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
Matthew G. Scher Matthew G. Scher's Legg Mason Experience September 2011 - December 2011
Job Portfolio Associate at 1919 Investment Counsel (formerly Legg Mason Investment Counsel)
Industry Investment Management
Experience
1919 Investment Counsel (formerly Legg Mason Investment Counsel) July 2012 - Present
1919 Investment Counsel (formerly Legg Mason Investment Counsel) January 2012 - June 2012
Legg Mason September 2011 - December 2011
Accutronic Systems, Inc. May 2010 - August 2011
Willow Lake Day Camp June 2006 - August 2010
Temple Emanu-El of West Essex September 2006 - May 2008
Skills
Investments, Equities, Portfolio Management, Leadership, Equity Research, Wealth Management, FactSet, Advent APX, Moxy, MorningStar Direct, Microsoft Excel, PowerPoint, Valuation, Finance, Bloomberg, Portfolio Administration, Mutual Funds, Strategy, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Team Building, Networking, Entrepreneurship, Financial Analysis, Time Management
Education
Towson University 2008 — 2012
BA, Business Administration (Finance Concentration), Minor in Economics
Livingston Senior High School 2004 — 2008
1919 Investment Counsel (formerly Legg Mason Investment Counsel) July 2012 - Present
1919 Investment Counsel (formerly Legg Mason Investment Counsel) January 2012 - June 2012
Legg Mason September 2011 - December 2011
Accutronic Systems, Inc. May 2010 - August 2011
Willow Lake Day Camp June 2006 - August 2010
Temple Emanu-El of West Essex September 2006 - May 2008
Skills
Investments, Equities, Portfolio Management, Leadership, Equity Research, Wealth Management, FactSet, Advent APX, Moxy, MorningStar Direct, Microsoft Excel, PowerPoint, Valuation, Finance, Bloomberg, Portfolio Administration, Mutual Funds, Strategy, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Team Building, Networking, Entrepreneurship, Financial Analysis, Time Management
Education
Towson University 2008 — 2012
BA, Business Administration (Finance Concentration), Minor in Economics
Livingston Senior High School 2004 — 2008
James A. Adams, Jr; CIMA James A. Adams, Jr; CIMA's Legg Mason Experience 1997 - 2006
Job Senior Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney June 2010 - April 2012
Morgan Stanley Smith Barney 2008 - June 2010
Smithbarney 2006 - 2008
Legg Mason 1997 - 2006
Mercantile Bank 1987 - 1997
Skills
Series 7, Series 63, Wealth Management, Financial Advisory, Foundations, CIMA
Education
University of Baltimore 1993 — 1994
Accounting
Towson University 1981 — 1986
BS, Business Administration/Finance
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney June 2010 - April 2012
Morgan Stanley Smith Barney 2008 - June 2010
Smithbarney 2006 - 2008
Legg Mason 1997 - 2006
Mercantile Bank 1987 - 1997
Skills
Series 7, Series 63, Wealth Management, Financial Advisory, Foundations, CIMA
Education
University of Baltimore 1993 — 1994
Accounting
Towson University 1981 — 1986
BS, Business Administration/Finance
Thammy Su Thammy Su's Legg Mason Experience July 2000 - June 2009
Job Account Manager at NetScout Systems
Industry Computer Software
Experience
NetScout Systems December 2014 - Present
Riverbed Technology August 2012 - December 2014
Okta, Inc. January 2012 - August 2012
CA Technologies July 2009 - December 2011
Legg Mason July 2000 - June 2009
Skills
SaaS, Enterprise Software, CRM, Selling, Sales Process, Pre-sales, Sales Operations, Cloud Computing, Sales, Professional Services, Management, Salesforce.com, Strategic Partnerships, Direct Sales, Solution Selling, Sales Enablement, Software Industry, Business Alliances, Lead Generation, Data Center, Managed Services, Channel Partners, Demand Generation, Partner Management, Go-to-market Strategy, Complex Sales, Account Management, Storage, Business Development
Education
University at Albany, SUNY 1997 — 2000
Economics, Business/Economics
NetScout Systems December 2014 - Present
Riverbed Technology August 2012 - December 2014
Okta, Inc. January 2012 - August 2012
CA Technologies July 2009 - December 2011
Legg Mason July 2000 - June 2009
Skills
SaaS, Enterprise Software, CRM, Selling, Sales Process, Pre-sales, Sales Operations, Cloud Computing, Sales, Professional Services, Management, Salesforce.com, Strategic Partnerships, Direct Sales, Solution Selling, Sales Enablement, Software Industry, Business Alliances, Lead Generation, Data Center, Managed Services, Channel Partners, Demand Generation, Partner Management, Go-to-market Strategy, Complex Sales, Account Management, Storage, Business Development
Education
University at Albany, SUNY 1997 — 2000
Economics, Business/Economics
Melodie Hagner-Salava Melodie Hagner-Salava's Legg Mason Experience September 1999 - July 2002
Job Administrator for A NonProfit Organization
Industry Writing and Editing
Experience
Accessible Resources for Independence September 2015 - Present
MVP Law Group, P.A. February 2013 - September 2015
Tastefully Simple January 2010 - June 2015
Self Employed March 2003 - February 2013
St. John’s UCC August 2010 - August 2012
Patuxent Publishing Company March 2003 - December 2010
Marriott International May 2008 - December 2009
Dance With Me October 2008 - June 2009
Baltimore Guide Newspaper August 2002 - February 2003
Legg Mason September 1999 - July 2002
Skills
Publicity, Marketing, Newspaper, Photography, Public Speaking, Event Planning, Fundraising, Non-profits, Editing, Social Media, Newspapers, Copywriting, Strategic Communications, Online Marketing, Advertising, Nonprofits, Facebook, Newsletters, Online Advertising, Team Building, Social Media Marketing, Storytelling, Proofreading, Customer Service, Public Relations, Research, SEO, Video Production, Blogging, Community Outreach, Microsoft Office, Marketing Strategy, Social Networking, Press Releases, Community Development, Email Marketing, Marketing Communications, Teaching, Film, Volunteer Management, Media Relations, Entertainment, New Media, SEO copywriting, Television
Education
Towson University 1989 — 1995
BS, Mass Communications, Journalism
Western High School 1985 — 1989
High School Diploma, Advanced College Prep
Accessible Resources for Independence September 2015 - Present
MVP Law Group, P.A. February 2013 - September 2015
Tastefully Simple January 2010 - June 2015
Self Employed March 2003 - February 2013
St. John’s UCC August 2010 - August 2012
Patuxent Publishing Company March 2003 - December 2010
Marriott International May 2008 - December 2009
Dance With Me October 2008 - June 2009
Baltimore Guide Newspaper August 2002 - February 2003
Legg Mason September 1999 - July 2002
Skills
Publicity, Marketing, Newspaper, Photography, Public Speaking, Event Planning, Fundraising, Non-profits, Editing, Social Media, Newspapers, Copywriting, Strategic Communications, Online Marketing, Advertising, Nonprofits, Facebook, Newsletters, Online Advertising, Team Building, Social Media Marketing, Storytelling, Proofreading, Customer Service, Public Relations, Research, SEO, Video Production, Blogging, Community Outreach, Microsoft Office, Marketing Strategy, Social Networking, Press Releases, Community Development, Email Marketing, Marketing Communications, Teaching, Film, Volunteer Management, Media Relations, Entertainment, New Media, SEO copywriting, Television
Education
Towson University 1989 — 1995
BS, Mass Communications, Journalism
Western High School 1985 — 1989
High School Diploma, Advanced College Prep
Nicole Wiener Nicole Wiener's Legg Mason Experience January 2008 - May 2008
Job Managing Partner, Outback Steakhouse, Aspen Hill
Industry Restaurants
Experience
Outback Steakhouse Inc November 2003 - Present
Perry Hall White Marsh Rotary January 2009 - June 2010
Legg Mason January 2008 - May 2008
Skills
Outstanding Customer..., Scheduling, Order Management, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Recruiting, Analysis, Leadership, Teamwork, Sales, Marketing, Software Documentation, Social Media, HTML, Access, Forecasting, Management, Process Improvement, Business Strategy, Budgets, Customer Service
Education
The Community College of Baltimore County 2008 — 2008
n /a, Continuing Education Program
Towson University 2002 — 2008
BS, Computer Information Systems and Business Administration
Outback Steakhouse Inc November 2003 - Present
Perry Hall White Marsh Rotary January 2009 - June 2010
Legg Mason January 2008 - May 2008
Skills
Outstanding Customer..., Scheduling, Order Management, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Recruiting, Analysis, Leadership, Teamwork, Sales, Marketing, Software Documentation, Social Media, HTML, Access, Forecasting, Management, Process Improvement, Business Strategy, Budgets, Customer Service
Education
The Community College of Baltimore County 2008 — 2008
n /a, Continuing Education Program
Towson University 2002 — 2008
BS, Computer Information Systems and Business Administration
Tom McCarthy` Tom McCarthy`'s Legg Mason Experience August 2001 - October 2007
Job Financial Analyst at Legg Mason Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel October 2007 - Present
Legg Mason August 2001 - October 2007
Legg Mason Wood Walker July 1998 - August 2001
Education
University of Baltimore 2005 — 2006
Graduate Certificate, Accounting
Towson University 1994 — 1996
Bachelor of Science (B.S.), Business Administration
1919 Investment Counsel October 2007 - Present
Legg Mason August 2001 - October 2007
Legg Mason Wood Walker July 1998 - August 2001
Education
University of Baltimore 2005 — 2006
Graduate Certificate, Accounting
Towson University 1994 — 1996
Bachelor of Science (B.S.), Business Administration
Kristin Conner Kristin Conner's Legg Mason Experience July 2006 - September 2008
Job Senior Financial Analyst
Industry Financial Services
Experience
Transamerica June 2011 - Present
H&R Block December 2008 - April 2013
Connections Academy September 2008 - June 2011
Legg Mason July 2006 - September 2008
T. Rowe Price December 2005 - July 2006
T. Rowe Price November 2004 - December 2005
T. Rowe Price September 2003 - November 2004
Skills
Account Reconciliation, Variance Analysis, Forecasting, Budgets, Analysis, Journal Entries, Financial Analysis, Financial Reporting, Accounting, Finance, Microsoft Excel, Investments, Mutual Funds, Payroll, Internal Audit, Tax, Access
Education
University of Baltimore 2005 — 2008
MS, Finance
Towson University 1998 — 2003
BS, Finance
Transamerica June 2011 - Present
H&R Block December 2008 - April 2013
Connections Academy September 2008 - June 2011
Legg Mason July 2006 - September 2008
T. Rowe Price December 2005 - July 2006
T. Rowe Price November 2004 - December 2005
T. Rowe Price September 2003 - November 2004
Skills
Account Reconciliation, Variance Analysis, Forecasting, Budgets, Analysis, Journal Entries, Financial Analysis, Financial Reporting, Accounting, Finance, Microsoft Excel, Investments, Mutual Funds, Payroll, Internal Audit, Tax, Access
Education
University of Baltimore 2005 — 2008
MS, Finance
Towson University 1998 — 2003
BS, Finance
Brian Hoffman Brian Hoffman's Legg Mason Experience October 2010 - August 2011
Job Experienced Financial Services Professional at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
Daniel Schlissel Daniel Schlissel's Legg Mason Experience June 2004 - Present
Job Vice President, Global Fiduciary Platform, at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2004 - Present
AllianceBernstein 2001 - 2004
Skills
Mutual Funds, Asset Management, Equities, Investments, Financial Reporting
Education
State University of New York at Albany 1989 — 1993
BS, Accounting
Legg Mason June 2004 - Present
AllianceBernstein 2001 - 2004
Skills
Mutual Funds, Asset Management, Equities, Investments, Financial Reporting
Education
State University of New York at Albany 1989 — 1993
BS, Accounting
machiel mckinnon machiel mckinnon's Legg Mason Experience October 1994 - January 1996
Job Vice President / Head Trader at Percival Financial Partners
Industry Investment Management
Experience
Percival Financial Partners October 1996 - Present
Legg Mason October 1994 - January 1996
Skills
Trading Systems, Volatility, Trading Strategies, Electronic Trading, Options, Alternative Investments, Managed Futures, Proprietary Trading
Education
Towson University 1984 — 1990
Percival Financial Partners October 1996 - Present
Legg Mason October 1994 - January 1996
Skills
Trading Systems, Volatility, Trading Strategies, Electronic Trading, Options, Alternative Investments, Managed Futures, Proprietary Trading
Education
Towson University 1984 — 1990
Kelly Abell DeRose, CPA/PFS, MST Kelly Abell DeRose, CPA/PFS, MST's Legg Mason Experience April 2002 - June 2005
Job Tax Manager at Gary R. Bozel & Associates, P.A.
Industry Accounting
Experience
GRB&A November 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
Citigroup Smith Barney June 2005 - May 2009
Legg Mason April 2002 - June 2005
Skills
Wealth Management, Wealth, Asset Allocation, Equities, High Net Worth..., Series 7, Tax, Retirement Planning, Financial Planners, Investment Advisory, Mutual Funds, Estate Planning, Business Valuation, Strategic Financial..., Financial Planning
Education
University of Baltimore School of Law 2006 — 2010
MST, Masters in Taxation
Towson University 1995 — 1999
GRB&A November 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
Citigroup Smith Barney June 2005 - May 2009
Legg Mason April 2002 - June 2005
Skills
Wealth Management, Wealth, Asset Allocation, Equities, High Net Worth..., Series 7, Tax, Retirement Planning, Financial Planners, Investment Advisory, Mutual Funds, Estate Planning, Business Valuation, Strategic Financial..., Financial Planning
Education
University of Baltimore School of Law 2006 — 2010
MST, Masters in Taxation
Towson University 1995 — 1999
Lauren Bernstein's Legg Mason Experience September 2010 - March 2011
Job Marketing Administrative Assistant at PANDORA A/S
Industry Events Services
Experience
PANDORA A/S June 2014 - Present
CBRE, Inc May 2011 - June 2014
Legg Mason September 2010 - March 2011
Charm City Concierge December 2006 - September 2010
Mountain Branch Golf and Pub July 2005 - October 2006
Skills
Customer Service, Event Planning, Outlook, Office Management, Event Management, Time Management, Marketing Communications, Administrative..., Outstanding..., Data Entry, Maintaining A Positive..., Administrative..., Social Media, Microsoft Office, Social Media Marketing, Facebook, Marketing, PowerPoint, Public Relations, Social Networking
Education
Towson University 2003 — 2005
Bachelor's degree, Mass Communication/PR
Baltimore Lutheran School 1993 — 1999
PANDORA A/S June 2014 - Present
CBRE, Inc May 2011 - June 2014
Legg Mason September 2010 - March 2011
Charm City Concierge December 2006 - September 2010
Mountain Branch Golf and Pub July 2005 - October 2006
Skills
Customer Service, Event Planning, Outlook, Office Management, Event Management, Time Management, Marketing Communications, Administrative..., Outstanding..., Data Entry, Maintaining A Positive..., Administrative..., Social Media, Microsoft Office, Social Media Marketing, Facebook, Marketing, PowerPoint, Public Relations, Social Networking
Education
Towson University 2003 — 2005
Bachelor's degree, Mass Communication/PR
Baltimore Lutheran School 1993 — 1999
Bradley Modic, MBA Bradley Modic, MBA's Legg Mason Experience December 2012 - Present
Job VP, Senior Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2012 - Present
Legg Mason June 2011 - December 2012
T. Rowe Price November 2008 - June 2011
T. Rowe Price September 2007 - November 2008
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Towson University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Legg Mason December 2012 - Present
Legg Mason June 2011 - December 2012
T. Rowe Price November 2008 - June 2011
T. Rowe Price September 2007 - November 2008
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Towson University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mary-Susan Donhauser's Legg Mason Experience 1981 - 2005
Job Director of Human Resources at SC&H Group
Industry Investment Management
Experience
SC&H Group April 2012 - Present
Legg Mason Capital Managment 2005 - April 2012
Legg Mason 1981 - 2005
Education
Towson University
B.S.
Villa Julie College
AA
SC&H Group April 2012 - Present
Legg Mason Capital Managment 2005 - April 2012
Legg Mason 1981 - 2005
Education
Towson University
B.S.
Villa Julie College
AA
Benji Baer Benji Baer's Legg Mason Experience March 2009 - August 2011
Job Managing Director, Chief Marketing Officer, Retirement at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan June 2011 - Present
Legg Mason March 2009 - August 2011
Legg Mason June 2004 - March 2009
Alliance Bernstein January 1993 - January 2004
Equitable Capital Management 1990 - 1993
Education
Tufts University
BA, Economics
J.P. Morgan June 2011 - Present
Legg Mason March 2009 - August 2011
Legg Mason June 2004 - March 2009
Alliance Bernstein January 1993 - January 2004
Equitable Capital Management 1990 - 1993
Education
Tufts University
BA, Economics
Catherine E Symanek Catherine E Symanek's Legg Mason Experience 1999 - 2004
Job Assistant Vice President Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Private Wealth Management 2006 - March 2015
Smith Barney 2004 - 2006
Legg Mason 1999 - 2004
Skills
Series 7, Series 9, Series 10, Series 31, Series 63, Financial Planning..., Management, Investments, Mutual Funds, Wealth Management, Marketing, Securities, Sales, Strategic Planning, Estate Planning, Equities, Series 65, Alternative Investments, Asset Allocation, Retirement Planning, 401k, Retirement, FINRA, Portfolio Management, Investment Advisory, Financial Services, Uniform Combined State..., Strategic Financial..., Asset Management
Education
Towson University 1994 — 1997
Bachelor of Science, Biology
Morgan Stanley March 2015 - Present
Morgan Stanley Private Wealth Management 2006 - March 2015
Smith Barney 2004 - 2006
Legg Mason 1999 - 2004
Skills
Series 7, Series 9, Series 10, Series 31, Series 63, Financial Planning..., Management, Investments, Mutual Funds, Wealth Management, Marketing, Securities, Sales, Strategic Planning, Estate Planning, Equities, Series 65, Alternative Investments, Asset Allocation, Retirement Planning, 401k, Retirement, FINRA, Portfolio Management, Investment Advisory, Financial Services, Uniform Combined State..., Strategic Financial..., Asset Management
Education
Towson University 1994 — 1997
Bachelor of Science, Biology
Charles J. Schilleci, CFP® Charles J. Schilleci, CFP®'s Legg Mason Experience December 2003 - December 2005
Job Branch Manager and Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2005 - Present
Legg Mason December 2003 - December 2005
NEXUS Financial Network August 1994 - December 2003
American Express Financial Advisors November 1986 - August 1994
Skills
Retirement Planning, Strategic Planning, Risk Management, Securities, Mutual Funds, Investments, Fixed Income, Equities
Education
University of Alabama at Birmingham 1974 — 1978
Bachelor of Science
University of Alabama 1972 — 1973
Wells Fargo Advisors December 2005 - Present
Legg Mason December 2003 - December 2005
NEXUS Financial Network August 1994 - December 2003
American Express Financial Advisors November 1986 - August 1994
Skills
Retirement Planning, Strategic Planning, Risk Management, Securities, Mutual Funds, Investments, Fixed Income, Equities
Education
University of Alabama at Birmingham 1974 — 1978
Bachelor of Science
University of Alabama 1972 — 1973
Diane Summers Diane Summers's Legg Mason Experience 2002 - 2009
Job Former District Supervisor of Events
Industry Events Services
Experience
Crossmark 2014 - 2015
CROSSMARK 2012 - 2014
Elite Marketing 2010 - December 2012
Legg Mason 2002 - 2009
Skills
Sales, Leadership, Recruiting, Employee Relations, Event Planning, Coaching, Customer Service, Entrepreneurship, Investment Properties, Management, Marketing, Real Estate Transactions, Team Building, Training
Education
Triton-College
Business Administration and Management, General
Crossmark 2014 - 2015
CROSSMARK 2012 - 2014
Elite Marketing 2010 - December 2012
Legg Mason 2002 - 2009
Skills
Sales, Leadership, Recruiting, Employee Relations, Event Planning, Coaching, Customer Service, Entrepreneurship, Investment Properties, Management, Marketing, Real Estate Transactions, Team Building, Training
Education
Triton-College
Business Administration and Management, General
Jason Chepenik's Legg Mason Experience November 1994 - September 1999
Job Managing Partner at Chepenik Financial
Industry Financial Services
Experience
Chepenik Financial October 1999 - Present
Legg Mason November 1994 - September 1999
Skills
401k
Education
Tulane University - A.B. Freeman School of Business
Chepenik Financial October 1999 - Present
Legg Mason November 1994 - September 1999
Skills
401k
Education
Tulane University - A.B. Freeman School of Business
Lauri Funk Lauri Funk's Legg Mason Experience October 1999 - June 2007
Job Director at Arthur Bell CPAs
Industry Accounting
Experience
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
Lisa Fulco, CFP®, ChFC®, LUTCF Lisa Fulco, CFP®, ChFC®, LUTCF's Legg Mason Experience 1995 - 1998
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
Nelson Damachi Nelson Damachi's Legg Mason Experience June 2014 - December 2014
Job Software Developer at Accenture Federal Services
Industry Information Technology and Services
Experience
Accenture January 2015 - Present
Legg Mason June 2014 - December 2014
Towson University August 2012 - May 2014
Skills
PL/SQL, SDLC, Databases, Computer Network..., SQL, QA Testing, Unix, Java
Education
Towson University 2010 — 2014
Bachelor of Science (B.Sc.), Information Systems
Towson University 2010 — 2014
Bachelor of Science (B.Sc.), Computer and Information Systems
Accenture January 2015 - Present
Legg Mason June 2014 - December 2014
Towson University August 2012 - May 2014
Skills
PL/SQL, SDLC, Databases, Computer Network..., SQL, QA Testing, Unix, Java
Education
Towson University 2010 — 2014
Bachelor of Science (B.Sc.), Information Systems
Towson University 2010 — 2014
Bachelor of Science (B.Sc.), Computer and Information Systems
Ross Thornton Ross Thornton's Legg Mason Experience May 1996 - July 1997
Job Learning & Organizational Development Consultant at Workforce Learning Solutions
Industry Financial Services
Experience
Workforce Learning Solutions June 2014 - Present
T.Rowe Price Associates March 2010 - June 2014
Williams Scotsman July 1997 - March 2010
Legg Mason May 1996 - July 1997
Skills
Leadership Development, Training, Organizational..., Change Management, Leadership, Employee Training, Coaching, Strategic Planning, Management, Instructional Design, Recruiting, Strategy, Sales Management, Budgets, Project Planning, Sales, Contract Negotiation, Customer Satisfaction, Team Building, Sales Operations, Process Improvement, Contract Management, Sales Process, Onboarding, New Business Development, Program Management, Customer Service, Human Resources, Performance Management, Employee Relations, Talent Management, E-Learning, Business Process..., Analysis, Project Management, Team Leadership, Cross-functional Team..., Business Development, Cold Calling
Education
Towson University
Bachelor of Science, Business Administration and Accounting
Workforce Learning Solutions June 2014 - Present
T.Rowe Price Associates March 2010 - June 2014
Williams Scotsman July 1997 - March 2010
Legg Mason May 1996 - July 1997
Skills
Leadership Development, Training, Organizational..., Change Management, Leadership, Employee Training, Coaching, Strategic Planning, Management, Instructional Design, Recruiting, Strategy, Sales Management, Budgets, Project Planning, Sales, Contract Negotiation, Customer Satisfaction, Team Building, Sales Operations, Process Improvement, Contract Management, Sales Process, Onboarding, New Business Development, Program Management, Customer Service, Human Resources, Performance Management, Employee Relations, Talent Management, E-Learning, Business Process..., Analysis, Project Management, Team Leadership, Cross-functional Team..., Business Development, Cold Calling
Education
Towson University
Bachelor of Science, Business Administration and Accounting
Robert Smoot Robert Smoot's Legg Mason Experience May 2007 - September 2011
Job Software Developer at ClearOne Advantage
Industry Computer Software
Experience
ClearOne Advantage November 2013 - Present
Apex Systems May 2013 - November 2013
Accuvant September 2011 - April 2013
Legg Mason May 2007 - September 2011
Skills
.NET, ASP.NET, Microsoft SQL Server, IIS, XML, SQL, Visual Studio, SDLC, Programming, Database Design, SharePoint, C#, T-SQL, CSS, Agile Methodologies, Web Services, Databases, Perl, SOA, Requirements Gathering, Web Development, T-SQL Stored Procedures, HTML, OOP, AJAX Toolkit, Windows software..., Software Design, Tomcat, Requirements Analysis, Software Integrations, Infragistics, APIs, WCF Services, DotNetNuke, PHP, Silverpop Engage, Software Architectural..., QuickBase, SalesPage, CGI/Perl
Education
University of Maryland Baltimore County 2003 — 2006
BS, Computer Science
Towson University 1995 — 1999
BS, Sport Management
ClearOne Advantage November 2013 - Present
Apex Systems May 2013 - November 2013
Accuvant September 2011 - April 2013
Legg Mason May 2007 - September 2011
Skills
.NET, ASP.NET, Microsoft SQL Server, IIS, XML, SQL, Visual Studio, SDLC, Programming, Database Design, SharePoint, C#, T-SQL, CSS, Agile Methodologies, Web Services, Databases, Perl, SOA, Requirements Gathering, Web Development, T-SQL Stored Procedures, HTML, OOP, AJAX Toolkit, Windows software..., Software Design, Tomcat, Requirements Analysis, Software Integrations, Infragistics, APIs, WCF Services, DotNetNuke, PHP, Silverpop Engage, Software Architectural..., QuickBase, SalesPage, CGI/Perl
Education
University of Maryland Baltimore County 2003 — 2006
BS, Computer Science
Towson University 1995 — 1999
BS, Sport Management
Hank Jackson Hank Jackson's Legg Mason Experience May 1994 - July 1997
Job Responsible for new customer implementations
Industry Computer Software
Experience
Regent Education December 2014 - Present
Logical Consulting Group (LCG). December 2011 - December 2014
SAIC May 2008 - December 2011
SM Consulting, Inc. July 1999 - May 2008
SilverLake Technologies July 1997 - July 1999
Legg Mason May 1994 - July 1997
Skills
Proven leadership skills, Proven business..., Proven project..., Excellent communication..., Extensive experience in..., Extensive experience..., Analysis, Project Management, Software Development, Strategy, Management, Database Design, Management Consulting, Project Delivery, Business Analysis, IT Strategy, IT Management, Leadership, Business Process..., Consulting, Product Management, Strategic Partnerships, Business Intelligence, Vendor Management, Training, Integration, Business Development, PMP, Team Building, Agile Methodologies, Program Management, Risk Management, Project Portfolio..., Budgets, .NET, JavaScript, Requirements Analysis, SDLC, Software Project..., MS Project, Enterprise Architecture, Architecture, SharePoint, Business Process, Cloud Computing, Agile Project Management, Process Improvement, SaaS, Enterprise Software, Security
Education
United States Military Academy at West Point 1986 — 1990
B.S.
Regent Education December 2014 - Present
Logical Consulting Group (LCG). December 2011 - December 2014
SAIC May 2008 - December 2011
SM Consulting, Inc. July 1999 - May 2008
SilverLake Technologies July 1997 - July 1999
Legg Mason May 1994 - July 1997
Skills
Proven leadership skills, Proven business..., Proven project..., Excellent communication..., Extensive experience in..., Extensive experience..., Analysis, Project Management, Software Development, Strategy, Management, Database Design, Management Consulting, Project Delivery, Business Analysis, IT Strategy, IT Management, Leadership, Business Process..., Consulting, Product Management, Strategic Partnerships, Business Intelligence, Vendor Management, Training, Integration, Business Development, PMP, Team Building, Agile Methodologies, Program Management, Risk Management, Project Portfolio..., Budgets, .NET, JavaScript, Requirements Analysis, SDLC, Software Project..., MS Project, Enterprise Architecture, Architecture, SharePoint, Business Process, Cloud Computing, Agile Project Management, Process Improvement, SaaS, Enterprise Software, Security
Education
United States Military Academy at West Point 1986 — 1990
B.S.
Andrew Lazarek Andrew Lazarek's Legg Mason Experience May 2013 - Present
Job Software Developer at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason May 2013 - Present
Legg Mason October 2012 - May 2013
Towson University August 2007 - May 2013
Convergence Technology Consulting January 2011 - May 2011
Skills
Active Directory, Windows Server, Microsoft Office, Virtualization, Citrix, VMware ESX, VMware Player, VMware Workstation, VMware Server, VirtualBox, Bash, SQL*Plus, Android Development, Linux, Joomla, VMware, HTML, OS X, SharePoint, MySQL, Python, Perl, Windows 7, Java, Linux System..., SQL, Talend Open Studio, Oracle, PHP, phpMyAdmin, MSBuild, XML, Networking, Computer Hardware, XP, Troubleshooting, Software Development, Visio, C#, Database Design
Education
Towson University 2010 — 2011
IT, Computer Science
Legg Mason May 2013 - Present
Legg Mason October 2012 - May 2013
Towson University August 2007 - May 2013
Convergence Technology Consulting January 2011 - May 2011
Skills
Active Directory, Windows Server, Microsoft Office, Virtualization, Citrix, VMware ESX, VMware Player, VMware Workstation, VMware Server, VirtualBox, Bash, SQL*Plus, Android Development, Linux, Joomla, VMware, HTML, OS X, SharePoint, MySQL, Python, Perl, Windows 7, Java, Linux System..., SQL, Talend Open Studio, Oracle, PHP, phpMyAdmin, MSBuild, XML, Networking, Computer Hardware, XP, Troubleshooting, Software Development, Visio, C#, Database Design
Education
Towson University 2010 — 2011
IT, Computer Science
Albert Montagna Albert Montagna's Legg Mason Experience December 2003 - May 2009
Job Experienced Financial Services Registered Principal Seeking A New Position Within Financial Services
Industry Financial Services
Experience
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
David Campaigne, CFP®, ChFC®'s Legg Mason Experience June 1997 - March 2001
Job Principal, Sr. Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2001 - Present
Maryland Fellowship of Christian Athletes February 2012 - March 2015
Legg Mason June 1997 - March 2001
Skills
Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Tax Preparation, Alternative Investments, Nonprofits, Wealth Management..., Strategic Planning, Insurance, Securities, Public Speaking
Education
Towson University 1993 — 1997
Bachelor of Arts, Political Science & Economics
Ronald Blue & Co. March 2001 - Present
Maryland Fellowship of Christian Athletes February 2012 - March 2015
Legg Mason June 1997 - March 2001
Skills
Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Tax Preparation, Alternative Investments, Nonprofits, Wealth Management..., Strategic Planning, Insurance, Securities, Public Speaking
Education
Towson University 1993 — 1997
Bachelor of Arts, Political Science & Economics
Bryan Rixham Bryan Rixham's Legg Mason Experience January 2004 - January 2012
Job Senior Data Center Engineer at DigiFlight, Inc.
Industry Information Technology and Services
Experience
DigiFlight, Inc. August 2014 - Present
Total Site Solutions August 2012 - August 2014
Legg Mason January 2004 - January 2012
Comcast October 2002 - January 2004
The Foy Group November 2000 - October 2002
Skills
Troubleshooting, Visio, Project Planning, System Administration, Process Improvement, Project Management, Data Center, MS Project, Program Management, Training, Disaster Recovery, Infrastructure, Business Analysis, Vendor Management, Active Directory, Networking, Windows Server, SDLC, Team Leadership, Windows, Software Documentation, ITIL, Integration, SharePoint, IT Management, Security
Education
University of Maryland Baltimore County 2013 — 2017
Masters in Engineering Management, Information Systems
University of Baltimore 2008 — 2012
Bachelor of Science, Business, Concentration on Computer Information Systems, 3.8
Towson University 2004 — 2005
Computer Science
DigiFlight, Inc. August 2014 - Present
Total Site Solutions August 2012 - August 2014
Legg Mason January 2004 - January 2012
Comcast October 2002 - January 2004
The Foy Group November 2000 - October 2002
Skills
Troubleshooting, Visio, Project Planning, System Administration, Process Improvement, Project Management, Data Center, MS Project, Program Management, Training, Disaster Recovery, Infrastructure, Business Analysis, Vendor Management, Active Directory, Networking, Windows Server, SDLC, Team Leadership, Windows, Software Documentation, ITIL, Integration, SharePoint, IT Management, Security
Education
University of Maryland Baltimore County 2013 — 2017
Masters in Engineering Management, Information Systems
University of Baltimore 2008 — 2012
Bachelor of Science, Business, Concentration on Computer Information Systems, 3.8
Towson University 2004 — 2005
Computer Science
Evan Gittler Evan Gittler's Legg Mason Experience January 2001 - July 2006
Job Principal Cyber Security Systems Engineer at Parsons Corporation
Industry Defense & Space
Experience
Parsons Corporation July 2015 - Present
Northrop Grumman Information Systems February 2010 - June 2015
H.I.D.T.A. / Maryland Department of Public Safety and Correctional Services July 2006 - January 2010
Legg Mason January 2001 - July 2006
T. Rowe Price January 1999 - January 2001
Black & Decker October 1998 - December 1998
Zurich July 1998 - October 1998
National Cable Communications September 1996 - February 1998
Skills
Active Directory, Storage Area Networks, Linux, SQL, Clustering, Virtualization, Windows, VMware, Citrix, Security, Cisco, Disaster Recovery, SQL Server, HTML, DNS, Microsoft SQL Server, Cisco Technologies, Solaris, Networking, Troubleshooting, Red Hat Linux, Network Security, Microsoft Exchange, Cluster
Education
University of Maryland Baltimore County 2012 — 2013
Graduate Certificate, Cyber Security Strategy and Policy
Towson University 1991 — 1996
Bachelor of Science, Mass Communications / Advertising
Parsons Corporation July 2015 - Present
Northrop Grumman Information Systems February 2010 - June 2015
H.I.D.T.A. / Maryland Department of Public Safety and Correctional Services July 2006 - January 2010
Legg Mason January 2001 - July 2006
T. Rowe Price January 1999 - January 2001
Black & Decker October 1998 - December 1998
Zurich July 1998 - October 1998
National Cable Communications September 1996 - February 1998
Skills
Active Directory, Storage Area Networks, Linux, SQL, Clustering, Virtualization, Windows, VMware, Citrix, Security, Cisco, Disaster Recovery, SQL Server, HTML, DNS, Microsoft SQL Server, Cisco Technologies, Solaris, Networking, Troubleshooting, Red Hat Linux, Network Security, Microsoft Exchange, Cluster
Education
University of Maryland Baltimore County 2012 — 2013
Graduate Certificate, Cyber Security Strategy and Policy
Towson University 1991 — 1996
Bachelor of Science, Mass Communications / Advertising
Christopher J. Golini, CFP® Christopher J. Golini, CFP®'s Legg Mason Experience January 1997 - January 2006
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
SmithBarney January 2006 - May 2009
Legg Mason January 1997 - January 2006
Education
Trinity College-Hartford 1990 — 1994
BA, Economics and Computer Science
Wells Fargo Advisors, LLC May 2009 - Present
SmithBarney January 2006 - May 2009
Legg Mason January 1997 - January 2006
Education
Trinity College-Hartford 1990 — 1994
BA, Economics and Computer Science
Irina DiMaio's Legg Mason Experience May 2008 - Present
Job Director, National Accounts
Industry Financial Services
Experience
Legg Mason May 2008 - Present
Legg Mason October 2005 - April 2008
Legg Mason October 2005 - August 2006
Pioneer Investments March 2005 - October 2005
Pioneer Investments 2003 - 2005
Skills
Asset Allocation, Alternative Investments, Series 7, Investments, Mutual Funds, Series 63, Asset Management, Securities, Finance, Investment Advisory, Equities, Financial Services, Fixed Income
Education
Tufts University 1996 — 2000
BS, Electrical Engineering
Matignon High School 1992 — 1996
Liberal Arts
Legg Mason May 2008 - Present
Legg Mason October 2005 - April 2008
Legg Mason October 2005 - August 2006
Pioneer Investments March 2005 - October 2005
Pioneer Investments 2003 - 2005
Skills
Asset Allocation, Alternative Investments, Series 7, Investments, Mutual Funds, Series 63, Asset Management, Securities, Finance, Investment Advisory, Equities, Financial Services, Fixed Income
Education
Tufts University 1996 — 2000
BS, Electrical Engineering
Matignon High School 1992 — 1996
Liberal Arts
Aditya (Adi) Sheth Aditya (Adi) Sheth's Legg Mason Experience May 2004 - August 2004
Job Senior Buyer at M S International, Inc
Industry Building Materials
Experience
M S International, Inc June 2005 - Present
M S International, Inc. June 2005 - Present
Legg Mason May 2004 - August 2004
Skills
Inventory Management, Purchasing, Logistics, Negotiation, Sourcing, Marketing, Management, Merchandising, Sales, Supply Chain Management, Analysis, Supply Chain, Project Management, Teamwork, Procurement, Contract Negotiation, Retail, New Business Development, Product Development
Education
University at Buffalo 2002 — 2005
Bachelor of Science (B.S.), Business
R A Podar College School of Commerce and Economics 1999 — 2002
Bachelor, Business
P G Garodia English High School 1986 — 1998
M S International, Inc June 2005 - Present
M S International, Inc. June 2005 - Present
Legg Mason May 2004 - August 2004
Skills
Inventory Management, Purchasing, Logistics, Negotiation, Sourcing, Marketing, Management, Merchandising, Sales, Supply Chain Management, Analysis, Supply Chain, Project Management, Teamwork, Procurement, Contract Negotiation, Retail, New Business Development, Product Development
Education
University at Buffalo 2002 — 2005
Bachelor of Science (B.S.), Business
R A Podar College School of Commerce and Economics 1999 — 2002
Bachelor, Business
P G Garodia English High School 1986 — 1998
Ozgur Karaosmanoglu's Legg Mason Experience May 1990 - March 1993
Job Senior Vice President, Investments at Raymond James/ Managing Director
Industry Investment Management
Experience
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Lindsay Frazier, PMP, PMI-RMP Lindsay Frazier, PMP, PMI-RMP's Legg Mason Experience September 2002 - May 2003
Job Experienced DoD Project Manager
Industry Management Consulting
Experience
Booz Allen Hamilton January 2012 - Present
Booz Allen Hamilton April 2009 - December 2012
Booz Allen Hamilton April 2007 - March 2009
Booz Allen Hamilton May 2006 - March 2007
T. Rowe Price October 2003 - May 2006
Legg Mason September 2002 - May 2003
Skills
Program Management, Business Process..., Strategy, PMP, Process Improvement, PMO, Project Management, Strategic Planning, Earned Value Management, Business Transformation, Governance, Cross-functional Team..., MS Project, Management Consulting, Project Portfolio..., Business Analysis, Business Process, Microsoft Project
Education
Leadership Southern Maryland 2014 — 2015
University of Notre Dame - Mendoza College of Business 2014 — 2015
Executive Certificate in Leadership
University of Maryland University College 2007 — 2009
Master of Business Administration (M.B.A.)
Towson University 1999 — 2003
Bachelor's Degree, Business Administration, Management
Booz Allen Hamilton January 2012 - Present
Booz Allen Hamilton April 2009 - December 2012
Booz Allen Hamilton April 2007 - March 2009
Booz Allen Hamilton May 2006 - March 2007
T. Rowe Price October 2003 - May 2006
Legg Mason September 2002 - May 2003
Skills
Program Management, Business Process..., Strategy, PMP, Process Improvement, PMO, Project Management, Strategic Planning, Earned Value Management, Business Transformation, Governance, Cross-functional Team..., MS Project, Management Consulting, Project Portfolio..., Business Analysis, Business Process, Microsoft Project
Education
Leadership Southern Maryland 2014 — 2015
University of Notre Dame - Mendoza College of Business 2014 — 2015
Executive Certificate in Leadership
University of Maryland University College 2007 — 2009
Master of Business Administration (M.B.A.)
Towson University 1999 — 2003
Bachelor's Degree, Business Administration, Management
Sherry Fones's Legg Mason Experience May 2010 - Present
Job AVP, Benefits Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2010 - Present
Legg Mason August 2003 - May 2010
Skills
Customer Service, Onboarding, PeopleSoft
Education
Towson University 1996 — 2001
Legg Mason May 2010 - Present
Legg Mason August 2003 - May 2010
Skills
Customer Service, Onboarding, PeopleSoft
Education
Towson University 1996 — 2001
Tina Heidrick Tina Heidrick's Legg Mason Experience 1994 - 2003
Job Realtor at Berkshire Hathaway HomeServices PenFed Realty
Industry Real Estate
Experience
Berkshire Hathaway HomeServices PenFed Realty December 2014 - Present
Prudential PenFed Realty July 2013 - December 2014
Legg Mason 1994 - 2003
Ferris Baker Watts 1991 - 1994
Skills
Buyer Representation, First Time Home Buyers, Short Sales, Relocation, Listings, Sellers, New Home Sales, Foreclosures, Single Family Homes, Condos, Referrals, Real Estate, Investment Properties, Investors, Townhomes, Real Estate Transactions, Residential Homes, Buyers
Education
Towson University 1988 — 1992
Bachelor of Science (BS), Business/Finance
Institute of Notre Dame 1984 — 1988
Berkshire Hathaway HomeServices PenFed Realty December 2014 - Present
Prudential PenFed Realty July 2013 - December 2014
Legg Mason 1994 - 2003
Ferris Baker Watts 1991 - 1994
Skills
Buyer Representation, First Time Home Buyers, Short Sales, Relocation, Listings, Sellers, New Home Sales, Foreclosures, Single Family Homes, Condos, Referrals, Real Estate, Investment Properties, Investors, Townhomes, Real Estate Transactions, Residential Homes, Buyers
Education
Towson University 1988 — 1992
Bachelor of Science (BS), Business/Finance
Institute of Notre Dame 1984 — 1988
Brian Lynn's Legg Mason Experience February 1995 - July 2002
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2002 - Present
Legg Mason February 1995 - July 2002
Skills
Investments, Insurance, Finance
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Political Economy
Wells Fargo Advisors July 2002 - Present
Legg Mason February 1995 - July 2002
Skills
Investments, Insurance, Finance
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Political Economy
Mark Meyers Mark Meyers's Legg Mason Experience March 1999 - Present
Job Vice President, Senior Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason March 1999 - Present
Symphony Health Services August 1995 - March 1999
Duty Free International, Inc May 1994 - August 1995
Skills
Sarbanes-Oxley Act, Account Reconciliation, Payroll, Vendor Management, Business Process..., PeopleSoft, Auditing, Investments, Internal Controls, ADP Payroll, Journal Entries, Management, Invoicing, Accruals, Financial Reporting, Payroll Taxes, Accounting, General Ledger, Strategic Financial..., Process Improvement
Education
Towson University
BS, Business Administration
Legg Mason March 1999 - Present
Symphony Health Services August 1995 - March 1999
Duty Free International, Inc May 1994 - August 1995
Skills
Sarbanes-Oxley Act, Account Reconciliation, Payroll, Vendor Management, Business Process..., PeopleSoft, Auditing, Investments, Internal Controls, ADP Payroll, Journal Entries, Management, Invoicing, Accruals, Financial Reporting, Payroll Taxes, Accounting, General Ledger, Strategic Financial..., Process Improvement
Education
Towson University
BS, Business Administration
Byron T. Deese Byron T. Deese's Legg Mason Experience December 2009 - August 2012
Job Group Retirement Plan Services for businesses and nonprofit organizations.
Industry Financial Services
Experience
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Jeff Link Jeff Link's Legg Mason Experience November 1997 - December 2003
Job Financial Analyst enabling proactive investment decisions through Blue Line Investing™.
Industry Financial Services
Experience
Guardian Capital Advisors, LLC February 2010 - Present
Stifel Nicolaus January 2004 - February 2010
Legg Mason November 1997 - December 2003
Smith Barney March 1996 - November 1997
Skills
Portfolio Management, Asset Management, Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, 401k, Insurance
Education
University at Buffalo 1991 — 1995
Bachelor of Science in Business Administration, Finance and Marketing with a minor in Accounting
Guardian Capital Advisors, LLC February 2010 - Present
Stifel Nicolaus January 2004 - February 2010
Legg Mason November 1997 - December 2003
Smith Barney March 1996 - November 1997
Skills
Portfolio Management, Asset Management, Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, 401k, Insurance
Education
University at Buffalo 1991 — 1995
Bachelor of Science in Business Administration, Finance and Marketing with a minor in Accounting
Gregory Banasz Gregory Banasz's Legg Mason Experience January 2000 - November 2005
Job Managing Director Founding Partner at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Daniel Morris Daniel Morris's Legg Mason Experience 2008 - 2012
Job Head of Strategic Marketing, DST Brokerage Solutions
Industry Financial Services
Experience
DST Systems 2012 - Present
Legg Mason 2008 - 2012
Legg Mason 2006 - 2008
Legg Mason 2004 - 2006
Legg Mason 2001 - 2004
Skills
Change Management, Project Planning, Project Management, Internal Communications, Program Management, Vendor Management, Marketing Communications, Training, Financial Services, Strategic Planning, Marketing, Budgets, Management, Contract Negotiation, Marketing Activation, Media Relations, Brand Development, Public Relations, Sales Messaging, Sales&Marketing, Relationship Management
Education
Towson University
B.S., Communications
DST Systems 2012 - Present
Legg Mason 2008 - 2012
Legg Mason 2006 - 2008
Legg Mason 2004 - 2006
Legg Mason 2001 - 2004
Skills
Change Management, Project Planning, Project Management, Internal Communications, Program Management, Vendor Management, Marketing Communications, Training, Financial Services, Strategic Planning, Marketing, Budgets, Management, Contract Negotiation, Marketing Activation, Media Relations, Brand Development, Public Relations, Sales Messaging, Sales&Marketing, Relationship Management
Education
Towson University
B.S., Communications
Chris Roos's Legg Mason Experience February 2003 - February 2007
Job VP Institutional Sales Energy Capital One Securities, Inc.
Industry Investment Banking
Experience
Capital One Securities, Inc. February 2007 - Present
Legg Mason February 2003 - February 2007
Morgan Stanley February 1999 - February 2004
Skills
Investments, Equities, Series 7, Alternative Investments, Portfolio Management, Series 63, Financial Modeling, Asset Management, Capital Markets, Hedge Funds, Asset Allocation, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds
Education
Tulane University
BS, Bachelor's degree, Social Sciences and Business Administration
Culver Military Academy 1984 — 1988
Capital One Securities, Inc. February 2007 - Present
Legg Mason February 2003 - February 2007
Morgan Stanley February 1999 - February 2004
Skills
Investments, Equities, Series 7, Alternative Investments, Portfolio Management, Series 63, Financial Modeling, Asset Management, Capital Markets, Hedge Funds, Asset Allocation, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds
Education
Tulane University
BS, Bachelor's degree, Social Sciences and Business Administration
Culver Military Academy 1984 — 1988
Benjamin Quattrone's Legg Mason Experience January 2008 - August 2008
Job Experienced Associate at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC October 2014 - Present
KPMG September 2012 - October 2014
CSC October 2011 - September 2012
PNC Financial Services May 2010 - June 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Legg Mason January 2008 - August 2008
Specialized Marketing International June 2006 - July 2007
Skills
Financial Reporting, Financial Analysis, Analysis, Auditing, Microsoft Excel, Management, Finance, Access, Excel, Accounting, Risk Management, Spreadsheets, Economics, Due Diligence, Data Analysis, Research, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Budgets, Training, Accounts Receivable, Forecasting, Project Management
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Management
Towson University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Severna Park High School
General
PwC October 2014 - Present
KPMG September 2012 - October 2014
CSC October 2011 - September 2012
PNC Financial Services May 2010 - June 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Legg Mason January 2008 - August 2008
Specialized Marketing International June 2006 - July 2007
Skills
Financial Reporting, Financial Analysis, Analysis, Auditing, Microsoft Excel, Management, Finance, Access, Excel, Accounting, Risk Management, Spreadsheets, Economics, Due Diligence, Data Analysis, Research, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Budgets, Training, Accounts Receivable, Forecasting, Project Management
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Management
Towson University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Severna Park High School
General
Ben Lightner Ben Lightner's Legg Mason Experience March 2007 - May 2009
Job Director of eCommerce at Medifast, Inc
Industry Information Technology and Services
Experience
Medifast, Inc July 2015 - Present
Medifast, Inc July 2014 - Present
Medifast, Inc April 2012 - Present
The Cornerstone Professional Group May 2009 - January 2012
Legg Mason March 2007 - May 2009
Legg Mason March 2006 - March 2007
Altieri Homes March 2004 - March 2006
Impact Labs January 2003 - March 2004
Skills
E-commerce, Project Management, Marketing, Online Marketing, Marketing Strategy, Direct Marketing, Email Marketing, Agile Methodologies, Agile Project Management, Vendor Management, PMP, MS Project, Business Analysis, Process Improvement, Microsoft Project, Software Project..., Requirements Analysis, SDLC, IT Management, Business Requirements, Visio, PMO, Analysis, Project Delivery
Education
Towson University 1999 — 2004
BS, Electronic Business/Marketing
Medifast, Inc July 2015 - Present
Medifast, Inc July 2014 - Present
Medifast, Inc April 2012 - Present
The Cornerstone Professional Group May 2009 - January 2012
Legg Mason March 2007 - May 2009
Legg Mason March 2006 - March 2007
Altieri Homes March 2004 - March 2006
Impact Labs January 2003 - March 2004
Skills
E-commerce, Project Management, Marketing, Online Marketing, Marketing Strategy, Direct Marketing, Email Marketing, Agile Methodologies, Agile Project Management, Vendor Management, PMP, MS Project, Business Analysis, Process Improvement, Microsoft Project, Software Project..., Requirements Analysis, SDLC, IT Management, Business Requirements, Visio, PMO, Analysis, Project Delivery
Education
Towson University 1999 — 2004
BS, Electronic Business/Marketing
Stephanie Langford Stephanie Langford's Legg Mason Experience July 2003 - December 2005
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Citi Smith Barney January 2005 - December 2008
Legg Mason July 2003 - December 2005
Legg Mason October 1999 - July 2003
Skills
Spreadsheets, Expenses, Outlook, Calendars, Travel Arrangements, Administrative..., Financial Services, Concur
Education
Towson University
BS, Early Childhood Education
Morgan Stanley Smith Barney January 2009 - Present
Citi Smith Barney January 2005 - December 2008
Legg Mason July 2003 - December 2005
Legg Mason October 1999 - July 2003
Skills
Spreadsheets, Expenses, Outlook, Calendars, Travel Arrangements, Administrative..., Financial Services, Concur
Education
Towson University
BS, Early Childhood Education
Josh Ludwig Josh Ludwig's Legg Mason Experience 2003 - 2005
Job President at Ludwig Painting, Inc.
Industry Construction
Experience
Ludwig Painting, Inc. June 2005 - Present
Legg Mason 2003 - 2005
Skills
Construction, Contractors, Renovation, Custom Homes, Residential Homes, Contract Negotiation, Contract Management, Budgets, Painting, Customer Service, Customer Satisfaction, Customer Oriented, Leadership, Team Building, Strategic Planning, Project Management, Process Improvement
Education
Towson University 1999 — 2003
Bachelor of Science (BS), business administration/finance
Ludwig Painting, Inc. June 2005 - Present
Legg Mason 2003 - 2005
Skills
Construction, Contractors, Renovation, Custom Homes, Residential Homes, Contract Negotiation, Contract Management, Budgets, Painting, Customer Service, Customer Satisfaction, Customer Oriented, Leadership, Team Building, Strategic Planning, Project Management, Process Improvement
Education
Towson University 1999 — 2003
Bachelor of Science (BS), business administration/finance
Will Schaefer Will Schaefer's Legg Mason Experience 2003 - 2005
Job Project Manager, Transfer Agent Manager, Open End Mutual Fund Specialist
Industry Financial Services
Experience
Commonwealth Companies of Virginia 2006 - Present
Legg Mason 2003 - 2005
Acro Graphics, Inc. December 1997 - January 2003
Newport Shores Mortgage Inc 2002 - 2003
Skills
Customer Service, Microsoft Office, Strategic Planning, Management, Project Management, Financial Analysis, Asset Management, Contract Negotiation, Process Improvement, Leadership, Banking, Equities, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Towson University 1997 — 1999
Bachelor's Degree, Psychology, Business Management
St. John's College High School 1990 — 1994
High School
OLOM
Commonwealth Companies of Virginia 2006 - Present
Legg Mason 2003 - 2005
Acro Graphics, Inc. December 1997 - January 2003
Newport Shores Mortgage Inc 2002 - 2003
Skills
Customer Service, Microsoft Office, Strategic Planning, Management, Project Management, Financial Analysis, Asset Management, Contract Negotiation, Process Improvement, Leadership, Banking, Equities, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Towson University 1997 — 1999
Bachelor's Degree, Psychology, Business Management
St. John's College High School 1990 — 1994
High School
OLOM
Oscar Cajiao's Legg Mason Experience February 2014 - Present
Job Regional Vice President at CI RAVEN &GIRALDO EXOTIC FRUITS
Industry Financial Services
Experience
CI RAVEN &GIRALDO EXOTIC FRUITS February 2015 - Present
VIVENTA August 2014 - Present
Equifax February 2014 - Present
Invesco Ltd. February 2014 - Present
Legg Mason February 2014 - Present
Primerica February 2014 - Present
Skills
Colombia's Real Estate..., International Investment, Financial Services, Financial Needs Analysis, Term Life Insurance, Mutual Funds, IRAs, Retirement Planning, Small Business..., Credit Scoring, Debt Settlement, College Savings Plans, 529 Plans, Education Funding, Emergency Funding, Import/Export Operations, Fresh Produce
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Rosario 2009 — 2013
FINANCE AND ECONOMICS
CI RAVEN &GIRALDO EXOTIC FRUITS February 2015 - Present
VIVENTA August 2014 - Present
Equifax February 2014 - Present
Invesco Ltd. February 2014 - Present
Legg Mason February 2014 - Present
Primerica February 2014 - Present
Skills
Colombia's Real Estate..., International Investment, Financial Services, Financial Needs Analysis, Term Life Insurance, Mutual Funds, IRAs, Retirement Planning, Small Business..., Credit Scoring, Debt Settlement, College Savings Plans, 529 Plans, Education Funding, Emergency Funding, Import/Export Operations, Fresh Produce
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Rosario 2009 — 2013
FINANCE AND ECONOMICS
Michael C. Smith, CFP Michael C. Smith, CFP's Legg Mason Experience October 1999 - July 2004
Job Unbiased Certified Financial Planner at Financial Finesse
Industry Financial Services
Experience
Financial Finesse April 2010 - Present
M&T Bank June 2006 - September 2009
Levin Group July 2004 - May 2006
Legg Mason October 1999 - July 2004
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investments, 401k, Portfolio Management, Investment Advisory, Asset Managment, Financial Advisory, Personal Finance
Education
Towson University 1985 — 1988
B.S., Business Administration
University of Baltimore
MBA, Business Administration
Financial Finesse April 2010 - Present
M&T Bank June 2006 - September 2009
Levin Group July 2004 - May 2006
Legg Mason October 1999 - July 2004
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investments, 401k, Portfolio Management, Investment Advisory, Asset Managment, Financial Advisory, Personal Finance
Education
Towson University 1985 — 1988
B.S., Business Administration
University of Baltimore
MBA, Business Administration
Chad Kormanis's Legg Mason Experience 1996 - 1999
Job Product Technologist Consultant
Industry Information Technology and Services
Experience
Dell April 2009 - Present
TDAMERITRADE June 2000 - January 2009
Connected Resources 1999 - 2000
Legg Mason 1996 - 1999
Skills
Virtualization, VMware, Servers, Windows Server, Active Directory, VMware ESX, Security, Citrix, Disaster Recovery, Hardware, Storage Area Networks, Data Center, Dell PowerEdge Servers, Troubleshooting, SAN, DNS, HP, Storage, System Administration, Cluster, Group Policy, Server Architecture, SharePoint, System Deployment, VDI, vSphere, Cloud Computing, VMware Infrastructure, SCCM, Microsoft Exchange, HPCC, Operating Systems, Hyper-V, DHCP, Cisco Technologies, Microsoft Technologies, Citrix Metaframe, Firewalls, Network Security, NAS, Windows 7, Salesforce.com, Pre-sales, Sales Process
Education
Towson University 1989 — 1994
BS, Business Administration
Dell April 2009 - Present
TDAMERITRADE June 2000 - January 2009
Connected Resources 1999 - 2000
Legg Mason 1996 - 1999
Skills
Virtualization, VMware, Servers, Windows Server, Active Directory, VMware ESX, Security, Citrix, Disaster Recovery, Hardware, Storage Area Networks, Data Center, Dell PowerEdge Servers, Troubleshooting, SAN, DNS, HP, Storage, System Administration, Cluster, Group Policy, Server Architecture, SharePoint, System Deployment, VDI, vSphere, Cloud Computing, VMware Infrastructure, SCCM, Microsoft Exchange, HPCC, Operating Systems, Hyper-V, DHCP, Cisco Technologies, Microsoft Technologies, Citrix Metaframe, Firewalls, Network Security, NAS, Windows 7, Salesforce.com, Pre-sales, Sales Process
Education
Towson University 1989 — 1994
BS, Business Administration
Joseph Fernandes's Legg Mason Experience January 2000 - January 2005
Job Managing Partner The 401k Group LLC
Industry Financial Services
Experience
Self-employed January 1997 - Present
Merrill Lynch January 2004 - January 2008
Legg Mason January 2000 - January 2005
Skills
Series 7, Retirement, Estate Planning, Fixed Annuities, Series 63, Insurance, Series 65,, Series 9, Series 10, Life Insurance, Health Insurance, Group Benefit Plans, Employee Benefits, 403 b, Retirement Planning, 401k, Finance, Mutual Funds, Investments, Wealth Management, Financial Planning
Education
Union County College 1979 — 1982
Associate's degree, Business Administration and Management, General
Hillside High School 1974 — 1978
Self-employed January 1997 - Present
Merrill Lynch January 2004 - January 2008
Legg Mason January 2000 - January 2005
Skills
Series 7, Retirement, Estate Planning, Fixed Annuities, Series 63, Insurance, Series 65,, Series 9, Series 10, Life Insurance, Health Insurance, Group Benefit Plans, Employee Benefits, 403 b, Retirement Planning, 401k, Finance, Mutual Funds, Investments, Wealth Management, Financial Planning
Education
Union County College 1979 — 1982
Associate's degree, Business Administration and Management, General
Hillside High School 1974 — 1978
John W. Damian John W. Damian's Legg Mason Experience January 2004 - December 2005
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
Ryan Wibberley Ryan Wibberley's Legg Mason Experience September 1994 - March 1999
Job Chairman and CEO, CIC Wealth
Industry Financial Services
Experience
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
Timm Bechter's Legg Mason Experience June 2002 - October 2005
Job Founder/CEO Paulownia Holdings, LLC
Industry Financial Services
Experience
Paulownia Holdings, LLC January 2012 - Present
Paulownia Press 2013 - 2013
Waddell & Reed October 2005 - November 2011
Legg Mason June 2002 - October 2005
Legg Mason June 1999 - June 2002
Solite Corporation January 1993 - August 1997
Solite Corporation July 1990 - December 1992
Skills
Manufacturing..., Team Leadership, Process Improvement, Process Engineering, Environmental..., Environmental Compliance, Investment Management, Financial Analysis, Equity Research, Equities, Equity Valuation, Series 7, Financial Modeling, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Ocean Engineering
Paulownia Holdings, LLC January 2012 - Present
Paulownia Press 2013 - 2013
Waddell & Reed October 2005 - November 2011
Legg Mason June 2002 - October 2005
Legg Mason June 1999 - June 2002
Solite Corporation January 1993 - August 1997
Solite Corporation July 1990 - December 1992
Skills
Manufacturing..., Team Leadership, Process Improvement, Process Engineering, Environmental..., Environmental Compliance, Investment Management, Financial Analysis, Equity Research, Equities, Equity Valuation, Series 7, Financial Modeling, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Ocean Engineering
Bricen Weeks Bricen Weeks's Legg Mason Experience July 1995 - September 2001
Job Owner at Brice's Barbershop LLC
Industry Sports
Experience
Brice's Barbershop LLC November 2002 - Present
Legg Mason July 1995 - September 2001
Skills
Sales, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Networking, New Business Development, Event Management, Marketing Communications, Small Business, Online Marketing, Online Advertising, Customer Service, Management
Education
Towson University 1991 — 1995
B/S, Economics
Brice's Barbershop LLC November 2002 - Present
Legg Mason July 1995 - September 2001
Skills
Sales, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Social Networking, New Business Development, Event Management, Marketing Communications, Small Business, Online Marketing, Online Advertising, Customer Service, Management
Education
Towson University 1991 — 1995
B/S, Economics
John Soos John Soos's Legg Mason Experience 1988 - 1989
Job Teacher in the Baltimore County Public Schools
Industry Primary/Secondary Education
Experience
Baltimore County Public Schools July 1996 - Present
Control Data Business Management Services (now Ceridian) 1989 - 1992
Legg Mason 1988 - 1989
Skills
Lesson Planning, Differentiated..., Classroom Management, Classroom, Curriculum Development, Literacy, K-12, Educational Leadership
Education
University of Maryland Baltimore County
Master of Arts (MA), Historical Studies
Towson University 1992 — 1995
Teacher Certification
University of Maryland Baltimore County 1982 — 1987
Bachelor of Arts (BA), History
Lansdowne Senior High School 1979 — 1982
Diploma
Baltimore County Public Schools July 1996 - Present
Control Data Business Management Services (now Ceridian) 1989 - 1992
Legg Mason 1988 - 1989
Skills
Lesson Planning, Differentiated..., Classroom Management, Classroom, Curriculum Development, Literacy, K-12, Educational Leadership
Education
University of Maryland Baltimore County
Master of Arts (MA), Historical Studies
Towson University 1992 — 1995
Teacher Certification
University of Maryland Baltimore County 1982 — 1987
Bachelor of Arts (BA), History
Lansdowne Senior High School 1979 — 1982
Diploma
Angela Wiley Angela Wiley's Legg Mason Experience September 1999 - Present
Job Director, Compensation Analyst
Industry Financial Services
Experience
Legg Mason September 1999 - Present
Baltimore County Public Schools January 2005 - June 2006
Skills
Executive Pay, PeopleSoft, Budgets, Human Resources, Employee Benefits, Analysis, Deferred Compensation, Compensation & Benefit, Market Pricing, Yellow Belt, Project Management
Education
Towson University 2011 — 2015
Master of Science (M.S.), Human Resources Development
Towson University 2003 — 2005
Master of Arts (M.A.), Secondary Education and Teaching
Wheeling Jesuit University 1995 — 1999
Bachelor of Science (B.S.), Mathematics and Computer Science
Legg Mason September 1999 - Present
Baltimore County Public Schools January 2005 - June 2006
Skills
Executive Pay, PeopleSoft, Budgets, Human Resources, Employee Benefits, Analysis, Deferred Compensation, Compensation & Benefit, Market Pricing, Yellow Belt, Project Management
Education
Towson University 2011 — 2015
Master of Science (M.S.), Human Resources Development
Towson University 2003 — 2005
Master of Arts (M.A.), Secondary Education and Teaching
Wheeling Jesuit University 1995 — 1999
Bachelor of Science (B.S.), Mathematics and Computer Science
Brian Deal Brian Deal's Legg Mason Experience December 2006 - April 2012
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - September 2015
Ameriprise Financial Services, Inc. July 2013 - October 2014
Legg Mason December 2006 - April 2012
MetLife December 2003 - December 2006
Travelers December 2000 - December 2003
Travelers October 1998 - December 2000
Travelers December 1996 - November 1998
Education
University of Arizona 1990 — 1994
BA, Business & Technical Spanish
Universidad de Santiago de Compostela 1991 — 1992
BA, Spanish
Ameriprise Financial Services, Inc. October 2014 - September 2015
Ameriprise Financial Services, Inc. July 2013 - October 2014
Legg Mason December 2006 - April 2012
MetLife December 2003 - December 2006
Travelers December 2000 - December 2003
Travelers October 1998 - December 2000
Travelers December 1996 - November 1998
Education
University of Arizona 1990 — 1994
BA, Business & Technical Spanish
Universidad de Santiago de Compostela 1991 — 1992
BA, Spanish
Greg Erwinski Greg Erwinski's Legg Mason Experience February 1999 - June 2010
Job Director, Global Business Development, AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2010 - Present
Legg Mason February 1999 - June 2010
Dreyfus March 1997 - January 1999
Skills
Inclusive Leadership, Collaborative Problem..., Distribution Strategies, Strategic Partnerships, Partner Development, Partner Management, Organizational..., Thought Leadership, Sales Effectiveness, Goal-driven leader, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Mutual Funds, Hedge Funds, Separately Managed..., Strategic Vision, Visionary, Outcome focused, Commercial Focus, Solution Development
Education
Towson University 1992 — 1996
Bachelor of Science (BS), Finance, General
AllianceBernstein July 2010 - Present
Legg Mason February 1999 - June 2010
Dreyfus March 1997 - January 1999
Skills
Inclusive Leadership, Collaborative Problem..., Distribution Strategies, Strategic Partnerships, Partner Development, Partner Management, Organizational..., Thought Leadership, Sales Effectiveness, Goal-driven leader, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Mutual Funds, Hedge Funds, Separately Managed..., Strategic Vision, Visionary, Outcome focused, Commercial Focus, Solution Development
Education
Towson University 1992 — 1996
Bachelor of Science (BS), Finance, General
Julian Willis's Legg Mason Experience 1997 - 1999
Job Director, Marketing and Public Relations
Industry Financial Services
Experience
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
James Harlow James Harlow's Legg Mason Experience May 2004 - November 2005
Job Vice President at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management May 2012 - Present
Visuell Interactive June 2011 - April 2012
Stifel Nicolaus December 2005 - June 2011
Legg Mason May 2004 - November 2005
Legg Mason August 2003 - May 2004
Legg Mason September 2002 - June 2003
Skills
Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, Equity Research, Budgets, Investment Management, Accounting, Research, Insurance, Financial Modeling, Valuation
Education
Trinity College-Hartford 1998 — 2002
BA, Economics
Novare Capital Management May 2012 - Present
Visuell Interactive June 2011 - April 2012
Stifel Nicolaus December 2005 - June 2011
Legg Mason May 2004 - November 2005
Legg Mason August 2003 - May 2004
Legg Mason September 2002 - June 2003
Skills
Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, Equity Research, Budgets, Investment Management, Accounting, Research, Insurance, Financial Modeling, Valuation
Education
Trinity College-Hartford 1998 — 2002
BA, Economics
Scott McCrossin Scott McCrossin's Legg Mason Experience 2005 - 2007
Job Retired
Industry Financial Services
Experience
Retired November 2014 - Present
SFM Financial Planning February 2007 - November 2014
Legg Mason 2005 - 2007
Smith Barney September 1989 - December 2005
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / Business Administration
University at Albany, SUNY 1980 — 1985
BS BA, Accounting
Retired November 2014 - Present
SFM Financial Planning February 2007 - November 2014
Legg Mason 2005 - 2007
Smith Barney September 1989 - December 2005
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / Business Administration
University at Albany, SUNY 1980 — 1985
BS BA, Accounting
Aongus Fadden Aongus Fadden's Legg Mason Experience 2005 - 2006
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
RBC Wealth Management 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Legg Mason 2005 - 2006
Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management
Education
University College Dublin 1993 — 1996
Morgan Stanley 2012 - Present
RBC Wealth Management 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Legg Mason 2005 - 2006
Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management
Education
University College Dublin 1993 — 1996
Debbie Flores, MBA/J.D. Debbie Flores, MBA/J.D.'s Legg Mason Experience February 1999 - July 2003
Job Financial Services Professional
Industry Financial Services
Experience
Constellation Energy December 2006 - Present
Allegis Group December 2004 - December 2006
Wells Fargo July 2003 - December 2004
Legg Mason February 1999 - July 2003
Education
Towson University 2005 — 2008
MBA, MBA Joint Program with UB
University of Baltimore 2005 — 2008
M.B.A in Finance, Finance, International Business
Constellation Energy December 2006 - Present
Allegis Group December 2004 - December 2006
Wells Fargo July 2003 - December 2004
Legg Mason February 1999 - July 2003
Education
Towson University 2005 — 2008
MBA, MBA Joint Program with UB
University of Baltimore 2005 — 2008
M.B.A in Finance, Finance, International Business
Alexandra Choinski's Legg Mason Experience June 2014 - August 2014
Job Account Coordinator at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
Legg Mason June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Strategic Planning, Budgets, Social Media, Marketing, Social Media Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (BS), Marketing
Università degli Studi di Firenze 2013 — 2014
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
Legg Mason June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Strategic Planning, Budgets, Social Media, Marketing, Social Media Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (BS), Marketing
Università degli Studi di Firenze 2013 — 2014
Brad Richter Brad Richter's Legg Mason Experience 2008 - 2009
Job Lead Business Analyst at BellEse Technologies
Industry Information Technology and Services
Experience
BellEse Technologies May 2014 - Present
BellEse Technologies August 2012 - May 2014
The University of Maryland Medical System January 2012 - July 2012
Sogeti USA June 2009 - December 2011
Legg Mason 2008 - 2009
Skills
Quality Center, Requirements Analysis, Visio, Business Analysis, SQL, Process Improvement, System Administration, System Deployment, SDLC, SharePoint, ITIL, Microsoft SQL Server, Testing, Requirements Gathering, Software Development, Databases, Scrum, PL/SQL, Visual Basic, Systems Analysis, Healthcare Information...
Education
Towson University 2005 — 2008
BS, Computer Information Systems
BellEse Technologies May 2014 - Present
BellEse Technologies August 2012 - May 2014
The University of Maryland Medical System January 2012 - July 2012
Sogeti USA June 2009 - December 2011
Legg Mason 2008 - 2009
Skills
Quality Center, Requirements Analysis, Visio, Business Analysis, SQL, Process Improvement, System Administration, System Deployment, SDLC, SharePoint, ITIL, Microsoft SQL Server, Testing, Requirements Gathering, Software Development, Databases, Scrum, PL/SQL, Visual Basic, Systems Analysis, Healthcare Information...
Education
Towson University 2005 — 2008
BS, Computer Information Systems
Vincent DeFrancesco Vincent DeFrancesco's Legg Mason Experience January 2004 - October 2008
Job Lead Software Developer at CyberCore Technologies
Industry Information Technology and Services
Experience
CyberCore Technologies January 2013 - Present
Convergence Technology Consulting April 2010 - Present
Pride Engineering, LLC October 2008 - April 2010
Legg Mason January 2004 - October 2008
Skills
Java, REST, AngularJS, MongoDB, Web Development, Oracle Database, Web Applications, Perl, C#, JavaScript, SQL, Windows, XML, Software Development, MySQL, HTML, CSS, PHP, Python, Tomcat, Eclipse, Subversion, SDLC, Agile Project Management, Software Engineering, Software Design, Linux, T-SQL, Requirements Analysis, OOP, SOAP, Maven, NetBeans, Software Documentation, Ant, Sybase, Servlets, Web Services, JAXB, HTTPS, Team Leadership, Technical Leadership, Technical Writing, Windows Server, Redis, Oracle SQL Developer
Education
Towson University 2000 — 2004
B.S., Computer Information Systems
CyberCore Technologies January 2013 - Present
Convergence Technology Consulting April 2010 - Present
Pride Engineering, LLC October 2008 - April 2010
Legg Mason January 2004 - October 2008
Skills
Java, REST, AngularJS, MongoDB, Web Development, Oracle Database, Web Applications, Perl, C#, JavaScript, SQL, Windows, XML, Software Development, MySQL, HTML, CSS, PHP, Python, Tomcat, Eclipse, Subversion, SDLC, Agile Project Management, Software Engineering, Software Design, Linux, T-SQL, Requirements Analysis, OOP, SOAP, Maven, NetBeans, Software Documentation, Ant, Sybase, Servlets, Web Services, JAXB, HTTPS, Team Leadership, Technical Leadership, Technical Writing, Windows Server, Redis, Oracle SQL Developer
Education
Towson University 2000 — 2004
B.S., Computer Information Systems
Caitlin Gilligan Caitlin Gilligan's Legg Mason Experience September 2015 - Present
Job Staff Accountant at Legg Mason
Industry Accounting
Experience
Legg Mason September 2015 - Present
Johns Hopkins Medicine January 2015 - April 2015
Johns Hopkins Medicine June 2014 - August 2014
eSentio Technologies May 2013 - August 2013
Barneys New York August 2011 - April 2012
INTERMIX August 2010 - August 2011
Diane von Furstenberg April 2008 - July 2010
Tracy Reese August 2007 - April 2008
Iconix Brand Group 2007 - 2007
Skills
Sales, Merchandising, Visual Merchandising, Fashion, Public Relations, Microsoft Excel, Retail, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Trend Analysis, Inventory Management, Time Management, Store Management, Retail Sales, Loss Prevention, Facebook, Inventory Control, Leadership, POS
Education
Towson University 2013 — 2015
Accounting
University of Miami 2003 — 2006
BBA, Marketing
Legg Mason September 2015 - Present
Johns Hopkins Medicine January 2015 - April 2015
Johns Hopkins Medicine June 2014 - August 2014
eSentio Technologies May 2013 - August 2013
Barneys New York August 2011 - April 2012
INTERMIX August 2010 - August 2011
Diane von Furstenberg April 2008 - July 2010
Tracy Reese August 2007 - April 2008
Iconix Brand Group 2007 - 2007
Skills
Sales, Merchandising, Visual Merchandising, Fashion, Public Relations, Microsoft Excel, Retail, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Trend Analysis, Inventory Management, Time Management, Store Management, Retail Sales, Loss Prevention, Facebook, Inventory Control, Leadership, POS
Education
Towson University 2013 — 2015
Accounting
University of Miami 2003 — 2006
BBA, Marketing
Stephen Orwig Stephen Orwig's Legg Mason Experience November 2004 - Present
Job Sr. Accountant at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2004 - Present
Skills
Finance, Customer Service, Variance Analysis, Account Reconciliation, Hyperion Enterprise, GAAP, Mutual Funds, Financial Statements, SEC filings, Accounting, General Ledger, Auditing, Financial Accounting, PeopleSoft, Due Diligence, Sarbanes-Oxley, Sarbanes-Oxley Act, Inventory Contol, Equity Accounting, Proxy, 10K, Microsoft Excel, Inventory Management, Microsoft Office, Microsoft Word, Hyperion Financial..., SmartView for Excel
Education
Towson University 1990 — 1992
B.S., Strategic Management
Legg Mason November 2004 - Present
Skills
Finance, Customer Service, Variance Analysis, Account Reconciliation, Hyperion Enterprise, GAAP, Mutual Funds, Financial Statements, SEC filings, Accounting, General Ledger, Auditing, Financial Accounting, PeopleSoft, Due Diligence, Sarbanes-Oxley, Sarbanes-Oxley Act, Inventory Contol, Equity Accounting, Proxy, 10K, Microsoft Excel, Inventory Management, Microsoft Office, Microsoft Word, Hyperion Financial..., SmartView for Excel
Education
Towson University 1990 — 1992
B.S., Strategic Management
Julia Moser's Legg Mason Experience May 2015 - Present
Job Project Coordinator & Product Support at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
The Mill September 2014 - February 2015
DoubleTree by Hilton May 2013 - June 2013
Cedar Hill Golf and Country Club May 2011 - August 2012
Marcello's June 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Social Networking, Leadership, Event Management, Adobe Creative Suite, Time Management
Education
University of South Carolina-Columbia 2010 — 2014
Universitat Autònoma de Barcelona 2013 — 2013
Legg Mason May 2015 - Present
The Mill September 2014 - February 2015
DoubleTree by Hilton May 2013 - June 2013
Cedar Hill Golf and Country Club May 2011 - August 2012
Marcello's June 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Social Networking, Leadership, Event Management, Adobe Creative Suite, Time Management
Education
University of South Carolina-Columbia 2010 — 2014
Universitat Autònoma de Barcelona 2013 — 2013
Jeff Britton's Legg Mason Experience January 2003 - December 2005
Job Principal at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group September 2015 - Present
McGladrey October 2012 - September 2015
Accenture April 2010 - October 2012
Deloitte June 2007 - April 2010
Symantec 2005 - 2007
Legg Mason January 2003 - December 2005
Skills
ITIL, Project Management, IT Operations, IT Service Management, Demand Management, IT Cost Reduction, IT Outsourcing, IT Financial Management, IT Governance, IT Strategy, IT Management, Enterprise Architecture, Data Management, Data Modeling, Data Center, Management Consulting, Software Asset..., Value Creation, Governance, Cost Reduction..., Technology Alignment, CIO Advisory Services, IT Cost Optimization, IT as a Service, IT Enabled Business..., IT Optimisation, IT Infrastructure..., Consulting, IT Transformation, Information Technology, Management, Analytics, Program Management, SDLC, Disaster Recovery, Cloud Computing, Business Continuity, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Towson University 1999 — 2003
BS
Liberty Advisor Group September 2015 - Present
McGladrey October 2012 - September 2015
Accenture April 2010 - October 2012
Deloitte June 2007 - April 2010
Symantec 2005 - 2007
Legg Mason January 2003 - December 2005
Skills
ITIL, Project Management, IT Operations, IT Service Management, Demand Management, IT Cost Reduction, IT Outsourcing, IT Financial Management, IT Governance, IT Strategy, IT Management, Enterprise Architecture, Data Management, Data Modeling, Data Center, Management Consulting, Software Asset..., Value Creation, Governance, Cost Reduction..., Technology Alignment, CIO Advisory Services, IT Cost Optimization, IT as a Service, IT Enabled Business..., IT Optimisation, IT Infrastructure..., Consulting, IT Transformation, Information Technology, Management, Analytics, Program Management, SDLC, Disaster Recovery, Cloud Computing, Business Continuity, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Towson University 1999 — 2003
BS
Kathy J. Garbinski, PMP's Legg Mason Experience June 2000 - September 2006
Job Project Coordinator at ViPS
Industry Information Technology and Services
Experience
ViPS October 2006 - Present
Legg Mason June 2000 - September 2006
Farmers Insurance June 1998 - June 2000
Skills
Visio, SDLC, PMP, Requirements Analysis, Software Quality..., Disaster Recovery, MS Project, CMMI, Software Documentation, Requirements Gathering, SharePoint, Business Requirements, Software Project..., Project Planning, Project Risk, Risk Management, Project Control, PMO, Communication, Program Management, Process Improvement
Education
Towson University 1987 — 1989
ViPS October 2006 - Present
Legg Mason June 2000 - September 2006
Farmers Insurance June 1998 - June 2000
Skills
Visio, SDLC, PMP, Requirements Analysis, Software Quality..., Disaster Recovery, MS Project, CMMI, Software Documentation, Requirements Gathering, SharePoint, Business Requirements, Software Project..., Project Planning, Project Risk, Risk Management, Project Control, PMO, Communication, Program Management, Process Improvement
Education
Towson University 1987 — 1989
Courtney Knatz's Legg Mason Experience November 1998 - October 2002
Job Strategic minded, resultsdriven marketing and communications professional seeking a new challenge.
Industry Marketing and Advertising
Experience
Element Fleet Management September 2011 - 2015
Constellation Energy November 2007 - September 2011
Constellation Energy April 2004 - November 2007
Brook Group October 2002 - April 2004
Legg Mason November 1998 - October 2002
Skills
Brand Management, Lead Generation, Email Marketing, Integrated Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Marketing, Direct Marketing, Product Management, Program Management, Leadership, CRM, Project Management, Business Development, Strategy
Education
Towson University 1994 — 1998
Bachelor of Science (BS), Business Administration/Marketing
Element Fleet Management September 2011 - 2015
Constellation Energy November 2007 - September 2011
Constellation Energy April 2004 - November 2007
Brook Group October 2002 - April 2004
Legg Mason November 1998 - October 2002
Skills
Brand Management, Lead Generation, Email Marketing, Integrated Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Marketing, Direct Marketing, Product Management, Program Management, Leadership, CRM, Project Management, Business Development, Strategy
Education
Towson University 1994 — 1998
Bachelor of Science (BS), Business Administration/Marketing
Christine Zurenko's Legg Mason Experience January 2001 - Present
Job Software License Management at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2001 - Present
Education
University of Baltimore 2004 — 2008
MBA, International Management
Towson University 1996 — 2000
Bachelors, Sport Management
Legg Mason January 2001 - Present
Education
University of Baltimore 2004 — 2008
MBA, International Management
Towson University 1996 — 2000
Bachelors, Sport Management
Krista Kiss's Legg Mason Experience 1999 - 2005
Job PMP, Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2007 - Present
Charmer Sunbelt Group May 2005 - September 2007
Legg Mason 1999 - 2005
Skills
PMP, Project Management, PMO, SDLC, Business Analysis, Vendor Management, Program Management, Visio
Education
Towson University 1991 — 1994
Wells Fargo November 2007 - Present
Charmer Sunbelt Group May 2005 - September 2007
Legg Mason 1999 - 2005
Skills
PMP, Project Management, PMO, SDLC, Business Analysis, Vendor Management, Program Management, Visio
Education
Towson University 1991 — 1994
Bernard H. Robertson III's Legg Mason Experience January 2005 - January 2006
Job President and CEO at Robertson Wealth Advisors, LLC
Industry Financial Services
Experience
Robertson Wealth Advisors, LLC January 2014 - Present
FFC Capital Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2008 - January 2013
Smith Barney January 2006 - August 2008
Legg Mason January 2005 - January 2006
National Football League 2001 - 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Insurance, Series 7, Finance, Financial Services, Retirement, Asset Allocation, Mutual Funds, Disability Insurance, Investment Management, Life Insurance, Strategic Financial..., Series 63, IRAs, Hedge Funds, Management, Alternative Investments, Equities, Fixed Income, Series 6, 401k, Entrepreneurship, Securities, Small Business, Estate Planning, Asset Management, Banking, Financial Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Advisory
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master of Business Administration (M.B.A.), International Business; Finance
College for Financial Planning 2012 — 2012
Certified Retirement Planning Counselor, Financial Planning and Services
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Wharton Business School 2007 — 2007
Executive Business Program, Business Administration and Management, General
Tulane University 1996 — 2001
Bachelor of Science (BS) & BA Dual, Sports Medicine Program & Sociology
Robertson Wealth Advisors, LLC January 2014 - Present
FFC Capital Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2008 - January 2013
Smith Barney January 2006 - August 2008
Legg Mason January 2005 - January 2006
National Football League 2001 - 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Insurance, Series 7, Finance, Financial Services, Retirement, Asset Allocation, Mutual Funds, Disability Insurance, Investment Management, Life Insurance, Strategic Financial..., Series 63, IRAs, Hedge Funds, Management, Alternative Investments, Equities, Fixed Income, Series 6, 401k, Entrepreneurship, Securities, Small Business, Estate Planning, Asset Management, Banking, Financial Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Advisory
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master of Business Administration (M.B.A.), International Business; Finance
College for Financial Planning 2012 — 2012
Certified Retirement Planning Counselor, Financial Planning and Services
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist, Finance and Financial Management Services
Wharton Business School 2007 — 2007
Executive Business Program, Business Administration and Management, General
Tulane University 1996 — 2001
Bachelor of Science (BS) & BA Dual, Sports Medicine Program & Sociology
Greg Boag's Legg Mason Experience October 2004 - Present
Job Equity Plan Manager at Legg Mason
Industry Human Resources
Experience
Legg Mason October 2004 - Present
Deutsche Bank 2000 - 2004
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, 401k, Series 7, Forecasting, Equities, Investments, Wealth Management, Stocks, Financial Modeling, Mutual Funds, Series 63, Business Analysis, Mergers, Financial Services, Securities, Deferred Compensation
Education
Towson University 1992 — 1995
Bachelor of Science (BS), Economics
Monsignor Donovan 1987 — 1990
Legg Mason October 2004 - Present
Deutsche Bank 2000 - 2004
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, 401k, Series 7, Forecasting, Equities, Investments, Wealth Management, Stocks, Financial Modeling, Mutual Funds, Series 63, Business Analysis, Mergers, Financial Services, Securities, Deferred Compensation
Education
Towson University 1992 — 1995
Bachelor of Science (BS), Economics
Monsignor Donovan 1987 — 1990
Patty Lattin's Legg Mason Experience January 2009 - Present
Job Head, Global Human Resources at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2009 - Present
Legg Mason February 2007 - January 2009
Legg Mason January 2005 - February 2006
Legg Mason August 1999 - January 2005
Legg Mason April 1997 - August 1999
Quest Diagnostics January 1988 - April 1997
Skills
employment law, Executive compensation, Leadership skills, HRIS, Employee Benefits, Employee Relations, Human Resources, Onboarding
Education
Towson University 1983 — 1987
Bachelor of Science, English
CCL
GBC
GBC
Legg Mason January 2009 - Present
Legg Mason February 2007 - January 2009
Legg Mason January 2005 - February 2006
Legg Mason August 1999 - January 2005
Legg Mason April 1997 - August 1999
Quest Diagnostics January 1988 - April 1997
Skills
employment law, Executive compensation, Leadership skills, HRIS, Employee Benefits, Employee Relations, Human Resources, Onboarding
Education
Towson University 1983 — 1987
Bachelor of Science, English
CCL
GBC
GBC
Jayne Tanton's Legg Mason Experience May 2005 - February 2008
Job Manager, Talent Acquisition
Industry Computer Software
Experience
Message Systems November 2008 - Present
OmniTI November 2008 - December 2010
Legg Mason May 2005 - February 2008
Rydek Professional Staffing May 1998 - May 2005
Ferris, Baker Watts May 1993 - May 1998
Skills
Recruiting, Talent Management, Talent Acquisition, Technical Recruiting, Employee Management, International..., Global Recruiting, Global Talent..., Onboarding, Sourcing, College Recruiting, Applicant Tracking..., Internet Recruiting, Temporary Placement, Executive Search, Benefits Negotiation, Contract Recruitment, Staff Augmentation, Staffing Services, SaaS, Employee Relations, Permanent Placement, Hiring, Screening, Recruitment Advertising, Temporary Staffing, Screening Resumes, Employer Branding, Interviews, IT Recruitment, SDLC, Deferred Compensation, Search, Candidate Generation, Resume Writing, Professional Services, New Hire Orientations, Human Resources, Cold Calling, Job Descriptions, Workforce Planning, Employee Benefits, Job Fairs, Behavioral Interviewing, Corporate Recruiting, Benefits Administration, HRIS, Personnel Management
Education
Towson University 1989 — 1993
BA, Economics and Business
Message Systems November 2008 - Present
OmniTI November 2008 - December 2010
Legg Mason May 2005 - February 2008
Rydek Professional Staffing May 1998 - May 2005
Ferris, Baker Watts May 1993 - May 1998
Skills
Recruiting, Talent Management, Talent Acquisition, Technical Recruiting, Employee Management, International..., Global Recruiting, Global Talent..., Onboarding, Sourcing, College Recruiting, Applicant Tracking..., Internet Recruiting, Temporary Placement, Executive Search, Benefits Negotiation, Contract Recruitment, Staff Augmentation, Staffing Services, SaaS, Employee Relations, Permanent Placement, Hiring, Screening, Recruitment Advertising, Temporary Staffing, Screening Resumes, Employer Branding, Interviews, IT Recruitment, SDLC, Deferred Compensation, Search, Candidate Generation, Resume Writing, Professional Services, New Hire Orientations, Human Resources, Cold Calling, Job Descriptions, Workforce Planning, Employee Benefits, Job Fairs, Behavioral Interviewing, Corporate Recruiting, Benefits Administration, HRIS, Personnel Management
Education
Towson University 1989 — 1993
BA, Economics and Business
Chrissy Zurenko's Legg Mason Experience January 2001 - Present
Job Software License Managment at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2001 - Present
Skills
Vendor Management, Disaster Recovery, Business Analysis, SDLC, Process Improvement, Management, Program Management, Project Management, Asset Management, Leadership
Education
University of Baltimore 2003 — 2009
MBA, International Business
Towson University 1996 — 2000
Legg Mason January 2001 - Present
Skills
Vendor Management, Disaster Recovery, Business Analysis, SDLC, Process Improvement, Management, Program Management, Project Management, Asset Management, Leadership
Education
University of Baltimore 2003 — 2009
MBA, International Business
Towson University 1996 — 2000
Neil E. Kays's Legg Mason Experience January 2005 - September 2005
Job Chief Marketing Officer, Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Craig Miller, CFA's Legg Mason Experience June 1997 - December 2005
Job Investment Counselors of Maryland
Industry Investment Management
Experience
Investment Counselors of Maryland May 2013 - Present
Stifel Nicolaus February 2009 - May 2013
Stifel, Nicolaus & Co, Inc December 2005 - February 2009
Legg Mason June 1997 - December 2005
Skills
Investments, Series 7, Financial Analysis, Trading, Equities, Equity Trading
Education
Towson University 1992 — 1997
BA, Finance
Franklin High School 1988 — 1992
Investment Counselors of Maryland May 2013 - Present
Stifel Nicolaus February 2009 - May 2013
Stifel, Nicolaus & Co, Inc December 2005 - February 2009
Legg Mason June 1997 - December 2005
Skills
Investments, Series 7, Financial Analysis, Trading, Equities, Equity Trading
Education
Towson University 1992 — 1997
BA, Finance
Franklin High School 1988 — 1992
Nancy Tassiello Gerstner's Legg Mason Experience May 2008 - Present
Job AVP Institutional Sales Director, CRPS
Industry Financial Services
Experience
Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
lightbridge
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Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
lightbridge
lightbridge
lightbridge
Evan Fishman, AAMS's Legg Mason Experience October 2002 - May 2005
Job Financial Advisor at BB&T Investments
Industry Financial Services
Experience
BB&T Investments May 2005 - Present
Legg Mason October 2002 - May 2005
Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Banking, Asset Allocation, Mutual Funds, Series 7, Financial Analysis, Investment Strategies, Equities, Asset Management, Securities, Fixed Income, Retirement
Education
Towson University 1994 — 1998
BS, Finance, Economics
BB&T Investments May 2005 - Present
Legg Mason October 2002 - May 2005
Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Banking, Asset Allocation, Mutual Funds, Series 7, Financial Analysis, Investment Strategies, Equities, Asset Management, Securities, Fixed Income, Retirement
Education
Towson University 1994 — 1998
BS, Finance, Economics
Lisa Stern's Legg Mason Experience October 2012 - Present
Job
Industry Investment Management
Experience
Legg Mason October 2012 - Present
Education
University at Albany, SUNY 1997 — 2001
Business Administration, Management Information Systems
Legg Mason October 2012 - Present
Education
University at Albany, SUNY 1997 — 2001
Business Administration, Management Information Systems
Brent Gist's Legg Mason Experience June 2003 - January 2005
Job Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Kevin Scally's Legg Mason Experience March 1999 - July 2007
Job Tax Director at FTI Consulting
Industry Accounting
Experience
FTI Consulting August 2007 - Present
Legg Mason March 1999 - July 2007
Arthur Andersen 1997 - 1999
Duty Free International 1995 - 1997
Price Waterhouse 1992 - 1995
Skills
Tax, Financial Reporting, SEC filings, Corporate Tax, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Property Tax, GAAP, Due Diligence, Financial Analysis, International Tax, CPA, Income Tax, Financial Modeling, Financial Accounting, Strategic Financial..., General Ledger, Sarbanes-Oxley
Education
University of Maryland University College 2004 — 2006
MS, Accounting & Information Systems
University of Baltimore 1989 — 1991
Cert in Accounting, Accounting
Towson University 1982 — 1986
BS, Health Science/Business
Calvert Hall 1978 — 1982
FTI Consulting August 2007 - Present
Legg Mason March 1999 - July 2007
Arthur Andersen 1997 - 1999
Duty Free International 1995 - 1997
Price Waterhouse 1992 - 1995
Skills
Tax, Financial Reporting, SEC filings, Corporate Tax, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Property Tax, GAAP, Due Diligence, Financial Analysis, International Tax, CPA, Income Tax, Financial Modeling, Financial Accounting, Strategic Financial..., General Ledger, Sarbanes-Oxley
Education
University of Maryland University College 2004 — 2006
MS, Accounting & Information Systems
University of Baltimore 1989 — 1991
Cert in Accounting, Accounting
Towson University 1982 — 1986
BS, Health Science/Business
Calvert Hall 1978 — 1982
Robert Lanahan's Legg Mason Experience August 1996 - May 2000
Job Business Development Director
Industry Staffing and Recruiting
Experience
PPS Information Systems Staffing August 2007 - Present
Jones Networking 2003 - 2007
Wachovia Securities Financial Network May 2000 - November 2003
Legg Mason August 1996 - May 2000
Skills
Recruiting, Applicant Tracking..., Staffing Services, Staff Augmentation, Business Development, Technical Recruiting, Talent Acquisition, System Administration, Networking, Executive Search, Sourcing, Team Building
Education
Towson University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
calvert hall 1979 — 1983
PPS Information Systems Staffing August 2007 - Present
Jones Networking 2003 - 2007
Wachovia Securities Financial Network May 2000 - November 2003
Legg Mason August 1996 - May 2000
Skills
Recruiting, Applicant Tracking..., Staffing Services, Staff Augmentation, Business Development, Technical Recruiting, Talent Acquisition, System Administration, Networking, Executive Search, Sourcing, Team Building
Education
Towson University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
calvert hall 1979 — 1983
Geoffrey Voigt's Legg Mason Experience January 1992 - February 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Yarrison/Voigt Group of Wells Fargo Advisors, LLC April 2009 - Present
Smith Barney Citigroup February 2006 - April 2009
Legg Mason January 1992 - February 2006
Skills
Investment Strategies, 401k Rollovers, Retirement Planning, Insurance, Risk Management, Asset Allocation
Education
United States Naval Academy 1978 — 1982
Bachelor's Degree, Physical Science
Yarrison/Voigt Group of Wells Fargo Advisors, LLC April 2009 - Present
Smith Barney Citigroup February 2006 - April 2009
Legg Mason January 1992 - February 2006
Skills
Investment Strategies, 401k Rollovers, Retirement Planning, Insurance, Risk Management, Asset Allocation
Education
United States Naval Academy 1978 — 1982
Bachelor's Degree, Physical Science
Vakil, Shivangi's Legg Mason Experience February 2005 - May 2006
Job at MicroStrategy
Industry Computer Software
Experience
MicroStrategy May 2010 - Present
Legg Mason Capital Management September 2007 - December 2009
Legg Mason February 2005 - May 2006
Skills
SQL, Microsoft SQL Server, Software Design, SDLC, Business Analysis, .NET, Business Intelligence, Software Development
Education
Towson University 2006 — 2007
MS, Computer Science
University of Maryland College Park
vidyashram
MicroStrategy May 2010 - Present
Legg Mason Capital Management September 2007 - December 2009
Legg Mason February 2005 - May 2006
Skills
SQL, Microsoft SQL Server, Software Design, SDLC, Business Analysis, .NET, Business Intelligence, Software Development
Education
Towson University 2006 — 2007
MS, Computer Science
University of Maryland College Park
vidyashram
Jeanine Malena's Legg Mason Experience 1998 - 2005
Job Project Lead, AVP at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2010 - Present
T. Rowe Price May 2008 - October 2010
T. Rowe Price December 2005 - May 2008
Legg Mason 1998 - 2005
Skills
SDLC, Requirements Analysis, Requirements Gathering
Education
Towson University 1994 — 1998
T. Rowe Price October 2010 - Present
T. Rowe Price May 2008 - October 2010
T. Rowe Price December 2005 - May 2008
Legg Mason 1998 - 2005
Skills
SDLC, Requirements Analysis, Requirements Gathering
Education
Towson University 1994 — 1998
Paul-Sean Gray's Legg Mason Experience July 1988 - June 1990
Job Chief Operating Officer / Chief Financial Officer at Mind Over Machines
Industry Information Technology and Services
Experience
Mind Over Machines February 2007 - Present
Mind Over Machines February 2007 - Present
Detica 2005 - 2006
Raytheon 2001 - 2006
Nortel Government Solutions September 1996 - May 2001
Trident Data Systems July 1990 - September 1996
Legg Mason July 1988 - June 1990
Skills
Program Management, Strategic Planning, Leadership, Management, Integration, DoD, Software Development, Team Building, IT Strategy, Sales, Enterprise Architecture, Solution Selling, Project Management, SDLC, Process Improvement, Agile Methodologies, Vendor Management, PMP, Security Clearance, Requirements Analysis, Change Management, Government Contracting, Strategy, Business Development, Information Assurance, Enterprise Software, Government, Security, Strategic Leadership, Product Management, Cloud Computing
Education
University of Maryland College Park 2003 — 2008
Towson University 1983 — 1987
de matha high school 1979 — 1983
St. Margaret's
Mind Over Machines February 2007 - Present
Mind Over Machines February 2007 - Present
Detica 2005 - 2006
Raytheon 2001 - 2006
Nortel Government Solutions September 1996 - May 2001
Trident Data Systems July 1990 - September 1996
Legg Mason July 1988 - June 1990
Skills
Program Management, Strategic Planning, Leadership, Management, Integration, DoD, Software Development, Team Building, IT Strategy, Sales, Enterprise Architecture, Solution Selling, Project Management, SDLC, Process Improvement, Agile Methodologies, Vendor Management, PMP, Security Clearance, Requirements Analysis, Change Management, Government Contracting, Strategy, Business Development, Information Assurance, Enterprise Software, Government, Security, Strategic Leadership, Product Management, Cloud Computing
Education
University of Maryland College Park 2003 — 2008
Towson University 1983 — 1987
de matha high school 1979 — 1983
St. Margaret's
Ron Shock's Legg Mason Experience November 1996 - May 1998
Job Systems Architect at Visicore Technology Group, LLC
Industry Information Technology and Services
Experience
Visicore Technology Group, LLC January 2015 - Present
Visicore Technology Group, LLC. January 2014 - Present
PayPal August 2010 - September 2013
Bill Me Later, Inc. July 2003 - August 2010
Legg Mason Wood Walker, Inc. December 2000 - June 2003
Thomson Prometric (through TekSystems) August 1999 - September 2000
Legg Mason (as an independent contractor) August 1998 - April 1999
GE Capital (as an independent contractor) June 1998 - August 1998
Legg Mason November 1996 - May 1998
Legg Mason October 1995 - November 1996
Skills
Windows Server, Disaster Recovery, Servers, VMware, Citrix, System Administration, Microsoft SQL Server, IIS, DNS, Microsoft Exchange, Networking, Technical Support, Windows, Windows System..., Aspect, TCP/IP, Solaris, VMware ESX, Databases, Virtualization, Software Development, Unix, Powershell, VoIP, Cluster, vSphere, NetApp Filers, DHCP, Server Architecture, Solarwinds, IT Management, Management, VMware vSphere, Application Architecture, Security
Education
Towson University 1990 — 1991
BS, Natural Science
University of Maryland College Park 1986 — 1990
Geology
Visicore Technology Group, LLC January 2015 - Present
Visicore Technology Group, LLC. January 2014 - Present
PayPal August 2010 - September 2013
Bill Me Later, Inc. July 2003 - August 2010
Legg Mason Wood Walker, Inc. December 2000 - June 2003
Thomson Prometric (through TekSystems) August 1999 - September 2000
Legg Mason (as an independent contractor) August 1998 - April 1999
GE Capital (as an independent contractor) June 1998 - August 1998
Legg Mason November 1996 - May 1998
Legg Mason October 1995 - November 1996
Skills
Windows Server, Disaster Recovery, Servers, VMware, Citrix, System Administration, Microsoft SQL Server, IIS, DNS, Microsoft Exchange, Networking, Technical Support, Windows, Windows System..., Aspect, TCP/IP, Solaris, VMware ESX, Databases, Virtualization, Software Development, Unix, Powershell, VoIP, Cluster, vSphere, NetApp Filers, DHCP, Server Architecture, Solarwinds, IT Management, Management, VMware vSphere, Application Architecture, Security
Education
Towson University 1990 — 1991
BS, Natural Science
University of Maryland College Park 1986 — 1990
Geology
Sharon Visher, MBA's Legg Mason Experience 1998 - 2001
Job Business/Reporting Analyst
Industry Financial Services
Experience
McKinsey & Company January 2013 - Present
Amerilife Group, LLC March 2009 - December 2012
PwC May 2006 - August 2008
PwC May 2004 - April 2006
Compass Bank October 2002 - March 2004
Legg Mason 1998 - 2001
Skills
Business Analytics, Business Analysis, Data Analysis, Report Building, Analysis, Customer Service, Documentation, Continuous Improvement, Report Writing, Microsoft Excel, Microsoft Office, Business Process, Insurance, Management, Process Improvement, Risk Management, Software Documentation, Training, Financial Analysis, Leadership, Finance, Financial Reporting, Project Management, Financial Modeling, Business Process...
Education
University of Colorado Denver 2003 — 2004
MBA, Business
University of Baltimore 2000 — 2001
Master of Business Administration (MBA), Business
Towson University 1993 — 1997
BS, Economics
CHHSE 1989 — 1993
McKinsey & Company January 2013 - Present
Amerilife Group, LLC March 2009 - December 2012
PwC May 2006 - August 2008
PwC May 2004 - April 2006
Compass Bank October 2002 - March 2004
Legg Mason 1998 - 2001
Skills
Business Analytics, Business Analysis, Data Analysis, Report Building, Analysis, Customer Service, Documentation, Continuous Improvement, Report Writing, Microsoft Excel, Microsoft Office, Business Process, Insurance, Management, Process Improvement, Risk Management, Software Documentation, Training, Financial Analysis, Leadership, Finance, Financial Reporting, Project Management, Financial Modeling, Business Process...
Education
University of Colorado Denver 2003 — 2004
MBA, Business
University of Baltimore 2000 — 2001
Master of Business Administration (MBA), Business
Towson University 1993 — 1997
BS, Economics
CHHSE 1989 — 1993
D. Joseph Betz, CFA's Legg Mason Experience 2006 - 2007
Job Securities Lending at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Evan Boyarsky's Legg Mason Experience March 2013 - April 2015
Job Currently Seeking New Opportunities
Industry Financial Services
Experience
Legg Mason March 2013 - April 2015
Pinnacle Advisory Group August 2011 - March 2013
The Sawyer Group 2008 - 2011
Constellation Energy 2004 - 2007
Wells Fargo 2004 - 2005
T. Rowe Price 2000 - 2004
Skills
Securities, Portfolio Management, Trading, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Finance, Financial Analysis, Investments, Due Diligence, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Strategic Financial..., Asset Allocation, Fixed Income, Risk Management, Series 7, FINRA
Education
Towson University
B.S., Actuarial Science
University of Maryland College Park
Pikesville High 1989 — 1993
Legg Mason March 2013 - April 2015
Pinnacle Advisory Group August 2011 - March 2013
The Sawyer Group 2008 - 2011
Constellation Energy 2004 - 2007
Wells Fargo 2004 - 2005
T. Rowe Price 2000 - 2004
Skills
Securities, Portfolio Management, Trading, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Finance, Financial Analysis, Investments, Due Diligence, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Strategic Financial..., Asset Allocation, Fixed Income, Risk Management, Series 7, FINRA
Education
Towson University
B.S., Actuarial Science
University of Maryland College Park
Pikesville High 1989 — 1993
Andre Butler's Legg Mason Experience January 2003 - September 2005
Job •Sr. Securities Allocation Management Investments Capital Markets and Cash Execution Trading at Freddie Mac
Industry Financial Services
Experience
Freddie Mac August 2006 - Present
Wells Fargo Advisors September 2005 - June 2006
Legg Mason January 2003 - September 2005
T. Rowe Price April 2000 - January 2003
Skills
Capital Markets, Trading, Investments, Securities
Education
Towson University
B.S, Computer Information Systems
Freddie Mac August 2006 - Present
Wells Fargo Advisors September 2005 - June 2006
Legg Mason January 2003 - September 2005
T. Rowe Price April 2000 - January 2003
Skills
Capital Markets, Trading, Investments, Securities
Education
Towson University
B.S, Computer Information Systems
Paul DeLuca's Legg Mason Experience June 1997 - April 2000
Job VP, Investment Technology at T Rowe Price
Industry Investment Management
Experience
T Rowe Price April 2000 - Present
Legg Mason June 1997 - April 2000
SEI Investments November 1991 - June 1997
CAE January 1989 - November 1991
Education
Towson University 1984 — 1988
BS, Computer Science
T Rowe Price April 2000 - Present
Legg Mason June 1997 - April 2000
SEI Investments November 1991 - June 1997
CAE January 1989 - November 1991
Education
Towson University 1984 — 1988
BS, Computer Science
Mark Whiskeyman, CFA's Legg Mason Experience 2006 - 2007
Job at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
Joy Liggon's Legg Mason Experience June 2000 - December 2002
Job Regional Marketing Consultant at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless September 2009 - Present
Verizon Wireless July 2008 - September 2009
Verizon Wireless November 2006 - June 2008
Verizon Wireless March 2006 - November 2006
Verizon Wireless March 2005 - March 2006
Verizon Wireless August 2004 - February 2005
Verizon Wireless January 2004 - August 2004
RCP Management Company January 2002 - December 2003
Legg Mason June 2000 - December 2002
Deutsche Banc Alex Brown, Inc. January 1998 - November 1999
Skills
Direct Sales, Account Management, Customer Retention, Solution Selling, B2B, Sales Management, Sales Operations, Telecommunications, Sales Presentations, Sales, Sales Process, Marketing, Marketing Strategy, Marketing Communications, Market Analysis, Event Management, Event Planning, Corporate Events, Events, Product Marketing, Customer Experience, Management, Customer Satisfaction, Leadership, Wireless, Mobile Devices
Education
University of Phoenix 2004 — 2008
MBA, Marketing
Towson University 1994 — 1998
B.S., Mass Communication- Advertising
Suitland High 1990 — 1994
Diploma
Verizon Wireless September 2009 - Present
Verizon Wireless July 2008 - September 2009
Verizon Wireless November 2006 - June 2008
Verizon Wireless March 2006 - November 2006
Verizon Wireless March 2005 - March 2006
Verizon Wireless August 2004 - February 2005
Verizon Wireless January 2004 - August 2004
RCP Management Company January 2002 - December 2003
Legg Mason June 2000 - December 2002
Deutsche Banc Alex Brown, Inc. January 1998 - November 1999
Skills
Direct Sales, Account Management, Customer Retention, Solution Selling, B2B, Sales Management, Sales Operations, Telecommunications, Sales Presentations, Sales, Sales Process, Marketing, Marketing Strategy, Marketing Communications, Market Analysis, Event Management, Event Planning, Corporate Events, Events, Product Marketing, Customer Experience, Management, Customer Satisfaction, Leadership, Wireless, Mobile Devices
Education
University of Phoenix 2004 — 2008
MBA, Marketing
Towson University 1994 — 1998
B.S., Mass Communication- Advertising
Suitland High 1990 — 1994
Diploma
David Larrick's Legg Mason Experience 2000 - 2004
Job Vice President, Managed Accounts at Federated Investors
Industry Financial Services
Experience
Federated Investors Senior Regional DirectorVoyageur Asset ManagementApril 2004 - August 2008
legg mason 2000 - 2004
Education
Towson University 1995 — 1999
Bachelor of Science, Economics
Federated Investors Senior Regional DirectorVoyageur Asset ManagementApril 2004 - August 2008
legg mason 2000 - 2004
Education
Towson University 1995 — 1999
Bachelor of Science, Economics
Steve Zimbardi's Legg Mason Experience August 2008 - Present
Job CRM Enablement/Solutions at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2008 - Present
Legg Mason 2002 - 2008
Smith Barney Asset Management 2000 - 2002
Skills
Business Development, Mutual Funds, CRM, Management, Series 7, Series 63, Alternative Investments, Project Management, Salesforce.com
Education
University at Albany, SUNY 1993 — 1997
BA, Economics
Legg Mason August 2008 - Present
Legg Mason 2002 - 2008
Smith Barney Asset Management 2000 - 2002
Skills
Business Development, Mutual Funds, CRM, Management, Series 7, Series 63, Alternative Investments, Project Management, Salesforce.com
Education
University at Albany, SUNY 1993 — 1997
BA, Economics
Venous Talezadeh's Legg Mason Experience June 2006 - March 2009
Job Financial Analyst at McCormick
Industry Accounting
Experience
McCormick September 2010 - May 2015
Legg Mason June 2006 - March 2009
Legg Mason August 1999 - May 2006
THE ASSOCIATED: JCFB December 1997 - June 1999
Skills
Accounting, Analysis, General Ledger, Variance Analysis, Finance, Account Reconciliation, Financial Analysis, Financial Statements, Management, Forecasting, Budgets, Financial Reporting, Process Improvement, Portfolio Management, Internal Controls, Leadership
Education
University of Baltimore 1989 — 1991
Master of Science, Finance
Towson University 1983 — 1988
Bachelor of Science, Business Administration - Finance/Marketing
McCormick September 2010 - May 2015
Legg Mason June 2006 - March 2009
Legg Mason August 1999 - May 2006
THE ASSOCIATED: JCFB December 1997 - June 1999
Skills
Accounting, Analysis, General Ledger, Variance Analysis, Finance, Account Reconciliation, Financial Analysis, Financial Statements, Management, Forecasting, Budgets, Financial Reporting, Process Improvement, Portfolio Management, Internal Controls, Leadership
Education
University of Baltimore 1989 — 1991
Master of Science, Finance
Towson University 1983 — 1988
Bachelor of Science, Business Administration - Finance/Marketing
Mia Bartee, MBA's Legg Mason Experience August 2004 - September 2005
Job Education Advocate & Financial Literacy Specialist
Industry Higher Education
Experience
Laureate Online Education June 2012 - Present
Morgan State University October 2008 - Present
WEAA 88.9 FM August 2008 - Present
Laureate Online Education September 2007 - Present
One Eleven Entertainment, LLC October 2007 - August 2010
T. Rowe Price September 2006 - September 2007
T. Rowe Price August 2005 - August 2006
Legg Mason August 2004 - September 2005
Legg Mason June 2004 - August 2004
Provident Bank of Maryland June 2003 - June 2004
Skills
Human Resources, Public Relations, Voice Over, Marketing, Radio, Event Planning, Journalism, Entertainment, Social Media Marketing, Broadcast, Management, Social Networking, Training, Higher Education, Resume Writing, Career Counseling, Public Speaking, College Recruiting, Social Media, Onboarding, PowerPoint, Team Building, Market Research, Interviews
Education
Walden University 2008 — 2010
Master of Business Administration (M.B.A.), Leadership
Towson University 2000 — 2004
BS, Communication and Media Studies
Western High School 1995 — 1999
High School Diploma, College Preparatory
MD State Life Insurance License
Life Insurance & Annuities
Laureate Online Education June 2012 - Present
Morgan State University October 2008 - Present
WEAA 88.9 FM August 2008 - Present
Laureate Online Education September 2007 - Present
One Eleven Entertainment, LLC October 2007 - August 2010
T. Rowe Price September 2006 - September 2007
T. Rowe Price August 2005 - August 2006
Legg Mason August 2004 - September 2005
Legg Mason June 2004 - August 2004
Provident Bank of Maryland June 2003 - June 2004
Skills
Human Resources, Public Relations, Voice Over, Marketing, Radio, Event Planning, Journalism, Entertainment, Social Media Marketing, Broadcast, Management, Social Networking, Training, Higher Education, Resume Writing, Career Counseling, Public Speaking, College Recruiting, Social Media, Onboarding, PowerPoint, Team Building, Market Research, Interviews
Education
Walden University 2008 — 2010
Master of Business Administration (M.B.A.), Leadership
Towson University 2000 — 2004
BS, Communication and Media Studies
Western High School 1995 — 1999
High School Diploma, College Preparatory
MD State Life Insurance License
Life Insurance & Annuities
Kent Ozgun's Legg Mason Experience February 2001 - May 2006
Job International Tax Associate at Citi Global Wealth Management
Industry Financial Services
Experience
Legg Mason February 2001 - May 2006
Legg Mason January 1999 - March 2002
Education
Towson University 1994 — 1996
Bachelor Degree in Economics, Economics, Tax Accounting, Business Administration
Legg Mason February 2001 - May 2006
Legg Mason January 1999 - March 2002
Education
Towson University 1994 — 1996
Bachelor Degree in Economics, Economics, Tax Accounting, Business Administration
Amanda McNichol's Legg Mason Experience April 2011 - Present
Job VP, Channel Manager Retirement at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2011 - Present
Legg Mason April 2008 - April 2011
Citigroup Asset Management October 2004 - December 2005
Education
Union College 1988 — 1992
BA, Economics/Sociology
Springside School
Legg Mason April 2011 - Present
Legg Mason April 2008 - April 2011
Citigroup Asset Management October 2004 - December 2005
Education
Union College 1988 — 1992
BA, Economics/Sociology
Springside School
Arpit K. Sood's Legg Mason Experience January 2014 - October 2014
Job Salesforce Support and Business Reporting
Industry Management Consulting
Experience
IDOC June 2015 - Present
SiriusDecisions November 2014 - April 2015
Legg Mason January 2014 - October 2014
Krüst Bakery December 2013 - March 2014
IQzic March 2013 - September 2013
Luxury Mortgage Corp October 2012 - February 2013
Diva America, Inc. July 2012 - August 2012
University of Connecticut August 2010 - May 2012
University of Connecticut - Financial Aid Office August 2007 - May 2012
Bentley Systems June 2011 - August 2011
Skills
Salesforce.com, Microsoft Excel, Reporting & Analysis, Market Research, Customer Service, Microsoft Office, Data Analysis, Social Media Marketing, Microsoft Word, Analysis, Financial Analysis, Access, PowerPoint, Economic Forecasting, Relationship Management, CRM, Sales, Marketing Strategy, Social Media, Credit Analysis, Creative Writing, Business Development, Marketing, Strategic Planning, Finance
Education
The University of Connecticut 2007 — 2012
Bachelor of Arts (B.A.)
The University of Connecticut 2007 — 2012
Bachelor of Science (B.Sc.)
University College Dublin 2011 — 2011
Quinn School of Business
IDOC June 2015 - Present
SiriusDecisions November 2014 - April 2015
Legg Mason January 2014 - October 2014
Krüst Bakery December 2013 - March 2014
IQzic March 2013 - September 2013
Luxury Mortgage Corp October 2012 - February 2013
Diva America, Inc. July 2012 - August 2012
University of Connecticut August 2010 - May 2012
University of Connecticut - Financial Aid Office August 2007 - May 2012
Bentley Systems June 2011 - August 2011
Skills
Salesforce.com, Microsoft Excel, Reporting & Analysis, Market Research, Customer Service, Microsoft Office, Data Analysis, Social Media Marketing, Microsoft Word, Analysis, Financial Analysis, Access, PowerPoint, Economic Forecasting, Relationship Management, CRM, Sales, Marketing Strategy, Social Media, Credit Analysis, Creative Writing, Business Development, Marketing, Strategic Planning, Finance
Education
The University of Connecticut 2007 — 2012
Bachelor of Arts (B.A.)
The University of Connecticut 2007 — 2012
Bachelor of Science (B.Sc.)
University College Dublin 2011 — 2011
Quinn School of Business
Sharon Hughan's Legg Mason Experience February 1997 - October 2000
Job Senior Analyst at Constellation Energy
Industry Utilities
Experience
Constellation Energy January 2008 - Present
T Rowe Price Group October 2000 - October 2007
Legg Mason February 1997 - October 2000
Skills
Commodity Markets, Energy Markets, Renewable Energy, Microsoft Excel, Data Analysis, Analysis, Risk Management, Energy, Financial Analysis, Process Improvement, SharePoint, Business Process..., Commodity, Project Management, Smart Grid
Education
Towson University 1993 — 1996
BS, English Literature
Constellation Energy January 2008 - Present
T Rowe Price Group October 2000 - October 2007
Legg Mason February 1997 - October 2000
Skills
Commodity Markets, Energy Markets, Renewable Energy, Microsoft Excel, Data Analysis, Analysis, Risk Management, Energy, Financial Analysis, Process Improvement, SharePoint, Business Process..., Commodity, Project Management, Smart Grid
Education
Towson University 1993 — 1996
BS, English Literature
Iris Porush, AAMS®'s Legg Mason Experience 2005 - 2005
Job Financial Advisor at Legacy Financial Group Williamsburg, VA
Industry Financial Services
Experience
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
Patricia Dawn Pedone's Legg Mason Experience May 2009 - January 2012
Job Vice President, AV and Voice at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2009 - January 2012
Legg Mason May 1995 - May 2009
Legg Mason May 1990 - May 1995
Legg Mason June 1989 - May 1990
Skills
Wealth Management, Business Continuity, Disaster Recovery, Back Office, Process Improvement, Vendor Management, SharePoint, SDLC, Financial Analysis, Relationship Management, Mutual Funds, Business Analysis, Asset Managment, Financial Services, PeopleSoft, Program Management, Visio, Asset Management, Equities, Investments, Citrix, Management, Outsourcing, Networking
Education
Towson University
BS, Health Administration
Legg Mason May 2009 - January 2012
Legg Mason May 1995 - May 2009
Legg Mason May 1990 - May 1995
Legg Mason June 1989 - May 1990
Skills
Wealth Management, Business Continuity, Disaster Recovery, Back Office, Process Improvement, Vendor Management, SharePoint, SDLC, Financial Analysis, Relationship Management, Mutual Funds, Business Analysis, Asset Managment, Financial Services, PeopleSoft, Program Management, Visio, Asset Management, Equities, Investments, Citrix, Management, Outsourcing, Networking
Education
Towson University
BS, Health Administration
Marni Friedman's Legg Mason Experience June 2000 - June 2006
Job Teacher
Industry Primary/Secondary Education
Experience
Citigroup June 2006 - August 2011
Citigroup/Smith Barney June 2006 - July 2007
Legg Mason June 2000 - June 2006
Legg Mason June 2000 - June 2006
Education
Towson University 2013 — 2014
Master's degree, Elementary Education and Teaching
Pikesville High School
Towson University
Bachelor's Degree; Bachelor's Degree, History; International Studies
Citigroup June 2006 - August 2011
Citigroup/Smith Barney June 2006 - July 2007
Legg Mason June 2000 - June 2006
Legg Mason June 2000 - June 2006
Education
Towson University 2013 — 2014
Master's degree, Elementary Education and Teaching
Pikesville High School
Towson University
Bachelor's Degree; Bachelor's Degree, History; International Studies
Trevor Kuntz's Legg Mason Experience January 2006 - June 2006
Job IT Support Specialist Team Lead at Towson University
Industry Higher Education
Experience
Towson University December 2011 - Present
Baltimore City Public Schools January 2007 - July 2010
Johns Hopkins Medicine June 2006 - November 2006
Legg Mason January 2006 - June 2006
Sinai Hospital September 2004 - October 2005
MBNA April 2002 - October 2004
Absolute Quality October 2001 - December 2003
Skills
Technical Support, Active Directory, Troubleshooting, Computer Hardware, Security, Microsoft Office, Hardware, Information Technology, Operating Systems, Windows, Documentation, Customer Service, Desktop Support, Administration, Problem Solving, XP, A+ Certified, SQL, Laptops, Software Installation, Windows 7, Outlook, Printers, TCP/IP, Quality Assurance, Customer Relations, System Administration, Databases, Project Management
Education
Towson University 2014 — 2015
Post Baccalaureate Certificate, Project, Program, and Portfolio Management
Towson University 2008 — 2010
Masters, Information Technology
Towson University 2008 — 2010
Post Baccalaureate Certificate, Database Management Systems
American InterContinental University_Online 2005 — 2006
Bachelors, Network Administration
TESST College of Technology 2001 — 2003
Associates, Network Information Systems
Towson University December 2011 - Present
Baltimore City Public Schools January 2007 - July 2010
Johns Hopkins Medicine June 2006 - November 2006
Legg Mason January 2006 - June 2006
Sinai Hospital September 2004 - October 2005
MBNA April 2002 - October 2004
Absolute Quality October 2001 - December 2003
Skills
Technical Support, Active Directory, Troubleshooting, Computer Hardware, Security, Microsoft Office, Hardware, Information Technology, Operating Systems, Windows, Documentation, Customer Service, Desktop Support, Administration, Problem Solving, XP, A+ Certified, SQL, Laptops, Software Installation, Windows 7, Outlook, Printers, TCP/IP, Quality Assurance, Customer Relations, System Administration, Databases, Project Management
Education
Towson University 2014 — 2015
Post Baccalaureate Certificate, Project, Program, and Portfolio Management
Towson University 2008 — 2010
Masters, Information Technology
Towson University 2008 — 2010
Post Baccalaureate Certificate, Database Management Systems
American InterContinental University_Online 2005 — 2006
Bachelors, Network Administration
TESST College of Technology 2001 — 2003
Associates, Network Information Systems
Migdaris Urena's Legg Mason Experience June 2008 - Present
Job Senior Tax Accountant at Legg Mason
Industry Accounting
Experience
Legg Mason June 2008 - Present
Skills
General Ledger, Reconciliation, Reconciliations, Variance Analysis
Education
Towson University 2006 — 2008
Bachelor of Science (B.S.), Accounting
Universidad Interamericana de Puerto Rico 2004 — 2005
Legg Mason June 2008 - Present
Skills
General Ledger, Reconciliation, Reconciliations, Variance Analysis
Education
Towson University 2006 — 2008
Bachelor of Science (B.S.), Accounting
Universidad Interamericana de Puerto Rico 2004 — 2005
Silvana Bechtold's Legg Mason Experience July 2001 - Present
Job Lead Software Developer Analyst at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason July 2001 - Present
AEGON USA February 1994 - July 2001
Education
University of Maryland UMUC
Master of Science in Computer Systems Management
University at Buffalo
BS Computer Science
Legg Mason July 2001 - Present
AEGON USA February 1994 - July 2001
Education
University of Maryland UMUC
Master of Science in Computer Systems Management
University at Buffalo
BS Computer Science
Thomas Tiefenworth's Legg Mason Experience November 2014 - Present
Job Data Analyst at Legg Mason
Industry Computer Software
Experience
Legg Mason November 2014 - Present
Social Solutions February 2013 - November 2014
Social Solutions October 2012 - January 2013
Social Solutions August 2011 - October 2012
Social Solutions February 2011 - June 2011
Northrop Grumman 2006 - 2006
Skills
Microsoft SQL Server, Data Analysis, SQL, Software Implementation, Business Analysis, SaaS, Business Intelligence, Databases, SharePoint, CRM, Business Objects, Enterprise Software, Microsoft Office
Education
Towson University 2007 — 2010
Business Administration, Legal Studies
Legg Mason November 2014 - Present
Social Solutions February 2013 - November 2014
Social Solutions October 2012 - January 2013
Social Solutions August 2011 - October 2012
Social Solutions February 2011 - June 2011
Northrop Grumman 2006 - 2006
Skills
Microsoft SQL Server, Data Analysis, SQL, Software Implementation, Business Analysis, SaaS, Business Intelligence, Databases, SharePoint, CRM, Business Objects, Enterprise Software, Microsoft Office
Education
Towson University 2007 — 2010
Business Administration, Legal Studies
Jonathan Needham's Legg Mason Experience July 2007 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
Legg Mason July 2007 - July 2011
T. Rowe Price May 2006 - August 2006
T. Rowe Price November 2005 - May 2006
Merchants Bank and Trust July 2005 - November 2005
Provident Bank June 2002 - November 2004
Chevy Chase Trust July 2001 - April 2002
United States Marine Corps October 1996 - May 2001
Skills
Expense Budget..., Financial Reporting, Bloomberg Terminal, US GAAP reporting, Bond math, Knowledge of securities, Communication of ideas, Multi Tasking, Team Management
Education
Towson University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Legg Mason July 2007 - July 2011
T. Rowe Price May 2006 - August 2006
T. Rowe Price November 2005 - May 2006
Merchants Bank and Trust July 2005 - November 2005
Provident Bank June 2002 - November 2004
Chevy Chase Trust July 2001 - April 2002
United States Marine Corps October 1996 - May 2001
Skills
Expense Budget..., Financial Reporting, Bloomberg Terminal, US GAAP reporting, Bond math, Knowledge of securities, Communication of ideas, Multi Tasking, Team Management
Education
Towson University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Jeff Fulford's Legg Mason Experience May 2004 - September 2005
Job Sr Developer at Allegis Group
Industry Staffing and Recruiting
Experience
Allegis Group September 2005 - Present
Legg Mason May 2004 - September 2005
Alpha Engineering March 2003 - April 2004
Skills
C#, ASP.NET, Oracle SQL, Microsoft SQL Server, VB.NET, HTML, XML, Microsoft Office, OnBase, .NET, SSRS, NUnit, TDD, VBScript, AJAX, Web Development
Education
Towson University 1974 — 1977
Bachelor of Science (BS), History & Liberal Arts/Sciences
Allegis Group September 2005 - Present
Legg Mason May 2004 - September 2005
Alpha Engineering March 2003 - April 2004
Skills
C#, ASP.NET, Oracle SQL, Microsoft SQL Server, VB.NET, HTML, XML, Microsoft Office, OnBase, .NET, SSRS, NUnit, TDD, VBScript, AJAX, Web Development
Education
Towson University 1974 — 1977
Bachelor of Science (BS), History & Liberal Arts/Sciences
Michelle Ogden's Legg Mason Experience September 2011 - Present
Job RFP Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2011 - Present
Skills
Series 7, Wealth Management, Asset Management, Mutual Funds, Investments, Equities
Education
University of Baltimore 1994 — 1996
Master of Business Administration (MBA)
Towson University 1989 — 1993
Bachelor's degree, Finance, General
Legg Mason September 2011 - Present
Skills
Series 7, Wealth Management, Asset Management, Mutual Funds, Investments, Equities
Education
University of Baltimore 1994 — 1996
Master of Business Administration (MBA)
Towson University 1989 — 1993
Bachelor's degree, Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments