
Education
Syracuse University 1991 — 1994
Communications
ICON Investments October 2013 - Present
ICON Securities Corp. April 2008 - October 2013
Legg Mason January 2007 - April 2008
Legg Mason January 2004 - January 2007
Skills
Separately Managed..., Series 63, Series 7, Series 6, Mutual Funds, Series 65, Uniform Combined State..., Series 24, 529 Plans, 401k, FINRA, Retirement Planning, ETFs, Fixed Annuities, Asset Allocation
Education
Syracuse University 1991 — 1994
Communications
Don Reilly Don Reilly's Legg Mason Experience April 2014 - Present
Job Storage, Linux, DevOps Engineer
Industry Financial Services
Experience
Legg Mason April 2014 - Present
Legg Mason October 2012 - April 2014
Legg Mason July 2011 - October 2012
Legg Mason April 2008 - July 2011
Educate, Inc 2005 - 2008
eSylvan, Inc 2003 - 2005
Skills
Storage Area Networks, System Administration, NetApp, Network Administration, Disaster Recovery, Enterprise Storage, Linux, Cisco IOS, Data Center Management, Computer Network..., NAS, SDLC, Amazon Web Services..., Cyber-security, Network Monitoring Tools, Information Security, Data Backup Solutions, Desktop Administration, Mobile Devices, SQL, Data Center, Windows, Visio, Salt, Chef, Configuration Management, Splunk, SAN, Python, Ruby, Red Hat Linux
Education
The Community College of Baltimore County 2003 — 2004
Computer Systems Networking and Telecommunications
University of Maryland University College
Management Information Systems, General
Legg Mason April 2014 - Present
Legg Mason October 2012 - April 2014
Legg Mason July 2011 - October 2012
Legg Mason April 2008 - July 2011
Educate, Inc 2005 - 2008
eSylvan, Inc 2003 - 2005
Skills
Storage Area Networks, System Administration, NetApp, Network Administration, Disaster Recovery, Enterprise Storage, Linux, Cisco IOS, Data Center Management, Computer Network..., NAS, SDLC, Amazon Web Services..., Cyber-security, Network Monitoring Tools, Information Security, Data Backup Solutions, Desktop Administration, Mobile Devices, SQL, Data Center, Windows, Visio, Salt, Chef, Configuration Management, Splunk, SAN, Python, Ruby, Red Hat Linux
Education
The Community College of Baltimore County 2003 — 2004
Computer Systems Networking and Telecommunications
University of Maryland University College
Management Information Systems, General
Tom Galloway Tom Galloway's Legg Mason Experience August 2014 - Present
Job Legg Mason Vice President National Accounts Manager
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Stifel Nicolaus February 2006 - July 2014
Wachovia Securities Financial Network January 1999 - February 2006
Alex Brown & Sons June 1995 - January 1999
Skills
Mutual Funds, Institutional Sales, Relationship Management, Financial Services, New Business Development, Volunteer Recruiting, Hedge Funds, Team Leadership, Enthusiasm to learn, Strategic Vision, Leadership, Banking, Management, CRM, Equity Research, Investment Banking, Executive Management, Portfolio Management, Strategic Planning, Equities, Football, Investments, Work Very Well with..., Intercollegiate..., Board of Directors, Volleyball, Job Placements, College Recruiting, Cottages, Sales, Lunch
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
Master of Science, Financial Management
University of Notre Dame 1983 — 1987
Bachelors of Business Administration, Accounting
Legg Mason August 2014 - Present
Stifel Nicolaus February 2006 - July 2014
Wachovia Securities Financial Network January 1999 - February 2006
Alex Brown & Sons June 1995 - January 1999
Skills
Mutual Funds, Institutional Sales, Relationship Management, Financial Services, New Business Development, Volunteer Recruiting, Hedge Funds, Team Leadership, Enthusiasm to learn, Strategic Vision, Leadership, Banking, Management, CRM, Equity Research, Investment Banking, Executive Management, Portfolio Management, Strategic Planning, Equities, Football, Investments, Work Very Well with..., Intercollegiate..., Board of Directors, Volleyball, Job Placements, College Recruiting, Cottages, Sales, Lunch
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
Master of Science, Financial Management
University of Notre Dame 1983 — 1987
Bachelors of Business Administration, Accounting
Megan LaRocque, M.S. Megan LaRocque, M.S.'s Legg Mason Experience June 2014 - Present
Job Head of Talent Management and Learning
Industry Human Resources
Experience
Legg Mason June 2014 - Present
LaRocque Consulting Group, LLC July 2013 - Present
Legg Mason September 2013 - June 2014
T. Rowe Price January 2012 - June 2013
Towson Univeristy September 2010 - May 2012
Legg Mason & Co, LLC July 2005 - December 2011
Levin Group2004 to 2005 2004 - 2005
Levin Group 2003 - 2005
Deutsche Asset Management Client Services January 1999 - January 2002
T. Rowe Price January 1995 - January 1999
Skills
Talent Management, Leadership Development, Succession Planning, Workshop Facilitation, Instructional Design, Strategic Planning, Process Improvement, Situational Leadership, Executive Coaching, Organizational..., Organizational..., Performance Management, Organizational Design, MBTI, Change Management, Management Consulting, Team Building, Management Development, Training Delivery, Emotional Intelligence, Human Resources
Education
The Johns Hopkins University - Carey Business School 2001 — 2004
MS, Organization Development and Human Resources
University of Delaware 1991 — 1995
BA, Psychology
Legg Mason June 2014 - Present
LaRocque Consulting Group, LLC July 2013 - Present
Legg Mason September 2013 - June 2014
T. Rowe Price January 2012 - June 2013
Towson Univeristy September 2010 - May 2012
Legg Mason & Co, LLC July 2005 - December 2011
Levin Group2004 to 2005 2004 - 2005
Levin Group 2003 - 2005
Deutsche Asset Management Client Services January 1999 - January 2002
T. Rowe Price January 1995 - January 1999
Skills
Talent Management, Leadership Development, Succession Planning, Workshop Facilitation, Instructional Design, Strategic Planning, Process Improvement, Situational Leadership, Executive Coaching, Organizational..., Organizational..., Performance Management, Organizational Design, MBTI, Change Management, Management Consulting, Team Building, Management Development, Training Delivery, Emotional Intelligence, Human Resources
Education
The Johns Hopkins University - Carey Business School 2001 — 2004
MS, Organization Development and Human Resources
University of Delaware 1991 — 1995
BA, Psychology
Holly Patel's Legg Mason Experience September 2010 - May 2011
Job Finance at Fearless Solutions, LLC
Industry Accounting
Experience
Fearless Solutions, LLC September 2011 - Present
Fearless Solutions, LLC January 2011 - September 2011
Legg Mason September 2010 - May 2011
Women for Women International June 2010 - September 2010
Liberty Tax Service January 2010 - May 2010
Baywood Hotels May 2007 - September 2007
Skills
PeopleSoft, Quickbooks, Microsoft Office, PowerPoint, Accounting, Recruiting, QuickBooks, Employee Relations, Payroll, Account Management, Event Planning, Customer Service, Nonprofits, Program Management, Tax, Leadership, Analysis, Budgets, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2015 — 2017
Master of Business Administration (MBA)
University of Maryland Baltimore County 2007 — 2010
BS, Financial Economics and Accounting
Fearless Solutions, LLC September 2011 - Present
Fearless Solutions, LLC January 2011 - September 2011
Legg Mason September 2010 - May 2011
Women for Women International June 2010 - September 2010
Liberty Tax Service January 2010 - May 2010
Baywood Hotels May 2007 - September 2007
Skills
PeopleSoft, Quickbooks, Microsoft Office, PowerPoint, Accounting, Recruiting, QuickBooks, Employee Relations, Payroll, Account Management, Event Planning, Customer Service, Nonprofits, Program Management, Tax, Leadership, Analysis, Budgets, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2015 — 2017
Master of Business Administration (MBA)
University of Maryland Baltimore County 2007 — 2010
BS, Financial Economics and Accounting
Christine M. Buckley, CFP®, CPWA®, ChFC® Christine M. Buckley, CFP®, CPWA®, ChFC®'s Legg Mason Experience 2004 - 2005
Job Financial Advisor at Huber, Weakland and Associates, Inc.
Industry Financial Services
Experience
Huber, Weakland and Associates, Inc. September 2012 - Present
WMS Partners June 2011 - June 2012
Morgan Stanley Smith Barney September 2007 - June 2011
Citi Smith Barney December 2005 - September 2007
Legg Mason 2004 - 2005
netDecide 2000 - 2004
Legg Mason July 1994 - July 2000
Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MBA, Business Administration
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Marketing and Finance
Huber, Weakland and Associates, Inc. September 2012 - Present
WMS Partners June 2011 - June 2012
Morgan Stanley Smith Barney September 2007 - June 2011
Citi Smith Barney December 2005 - September 2007
Legg Mason 2004 - 2005
netDecide 2000 - 2004
Legg Mason July 1994 - July 2000
Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MBA, Business Administration
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Marketing and Finance
Matthew O'Neill Matthew O'Neill's Legg Mason Experience September 2005 - December 2005
Job Vice President at CLSA
Industry Financial Services
Experience
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Terry Stouffer Terry Stouffer's Legg Mason Experience February 1998 - September 2005
Job Certified Financial Planner at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Janney Montgomery Scott November 2008 - Present
Morgan Stanley Smith Barney September 2005 - November 2008
Legg Mason February 1998 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Risk Management, Managed Portfolios, Estate Planning, Wealth Accumulation, Wealth Preservation..., Private Wealth..., Long-term Care, Strategic Financial..., Wealth Management, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Management, Certified Financial..., Wealth
Education
Thompson Institute 1967 — 1969
Diploma, Accounting
Bertaut Tchuise Bertaut Tchuise's Legg Mason Experience December 2009 - August 2010
Job Virtualization Solutions Architect (Pre/PostSales) at FCN
Industry Information Technology and Services
Experience
FCN June 2012 - Present
NetApp August 2010 - May 2012
Legg Mason December 2009 - August 2010
Legg Mason June 2007 - December 2009
Fifth District Fire Department December 2005 - May 2007
Skills
NetApp, VMware, Cisco, IBM Storage, Unix Administration, Windows Network..., SAN, Virtualization, Servers, Storage Area Networks, NAS, Storage, TSM, vSphere, Solaris, Active Directory, Disaster Recovery, DNS, Unix, System Administration, Windows Server, Perl, DHCP, Windows, Windows Server 2003, Windows 7, Cisco IOS, AIX, TCP/IP, iSCSI, VMware ESX, VMware Infrastructure, Citrix, 2008 R2, Networking, Business Continuity, Cloud Computing, VDI, Infrastructure, Hardware, Storage Solutions, Enterprise Software, Technical Support, Microsoft Exchange, Enterprise Storage, Netbackup, Network Security, Citrix Metaframe, Cisco Technologies, Operating Systems
Education
Towson University 2005 — 2007
Bachelor of Science, Computer Information Systems with Business Administration
University of Maryland Baltimore County 2003 — 2005
Computer Engineering
FCN June 2012 - Present
NetApp August 2010 - May 2012
Legg Mason December 2009 - August 2010
Legg Mason June 2007 - December 2009
Fifth District Fire Department December 2005 - May 2007
Skills
NetApp, VMware, Cisco, IBM Storage, Unix Administration, Windows Network..., SAN, Virtualization, Servers, Storage Area Networks, NAS, Storage, TSM, vSphere, Solaris, Active Directory, Disaster Recovery, DNS, Unix, System Administration, Windows Server, Perl, DHCP, Windows, Windows Server 2003, Windows 7, Cisco IOS, AIX, TCP/IP, iSCSI, VMware ESX, VMware Infrastructure, Citrix, 2008 R2, Networking, Business Continuity, Cloud Computing, VDI, Infrastructure, Hardware, Storage Solutions, Enterprise Software, Technical Support, Microsoft Exchange, Enterprise Storage, Netbackup, Network Security, Citrix Metaframe, Cisco Technologies, Operating Systems
Education
Towson University 2005 — 2007
Bachelor of Science, Computer Information Systems with Business Administration
University of Maryland Baltimore County 2003 — 2005
Computer Engineering
Bill Rivel Bill Rivel's Legg Mason Experience 2003 - 2008
Job Branch Operations Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Jeffrey Kessler Jeffrey Kessler's Legg Mason Experience May 2002 - May 2005
Job Technical Recruiter at Friedman Williams
Industry Information Technology and Services
Experience
Online Computers and Communications LLC 2013 - 2015
TheStreet 2008 - 2013
SchoolNet June 2006 - November 2007
SchoolNet May 2005 - June 2006
Legg Mason May 2002 - May 2005
Skills
Quality Assurance, Leadership, Project Management, Risk Management, CRM, Business Analysis, Networking, SaaS, Management, IT Strategy, Change Management, Vendor Management, Business Continuity, SDLC, IT Management, Strategic Planning, Business Intelligence, Integration, Disaster Recovery, Program Management, Cloud Computing
Education
Syracuse University 1998 — 2002
Bachelor of Science, Information Management & Technology
Online Computers and Communications LLC 2013 - 2015
TheStreet 2008 - 2013
SchoolNet June 2006 - November 2007
SchoolNet May 2005 - June 2006
Legg Mason May 2002 - May 2005
Skills
Quality Assurance, Leadership, Project Management, Risk Management, CRM, Business Analysis, Networking, SaaS, Management, IT Strategy, Change Management, Vendor Management, Business Continuity, SDLC, IT Management, Strategic Planning, Business Intelligence, Integration, Disaster Recovery, Program Management, Cloud Computing
Education
Syracuse University 1998 — 2002
Bachelor of Science, Information Management & Technology
Ryan Assadi's Legg Mason Experience June 2006 - August 2006
Job Senior Research Program Coordinator at Johns Hopkins School of Medicine
Industry Hospital & Health Care
Experience
Johns Hopkins School of Medicine April 2013 - June 2015
Johns Hopkins School of Medicine June 2012 - March 2013
Camden View, Inc. Management Group May 2010 - September 2011
Converge Systems May 2009 - December 2009
Legg Mason June 2006 - August 2006
Skills
Leadership, Management, Strategic Planning, Organizational..., Operational Efficiency, Public Speaking, Writing, Special Events..., Regulatory Affairs, Bioscience, Higher Education
Education
The Johns Hopkins University 2013 — 2015
Master of Science (M.Sc.), Biotechnology
Towson University
Bachelor of Science (B.S.), Biological Sciences (Pre-Professional)
Johns Hopkins School of Medicine April 2013 - June 2015
Johns Hopkins School of Medicine June 2012 - March 2013
Camden View, Inc. Management Group May 2010 - September 2011
Converge Systems May 2009 - December 2009
Legg Mason June 2006 - August 2006
Skills
Leadership, Management, Strategic Planning, Organizational..., Operational Efficiency, Public Speaking, Writing, Special Events..., Regulatory Affairs, Bioscience, Higher Education
Education
The Johns Hopkins University 2013 — 2015
Master of Science (M.Sc.), Biotechnology
Towson University
Bachelor of Science (B.S.), Biological Sciences (Pre-Professional)
Spencer Ogden, CFA, CAIA's Legg Mason Experience December 2005 - February 2007
Job Quantitative Strategies Portfolio Manager
Industry Investment Management
Experience
Franklin Templeton Investments March 2007 - Present
Legg Mason December 2005 - February 2007
Citigroup Asset Management February 2005 - December 2005
Skills
VBA, SQL, Python, C++, Data Visualization, Financial Modeling, Portfolio Optimization, CFA, Excel, Statistics, MATLAB, Market Analysis, Perl, Microsoft Excel, Matlab, Chartered Financial..., Trading, Hedge Funds, Equity Derivatives, Fund Of Funds, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Breathing, Investment Banking
Education
University of Texas at Austin 1999 — 2003
Bachelor of Science, Computer Science
Fairfield Prep 1995 — 1999
Franklin Templeton Investments March 2007 - Present
Legg Mason December 2005 - February 2007
Citigroup Asset Management February 2005 - December 2005
Skills
VBA, SQL, Python, C++, Data Visualization, Financial Modeling, Portfolio Optimization, CFA, Excel, Statistics, MATLAB, Market Analysis, Perl, Microsoft Excel, Matlab, Chartered Financial..., Trading, Hedge Funds, Equity Derivatives, Fund Of Funds, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Breathing, Investment Banking
Education
University of Texas at Austin 1999 — 2003
Bachelor of Science, Computer Science
Fairfield Prep 1995 — 1999
Karen (Carpino) Sentementes's Legg Mason Experience June 2013 - Present
Job VP, Business Partner at Legg Mason
Industry Human Resources
Experience
Legg Mason June 2013 - Present
Legg Mason October 2010 - May 2013
Legg Mason May 2008 - October 2010
Skills
Talent Management, Benefits Administration, Talent Acquisition, Internal Communications, Human Relations
Education
The Johns Hopkins University - Carey Business School
MBA
Loyola University Maryland
BA, English
Legg Mason June 2013 - Present
Legg Mason October 2010 - May 2013
Legg Mason May 2008 - October 2010
Skills
Talent Management, Benefits Administration, Talent Acquisition, Internal Communications, Human Relations
Education
The Johns Hopkins University - Carey Business School
MBA
Loyola University Maryland
BA, English
Doug League's Legg Mason Experience January 2008 - April 2011
Job UX Team Lead at 5AM Solutions
Industry Information Technology and Services
Experience
5AM Solutions May 2014 - Present
Applied Information Sciences May 2012 - May 2014
Mind Over Machines May 2011 - May 2012
Legg Mason January 2008 - April 2011
DoublePositive July 2006 - September 2007
Systems Alliance, Inc. July 2005 - July 2006
NASA GSFC October 2003 - July 2005
e.magination March 2000 - October 2003
Swales Aerospace September 1998 - March 2000
American Society of Interior Designers May 1997 - September 1998
Skills
User Interface Design, Information Architecture, HTML, User Experience, Interaction Design, CSS, User Experience Design, Graphics, jQuery, Web Design, Web Development, HTML 5
Education
University of Maryland Baltimore County 2010 — 2014
Master of Science (M.S.), Human Centered Computing
The Maryland Institute College of Art 1997 — 2002
Certificate Program, Digital Arts
University of Maryland College Park 1989 — 1994
Bachelor of Science (B.S.), Biological Sciences: Neurology & Physiology
5AM Solutions May 2014 - Present
Applied Information Sciences May 2012 - May 2014
Mind Over Machines May 2011 - May 2012
Legg Mason January 2008 - April 2011
DoublePositive July 2006 - September 2007
Systems Alliance, Inc. July 2005 - July 2006
NASA GSFC October 2003 - July 2005
e.magination March 2000 - October 2003
Swales Aerospace September 1998 - March 2000
American Society of Interior Designers May 1997 - September 1998
Skills
User Interface Design, Information Architecture, HTML, User Experience, Interaction Design, CSS, User Experience Design, Graphics, jQuery, Web Design, Web Development, HTML 5
Education
University of Maryland Baltimore County 2010 — 2014
Master of Science (M.S.), Human Centered Computing
The Maryland Institute College of Art 1997 — 2002
Certificate Program, Digital Arts
University of Maryland College Park 1989 — 1994
Bachelor of Science (B.S.), Biological Sciences: Neurology & Physiology
Michelle Wu's Legg Mason Experience 2000 - 2001
Job Product Marketing & Strategy Guru focusing on B2B growth
Industry Financial Services
Experience
Intralinks 2011 - Present
HSBC Securities 2007 - 2009
HSBC Bank plc 2005 - 2007
Weber Shandwick 2005 - 2005
Saatchi & Saatchi 2004 - 2004
HSBC Securities 2004 - 2004
Orthotic and Prosthetic Assistance Fund 2003 - 2003
Legg Mason 2000 - 2001
Skills
Capital Markets, Product Marketing, Digital Marketing, Strategy, Investment Banking, Financial Modeling, Brand Management, Project Management, Business Development, Strategic Communications, New Media, Fixed Income, Product Management, Strategic Planning, Leadership, Equities, Marketing Strategy, Lead Generation, SaaS
Education
London School of Economics and Political Science
Master of Science
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science
Walt Whitman High School
Intralinks 2011 - Present
HSBC Securities 2007 - 2009
HSBC Bank plc 2005 - 2007
Weber Shandwick 2005 - 2005
Saatchi & Saatchi 2004 - 2004
HSBC Securities 2004 - 2004
Orthotic and Prosthetic Assistance Fund 2003 - 2003
Legg Mason 2000 - 2001
Skills
Capital Markets, Product Marketing, Digital Marketing, Strategy, Investment Banking, Financial Modeling, Brand Management, Project Management, Business Development, Strategic Communications, New Media, Fixed Income, Product Management, Strategic Planning, Leadership, Equities, Marketing Strategy, Lead Generation, SaaS
Education
London School of Economics and Political Science
Master of Science
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science
Walt Whitman High School
Michael Celeste's Legg Mason Experience April 2004 - December 2005
Job Owner at A Better Image Printing and Ad Spice Promotional Marketing
Industry Printing
Experience
Ad Spice Promotional Marketing August 2012 - Present
A Better Image Printing October 2010 - Present
Councilor, Buchanan & Mitchell, PC January 2006 - June 2008
Legg Mason April 2004 - December 2005
Kendle International 2003 - 2004
Kendle International 2001 - 2003
AAC Consulting Group, Inc. 1997 - 2001
Skills
Advertising, Digital Printing, Leadership, Public Speaking, Online Advertising, Direct Mail, Strategic Planning, Offset Printing, Corporate Gifts, Marketing, Customer Service, Marketing Strategy, Small Business, Microsoft Office, Account Management, InDesign, Start-ups, Screen Printing, Budgets, New Business Development
Education
The George Washington University - School of Business 1994 — 1999
MBA
University of Maryland College Park 1982 — 1986
BA, Eonomics
Ad Spice Promotional Marketing August 2012 - Present
A Better Image Printing October 2010 - Present
Councilor, Buchanan & Mitchell, PC January 2006 - June 2008
Legg Mason April 2004 - December 2005
Kendle International 2003 - 2004
Kendle International 2001 - 2003
AAC Consulting Group, Inc. 1997 - 2001
Skills
Advertising, Digital Printing, Leadership, Public Speaking, Online Advertising, Direct Mail, Strategic Planning, Offset Printing, Corporate Gifts, Marketing, Customer Service, Marketing Strategy, Small Business, Microsoft Office, Account Management, InDesign, Start-ups, Screen Printing, Budgets, New Business Development
Education
The George Washington University - School of Business 1994 — 1999
MBA
University of Maryland College Park 1982 — 1986
BA, Eonomics
Jude Chua's Legg Mason Experience 2007 - 2007
Job Research Associate (Summer) at NERA Economic Consulting and Student at The Johns Hopkins University
Industry Financial Services
Experience
NERA Economic Consulting InternPatriot Capital2007 - 2007
Legg Mason 2007 - 2007
Smith Barney, Citigroup 2006 - 2006
Neptune Orient Lines 2006 - 2006
GlobalTech Research 2006 - 2006
Education
The Johns Hopkins University 2005 — 2009
NERA Economic Consulting InternPatriot Capital2007 - 2007
Legg Mason 2007 - 2007
Smith Barney, Citigroup 2006 - 2006
Neptune Orient Lines 2006 - 2006
GlobalTech Research 2006 - 2006
Education
The Johns Hopkins University 2005 — 2009
Brian Rudy Rudick's Legg Mason Experience August 1998 - August 2002
Job Founder Zombie Sports, LLC; Regulations Writer/Attorney Social Security Administration
Industry Writing and Editing
Experience
Zombie Sports, LLC May 2012 - Present
Rudick Law, LLC December 2008 - Present
Social Security Administration October 2008 - Present
Social Security Administration October 2008 - April 2010
Social Security Administration April 2003 - October 2008
Legg Mason August 1998 - August 2002
Alex. Brown & Sons 1994 - 1998
AT&T 1992 - 1994
Skills
Legal Research, Legal Writing, Legal Compliance, Legal Advice, Strategic Planning, Federal Regulations, New Business Development, Business Strategy, Business Analysis, Small Business, Business Intelligence, Regulations, Public Policy, Legislative Relations, Mediation, Nonprofits, Litigation, Policy, Administrative Law, Mergers & Acquisitions, Policy Analysis, Legal Issues, Government, Legislation, Politics, Corporate Governance, Public Speaking, Research, Strategy, Strategic Communications, Entrepreneurship, Management Consulting, Start-ups, Business Development, Entertainment, Film, Television, Management, Social Media Marketing, Public Relations, Social Media
Education
University of Baltimore School of Law 2004 — 2008
JD, Law
The Johns Hopkins University 1999 — 2002
MBA, Corporate Finance
University of Delaware 1987 — 1992
Bachelor of Arts, Economics
The Boys' Latin School of Maryland 1983 — 1987
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Zombie Sports, LLC May 2012 - Present
Rudick Law, LLC December 2008 - Present
Social Security Administration October 2008 - Present
Social Security Administration October 2008 - April 2010
Social Security Administration April 2003 - October 2008
Legg Mason August 1998 - August 2002
Alex. Brown & Sons 1994 - 1998
AT&T 1992 - 1994
Skills
Legal Research, Legal Writing, Legal Compliance, Legal Advice, Strategic Planning, Federal Regulations, New Business Development, Business Strategy, Business Analysis, Small Business, Business Intelligence, Regulations, Public Policy, Legislative Relations, Mediation, Nonprofits, Litigation, Policy, Administrative Law, Mergers & Acquisitions, Policy Analysis, Legal Issues, Government, Legislation, Politics, Corporate Governance, Public Speaking, Research, Strategy, Strategic Communications, Entrepreneurship, Management Consulting, Start-ups, Business Development, Entertainment, Film, Television, Management, Social Media Marketing, Public Relations, Social Media
Education
University of Baltimore School of Law 2004 — 2008
JD, Law
The Johns Hopkins University 1999 — 2002
MBA, Corporate Finance
University of Delaware 1987 — 1992
Bachelor of Arts, Economics
The Boys' Latin School of Maryland 1983 — 1987
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jessica Balint's Legg Mason Experience May 1995 - January 1999
Job Executive Specialty Sales Professional
Industry Pharmaceuticals
Experience
GlaxoSmithKline February 2003 - Present
Black and Decker 2000 - 2003
Legg Mason May 1995 - January 1999
Skills
Account Management, Sales, Sales Presentations, Strategic Planning, Market Research, Data Analysis, Healthcare, Hospitals, Pharmaceutical Industry, Building Relationships, Team Leadership, Market Planning, Management, Training, Sales Effectiveness, Pharmaceutical Sales, Marketing, Neurology, Urology
Education
Susquehanna University 1993 — 1997
BA, Political Science
Bel Air High School 1989 — 1993
General Education
GlaxoSmithKline February 2003 - Present
Black and Decker 2000 - 2003
Legg Mason May 1995 - January 1999
Skills
Account Management, Sales, Sales Presentations, Strategic Planning, Market Research, Data Analysis, Healthcare, Hospitals, Pharmaceutical Industry, Building Relationships, Team Leadership, Market Planning, Management, Training, Sales Effectiveness, Pharmaceutical Sales, Marketing, Neurology, Urology
Education
Susquehanna University 1993 — 1997
BA, Political Science
Bel Air High School 1989 — 1993
General Education
Kelly Horney's Legg Mason Experience August 2006 - September 2010
Job Health Insurance Specialist at Centers for Medicare & Medicaid Services
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services May 2012 - Present
Centers for Medicare & Medicaid Services September 2010 - May 2012
Legg Mason August 2006 - September 2010
Gerard E. Evans, Ltd. January 2006 - April 2006
Centers for Medicare and Medicaid Services June 2003 - September 2005
Skills
Policy, Public Policy, Government, Policy Analysis, Non-profits
Education
The Johns Hopkins University - Carey Business School 2009 — 2012
MBA
University of Maryland College Park 2002 — 2006
B.A., Sociology
Notre Dame Preparatory School 1998 — 2002
Centers for Medicare & Medicaid Services May 2012 - Present
Centers for Medicare & Medicaid Services September 2010 - May 2012
Legg Mason August 2006 - September 2010
Gerard E. Evans, Ltd. January 2006 - April 2006
Centers for Medicare and Medicaid Services June 2003 - September 2005
Skills
Policy, Public Policy, Government, Policy Analysis, Non-profits
Education
The Johns Hopkins University - Carey Business School 2009 — 2012
MBA
University of Maryland College Park 2002 — 2006
B.A., Sociology
Notre Dame Preparatory School 1998 — 2002
Doug Stella's Legg Mason Experience November 2011 - Present
Job Director Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2011 - Present
Legg Mason June 2008 - October 2011
Legg Mason December 2005 - May 2008
Citi January 2004 - December 2005
Smith Barney August 2001 - December 2003
Citi August 2000 - August 2001
Ameriprise (formerly American Express Financial Advisors) October 1999 - July 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
The University of Texas at Austin 1996 — 1999
Bachelor of Business Administration, Finance
Texas A&M University 1994 — 1996
Business Administration - Finance
Legg Mason November 2011 - Present
Legg Mason June 2008 - October 2011
Legg Mason December 2005 - May 2008
Citi January 2004 - December 2005
Smith Barney August 2001 - December 2003
Citi August 2000 - August 2001
Ameriprise (formerly American Express Financial Advisors) October 1999 - July 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
The University of Texas at Austin 1996 — 1999
Bachelor of Business Administration, Finance
Texas A&M University 1994 — 1996
Business Administration - Finance
Emily Liadakis's Legg Mason Experience November 2003 - December 2005
Job Performance Analyst
Industry Investment Management
Experience
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Jenny Guild Davis, CFA's Legg Mason Experience June 2003 - February 2004
Job Senior Registered Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James January 2011 - Present
Objective Advisors August 2009 - December 2010
Oppenheimer Funds / OFI Private Investments January 2008 - January 2009
Oppenheimer Funds / OFI Private Investments April 2006 - December 2007
Oppenheimer Funds / OFI Private Investments November 2004 - April 2006
Raymond James Financial February 2004 - September 2004
Legg Mason June 2003 - February 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Finance, Accounting minor
Raymond James January 2011 - Present
Objective Advisors August 2009 - December 2010
Oppenheimer Funds / OFI Private Investments January 2008 - January 2009
Oppenheimer Funds / OFI Private Investments April 2006 - December 2007
Oppenheimer Funds / OFI Private Investments November 2004 - April 2006
Raymond James Financial February 2004 - September 2004
Legg Mason June 2003 - February 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Finance, Accounting minor
Mitch Weisman's Legg Mason Experience August 2000 - Present
Job Accounting Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2000 - Present
Wells Fargo August 1998 - August 2000
Arthur Andersen August 1996 - August 1998
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MBA, Finance
University of Delaware 1992 — 1996
Legg Mason August 2000 - Present
Wells Fargo August 1998 - August 2000
Arthur Andersen August 1996 - August 1998
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MBA, Finance
University of Delaware 1992 — 1996
Dong Lee, CFA's Legg Mason Experience June 2000 - July 2008
Job Head of Institutional Sales at WallachBeth Capital
Industry Investment Management
Experience
WallachBeth Capital December 2011 - Present
The Vanguard Group July 2008 - December 2011
Legg Mason June 2000 - July 2008
Education
The Johns Hopkins University
MBA
Towson University
BS, Finance
WallachBeth Capital December 2011 - Present
The Vanguard Group July 2008 - December 2011
Legg Mason June 2000 - July 2008
Education
The Johns Hopkins University
MBA
Towson University
BS, Finance
Andrew McLoughlin's Legg Mason Experience February 2015 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2015 - Present
T. Rowe Price January 2013 - February 2015
ALTEN Industries, Inc. January 2006 - February 2013
Knox Consulting Group, LLC March 2008 - January 2013
Deutsche Bank Absolute Return Strategies October 2002 - December 2005
Deustche Banc Alex Brown 1997 - 2002
Deutsche Bank Alex Brown 1997 - 2002
The Fontaine Trust 1992 - 1997
Skills
Mutual Funds, Investments, Fund Accounting, Asset Management, Corporate Finance, Securities, Hedge Funds, Portfolio Management, Management Consulting, Strategic Financial..., Capital Markets, Equities, Financial Services, Fixed Income, Valuation, Private Equity, Due Diligence, Wealth Management, Derivatives, Financial Modeling, Risk Management, Asset Managment, Restructuring, Trading, Bloomberg, Financial Risk
Education
The Johns Hopkins University 1987 — 1991
B.A., Econ/Math
The Boys' Latin School of Maryland 1982 — 1987
Legg Mason February 2015 - Present
T. Rowe Price January 2013 - February 2015
ALTEN Industries, Inc. January 2006 - February 2013
Knox Consulting Group, LLC March 2008 - January 2013
Deutsche Bank Absolute Return Strategies October 2002 - December 2005
Deustche Banc Alex Brown 1997 - 2002
Deutsche Bank Alex Brown 1997 - 2002
The Fontaine Trust 1992 - 1997
Skills
Mutual Funds, Investments, Fund Accounting, Asset Management, Corporate Finance, Securities, Hedge Funds, Portfolio Management, Management Consulting, Strategic Financial..., Capital Markets, Equities, Financial Services, Fixed Income, Valuation, Private Equity, Due Diligence, Wealth Management, Derivatives, Financial Modeling, Risk Management, Asset Managment, Restructuring, Trading, Bloomberg, Financial Risk
Education
The Johns Hopkins University 1987 — 1991
B.A., Econ/Math
The Boys' Latin School of Maryland 1982 — 1987
Jane Kapelson's Legg Mason Experience 1992 - 1993
Job VP Regional Wealth Advisory Consultant, Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Brandon Sipes's Legg Mason Experience August 2005 - February 2012
Job Financial Analyst at Northrop Grumman Corporation
Industry Facilities Services
Experience
Northrop Grumman Corporation April 2015 - Present
Northrop Grumman Corporation February 2012 - April 2015
Legg Mason August 2005 - February 2012
Alliance Data August 2002 - August 2005
Skills
Internal Audit, SOX, Auditing, Audit, Internal Controls, Accounting, Customer Service, Asset Management, Excel, PeopleSoft, Credit, Word, Risk Mitigation, Customer Relations, Sarbanes-Oxley Act, Financial Analysis, Leadership, Financial Reporting, Microsoft Excel, Sarbanes-Oxley, Finance, Enterprise Risk..., US GAAP, Risk Management, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 2002
BSBA, Accounting
The Ohio State University Fisher College of Business
BSBA Accounting, Accounting
Northrop Grumman Corporation April 2015 - Present
Northrop Grumman Corporation February 2012 - April 2015
Legg Mason August 2005 - February 2012
Alliance Data August 2002 - August 2005
Skills
Internal Audit, SOX, Auditing, Audit, Internal Controls, Accounting, Customer Service, Asset Management, Excel, PeopleSoft, Credit, Word, Risk Mitigation, Customer Relations, Sarbanes-Oxley Act, Financial Analysis, Leadership, Financial Reporting, Microsoft Excel, Sarbanes-Oxley, Finance, Enterprise Risk..., US GAAP, Risk Management, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 2002
BSBA, Accounting
The Ohio State University Fisher College of Business
BSBA Accounting, Accounting
Jon Mahan's Legg Mason Experience June 1996 - December 2005
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Donegal Insurance Group April 2006 - Present
Stifel Nicolaus June 1996 - Present
Legg Mason June 1996 - December 2005
First of Michigan August 1991 - August 1993
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Equities, M&A experience, Financial Modeling, Capital Raising, Private Placements
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
Doctor of Law (J.D.)
Western Michigan University - Haworth College of Business 1988 — 1991
BBA, Finance
Donegal Insurance Group April 2006 - Present
Stifel Nicolaus June 1996 - Present
Legg Mason June 1996 - December 2005
First of Michigan August 1991 - August 1993
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Equities, M&A experience, Financial Modeling, Capital Raising, Private Placements
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
Doctor of Law (J.D.)
Western Michigan University - Haworth College of Business 1988 — 1991
BBA, Finance
Natasha Reid's Legg Mason Experience September 2003 - November 2005
Job Finance and Accounting Analyst at United States Department of Defense
Industry Financial Services
Experience
United States Department of Defense May 2012 - Present
Department of Veterans Affairs August 2009 - May 2012
T Rowe Price July 2008 - April 2009
Wells Fargo November 2005 - July 2008
Legg Mason September 2003 - November 2005
Northrop Grumman Corporation May 2001 - August 2002
Skills
Bloomberg, Microsoft Office, Securities, Financial Modeling, Fixed Income, Financial Analysis, Asset Managment, Valuation, Portfolio Management, Risk Management, Mutual Funds, Equities, Financial Services, Finance, Management
Education
University of Baltimore 2009 — 2011
MBA, Leadership and Organizational Learning
Temple University - Fox School of Business and Management 1999 — 2003
Bachelors of Business Administration, Legal Studies
United States Department of Defense May 2012 - Present
Department of Veterans Affairs August 2009 - May 2012
T Rowe Price July 2008 - April 2009
Wells Fargo November 2005 - July 2008
Legg Mason September 2003 - November 2005
Northrop Grumman Corporation May 2001 - August 2002
Skills
Bloomberg, Microsoft Office, Securities, Financial Modeling, Fixed Income, Financial Analysis, Asset Managment, Valuation, Portfolio Management, Risk Management, Mutual Funds, Equities, Financial Services, Finance, Management
Education
University of Baltimore 2009 — 2011
MBA, Leadership and Organizational Learning
Temple University - Fox School of Business and Management 1999 — 2003
Bachelors of Business Administration, Legal Studies
Rene Newman's Legg Mason Experience November 1999 - February 2006
Job Registered Marketing Associate at Smith Barney
Industry Financial Services
Experience
Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Legg Mason November 1999 - February 2006
Education
Texas A&M University-Kingsville 1980 — 1982
BS ChE, Chemical Engineering
Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Legg Mason November 1999 - February 2006
Education
Texas A&M University-Kingsville 1980 — 1982
BS ChE, Chemical Engineering
Tina Tanner's Legg Mason Experience 1999 - 2002
Job AR Director at Virtual Financial Services
Industry Accounting
Experience
Virtual Financial Services July 2006 - Present
Independent Insurance Agent 2002 - 2006
Legg Mason 1999 - 2002
Skills
QuickBooks, Great Plains Software
Education
Southwest Texas State University
Virtual Financial Services July 2006 - Present
Independent Insurance Agent 2002 - 2006
Legg Mason 1999 - 2002
Skills
QuickBooks, Great Plains Software
Education
Southwest Texas State University
Stacy Bernstein's Legg Mason Experience 2002 - June 2012
Job Head of Financial Intermediaries, American Century Investments
Industry Financial Services
Experience
American Century Investments June 2012 - Present
Legg Mason 2002 - June 2012
Salomon Brothers Asset Management 2002 - 2005
Liberty Funds 1992 - 2002
Skills
Financial Services, Strategic Partnerships, Alternative Investments, Fixed Income, Separately Managed..., Uniform Combined State..., Series 7, Management, Mutual Funds, Strategic Financial..., Retirement Planning, Relationship Management, Investment Strategies, Wealth Management, Retail, Asset Management, Insurance, Investment Advisory, Investment Management, Capital Markets, Asset Allocation, ETFs, Investments, FINRA, Portfolio Management, Retirement, Fixed Annuities, Equities, Series 63, Series 24, Financial Advisory, Hedge Funds, Series 6, Strategy, Securities, Bloomberg, 401k
Education
Syracuse University
Bachelor of Arts, Political Science, Economics
American Century Investments June 2012 - Present
Legg Mason 2002 - June 2012
Salomon Brothers Asset Management 2002 - 2005
Liberty Funds 1992 - 2002
Skills
Financial Services, Strategic Partnerships, Alternative Investments, Fixed Income, Separately Managed..., Uniform Combined State..., Series 7, Management, Mutual Funds, Strategic Financial..., Retirement Planning, Relationship Management, Investment Strategies, Wealth Management, Retail, Asset Management, Insurance, Investment Advisory, Investment Management, Capital Markets, Asset Allocation, ETFs, Investments, FINRA, Portfolio Management, Retirement, Fixed Annuities, Equities, Series 63, Series 24, Financial Advisory, Hedge Funds, Series 6, Strategy, Securities, Bloomberg, 401k
Education
Syracuse University
Bachelor of Arts, Political Science, Economics
Rajan Dugal's Legg Mason Experience 1999 - 2000
Job Vice President at Wells Fargo Bank, Business Banking Group
Industry Banking
Experience
Wells Fargo Bank February 2009 - Present
Bank of America 2006 - 2009
SunTrust Investment Services 2003 - 2006
Citigroup 2001 - 2003
Legg Mason 1999 - 2000
Paine Webber 1997 - 1999
International Equity Partners 1992 - 1993
Skills
Small Business Lending, Commercial Lending, SBA, Commercial Banking, Asset Based Lending, Commercial Mortgages, Loans, Credit Analysis, Loan Origination, Credit, Treasury Management, Private Banking, Banking, Wealth Management, Underwriting, Retail Banking, Credit Risk, Cross Selling, Cash Management, Relationship Management
Education
The George Washington University 1992 — 1994
MBA, Marketing
The George Washington University 1988 — 1991
BBA, International Business
Harrow School 1983 — 1988
Wells Fargo Bank February 2009 - Present
Bank of America 2006 - 2009
SunTrust Investment Services 2003 - 2006
Citigroup 2001 - 2003
Legg Mason 1999 - 2000
Paine Webber 1997 - 1999
International Equity Partners 1992 - 1993
Skills
Small Business Lending, Commercial Lending, SBA, Commercial Banking, Asset Based Lending, Commercial Mortgages, Loans, Credit Analysis, Loan Origination, Credit, Treasury Management, Private Banking, Banking, Wealth Management, Underwriting, Retail Banking, Credit Risk, Cross Selling, Cash Management, Relationship Management
Education
The George Washington University 1992 — 1994
MBA, Marketing
The George Washington University 1988 — 1991
BBA, International Business
Harrow School 1983 — 1988
Seyed Mohammadi's Legg Mason Experience 1999 - 2001
Job Associate Director Finance/Education
Industry Higher Education
Experience
Johns Hopkins School of Medicine September 2008 - 2010
legg mason 1999 - 2001
Education
The Johns Hopkins University - Carey Business School 2001 — 2004
MBA
Johns Hopkins School of Medicine September 2008 - 2010
legg mason 1999 - 2001
Education
The Johns Hopkins University - Carey Business School 2001 — 2004
MBA
Fred Jensen's Legg Mason Experience April 2006 - Present
Job Managing Director, Compliance at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2006 - Present
PAS 2004 - 2006
Education
Syracuse University College of Law 1985 — 1988
JD, Law
Legg Mason April 2006 - Present
PAS 2004 - 2006
Education
Syracuse University College of Law 1985 — 1988
JD, Law
Jose Miguel Dergal's Legg Mason Experience January 2003 - May 2003
Job Growth Product at Invoice2go
Industry Internet
Experience
Invoice2go November 2014 - Present
PayPal February 2014 - November 2014
PayPal January 2012 - January 2014
PayPal June 2010 - December 2011
The Clorox Company June 2009 - August 2009
Altai Ventures July 2009 - July 2009
Everis February 2004 - July 2008
Legg Mason January 2003 - May 2003
Skills
Strategy, Product Marketing, Business Development, Social Media, Cross-functional Team..., Competitive Analysis, Marketing, Management, Business Strategy, Mobile Devices, Finance, Product Development, Marketing Strategy, Integrated Marketing, Product Management, Digital Marketing, Portfolio Management, Strategic Partnerships, Go to market, Digital, Agile Methodologies, Rally, Analytics, E-commerce, Analysis, Go-to-market Strategy
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Strategy and Marketing
Tecnológico de Monterrey 1999 — 2003
BA, Financial Management
Invoice2go November 2014 - Present
PayPal February 2014 - November 2014
PayPal January 2012 - January 2014
PayPal June 2010 - December 2011
The Clorox Company June 2009 - August 2009
Altai Ventures July 2009 - July 2009
Everis February 2004 - July 2008
Legg Mason January 2003 - May 2003
Skills
Strategy, Product Marketing, Business Development, Social Media, Cross-functional Team..., Competitive Analysis, Marketing, Management, Business Strategy, Mobile Devices, Finance, Product Development, Marketing Strategy, Integrated Marketing, Product Management, Digital Marketing, Portfolio Management, Strategic Partnerships, Go to market, Digital, Agile Methodologies, Rally, Analytics, E-commerce, Analysis, Go-to-market Strategy
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Strategy and Marketing
Tecnológico de Monterrey 1999 — 2003
BA, Financial Management
Kathy Putnam's Legg Mason Experience 1994 - 1996
Job Finance; Fundraising; Strategic Planning
Industry Fund-Raising
Experience
Planned Parenthood of Southeastern Pennsylvania 2003 - Present
Barack Obama's Campaign for Change 2008 - 2008
Fleisher Art Memorial 2006 - 2008
PNI Technologies, Inc. 1996 - 2001
Legg Mason 1994 - 1996
Janney Montgomery Scott 1991 - 1993
Capital Management Enterprises 1989 - 1990
Various Political Campaigns 1987 - 1988
U.S. Senator Arlen Specter 1986 - 1986
Education
The George Washington University 1982 — 1986
BA, English Literature
Planned Parenthood of Southeastern Pennsylvania 2003 - Present
Barack Obama's Campaign for Change 2008 - 2008
Fleisher Art Memorial 2006 - 2008
PNI Technologies, Inc. 1996 - 2001
Legg Mason 1994 - 1996
Janney Montgomery Scott 1991 - 1993
Capital Management Enterprises 1989 - 1990
Various Political Campaigns 1987 - 1988
U.S. Senator Arlen Specter 1986 - 1986
Education
The George Washington University 1982 — 1986
BA, English Literature
Barbara Klik's Legg Mason Experience May 2009 - July 2012
Job Analytics Product Manager
Industry Financial Services
Experience
DST Systems January 2014 - Present
Finix Professional Services July 2012 - Present
Legg Mason May 2009 - July 2012
Legg Mason 2006 - 2009
Legg Mason 2000 - 2006
Citigroup 1986 - 2000
Skills
Remote Team Management, Vendor Management, Budgeting, Social Media, SaaS, Application Development, Business Strategy, Business Intelligence, Data Warehousing, Salesforce.com, CRM software, CRM, Software Development, IT Strategy, Virtual Teams, Budgets, Cloud Computing, Strategy, Management, Integration, Leadership, Financial Services, Project Management, Business Analysis, SDLC, SQL, Disaster Recovery, Strategic Planning, Requirements Analysis, Program Management, Business Process, Business Process..., Process Improvement
Education
University of Baltimore 2001 — 2003
MBA, Information Technology
The University of New Mexico 1986 — 1991
Bachelor Business Administration, Finance
DST Systems January 2014 - Present
Finix Professional Services July 2012 - Present
Legg Mason May 2009 - July 2012
Legg Mason 2006 - 2009
Legg Mason 2000 - 2006
Citigroup 1986 - 2000
Skills
Remote Team Management, Vendor Management, Budgeting, Social Media, SaaS, Application Development, Business Strategy, Business Intelligence, Data Warehousing, Salesforce.com, CRM software, CRM, Software Development, IT Strategy, Virtual Teams, Budgets, Cloud Computing, Strategy, Management, Integration, Leadership, Financial Services, Project Management, Business Analysis, SDLC, SQL, Disaster Recovery, Strategic Planning, Requirements Analysis, Program Management, Business Process, Business Process..., Process Improvement
Education
University of Baltimore 2001 — 2003
MBA, Information Technology
The University of New Mexico 1986 — 1991
Bachelor Business Administration, Finance
TAL DALEY's Legg Mason Experience 1990 - 2005
Job Managing Director, Senior Investment Specialist, ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments January 2013 - Present
LEGG MASON CAPITAL MANAGEMENT December 2007 - January 2013
Legg Mason Intellectual Capital Group June 2005 - December 2008
Legg Mason Funds Marketing October 1992 - June 2005
Legg Mason 1990 - 2005
Skills
Series 63, Alternative Investments, Wealth Management, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Services, Financial Advisory, FINRA, Investment Strategies, Securities, Finance, Asset Management
Education
Susquehanna University 1972 — 1976
HISTORY, Late 19th Century
ClearBridge Investments January 2013 - Present
LEGG MASON CAPITAL MANAGEMENT December 2007 - January 2013
Legg Mason Intellectual Capital Group June 2005 - December 2008
Legg Mason Funds Marketing October 1992 - June 2005
Legg Mason 1990 - 2005
Skills
Series 63, Alternative Investments, Wealth Management, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Services, Financial Advisory, FINRA, Investment Strategies, Securities, Finance, Asset Management
Education
Susquehanna University 1972 — 1976
HISTORY, Late 19th Century
Jeremy Esperon's Legg Mason Experience July 2008 - October 2014
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP November 2014 - Present
Bingham McCutchen LLP October 2014 - November 2014
Legg Mason July 2008 - October 2014
Bingham McCutchen May 2013 - July 2013
Maryland Court of Appeals, The Honorable Sally D. Adkins May 2012 - August 2012
Education
University of Maryland School of Law 2010 — 2014
Juris Doctor
The Johns Hopkins University 2004 — 2008
BA, Economics
Morgan, Lewis & Bockius LLP November 2014 - Present
Bingham McCutchen LLP October 2014 - November 2014
Legg Mason July 2008 - October 2014
Bingham McCutchen May 2013 - July 2013
Maryland Court of Appeals, The Honorable Sally D. Adkins May 2012 - August 2012
Education
University of Maryland School of Law 2010 — 2014
Juris Doctor
The Johns Hopkins University 2004 — 2008
BA, Economics
Cedric Fischer's Legg Mason Experience October 1998 - July 1999
Job Director of Compliance and Risk Managment Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
John Van Clief's Legg Mason Experience October 1998 - January 2001
Job Managing Partner at Radbourne Property Group
Industry Venture Capital & Private Equity
Experience
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Wayne Bissell's Legg Mason Experience 2005 - 2009
Job BA, consultant at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital 2009 - Present
Legg Mason 2005 - 2009
Citigroup Asset Management 2003 - 2005
Vona Information Systems Inc (VIS) 1999 - 2003
Union Bank of Switzerland 1995 - 1999
The DSL Group Inc 1986 - 1995
ARBAT Systems Ltd 1978 - 1986
Education
Syracuse University - Martin J. Whitman School of Management
BS Summa Cum Laude
Barclays Capital 2009 - Present
Legg Mason 2005 - 2009
Citigroup Asset Management 2003 - 2005
Vona Information Systems Inc (VIS) 1999 - 2003
Union Bank of Switzerland 1995 - 1999
The DSL Group Inc 1986 - 1995
ARBAT Systems Ltd 1978 - 1986
Education
Syracuse University - Martin J. Whitman School of Management
BS Summa Cum Laude
Barlow Savidge's Legg Mason Experience December 1997 - September 2005
Job Managing Director at M&T Bank
Industry Banking
Experience
M&T Bank March 2009 - Present
A.G. Edwards & Sons, Inc. September 2005 - March 2009
Legg Mason December 1997 - September 2005
Skills
Asset Managment, Investments, Due Diligence, Financial Analysis, Mergers, Bonds, Securities, Wealth Management, Credit Analysis, Retirement Planning, Managerial Finance, Derivatives, Banking, Real Estate, Consulting, Strategic Planning, Asset Management, Mergers & Acquisitions
Education
The Johns Hopkins University 1986 — 1990
B.A., International Studies
M&T Bank March 2009 - Present
A.G. Edwards & Sons, Inc. September 2005 - March 2009
Legg Mason December 1997 - September 2005
Skills
Asset Managment, Investments, Due Diligence, Financial Analysis, Mergers, Bonds, Securities, Wealth Management, Credit Analysis, Retirement Planning, Managerial Finance, Derivatives, Banking, Real Estate, Consulting, Strategic Planning, Asset Management, Mergers & Acquisitions
Education
The Johns Hopkins University 1986 — 1990
B.A., International Studies
Rachel Smith's Legg Mason Experience October 2007 - January 2008
Job Recruiter at Indeed.com
Industry Internet
Experience
Indeed.com September 2012 - Present
Indeed.com June 2010 - September 2012
Indeed.com June 2008 - July 2010
AIFS February 2006 - May 2008
Legg Mason October 2007 - January 2008
Skills
Recruiting, Online Advertising, Applicant Tracking..., Sourcing, College Recruiting, Talent Management, Talent Acquisition, Onboarding, Staffing Services, Human Resources, Microsoft Excel
Education
The University of Connecticut School of Business 2004 — 2008
Business & Technology
Indeed.com September 2012 - Present
Indeed.com June 2010 - September 2012
Indeed.com June 2008 - July 2010
AIFS February 2006 - May 2008
Legg Mason October 2007 - January 2008
Skills
Recruiting, Online Advertising, Applicant Tracking..., Sourcing, College Recruiting, Talent Management, Talent Acquisition, Onboarding, Staffing Services, Human Resources, Microsoft Excel
Education
The University of Connecticut School of Business 2004 — 2008
Business & Technology
Rick Bruce's Legg Mason Experience April 2009 - April 2010
Job Director of Business Development TPA at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Legg Mason Global Asset Management April 2010 - February 2012
Legg Mason April 2009 - April 2010
Legg Mason August 2007 - April 2009
Nationwide November 1999 - August 2007
Nationwide February 1997 - November 1999
Nationwide December 1991 - February 1997
TPM Pension Consultants September 1990 - December 1991
Bank of Beverly Hills Qualified Plans September 1987 - January 1989
Skills
Public Speaking, Business Planning, Leadership, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Retirement Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Pensions, Retirement Plan..., Relationship Management, Series 63, Series 7, 401k
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1984
BBA, Finance
Principal Financial Group January 2012 - Present
Legg Mason Global Asset Management April 2010 - February 2012
Legg Mason April 2009 - April 2010
Legg Mason August 2007 - April 2009
Nationwide November 1999 - August 2007
Nationwide February 1997 - November 1999
Nationwide December 1991 - February 1997
TPM Pension Consultants September 1990 - December 1991
Bank of Beverly Hills Qualified Plans September 1987 - January 1989
Skills
Public Speaking, Business Planning, Leadership, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Retirement Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Pensions, Retirement Plan..., Relationship Management, Series 63, Series 7, 401k
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1984
BBA, Finance
Bennett Robley's Legg Mason Experience April 2008 - December 2012
Job Art Teacher
Industry Primary/Secondary Education
Experience
RICA Baltimore October 2013 - Present
Art with a Heart April 2011 - Present
Frederick County Public Schools September 2013 - October 2013
Baltimore County Public Schools August 2013 - October 2013
Big Brothers Big Sisters July 2004 - September 2013
University of Maryland Baltimore County January 2012 - May 2013
Legg Mason April 2008 - December 2012
Legg Mason September 2005 - April 2008
Legg Mason September 2004 - September 2005
Garden Accents 2002 - 2004
Skills
Art, Art Education, Contemporary Art, Oil Painting, Acrylic Painting, Drawing, Sculpture, Printmaking, Assemblage, collage, Intellectual Property, Legal Discovery, Customer Service, Securities, Nonprofits, Litigation, Social Media, Teaching, Fundraising, Visual Arts, Collage
Education
University of Maryland Baltimore County 2011 — 2013
Masters of Arts in Teaching, Art Education
University of Baltimore 2007 — 2009
Masters of Business Administration, Entrepreneurship/Entrepreneurial Studies
Towson University 1998 — 2002
Bachelor of Science (B.S.), Fine Arts
RICA Baltimore October 2013 - Present
Art with a Heart April 2011 - Present
Frederick County Public Schools September 2013 - October 2013
Baltimore County Public Schools August 2013 - October 2013
Big Brothers Big Sisters July 2004 - September 2013
University of Maryland Baltimore County January 2012 - May 2013
Legg Mason April 2008 - December 2012
Legg Mason September 2005 - April 2008
Legg Mason September 2004 - September 2005
Garden Accents 2002 - 2004
Skills
Art, Art Education, Contemporary Art, Oil Painting, Acrylic Painting, Drawing, Sculpture, Printmaking, Assemblage, collage, Intellectual Property, Legal Discovery, Customer Service, Securities, Nonprofits, Litigation, Social Media, Teaching, Fundraising, Visual Arts, Collage
Education
University of Maryland Baltimore County 2011 — 2013
Masters of Arts in Teaching, Art Education
University of Baltimore 2007 — 2009
Masters of Business Administration, Entrepreneurship/Entrepreneurial Studies
Towson University 1998 — 2002
Bachelor of Science (B.S.), Fine Arts
Jordan Steinberg's Legg Mason Experience September 2002 - October 2004
Job Senior System Administrator at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology June 2013 - Present
CyberCore Technologies June 2011 - November 2012
CyberCore Technologies November 2010 - June 2011
CyberCore Technologies December 2008 - November 2010
Ross Technologies, RTGX February 2008 - November 2008
Ross Technologies, RTGX March 2007 - February 2008
CyberCore Technologies July 2006 - March 2007
CyberCore Technologies May 2005 - July 2006
CyberCore Technologies October 2004 - May 2005
Legg Mason September 2002 - October 2004
Skills
Citrix, VMware, Active Directory, NetApp, Red Hat Linux, Centrify, Microsoft Office, Microsoft Windows, Servers, Linux, Security, Networking
Education
Towson University 2003 — 2009
MS, Applied Information Technology
Syracuse University 1998 — 2002
BS, Information Manangement and Technology
Boys' Latin School of Maryland 1994 — 1998
General Dynamics Information Technology June 2013 - Present
CyberCore Technologies June 2011 - November 2012
CyberCore Technologies November 2010 - June 2011
CyberCore Technologies December 2008 - November 2010
Ross Technologies, RTGX February 2008 - November 2008
Ross Technologies, RTGX March 2007 - February 2008
CyberCore Technologies July 2006 - March 2007
CyberCore Technologies May 2005 - July 2006
CyberCore Technologies October 2004 - May 2005
Legg Mason September 2002 - October 2004
Skills
Citrix, VMware, Active Directory, NetApp, Red Hat Linux, Centrify, Microsoft Office, Microsoft Windows, Servers, Linux, Security, Networking
Education
Towson University 2003 — 2009
MS, Applied Information Technology
Syracuse University 1998 — 2002
BS, Information Manangement and Technology
Boys' Latin School of Maryland 1994 — 1998
Jonathan Zipp's Legg Mason Experience February 1997 - December 2005
Job Seeking opportunities in financial services operations, client service, process automation, sales and teaching
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - October 2014
Citigroup 2005 - 2009
Legg Mason February 1997 - December 2005
The Johns Hopkins University February 1993 - August 1996
Macy's September 1991 - September 1992
The Baltimore Sun January 1981 - May 1991
Skills
Client Services, Project Management, Automation, Client Development, Databases, Organizational..., Cost Management, Finance, Investment Strategies, Asset Management, Financial Services, Sales
Education
The Johns Hopkins University 1987 — 1991
BA, Spanish, English, History
st. paul's school for boys 1982 — 1986
College Preparatory, College Preparatory
Morgan Stanley Smith Barney June 2009 - October 2014
Citigroup 2005 - 2009
Legg Mason February 1997 - December 2005
The Johns Hopkins University February 1993 - August 1996
Macy's September 1991 - September 1992
The Baltimore Sun January 1981 - May 1991
Skills
Client Services, Project Management, Automation, Client Development, Databases, Organizational..., Cost Management, Finance, Investment Strategies, Asset Management, Financial Services, Sales
Education
The Johns Hopkins University 1987 — 1991
BA, Spanish, English, History
st. paul's school for boys 1982 — 1986
College Preparatory, College Preparatory
John Pepper's Legg Mason Experience May 2003 - November 2004
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners November 2013 - Present
Allstate Financial April 2006 - Present
Capital One November 2004 - April 2006
Legg Mason May 2003 - November 2004
Merrill Lynch November 2001 - May 2003
Simplex 1993 - 1998
Education
Texas A&M University 1981 — 1986
Bachelor of Arts, History
Teh American School in London (England) 1979 — 1981
High School Diploma
Saybrus Partners November 2013 - Present
Allstate Financial April 2006 - Present
Capital One November 2004 - April 2006
Legg Mason May 2003 - November 2004
Merrill Lynch November 2001 - May 2003
Simplex 1993 - 1998
Education
Texas A&M University 1981 — 1986
Bachelor of Arts, History
Teh American School in London (England) 1979 — 1981
High School Diploma
Kimberly Hillin's Legg Mason Experience 1988 - 1991
Job Personal Clothier at Premier Clothing
Industry Apparel & Fashion
Experience
Premier Clothing 2004 - Present
Legg Mason 1988 - 1991
Legg Mason 1988 - 1991
Skills
Investments, Microsoft Word, Series 7, Customer Service, Microsoft Excel, Microsoft Office, Social Media, QuickBooks, Real Estate, Financial Analysis, Event Planning, Portfolio Management, Finance, Strategic Planning, Leadership, Sales, Public Speaking
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
The University of Texas at Austin 1983 — 1987
BBA Finance, Finance, General
Premier Clothing 2004 - Present
Legg Mason 1988 - 1991
Legg Mason 1988 - 1991
Skills
Investments, Microsoft Word, Series 7, Customer Service, Microsoft Excel, Microsoft Office, Social Media, QuickBooks, Real Estate, Financial Analysis, Event Planning, Portfolio Management, Finance, Strategic Planning, Leadership, Sales, Public Speaking
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
The University of Texas at Austin 1983 — 1987
BBA Finance, Finance, General
Jon Sakalas , CPA's Legg Mason Experience August 2008 - May 2011
Job Sr. Professional Services Manager Sales Operations at Workiva
Industry Financial Services
Experience
Workiva May 2013 - Present
Workiva May 2012 - April 2013
Workiva May 2011 - April 2012
Legg Mason August 2008 - May 2011
Campbell & Company, Inc October 2006 - August 2008
PricewaterhouseCoopers July 2004 - October 2006
New York Life Insurance Company September 2001 - September 2003
Skills
CPA, XBRL, SEC Financial Reporting, SOX 404, Workiva Wdesk, Wdesk, Project Management, SEC Filings, Business Networking, Sales Management, Team Management, Team Leadership, Sales Presentations, Customer Satisfaction, Customer Retention, Cross-functional Team..., Account Management, Financial Analysis, Budget Management, Working Capital..., Microsoft Office, Microsoft Excel, PeopleSoft, PeopleSoft Financial, Microsoft Word, PowerPoint, Hyperion, QuickBooks, Salesforce.com..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Finance
Education
Strayer University 2003 — 2004
Bachelor’s Degree, Accounting, 3.8
Towson University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Workiva May 2013 - Present
Workiva May 2012 - April 2013
Workiva May 2011 - April 2012
Legg Mason August 2008 - May 2011
Campbell & Company, Inc October 2006 - August 2008
PricewaterhouseCoopers July 2004 - October 2006
New York Life Insurance Company September 2001 - September 2003
Skills
CPA, XBRL, SEC Financial Reporting, SOX 404, Workiva Wdesk, Wdesk, Project Management, SEC Filings, Business Networking, Sales Management, Team Management, Team Leadership, Sales Presentations, Customer Satisfaction, Customer Retention, Cross-functional Team..., Account Management, Financial Analysis, Budget Management, Working Capital..., Microsoft Office, Microsoft Excel, PeopleSoft, PeopleSoft Financial, Microsoft Word, PowerPoint, Hyperion, QuickBooks, Salesforce.com..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Finance
Education
Strayer University 2003 — 2004
Bachelor’s Degree, Accounting, 3.8
Towson University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rita Bekas's Legg Mason Experience 2000 - 2004
Job SMA Portfolio Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments February 2005 - Present
Legg Mason 2000 - 2004
Education
Temple University
Finance
SEI Investments February 2005 - Present
Legg Mason 2000 - 2004
Education
Temple University
Finance
David Eikenberg's Legg Mason Experience September 1993 - December 2010
Job Head of Retirement USISFI Division, T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2010 - Present
Legg Mason September 1993 - December 2010
Education
The Johns Hopkins University 1987 — 1991
BS, Economics
John Carroll High School 1983 — 1987
T. Rowe Price December 2010 - Present
Legg Mason September 1993 - December 2010
Education
The Johns Hopkins University 1987 — 1991
BS, Economics
John Carroll High School 1983 — 1987
Jane Trust's Legg Mason Experience March 2015 - Present
Job Director, Mutual Fund Boards at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Kristen (Riggs) Thudium's Legg Mason Experience March 2007 - March 2008
Job Digital Project Manager
Industry Internet
Experience
Grey Healthcare Group May 2012 - August 2012
SPINE LLC January 2009 - March 2009
Legg Mason March 2007 - March 2008
Rail Europe Group November 2006 - January 2007
Modem Media May 2006 - October 2006
Rail Europe Group February 2006 - May 2006
Tremont Capital Management, Inc August 2004 - January 2006
Rail Europe Group June 2000 - January 2004
aabalone[red] January 2000 - April 2000
Primedia August 1996 - January 2000
Skills
Project Management, Product Development, Creative Direction, Process Improvement, Web Analytics, MS Project, Digital Marketing, Web Design, Content Management, Management, Editing, E-commerce, Marketing, Online Marketing, Online Advertising, Marketing Strategy, Publishing, SEM, Email Marketing, Social Media Marketing, Google Analytics, SEO, CMS
Education
Syracuse University 1986 — 1990
BS, Advertising
Grey Healthcare Group May 2012 - August 2012
SPINE LLC January 2009 - March 2009
Legg Mason March 2007 - March 2008
Rail Europe Group November 2006 - January 2007
Modem Media May 2006 - October 2006
Rail Europe Group February 2006 - May 2006
Tremont Capital Management, Inc August 2004 - January 2006
Rail Europe Group June 2000 - January 2004
aabalone[red] January 2000 - April 2000
Primedia August 1996 - January 2000
Skills
Project Management, Product Development, Creative Direction, Process Improvement, Web Analytics, MS Project, Digital Marketing, Web Design, Content Management, Management, Editing, E-commerce, Marketing, Online Marketing, Online Advertising, Marketing Strategy, Publishing, SEM, Email Marketing, Social Media Marketing, Google Analytics, SEO, CMS
Education
Syracuse University 1986 — 1990
BS, Advertising
Brian Emrick, CPA's Legg Mason Experience May 2014 - July 2014
Job Nextera Energy Resources
Industry Utilities
Experience
NextEra Energy, Inc. April 2015 - Present
Dycom Industries July 2014 - April 2015
Legg Mason May 2014 - July 2014
Legg Mason April 2010 - April 2014
Legg Mason April 2007 - March 2010
Legg Mason December 2005 - March 2007
Anthony C. Lhotsky, Sr., CPA December 2002 - December 2005
Skills
Financial Reporting, Cash Flow, SOX, PeopleSoft, Hyperion, General Ledger, Excel, SEC reporting, Variance Analysis, Financial Statements, Finance, Analysis, Hyperion Enterprise, Journal Entries, SEC filings, Consolidation, Financial Analysis, Sarbanes-Oxley Act
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration, Finance
Towson University
Bachelor of Science, Accounting
NextEra Energy, Inc. April 2015 - Present
Dycom Industries July 2014 - April 2015
Legg Mason May 2014 - July 2014
Legg Mason April 2010 - April 2014
Legg Mason April 2007 - March 2010
Legg Mason December 2005 - March 2007
Anthony C. Lhotsky, Sr., CPA December 2002 - December 2005
Skills
Financial Reporting, Cash Flow, SOX, PeopleSoft, Hyperion, General Ledger, Excel, SEC reporting, Variance Analysis, Financial Statements, Finance, Analysis, Hyperion Enterprise, Journal Entries, SEC filings, Consolidation, Financial Analysis, Sarbanes-Oxley Act
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration, Finance
Towson University
Bachelor of Science, Accounting
Steve Victor's Legg Mason Experience September 1998 - November 2007
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC November 2006 - Present
Legg Mason September 1998 - November 2007
Merrill Lynch June 1983 - September 1998
Skills
Investments, Financial Analysis, Asset Management, Finance, Portfolio Management, Financial Planning, Retirement Planning
Education
The George Washington University 1965 — 1969
Business Administration and Management, General
Cheltenham High School 1961 — 1965
RBC November 2006 - Present
Legg Mason September 1998 - November 2007
Merrill Lynch June 1983 - September 1998
Skills
Investments, Financial Analysis, Asset Management, Finance, Portfolio Management, Financial Planning, Retirement Planning
Education
The George Washington University 1965 — 1969
Business Administration and Management, General
Cheltenham High School 1961 — 1965
Kenneth Cieprisz's Legg Mason Experience December 2005 - Present
Job Chief Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2005 - Present
Citigroup March 2001 - December 2005
FINRA (AKA NASD) March 1995 - March 2001
Skills
Securities, Mutual Funds, Management, Series 24, Series 7, FINRA, Risk Management, Series 63
Education
The Johns Hopkins University 1999 — 2003
MBA
University of Maryland College Park 1984 — 1988
Bachelor's degree, Economics
Legg Mason December 2005 - Present
Citigroup March 2001 - December 2005
FINRA (AKA NASD) March 1995 - March 2001
Skills
Securities, Mutual Funds, Management, Series 24, Series 7, FINRA, Risk Management, Series 63
Education
The Johns Hopkins University 1999 — 2003
MBA
University of Maryland College Park 1984 — 1988
Bachelor's degree, Economics
Terri Charles's Legg Mason Experience 2005 - 2007
Job Deputy Director at Maryland Judiciary Office of Communications and Public Affairs
Industry Public Relations and Communications
Experience
Maryland Judiciary Office of Communications and Public Affairs November 2010 - Present
Enterprise Community Partners 2007 - 2010
Legg Mason 2005 - 2007
Mayor's Office of Employment Development 2004 - 2005
Bank of America (formerly NationsBank) 1999 - 2004
Education
The Johns Hopkins University
Leadership Development Certificate Program, Business
Towson University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Maryland Judiciary Office of Communications and Public Affairs November 2010 - Present
Enterprise Community Partners 2007 - 2010
Legg Mason 2005 - 2007
Mayor's Office of Employment Development 2004 - 2005
Bank of America (formerly NationsBank) 1999 - 2004
Education
The Johns Hopkins University
Leadership Development Certificate Program, Business
Towson University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Bill Toomey, CIMA's Legg Mason Experience June 2011 - Present
Job Sales Director at Legg Mason
Industry Investment Management
Experience
Legg Mason June 2011 - Present
Invesco Ltd. 1994 - May 2011
Education
The University of Texas at Austin 1989 — 1993
BBA, International Business
Legg Mason June 2011 - Present
Invesco Ltd. 1994 - May 2011
Education
The University of Texas at Austin 1989 — 1993
BBA, International Business
Bonnie Siegal's Legg Mason Experience 2004 - 2005
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
Bukola Edmondson-Deigh's Legg Mason Experience 2005 - 2007
Job Analyst(Contractor) at BGE
Industry Government Administration
Experience
BGE November 2013 - Present
BGE 2013 - 2014
BGE 2013 - 2014
Maryland Energy Administration October 2011 - November 2013
Legg Mason 2005 - 2007
Deloitte October 2001 - October 2003
Education
The George Washington University 2003 — 2005
Masters, Project Management
BGE November 2013 - Present
BGE 2013 - 2014
BGE 2013 - 2014
Maryland Energy Administration October 2011 - November 2013
Legg Mason 2005 - 2007
Deloitte October 2001 - October 2003
Education
The George Washington University 2003 — 2005
Masters, Project Management
Alison Santay's Legg Mason Experience 1997 - 2001
Job Risk & Control Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
David Odenath's Legg Mason Experience September 2008 - January 2011
Job Independent Director at Knighthead Annuity & Life Assurance Company
Industry Investment Management
Experience
Knighthead Annuity & Life Assurance Company January 2015 - Present
Altamont Capital Partners September 2014 - Present
HantzBank April 2011 - Present
Whitemarsh Holdings, Inc. October 2012 - August 2014
Legg Mason September 2008 - January 2011
Prudential Financial 2002 - 2008
Prudential Financial 1999 - 2002
UBS/ Paine Webber 1993 - 1999
Skills
Asset Managment, Variable Annuities, Mutual Funds, Separately Managed..., Fixed Annuities, Executive Management, Leadership, High Performance Teams, Innovation, Acquisitions, Acquisition Integration, Asset Management, Alternative Investments, Retirement, Venture Capital, Financial Services, Mergers & Acquisitions, Securities, Investment Management, Management, Investment Banking, Strategy, Portfolio Management, Hedge Funds, Asset Allocation, ETFs, Equities, FINRA, Investment Advisory, Series 24, Private Equity, Series 7, Investments, Series 63, Investment Strategies, Fixed Income
Education
Susquehanna University 1975 — 1979
Bachelor of Science (B.S.), Business, Dual Emphasis, Finance, Marketing
Knighthead Annuity & Life Assurance Company January 2015 - Present
Altamont Capital Partners September 2014 - Present
HantzBank April 2011 - Present
Whitemarsh Holdings, Inc. October 2012 - August 2014
Legg Mason September 2008 - January 2011
Prudential Financial 2002 - 2008
Prudential Financial 1999 - 2002
UBS/ Paine Webber 1993 - 1999
Skills
Asset Managment, Variable Annuities, Mutual Funds, Separately Managed..., Fixed Annuities, Executive Management, Leadership, High Performance Teams, Innovation, Acquisitions, Acquisition Integration, Asset Management, Alternative Investments, Retirement, Venture Capital, Financial Services, Mergers & Acquisitions, Securities, Investment Management, Management, Investment Banking, Strategy, Portfolio Management, Hedge Funds, Asset Allocation, ETFs, Equities, FINRA, Investment Advisory, Series 24, Private Equity, Series 7, Investments, Series 63, Investment Strategies, Fixed Income
Education
Susquehanna University 1975 — 1979
Bachelor of Science (B.S.), Business, Dual Emphasis, Finance, Marketing
Trewitt Harding's Legg Mason Experience February 1990 - January 2004
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
mssb January 2004 - Present
Morgan Stanley Wealth Management January 2004 - Present
Legg Mason February 1990 - January 2004
Johnston Lemon January 1960 - February 1965
Skills
Stock Market, bonds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Equities, Investments, Alternative Investments, Financial Advisory, Portfolio Management, ETFs
Education
Strayer University (VA) 1960 — 1962
BCS, Accounting and Business/Management
UVA 1952 — 1956
McIntire Business School
Culpeper High School 1948 — 1952
mssb January 2004 - Present
Morgan Stanley Wealth Management January 2004 - Present
Legg Mason February 1990 - January 2004
Johnston Lemon January 1960 - February 1965
Skills
Stock Market, bonds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Equities, Investments, Alternative Investments, Financial Advisory, Portfolio Management, ETFs
Education
Strayer University (VA) 1960 — 1962
BCS, Accounting and Business/Management
UVA 1952 — 1956
McIntire Business School
Culpeper High School 1948 — 1952
Joseph Hauer's Legg Mason Experience September 1989 - February 2009
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2009 - Present
Legg Mason September 1989 - February 2009
Skills
Series 6, Series 63, Retirement, Securities, Asset Allocation, Finance, Investments
Education
The Community College of Baltimore County 1986 — 1988
Associate of Arts (AA), Small Systems/Data Processing
Janney Montgomery Scott July 2009 - Present
Legg Mason September 1989 - February 2009
Skills
Series 6, Series 63, Retirement, Securities, Asset Allocation, Finance, Investments
Education
The Community College of Baltimore County 1986 — 1988
Associate of Arts (AA), Small Systems/Data Processing
Matthew Giammarinaro's Legg Mason Experience 2003 - 2004
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments