Legg Mason
Industry: Investment management company
DescriptionLegg Mason is an American investment management firm with a focus on asset management and serves customers worldwide. Legg Mason offers products in equities and fixed income, as well as domestic and international liquidity management and alternative investments. Assets under management: 747.2 billion USD (as of 31 May 2018) Headquarters: Baltimore, Maryland, United States CEO: Joseph A Sullivan (13 Feb 2013–) Subsidiaries: Western Asset Management Company,
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Legg Mason Employees
Employee
Years
Job
Industry
Josie Amendola Josie Amendola's Legg Mason Experience October 2011 - September 2013
Job DCIO Sales Consultant at Calvert Investments
Industry Financial Services
Experience
Calvert Investments July 2014 - Present
Calvert Investments September 2013 - July 2014
Legg Mason October 2011 - September 2013
CT-4 Congressional Campaign March 2010 - November 2010
Education
Fairfield University 2007 — 2011
BA, Economics
Calvert Investments July 2014 - Present
Calvert Investments September 2013 - July 2014
Legg Mason October 2011 - September 2013
CT-4 Congressional Campaign March 2010 - November 2010
Education
Fairfield University 2007 — 2011
BA, Economics
Dan Cochran Dan Cochran's Legg Mason Experience 1994 - 1997
Job 30 years of proven results Business Processes, Marketing & Information Technology professional at The WASAHAD Group
Industry Information Technology and Services
Experience
The WASAHAD Group April 2013 - Present
WASAHAD Capital September 2013 - Present
Exit Preferred Realty 2015 - 2015
HubSpot Partner 2013 - 2014
Retail Partners, Inc 2002 - 2010
DJC Consulting - Telecommunications Unlimited ... 1990 - 2010
Docutech 2003 - 2006
GE Capital IT Solutions 1997 - 2000
Legg Mason 1994 - 1997
T. Rowe Price 1992 - 1994
Skills
Telecommunications, Mobile Devices, Management, IT Service Management, Information Technology, New Business Development, Social Media Marketing, Online Marketing, SDLC, Business Process, Network Architecture, Business Strategy, Network Security, Cloud Applications, Google Apps, Microsoft Technologies, Banking, Real Estate, Real Estate Transactions, Call Centers, Google Adwords, Google Analytics, Joint Ventures, Private Equity, Enterprise Architecture, Telephony, Wireless Networking, Commercial Real Estate, Negotiation, Internet Security, Video Conferencing, Google Docs, Salesforce.com..., Real Estate Financing, Capital Raising, Investment Banking, Risk Assessment, Syndications, REO, Capital Formation, Cyber-security, Salesforce.com..., Arbitrage, Bulk REO, Debtor In Possession..., Bankruptcy, Self Directed IRA, VMware, Facebook Marketing, HubSpot
Education
Fayetteville Technical Community College 1985 — 1987
Patapsco 1980 — 1983
The WASAHAD Group April 2013 - Present
WASAHAD Capital September 2013 - Present
Exit Preferred Realty 2015 - 2015
HubSpot Partner 2013 - 2014
Retail Partners, Inc 2002 - 2010
DJC Consulting - Telecommunications Unlimited ... 1990 - 2010
Docutech 2003 - 2006
GE Capital IT Solutions 1997 - 2000
Legg Mason 1994 - 1997
T. Rowe Price 1992 - 1994
Skills
Telecommunications, Mobile Devices, Management, IT Service Management, Information Technology, New Business Development, Social Media Marketing, Online Marketing, SDLC, Business Process, Network Architecture, Business Strategy, Network Security, Cloud Applications, Google Apps, Microsoft Technologies, Banking, Real Estate, Real Estate Transactions, Call Centers, Google Adwords, Google Analytics, Joint Ventures, Private Equity, Enterprise Architecture, Telephony, Wireless Networking, Commercial Real Estate, Negotiation, Internet Security, Video Conferencing, Google Docs, Salesforce.com..., Real Estate Financing, Capital Raising, Investment Banking, Risk Assessment, Syndications, REO, Capital Formation, Cyber-security, Salesforce.com..., Arbitrage, Bulk REO, Debtor In Possession..., Bankruptcy, Self Directed IRA, VMware, Facebook Marketing, HubSpot
Education
Fayetteville Technical Community College 1985 — 1987
Patapsco 1980 — 1983
Greg Marlowe Greg Marlowe's Legg Mason Experience January 2004 - Present
Job Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2004 - Present
Waddell and Reed September 2001 - December 2004
Skills
Life and Insurance...
Education
Fairfield University
Bachelor of Science (B.S.), Business Administration
Legg Mason January 2004 - Present
Waddell and Reed September 2001 - December 2004
Skills
Life and Insurance...
Education
Fairfield University
Bachelor of Science (B.S.), Business Administration
Eric Neisner Eric Neisner's Legg Mason Experience December 2005 - Present
Job Director, International Business Development at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2005 - Present
Citi January 2004 - December 2005
JP Morgan 1998 - 2003
Skills
Fixed Income, Private Banking, Relationship Management, Series 7, Series 24, Asset Managment, Investment Management, International Sales, Team Leadership, Technical Analysis, Investments, Asset Allocation, Strategic Partnerships, Business Development, Asset Management
Education
Emory University - Goizueta Business School 1993 — 1997
BBA, Finance
Legg Mason December 2005 - Present
Citi January 2004 - December 2005
JP Morgan 1998 - 2003
Skills
Fixed Income, Private Banking, Relationship Management, Series 7, Series 24, Asset Managment, Investment Management, International Sales, Team Leadership, Technical Analysis, Investments, Asset Allocation, Strategic Partnerships, Business Development, Asset Management
Education
Emory University - Goizueta Business School 1993 — 1997
BBA, Finance
Rob LeFever Rob LeFever's Legg Mason Experience November 1998 - January 2003
Job Managing Director at Worldwide Capital Markets LLC (a division of The National Holding Company)
Industry International Trade and Development
Experience
Worldwide Capital Markets LLC (A Division of The National Holding Company) March 2012 - Present
HELIX-START JV July 2011 - Present
HELIX Global, Inc. March 2011 - Present
LEFEVER CONSULTING LLC (dba LEFEVER CONSULTING & Marketing Group) February 2002 - Present
LVI Environmental Services, Inc. May 2009 - January 2011
SEKTECH CORP., Inc. May 2008 - May 2009
Homeland Security Construction Corp. July 2007 - May 2009
Centimark February 2006 - June 2007
S. Powell Construction/N-Powell Construction/Braun Enterprise August 2004 - February 2006
Legg Mason November 1998 - January 2003
Skills
Real Estate Development, Real Estate Financing, International Relations, International Trade, International..., Marketing Strategy, Designs, New Business Development, Organizational..., Leveraged Finance, Personal Finance, Contract Negotiation, Contract Management, Government Contracting, Government Procurement, Government Proposals, Proposal Writing, Proposal Generation, Federal Proposals, Business Planning, Project Planning, Business Strategy, Strategic Planning, Marketing Management, Construction Management, Constructability, Construction Drawings, Investment Properties, Structured Finance, Sales Management, Sales Presentations, Technical Presentations, Technical Writing, Oral & Written..., Project Management, Program Management, Management Consulting, Weapons Training, Weapons & Tactics..., Construction, Business Development, Start-ups, Strategy, Executive Management, Finance, Team Building, Negotiation, Consulting, Investments, Training
Education
Franciscan University of Steubenville 1989 — 1993
Bachelor of Science
Jefferson Community College 1990 — 1991
architectural studies
University of Pittsburgh 1988 — 1989
Worldwide Capital Markets LLC (A Division of The National Holding Company) March 2012 - Present
HELIX-START JV July 2011 - Present
HELIX Global, Inc. March 2011 - Present
LEFEVER CONSULTING LLC (dba LEFEVER CONSULTING & Marketing Group) February 2002 - Present
LVI Environmental Services, Inc. May 2009 - January 2011
SEKTECH CORP., Inc. May 2008 - May 2009
Homeland Security Construction Corp. July 2007 - May 2009
Centimark February 2006 - June 2007
S. Powell Construction/N-Powell Construction/Braun Enterprise August 2004 - February 2006
Legg Mason November 1998 - January 2003
Skills
Real Estate Development, Real Estate Financing, International Relations, International Trade, International..., Marketing Strategy, Designs, New Business Development, Organizational..., Leveraged Finance, Personal Finance, Contract Negotiation, Contract Management, Government Contracting, Government Procurement, Government Proposals, Proposal Writing, Proposal Generation, Federal Proposals, Business Planning, Project Planning, Business Strategy, Strategic Planning, Marketing Management, Construction Management, Constructability, Construction Drawings, Investment Properties, Structured Finance, Sales Management, Sales Presentations, Technical Presentations, Technical Writing, Oral & Written..., Project Management, Program Management, Management Consulting, Weapons Training, Weapons & Tactics..., Construction, Business Development, Start-ups, Strategy, Executive Management, Finance, Team Building, Negotiation, Consulting, Investments, Training
Education
Franciscan University of Steubenville 1989 — 1993
Bachelor of Science
Jefferson Community College 1990 — 1991
architectural studies
University of Pittsburgh 1988 — 1989
John Henry Jackson John Henry Jackson's Legg Mason Experience 2005 - 2005
Job
Industry International Trade and Development
Experience
Mississippi Development Authority December 2014 - Present
Mississippi Development Authority 2011 - 2014
Mississippi Development Authority 2006 - 2011
Legg Mason 2005 - 2005
Sunshine Mills, Inc. 2001 - 2004
Wolfram Research 1999 - 2001
MCI 1998 - 1999
Embassy of Japan June 1997 - August 1997
Skills
Japanese, Economic Development, International Trade, Government, Non-profits, International Business, International Marketing, Trade Finance, Project Finance, Corporate Real Estate, Workforce Training, Financial Management, International Policy, Foreign Investment, Private Equity, Workforce Development, Nonprofits, Strategic Planning, Community Development, International Relations, Business Development, Management, Economics, Strategy, Project Management, International Sales, Marketing, Budgets, Program Management, Proposal Writing, Entrepreneurship, Public Relations, Japanese culture, Policy, Managerial Finance, Organizational..., International..., Recruiting, CRM, Business Strategy, Leadership, Market Analysis, Management Consulting, Investments, Project Planning
Education
Georgetown University 1995 — 1999
BS
1997 — 1998
CJS
St. Andrew's Episcopal 1981 — 1995
St. Andrew's Osaka (桃山学院高等学校) 1992 — 1993
Mississippi Development Authority December 2014 - Present
Mississippi Development Authority 2011 - 2014
Mississippi Development Authority 2006 - 2011
Legg Mason 2005 - 2005
Sunshine Mills, Inc. 2001 - 2004
Wolfram Research 1999 - 2001
MCI 1998 - 1999
Embassy of Japan June 1997 - August 1997
Skills
Japanese, Economic Development, International Trade, Government, Non-profits, International Business, International Marketing, Trade Finance, Project Finance, Corporate Real Estate, Workforce Training, Financial Management, International Policy, Foreign Investment, Private Equity, Workforce Development, Nonprofits, Strategic Planning, Community Development, International Relations, Business Development, Management, Economics, Strategy, Project Management, International Sales, Marketing, Budgets, Program Management, Proposal Writing, Entrepreneurship, Public Relations, Japanese culture, Policy, Managerial Finance, Organizational..., International..., Recruiting, CRM, Business Strategy, Leadership, Market Analysis, Management Consulting, Investments, Project Planning
Education
Georgetown University 1995 — 1999
BS
1997 — 1998
CJS
St. Andrew's Episcopal 1981 — 1995
St. Andrew's Osaka (桃山学院高等学校) 1992 — 1993
Mike Gottschalk Mike Gottschalk's Legg Mason Experience April 2005 - January 2007
Job Portfolio Management Associate Director, AVP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2007 - January 2015
Legg Mason April 2005 - January 2007
AIG June 2003 - April 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Financial Analysis, Fixed Income, Alternative Investments, Capital Markets, Asset Managment, Data Analysis, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Corporate Finance, Analysis, Microsoft Office, Research, Market Research, Risk Management
Education
Georgetown University - The McDonough School of Business 2008 — 2011
Master of Business Administration (MBA)
James Madison University - College of Business 1999 — 2003
BBA, Business Administration, Management and Operations
Morgan Stanley January 2015 - Present
Morgan Stanley January 2007 - January 2015
Legg Mason April 2005 - January 2007
AIG June 2003 - April 2005
Skills
Financial Modeling, Series 7, Portfolio Management, Financial Analysis, Fixed Income, Alternative Investments, Capital Markets, Asset Managment, Data Analysis, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Corporate Finance, Analysis, Microsoft Office, Research, Market Research, Risk Management
Education
Georgetown University - The McDonough School of Business 2008 — 2011
Master of Business Administration (MBA)
James Madison University - College of Business 1999 — 2003
BBA, Business Administration, Management and Operations
Michael Fellows's Legg Mason Experience October 2004 - April 2007
Job Director of Cardiothoracic Sales
Industry Medical Devices
Experience
Zimmer Biomet June 2012 - Present
Zimmer Biomet March 2011 - August 2012
NuLand Medical Products October 2009 - March 2011
American Biosurgical Inc. April 2007 - October 2009
Legg Mason October 2004 - April 2007
Medtronic August 2002 - October 2004
Medtronic August 2000 - August 2002
US Army August 1995 - August 2000
Skills
Medical Devices, Selling, B2B, New Business Development, Strategic Planning, Operating Room, Start-ups, Product Launch, Sales Management, Product Marketing, Leadership, Sales, Business Development, Sales Operations, Account Management, Lean Manufacturing, Training, Surgeons, Direct Sales, Market Development, Disposables, Surgical Instruments, Product Management, Business Planning, Marketing Strategy, Capital Equipment, Cross-functional Team..., Operations Management, Orthopedic, CRM, Surgery, P&L Management, Manufacturing, Negotiation, Forecasting, ENT, Supply Chain Management, Product Development, Supply Chain, Executive Management, Marketing, Project Management, Management, Lead Generation, Spine, Neurosurgery
Education
Virginia Military Institute 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Florida State University - College of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Riverdale High School 1987 — 1991
Diploma
Zimmer Biomet June 2012 - Present
Zimmer Biomet March 2011 - August 2012
NuLand Medical Products October 2009 - March 2011
American Biosurgical Inc. April 2007 - October 2009
Legg Mason October 2004 - April 2007
Medtronic August 2002 - October 2004
Medtronic August 2000 - August 2002
US Army August 1995 - August 2000
Skills
Medical Devices, Selling, B2B, New Business Development, Strategic Planning, Operating Room, Start-ups, Product Launch, Sales Management, Product Marketing, Leadership, Sales, Business Development, Sales Operations, Account Management, Lean Manufacturing, Training, Surgeons, Direct Sales, Market Development, Disposables, Surgical Instruments, Product Management, Business Planning, Marketing Strategy, Capital Equipment, Cross-functional Team..., Operations Management, Orthopedic, CRM, Surgery, P&L Management, Manufacturing, Negotiation, Forecasting, ENT, Supply Chain Management, Product Development, Supply Chain, Executive Management, Marketing, Project Management, Management, Lead Generation, Spine, Neurosurgery
Education
Virginia Military Institute 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Florida State University - College of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Riverdale High School 1987 — 1991
Diploma
Matthew Schiffman's Legg Mason Experience November 2008 - Present
Job Global Financial Services Executive
Industry Financial Services
Experience
Legg Mason November 2008 - Present
Lincoln National Corporation 2007 - 2008
Prudential Financial 2003 - 2006
Manulife Financial 1994 - 2002
Skills
Strategic Growth, New Market Planning, Team Building,..., Product Development &..., Operational Excellence, Financial Analysis, Budget & P&L Management, Reorganizations, Restructures, Turnaround Specialist, Cross-Functional..., Cross-Cultural..., Marketing, Leadership, Team Building, Product Development, Project Planning, P&L Management, Budgets, Cross-functional Team..., Strategy, Mutual Funds
Education
The Wharton School, University of Pennsylvania
Finance & Accounting for the Non-Financial Manager
Harvard University Graduate School of Business
Strategic Marketing Management
Franklin & Marshall College 1975 — 1979
BA, Economics
Legg Mason November 2008 - Present
Lincoln National Corporation 2007 - 2008
Prudential Financial 2003 - 2006
Manulife Financial 1994 - 2002
Skills
Strategic Growth, New Market Planning, Team Building,..., Product Development &..., Operational Excellence, Financial Analysis, Budget & P&L Management, Reorganizations, Restructures, Turnaround Specialist, Cross-Functional..., Cross-Cultural..., Marketing, Leadership, Team Building, Product Development, Project Planning, P&L Management, Budgets, Cross-functional Team..., Strategy, Mutual Funds
Education
The Wharton School, University of Pennsylvania
Finance & Accounting for the Non-Financial Manager
Harvard University Graduate School of Business
Strategic Marketing Management
Franklin & Marshall College 1975 — 1979
BA, Economics
Stephen Thompson, CFP® Stephen Thompson, CFP®'s Legg Mason Experience 2002 - 2005
Job Financial Planner
Industry Financial Services
Experience
KeatsConnelly 2011 - Present
USAA 2008 - 2010
RBC Wealth Management 2005 - 2007
Legg Mason 2002 - 2005
U.S. Department of State 1975 - 2002
Education
Georgetown University
Certificate, Financial Planning
Stanford University
MA, Economics
University of Virginia
BA, Biology, Economics
KeatsConnelly 2011 - Present
USAA 2008 - 2010
RBC Wealth Management 2005 - 2007
Legg Mason 2002 - 2005
U.S. Department of State 1975 - 2002
Education
Georgetown University
Certificate, Financial Planning
Stanford University
MA, Economics
University of Virginia
BA, Biology, Economics
Brenna Jordan Brenna Jordan's Legg Mason Experience July 2010 - Present
Job Talent Acquisition Specialist
Industry Investment Management
Experience
Legg Mason July 2010 - Present
Legg Mason April 2008 - August 2010
Onward Healthcare July 2007 - April 2008
Fairfield University September 2006 - May 2007
Skills
Full-cycle Recruiting, College Recruiting, Recruitment/Retention, Sales Recruitment, Talent Management, Talent Acquisition, Building Relationships, Sourcing, Interviewing, Conducting Interviews, Internships
Education
Fairfield University 2003 — 2007
Bachelors of Arts, Organizational Communication
Legg Mason July 2010 - Present
Legg Mason April 2008 - August 2010
Onward Healthcare July 2007 - April 2008
Fairfield University September 2006 - May 2007
Skills
Full-cycle Recruiting, College Recruiting, Recruitment/Retention, Sales Recruitment, Talent Management, Talent Acquisition, Building Relationships, Sourcing, Interviewing, Conducting Interviews, Internships
Education
Fairfield University 2003 — 2007
Bachelors of Arts, Organizational Communication
Kyle Pinho Kyle Pinho's Legg Mason Experience January 2015 - April 2015
Job Pharmacy Group Purchasing Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson July 2015 - Present
Legg Mason January 2015 - April 2015
Towers Watson June 2014 - August 2014
Bank of Cape Cod June 2012 - July 2013
Vendor Alliance Capital, Inc. July 2011 - August 2011
Skills
Microsoft Word, Credit, Loans, Microsoft Excel, Finance, Leadership, Financial Analysis, Banking, Economics, Bloomberg, Financial Modeling, Access, Equities
Education
Dolan School of Business 2011 — 2015
Bachelor's Degree, Finance and Economics, Senior
Fairfield University 2011 — 2015
Bachelor’s Degree, Majors: Finance and Economics. GPA: 3.74, Senior
University of Melbourne 2013 — 2013
St. John's Preparatory School 2008 — 2011
GPA: 4.1, Graduated
Towers Watson July 2015 - Present
Legg Mason January 2015 - April 2015
Towers Watson June 2014 - August 2014
Bank of Cape Cod June 2012 - July 2013
Vendor Alliance Capital, Inc. July 2011 - August 2011
Skills
Microsoft Word, Credit, Loans, Microsoft Excel, Finance, Leadership, Financial Analysis, Banking, Economics, Bloomberg, Financial Modeling, Access, Equities
Education
Dolan School of Business 2011 — 2015
Bachelor's Degree, Finance and Economics, Senior
Fairfield University 2011 — 2015
Bachelor’s Degree, Majors: Finance and Economics. GPA: 3.74, Senior
University of Melbourne 2013 — 2013
St. John's Preparatory School 2008 — 2011
GPA: 4.1, Graduated
Stacey Boswell Stacey Boswell's Legg Mason Experience February 2000 - June 2001
Job Strategic Access Account Manager
Industry Medical Devices
Experience
CR Bard, Bard Access March 2010 - Present
ADP September 2002 - March 2010
Legg Mason February 2000 - June 2001
Skills
Cold Calling, Sales Process, Salesforce.com, Surgeons, Account Management, Sales Management, Medical Devices, Capital Equipment, Sales Operations, Sales Presentations, New Business Development, Direct Sales, Strategic Selling, Miller Heiman, Disposables
Education
Towson University 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Mass Communication
Frostburg State University 1993 — 1995
Undergraduate Studies, Political Science and Government
South River
CR Bard, Bard Access March 2010 - Present
ADP September 2002 - March 2010
Legg Mason February 2000 - June 2001
Skills
Cold Calling, Sales Process, Salesforce.com, Surgeons, Account Management, Sales Management, Medical Devices, Capital Equipment, Sales Operations, Sales Presentations, New Business Development, Direct Sales, Strategic Selling, Miller Heiman, Disposables
Education
Towson University 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Mass Communication
Frostburg State University 1993 — 1995
Undergraduate Studies, Political Science and Government
South River
Maria Jose Lehman Maria Jose Lehman's Legg Mason Experience October 1999 - April 2003
Job Tequila Ambassador at Ben Arnold Beverage Company
Industry Food & Beverages
Experience
Ben Arnold Beverage Company January 2014 - Present
DeHollander & Janse Financial Group September 2010 - December 2013
Dwellworks 2012 - 2013
Legg Mason October 1999 - April 2003
Banc of America Investments May 1993 - October 1999
Dean Witter Reynolds September 1989 - May 1993
Shearson Lehman International May 1987 - September 1989
Skills
Business Development, Customer Service, Branding & Identity, Social Media, Investments, Financial Services, Financial Analysis, Budget, Marketing Strategy, Marketing, Strategic Planning, Sales, Event Planning, Fundraising, Public Speaking, Budgets, Banking, Leadership, Social Media Marketing, Small Business, Email Marketing, Portfolio Management, Training, Microsoft Excel, Real Estate, Team Building, Negotiation, Business Planning, Start-ups, New Business Development, Finance, Business Strategy, Team Leadership, Public Relations, Entrepreneurship, Advertising, Marketing Communications, Social Networking, Management, Insurance, Nonprofits, Strategy, Online Advertising, Event Management, Market Research, Online Marketing, Sales Management, Brand Development, Lead Generation, Contract Negotiation
Education
Institute for Wealth Management 1996 — 1996
Accredited Asset Manager Specialist, Wealth Management
Florida International University 1982 — 1984
Ben Arnold Beverage Company January 2014 - Present
DeHollander & Janse Financial Group September 2010 - December 2013
Dwellworks 2012 - 2013
Legg Mason October 1999 - April 2003
Banc of America Investments May 1993 - October 1999
Dean Witter Reynolds September 1989 - May 1993
Shearson Lehman International May 1987 - September 1989
Skills
Business Development, Customer Service, Branding & Identity, Social Media, Investments, Financial Services, Financial Analysis, Budget, Marketing Strategy, Marketing, Strategic Planning, Sales, Event Planning, Fundraising, Public Speaking, Budgets, Banking, Leadership, Social Media Marketing, Small Business, Email Marketing, Portfolio Management, Training, Microsoft Excel, Real Estate, Team Building, Negotiation, Business Planning, Start-ups, New Business Development, Finance, Business Strategy, Team Leadership, Public Relations, Entrepreneurship, Advertising, Marketing Communications, Social Networking, Management, Insurance, Nonprofits, Strategy, Online Advertising, Event Management, Market Research, Online Marketing, Sales Management, Brand Development, Lead Generation, Contract Negotiation
Education
Institute for Wealth Management 1996 — 1996
Accredited Asset Manager Specialist, Wealth Management
Florida International University 1982 — 1984
Frederick B. Smith IV, CFA, CAIA Frederick B. Smith IV, CFA, CAIA's Legg Mason Experience March 2005 - December 2009
Job Senior Investment Analyst at Maryland State Retirement and Pension System
Industry Financial Services
Experience
Maryland State Retirement and Pension System December 2014 - Present
Asset Strategy Consultants May 2012 - November 2014
Brown Advisory December 2009 - May 2012
Legg Mason March 2005 - December 2009
Skills
Private Equity, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Graduate Certificate, Investments
Franklin & Marshall College 1999 — 2003
BA, History
Maryland State Retirement and Pension System December 2014 - Present
Asset Strategy Consultants May 2012 - November 2014
Brown Advisory December 2009 - May 2012
Legg Mason March 2005 - December 2009
Skills
Private Equity, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Graduate Certificate, Investments
Franklin & Marshall College 1999 — 2003
BA, History
Lawrence Orr Lawrence Orr's Legg Mason Experience 2003 - 2005
Job Financial Services Executive
Industry Financial Services
Experience
Janney Montgomery Scott November 2012 - Present
Morgan Stanley Smith Barney June 2003 - January 2011
Legg Mason 2003 - 2005
Interstate Johnson Lane 1994 - 2001
Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...
Education
Georgia Institute of Technology
Janney Montgomery Scott November 2012 - Present
Morgan Stanley Smith Barney June 2003 - January 2011
Legg Mason 2003 - 2005
Interstate Johnson Lane 1994 - 2001
Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...
Education
Georgia Institute of Technology
Lauren Pizzimenti's Legg Mason Experience October 2010 - Present
Job Director, Business Development at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2010 - Present
Fund Consultants LLC January 2009 - September 2010
Aberdeen Asset Management January 2008 - December 2008
Aberdeen Asset Management 2005 - May 2008
Aberdeen Asset Management 2003 - 2005
Aberdeen Asset Management February 2001 - January 2003
Skills
Equities, Alternative Investments, Portfolio Management, Mutual Funds, Investment Strategies, Asset Managment, Investor Relations, Fixed Income, Hedge Funds, Investment Advisory, Wealth Management, Product Development, Financial Analysis, Closed-end Funds, Bilingual-English/Spanis..., Retail Sales, Institutional Sales, Product Launch, Series 7, Series 63, Sales Management, Event Management, Key Account..., Asset Management
Education
Florida Atlantic University 2000 — 2001
MBA, Finance
Florida Atlantic University 1992 — 1997
Bachelor of Science, Finance & International Business
Legg Mason October 2010 - Present
Fund Consultants LLC January 2009 - September 2010
Aberdeen Asset Management January 2008 - December 2008
Aberdeen Asset Management 2005 - May 2008
Aberdeen Asset Management 2003 - 2005
Aberdeen Asset Management February 2001 - January 2003
Skills
Equities, Alternative Investments, Portfolio Management, Mutual Funds, Investment Strategies, Asset Managment, Investor Relations, Fixed Income, Hedge Funds, Investment Advisory, Wealth Management, Product Development, Financial Analysis, Closed-end Funds, Bilingual-English/Spanis..., Retail Sales, Institutional Sales, Product Launch, Series 7, Series 63, Sales Management, Event Management, Key Account..., Asset Management
Education
Florida Atlantic University 2000 — 2001
MBA, Finance
Florida Atlantic University 1992 — 1997
Bachelor of Science, Finance & International Business
Alina Sysak Alina Sysak's Legg Mason Experience May 2008 - February 2009
Job Operations Associate Portfolio Administration
Industry Financial Services
Experience
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
Carmelo Mel Carrozza Carmelo Mel Carrozza's Legg Mason Experience September 2011 - Present
Job Vice President/Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2011 - Present
Legg Mason August 2010 - September 2011
Morgan Stanley Smith Barney February 2008 - August 2010
Davidoff of Geneva 2006 - 2008
DIRECTV 2004 - 2006
Skills
Series 7, Separately Managed..., 529 Plans, Funding, Licensing, Financial Planning, SMA, Mutual Funds
Education
Fairfield University 1998 — 2002
Bachelor of Science, Dolan School of Business - Finance
John Jay High School 1994 — 1998
Regents, Mathematics
Legg Mason September 2011 - Present
Legg Mason August 2010 - September 2011
Morgan Stanley Smith Barney February 2008 - August 2010
Davidoff of Geneva 2006 - 2008
DIRECTV 2004 - 2006
Skills
Series 7, Separately Managed..., 529 Plans, Funding, Licensing, Financial Planning, SMA, Mutual Funds
Education
Fairfield University 1998 — 2002
Bachelor of Science, Dolan School of Business - Finance
John Jay High School 1994 — 1998
Regents, Mathematics
Alex Yee's Legg Mason Experience August 2014 - Present
Job Sales Service Specialist at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Northwestern Mutual September 2013 - July 2014
Islandwide Electric April 2010 - January 2012
Long Island Blues Hockey January 2006 - January 2007
Education
Fairfield University 2009 — 2013
Bachelor of Science, Business; International Business
Legg Mason August 2014 - Present
Northwestern Mutual September 2013 - July 2014
Islandwide Electric April 2010 - January 2012
Long Island Blues Hockey January 2006 - January 2007
Education
Fairfield University 2009 — 2013
Bachelor of Science, Business; International Business
Brandon Nicodemo's Legg Mason Experience March 2015 - May 2015
Job Investment Banking Analyst at NewOak
Industry Financial Services
Experience
NewOak June 2015 - Present
Second Time Around the Rink 2009 - Present
Legg Mason March 2015 - May 2015
Fairfield Investment Group January 2014 - May 2015
Pioneer Financial Group - Northwestern Mutual Wealth Management June 2014 - August 2014
New Jersey Devils May 2013 - September 2013
Hockey In Newark May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Budgets, Forecasting, Auditing, Analysis, Financial Analysis, Social Networking, Finance
Education
Florence University of the Arts
Fairfield University 2011 — 2015
Bachelor of Science, Finance, Cum Laude
Ramapo High School 2007 — 2011
NewOak June 2015 - Present
Second Time Around the Rink 2009 - Present
Legg Mason March 2015 - May 2015
Fairfield Investment Group January 2014 - May 2015
Pioneer Financial Group - Northwestern Mutual Wealth Management June 2014 - August 2014
New Jersey Devils May 2013 - September 2013
Hockey In Newark May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Budgets, Forecasting, Auditing, Analysis, Financial Analysis, Social Networking, Finance
Education
Florence University of the Arts
Fairfield University 2011 — 2015
Bachelor of Science, Finance, Cum Laude
Ramapo High School 2007 — 2011
James Ritchie's Legg Mason Experience 2005 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Funds October 2014 - Present
ProFund Advisors LLC July 2014 - October 2014
Legg Mason 2005 - 2014
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 1999 - 2004
Goldman Sachs/United Staffing 1998 - 1999
J. Walter Thompson 1997 - 1998
Lido Beach Golf Course 1997 - 1997
Skills
Strong Public Speaker, Series 7 and 66..., Investments, Domestic Equities, International Equities, U.S. and Non-U.S. Bonds, Alternative Investments, SMA's, Open-Ended Mutual Funds, Closed End Funds, Asset Allocation, Asset Management, Closed-end Funds, Equities, Financial Services, Mutual Funds
Education
Fordham University 1994 — 1997
Bachelor of Science (BS), History
Hartford Funds October 2014 - Present
ProFund Advisors LLC July 2014 - October 2014
Legg Mason 2005 - 2014
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 1999 - 2004
Goldman Sachs/United Staffing 1998 - 1999
J. Walter Thompson 1997 - 1998
Lido Beach Golf Course 1997 - 1997
Skills
Strong Public Speaker, Series 7 and 66..., Investments, Domestic Equities, International Equities, U.S. and Non-U.S. Bonds, Alternative Investments, SMA's, Open-Ended Mutual Funds, Closed End Funds, Asset Allocation, Asset Management, Closed-end Funds, Equities, Financial Services, Mutual Funds
Education
Fordham University 1994 — 1997
Bachelor of Science (BS), History
Richard McManus Richard McManus's Legg Mason Experience June 2007 - Present
Job Regional Director, Arizona
Industry Financial Services
Experience
Legg Mason June 2007 - Present
Morgan Stanley May 2005 - May 2007
Charlotte County Schools August 2003 - May 2005
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Series 24, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Asset Managment
Education
Florida Gulf Coast University 2003 — 2005
Bachelor of Arts, History
Queensborough Community College 2001 — 2003
Associate of Arts
Legg Mason June 2007 - Present
Morgan Stanley May 2005 - May 2007
Charlotte County Schools August 2003 - May 2005
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Series 24, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Asset Managment
Education
Florida Gulf Coast University 2003 — 2005
Bachelor of Arts, History
Queensborough Community College 2001 — 2003
Associate of Arts
Trecia Greenstreet Trecia Greenstreet's Legg Mason Experience May 2001 - October 2005
Job Recruiting Team Lead at Accenture Federal Services
Industry Staffing and Recruiting
Experience
Accenture December 2013 - Present
Pontoon August 2010 - December 2013
GAP Solutions, Inc. July 2007 - August 2010
Kforce Inc. October 2005 - July 2007
Legg Mason May 2001 - October 2005
Skills
Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Internet Recruiting, Talent Acquisition, Sourcing, Recruiting, Screening, Proposal Writing, Government, Business Development, Program Management, Management, Human Resources, Leadership, Hiring, Interviews, Training
Education
George Mason University 1998 — 2002
B.S., Finance
Accenture December 2013 - Present
Pontoon August 2010 - December 2013
GAP Solutions, Inc. July 2007 - August 2010
Kforce Inc. October 2005 - July 2007
Legg Mason May 2001 - October 2005
Skills
Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Internet Recruiting, Talent Acquisition, Sourcing, Recruiting, Screening, Proposal Writing, Government, Business Development, Program Management, Management, Human Resources, Leadership, Hiring, Interviews, Training
Education
George Mason University 1998 — 2002
B.S., Finance
Matthew Uzarski's Legg Mason Experience July 2014 - Present
Job Internal Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
Legg Mason January 2013 - July 2014
Webster Investments December 2011 - January 2013
Education
Fairfield University 2011 — 2014
Master of Science (2 classes remaining), Finance, 3.9 GPA
Sacred Heart University 2009 — 2011
Bachelor of Science, Finance, Business Economics
Legg Mason July 2014 - Present
Legg Mason January 2013 - July 2014
Webster Investments December 2011 - January 2013
Education
Fairfield University 2011 — 2014
Master of Science (2 classes remaining), Finance, 3.9 GPA
Sacred Heart University 2009 — 2011
Bachelor of Science, Finance, Business Economics
F. Keith Duncan, ChFC®, AAMS® F. Keith Duncan, ChFC®, AAMS®'s Legg Mason Experience August 2004 - February 2006
Job Duncan Investment Partners, LLC
Industry Financial Services
Experience
Duncan Investment Partners September 2009 - Present
Smith Barney February 2006 - August 2009
Legg Mason August 2004 - February 2006
T. Rowe Price November 1994 - August 2004
Skills
Series 7, Retirement Planning, Series 63, 401k, Mutual Funds, FINRA, Retirement, Asset Allocation, Investments, Investment Advisory
Education
Frostburg State University 1989 — 1993
Bachelor of Science, Business Administration
St. Johns College High School 1986 — 1989
Duncan Investment Partners September 2009 - Present
Smith Barney February 2006 - August 2009
Legg Mason August 2004 - February 2006
T. Rowe Price November 1994 - August 2004
Skills
Series 7, Retirement Planning, Series 63, 401k, Mutual Funds, FINRA, Retirement, Asset Allocation, Investments, Investment Advisory
Education
Frostburg State University 1989 — 1993
Bachelor of Science, Business Administration
St. Johns College High School 1986 — 1989
Trish Perry Trish Perry's Legg Mason Experience 1986 - 1988
Job Customer Relations Expert at The Great Courses
Industry Writing and Editing
Experience
The Great Courses January 2012 - Present
Barbour Publishing 2011 - Present
Summerside Press 2010 - Present
Romance Writers of America 2006 - Present
American Christian Fiction Writers (ACFW) 2005 - Present
Harvest House Publishers 2005 - Present
Self-employed 2004 - Present
Capital Christian Writers September 1999 - Present
Steptoe & Johnson LLP 1988 - 1991
Legg Mason 1986 - 1988
Skills
Books, Fiction, Non-fiction, Novels, Published Author, Fiction Writing, Short Stories, Book Reviews, Memoir, Journalism, Literature, Freelance Writing, Ebooks, Poetry, Proofreading, Blogging, Newsletters, Publishing, Ghostwriting, Web Content, Copy Editing, Creative Writing, Manuscript, Storytelling, Editing, Copywriting, Creative Writer, Publications, Creative Non-fiction, Editorial, Publicity, Feature Articles, Magazine Articles
Education
George Mason University 1992 — 1997
Bachelor of Arts, Psychology
Washington School for Secretaries 1972 — 1973
Graduate Certificate, Administrative and Secretarial skills
The Great Courses January 2012 - Present
Barbour Publishing 2011 - Present
Summerside Press 2010 - Present
Romance Writers of America 2006 - Present
American Christian Fiction Writers (ACFW) 2005 - Present
Harvest House Publishers 2005 - Present
Self-employed 2004 - Present
Capital Christian Writers September 1999 - Present
Steptoe & Johnson LLP 1988 - 1991
Legg Mason 1986 - 1988
Skills
Books, Fiction, Non-fiction, Novels, Published Author, Fiction Writing, Short Stories, Book Reviews, Memoir, Journalism, Literature, Freelance Writing, Ebooks, Poetry, Proofreading, Blogging, Newsletters, Publishing, Ghostwriting, Web Content, Copy Editing, Creative Writing, Manuscript, Storytelling, Editing, Copywriting, Creative Writer, Publications, Creative Non-fiction, Editorial, Publicity, Feature Articles, Magazine Articles
Education
George Mason University 1992 — 1997
Bachelor of Arts, Psychology
Washington School for Secretaries 1972 — 1973
Graduate Certificate, Administrative and Secretarial skills
Kelsey Roche Kelsey Roche's Legg Mason Experience February 2014 - May 2014
Job Assistant Integrated Media Planner at Young & Rubicam
Industry Marketing and Advertising
Experience
Young & Rubicam June 2014 - Present
Vineyard Vines March 2014 - May 2014
Legg Mason February 2014 - May 2014
Cramer-Krasselt June 2013 - August 2013
Skills
Social Media, Social Networking, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Digital Photography, Photoshop, Journalism, Social Media Marketing, Public Speaking, Marketing, Facebook, Microsoft Office, Public Relations, Integrated Marketing, Digital Marketing
Education
Fairfield University 2010 — 2014
Bachelor, Finance & Marketing
Regents College London 2012 — 2013
Young & Rubicam June 2014 - Present
Vineyard Vines March 2014 - May 2014
Legg Mason February 2014 - May 2014
Cramer-Krasselt June 2013 - August 2013
Skills
Social Media, Social Networking, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Digital Photography, Photoshop, Journalism, Social Media Marketing, Public Speaking, Marketing, Facebook, Microsoft Office, Public Relations, Integrated Marketing, Digital Marketing
Education
Fairfield University 2010 — 2014
Bachelor, Finance & Marketing
Regents College London 2012 — 2013
Brad Holland Brad Holland's Legg Mason Experience September 2014 - May 2015
Job ETF Clearing & Collateral at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Legg Mason September 2014 - May 2015
Morgan Stanley February 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Marketing, Finance, Data Analysis, Financial Analysis, Social Media, Public Speaking, Investments, Social Media Marketing, Microsoft Office, Microsoft Word, Management, Operations Management, Information Systems, Statistical Data..., Bloomberg Terminal, Customer Service, Query Designer, Social Media Strategist
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing/Finance
Needham High School 2007 — 2011
State Street August 2015 - Present
Legg Mason September 2014 - May 2015
Morgan Stanley February 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Marketing, Finance, Data Analysis, Financial Analysis, Social Media, Public Speaking, Investments, Social Media Marketing, Microsoft Office, Microsoft Word, Management, Operations Management, Information Systems, Statistical Data..., Bloomberg Terminal, Customer Service, Query Designer, Social Media Strategist
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing/Finance
Needham High School 2007 — 2011
RJ Juliano RJ Juliano's Legg Mason Experience September 2004 - February 2006
Job Business and Technology Executive creating exceptional work and customer experiences
Industry Executive Office
Experience
Business and Technology Executive April 2014 - Present
GPG Advisers April 2014 - Present
Brandywine Realty Trust January 2007 - March 2014
American Financial Realty Trust February 2006 - January 2007
Legg Mason September 2004 - February 2006
Evergreen Investments October 2001 - April 2004
Morgan Stanley September 1996 - September 2001
American International Group August 1994 - September 1996
Online Consulting September 1991 - August 1994
Skills
Mentoring, Planning, Executive Management, Strategic Planning, Business Process, Marketing Communications, Product Marketing, Leadership Development, Budget Oversight, Portfolio Optimization, Technology Planning, Business Process..., Leadership, Thought Leadership, Cross-functional Team..., Financial Services, Corporate Social Media, Project Planning, Integrated Marketing, Marketing, Management, Analysis, Software Development, Negotiation, Financial Analysis, Business Development, Marketing Strategy, Finance, Sales, Business Planning, Start-ups
Education
University of Delaware 1990 — 1994
MBA
University of Delaware 1984 — 1987
BA
Erskine College 1983 — 1984
Business and Technology Executive April 2014 - Present
GPG Advisers April 2014 - Present
Brandywine Realty Trust January 2007 - March 2014
American Financial Realty Trust February 2006 - January 2007
Legg Mason September 2004 - February 2006
Evergreen Investments October 2001 - April 2004
Morgan Stanley September 1996 - September 2001
American International Group August 1994 - September 1996
Online Consulting September 1991 - August 1994
Skills
Mentoring, Planning, Executive Management, Strategic Planning, Business Process, Marketing Communications, Product Marketing, Leadership Development, Budget Oversight, Portfolio Optimization, Technology Planning, Business Process..., Leadership, Thought Leadership, Cross-functional Team..., Financial Services, Corporate Social Media, Project Planning, Integrated Marketing, Marketing, Management, Analysis, Software Development, Negotiation, Financial Analysis, Business Development, Marketing Strategy, Finance, Sales, Business Planning, Start-ups
Education
University of Delaware 1990 — 1994
MBA
University of Delaware 1984 — 1987
BA
Erskine College 1983 — 1984
Steven Schell, PMP Steven Schell, PMP's Legg Mason Experience June 1993 - August 1997
Job Director & PMO Lead, Strategic Initiative Management at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb November 2013 - Present
Bristol-Myers Squibb May 2012 - November 2013
Bristol-Myers Squibb September 2009 - May 2012
Bristol-Myers Squibb January 2006 - September 2009
Bristol-Myers Squibb January 2005 - December 2005
Deloitte Consulting September 1997 - January 2005
Legg Mason June 1993 - August 1997
Merrill Lynch June 1989 - August 1991
Skills
Change Management, Business Transformation, Program Management, Strategic Planning, Project Management, Six Sigma, Pharmaceutical Industry, Process Improvement, Leadership, Continuous Improvement, Project Portfolio..., PMO Start-up &..., Productivity Improvement, Staff Development, Start-ups, CRM, Business Strategy, Analysis, PMO, Business Process..., Training, Project Planning, PMP, Management, Budgets, Strategy, Cross-functional Team..., Human Resources
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Management
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
Bristol-Myers Squibb November 2013 - Present
Bristol-Myers Squibb May 2012 - November 2013
Bristol-Myers Squibb September 2009 - May 2012
Bristol-Myers Squibb January 2006 - September 2009
Bristol-Myers Squibb January 2005 - December 2005
Deloitte Consulting September 1997 - January 2005
Legg Mason June 1993 - August 1997
Merrill Lynch June 1989 - August 1991
Skills
Change Management, Business Transformation, Program Management, Strategic Planning, Project Management, Six Sigma, Pharmaceutical Industry, Process Improvement, Leadership, Continuous Improvement, Project Portfolio..., PMO Start-up &..., Productivity Improvement, Staff Development, Start-ups, CRM, Business Strategy, Analysis, PMO, Business Process..., Training, Project Planning, PMP, Management, Budgets, Strategy, Cross-functional Team..., Human Resources
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Management
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
Julius Moultrie III's Legg Mason Experience November 2007 - June 2008
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
TD Bank July 2013 - Present
Citi August 2012 - May 2013
City of New York - FISA January 2009 - July 2012
Merrill Lynch September 2008 - December 2008
Legg Mason November 2007 - June 2008
ACS, a Xerox Company June 2002 - November 2007
StayinFront September 2000 - May 2002
SymphonyIRI Group, Inc August 1998 - September 2000
Blue Cross Blue Shield August 1995 - August 1998
Macys 1986 - 1997
Skills
Data Warehousing, HRIS, Production Support, Business Intelligence, ETL, Compensation, Data Modeling, OLAP, Benefits Administration, Business Objects, Data Integration, Data Quality, Analysis, Business Analysis, Databases, Deferred Compensation, Employee Benefits, HR Project Management, Project Management, Requirements Gathering, SDLC, Software Documentation, Visio, Testing, Business Process, User Acceptance Testing, CRM, SharePoint, Vendor Management, Systems Analysis, SQL, Crystal Reports, Integration, Unix, Process Improvement, Information Technology, Data Migration, Human Resources, Mainframe, Consulting, DB2, Training, Change Management, IT Management, MS Project
Education
Rutgers the State University/New Jersey Institute of Technology 1991 — 1995
BA, Computer Science
Essex County College 1987 — 1991
AAS, Architecture
TD Bank July 2013 - Present
Citi August 2012 - May 2013
City of New York - FISA January 2009 - July 2012
Merrill Lynch September 2008 - December 2008
Legg Mason November 2007 - June 2008
ACS, a Xerox Company June 2002 - November 2007
StayinFront September 2000 - May 2002
SymphonyIRI Group, Inc August 1998 - September 2000
Blue Cross Blue Shield August 1995 - August 1998
Macys 1986 - 1997
Skills
Data Warehousing, HRIS, Production Support, Business Intelligence, ETL, Compensation, Data Modeling, OLAP, Benefits Administration, Business Objects, Data Integration, Data Quality, Analysis, Business Analysis, Databases, Deferred Compensation, Employee Benefits, HR Project Management, Project Management, Requirements Gathering, SDLC, Software Documentation, Visio, Testing, Business Process, User Acceptance Testing, CRM, SharePoint, Vendor Management, Systems Analysis, SQL, Crystal Reports, Integration, Unix, Process Improvement, Information Technology, Data Migration, Human Resources, Mainframe, Consulting, DB2, Training, Change Management, IT Management, MS Project
Education
Rutgers the State University/New Jersey Institute of Technology 1991 — 1995
BA, Computer Science
Essex County College 1987 — 1991
AAS, Architecture
Nicole D'Souza Nicole D'Souza's Legg Mason Experience September 2012 - December 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
Sandra Stiger, CRPC®,EA® Sandra Stiger, CRPC®,EA®'s Legg Mason Experience January 1994 - January 1996
Job Director's Assistant
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Bridge Financial January 2009 - May 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch January 1996 - January 2007
Legg Mason January 1994 - January 1996
Skills
Series 7, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Finance, Securities, Uniform Combined State...
Education
Florida Atlantic University 1992 — 1997
B.A., International Business
Florida Atlantic University
Bachelor's, Business Administration
Merrill Lynch May 2013 - Present
Bridge Financial January 2009 - May 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch January 1996 - January 2007
Legg Mason January 1994 - January 1996
Skills
Series 7, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Finance, Securities, Uniform Combined State...
Education
Florida Atlantic University 1992 — 1997
B.A., International Business
Florida Atlantic University
Bachelor's, Business Administration
Serrano Legrand Serrano Legrand's Legg Mason Experience 2008 - 2008
Job Mathematics Educator at Achievement First
Industry Education Management
Experience
Achievement First July 2013 - Present
Teach for America January 2011 - May 2013
Orr Associates, Inc. May 2010 - August 2010
Management Leadership for Tomorrow 2009 - 2010
Management Leadership for Tomorrow 2009 - 2010
Dunkin' Brands September 2009 - December 2009
Washington Area Community Investment Fund June 2009 - August 2009
Wellington Management January 2008 - June 2008
Legg Mason 2008 - 2008
JP Morgan Chase June 2007 - August 2007
Skills
Fundraising, Spanish, Non-profits, Event Planning, Financial Analysis, Market Research, Proposal Writing, Public Speaking, Research, Strategic Planning, Financial Modeling, Event Management, Marketing, Curriculum Development, Nonprofits, Grant Writing, Community Outreach, Social Media, Data Analysis, Public Relations, Leadership
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts in Teaching Secondary Mathematics, Secondary Education and Teaching- Mathematics, 7th Grade
Georgia State University 2011 — 2013
Master of Arts, Teaching
Northeastern University 2006 — 2011
BSBA, Finance, Social Entrepreneurship, Sociology
Institute for Responsible Citizenship 2009 — 2010
Achievement First July 2013 - Present
Teach for America January 2011 - May 2013
Orr Associates, Inc. May 2010 - August 2010
Management Leadership for Tomorrow 2009 - 2010
Management Leadership for Tomorrow 2009 - 2010
Dunkin' Brands September 2009 - December 2009
Washington Area Community Investment Fund June 2009 - August 2009
Wellington Management January 2008 - June 2008
Legg Mason 2008 - 2008
JP Morgan Chase June 2007 - August 2007
Skills
Fundraising, Spanish, Non-profits, Event Planning, Financial Analysis, Market Research, Proposal Writing, Public Speaking, Research, Strategic Planning, Financial Modeling, Event Management, Marketing, Curriculum Development, Nonprofits, Grant Writing, Community Outreach, Social Media, Data Analysis, Public Relations, Leadership
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts in Teaching Secondary Mathematics, Secondary Education and Teaching- Mathematics, 7th Grade
Georgia State University 2011 — 2013
Master of Arts, Teaching
Northeastern University 2006 — 2011
BSBA, Finance, Social Entrepreneurship, Sociology
Institute for Responsible Citizenship 2009 — 2010
Michael R. Powers Michael R. Powers's Legg Mason Experience October 2006 - January 2012
Job Senior Manager, IT Global Infrastructure and Operations at Ciena
Industry Telecommunications
Experience
Ciena October 2014 - Present
Ciena March 2013 - Present
Ciena May 2012 - March 2013
MHW Group, LLC February 2012 - May 2012
Legg Mason October 2006 - January 2012
DLA Piper October 1999 - September 2006
DLA Piper US LLP 1999 - 2006
USF&G April 1988 - October 1999
USF & G Insurance 1988 - 1999
Skills
Disaster Recovery, Data Center, Virtualization, Integration, Cloud Computing, Servers, Active Directory, Windows Server, Citrix, DNS, VMware, Vendor Management, System Monitoring, Security, Infrastructure, IT Management, ITIL, SharePoint, Program Management, DHCP, System Administration, Windows, Troubleshooting, Business Continuity, IT Operations, Microsoft Exchange, Process Improvement, Cisco Technologies, Enterprise Architecture, System Deployment, Clustering, Messaging, Remote Access, Cisco, IIS, Windows Server 2003, Operating Systems, Team Leadership, Windows Server 2008, Desktop Computers, Group Policy, Blackberry Enterprise..., IT Service Management, Project Management, Computer Hardware, Microsoft SQL Server, Storage Area Networks, VMware ESX, Enterprise Manager, Operations Management
Education
Towson University 1984 — 1991
Essex Community College 1981 — 1984
Double AA
Ciena October 2014 - Present
Ciena March 2013 - Present
Ciena May 2012 - March 2013
MHW Group, LLC February 2012 - May 2012
Legg Mason October 2006 - January 2012
DLA Piper October 1999 - September 2006
DLA Piper US LLP 1999 - 2006
USF&G April 1988 - October 1999
USF & G Insurance 1988 - 1999
Skills
Disaster Recovery, Data Center, Virtualization, Integration, Cloud Computing, Servers, Active Directory, Windows Server, Citrix, DNS, VMware, Vendor Management, System Monitoring, Security, Infrastructure, IT Management, ITIL, SharePoint, Program Management, DHCP, System Administration, Windows, Troubleshooting, Business Continuity, IT Operations, Microsoft Exchange, Process Improvement, Cisco Technologies, Enterprise Architecture, System Deployment, Clustering, Messaging, Remote Access, Cisco, IIS, Windows Server 2003, Operating Systems, Team Leadership, Windows Server 2008, Desktop Computers, Group Policy, Blackberry Enterprise..., IT Service Management, Project Management, Computer Hardware, Microsoft SQL Server, Storage Area Networks, VMware ESX, Enterprise Manager, Operations Management
Education
Towson University 1984 — 1991
Essex Community College 1981 — 1984
Double AA
Y. Rachel Kuo's Legg Mason Experience August 2012 - Present
Job Associate General Counsel at Legg Mason & Co., LLC
Industry Law Practice
Experience
Legg Mason August 2012 - Present
Willkie Farr & Gallagher LLP 2006 - 2011
Education
The George Washington University Law School 2002 — 2005
JD, Law
Georgetown University 1999 — 2002
BA, Spanish, Chinese
Legg Mason August 2012 - Present
Willkie Farr & Gallagher LLP 2006 - 2011
Education
The George Washington University Law School 2002 — 2005
JD, Law
Georgetown University 1999 — 2002
BA, Spanish, Chinese
Scott Langlais, CFP® Scott Langlais, CFP®'s Legg Mason Experience July 2010 - May 2013
Job VP, Senior Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Kevin Toohill Kevin Toohill's Legg Mason Experience February 2002 - December 2006
Job First Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
Sandy Daniels Sandy Daniels's Legg Mason Experience April 2010 - October 2014
Job Advanced Accountant at College Savings Plans of Maryland
Industry Accounting
Experience
College Savings Plans of Maryland October 2014 - Present
Legg Mason April 2010 - October 2014
Legg Mason December 2007 - April 2010
The Washington Savings Bank July 2006 - December 2007
The Washington Savings Bank August 2005 - July 2006
Chase Bank January 1999 - July 2005
Skills
PeopleSoft, Accounting, Financial Analysis, Auditing, Microsoft Office, Account Reconciliation, Accounts Payable, Microsoft Excel, Finance, Internal Audit, Invoicing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Variance Analysis
Education
Franklin University 2009 — 2010
MBA
Franklin University 2005 — 2008
Bachelor of Science, Forensic Accounting
The Ohio State University 1990 — 1993
English
College Savings Plans of Maryland October 2014 - Present
Legg Mason April 2010 - October 2014
Legg Mason December 2007 - April 2010
The Washington Savings Bank July 2006 - December 2007
The Washington Savings Bank August 2005 - July 2006
Chase Bank January 1999 - July 2005
Skills
PeopleSoft, Accounting, Financial Analysis, Auditing, Microsoft Office, Account Reconciliation, Accounts Payable, Microsoft Excel, Finance, Internal Audit, Invoicing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Variance Analysis
Education
Franklin University 2009 — 2010
MBA
Franklin University 2005 — 2008
Bachelor of Science, Forensic Accounting
The Ohio State University 1990 — 1993
English
Chris Leo Chris Leo's Legg Mason Experience December 2014 - Present
Job Vice President, Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2014 - Present
Allianz Global Investors February 2006 - December 2014
PIMCO/Allianz Funds February 2006 - December 2010
Education
Georgetown University 2012 — 2015
Master of Business Administration (MBA), Finance
Syracuse University 2002 — 2006
Bachelors of Arts, Political Science and History
The University of New South Wales 2005 — 2005
Semester Abroad, International Development
Legg Mason December 2014 - Present
Allianz Global Investors February 2006 - December 2014
PIMCO/Allianz Funds February 2006 - December 2010
Education
Georgetown University 2012 — 2015
Master of Business Administration (MBA), Finance
Syracuse University 2002 — 2006
Bachelors of Arts, Political Science and History
The University of New South Wales 2005 — 2005
Semester Abroad, International Development
Peter Lesburg Peter Lesburg's Legg Mason Experience 2004 - 2007
Job Managing Director, Capital Markets at Realterm Global
Industry Real Estate
Experience
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Jeffrey Elkin Jeffrey Elkin's Legg Mason Experience June 1988 - September 1990
Job President, Advance Business Systems
Industry Business Supplies and Equipment
Experience
Advance October 1990 - Present
Legg Mason June 1988 - September 1990
Skills
Negotiation, Investments, Sales Management, Public Speaking, Managed Print Services, Leadership, Strategic Planning, Advertising, Email Marketing, New Business Development, Salesforce.com, Professional Services, Budgets, Marketing Communications, Business Development, Sales, B2B, Enterprise Software, Social Media, Document Management, Contract Negotiation, Sales Process, Financial Analysis, Management, Team Building, Marketing Strategy, Customer Service, Photocopier, Time Management, Lead Generation, Selling, Document Imaging, Sales Presentations, Business Strategy, Solution Selling, Cold Calling, Marketing, Entrepreneurship, Account Management, Strategic Financial..., Print Management, Social Media Marketing, Financial Planning
Education
Emory University - Goizueta Business School 1984 — 1988
Bachelor of Business Administration, Finance
Advance October 1990 - Present
Legg Mason June 1988 - September 1990
Skills
Negotiation, Investments, Sales Management, Public Speaking, Managed Print Services, Leadership, Strategic Planning, Advertising, Email Marketing, New Business Development, Salesforce.com, Professional Services, Budgets, Marketing Communications, Business Development, Sales, B2B, Enterprise Software, Social Media, Document Management, Contract Negotiation, Sales Process, Financial Analysis, Management, Team Building, Marketing Strategy, Customer Service, Photocopier, Time Management, Lead Generation, Selling, Document Imaging, Sales Presentations, Business Strategy, Solution Selling, Cold Calling, Marketing, Entrepreneurship, Account Management, Strategic Financial..., Print Management, Social Media Marketing, Financial Planning
Education
Emory University - Goizueta Business School 1984 — 1988
Bachelor of Business Administration, Finance
Catherine McNulty Catherine McNulty's Legg Mason Experience November 2009 - February 2011
Job Executive Director, Head of N.A. Marketing, Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
Legg Mason November 2009 - February 2011
Morgan Stanley Investment Management May 2004 - November 2009
Guardian Investor Services 2001 - 2004
Legg Mason (formerly Citigroup Asset Management) 1999 - 2001
Skills
Product Management, Mutual Funds, Separately Managed..., Marketing Strategy, Series 7, Financial Services, Strategy, Asset Management, Marketing, Investments, Financial Advisory, Asset Allocation, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (M.B.A.), Finance and Marketing
Skidmore College 1994 — 1998
BS, Business and Government
Morgan Stanley Investment Management June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
Legg Mason November 2009 - February 2011
Morgan Stanley Investment Management May 2004 - November 2009
Guardian Investor Services 2001 - 2004
Legg Mason (formerly Citigroup Asset Management) 1999 - 2001
Skills
Product Management, Mutual Funds, Separately Managed..., Marketing Strategy, Series 7, Financial Services, Strategy, Asset Management, Marketing, Investments, Financial Advisory, Asset Allocation, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (M.B.A.), Finance and Marketing
Skidmore College 1994 — 1998
BS, Business and Government
Scott Gaddis's Legg Mason Experience September 2001 - January 2006
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
JANE DOROGOYER JANE DOROGOYER's Legg Mason Experience 2005 - 2006
Job Email Designer at UBS
Industry Design
Experience
UBS February 2015 - Present
etouches February 2014 - January 2015
Saatchi & Saatchi September 2013 - February 2014
ClearBridge Investments 2006 - August 2013
Legg Mason 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX
Education
Fashion Institute of Technology
New York Film Academy
Polytechnic Institute
Tel-Aviv University
UBS February 2015 - Present
etouches February 2014 - January 2015
Saatchi & Saatchi September 2013 - February 2014
ClearBridge Investments 2006 - August 2013
Legg Mason 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX
Education
Fashion Institute of Technology
New York Film Academy
Polytechnic Institute
Tel-Aviv University
Ruthie Martin's Legg Mason Experience December 1998 - May 2000
Job Staff
Industry Wine and Spirits
Experience
Mazza Vineyards, Inc September 2015 - Present
Marketplace Wine Shop October 2012 - January 2015
mARTin Clocks March 1997 - 2015
Merrill Lynch October 2000 - October 2001
Legg Mason December 1998 - May 2000
Pennsylvania State Legislature September 1987 - November 1990
Skills
Grant Writing, Event Planning, Program Management, Promotions, Procurement, Customer Service, Wine, Social Media, Illustration, Marketing Strategy, Public Relations, Social Media Marketing, Project Management, Strategic Planning
Education
Gannon University 2015 — 2019
Business Administration, Business Administration and Management, General
Mazza Vineyards, Inc September 2015 - Present
Marketplace Wine Shop October 2012 - January 2015
mARTin Clocks March 1997 - 2015
Merrill Lynch October 2000 - October 2001
Legg Mason December 1998 - May 2000
Pennsylvania State Legislature September 1987 - November 1990
Skills
Grant Writing, Event Planning, Program Management, Promotions, Procurement, Customer Service, Wine, Social Media, Illustration, Marketing Strategy, Public Relations, Social Media Marketing, Project Management, Strategic Planning
Education
Gannon University 2015 — 2019
Business Administration, Business Administration and Management, General
Ryan Junius's Legg Mason Experience March 2014 - Present
Job Learning & Development Specialist at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason March 2014 - Present
Legg Mason February 2013 - March 2014
UpToDate June 2012 - October 2012
UpToDate January 2007 - June 2012
Circles July 2006 - November 2006
Speedy Bristles LLC June 2002 - August 2006
Skills
Sales, Outlook, PowerPoint, Project Management, Management, Microsoft Word, SalesLogix, Excel, Microsoft Excel, Sales Operations, Customer Service, Microsoft Office, Research, Time Management, Customer Satisfaction, Leadership, Windows XP Professional, Mac OS X, Internet, iWork, SPSS, iMovie, Training, Salesforce.com, Lean Six Sigma: Yellow...
Education
Fairfield University 2012 — 2014
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.9
New York University 2010 — 2012
Advertising Courses
Loyola University Maryland 2003 — 2006
BA, Psychology
Monash University 2005 — 2005
N/A, Psychology/core courses
The College of Wooster 2002 — 2003
Legg Mason March 2014 - Present
Legg Mason February 2013 - March 2014
UpToDate June 2012 - October 2012
UpToDate January 2007 - June 2012
Circles July 2006 - November 2006
Speedy Bristles LLC June 2002 - August 2006
Skills
Sales, Outlook, PowerPoint, Project Management, Management, Microsoft Word, SalesLogix, Excel, Microsoft Excel, Sales Operations, Customer Service, Microsoft Office, Research, Time Management, Customer Satisfaction, Leadership, Windows XP Professional, Mac OS X, Internet, iWork, SPSS, iMovie, Training, Salesforce.com, Lean Six Sigma: Yellow...
Education
Fairfield University 2012 — 2014
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.9
New York University 2010 — 2012
Advertising Courses
Loyola University Maryland 2003 — 2006
BA, Psychology
Monash University 2005 — 2005
N/A, Psychology/core courses
The College of Wooster 2002 — 2003
Devon Lombardo Devon Lombardo's Legg Mason Experience June 2015 - Present
Job Marketing Associate at Legg Mason
Industry Marketing and Advertising
Experience
Legg Mason June 2015 - Present
The McIntyre Group September 2014 - May 2015
Globex International Group August 2013 - August 2014
DBI Events January 2013 - March 2013
Fairfield University January 2011 - January 2013
HealthCare Chaplaincy June 2012 - July 2012
George Mason University March 2011 - March 2012
Fairfield University June 2011 - August 2011
George Mason University March 2010 - May 2010
Skills
Marketing, Research, QuickBooks, Microsoft Office, Human Factors Analysis, Social Media, Microsoft Excel, Microsoft Access, Relational Databases, Microsoft Word, SPSS, Nonprofits, Community Outreach
Education
Villanova University 2014 — 2014
Master's Certificate, Applied Project Management
George Mason University 2009 — 2013
Bachelor's degree, Psychology
Legg Mason June 2015 - Present
The McIntyre Group September 2014 - May 2015
Globex International Group August 2013 - August 2014
DBI Events January 2013 - March 2013
Fairfield University January 2011 - January 2013
HealthCare Chaplaincy June 2012 - July 2012
George Mason University March 2011 - March 2012
Fairfield University June 2011 - August 2011
George Mason University March 2010 - May 2010
Skills
Marketing, Research, QuickBooks, Microsoft Office, Human Factors Analysis, Social Media, Microsoft Excel, Microsoft Access, Relational Databases, Microsoft Word, SPSS, Nonprofits, Community Outreach
Education
Villanova University 2014 — 2014
Master's Certificate, Applied Project Management
George Mason University 2009 — 2013
Bachelor's degree, Psychology
Andrew Sullivan Andrew Sullivan's Legg Mason Experience June 2010 - January 2011
Job Manager, Consulting at Wasserman Media Group
Industry Sports
Experience
Wasserman Media Group January 2014 - Present
Wasserman Media Group September 2012 - December 2013
T. Rowe Price July 2011 - October 2012
Legg Mason June 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Data Analysis, Social Media, Microsoft Word, Research, Analysis, Marketing Strategy
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Business, Organizations & Society
Loyola Blakefield 2001 — 2006
Wasserman Media Group January 2014 - Present
Wasserman Media Group September 2012 - December 2013
T. Rowe Price July 2011 - October 2012
Legg Mason June 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Data Analysis, Social Media, Microsoft Word, Research, Analysis, Marketing Strategy
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Business, Organizations & Society
Loyola Blakefield 2001 — 2006
Monica Felix Monica Felix's Legg Mason Experience September 2015 - Present
Job Global Sales Management Analytics Intern at Legg Mason
Industry
Experience
Legg Mason September 2015 - Present
Fairfield University 2012 - Present
Charles Taylor plc May 2015 - August 2015
Fairfield University Office of Residence Life August 2014 - May 2015
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Teamwork, Time Management, Research, Leadership, Event Planning, Facebook, Communication, Data Analysis
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Mathematics
Legg Mason September 2015 - Present
Fairfield University 2012 - Present
Charles Taylor plc May 2015 - August 2015
Fairfield University Office of Residence Life August 2014 - May 2015
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Teamwork, Time Management, Research, Leadership, Event Planning, Facebook, Communication, Data Analysis
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Mathematics
Gabriel Neas's Legg Mason Experience August 2003 - December 2005
Job Senior Accountant at Safe Harbor Compliance and Clinical Services
Industry Hospital & Health Care
Experience
Safe Harbor Compliance and Clinical Services August 2014 - Present
NeuStar, Inc. June 2007 - August 2014
Smith Barney January 2006 - April 2007
Legg Mason August 2003 - December 2005
Skills
Billing Systems, Billing Process, Accounts Receivable, Accounting, General Ledger, PeopleSoft, Aging Reports, Salesforce.com, Revenue Analysis, Revenue Recognition, Financial Analysis, Customer Oriented, Customer Engagement, Customer Service, Operations Management, Cash Receipts, Disbursement, Account Management, Financial Accounting, Equity Trading, Bonds, Payments, Stock Market, Series 7, Branch Management, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Access, Corporate Finance, Finance, Economics, International Economics, Auditing, Compliance, Forecasting
Education
Emory University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Safe Harbor Compliance and Clinical Services August 2014 - Present
NeuStar, Inc. June 2007 - August 2014
Smith Barney January 2006 - April 2007
Legg Mason August 2003 - December 2005
Skills
Billing Systems, Billing Process, Accounts Receivable, Accounting, General Ledger, PeopleSoft, Aging Reports, Salesforce.com, Revenue Analysis, Revenue Recognition, Financial Analysis, Customer Oriented, Customer Engagement, Customer Service, Operations Management, Cash Receipts, Disbursement, Account Management, Financial Accounting, Equity Trading, Bonds, Payments, Stock Market, Series 7, Branch Management, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Access, Corporate Finance, Finance, Economics, International Economics, Auditing, Compliance, Forecasting
Education
Emory University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Mark H. Weisner Mark H. Weisner's Legg Mason Experience 1998 - 1999
Job Associate Attorney at Levin & Gann
Industry Law Practice
Experience
Levin & Gann March 2015 - Present
Baltimore City, Maryland 2014 - 2014
Stewart, Plant & Blumenthal, LLC 2007 - 2014
The Honorable Steven G. Chappelle 2005 - 2007
University of Baltimore Civil Advocacy Clinic 2004 - 2005
Shapiro Sher Guinot & Sandler 2004 - 2004
Tate Access Floors, Inc. 1999 - 2002
Legg Mason 1998 - 1999
Pace, Inc. 1997 - 1998
Tate Access Floors, Inc. 1996 - 1997
Skills
Legal Writing, Litigation
Education
University of Baltimore School of Law 2002 — 2005
Doctor of Law (J.D.), Class Rank 21/292 (Top 8%); G.P.A. 3.556
Loyola University Maryland 1997 — 2001
Master of Business Administration (M.B.A.), Management, G.P.A. 3.856
Frostburg State University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Accounting, G.P.A. 3.273
Levin & Gann March 2015 - Present
Baltimore City, Maryland 2014 - 2014
Stewart, Plant & Blumenthal, LLC 2007 - 2014
The Honorable Steven G. Chappelle 2005 - 2007
University of Baltimore Civil Advocacy Clinic 2004 - 2005
Shapiro Sher Guinot & Sandler 2004 - 2004
Tate Access Floors, Inc. 1999 - 2002
Legg Mason 1998 - 1999
Pace, Inc. 1997 - 1998
Tate Access Floors, Inc. 1996 - 1997
Skills
Legal Writing, Litigation
Education
University of Baltimore School of Law 2002 — 2005
Doctor of Law (J.D.), Class Rank 21/292 (Top 8%); G.P.A. 3.556
Loyola University Maryland 1997 — 2001
Master of Business Administration (M.B.A.), Management, G.P.A. 3.856
Frostburg State University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Accounting, G.P.A. 3.273
Raymond Buxton Raymond Buxton's Legg Mason Experience November 2006 - Present
Job Vice President, Business Implementation, U.S. Distribution at Legg Mason
Industry Investment Management
Experience
Legg Mason November 2006 - Present
Mellon Investor Services June 2000 - October 2006
Skills
Finance, Retirement, Mutual Funds, Separately Managed..., Contract Negotiation, Affiliate Relations, Alternative Investments, Separate Accounts, Account Management, Contract Management, Investment Management, Equities, Fixed Income, Business Relationship..., Relationship Management, Long-term Customer..., Change Management, Cross-functional Team..., Team Leadership, Strategic Leadership, Collaborative Leadership, Leadership, Team-oriented, Multifunctional, Collaboration, Competitive Landscape, Series 7, Series 6, Series 63, Asset Management, Investments, Management
Education
Fordham University 1997 — 2000
Master of Arts (M.A.), International Political Economy and Development
Mercy College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Legg Mason November 2006 - Present
Mellon Investor Services June 2000 - October 2006
Skills
Finance, Retirement, Mutual Funds, Separately Managed..., Contract Negotiation, Affiliate Relations, Alternative Investments, Separate Accounts, Account Management, Contract Management, Investment Management, Equities, Fixed Income, Business Relationship..., Relationship Management, Long-term Customer..., Change Management, Cross-functional Team..., Team Leadership, Strategic Leadership, Collaborative Leadership, Leadership, Team-oriented, Multifunctional, Collaboration, Competitive Landscape, Series 7, Series 6, Series 63, Asset Management, Investments, Management
Education
Fordham University 1997 — 2000
Master of Arts (M.A.), International Political Economy and Development
Mercy College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Jae Strnisha Jae Strnisha's Legg Mason Experience April 2014 - Present
Job Staff Accountant at Legg Mason
Industry Accounting
Experience
Legg Mason April 2014 - Present
Legg Mason June 2012 - April 2014
Gorfine, Schiller & Gardyn, PA January 2012 - June 2012
J SHOES June 2011 - September 2011
Skills
Microsoft Office, Accounting, Account Reconciliation, Microsoft Excel
Education
Towson University 2008 — 2012
Frederick Community College
Associate of Arts, Business Administration
Towson University
Bachelor of Science, Accounting
Legg Mason April 2014 - Present
Legg Mason June 2012 - April 2014
Gorfine, Schiller & Gardyn, PA January 2012 - June 2012
J SHOES June 2011 - September 2011
Skills
Microsoft Office, Accounting, Account Reconciliation, Microsoft Excel
Education
Towson University 2008 — 2012
Frederick Community College
Associate of Arts, Business Administration
Towson University
Bachelor of Science, Accounting
Rich Glazerman Rich Glazerman's Legg Mason Experience 2004 - 2010
Job Software Engineer at Square
Industry Computer Software
Experience
Square March 2015 - Present
Racemi June 2013 - March 2015
Turner Broadcasting September 2011 - June 2013
Pride Engineering, LLC May 2010 - September 2011
Legg Mason 2004 - 2010
Siebel Systems 2003 - 2004
Skills
SQL, Agile Methodologies, Tomcat, SDLC, Perl, Java, Python, GWT, XML, JavaScript, SOA, Scrum, Linux, Software Development
Education
Georgia Institute of Technology 1997 — 2002
BS, Computer Science
Square March 2015 - Present
Racemi June 2013 - March 2015
Turner Broadcasting September 2011 - June 2013
Pride Engineering, LLC May 2010 - September 2011
Legg Mason 2004 - 2010
Siebel Systems 2003 - 2004
Skills
SQL, Agile Methodologies, Tomcat, SDLC, Perl, Java, Python, GWT, XML, JavaScript, SOA, Scrum, Linux, Software Development
Education
Georgia Institute of Technology 1997 — 2002
BS, Computer Science
Timothy McTiernan Timothy McTiernan's Legg Mason Experience May 2014 - January 2015
Job BGC
Industry Financial Services
Experience
BGC Partners January 2015 - Present
Legg Mason May 2014 - January 2015
ConvergEx Group September 2012 - May 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Fairfield University 2008 — 2012
BGC Partners January 2015 - Present
Legg Mason May 2014 - January 2015
ConvergEx Group September 2012 - May 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Fairfield University 2008 — 2012
Robert T. Hoey's Legg Mason Experience June 2006 - July 2007
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Alexandra Parese's Legg Mason Experience August 2012 - January 2015
Job Regional Marketing Associate Internal Wholesaler
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Edward Gross's Legg Mason Experience June 1999 - June 2001
Job Energetic, innovative leader skilled in transforming payment systems into a competitive advantage.
Industry Financial Services
Experience
Vizant Technologies February 2015 - Present
Heartland Payment Systems March 2013 - February 2015
Capital One April 2012 - October 2012
GEICO October 2010 - April 2012
GEICO October 2005 - October 2010
GEICO September 2001 - October 2005
Legg Mason June 1999 - June 2001
Scott & Stringfellow 1994 - 1999
US Department of the Treasury May 1990 - June 1994
Skills
Business Intelligence, Payment Systems, Cash Management, Treasury Services, Payments, Analytics, Mobile Payments, Payment Card Processing, ACH, e-Payments, Fraud, Change Management, Business Strategy, Customer Retention, Customer Experience, Corporate Finance, Investments, Fundraising, Staff Development, Information Security..., Strategic Planning, Insurance, Analysis, Finance, Strategy, E-payments, Management, Business Analysis, Leadership, Executive Management
Education
WT Woodson HS
WT Woodson HS
Guilford College 1985 — 1989
BA, Economics and Political Science
Georgetown University 1992 — 1994
Graduate studies in Public Policy
Universidad de Guadalajara 1988 — 1988
Economics
Vizant Technologies February 2015 - Present
Heartland Payment Systems March 2013 - February 2015
Capital One April 2012 - October 2012
GEICO October 2010 - April 2012
GEICO October 2005 - October 2010
GEICO September 2001 - October 2005
Legg Mason June 1999 - June 2001
Scott & Stringfellow 1994 - 1999
US Department of the Treasury May 1990 - June 1994
Skills
Business Intelligence, Payment Systems, Cash Management, Treasury Services, Payments, Analytics, Mobile Payments, Payment Card Processing, ACH, e-Payments, Fraud, Change Management, Business Strategy, Customer Retention, Customer Experience, Corporate Finance, Investments, Fundraising, Staff Development, Information Security..., Strategic Planning, Insurance, Analysis, Finance, Strategy, E-payments, Management, Business Analysis, Leadership, Executive Management
Education
WT Woodson HS
WT Woodson HS
Guilford College 1985 — 1989
BA, Economics and Political Science
Georgetown University 1992 — 1994
Graduate studies in Public Policy
Universidad de Guadalajara 1988 — 1988
Economics
Thomas P. Wareham's Legg Mason Experience August 1997 - April 1998
Job Lead Earned Value Analyst at IBM Global Business Services
Industry Financial Services
Experience
IBM Global Business Services September 2007 - Present
IBM Global Business Services November 2006 - September 2007
IBM Global Financing, Sales July 1999 - November 2006
IBM Global Financing, Sales March 2005 - July 2006
IBM Global Financing, Sales April 1998 - July 1999
Legg Mason August 1997 - April 1998
Skills
Process Improvement, Forecasting, Analysis, Financial Analysis, Budgets, Team Leadership, Negotiation, Procurement, Program Management, Business Process..., Project Management, Cross-functional Team..., Account Management, Variance Analysis, Earned Value Management, Contract Negotiation, Financial Reporting, Contract Management, Finance, PMO, Lease Administration, Microsoft Excel, Microsoft Office, Leadership, Accounting, CRM, Risk Management, Customer Satisfaction, Management Consulting, Business Process, ERP, Business Intelligence, Strategy, Business Development, Vendor Management, Outsourcing, Business Analysis, Management, Requirements Analysis, Customer Service
Education
Frostburg State University
BS
Thomas S. Wootton H.S.
IBM Global Business Services September 2007 - Present
IBM Global Business Services November 2006 - September 2007
IBM Global Financing, Sales July 1999 - November 2006
IBM Global Financing, Sales March 2005 - July 2006
IBM Global Financing, Sales April 1998 - July 1999
Legg Mason August 1997 - April 1998
Skills
Process Improvement, Forecasting, Analysis, Financial Analysis, Budgets, Team Leadership, Negotiation, Procurement, Program Management, Business Process..., Project Management, Cross-functional Team..., Account Management, Variance Analysis, Earned Value Management, Contract Negotiation, Financial Reporting, Contract Management, Finance, PMO, Lease Administration, Microsoft Excel, Microsoft Office, Leadership, Accounting, CRM, Risk Management, Customer Satisfaction, Management Consulting, Business Process, ERP, Business Intelligence, Strategy, Business Development, Vendor Management, Outsourcing, Business Analysis, Management, Requirements Analysis, Customer Service
Education
Frostburg State University
BS
Thomas S. Wootton H.S.
Joe Gartrell's Legg Mason Experience May 2004 - May 2005
Job I'm ardent in the pursuit of exceptional organizational and individual performance
Industry Banking
Experience
USAA November 2010 - Present
Grand Canyon University April 2012 - Present
Hallmark University January 2014 - Present
Joe Gartrell, Inc. June 2010 - October 2010
The University of British Columbia August 2008 - May 2010
JPMorgan Chase June 2005 - December 2007
Metropolitan College of New York April 2007 - August 2007
Legg Mason May 2004 - May 2005
SouthernSkies Communications Group, Inc. January 2000 - March 2003
Cox Communications June 1999 - January 2000
Skills
Project Management, Management, Activity Based Costing, Organizational..., Curriculum Development, Team Building, Teaching, Statistics, Public Speaking, Process Improvement, Mentoring, Continuous Improvement, Coaching, Performance Management, Product Development, Writing, Change Management, Process Engineering, Six Sigma, Business Process..., Strategic Planning, Organizational..., Cross-functional Team..., Risk Management, Business Management, Project Planning, Program Management, Analysis, Leadership, Operations Management, Entrepreneurship, Policy, Strategy, Business Analysis, Quality Assurance, Training, Budgets, Lean Manufacturing, Data Analysis, Government, Team Leadership, Team Management, Microsoft Office, Management Consulting, Leadership Development
Education
Grand Canyon University 2012 — 2015
PhD student (ABD), Industrial and Organizational Psychology
Nova Southeastern University 1996 — 1997
Doctor of Business Administration program
Embry-Riddle Aeronautical University 1992 — 1994
MS, Aeronautical Science
University of Phoenix 1988 — 1991
BA, Management
University of Arizona 1979 — 1980
Business Economics program
Sabino High School 1977 — 1979
Diploma
Palo Verde High School 1975 — 1977
USAA November 2010 - Present
Grand Canyon University April 2012 - Present
Hallmark University January 2014 - Present
Joe Gartrell, Inc. June 2010 - October 2010
The University of British Columbia August 2008 - May 2010
JPMorgan Chase June 2005 - December 2007
Metropolitan College of New York April 2007 - August 2007
Legg Mason May 2004 - May 2005
SouthernSkies Communications Group, Inc. January 2000 - March 2003
Cox Communications June 1999 - January 2000
Skills
Project Management, Management, Activity Based Costing, Organizational..., Curriculum Development, Team Building, Teaching, Statistics, Public Speaking, Process Improvement, Mentoring, Continuous Improvement, Coaching, Performance Management, Product Development, Writing, Change Management, Process Engineering, Six Sigma, Business Process..., Strategic Planning, Organizational..., Cross-functional Team..., Risk Management, Business Management, Project Planning, Program Management, Analysis, Leadership, Operations Management, Entrepreneurship, Policy, Strategy, Business Analysis, Quality Assurance, Training, Budgets, Lean Manufacturing, Data Analysis, Government, Team Leadership, Team Management, Microsoft Office, Management Consulting, Leadership Development
Education
Grand Canyon University 2012 — 2015
PhD student (ABD), Industrial and Organizational Psychology
Nova Southeastern University 1996 — 1997
Doctor of Business Administration program
Embry-Riddle Aeronautical University 1992 — 1994
MS, Aeronautical Science
University of Phoenix 1988 — 1991
BA, Management
University of Arizona 1979 — 1980
Business Economics program
Sabino High School 1977 — 1979
Diploma
Palo Verde High School 1975 — 1977
Francis Gallagher Francis Gallagher's Legg Mason Experience May 1997 - November 2005
Job Managing Partner at Charlesmead Advisors, LLC
Industry Financial Services
Experience
Charlesmead Advisors, LLC May 2011 - Present
Stifel Nicolaus Weisel December 2005 - May 2011
Legg Mason May 1997 - November 2005
Legg Mason Wood Walker, Inc. 1997 - 2005
Venable LLP 1993 - 1997
Pillsbury Winthrop Shaw Pittman 1991 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Private Placements, Management, Executive Management, Strategic Planning, Start-ups, Mergers, Valuation, Strategy, Investments, Entrepreneurship, Investment Banking, Finance, Portfolio Management, LBO, Asset Management, Investor Relations, Business Development, Contract Negotiation, Strategic Partnerships, Financial Analysis, Private Equity, M&A experience, Business Valuation, Capital Markets
Education
New York University 1985 — 1986
Georgetown University Law Center 1983 — 1986
Doctor of Law (J.D.)
Georgetown University 1977 — 1981
Bachelor of Arts (B.A.), History
Charlesmead Advisors, LLC May 2011 - Present
Stifel Nicolaus Weisel December 2005 - May 2011
Legg Mason May 1997 - November 2005
Legg Mason Wood Walker, Inc. 1997 - 2005
Venable LLP 1993 - 1997
Pillsbury Winthrop Shaw Pittman 1991 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Private Placements, Management, Executive Management, Strategic Planning, Start-ups, Mergers, Valuation, Strategy, Investments, Entrepreneurship, Investment Banking, Finance, Portfolio Management, LBO, Asset Management, Investor Relations, Business Development, Contract Negotiation, Strategic Partnerships, Financial Analysis, Private Equity, M&A experience, Business Valuation, Capital Markets
Education
New York University 1985 — 1986
Georgetown University Law Center 1983 — 1986
Doctor of Law (J.D.)
Georgetown University 1977 — 1981
Bachelor of Arts (B.A.), History
Stephanie Milano's Legg Mason Experience January 2015 - April 2015
Job Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
Legg Mason January 2015 - April 2015
Fordham University January 2015 - April 2015
Pfizer June 2014 - August 2014
AgriCapital Corporation January 2014 - May 2014
Rexton Realty July 2012 - December 2013
Allegro Sanitation Corporation June 2009 - August 2011
Skills
Organization, Microsoft Office, Eye for Details, Communication Skills, Luxury Lifestyle, CoStar, Invoicing, Accounts Receivable, Teamwork, Close Attention to..., Bank Reconciliation, Marketing, Leadership, Microsoft Word, Finance, Microsoft Excel, Social Networking, PowerPoint, Facebook, Access, Spanish, Financial Analysis, Social Media, Communication
Education
Fordham University 2011 — 2015
Bachelor of Science, Finance, General
Stuart Country Day School of the Sacred Heart 2007 — 2011
High School Diploma
Prudential Financial June 2015 - Present
Legg Mason January 2015 - April 2015
Fordham University January 2015 - April 2015
Pfizer June 2014 - August 2014
AgriCapital Corporation January 2014 - May 2014
Rexton Realty July 2012 - December 2013
Allegro Sanitation Corporation June 2009 - August 2011
Skills
Organization, Microsoft Office, Eye for Details, Communication Skills, Luxury Lifestyle, CoStar, Invoicing, Accounts Receivable, Teamwork, Close Attention to..., Bank Reconciliation, Marketing, Leadership, Microsoft Word, Finance, Microsoft Excel, Social Networking, PowerPoint, Facebook, Access, Spanish, Financial Analysis, Social Media, Communication
Education
Fordham University 2011 — 2015
Bachelor of Science, Finance, General
Stuart Country Day School of the Sacred Heart 2007 — 2011
High School Diploma
Patrick Guerin's Legg Mason Experience January 2004 - July 2011
Job Procurement Manager at Smartlink, LLC
Industry Staffing and Recruiting
Experience
Smartlink, LLC June 2014 - Present
TEKsystems October 2011 - May 2014
Legg Mason January 2004 - July 2011
Joppa Liquors Inc August 2001 - February 2006
Legg Mason April 2003 - January 2004
Skills
Vendor Management, PeopleSoft, Risk Management, Contract Negotiation, Analysis, Procurement, Business Analysis, Financial Analysis, Management, Budgets
Education
University of Baltimore 1999 — 2002
MBA, Business Administration
Frostburg State University 1995 — 1999
BS, Business Administration
Calvert Hall College High School 1991 — 1995
St. Michael's
Smartlink, LLC June 2014 - Present
TEKsystems October 2011 - May 2014
Legg Mason January 2004 - July 2011
Joppa Liquors Inc August 2001 - February 2006
Legg Mason April 2003 - January 2004
Skills
Vendor Management, PeopleSoft, Risk Management, Contract Negotiation, Analysis, Procurement, Business Analysis, Financial Analysis, Management, Budgets
Education
University of Baltimore 1999 — 2002
MBA, Business Administration
Frostburg State University 1995 — 1999
BS, Business Administration
Calvert Hall College High School 1991 — 1995
St. Michael's
Jay Velasco Jay Velasco's Legg Mason Experience January 2014 - Present
Job Associate at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason January 2014 - Present
Independent May 2014 - July 2014
FLAG Capital Management, LLC November 2013 - January 2014
Legg Mason February 2013 - September 2013
Pavé Life February 2012 - August 2012
Skills
SQL, Java, MySQL, Web Applications, Microsoft SQL Server, HTML, C#, Microsoft Excel, PHP, CSS, VBA, Public Speaking, JavaScript, jQuery, Excel, VB6, AngularJS, MVC, Bootstrap, SASS
Education
Fordham University
Master of Science (M.S.), Cybersecurity
Iona College 2013 — 2014
Master's degree, Computer Science
Iona College 2008 — 2013
Bachelor of Arts (B.A.), Computer Science
NYU School of Professional Studies
Legg Mason January 2014 - Present
Independent May 2014 - July 2014
FLAG Capital Management, LLC November 2013 - January 2014
Legg Mason February 2013 - September 2013
Pavé Life February 2012 - August 2012
Skills
SQL, Java, MySQL, Web Applications, Microsoft SQL Server, HTML, C#, Microsoft Excel, PHP, CSS, VBA, Public Speaking, JavaScript, jQuery, Excel, VB6, AngularJS, MVC, Bootstrap, SASS
Education
Fordham University
Master of Science (M.S.), Cybersecurity
Iona College 2013 — 2014
Master's degree, Computer Science
Iona College 2008 — 2013
Bachelor of Arts (B.A.), Computer Science
NYU School of Professional Studies
Beth McAuley O'Malley Beth McAuley O'Malley's Legg Mason Experience February 2014 - Present
Job Associate General Counsel at Legg Mason
Industry Law Practice
Experience
Legg Mason February 2014 - Present
DLA Piper September 2004 - January 2014
Skills
Corporate Governance, Corporate Law, Equities, Legal Writing, Mergers, Securities
Education
Fordham Law School 2001 — 2004
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Arts (BA), English Language and Literature/Letters
Legg Mason February 2014 - Present
DLA Piper September 2004 - January 2014
Skills
Corporate Governance, Corporate Law, Equities, Legal Writing, Mergers, Securities
Education
Fordham Law School 2001 — 2004
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Arts (BA), English Language and Literature/Letters
Matthew Scanlon Matthew Scanlon's Legg Mason Experience October 2011 - Present
Job Regional Director Twin Cities
Industry Financial Services
Experience
Legg Mason October 2011 - Present
Legg Mason 2008 - October 2011
UBS Wealth Management 2008 - 2008
Education
Fairfield University
BS, Finance and Relationship Marketing
Legg Mason October 2011 - Present
Legg Mason 2008 - October 2011
UBS Wealth Management 2008 - 2008
Education
Fairfield University
BS, Finance and Relationship Marketing
Keri Ann Nuzzi Keri Ann Nuzzi's Legg Mason Experience January 2013 - Present
Job AVP, Account Service Manager
Industry Investment Management
Experience
Legg Mason January 2013 - Present
Legg Mason October 2011 - December 2012
Skills
Investments, Finance, PowerPoint, Microsoft Office, Mutual Funds, Sales, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance/Economics
Regent's College
Legg Mason January 2013 - Present
Legg Mason October 2011 - December 2012
Skills
Investments, Finance, PowerPoint, Microsoft Office, Mutual Funds, Sales, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance/Economics
Regent's College
Helena Subotin Helena Subotin's Legg Mason Experience December 2006 - July 2011
Job Business Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2012 - Present
Legg Mason December 2006 - July 2011
Okumus Capital April 2004 - December 2006
Citigroup April 2004 - May 2004
Skills
Business Objects, Excel, Business Analysis
Education
Fordham University 1997 — 2001
BS, Finance
Fordham University
Bachelor of Science, Finance
Mutual of America February 2012 - Present
Legg Mason December 2006 - July 2011
Okumus Capital April 2004 - December 2006
Citigroup April 2004 - May 2004
Skills
Business Objects, Excel, Business Analysis
Education
Fordham University 1997 — 2001
BS, Finance
Fordham University
Bachelor of Science, Finance
James Tennies James Tennies's Legg Mason Experience 1997 - 2001
Job Owner, InCap Group, Inc.
Industry Financial Services
Experience
InCap Group, Inc. 2001 - Present
Legg Mason 1997 - 2001
Legg Mason 1994 - 1997
Covington & Burling 1989 - 1994
United States Court of Appeals 1988 - 1989
Skills
Asset Managment, Mergers, Asset Management, Mergers & Acquisitions, Corporate Finance, Management, Investment Management, Management Consulting, Venture Capital, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Securities, Private Equity, Corporate Law
Education
Yale Law School 1985 — 1988
JD, Law
Franklin & Marshall College 1981 — 1985
BA, History, Government
InCap Group, Inc. 2001 - Present
Legg Mason 1997 - 2001
Legg Mason 1994 - 1997
Covington & Burling 1989 - 1994
United States Court of Appeals 1988 - 1989
Skills
Asset Managment, Mergers, Asset Management, Mergers & Acquisitions, Corporate Finance, Management, Investment Management, Management Consulting, Venture Capital, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Securities, Private Equity, Corporate Law
Education
Yale Law School 1985 — 1988
JD, Law
Franklin & Marshall College 1981 — 1985
BA, History, Government
Camila Leal Camila Leal's Legg Mason Experience September 2015 - Present
Job Global marketing specialist
Industry Financial Services
Experience
Legg Mason September 2015 - Present
Fairfield University September 2012 - May 2015
The Club Car Bar & Restaurant May 2013 - November 2014
Shanghai Metal Corporation June 2014 - August 2014
Key Kids English Institute June 2014 - August 2014
Children International May 2013 - July 2013
JW Tumbles September 2009 - May 2011
Skills
Spanish, International Relations, International Market..., Microsoft Excel, International Trade, Teamwork, Research, Microsoft Word, Customer Service, Team Leadership, Public Speaking, Market Research, Microsoft Office, Economics
Education
Fairfield University 2011 — 2015
Bachelor's degree, International Business, Minor: Management
Legg Mason September 2015 - Present
Fairfield University September 2012 - May 2015
The Club Car Bar & Restaurant May 2013 - November 2014
Shanghai Metal Corporation June 2014 - August 2014
Key Kids English Institute June 2014 - August 2014
Children International May 2013 - July 2013
JW Tumbles September 2009 - May 2011
Skills
Spanish, International Relations, International Market..., Microsoft Excel, International Trade, Teamwork, Research, Microsoft Word, Customer Service, Team Leadership, Public Speaking, Market Research, Microsoft Office, Economics
Education
Fairfield University 2011 — 2015
Bachelor's degree, International Business, Minor: Management
Toan Nguyen-Dinh's Legg Mason Experience June 2007 - July 2011
Job Senior Software Engineer at Core Informatics
Industry Computer Software
Experience
Core Informatics October 2011 - Present
Legg Mason June 2007 - July 2011
Intertech Media May 2006 - June 2007
International Aero Engines May 2005 - May 2006
Skills
PHP, JavaScript, Perl, Java, MySQL, CSS, AJAX, CMS, XSLT, SQL, Sybase, HTML, Oracle, SDLC, XML, DHTML, Microsoft SQL Server, Batch Programming, Unix Shell Scripting, Programming, Software Development
Education
The University of Connecticut School of Business 2012 — 2016
Master of Business Administration (MBA), IT Management and International Business, 4.0
University of Connecticut 2001 — 2005
BSE, Computer Science and Engineering, 3.3
EMLYON Business School
EMLYON Business School
Core Informatics October 2011 - Present
Legg Mason June 2007 - July 2011
Intertech Media May 2006 - June 2007
International Aero Engines May 2005 - May 2006
Skills
PHP, JavaScript, Perl, Java, MySQL, CSS, AJAX, CMS, XSLT, SQL, Sybase, HTML, Oracle, SDLC, XML, DHTML, Microsoft SQL Server, Batch Programming, Unix Shell Scripting, Programming, Software Development
Education
The University of Connecticut School of Business 2012 — 2016
Master of Business Administration (MBA), IT Management and International Business, 4.0
University of Connecticut 2001 — 2005
BSE, Computer Science and Engineering, 3.3
EMLYON Business School
EMLYON Business School
Lucia Marquez, CFA's Legg Mason Experience June 2007 - August 2007
Job VP of Finance at mobile payments platform
Industry Internet
Experience
Macquarie Group November 2011 - July 2013
HSBC July 2008 - October 2011
Legg Mason June 2007 - August 2007
Forest Investment Management March 2004 - April 2006
Peace Corps October 2001 - November 2003
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Analysis, Economics, Due Diligence, Equities, Asset Management, Banking, Finance, Business Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2008
Master of Arts (M.A.)
Georgetown University
Bachelor
Macquarie Group November 2011 - July 2013
HSBC July 2008 - October 2011
Legg Mason June 2007 - August 2007
Forest Investment Management March 2004 - April 2006
Peace Corps October 2001 - November 2003
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Analysis, Economics, Due Diligence, Equities, Asset Management, Banking, Finance, Business Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2008
Master of Arts (M.A.)
Georgetown University
Bachelor
Deborah Roberts's Legg Mason Experience September 2004 - January 2008
Job Head of Household
Industry Individual & Family Services
Experience
Roberts Household January 2008 - Present
Legg Mason September 2004 - January 2008
Morgan Stanley Investment Management December 2001 - August 2004
Morgan Stanley Asset Management 2001 - 2004
Morgan Stanley Investment Management June 1997 - December 2001
Mackenzie Ivy Funds June 1992 - May 1995
Skills
Strategy, Mutual Funds, Financial Services, Management, Market Research, Alternative Investments, Marketing
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Business
Tufts University 1988 — 1992
Christ Church Episcopal School 1977 — 1988
High School, n/a
Roberts Household January 2008 - Present
Legg Mason September 2004 - January 2008
Morgan Stanley Investment Management December 2001 - August 2004
Morgan Stanley Asset Management 2001 - 2004
Morgan Stanley Investment Management June 1997 - December 2001
Mackenzie Ivy Funds June 1992 - May 1995
Skills
Strategy, Mutual Funds, Financial Services, Management, Market Research, Alternative Investments, Marketing
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Business
Tufts University 1988 — 1992
Christ Church Episcopal School 1977 — 1988
High School, n/a
Christine (Knighton)Peacock's Legg Mason Experience July 2006 - January 2011
Job Managing Director, Head of Human Resources at Signal Hill, LLC
Industry Financial Services
Experience
Signal Hill Capital January 2015 - Present
Signal Hill Capital January 2011 - December 2014
Legg Mason July 2006 - January 2011
Maxim Healthcare Services 1997 - 2006
Skills
Mergers & Acquisitions, Employee Benefits, Human Resources, Talent Management, Talent Acquisition, Recruiting, Investment Banking, Financial Analysis, Investments, Strategic Planning, Asset Management, Staff Development, Strategy, Financial Modeling, Management, Leadership
Education
Emory University 1992 — 1995
The Johns Hopkins University - Carey Business School
MBA, Organization Development
Signal Hill Capital January 2015 - Present
Signal Hill Capital January 2011 - December 2014
Legg Mason July 2006 - January 2011
Maxim Healthcare Services 1997 - 2006
Skills
Mergers & Acquisitions, Employee Benefits, Human Resources, Talent Management, Talent Acquisition, Recruiting, Investment Banking, Financial Analysis, Investments, Strategic Planning, Asset Management, Staff Development, Strategy, Financial Modeling, Management, Leadership
Education
Emory University 1992 — 1995
The Johns Hopkins University - Carey Business School
MBA, Organization Development
Daniel Sack, CPA's Legg Mason Experience January 2005 - January 2008
Job Private Equity Portfolio Accounting at Starwood Energy Group
Industry Oil & Energy
Experience
Starwood Energy Group July 2015 - Present
First Reserve Corporation April 2013 - July 2015
PwC 2011 - April 2013
AllianceBernstein 2008 - 2011
Legg Mason January 2005 - January 2008
Hewitt Associates 2003 - 2005
GE Asset Management 2003 - 2004
Skills
Tax Accounting, Financial Accounting, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Valuation, Fixed Income, Asset Management, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Accounting
Sacred Heart University 2000 — 2003
Starwood Energy Group July 2015 - Present
First Reserve Corporation April 2013 - July 2015
PwC 2011 - April 2013
AllianceBernstein 2008 - 2011
Legg Mason January 2005 - January 2008
Hewitt Associates 2003 - 2005
GE Asset Management 2003 - 2004
Skills
Tax Accounting, Financial Accounting, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Valuation, Fixed Income, Asset Management, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Accounting
Sacred Heart University 2000 — 2003
Jon Scolamiero's Legg Mason Experience May 2003 - September 2004
Job Sr. Application Developer – E&P at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips November 2013 - Present
Chesapeake Energy February 2007 - October 2013
Antek Healthware February 2006 - December 2006
Campbell & Company 2004 - 2006
Legg Mason May 2003 - September 2004
Eaton Vance May 2002 - August 2002
Tradewind May 2000 - November 2000
Skills
.NET, C#, Agile Methodologies, Software Development, AngularJS, Scrum, JavaScript, REST, HTML 5, T-SQL, TDD, Enterprise Architecture, Microsoft SQL Server, SSRS, SQL, ASP.NET, SharePoint, WCF, ASP.NET MVC, Visual Studio, Databases, TFS, Web Services, Web Applications, Oracle, XML, WPF, SSIS, LINQ, ASP, MVC, Test Driven Development, Database Design, IIS, Entity Framework, HTML, Visio, WinForms, WebAPI, jQuery, JSON, PL/SQL, Team Pulse, Social Media, VB.NET, Visual Basic, SOA, ADO.NET, Silverlight
Education
Geneva College 1999 — 2003
Bachelor of Science, Computer Science
ConocoPhillips November 2013 - Present
Chesapeake Energy February 2007 - October 2013
Antek Healthware February 2006 - December 2006
Campbell & Company 2004 - 2006
Legg Mason May 2003 - September 2004
Eaton Vance May 2002 - August 2002
Tradewind May 2000 - November 2000
Skills
.NET, C#, Agile Methodologies, Software Development, AngularJS, Scrum, JavaScript, REST, HTML 5, T-SQL, TDD, Enterprise Architecture, Microsoft SQL Server, SSRS, SQL, ASP.NET, SharePoint, WCF, ASP.NET MVC, Visual Studio, Databases, TFS, Web Services, Web Applications, Oracle, XML, WPF, SSIS, LINQ, ASP, MVC, Test Driven Development, Database Design, IIS, Entity Framework, HTML, Visio, WinForms, WebAPI, jQuery, JSON, PL/SQL, Team Pulse, Social Media, VB.NET, Visual Basic, SOA, ADO.NET, Silverlight
Education
Geneva College 1999 — 2003
Bachelor of Science, Computer Science
Yuejuan Weng, CFA, CPA's Legg Mason Experience June 2006 - December 2006
Job Director of Capital Market Greenland Forest City Partners
Industry Real Estate
Experience
Greenland Forest City Partners April 2014 - Present
Ernst & Young August 2011 - January 2014
KPMG LLP June 2007 - August 2011
Legg Mason June 2006 - December 2006
Venture Corporation September 2004 - August 2005
PwC August 2000 - August 2004
Skills
• Holder of the..., Certified Public..., Fluent in English,..., Mergers, Due Diligence, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance and Accounting, 3.83
Fudan University 1996 — 2000
Bachelor, Economics, 3.32
Greenland Forest City Partners April 2014 - Present
Ernst & Young August 2011 - January 2014
KPMG LLP June 2007 - August 2011
Legg Mason June 2006 - December 2006
Venture Corporation September 2004 - August 2005
PwC August 2000 - August 2004
Skills
• Holder of the..., Certified Public..., Fluent in English,..., Mergers, Due Diligence, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance and Accounting, 3.83
Fudan University 1996 — 2000
Bachelor, Economics, 3.32
Carey Pitman's Legg Mason Experience December 2005 - August 2006
Job Vice President, Relationship Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Leah De Freitas's Legg Mason Experience August 1996 - May 1997
Job Content Strategist at M&T Bank
Industry Marketing and Advertising
Experience
M&T Bank November 2009 - Present
RMS Omega Technologies May 2009 - October 2009
Provident Bank January 2008 - May 2009
Cecil County Connections Magazine October 2007 - 2009
XIGroup December 2005 - October 2007
Residential Title & Escrow Company June 2003 - December 2005
The Baltimore Sun February 1998 - May 2003
The Baltimore Sun February 1998 - March 2001
The Baltimore Sun June 1997 - February 1998
Legg Mason August 1996 - May 1997
Skills
SEO, Social Media, Marketing, Strategy, Integrated Marketing, Leadership, Marketing Strategy, Marketing Communications
Education
University of Baltimore 2000 — 2002
MA, Publications Design
Towson University 1994 — 1996
BS, Mass Communications
Essex Community College 1992 — 1994
AA, Mass Communications
Perry Hall High School 1988 — 1992
High School Diploma
M&T Bank November 2009 - Present
RMS Omega Technologies May 2009 - October 2009
Provident Bank January 2008 - May 2009
Cecil County Connections Magazine October 2007 - 2009
XIGroup December 2005 - October 2007
Residential Title & Escrow Company June 2003 - December 2005
The Baltimore Sun February 1998 - May 2003
The Baltimore Sun February 1998 - March 2001
The Baltimore Sun June 1997 - February 1998
Legg Mason August 1996 - May 1997
Skills
SEO, Social Media, Marketing, Strategy, Integrated Marketing, Leadership, Marketing Strategy, Marketing Communications
Education
University of Baltimore 2000 — 2002
MA, Publications Design
Towson University 1994 — 1996
BS, Mass Communications
Essex Community College 1992 — 1994
AA, Mass Communications
Perry Hall High School 1988 — 1992
High School Diploma
Viktoriya Metelitsa's Legg Mason Experience June 2008 - June 2011
Job Business Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors December 2013 - Present
ING Investment Management June 2011 - December 2013
Legg Mason June 2008 - June 2011
Federal Home Loan Bank of New York September 2007 - May 2008
Merrill Lynch - Global Private Client June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Equities, Operational Risk, Fixed Income, Asset Management, Wealth Management, Risk Management, Finance
Education
Fordham University 2004 — 2008
BS, Finance
Dimensional Fund Advisors December 2013 - Present
ING Investment Management June 2011 - December 2013
Legg Mason June 2008 - June 2011
Federal Home Loan Bank of New York September 2007 - May 2008
Merrill Lynch - Global Private Client June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Equities, Operational Risk, Fixed Income, Asset Management, Wealth Management, Risk Management, Finance
Education
Fordham University 2004 — 2008
BS, Finance
Matt Magsig's Legg Mason Experience December 2005 - September 2009
Job Vice President, Mutual Fund and SMA sales at Prudential Investments
Industry Financial Services
Experience
Prudential Investments October 2009 - Present
Legg Mason December 2005 - September 2009
Education
Fairfield University 1998 — 2001
Prudential Investments October 2009 - Present
Legg Mason December 2005 - September 2009
Education
Fairfield University 1998 — 2001
Cliff Athey's Legg Mason Experience April 2001 - June 2003
Job Sr Analyst/Portfolio Manager at Marathon Capital Management
Industry Investment Management
Experience
Marathon Capital Management August 2015 - Present
Wunderlich Securities August 2011 - July 2015
Avondale Partners LLC July 2005 - June 2011
Legg Mason April 2001 - June 2003
Skills
Equities, Equity Research, Bloomberg, Series 7, Asset Managment, Series 63, Financial Markets, Alternative Investments, Capital Markets, Hedge Funds, Investments, Trading, Valuation, Asset Management, Wealth Management, Securities
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business Administration and Management, General
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Marathon Capital Management August 2015 - Present
Wunderlich Securities August 2011 - July 2015
Avondale Partners LLC July 2005 - June 2011
Legg Mason April 2001 - June 2003
Skills
Equities, Equity Research, Bloomberg, Series 7, Asset Managment, Series 63, Financial Markets, Alternative Investments, Capital Markets, Hedge Funds, Investments, Trading, Valuation, Asset Management, Wealth Management, Securities
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business Administration and Management, General
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Frank Petkunas's Legg Mason Experience 1998 - 1999
Job Senior Vice President DCT Industrial
Industry Real Estate
Experience
DCT Industrial October 2014 - Present
IDI Gazeley Brookfield Logistics Properties July 2005 - October 2014
Trammell Crow Company January 2001 - June 2005
Opus 1996 - 2001
Legg Mason 1998 - 1999
RREEF 1993 - 1996
Coakley & Williams Construction, Inc. December 1990 - March 1993
Skills
Real Estate Development, Asset Management, Portfolio Management, Real Estate, Financial Analysis, Negotiation, Real Estate Investment, Investments, Dispositions, Contract Negotiation, Site Selection, Land Acquisition, Real Estate Finance, Real Estate Transactions, Real Estate Negotiation, International Real..., Asset Managment, Acquisitions, Industrial Real Estate, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Investment Properties, Leases, Location Intelligence, Real Estate Economics
Education
Georgetown University - The McDonough School of Business
MBA, International Business
The Johns Hopkins University - Carey Business School
MS Finance, Real Estate
University of Maryland College Park
BS
DCT Industrial October 2014 - Present
IDI Gazeley Brookfield Logistics Properties July 2005 - October 2014
Trammell Crow Company January 2001 - June 2005
Opus 1996 - 2001
Legg Mason 1998 - 1999
RREEF 1993 - 1996
Coakley & Williams Construction, Inc. December 1990 - March 1993
Skills
Real Estate Development, Asset Management, Portfolio Management, Real Estate, Financial Analysis, Negotiation, Real Estate Investment, Investments, Dispositions, Contract Negotiation, Site Selection, Land Acquisition, Real Estate Finance, Real Estate Transactions, Real Estate Negotiation, International Real..., Asset Managment, Acquisitions, Industrial Real Estate, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Investment Properties, Leases, Location Intelligence, Real Estate Economics
Education
Georgetown University - The McDonough School of Business
MBA, International Business
The Johns Hopkins University - Carey Business School
MS Finance, Real Estate
University of Maryland College Park
BS
Christopher Sullivan, CFA's Legg Mason Experience 1995 - 1997
Job Vice President Senior Investment Advisor at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company December 2002 - Present
T. Rowe Price 1997 - 2002
Legg Mason 1995 - 1997
Education
The Johns Hopkins University - Carey Business School
MBA, Finance
Towson University
BS, Economics
George Mason University 1989 — 1993
Wilmington Trust Company December 2002 - Present
T. Rowe Price 1997 - 2002
Legg Mason 1995 - 1997
Education
The Johns Hopkins University - Carey Business School
MBA, Finance
Towson University
BS, Economics
George Mason University 1989 — 1993
James Rubin's Legg Mason Experience 2001 - 2004
Job Owner/Business Developer/Capture Manager/Expert Systems Engineer at Rubin Consulting
Industry Management Consulting
Experience
Rubin Consulting November 1995 - Present
GS5, LLC June 2012 - February 2013
ICF International August 2010 - November 2011
JIEDDO Consultant April 2010 - August 2010
The Center for Organizational Excellence July 2009 - May 2010
George Mason University 2007 - 2008
Serco 2005 - 2008
Legg Mason 2001 - 2004
Veterans Small Business 1995 - 2001
US Navy December 1979 - November 1995
Skills
Program Management, Strategic Planning, DoD, Defense, Security Clearance, Process Improvement, Team Building, Operations Management, Government, Proposal Writing, Performance Management, Change Management, Military, Contract Negotiation, Organizational..., New Business Development, Team Leadership, Risk Management, Budgeting, Customer Relations, Organizational..., Problem Solving, Knowledge Management, Business Strategy, Logistics, Leadership Development, PMP, Mentoring, Research, Requirements Analysis, Negotiation, Coaching, Navy, Executive Management, Cross-functional Team..., Management Consulting, Government Contracting, Project Management, Strategy, Business Process..., Leadership, National Security, Management, Earned Value Management, Project Planning, Budgets
Education
Naval Postgraduate School 1984 — 1986
MS, Aeronautical Engineering
Purdue University 1977 — 1979
BS, Mathematics (CS and Statistics)
George Mason University
Rubin Consulting November 1995 - Present
GS5, LLC June 2012 - February 2013
ICF International August 2010 - November 2011
JIEDDO Consultant April 2010 - August 2010
The Center for Organizational Excellence July 2009 - May 2010
George Mason University 2007 - 2008
Serco 2005 - 2008
Legg Mason 2001 - 2004
Veterans Small Business 1995 - 2001
US Navy December 1979 - November 1995
Skills
Program Management, Strategic Planning, DoD, Defense, Security Clearance, Process Improvement, Team Building, Operations Management, Government, Proposal Writing, Performance Management, Change Management, Military, Contract Negotiation, Organizational..., New Business Development, Team Leadership, Risk Management, Budgeting, Customer Relations, Organizational..., Problem Solving, Knowledge Management, Business Strategy, Logistics, Leadership Development, PMP, Mentoring, Research, Requirements Analysis, Negotiation, Coaching, Navy, Executive Management, Cross-functional Team..., Management Consulting, Government Contracting, Project Management, Strategy, Business Process..., Leadership, National Security, Management, Earned Value Management, Project Planning, Budgets
Education
Naval Postgraduate School 1984 — 1986
MS, Aeronautical Engineering
Purdue University 1977 — 1979
BS, Mathematics (CS and Statistics)
George Mason University
Brian Pierson's Legg Mason Experience May 2009 - January 2011
Job Treasury Manager at Infor
Industry Information Technology and Services
Experience
Infor April 2014 - Present
Ciena January 2011 - April 2014
Legg Mason May 2009 - January 2011
Legg Mason May 2006 - May 2009
Legg Mason March 2004 - May 2006
Skills
Financial Analysis, Cash Management, Hedging, Treasury, Financial Statements, Foreign Exchange, Corporate Finance, Treasury Management, Cash Flow Forecasting, Investment Management, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2015 — 2017
Master’s Degree, Taxation
The Johns Hopkins University - Carey Business School 2006 — 2008
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS Business Administration, Finance & International Business
Infor April 2014 - Present
Ciena January 2011 - April 2014
Legg Mason May 2009 - January 2011
Legg Mason May 2006 - May 2009
Legg Mason March 2004 - May 2006
Skills
Financial Analysis, Cash Management, Hedging, Treasury, Financial Statements, Foreign Exchange, Corporate Finance, Treasury Management, Cash Flow Forecasting, Investment Management, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2015 — 2017
Master’s Degree, Taxation
The Johns Hopkins University - Carey Business School 2006 — 2008
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS Business Administration, Finance & International Business
Kenneth Ackerman, SPHR, MBA's Legg Mason Experience March 2015 - Present
Job Sr. Human Resources Business Partner at Legg Mason
Industry Human Resources
Experience
Legg Mason March 2015 - Present
Lockheed Martin September 2013 - March 2015
Lockheed Martin July 2008 - August 2013
The Baltimore Sun 2006 - 2008
Symphony Health Services/RehabWorks 2005 - 2006
Johns Hopkins University /Center for Communication Programs 2001 - 2005
The Home Depot 1993 - 2001
Skills
Benefits Administration, Performance Management, Employee Relations, Employee Management, HR Policies, HRIS, Talent Management, Project Management, Personnel Management, Workforce Planning, Human Resources, Management, Strategy, Hiring, Onboarding, Interviews, Applicant Tracking..., Talent Acquisition, Deferred Compensation, Consulting, Succession Planning, Strategic Planning, New Hire Orientations, Department Budgeting
Education
Loyola University Maryland
Master of Business Administration (MBA), Business Administration and Management, General
Florida Agricultural and Mechanical University
Bachelor of Science, Business Economics
Legg Mason March 2015 - Present
Lockheed Martin September 2013 - March 2015
Lockheed Martin July 2008 - August 2013
The Baltimore Sun 2006 - 2008
Symphony Health Services/RehabWorks 2005 - 2006
Johns Hopkins University /Center for Communication Programs 2001 - 2005
The Home Depot 1993 - 2001
Skills
Benefits Administration, Performance Management, Employee Relations, Employee Management, HR Policies, HRIS, Talent Management, Project Management, Personnel Management, Workforce Planning, Human Resources, Management, Strategy, Hiring, Onboarding, Interviews, Applicant Tracking..., Talent Acquisition, Deferred Compensation, Consulting, Succession Planning, Strategic Planning, New Hire Orientations, Department Budgeting
Education
Loyola University Maryland
Master of Business Administration (MBA), Business Administration and Management, General
Florida Agricultural and Mechanical University
Bachelor of Science, Business Economics
John Desiderio's Legg Mason Experience July 2006 - June 2011
Job Assistant Vice President (Compliance Analyst) at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments July 2011 - Present
Legg Mason July 2006 - June 2011
Skills
Asset Managment, Equities, Portfolio Management, Equity Research, Investment Management, Valuation, Investments, Derivatives, ETFs, Trading Systems, Emerging Markets, Wealth Management, Trading, Risk Management, Options, Retirement Planning, Financial Markets, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Fund Of Funds, Equity Trading, FINRA, Equity Derivatives, Capital Markets, Private Equity, Wealth Management..., Asset Management, Bonds, Fund Accounting, FX Options, 401k, Electronic Trading, Finance, Fund Administration, Bloomberg Terminal, Middle Office, Due Diligence, Equity Capital Markets, Series 24, Global Custody, Hedge Funds, Alternative Investments, Financial Planning
Education
Fairleigh Dickinson University 2001 — 2005
BS, Finance
ClearBridge Investments July 2011 - Present
Legg Mason July 2006 - June 2011
Skills
Asset Managment, Equities, Portfolio Management, Equity Research, Investment Management, Valuation, Investments, Derivatives, ETFs, Trading Systems, Emerging Markets, Wealth Management, Trading, Risk Management, Options, Retirement Planning, Financial Markets, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Fund Of Funds, Equity Trading, FINRA, Equity Derivatives, Capital Markets, Private Equity, Wealth Management..., Asset Management, Bonds, Fund Accounting, FX Options, 401k, Electronic Trading, Finance, Fund Administration, Bloomberg Terminal, Middle Office, Due Diligence, Equity Capital Markets, Series 24, Global Custody, Hedge Funds, Alternative Investments, Financial Planning
Education
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Walter T Bradley II's Legg Mason Experience 1982 - 1990
Job North Region Manager at MIndLeaders
Industry Computer Software
Experience
MindLeaders June 1995 - Present
B-Green Lighting 2009 - 2010
Willis Corroon June 1990 - June 1999
Legg Mason 1982 - 1990
Xerox Corporation 1974 - 1982
Education
Franklin University 1968 — 1972
MindLeaders June 1995 - Present
B-Green Lighting 2009 - 2010
Willis Corroon June 1990 - June 1999
Legg Mason 1982 - 1990
Xerox Corporation 1974 - 1982
Education
Franklin University 1968 — 1972
April Arena Carney, IDS's Legg Mason Experience December 1997 - January 2000
Job Interior Designer
Industry Design
Experience
re-dew interiors, llc September 2013 - Present
BeautiControl December 2007 - June 2009
Case Soft June 2003 - December 2004
Skinny June 2001 - June 2003
Legg Mason December 1997 - January 2000
Skills
Marketing, Social Media Marketing, Sales, Social Media, Strategic Planning, Facebook, Account Management, Sales Management, Budgets, Forecasting, Event Planning, Public Relations, SEO, Advertising, Negotiation, Brand Development
Education
Florida State College at Jacksonville 2003 — 2005
Interior Design
West Virginia University 1992 — 1996
re-dew interiors, llc September 2013 - Present
BeautiControl December 2007 - June 2009
Case Soft June 2003 - December 2004
Skinny June 2001 - June 2003
Legg Mason December 1997 - January 2000
Skills
Marketing, Social Media Marketing, Sales, Social Media, Strategic Planning, Facebook, Account Management, Sales Management, Budgets, Forecasting, Event Planning, Public Relations, SEO, Advertising, Negotiation, Brand Development
Education
Florida State College at Jacksonville 2003 — 2005
Interior Design
West Virginia University 1992 — 1996
John Elmes, CFA's Legg Mason Experience August 1988 - January 1994
Job President at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Ed Bradley's Legg Mason Experience 1990 - 2005
Job Managing Director at Stifel Nicloaus
Industry Financial Services
Experience
Stifel Nicloaus 2006 - Present
Legg Mason 1990 - 2005
Skills
Business Strategy, Investments, Strategic Planning, Change Management, Fixed Income, Financial Modeling, Strategic Financial..., Business Planning, Business Development, Banking, Negotiation
Education
University of Pennsylvania 1986 — 1988
Master of Business Administration (M.B.A.), Finance, With Distinction
Georgetown University 1980 — 1984
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Stifel Nicloaus 2006 - Present
Legg Mason 1990 - 2005
Skills
Business Strategy, Investments, Strategic Planning, Change Management, Fixed Income, Financial Modeling, Strategic Financial..., Business Planning, Business Development, Banking, Negotiation
Education
University of Pennsylvania 1986 — 1988
Master of Business Administration (M.B.A.), Finance, With Distinction
Georgetown University 1980 — 1984
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Jane Rollman's Legg Mason Experience August 1993 - June 1995
Job Director, Marketing Strategy and Planning at Highmark Blue Cross Blue Shield
Industry Hospital & Health Care
Experience
Highmark Blue Cross Blue Shield April 2010 - Present
UPMC September 2001 - September 2009
Development Dimensions International August 1995 - June 2001
Legg Mason August 1993 - June 1995
Arthur Andersen & Co. September 1984 - September 1991
Skills
Project Management, Leadership, Market Research, Data Analysis, Integrated Marketing, Management, Strategy, Cross-functional Team..., Marketing Communications, Analytics, Competitive Analysis, Program Management, Digital Marketing, Strategic Planning, Marketing Strategy, Segmentation, CRM, Business Development, Marketing, Business Planning
Education
Harvard Business School 1991 — 1993
MBA
Emory University 1980 — 1984
BA, Economics
Highmark Blue Cross Blue Shield April 2010 - Present
UPMC September 2001 - September 2009
Development Dimensions International August 1995 - June 2001
Legg Mason August 1993 - June 1995
Arthur Andersen & Co. September 1984 - September 1991
Skills
Project Management, Leadership, Market Research, Data Analysis, Integrated Marketing, Management, Strategy, Cross-functional Team..., Marketing Communications, Analytics, Competitive Analysis, Program Management, Digital Marketing, Strategic Planning, Marketing Strategy, Segmentation, CRM, Business Development, Marketing, Business Planning
Education
Harvard Business School 1991 — 1993
MBA
Emory University 1980 — 1984
BA, Economics
Eric Hinz's Legg Mason Experience January 2008 - December 2008
Job at Mirae Asset Global Investments (USA)
Industry Financial Services
Experience
Mirae Asset Global Investments November 2009 - September 2015
Fake Teams June 2006 - June 2009
Legg Mason January 2008 - December 2008
Deutsche Asset Management February 2007 - January 2008
J&W Seligman May 1998 - February 2007
First Investors Corporation 1995 - 1998
First Investors Corporation 1995 - 1998
Skills
Asset Managment, Risk Management, Emerging Markets, GIPS Compliance, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Equities, Financial Services, Securities, Capital Markets, Portfolio Management, Fixed Income, Investments, Financial Risk, Bloomberg
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
University of Connecticut 1988 — 1993
BA, Psychology
Mirae Asset Global Investments November 2009 - September 2015
Fake Teams June 2006 - June 2009
Legg Mason January 2008 - December 2008
Deutsche Asset Management February 2007 - January 2008
J&W Seligman May 1998 - February 2007
First Investors Corporation 1995 - 1998
First Investors Corporation 1995 - 1998
Skills
Asset Managment, Risk Management, Emerging Markets, GIPS Compliance, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Equities, Financial Services, Securities, Capital Markets, Portfolio Management, Fixed Income, Investments, Financial Risk, Bloomberg
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
University of Connecticut 1988 — 1993
BA, Psychology
Brian Judy, CFA's Legg Mason Experience December 2013 - Present
Job Product Analyst at Legg Mason
Industry Investment Management
Experience
Legg Mason December 2013 - Present
PNC Wealth Management July 2004 - December 2013
Skills
Wealth Management, Series 63, Alternative Investments, Series 7, Investments, Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Investment Advisory, Retirement Planning, Investment Strategies, Equities, Asset Management
Education
Loyola University Maryland 2003 — 2006
MBA, Finance
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Finance and Economics
Legg Mason December 2013 - Present
PNC Wealth Management July 2004 - December 2013
Skills
Wealth Management, Series 63, Alternative Investments, Series 7, Investments, Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Investment Advisory, Retirement Planning, Investment Strategies, Equities, Asset Management
Education
Loyola University Maryland 2003 — 2006
MBA, Finance
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Finance and Economics
Jesse Gadarowski's Legg Mason Experience 2008 - Present
Job Division Leader
Industry Financial Services
Experience
Legg Mason 2008 - Present
MetLife 2008 - Present
PFS Investments 2008 - Present
PFS December 2007 - Present
Gardner Police Department September 2005 - Present
MPTC 2005 - 2009
Mass Cop 2005 - 2009
Police Academy 2005 - 2009
United States Marine Corps Reserve 2001 - 2008
United States Marine Corps September 1999 - September 2007
Skills
Leadership, Investments, Recruiting, Time Management, Financial Analysis, Selling, Insurance, Enforcement, Police, Training, Risk Management, Team Building, Leadership Development, Strategic Planning, Team Leadership
Education
Fitchburg State University 2004 — 2005
Mount Wachusett Community College 2000 — 2004
Legg Mason 2008 - Present
MetLife 2008 - Present
PFS Investments 2008 - Present
PFS December 2007 - Present
Gardner Police Department September 2005 - Present
MPTC 2005 - 2009
Mass Cop 2005 - 2009
Police Academy 2005 - 2009
United States Marine Corps Reserve 2001 - 2008
United States Marine Corps September 1999 - September 2007
Skills
Leadership, Investments, Recruiting, Time Management, Financial Analysis, Selling, Insurance, Enforcement, Police, Training, Risk Management, Team Building, Leadership Development, Strategic Planning, Team Leadership
Education
Fitchburg State University 2004 — 2005
Mount Wachusett Community College 2000 — 2004
Clay Sumner's Legg Mason Experience 2000 - 2004
Job Director of Financial Planning and Analysis
Industry Renewables & Environment
Experience
National Renewable Energy Laboratory May 2014 - Present
U.S. Department of Energy March 2009 - May 2014
FBR June 2004 - December 2008
Legg Mason 2000 - 2004
US Army 1990 - 1998
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Equity Valuation, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Hedge Funds, Project Finance, Investment Banking, Financial Structuring, Derivatives, Alternative Investments, Venture Capital, Renewable Energy, Structured Finance, Investment Management, Asset Management, Asset Allocation, Fixed Income
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, finance
Texas A&M University
Bachelor of Arts (B.A.), Political Science and Government
National Renewable Energy Laboratory May 2014 - Present
U.S. Department of Energy March 2009 - May 2014
FBR June 2004 - December 2008
Legg Mason 2000 - 2004
US Army 1990 - 1998
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Equity Valuation, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Hedge Funds, Project Finance, Investment Banking, Financial Structuring, Derivatives, Alternative Investments, Venture Capital, Renewable Energy, Structured Finance, Investment Management, Asset Management, Asset Allocation, Fixed Income
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, finance
Texas A&M University
Bachelor of Arts (B.A.), Political Science and Government
Will Buttarazzi's Legg Mason Experience October 1994 - April 1999
Job Sales Executive at RCM&D, Inc.
Industry Insurance
Experience
RCM&D, Inc. - Insurance, Risk Management and Benefits August 2007 - Present
Good Shepherd Services 2009 - Present
Cristo Rey Jesuit High School-Baltimore June 2004 - August 2007
Legg Mason October 1994 - April 1999
Skills
Start-ups, Insurance, Employee Benefits, Risk Management, Professional Liability, Underwriting, Nonprofits, Real Estate, Workers Compensation, Public Speaking, Health Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Management, Financial Analysis, Leadership, Team Building, Marketing, Fundraising, Investments, Finance, Liability
Education
St. Mary's Seminary & University 1999 — 2003
Masters of Science, Theology
Georgetown University 1989 — 1993
B.S., Finance
Auburn High School
RCM&D, Inc. - Insurance, Risk Management and Benefits August 2007 - Present
Good Shepherd Services 2009 - Present
Cristo Rey Jesuit High School-Baltimore June 2004 - August 2007
Legg Mason October 1994 - April 1999
Skills
Start-ups, Insurance, Employee Benefits, Risk Management, Professional Liability, Underwriting, Nonprofits, Real Estate, Workers Compensation, Public Speaking, Health Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Management, Financial Analysis, Leadership, Team Building, Marketing, Fundraising, Investments, Finance, Liability
Education
St. Mary's Seminary & University 1999 — 2003
Masters of Science, Theology
Georgetown University 1989 — 1993
B.S., Finance
Auburn High School
Brian Kushner's Legg Mason Experience 1997 - 1999
Job Roundhouse Martial Arts
Industry Health, Wellness and Fitness
Experience
Roundhouse Martial Arts January 2008 - Present
Legg Mason 1997 - 1999
Education
Frostburg State University 1992 — 1996
Roundhouse Martial Arts January 2008 - Present
Legg Mason 1997 - 1999
Education
Frostburg State University 1992 — 1996
Evan Leary's Legg Mason Experience 2003 - September 2005
Job Vice President Commodity Structured Finance at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2015 - Present
Macquarie Group November 2006 - August 2015
Stifel Nicolaus September 2005 - November 2006
Legg Mason 2003 - September 2005
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Equities, Private Placements, Capital Markets, M&A experience, LBO
Education
Université libre de Bruxelles 2002 — 2003
D.E.S. (Master's Degree), Economics with Focus on European Union
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.B.A., Finance, International Business
Université catholique de Louvain 2000 — 2001
Year long study abroad program
Goldman Sachs September 2015 - Present
Macquarie Group November 2006 - August 2015
Stifel Nicolaus September 2005 - November 2006
Legg Mason 2003 - September 2005
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Equities, Private Placements, Capital Markets, M&A experience, LBO
Education
Université libre de Bruxelles 2002 — 2003
D.E.S. (Master's Degree), Economics with Focus on European Union
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.B.A., Finance, International Business
Université catholique de Louvain 2000 — 2001
Year long study abroad program
James Hedrick's Legg Mason Experience April 2014 - Present
Job Senior Business Intelligence Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2014 - Present
Legg Mason August 2007 - April 2014
Healthcare Subrogation Group January 2007 - June 2007
Country Kettle Fudge June 2004 - October 2006
Skills
Microsoft Outlook, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Microsoft Access, Microsoft SQL Server, CRM, Salesforce.com, Access, Analytics, Outlook, PowerPoint
Education
Fairfield University 2003 — 2007
Bachelor of Science, Mathematics
Legg Mason April 2014 - Present
Legg Mason August 2007 - April 2014
Healthcare Subrogation Group January 2007 - June 2007
Country Kettle Fudge June 2004 - October 2006
Skills
Microsoft Outlook, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Microsoft Access, Microsoft SQL Server, CRM, Salesforce.com, Access, Analytics, Outlook, PowerPoint
Education
Fairfield University 2003 — 2007
Bachelor of Science, Mathematics
Joanne Painter's Legg Mason Experience August 2004 - September 2011
Job DBA/Project Leader
Industry Financial Services
Experience
GE Capital September 2011 - Present
Legg Mason August 2004 - September 2011
Citigroup Asset Management 2004 - 2006
Instinet Inc. 1999 - 2004
Lehman Brothers 1998 - 1999
Skills
Sybase, Disaster Recovery, Oracle, Perl, Unix Shell Scripting, Data Warehousing, SDLC, Databases, Trading Systems, Fixed Income, Solaris, Performance Tuning, SQL Tuning, SQL, Unix, Shell Scripting, Requirements Analysis, Software Project..., Business Analysis
Education
Fordham University 1997 — 1999
MS, Computer Science
Smith College 1993 — 1994
M.A., Special Education
GE Capital September 2011 - Present
Legg Mason August 2004 - September 2011
Citigroup Asset Management 2004 - 2006
Instinet Inc. 1999 - 2004
Lehman Brothers 1998 - 1999
Skills
Sybase, Disaster Recovery, Oracle, Perl, Unix Shell Scripting, Data Warehousing, SDLC, Databases, Trading Systems, Fixed Income, Solaris, Performance Tuning, SQL Tuning, SQL, Unix, Shell Scripting, Requirements Analysis, Software Project..., Business Analysis
Education
Fordham University 1997 — 1999
MS, Computer Science
Smith College 1993 — 1994
M.A., Special Education
Anastasia Mukhina, MBA, PMP's Legg Mason Experience September 2007 - July 2011
Job Senior Research Analyst at Crown Consulting, Inc.
Industry Aviation & Aerospace
Experience
Crown Consulting, Inc. October 2011 - Present
Legg Mason September 2007 - July 2011
Legg Mason August 2006 - August 2007
Hulbert Financial Digest June 2005 - August 2005
UniCredit Bank Austria AG September 2004 - December 2004
Schwarz Consult August 2004 - December 2004
Skills
Analysis, Project Management, Data Analysis, Financial Modeling, Market Research, Business Strategy, Investments, Portfolio Management, Financial Analysis, Strategy, Process Improvement, Business Analysis, Program Management, Strategic Planning, Management, Finance
Education
Georgetown University 2008 — 2011
MBA
Haverford College 2002 — 2006
BA, Mathematical Economics
Crown Consulting, Inc. October 2011 - Present
Legg Mason September 2007 - July 2011
Legg Mason August 2006 - August 2007
Hulbert Financial Digest June 2005 - August 2005
UniCredit Bank Austria AG September 2004 - December 2004
Schwarz Consult August 2004 - December 2004
Skills
Analysis, Project Management, Data Analysis, Financial Modeling, Market Research, Business Strategy, Investments, Portfolio Management, Financial Analysis, Strategy, Process Improvement, Business Analysis, Program Management, Strategic Planning, Management, Finance
Education
Georgetown University 2008 — 2011
MBA
Haverford College 2002 — 2006
BA, Mathematical Economics
Stephen Shutz's Legg Mason Experience April 1996 - April 1998
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2010 - Present
Cavanaugh Capital Management, Inc. 2003 - 2010
Merrill Lynch April 1998 - April 2003
Legg Mason April 1996 - April 1998
Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg
Education
Frostburg State University 1991 — 1995
Bachelor of Science (B.S.), Economics
Brown Advisory April 2010 - Present
Cavanaugh Capital Management, Inc. 2003 - 2010
Merrill Lynch April 1998 - April 2003
Legg Mason April 1996 - April 1998
Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg
Education
Frostburg State University 1991 — 1995
Bachelor of Science (B.S.), Economics
Grace Sinn's Legg Mason Experience 2005 - 2009
Job
Industry
Experience
BSF International 2010 - Present
Legg Mason 2005 - 2009
Jones Day 1999 - 2005
Skills
Strategy, Due Diligence, Strategic Planning, Project Management, Teaching, Microsoft Excel, Legal Research, Legal Writing
Education
Georgetown University
Master of Business Administration (MBA)
Georgetown University Law Center
Doctor of Law (JD), Law
UCLA
Bachelor's degree, History
BSF International 2010 - Present
Legg Mason 2005 - 2009
Jones Day 1999 - 2005
Skills
Strategy, Due Diligence, Strategic Planning, Project Management, Teaching, Microsoft Excel, Legal Research, Legal Writing
Education
Georgetown University
Master of Business Administration (MBA)
Georgetown University Law Center
Doctor of Law (JD), Law
UCLA
Bachelor's degree, History
Ara Markarian's Legg Mason Experience October 2007 - Present
Job Assistant Vice President Senior Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2007 - Present
HSBC Securities August 2004 - October 2007
Skills
Mutual Funds, Series 7, Series 24, Series 63, Equities, Securities, Fixed Income
Education
Fairleigh Dickinson University
Finance
Legg Mason October 2007 - Present
HSBC Securities August 2004 - October 2007
Skills
Mutual Funds, Series 7, Series 24, Series 63, Equities, Securities, Fixed Income
Education
Fairleigh Dickinson University
Finance
Larry Johns's Legg Mason Experience January 2015 - Present
Job Regional Vice President at Legg Mason
Industry Investment Management
Experience
Legg Mason January 2015 - Present
Destra Capital July 2011 - December 2014
Janus Capital Group December 2005 - June 2011
AXA Equitable November 2004 - November 2005
Pacific Life March 1998 - November 2004
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation
Education
Western Kentucky University 1987 — 1988
MBA, Marketing
Franklin College 1983 — 1987
BA, Business
Legg Mason January 2015 - Present
Destra Capital July 2011 - December 2014
Janus Capital Group December 2005 - June 2011
AXA Equitable November 2004 - November 2005
Pacific Life March 1998 - November 2004
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation
Education
Western Kentucky University 1987 — 1988
MBA, Marketing
Franklin College 1983 — 1987
BA, Business
Leah Irwin's Legg Mason Experience August 2015 - Present
Job HR Compliance Associate at Legg Mason
Industry Political Organization
Experience
Legg Mason August 2015 - Present
GULC Domestic Violence Clinic August 2014 - January 2015
O'Donoghue & O'Donoghue May 2014 - August 2014
SEIU January 2014 - May 2014
Office of Administrative Hearings May 2013 - December 2013
The Advisory Board Company January 2012 - July 2012
City of Fort Worth January 2011 - July 2011
Congressman Ed Markey's District Office January 2010 - June 2010
Gross and Romanick, P.C. 2003 - 2010
Delegate Margie Vanderhye's District Office June 2009 - September 2009
Skills
Politics, Writing, Editing, Policy Analysis, Public Policy, Community Outreach, Legal Research, International Relations
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
Tufts University 2006 — 2010
B.A., Political Science, English
Legg Mason August 2015 - Present
GULC Domestic Violence Clinic August 2014 - January 2015
O'Donoghue & O'Donoghue May 2014 - August 2014
SEIU January 2014 - May 2014
Office of Administrative Hearings May 2013 - December 2013
The Advisory Board Company January 2012 - July 2012
City of Fort Worth January 2011 - July 2011
Congressman Ed Markey's District Office January 2010 - June 2010
Gross and Romanick, P.C. 2003 - 2010
Delegate Margie Vanderhye's District Office June 2009 - September 2009
Skills
Politics, Writing, Editing, Policy Analysis, Public Policy, Community Outreach, Legal Research, International Relations
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
Tufts University 2006 — 2010
B.A., Political Science, English
Colleen (McGuire) Tycz's Legg Mason Experience May 2014 - Present
Job Vice President, National Account Manager, Retirement Solutions Division at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason July 2004 - Present
Skills
Mutual Funds, Asset Allocation, Marketing Strategy, Series 6, Asset Management, Variable Annuities, Campaign Management, Strategic Planning, Relationship Marketing, Relationship Management, Promotions, Cross Channel Marketing, Series 7
Education
Fairfield University 2007 — 2011
MBA
Fairfield University 2000 — 2004
BS, Marketing
Legg Mason May 2014 - Present
Legg Mason July 2004 - Present
Skills
Mutual Funds, Asset Allocation, Marketing Strategy, Series 6, Asset Management, Variable Annuities, Campaign Management, Strategic Planning, Relationship Marketing, Relationship Management, Promotions, Cross Channel Marketing, Series 7
Education
Fairfield University 2007 — 2011
MBA
Fairfield University 2000 — 2004
BS, Marketing
Alexandre Braghetta's Legg Mason Experience June 2004 - June 2008
Job Equity Investment | Fundamental Research | Global Emerging Markets | Europe | Latin America
Industry Financial Services
Experience
Renova Energia SA April 2011 - September 2014
Explora Investments September 2008 - September 2014
Legg Mason June 2004 - June 2008
Citi April 1999 - June 2004
Banco Santander November 1994 - March 1999
Skills
Valuation, Capital Markets, Corporate Finance, Equities, Private Equity, Investment Banking, Financial Markets, Financial Modeling, Business Strategy, Emerging Markets, Mergers & Acquisitions, Derivatives, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research
Education
Fundação Getulio Vargas
Master of Business Administration (MBA)
Universidade de São Paulo
Bachelor of Engineering (B.E.)
Renova Energia SA April 2011 - September 2014
Explora Investments September 2008 - September 2014
Legg Mason June 2004 - June 2008
Citi April 1999 - June 2004
Banco Santander November 1994 - March 1999
Skills
Valuation, Capital Markets, Corporate Finance, Equities, Private Equity, Investment Banking, Financial Markets, Financial Modeling, Business Strategy, Emerging Markets, Mergers & Acquisitions, Derivatives, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research
Education
Fundação Getulio Vargas
Master of Business Administration (MBA)
Universidade de São Paulo
Bachelor of Engineering (B.E.)
Jennifer Spalding's Legg Mason Experience February 2005 - November 2005
Job New Client Manager
Industry Real Estate
Experience
Legacy Mutual Mortgage July 2014 - Present
Heery International June 2007 - July 2014
Henry Adams, LLC November 2005 - June 2007
Legg Mason February 2005 - November 2005
Ryan Homes February 2003 - January 2005
Newell Rubbermaid June 2001 - January 2003
Skills
Proposal Writing, InDesign, Design Research, Adobe Creative Suite, Marketing Communications, Newsletters, Photoshop, Public Relations, Editing, Microsoft Office, Deltek, Oracle CRM, Press Releases, Graphic Design, Email Marketing, Adobe Acrobat, Submittals, Sustainability, Marketing, Proposal Generation
Education
Frostburg State University 1997 — 2001
BS, Business Administration, Marketing Concentration
Legacy Mutual Mortgage July 2014 - Present
Heery International June 2007 - July 2014
Henry Adams, LLC November 2005 - June 2007
Legg Mason February 2005 - November 2005
Ryan Homes February 2003 - January 2005
Newell Rubbermaid June 2001 - January 2003
Skills
Proposal Writing, InDesign, Design Research, Adobe Creative Suite, Marketing Communications, Newsletters, Photoshop, Public Relations, Editing, Microsoft Office, Deltek, Oracle CRM, Press Releases, Graphic Design, Email Marketing, Adobe Acrobat, Submittals, Sustainability, Marketing, Proposal Generation
Education
Frostburg State University 1997 — 2001
BS, Business Administration, Marketing Concentration
John Ledva's Legg Mason Experience July 2015 - Present
Job U.S. Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Rosemary Emmens's Legg Mason Experience May 2012 - Present
Job Managing Director and Associate General Counsel at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2012 - Present
Legg Mason December 2005 - April 2012
Citigroup 1998 - 2005
The Dreyfus Corporation 1995 - 1998
Skills
Alternative Investments, Asset Management, Mutual Funds, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance
Education
Fordham Law School 1991 — 1994
Fordham University 1987 — 1991
Bachelor of Arts, Political Science
Legg Mason May 2012 - Present
Legg Mason December 2005 - April 2012
Citigroup 1998 - 2005
The Dreyfus Corporation 1995 - 1998
Skills
Alternative Investments, Asset Management, Mutual Funds, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance
Education
Fordham Law School 1991 — 1994
Fordham University 1987 — 1991
Bachelor of Arts, Political Science
Anthony Iorio's Legg Mason Experience April 2006 - July 2011
Job Business Analyst at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions July 2011 - Present
Legg Mason April 2006 - July 2011
Legg Mason September 2002 - March 2006
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Trading, Asset Management, Finance, Leadership, Business Analysis, Capital Markets, Financial Services, Analysis, Financial Markets, Relationship Management, Account Reconciliation, Back Office, Equities, Derivatives, Fixed Income, Risk Management, Portfolio Management, Investments, Financial Analysis, Bloomberg, Securities, Wealth Management
Education
Franklin Pierce University 1991 — 1995
BS, Finance, Marketing
DST Brokerage Solutions July 2011 - Present
Legg Mason April 2006 - July 2011
Legg Mason September 2002 - March 2006
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Trading, Asset Management, Finance, Leadership, Business Analysis, Capital Markets, Financial Services, Analysis, Financial Markets, Relationship Management, Account Reconciliation, Back Office, Equities, Derivatives, Fixed Income, Risk Management, Portfolio Management, Investments, Financial Analysis, Bloomberg, Securities, Wealth Management
Education
Franklin Pierce University 1991 — 1995
BS, Finance, Marketing
Jason Herring's Legg Mason Experience January 2007 - September 2010
Job at T. Rowe Price
Industry Information Technology and Services
Experience
T. Rowe Price August 2012 - Present
T. Rowe Price November 2010 - August 2012
T. Rowe Price November 2010 - February 2012
Legg Mason January 2007 - September 2010
Legg Mason September 2004 - January 2007
Legg Mason January 2004 - September 2004
Legg Mason July 2001 - January 2004
Legg Mason January 2001 - July 2001
Absolute Quality, Inc. June 1999 - November 2000
URS Corporation June 1998 - January 1999
Skills
Troubleshooting, Disaster Recovery, Visio, Citrix, Microsoft Office, Remedy, RSA, Active Directory, Process Improvement, Networking, Software Documentation, Windows, Data Center, BMC Remedy, Technical Support, Business Process, RSA Security, Change Management, Training, Telecommunications, Unix, Leadership, Management
Education
Towson University 1998 — 2001
B.S, Computer Information Systems
Essex Community College 1996 — 1998
A.A., Computer Information Systems
Eastern Technical High School 1992 — 1996
specialized diploma, Computer Information Systems
T. Rowe Price August 2012 - Present
T. Rowe Price November 2010 - August 2012
T. Rowe Price November 2010 - February 2012
Legg Mason January 2007 - September 2010
Legg Mason September 2004 - January 2007
Legg Mason January 2004 - September 2004
Legg Mason July 2001 - January 2004
Legg Mason January 2001 - July 2001
Absolute Quality, Inc. June 1999 - November 2000
URS Corporation June 1998 - January 1999
Skills
Troubleshooting, Disaster Recovery, Visio, Citrix, Microsoft Office, Remedy, RSA, Active Directory, Process Improvement, Networking, Software Documentation, Windows, Data Center, BMC Remedy, Technical Support, Business Process, RSA Security, Change Management, Training, Telecommunications, Unix, Leadership, Management
Education
Towson University 1998 — 2001
B.S, Computer Information Systems
Essex Community College 1996 — 1998
A.A., Computer Information Systems
Eastern Technical High School 1992 — 1996
specialized diploma, Computer Information Systems
Frank Murry's Legg Mason Experience October 1997 - September 2002
Job Investment Educator at Columbia Benefits Consultants Inc.
Industry Financial Services
Experience
Columbia Benefits Consultants Inc August 2002 - Present
Legg Mason October 1997 - September 2002
Combined Insurance Company November 1988 - October 1997
Skills
Strategic Financial..., Wealth Management, Estate Planning, Fixed Annuities, Pensions, Retirement, Investments, Insurance, Financial Analysis, Wealth, Investment Strategies, 401k, Mortgage Lending, Life Insurance
Education
Frostburg State University
Mount St Joseph High School
Columbia Benefits Consultants Inc August 2002 - Present
Legg Mason October 1997 - September 2002
Combined Insurance Company November 1988 - October 1997
Skills
Strategic Financial..., Wealth Management, Estate Planning, Fixed Annuities, Pensions, Retirement, Investments, Insurance, Financial Analysis, Wealth, Investment Strategies, 401k, Mortgage Lending, Life Insurance
Education
Frostburg State University
Mount St Joseph High School
Jim Casagrande's Legg Mason Experience 2006 - 2010
Job Computer Network Specialist at Maryland Office of the Attorney General
Industry Information Technology and Services
Experience
Maryland Office of the Attorney General August 2010 - Present
Legg Mason 2006 - 2010
EMG 2000 - 2006
Skills
Windows Server, Disaster Recovery, DNS, Networking, Network Security, Telecommunications, Microsoft SQL Server, Computer Network..., Active Directory, Citrix, VMware, Program Management, Project Management, Visio, Vendor Management
Education
Air Force NCO Academy 2009 — 2010
Graduate, USAF History, Mission, Leadership, and Management, Graduate
Essex Community College 1991 — 1992
Associate of Arts (AA), Business Administration and Management, General, 3.7
Maryland Office of the Attorney General August 2010 - Present
Legg Mason 2006 - 2010
EMG 2000 - 2006
Skills
Windows Server, Disaster Recovery, DNS, Networking, Network Security, Telecommunications, Microsoft SQL Server, Computer Network..., Active Directory, Citrix, VMware, Program Management, Project Management, Visio, Vendor Management
Education
Air Force NCO Academy 2009 — 2010
Graduate, USAF History, Mission, Leadership, and Management, Graduate
Essex Community College 1991 — 1992
Associate of Arts (AA), Business Administration and Management, General, 3.7
James W. Hamill's Legg Mason Experience August 2000 - July 2001
Job Captain at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines October 2002 - Present
Southwest Airlines August 2001 - Present
G. W. Hamill & Associates 2000 - Present
Legg Mason August 2000 - July 2001
US Navy June 1981 - November 2000
Skills
Aviation, Program Management, Aircraft, Flights, Piloting, Aircraft Maintenance, Leadership, Management, Government, Strategic Planning, Airlines, Military
Education
National Defense University 1999 — 2000
National Resource Strategy, Military and Strategic Leadership
Florida Institute of Technology 1987 — 1990
Master of Business Administration (MBA)
U. S. Naval Academy 1978 — 1981
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Southwest Airlines October 2002 - Present
Southwest Airlines August 2001 - Present
G. W. Hamill & Associates 2000 - Present
Legg Mason August 2000 - July 2001
US Navy June 1981 - November 2000
Skills
Aviation, Program Management, Aircraft, Flights, Piloting, Aircraft Maintenance, Leadership, Management, Government, Strategic Planning, Airlines, Military
Education
National Defense University 1999 — 2000
National Resource Strategy, Military and Strategic Leadership
Florida Institute of Technology 1987 — 1990
Master of Business Administration (MBA)
U. S. Naval Academy 1978 — 1981
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Chris McFadden's Legg Mason Experience April 2003 - February 2006
Job Executive Director, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2006 - Present
Legg Mason April 2003 - February 2006
Skills
Equities, Fixed Income, Securities, Series 7
Education
Loyola College in Maryland 2001 — 2004
MBA, Concentration in Finance
Fairfield University 1992 — 1996
Bachelor of Science, International business
Morgan Stanley Wealth Management February 2006 - Present
Legg Mason April 2003 - February 2006
Skills
Equities, Fixed Income, Securities, Series 7
Education
Loyola College in Maryland 2001 — 2004
MBA, Concentration in Finance
Fairfield University 1992 — 1996
Bachelor of Science, International business
Kurt LaLomia's Legg Mason Experience 1994 - 2005
Job Managing Director at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. 2005 - Present
Legg Mason 1994 - 2005
EDS Group 1992 - 1994
Skills
U.S. and UK Financial..., Licenses: Series..., Microsoft Excel, Entrepreneurship, Project Management, Business Strategy, Public Speaking, Finance, Financial Analysis, Financial Services, Series 7, Fixed Income
Education
Florida State University 1985 — 1989
BS, Finance
Stifel Financial Corp. 2005 - Present
Legg Mason 1994 - 2005
EDS Group 1992 - 1994
Skills
U.S. and UK Financial..., Licenses: Series..., Microsoft Excel, Entrepreneurship, Project Management, Business Strategy, Public Speaking, Finance, Financial Analysis, Financial Services, Series 7, Fixed Income
Education
Florida State University 1985 — 1989
BS, Finance
Fleury (Tricia)'s Legg Mason Experience May 2000 - August 2005
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott July 2012 - Present
Morgan Keegan & Co., Inc. August 2005 - July 2012
Legg Mason May 2000 - August 2005
Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles
Winchester High School
Janney Montgomery Scott July 2012 - Present
Morgan Keegan & Co., Inc. August 2005 - July 2012
Legg Mason May 2000 - August 2005
Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles
Winchester High School
Emily Shabbott's Legg Mason Experience January 2008 - February 2010
Job Application Analyst at Sentient Medical Systems
Industry Information Technology and Services
Experience
Sentient Medical Systems March 2014 - Present
Curves May 2013 - February 2014
ORAU April 2010 - May 2013
Legg Mason January 2008 - February 2010
Legg Mason June 2007 - August 2007
Skills
Technical Support, Databases, Test Cases, Testing, SharePoint, Visio, Integration, Software Documentation, Process Improvement, Microsoft SQL Server, SQL
Education
Frostburg State University 2003 — 2007
Bachelor of Science (BS), Computer Science
Sentient Medical Systems March 2014 - Present
Curves May 2013 - February 2014
ORAU April 2010 - May 2013
Legg Mason January 2008 - February 2010
Legg Mason June 2007 - August 2007
Skills
Technical Support, Databases, Test Cases, Testing, SharePoint, Visio, Integration, Software Documentation, Process Improvement, Microsoft SQL Server, SQL
Education
Frostburg State University 2003 — 2007
Bachelor of Science (BS), Computer Science
Chris Vlantis's Legg Mason Experience June 1993 - Present
Job Senior Tax Manager, VP at Legg Mason
Industry
Experience
Legg Mason June 1993 - Present
Education
St. John's University, Queens, NY
Master of Business Administration (MBA), Taxation
Fordham University
Bachelor of Science (BS), Accounting
Legg Mason June 1993 - Present
Education
St. John's University, Queens, NY
Master of Business Administration (MBA), Taxation
Fordham University
Bachelor of Science (BS), Accounting
Frank Viggiano's Legg Mason Experience January 2005 - February 2007
Job Vice President Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Cara Cortese's Legg Mason Experience June 2014 - January 2015
Job Intern for Global Sales Management Analytics at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason June 2014 - January 2015
Fordham University January 2014 - May 2014
Creative Virtual June 2012 - August 2012
Creative Virtual May 2012 - June 2012
Education
Fordham University 2012 — 2016
Bachelor's Degree, Management Information Systems, Business Analytics - Minor Economics, Sophmore
Greenwich High School 2008 — 2012
High School Degree
Legg Mason June 2014 - January 2015
Fordham University January 2014 - May 2014
Creative Virtual June 2012 - August 2012
Creative Virtual May 2012 - June 2012
Education
Fordham University 2012 — 2016
Bachelor's Degree, Management Information Systems, Business Analytics - Minor Economics, Sophmore
Greenwich High School 2008 — 2012
High School Degree
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments