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
Debby Hartman Debby Hartman's Legg Mason Experience 1993 - 1996
Job Marketing Director at Sybron Dental Specialties (Ormco Corp)
Industry Marketing and Advertising
Experience
Ormco Corp January 2014 - Present
Ormco Corp March 2004 - January 2014
Discus Dental 2002 - 2004
Lippincott Williams & Wilkins 1997 - 2002
TBC Advertising and Public Relations Agency 1996 - 1997
Legg Mason 1993 - 1996
Skills
Product Launch, Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Market Planning, Digital Marketing, Trade Shows, Marketing, Competitive Analysis, Direct Marketing, Social Media Marketing, Advertising, Product Development, Account Management, New Business Development, Cross-functional Team..., Market Research, Integrated Marketing, Product Management, Brand Development, Brand Management, Strategy, Medical Devices, Leadership, Online Marketing, B2B, Market Analysis, Sales Operations, Lead Generation, Sales Presentations, Salesforce.com, Strategic Partnerships, Global Marketing, Management, Strategic Planning, Corporate Communications
Education
University of Delaware
BA, Marketing & Finance
University of Delaware
Ormco Corp January 2014 - Present
Ormco Corp March 2004 - January 2014
Discus Dental 2002 - 2004
Lippincott Williams & Wilkins 1997 - 2002
TBC Advertising and Public Relations Agency 1996 - 1997
Legg Mason 1993 - 1996
Skills
Product Launch, Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Market Planning, Digital Marketing, Trade Shows, Marketing, Competitive Analysis, Direct Marketing, Social Media Marketing, Advertising, Product Development, Account Management, New Business Development, Cross-functional Team..., Market Research, Integrated Marketing, Product Management, Brand Development, Brand Management, Strategy, Medical Devices, Leadership, Online Marketing, B2B, Market Analysis, Sales Operations, Lead Generation, Sales Presentations, Salesforce.com, Strategic Partnerships, Global Marketing, Management, Strategic Planning, Corporate Communications
Education
University of Delaware
BA, Marketing & Finance
University of Delaware
Burch Helm Burch Helm's Legg Mason Experience 1999 - 2005
Job First Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2005 - Present
Legg Mason 1999 - 2005
Prudential Securities 1994 - 1999
Merrill Lynch 1978 - 1994
Skills
Finance, Portfolio Management, Wealth Management, Investment Strategies, Investments, Strategic Planning, Customer Service, Securities, Strategic Financial..., Asset Management, Series 7, Public Speaking, Equities, Mutual Funds, Marketing Strategy, Banking, FINRA, Financial Advisory, Estate Planning, Mortgage Banking
Education
Legg Mason Wood Walker INC. 2003 — 2004
Wealth Advisory Specialist, Financial Planning and Services
University of Louisville
UBS May 2005 - Present
Legg Mason 1999 - 2005
Prudential Securities 1994 - 1999
Merrill Lynch 1978 - 1994
Skills
Finance, Portfolio Management, Wealth Management, Investment Strategies, Investments, Strategic Planning, Customer Service, Securities, Strategic Financial..., Asset Management, Series 7, Public Speaking, Equities, Mutual Funds, Marketing Strategy, Banking, FINRA, Financial Advisory, Estate Planning, Mortgage Banking
Education
Legg Mason Wood Walker INC. 2003 — 2004
Wealth Advisory Specialist, Financial Planning and Services
University of Louisville
Brian J. Boyle's Legg Mason Experience 2008 - 2010
Job Associate at DLA Piper LLP (US)
Industry Law Practice
Experience
DLA Piper October 2013 - Present
DLA Piper 2012 - 2012
United States Attorney's Office June 2011 - August 2011
Legg Mason 2008 - 2010
Legg Mason Capital Management 2008 - 2008
O.S.S. Capital Management 2007 - 2007
Education
Villanova University 2010 — 2013
Master of Business Administration (MBA)
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of International Business and Economics 2007 — 2007
Loyola University Maryland 2004 — 2008
B.A.
DLA Piper October 2013 - Present
DLA Piper 2012 - 2012
United States Attorney's Office June 2011 - August 2011
Legg Mason 2008 - 2010
Legg Mason Capital Management 2008 - 2008
O.S.S. Capital Management 2007 - 2007
Education
Villanova University 2010 — 2013
Master of Business Administration (MBA)
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of International Business and Economics 2007 — 2007
Loyola University Maryland 2004 — 2008
B.A.
Robin Hoover's Legg Mason Experience September 2005 - December 2007
Job Helpdesk Technical Support | Analyst |Troubleshooting| Delivers Customer Oriented Technical Support
Industry Information Technology and Services
Experience
Ameritox March 2014 - September 2014
Ameritox August 2011 - March 2014
Euler Hermes ACI January 2007 - July 2011
Legg Mason September 2005 - December 2007
Games Workshop July 2003 - September 2005
American General Financial Services May 2002 - July 2003
Skills
Troubleshooting, Networking, Help Desk Support, Active Directory, Outlook, Windows XP Pro, Computer Maintenance..., Windows 7, Android troubleshooting, iOS troubleshooting, Microsoft Office 2010, Customer Service, Remote User Support, Cisco VPN, PGP, Printer Maintenance and..., Avaya IP Telephony, Microsoft Lync, Malware Removal, SharePoint
Education
University of Southern Indiana
BA, Computer Publishing
University of Evansville
Archaeology / Ancient History
Ameritox March 2014 - September 2014
Ameritox August 2011 - March 2014
Euler Hermes ACI January 2007 - July 2011
Legg Mason September 2005 - December 2007
Games Workshop July 2003 - September 2005
American General Financial Services May 2002 - July 2003
Skills
Troubleshooting, Networking, Help Desk Support, Active Directory, Outlook, Windows XP Pro, Computer Maintenance..., Windows 7, Android troubleshooting, iOS troubleshooting, Microsoft Office 2010, Customer Service, Remote User Support, Cisco VPN, PGP, Printer Maintenance and..., Avaya IP Telephony, Microsoft Lync, Malware Removal, SharePoint
Education
University of Southern Indiana
BA, Computer Publishing
University of Evansville
Archaeology / Ancient History
Yifang Lin, CFA Yifang Lin, CFA's Legg Mason Experience March 2013 - October 2013
Job Institutional Marketing Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments November 2013 - Present
Legg Mason March 2013 - October 2013
BNP Paribas Investment Partners 2006 - 2012
Ontario Teachers' Pension Plan 2004 - 2005
Skills
Investment Management, Equities, Fixed Income, Derivatives, Alternative Investments, Performance Attribution, Bloomberg, Financial Analysis, Canadian GAAP, US GAAP
Education
University of Toronto
Bachelor of Commerce (Graduated with Distinction), Finance & Accounting
Universität Bayreuth
Intercultural German
Mackenzie Investments November 2013 - Present
Legg Mason March 2013 - October 2013
BNP Paribas Investment Partners 2006 - 2012
Ontario Teachers' Pension Plan 2004 - 2005
Skills
Investment Management, Equities, Fixed Income, Derivatives, Alternative Investments, Performance Attribution, Bloomberg, Financial Analysis, Canadian GAAP, US GAAP
Education
University of Toronto
Bachelor of Commerce (Graduated with Distinction), Finance & Accounting
Universität Bayreuth
Intercultural German
Melinda Kuleszka Melinda Kuleszka's Legg Mason Experience July 1985 - October 1986
Job Vice President, Marketing & Communications at Fidelity Investments, XTRAC Solutions
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments January 2006 - April 2012
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2001 - January 2003
Fidelity Investments January 1998 - September 2001
Fidelity Investments March 1997 - January 1998
Fidelity Investments April 1990 - March 1997
Fidelity Investments December 1988 - April 1990
Fidelity Investments November 1986 - December 1988
Legg Mason July 1985 - October 1986
Skills
Financial Services, Marketing Strategy, Brand & Product..., Analytics, Marketing Communications, Mutual Funds, Product Management, Market Research, Management, Marketing, Series 7, Strategy, Marketing Research, Leadership, Program Management, Brand Development
Education
University of Delaware
Bachelor of Arts (BA), Psychology
Fidelity Investments April 2012 - Present
Fidelity Investments January 2006 - April 2012
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2001 - January 2003
Fidelity Investments January 1998 - September 2001
Fidelity Investments March 1997 - January 1998
Fidelity Investments April 1990 - March 1997
Fidelity Investments December 1988 - April 1990
Fidelity Investments November 1986 - December 1988
Legg Mason July 1985 - October 1986
Skills
Financial Services, Marketing Strategy, Brand & Product..., Analytics, Marketing Communications, Mutual Funds, Product Management, Market Research, Management, Marketing, Series 7, Strategy, Marketing Research, Leadership, Program Management, Brand Development
Education
University of Delaware
Bachelor of Arts (BA), Psychology
Michael W. Freeburger, Jr., CPA's Legg Mason Experience January 2014 - Present
Job Sr Accountant, Financial Reporting at Legg Mason
Industry Investment Management
Experience
Legg Mason January 2014 - Present
Business Volunteers Maryland 2014 - 2014
Business Volunteers Maryland 2014 - 2014
Legg Mason July 2011 - December 2013
General Growth Properties March 2008 - July 2011
EZ Storage December 2006 - February 2008
Abel Financial Services May 2006 - October 2006
Skills
Microsoft Excel, Occupancy Accounting..., GAAP, SEC filings, General Ledger, Accruals, Financial Statements, Financial Reporting, Hyperion Enterprise, Financial Analysis, Sarbanes-Oxley Act, JD Edwards, PeopleSoft, Business Process...
Education
University of Baltimore 2006 — 2008
Master of Business Administration (M.B.A.), Finance, GPA 3.78
University of Maryland Baltimore County 2002 — 2006
Bachelor of Science (B.S.), Financial Economics
Legg Mason January 2014 - Present
Business Volunteers Maryland 2014 - 2014
Business Volunteers Maryland 2014 - 2014
Legg Mason July 2011 - December 2013
General Growth Properties March 2008 - July 2011
EZ Storage December 2006 - February 2008
Abel Financial Services May 2006 - October 2006
Skills
Microsoft Excel, Occupancy Accounting..., GAAP, SEC filings, General Ledger, Accruals, Financial Statements, Financial Reporting, Hyperion Enterprise, Financial Analysis, Sarbanes-Oxley Act, JD Edwards, PeopleSoft, Business Process...
Education
University of Baltimore 2006 — 2008
Master of Business Administration (M.B.A.), Finance, GPA 3.78
University of Maryland Baltimore County 2002 — 2006
Bachelor of Science (B.S.), Financial Economics
Katie Willemarck Katie Willemarck's Legg Mason Experience January 2004 - May 2004
Job Treasurer at CASA
Industry Accounting
Experience
CASA of the Pikes Peak Region January 2013 - Present
BKD, LLP September 2004 - Present
Legg Mason January 2004 - May 2004
Skills
GAAP, CPA
Education
University of Baltimore 2002 — 2004
Bachelor of Applied Science (BASc), Accounting
University of Colorado at Colorado Springs 2000 — 2002
CASA of the Pikes Peak Region January 2013 - Present
BKD, LLP September 2004 - Present
Legg Mason January 2004 - May 2004
Skills
GAAP, CPA
Education
University of Baltimore 2002 — 2004
Bachelor of Applied Science (BASc), Accounting
University of Colorado at Colorado Springs 2000 — 2002
Matthew Houston Matthew Houston's Legg Mason Experience August 2003 - February 2007
Job Senior Vice President/Asst. Branch Manager at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
Southwest Securities October 2008 - March 2012
University of Houston 2008 - August 2009
Morgan Stanley Wealth Management February 2006 - October 2008
Legg Mason August 2003 - February 2007
Smith and Associates 2002 - 2003
PDQ.net 1999 - 2001
Skills
Sales, Finance, New Business Development, Team Building, Strategic Planning, Contract Negotiation, Marketing, Business Strategy, Business Planning, Forecasting, Leadership, Budgets, Financial Analysis, Business Development
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA
Episcopal High Scool 1992 — 1996
Wunderlich Securities March 2012 - Present
Southwest Securities October 2008 - March 2012
University of Houston 2008 - August 2009
Morgan Stanley Wealth Management February 2006 - October 2008
Legg Mason August 2003 - February 2007
Smith and Associates 2002 - 2003
PDQ.net 1999 - 2001
Skills
Sales, Finance, New Business Development, Team Building, Strategic Planning, Contract Negotiation, Marketing, Business Strategy, Business Planning, Forecasting, Leadership, Budgets, Financial Analysis, Business Development
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.)
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA
Episcopal High Scool 1992 — 1996
Barath Balu Barath Balu's Legg Mason Experience June 2013 - January 2014
Job Master of Finance Candidate at University of Maryland
Industry Financial Services
Experience
T. Rowe Price June 2015 - August 2015
University of Maryland September 2014 - December 2014
ClearBridge Investments June 2014 - August 2014
Legg Mason June 2013 - January 2014
Skills
Investments, Equities, Bloomberg, Microsoft Excel, Java, Visual Basic, HTML, Financial Risk, Economics, Equity Research, Bloomberg Terminal, Equity Valuation, DCF Valuation
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master’s Degree, Finance
University of Maryland College Park 2013 — 2015
Bachelor’s Degree, B.A. Economics
River Hill High 2009 — 2013
T. Rowe Price June 2015 - August 2015
University of Maryland September 2014 - December 2014
ClearBridge Investments June 2014 - August 2014
Legg Mason June 2013 - January 2014
Skills
Investments, Equities, Bloomberg, Microsoft Excel, Java, Visual Basic, HTML, Financial Risk, Economics, Equity Research, Bloomberg Terminal, Equity Valuation, DCF Valuation
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master’s Degree, Finance
University of Maryland College Park 2013 — 2015
Bachelor’s Degree, B.A. Economics
River Hill High 2009 — 2013
David Powers, CPA David Powers, CPA's Legg Mason Experience June 2014 - Present
Job Senior Analyst, Assistant Vice President at Legg Mason
Industry Accounting
Experience
Legg Mason June 2014 - Present
Legg Mason March 2011 - June 2014
Billy Casper Golf June 2010 - March 2011
Billy Casper Golf December 2009 - June 2010
Billy Casper Golf May 2007 - December 2009
Billy Casper Golf April 2006 - May 2007
Skills
Accounting, Budgets, Financial Analysis, Accounts Payable, Finance, General Ledger, Financial Reporting, Cash Flow, Account Reconciliation, Financial Modeling, GAAP, Forecasting, Microsoft Excel, Financial Statements, QuickBooks, Variance Analysis, Microsoft Office, Hyperion HFM, PeopleSoft Financial
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Accounting and Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance
Legg Mason June 2014 - Present
Legg Mason March 2011 - June 2014
Billy Casper Golf June 2010 - March 2011
Billy Casper Golf December 2009 - June 2010
Billy Casper Golf May 2007 - December 2009
Billy Casper Golf April 2006 - May 2007
Skills
Accounting, Budgets, Financial Analysis, Accounts Payable, Finance, General Ledger, Financial Reporting, Cash Flow, Account Reconciliation, Financial Modeling, GAAP, Forecasting, Microsoft Excel, Financial Statements, QuickBooks, Variance Analysis, Microsoft Office, Hyperion HFM, PeopleSoft Financial
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Accounting and Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance
Lynn Houston Lynn Houston's Legg Mason Experience August 2002 - October 2008
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Brad Sonnier's Legg Mason Experience 1996 - 2005
Job Managing Partner at SMB Investment Center
Industry Investment Management
Experience
SMB Investment Center October 2007 - Present
Infantry Officer, Louisiana National Guard April 1986 - April 2015
Wachovia January 2005 - October 2007
Legg Mason 1996 - 2005
Skills
Financial Services, Portfolio Management, Investments, Military, Leadership, Wealth Management, Financial Planning, Security Clearance, Strategy, Finance, Risk Management, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Training, Retirement, Retirement Planning, Estate Planning, Series 7
Education
University of Louisiana at Lafayette 1990 — 1996
Bachelor of Science, Finance
SMB Investment Center October 2007 - Present
Infantry Officer, Louisiana National Guard April 1986 - April 2015
Wachovia January 2005 - October 2007
Legg Mason 1996 - 2005
Skills
Financial Services, Portfolio Management, Investments, Military, Leadership, Wealth Management, Financial Planning, Security Clearance, Strategy, Finance, Risk Management, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Training, Retirement, Retirement Planning, Estate Planning, Series 7
Education
University of Louisiana at Lafayette 1990 — 1996
Bachelor of Science, Finance
Denise Dodson Denise Dodson's Legg Mason Experience March 2008 - February 2012
Job EY Tax Partner and CoDirector of the EY Entrepreneur Of The Year® Maryland Program
Industry Accounting
Experience
EY February 2012 - Present
EY January 2015 - Present
Legg Mason March 2008 - February 2012
Ernst & Young 1997 - March 2008
Skills
Corporate Tax, SEC reporting, Tax, SOX, Tax Accounting, CPA, SEC filings, Sarbanes-Oxley Act, US GAAP, Auditing, SEC Filings, Internal Controls, GAAP, Accounting, Financial Accounting, Due Diligence, Financial Analysis, Financial Reporting
Education
University of Delaware
Bachelor’s Degree, Accounting
University of Baltimore
Master’s Degree, Taxation
EY February 2012 - Present
EY January 2015 - Present
Legg Mason March 2008 - February 2012
Ernst & Young 1997 - March 2008
Skills
Corporate Tax, SEC reporting, Tax, SOX, Tax Accounting, CPA, SEC filings, Sarbanes-Oxley Act, US GAAP, Auditing, SEC Filings, Internal Controls, GAAP, Accounting, Financial Accounting, Due Diligence, Financial Analysis, Financial Reporting
Education
University of Delaware
Bachelor’s Degree, Accounting
University of Baltimore
Master’s Degree, Taxation
Dennis Gilliam Dennis Gilliam's Legg Mason Experience 1994 - 1996
Job President, Integris Capital Management, Inc
Industry Investment Management
Experience
Integris Capital Management, Inc January 2009 - Present
Merrill Lynch 1996 - 2009
Legg Mason 1994 - 1996
Skills
High Net Worth..., Life Insurance
Education
University of Arkansas at Monticello 1986 — 1991
B.S., Business Management
McGehee HS 1982 — 1985
Integris Capital Management, Inc January 2009 - Present
Merrill Lynch 1996 - 2009
Legg Mason 1994 - 1996
Skills
High Net Worth..., Life Insurance
Education
University of Arkansas at Monticello 1986 — 1991
B.S., Business Management
McGehee HS 1982 — 1985
David L Semer David L Semer's Legg Mason Experience 1995 - 2007
Job Homevestors
Industry Real Estate
Experience
HomeVestors February 2012 - Present
Home Alliance Realty June 2014 - Present
Weichert Realtors March 2012 - May 2014
Citigroup Asset Mangaement March 1995 - November 2011
Legg Mason 1995 - 2007
Skills
Series 7, Alternative Investments, Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Equities, Asset Managment, Portfolio Management, Bloomberg, Asset Management, Trading, Trading Systems, Investments, Financial Services, Investment Strategies, Series 63, Investors, Real Estate Transactions, Investment Advisory, Hedge Funds, Valuation, Securities, Bonds, Capital Markets, Options, Investment Management
Education
University of Delaware 1991 — 1994
Bachelor of Science, Finance
HomeVestors February 2012 - Present
Home Alliance Realty June 2014 - Present
Weichert Realtors March 2012 - May 2014
Citigroup Asset Mangaement March 1995 - November 2011
Legg Mason 1995 - 2007
Skills
Series 7, Alternative Investments, Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Equities, Asset Managment, Portfolio Management, Bloomberg, Asset Management, Trading, Trading Systems, Investments, Financial Services, Investment Strategies, Series 63, Investors, Real Estate Transactions, Investment Advisory, Hedge Funds, Valuation, Securities, Bonds, Capital Markets, Options, Investment Management
Education
University of Delaware 1991 — 1994
Bachelor of Science, Finance
Brian Hoey Brian Hoey's Legg Mason Experience November 2004 - July 2007
Job Regional Vice President
Industry Financial Services
Experience
Transamerica September 2014 - Present
Van Eck Global August 2007 - September 2014
United States Marine Corps December 2005 - December 2011
Legg Mason November 2004 - July 2007
AIG SunAmerica March 2001 - March 2004
Skills
Alternative Investments, ETFs, Mutual Funds, Series 7, Securities, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Fixed Income, Series 66, Natural Resources, Emerging Markets, Separately Managed..., Investments, Equities
Education
University of Arizona 1997 — 2000
BS, Agricultural Education
Transamerica September 2014 - Present
Van Eck Global August 2007 - September 2014
United States Marine Corps December 2005 - December 2011
Legg Mason November 2004 - July 2007
AIG SunAmerica March 2001 - March 2004
Skills
Alternative Investments, ETFs, Mutual Funds, Series 7, Securities, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Fixed Income, Series 66, Natural Resources, Emerging Markets, Separately Managed..., Investments, Equities
Education
University of Arizona 1997 — 2000
BS, Agricultural Education
Michelle Balak's Legg Mason Experience February 2008 - July 2011
Job Fund Admin Analyst at Van Eck Global
Industry Investment Banking
Experience
Van Eck Global December 2011 - Present
Legg Mason February 2008 - July 2011
Bank of NY Mellon 2005 - 2008
Sargoy, Stein, Rosen & Shapiro 2004 - 2005
Education
University of Houston
BA, Finance
global x
Van Eck Global December 2011 - Present
Legg Mason February 2008 - July 2011
Bank of NY Mellon 2005 - 2008
Sargoy, Stein, Rosen & Shapiro 2004 - 2005
Education
University of Houston
BA, Finance
global x
Connie Herman, PHR Connie Herman, PHR's Legg Mason Experience 1999 - 2005
Job Manager, Benefits & Payroll at Pine State Trading Co.
Industry Human Resources
Experience
Pine State Trading Co. April 2014 - Present
CCR HR Consulting October 2013 - Present
SafeNet, Inc. October 2006 - September 2013
Fieldstone Mortgage Company 2005 - 2006
Legg Mason 1999 - 2005
Bank of Maryland (now BB&T Bank) 1995 - 1999
Skills
Ceridian HRIS, Oracle Enterprise..., PeopleSoft, Performance Management, Change Management, Staffing/Recruitment, Training/Development, Employee Relations..., Global Integrations, Global Benefits, Global Compensation, Project Management..., Vendor Negotiations, Benefits Administration, Deferred Compensation, Employee Relations, HRIS, Employee Benefits, Leadership, Management, Personnel Management, Mergers & Acquisitions, Human Resources
Education
University of Baltimore
Bachelors, Business Administration
Pine State Trading Co. April 2014 - Present
CCR HR Consulting October 2013 - Present
SafeNet, Inc. October 2006 - September 2013
Fieldstone Mortgage Company 2005 - 2006
Legg Mason 1999 - 2005
Bank of Maryland (now BB&T Bank) 1995 - 1999
Skills
Ceridian HRIS, Oracle Enterprise..., PeopleSoft, Performance Management, Change Management, Staffing/Recruitment, Training/Development, Employee Relations..., Global Integrations, Global Benefits, Global Compensation, Project Management..., Vendor Negotiations, Benefits Administration, Deferred Compensation, Employee Relations, HRIS, Employee Benefits, Leadership, Management, Personnel Management, Mergers & Acquisitions, Human Resources
Education
University of Baltimore
Bachelors, Business Administration
Aditya Deore Aditya Deore's Legg Mason Experience June 2010 - August 2010
Job Junior Php Developer at VTEKH
Industry Computer Software
Experience
VTEKH September 2012 - Present
Pavelife.com June 2012 - September 2012
foodfacts.com February 2011 - April 2011
Legg Mason June 2010 - August 2010
Education
University of Bridgeport 2009 — 2012
Masters, Computer science
Don Bosco , india
12th grade, SCIENCE
VTEKH September 2012 - Present
Pavelife.com June 2012 - September 2012
foodfacts.com February 2011 - April 2011
Legg Mason June 2010 - August 2010
Education
University of Bridgeport 2009 — 2012
Masters, Computer science
Don Bosco , india
12th grade, SCIENCE
Morgan Swanson's Legg Mason Experience January 2004 - May 2005
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Bank of America March 2007 - March 2008
LaSalle Bank August 2005 - March 2007
Legg Mason January 2004 - May 2005
Skills
Risk Management, Six Sigma, Project Management, Process Design, Banking, Project Planning, Finance, Capacity Management, living will, recovery and resolution..., process improvement, kpi dashboards, Data Visualization, Tableau, Infographics, KPI Implementation
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Bank of America July 2011 - Present
Bank of America March 2007 - March 2008
LaSalle Bank August 2005 - March 2007
Legg Mason January 2004 - May 2005
Skills
Risk Management, Six Sigma, Project Management, Process Design, Banking, Project Planning, Finance, Capacity Management, living will, recovery and resolution..., process improvement, kpi dashboards, Data Visualization, Tableau, Infographics, KPI Implementation
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Alex Gerb Alex Gerb's Legg Mason Experience June 2006 - December 2008
Job at Social Security Administration
Industry Financial Services
Experience
Social Security Administration October 2009 - Present
Legg Mason June 2006 - December 2008
Skills
Analysis, Financial Analysis, Access, Accounting, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Excel, Data Analysis, Finance, Leadership, Management, Microsoft Office, PowerPoint
Education
University of Baltimore 2008 — 2009
MBA, Finance
University of Maryland Baltimore County 2004 — 2008
BS, Financial Economics and Accounting
Social Security Administration October 2009 - Present
Legg Mason June 2006 - December 2008
Skills
Analysis, Financial Analysis, Access, Accounting, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Excel, Data Analysis, Finance, Leadership, Management, Microsoft Office, PowerPoint
Education
University of Baltimore 2008 — 2009
MBA, Finance
University of Maryland Baltimore County 2004 — 2008
BS, Financial Economics and Accounting
Joel Hammerman Joel Hammerman's Legg Mason Experience February 2005 - December 2008
Job Senior Technical Writer at Message Systems
Industry Information Technology and Services
Experience
Message Systems September 2014 - Present
Maricom, a CSC company June 2010 - August 2014
Baltimore Examiner December 2009 - September 2010
Lockheed Martin Information Technology May 2009 - June 2010
General Physics Corporation February 2009 - April 2009
Legg Mason February 2005 - December 2008
AdvanceMed January 2003 - February 2005
Unwired Express November 2000 - September 2002
ATSG July 1995 - November 2000
Sylvan Learning Centers July 1994 - July 1995
Skills
Software Documentation, Visio, Technical Writing, SharePoint, Requirements Analysis, SDLC, Team Leadership, Microsoft Word, Technical Documentation, Management, Quality Assurance, Business Analysis, Editing, Testing, Microsoft Excel, MS Project, Project Planning, Training, Leadership, Access, Business Requirements, PowerPoint, Photoshop, Alfresco, HTML, CSS, Disaster Recovery, Databases, Program Management
Education
University of Baltimore 1992 — 1994
M.A., Publications Design
University of Maryland Baltimore County 1982 — 1986
B.S., Information Systems Management
Message Systems September 2014 - Present
Maricom, a CSC company June 2010 - August 2014
Baltimore Examiner December 2009 - September 2010
Lockheed Martin Information Technology May 2009 - June 2010
General Physics Corporation February 2009 - April 2009
Legg Mason February 2005 - December 2008
AdvanceMed January 2003 - February 2005
Unwired Express November 2000 - September 2002
ATSG July 1995 - November 2000
Sylvan Learning Centers July 1994 - July 1995
Skills
Software Documentation, Visio, Technical Writing, SharePoint, Requirements Analysis, SDLC, Team Leadership, Microsoft Word, Technical Documentation, Management, Quality Assurance, Business Analysis, Editing, Testing, Microsoft Excel, MS Project, Project Planning, Training, Leadership, Access, Business Requirements, PowerPoint, Photoshop, Alfresco, HTML, CSS, Disaster Recovery, Databases, Program Management
Education
University of Baltimore 1992 — 1994
M.A., Publications Design
University of Maryland Baltimore County 1982 — 1986
B.S., Information Systems Management
Ric Golubov's Legg Mason Experience March 2015 - Present
Job Business Development Associate | Legg Mason
Industry Investment Management
Experience
Legg Mason March 2015 - Present
Prudential Investments July 2012 - March 2015
Morgan Stanley June 2008 - May 2012
JPMorgan Chase August 2007 - April 2008
Skills
New Business Development, Series 7, Series 63, Relationship Management, Capital Markets, Financial Services, Financial Advisory, Sales, Territory Development, Territory Growth, Competitive Analysis, Risk Tolerance, series 66, Equities, Wealth Management, Uniform Combined State..., FINRA, Mutual Funds, Exchange Traded Funds, Hedge Funds
Education
University of Hartford
University of Tampa
Legg Mason March 2015 - Present
Prudential Investments July 2012 - March 2015
Morgan Stanley June 2008 - May 2012
JPMorgan Chase August 2007 - April 2008
Skills
New Business Development, Series 7, Series 63, Relationship Management, Capital Markets, Financial Services, Financial Advisory, Sales, Territory Development, Territory Growth, Competitive Analysis, Risk Tolerance, series 66, Equities, Wealth Management, Uniform Combined State..., FINRA, Mutual Funds, Exchange Traded Funds, Hedge Funds
Education
University of Hartford
University of Tampa
Brian Shepard, CRPS® Brian Shepard, CRPS®'s Legg Mason Experience November 2003 - May 2005
Job Financial Advisor with Parkview Capital Advisors of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Aditya Deore Aditya Deore's Legg Mason Experience June 2011 - August 2011
Job Automation Engineer at Automation Anywhere
Industry Computer Software
Experience
Automation Anywhere March 2013 - Present
VTEKH October 2012 - January 2013
PaveLife 2012 - 2012
foodfacts.com September 2011 - December 2011
Legg Mason June 2011 - August 2011
Skills
JavaScript, HTML, CSS, SQL, C#, ASP.NET, XML, C++, C, VB.NET, Microsoft Office, AJAX, Microsoft SQL Server, .NET, Web Development, SDLC, Microsoft Excel, Requirements Analysis, WordPress, Business Analysis, SEO
Education
University of Bridgeport 2009 — 2012
M.S, Computer Science
Automation Anywhere March 2013 - Present
VTEKH October 2012 - January 2013
PaveLife 2012 - 2012
foodfacts.com September 2011 - December 2011
Legg Mason June 2011 - August 2011
Skills
JavaScript, HTML, CSS, SQL, C#, ASP.NET, XML, C++, C, VB.NET, Microsoft Office, AJAX, Microsoft SQL Server, .NET, Web Development, SDLC, Microsoft Excel, Requirements Analysis, WordPress, Business Analysis, SEO
Education
University of Bridgeport 2009 — 2012
M.S, Computer Science
Gerald Scheinker Gerald Scheinker's Legg Mason Experience June 1964 - June 2005
Job Executive Vice President | Scheinker Investment Partners of Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Janney Montgomery Scott, LLC April 2009 - Present
Morgan Stanley Smith Barney June 2005 - April 2009
Legg Mason June 1964 - June 2005
Skills
Equity Research, Municipal Bonds, Equity Trading, Fixed Income Analysis, Fixed Income Strategies, FINRA, Series 7, Investments, Fixed Income, Securities, Retirement Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Estate Planning, Uniform Combined State..., Series 65, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1969 — 1971
University of Baltimore School of Law 1963 — 1967
JD, Law
Laticia Muse Laticia Muse's Legg Mason Experience December 1999 - August 2002
Job
Industry Government Administration
Experience
MAXIMUS October 2011 - Present
Policy Studies Inc October 2011 - Present
CarMax June 2011 - October 2011
Maryland State Department of Education March 2007 - October 2010
Maryland State Department of Education December 2005 - March 2007
Institute for Information Industry April 2005 - December 2005
II May 2004 - April 2005
Kelly Services September 2002 - May 2004
Legg Mason December 1999 - August 2002
Skills
Clerical, Grant Preparation, Bookkeeping, Customer Service, Problem Solving, Proofreading, Collections, Administrative..., Microsoft Excel, General Ledger, Internet, Invoicing, Kaizen, Leadership, Microsoft Word, Office Management, PowerPoint
Education
Strayer University-Maryland 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Baltimore
Bachelors of Science, Business Administration
Dundalk Community College
MAXIMUS October 2011 - Present
Policy Studies Inc October 2011 - Present
CarMax June 2011 - October 2011
Maryland State Department of Education March 2007 - October 2010
Maryland State Department of Education December 2005 - March 2007
Institute for Information Industry April 2005 - December 2005
II May 2004 - April 2005
Kelly Services September 2002 - May 2004
Legg Mason December 1999 - August 2002
Skills
Clerical, Grant Preparation, Bookkeeping, Customer Service, Problem Solving, Proofreading, Collections, Administrative..., Microsoft Excel, General Ledger, Internet, Invoicing, Kaizen, Leadership, Microsoft Word, Office Management, PowerPoint
Education
Strayer University-Maryland 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Baltimore
Bachelors of Science, Business Administration
Dundalk Community College
Cara Magliocco's Legg Mason Experience 2012 - Present
Job Vice President, Retirement Specialist at Legg Mason
Industry Investment Management
Experience
Legg Mason 2012 - Present
ING Investment Management 2008 - March 2012
Morgan Stanley Smith Barney 2005 - 2008
Skills
Mutual Funds, Investment Advisory, Retirement, 401k
Education
The University of Connecticut
Legg Mason 2012 - Present
ING Investment Management 2008 - March 2012
Morgan Stanley Smith Barney 2005 - 2008
Skills
Mutual Funds, Investment Advisory, Retirement, 401k
Education
The University of Connecticut
Dan Chasan's Legg Mason Experience 2008 - May 2012
Job Business Manager Director, Clearbridge Advisors
Industry Financial Services
Experience
Clearbridge Advisors September 1996 - Present
Legg Mason 2008 - May 2012
Legg Mason 2005 - 2008
Legg Mason 2002 - 2005
Legg Mason January 1999 - January 2002
Legg Mason January 1996 - January 1999
Skills
SDLC, Trading, Customer Relations, Process Improvement, Asset Management, Business Analysis, Cross-functional Team..., Customer Service, Integration, Leadership, Management, Program Management, Project Management, Quality Assurance, Security, Software Documentation, Training, Vendor Management, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
BS, Finance
Clearbridge Advisors September 1996 - Present
Legg Mason 2008 - May 2012
Legg Mason 2005 - 2008
Legg Mason 2002 - 2005
Legg Mason January 1999 - January 2002
Legg Mason January 1996 - January 1999
Skills
SDLC, Trading, Customer Relations, Process Improvement, Asset Management, Business Analysis, Cross-functional Team..., Customer Service, Integration, Leadership, Management, Program Management, Project Management, Quality Assurance, Security, Software Documentation, Training, Vendor Management, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
BS, Finance
Paul J. Tiao Paul J. Tiao's Legg Mason Experience June 2005 - May 2007
Job Real Estate and Business Advisor
Industry Real Estate
Experience
J. Rockcliff September 2009 - Present
US Small Business Administration June 2007 - Present
Arcsource January 2008 - February 2009
Legg Mason June 2005 - May 2007
Citigroup Asset Management April 1998 - June 2005
Smith Barney May 1993 - April 1998
Shearson Lehman Brothers December 1990 - May 1993
Skills
Start-ups, Asset Managment, Investments, Real Estate, Leadership, Sellers, Mergers & Acquisitions, Strategic Planning, Strategy, Marketing, Entrepreneurship, Marketing Strategy, Portfolio Management, Management
Education
University of California, Berkeley 1986 — 1990
California Department of Real Estate 2009 — 2009
Licensed Realtor
The Coaches Training Institute 2007 — 2008
J. Rockcliff September 2009 - Present
US Small Business Administration June 2007 - Present
Arcsource January 2008 - February 2009
Legg Mason June 2005 - May 2007
Citigroup Asset Management April 1998 - June 2005
Smith Barney May 1993 - April 1998
Shearson Lehman Brothers December 1990 - May 1993
Skills
Start-ups, Asset Managment, Investments, Real Estate, Leadership, Sellers, Mergers & Acquisitions, Strategic Planning, Strategy, Marketing, Entrepreneurship, Marketing Strategy, Portfolio Management, Management
Education
University of California, Berkeley 1986 — 1990
California Department of Real Estate 2009 — 2009
Licensed Realtor
The Coaches Training Institute 2007 — 2008
Tracey Swam Lumpkin Tracey Swam Lumpkin's Legg Mason Experience June 2008 - May 2014
Job Director of Finance and Facilities
Industry Investment Management
Experience
Notre Dame Preparatory School April 2014 - Present
Legg Mason June 2008 - May 2014
Legg Mason, Inc. January 1998 - May 2008
Skills
Executive Reporting, Financial Accounting, Financial Systems..., Asset Management, Mutual Funds, Securities, Investment Management...
Education
University of Delaware
Bachelor of Science (BS), Accounting and Finance
Notre Dame Preparatory School
Notre Dame Preparatory School April 2014 - Present
Legg Mason June 2008 - May 2014
Legg Mason, Inc. January 1998 - May 2008
Skills
Executive Reporting, Financial Accounting, Financial Systems..., Asset Management, Mutual Funds, Securities, Investment Management...
Education
University of Delaware
Bachelor of Science (BS), Accounting and Finance
Notre Dame Preparatory School
Sara Slingerland Sara Slingerland's Legg Mason Experience May 2014 - Present
Job Assistant Vice President, Financial Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason 2012 - April 2014
Connecticut Behavioral Health Partnership 2011 - February 2012
Connecticut Behavioral Health Partnership August 2008 - March 2011
University of Connecticut October 2007 - May 2008
University of Connecticut July 2007 - May 2008
Skills
Data Analysis, Management, Analysis, Program Management, Training, Project Management, Research, Market Research, Financial Analysis, Access, Business Analysis, Finance, Process Improvement, Microsoft Excel, Financial Modeling
Education
The University of Connecticut 2011 — 2014
Master of Business Administration, Finance
University of Connecticut
Bachelor of Arts, Psychology
Legg Mason May 2014 - Present
Legg Mason 2012 - April 2014
Connecticut Behavioral Health Partnership 2011 - February 2012
Connecticut Behavioral Health Partnership August 2008 - March 2011
University of Connecticut October 2007 - May 2008
University of Connecticut July 2007 - May 2008
Skills
Data Analysis, Management, Analysis, Program Management, Training, Project Management, Research, Market Research, Financial Analysis, Access, Business Analysis, Finance, Process Improvement, Microsoft Excel, Financial Modeling
Education
The University of Connecticut 2011 — 2014
Master of Business Administration, Finance
University of Connecticut
Bachelor of Arts, Psychology
Charlie Donaldson, MBA Charlie Donaldson, MBA's Legg Mason Experience May 2006 - September 2006
Job Experienced College Funding Advisor ♣ Financial Planner ♣ Speaker ♣ Author ♣ Educator ♣ Entrepreneur ► Let's Connect!
Industry Higher Education
Experience
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
College Bound Coaching, LLC March 2012 - Present
Generational Wealth Management March 2012 - Present
Wilmington University August 2015 - Present
LegalShield August 2015 - Present
JPMorgan Private Bank December 2006 - March 2012
MetLife Financial Services October 2005 - December 2006
Legg Mason May 2006 - September 2006
Skills
Strategic Financial..., Financial Services, College Funding..., Retirement Income..., Creative Problem Solving, Public Speaking, Retirement Planning, Permanent Life Insurance, 401k Rollovers, IRAs, Individual Pension Plans, Equity Indexed Annuities, Whole Life, College Education..., Indexed Annuities, College Savings Plans, Retirement, Estate Planning, Roth IRA, Fixed Annuities, Financial Planning, Small Business, Financial Advisory, Investment Strategies, Finance, Banking, Financial Risk, Cash Management, 529 Plans, Mutual Funds, Investments, Life Insurance, Securities
Education
Wilmington University 2007 — 2009
MBA, Finance
Wilmington University 2004 — 2006
Bachelor of Science, Finance
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration
Vincent Santos Vincent Santos's Legg Mason Experience August 1998 - December 2005
Job Experienced Financial Systems Analyst/Trainer Seeking Opportunities
Industry Financial Services
Experience
The Training Associates January 2012 - June 2013
Morgan Stanley Smith Barney January 2006 - December 2011
Legg Mason August 1998 - December 2005
Skills
Morningstar, Zephyr, Vestek, MWatch/Mobius, Financial Services, Finance, Management Consulting, Consulting, Strategic Financial..., Analysis
Education
University of Baltimore 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Guam 1985 — 1990
Bachelor of Arts (B.A.), Psychology
The Training Associates January 2012 - June 2013
Morgan Stanley Smith Barney January 2006 - December 2011
Legg Mason August 1998 - December 2005
Skills
Morningstar, Zephyr, Vestek, MWatch/Mobius, Financial Services, Finance, Management Consulting, Consulting, Strategic Financial..., Analysis
Education
University of Baltimore 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Guam 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Regina Felton Regina Felton's Legg Mason Experience April 2000 - Present
Job Corporate Switchboard Operator/Receptionist at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2000 - Present
Alpha Graphics, Inc. June 1990 - March 2000
Waverly Press-Williams & Wilkins January 1969 - August 1983
Skills
Financial Analysis, Banking, Outlook, Microsoft Excel, Spreadsheets, Series 24, PowerPoint, Morningstar, Uniform Combined State..., Series 7, Microsoft Office, Microsoft Word, Series 63, Managing Accounts, DTC
Education
University of Baltimore 1970 — 1972
Business Economic
Legg Mason April 2000 - Present
Alpha Graphics, Inc. June 1990 - March 2000
Waverly Press-Williams & Wilkins January 1969 - August 1983
Skills
Financial Analysis, Banking, Outlook, Microsoft Excel, Spreadsheets, Series 24, PowerPoint, Morningstar, Uniform Combined State..., Series 7, Microsoft Office, Microsoft Word, Series 63, Managing Accounts, DTC
Education
University of Baltimore 1970 — 1972
Business Economic
Kevin Appleby Kevin Appleby's Legg Mason Experience August 1997 - March 2003
Job Investment Solutions Consultant
Industry Investment Management
Experience
T. Rowe Price August 2014 - Present
Morgan Stanley June 2013 - August 2014
Campbell and Company June 2005 - June 2013
Financial Industry Regulatory Authority March 2003 - June 2005
Legg Mason August 1997 - March 2003
Skills
Fixed Income, Trading, Electronic Trading, Equities, Trading Systems, Securities, Risk Management, Trading Strategies, Investments, SQL, Hedge Funds, Integration, Bloomberg, Data Analysis, Alternative Investments
Education
University of Baltimore
Master of Science, Business/Finance
University of Maryland Baltimore County
Bachelor or Arts, Economics/Finance & Management Science
T. Rowe Price August 2014 - Present
Morgan Stanley June 2013 - August 2014
Campbell and Company June 2005 - June 2013
Financial Industry Regulatory Authority March 2003 - June 2005
Legg Mason August 1997 - March 2003
Skills
Fixed Income, Trading, Electronic Trading, Equities, Trading Systems, Securities, Risk Management, Trading Strategies, Investments, SQL, Hedge Funds, Integration, Bloomberg, Data Analysis, Alternative Investments
Education
University of Baltimore
Master of Science, Business/Finance
University of Maryland Baltimore County
Bachelor or Arts, Economics/Finance & Management Science
Valerie Magoun Valerie Magoun's Legg Mason Experience 2001 - 2005
Job Training and Organizational Development Professional
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company 2006 - 2007
Legg Mason 2001 - 2005
Legg Mason 1997 - 2001
Skills
Organizational..., Training, Strategy, Leadership, Operations Management, Management, Investments, Policy, Budgets
Education
University of Connecticut 1987 — 1990
B.S., Apparel Technology; Retail Merchandising and Management
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company 2006 - 2007
Legg Mason 2001 - 2005
Legg Mason 1997 - 2001
Skills
Organizational..., Training, Strategy, Leadership, Operations Management, Management, Investments, Policy, Budgets
Education
University of Connecticut 1987 — 1990
B.S., Apparel Technology; Retail Merchandising and Management
Chris Hartline Chris Hartline's Legg Mason Experience January 2004 - January 2005
Job President & CEO
Industry Information Technology and Services
Experience
Aver Consulting Group May 2013 - Present
XLA (ALON, Inc) July 2007 - May 2013
Contractor for Booz Allen Hamilton 2005 - 2007
Legg Mason January 2004 - January 2005
United States Navy March 1995 - January 1999
Skills
Process Improvement, Business Development, Financial Analysis, Mergers, Databases, Program Management, Business Process..., PMP, Business Analysis, Management Consulting, Strategic Planning, Proposal Writing, Change Management, Government, SDLC, Integration, Consulting, IT Management, Management, Mergers & Acquisitions, DoD, ITIL, Strategy, Visio, Project Planning
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
MBA
University of Maryland Baltimore County
B.S., Information Systems
Aver Consulting Group May 2013 - Present
XLA (ALON, Inc) July 2007 - May 2013
Contractor for Booz Allen Hamilton 2005 - 2007
Legg Mason January 2004 - January 2005
United States Navy March 1995 - January 1999
Skills
Process Improvement, Business Development, Financial Analysis, Mergers, Databases, Program Management, Business Process..., PMP, Business Analysis, Management Consulting, Strategic Planning, Proposal Writing, Change Management, Government, SDLC, Integration, Consulting, IT Management, Management, Mergers & Acquisitions, DoD, ITIL, Strategy, Visio, Project Planning
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
MBA
University of Maryland Baltimore County
B.S., Information Systems
Jared Kamm Jared Kamm's Legg Mason Experience 2006 - 2007
Job MBA Student Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Ross Darrow Ross Darrow's Legg Mason Experience September 1998 - July 2000
Job Director, Treasury Services
Industry Hospital & Health Care
Experience
Bon Secours Health System February 2011 - Present
Bon Secours Health System August 2007 - February 2011
AARP June 2003 - August 2007
e.spire/Xspedius July 2000 - June 2003
Legg Mason September 1998 - July 2000
McBee Associates September 1996 - September 1998
Skills
Financial Analysis, Investments, Financial Modeling, Financial Management, Forecasting, Banking, Business Planning, Strategic Financial..., Management, Due Diligence, Managerial Finance, Portfolio Management, Loans, Business Analysis, Insurance, Corporate Finance, Financial Reporting, Process Improvement, Financial Planning
Education
University of Maryland University College 2004 — 2007
Master of Science (M.S.), Financial Management and Information Systems
University of Maryland - Robert H. Smith School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance
University of Scranton 1990 — 1994
Bachelor of Science (B.S.), Finance
Bon Secours Health System February 2011 - Present
Bon Secours Health System August 2007 - February 2011
AARP June 2003 - August 2007
e.spire/Xspedius July 2000 - June 2003
Legg Mason September 1998 - July 2000
McBee Associates September 1996 - September 1998
Skills
Financial Analysis, Investments, Financial Modeling, Financial Management, Forecasting, Banking, Business Planning, Strategic Financial..., Management, Due Diligence, Managerial Finance, Portfolio Management, Loans, Business Analysis, Insurance, Corporate Finance, Financial Reporting, Process Improvement, Financial Planning
Education
University of Maryland University College 2004 — 2007
Master of Science (M.S.), Financial Management and Information Systems
University of Maryland - Robert H. Smith School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance
University of Scranton 1990 — 1994
Bachelor of Science (B.S.), Finance
Rachele Spina Rachele Spina's Legg Mason Experience May 2014 - Present
Job
Industry Graphic Design
Experience
Legg Mason May 2014 - Present
University of Connecticut Design Center August 2013 - May 2014
UITS Web Development Lab August 2013 - April 2014
Legg Mason June 2013 - August 2013
Skills
InDesign, Illustrator, Photoshop, Dreamweaver, After Effects, Typography, Graphics, Web Development, Adobe Creative Suite, Graphic Design, WordPress, Web Design, PowerPoint, OS X, CSS, HTML 5, InCopy, Facebook
Education
The University of Connecticut 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design
Legg Mason May 2014 - Present
University of Connecticut Design Center August 2013 - May 2014
UITS Web Development Lab August 2013 - April 2014
Legg Mason June 2013 - August 2013
Skills
InDesign, Illustrator, Photoshop, Dreamweaver, After Effects, Typography, Graphics, Web Development, Adobe Creative Suite, Graphic Design, WordPress, Web Design, PowerPoint, OS X, CSS, HTML 5, InCopy, Facebook
Education
The University of Connecticut 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design
Lisa Skarr Lisa Skarr's Legg Mason Experience March 2003 - Present
Job Talent Acquisition, Legg Mason
Industry Financial Services
Experience
Legg Mason March 2003 - Present
Legg Mason December 2009 - September 2010
Allegis Group January 2000 - February 2003
Skills
Talent Management, Talent Acquisition, Diversity, Equal Opportunities, Sourcing, Recruiting, Internet Recruiting, College Recruiting, New Hire Orientations, Onboarding, Staff Retention, Social Networking, Social Media, Cold Calling, Staff Augmentation, Internships, University Relations, Employment Law, Employee Relations, Employer Branding, Employee Engagement, Internal Communications, Building Relationships, Human Resources, Temporary Placement, Hiring, Resume Writing, HR Policies, Interviews, Technical Recruiting, Applicant Tracking..., HRIS
Education
University of Baltimore
Bachelors Degree, Business Administration (Human Resources)
Legg Mason March 2003 - Present
Legg Mason December 2009 - September 2010
Allegis Group January 2000 - February 2003
Skills
Talent Management, Talent Acquisition, Diversity, Equal Opportunities, Sourcing, Recruiting, Internet Recruiting, College Recruiting, New Hire Orientations, Onboarding, Staff Retention, Social Networking, Social Media, Cold Calling, Staff Augmentation, Internships, University Relations, Employment Law, Employee Relations, Employer Branding, Employee Engagement, Internal Communications, Building Relationships, Human Resources, Temporary Placement, Hiring, Resume Writing, HR Policies, Interviews, Technical Recruiting, Applicant Tracking..., HRIS
Education
University of Baltimore
Bachelors Degree, Business Administration (Human Resources)
John-Ryan Quick's Legg Mason Experience January 2015 - Present
Job Business Development Consultant at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2015 - Present
Ridgeline Financial Partners September 2013 - January 2015
Merrill Lynch June 2011 - August 2013
The Fletcher-Terry Company 2010 - 2011
MOREWOOD Bikes Usa 2006 - 2009
Skills
Sales, Social Media Marketing, Retirement Planning, Marketing, Business Planning, Retail, Finance, Marketing Research, Investments, Series 7, Retirement, Mutual Funds, Insurance, Strategic Planning, Asset Allocation
Education
University of Hartford
Bachelor's Degree, Business Administration
Legg Mason January 2015 - Present
Ridgeline Financial Partners September 2013 - January 2015
Merrill Lynch June 2011 - August 2013
The Fletcher-Terry Company 2010 - 2011
MOREWOOD Bikes Usa 2006 - 2009
Skills
Sales, Social Media Marketing, Retirement Planning, Marketing, Business Planning, Retail, Finance, Marketing Research, Investments, Series 7, Retirement, Mutual Funds, Insurance, Strategic Planning, Asset Allocation
Education
University of Hartford
Bachelor's Degree, Business Administration
Frederick Davis Frederick Davis's Legg Mason Experience March 1998 - December 2005
Job Administrator
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
WMS Partners February 2012 - November 2014
Legg Mason Capital Management April 2011 - January 2012
Hergenroeder Financial Advisors, Inc. July 2009 - September 2010
Smith Barney December 2005 - April 2009
Legg Mason March 1998 - December 2005
Legg Mason May 1997 - March 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting
Education
University of Baltimore 1990 — 1992
Bachelor of Science, Finance
Merrill Lynch November 2014 - Present
WMS Partners February 2012 - November 2014
Legg Mason Capital Management April 2011 - January 2012
Hergenroeder Financial Advisors, Inc. July 2009 - September 2010
Smith Barney December 2005 - April 2009
Legg Mason March 1998 - December 2005
Legg Mason May 1997 - March 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting
Education
University of Baltimore 1990 — 1992
Bachelor of Science, Finance
Bill Smith, CFP® Bill Smith, CFP®'s Legg Mason Experience January 2007 - December 2007
Job Senior Vice President at Maryland Capital Management
Industry Financial Services
Experience
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Corey Munch Corey Munch's Legg Mason Experience November 2012 - Present
Job Senior Systems Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2012 - Present
Aimco October 2008 - October 2012
AIMCO September 2008 - October 2008
AIMCO October 2007 - September 2008
AIMCO February 2007 - October 2007
AIMCO April 2006 - February 2007
Skills
Ad Hoc Reporting, Report Writing, SQL, Essbase, Microsoft Office, Financial Analysis, Operating Budgets, Smartview, Property Management, Financial Statements, Financial Reporting, Hyperion Enterprise, Budgets, Training, Accounting, Leadership, Analysis, Variance Analysis
Education
University of Delaware 2001 — 2005
BA
Legg Mason November 2012 - Present
Aimco October 2008 - October 2012
AIMCO September 2008 - October 2008
AIMCO October 2007 - September 2008
AIMCO February 2007 - October 2007
AIMCO April 2006 - February 2007
Skills
Ad Hoc Reporting, Report Writing, SQL, Essbase, Microsoft Office, Financial Analysis, Operating Budgets, Smartview, Property Management, Financial Statements, Financial Reporting, Hyperion Enterprise, Budgets, Training, Accounting, Leadership, Analysis, Variance Analysis
Education
University of Delaware 2001 — 2005
BA
Jeff Hawley's Legg Mason Experience 1983 - 1999
Job First Vice President Investments and Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2002 - Present
Morgan Stanley 2000 - 2002
Legg Mason 1983 - 1999
Palomar Financial (AMEX: PFN; later privatized) 1977 - 1982
Olinkraft, Inc (NYSE: OKF; acq. by Johns Manville who was acq. by Berkshire Hathaway) 1974 - 1977
Peat, Marwick, Mitchell & Co. (now KPMG) 1970 - 1974
Education
CBOE Options Institute
Chicago, Illinois; Diploma
University of Louisiana at Monroe 1974 — 1978
M. B. A., Management
Louisiana Tech University 1966 — 1970
B. S., Accounting, Finance, Economics
Wells Fargo Advisors, LLC 2002 - Present
Morgan Stanley 2000 - 2002
Legg Mason 1983 - 1999
Palomar Financial (AMEX: PFN; later privatized) 1977 - 1982
Olinkraft, Inc (NYSE: OKF; acq. by Johns Manville who was acq. by Berkshire Hathaway) 1974 - 1977
Peat, Marwick, Mitchell & Co. (now KPMG) 1970 - 1974
Education
CBOE Options Institute
Chicago, Illinois; Diploma
University of Louisiana at Monroe 1974 — 1978
M. B. A., Management
Louisiana Tech University 1966 — 1970
B. S., Accounting, Finance, Economics
Christopher Holtby Christopher Holtby's Legg Mason Experience April 1993 - May 1999
Job Chief Marketing Officer at Wealth Advisors Trust Company
Industry Financial Services
Experience
Wealth Advisors Trust Company July 2015 - Present
Wealth Advisors Trust Company May 2009 - Present
Midland Wealth Management July 2003 - June 2015
Royal Ontario Museum 2010 - 2014
EY May 1999 - July 2003
Legg Mason April 1993 - May 1999
Skills
Trust Services, Irrevocable Life..., Trust Management, Trusts, Estate Planning, Asset Management, Financial Planning, Finance
Education
University of Arizona 1987 — 1991
Bachelor of Arts (B.A.), Psychology
St. Mark's School of Texas
St. Mark's School of Texas
Wealth Advisors Trust Company July 2015 - Present
Wealth Advisors Trust Company May 2009 - Present
Midland Wealth Management July 2003 - June 2015
Royal Ontario Museum 2010 - 2014
EY May 1999 - July 2003
Legg Mason April 1993 - May 1999
Skills
Trust Services, Irrevocable Life..., Trust Management, Trusts, Estate Planning, Asset Management, Financial Planning, Finance
Education
University of Arizona 1987 — 1991
Bachelor of Arts (B.A.), Psychology
St. Mark's School of Texas
St. Mark's School of Texas
Tom Ervin Tom Ervin's Legg Mason Experience 1992 - 2005
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 1992 - 2005
Education
University of Delaware 1985 — 1989
Bachelor of Science (BS), Finance
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 1992 - 2005
Education
University of Delaware 1985 — 1989
Bachelor of Science (BS), Finance
Mary Meek Mary Meek's Legg Mason Experience 1999 - 2002
Job Health Data Analyst at Johns Hopkins HealthCare
Industry Hospital & Health Care
Experience
Johns Hopkins HealthCare October 2008 - Present
Johns Hopkins Comprehensive Transplant Center 2007 - 2007
Legg Mason 1999 - 2002
Skills
HEDIS, Healthcare Management, Healthcare Information..., Disease Management, ICD-9, Medicaid, Nursing, Medicare, Health Policy, Healthcare Industry, Medicaid Managed Care, Health Insurance, HIPAA, Healthcare Consulting, Utilization Management
Education
University of Baltimore 2005 — 2007
Master of Science (MS), Health/Health Care Administration/Management
University of Baltimore 1997 — 1999
Bachelor of Science (BS), Business Administration specialization in Computer Information Systems
Johns Hopkins HealthCare October 2008 - Present
Johns Hopkins Comprehensive Transplant Center 2007 - 2007
Legg Mason 1999 - 2002
Skills
HEDIS, Healthcare Management, Healthcare Information..., Disease Management, ICD-9, Medicaid, Nursing, Medicare, Health Policy, Healthcare Industry, Medicaid Managed Care, Health Insurance, HIPAA, Healthcare Consulting, Utilization Management
Education
University of Baltimore 2005 — 2007
Master of Science (MS), Health/Health Care Administration/Management
University of Baltimore 1997 — 1999
Bachelor of Science (BS), Business Administration specialization in Computer Information Systems
Brendan Fahey Brendan Fahey's Legg Mason Experience 2008 - 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2010 - Present
Legg Mason 2008 - 2010
Legg Mason 2002 - 2008
Education
University of Dayton
University of Maryland University College
Northwestern Mutual 2010 - Present
Legg Mason 2008 - 2010
Legg Mason 2002 - 2008
Education
University of Dayton
University of Maryland University College
Michael A. Miller Michael A. Miller's Legg Mason Experience July 2008 - August 2009
Job Partner & Regional Director of Advisory Services Central U.S. at Versus Capital Group
Industry Investment Management
Experience
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Erick Koehler Erick Koehler's Legg Mason Experience 1997 - 1998
Job Vice President at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield (Formerly DTZ) September 2014 - Present
ArtWorks Cincinnati April 2015 - Present
J.P. Morgan August 2011 - August 2014
Compass Retail Equity March 2009 - September 2011
Phillips Edison & Company 2006 - 2009
Cushman & Wakefield 2004 - 2006
Anchor Associates 2002 - 2004
Equity Investment Group 1999 - 2002
Legg Mason 1997 - 1998
Skills
Investments, Strategy, Mergers & Acquisitions, Commercial Real Estate, Valuation, Management, Portfolio Management, Business Development, Leadership, Negotiation, Credit, Loans, Disposition, Banking, Analysis, Dispositions
Education
Vanderbilt University 1995 — 1999
BA, Economics, Communications
University of Cincinnati College of Business 2009 — 2011
Masters in Business Administration
Cincinnati USA Chamber of Commerce 2006 — 2006
C-Change, Leadership Development for Young Professionals
Mariemont High School 1991 — 1995
Cushman & Wakefield (Formerly DTZ) September 2014 - Present
ArtWorks Cincinnati April 2015 - Present
J.P. Morgan August 2011 - August 2014
Compass Retail Equity March 2009 - September 2011
Phillips Edison & Company 2006 - 2009
Cushman & Wakefield 2004 - 2006
Anchor Associates 2002 - 2004
Equity Investment Group 1999 - 2002
Legg Mason 1997 - 1998
Skills
Investments, Strategy, Mergers & Acquisitions, Commercial Real Estate, Valuation, Management, Portfolio Management, Business Development, Leadership, Negotiation, Credit, Loans, Disposition, Banking, Analysis, Dispositions
Education
Vanderbilt University 1995 — 1999
BA, Economics, Communications
University of Cincinnati College of Business 2009 — 2011
Masters in Business Administration
Cincinnati USA Chamber of Commerce 2006 — 2006
C-Change, Leadership Development for Young Professionals
Mariemont High School 1991 — 1995
Michelle Spinei Michelle Spinei's Legg Mason Experience 2007 - 2008
Job at
Industry Museums and Institutions
Experience
WPKN Inc July 2014 - Present
Greenwich Land Trust January 2014 - Present
Bruce Museum September 2008 - December 2013
Legg Mason 2007 - 2008
Skills
Arts Administration, Museums, Stewardship, Museum Education, Volunteer Management, Philanthropy, Fundraising, Nonprofits, Community Outreach, Editing, Grants, Public Speaking
Education
The University of Connecticut
Bachelor of Science, Business Administration
WPKN Inc July 2014 - Present
Greenwich Land Trust January 2014 - Present
Bruce Museum September 2008 - December 2013
Legg Mason 2007 - 2008
Skills
Arts Administration, Museums, Stewardship, Museum Education, Volunteer Management, Philanthropy, Fundraising, Nonprofits, Community Outreach, Editing, Grants, Public Speaking
Education
The University of Connecticut
Bachelor of Science, Business Administration
Jason E. Hughes Jason E. Hughes's Legg Mason Experience February 2001 - September 2005
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney September 2005 - September 2012
Legg Mason February 2001 - September 2005
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments, Series 63, Securities, Asset Management, Portfolio Management, Equities, Wealth Management..., Financial Analysis, Uniform Combined State..., Fixed Income, 401k
Education
University of Florida 1991 — 1995
B.S.B.A., Economics
University of Florida 1991 — 1995
Bachelor's of Science Business Administration, Economics
UBS Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney September 2005 - September 2012
Legg Mason February 2001 - September 2005
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investment Advisory, Estate Planning, Alternative Investments, Series 63, Securities, Asset Management, Portfolio Management, Equities, Wealth Management..., Financial Analysis, Uniform Combined State..., Fixed Income, 401k
Education
University of Florida 1991 — 1995
B.S.B.A., Economics
University of Florida 1991 — 1995
Bachelor's of Science Business Administration, Economics
Laura Frye Laura Frye's Legg Mason Experience 2000 - 2005
Job Senior Human Resources Specialist at Spirent Communications
Industry Telecommunications
Experience
Spirent Communications January 2014 - Present
Spirent Communications September 2012 - January 2013
Metrico Wireless January 2011 - September 2012
Northampton Manor February 2009 - January 2011
Legg Mason 2000 - 2005
Rural/Metro Corporation August 1996 - May 2000
Skills
Onboarding, Performance Management, Employee Relations, Coaching, Applicant Tracking..., College Recruiting, Talent Acquisition, Recruiting, Hiring, Human Resources, Personnel Management, Interviews, Management, Leadership, Labor Relations, Benefits Administration, Sales
Education
University of Baltimore 2003 — 2005
MSB, Venturing and Marketing
University of Maryland Baltimore County 1992 — 1996
BA, Industrial Psychology
Spirent Communications January 2014 - Present
Spirent Communications September 2012 - January 2013
Metrico Wireless January 2011 - September 2012
Northampton Manor February 2009 - January 2011
Legg Mason 2000 - 2005
Rural/Metro Corporation August 1996 - May 2000
Skills
Onboarding, Performance Management, Employee Relations, Coaching, Applicant Tracking..., College Recruiting, Talent Acquisition, Recruiting, Hiring, Human Resources, Personnel Management, Interviews, Management, Leadership, Labor Relations, Benefits Administration, Sales
Education
University of Baltimore 2003 — 2005
MSB, Venturing and Marketing
University of Maryland Baltimore County 1992 — 1996
BA, Industrial Psychology
Blair Gorman Blair Gorman's Legg Mason Experience August 2011 - Present
Job Assistant Vice President, Sales Training Manager at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Tabitha Dimeo's Legg Mason Experience June 2000 - July 2002
Job Senior Financial Analyst
Industry Hospital & Health Care
Experience
Evergreen Health Co-op May 2015 - Present
Medifast/Jason Pharmaceuticals August 2013 - January 2015
AAI Corporation, an operating unit of Textron Systems, a Textron Inc. company April 2010 - August 2013
AAI Corporation October 2006 - April 2010
CareFirst BlueCross BlueShield December 2005 - October 2006
CareFirst BlueCross BlueShield July 2002 - December 2005
Legg Mason June 2000 - July 2002
CareFirst BlueCross BlueShield June 1997 - June 2000
Reznick Group October 1996 - June 1997
Skills
Government Contracting, Forecasting, Variance Analysis, Process Improvement, Earned Value Management, Financial Analysis, PeopleSoft, Finance, Auditing, Cost Accounting, Tax Accounting, Tax Analysis, FAS 109, FIN 48, Oracle, Corporate Tax Planning, Property Tax, Sales & Use Tax, Corporate Tax, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Accounting, Business Analysis, Strategic Financial..., Microsoft Excel, Data Analysis, Financial Modeling, Analysis, Budgets, Access, Tax, Cross-functional Team..., FAS 5, Fixed Assets, SEC filings
Education
University of Baltimore
Bachelor of Science (B.S.), Business Administration, Finance and Accounting
Virginia Commonwealth University 1990 — 1994
Studied Mass Communications, Advertising
Evergreen Health Co-op May 2015 - Present
Medifast/Jason Pharmaceuticals August 2013 - January 2015
AAI Corporation, an operating unit of Textron Systems, a Textron Inc. company April 2010 - August 2013
AAI Corporation October 2006 - April 2010
CareFirst BlueCross BlueShield December 2005 - October 2006
CareFirst BlueCross BlueShield July 2002 - December 2005
Legg Mason June 2000 - July 2002
CareFirst BlueCross BlueShield June 1997 - June 2000
Reznick Group October 1996 - June 1997
Skills
Government Contracting, Forecasting, Variance Analysis, Process Improvement, Earned Value Management, Financial Analysis, PeopleSoft, Finance, Auditing, Cost Accounting, Tax Accounting, Tax Analysis, FAS 109, FIN 48, Oracle, Corporate Tax Planning, Property Tax, Sales & Use Tax, Corporate Tax, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Accounting, Business Analysis, Strategic Financial..., Microsoft Excel, Data Analysis, Financial Modeling, Analysis, Budgets, Access, Tax, Cross-functional Team..., FAS 5, Fixed Assets, SEC filings
Education
University of Baltimore
Bachelor of Science (B.S.), Business Administration, Finance and Accounting
Virginia Commonwealth University 1990 — 1994
Studied Mass Communications, Advertising
Tom Scarrone's Legg Mason Experience 2008 - August 2011
Job Wholesaler at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Legg Mason 2008 - August 2011
Scarrone Consulting January 2000 - January 2005
TRADITION FINANCIAL SERVICES January 1989 - January 2000
Banque Francaise Du Commerce Exterieur January 1987 - January 1989
HSBC January 1983 - January 1987
Skills
Series 7, Series 63, Portfolio Management, Equities, Strategy, Mutual Funds, Finance, Trading, Bonds, Options, Banking, New Business Development, Separately Managed...
Education
University of Delaware 1979 — 1983
BA, Economics
Rumson FairHaven Highschool 1975 — 1979
BlackRock August 2011 - Present
Legg Mason 2008 - August 2011
Scarrone Consulting January 2000 - January 2005
TRADITION FINANCIAL SERVICES January 1989 - January 2000
Banque Francaise Du Commerce Exterieur January 1987 - January 1989
HSBC January 1983 - January 1987
Skills
Series 7, Series 63, Portfolio Management, Equities, Strategy, Mutual Funds, Finance, Trading, Bonds, Options, Banking, New Business Development, Separately Managed...
Education
University of Delaware 1979 — 1983
BA, Economics
Rumson FairHaven Highschool 1975 — 1979
Eric Seel's Legg Mason Experience March 1999 - October 2005
Job
Industry Financial Services
Experience
Janney Montgomery Scott July 2013 - Present
Janney Montgomery Scott March 2009 - July 2013
Stifel Nicolaus November 2005 - March 2009
Legg Mason March 1999 - October 2005
US Navy 1988 - 1999
Skills
Project Management, Trading Systems, Capital Markets..., Capital Markets, Bloomberg, Thomson One, FIX, Equity Capital Markets, Fixed Income Trading, Equity Trading, SharePoint, Fixed Income, Leadership, Asset Management, Vendor Management, Electronic Trading, Thompson One, Equities, Business Intelligence, Data Analysis, KPI Dashboards, Special Operations, Management, Business Process, Financial Services, Series 7, Risk Management
Education
Villanova University 2013 — 2014
Certfied Professional in Business Intelligence
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA
Virginia Polytechnic Institute and State University 1988 — 1992
BA
Janney Montgomery Scott July 2013 - Present
Janney Montgomery Scott March 2009 - July 2013
Stifel Nicolaus November 2005 - March 2009
Legg Mason March 1999 - October 2005
US Navy 1988 - 1999
Skills
Project Management, Trading Systems, Capital Markets..., Capital Markets, Bloomberg, Thomson One, FIX, Equity Capital Markets, Fixed Income Trading, Equity Trading, SharePoint, Fixed Income, Leadership, Asset Management, Vendor Management, Electronic Trading, Thompson One, Equities, Business Intelligence, Data Analysis, KPI Dashboards, Special Operations, Management, Business Process, Financial Services, Series 7, Risk Management
Education
Villanova University 2013 — 2014
Certfied Professional in Business Intelligence
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA
Virginia Polytechnic Institute and State University 1988 — 1992
BA
BRIAN DEAL's Legg Mason Experience January 2007 - Present
Job Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2007 - Present
Travelers Life & Annuity 1996 - 2007
Education
University of Arizona 1990 — 1994
Legg Mason January 2007 - Present
Travelers Life & Annuity 1996 - 2007
Education
University of Arizona 1990 — 1994
Mark Lionetti's Legg Mason Experience Project CoordinatorLegg Mason Technology Services2007 - Present
Job Project Coordinator at Legg Mason
Industry Financial Services
Experience
Legg Mason Project CoordinatorLegg Mason Technology Services2007 - Present
Education
University of Connecticut 2002 — 2006
Legg Mason Project CoordinatorLegg Mason Technology Services2007 - Present
Education
University of Connecticut 2002 — 2006
Ken Weisenborn, PMP's Legg Mason Experience April 2008 - December 2008
Job EPMO Manager
Industry Hospital & Health Care
Experience
Ciena August 2011 - Present
Medifast, Inc. 2009 - September 2011
CareFirst BlueCross BlueShield February 2009 - October 2009
Legg Mason April 2008 - December 2008
Skyline Network Engineering LLC February 2008 - April 2008
First Home Mortgage Corporation March 2007 - February 2008
Baltimore American Mortgage February 1998 - March 2007
Skills
SDLC, Vendor Management, PMO, Project Management, SharePoint, Business Analysis, Process Improvement, Requirements Analysis, PMP, Project Portfolio..., Visio, Strategic Planning, Program Management, MS Project, Software Project..., Change Management, Team Leadership, IT Management, Project Planning, Management, Oracle, SOA, Sales&Marketing, Management Consulting, Data Warehousing, Team Building
Education
University of Baltimore 1994 — 1996
Bachelor
Ciena August 2011 - Present
Medifast, Inc. 2009 - September 2011
CareFirst BlueCross BlueShield February 2009 - October 2009
Legg Mason April 2008 - December 2008
Skyline Network Engineering LLC February 2008 - April 2008
First Home Mortgage Corporation March 2007 - February 2008
Baltimore American Mortgage February 1998 - March 2007
Skills
SDLC, Vendor Management, PMO, Project Management, SharePoint, Business Analysis, Process Improvement, Requirements Analysis, PMP, Project Portfolio..., Visio, Strategic Planning, Program Management, MS Project, Software Project..., Change Management, Team Leadership, IT Management, Project Planning, Management, Oracle, SOA, Sales&Marketing, Management Consulting, Data Warehousing, Team Building
Education
University of Baltimore 1994 — 1996
Bachelor
Daniel Maroney's Legg Mason Experience June 2004 - October 2005
Job First Vice President Investments with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2010 - Present
UBS Financial Services October 2005 - May 2010
Legg Mason June 2004 - October 2005
Skills
Investments, Retirement Planning, Mutual Funds, Economics, Strategic Financial..., 401k, Access, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Retirement, Securities, Financial Modeling, Process Improvement, Risk Management, Sales, Time Management, Valuation, Management
Education
University of Florida
Wells Fargo Advisors, LLC May 2010 - Present
UBS Financial Services October 2005 - May 2010
Legg Mason June 2004 - October 2005
Skills
Investments, Retirement Planning, Mutual Funds, Economics, Strategic Financial..., 401k, Access, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Retirement, Securities, Financial Modeling, Process Improvement, Risk Management, Sales, Time Management, Valuation, Management
Education
University of Florida
Gregory Weibley's Legg Mason Experience May 1994 - April 1996
Job J.P. Morgan Institutional Equity Sales
Industry Financial Services
Experience
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
Nadia Fraga's Legg Mason Experience April 2014 - Present
Job RFP Associate at Legg Mason
Industry Banking
Experience
Legg Mason April 2014 - Present
AXA Investment Managers January 2012 - Present
american express
Skills
Credit Risk
Education
University of California, Irvine 2002 — 2006
Legg Mason April 2014 - Present
AXA Investment Managers January 2012 - Present
american express
Skills
Credit Risk
Education
University of California, Irvine 2002 — 2006
Matthew Brancato, AAMS ®'s Legg Mason Experience August 2007 - November 2010
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds August 2014 - Present
Hatteras Funds April 2014 - August 2014
Hatteras Funds May 2013 - April 2014
Mirae Asset Global Investments (USA) LLC October 2010 - January 2013
Legg Mason August 2007 - November 2010
Legg Mason May 2005 - August 2007
Citi November 2004 - May 2005
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
Mutual Funds, Separately Managed..., Series 7, Alternative Investments, ETFs, Series 63, Investments, Asset Managment, Hedge Funds, Equities, Series 6, Wealth Management, Retirement, Relationship Management, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Connecticut
Bachelor of Science, Business and Technology, Magna Cum Laude
Hatteras Funds August 2014 - Present
Hatteras Funds April 2014 - August 2014
Hatteras Funds May 2013 - April 2014
Mirae Asset Global Investments (USA) LLC October 2010 - January 2013
Legg Mason August 2007 - November 2010
Legg Mason May 2005 - August 2007
Citi November 2004 - May 2005
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
Mutual Funds, Separately Managed..., Series 7, Alternative Investments, ETFs, Series 63, Investments, Asset Managment, Hedge Funds, Equities, Series 6, Wealth Management, Retirement, Relationship Management, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Connecticut
Bachelor of Science, Business and Technology, Magna Cum Laude
Alice Harper's Legg Mason Experience April 1999 - November 2005
Job Institutional Equity Sales Trader / Branch Operations Manager
Industry Financial Services
Experience
STIFEL NICOLAUS April 1999 - April 2008
Legg Mason April 1999 - November 2005
Education
University of Colorado Boulder
University of Vermont 1993 — 1995
STIFEL NICOLAUS April 1999 - April 2008
Legg Mason April 1999 - November 2005
Education
University of Colorado Boulder
University of Vermont 1993 — 1995
Kim Ford, PMP's Legg Mason Experience June 1996 - December 1998
Job Deputy Program Manager, Engineer at Praxis Engineering
Industry Computer Software
Experience
Praxis Engineering July 2010 - Present
Kadix Systems March 2009 - July 2010
Praxis Engineering January 2006 - March 2009
Lockheed Martin September 2001 - January 2006
Commerce One April 2000 - September 2001
Vips Inc August 1999 - April 2000
T. Rowe Price December 1998 - August 1999
Legg Mason June 1996 - December 1998
Skills
Requirements Analysis, Configuration Management, DoD, Security Clearance, Information Assurance, CMMI, Proposal Writing, Software Project..., Software Engineering, PMP
Education
University of Baltimore 1994 — 1996
Bachelor of Science (B.S.), Finance, General
Praxis Engineering July 2010 - Present
Kadix Systems March 2009 - July 2010
Praxis Engineering January 2006 - March 2009
Lockheed Martin September 2001 - January 2006
Commerce One April 2000 - September 2001
Vips Inc August 1999 - April 2000
T. Rowe Price December 1998 - August 1999
Legg Mason June 1996 - December 1998
Skills
Requirements Analysis, Configuration Management, DoD, Security Clearance, Information Assurance, CMMI, Proposal Writing, Software Project..., Software Engineering, PMP
Education
University of Baltimore 1994 — 1996
Bachelor of Science (B.S.), Finance, General
Katie Silcox's Legg Mason Experience 1998 - 2000
Job Benefits Manager at The News Journal
Industry Newspapers
Experience
The News Journal Benefits/HR SpecialistSylvan Learning SystemsOctober 2000 - March 2005
Educate, Inc. 2000 - 2005
Legg Mason 1998 - 2000
Education
University of Delaware 1994 — 1998
The News Journal Benefits/HR SpecialistSylvan Learning SystemsOctober 2000 - March 2005
Educate, Inc. 2000 - 2005
Legg Mason 1998 - 2000
Education
University of Delaware 1994 — 1998
Tina Jurman's Legg Mason Experience July 2010 - Present
Job Due Diligence Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Malou Flowers's Legg Mason Experience November 2005 - July 2007
Job Portfolio Associate
Industry Financial Services
Experience
Legg Mason November 2005 - July 2007
Citigroup 1999 - 2005
Skills
Photography, Event Planning, Fixed Income, Customer Service, Strategy, Microsoft Office, Project Management, Sales, Strategic Planning, Team Building, Analysis, Asset Management, Insurance, Leadership
Education
University of California, Irvine
Legg Mason November 2005 - July 2007
Citigroup 1999 - 2005
Skills
Photography, Event Planning, Fixed Income, Customer Service, Strategy, Microsoft Office, Project Management, Sales, Strategic Planning, Team Building, Analysis, Asset Management, Insurance, Leadership
Education
University of California, Irvine
Audrey Proto's Legg Mason Experience February 2008 - April 2009
Job Global Sanctions Compliance
Industry Financial Services
Experience
MasterCard August 2015 - Present
Morgan Stanley August 2009 - August 2015
Legg Mason February 2008 - April 2009
Legg Mason July 2005 - February 2008
Skills
Hedge Funds, Securities, Equities, Fixed Income, Mutual Funds, Investments, Asset Management, Financial Services, Finance, Capital Markets
Education
SUNY Old Westbury 1997 — 1999
Bachelor's degree, Marketing
University of Hartford 1994 — 1996
Marketing
MasterCard August 2015 - Present
Morgan Stanley August 2009 - August 2015
Legg Mason February 2008 - April 2009
Legg Mason July 2005 - February 2008
Skills
Hedge Funds, Securities, Equities, Fixed Income, Mutual Funds, Investments, Asset Management, Financial Services, Finance, Capital Markets
Education
SUNY Old Westbury 1997 — 1999
Bachelor's degree, Marketing
University of Hartford 1994 — 1996
Marketing
Josiah Chege's Legg Mason Experience Senior Software EngineerBrave New MarketsNovember 2012 - Present
Job Senior Software Engineer at Brave New Markets
Industry Computer Software
Experience
Legg Mason Senior Software EngineerBrave New MarketsNovember 2012 - Present
Skills
Equities, Mutual Funds, Asset Managment, Series 7, Fixed Income, Wealth Management
Education
University of Baltimore 1987 — 1988
Bachelor of Science (B.S.), Computer Science
Legg Mason Senior Software EngineerBrave New MarketsNovember 2012 - Present
Skills
Equities, Mutual Funds, Asset Managment, Series 7, Fixed Income, Wealth Management
Education
University of Baltimore 1987 — 1988
Bachelor of Science (B.S.), Computer Science
H. Scott Scherr's Legg Mason Experience February 1992 - April 1997
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2007 - Present
Merrill Lynch May 1998 - March 2007
Legg Mason February 1992 - April 1997
Skills
Retirement Planning, Series 7, Estate Planning, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Wealth, Personal Financial..., Insurance, Wealth Accumulation, Financial Services, Asset Management, Financial Advisory, 401k, Securities, Education Funding, Fixed Annuities, IRAs, Investment Strategies
Education
University of Baltimore 1971 — 1974
Lincoln Financial Advisors May 2007 - Present
Merrill Lynch May 1998 - March 2007
Legg Mason February 1992 - April 1997
Skills
Retirement Planning, Series 7, Estate Planning, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Wealth, Personal Financial..., Insurance, Wealth Accumulation, Financial Services, Asset Management, Financial Advisory, 401k, Securities, Education Funding, Fixed Annuities, IRAs, Investment Strategies
Education
University of Baltimore 1971 — 1974
Sepi Naficy's Legg Mason Experience 1998 - 2000
Job Realtor at Realty ONE Group
Industry Real Estate
Experience
Realty ONE Group November 2012 - Present
Artisan Realestate Inc. 2007 - 2012
Warmington Homes California 2005 - 2005
Wet Seal 2002 - 2004
Heil Brice Retail Advertising 2000 - 2002
Legg Mason 1998 - 2000
Skills
Real Estate, Relocation, Foreclosures, Real Estate Transactions, REO, Single Family Homes, Sellers, Investment Properties, Investors, Listings, Buyer Representation, Referrals, Buyers, Condos, Short Sales, Townhomes, First Time Home Buyers, Residential Homes, New Home Sales, Real Property
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelor's degree, International Business and Marketing
Realty ONE Group November 2012 - Present
Artisan Realestate Inc. 2007 - 2012
Warmington Homes California 2005 - 2005
Wet Seal 2002 - 2004
Heil Brice Retail Advertising 2000 - 2002
Legg Mason 1998 - 2000
Skills
Real Estate, Relocation, Foreclosures, Real Estate Transactions, REO, Single Family Homes, Sellers, Investment Properties, Investors, Listings, Buyer Representation, Referrals, Buyers, Condos, Short Sales, Townhomes, First Time Home Buyers, Residential Homes, New Home Sales, Real Property
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelor's degree, International Business and Marketing
Andrea Klausmeier's Legg Mason Experience September 2014 - Present
Job Internal Audit at Legg Mason
Industry Accounting
Experience
Legg Mason September 2014 - Present
Grant Thornton August 2009 - Present
Grant Thornton July 2003 - July 2009
Skills
Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Legg Mason September 2014 - Present
Grant Thornton August 2009 - Present
Grant Thornton July 2003 - July 2009
Skills
Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
G. Hunt Mitchell, CFP's Legg Mason Experience August 1985 - August 2005
Job Managing Director at Raymond James & Assoc., Inc.
Industry Financial Services
Experience
Raymond James & Assoc., Inc. April 2012 - Present
Morgan Keegan August 2005 - April 2012
Legg Mason August 1985 - August 2005
DeRand Investment Corp. October 1979 - August 1985
Toronto Blue Jays Baseball Team February 1977 - August 1978
Baltimore Orioles Baseball Team June 1975 - August 1976
Skills
Investments, Finance, Asset Allocation, Management, Management Consulting, Bonds, Retirement Planning, Estate Planning
Education
College of Financial Planning 1981 — 1983
Certified Financial Planner, Financial Planning
University of Maryland - Robert H. Smith School of Business 1978 — 1979
Bachelor of Science, Business Administration
Landon School - 1975 - Cum Laude 1965 — 1975
Raymond James & Assoc., Inc. April 2012 - Present
Morgan Keegan August 2005 - April 2012
Legg Mason August 1985 - August 2005
DeRand Investment Corp. October 1979 - August 1985
Toronto Blue Jays Baseball Team February 1977 - August 1978
Baltimore Orioles Baseball Team June 1975 - August 1976
Skills
Investments, Finance, Asset Allocation, Management, Management Consulting, Bonds, Retirement Planning, Estate Planning
Education
College of Financial Planning 1981 — 1983
Certified Financial Planner, Financial Planning
University of Maryland - Robert H. Smith School of Business 1978 — 1979
Bachelor of Science, Business Administration
Landon School - 1975 - Cum Laude 1965 — 1975
Daniel Tesfaye's Legg Mason Experience August 2006 - November 2006
Job Financial Analyst
Industry Defense & Space
Experience
Technology Service Corporation March 2007 - Present
Fidelity & Trust December 2006 - March 2007
Legg Mason August 2006 - November 2006
Constellation Energy May 2006 - August 2006
Legg Mason April 2006 - May 2006
Skills
Financial Modeling, Risk Management, Valuation, Portfolio Management, Financial Analysis, Audit, Derivatives Analysis, GAAP, DCAA Compliance, Microsoft Excel, Deltek
Education
University of Baltimore 2004 — 2005
Bachelor's of Science Business Administration, Finance
Technology Service Corporation March 2007 - Present
Fidelity & Trust December 2006 - March 2007
Legg Mason August 2006 - November 2006
Constellation Energy May 2006 - August 2006
Legg Mason April 2006 - May 2006
Skills
Financial Modeling, Risk Management, Valuation, Portfolio Management, Financial Analysis, Audit, Derivatives Analysis, GAAP, DCAA Compliance, Microsoft Excel, Deltek
Education
University of Baltimore 2004 — 2005
Bachelor's of Science Business Administration, Finance
Bill Bausman, CPA/MBA's Legg Mason Experience September 1994 - December 1996
Job Senior Accountant at Element Fleet Management
Industry Accounting
Experience
PHH Arval now part of Element Financial Corporation January 2008 - Present
U.S. Foodservice April 2004 - January 2008
Town and Country Trust May 2003 - March 2004
CitiFinancial May 2001 - March 2003
Sylvan Learning Systems, Inc February 1999 - May 2001
Zurich Commerical September 1998 - February 1999
Zurich Commerical December 1996 - September 1998
Legg Mason September 1994 - December 1996
Skills
General Ledger, Financial Analysis, Financial Accounting, Internal Audit, Intercompany, Sarbanes-Oxley Act, Inventory Analysis, Foreign Exchange, Advance Microsoft Excel, Staff Development, Insurance, Brokerage, Fleet Leasing, Property Management, Banking, Blackline, PeopleSoft, JD Edwards, Hyperion HFM, Internal Controls
Education
University of Baltimore 1997 — 2001
Master of Business Administration (MBA), Specialized in IT
Villa Julie/Stevenson College 1990 — 1994
Bachelors of Science Degree, Computer Accounting
PHH Arval now part of Element Financial Corporation January 2008 - Present
U.S. Foodservice April 2004 - January 2008
Town and Country Trust May 2003 - March 2004
CitiFinancial May 2001 - March 2003
Sylvan Learning Systems, Inc February 1999 - May 2001
Zurich Commerical September 1998 - February 1999
Zurich Commerical December 1996 - September 1998
Legg Mason September 1994 - December 1996
Skills
General Ledger, Financial Analysis, Financial Accounting, Internal Audit, Intercompany, Sarbanes-Oxley Act, Inventory Analysis, Foreign Exchange, Advance Microsoft Excel, Staff Development, Insurance, Brokerage, Fleet Leasing, Property Management, Banking, Blackline, PeopleSoft, JD Edwards, Hyperion HFM, Internal Controls
Education
University of Baltimore 1997 — 2001
Master of Business Administration (MBA), Specialized in IT
Villa Julie/Stevenson College 1990 — 1994
Bachelors of Science Degree, Computer Accounting
Marci Cooke's Legg Mason Experience February 2007 - January 2012
Job Deputy Project Manager at Neil Hoosier & Associates (NHA), Inc.
Industry Information Technology and Services
Experience
Neil Hoosier & Associates (NHA), Inc. June 2014 - Present
Neil Hoosier & Associates (NHA), Inc. January 2012 - June 2014
Legg Mason February 2007 - January 2012
JPMorgan Chase August 2005 - September 2006
IBM Global Services September 2004 - June 2005
IBM UK Ltd 1998 - 2005
IBM Global Services July 2000 - September 2004
Skills
Vendor Management, Visio, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Testing, SDLC, Requirements Analysis, IT Service Management, Unix, ITIL, Business Analysis, Project Management, Software Project..., Program Management, SharePoint, PMP, Software Documentation, Integration, IT Management, Incident Management, Management, Data Center, SQL, MS Project, Security, Active Directory, Oracle, Troubleshooting
Education
Nottingham Trent University 1992 — 1993
University of Maine 1989 — 1993
BA, International Affairs in Political Science
Neil Hoosier & Associates (NHA), Inc. June 2014 - Present
Neil Hoosier & Associates (NHA), Inc. January 2012 - June 2014
Legg Mason February 2007 - January 2012
JPMorgan Chase August 2005 - September 2006
IBM Global Services September 2004 - June 2005
IBM UK Ltd 1998 - 2005
IBM Global Services July 2000 - September 2004
Skills
Vendor Management, Visio, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Testing, SDLC, Requirements Analysis, IT Service Management, Unix, ITIL, Business Analysis, Project Management, Software Project..., Program Management, SharePoint, PMP, Software Documentation, Integration, IT Management, Incident Management, Management, Data Center, SQL, MS Project, Security, Active Directory, Oracle, Troubleshooting
Education
Nottingham Trent University 1992 — 1993
University of Maine 1989 — 1993
BA, International Affairs in Political Science
Philip Fishbane's Legg Mason Experience March 2003 - February 2008
Job Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Brian Rudick's Legg Mason Experience 1999 - 2005
Job Polciy Analyst HR at Social Security Administration
Industry Legal Services
Experience
Social Security Administration September 2008 - Present
Legg Mason 1999 - 2005
Education
University of Baltimore School of Law 2004 — 2008
JD, Law
Boys' Latin School of MD
Social Security Administration September 2008 - Present
Legg Mason 1999 - 2005
Education
University of Baltimore School of Law 2004 — 2008
JD, Law
Boys' Latin School of MD
Joshua Barber's Legg Mason Experience June 2005 - December 2005
Job Associate at Diamond Hill Capital Management, Inc.
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. May 2015 - Present
Harbor Group July 2013 - April 2015
Stifel Nicolaus March 2011 - July 2013
Stifel Nicolaus December 2005 - March 2011
Legg Mason June 2005 - December 2005
Skills
Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Alternative Investments, Hedge Funds, Securities, Equity Valuation, Bloomberg, Portfolio Management, Fixed Income, Asset Management, Asset Managment, Private Equity
Education
University of Baltimore 2004 — 2006
MBA, Business
Ner Israel 2000 — 2005
Diamond Hill Capital Management, Inc. May 2015 - Present
Harbor Group July 2013 - April 2015
Stifel Nicolaus March 2011 - July 2013
Stifel Nicolaus December 2005 - March 2011
Legg Mason June 2005 - December 2005
Skills
Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Alternative Investments, Hedge Funds, Securities, Equity Valuation, Bloomberg, Portfolio Management, Fixed Income, Asset Management, Asset Managment, Private Equity
Education
University of Baltimore 2004 — 2006
MBA, Business
Ner Israel 2000 — 2005
Ida Crawford's Legg Mason Experience February 1998 - October 2007
Job CoOrganizer at A Sista's Circle Networking Group
Industry Professional Training & Coaching
Experience
A Sista's Circle Empowerment Network, LLC April 2013 - Present
Maryland Business Roundtable for Education 2013 - Present
Toast Masters 2013 - Present
A Sista's Circle Networking Group January 2011 - Present
Daily Life For Me November 2010 - Present
THE ASSOCIATED: Jewish Community Federation of Baltimore April 2007 - Present
Toast Masters 2013 - 2014
Compass-A Personal Development Company November 2009 - June 2012
Legg Mason February 1998 - October 2007
Skills
Servers, Windows 7, Troubleshooting, Disaster Recovery, Operating Systems, Technical Support, Citrix, Software Documentation, Software Installation, Hardware, Routers, Networking, Windows, Certified Life Coach, Community Outreach, Life Coaching, Training, System Deployment, Network Administration, Public Speaking, Help Desk Support, Social Media, Leadership Development, Coaching, Leadership, Marketing, Personal Development, Entrepreneurship, Microsoft Office, Team Building, Nonprofits, Recruiting, Career Development, Program Management
Education
Coach Training Alliance 2012 — 2012
Certified Coach, Life Coaching
University of Baltimore
BS, Applied Information Technology
A Sista's Circle Empowerment Network, LLC April 2013 - Present
Maryland Business Roundtable for Education 2013 - Present
Toast Masters 2013 - Present
A Sista's Circle Networking Group January 2011 - Present
Daily Life For Me November 2010 - Present
THE ASSOCIATED: Jewish Community Federation of Baltimore April 2007 - Present
Toast Masters 2013 - 2014
Compass-A Personal Development Company November 2009 - June 2012
Legg Mason February 1998 - October 2007
Skills
Servers, Windows 7, Troubleshooting, Disaster Recovery, Operating Systems, Technical Support, Citrix, Software Documentation, Software Installation, Hardware, Routers, Networking, Windows, Certified Life Coach, Community Outreach, Life Coaching, Training, System Deployment, Network Administration, Public Speaking, Help Desk Support, Social Media, Leadership Development, Coaching, Leadership, Marketing, Personal Development, Entrepreneurship, Microsoft Office, Team Building, Nonprofits, Recruiting, Career Development, Program Management
Education
Coach Training Alliance 2012 — 2012
Certified Coach, Life Coaching
University of Baltimore
BS, Applied Information Technology
Stefan Loren's Legg Mason Experience June 1997 - August 2003
Job Board Director at GenVec
Industry Financial Services
Experience
GenVec September 2013 - Present
UC San Diego January 2010 - Present
Westwicke Partners July 2008 - February 2014
Orchid Cellmark November 2010 - December 2011
Perceptive Advisors June 2007 - July 2008
MTB Investment Advisors July 2005 - June 2007
Legg Mason June 1997 - August 2003
Abbott Laboratories 1994 - 1996
UCSD 1982 - 1987
Skills
Technology Transfer, Lifesciences, Biotechnology
Education
University of California, Berkeley 1988 — 1992
Ph.D., Organic/Pharmaceutical Chemistry
The University of Chicago 1987 — 1988
Organometallic Chemistry
University of California, San Diego 1982 — 1987
bs, chemistry
TSRI
GenVec September 2013 - Present
UC San Diego January 2010 - Present
Westwicke Partners July 2008 - February 2014
Orchid Cellmark November 2010 - December 2011
Perceptive Advisors June 2007 - July 2008
MTB Investment Advisors July 2005 - June 2007
Legg Mason June 1997 - August 2003
Abbott Laboratories 1994 - 1996
UCSD 1982 - 1987
Skills
Technology Transfer, Lifesciences, Biotechnology
Education
University of California, Berkeley 1988 — 1992
Ph.D., Organic/Pharmaceutical Chemistry
The University of Chicago 1987 — 1988
Organometallic Chemistry
University of California, San Diego 1982 — 1987
bs, chemistry
TSRI
Sue Grott's Legg Mason Experience 2004 - 2007
Job Accounting and Business Consultant
Industry Accounting
Experience
Spare Parts Depot, Inc. 2012 - Present
Self-employed 1999 - Present
SMART Pain Management, LLC February 2015 - July 2015
Unitec Electronics February 2013 - September 2014
Daughters of Charity Health System 2003 - March 2014
RF Valves, Inc. January 2011 - December 2012
Unitec Electronics 2009 - 2010
T Rowe Price 2008 - 2008
Legg Mason 2004 - 2007
Aon Risk Services 2002 - 2003
Skills
Internal Controls, Accounting, Forecasting, Budgets, Financial Reporting, Finance, Internal Audit, Financial Modeling, Management, Due Diligence
Education
University of Baltimore 1976 — 1979
Master of Science, Accounting
University of Baltimore 1970 — 1974
Bachelor of Science, Accounting
Spare Parts Depot, Inc. 2012 - Present
Self-employed 1999 - Present
SMART Pain Management, LLC February 2015 - July 2015
Unitec Electronics February 2013 - September 2014
Daughters of Charity Health System 2003 - March 2014
RF Valves, Inc. January 2011 - December 2012
Unitec Electronics 2009 - 2010
T Rowe Price 2008 - 2008
Legg Mason 2004 - 2007
Aon Risk Services 2002 - 2003
Skills
Internal Controls, Accounting, Forecasting, Budgets, Financial Reporting, Finance, Internal Audit, Financial Modeling, Management, Due Diligence
Education
University of Baltimore 1976 — 1979
Master of Science, Accounting
University of Baltimore 1970 — 1974
Bachelor of Science, Accounting
Jaclyn Corcoran's Legg Mason Experience 1992 - 1994
Job Manager at Global Wine Partners
Industry Investment Banking
Experience
Global Wine Partners February 2007 - Present
US Advisors, LLC 2005 - 2007
Sonoma Valley Visitors Bureau December 2002 - December 2004
Wachovia Securities Financial Network April 1995 - September 2002
Legg Mason 1992 - 1994
Education
University of Iowa
Global Wine Partners February 2007 - Present
US Advisors, LLC 2005 - 2007
Sonoma Valley Visitors Bureau December 2002 - December 2004
Wachovia Securities Financial Network April 1995 - September 2002
Legg Mason 1992 - 1994
Education
University of Iowa
William Francavilla, CFP(r), ChFC's Legg Mason Experience 2004 - 2006
Job Author, Professional Speaker, Coach
Industry Financial Services
Experience
Francavilla Professional Development August 2008 - Present
Oechsli 2011 - Present
Legg Mason 2004 - 2006
Legg Mason 1986 - 2004
Skills
Speech Writing and..., High Skill Training for..., Communication Skills..., Series 7, Series 63, Series 24, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Estate Planning, Investment Advisory, Alternative Investments, Asset Managment, Portfolio Management, Virginia Based,..., Financial Services, Wealth, Securities, Financial Advisory, Asset Management
Education
University of Dayton 1968 — 1972
B.A., Psychology
University of Virginia 1995 — 1995
Certification, Professional Performance Excellence
Wharton School, University of Pennsylvania 1992 — 1995
Securities Industry Institute, Finance and Financial Management Services
Francavilla Professional Development August 2008 - Present
Oechsli 2011 - Present
Legg Mason 2004 - 2006
Legg Mason 1986 - 2004
Skills
Speech Writing and..., High Skill Training for..., Communication Skills..., Series 7, Series 63, Series 24, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Estate Planning, Investment Advisory, Alternative Investments, Asset Managment, Portfolio Management, Virginia Based,..., Financial Services, Wealth, Securities, Financial Advisory, Asset Management
Education
University of Dayton 1968 — 1972
B.A., Psychology
University of Virginia 1995 — 1995
Certification, Professional Performance Excellence
Wharton School, University of Pennsylvania 1992 — 1995
Securities Industry Institute, Finance and Financial Management Services
Amal Diallo's Legg Mason Experience 1999 - 2000
Job Corporate Audit Manager at Fox (Film, TV and Sports)
Industry Accounting
Experience
Fox (Film, TV and Sports) April 2014 - Present
Technicolor 2008 - 2013
Ampac Tire Dist 2006 - 2008
Gemstar/ TV Guide 2005 - 2006
KPMG 2004 - 2005
Clifton Gunderson LLP 2000 - 2004
Legg Mason 1999 - 2000
Skills
Cost Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Internal Audit, SAP, Consolidation, Enterprise Risk..., Corporate Finance, GAAP, Finance, IFRS, Mergers & Acquisitions, Accounting, Variance Analysis, Business Process..., Process Improvement, External Audit, SEC filings, Financial Modeling, Account Reconciliation, Auditing, IT Audit, Financial Reporting, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Accounting, Sarbanes-Oxley, Risk Management, Managerial Finance, Financial Audits, Forecasting, US GAAP, Financial Risk, General Ledger, Change Management, Team Leadership, SAP Implementation, SOX Compliancy, Oracle
Education
University of Baltimore
B.S., Business Administration, Accounting
Fox (Film, TV and Sports) April 2014 - Present
Technicolor 2008 - 2013
Ampac Tire Dist 2006 - 2008
Gemstar/ TV Guide 2005 - 2006
KPMG 2004 - 2005
Clifton Gunderson LLP 2000 - 2004
Legg Mason 1999 - 2000
Skills
Cost Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Internal Audit, SAP, Consolidation, Enterprise Risk..., Corporate Finance, GAAP, Finance, IFRS, Mergers & Acquisitions, Accounting, Variance Analysis, Business Process..., Process Improvement, External Audit, SEC filings, Financial Modeling, Account Reconciliation, Auditing, IT Audit, Financial Reporting, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Accounting, Sarbanes-Oxley, Risk Management, Managerial Finance, Financial Audits, Forecasting, US GAAP, Financial Risk, General Ledger, Change Management, Team Leadership, SAP Implementation, SOX Compliancy, Oracle
Education
University of Baltimore
B.S., Business Administration, Accounting
Michael Komori's Legg Mason Experience Vice PresidentWilshire Associates2000 - 2008
Job Vice President/Portfolio Specialist at Legg Mason
Industry Investment Management
Experience
Legg Mason Vice PresidentWilshire Associates2000 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Capital Markets, Financial Modeling
Education
University of California, San Diego 1989 — 1994
B.A, U.S. History and Quantiative Economics and Decision Sciences
Legg Mason Vice PresidentWilshire Associates2000 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Capital Markets, Financial Modeling
Education
University of California, San Diego 1989 — 1994
B.A, U.S. History and Quantiative Economics and Decision Sciences
Irina Shimarova's Legg Mason Experience January 2013 - Present
Job VP, Channel Manager, BrokerDealer Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2013 - Present
Legg Mason Global Asset Management June 2008 - January 2013
UBS Financial Service June 2004 - June 2008
Skills
CRM, Mutual Funds, Investments, Strategy, Portfolio Management, Marketing, Sales, Sales Operations, Series 7, Series 63, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Asset Management, Equities, Series 6, Separately Managed..., Fixed Income, Series 24, Securities
Education
The University of Connecticut 2008 — 2011
Master, Business Administration; Management
University of Bridgeport 2000 — 2004
B.S, Finance
Legg Mason January 2013 - Present
Legg Mason Global Asset Management June 2008 - January 2013
UBS Financial Service June 2004 - June 2008
Skills
CRM, Mutual Funds, Investments, Strategy, Portfolio Management, Marketing, Sales, Sales Operations, Series 7, Series 63, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Asset Management, Equities, Series 6, Separately Managed..., Fixed Income, Series 24, Securities
Education
The University of Connecticut 2008 — 2011
Master, Business Administration; Management
University of Bridgeport 2000 — 2004
B.S, Finance
Tina Lignos's Legg Mason Experience 1998 - 2003
Job Partner at Law Offices of Gardner & Lignos, LLC
Industry Legal Services
Experience
Law Offices of Gardner & Lignos, LLC 2011 - Present
Law Offices of Michael Starler 2003 - 2004
Legg Mason 1998 - 2003
Skills
Wills, Trusts, Powers of Attorney, Living Trusts, Estate Tax Planning, Living Wills, Estate Planning, Retirement Planning, Wealth Management, Appeals, Guardianship, Litigation, Legal Research, Courts, High Net Worth..., Financial Advisory, Legal Writing, Civil Litigation
Education
University of Baltimore, Masters in Tax 2005 — 2009
LLM, Masters in Tax
University of Baltimore School of Law 2000 — 2003
Law
St. Pauls School for Girls
Law Offices of Gardner & Lignos, LLC 2011 - Present
Law Offices of Michael Starler 2003 - 2004
Legg Mason 1998 - 2003
Skills
Wills, Trusts, Powers of Attorney, Living Trusts, Estate Tax Planning, Living Wills, Estate Planning, Retirement Planning, Wealth Management, Appeals, Guardianship, Litigation, Legal Research, Courts, High Net Worth..., Financial Advisory, Legal Writing, Civil Litigation
Education
University of Baltimore, Masters in Tax 2005 — 2009
LLM, Masters in Tax
University of Baltimore School of Law 2000 — 2003
Law
St. Pauls School for Girls
Kay Strohecker's Legg Mason Experience May 1987 - February 2000
Job Management Consultant at Selfemployed
Industry Accounting
Experience
Self-employed August 2013 - Present
Virtus Wealth Solutions, an office of Metlife March 2007 - June 2013
Janney Montgomery Scott LLC May 2001 - August 2005
Legg Mason May 1987 - February 2000
Skills
Securities, Financial Services, Strategic Financial..., FINRA, Wealth, Finance, Investments, FINRA Series 7, 24, 27..., Wealth Management
Education
University of Baltimore
MBA, Management, GPA 3.75
University of Baltimore
BS, Management, Magna cum Laude, GPA 3.825
Self-employed August 2013 - Present
Virtus Wealth Solutions, an office of Metlife March 2007 - June 2013
Janney Montgomery Scott LLC May 2001 - August 2005
Legg Mason May 1987 - February 2000
Skills
Securities, Financial Services, Strategic Financial..., FINRA, Wealth, Finance, Investments, FINRA Series 7, 24, 27..., Wealth Management
Education
University of Baltimore
MBA, Management, GPA 3.75
University of Baltimore
BS, Management, Magna cum Laude, GPA 3.825
Dahlia Black's Legg Mason Experience January 2007 - October 2013
Job Chief Compliance Officer at Cardinal Capital Management, L.L.C.
Industry Financial Services
Experience
Cardinal Capital Management, L.L.C. September 2014 - Present
GE Capital October 2013 - September 2014
Legg Mason January 2007 - October 2013
Northern Trust Global Advisors July 2005 - January 2007
GE Asset Management November 2001 - July 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Securities, Corporate Governance, FINRA, SEC, Alternative Investments, AML, Equities, Investments, Series 24
Education
University of Bridgeport 1991 — 1993
MS, Psychology
University of Bridgeport 1988 — 1991
BS, Management, Social Sciences
Cardinal Capital Management, L.L.C. September 2014 - Present
GE Capital October 2013 - September 2014
Legg Mason January 2007 - October 2013
Northern Trust Global Advisors July 2005 - January 2007
GE Asset Management November 2001 - July 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Securities, Corporate Governance, FINRA, SEC, Alternative Investments, AML, Equities, Investments, Series 24
Education
University of Bridgeport 1991 — 1993
MS, Psychology
University of Bridgeport 1988 — 1991
BS, Management, Social Sciences
Matt Trump, CMT's Legg Mason Experience June 1996 - November 2000
Job Managing Member, The Bensboro Company, LLC
Industry Financial Services
Experience
The Bensboro Company, LLC September 2014 - Present
ProFund Advisors LLC May 2008 - August 2014
Chapin Davis January 2006 - May 2008
Raymond James Financial Inc. November 2000 - December 2005
Legg Mason June 1996 - November 2000
United States Marine Corps November 1989 - November 1997
Skills
Alternative Investments, Mutual Funds, Series 63, Analysis, Trading, Investments, Asset Allocation, Capital Markets, Financial Markets, Investment Advisory, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investment Management, Investment Strategies
Education
University of Alabama 1994 — 1996
BS, BS - Business Admin w/ Finance Concentration
The Bensboro Company, LLC September 2014 - Present
ProFund Advisors LLC May 2008 - August 2014
Chapin Davis January 2006 - May 2008
Raymond James Financial Inc. November 2000 - December 2005
Legg Mason June 1996 - November 2000
United States Marine Corps November 1989 - November 1997
Skills
Alternative Investments, Mutual Funds, Series 63, Analysis, Trading, Investments, Asset Allocation, Capital Markets, Financial Markets, Investment Advisory, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investment Management, Investment Strategies
Education
University of Alabama 1994 — 1996
BS, BS - Business Admin w/ Finance Concentration
Richard Merson, CRPS®'s Legg Mason Experience November 2011 - Present
Job Vice President, Retirement Regional Director for Pacific Northwest at Legg Mason
Industry Investment Management
Experience
Legg Mason November 2011 - Present
Deutsche Bank June 1997 - November 2011
DWS Investments June 1997 - November 2011
Skills
Retirement, Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Series 6, Defined Benefit, Alternative Investments, Sales, Insurance, Retirement Plan..., Qualified Retirement..., Defined Contribution, Business Relationship..., Relationship Management, Sales Management, Business Development, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business
Finance
Legg Mason November 2011 - Present
Deutsche Bank June 1997 - November 2011
DWS Investments June 1997 - November 2011
Skills
Retirement, Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Series 6, Defined Benefit, Alternative Investments, Sales, Insurance, Retirement Plan..., Qualified Retirement..., Defined Contribution, Business Relationship..., Relationship Management, Sales Management, Business Development, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business
Finance
Gregory Anselmi, CPA's Legg Mason Experience 2000 - 2002
Job Vice President at Transamerica
Industry Financial Services
Experience
Transamerica June 2015 - Present
Transamerica May 2011 - Present
Wells Fargo Corporate Trust April 2008 - May 2011
Wells Fargo Corporate Trust 2004 - 2008
Wells Fargo Corporate Trust 2002 - 2004
Legg Mason 2000 - 2002
Education
University of Baltimore 2003 — 2005
Master of Science Degree, Finance
University of Maryland 1995 — 1999
Bachelor of Science Degree, Finance
Transamerica June 2015 - Present
Transamerica May 2011 - Present
Wells Fargo Corporate Trust April 2008 - May 2011
Wells Fargo Corporate Trust 2004 - 2008
Wells Fargo Corporate Trust 2002 - 2004
Legg Mason 2000 - 2002
Education
University of Baltimore 2003 — 2005
Master of Science Degree, Finance
University of Maryland 1995 — 1999
Bachelor of Science Degree, Finance
Mark Lionetti's Legg Mason Experience February 2007 - December 2008
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
RBS Markets & International Banking March 2013 - January 2015
Morgan Stanley June 2011 - January 2013
Booz Allen Hamilton October 2009 - May 2011
Pfizer June 2009 - September 2009
Legg Mason February 2007 - December 2008
Skills
Business Analysis, Asset Management, Management Consulting, Retail Banking, Project Coordination, Project Management, Separately Managed..., MS Project, MS Office Suite, Microsoft Office, Asset Managment, Business Process..., Risk Management, PMP, Requirements Analysis, PMO, SDLC, Leadership, Financial Analysis, Financial Services, Process Improvement, Management, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor of Arts, Communication Sciences and Business Administration
Morgan Stanley January 2015 - Present
RBS Markets & International Banking March 2013 - January 2015
Morgan Stanley June 2011 - January 2013
Booz Allen Hamilton October 2009 - May 2011
Pfizer June 2009 - September 2009
Legg Mason February 2007 - December 2008
Skills
Business Analysis, Asset Management, Management Consulting, Retail Banking, Project Coordination, Project Management, Separately Managed..., MS Project, MS Office Suite, Microsoft Office, Asset Managment, Business Process..., Risk Management, PMP, Requirements Analysis, PMO, SDLC, Leadership, Financial Analysis, Financial Services, Process Improvement, Management, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor of Arts, Communication Sciences and Business Administration
Dave Tomey's Legg Mason Experience August 1988 - March 1995
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow 1995 - Present
Legg Mason August 1988 - March 1995
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Finance, Retirement Planning, Mutual Funds, Securities, Financial Services, Financial Analysis
Education
University of Colorado Boulder
BA
BB&T Scott & Stringfellow 1995 - Present
Legg Mason August 1988 - March 1995
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Finance, Retirement Planning, Mutual Funds, Securities, Financial Services, Financial Analysis
Education
University of Colorado Boulder
BA
David Emmerling, CFA's Legg Mason Experience 2002 - 2005
Job Vice President, Strategic Sourcing at Pratt & Whitney
Industry Defense & Space
Experience
Pratt & Whitney March 2014 - Present
United Technologies 2012 - March 2014
Pratt & Whitney, a United Technologies Company 2008 - 2012
AAI Corporation (acquired by Textron) 2005 - 2008
Legg Mason 2002 - 2005
Deutsche Bank 2000 - 2002
Westvaco Corporation 1996 - 1998
United States Navy 1986 - 1992
Skills
Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Strategy, Management, Program Management, Aerospace
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Finance, 730 GMAT, 3.83 GPA
University of Maryland Baltimore County 1994 — 1996
Bachelor of Science, Chemical Engineering, 3.95 GPA
Pratt & Whitney March 2014 - Present
United Technologies 2012 - March 2014
Pratt & Whitney, a United Technologies Company 2008 - 2012
AAI Corporation (acquired by Textron) 2005 - 2008
Legg Mason 2002 - 2005
Deutsche Bank 2000 - 2002
Westvaco Corporation 1996 - 1998
United States Navy 1986 - 1992
Skills
Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Strategy, Management, Program Management, Aerospace
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Finance, 730 GMAT, 3.83 GPA
University of Maryland Baltimore County 1994 — 1996
Bachelor of Science, Chemical Engineering, 3.95 GPA
Doug Grochowski's Legg Mason Experience January 1997 - January 2006
Job VP/Director at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - November 1996
Education
Villa Julie College 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - November 1996
Education
Villa Julie College 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance
Theresa Durnbaugh's Legg Mason Experience February 2001 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank Alex Brown July 2008 - March 2009
Smith Barney April 2004 - July 2008
Legg Mason February 2001 - April 2004
Corporate Executive Board October 1999 - December 2000
Education
University of Dayton 1995 — 1999
BA, Communications Management
Our Lady of Good Counsel
Deutsche Bank Alex Brown July 2008 - March 2009
Smith Barney April 2004 - July 2008
Legg Mason February 2001 - April 2004
Corporate Executive Board October 1999 - December 2000
Education
University of Dayton 1995 — 1999
BA, Communications Management
Our Lady of Good Counsel
Roger Brame's Legg Mason Experience 2006 - 2007
Job Corporate Sourcing & Procurement Manager at CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield June 2011 - Present
Aggregate Industries August 2007 - June 2011
Legg Mason 2006 - 2007
Kaiser Permanente 2005 - 2006
Claims Adminstration Corp 2000 - 2005
Zurich Insurance 1991 - 2000
Education
University of Baltimore
BS, Accounting
CareFirst BlueCross BlueShield June 2011 - Present
Aggregate Industries August 2007 - June 2011
Legg Mason 2006 - 2007
Kaiser Permanente 2005 - 2006
Claims Adminstration Corp 2000 - 2005
Zurich Insurance 1991 - 2000
Education
University of Baltimore
BS, Accounting
Banner Lim's Legg Mason Experience September 2005 - February 2007
Job Experienced Financial Analyst
Industry Real Estate
Experience
Westfield July 2010 - Present
AT&T November 2009 - April 2010
Beauty Star Inc. 2001 - August 2009
Wells Fargo August 2007 - June 2009
Legg Mason September 2005 - February 2007
Gilman & Ciocia Prime Capitol January 2002 - June 2002
Skills
Financial Analysis, Financial Modeling, Access, Portfolio Management, Analysis, Fixed Income, Microsoft Excel, Banking, Outlook, Financial Reporting, Accounting, PeopleSoft, Auditing, Asset Managment, Variance Analysis, Forecasting
Education
University of California, Los Angeles 2005 — 2005
N/A
Franklin High School
University of Maryland Baltimore County
Bachelors
Westfield July 2010 - Present
AT&T November 2009 - April 2010
Beauty Star Inc. 2001 - August 2009
Wells Fargo August 2007 - June 2009
Legg Mason September 2005 - February 2007
Gilman & Ciocia Prime Capitol January 2002 - June 2002
Skills
Financial Analysis, Financial Modeling, Access, Portfolio Management, Analysis, Fixed Income, Microsoft Excel, Banking, Outlook, Financial Reporting, Accounting, PeopleSoft, Auditing, Asset Managment, Variance Analysis, Forecasting
Education
University of California, Los Angeles 2005 — 2005
N/A
Franklin High School
University of Maryland Baltimore County
Bachelors
John Talbott's Legg Mason Experience February 1993 - November 1997
Job Audit Principal at Constellation Energy
Industry Oil & Energy
Experience
Constellation Energy AVP Internal AuditDeutsche BankDecember 1997 - April 2002
Legg Mason February 1993 - November 1997
Education
University of Baltimore
MSF, Finance
Constellation Energy AVP Internal AuditDeutsche BankDecember 1997 - April 2002
Legg Mason February 1993 - November 1997
Education
University of Baltimore
MSF, Finance
Doug Grochowski's Legg Mason Experience January 1997 - January 2006
Job VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - October 1996
Skills
Mutual Funds, Contract Negotiation, Investments, Accounting, Process Improvement, Management, Alternative Investments, Asset Management, Financial Services, Human Resources, Customer Service, Financial Analysis, Vendor Management, Asset Allocation, Operations Management
Education
Stevenson University 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance, History
Joppatowne High
Wilmington Trust January 2006 - Present
Legg Mason January 1997 - January 2006
First Investors Corporation August 1994 - October 1996
Skills
Mutual Funds, Contract Negotiation, Investments, Accounting, Process Improvement, Management, Alternative Investments, Asset Management, Financial Services, Human Resources, Customer Service, Financial Analysis, Vendor Management, Asset Allocation, Operations Management
Education
Stevenson University 2004 — 2006
MS, Forensic Accounting
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BSBA, Finance, History
Joppatowne High
Jonathan Joe Leonard's Legg Mason Experience 2004 - July 2010
Job Vice President | Merchant Banking & Real Estate Investing Capital Markets Group at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Smith Barney July 2010 - July 2014
Legg Mason 2004 - July 2010
Skills
Fixed Income, High Yield Bonds, Preferred Stock, Series 24, Series 7, Series 63, Capital Markets, Investments, Asset Management, Equities, Alternative Investments, Wealth Management, Mutual Funds, Municipal Bonds, Separately Managed...
Education
The University of Connecticut
Bachelor's degree, Economics
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Smith Barney July 2010 - July 2014
Legg Mason 2004 - July 2010
Skills
Fixed Income, High Yield Bonds, Preferred Stock, Series 24, Series 7, Series 63, Capital Markets, Investments, Asset Management, Equities, Alternative Investments, Wealth Management, Mutual Funds, Municipal Bonds, Separately Managed...
Education
The University of Connecticut
Bachelor's degree, Economics
April Russell's Legg Mason Experience May 2005 - Present
Job Senior Specialist at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason May 2005 - Present
Education
University of Baltimore 2002 — 2005
BS, Information Technology
Legg Mason May 2005 - Present
Education
University of Baltimore 2002 — 2005
BS, Information Technology
Michael D'Angelos, CIMA®'s Legg Mason Experience May 2014 - Present
Job Regional Director NE Ohio/W PA at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
ING Investment Management January 2010 - May 2011
MassMutual Financial Group June 2008 - December 2009
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Separately Managed..., Investments, Uniform Combined State..., Equities, Retirement
Education
University of Connecticut 2004 — 2007
Bachelor, History and Philosophy
East Catholic 2000 — 2004
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
ING Investment Management January 2010 - May 2011
MassMutual Financial Group June 2008 - December 2009
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Separately Managed..., Investments, Uniform Combined State..., Equities, Retirement
Education
University of Connecticut 2004 — 2007
Bachelor, History and Philosophy
East Catholic 2000 — 2004
Richard L DuVal, Jr.'s Legg Mason Experience 2000 - 2004
Job Senior Vice President Wealth Management at Robert W. Baird & Co
Industry Financial Services
Experience
Robert W. Baird February 2009 - Present
Legg Mason 2000 - 2004
Allfirst Bank 1995 - 2000
Skills
Risk Management, Series 7, Financial Analysis, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Credit, Investment Advisory, Series 63, Financial Planning
Education
University of Baltimore 1988 — 1992
BS, Business Admin
Cardinal Gibbons
Robert W. Baird February 2009 - Present
Legg Mason 2000 - 2004
Allfirst Bank 1995 - 2000
Skills
Risk Management, Series 7, Financial Analysis, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Credit, Investment Advisory, Series 63, Financial Planning
Education
University of Baltimore 1988 — 1992
BS, Business Admin
Cardinal Gibbons
Scott Gerke's Legg Mason Experience March 2005 - March 2007
Job entrepreneur
Industry Apparel & Fashion
Experience
Snap Fitness CincinnatiWest April 2008 - Present
Tellers of Hyde Park October 1995 - Present
Snap Fitness Cincinnati January 2011 - December 2012
Legg Mason March 2005 - March 2007
Central Insulation Systems August 1988 - January 2000
Skills
Sales, New Business Development, Sales Management, Strategic Planning, Team Building, Marketing, Marketing Strategy, Social Media Marketing, Social Media, Advertising, Fitness, Email Marketing
Education
University of Cincinnati College of Business 1988 — 1991
Marketing / Real Estate
Snap Fitness CincinnatiWest April 2008 - Present
Tellers of Hyde Park October 1995 - Present
Snap Fitness Cincinnati January 2011 - December 2012
Legg Mason March 2005 - March 2007
Central Insulation Systems August 1988 - January 2000
Skills
Sales, New Business Development, Sales Management, Strategic Planning, Team Building, Marketing, Marketing Strategy, Social Media Marketing, Social Media, Advertising, Fitness, Email Marketing
Education
University of Cincinnati College of Business 1988 — 1991
Marketing / Real Estate
Heather Long's Legg Mason Experience 2000 - 2006
Job Senior BrokerDealer Channel Manager
Industry Investment Management
Experience
T. Rowe Price July 2013 - Present
T. Rowe Price April 2006 - Present
Legg Mason 2000 - 2006
Education
University of Florida 1992 — 1996
Bachelor of Science in Public Relations
Sherwood High School
T. Rowe Price July 2013 - Present
T. Rowe Price April 2006 - Present
Legg Mason 2000 - 2006
Education
University of Florida 1992 — 1996
Bachelor of Science in Public Relations
Sherwood High School
Pete Powell's Legg Mason Experience August 2014 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
RS Investments November 2007 - July 2014
AXA Enterprise November 2003 - November 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance, Business/Finance
Lakeside High School - Augusta, GA 1994 — 1998
Legg Mason August 2014 - Present
RS Investments November 2007 - July 2014
AXA Enterprise November 2003 - November 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance, Business/Finance
Lakeside High School - Augusta, GA 1994 — 1998
Toni Kirby's Legg Mason Experience 2002 - Present
Job
Industry Financial Services
Experience
Legg Mason 2002 - Present
Education
University of Baltimore
Master of Arts (M.A.), Publications Design
University of Baltimore
Master of Arts (M.A.)
Legg Mason 2002 - Present
Education
University of Baltimore
Master of Arts (M.A.), Publications Design
University of Baltimore
Master of Arts (M.A.)
Christopher Mak's Legg Mason Experience June 2008 - August 2008
Job Manager at Deloitte Advisory
Industry Capital Markets
Experience
Deloitte August 2014 - Present
Deloitte February 2013 - August 2014
PricewaterhouseCoopers January 2009 - October 2012
Legg Mason June 2008 - August 2008
Salomon Smith Barney July 2006 - August 2007
CitiFinancial June 2005 - August 2005
Lee Financial Group June 2003 - June 2004
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting and Finance
Deloitte August 2014 - Present
Deloitte February 2013 - August 2014
PricewaterhouseCoopers January 2009 - October 2012
Legg Mason June 2008 - August 2008
Salomon Smith Barney July 2006 - August 2007
CitiFinancial June 2005 - August 2005
Lee Financial Group June 2003 - June 2004
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting and Finance
Kwaisi France's Legg Mason Experience February 2007 - January 2008
Job CEO, President at KTB Media LLC
Industry Online Media
Experience
KTB Media LLC January 2013 - Present
University of Baltimore August 2012 - August 2014
City University of New York (CUNY) School of Law August 2010 - August 2012
RA France Clinical Consulting February 2008 - August 2010
Legg Mason February 2007 - January 2008
Scottrade January 2006 - May 2006
Provident Investment Company March 2005 - September 2005
T. Rowe Price January 2004 - February 2005
T. Rowe Price May 2002 - January 2004
Skills
Competitive Analysis, Financial Analysis, Business Analysis, Negotiation, Investments, Finance, Marketing, Leadership, Management, Start-ups, Sales, Portfolio Management, Accounting, Marketing Strategy, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Office, Executive Management, Financial Modeling, Community Outreach, Legal Research, Legal Writing, Strategy, Due Diligence, Consulting
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (MBA), Public Sector Economics
City University of New York School of Law 2010 — 2012
University of Pennsylvania 1999 — 2003
Bachelors of Arts, Political Science (with concentrated coursework; Economics and Philosophy
KTB Media LLC January 2013 - Present
University of Baltimore August 2012 - August 2014
City University of New York (CUNY) School of Law August 2010 - August 2012
RA France Clinical Consulting February 2008 - August 2010
Legg Mason February 2007 - January 2008
Scottrade January 2006 - May 2006
Provident Investment Company March 2005 - September 2005
T. Rowe Price January 2004 - February 2005
T. Rowe Price May 2002 - January 2004
Skills
Competitive Analysis, Financial Analysis, Business Analysis, Negotiation, Investments, Finance, Marketing, Leadership, Management, Start-ups, Sales, Portfolio Management, Accounting, Marketing Strategy, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Office, Executive Management, Financial Modeling, Community Outreach, Legal Research, Legal Writing, Strategy, Due Diligence, Consulting
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (MBA), Public Sector Economics
City University of New York School of Law 2010 — 2012
University of Pennsylvania 1999 — 2003
Bachelors of Arts, Political Science (with concentrated coursework; Economics and Philosophy
Lally Jurcik's Legg Mason Experience 1983 - 1987
Job Experienced Business Manager Looking for a New Challenging Opportunity
Industry Financial Services
Experience
Fleur de Lis Group LLC 2008 - Present
SAV Enterprises, Inc. 2005 - 2007
Texaco 1987 - 1994
Legg Mason 1983 - 1987
Skills
Microsoft Excel, QuickBooks, Start-ups, Microsoft Word, Finance, Strategic Planning, Event Planning, Skyline, Social Media, Team Building, Customer Service, Budgets, Event Management, Analysis, Microsoft Office, Facebook, Twitter, Portfolio Management, Cash Flow Forecasting, Contract Negotiation, Fixed Income Analysis, Hedging
Education
University of Louisiana at Lafayette
Bachelor's Degree, English Language and Literature, General
Fleur de Lis Group LLC 2008 - Present
SAV Enterprises, Inc. 2005 - 2007
Texaco 1987 - 1994
Legg Mason 1983 - 1987
Skills
Microsoft Excel, QuickBooks, Start-ups, Microsoft Word, Finance, Strategic Planning, Event Planning, Skyline, Social Media, Team Building, Customer Service, Budgets, Event Management, Analysis, Microsoft Office, Facebook, Twitter, Portfolio Management, Cash Flow Forecasting, Contract Negotiation, Fixed Income Analysis, Hedging
Education
University of Louisiana at Lafayette
Bachelor's Degree, English Language and Literature, General
Jay Ouellette's Legg Mason Experience December 1999 - August 2004
Job Real Estate Analyst Western Region
Industry Real Estate
Experience
Rite Aid May 2013 - Present
Rite Aid August 2012 - Present
Vallerie Service Company LLC. September 2010 - August 2012
Hampton House May 2009 - August 2009
Baltimore Museum of Industry September 2007 - August 2008
Citigroup August 2004 - December 2006
Smith Barney August 2004 - December 2006
Legg Mason December 1999 - August 2004
Legg Mason Wood Walker, Inc December 1999 - August 2004
Apartment Services October 1998 - December 1999
Skills
Customer Service, Inventory Management, Staff Management, Staff Training, Supervisory Skills, Dispatching, Reconciliations, Program Coordination, Auditing, Account Reconciliation, Invoicing, Operations Management, Payroll, Time Management, Training, Event Management
Education
University of Baltimore 2008 — 2010
BA, History
Community College of Baltimore County 2006 — 2008
AA, General Studies
Rite Aid May 2013 - Present
Rite Aid August 2012 - Present
Vallerie Service Company LLC. September 2010 - August 2012
Hampton House May 2009 - August 2009
Baltimore Museum of Industry September 2007 - August 2008
Citigroup August 2004 - December 2006
Smith Barney August 2004 - December 2006
Legg Mason December 1999 - August 2004
Legg Mason Wood Walker, Inc December 1999 - August 2004
Apartment Services October 1998 - December 1999
Skills
Customer Service, Inventory Management, Staff Management, Staff Training, Supervisory Skills, Dispatching, Reconciliations, Program Coordination, Auditing, Account Reconciliation, Invoicing, Operations Management, Payroll, Time Management, Training, Event Management
Education
University of Baltimore 2008 — 2010
BA, History
Community College of Baltimore County 2006 — 2008
AA, General Studies
Therese Rafferty's Legg Mason Experience 2004 - 2005
Job Director of Internal Audit at Municipal Employees Credit Union of Baltimore, Inc.
Industry Financial Services
Experience
Municipal Employees Credit Union of Baltimore, Inc. December 2008 - Present
Provident Bank 2005 - 2008
Legg Mason 2004 - 2005
Northrop Grumman Corporation 2003 - 2004
Provident Bank 1996 - 2003
Skills
CPA, Risk Management, Banking, Internal Controls, Auditing, Management, Sarbanes-Oxley, Accounting, Financial Reporting, Sarbanes-Oxley Act, Risk Assessment, Treasury Management, IT Audit, Leadership, Fraud, Enterprise Risk..., Financial Analysis, CISA, Internal Audit, Managerial Finance
Education
University of Baltimore
B.S., Business, Accounting
Municipal Employees Credit Union of Baltimore, Inc. December 2008 - Present
Provident Bank 2005 - 2008
Legg Mason 2004 - 2005
Northrop Grumman Corporation 2003 - 2004
Provident Bank 1996 - 2003
Skills
CPA, Risk Management, Banking, Internal Controls, Auditing, Management, Sarbanes-Oxley, Accounting, Financial Reporting, Sarbanes-Oxley Act, Risk Assessment, Treasury Management, IT Audit, Leadership, Fraud, Enterprise Risk..., Financial Analysis, CISA, Internal Audit, Managerial Finance
Education
University of Baltimore
B.S., Business, Accounting
Peter Teng's Legg Mason Experience June 2007 - July 2012
Job Application Developer at Legg Mason
Industry Financial Services
Experience
Interactive Brokers November 2012 - Present
Legg Mason June 2007 - July 2012
Skills
SQL, Sybase, Software Development, Unix, Java, Oracle, XML, SOA, SDLC, Requirements Analysis, Requirements Gathering, Agile Methodologies, Business Analysis, Agile Project Management
Education
The University of Connecticut 2003 — 2007
computer science
University of Connecticut 2003 — 2007
Interactive Brokers November 2012 - Present
Legg Mason June 2007 - July 2012
Skills
SQL, Sybase, Software Development, Unix, Java, Oracle, XML, SOA, SDLC, Requirements Analysis, Requirements Gathering, Agile Methodologies, Business Analysis, Agile Project Management
Education
The University of Connecticut 2003 — 2007
computer science
University of Connecticut 2003 — 2007
gerald marquez's Legg Mason Experience April 1990 - December 2005
Job Senior Investment Consultant, CFP®, CPWA®, CIMA® at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
Angana Lujan's Legg Mason Experience 1997 - 2005
Job Professional
Industry Financial Services
Experience
Legg Mason 1997 - 2005
Education
University of Baltimore 1992 — 1994
BS, Finance, General
University of Mumbai 1986 — 1991
Bachelor of Arts (B.A.), Economics
Legg Mason 1997 - 2005
Education
University of Baltimore 1992 — 1994
BS, Finance, General
University of Mumbai 1986 — 1991
Bachelor of Arts (B.A.), Economics
Jason Womack's Legg Mason Experience September 2004 - February 2006
Job Credit Risk Specialist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2012 - Present
Wells Fargo February 2006 - August 2012
Legg Mason September 2004 - February 2006
American Express Financial Advisors September 2003 - August 2004
Skills
Structured Products, CDO, CLO, Bloomberg, Securities, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Asset Managment, Bonds, Credit Analysis, Derivatives, Mutual Funds, Valuation, Banking, Financial Reporting, Fixed Income, Microsoft Excel, SEI Trust 3000, Intex Desktop, Project Management
Education
University of Alabama at Birmingham 2001 — 2004
Bachelor of Science (B.S.), Finance
Regions Financial Corporation August 2012 - Present
Wells Fargo February 2006 - August 2012
Legg Mason September 2004 - February 2006
American Express Financial Advisors September 2003 - August 2004
Skills
Structured Products, CDO, CLO, Bloomberg, Securities, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Asset Managment, Bonds, Credit Analysis, Derivatives, Mutual Funds, Valuation, Banking, Financial Reporting, Fixed Income, Microsoft Excel, SEI Trust 3000, Intex Desktop, Project Management
Education
University of Alabama at Birmingham 2001 — 2004
Bachelor of Science (B.S.), Finance
Tammy Dilaimy Kays's Legg Mason Experience 2003 - 2005
Job Attorney
Industry Law Practice
Experience
Offit Kurman, P.A. 2008 - 2009
Offit Kurman, P.A. 2007 - 2008
Niles, Barton & Wilmer, LLP July 2005 - November 2007
Legg Mason 2003 - 2005
Legg Mason 2000 - 2002
Skills
Trusts and Estates, Fixed Annuities, Retirement Planning, Estate Planning, Trusts, Wills, Legal Writing
Education
University of Baltimore School of Law 2004 — 2008
Doctor of Law (JD)
University of Maryland Baltimore County 1996 — 1999
Bachelor of Arts (B.A.)
Offit Kurman, P.A. 2008 - 2009
Offit Kurman, P.A. 2007 - 2008
Niles, Barton & Wilmer, LLP July 2005 - November 2007
Legg Mason 2003 - 2005
Legg Mason 2000 - 2002
Skills
Trusts and Estates, Fixed Annuities, Retirement Planning, Estate Planning, Trusts, Wills, Legal Writing
Education
University of Baltimore School of Law 2004 — 2008
Doctor of Law (JD)
University of Maryland Baltimore County 1996 — 1999
Bachelor of Arts (B.A.)
Jennifer Cappelen's Legg Mason Experience June 2000 - August 2004
Job Secretary at Allatoona High School/Cobb County
Industry Human Resources
Experience
Allatoona High School/Cobb County July 2007 - Present
School District of Indian River County September 2004 - June 2007
Legg Mason June 2000 - August 2004
Education
University of Florida 1994 — 1996
Business Administration
Vero Beach High School 1989 — 1992
Allatoona High School/Cobb County July 2007 - Present
School District of Indian River County September 2004 - June 2007
Legg Mason June 2000 - August 2004
Education
University of Florida 1994 — 1996
Business Administration
Vero Beach High School 1989 — 1992
Gineen DeStefano's Legg Mason Experience August 2000 - September 2001
Job Underwriter at Bernardi Securities, Inc.
Industry Investment Banking
Experience
Bernardi Securities, Inc. July 2002 - Present
Legg Mason August 2000 - September 2001
Skills
Investments, Finance
Education
University of Illinois at Chicago 1984 — 1989
Psychology/Sociology
Bernardi Securities, Inc. July 2002 - Present
Legg Mason August 2000 - September 2001
Skills
Investments, Finance
Education
University of Illinois at Chicago 1984 — 1989
Psychology/Sociology
Kristi McNeilly's Legg Mason Experience 2000 - 2005
Job Equity Sales at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus 2005 - Present
Legg Mason 2000 - 2005
Legg Mason 1993 - 2000
Skills
Consumer..., Equities, Capital Markets, Series 7, Investments, Hedge Funds, Series 63, Trading, Securities, Valuation, Financial Markets
Education
University of Baltimore 1996 — 2000
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1988 — 1992
Bachelor of Arts (BA), Urban Studies/Affairs
Stifel Nicolaus 2005 - Present
Legg Mason 2000 - 2005
Legg Mason 1993 - 2000
Skills
Consumer..., Equities, Capital Markets, Series 7, Investments, Hedge Funds, Series 63, Trading, Securities, Valuation, Financial Markets
Education
University of Baltimore 1996 — 2000
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1988 — 1992
Bachelor of Arts (BA), Urban Studies/Affairs
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments