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,
Legg Mason List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legg Mason. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Legg Mason Salaries. You can even request information on how much does Legg Mason pay if you want to. Learn about salaries, pros and cons of working for Legg Mason directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,148 Legg Mason employees in database. Find out everything there's to know about Legg Mason employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Legg Mason Employees
Employee
Years
Job
Industry
Amanda Norton Amanda Norton's Legg Mason Experience 1996 - 1999
Job Sr. Buyer Raw Materials & IT at CRISTAL
Industry Chemicals
Experience
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. September 2012 - Present
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. June 2009 - November 2012
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. February 2006 - February 2009
The TCC Group, Inc. August 2004 - December 2005
Accenture August 2000 - January 2002
Wachovia Securities Financial Network June 1999 - June 2000
Legg Mason 1996 - 1999
Skills
Management, Procurement, Auditing, Negotiation, Manufacturing, Mergers & Acquisitions, Marketing, Six Sigma, Project Management, Finance, Internal Audit, Purchasing, Forecasting, Process Improvement, SAP, Supply Chain, Continuous Improvement, Process Engineering, Change Management
Education
Towson University 2011 — 2016
Master of Business Administration (M.B.A.), International Business
Clarion University of Pennsylvania 1995 — 1999
BA, Finance
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. September 2012 - Present
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. June 2009 - November 2012
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc. February 2006 - February 2009
The TCC Group, Inc. August 2004 - December 2005
Accenture August 2000 - January 2002
Wachovia Securities Financial Network June 1999 - June 2000
Legg Mason 1996 - 1999
Skills
Management, Procurement, Auditing, Negotiation, Manufacturing, Mergers & Acquisitions, Marketing, Six Sigma, Project Management, Finance, Internal Audit, Purchasing, Forecasting, Process Improvement, SAP, Supply Chain, Continuous Improvement, Process Engineering, Change Management
Education
Towson University 2011 — 2016
Master of Business Administration (M.B.A.), International Business
Clarion University of Pennsylvania 1995 — 1999
BA, Finance
Mark Snyder, CRPS® Mark Snyder, CRPS®'s Legg Mason Experience February 2003 - November 2005
Job Vice President Financial Advisor, The Turnbridge Group @ RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
Larry Jennings's Legg Mason Experience May 1987 - December 1994
Job Senior Managing Director and Co Founder / ValStone Partners
Industry Investment Management
Experience
Valstone Partners January 1998 - Present
Carnegie Morgan Company January 1995 - December 2002
Legg Mason May 1987 - December 1994
Maryland National Bank September 1984 - August 1986
Price Waterhouse Management Consultants 1984 - 1984
Towers Watson 1982 - 1983
Prudential Insurance 1981 - 1982
Skills
Capital Raising, Value Creation, Private Equity, Due Diligence, Valuation, Investments, Mergers, Real Estate Economics, Recapitalizations, Financial Modeling, Workout, Portfolio Management, Private Placements, Real Estate, Financial Analysis, Alternative Investments, Financial Structuring, Debt Restructuring, Asset Management, Business Valuation, Capital, Capital Markets, Corporate Development, Disposition, Corporate Finance, Equities, Finance, Fixed Income, Hedge Funds, Investment Banking, LBO, Mergers & Acquisitions, Real Estate Development, Restructuring, Structured Finance, Investor Relations, Aviation, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1987
MBA, Strategy and Finance
Carnegie Mellon University 1980 — 1984
BS, Math and Economics
Baltimore Polytechnic Institute - High School 1977 — 1980
Goofing off, Engineering
Valstone Partners January 1998 - Present
Carnegie Morgan Company January 1995 - December 2002
Legg Mason May 1987 - December 1994
Maryland National Bank September 1984 - August 1986
Price Waterhouse Management Consultants 1984 - 1984
Towers Watson 1982 - 1983
Prudential Insurance 1981 - 1982
Skills
Capital Raising, Value Creation, Private Equity, Due Diligence, Valuation, Investments, Mergers, Real Estate Economics, Recapitalizations, Financial Modeling, Workout, Portfolio Management, Private Placements, Real Estate, Financial Analysis, Alternative Investments, Financial Structuring, Debt Restructuring, Asset Management, Business Valuation, Capital, Capital Markets, Corporate Development, Disposition, Corporate Finance, Equities, Finance, Fixed Income, Hedge Funds, Investment Banking, LBO, Mergers & Acquisitions, Real Estate Development, Restructuring, Structured Finance, Investor Relations, Aviation, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1987
MBA, Strategy and Finance
Carnegie Mellon University 1980 — 1984
BS, Math and Economics
Baltimore Polytechnic Institute - High School 1977 — 1980
Goofing off, Engineering
Kristen Palma's Legg Mason Experience May 1998 - September 2000
Job Experienced Executive Assistant Professional
Industry Financial Services
Experience
Pearl Meyer March 2010 - Present
Battery Ventures January 2009 - December 2009
Bank of America June 2003 - September 2008
Bank of America June 2001 - June 2003
Bank of America September 2000 - June 2001
Legg Mason May 1998 - September 2000
Skills
Outlook, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Event Planning
Education
Boston University
Bachelor's degree, Business Management, Cum Laude
Pearl Meyer March 2010 - Present
Battery Ventures January 2009 - December 2009
Bank of America June 2003 - September 2008
Bank of America June 2001 - June 2003
Bank of America September 2000 - June 2001
Legg Mason May 1998 - September 2000
Skills
Outlook, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Event Planning
Education
Boston University
Bachelor's degree, Business Management, Cum Laude
Eva Challen's Legg Mason Experience July 1997 - June 1999
Job Associate Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2012 - Present
Legg Mason July 1997 - June 1999
Education
Brigham Young University 1996 — 2002
Bachelor of Science (BS), Marriage, Family, and Human Development
Northwestern Mutual Financial Network August 2012 - Present
Legg Mason July 1997 - June 1999
Education
Brigham Young University 1996 — 2002
Bachelor of Science (BS), Marriage, Family, and Human Development
Jim Vermilye Jim Vermilye's Legg Mason Experience September 1993 - September 1997
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
June McLaughlin June McLaughlin's Legg Mason Experience August 1985 - July 1991
Job Asst. Professor at Irvine Valley College
Industry Higher Education
Experience
Irvine Valley College August 2010 - Present
Financial Industry Regulatory Authority 1997 - Present
Journal of Law, Business & Ethics 2014 - Present
City of Irvine October 2014 - Present
Glennwood Foundation / Lighthouse January 2015 - Present
Hope Center for the Arts March 2015 - Present
UCI Extension July 2004 - December 2010
University of Roehampton 2006 - 2008
Legg Mason August 1985 - July 1991
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
King's College London, U. of London 2004 — 2005
Master of Laws (LLM)
Chapman University, School of Law 2003 — 2004
Master of Laws (LLM)
Queen Mary, U. of London
University of Richmond 1982 — 1985
Bachelor of Arts (BA)
Irvine Valley College August 2010 - Present
Financial Industry Regulatory Authority 1997 - Present
Journal of Law, Business & Ethics 2014 - Present
City of Irvine October 2014 - Present
Glennwood Foundation / Lighthouse January 2015 - Present
Hope Center for the Arts March 2015 - Present
UCI Extension July 2004 - December 2010
University of Roehampton 2006 - 2008
Legg Mason August 1985 - July 1991
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
King's College London, U. of London 2004 — 2005
Master of Laws (LLM)
Chapman University, School of Law 2003 — 2004
Master of Laws (LLM)
Queen Mary, U. of London
University of Richmond 1982 — 1985
Bachelor of Arts (BA)
Caitlin Baber Caitlin Baber's Legg Mason Experience June 2012 - Present
Job Assistant Vice President, Client Services Manager, Legg Mason
Industry Investment Management
Experience
Legg Mason June 2012 - Present
Legg Mason August 2010 - June 2012
Save the Children June 2010 - September 2010
Center for Outreach, Volunteerism and Education September 2009 - May 2010
Skills
CRM, Project Management, Strategic Planning, Sales, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations, Spanish
Legg Mason June 2012 - Present
Legg Mason August 2010 - June 2012
Save the Children June 2010 - September 2010
Center for Outreach, Volunteerism and Education September 2009 - May 2010
Skills
CRM, Project Management, Strategic Planning, Sales, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts, International Relations, Spanish
John D. Wolff's Legg Mason Experience February 2014 - Present
Job Sr. Function Manager Strategic Technology Initiatives at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason February 2014 - Present
Legg Mason August 2012 - February 2014
Legg Mason March 2007 - August 2012
HouseRaising June 2005 - April 2007
LearnBytes August 2002 - July 2005
Bank of America March 2000 - August 2002
Food Services of America February 1999 - January 2000
DMSi Software May 1996 - September 1996
Skills
Project Management, Change Management, Team Leadership, Disaster Recovery, Integration, Process Improvement, .NET, IT Strategy, Data Warehousing, Leadership, Software Development, Analysis, Vendor Management, Web Applications, Sybase, SDLC, Strategic Planning, Risk Management, Testing, Microsoft SQL Server, Human Resources, C#, Web Services, SOA, Program Management, Management, Business Development, Mergers & Acquisitions, Start-ups, Business Analysis, Strategic Partnerships, Training, Visio, Requirements Gathering, Software Project..., Organizational..., Strategic Leadership, Technical Leadership, Requirements Analysis, PMP
Education
Wake Forest University - Babcock Graduate School of Management 2003 — 2005
Masters, Business Administration and Management, General
Boston University 1994 — 1999
Bachelor of Science (BS), Computer Systems Engineering
Legg Mason February 2014 - Present
Legg Mason August 2012 - February 2014
Legg Mason March 2007 - August 2012
HouseRaising June 2005 - April 2007
LearnBytes August 2002 - July 2005
Bank of America March 2000 - August 2002
Food Services of America February 1999 - January 2000
DMSi Software May 1996 - September 1996
Skills
Project Management, Change Management, Team Leadership, Disaster Recovery, Integration, Process Improvement, .NET, IT Strategy, Data Warehousing, Leadership, Software Development, Analysis, Vendor Management, Web Applications, Sybase, SDLC, Strategic Planning, Risk Management, Testing, Microsoft SQL Server, Human Resources, C#, Web Services, SOA, Program Management, Management, Business Development, Mergers & Acquisitions, Start-ups, Business Analysis, Strategic Partnerships, Training, Visio, Requirements Gathering, Software Project..., Organizational..., Strategic Leadership, Technical Leadership, Requirements Analysis, PMP
Education
Wake Forest University - Babcock Graduate School of Management 2003 — 2005
Masters, Business Administration and Management, General
Boston University 1994 — 1999
Bachelor of Science (BS), Computer Systems Engineering
Adam Sidebottom's Legg Mason Experience October 2011 - Present
Job Legg Mason, Regional Director Upstate New York
Industry Financial Services
Experience
Legg Mason October 2011 - Present
Legg Mason October 2009 - October 2011
Legg Mason November 2008 - October 2009
Largo Capital July 2008 - September 2008
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Separately Managed..., Retirement Planning, Alternative Investments
Education
Canisius College 2007 — 2008
MBA, Finance
State University of New York College at Cortland 2002 — 2006
BS, Sport Management
Starpoint 1998 — 2002
Legg Mason October 2011 - Present
Legg Mason October 2009 - October 2011
Legg Mason November 2008 - October 2009
Largo Capital July 2008 - September 2008
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Separately Managed..., Retirement Planning, Alternative Investments
Education
Canisius College 2007 — 2008
MBA, Finance
State University of New York College at Cortland 2002 — 2006
BS, Sport Management
Starpoint 1998 — 2002
Brian Castillo's Legg Mason Experience March 2007 - March 2013
Job Project Leader, Quality Assurance and Testing at T. Rowe Price
Industry Information Technology and Services
Experience
T. Rowe Price January 2015 - Present
QSSI April 2013 - January 2015
Legg Mason March 2007 - March 2013
Benchmark Performance Consulting LLC February 2006 - December 2007
4GL School Solutions April 2002 - February 2006
VeriSign January 2001 - March 2002
US Internetworking December 1999 - January 2001
Network Solutions June 1999 - November 1999
Informix Software August 1998 - May 1999
The St. Paul Company December 1997 - June 1998
Skills
Regression Testing, Software Quality..., Test Automation, Test Planning, SDLC, Performance Testing, Testing, Quality Assurance, Test Cases, Quality Center, Requirements Analysis, Databases, Oracle
Education
Stevenson University
MS, Advanced Information Technology
Boston University
BS, Aerospace Engineering
McDonogh School
T. Rowe Price January 2015 - Present
QSSI April 2013 - January 2015
Legg Mason March 2007 - March 2013
Benchmark Performance Consulting LLC February 2006 - December 2007
4GL School Solutions April 2002 - February 2006
VeriSign January 2001 - March 2002
US Internetworking December 1999 - January 2001
Network Solutions June 1999 - November 1999
Informix Software August 1998 - May 1999
The St. Paul Company December 1997 - June 1998
Skills
Regression Testing, Software Quality..., Test Automation, Test Planning, SDLC, Performance Testing, Testing, Quality Assurance, Test Cases, Quality Center, Requirements Analysis, Databases, Oracle
Education
Stevenson University
MS, Advanced Information Technology
Boston University
BS, Aerospace Engineering
McDonogh School
Andrew Tichenor, CPA Andrew Tichenor, CPA's Legg Mason Experience 2004 - 2006
Job Staff Accountant at Liquidity Services
Industry Accounting
Experience
Liquidity Services, Inc October 2013 - Present
GCE 2011 - 2013
Kettler, Inc. 2010 - 2011
Grossberg Company LLP 2009 - 2010
United States Chess Federation 2008 - 2009
PwC 2007 - 2008
Legg Mason 2004 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Accounting, Auditing, GAAP, CPA, Financial Reporting, Corporate Finance, Microsoft Excel, Leadership, Internal Controls, Managerial Finance, Finance, Tax, Budgets, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Training, Strategy, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Bucknell University 2000 — 2004
BSBA, Business Management
Severn High School 1996 — 2000
Graduate Degree, General Studies, 3.33
Liquidity Services, Inc October 2013 - Present
GCE 2011 - 2013
Kettler, Inc. 2010 - 2011
Grossberg Company LLP 2009 - 2010
United States Chess Federation 2008 - 2009
PwC 2007 - 2008
Legg Mason 2004 - 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Accounting, Auditing, GAAP, CPA, Financial Reporting, Corporate Finance, Microsoft Excel, Leadership, Internal Controls, Managerial Finance, Finance, Tax, Budgets, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Training, Strategy, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Bucknell University 2000 — 2004
BSBA, Business Management
Severn High School 1996 — 2000
Graduate Degree, General Studies, 3.33
Nasser Ali, CFA, CAIA, CFP(r) Nasser Ali, CFA, CAIA, CFP(r)'s Legg Mason Experience November 1999 - March 2002
Job Investment Management / Financial Services
Industry Financial Services
Experience
Lincoln Financial Advisors April 2002 - Present
Legg Mason November 1999 - March 2002
Calvert Funds / The Advisors Group April 1995 - November 1999
Education
University of Maryland College Park 1990 — 1993
B.S., Finance
AIMR / CFA Institute
CFA, Investment Management
College for Financial Planning
CFP, Financial Planning
Lincoln Financial Advisors April 2002 - Present
Legg Mason November 1999 - March 2002
Calvert Funds / The Advisors Group April 1995 - November 1999
Education
University of Maryland College Park 1990 — 1993
B.S., Finance
AIMR / CFA Institute
CFA, Investment Management
College for Financial Planning
CFP, Financial Planning
Robert Henry, CRPC®, CRPS® Robert Henry, CRPC®, CRPS®'s Legg Mason Experience 2005 - 2005
Job Associate Vice President Investment Officer at Boggs Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Boggs Wealth Management Group of Wells Fargo Advisors LLC November 2007 - Present
Morgan Stanley Smith Barney LLC 2005 - 2007
Legg Mason 2005 - 2005
Education
Champlain College
Bachelor of Business Administration (B.B.A.)
Boggs Wealth Management Group of Wells Fargo Advisors LLC November 2007 - Present
Morgan Stanley Smith Barney LLC 2005 - 2007
Legg Mason 2005 - 2005
Education
Champlain College
Bachelor of Business Administration (B.B.A.)
Jeffrey Winneberger Jeffrey Winneberger's Legg Mason Experience 1999 - 2000
Job Fiduciary & Portfolio Management Strategist at BB&T Wealth
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
Kyle Gardner, CRPC, AAMS, AWMA Kyle Gardner, CRPC, AAMS, AWMA's Legg Mason Experience May 2001 - August 2001
Job Vice President at Tennyson Capital Partners
Industry Financial Services
Experience
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
Matthew Harnisch Matthew Harnisch's Legg Mason Experience December 2011 - January 2012
Job Business Development Associate at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel August 2012 - May 2015
Legg Mason December 2011 - January 2012
Federal Reserve Bank of New York June 2011 - August 2011
Skills
Investments, Sales, Business Development, Financial Analysis, Microsoft Excel, Market Research, Marketing, Strategy, Leadership, New Business Development, Analysis, Strategic Planning, Entrepreneurship, Competitive Analysis, Business Strategy, Equities, Hedge Funds, Bloomberg, Marketing Strategy
Education
Colgate University 2008 — 2012
Poly Prep
Legg Mason Investment Counsel August 2012 - May 2015
Legg Mason December 2011 - January 2012
Federal Reserve Bank of New York June 2011 - August 2011
Skills
Investments, Sales, Business Development, Financial Analysis, Microsoft Excel, Market Research, Marketing, Strategy, Leadership, New Business Development, Analysis, Strategic Planning, Entrepreneurship, Competitive Analysis, Business Strategy, Equities, Hedge Funds, Bloomberg, Marketing Strategy
Education
Colgate University 2008 — 2012
Poly Prep
Matt Plastina Matt Plastina's Legg Mason Experience 2006 - 2010
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
DRSC 2010 - 2011
Legg Mason 2006 - 2010
Citigroup 1997 - 2006
Dreyfus August 1992 - February 1997
Skills
Financial Reporting, Budgeting, Hedge Funds, Mutual Funds, Accounting, Asset Management, Mergers, Valuation, Fund Accounting, Budgets, Asset Managment, Alternative Investments, Analysis, Banking, Bonds, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Funding, Investments, Management, Mergers, Securities
Education
City University of New York-Brooklyn College 1989 — 1992
BS, Accounting
JP Morgan August 2010 - Present
DRSC 2010 - 2011
Legg Mason 2006 - 2010
Citigroup 1997 - 2006
Dreyfus August 1992 - February 1997
Skills
Financial Reporting, Budgeting, Hedge Funds, Mutual Funds, Accounting, Asset Management, Mergers, Valuation, Fund Accounting, Budgets, Asset Managment, Alternative Investments, Analysis, Banking, Bonds, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Funding, Investments, Management, Mergers, Securities
Education
City University of New York-Brooklyn College 1989 — 1992
BS, Accounting
Anatole Pevnev's Legg Mason Experience January 1997 - May 1998
Job Partner at IntelligentPE
Industry Financial Services
Experience
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
Mark Peloquin Mark Peloquin's Legg Mason Experience 2002 - 2007
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
PNC Wealth Management April 2011 - September 2013
PNC Bank June 2009 - April 2011
T. Rowe Price April 2007 - June 2009
Legg Mason 2002 - 2007
Skills
Customer Service, Strategic Planning, Budgets, Series 7, Series 66, Retirement Planning, Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Sales, Uniform Combined State..., Wealth Management
Education
University of Baltimore 1990 — 1993
Bachelor of Science (B.S.), Business Management
Catonsville Community College 1987 — 1990
Associate of Arts (A.A.), Business Administration
TIAA-CREF September 2013 - Present
PNC Wealth Management April 2011 - September 2013
PNC Bank June 2009 - April 2011
T. Rowe Price April 2007 - June 2009
Legg Mason 2002 - 2007
Skills
Customer Service, Strategic Planning, Budgets, Series 7, Series 66, Retirement Planning, Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Sales, Uniform Combined State..., Wealth Management
Education
University of Baltimore 1990 — 1993
Bachelor of Science (B.S.), Business Management
Catonsville Community College 1987 — 1990
Associate of Arts (A.A.), Business Administration
Inez Lipman-Richardson Inez Lipman-Richardson's Legg Mason Experience 1992 - 1995
Job Financial Advisor, Investment Advisory Representative
Industry Investment Management
Experience
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Cesarina Diclo Cesarina Diclo's Legg Mason Experience October 2006 - January 2010
Job Senior Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services August 2013 - Present
Citco Fund Services July 2012 - August 2013
Citco Fund Services February 2010 - June 2012
Legg Mason October 2006 - January 2010
Allianz Global Investors 2005 - 2006
Skills
Hedge Funds, Private Equity, Asset Management, Mutual Funds, Investor Relations, Financial Services, Bloomberg Terminal, Fund Of Funds, Options, Bloomberg, Databases, Equities, Equity Research
Education
Brooklyn College 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Citco Fund Services August 2013 - Present
Citco Fund Services July 2012 - August 2013
Citco Fund Services February 2010 - June 2012
Legg Mason October 2006 - January 2010
Allianz Global Investors 2005 - 2006
Skills
Hedge Funds, Private Equity, Asset Management, Mutual Funds, Investor Relations, Financial Services, Bloomberg Terminal, Fund Of Funds, Options, Bloomberg, Databases, Equities, Equity Research
Education
Brooklyn College 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Rich Lamberti's Legg Mason Experience August 2006 - October 2008
Job Chief Information Officer at Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury
Industry Hospital & Health Care
Experience
Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury November 2012 - Present
TRICARE Management Activity October 2010 - October 2012
National Institutes of Health (NIH) October 2008 - October 2010
Legg Mason August 2006 - October 2008
CareFirst BlueCross BlueShield February 2004 - August 2006
Unisys Corporation November 2002 - February 2004
RTFM Consulting Group November 2001 - November 2002
Citibank/IT Resource Solutions November 2000 - November 2001
Citibank/IT Resource Solutions June 1998 - November 2000
Bell Atlantic Network Integration July 1997 - July 1998
Skills
Disaster Recovery, Security, Business Continuity, Information Assurance, Network Security, Risk Assessment, Enterprise Architecture, Program Management, IT Service Management, Computer Security, IT Governance, Risk Management, Governance, Firewalls, Data Center, Information Security, IT Audit, Servers, Information Technology, Vulnerability Assessment, Operating Systems, Network Administration, Leadership, Networking, Software Documentation, Integration, TCP/IP, Cisco Technologies, IT Operations, Troubleshooting, Network Architecture, Penetration Testing, Unix, CISSP, Switches, Routers, Information Security..., IT Management, Business Process..., DoD, ITIL, WAN, Infrastructure, Testing, System Administration, PMP, Analysis, Technical Support, SharePoint, Virtualization
Education
Grantham University
Capitol College
Disaster Recovery Institute International
Lawrence_Woodmere Academy 1973 — 1981
Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury November 2012 - Present
TRICARE Management Activity October 2010 - October 2012
National Institutes of Health (NIH) October 2008 - October 2010
Legg Mason August 2006 - October 2008
CareFirst BlueCross BlueShield February 2004 - August 2006
Unisys Corporation November 2002 - February 2004
RTFM Consulting Group November 2001 - November 2002
Citibank/IT Resource Solutions November 2000 - November 2001
Citibank/IT Resource Solutions June 1998 - November 2000
Bell Atlantic Network Integration July 1997 - July 1998
Skills
Disaster Recovery, Security, Business Continuity, Information Assurance, Network Security, Risk Assessment, Enterprise Architecture, Program Management, IT Service Management, Computer Security, IT Governance, Risk Management, Governance, Firewalls, Data Center, Information Security, IT Audit, Servers, Information Technology, Vulnerability Assessment, Operating Systems, Network Administration, Leadership, Networking, Software Documentation, Integration, TCP/IP, Cisco Technologies, IT Operations, Troubleshooting, Network Architecture, Penetration Testing, Unix, CISSP, Switches, Routers, Information Security..., IT Management, Business Process..., DoD, ITIL, WAN, Infrastructure, Testing, System Administration, PMP, Analysis, Technical Support, SharePoint, Virtualization
Education
Grantham University
Capitol College
Disaster Recovery Institute International
Lawrence_Woodmere Academy 1973 — 1981
Lisa Hontz's Legg Mason Experience 1994 - 2000
Job Budget Manager at Chesapeake Bay Foundation
Industry Nonprofit Organization Management
Experience
Chesapeake Bay Foundation July 2009 - Present
Chesapeake Bay Foundation July 2008 - July 2009
Chesapeake Bay Foundation 2006 - 2008
Anne Arundel County Public Schools 2002 - 2006
Provident Bank of Maryland 2000 - 2002
Legg Mason 1994 - 2000
T. Rowe Price 1990 - 1993
Education
Notre Dame of Maryland University
Master of Arts (MA), Elementary Education and Teaching
Rochester Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Cazenovia College
Associate of Arts and Sciences (AAS), Retailing and Retail Operations
Chesapeake Bay Foundation July 2009 - Present
Chesapeake Bay Foundation July 2008 - July 2009
Chesapeake Bay Foundation 2006 - 2008
Anne Arundel County Public Schools 2002 - 2006
Provident Bank of Maryland 2000 - 2002
Legg Mason 1994 - 2000
T. Rowe Price 1990 - 1993
Education
Notre Dame of Maryland University
Master of Arts (MA), Elementary Education and Teaching
Rochester Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Cazenovia College
Associate of Arts and Sciences (AAS), Retailing and Retail Operations
Woody Freeman's Legg Mason Experience 2000 - 2002
Job Tournament and Rankings Manager at USTA New England
Industry Sports
Experience
USTA New England July 2014 - Present
Various / Westboro Tennis & Swim 2004 - Present
BlueCore Networks November 2011 - December 2013
Legg Mason 2000 - 2002
Independent 1989 - 2000
Skills
Solution Selling, Account Management, Storage, Strategic Partnerships, Lead Generation, Networking, Marketing, Leadership, Event Management, Customer Service, Direct Sales, Public Speaking, Management
Education
Boston University 1982 — 1986
BA, Philosophy & Political Science
USTA New England July 2014 - Present
Various / Westboro Tennis & Swim 2004 - Present
BlueCore Networks November 2011 - December 2013
Legg Mason 2000 - 2002
Independent 1989 - 2000
Skills
Solution Selling, Account Management, Storage, Strategic Partnerships, Lead Generation, Networking, Marketing, Leadership, Event Management, Customer Service, Direct Sales, Public Speaking, Management
Education
Boston University 1982 — 1986
BA, Philosophy & Political Science
Pat Petersen Pat Petersen's Legg Mason Experience March 2006 - August 2012
Job Chief Technology Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. August 2012 - Present
Legg Mason March 2006 - August 2012
TD Ameritrade June 1999 - March 2006
St. Paul Companies June 1998 - June 1999
USF&G November 1986 - June 1998
Skills
Executive Management, IT Strategy, Mergers, Security, Budgeting, Contract Negotiations, Systems Engineering, Network Engineering, Data Center, Network Architecture, Cloud Computing, IT Service Management, IT Governance, IT Operations, Disaster Recovery, Contract Negotiation, Program Management, Vendor Management, Outsourcing, Virtualization, Management, Leadership, Project Management, Integration, Infrastructure, Enterprise Architecture, Business Continuity, SDLC, IT Management, Network Design
Education
Capitol College
Electronics Engineering
United States Navy
Electronics Technician, Submarine Sonar Systems
University of Baltimore
Bachelor of Science
Ally Financial Inc. August 2012 - Present
Legg Mason March 2006 - August 2012
TD Ameritrade June 1999 - March 2006
St. Paul Companies June 1998 - June 1999
USF&G November 1986 - June 1998
Skills
Executive Management, IT Strategy, Mergers, Security, Budgeting, Contract Negotiations, Systems Engineering, Network Engineering, Data Center, Network Architecture, Cloud Computing, IT Service Management, IT Governance, IT Operations, Disaster Recovery, Contract Negotiation, Program Management, Vendor Management, Outsourcing, Virtualization, Management, Leadership, Project Management, Integration, Infrastructure, Enterprise Architecture, Business Continuity, SDLC, IT Management, Network Design
Education
Capitol College
Electronics Engineering
United States Navy
Electronics Technician, Submarine Sonar Systems
University of Baltimore
Bachelor of Science
Marianne Leedy, CFP Marianne Leedy, CFP's Legg Mason Experience September 1993 - December 1994
Job Retired
Industry Financial Services
Experience
Retired April 2014 - Present
Financial Planning Association of Southern Arizona 2010 - Present
Raskob Kambourian Financial Advisors, Ltd June 2011 - April 2014
MVL Financial October 2007 - May 2011
Northern Pima County Chamber of Commerce 2010 - 2011
Financial Knowledge Network October 2006 - April 2010
TIAA-CREF January 2005 - October 2006
Invesmart, Inc November 2002 - December 2003
The Scarborough Group, Inc February 1997 - August 2002
Legg Mason September 1993 - December 1994
Skills
Wealth Accumulation, Wealth Accumulation..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, IRAs, Mutual Funds, Investment Advisory, 401k, Estate Planning, Financial Advisory, Investments, Strategic Financial..., Personal Financial..., Wealth
Education
Chapman University
MA, Counseling
Western Michigan University
BA, Education
Retired April 2014 - Present
Financial Planning Association of Southern Arizona 2010 - Present
Raskob Kambourian Financial Advisors, Ltd June 2011 - April 2014
MVL Financial October 2007 - May 2011
Northern Pima County Chamber of Commerce 2010 - 2011
Financial Knowledge Network October 2006 - April 2010
TIAA-CREF January 2005 - October 2006
Invesmart, Inc November 2002 - December 2003
The Scarborough Group, Inc February 1997 - August 2002
Legg Mason September 1993 - December 1994
Skills
Wealth Accumulation, Wealth Accumulation..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, IRAs, Mutual Funds, Investment Advisory, 401k, Estate Planning, Financial Advisory, Investments, Strategic Financial..., Personal Financial..., Wealth
Education
Chapman University
MA, Counseling
Western Michigan University
BA, Education
Gene Smilgiewicz Gene Smilgiewicz's Legg Mason Experience May 2006 - July 2008
Job Project Manager
Industry Information Technology and Services
Experience
Name to be announced. Stay tuned. September 2015 - Present
Guy Carpenter September 2013 - August 2015
Davisbase Consulting June 2013 - August 2013
McGraw-Hill Education November 2012 - May 2013
JPMorgan Chase December 2011 - August 2012
The Associated Press July 2011 - October 2011
Penton Media August 2010 - May 2011
Bloomberg LP February 2009 - August 2010
Legg Mason May 2006 - July 2008
Citigroup Private Bank August 2004 - April 2006
Skills
Project Management, Agile Project Management, Business Analysis, MS Project, Scrum, TFS, Visio, Access, Content Management, SharePoint, Quality Assurance, Software Documentation, Technical Documentation, Microsoft Excel, SQL, Technical Writing, VBA, SDLC
Education
City University of New York City College
BA, History
City University of New York-Brooklyn College
Post Baccalaureate Studies, Computer Programming
New York University
School of Continuing Studies, Computer Programming
Name to be announced. Stay tuned. September 2015 - Present
Guy Carpenter September 2013 - August 2015
Davisbase Consulting June 2013 - August 2013
McGraw-Hill Education November 2012 - May 2013
JPMorgan Chase December 2011 - August 2012
The Associated Press July 2011 - October 2011
Penton Media August 2010 - May 2011
Bloomberg LP February 2009 - August 2010
Legg Mason May 2006 - July 2008
Citigroup Private Bank August 2004 - April 2006
Skills
Project Management, Agile Project Management, Business Analysis, MS Project, Scrum, TFS, Visio, Access, Content Management, SharePoint, Quality Assurance, Software Documentation, Technical Documentation, Microsoft Excel, SQL, Technical Writing, VBA, SDLC
Education
City University of New York City College
BA, History
City University of New York-Brooklyn College
Post Baccalaureate Studies, Computer Programming
New York University
School of Continuing Studies, Computer Programming
Steve Laker Steve Laker's Legg Mason Experience February 1996 - January 2011
Job Allegis Group, Hanover, Maryland
Industry Information Technology and Services
Experience
Allegis Group February 2012 - Present
Legg Mason February 1996 - January 2011
Skills
Vendor Management, Microsoft SQL Server, Disaster Recovery, Data Center, Team Management, PMP, MS Project, Enterprise Architecture, Servers, Information Technology, IT Service Management, Business Continuity, Visio, ITIL, IT Management, Facilities Management, Management, VMware, Active Directory, Process Improvement, Project Planning, Cloud Computing, Citrix, System Administration, Integration, Troubleshooting, SharePoint, Security, Project Management, SDLC, Infrastructure, IT Strategy, Networking
Education
Catonsville Community College
Information Technology
Allegis Group February 2012 - Present
Legg Mason February 1996 - January 2011
Skills
Vendor Management, Microsoft SQL Server, Disaster Recovery, Data Center, Team Management, PMP, MS Project, Enterprise Architecture, Servers, Information Technology, IT Service Management, Business Continuity, Visio, ITIL, IT Management, Facilities Management, Management, VMware, Active Directory, Process Improvement, Project Planning, Cloud Computing, Citrix, System Administration, Integration, Troubleshooting, SharePoint, Security, Project Management, SDLC, Infrastructure, IT Strategy, Networking
Education
Catonsville Community College
Information Technology
Sarah Tomec Sarah Tomec's Legg Mason Experience June 2005 - August 2005
Job MBA Candidate at Haas School of Business
Industry Higher Education
Experience
Capital Power Corporation August 2013 - August 2014
Capital Power Corporation February 2012 - August 2013
Capital Power Corporation December 2010 - January 2012
Madison Street Capital, LLC September 2006 - December 2010
Legg Mason June 2005 - August 2005
UK Parliament June 2004 - August 2004
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Boston University 2002 — 2006
Capital Power Corporation August 2013 - August 2014
Capital Power Corporation February 2012 - August 2013
Capital Power Corporation December 2010 - January 2012
Madison Street Capital, LLC September 2006 - December 2010
Legg Mason June 2005 - August 2005
UK Parliament June 2004 - August 2004
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Boston University 2002 — 2006
Paul Gullatte, CFP® Paul Gullatte, CFP®'s Legg Mason Experience September 2010 - August 2012
Job Senior Associate, Regulatory Compliance at PIMCO
Industry Financial Services
Experience
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
Hugo Gordillo's Legg Mason Experience January 2008 - December 2009
Job ITIL Service Management Delivery Manager
Industry Information Technology and Services
Experience
Capgemini January 2010 - Present
Legg Mason January 2008 - December 2009
Grant Thornton April 2007 - January 2008
QIAGEN March 2000 - June 2006
Pacific Thrift and Loan June 1998 - March 2000
State Bar of California April 1997 - May 1998
Citadel America Group May 1996 - April 1997
Skills
ITIL, IT Service Management, Service Delivery, Outsourcing, Service Management, Integration, Incident Management, Business Process..., Change Management, Disaster Recovery, Major Incident..., Data Center, Project Management, Enterprise Architecture, Infrastructure, Problem Management, Solution Architecture, Business Process, IT Strategy, PMO, Information Technology, Governance, Team Leadership, IT Management, SDLC, Sla, IT Outsourcing, Program Management, Servers, Leadership, Technical Support, PMP, Project Portfolio..., Vendor Management, Service Desk, IT Asset Management, IT Operations, SLA
Education
California State University-Northridge 1987 — 1992
B.S., Engineering
Pink ITIL OSA Training Class 2014
Capgemini January 2010 - Present
Legg Mason January 2008 - December 2009
Grant Thornton April 2007 - January 2008
QIAGEN March 2000 - June 2006
Pacific Thrift and Loan June 1998 - March 2000
State Bar of California April 1997 - May 1998
Citadel America Group May 1996 - April 1997
Skills
ITIL, IT Service Management, Service Delivery, Outsourcing, Service Management, Integration, Incident Management, Business Process..., Change Management, Disaster Recovery, Major Incident..., Data Center, Project Management, Enterprise Architecture, Infrastructure, Problem Management, Solution Architecture, Business Process, IT Strategy, PMO, Information Technology, Governance, Team Leadership, IT Management, SDLC, Sla, IT Outsourcing, Program Management, Servers, Leadership, Technical Support, PMP, Project Portfolio..., Vendor Management, Service Desk, IT Asset Management, IT Operations, SLA
Education
California State University-Northridge 1987 — 1992
B.S., Engineering
Pink ITIL OSA Training Class 2014
Richard Weeks Richard Weeks's Legg Mason Experience April 1994 - February 2001
Job Managing Director, Partner, Portfolio Manager at VWG Wealth Management, HighTower Advisors
Industry Financial Services
Experience
VWG Wealth Management, HighTower Advisors July 2011 - Present
Morgan Stanley February 2001 - July 2011
Legg Mason April 1994 - February 2001
Skills
Alternative Investments, Portfolio Management, Strategic Financial..., Wealth Management, Fixed Income Portfolio..., Strategic and Tactical..., Portfolio Risk..., Money Manager Selection..., US Equity ETF Portfolio...
Education
Carnegie Mellon University 1978 — 1982
Bachelor of Science (B.S.)
VWG Wealth Management, HighTower Advisors July 2011 - Present
Morgan Stanley February 2001 - July 2011
Legg Mason April 1994 - February 2001
Skills
Alternative Investments, Portfolio Management, Strategic Financial..., Wealth Management, Fixed Income Portfolio..., Strategic and Tactical..., Portfolio Risk..., Money Manager Selection..., US Equity ETF Portfolio...
Education
Carnegie Mellon University 1978 — 1982
Bachelor of Science (B.S.)
Aaron Yuan Aaron Yuan's Legg Mason Experience February 2013 - June 2013
Job Open to new connections
Industry Financial Services
Experience
Freddie Mac June 2015 - Present
T. Rowe Price January 2015 - June 2015
Videology Group August 2013 - June 2014
Legg Mason February 2013 - June 2013
Johns Hopkins University May 2012 - May 2013
Merrill Lynch August 2012 - February 2013
Johns Hopkins University August 2012 - December 2012
China Banking Regulatory Commission July 2011 - September 2011
Bank of China June 2010 - August 2010
Hongyuan Securities June 2009 - August 2009
Skills
Bloomberg, Morningstar, SAS, SPSS, Microsoft Excel, C, VBA, Microsoft SQL Server, Microsoft Word, Photoshop, Visual Basic, Dreamweaver, FactSet, Microsoft Office, Option Pricing Models, Portfolio Management, Equity Research, Corporate Finance, Certificate of Anaplan, NetSuite, Investments, Finance, Equities, Financial Modeling, PowerPoint, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of science, Finance, 3.7/4.0
China Agricultural University 2007 — 2011
Bachelor's Degree, Economics; Minor Information Technology, 3.9/4.0
Freddie Mac June 2015 - Present
T. Rowe Price January 2015 - June 2015
Videology Group August 2013 - June 2014
Legg Mason February 2013 - June 2013
Johns Hopkins University May 2012 - May 2013
Merrill Lynch August 2012 - February 2013
Johns Hopkins University August 2012 - December 2012
China Banking Regulatory Commission July 2011 - September 2011
Bank of China June 2010 - August 2010
Hongyuan Securities June 2009 - August 2009
Skills
Bloomberg, Morningstar, SAS, SPSS, Microsoft Excel, C, VBA, Microsoft SQL Server, Microsoft Word, Photoshop, Visual Basic, Dreamweaver, FactSet, Microsoft Office, Option Pricing Models, Portfolio Management, Equity Research, Corporate Finance, Certificate of Anaplan, NetSuite, Investments, Finance, Equities, Financial Modeling, PowerPoint, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of science, Finance, 3.7/4.0
China Agricultural University 2007 — 2011
Bachelor's Degree, Economics; Minor Information Technology, 3.9/4.0
Laura Clement's Legg Mason Experience January 2011 - Present
Job Assistant to Global Compliance Director and CCO at Legg Mason
Industry Investment Banking
Experience
Legg Mason January 2011 - Present
Legal Services of the Hudson Valley November 2009 - August 2010
D'Arcangelo & Co., LLP October 2005 - November 2009
Arnold & Porter March 2005 - October 2005
Gibney, Anthony & Flaherty, LLP February 2004 - February 2005
Morrison & Foerster LLP June 2003 - October 2003
Skills
Event Planning, Outlook, Microsoft Excel, Administrative..., Editing, Invoicing, Microsoft Office, Accounting, Time Management, PowerPoint, Social Media, Lotus Notes, Customer Service, Training, Event Management, PeopleSoft, Social Networking, Teamwork, Team Building, Proofreading, Microsoft Word, FINRA, Marketing, Administration, Finance, Management, Leadership, Policy, Administrative...
Education
State University of New York at Albany 2001 — 2003
BA/BS, Criminal Justice/Sociolgy
Hunter College 2000 — 2001
Liberal Arts
University of Maryland College Park 1998 — 1999
Liberal Arts
Legg Mason January 2011 - Present
Legal Services of the Hudson Valley November 2009 - August 2010
D'Arcangelo & Co., LLP October 2005 - November 2009
Arnold & Porter March 2005 - October 2005
Gibney, Anthony & Flaherty, LLP February 2004 - February 2005
Morrison & Foerster LLP June 2003 - October 2003
Skills
Event Planning, Outlook, Microsoft Excel, Administrative..., Editing, Invoicing, Microsoft Office, Accounting, Time Management, PowerPoint, Social Media, Lotus Notes, Customer Service, Training, Event Management, PeopleSoft, Social Networking, Teamwork, Team Building, Proofreading, Microsoft Word, FINRA, Marketing, Administration, Finance, Management, Leadership, Policy, Administrative...
Education
State University of New York at Albany 2001 — 2003
BA/BS, Criminal Justice/Sociolgy
Hunter College 2000 — 2001
Liberal Arts
University of Maryland College Park 1998 — 1999
Liberal Arts
Heather Soskin Heather Soskin's Legg Mason Experience January 2001 - December 2005
Job Professional Photographer/ Owner at Heather Soskin Photography
Industry Photography
Experience
Heather Soskin Photography June 2010 - Present
Team Beachbody December 2014 - Present
Elizabeth Paige October 2007 - December 2009
Legg Mason January 2001 - December 2005
Skills
Photography, Small Business, Customer Service, Marketing, Advertising, Social Networking, Project Management, Sourcing, Microsoft Word, Mac, Lightroom, Interior Design, Fashion, Finance, Fashion Photography, Digital Photography, Art, Babies
Education
Creative Live
Continual Online Training, Photography
Professional Career Development Institute 1997 — 1999
Certificate, Interior Decorating
Monroe Community College
Part time student, Sales and Public Speaking
Cazenovia College 1992 — 1994
Fashion Merchandising/Retail Business Management
Webster High School - Webster, NY 1988 — 1992
HS Graduate Diploma
Heather Soskin Photography June 2010 - Present
Team Beachbody December 2014 - Present
Elizabeth Paige October 2007 - December 2009
Legg Mason January 2001 - December 2005
Skills
Photography, Small Business, Customer Service, Marketing, Advertising, Social Networking, Project Management, Sourcing, Microsoft Word, Mac, Lightroom, Interior Design, Fashion, Finance, Fashion Photography, Digital Photography, Art, Babies
Education
Creative Live
Continual Online Training, Photography
Professional Career Development Institute 1997 — 1999
Certificate, Interior Decorating
Monroe Community College
Part time student, Sales and Public Speaking
Cazenovia College 1992 — 1994
Fashion Merchandising/Retail Business Management
Webster High School - Webster, NY 1988 — 1992
HS Graduate Diploma
Andrew Oladipo Andrew Oladipo's Legg Mason Experience June 2006 - November 2010
Job Regional Vice President at New York Life & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
Kelly Fuller Kelly Fuller's Legg Mason Experience 2007 - 2011
Job Associate
Industry Information Technology and Services
Experience
Booz Allen Hamilton July 2011 - Present
Legg Mason 2007 - 2011
Continental Technologies, LLC September 1998 - March 2007
Skills
Information Security, CISSP, Penetration Testing, Vulnerability Management, Network Security, Security, Firewalls, Information Security..., Security+, Troubleshooting, Networking, Business Continuity, Vulnerability Assessment, CEH, IPS, Disaster Recovery, Identity Management, IT Audit, Information Assurance, IDS, EnCase, NIST
Education
Catonsville Community College
Computer Science
Booz Allen Hamilton July 2011 - Present
Legg Mason 2007 - 2011
Continental Technologies, LLC September 1998 - March 2007
Skills
Information Security, CISSP, Penetration Testing, Vulnerability Management, Network Security, Security, Firewalls, Information Security..., Security+, Troubleshooting, Networking, Business Continuity, Vulnerability Assessment, CEH, IPS, Disaster Recovery, Identity Management, IT Audit, Information Assurance, IDS, EnCase, NIST
Education
Catonsville Community College
Computer Science
Beth Fujishige Beth Fujishige's Legg Mason Experience March 1998 - November 2003
Job Paradise Perks Espresso & Tea Bar
Industry Real Estate
Experience
Paradise Perks LLC January 2008 - Present
Cherry Blossom Freedom Walk 1999 - 2007
McLaughlin Investments LLC December 2003 - December 2006
Legg Mason March 1998 - November 2003
Jones Communications August 1993 - July 1997
NAMIC 1995 - 1996
City of Monterey Park September 1990 - August 1993
City of Long Beach May 1985 - December 1989
City of Anaheim June 1982 - August 1984
Skills
Social Media, Strategic Planning, Marketing, Public Speaking, Social Networking, Sales, Retail, Marketing Strategy, Team Building, Nonprofits, Analysis, Fundraising, Negotiation, Event Planning, Budgets, Public Relations, Customer Service, Management, Event Management, Coaching, Microsoft Office, Research, Community Development, Outlook
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1989 — 1993
MBA, Strategic Planning
University of California, Los Angeles 1982 — 1987
BA, Political Science and History
Loara High School 1979 — 1982
Paradise Perks LLC January 2008 - Present
Cherry Blossom Freedom Walk 1999 - 2007
McLaughlin Investments LLC December 2003 - December 2006
Legg Mason March 1998 - November 2003
Jones Communications August 1993 - July 1997
NAMIC 1995 - 1996
City of Monterey Park September 1990 - August 1993
City of Long Beach May 1985 - December 1989
City of Anaheim June 1982 - August 1984
Skills
Social Media, Strategic Planning, Marketing, Public Speaking, Social Networking, Sales, Retail, Marketing Strategy, Team Building, Nonprofits, Analysis, Fundraising, Negotiation, Event Planning, Budgets, Public Relations, Customer Service, Management, Event Management, Coaching, Microsoft Office, Research, Community Development, Outlook
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1989 — 1993
MBA, Strategic Planning
University of California, Los Angeles 1982 — 1987
BA, Political Science and History
Loara High School 1979 — 1982
Joseph Machalek Joseph Machalek's Legg Mason Experience 2006 - 2011
Job Senior Buyer at Advanced Motors & Drives, Inc.
Industry Logistics and Supply Chain
Experience
Advanced Motors & Drives, Inc. October 2013 - Present
M and H Integrated July 2011 - October 2013
Legg Mason 2006 - 2011
Legg Mason 2004 - 2006
Legg Mason 2002 - 2004
Legg Mason 2001 - 2002
Legg Mason 1999 - 2001
IBM 1997 - 1999
Town of Union Parks and Recreation 1993 - 1997
Skills
Vendor Management, Data Center, Program Management
Education
SUNY Cortland
Bachelor of Science (B.S.)
Broome Community College
Associate of Arts (AA), Business Administration and Management, General
Advanced Motors & Drives, Inc. October 2013 - Present
M and H Integrated July 2011 - October 2013
Legg Mason 2006 - 2011
Legg Mason 2004 - 2006
Legg Mason 2002 - 2004
Legg Mason 2001 - 2002
Legg Mason 1999 - 2001
IBM 1997 - 1999
Town of Union Parks and Recreation 1993 - 1997
Skills
Vendor Management, Data Center, Program Management
Education
SUNY Cortland
Bachelor of Science (B.S.)
Broome Community College
Associate of Arts (AA), Business Administration and Management, General
Dan Phelps Dan Phelps's Legg Mason Experience 1997 - 2000
Job VP Social Media at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2010 - Present
Dan Phelps Photography January 1999 - Present
T. Rowe Price March 2007 - September 2011
Apex Inflatable Boats - Annapolis 2000 - 2004
Legg Mason 1997 - 2000
Thomson Financial - Wiesenberger 1995 - 1997
Thomson Financial November 1994 - 1995
Vanguard August 1992 - November 1994
Skills
Digital Photography, Microsoft Excel, Social Media, Social Media Marketing, Social Media Measurement, Entrepreneurship, Fundraising, Public Relations, Marketing, Strategy, Strategic Communications, Advertising, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Marketing
Clarkson University 1988 — 1992
BS, Finance
T. Rowe Price April 2010 - Present
Dan Phelps Photography January 1999 - Present
T. Rowe Price March 2007 - September 2011
Apex Inflatable Boats - Annapolis 2000 - 2004
Legg Mason 1997 - 2000
Thomson Financial - Wiesenberger 1995 - 1997
Thomson Financial November 1994 - 1995
Vanguard August 1992 - November 1994
Skills
Digital Photography, Microsoft Excel, Social Media, Social Media Marketing, Social Media Measurement, Entrepreneurship, Fundraising, Public Relations, Marketing, Strategy, Strategic Communications, Advertising, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Marketing
Clarkson University 1988 — 1992
BS, Finance
Aleksandar Radic's Legg Mason Experience October 1998 - August 2003
Job Director of Consulting Services at Hyper Technologies Inc
Industry Information Technology and Services
Experience
Hyper Technologies Inc January 2015 - Present
Hyper Technologies Inc September 2011 - Present
Aecon January 2010 - October 2011
ResMor Trust Company June 2009 - January 2010
JGC Inc. (Cara Operations Ltd.) October 2006 - June 2009
Torys LLP January 2005 - October 2006
The Investment Administration Solution September 2003 - December 2004
Legg Mason October 1998 - August 2003
Skills
Citrix, ITIL, Disaster Recovery, Virtualization, VMware, Active Directory, Windows Server, Microsoft Technologies, Hyper-V, Windows 7, Servers, System Deployment, SCOM, SCCM, VMware ESX, SAN, Microsoft Exchange, DNS, vSphere, Data Center, IT Management, Storage, Microsoft SQL Server, Infrastructure, Cluster, SharePoint, VDI, Group Policy, Solution Architecture, DHCP, Cloud Computing, VMware Infrastructure, Citrix Metaframe, Network Security
Education
CDI College 1993 — 1996
Network Specialist, Information Technology
University of Belgrade 1991 — 1993
Hyper Technologies Inc January 2015 - Present
Hyper Technologies Inc September 2011 - Present
Aecon January 2010 - October 2011
ResMor Trust Company June 2009 - January 2010
JGC Inc. (Cara Operations Ltd.) October 2006 - June 2009
Torys LLP January 2005 - October 2006
The Investment Administration Solution September 2003 - December 2004
Legg Mason October 1998 - August 2003
Skills
Citrix, ITIL, Disaster Recovery, Virtualization, VMware, Active Directory, Windows Server, Microsoft Technologies, Hyper-V, Windows 7, Servers, System Deployment, SCOM, SCCM, VMware ESX, SAN, Microsoft Exchange, DNS, vSphere, Data Center, IT Management, Storage, Microsoft SQL Server, Infrastructure, Cluster, SharePoint, VDI, Group Policy, Solution Architecture, DHCP, Cloud Computing, VMware Infrastructure, Citrix Metaframe, Network Security
Education
CDI College 1993 — 1996
Network Specialist, Information Technology
University of Belgrade 1991 — 1993
Kristin Dietz Kristin Dietz's Legg Mason Experience August 2000 - May 2004
Job Equity Trader at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2000 - May 2004
Legg Mason July 1999 - August 2000
Legg Mason August 1997 - July 1999
Education
Loyola University Maryland 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Towson University 1992 — 1996
Bachelor's degree, Finance, General
Charles University in Prague 1994 — 1995
General Studies
Legg Mason August 2000 - May 2004
Legg Mason July 1999 - August 2000
Legg Mason August 1997 - July 1999
Education
Loyola University Maryland 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Towson University 1992 — 1996
Bachelor's degree, Finance, General
Charles University in Prague 1994 — 1995
General Studies
Brian Kelly, CFA's Legg Mason Experience June 2006 - June 2010
Job Senior Associate, Valuation Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2012 - Present
Legg Mason June 2006 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, DCF
Education
Boston University Questrom School of Business 2010 — 2012
Master of Business Administration (M.B.A.), High Honors
University of Vermont 2001 — 2005
Bachelor’s Degree, Business Administration
Fairfield College Preparatory School 1997 — 2001
High School
Duff & Phelps June 2012 - Present
Legg Mason June 2006 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, DCF
Education
Boston University Questrom School of Business 2010 — 2012
Master of Business Administration (M.B.A.), High Honors
University of Vermont 2001 — 2005
Bachelor’s Degree, Business Administration
Fairfield College Preparatory School 1997 — 2001
High School
JR Lopez's Legg Mason Experience July 2002 - May 2007
Job Regional Director at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Financial Services
Experience
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. March 2014 - Present
Primerica October 2013 - February 2014
Primerica September 2012 - October 2013
Primerica February 2011 - September 2012
Wells Fargo February 2008 - December 2009
Legg Mason July 2002 - May 2007
NYSE Euronext July 1999 - March 2001
Skills
Series 63, Series 7, Series 6, Mutual Funds, Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Series 65, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Active Series 7, Series..., IT Service Management, Spanish-speaking, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Portfolio Management, ETFs, Asset Management, Financial Planning
Education
Boston University - School of Management 1995 — 1999
BSBA, FINANCE
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. March 2014 - Present
Primerica October 2013 - February 2014
Primerica September 2012 - October 2013
Primerica February 2011 - September 2012
Wells Fargo February 2008 - December 2009
Legg Mason July 2002 - May 2007
NYSE Euronext July 1999 - March 2001
Skills
Series 63, Series 7, Series 6, Mutual Funds, Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Series 65, Investments, Asset Managment, Alternative Investments, Strategic Financial..., Active Series 7, Series..., IT Service Management, Spanish-speaking, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Portfolio Management, ETFs, Asset Management, Financial Planning
Education
Boston University - School of Management 1995 — 1999
BSBA, FINANCE
Martin Keiser Martin Keiser's Legg Mason Experience October 2011 - February 2015
Job Regional Manager at Lord, Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Legg Mason October 2011 - February 2015
Legg Mason December 2008 - September 2011
Legg Mason June 2008 - December 2008
Coastal Carolina University January 2007 - May 2008
Legg Mason 2006 - 2008
Skills
Series 63, Series 7, Separately Managed..., Alternative Investments, Uniform Combined State..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Retirement, 529 Plans, Asset Managment, Equities, Relationship Management, Fixed Income, Investment Strategies, Municipal Bonds, MLP, Dividends, High Yield Bonds, Emerging Markets, Energy Industry, Closed-end Funds, Economics, Macroeconomics, Sales, Public Speaking, Charismatic Leadership
Education
Coastal Carolina University
BS, Marketing
Lord, Abbett & Co. LLC March 2015 - Present
Legg Mason October 2011 - February 2015
Legg Mason December 2008 - September 2011
Legg Mason June 2008 - December 2008
Coastal Carolina University January 2007 - May 2008
Legg Mason 2006 - 2008
Skills
Series 63, Series 7, Separately Managed..., Alternative Investments, Uniform Combined State..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Retirement, 529 Plans, Asset Managment, Equities, Relationship Management, Fixed Income, Investment Strategies, Municipal Bonds, MLP, Dividends, High Yield Bonds, Emerging Markets, Energy Industry, Closed-end Funds, Economics, Macroeconomics, Sales, Public Speaking, Charismatic Leadership
Education
Coastal Carolina University
BS, Marketing
Jessica Meyer Jessica Meyer's Legg Mason Experience November 2014 - Present
Job Sales Service Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
Land and Buildings January 2014 - November 2014
Jefferies LLC October 2011 - November 2013
Education
Champlain College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Legg Mason November 2014 - Present
Land and Buildings January 2014 - November 2014
Jefferies LLC October 2011 - November 2013
Education
Champlain College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Doug Swirsky Doug Swirsky's Legg Mason Experience 2002 - 2005
Job President and Chief Executive Officer at GenVec
Industry Biotechnology
Experience
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
Ryan Bolton Ryan Bolton's Legg Mason Experience April 2008 - February 2010
Job Experienced Digital Professional at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors February 2010 - Present
Legg Mason April 2008 - February 2010
Lehman Brothers July 2007 - March 2008
Dreyfus November 2000 - June 2007
Rapp Collins Worldwide April 1999 - November 2000
Foote, Cone & Belding September 1998 - April 1999
Education
City University of New York-Hunter College 2000 — 2008
Religion
University of Rochester 1996 — 1998
Political Science
Allianz Global Investors February 2010 - Present
Legg Mason April 2008 - February 2010
Lehman Brothers July 2007 - March 2008
Dreyfus November 2000 - June 2007
Rapp Collins Worldwide April 1999 - November 2000
Foote, Cone & Belding September 1998 - April 1999
Education
City University of New York-Hunter College 2000 — 2008
Religion
University of Rochester 1996 — 1998
Political Science
Jennifer Callahan's Legg Mason Experience December 2005 - May 2006
Job Director, Volunteer and Youth Engagement at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross October 2014 - Present
American Red Cross November 2013 - December 2014
Microskin New York August 2011 - May 2012
Apple Inc. November 2009 - October 2011
Citi September 2007 - May 2008
Ernst & Young June 2006 - August 2007
Legg Mason December 2005 - May 2006
Citi August 2002 - December 2005
Connecticut General Assembly February 2001 - July 2002
Skills
Recruiting, Human Resources, Training, Leadership, Employee Relations, Management, Social Media, Talent Acquisition, Performance Management, Onboarding, Talent Management, Project Management, Social Networking, Event Planning, Customer Service, Blogging, Public Relations, New Hire Orientations, Event Management, PeopleSoft, Internal Communications, Creative Writing, Program Management, Disaster Response, Editing, Crisis Management, Team Leadership, Marketing, Community Management, Organizational..., Marketing Communications, Technology, Writing, Office Management, Business Writing, New Hire Training, Digital Marketing, Community Engagement, Relationship Management, Nonprofits, Public Speaking, Strategic Planning, Fundraising, Team Building, Strategic Communications, Apple Certified, Storytelling, HRIS, Sales, Volunteer Management
Education
Central Connecticut State University
Bachelor of Arts (B.A.), English
American Red Cross October 2014 - Present
American Red Cross November 2013 - December 2014
Microskin New York August 2011 - May 2012
Apple Inc. November 2009 - October 2011
Citi September 2007 - May 2008
Ernst & Young June 2006 - August 2007
Legg Mason December 2005 - May 2006
Citi August 2002 - December 2005
Connecticut General Assembly February 2001 - July 2002
Skills
Recruiting, Human Resources, Training, Leadership, Employee Relations, Management, Social Media, Talent Acquisition, Performance Management, Onboarding, Talent Management, Project Management, Social Networking, Event Planning, Customer Service, Blogging, Public Relations, New Hire Orientations, Event Management, PeopleSoft, Internal Communications, Creative Writing, Program Management, Disaster Response, Editing, Crisis Management, Team Leadership, Marketing, Community Management, Organizational..., Marketing Communications, Technology, Writing, Office Management, Business Writing, New Hire Training, Digital Marketing, Community Engagement, Relationship Management, Nonprofits, Public Speaking, Strategic Planning, Fundraising, Team Building, Strategic Communications, Apple Certified, Storytelling, HRIS, Sales, Volunteer Management
Education
Central Connecticut State University
Bachelor of Arts (B.A.), English
Edward W. Rogers Jr.'s Legg Mason Experience January 1990 - September 2009
Job Angel InvestorAcademic Merit LLC
Industry Financial Services
Experience
Legg Mason January 1990 - September 2009
Shearson Loeb Rhodes July 1981 - January 1990
Education
Bowdoin College 1977 — 1981
BA, ECONOMICS, MATHEMATICS
CHEVERUS HIGH SCHOOL - CLASS OF 1977 1973 — 1977
Summa Cum Laude
Legg Mason January 1990 - September 2009
Shearson Loeb Rhodes July 1981 - January 1990
Education
Bowdoin College 1977 — 1981
BA, ECONOMICS, MATHEMATICS
CHEVERUS HIGH SCHOOL - CLASS OF 1977 1973 — 1977
Summa Cum Laude
Carrie Weintraub Carrie Weintraub's Legg Mason Experience June 2012 - July 2012
Job IT Development Program at Apple
Industry Information Technology and Services
Experience
Apple July 2015 - Present
Roger Sorrells Engineering and Science Library September 2011 - May 2015
Apple May 2014 - August 2014
Xerox May 2013 - August 2013
Legg Mason June 2012 - July 2012
Skills
Project Management, Ruby on Rails, Salesforce.com, HTML 5, Python, Java, Microsoft Excel, C, Mobile Applications, SQL, MongoDB, C#, Visual Basic, CSS, PowerPoint, SharePoint, Information Management, Portfolio Management, Web Applications, Node.js
Education
Carnegie Mellon University 2011 — 2015
B.S., Information Systems, Business Administration
Apple July 2015 - Present
Roger Sorrells Engineering and Science Library September 2011 - May 2015
Apple May 2014 - August 2014
Xerox May 2013 - August 2013
Legg Mason June 2012 - July 2012
Skills
Project Management, Ruby on Rails, Salesforce.com, HTML 5, Python, Java, Microsoft Excel, C, Mobile Applications, SQL, MongoDB, C#, Visual Basic, CSS, PowerPoint, SharePoint, Information Management, Portfolio Management, Web Applications, Node.js
Education
Carnegie Mellon University 2011 — 2015
B.S., Information Systems, Business Administration
Jackson M. Andrews, CAIA's Legg Mason Experience August 2013 - 2015
Job Managing Director at Endeavor Louisville
Industry Financial Services
Experience
Endeavor Louisville March 2015 - Present
Spouting Rock Financial Partners September 2013 - 2015
Legg Mason August 2013 - 2015
Barlow Associates, Merrill Lynch 2010 - 2013
Atlas Brown January 2006 - December 2010
J.J.B. Hilliard, W.L. Lyons May 2001 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Financial Services, Finance, Financial Advisory, Valuation, Financial Modeling, Strategic Planning, Management, Investment Banking, Financial Analysis, Business Development, Private Equity, Entrepreneurship, Asset Management, Mutual Funds
Education
Centre College 2000 — 2004
Bachelor of Arts (B.A.), Government & Political Economy
Endeavor Louisville March 2015 - Present
Spouting Rock Financial Partners September 2013 - 2015
Legg Mason August 2013 - 2015
Barlow Associates, Merrill Lynch 2010 - 2013
Atlas Brown January 2006 - December 2010
J.J.B. Hilliard, W.L. Lyons May 2001 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Financial Services, Finance, Financial Advisory, Valuation, Financial Modeling, Strategic Planning, Management, Investment Banking, Financial Analysis, Business Development, Private Equity, Entrepreneurship, Asset Management, Mutual Funds
Education
Centre College 2000 — 2004
Bachelor of Arts (B.A.), Government & Political Economy
David Emig David Emig's Legg Mason Experience September 2000 - February 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Smith Barney February 2006 - February 2009
Legg Mason September 2000 - February 2006
United States Marine Corps June 1990 - October 1991
Education
College for Financial Planning
Accredited Asset Management Specialist, Planning and Services
Wells Fargo Advisors, LLC 2009 - Present
Smith Barney February 2006 - February 2009
Legg Mason September 2000 - February 2006
United States Marine Corps June 1990 - October 1991
Education
College for Financial Planning
Accredited Asset Management Specialist, Planning and Services
Josh Huber Josh Huber's Legg Mason Experience August 2005 - December 2005
Job Manager of Business Development at American Express Travel
Industry Financial Services
Experience
American Express June 2014 - Present
Analytics8 May 2013 - June 2014
302 Skin Care 2008 - May 2013
C.H. Robinson March 2005 - March 2008
Textura Corporation 2007 - 2008
Legg Mason August 2005 - December 2005
Skills
Editing, Account Management, Sales, Marketing, Project Management, Product Training, Technical Product..., SaaS, Customer Driven, Self-starter, Social Media Marketing
Education
California State University-Northridge 2000 — 2004
Bachelor of Science (B.S.), Marketing
La Lumiere School
American Express June 2014 - Present
Analytics8 May 2013 - June 2014
302 Skin Care 2008 - May 2013
C.H. Robinson March 2005 - March 2008
Textura Corporation 2007 - 2008
Legg Mason August 2005 - December 2005
Skills
Editing, Account Management, Sales, Marketing, Project Management, Product Training, Technical Product..., SaaS, Customer Driven, Self-starter, Social Media Marketing
Education
California State University-Northridge 2000 — 2004
Bachelor of Science (B.S.), Marketing
La Lumiere School
Alex Waters's Legg Mason Experience June 2008 - August 2008
Job strategist
Industry Plastics
Experience
Natural Learning Corporation May 2010 - December 2010
Legg Mason June 2008 - August 2008
Education
Colgate University 2005 — 2009
BA, History and Economics
Natural Learning Corporation May 2010 - December 2010
Legg Mason June 2008 - August 2008
Education
Colgate University 2005 — 2009
BA, History and Economics
Kathleen Kowal Kathleen Kowal's Legg Mason Experience November 2003 - May 2008
Job IT Trainer at Cooley LLP
Industry Law Practice
Experience
Cooley LLP September 2008 - Present
Legg Mason November 2003 - May 2008
EDS July 1999 - October 2003
Skills
Captivate, Training, CRM, Project Management, Process Improvement, Software Documentation, Management, Vendor Management, Testing, Business Analysis, Team Building, Business Intelligence, Integration, IT Management, Distance Learning, Curriculum Development, Disaster Recovery, Program Management
Education
Central Michigan University 1988 — 1992
Bachelor of Science in Business Administration, Marketing and Advertising
Georgia Institute of Technology
Web Design
Cooley LLP September 2008 - Present
Legg Mason November 2003 - May 2008
EDS July 1999 - October 2003
Skills
Captivate, Training, CRM, Project Management, Process Improvement, Software Documentation, Management, Vendor Management, Testing, Business Analysis, Team Building, Business Intelligence, Integration, IT Management, Distance Learning, Curriculum Development, Disaster Recovery, Program Management
Education
Central Michigan University 1988 — 1992
Bachelor of Science in Business Administration, Marketing and Advertising
Georgia Institute of Technology
Web Design
Adam Fackler, CFA's Legg Mason Experience March 2004 - October 2005
Job Analyst Upstream Research at MLV & Co
Industry Research
Experience
MLV & Co October 2014 - Present
MLV September 2013 - October 2014
KLR Group, LLC (formerly Rodman & Renshaw) February 2011 - February 2013
Resources Management Corp November 2005 - February 2011
Legg Mason March 2004 - October 2005
Skills
Financial Modeling, Equity Research, Investments, Equities, Valuation, Securities, Financial Analysis, Hedge Funds, Fixed Income
Education
Bucknell University 1999 — 2003
BS, Business Administration
MLV & Co October 2014 - Present
MLV September 2013 - October 2014
KLR Group, LLC (formerly Rodman & Renshaw) February 2011 - February 2013
Resources Management Corp November 2005 - February 2011
Legg Mason March 2004 - October 2005
Skills
Financial Modeling, Equity Research, Investments, Equities, Valuation, Securities, Financial Analysis, Hedge Funds, Fixed Income
Education
Bucknell University 1999 — 2003
BS, Business Administration
Paul DiIanni's Legg Mason Experience June 2002 - February 2006
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Gordon Lee Tooman Gordon Lee Tooman's Legg Mason Experience March 2001 - March 2010
Job Funeral Services Associate at McComas Funeral Home
Industry Facilities Services
Experience
McComas Funeral Home August 2011 - Present
Legg Mason March 2001 - March 2010
Nuvell Financial Services 1999 - 2000
Mercedes-Benz Credit Corporation 1990 - 1999
Skills
Financial Analysis, Management, Budgets, Contract Negotiation, Project Management, Data Center, Training, Security, Program Management, Time Management, Customer Service, Telecommunications, Leadership, Visio, Team Building, Procurement, Project Planning, Vendor Management, Change Management, Construction Management, Process Improvement, Strategic Planning, Facilities Management
Education
Medaille College 1981 — 1982
Bachelor of Science, Liberal Studies
Bryant & Stratton College 1979 — 1981
Associate of Science, Data Processing
University at Albany, SUNY 1976 — 1976
Associate of Science, Liberal Arts
McComas Funeral Home August 2011 - Present
Legg Mason March 2001 - March 2010
Nuvell Financial Services 1999 - 2000
Mercedes-Benz Credit Corporation 1990 - 1999
Skills
Financial Analysis, Management, Budgets, Contract Negotiation, Project Management, Data Center, Training, Security, Program Management, Time Management, Customer Service, Telecommunications, Leadership, Visio, Team Building, Procurement, Project Planning, Vendor Management, Change Management, Construction Management, Process Improvement, Strategic Planning, Facilities Management
Education
Medaille College 1981 — 1982
Bachelor of Science, Liberal Studies
Bryant & Stratton College 1979 — 1981
Associate of Science, Data Processing
University at Albany, SUNY 1976 — 1976
Associate of Science, Liberal Arts
John W DeSpirito IV's Legg Mason Experience 1999 - 2000
Job Information Technology Consultant
Industry Information Technology and Services
Experience
Verdad Investigations & Protection, Inc. January 2013 - Present
iSafe Technologies Inc. January 2001 - Present
Telergy, Inc. 2000 - 2002
Legg Mason 1999 - 2000
Home Detective Company 1998 - 2000
Solvay Police Department March 1993 - April 1997
DeSpirito Lumber & Mason Supply 1985 - 1995
Solvay Wholesale & Police Supply 1985 - 1995
Skills
Network Security, Private Investigations, Project Planning, Computer Security, Cyber Defense, Computer Forensics, Linux System..., Web Applications, Software Engineering, Computer Architecture, Wireless Broadband, Fraud Investigations, Investigative Reporting, Security Audits, User Experience, Cyber-security..., Telecommunications..., IP CCTV, Microsoft SQL Server, Server Administration, Linux Firewalls, Mac OS X Server, Network Topology, IT Project & Program..., Mobile Technology, Surveillance, Skip Tracing, Data Recovery, Technology Risk..., IP Cameras, Security Clearance, Information Assurance, Wireless Security, Wireless Networking, Video Conferencing, Surveillance Detection, Personal Protection, Executive Protection, Operations Management, Employee Management, Business Planning, Direct Sales, Asset Repossessions, Team Management, Management, Strategic Planning, Project Management, Sales, Customer Service, Security
Education
Capitol College 1999 — 2000
Web Software Engineering
Durham Technical School 1998 — 1999
Information Technology Systems
University of North Carolina at Chapel Hill 1998 — 1999
Computer Science
Onondaga Community College 1993 — 1993
NYS Police Officer, NYS Police Academy
State University of New York at Delhi 1988 — 1990
AS, Business Management
Solvay High School 1984 — 1988
High School Diploma, NYS Regents
Verdad Investigations & Protection, Inc. January 2013 - Present
iSafe Technologies Inc. January 2001 - Present
Telergy, Inc. 2000 - 2002
Legg Mason 1999 - 2000
Home Detective Company 1998 - 2000
Solvay Police Department March 1993 - April 1997
DeSpirito Lumber & Mason Supply 1985 - 1995
Solvay Wholesale & Police Supply 1985 - 1995
Skills
Network Security, Private Investigations, Project Planning, Computer Security, Cyber Defense, Computer Forensics, Linux System..., Web Applications, Software Engineering, Computer Architecture, Wireless Broadband, Fraud Investigations, Investigative Reporting, Security Audits, User Experience, Cyber-security..., Telecommunications..., IP CCTV, Microsoft SQL Server, Server Administration, Linux Firewalls, Mac OS X Server, Network Topology, IT Project & Program..., Mobile Technology, Surveillance, Skip Tracing, Data Recovery, Technology Risk..., IP Cameras, Security Clearance, Information Assurance, Wireless Security, Wireless Networking, Video Conferencing, Surveillance Detection, Personal Protection, Executive Protection, Operations Management, Employee Management, Business Planning, Direct Sales, Asset Repossessions, Team Management, Management, Strategic Planning, Project Management, Sales, Customer Service, Security
Education
Capitol College 1999 — 2000
Web Software Engineering
Durham Technical School 1998 — 1999
Information Technology Systems
University of North Carolina at Chapel Hill 1998 — 1999
Computer Science
Onondaga Community College 1993 — 1993
NYS Police Officer, NYS Police Academy
State University of New York at Delhi 1988 — 1990
AS, Business Management
Solvay High School 1984 — 1988
High School Diploma, NYS Regents
Bellotte Anthony Bellotte Anthony's Legg Mason Experience September 1999 - March 2000
Job Manager
Industry Sports
Experience
D.O.D March 1989 - Present
Unisys July 2004 - January 2007
Baesch Computer Consulting November 2000 - June 2004
Legg Mason September 1999 - March 2000
Skills
Cisco, Data Center, Nexus, Switches, Security, Network Engineering, Firewalls, A+ Certified, Disaster Recovery, CCNA, VPN, PIX, Network Design, Network Security, Network Architecture, WAN, EIGRP, Routing, ASA, Network Operations, BGP, VMware, OSPF, Infrastructure Security, Frame Relay, LAN/WAN, IPS, Virtualization, HP Openview, Security+, HSRP, Deployment, Network Administration, Remote Infrastructure..., Routers, Cisco Technologies, MPLS, LAN-WAN, Cisco IOS, Juniper, Information Assurance, Computer Security, Penetration Testing, CISSP, System Deployment, Computer Network..., Information Security, Wireless Networking
Education
Capitol College 1996 — 1997
Electronic Engineer Certificate, Electrical Engineering
University of Maryland University College 1991 — 1996
Glen Burnie
D.O.D March 1989 - Present
Unisys July 2004 - January 2007
Baesch Computer Consulting November 2000 - June 2004
Legg Mason September 1999 - March 2000
Skills
Cisco, Data Center, Nexus, Switches, Security, Network Engineering, Firewalls, A+ Certified, Disaster Recovery, CCNA, VPN, PIX, Network Design, Network Security, Network Architecture, WAN, EIGRP, Routing, ASA, Network Operations, BGP, VMware, OSPF, Infrastructure Security, Frame Relay, LAN/WAN, IPS, Virtualization, HP Openview, Security+, HSRP, Deployment, Network Administration, Remote Infrastructure..., Routers, Cisco Technologies, MPLS, LAN-WAN, Cisco IOS, Juniper, Information Assurance, Computer Security, Penetration Testing, CISSP, System Deployment, Computer Network..., Information Security, Wireless Networking
Education
Capitol College 1996 — 1997
Electronic Engineer Certificate, Electrical Engineering
University of Maryland University College 1991 — 1996
Glen Burnie
Andrew Koch's Legg Mason Experience December 2007 - August 2011
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Legg Mason December 2007 - August 2011
Legg Mason December 2004 - December 2007
Citigroup Asset Management June 2002 - January 2004
NASDAQ October 2001 - June 2002
Skills
Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Portfolio Management, Investment Management, 529 Plans, Closed-end Funds, Commodity, Series 63, Series 7, Asset Allocation, Series 24, Asset Managment, Hedge Funds, Investments, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston College - Carroll School of Management 1997 — 2001
B.S., Marketing
Invesco Ltd. October 2011 - Present
Legg Mason December 2007 - August 2011
Legg Mason December 2004 - December 2007
Citigroup Asset Management June 2002 - January 2004
NASDAQ October 2001 - June 2002
Skills
Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Portfolio Management, Investment Management, 529 Plans, Closed-end Funds, Commodity, Series 63, Series 7, Asset Allocation, Series 24, Asset Managment, Hedge Funds, Investments, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston College - Carroll School of Management 1997 — 2001
B.S., Marketing
Sarah Olsen's Legg Mason Experience March 2015 - Present
Job Senior HR Business Partner at Legg Mason
Industry Human Resources
Experience
Legg Mason March 2015 - Present
BlackRock September 2013 - March 2015
Credit Suisse December 2009 - March 2013
Barclays Capital/Lehman Brothers August 2006 - December 2009
Connecticut Orthopaedic Specialists May 2005 - August 2006
Skills
Investment Banking, Full-cycle Recruiting, Global HR, SDLC, Talent Management, Human Resources, Recruiting
Education
Drew University 2001 — 2005
Bachelor of Arts Degree, Psychology and French (Double Major)
Choate Rosemary Hall 1997 — 2001
Legg Mason March 2015 - Present
BlackRock September 2013 - March 2015
Credit Suisse December 2009 - March 2013
Barclays Capital/Lehman Brothers August 2006 - December 2009
Connecticut Orthopaedic Specialists May 2005 - August 2006
Skills
Investment Banking, Full-cycle Recruiting, Global HR, SDLC, Talent Management, Human Resources, Recruiting
Education
Drew University 2001 — 2005
Bachelor of Arts Degree, Psychology and French (Double Major)
Choate Rosemary Hall 1997 — 2001
Stephen Trempe, CFA's Legg Mason Experience February 2003 - December 2005
Job Vice President, Asset Management at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Myung Choi's Legg Mason Experience 1996 - 1998
Job Senior Business Analyst at BNY Mellon
Industry Financial Services
Experience
MYH Consulting, Inc. 2009 - Present
BNY Mellon 2013 - Present
MacKay Shields LLC 2012 - 2013
Van Eck Global 2010 - 2011
HOOPP 2009 - 2010
Sindex 2007 - 2009
Robeco Investment Management 1998 - 2007
Legg Mason 1996 - 1998
Education
Carnegie Mellon University
BS, Double Major, Industrial Management (Finance) and Economics
MYH Consulting, Inc. 2009 - Present
BNY Mellon 2013 - Present
MacKay Shields LLC 2012 - 2013
Van Eck Global 2010 - 2011
HOOPP 2009 - 2010
Sindex 2007 - 2009
Robeco Investment Management 1998 - 2007
Legg Mason 1996 - 1998
Education
Carnegie Mellon University
BS, Double Major, Industrial Management (Finance) and Economics
Kimberly Mitchell Hjelmar's Legg Mason Experience November 2013 - Present
Job Vice President, Manager, Global Web Development; Legg Mason
Industry Information Services
Experience
Legg Mason November 2013 - Present
Legg Mason October 2005 - Present
The Knot 2001 - 2004
Arrow Electronics 1999 - 2000
Support Net 1995 - 1999
Indiana Business Modernization and Technology Corporation 1992 - 1995
Skills
Mutual Funds, Analytics, Digital Marketing, Email Marketing, Project Management, Management, Financial Services, Digital Strategy, Content Management, Strategy, Web Project Management, E-commerce, Social Media, Social Media Marketing, SEO, Mobile Marketing, Advertising, User Experience, Content Strategy, Digital Media, Online Marketing
Education
Butler University 1988 — 1992
Bachelor of Arts, Communications, with a minor in English Literature
Legg Mason November 2013 - Present
Legg Mason October 2005 - Present
The Knot 2001 - 2004
Arrow Electronics 1999 - 2000
Support Net 1995 - 1999
Indiana Business Modernization and Technology Corporation 1992 - 1995
Skills
Mutual Funds, Analytics, Digital Marketing, Email Marketing, Project Management, Management, Financial Services, Digital Strategy, Content Management, Strategy, Web Project Management, E-commerce, Social Media, Social Media Marketing, SEO, Mobile Marketing, Advertising, User Experience, Content Strategy, Digital Media, Online Marketing
Education
Butler University 1988 — 1992
Bachelor of Arts, Communications, with a minor in English Literature
Carly Veizaj's Legg Mason Experience December 2006 - Present
Job AVP, Senior Designer at Legg Mason
Industry Graphic Design
Experience
Legg Mason December 2006 - Present
Kelleher Samets Volk September 2005 - September 2006
Skills
Graphic Design, Brochures, Logo Design, InDesign, Illustrator, Adobe Acrobat, Photography, Advertising, Desktop Publishing, Corporate Identity, Art Direction, Adobe Creative Suite, Graphics, Layout, Branding & Identity
Education
Suffolk University 2002 — 2005
BFA, Graphic Design
Champlain College 1999 — 2001
Associates, Graphic Design & Multimedia
Legg Mason December 2006 - Present
Kelleher Samets Volk September 2005 - September 2006
Skills
Graphic Design, Brochures, Logo Design, InDesign, Illustrator, Adobe Acrobat, Photography, Advertising, Desktop Publishing, Corporate Identity, Art Direction, Adobe Creative Suite, Graphics, Layout, Branding & Identity
Education
Suffolk University 2002 — 2005
BFA, Graphic Design
Champlain College 1999 — 2001
Associates, Graphic Design & Multimedia
Seamus Britt, CFA's Legg Mason Experience 2008 - 2010
Job Client Portfolio Director, Principal at Mercer Investments
Industry Investment Management
Experience
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Joseph Panetta's Legg Mason Experience December 2005 - June 2008
Job Overlay Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Smith Barney June 2009 - Present
Citi June 2008 - June 2009
Legg Mason December 2005 - June 2008
Citi July 1995 - December 2005
Skills
Series 63, Series 7, Separately Managed..., Series 65, Wealth Management, Investment Advisory, Equities, Asset Management, Investments, Investment Management, Portfolio Management, Wealth Management..., Financial Services
Education
City University of New York-Brooklyn College 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
Morgan Stanley February 2014 - Present
Morgan Stanley Smith Barney June 2009 - Present
Citi June 2008 - June 2009
Legg Mason December 2005 - June 2008
Citi July 1995 - December 2005
Skills
Series 63, Series 7, Separately Managed..., Series 65, Wealth Management, Investment Advisory, Equities, Asset Management, Investments, Investment Management, Portfolio Management, Wealth Management..., Financial Services
Education
City University of New York-Brooklyn College 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
Peter Hagerman's Legg Mason Experience March 2002 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2002 - Present
Education
Brown University
MA
University of Richmond
BS in Business Administration
Legg Mason March 2002 - Present
Education
Brown University
MA
University of Richmond
BS in Business Administration
Danielle Finelli's Legg Mason Experience December 2006 - July 2008
Job Manager of Conference Strategy and Analysis at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2008 - Present
Prudential Financial July 2008 - January 2010
Legg Mason December 2006 - July 2008
Citigroup 2004 - 2006
Education
Boston University Questrom School of Business 2007 — 2009
Masters, Project Management
Southern Connecticut State University 1994 — 1999
Prudential Financial July 2008 - Present
Prudential Financial July 2008 - January 2010
Legg Mason December 2006 - July 2008
Citigroup 2004 - 2006
Education
Boston University Questrom School of Business 2007 — 2009
Masters, Project Management
Southern Connecticut State University 1994 — 1999
Brad Burgunder's Legg Mason Experience December 2005 - March 2007
Job Relationship Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Dianna DiPietro's Legg Mason Experience June 2006 - July 2008
Job Human Resources Governance Associate at Legg Mason & Co., LLC.
Industry Financial Services
Experience
Legg Mason & Co., LLC. September 2010 - Present
Legg Mason & Co., LLC. July 2008 - October 2010
Legg Mason June 2006 - July 2008
Education
Catonsville Community College
AA
Franklin High School 1999 — 2003
Legg Mason & Co., LLC. September 2010 - Present
Legg Mason & Co., LLC. July 2008 - October 2010
Legg Mason June 2006 - July 2008
Education
Catonsville Community College
AA
Franklin High School 1999 — 2003
Kathy Larrier's Legg Mason Experience March 2012 - Present
Job HR Business Partner at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2012 - Present
Legg Mason January 2008 - January 2012
Legg Mason January 2006 - January 2008
Citigroup March 2001 - December 2005
Fox Television Sales 1992 - 2001
Skills
Talent Management
Education
City University of New York-Hunter College
BA/MS, Communications/Education
Legg Mason March 2012 - Present
Legg Mason January 2008 - January 2012
Legg Mason January 2006 - January 2008
Citigroup March 2001 - December 2005
Fox Television Sales 1992 - 2001
Skills
Talent Management
Education
City University of New York-Hunter College
BA/MS, Communications/Education
Kathy Larrier's Legg Mason Experience 2008 - Present
Job HR Generalist at Legg Mason
Industry Financial Services
Experience
Legg Mason 2008 - Present
Education
City University of New York-Hunter College 1987 — 1992
MS, Education
Legg Mason 2008 - Present
Education
City University of New York-Hunter College 1987 — 1992
MS, Education
Casey Wang's Legg Mason Experience 2002 - 2003
Job Systematic Strategies Oversight at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments May 2014 - Present
Morgan Stanley 2009 - May 2014
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
TD Bank Group 2004 - 2004
Legg Mason 2002 - 2003
Skills
Risk Management, Derivatives, Fixed Income, Prime Brokerage, Counterparty Risk, Trading Systems, Market Risk, Quantitative Finance, Liquidity Risk, Credit Risk, Equity Derivatives, Credit Derivatives, Java, Software Engineering
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Master of Science, Computational Finance
University of Waterloo 2001 — 2006
Bachelor of Math, Computer Science
Two Sigma Investments May 2014 - Present
Morgan Stanley 2009 - May 2014
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
TD Bank Group 2004 - 2004
Legg Mason 2002 - 2003
Skills
Risk Management, Derivatives, Fixed Income, Prime Brokerage, Counterparty Risk, Trading Systems, Market Risk, Quantitative Finance, Liquidity Risk, Credit Risk, Equity Derivatives, Credit Derivatives, Java, Software Engineering
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Master of Science, Computational Finance
University of Waterloo 2001 — 2006
Bachelor of Math, Computer Science
Bradley Eisen, CFP(R), CIMA(R)'s Legg Mason Experience September 2003 - September 2005
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Brian Eakes's Legg Mason Experience July 2011 - Present
Job Managing Director, Head of Finance & Controller at Legg Mason
Industry Investment Management
Experience
Legg Mason July 2011 - Present
Legg Mason July 1995 - August 2011
Legg Mason February 2006 - December 2008
Skills
Asset Management, Mutual Funds, Financial Planning, Financial Analysis, Corporate Finance, Due Diligence, Accounting, Strategic Planning, Excel, PowerPoint, Word, Budget, Talent Management, Performance Management, Professional..., Financial Reporting, Forecasting
Education
Loyola College in Maryland 1999 — 2001
Masters of Business Administration
Christopher Newport University 1987 — 1991
Bachelor's Degree, Accounting
Legg Mason July 2011 - Present
Legg Mason July 1995 - August 2011
Legg Mason February 2006 - December 2008
Skills
Asset Management, Mutual Funds, Financial Planning, Financial Analysis, Corporate Finance, Due Diligence, Accounting, Strategic Planning, Excel, PowerPoint, Word, Budget, Talent Management, Performance Management, Professional..., Financial Reporting, Forecasting
Education
Loyola College in Maryland 1999 — 2001
Masters of Business Administration
Christopher Newport University 1987 — 1991
Bachelor's Degree, Accounting
Peter Hagerman's Legg Mason Experience March 2002 - December 2008
Job John R Wood Properties
Industry Real Estate
Experience
Cachematrix April 2009 - June 2014
Legg Mason March 2002 - December 2008
Skills
Asset Management, Business Strategy, Investments, Mutual Funds, Product Management, Project Management, Risk Management, SaaS, Series 7, Start-ups, Wealth Management
Education
University of Richmond 1984 — 1988
BSBA
Brown University
MA
Cachematrix April 2009 - June 2014
Legg Mason March 2002 - December 2008
Skills
Asset Management, Business Strategy, Investments, Mutual Funds, Product Management, Project Management, Risk Management, SaaS, Series 7, Start-ups, Wealth Management
Education
University of Richmond 1984 — 1988
BSBA
Brown University
MA
Kirth Bobb, CISSP's Legg Mason Experience 2005 - 2007
Job Senior Information Security Engineer at VMD Systems Integrators, Inc.
Industry Computer & Network Security
Experience
VMD Systems Integrators, Inc. October 2013 - Present
Deloitte & Touche, LLP March 2012 - October 2013
B-Line Medical October 2009 - March 2012
ServicePower 2008 - 2009
B-Line Medical October 2006 - February 2008
Legg Mason 2005 - 2007
DCWASA 2003 - 2005
Skills
Access Controls, Cryptography, Security Architecture..., Active Directory, SQL, SQL Server, PKI, Apache, Microsoft SQL Server, Siteminder, Information Security, Network Security, Unix, Data Center
Education
University of Maryland University College 2007 — 2011
Master of Science, Information Assurance
Bowie State University 2002 — 2005
Bachelors of Science, Computer Technology/MIS
VMD Systems Integrators, Inc. October 2013 - Present
Deloitte & Touche, LLP March 2012 - October 2013
B-Line Medical October 2009 - March 2012
ServicePower 2008 - 2009
B-Line Medical October 2006 - February 2008
Legg Mason 2005 - 2007
DCWASA 2003 - 2005
Skills
Access Controls, Cryptography, Security Architecture..., Active Directory, SQL, SQL Server, PKI, Apache, Microsoft SQL Server, Siteminder, Information Security, Network Security, Unix, Data Center
Education
University of Maryland University College 2007 — 2011
Master of Science, Information Assurance
Bowie State University 2002 — 2005
Bachelors of Science, Computer Technology/MIS
Stephanie Ketchum's Legg Mason Experience June 2003 - December 2005
Job Securities Industry Attorney
Industry Legal Services
Experience
Securities America, Inc. Member FINRA/SIPC 2004 - Present
Citigroup Global Markets, Inc. (Smith Barney Division) December 2005 - December 2008
Legg Mason June 2003 - December 2005
Whiteford, Taylor & Preston January 1997 - June 2003
Skills
Tax, Corporate Law, Risk Management, Legal Advice, Corporate Governance, Due Diligence, Litigation, Regulatory Compliance, Mergers & Acquisitions, Securities
Education
University of Baltimore School of Law 1994 — 1997
Juris Doctorate, Law
Bucknell University 1989 — 1993
B.A., Economics/Statistics
Securities America, Inc. Member FINRA/SIPC 2004 - Present
Citigroup Global Markets, Inc. (Smith Barney Division) December 2005 - December 2008
Legg Mason June 2003 - December 2005
Whiteford, Taylor & Preston January 1997 - June 2003
Skills
Tax, Corporate Law, Risk Management, Legal Advice, Corporate Governance, Due Diligence, Litigation, Regulatory Compliance, Mergers & Acquisitions, Securities
Education
University of Baltimore School of Law 1994 — 1997
Juris Doctorate, Law
Bucknell University 1989 — 1993
B.A., Economics/Statistics
Z Weiss's Legg Mason Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
The Newsbridge May 2009 - Present
Polaris Management Partners July 2010 - June 2011
Polaris Management Partners September 2009 - July 2010
Dr. Sandy Green February 2009 - May 2009
The Huffington Post November 2008 - May 2009
Legg Mason June 2008 - August 2008
Rolling Stone Magazine June 2007 - August 2007
Citysearch August 2006 - November 2006
Office of United States Congressman Steve Rothman June 2004 - August 2004
Education
University of Southern California 2005 — 2009
Bachelor of Arts, Cum Laude, Print Journalism Major, Economics Minor
City University London 2008 — 2008
Economics, International Politics and Journalism
The Newsbridge May 2009 - Present
Polaris Management Partners July 2010 - June 2011
Polaris Management Partners September 2009 - July 2010
Dr. Sandy Green February 2009 - May 2009
The Huffington Post November 2008 - May 2009
Legg Mason June 2008 - August 2008
Rolling Stone Magazine June 2007 - August 2007
Citysearch August 2006 - November 2006
Office of United States Congressman Steve Rothman June 2004 - August 2004
Education
University of Southern California 2005 — 2009
Bachelor of Arts, Cum Laude, Print Journalism Major, Economics Minor
City University London 2008 — 2008
Economics, International Politics and Journalism
Anuradha Prabakar's Legg Mason Experience April 2007 - June 2008
Job Manager, Customer Operations at Cloudera
Industry Information Technology and Services
Experience
Cloudera February 2015 - Present
Pivotal November 2012 - January 2015
EMC April 2012 - April 2013
EMC May 2010 - April 2012
Greenplum June 2008 - May 2010
Legg Mason April 2007 - June 2008
TD Ameritrade October 2006 - April 2007
Skills
Agile Methodologies, SQL, Oracle, Databases, SDLC, Unix, Perl, Java, Data Warehousing, Linux, Testing, Solaris, Shell Scripting, Scrum, Python, Test Automation, PL/SQL, Test Planning, Software Quality...
Education
City University of New York 2004 — 2006
M.S in Computer Science, Computer Sciences, 3.8/4.0
Sathyabama Engineering College 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science, Madras University Rank Holder
Church Park 1998 — 2000
Higher Sec school, Computer Science, 97%
Cloudera February 2015 - Present
Pivotal November 2012 - January 2015
EMC April 2012 - April 2013
EMC May 2010 - April 2012
Greenplum June 2008 - May 2010
Legg Mason April 2007 - June 2008
TD Ameritrade October 2006 - April 2007
Skills
Agile Methodologies, SQL, Oracle, Databases, SDLC, Unix, Perl, Java, Data Warehousing, Linux, Testing, Solaris, Shell Scripting, Scrum, Python, Test Automation, PL/SQL, Test Planning, Software Quality...
Education
City University of New York 2004 — 2006
M.S in Computer Science, Computer Sciences, 3.8/4.0
Sathyabama Engineering College 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science, Madras University Rank Holder
Church Park 1998 — 2000
Higher Sec school, Computer Science, 97%
Tucker Brockhoff's Legg Mason Experience July 1995 - November 1996
Job Owner, Sea Bluff Capital, LLC
Industry Investment Management
Experience
Sea Bluff Capital, LLC May 2008 - Present
Piper Jaffray June 2005 - June 2007
Crosslink Capital May 2000 - August 2004
Robertson Stephens December 1996 - March 2000
Legg Mason July 1995 - November 1996
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Electronic Engineering
Sea Bluff Capital, LLC May 2008 - Present
Piper Jaffray June 2005 - June 2007
Crosslink Capital May 2000 - August 2004
Robertson Stephens December 1996 - March 2000
Legg Mason July 1995 - November 1996
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Electronic Engineering
Patrick Condello's Legg Mason Experience February 2006 - July 2006
Job Head of AIS/Hedge Fund Valuations at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
Chris Warrington's Legg Mason Experience July 2001 - November 2003
Job Financial Advisor at Campbell Consulting
Industry Financial Services
Experience
Raymond James Financial April 2005 - Present
Legg Mason July 2001 - November 2003
Education
Brown University 1997 — 2001
BA, Business Economics/ Organizational Behavior and Management
Raymond James Financial April 2005 - Present
Legg Mason July 2001 - November 2003
Education
Brown University 1997 — 2001
BA, Business Economics/ Organizational Behavior and Management
Vince Sellers's Legg Mason Experience 2006 - 2008
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Erin Brenner's Legg Mason Experience 2002 - 2006
Job Head of Intermediary Key Accounts at Schroder Investment Management
Industry Financial Services
Experience
Schroder Investment Management 2006 - Present
Legg Mason 2002 - 2006
Education
Colby College 1993 — 1997
BA, French & International Studies
Schroder Investment Management 2006 - Present
Legg Mason 2002 - 2006
Education
Colby College 1993 — 1997
BA, French & International Studies
Alfred W, CEH, ITILv3, Security+'s Legg Mason Experience 2004 - 2005
Job System Engineer at Computer Science Corporation
Industry Information Technology and Services
Experience
Computer Science Corporation October 2012 - Present
CyberCore Technologies May 2004 - September 2012
Univ. of MD, Shock Trauma 2005 - 2005
Legg Mason 2004 - 2005
Skills
Windows Services, Software Installation, Operations Management, Active Directory, Servers, Windows Server, VMware, Solaris, Technical Support, Network Security, Computer Security, CEH, Security, System Administration
Education
ITIL Foundation 2013 — 2013
ITILv3, Service Lifecycle
EC-Council 2012 — 2012
CEH, Ethical Hacking and Countermeasures
CompTIA 2011 — 2011
Security+, 2010
CompTia 2004 — 2004
A+, Computer Technology
California University of Pennsylvania 1983 — 1985
A.S., Computer Science
Computer Science Corporation October 2012 - Present
CyberCore Technologies May 2004 - September 2012
Univ. of MD, Shock Trauma 2005 - 2005
Legg Mason 2004 - 2005
Skills
Windows Services, Software Installation, Operations Management, Active Directory, Servers, Windows Server, VMware, Solaris, Technical Support, Network Security, Computer Security, CEH, Security, System Administration
Education
ITIL Foundation 2013 — 2013
ITILv3, Service Lifecycle
EC-Council 2012 — 2012
CEH, Ethical Hacking and Countermeasures
CompTIA 2011 — 2011
Security+, 2010
CompTia 2004 — 2004
A+, Computer Technology
California University of Pennsylvania 1983 — 1985
A.S., Computer Science
Jennifer Murphy's Legg Mason Experience November 1995 - October 1998
Job Chief Operating Officer at Western Asset Management
Industry Financial Services
Experience
Western Asset Management May 2015 - Present
Legg Mason, Inc. March 2013 - March 2015
Legg Mason Capital Management July 2009 - March 2013
Legg Mason Capital Management December 2007 - June 2009
Legg Mason Capital Management November 1998 - November 2007
Legg Mason November 1995 - October 1998
Corporate Decisions, Inc. July 1992 - September 1995
Legg Mason June 1986 - August 1990
Skills
Investments, Equities, Investment Management, Financial Services, Equity Research, Asset Managment, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brown University 1982 — 1986
AB, Economics
Western Asset Management May 2015 - Present
Legg Mason, Inc. March 2013 - March 2015
Legg Mason Capital Management July 2009 - March 2013
Legg Mason Capital Management December 2007 - June 2009
Legg Mason Capital Management November 1998 - November 2007
Legg Mason November 1995 - October 1998
Corporate Decisions, Inc. July 1992 - September 1995
Legg Mason June 1986 - August 1990
Skills
Investments, Equities, Investment Management, Financial Services, Equity Research, Asset Managment, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brown University 1982 — 1986
AB, Economics
Anthony Di Tomasso's Legg Mason Experience May 2007 - December 2008
Job Banking and Capital Markets Analyst at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers November 2010 - Present
Various Firms April 2009 - October 2010
Legg Mason May 2007 - December 2008
Guardian Life Insurance June 2001 - April 2007
Park Avenue Securities June 2001 - April 2004
Credit Suisse June 2000 - May 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Financial Services, Equities, Banking, Asset Management, Finance, Wealth Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Business, Finance
Central Connecticut State University 1986 — 1990
BS, Business Management
PricewaterhouseCoopers November 2010 - Present
Various Firms April 2009 - October 2010
Legg Mason May 2007 - December 2008
Guardian Life Insurance June 2001 - April 2007
Park Avenue Securities June 2001 - April 2004
Credit Suisse June 2000 - May 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Financial Services, Equities, Banking, Asset Management, Finance, Wealth Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Business, Finance
Central Connecticut State University 1986 — 1990
BS, Business Management
Alan R. Olson's Legg Mason Experience May 2000 - June 2003
Job President, Financial Planner at Olsinvest Financial
Industry Investment Management
Experience
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Andrew Purdy's Legg Mason Experience June 2005 - June 2012
Job Asset Allocation, Portfolio Management Operations and Trading
Industry Investment Management
Experience
Estabrook Capital Management LLC July 2013 - Present
Legg Mason June 2005 - June 2012
Skills
Equities, Asset Managment, Real Estate, Market Data, Corporate Actions, Alternative Investments, Fixed Income, Asset Management
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Estabrook Capital Management LLC July 2013 - Present
Legg Mason June 2005 - June 2012
Skills
Equities, Asset Managment, Real Estate, Market Data, Corporate Actions, Alternative Investments, Fixed Income, Asset Management
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Bounmany Outama's Legg Mason Experience June 2005 - Present
Job Financial Performance Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2005 - Present
EAI June 2003 - June 2005
Skills
Equities, Fixed Income, Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Hedge Funds, Capital Markets, Financial Analysis, Alternative Investments
Education
Central Connecticut State University 2000 — 2002
Bachelor's degree, Finance, General
Briarwood College 1998 — 2000
Associate's degree, Business Administration and Management, General
Legg Mason June 2005 - Present
EAI June 2003 - June 2005
Skills
Equities, Fixed Income, Investments, Bloomberg, Asset Management, Mutual Funds, Valuation, Hedge Funds, Capital Markets, Financial Analysis, Alternative Investments
Education
Central Connecticut State University 2000 — 2002
Bachelor's degree, Finance, General
Briarwood College 1998 — 2000
Associate's degree, Business Administration and Management, General
Erin Brenner's Legg Mason Experience May 2005 - June 2006
Job Financial Services, Asset Management
Industry Financial Services
Experience
Schroders June 2006 - February 2014
Legg Mason May 2005 - June 2006
Citigroup Asset Management March 2004 - May 2005
Inviva/Jefferson National June 2000 - May 2004
Medimetrix Consulting September 1997 - May 2000
Skills
Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Investments, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Management, Financial Services
Education
Colby College 1993 — 1997
Bachelor’s Degree, International Studies, French
Schroders June 2006 - February 2014
Legg Mason May 2005 - June 2006
Citigroup Asset Management March 2004 - May 2005
Inviva/Jefferson National June 2000 - May 2004
Medimetrix Consulting September 1997 - May 2000
Skills
Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Investments, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Management, Financial Services
Education
Colby College 1993 — 1997
Bachelor’s Degree, International Studies, French
Paul Buzzallino's Legg Mason Experience December 2005 - May 2015
Job Regional Director at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management June 2015 - Present
Legg Mason December 2005 - May 2015
Citigroup Asset Management January 2003 - December 2005
Hold Brothers Investment Services LLC June 2000 - October 2002
AIG SunAmerica January 1998 - June 2000
ING September 1996 - December 1998
Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Fixed Income, Retirement Planning, Alternative Investments, Securities
Education
Bryant University 1992 — 1996
BS, Business Administation
BMO Global Asset Management June 2015 - Present
Legg Mason December 2005 - May 2015
Citigroup Asset Management January 2003 - December 2005
Hold Brothers Investment Services LLC June 2000 - October 2002
AIG SunAmerica January 1998 - June 2000
ING September 1996 - December 1998
Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Fixed Income, Retirement Planning, Alternative Investments, Securities
Education
Bryant University 1992 — 1996
BS, Business Administation
Curtis Kim's Legg Mason Experience December 2008 - July 2013
Job Investment Analyst at SGF Capital Management
Industry Financial Services
Experience
SGF Capital Management July 2015 - Present
BNP Paribas June 2014 - August 2014
Legg Mason December 2008 - July 2013
FactSet Research Systems December 2005 - December 2008
Skills
Equities, Portfolio Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Capital Markets, Corporate Finance, Hedge Funds
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Colgate University
BA, Political Science
SGF Capital Management July 2015 - Present
BNP Paribas June 2014 - August 2014
Legg Mason December 2008 - July 2013
FactSet Research Systems December 2005 - December 2008
Skills
Equities, Portfolio Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Capital Markets, Corporate Finance, Hedge Funds
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Colgate University
BA, Political Science
Deborah L. Jenkins, MBA's Legg Mason Experience August 2000 - April 2006
Job Over Ten Years of Professional Experience
Industry Financial Services
Experience
Global Premier Benefits 2011 - Present
H&R Block January 2010 - Present
Ameriprise Financial Services, Inc. April 2010 - April 2010
A.G. Edwards/ Wachovia Securities May 2006 - November 2008
Legg Mason August 2000 - April 2006
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
M.B.A, Finance
Chatham University 1972 — 1976
B.A, Business
Global Premier Benefits 2011 - Present
H&R Block January 2010 - Present
Ameriprise Financial Services, Inc. April 2010 - April 2010
A.G. Edwards/ Wachovia Securities May 2006 - November 2008
Legg Mason August 2000 - April 2006
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
M.B.A, Finance
Chatham University 1972 — 1976
B.A, Business
Delia Devito's Legg Mason Experience May 1997 - June 2007
Job Domestic Engineer at The DeVito Family
Industry Individual & Family Services
Experience
The DeVito Family June 2007 - Present
Legg Mason May 1997 - June 2007
Pioneer Funds Distributor 1987 - 1997
Skills
Strategic Planning, Asset Management, Leadership, Microsoft Office, Series 7, Microsoft Word, Equities, Customer Service, Finance, Investments, Microsoft Excel, Event Planning, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
MBA
University of Massachusetts Boston 1983 — 1987
B.S.
The DeVito Family June 2007 - Present
Legg Mason May 1997 - June 2007
Pioneer Funds Distributor 1987 - 1997
Skills
Strategic Planning, Asset Management, Leadership, Microsoft Office, Series 7, Microsoft Word, Equities, Customer Service, Finance, Investments, Microsoft Excel, Event Planning, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
MBA
University of Massachusetts Boston 1983 — 1987
B.S.
Dionne Spencer's Legg Mason Experience May 2014 - Present
Job Head of Corporate Reporting and Analysis at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
Legg Mason October 2006 - May 2011
Deutsche Asset Management August 1999 - October 2006
Skills
Mutual Funds, FINRA, Equities, Fund Administration, Fund Accounting, Bloomberg, Securities, Fund Of Funds, Asset Managment, Bonds, Financial Analysis, SEC filings, Financial Reporting, 529 Plans, Finance
Education
University of Maryland University College 2010 — 2013
MBA
Bowie State University 1994 — 1998
BS, Accounting
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
Legg Mason October 2006 - May 2011
Deutsche Asset Management August 1999 - October 2006
Skills
Mutual Funds, FINRA, Equities, Fund Administration, Fund Accounting, Bloomberg, Securities, Fund Of Funds, Asset Managment, Bonds, Financial Analysis, SEC filings, Financial Reporting, 529 Plans, Finance
Education
University of Maryland University College 2010 — 2013
MBA
Bowie State University 1994 — 1998
BS, Accounting
Jay Gerken's Legg Mason Experience 2005 - 2013
Job Independent Board Member
Industry Financial Services
Experience
Associated Banc-Corp October 2014 - Present
Sanford C. Bernstein Fund, Inc. July 2013 - Present
Legg Mason 2005 - 2013
Citigroup Asset Management 2001 - 2005
Smith Barney Asset Management 1993 - 2001
Shearson, Lehman, Hutton Inc. 1988 - 1993
Education
Harvard Business School Executive Education
Making Corporate Boards More Effective
Chartered Financial Analyst
CFA
Harvard Business School 1978 — 1979
MBA
Brown University 1969 — 1973
BA, History
Associated Banc-Corp October 2014 - Present
Sanford C. Bernstein Fund, Inc. July 2013 - Present
Legg Mason 2005 - 2013
Citigroup Asset Management 2001 - 2005
Smith Barney Asset Management 1993 - 2001
Shearson, Lehman, Hutton Inc. 1988 - 1993
Education
Harvard Business School Executive Education
Making Corporate Boards More Effective
Chartered Financial Analyst
CFA
Harvard Business School 1978 — 1979
MBA
Brown University 1969 — 1973
BA, History
Sara Bridges, CPhT's Legg Mason Experience November 1999 - May 2001
Job Public Health, Programs and Services
Industry Hospital & Health Care
Experience
Orlando VA Medical Center May 2015 - Present
Orlando VA Medical Center August 2014 - May 2015
Orlando VA Medical Center December 2013 - August 2014
Hannover Life Reassurance Company of America March 2011 - November 2013
3/347th BN 158th INF BDE August 2005 - November 2011
Tews Company November 2008 - January 2011
American International Group May 2001 - April 2008
Legg Mason November 1999 - May 2001
U.S. Army December 1992 - April 2000
Skills
Training, Insurance, Microsoft Excel, Customer Service, Human Resources, Management, Microsoft Office, PowerPoint, Data Entry, Team Management, Microsoft Word, Access, Collaboration, medical terminoloy, Health Care Regulation, Health Insurance, Office Administration, health care..., Team Mentoring, Cpr Certified, Emergency Planning, Public Health, Patient Safety, Privacy Act, Quality Patient Care, Time Management, Process Improvement, Analysis, Project Management, Licensed Life & Health..., Underwriting, Health Care Compliance, Facility Master Planning, Coaching, Healthcare Management, Leading Development..., Multi-Cultural Team..., Virtual Teams, Environmental Impact..., Pharmacy Technicians, Healthcare Information..., Information Security, Records Management
Education
Capella University 2015 — 2017
Master's Degree, Public Health
University of Phoenix 2011 — 2013
Bachelor of Science, Health Administration/Health Management, 3.97
Seminole Community College 2001 — 2004
AA, Pre-Pharmacy
Orlando VA Medical Center May 2015 - Present
Orlando VA Medical Center August 2014 - May 2015
Orlando VA Medical Center December 2013 - August 2014
Hannover Life Reassurance Company of America March 2011 - November 2013
3/347th BN 158th INF BDE August 2005 - November 2011
Tews Company November 2008 - January 2011
American International Group May 2001 - April 2008
Legg Mason November 1999 - May 2001
U.S. Army December 1992 - April 2000
Skills
Training, Insurance, Microsoft Excel, Customer Service, Human Resources, Management, Microsoft Office, PowerPoint, Data Entry, Team Management, Microsoft Word, Access, Collaboration, medical terminoloy, Health Care Regulation, Health Insurance, Office Administration, health care..., Team Mentoring, Cpr Certified, Emergency Planning, Public Health, Patient Safety, Privacy Act, Quality Patient Care, Time Management, Process Improvement, Analysis, Project Management, Licensed Life & Health..., Underwriting, Health Care Compliance, Facility Master Planning, Coaching, Healthcare Management, Leading Development..., Multi-Cultural Team..., Virtual Teams, Environmental Impact..., Pharmacy Technicians, Healthcare Information..., Information Security, Records Management
Education
Capella University 2015 — 2017
Master's Degree, Public Health
University of Phoenix 2011 — 2013
Bachelor of Science, Health Administration/Health Management, 3.97
Seminole Community College 2001 — 2004
AA, Pre-Pharmacy
Holly Crockett's Legg Mason Experience April 1995 - December 2005
Job Assistant Branch Manager at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Nadine Bachman's Legg Mason Experience September 1997 - March 2004
Job Administrative Assistant/Hiring Manager at Kroger
Industry Retail
Experience
Kroger July 2010 - Present
Atlantic Constructors, Inc. 2006 - 2008
Legg Mason September 1997 - March 2004
Education
Carroll Community College 1993 — 1994
Computer Programs
Franklin Senior HIgh School 1977 — 1980
High School, Business, Secretarial
Kroger July 2010 - Present
Atlantic Constructors, Inc. 2006 - 2008
Legg Mason September 1997 - March 2004
Education
Carroll Community College 1993 — 1994
Computer Programs
Franklin Senior HIgh School 1977 — 1980
High School, Business, Secretarial
Robert Ratti, CFP®'s Legg Mason Experience June 1987 - February 1989
Job Certified Financial Planning™ Professional at Financial Insights, Inc
Industry Financial Services
Experience
Financial Insights, Inc February 1989 - Present
Financial Industry Regulatory Authority - FINRA April 1996 - Present
Legg Mason June 1987 - February 1989
Philips Appel & Walden February 1980 - June 1987
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Securities, Investment Advisory, Asset Management, Retirement, Portfolio Management, Estate Planning, Series 63, Management, Strategic Financial..., Financial Advisory, Series 7, Fixed Annuities, Insurance, Life Insurance, FINRA
Education
Lebanon Valley College 1971 — 1973
BS, Psychology/Business
Bucks County Community College 1969 — 1971
Associate B.S, Business
Financial Insights, Inc February 1989 - Present
Financial Industry Regulatory Authority - FINRA April 1996 - Present
Legg Mason June 1987 - February 1989
Philips Appel & Walden February 1980 - June 1987
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Securities, Investment Advisory, Asset Management, Retirement, Portfolio Management, Estate Planning, Series 63, Management, Strategic Financial..., Financial Advisory, Series 7, Fixed Annuities, Insurance, Life Insurance, FINRA
Education
Lebanon Valley College 1971 — 1973
BS, Psychology/Business
Bucks County Community College 1969 — 1971
Associate B.S, Business
Lisa Bill's Legg Mason Experience April 1998 - October 2003
Job Manager of Social Media for Pelican Holdings Group, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Pelican Holdings Group, Inc. June 2015 - Present
Pelican Wire Company, Inc. June 2010 - Present
Home Depot Expo Design Center July 2008 - April 2009
Lady of America January 2006 - July 2008
Legg Mason April 1998 - October 2003
Skills
Customer Service, Sales, Management, Outlook, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Wellness, Research, Inside Sales
Education
Colby Sawyer College 1992 — 1996
BA, Biology
American School of the Hague 1989 — 1992
Pelican Holdings Group, Inc. June 2015 - Present
Pelican Wire Company, Inc. June 2010 - Present
Home Depot Expo Design Center July 2008 - April 2009
Lady of America January 2006 - July 2008
Legg Mason April 1998 - October 2003
Skills
Customer Service, Sales, Management, Outlook, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Wellness, Research, Inside Sales
Education
Colby Sawyer College 1992 — 1996
BA, Biology
American School of the Hague 1989 — 1992
Will D'Agostino's Legg Mason Experience June 2011 - August 2011
Job Product Developer at FactSet
Industry Computer Software
Experience
FactSet January 2014 - Present
Eaton Vance June 2012 - November 2013
Legg Mason June 2011 - August 2011
Legg Mason June 2010 - August 2010
Skills
Financial Analysis, Competitive Analysis, Series 7, Mutual Funds, Fixed Income, Microsoft Excel, Equities, Asset Management, PowerPoint, Investments, Series 66, CFA Candidate, Passed...
Education
Bucknell University 2008 — 2012
BS, Economics and Mathematics
FactSet January 2014 - Present
Eaton Vance June 2012 - November 2013
Legg Mason June 2011 - August 2011
Legg Mason June 2010 - August 2010
Skills
Financial Analysis, Competitive Analysis, Series 7, Mutual Funds, Fixed Income, Microsoft Excel, Equities, Asset Management, PowerPoint, Investments, Series 66, CFA Candidate, Passed...
Education
Bucknell University 2008 — 2012
BS, Economics and Mathematics
Frances Guggino's Legg Mason Experience January 2006 - June 2010
Job Garden Leaders Corp
Industry Accounting
Experience
Garden Leaders Corp January 2013 - Present
CFO Consulting September 2010 - January 2013
Legg Mason January 2006 - June 2010
Citigroup February 1992 - January 2006
J & W Seligman August 1984 - February 1992
Skills
Mutual Funds, Mergers, Fund Administration, Equities, Securities, Asset Managment, Alternative Investments, Hedge Funds, Investments, Capital Markets, Private Equity, Investment Banking, Valuation, Financial Services, Derivatives, Fund Of Funds, Investment Management, Auditing, Financial Markets, Internal Controls, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Fund Accounting, Bloomberg, Funding
Education
City University of New York-Brooklyn College 1977 — 1981
BS, Economics
Garden Leaders Corp January 2013 - Present
CFO Consulting September 2010 - January 2013
Legg Mason January 2006 - June 2010
Citigroup February 1992 - January 2006
J & W Seligman August 1984 - February 1992
Skills
Mutual Funds, Mergers, Fund Administration, Equities, Securities, Asset Managment, Alternative Investments, Hedge Funds, Investments, Capital Markets, Private Equity, Investment Banking, Valuation, Financial Services, Derivatives, Fund Of Funds, Investment Management, Auditing, Financial Markets, Internal Controls, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Fund Accounting, Bloomberg, Funding
Education
City University of New York-Brooklyn College 1977 — 1981
BS, Economics
Paul Espinosa's Legg Mason Experience January 2006 - July 2012
Job Senior Analyst at Seafarer Capital Partners
Industry Financial Services
Experience
Seafarer Capital Partners May 2014 - Present
Legg Mason January 2006 - July 2012
Citigroup Asset Management April 1999 - December 2005
J.P. Morgan Investment Management September 1997 - March 1999
Salomon Brothers July 1996 - July 1997
Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments
Education
Brown University
B.A., Economics
Seafarer Capital Partners May 2014 - Present
Legg Mason January 2006 - July 2012
Citigroup Asset Management April 1999 - December 2005
J.P. Morgan Investment Management September 1997 - March 1999
Salomon Brothers July 1996 - July 1997
Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments
Education
Brown University
B.A., Economics
Steven Guerrera's Legg Mason Experience December 2007 - August 2009
Job Global FP&A Manager at Covidien
Industry Medical Devices
Experience
Geller & Company March 2014 - Present
Covidien September 2012 - December 2013
Covidien August 2009 - September 2012
Legg Mason December 2007 - August 2009
Terex Corporation July 2006 - December 2007
Skills
Building Business..., Business Strategy, Staff Management, Liquidity Analysis, Strategic Planning, NPV, Benchmarking, Financial Modeling, Revenue Forecasting, Working Capital Control, Cash Flow Forecasting, Hyperion Planning, SharePoint, PowerPoint, Data Analysis, Database Design, Lean Operations, Six Sigma, Managerial Finance, Project Management, Risk Management, Cash Management, Treasury, Accruals, Financial Analysis, Business Analysis, Counterparty Risk, FX Hedging, Corporate FP&A, Financial Forecasting, JBA, JD Edwards, Sungard GMI, SAP, Microsoft Excel, Hyperion Reports, Access, Microsoft Word, PeopleSoft, Essbase, Analysis, Variance Analysis
Education
Northeastern University 2014 — 2016
Master of Science (MS), Finance, General
Castleton State College 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Geller & Company March 2014 - Present
Covidien September 2012 - December 2013
Covidien August 2009 - September 2012
Legg Mason December 2007 - August 2009
Terex Corporation July 2006 - December 2007
Skills
Building Business..., Business Strategy, Staff Management, Liquidity Analysis, Strategic Planning, NPV, Benchmarking, Financial Modeling, Revenue Forecasting, Working Capital Control, Cash Flow Forecasting, Hyperion Planning, SharePoint, PowerPoint, Data Analysis, Database Design, Lean Operations, Six Sigma, Managerial Finance, Project Management, Risk Management, Cash Management, Treasury, Accruals, Financial Analysis, Business Analysis, Counterparty Risk, FX Hedging, Corporate FP&A, Financial Forecasting, JBA, JD Edwards, Sungard GMI, SAP, Microsoft Excel, Hyperion Reports, Access, Microsoft Word, PeopleSoft, Essbase, Analysis, Variance Analysis
Education
Northeastern University 2014 — 2016
Master of Science (MS), Finance, General
Castleton State College 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Leah Lyden's Legg Mason Experience April 2012 - January 2015
Job Marketing Associate at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2015 - Present
Legg Mason April 2012 - January 2015
Glencore November 2011 - December 2011
Maclaren June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Due Diligence, Microsoft Word, Outlook, Customer Service, InDesign, SharePoint, Series 7, Writing, Research, Editing
Education
Colgate University 2007 — 2011
Bachelor of Arts
Darien High School 2003 — 2007
Epoch Investment Partners, Inc. February 2015 - Present
Legg Mason April 2012 - January 2015
Glencore November 2011 - December 2011
Maclaren June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Due Diligence, Microsoft Word, Outlook, Customer Service, InDesign, SharePoint, Series 7, Writing, Research, Editing
Education
Colgate University 2007 — 2011
Bachelor of Arts
Darien High School 2003 — 2007
Melinda Swanson's Legg Mason Experience December 1999 - July 2011
Job Vice President, Cash & Middle Office Solutions at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2011 - Present
Legg Mason December 1999 - July 2011
First Virginia Bank 1990 - 1999
Skills
SDLC, CRM, Business Process, Cross-functional Team..., Business Analysis, Project Management, Information Technology, PMP, Management, Leadership
Education
Bowie State University 2000 — 2007
Bachelors of Science, Business Administration
T. Rowe Price July 2011 - Present
Legg Mason December 1999 - July 2011
First Virginia Bank 1990 - 1999
Skills
SDLC, CRM, Business Process, Cross-functional Team..., Business Analysis, Project Management, Information Technology, PMP, Management, Leadership
Education
Bowie State University 2000 — 2007
Bachelors of Science, Business Administration
Mark Nigro, CFA's Legg Mason Experience January 2011 - Present
Job AVP, Consulant Relations & Client Service at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2011 - Present
Western Asset Management June 2008 - January 2011
Wilshire Associates November 2004 - May 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg, Finance, Series 63, Analytics, Series 7, Hedge Funds, Securities, Investment Management, Alternative Investments
Education
Canisius College
B.S., Finance
Legg Mason January 2011 - Present
Western Asset Management June 2008 - January 2011
Wilshire Associates November 2004 - May 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg, Finance, Series 63, Analytics, Series 7, Hedge Funds, Securities, Investment Management, Alternative Investments
Education
Canisius College
B.S., Finance
Jesse Henighan's Legg Mason Experience May 2006 - January 2011
Job Sales Consultant at Sears Home Improvement Co.
Industry Consumer Services
Experience
Sears Home Improvement Co. July 2012 - Present
Nationwide Auto Group March 2012 - July 2012
Legg Mason May 2006 - January 2011
Legg Mason& Co. LLC2006 May 2006 - January 2011
Aon Risk Services March 2003 - April 2006
Aon Risk Service2004-2006 March 2003 - April 2006
Deutsche Bank Alex Brown Inc February 1999 - February 2003
USF&G Co 1996 - 1999
Skills
Excel, PeopleSoft, Reporting & Analysis, Financial Reporting, Analysis, Documentation, Expenses, Administration
Education
New York Stock Exchange 2001 — 2001
Brokerage Certificate, Brokerage Certificate
Northwestern High School 1973 — 1976
High School Diploma, Business
Catonsville Community College
Business Administration
Sears Home Improvement Co. July 2012 - Present
Nationwide Auto Group March 2012 - July 2012
Legg Mason May 2006 - January 2011
Legg Mason& Co. LLC2006 May 2006 - January 2011
Aon Risk Services March 2003 - April 2006
Aon Risk Service2004-2006 March 2003 - April 2006
Deutsche Bank Alex Brown Inc February 1999 - February 2003
USF&G Co 1996 - 1999
Skills
Excel, PeopleSoft, Reporting & Analysis, Financial Reporting, Analysis, Documentation, Expenses, Administration
Education
New York Stock Exchange 2001 — 2001
Brokerage Certificate, Brokerage Certificate
Northwestern High School 1973 — 1976
High School Diploma, Business
Catonsville Community College
Business Administration
Bob Johanson CFP, CIMA, CIMC's Legg Mason Experience 2005 - 2007
Job Director, Portfolio Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments 2007 - Present
Legg Mason 2005 - 2007
Morgan Stanley Smith Barney 1995 - 2005
Citigroup Asset Management 1994 - 2005
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...
Education
College for Financial Planning 1995 — 1996
CFP Accreditation, Financial Planning and Services
University of Washington 1973 — 1978
BA, English, Writing & Literature
ClearBridge Investments 2007 - Present
Legg Mason 2005 - 2007
Morgan Stanley Smith Barney 1995 - 2005
Citigroup Asset Management 1994 - 2005
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...
Education
College for Financial Planning 1995 — 1996
CFP Accreditation, Financial Planning and Services
University of Washington 1973 — 1978
BA, English, Writing & Literature
Eric Henkels's Legg Mason Experience July 2002 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
Nomura Asset Management October 2011 - Present
Legg Mason July 2002 - August 2011
The Hartford April 1999 - July 2002
Skills
Series 7, Separately Managed..., Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Equities, Asset Allocation, Asset Management, Portfolio Management, Bonds, Series 63, Investment Management, Investment Strategies, Securities
Education
California State University-Northridge 1991 — 1993
Nomura Asset Management October 2011 - Present
Legg Mason July 2002 - August 2011
The Hartford April 1999 - July 2002
Skills
Series 7, Separately Managed..., Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Equities, Asset Allocation, Asset Management, Portfolio Management, Bonds, Series 63, Investment Management, Investment Strategies, Securities
Education
California State University-Northridge 1991 — 1993
Sherrice Flowers's Legg Mason Experience December 1997 - November 1999
Job Secretarial Supervisor at Sidley Austin
Industry Law Practice
Experience
Sidley Austin November 1999 - Present
Legg Mason December 1997 - November 1999
Renaissance Harborplace Hotel February 1996 - December 1997
Skills
Type at 80 - 75 wpm, Shorthand at 90 - 100..., Microsoft Office
Education
Catonsville Community College 1983 — 1986
AA, Legal Secretarial Studies
Woodlawn Senior High 1980 — 1982
Sidley Austin November 1999 - Present
Legg Mason December 1997 - November 1999
Renaissance Harborplace Hotel February 1996 - December 1997
Skills
Type at 80 - 75 wpm, Shorthand at 90 - 100..., Microsoft Office
Education
Catonsville Community College 1983 — 1986
AA, Legal Secretarial Studies
Woodlawn Senior High 1980 — 1982
Eugene Melnitchenko's Legg Mason Experience 1990 - 1995
Job Retired
Industry Financial Services
Experience
Sutro & Co. 1998 - 2000
Principal Financial Group 1996 - 1998
Legg Mason 1990 - 1995
United States Trust Co. of New York 1961 - 1979
Skills
Microsoft Office, Customer Service, Process Improvement, Risk Management, Change Management, Project Management, Credit, Negotiation, Insurance, Outlook, Investments, Loans, Management, Mortgage Lending, Team Leadership, Analysis, Portfolio Management, Project Planning, Operations Management, Business Strategy, Leadership, Data Analysis
Education
City University of New York City College
Bachelor of Arts (B.A.), Philosophy
New York University
Master of Arts (M.A.), Philosophy
New York University, Stern School of Business
Master of Business Administration (MBA)
Sutro & Co. 1998 - 2000
Principal Financial Group 1996 - 1998
Legg Mason 1990 - 1995
United States Trust Co. of New York 1961 - 1979
Skills
Microsoft Office, Customer Service, Process Improvement, Risk Management, Change Management, Project Management, Credit, Negotiation, Insurance, Outlook, Investments, Loans, Management, Mortgage Lending, Team Leadership, Analysis, Portfolio Management, Project Planning, Operations Management, Business Strategy, Leadership, Data Analysis
Education
City University of New York City College
Bachelor of Arts (B.A.), Philosophy
New York University
Master of Arts (M.A.), Philosophy
New York University, Stern School of Business
Master of Business Administration (MBA)
Patricia Riddle's Legg Mason Experience April 2004 - May 2006
Job Compliance Officer
Industry Financial Services
Experience
Jennison Associates 2006 - 2008
Legg Mason April 2004 - May 2006
Bank of America March 2003 - March 2004
Citi February 1999 - February 2003
Citi March 1998 - March 1999
Citi May 1996 - February 1998
Neuberger Berman January 1995 - May 1996
Hunter College January 1993 - May 1994
Skills
NRS Investment Adviser..., Mutual Funds, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Charles River IMS, COMET Compliance...
Education
Saint John's University 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Hunter College 1989 — 1994
Bachelor of Science (BS), Accounting
Jennison Associates 2006 - 2008
Legg Mason April 2004 - May 2006
Bank of America March 2003 - March 2004
Citi February 1999 - February 2003
Citi March 1998 - March 1999
Citi May 1996 - February 1998
Neuberger Berman January 1995 - May 1996
Hunter College January 1993 - May 1994
Skills
NRS Investment Adviser..., Mutual Funds, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Charles River IMS, COMET Compliance...
Education
Saint John's University 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Hunter College 1989 — 1994
Bachelor of Science (BS), Accounting
Sa Nguyen's Legg Mason Experience January 1998 - October 2003
Job
Industry
Experience
Buckhead/ MF Sushibar/ Nam Restaurant October 2003 - February 2012
Legg Mason January 1998 - October 2003
Legg Mason November 1995 - January 1998
Education
George Mason University 2002 — 2003
Master, Business Administration
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Arts (BA), Finance and Marketing
Buckhead/ MF Sushibar/ Nam Restaurant October 2003 - February 2012
Legg Mason January 1998 - October 2003
Legg Mason November 1995 - January 1998
Education
George Mason University 2002 — 2003
Master, Business Administration
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Arts (BA), Finance and Marketing
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments