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
Dan Greller Dan Greller's Legg Mason Experience August 1997 - January 2012
Job Chief Information Officer Artisan Partners
Industry Information Technology and Services
Experience
Artisan Partners February 2014 - Present
Bluesafe Consulting January 2012 - February 2014
Legg Mason August 1997 - January 2012
Ann Taylor Stores 1995 - 1997
JP Morgan 1993 - 1995
CS First Boston 1986 - 1993
CapCities/ABC 1982 - 1986
Education
Hofstra University 1978 — 1982
BBA, Administrative Computer Systems
Teaneck High School 1974 — 1978
Artisan Partners February 2014 - Present
Bluesafe Consulting January 2012 - February 2014
Legg Mason August 1997 - January 2012
Ann Taylor Stores 1995 - 1997
JP Morgan 1993 - 1995
CS First Boston 1986 - 1993
CapCities/ABC 1982 - 1986
Education
Hofstra University 1978 — 1982
BBA, Administrative Computer Systems
Teaneck High School 1974 — 1978
Thaddeus R. Shelly, III Thaddeus R. Shelly, III's Legg Mason Experience July 1992 - February 1998
Job Managing Director, Senior Advisor at Tiedemann Wealth Management
Industry Investment Management
Experience
Tiedemann Wealth Management April 2013 - Present
Lazard Wealth Management LLC June 2009 - March 2013
Bessemer Trust Company February 1998 - March 2009
Legg Mason July 1992 - February 1998
Goldman Sachs & Co. June 1984 - July 1992
Skills
Investments, Management, Private Equity, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Portfolio Management, Investment Advisory, Capital Markets, Investment Management, Mergers & Acquisitions, Emerging Markets, CRM, Wealth Management, Due Diligence
Education
The College of William and Mary 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Hampden-Sydney College 1971 — 1975
Bachelor of Arts (BA), Economics
Tiedemann Wealth Management April 2013 - Present
Lazard Wealth Management LLC June 2009 - March 2013
Bessemer Trust Company February 1998 - March 2009
Legg Mason July 1992 - February 1998
Goldman Sachs & Co. June 1984 - July 1992
Skills
Investments, Management, Private Equity, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Portfolio Management, Investment Advisory, Capital Markets, Investment Management, Mergers & Acquisitions, Emerging Markets, CRM, Wealth Management, Due Diligence
Education
The College of William and Mary 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Hampden-Sydney College 1971 — 1975
Bachelor of Arts (BA), Economics
Robert Shepler Robert Shepler's Legg Mason Experience 2010 - 2014
Job Managing Director at Legg Mason
Industry Investment Management
Experience
Glenview State Bank 2014 - Present
Bottom Line 2011 - Present
Legg Mason 2010 - 2014
Legg Mason 2005 - 2010
Citigroup Asset Management (Predecessor firm) 1999 - 2005
Bankers Trust Corporation 1993 - 1999
Goldman Sachs 1989 - 1993
PwC 1976 - 1989
Skills
Strategic Planning, Risk Management, Mutual Funds, Board of Directors, Non-profit Board..., Financial Services, Audit Committee, Regulatory Requirements, Vendor Management, Corporate Development, Mergers & Acquisitions, Fund Accounting, Fund Administration, Divestitures, Negotiation, Financial Accounting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
Williams College 1971 — 1976
Bachelor of Arts (B.A.), History
Glenview State Bank 2014 - Present
Bottom Line 2011 - Present
Legg Mason 2010 - 2014
Legg Mason 2005 - 2010
Citigroup Asset Management (Predecessor firm) 1999 - 2005
Bankers Trust Corporation 1993 - 1999
Goldman Sachs 1989 - 1993
PwC 1976 - 1989
Skills
Strategic Planning, Risk Management, Mutual Funds, Board of Directors, Non-profit Board..., Financial Services, Audit Committee, Regulatory Requirements, Vendor Management, Corporate Development, Mergers & Acquisitions, Fund Accounting, Fund Administration, Divestitures, Negotiation, Financial Accounting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
Williams College 1971 — 1976
Bachelor of Arts (B.A.), History
Gregory L. Jackson Gregory L. Jackson's Legg Mason Experience November 1996 - October 2002
Job Director, National Sales Payment Solutions at Clearwater Payments
Industry Financial Services
Experience
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Brian Stubblefield Brian Stubblefield's Legg Mason Experience March 2005 - September 2011
Job
Industry Information Technology and Services
Experience
HCGI Hartford, Inc. October 2012 - Present
Legg Mason March 2005 - September 2011
Senator Paul Sarbanes Office January 2003 - January 2005
Skills
Masters of Business..., HP Networking..., Sales, New Business Development, Account Management, Strategic Planning, Portfolio Management, Salesforce.com, Leadership, Cloud Computing, Sales Management
Education
Loyola University Maryland (MBA) 2008 — 2011
MBA, Business and Management
James Madison University 2000 — 2003
Bachelor of Arts, Government
Loyola Blakefield High School 1994 — 1998
HCGI Hartford, Inc. October 2012 - Present
Legg Mason March 2005 - September 2011
Senator Paul Sarbanes Office January 2003 - January 2005
Skills
Masters of Business..., HP Networking..., Sales, New Business Development, Account Management, Strategic Planning, Portfolio Management, Salesforce.com, Leadership, Cloud Computing, Sales Management
Education
Loyola University Maryland (MBA) 2008 — 2011
MBA, Business and Management
James Madison University 2000 — 2003
Bachelor of Arts, Government
Loyola Blakefield High School 1994 — 1998
Dana Andrea Dana Andrea's Legg Mason Experience January 2015 - May 2015
Job Busines Informatoin Solutions Intern at PepsiCo
Industry Information Technology and Services
Experience
PepsiCo May 2015 - August 2015
Legg Mason January 2015 - May 2015
Dairy Queen March 2008 - July 2014
Skills
Microsoft Word, Social Networking, PowerPoint, Microsoft Office, Leadership, Databases, Database Design, Microsoft Excel, Public Speaking, Social Media, Customer Service, Teamwork, Facebook, Sales, Microsoft SQL Server
Education
Iona College 2012 — 2016
Bachelor's Degree, Finance and Information Systems, GPA 3.96
Vernon Hills High School 2008 — 2012
PepsiCo May 2015 - August 2015
Legg Mason January 2015 - May 2015
Dairy Queen March 2008 - July 2014
Skills
Microsoft Word, Social Networking, PowerPoint, Microsoft Office, Leadership, Databases, Database Design, Microsoft Excel, Public Speaking, Social Media, Customer Service, Teamwork, Facebook, Sales, Microsoft SQL Server
Education
Iona College 2012 — 2016
Bachelor's Degree, Finance and Information Systems, GPA 3.96
Vernon Hills High School 2008 — 2012
Paul Richardson, CPA, CFA Paul Richardson, CPA, CFA's Legg Mason Experience 1991 - 2005
Job Investment Management Professional
Industry Investment Management
Experience
CIBC Global Asset Management Inc. 2008 - November 2012
Howson Tattersall Investment Counsel 2007 - 2008
Manning & Napier Advisors 2005 - 2007
Legg Mason 1991 - 2005
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business/Management
CIBC Global Asset Management Inc. 2008 - November 2012
Howson Tattersall Investment Counsel 2007 - 2008
Manning & Napier Advisors 2005 - 2007
Legg Mason 1991 - 2005
Education
The University of Western Ontario - Richard Ivey School of Business
HBA, Business/Management
Bart Lewis Bart Lewis's Legg Mason Experience August 1996 - January 2006
Job Branch Manager, Managing Director, Senior Vice President, Investments//Intellus Advisors of Raymond James
Industry Investment Management
Experience
Intellus Advisors of Raymond James January 2006 - Present
Legg Mason August 1996 - January 2006
MassMutual August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Portfolio Management, Asset Managment, Investments, Personal Financial..., Estate Planning, Trust Services, Retirement Planning, Retirement Plan..., Alternative Investments, Life Insurance, Fixed Annuities, Investment Advisory, IRA Rollovers, 401k Rollovers, 401k, Financial Modeling, Investment Strategies, Market Risk, Branch Management, Retirement, Financial Planners, Strategic Financial..., Financial Markets, Fixed Income Portfolio..., Trusts, Financial Risk..., Financial Management..., Strategic Planning
Education
Harvard University 1988 — 1992
Bachelor's Degree
Intellus Advisors of Raymond James January 2006 - Present
Legg Mason August 1996 - January 2006
MassMutual August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Portfolio Management, Asset Managment, Investments, Personal Financial..., Estate Planning, Trust Services, Retirement Planning, Retirement Plan..., Alternative Investments, Life Insurance, Fixed Annuities, Investment Advisory, IRA Rollovers, 401k Rollovers, 401k, Financial Modeling, Investment Strategies, Market Risk, Branch Management, Retirement, Financial Planners, Strategic Financial..., Financial Markets, Fixed Income Portfolio..., Trusts, Financial Risk..., Financial Management..., Strategic Planning
Education
Harvard University 1988 — 1992
Bachelor's Degree
Mason Durand Mason Durand's Legg Mason Experience October 2014 - Present
Job Assistant Vice President, Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2014 - Present
OppenheimerFunds, Inc March 2010 - October 2014
AXA Advisors January 2008 - February 2010
Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance
Education
SUNY Oswego 2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jefferson Community College 2002 — 2004
Associate's degree
Legg Mason October 2014 - Present
OppenheimerFunds, Inc March 2010 - October 2014
AXA Advisors January 2008 - February 2010
Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance
Education
SUNY Oswego 2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jefferson Community College 2002 — 2004
Associate's degree
Kyle J Beaird Kyle J Beaird's Legg Mason Experience July 2003 - May 2004
Job CFO / COO at Hillerich & Bradsby
Industry Sporting Goods
Experience
Hillerich & Bradsby Co. January 2012 - Present
KeyBanc Capital Markets June 2006 - June 2009
Friedman, Billings, Ramsey June 2004 - June 2006
Legg Mason July 2003 - May 2004
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Investment Banking, Business Strategy, Corporate Finance, Economics, Forecasting, SAP, Microsoft Excel, PowerPoint, ROI Strategies, NPV, Deal Execution, Finance, MBA, Financial Forecasting, Cash Flow Forecasting, Budget Reconciliation, Cost Center Management, Profit Center Management, Strategic Partnerships, Corporate Development, Business Development, Six Sigma, Economic Research, Economic Modeling, Presentations, Mountaineering, Climbing, Expedition
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management
Iowa State University 1994 — 1997
B.S., Information Systems
Hillerich & Bradsby Co. January 2012 - Present
KeyBanc Capital Markets June 2006 - June 2009
Friedman, Billings, Ramsey June 2004 - June 2006
Legg Mason July 2003 - May 2004
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Investment Banking, Business Strategy, Corporate Finance, Economics, Forecasting, SAP, Microsoft Excel, PowerPoint, ROI Strategies, NPV, Deal Execution, Finance, MBA, Financial Forecasting, Cash Flow Forecasting, Budget Reconciliation, Cost Center Management, Profit Center Management, Strategic Partnerships, Corporate Development, Business Development, Six Sigma, Economic Research, Economic Modeling, Presentations, Mountaineering, Climbing, Expedition
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management
Iowa State University 1994 — 1997
B.S., Information Systems
Sea Eun Kim Sea Eun Kim's Legg Mason Experience 1999 - 2002
Job Collaborator, bridging Business and Technology
Industry Management Consulting
Experience
Towers Watson January 2015 - Present
Towers Watson November 2010 - December 2014
Towers Perrin April 2007 - December 2010
Towers Perrin June 2003 - April 2007
Towers Watson December 2002 - June 2003
Legg Mason 1999 - 2002
Foundation Fighting Blindness 1997 - 1999
Education
Harvard University 2014 — 2016
Graduate Program
University of Southern California - Marshall School of Business 2013 — 2013
Executive Education
University of Maryland University College
Towers Watson January 2015 - Present
Towers Watson November 2010 - December 2014
Towers Perrin April 2007 - December 2010
Towers Perrin June 2003 - April 2007
Towers Watson December 2002 - June 2003
Legg Mason 1999 - 2002
Foundation Fighting Blindness 1997 - 1999
Education
Harvard University 2014 — 2016
Graduate Program
University of Southern California - Marshall School of Business 2013 — 2013
Executive Education
University of Maryland University College
Domenico DeCarlo Domenico DeCarlo's Legg Mason Experience May 2008 - June 2011
Job Wholesaler at Wisdom Tree
Industry Financial Services
Experience
WisdomTree Asset Management July 2011 - Present
Legg Mason May 2008 - June 2011
AXA Advisors August 2007 - May 2008
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Separately Managed..., Series 7, Series 63, ETFs, Alternative Investments, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Securities, 401k, Retirement Planning, Retirement, Asset Managment, Uniform Combined State..., Financial Markets
Education
Johnson and Wales University 2005 — 2007
B.S., Financial Service Management
Saint Petersburg State University of Economics and Finance 2006 — 2006
Finance
State University of New York College at Oneonta 2003 — 2005
Business Economics
WisdomTree Asset Management July 2011 - Present
Legg Mason May 2008 - June 2011
AXA Advisors August 2007 - May 2008
Skills
Mutual Funds, Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Separately Managed..., Series 7, Series 63, ETFs, Alternative Investments, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Securities, 401k, Retirement Planning, Retirement, Asset Managment, Uniform Combined State..., Financial Markets
Education
Johnson and Wales University 2005 — 2007
B.S., Financial Service Management
Saint Petersburg State University of Economics and Finance 2006 — 2006
Finance
State University of New York College at Oneonta 2003 — 2005
Business Economics
Ty McDaniel, CIMA ®'s Legg Mason Experience 2008 - 2012
Job Financial Services Sales Executive
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
Matthew Nelsen Matthew Nelsen's Legg Mason Experience June 2010 - August 2010
Job Broker at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
Kate Gibbons Kate Gibbons's Legg Mason Experience 1999 - 2002
Job Teacher
Industry Primary/Secondary Education
Experience
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Ryan Cvrkel Ryan Cvrkel's Legg Mason Experience April 2005 - April 2006
Job Vice President, Capital MarketsInstitutional Strategist at Direxion Investments
Industry Financial Services
Experience
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Mayya Fayerman Mayya Fayerman's Legg Mason Experience June 2006 - March 2009
Job Financial Reporting Analyst
Industry Broadcast Media
Experience
iN DEMAND January 2012 - Present
iN DEMAND 2012 - Present
Legg Mason June 2006 - March 2009
Reich & Tang Funds November 2004 - June 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Account Reconciliation, Analysis, Outlook, Accounts Receivable, Finance, Budgets, Cash Management, Financial Accounting
Education
Pace University - Lubin School of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Kingsborough Community College 2000 — 2002
Associate's degree, Accounting
iN DEMAND January 2012 - Present
iN DEMAND 2012 - Present
Legg Mason June 2006 - March 2009
Reich & Tang Funds November 2004 - June 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Account Reconciliation, Analysis, Outlook, Accounts Receivable, Finance, Budgets, Cash Management, Financial Accounting
Education
Pace University - Lubin School of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Kingsborough Community College 2000 — 2002
Associate's degree, Accounting
Thomas S Arnold Thomas S Arnold's Legg Mason Experience April 2003 - October 2005
Job Tactical Emergency Medical Technician
Industry Security and Investigations
Experience
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
Chris W. Fuller, CCSA, MBA Chris W. Fuller, CCSA, MBA's Legg Mason Experience March 2000 - September 2002
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Bank of America August 2011 - April 2013
McBee Associates, Inc. May 2010 - February 2011
KPMG Advisory October 2004 - October 2009
PricewaterhouseCoopers January 2004 - December 2004
Protiviti January 2003 - December 2003
Legg Mason March 2000 - September 2002
Branch, Cabell & Co. July 1998 - March 2000
Skills
Regulatory Reporting, Compliance, Compliance Audits, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Due Diligence, Financial Analysis, Enterprise Risk..., COSO, SEC filings, Risk Management, IT Audit, Financial Reporting
Education
James Madison University 2001 — 2003
MBA, MBA
Wells Fargo April 2013 - Present
Bank of America August 2011 - April 2013
McBee Associates, Inc. May 2010 - February 2011
KPMG Advisory October 2004 - October 2009
PricewaterhouseCoopers January 2004 - December 2004
Protiviti January 2003 - December 2003
Legg Mason March 2000 - September 2002
Branch, Cabell & Co. July 1998 - March 2000
Skills
Regulatory Reporting, Compliance, Compliance Audits, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Due Diligence, Financial Analysis, Enterprise Risk..., COSO, SEC filings, Risk Management, IT Audit, Financial Reporting
Education
James Madison University 2001 — 2003
MBA, MBA
Lauren Catino Lauren Catino's Legg Mason Experience May 2014 - Present
Job Assistant Vice President, Product Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason August 2011 - Present
Elizabeth Arden June 2010 - August 2010
Skills
Google Analytics, Access, Wordpress, Outlook, PowerPoint, Microsoft Excel, HTML, Google Webmaster Tools, Google Adwords, Microsoft Office, SEO, Online Advertising, PPC, Facebook, Email Marketing, Salesforce.com, Omniture, SharePoint, Analytics, Marketing, SEM, Social Media, Social Media Marketing, Web Marketing, WordPress
Education
James Madison University 2007 — 2011
BBA, Marketing, Business to Consumer (B2C)
Legg Mason May 2014 - Present
Legg Mason August 2011 - Present
Elizabeth Arden June 2010 - August 2010
Skills
Google Analytics, Access, Wordpress, Outlook, PowerPoint, Microsoft Excel, HTML, Google Webmaster Tools, Google Adwords, Microsoft Office, SEO, Online Advertising, PPC, Facebook, Email Marketing, Salesforce.com, Omniture, SharePoint, Analytics, Marketing, SEM, Social Media, Social Media Marketing, Web Marketing, WordPress
Education
James Madison University 2007 — 2011
BBA, Marketing, Business to Consumer (B2C)
Ed McCaulley's Legg Mason Experience May 1999 - June 2004
Job Risk Management Professional
Industry Management Consulting
Experience
Fidelity National Information Services May 2015 - Present
Accume Partners October 2013 - February 2015
Accume Partners March 2005 - October 2013
Legg Mason May 1999 - June 2004
Fidelity & Guaranty Life November 1998 - April 1999
USF&G Insurance November 1997 - November 1998
USF&G Insurance June 1996 - November 1997
USF&G Insurance February 1995 - June 1996
USF&G Insurance August 1993 - February 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., US GAAP, SEC filings, Insurance, GAAP, Risk Assessment, Accounting, Financial Accounting, COSO, Account Reconciliation, External Audit, CPA, Risk Management, Project Management, Microsoft Excel, Due Diligence, Financial Reporting, Financial Audits, Financial Statements, Vendor Management, Process Improvement, Corporate Governance, Business Process..., Access Database, Broker-Dealer, Process Flow Charts, Data Mining, Account Management, Contract Negotiation, Profit Margins, Finance, Banking, Operational Risk, Compliance, Audit, ERM, COSO Framework, Financial Services
Education
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Law
Kent State University 1990 — 1991
MBA, Business
Kent State University 1986 — 1990
BBA, Accounting
Fidelity National Information Services May 2015 - Present
Accume Partners October 2013 - February 2015
Accume Partners March 2005 - October 2013
Legg Mason May 1999 - June 2004
Fidelity & Guaranty Life November 1998 - April 1999
USF&G Insurance November 1997 - November 1998
USF&G Insurance June 1996 - November 1997
USF&G Insurance February 1995 - June 1996
USF&G Insurance August 1993 - February 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., US GAAP, SEC filings, Insurance, GAAP, Risk Assessment, Accounting, Financial Accounting, COSO, Account Reconciliation, External Audit, CPA, Risk Management, Project Management, Microsoft Excel, Due Diligence, Financial Reporting, Financial Audits, Financial Statements, Vendor Management, Process Improvement, Corporate Governance, Business Process..., Access Database, Broker-Dealer, Process Flow Charts, Data Mining, Account Management, Contract Negotiation, Profit Margins, Finance, Banking, Operational Risk, Compliance, Audit, ERM, COSO Framework, Financial Services
Education
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Law
Kent State University 1990 — 1991
MBA, Business
Kent State University 1986 — 1990
BBA, Accounting
Glenn Shank's Legg Mason Experience September 2012 - Present
Job Campus Support at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason September 2012 - Present
Harford County Government, Harford County, Maryland August 2011 - September 2012
Chipotle Mexican Grill April 2006 - November 2010
Skills
Technical Support, Networking, Computer Hardware, Active Directory, Windows 7, Network Security, Help Desk Support, Software Installation, Microsoft Office, CCENT, Wireless Networking, Remote Desktop, Microsoft Certified..., Troubleshooting, Windows, Cisco IOS, Cisco Routers, IPv6, NAT, LAN-WAN, Subnetting, EIGRP, OSPF, FHRP, Frame Relay, Cisco
Education
Harford Community College 2010 — 2011
C Milton Wright HS 2000 — 2004
Legg Mason September 2012 - Present
Harford County Government, Harford County, Maryland August 2011 - September 2012
Chipotle Mexican Grill April 2006 - November 2010
Skills
Technical Support, Networking, Computer Hardware, Active Directory, Windows 7, Network Security, Help Desk Support, Software Installation, Microsoft Office, CCENT, Wireless Networking, Remote Desktop, Microsoft Certified..., Troubleshooting, Windows, Cisco IOS, Cisco Routers, IPv6, NAT, LAN-WAN, Subnetting, EIGRP, OSPF, FHRP, Frame Relay, Cisco
Education
Harford Community College 2010 — 2011
C Milton Wright HS 2000 — 2004
Easwar Katipalli Easwar Katipalli's Legg Mason Experience October 2006 - March 2008
Job Consultant at Amplifi Commerce
Industry Computer Software
Experience
Amplifi Commerce January 2013 - Present
HEB November 2009 - January 2013
Oracle January 2009 - August 2009
Legg Mason October 2006 - March 2008
Marlabs Inc 2008 - 2008
Verizon Data Services 2006 - 2007
Skills
Weblogic, Java Enterprise Edition, Spring, Web Services, SOA, Struts, JMS, Oracle, JBoss Application Server, Hibernate, XML, Agile Methodologies, ATG, ATG Dynamo, ATG Commerce, ATG Search, ATG Content..., Java, E-commerce, Ant, Servlets, Integration, JUnit, JSP, Tomcat, Websphere, JDBC, Sun Certified Java..., Requirements Analysis, J2EE Application..., EJB, WebLogic
Education
Universität Dortmund 2002 — 2004
Masters, Computer Science
Jawaharlal Nehru Technological University 1998 — 2002
Btech, Computer Science
Osmania University 1995 — 1997
intermediate, MPC
Kendriya Vidyalaya 1985 — 1995
Amplifi Commerce January 2013 - Present
HEB November 2009 - January 2013
Oracle January 2009 - August 2009
Legg Mason October 2006 - March 2008
Marlabs Inc 2008 - 2008
Verizon Data Services 2006 - 2007
Skills
Weblogic, Java Enterprise Edition, Spring, Web Services, SOA, Struts, JMS, Oracle, JBoss Application Server, Hibernate, XML, Agile Methodologies, ATG, ATG Dynamo, ATG Commerce, ATG Search, ATG Content..., Java, E-commerce, Ant, Servlets, Integration, JUnit, JSP, Tomcat, Websphere, JDBC, Sun Certified Java..., Requirements Analysis, J2EE Application..., EJB, WebLogic
Education
Universität Dortmund 2002 — 2004
Masters, Computer Science
Jawaharlal Nehru Technological University 1998 — 2002
Btech, Computer Science
Osmania University 1995 — 1997
intermediate, MPC
Kendriya Vidyalaya 1985 — 1995
Chad B. Chilcot Chad B. Chilcot's Legg Mason Experience July 2004 - September 2005
Job Director, Institutional Equity Sales Stifel
Industry Financial Services
Experience
Stifel Nicolaus & Company September 2006 - Present
Stifel Nicolaus & Company September 2005 - September 2006
Legg Mason July 2004 - September 2005
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Finance, Alternative Investments, Bloomberg, Financial Modeling, Capital Markets, Asset Management, Equity Research, Valuation, Financial Analysis, Securities, Investments, FINRA, Mutual Funds, Credit, Portfolio Management
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1998 — 2002
Bachelor of Science, Business Administration
Stifel Nicolaus & Company September 2006 - Present
Stifel Nicolaus & Company September 2005 - September 2006
Legg Mason July 2004 - September 2005
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Finance, Alternative Investments, Bloomberg, Financial Modeling, Capital Markets, Asset Management, Equity Research, Valuation, Financial Analysis, Securities, Investments, FINRA, Mutual Funds, Credit, Portfolio Management
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1998 — 2002
Bachelor of Science, Business Administration
Dave Rinehart, CFA Dave Rinehart, CFA's Legg Mason Experience 1998 - 2001
Job Senior Investment Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
Elaine Clancy Elaine Clancy's Legg Mason Experience July 2000 - July 2001
Job Senior Vice President at Lincoln Property Company
Industry Real Estate
Experience
Lincoln Property Company May 2012 - Present
General Services Administration February 2011 - May 2012
Celtic Capital Management May 2009 - February 2011
Choice Hotels International January 2006 - December 2008
Ferris Baker Watts July 2004 - January 2006
Legg Mason July 2000 - July 2001
Friedman, Billings, Ramsey & Co., Inc. June 1994 - July 2000
FBR Asset Management Corporation 1997 - 1999
Combined Properties, Inc. 1991 - 1993
Jones Lang LaSalle 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Strategy, Asset Management, Corporate Finance, Investments, Portfolio Management, Finance, Start-ups, Strategic Planning, Investment Banking, Real Estate, Restructuring, Leadership, Management, Corporate Development, Budgets, Negotiation, Financial Reporting, Investor Relations
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance, Organizational Behavior
James Madison University 1983 — 1987
BBA, Finance, International Business
Lincoln Property Company May 2012 - Present
General Services Administration February 2011 - May 2012
Celtic Capital Management May 2009 - February 2011
Choice Hotels International January 2006 - December 2008
Ferris Baker Watts July 2004 - January 2006
Legg Mason July 2000 - July 2001
Friedman, Billings, Ramsey & Co., Inc. June 1994 - July 2000
FBR Asset Management Corporation 1997 - 1999
Combined Properties, Inc. 1991 - 1993
Jones Lang LaSalle 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Strategy, Asset Management, Corporate Finance, Investments, Portfolio Management, Finance, Start-ups, Strategic Planning, Investment Banking, Real Estate, Restructuring, Leadership, Management, Corporate Development, Budgets, Negotiation, Financial Reporting, Investor Relations
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance, Organizational Behavior
James Madison University 1983 — 1987
BBA, Finance, International Business
Drew Mulford Drew Mulford's Legg Mason Experience January 2007 - April 2007
Job Real Estate Agent at Redfin
Industry Real Estate
Experience
Redfin November 2014 - Present
Redfin August 2014 - November 2014
Alertus Technologies March 2011 - July 2014
Laureate International Universities July 2007 - March 2011
Legg Mason January 2007 - April 2007
Maxim Healthcare Services July 2006 - December 2006
Richmond Braves January 2006 - June 2006
D.C. United August 2005 - December 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Business Development, Research, Social Media, Management, Marketing, Sales, Recruiting, Event Planning, Leadership, Solution Selling, Account Management, Sales Presentations, Sales Operations, Cold Calling, Team Building, Direct Sales, Ninja Skills
Education
Walden University 2008 — 2010
Master of Business Administration, Concentration HR and Leadership
James Madison University 2001 — 2005
Bachelor of Arts, History
Redfin November 2014 - Present
Redfin August 2014 - November 2014
Alertus Technologies March 2011 - July 2014
Laureate International Universities July 2007 - March 2011
Legg Mason January 2007 - April 2007
Maxim Healthcare Services July 2006 - December 2006
Richmond Braves January 2006 - June 2006
D.C. United August 2005 - December 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Business Development, Research, Social Media, Management, Marketing, Sales, Recruiting, Event Planning, Leadership, Solution Selling, Account Management, Sales Presentations, Sales Operations, Cold Calling, Team Building, Direct Sales, Ninja Skills
Education
Walden University 2008 — 2010
Master of Business Administration, Concentration HR and Leadership
James Madison University 2001 — 2005
Bachelor of Arts, History
Gabe Trasatti Gabe Trasatti's Legg Mason Experience 2000 - 2004
Job Personal Financial Specialist at Trasatti Wealth Planning, LLC
Industry Investment Management
Experience
Trasatti Wealth Planning, LLC 2004 - Present
Pinnacle Advisory Group April 2012 - December 2012
Levin Group 2005 - 2006
Legg Mason 2000 - 2004
PricewaterhouseCoopers 1994 - 2000
Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Financial Advisory, Wealth, Personal Finance, Strategic Financial..., Wealth Management..., Financial Services
Education
James Madison University 1990 — 1994
BBA, Accounting
Trasatti Wealth Planning, LLC 2004 - Present
Pinnacle Advisory Group April 2012 - December 2012
Levin Group 2005 - 2006
Legg Mason 2000 - 2004
PricewaterhouseCoopers 1994 - 2000
Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Financial Advisory, Wealth, Personal Finance, Strategic Financial..., Wealth Management..., Financial Services
Education
James Madison University 1990 — 1994
BBA, Accounting
Joseph Ciombor Joseph Ciombor's Legg Mason Experience August 2014 - Present
Job Internal Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Equities Trader January 2013 - July 2014
Morgan Stanley Wealth Management August 2010 - January 2013
Morgan Stanley Wealth Management December 2008 - August 2010
Skills
Options, Equity Trading, Series 7, Series 63, Series 65, Asset Allocation, Project Management, Wealth Management, Portfolio Management, Investments, Investment Strategies, Risk Management, Financial Analysis, Trading, Finance, Equity Research, Mutual Funds, Fixed Income, Securities
Education
James Madison University 2003 — 2007
Bachelor's degree, Finance
Legg Mason August 2014 - Present
Equities Trader January 2013 - July 2014
Morgan Stanley Wealth Management August 2010 - January 2013
Morgan Stanley Wealth Management December 2008 - August 2010
Skills
Options, Equity Trading, Series 7, Series 63, Series 65, Asset Allocation, Project Management, Wealth Management, Portfolio Management, Investments, Investment Strategies, Risk Management, Financial Analysis, Trading, Finance, Equity Research, Mutual Funds, Fixed Income, Securities
Education
James Madison University 2003 — 2007
Bachelor's degree, Finance
Alexandra Coughlan Alexandra Coughlan's Legg Mason Experience August 2013 - Present
Job Marketing Associate at Legg Mason
Industry Public Relations and Communications
Experience
Legg Mason August 2013 - Present
Adelphi NY Statewide Breast Cancer Hotline & Support Program January 2013 - May 2013
Hofstra University September 2009 - May 2013
d2 Public Relation Firm and Promotions May 2012 - August 2012
TEAM Enterprises May 2012 - August 2012
Skills
Facebook, Public Relations, Press Releases, Social Media, Blogging, Publicity, Media Relations, Social Media Marketing, Event Planning, Social Networking, Cision, Marketing Communications, PowerPoint, Strategic Communications, Public Speaking, Pinterest, Event Management, Microsoft Office, Marketing, Email Marketing, Marketing Strategy, Project Management
Education
Hofstra University 2009 — 2013
Bachelor of Arts (BA), Public Relations/Image Management
Legg Mason August 2013 - Present
Adelphi NY Statewide Breast Cancer Hotline & Support Program January 2013 - May 2013
Hofstra University September 2009 - May 2013
d2 Public Relation Firm and Promotions May 2012 - August 2012
TEAM Enterprises May 2012 - August 2012
Skills
Facebook, Public Relations, Press Releases, Social Media, Blogging, Publicity, Media Relations, Social Media Marketing, Event Planning, Social Networking, Cision, Marketing Communications, PowerPoint, Strategic Communications, Public Speaking, Pinterest, Event Management, Microsoft Office, Marketing, Email Marketing, Marketing Strategy, Project Management
Education
Hofstra University 2009 — 2013
Bachelor of Arts (BA), Public Relations/Image Management
Matthew Carlson Matthew Carlson's Legg Mason Experience February 2007 - May 2007
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting March 2014 - Present
Deloitte Consulting June 2011 - March 2014
Deloitte Consulting September 2009 - May 2011
William Blair and Company 2008 - 2008
Hub Group June 2007 - August 2007
Legg Mason February 2007 - May 2007
Skills
Management Consulting, Requirements Gathering, Business Intelligence, Financial Modeling, Program Management, Data Warehousing, Reporting & Analysis, Sales Support, Dashboards, Business Strategy, Client Relationship..., ERP, Analysis, IT Strategy, Strategy
Education
The Johns Hopkins University 2005 — 2009
Bachelor's Degree, Economics
Indiana University - Kelley School of Business 2011 — 2011
Business Analytics
Royal Holloway, University of London 2008 — 2008
Economics
Loomis Chaffee 2003 — 2005
Deloitte Consulting March 2014 - Present
Deloitte Consulting June 2011 - March 2014
Deloitte Consulting September 2009 - May 2011
William Blair and Company 2008 - 2008
Hub Group June 2007 - August 2007
Legg Mason February 2007 - May 2007
Skills
Management Consulting, Requirements Gathering, Business Intelligence, Financial Modeling, Program Management, Data Warehousing, Reporting & Analysis, Sales Support, Dashboards, Business Strategy, Client Relationship..., ERP, Analysis, IT Strategy, Strategy
Education
The Johns Hopkins University 2005 — 2009
Bachelor's Degree, Economics
Indiana University - Kelley School of Business 2011 — 2011
Business Analytics
Royal Holloway, University of London 2008 — 2008
Economics
Loomis Chaffee 2003 — 2005
Jason Emmett Jason Emmett's Legg Mason Experience January 2007 - March 2010
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
Allianz Global Investors May 2010 - July 2013
Legg Mason January 2007 - March 2010
David Lerner Associates June 2006 - December 2006
Smith Barney January 2005 - May 2006
Education
Wagner College 1999 — 2004
BA/MBA
Hamilton College 1995 — 1997
NA, Government
Allianz Global Investors August 2013 - Present
Allianz Global Investors May 2010 - July 2013
Legg Mason January 2007 - March 2010
David Lerner Associates June 2006 - December 2006
Smith Barney January 2005 - May 2006
Education
Wagner College 1999 — 2004
BA/MBA
Hamilton College 1995 — 1997
NA, Government
Bill Snyder Bill Snyder's Legg Mason Experience August 2000 - Present
Job National Accounts Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2000 - Present
US Surgical January 1990 - August 2000
Education
Juniata College
Legg Mason August 2000 - Present
US Surgical January 1990 - August 2000
Education
Juniata College
Adam Rainey Adam Rainey's Legg Mason Experience September 2002 - December 2002
Job Vice President, Investment Banking (Mergers & Acquisitions Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Daniel Steen Daniel Steen's Legg Mason Experience January 2007 - January 2012
Job Sr. Systems Engineer at Traitify
Industry Information Technology and Services
Experience
Traitify (formerly Woofound, Inc.) June 2014 - Present
Millennial Media January 2012 - June 2014
Legg Mason January 2007 - January 2012
Software Development July 2001 - January 2012
Capalon Communications March 2004 - January 2007
Independent Consultant February 2000 - September 2004
MacsPlus October 2003 - March 2004
Skills
Linux, Perl, Unix, MySQL, DNS, PHP, Servers, Solaris, JavaScript, Java, SQL, Operating Systems, Security, DHCP, Windows, Ruby, Python, XML, Citrix, Software Development, Firewalls
Education
Harvard University 2003 — 2010
A.L.M., Information Technology
Towson University 2001 — 2002
Computer Courses
Ner Israel Rabbinical College 2000 — 2002
B.A., Talmudic Law
Traitify (formerly Woofound, Inc.) June 2014 - Present
Millennial Media January 2012 - June 2014
Legg Mason January 2007 - January 2012
Software Development July 2001 - January 2012
Capalon Communications March 2004 - January 2007
Independent Consultant February 2000 - September 2004
MacsPlus October 2003 - March 2004
Skills
Linux, Perl, Unix, MySQL, DNS, PHP, Servers, Solaris, JavaScript, Java, SQL, Operating Systems, Security, DHCP, Windows, Ruby, Python, XML, Citrix, Software Development, Firewalls
Education
Harvard University 2003 — 2010
A.L.M., Information Technology
Towson University 2001 — 2002
Computer Courses
Ner Israel Rabbinical College 2000 — 2002
B.A., Talmudic Law
Joe Dolan Joe Dolan's Legg Mason Experience 1997 - August 2011
Job Partner at kasina
Industry Financial Services
Experience
kasina May 2012 - Present
Legg Mason 1997 - August 2011
Kemper Unit Investment Trusts 1995 - 1997
Citicorp Investment Services 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Dreyfus 1988 - 1992
Skills
Mutual Funds, Managed Accounts, Closed-end Funds, Series 24, Distribution Consulting, Sales Management, Strategic Planning, Compensation Structure..., Managing Accounts, Alternative Investments, Asset Management, Compensation Structures, Equities, Financial Advisory, Financial Services, Investment Management, Investments, Risk Management, Sales, Securities, Separately Managed..., Series 7, Strategy, Wealth Management
Education
Hofstra University 1989 — 1992
BS, Applied Economics
kasina May 2012 - Present
Legg Mason 1997 - August 2011
Kemper Unit Investment Trusts 1995 - 1997
Citicorp Investment Services 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Dreyfus 1988 - 1992
Skills
Mutual Funds, Managed Accounts, Closed-end Funds, Series 24, Distribution Consulting, Sales Management, Strategic Planning, Compensation Structure..., Managing Accounts, Alternative Investments, Asset Management, Compensation Structures, Equities, Financial Advisory, Financial Services, Investment Management, Investments, Risk Management, Sales, Securities, Separately Managed..., Series 7, Strategy, Wealth Management
Education
Hofstra University 1989 — 1992
BS, Applied Economics
Krista Lepore Krista Lepore's Legg Mason Experience December 2014 - Present
Job Junior Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2014 - Present
Gartner March 2014 - September 2014
Ryder Supply Chain Solutions June 2013 - November 2013
Pavé Life May 2012 - August 2012
Pavé Life March 2012 - May 2012
Manhattan Place Entertainment Inc. May 2011 - August 2011
Skills
Social Media Marketing, Social Media, Marketing, Marketing Communications, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Constant Contact, Microsoft Word, Facebook, Marketing Research, Team Leadership, Email Marketing, Market Research, Social Networking, Event Planning, Sales
Education
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Trumbull High School 2005 — 2009
High School Diploma
Legg Mason December 2014 - Present
Gartner March 2014 - September 2014
Ryder Supply Chain Solutions June 2013 - November 2013
Pavé Life May 2012 - August 2012
Pavé Life March 2012 - May 2012
Manhattan Place Entertainment Inc. May 2011 - August 2011
Skills
Social Media Marketing, Social Media, Marketing, Marketing Communications, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Constant Contact, Microsoft Word, Facebook, Marketing Research, Team Leadership, Email Marketing, Market Research, Social Networking, Event Planning, Sales
Education
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Trumbull High School 2005 — 2009
High School Diploma
Lola Sule Lola Sule's Legg Mason Experience September 2012 - Present
Job Staff Accountant at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2012 - Present
University of Maryland, School of Social Work October 2010 - September 2012
University of Maryland, School of Social Work August 2009 - October 2010
University of Maryland, Dental School October 2008 - July 2009
University of Maryland, School of Pharmacy October 2008 - July 2009
University of Maryland, Dental School April 2008 - July 2009
Swift Staffing- University of Maryland, Dental School March 2008 - October 2008
Parks & People Foundation June 2007 - August 2007
Immaculata University August 2006 - May 2007
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, QuickBooks, Peachtree, Accounting, Analysis, Journal Entries, Financial Statements, Account Reconciliation, Data Entry
Education
University of Baltimore 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Immaculata University 2004 — 2007
Bachelor of Science, Accounting
Legg Mason September 2012 - Present
University of Maryland, School of Social Work October 2010 - September 2012
University of Maryland, School of Social Work August 2009 - October 2010
University of Maryland, Dental School October 2008 - July 2009
University of Maryland, School of Pharmacy October 2008 - July 2009
University of Maryland, Dental School April 2008 - July 2009
Swift Staffing- University of Maryland, Dental School March 2008 - October 2008
Parks & People Foundation June 2007 - August 2007
Immaculata University August 2006 - May 2007
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, QuickBooks, Peachtree, Accounting, Analysis, Journal Entries, Financial Statements, Account Reconciliation, Data Entry
Education
University of Baltimore 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Immaculata University 2004 — 2007
Bachelor of Science, Accounting
Ana Geller Ana Geller's Legg Mason Experience September 1996 - May 2006
Job Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Smith Barney May 2006 - March 2009
Legg Mason September 1996 - May 2006
Education
Gettysburg College 1990 — 1994
BA, International Management, French
Lincoln School
Robert W. Baird & Co. March 2009 - Present
Smith Barney May 2006 - March 2009
Legg Mason September 1996 - May 2006
Education
Gettysburg College 1990 — 1994
BA, International Management, French
Lincoln School
Alexander Salton Alexander Salton's Legg Mason Experience December 2011 - Present
Job Retirement National Accounts Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2011 - Present
Legg Mason September 2010 - Present
The Vanguard Group July 2008 - August 2010
The J Companies, LLC, New York, NY (http://www.thejcompanies.com/) June 2007 - September 2007
Skills
Series 7
Education
Haverford College
Bachelor of Arts, Economics
Legg Mason December 2011 - Present
Legg Mason September 2010 - Present
The Vanguard Group July 2008 - August 2010
The J Companies, LLC, New York, NY (http://www.thejcompanies.com/) June 2007 - September 2007
Skills
Series 7
Education
Haverford College
Bachelor of Arts, Economics
Matt Rutig, CIMA® Matt Rutig, CIMA®'s Legg Mason Experience March 2008 - May 2009
Job Vice PresidentDivision Sales Director, ALPS Inc. Exclusive Distributorof CoreCommodity Management (Formerly Jefferies)
Industry Investment Management
Experience
ALPS Inc., Exclusive Distributor of CoreCommodity Management (Formerly Jefferies LLC) April 2010 - Present
Legg Mason March 2008 - May 2009
OppenheimerFunds/OFI Private Investments January 2004 - March 2007
Bank of New York Mellon - Dreyfus 1993 - 2004
Skills
Mutual Funds, Asset Managment, Financial Advisory, Financial Services, Wealth, Alternative Investments, Series 7, Series 63, ETFs, Asset Allocation, Hedge Funds, Investment Management, Fixed Income, Wealth Management, Separately Managed..., CIMA, Securities, Asset Management, Retirement Planning, Investment Strategies, Investment Advisory
Education
Hofstra University 1987 — 1990
Bachelor of Business Administration, Marketing
Rutgers University – Camden
Executive Education, Portfoliio Management Using Equity Options Certificate
University of Pennsylvania - The Wharton School
Executive Education, Certified Investment Mangagement Analyst
ALPS Inc., Exclusive Distributor of CoreCommodity Management (Formerly Jefferies LLC) April 2010 - Present
Legg Mason March 2008 - May 2009
OppenheimerFunds/OFI Private Investments January 2004 - March 2007
Bank of New York Mellon - Dreyfus 1993 - 2004
Skills
Mutual Funds, Asset Managment, Financial Advisory, Financial Services, Wealth, Alternative Investments, Series 7, Series 63, ETFs, Asset Allocation, Hedge Funds, Investment Management, Fixed Income, Wealth Management, Separately Managed..., CIMA, Securities, Asset Management, Retirement Planning, Investment Strategies, Investment Advisory
Education
Hofstra University 1987 — 1990
Bachelor of Business Administration, Marketing
Rutgers University – Camden
Executive Education, Portfoliio Management Using Equity Options Certificate
University of Pennsylvania - The Wharton School
Executive Education, Certified Investment Mangagement Analyst
Lanitra Jackson Lanitra Jackson's Legg Mason Experience October 2006 - January 2011
Job Accounting Manager, Entrepreneur
Industry Accounting
Experience
Beauty-in-a-Purse January 2011 - Present
Community Conferencing Center September 2010 - January 2012
Legg Mason October 2006 - January 2011
Discovery Communications March 2001 - October 2006
Stewart Enterprises May 1997 - March 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Non-profits, Managerial Finance, Microsoft Excel, Forecasting, Finance, PeopleSoft, Process Improvement
Education
Hampton University
B.S., Accounting
Beauty-in-a-Purse January 2011 - Present
Community Conferencing Center September 2010 - January 2012
Legg Mason October 2006 - January 2011
Discovery Communications March 2001 - October 2006
Stewart Enterprises May 1997 - March 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Non-profits, Managerial Finance, Microsoft Excel, Forecasting, Finance, PeopleSoft, Process Improvement
Education
Hampton University
B.S., Accounting
Stephen Draghi's Legg Mason Experience May 2015 - August 2015
Job Mutual Fund Tax Intern at Legg Mason
Industry Accounting
Experience
Legg Mason May 2015 - August 2015
Massachusetts Small Business Development Center Network Western Regional Office December 2014 - May 2015
Five Guys Burgers and Fries May 2013 - January 2015
Central Rock Climbing Gym October 2014 - December 2014
Skills
Easily Adaptable, Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Cashiering, Microsoft Office, Financial Reporting, Personal Income Tax..., Data Entry, Corporate Tax, Accounting, Economics, Customer Satisfaction
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 2011 — 2016
Bachelor of Science (B.S.), Economics
John Cabot University 2013 — 2013
Simsbury High School 2007 — 2011
Legg Mason May 2015 - August 2015
Massachusetts Small Business Development Center Network Western Regional Office December 2014 - May 2015
Five Guys Burgers and Fries May 2013 - January 2015
Central Rock Climbing Gym October 2014 - December 2014
Skills
Easily Adaptable, Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Cashiering, Microsoft Office, Financial Reporting, Personal Income Tax..., Data Entry, Corporate Tax, Accounting, Economics, Customer Satisfaction
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 2011 — 2016
Bachelor of Science (B.S.), Economics
John Cabot University 2013 — 2013
Simsbury High School 2007 — 2011
Ariana Harris, CFP(R)'s Legg Mason Experience December 2005 - December 2012
Job Regional Vice President at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica June 2015 - Present
Goldman Sachs January 2013 - June 2015
Legg Mason December 2005 - December 2012
Legg Mason November 2002 - December 2005
Smith Barney August 2000 - October 2002
Skills
Mutual Funds, Financial Advisory, Retirement Planning, Sales, Finance, Separately Managed..., Series 7, Investments, 529 Plans, Variable Annuities, Alternative Investments, Series 63, Wealth Management, Asset Allocation, Asset Management, MLPs, Territory Management, Relationship Management, Certified Financial...
Education
James Madison University 1996 — 2000
B.B.A., Marketing
James Madison University 1996 — 2000
BBA, Marketing and Information Systems
Transamerica June 2015 - Present
Goldman Sachs January 2013 - June 2015
Legg Mason December 2005 - December 2012
Legg Mason November 2002 - December 2005
Smith Barney August 2000 - October 2002
Skills
Mutual Funds, Financial Advisory, Retirement Planning, Sales, Finance, Separately Managed..., Series 7, Investments, 529 Plans, Variable Annuities, Alternative Investments, Series 63, Wealth Management, Asset Allocation, Asset Management, MLPs, Territory Management, Relationship Management, Certified Financial...
Education
James Madison University 1996 — 2000
B.B.A., Marketing
James Madison University 1996 — 2000
BBA, Marketing and Information Systems
Brian MacDonald, CSM, CSPO's Legg Mason Experience December 2004 - April 2007
Job Head of RealTime Development and Engineering at S&P Capital IQ
Industry Financial Services
Experience
Ventus Wireless January 2012 - September 2013
Legg Mason Technology Services April 2007 - January 2012
Legg Mason December 2004 - April 2007
Citigroup Asset Management November 2002 - November 2004
Citi November 2000 - November 2002
General Electric Asset Management October 1999 - November 2000
General Electric Asset Management September 1998 - October 1999
Fidelity Brokerage Services June 1996 - August 1998
Skills
Project Management, Agile Project Management, Program Management, Business Analysis, Strategic Planning, Trading Systems, Electronic Trading, FIX, Vendor Management, Equities, Integration, Market Data, Team Building, Financial Services, 4G, LTE, Wireless Networking, IT Infrastructure..., Agile Methodologies, Disaster Recovery, Strategy, Management, SaaS, Information Technology, Leadership, Trading, Business Requirements, IT Management, IT Strategy, PMP, Executive Management, IT Operations, Outsourcing, Software Project..., Networking, SDLC, Governance, Testing, Software Development, Data Warehousing, Portfolio Management, SharePoint, Analysis, Strategic Partnerships, Change Management, Network Architecture, Quality Assurance, Infrastructure, Oracle, Process Improvement
Education
Keene State College 1991 — 1994
BS, Business Administration
Ventus Wireless January 2012 - September 2013
Legg Mason Technology Services April 2007 - January 2012
Legg Mason December 2004 - April 2007
Citigroup Asset Management November 2002 - November 2004
Citi November 2000 - November 2002
General Electric Asset Management October 1999 - November 2000
General Electric Asset Management September 1998 - October 1999
Fidelity Brokerage Services June 1996 - August 1998
Skills
Project Management, Agile Project Management, Program Management, Business Analysis, Strategic Planning, Trading Systems, Electronic Trading, FIX, Vendor Management, Equities, Integration, Market Data, Team Building, Financial Services, 4G, LTE, Wireless Networking, IT Infrastructure..., Agile Methodologies, Disaster Recovery, Strategy, Management, SaaS, Information Technology, Leadership, Trading, Business Requirements, IT Management, IT Strategy, PMP, Executive Management, IT Operations, Outsourcing, Software Project..., Networking, SDLC, Governance, Testing, Software Development, Data Warehousing, Portfolio Management, SharePoint, Analysis, Strategic Partnerships, Change Management, Network Architecture, Quality Assurance, Infrastructure, Oracle, Process Improvement
Education
Keene State College 1991 — 1994
BS, Business Administration
Devin Murphy Devin Murphy's Legg Mason Experience April 2015 - Present
Job Product Analyst at Legg Mason
Industry Investment Management
Experience
Legg Mason April 2015 - Present
T. Rowe Price March 2011 - April 2015
T. Rowe Price October 2007 - February 2011
T. Rowe Price September 2004 - September 2007
Skills
Excel, PowerPoint, Word, Competitive Analysis, Analytics, Market Research, Microsoft Office, Market Analysis, Marketing Research, Microsoft Excel
Education
Loyola University, Sellinger School of Business and Management 2007 — 2010
MBA, International Business
Lafayette College 2000 — 2004
Bachelors, Economics and Business
Legg Mason April 2015 - Present
T. Rowe Price March 2011 - April 2015
T. Rowe Price October 2007 - February 2011
T. Rowe Price September 2004 - September 2007
Skills
Excel, PowerPoint, Word, Competitive Analysis, Analytics, Market Research, Microsoft Office, Market Analysis, Marketing Research, Microsoft Excel
Education
Loyola University, Sellinger School of Business and Management 2007 — 2010
MBA, International Business
Lafayette College 2000 — 2004
Bachelors, Economics and Business
Shelly Gottesfeld Shelly Gottesfeld's Legg Mason Experience June 2008 - Present
Job AVP, Market Data Specialist at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason June 2008 - Present
SAFT 2005 - 2008
Skills
Management, Market Data, Contract Management, Enterprise Software, Procurement, Purchasing, Vendor Management, Program Management, SDLC, Business Analysis, Process Improvement, Requirements Analysis
Education
Loyola University Maryland 2008 — 2012
MBA, Management of Information Systems
Gettysburg College 2004 — 2008
BA, Computer Science
Legg Mason June 2008 - Present
SAFT 2005 - 2008
Skills
Management, Market Data, Contract Management, Enterprise Software, Procurement, Purchasing, Vendor Management, Program Management, SDLC, Business Analysis, Process Improvement, Requirements Analysis
Education
Loyola University Maryland 2008 — 2012
MBA, Management of Information Systems
Gettysburg College 2004 — 2008
BA, Computer Science
Katie Walsh Katie Walsh's Legg Mason Experience September 2014 - Present
Job Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2014 - Present
J.P. Morgan June 2013 - September 2014
AXA Advisors, LLC March 2008 - 2013
The Vanguard Group August 2007 - March 2008
AIG May 2006 - September 2006
Education
La Salle University 2003 — 2007
BA
Legg Mason September 2014 - Present
J.P. Morgan June 2013 - September 2014
AXA Advisors, LLC March 2008 - 2013
The Vanguard Group August 2007 - March 2008
AIG May 2006 - September 2006
Education
La Salle University 2003 — 2007
BA
Champe S. Andrews III's Legg Mason Experience September 1992 - December 1995
Job Financial Advisor | Specializing in private wealth management for business owners, executives and small institutions.
Industry Financial Services
Experience
Vice President at Harbor Investment Advisory, LLC January 2011 - Present
Deutsche Bank Alex. Brown December 1995 - January 2011
Alex. Brown & Sons December 1995 - January 2011
Legg Mason September 1992 - December 1995
Skills
Investment Advisory, Asset Management, Financial Planning, Series 63, Investments, Portfolio Management, Risk Management, Retirement Planning, Series 7, Asset Managment, Equities, Wealth Management, Wealth Management..., Fixed Income, Bloomberg, Alternative Investments
Education
Loyola University Maryland 1997 — 1999
MBA Sellinger School of Business, Finance
Hampden-Sydney College 1987 — 1987
BA, Economics
Easton High
Vice President at Harbor Investment Advisory, LLC January 2011 - Present
Deutsche Bank Alex. Brown December 1995 - January 2011
Alex. Brown & Sons December 1995 - January 2011
Legg Mason September 1992 - December 1995
Skills
Investment Advisory, Asset Management, Financial Planning, Series 63, Investments, Portfolio Management, Risk Management, Retirement Planning, Series 7, Asset Managment, Equities, Wealth Management, Wealth Management..., Fixed Income, Bloomberg, Alternative Investments
Education
Loyola University Maryland 1997 — 1999
MBA Sellinger School of Business, Finance
Hampden-Sydney College 1987 — 1987
BA, Economics
Easton High
Deepak Yinti Deepak Yinti's Legg Mason Experience June 2006 - December 2007
Job Sr Solution Architect
Industry Financial Services
Experience
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Matthew Reeds's Legg Mason Experience December 2014 - January 2015
Job Incoming Summer Controllers Financial Analyst at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs May 2015 - Present
Goldman Sachs May 2015 - August 2015
Legg Mason December 2014 - January 2015
Legg Mason June 2014 - August 2014
Baltimore Youth Alliance, Inc June 2013 - August 2013
Baltimore Youth Alliance, Inc June 2013 - August 2013
Baltimore Polytechnic Institute June 2011 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Team Leadership, Research, Directing, Computer Hardware, Microsoft Office 2007, Grant Writing, Outlook, Operating Systems, Peer Tutoring, Organizational..., Computer Repair, Information Security..., Hardware Development, Remote Troubleshooting, Technical Leadership, Active Directory, Visual Basic, Public Speaking, Customer Service, Management, Social Media, Microsoft Word, Event Planning, Data Analysis, Leadership
Education
Morgan State University 2013 — 2017
Bachelor of Science (BS), Major: Information Science and Systems Minor: Finance
Harvard Business School 2015 — 2015
HBX Core- Credential of Readiness
Baltimore Polytechnic Institute 2009 — 2013
Goldman Sachs May 2015 - Present
Goldman Sachs May 2015 - August 2015
Legg Mason December 2014 - January 2015
Legg Mason June 2014 - August 2014
Baltimore Youth Alliance, Inc June 2013 - August 2013
Baltimore Youth Alliance, Inc June 2013 - August 2013
Baltimore Polytechnic Institute June 2011 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Team Leadership, Research, Directing, Computer Hardware, Microsoft Office 2007, Grant Writing, Outlook, Operating Systems, Peer Tutoring, Organizational..., Computer Repair, Information Security..., Hardware Development, Remote Troubleshooting, Technical Leadership, Active Directory, Visual Basic, Public Speaking, Customer Service, Management, Social Media, Microsoft Word, Event Planning, Data Analysis, Leadership
Education
Morgan State University 2013 — 2017
Bachelor of Science (BS), Major: Information Science and Systems Minor: Finance
Harvard Business School 2015 — 2015
HBX Core- Credential of Readiness
Baltimore Polytechnic Institute 2009 — 2013
Liz Lange's Legg Mason Experience July 2012 - January 2014
Job Staff Accountant at Sinclair Broadcast Group
Industry Accounting
Experience
Sinclair Broadcast Group April 2014 - Present
EY January 2014 - April 2014
Legg Mason July 2012 - January 2014
KPMG US 2011 - 2012
James Madison Recreation Center October 2010 - July 2011
James Madison University May 2008 - May 2011
SC&H Group, LLC June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Tax Software, Accounting, Financial Accounting, Tax Research, Tax, Auditing, External Audit, Corporate Tax, Tax Preparation, Financial Reporting, Income Tax, QuickBooks, PowerPoint, Internal Controls, Microsoft Office, Tax Accounting
Education
James Madison University 2006 — 2011
Bachelor's degree, Accounting
James Madison University 2006 — 2011
BA, Accounting
Sinclair Broadcast Group April 2014 - Present
EY January 2014 - April 2014
Legg Mason July 2012 - January 2014
KPMG US 2011 - 2012
James Madison Recreation Center October 2010 - July 2011
James Madison University May 2008 - May 2011
SC&H Group, LLC June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Tax Software, Accounting, Financial Accounting, Tax Research, Tax, Auditing, External Audit, Corporate Tax, Tax Preparation, Financial Reporting, Income Tax, QuickBooks, PowerPoint, Internal Controls, Microsoft Office, Tax Accounting
Education
James Madison University 2006 — 2011
Bachelor's degree, Accounting
James Madison University 2006 — 2011
BA, Accounting
Christine Accardi Christine Accardi's Legg Mason Experience August 2014 - Present
Job Sales Service Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Allianz Global Investors April 2012 - August 2014
UBS Wealth Management May 2010 - August 2010
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Staples High School 2003 — 2007
Legg Mason August 2014 - Present
Allianz Global Investors April 2012 - August 2014
UBS Wealth Management May 2010 - August 2010
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Staples High School 2003 — 2007
Adrienne Ray Adrienne Ray's Legg Mason Experience 2000 - 2002
Job Data Analyst at Edaptive Systems, LLC
Industry
Experience
Edaptive Systems, LLC June 2014 - Present
DST Systems 2012 - Present
DST Brokerage Solutions March 2012 - June 2014
Legg Mason 2000 - 2002
Legg Mason 2000 - 2002
Skills
DB2, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Visio, Business Analysis, COBOL, JCL
Education
Howard University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Baltimore
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Edaptive Systems, LLC June 2014 - Present
DST Systems 2012 - Present
DST Brokerage Solutions March 2012 - June 2014
Legg Mason 2000 - 2002
Legg Mason 2000 - 2002
Skills
DB2, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Visio, Business Analysis, COBOL, JCL
Education
Howard University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Baltimore
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Michael Mezansky's Legg Mason Experience November 2014 - Present
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
Legg Mason November 2013 - November 2014
Legg Mason November 2012 - September 2013
FIRST Insurance Funding Corp March 2012 - November 2012
AXA Advisors July 2011 - February 2012
STG Capital Management June 2010 - August 2010
Btownmenus.com August 2008 - December 2009
Skills
Financial Advice, Marketing Strategy, Economics, Financial Modeling, Financial Planning, Retirement Planning, Alternative Investments, Financial Management, Microsoft Office, Coaching
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Economics
Legg Mason November 2014 - Present
Legg Mason November 2013 - November 2014
Legg Mason November 2012 - September 2013
FIRST Insurance Funding Corp March 2012 - November 2012
AXA Advisors July 2011 - February 2012
STG Capital Management June 2010 - August 2010
Btownmenus.com August 2008 - December 2009
Skills
Financial Advice, Marketing Strategy, Economics, Financial Modeling, Financial Planning, Retirement Planning, Alternative Investments, Financial Management, Microsoft Office, Coaching
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Economics
Kelly Crane Kelly Crane's Legg Mason Experience August 2014 - Present
Job .
Industry Marketing and Advertising
Experience
Legg Mason August 2014 - Present
Sotheby's International Realty September 2012 - July 2014
Skills
Social Media Marketing, Advertising, Social Media, Email Marketing, Marketing, Marketing Strategy, Facebook, Public Relations, Social Networking, Event Planning, Online Marketing, Online Advertising, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Photoshop
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Architecture, Economics, Env. Studies
Greenwich Academy
Legg Mason August 2014 - Present
Sotheby's International Realty September 2012 - July 2014
Skills
Social Media Marketing, Advertising, Social Media, Email Marketing, Marketing, Marketing Strategy, Facebook, Public Relations, Social Networking, Event Planning, Online Marketing, Online Advertising, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Photoshop
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Architecture, Economics, Env. Studies
Greenwich Academy
Emily Whitehouse Emily Whitehouse's Legg Mason Experience July 2006 - June 2011
Job Market Data Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2011 - Present
Legg Mason July 2006 - June 2011
T. Rowe Price 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Bloomberg, Asset Managment, Market Data, SDLC, Financial Services, Vendor Management, Mutual Funds, Investments, Analysis, Business Analysis, Trading Systems, Process Improvement, Equities, Fixed Income, Electronic Trading, Series 7, Securities, Financial Markets, Derivatives, Hedge Funds, Portfolio Management, Reference Data, Trading
Education
Hobart and William Smith Colleges 1997 — 2001
T. Rowe Price August 2011 - Present
Legg Mason July 2006 - June 2011
T. Rowe Price 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Bloomberg, Asset Managment, Market Data, SDLC, Financial Services, Vendor Management, Mutual Funds, Investments, Analysis, Business Analysis, Trading Systems, Process Improvement, Equities, Fixed Income, Electronic Trading, Series 7, Securities, Financial Markets, Derivatives, Hedge Funds, Portfolio Management, Reference Data, Trading
Education
Hobart and William Smith Colleges 1997 — 2001
Nicole Greenberg Nicole Greenberg's Legg Mason Experience November 2007 - August 2009
Job Resource Room Teacher at The Charter School of Educational Excellence
Industry Primary/Secondary Education
Experience
The Charter School of Educational Excellence August 2015 - Present
Harrison Central School District January 2014 - June 2015
NYC Department of Education June 2013 - January 2014
NYC Department of Education June 2011 - August 2013
Uncommon Schools January 2011 - June 2011
NYC Department of Education November 2010 - December 2010
NYC Department of Education September 2010 - October 2010
Ross Global Academy August 2009 - August 2010
Legg Mason November 2007 - August 2009
JPMorgan Chase August 2008 - November 2008
Skills
Classroom, Lesson Planning, Special Education, Curriculum Development, Teaching, Curriculum Design, Staff Development, Educational Technology, Tutoring, Public Speaking, Educational Leadership, Non-profits, Research, Event Planning, Instructional Design, Classroom Management, Editing, Elementary Education, Literacy, Teacher Training
Education
State University of New York at New Paltz 2013 — 2014
Master of Literacy Studies, Literacy Education B-6
Hofstra University 2008 — 2010
MS, Inclusive Elementary Special Education
Sacred Heart University 2003 — 2007
BS, Psychology
The Charter School of Educational Excellence August 2015 - Present
Harrison Central School District January 2014 - June 2015
NYC Department of Education June 2013 - January 2014
NYC Department of Education June 2011 - August 2013
Uncommon Schools January 2011 - June 2011
NYC Department of Education November 2010 - December 2010
NYC Department of Education September 2010 - October 2010
Ross Global Academy August 2009 - August 2010
Legg Mason November 2007 - August 2009
JPMorgan Chase August 2008 - November 2008
Skills
Classroom, Lesson Planning, Special Education, Curriculum Development, Teaching, Curriculum Design, Staff Development, Educational Technology, Tutoring, Public Speaking, Educational Leadership, Non-profits, Research, Event Planning, Instructional Design, Classroom Management, Editing, Elementary Education, Literacy, Teacher Training
Education
State University of New York at New Paltz 2013 — 2014
Master of Literacy Studies, Literacy Education B-6
Hofstra University 2008 — 2010
MS, Inclusive Elementary Special Education
Sacred Heart University 2003 — 2007
BS, Psychology
Elizabeth Coholan Elizabeth Coholan's Legg Mason Experience October 2011 - December 2014
Job Analyst at Solebury Communications Group
Industry Financial Services
Experience
Solebury Communications Group December 2014 - Present
Legg Mason October 2011 - December 2014
Enterprise Rent-A-Car May 2010 - January 2011
Anthony C LaValle Law Office May 2008 - January 2010
Skills
PowerPoint, Salesforce.com, Outlook, Photoshop, Word, Excel, Morningstar, DST, Management, Research, Customer Service, Microsoft Excel, Sales, Social Media, CRM, Event Planning
Education
Iona College 2007 — 2011
BA, International Business concentration in Finance
Westhill High School 2004 — 2007
Advanced designation diploma
Solebury Communications Group December 2014 - Present
Legg Mason October 2011 - December 2014
Enterprise Rent-A-Car May 2010 - January 2011
Anthony C LaValle Law Office May 2008 - January 2010
Skills
PowerPoint, Salesforce.com, Outlook, Photoshop, Word, Excel, Morningstar, DST, Management, Research, Customer Service, Microsoft Excel, Sales, Social Media, CRM, Event Planning
Education
Iona College 2007 — 2011
BA, International Business concentration in Finance
Westhill High School 2004 — 2007
Advanced designation diploma
Matt Tully, CIMA®'s Legg Mason Experience November 2010 - April 2014
Job Regional Sales Director at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Julia Smith Julia Smith's Legg Mason Experience September 1997 - October 2011
Job Assistant Director, Major Gifts
Industry Fund-Raising
Experience
United Way of Central Maryland September 2012 - Present
United Way of Central Maryland May 2012 - Present
Legg Mason September 1997 - October 2011
Legg Mason May 1994 - September 1996
Legg Mason May 1992 - May 1994
Legg Mason May 1986 - December 1990
Legg Mason December 1982 - May 1986
Skills
Building Strong..., Networking, Fundraising, Collaboration, Cross Functional..., Communication Skills, Customer Service, Identifying Client Needs, Listening to customers, Multi Tasking, Team Leadership, Positive Team Player, Program Management, Marketing, Management, Mutual Funds, Financial Services, Banking, Investments, Space utilization, Physical Security, Sustainability Reporting, Sales Operations, Corporate Relocation, Non-profits, Nonprofits, Grants, Grant Writing, Project Planning, Strategic Planning, Project Management, Spaces, Public Speaking, Non-profit..., Event Planning
Education
University of Richmond 1980 — 1982
Bachelor of Arts, Sociology
Gettysburg College 1978 — 1980
United Way of Central Maryland September 2012 - Present
United Way of Central Maryland May 2012 - Present
Legg Mason September 1997 - October 2011
Legg Mason May 1994 - September 1996
Legg Mason May 1992 - May 1994
Legg Mason May 1986 - December 1990
Legg Mason December 1982 - May 1986
Skills
Building Strong..., Networking, Fundraising, Collaboration, Cross Functional..., Communication Skills, Customer Service, Identifying Client Needs, Listening to customers, Multi Tasking, Team Leadership, Positive Team Player, Program Management, Marketing, Management, Mutual Funds, Financial Services, Banking, Investments, Space utilization, Physical Security, Sustainability Reporting, Sales Operations, Corporate Relocation, Non-profits, Nonprofits, Grants, Grant Writing, Project Planning, Strategic Planning, Project Management, Spaces, Public Speaking, Non-profit..., Event Planning
Education
University of Richmond 1980 — 1982
Bachelor of Arts, Sociology
Gettysburg College 1978 — 1980
Rotherick Tan's Legg Mason Experience October 2006 - August 2011
Job
Industry Information Technology and Services
Experience
Target June 2014 - Present
priceline.com March 2013 - May 2014
Priceline.com August 2011 - March 2013
Legg Mason October 2006 - August 2011
Polaris Software Lab December 2005 - October 2006
Citigroup Asset Management June 2005 - December 2005
Ecquaria June 2004 - May 2005
Accenture April 2002 - June 2004
Bluelight July 2000 - December 2001
Skills
Java, J2ee, Middleware, Application Support, Sybase, SDLC, WebSphere MQ, Perl, Unix, Oracle, SOA, Tomcat, SQL, Web Services, PL/SQL, Microsoft SQL Server, Autosys, Unix Shell Scripting, Java Enterprise Edition, Software Development, Weblogic, Databases
Education
University of Minnesota-Twin Cities 1998 — 2000
MSc
Knox College 1991 — 1995
B.A.
Target June 2014 - Present
priceline.com March 2013 - May 2014
Priceline.com August 2011 - March 2013
Legg Mason October 2006 - August 2011
Polaris Software Lab December 2005 - October 2006
Citigroup Asset Management June 2005 - December 2005
Ecquaria June 2004 - May 2005
Accenture April 2002 - June 2004
Bluelight July 2000 - December 2001
Skills
Java, J2ee, Middleware, Application Support, Sybase, SDLC, WebSphere MQ, Perl, Unix, Oracle, SOA, Tomcat, SQL, Web Services, PL/SQL, Microsoft SQL Server, Autosys, Unix Shell Scripting, Java Enterprise Edition, Software Development, Weblogic, Databases
Education
University of Minnesota-Twin Cities 1998 — 2000
MSc
Knox College 1991 — 1995
B.A.
Ashu Goyal, PMP's Legg Mason Experience December 2005 - Present
Job VP Application Development, Business Data Solutions at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason December 2005 - Present
Citigroup 2003 - 2005
AIG 1999 - 2001
Rubamin Systems 1997 - 1999
Skills
SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Warehousing, IT Strategy, Enterprise Architecture, Agile Methodologies, Business Intelligence, Agile Project Management, SOA, Project Portfolio..., PMO, Visio, Requirements Gathering, Program Management, Resource Management, Software Development, Integration, PMP
Education
Project Management Institute (PMP) 2009 — 2009
PMP
Gujarat University 1994 — 1997
The Maharaja Sayajirao University of Baroda 1994 — 1997
MCA
Kendriya Vidyalaya 1985 — 1991
Legg Mason December 2005 - Present
Citigroup 2003 - 2005
AIG 1999 - 2001
Rubamin Systems 1997 - 1999
Skills
SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Warehousing, IT Strategy, Enterprise Architecture, Agile Methodologies, Business Intelligence, Agile Project Management, SOA, Project Portfolio..., PMO, Visio, Requirements Gathering, Program Management, Resource Management, Software Development, Integration, PMP
Education
Project Management Institute (PMP) 2009 — 2009
PMP
Gujarat University 1994 — 1997
The Maharaja Sayajirao University of Baroda 1994 — 1997
MCA
Kendriya Vidyalaya 1985 — 1991
Matt Adey, CIMA®'s Legg Mason Experience February 2001 - December 2002
Job Regional Wholesaler, BlackRock
Industry Financial Services
Experience
BlackRock June 2004 - Present
Moag & Company January 2002 - June 2004
Legg Mason February 2001 - December 2002
Arthur Andersen September 1999 - February 2001
Skills
Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Asset Management, ETFs, Equities, Fixed Income, Investment Strategies, Risk Management, Securities, Separately Managed..., Series 6, Wealth Management
Education
Gettysburg College 1995 — 1999
BS, Accounting and Finance
Gettysburg College 1995 — 1999
BS, Accounting and Finance
Garnet Valley High School 1992 — 1995
BlackRock June 2004 - Present
Moag & Company January 2002 - June 2004
Legg Mason February 2001 - December 2002
Arthur Andersen September 1999 - February 2001
Skills
Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Asset Management, ETFs, Equities, Fixed Income, Investment Strategies, Risk Management, Securities, Separately Managed..., Series 6, Wealth Management
Education
Gettysburg College 1995 — 1999
BS, Accounting and Finance
Gettysburg College 1995 — 1999
BS, Accounting and Finance
Garnet Valley High School 1992 — 1995
Clifton E. (Chip) Rodgers, Jr.'s Legg Mason Experience August 1994 - November 1996
Job Senior Fellow at George Washington University
Industry Government Relations
Experience
George Washington University April 2015 - Present
The Real Estate ISAC September 2009 - Present
Bank of Georgetown March 2004 - Present
The Real Estate Roundtable November 1996 - Present
Georgetown University's McDonough School of Business December 2010 - April 2011
Legg Mason August 1994 - November 1996
Archon Group May 1993 - August 1994
U.S. Department of Treasury November 1991 - January 1993
Phillips Realty Capital March 1985 - November 1991
Credit Suisse March 1983 - March 1985
Skills
Risk Management, Management, Policy, Public Policy, Business Development, Credit, Legislation, Capital Markets, Policy Analysis, Leadership, Government, Venture Capital, Strategic Communications, Strategic Planning, Public Relations, Financial Services, Politics, Analysis, Public Affairs, Insurance, Real Estate, Sales, Homeland Security, Human Resources, Securities, International Relations, Mergers & Acquisitions, Strategy, Trading, Restructuring, Public Speaking, Non-profits, Investment Properties, Portfolio Management, Coalitions, Crisis Management, Grassroots Organizing, Political Consulting, Legislative Relations, Nonprofits, Enterprise Software, Due Diligence, Energy
Education
Hampshire College 1973 — 1978
B. A., History and Literature
Yale University 1976 — 1977
History and Literature
American College of Switzerland 1972 — 1973
Literature and Art History
Harrisburg Academy 1963 — 1972
George Washington University April 2015 - Present
The Real Estate ISAC September 2009 - Present
Bank of Georgetown March 2004 - Present
The Real Estate Roundtable November 1996 - Present
Georgetown University's McDonough School of Business December 2010 - April 2011
Legg Mason August 1994 - November 1996
Archon Group May 1993 - August 1994
U.S. Department of Treasury November 1991 - January 1993
Phillips Realty Capital March 1985 - November 1991
Credit Suisse March 1983 - March 1985
Skills
Risk Management, Management, Policy, Public Policy, Business Development, Credit, Legislation, Capital Markets, Policy Analysis, Leadership, Government, Venture Capital, Strategic Communications, Strategic Planning, Public Relations, Financial Services, Politics, Analysis, Public Affairs, Insurance, Real Estate, Sales, Homeland Security, Human Resources, Securities, International Relations, Mergers & Acquisitions, Strategy, Trading, Restructuring, Public Speaking, Non-profits, Investment Properties, Portfolio Management, Coalitions, Crisis Management, Grassroots Organizing, Political Consulting, Legislative Relations, Nonprofits, Enterprise Software, Due Diligence, Energy
Education
Hampshire College 1973 — 1978
B. A., History and Literature
Yale University 1976 — 1977
History and Literature
American College of Switzerland 1972 — 1973
Literature and Art History
Harrisburg Academy 1963 — 1972
Chris Mutascio's Legg Mason Experience June 1997 - July 2004
Job Managing Director at Stifel Nicolaus
Industry Banking
Experience
Stifel Nicolaus February 2007 - Present
Credit Suisse July 2004 - February 2007
Legg Mason June 1997 - July 2004
Education
Gettysburg College 1985 — 1989
Bachelor of Science, Business Management/Finance
Loyola College in Maryland
Masters Business Administration, Finance
Stifel Nicolaus February 2007 - Present
Credit Suisse July 2004 - February 2007
Legg Mason June 1997 - July 2004
Education
Gettysburg College 1985 — 1989
Bachelor of Science, Business Management/Finance
Loyola College in Maryland
Masters Business Administration, Finance
Joel Sauber's Legg Mason Experience December 2005 - August 2010
Job at Prudential Investments
Industry Investment Management
Experience
Prudential Investments August 2010 - Present
Legg Mason December 2005 - August 2010
Citigroup Asset Management October 1997 - December 2005
Education
Harvard Business School
MBA
Northwestern University
BA, Economics and Political Science
Prudential Investments August 2010 - Present
Legg Mason December 2005 - August 2010
Citigroup Asset Management October 1997 - December 2005
Education
Harvard Business School
MBA
Northwestern University
BA, Economics and Political Science
Heather Chilcot's Legg Mason Experience September 2002 - December 2006
Job Vice President, Marketing and Communications at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services March 2013 - Present
Maxim Healthcare Services July 2007 - March 2013
Constellation Energy January 2006 - July 2007
Legg Mason September 2002 - December 2006
Skills
Internal Communications, Strategic Communications, Public Relations, Crisis Communications, Strategy, Strategic Planning, Employee Engagement, Change Management, Media Relations, Corporate Communications, Marketing Communications, Brand Awareness, Marketing Strategy, Message Development, Community Development
Education
Gettysburg College 1998 — 2002
St. Paul's School for Girls 1985 — 1998
St. Paul's School
Maxim Healthcare Services March 2013 - Present
Maxim Healthcare Services July 2007 - March 2013
Constellation Energy January 2006 - July 2007
Legg Mason September 2002 - December 2006
Skills
Internal Communications, Strategic Communications, Public Relations, Crisis Communications, Strategy, Strategic Planning, Employee Engagement, Change Management, Media Relations, Corporate Communications, Marketing Communications, Brand Awareness, Marketing Strategy, Message Development, Community Development
Education
Gettysburg College 1998 — 2002
St. Paul's School for Girls 1985 — 1998
St. Paul's School
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
Jaisundar Siva's Legg Mason Experience 2005 - 2008
Job Executive Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2001 - Present
Legg Mason 2005 - 2008
Skills
Separately Managed..., Asset Allocation, Wealth Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Asset Management, SDLC, Financial Services, Business Analysis, Trading Systems, Portfolio Management, Risk Management, Capital Markets, Investment Management, Investments
Education
Indian Institute of Technology, Bombay
Morgan Stanley Smith Barney September 2001 - Present
Legg Mason 2005 - 2008
Skills
Separately Managed..., Asset Allocation, Wealth Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Asset Management, SDLC, Financial Services, Business Analysis, Trading Systems, Portfolio Management, Risk Management, Capital Markets, Investment Management, Investments
Education
Indian Institute of Technology, Bombay
Kwabena Amo-Nyarko's Legg Mason Experience August 2009 - Present
Job Senior Financial Analyst at Legg Mason
Industry Investment Management
Experience
Legg Mason August 2009 - Present
American International Group-Private Client Group March 2008 - May 2009
American International Group-Accident and Health Division January 2007 - March 2008
Cardholders Brokerage Services Inc. August 2002 - December 2006
Mobil Oil Ghana January 1999 - July 2001
Unilever Ghana PLC December 1995 - September 1997
Skills
Variance Analysis, Financial Analysis, Analysis, Project Management, Financial Modeling, Risk Management, Finance, Marketing, Forecasting, Sales, Business Analysis
Education
Iona College 2005 — 2006
Post Masters Certificate, Financial Management
Mercy College 2001 — 2003
Master of Science, Direct and Interactive Marketing
Legg Mason August 2009 - Present
American International Group-Private Client Group March 2008 - May 2009
American International Group-Accident and Health Division January 2007 - March 2008
Cardholders Brokerage Services Inc. August 2002 - December 2006
Mobil Oil Ghana January 1999 - July 2001
Unilever Ghana PLC December 1995 - September 1997
Skills
Variance Analysis, Financial Analysis, Analysis, Project Management, Financial Modeling, Risk Management, Finance, Marketing, Forecasting, Sales, Business Analysis
Education
Iona College 2005 — 2006
Post Masters Certificate, Financial Management
Mercy College 2001 — 2003
Master of Science, Direct and Interactive Marketing
Kurt Haglund's Legg Mason Experience May 1989 - August 1989
Job Gensler Regional Director of Practice Areas
Industry Real Estate
Experience
Gensler July 2015 - Present
Jones Lang LaSalle February 2002 - July 2015
The Staubach Company 2001 - 2008
KCG Assoctiates 2000 - 2004
RTKL 1998 - 2001
Legg Mason May 1989 - August 1989
Skills
Real Estate Development, Real Estate, Strategic Planning, Financial Modeling, Business Strategy, Tenant Representation, Lease Administration, Leases, Portfolio Management, Brokerage, Real Estate Economics, Corporate Real Estate, Business Development, Financial Analysis, Location Intelligence, Disposition, Commercial Real Estate, Lease Negotiations, Due Diligence, Dispositions
Education
Harvard University 1988 — 1990
MBA, Business
University of Pennsylvania 1982 — 1983
M Arch, Architecture
Iowa State University 1981 — 1982
B Arch, Architecture
Iowa State University 1977 — 1981
BS, Architecture
Gensler July 2015 - Present
Jones Lang LaSalle February 2002 - July 2015
The Staubach Company 2001 - 2008
KCG Assoctiates 2000 - 2004
RTKL 1998 - 2001
Legg Mason May 1989 - August 1989
Skills
Real Estate Development, Real Estate, Strategic Planning, Financial Modeling, Business Strategy, Tenant Representation, Lease Administration, Leases, Portfolio Management, Brokerage, Real Estate Economics, Corporate Real Estate, Business Development, Financial Analysis, Location Intelligence, Disposition, Commercial Real Estate, Lease Negotiations, Due Diligence, Dispositions
Education
Harvard University 1988 — 1990
MBA, Business
University of Pennsylvania 1982 — 1983
M Arch, Architecture
Iowa State University 1981 — 1982
B Arch, Architecture
Iowa State University 1977 — 1981
BS, Architecture
Arunkumar Selvam's Legg Mason Experience January 2006 - June 2006
Job Senior Application Developer at AT&T
Industry Information Technology and Services
Experience
AT&T March 2015 - August 2015
SunTrust Robinson Humphrey September 2014 - February 2015
AT&T September 2011 - September 2014
Dow Jones May 2010 - August 2011
Comcast Cable September 2008 - May 2010
Sony Electronics June 2006 - September 2008
Legg Mason January 2006 - June 2006
Skills
SDLC, Java, SOA, Java Enterprise Edition, Business Analysis, Agile Methodologies, PL/SQL, Requirements Analysis, XML, Enterprise Architecture, Web Services, Software Project..., Linux, Oracle, Solution Architecture, Software Development
Education
University of Mississippi 2000 — 2002
MS, Engineering
Indian Institute of Technology, Madras 1996 — 2000
Bachelor of Technology (B.Tech.), Chemical Engineering
AT&T March 2015 - August 2015
SunTrust Robinson Humphrey September 2014 - February 2015
AT&T September 2011 - September 2014
Dow Jones May 2010 - August 2011
Comcast Cable September 2008 - May 2010
Sony Electronics June 2006 - September 2008
Legg Mason January 2006 - June 2006
Skills
SDLC, Java, SOA, Java Enterprise Edition, Business Analysis, Agile Methodologies, PL/SQL, Requirements Analysis, XML, Enterprise Architecture, Web Services, Software Project..., Linux, Oracle, Solution Architecture, Software Development
Education
University of Mississippi 2000 — 2002
MS, Engineering
Indian Institute of Technology, Madras 1996 — 2000
Bachelor of Technology (B.Tech.), Chemical Engineering
Mary Marallo's Legg Mason Experience November 2007 - June 2011
Job Business Risk at HSBC
Industry Financial Services
Experience
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
Kathleen Lemker's Legg Mason Experience April 2008 - April 2013
Job Manager, Financial Planning & Analysis
Industry Consumer Goods
Experience
Under Armour May 2015 - Present
Exponential April 2013 - April 2015
Legg Mason April 2008 - April 2013
T. Rowe Price August 2005 - April 2008
Skills
Financial Modeling, Forecasting, Hyperion, Microsoft Office, Hyperion Enterprise, Online Advertising, Finance, Strategic Financial..., Investments, Financial Analysis, Financial Reporting, Accounting, Strategy, Financial Accounting, Financial Planning, Management, Microsoft Excel, Budgets
Education
Loyola University Maryland 2008 — 2011
MBA, Accounting
James Madison University - College of Business 2001 — 2005
BBA, Finance and Economics
Under Armour May 2015 - Present
Exponential April 2013 - April 2015
Legg Mason April 2008 - April 2013
T. Rowe Price August 2005 - April 2008
Skills
Financial Modeling, Forecasting, Hyperion, Microsoft Office, Hyperion Enterprise, Online Advertising, Finance, Strategic Financial..., Investments, Financial Analysis, Financial Reporting, Accounting, Strategy, Financial Accounting, Financial Planning, Management, Microsoft Excel, Budgets
Education
Loyola University Maryland 2008 — 2011
MBA, Accounting
James Madison University - College of Business 2001 — 2005
BBA, Finance and Economics
Li-Wen Kang's Legg Mason Experience July 2007 - 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Baltimore School for the Arts Board of Overseers July 2013 - Present
Merrill Lynch January 2011 - Present
Legg Mason July 2007 - 2009
Macquarie Bank 1998 - 2007
The Transportation Group 1995 - 1997
Skills
Alternative Investments, Investments, Investment Banking, Financial Modeling, Asset Management, Series 7, Capital Markets, Valuation, Fixed Income, Portfolio Management, Private Equity, Mutual Funds, Corporate Finance, Wealth Management, Investment Advisory, Financial Structuring, Structured Finance, Financial Services, Strategic Financial..., Investment Strategies, Structured Products, Investment Management, Retirement Planning, Investor Relations
Education
Harvard University 1988 — 1992
Baltimore School for the Arts 1985 — 1988
Baltimore School for the Arts Board of Overseers July 2013 - Present
Merrill Lynch January 2011 - Present
Legg Mason July 2007 - 2009
Macquarie Bank 1998 - 2007
The Transportation Group 1995 - 1997
Skills
Alternative Investments, Investments, Investment Banking, Financial Modeling, Asset Management, Series 7, Capital Markets, Valuation, Fixed Income, Portfolio Management, Private Equity, Mutual Funds, Corporate Finance, Wealth Management, Investment Advisory, Financial Structuring, Structured Finance, Financial Services, Strategic Financial..., Investment Strategies, Structured Products, Investment Management, Retirement Planning, Investor Relations
Education
Harvard University 1988 — 1992
Baltimore School for the Arts 1985 — 1988
Bev Bishop's Legg Mason Experience October 2000 - September 2005
Job Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus August 2010 - Present
Morgan Stanley September 2005 - July 2010
Legg Mason October 2000 - September 2005
Deposit Guaranty Investments October 1993 - October 2000
Deposit Guaranty National Bank 1991 - 1993
Deposit Guaranty Bank September 1989 - September 1991
Skills
Investments, Corporate Finance, Financial Services, Strategic Financial..., Risk Management, Retirement Planning, Portfolio Management, Management, Finance
Education
Jackson State University 1985 — 1989
BS, Finance
St. Andrews Episcopal School 1972 — 1985
Stifel Nicolaus August 2010 - Present
Morgan Stanley September 2005 - July 2010
Legg Mason October 2000 - September 2005
Deposit Guaranty Investments October 1993 - October 2000
Deposit Guaranty National Bank 1991 - 1993
Deposit Guaranty Bank September 1989 - September 1991
Skills
Investments, Corporate Finance, Financial Services, Strategic Financial..., Risk Management, Retirement Planning, Portfolio Management, Management, Finance
Education
Jackson State University 1985 — 1989
BS, Finance
St. Andrews Episcopal School 1972 — 1985
Ronald C. Hawkins MIS's Legg Mason Experience April 2004 - September 2007
Job Information Technology Manager
Industry Information Technology and Services
Experience
Eaton Corporation 2010 - Present
Hawkins IT Consultants 2012 - 2015
Eaton Powerware Corporation April 2008 - 2010
HODES, PESSIN & KATZ, P.A September 2007 - January 2008
Legg Mason April 2004 - September 2007
Skills
SharePoint, Visio, Network Security, Windows Server, Vendor Management, VMware, Security, Microsoft Exchange, Blackberry Enterprise..., Program Management, Networking, XP, Citrix, System Administration, Switches, Disaster Recovery, Troubleshooting, Servers, Information Technology, Technical Support, Management
Education
University of Phoenix 2004 — 2006
Masters Informations Systems, Information Systems
Howard University 1999 — 2004
Bachelors Business Administration, Computer-Based Information Systems
Eaton Corporation 2010 - Present
Hawkins IT Consultants 2012 - 2015
Eaton Powerware Corporation April 2008 - 2010
HODES, PESSIN & KATZ, P.A September 2007 - January 2008
Legg Mason April 2004 - September 2007
Skills
SharePoint, Visio, Network Security, Windows Server, Vendor Management, VMware, Security, Microsoft Exchange, Blackberry Enterprise..., Program Management, Networking, XP, Citrix, System Administration, Switches, Disaster Recovery, Troubleshooting, Servers, Information Technology, Technical Support, Management
Education
University of Phoenix 2004 — 2006
Masters Informations Systems, Information Systems
Howard University 1999 — 2004
Bachelors Business Administration, Computer-Based Information Systems
Gum San NSang's Legg Mason Experience March 2004 - November 2007
Job CEO at Saikou Inc.
Industry Food & Beverages
Experience
Saikou Inc. August 2013 - Present
Kachin International LLC January 2006 - July 2013
Legg Mason March 2004 - November 2007
SNL Financial December 2001 - January 2002
Skills
Project Management, Analysis, Business Analysis, Risk Management, Process Improvement, Strategic Planning, MS Project, Microsoft Office, Visio, Data Analysis, Requirements Analysis, Business Intelligence, Microsoft Excel, Software Documentation, Financial Analysis, HTML, PowerPoint, Budgets, Access, Team Building, Customer Service, Public Speaking, Team Leadership
Education
Indiana University - Kelley School of Business 2001 — 2003
Bachelor of Science (B.S.), Finance, General
Santa Monica College 1999 — 2000
Business Administration and Management, General
Saikou Inc. August 2013 - Present
Kachin International LLC January 2006 - July 2013
Legg Mason March 2004 - November 2007
SNL Financial December 2001 - January 2002
Skills
Project Management, Analysis, Business Analysis, Risk Management, Process Improvement, Strategic Planning, MS Project, Microsoft Office, Visio, Data Analysis, Requirements Analysis, Business Intelligence, Microsoft Excel, Software Documentation, Financial Analysis, HTML, PowerPoint, Budgets, Access, Team Building, Customer Service, Public Speaking, Team Leadership
Education
Indiana University - Kelley School of Business 2001 — 2003
Bachelor of Science (B.S.), Finance, General
Santa Monica College 1999 — 2000
Business Administration and Management, General
Doug Schmidt's Legg Mason Experience 1997 - 2000
Job Partner at Chessiecap Securities
Industry Financial Services
Experience
Chessiecap Securities 2003 - Present
Grotech Capital Group 2000 - 2002
Legg Mason 1997 - 2000
Ferris, Baker Watts 1990 - 1997
Drexel Burnham Lambert 1988 - 1990
First Chicago 1985 - 1988
Skills
Mergers, Private Placements, Valuation, Strategic Consulting, Fairness Opinions, Corporate Finance, Investment Banking, Strategic Partnerships, Restructuring, Business Valuation
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, Management, Finance
Harvard University 1972 — 1976
AB, English Literature
Chessiecap Securities 2003 - Present
Grotech Capital Group 2000 - 2002
Legg Mason 1997 - 2000
Ferris, Baker Watts 1990 - 1997
Drexel Burnham Lambert 1988 - 1990
First Chicago 1985 - 1988
Skills
Mergers, Private Placements, Valuation, Strategic Consulting, Fairness Opinions, Corporate Finance, Investment Banking, Strategic Partnerships, Restructuring, Business Valuation
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, Management, Finance
Harvard University 1972 — 1976
AB, English Literature
ERIN O'SHEA's Legg Mason Experience February 2011 - August 2013
Job Treasurer at GoDaddy radically shifting the global economy towards small business
Industry Internet
Experience
GoDaddy September 2015 - Present
GoDaddy September 2013 - September 2015
Legg Mason February 2011 - August 2013
Legg Mason May 2005 - February 2011
Constellation Energy May 2005 - May 2006
Black & Decker April 2001 - April 2005
Black & Decker April 2000 - April 2001
Black & Decker April 1999 - April 2000
Black & Decker February 1997 - April 1999
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Corporate Finance, US GAAP, Internal Controls, Due Diligence, Financial Reporting, Investment Banking, Acquisition Integration, Mergers, Managerial Finance, Forecasting, Spanish, Portuguese, CPA, International Tax, Global Cash Management, Foreign Currency, FX Hedging, Hedge Accounting, Foreign Investment, Repatriation, Treasury Management, Treasury Services, Treasury, Payments, Mergers & Acquisitions, Investments, Banking, Financial Planning
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Finance
Indiana University Bloomington 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Portsmouth High School 1984 — 1988
High School
GoDaddy September 2015 - Present
GoDaddy September 2013 - September 2015
Legg Mason February 2011 - August 2013
Legg Mason May 2005 - February 2011
Constellation Energy May 2005 - May 2006
Black & Decker April 2001 - April 2005
Black & Decker April 2000 - April 2001
Black & Decker April 1999 - April 2000
Black & Decker February 1997 - April 1999
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Corporate Finance, US GAAP, Internal Controls, Due Diligence, Financial Reporting, Investment Banking, Acquisition Integration, Mergers, Managerial Finance, Forecasting, Spanish, Portuguese, CPA, International Tax, Global Cash Management, Foreign Currency, FX Hedging, Hedge Accounting, Foreign Investment, Repatriation, Treasury Management, Treasury Services, Treasury, Payments, Mergers & Acquisitions, Investments, Banking, Financial Planning
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Finance
Indiana University Bloomington 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Portsmouth High School 1984 — 1988
High School
Derek Simms's Legg Mason Experience 2003 - 2006
Job Managing Partner at Simms & Shaw Sports Management Group
Industry Sports
Experience
Simms & Shaw Sports Management January 2010 - Present
Formula Sports & Entertainment Group January 2009 - January 2010
Octagon January 2008 - January 2009
NAFEO 2007 - 2008
Legg Mason 2003 - 2006
Skills
Legal Writing, Legal Research, Corporate Law, Sports Management, Strategic Partnerships, Licensing, Management, Intellectual Property, Fundraising
Education
Howard University School of Law 2006 — 2009
J.D., Law
University of Maryland Baltimore County 1999 — 2003
B.A., Economics
Simms & Shaw Sports Management January 2010 - Present
Formula Sports & Entertainment Group January 2009 - January 2010
Octagon January 2008 - January 2009
NAFEO 2007 - 2008
Legg Mason 2003 - 2006
Skills
Legal Writing, Legal Research, Corporate Law, Sports Management, Strategic Partnerships, Licensing, Management, Intellectual Property, Fundraising
Education
Howard University School of Law 2006 — 2009
J.D., Law
University of Maryland Baltimore County 1999 — 2003
B.A., Economics
Troy Eggleston's Legg Mason Experience October 2000 - Present
Job Director, Infrastructure Engineering at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2000 - Present
Education
Hampton University 1988 — 1991
Bachelor of Science (B.S.), Business Management
University of Maryland University College 2000 — 2004
MBA
Legg Mason October 2000 - Present
Education
Hampton University 1988 — 1991
Bachelor of Science (B.S.), Business Management
University of Maryland University College 2000 — 2004
MBA
Madusha Gamage's Legg Mason Experience June 2006 - November 2007
Job Technical Team Lead at CRICO/RMF (Risk Management Foundation of Harvard Medical Institutions)
Industry Insurance
Experience
CRICO November 2007 - Present
CRICO November 2009 - November 2011
Legg Mason June 2006 - November 2007
Skills
C#, .NET, ASP.NET, Microsoft SQL Server, ProClarity, TDD, Agile Methodologies, OOP, Enterprise Architecture, Web Development, Test Driven Development, SSRS, Agile Project Management, SQL
Education
Iowa State University 2001 — 2005
Bachelors, Computer Engineering
CRICO November 2007 - Present
CRICO November 2009 - November 2011
Legg Mason June 2006 - November 2007
Skills
C#, .NET, ASP.NET, Microsoft SQL Server, ProClarity, TDD, Agile Methodologies, OOP, Enterprise Architecture, Web Development, Test Driven Development, SSRS, Agile Project Management, SQL
Education
Iowa State University 2001 — 2005
Bachelors, Computer Engineering
James Henkel's Legg Mason Experience November 2005 - Present
Job HRIS Director at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2005 - Present
Citigroup Asset Management 2003 - November 2005
Citigroup (Global Corporate & Investment Bank) 2002 - 2003
Citigroup (Global Cash & Trade) 1998 - 2002
Citigroup (Global Cash & Trade) 1996 - 1998
Citigroup Mortgage 1993 - 1996
Citibank Point of Sale 1989 - 1993
Citibank Point of Sale 1988 - 1989
Skills
PeopleSoft, HRIS, Compensation, Analytics, Business Analysis, Performance Management, Databases, Management, Leadership, Analysis, Requirements Analysis, Process Improvement, Project Management, Strategic Planning, Forecasting, Data Analysis
Education
Iona College 1984 — 1988
BS, Computer Science
Legg Mason November 2005 - Present
Citigroup Asset Management 2003 - November 2005
Citigroup (Global Corporate & Investment Bank) 2002 - 2003
Citigroup (Global Cash & Trade) 1998 - 2002
Citigroup (Global Cash & Trade) 1996 - 1998
Citigroup Mortgage 1993 - 1996
Citibank Point of Sale 1989 - 1993
Citibank Point of Sale 1988 - 1989
Skills
PeopleSoft, HRIS, Compensation, Analytics, Business Analysis, Performance Management, Databases, Management, Leadership, Analysis, Requirements Analysis, Process Improvement, Project Management, Strategic Planning, Forecasting, Data Analysis
Education
Iona College 1984 — 1988
BS, Computer Science
Dan McCabe, CIA's Legg Mason Experience August 2012 - October 2013
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Legg Mason August 2012 - October 2013
T. Rowe Price November 2010 - August 2012
T. Rowe Price October 2008 - November 2010
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Securities, Asset Managment, Business Analysis, Communication Skills, Alternative Investments, Fund Accounting, Bloomberg Terminal, Finance, Risk Management, Internal Audit, Valuation, Accounting, Financial Analysis
Education
LOYOLA UNIVERSITY MARYLAND 2007 — 2010
Masters of Business Administration (MBA), Finance Concentration
James Madison University 2002 — 2006
Bachelors of Business Administration (BBA)
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Legg Mason August 2012 - October 2013
T. Rowe Price November 2010 - August 2012
T. Rowe Price October 2008 - November 2010
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Securities, Asset Managment, Business Analysis, Communication Skills, Alternative Investments, Fund Accounting, Bloomberg Terminal, Finance, Risk Management, Internal Audit, Valuation, Accounting, Financial Analysis
Education
LOYOLA UNIVERSITY MARYLAND 2007 — 2010
Masters of Business Administration (MBA), Finance Concentration
James Madison University 2002 — 2006
Bachelors of Business Administration (BBA)
Atalia Young, MBA's Legg Mason Experience January 2008 - December 2008
Job Project Coordinator at Carefirst/Andeo Group LLC
Industry Pharmaceuticals
Experience
MedImmune/AstraZeneca (Aerotek) October 2014 - Present
Andeo Group LLC December 2012 - October 2014
Carefirst 2012 - 2014
Carefirst 2012 - 2014
Carefirst 2012 - 2014
David's Bridal September 2011 - October 2012
Top 5 August 2010 - October 2012
Aerotek November 2009 - March 2010
Ambassador Financial an Office of MetLife April 2009 - December 2009
Legg Mason January 2008 - December 2008
Skills
Customer Service, Project Management, Program Management, Microsoft Word, Microsoft Excel, PowerPoint, Telecommunications, Hospitality, Asset Managment, Financial Analysis, Financial Reporting, Financial Modeling, Resource Management, Resource Allocation, Recruiting, National Accounts, Major Accounts, Adobe, Visio, PeopleSoft, People Skills, People-oriented, Sales, Video Conferencing, Audio Conferencing, Web Conferences, Client Presentation, ClearQuest, Hyperion Reports, Enterprise Architecture, Waterfall, Use Case, Sequence Diagrams, Problem Solving, Process Improvement, Program Implementation, Agile Project Management, Fax, V Lookups, Business Analysis, Pivot Tables, Event Planning, Consulting, Human Resource Planning, SDLC, Training, PMO, Management, PMP
Education
Loyola University Maryland 2005 — 2008
MBA
Howard University 1999 — 2003
BBA
Piscataway High School 1995 — 1999
Diploma
MedImmune/AstraZeneca (Aerotek) October 2014 - Present
Andeo Group LLC December 2012 - October 2014
Carefirst 2012 - 2014
Carefirst 2012 - 2014
Carefirst 2012 - 2014
David's Bridal September 2011 - October 2012
Top 5 August 2010 - October 2012
Aerotek November 2009 - March 2010
Ambassador Financial an Office of MetLife April 2009 - December 2009
Legg Mason January 2008 - December 2008
Skills
Customer Service, Project Management, Program Management, Microsoft Word, Microsoft Excel, PowerPoint, Telecommunications, Hospitality, Asset Managment, Financial Analysis, Financial Reporting, Financial Modeling, Resource Management, Resource Allocation, Recruiting, National Accounts, Major Accounts, Adobe, Visio, PeopleSoft, People Skills, People-oriented, Sales, Video Conferencing, Audio Conferencing, Web Conferences, Client Presentation, ClearQuest, Hyperion Reports, Enterprise Architecture, Waterfall, Use Case, Sequence Diagrams, Problem Solving, Process Improvement, Program Implementation, Agile Project Management, Fax, V Lookups, Business Analysis, Pivot Tables, Event Planning, Consulting, Human Resource Planning, SDLC, Training, PMO, Management, PMP
Education
Loyola University Maryland 2005 — 2008
MBA
Howard University 1999 — 2003
BBA
Piscataway High School 1995 — 1999
Diploma
Dilda Dalvi's Legg Mason Experience August 2004 - June 2006
Job Client associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - May 2015
Wells Fargo Advisors June 2013 - June 2014
Oppenheimer & Co. Inc March 2009 - June 2009
Stanford Group Company June 2006 - February 2009
Legg Mason August 2004 - June 2006
DSQ Software 1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange) 1997 - 1999
Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management
Education
Karnatak University 1992 — 1994
B.Com, Accounting and Economics
Gogte College of Commerce
B.Com, Economics & Accounting
Wells Fargo Advisors October 2014 - May 2015
Wells Fargo Advisors June 2013 - June 2014
Oppenheimer & Co. Inc March 2009 - June 2009
Stanford Group Company June 2006 - February 2009
Legg Mason August 2004 - June 2006
DSQ Software 1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange) 1997 - 1999
Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management
Education
Karnatak University 1992 — 1994
B.Com, Accounting and Economics
Gogte College of Commerce
B.Com, Economics & Accounting
Kenneth Martin's Legg Mason Experience 2004 - 2007
Job Director, GWIM Compliance Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
OppenheimerFunds August 2009 - August 2015
Merrill Lynch, Global Private Equity May 2007 - April 2009
Legg Mason 2004 - 2007
Citigroup 2000 - 2005
Skills
Financial Services, Mutual Funds, Asset Management, Series 7, Investments, FINRA, Securities, Equities, Series 63, Management, Fixed Income, Hedge Funds, Private Equity, Investment Management, Anti Money Laundering, Strategy, Series 24, Asset Managment
Education
Rutgers University School of Law - Newark 2001 — 2005
JD, Securities Regulations, Corporate Law, Trusts and Estates
Kean University 1990 — 1995
BS, Management Science
Bank of America Merrill Lynch August 2015 - Present
OppenheimerFunds August 2009 - August 2015
Merrill Lynch, Global Private Equity May 2007 - April 2009
Legg Mason 2004 - 2007
Citigroup 2000 - 2005
Skills
Financial Services, Mutual Funds, Asset Management, Series 7, Investments, FINRA, Securities, Equities, Series 63, Management, Fixed Income, Hedge Funds, Private Equity, Investment Management, Anti Money Laundering, Strategy, Series 24, Asset Managment
Education
Rutgers University School of Law - Newark 2001 — 2005
JD, Securities Regulations, Corporate Law, Trusts and Estates
Kean University 1990 — 1995
BS, Management Science
Nora Shettel's Legg Mason Experience August 2011 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2011 - Present
ProShare Advisors, LLC January 2009 - August 2011
Morgan Stanley May 2006 - December 2008
Skills
Derivatives, ETFs, Enterprise Risk..., Equities, Capital Markets, Trading, Portfolio Management, Swaps, Investment Strategies, Financial Analysis, Investments, Bloomberg, Mutual Funds, Asset Management, Bloomberg Terminal, Investment Management
Education
James Madison University 2002 — 2006
BBA, Finance
Notre Dame Prepartory
Legg Mason August 2011 - Present
ProShare Advisors, LLC January 2009 - August 2011
Morgan Stanley May 2006 - December 2008
Skills
Derivatives, ETFs, Enterprise Risk..., Equities, Capital Markets, Trading, Portfolio Management, Swaps, Investment Strategies, Financial Analysis, Investments, Bloomberg, Mutual Funds, Asset Management, Bloomberg Terminal, Investment Management
Education
James Madison University 2002 — 2006
BBA, Finance
Notre Dame Prepartory
Pamela Parsons-Donovan's Legg Mason Experience 1989 - 1997
Job Operations Manager at Girard Partners
Industry Financial Services
Experience
Girard Partners, Ltd September 2010 - Present
Harleysville National Bank 2009 - 2010
SEI Investments March 1997 - February 2009
Legg Mason 1989 - 1997
Skills
Mutual Funds, Financial Services, Relationship Management, Banking, CRM, Management, Team Building, Back Office, Business Analysis, Cash Management
Education
Kutztown University of Pennsylvania 1981 — 1986
BS, Business Administration/Marketing
Girard Partners, Ltd September 2010 - Present
Harleysville National Bank 2009 - 2010
SEI Investments March 1997 - February 2009
Legg Mason 1989 - 1997
Skills
Mutual Funds, Financial Services, Relationship Management, Banking, CRM, Management, Team Building, Back Office, Business Analysis, Cash Management
Education
Kutztown University of Pennsylvania 1981 — 1986
BS, Business Administration/Marketing
matthew rentz's Legg Mason Experience May 2005 - December 2008
Job CONSULTANT2ND VICE PRESIDENT, MARKETING AND BUSINESS DEVELOPMENT at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
Bruce Hotaling, CFA's Legg Mason Experience September 1993 - September 2003
Job Managing Partner at Hotaling Investment Management, LLC
Industry Investment Management
Experience
Hotaling Investment Management, LLC November 2012 - Present
Hotaling Investment Management of Raymond James & Associates, Inc. January 2009 - November 2012
Morgan Stanley 2003 - 2009
Legg Mason September 1993 - September 2003
Skills
Investments, Strategic Financial..., Equities, Series 7, Investment Management, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Financial Planning, Securities, Series 63
Education
American University - School of International Service 1984 — 1986
MA, International Affairs
Hobart and William Smith Colleges 1978 — 1982
BA, English and German
Hotaling Investment Management, LLC November 2012 - Present
Hotaling Investment Management of Raymond James & Associates, Inc. January 2009 - November 2012
Morgan Stanley 2003 - 2009
Legg Mason September 1993 - September 2003
Skills
Investments, Strategic Financial..., Equities, Series 7, Investment Management, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Financial Planning, Securities, Series 63
Education
American University - School of International Service 1984 — 1986
MA, International Affairs
Hobart and William Smith Colleges 1978 — 1982
BA, English and German
Debra Matthews's Legg Mason Experience May 1999 - Present
Job Assistant Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason May 1999 - Present
Kelly Services December 1987 - May 1999
Kelly Services July 1985 - May 1999
Skills
Account Reconciliation, Customer Service, PeopleSoft, Payroll, Accounting, Human Resources, Employee Benefits, Auditing, Employee Relations, Finance, Onboarding, Microsoft Excel, Sarbanes-Oxley Act, Management, Financial Analysis, Financial Reporting
Education
Hollins University 1983 — 1985
Bachelor of Science (BS), Biology, General
University of Maryland Eastern Shore 1980 — 1981
Legg Mason May 1999 - Present
Kelly Services December 1987 - May 1999
Kelly Services July 1985 - May 1999
Skills
Account Reconciliation, Customer Service, PeopleSoft, Payroll, Accounting, Human Resources, Employee Benefits, Auditing, Employee Relations, Finance, Onboarding, Microsoft Excel, Sarbanes-Oxley Act, Management, Financial Analysis, Financial Reporting
Education
Hollins University 1983 — 1985
Bachelor of Science (BS), Biology, General
University of Maryland Eastern Shore 1980 — 1981
Brian A. McLoughlin's Legg Mason Experience June 2007 - August 2007
Job Senior Claims Specialist at Liberty International Underwriters
Industry Law Practice
Experience
Liberty International Underwriters December 2014 - Present
Downing & Peck, P.C. July 2010 - December 2014
MacKenzie Partners, Inc. June 2008 - July 2010
Davidoff Malito & Hutcher January 2009 - May 2009
O'Reilly, Marsh & Corteselli P.C. September 2007 - January 2008
Legg Mason June 2007 - August 2007
Citigroup Asset Management 2005 - 2006
Oppenheimer & Co. Inc. 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Trials, Mediation, Management, Courts, Commercial Litigation, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2006 — 2009
Juris Doctor, Cum Laude
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Liberty International Underwriters December 2014 - Present
Downing & Peck, P.C. July 2010 - December 2014
MacKenzie Partners, Inc. June 2008 - July 2010
Davidoff Malito & Hutcher January 2009 - May 2009
O'Reilly, Marsh & Corteselli P.C. September 2007 - January 2008
Legg Mason June 2007 - August 2007
Citigroup Asset Management 2005 - 2006
Oppenheimer & Co. Inc. 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Trials, Mediation, Management, Courts, Commercial Litigation, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2006 — 2009
Juris Doctor, Cum Laude
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Linda Taylor, CFA's Legg Mason Experience 2000 - 2002
Job Finance and Investment Executive
Industry Investment Management
Experience
JP Morgan Chase 1998 - Present
C2I, LLC 2007 - 2010
The Saranow Company 1998 - 2003
Legg Mason 2000 - 2002
UMWA Health and Retirement Funds 1978 - 1985
Skills
Investments, Private Equity, Asset Management, Securities, Corporate Finance, Alternative Investments, Equities, Financial Modeling, Portfolio Management, Capital Markets, Venture Capital, Wealth Management, Financial Analysis, Due Diligence, Fixed Income, Financial Services
Education
Harvard Business School
MBA
Vassar College
BA, Mathematics
JP Morgan Chase 1998 - Present
C2I, LLC 2007 - 2010
The Saranow Company 1998 - 2003
Legg Mason 2000 - 2002
UMWA Health and Retirement Funds 1978 - 1985
Skills
Investments, Private Equity, Asset Management, Securities, Corporate Finance, Alternative Investments, Equities, Financial Modeling, Portfolio Management, Capital Markets, Venture Capital, Wealth Management, Financial Analysis, Due Diligence, Fixed Income, Financial Services
Education
Harvard Business School
MBA
Vassar College
BA, Mathematics
Sarah Burdi's Legg Mason Experience 1989 - 1991
Job Director at Baylor Health Care System Foundation
Industry Hospital & Health Care
Experience
Baylor Health Care System Foundation 2011 - Present
Inova Health System 2004 - 2011
Advocate Charitable Foundation 2000 - 2003
Northwestern Memorial Hospital 1997 - 2000
Oral and Maxillofacial Surgery Foundation 1994 - 1997
United Way of Central Maryland 1991 - 1994
Legg Mason 1989 - 1991
Advanced Communications, Inc 1987 - 1988
Skills
Strategic Planning, Non-profits, Healthcare, Nonprofits, Leadership, Fundraising, Program Development
Education
Gettysburg College
BA, Sociology
Baylor Health Care System Foundation 2011 - Present
Inova Health System 2004 - 2011
Advocate Charitable Foundation 2000 - 2003
Northwestern Memorial Hospital 1997 - 2000
Oral and Maxillofacial Surgery Foundation 1994 - 1997
United Way of Central Maryland 1991 - 1994
Legg Mason 1989 - 1991
Advanced Communications, Inc 1987 - 1988
Skills
Strategic Planning, Non-profits, Healthcare, Nonprofits, Leadership, Fundraising, Program Development
Education
Gettysburg College
BA, Sociology
Alec Taliaferro's Legg Mason Experience April 1988 - October 1992
Job General Partner Taliaferro LLC
Industry Investment Management
Experience
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
Jillian Edelen's Legg Mason Experience July 2009 - March 2012
Job Budget Director for Facilities and Campus Services at Loyola University Maryland
Industry Higher Education
Experience
Loyola University Maryland March 2012 - Present
Legg Mason July 2009 - March 2012
Reznick group 2006 - 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Financial Statements
Education
King's College 2002 — 2006
Bachelor of Science (BS), Accounting
Loyola University Maryland March 2012 - Present
Legg Mason July 2009 - March 2012
Reznick group 2006 - 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Financial Statements
Education
King's College 2002 — 2006
Bachelor of Science (BS), Accounting
Diego R. Betancourt's Legg Mason Experience December 2010 - December 2011
Job Senior Associate at PIMCO
Industry Financial Services
Experience
PIMCO July 2015 - Present
Legg Mason December 2010 - December 2011
Skills
Finance, Series 63, Financial Markets, Fixed Income, Investments, Mutual Funds, Series 7, Bonds, Securities, Portfolio Management, Financial Services, Capital Markets, Asset Allocation, Hedge Funds, Asset Management, Alternative Investments, Equities, Financial Analysis
Education
Lafayette College 2005 — 2009
Bachelor of Arts
PIMCO July 2015 - Present
Legg Mason December 2010 - December 2011
Skills
Finance, Series 63, Financial Markets, Fixed Income, Investments, Mutual Funds, Series 7, Bonds, Securities, Portfolio Management, Financial Services, Capital Markets, Asset Allocation, Hedge Funds, Asset Management, Alternative Investments, Equities, Financial Analysis
Education
Lafayette College 2005 — 2009
Bachelor of Arts
Domenic Miele's Legg Mason Experience January 2011 - May 2011
Job Vice President of Operations at Stonehaven, LLC
Industry Financial Services
Experience
Stonehaven, LLC February 2012 - Present
Legg Mason January 2011 - May 2011
Independent Consultant Company-Alternative Investments April 2009 - January 2011
Asset Based Lender January 2006 - April 2009
Fund of Hedge Funds September 2003 - January 2006
ABL Hedge Fund April 2001 - September 2003
Proprietary Trading October 1998 - April 2001
Skills
Series 24, Series 7, Series 63, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, IDC, Portia, DTC, Trading Strategies, Asset Pricing, Equities, Valuation, Corporate Actions, Derivatives, Fixed Income, FINRA, Salesforce.com, Operations Management, Securities, Investments, Portfolio Management, Due Diligence, Investor Relations, Financial Structuring, Finance, Asset Management, Emerging Markets, Fund Of Funds, Strategy, Investment Management, Mutual Funds, Asset Allocation, Trading, Venture Capital, Options, Bonds, Investment Strategies, Series 31, Capital Markets, Prime Brokerage
Education
IONA CollegeNew 2015 — 2019
BA, Finance2004
Iona College
BA, Finance
New Rochelle High School
New Rochelle High School
Stonehaven, LLC February 2012 - Present
Legg Mason January 2011 - May 2011
Independent Consultant Company-Alternative Investments April 2009 - January 2011
Asset Based Lender January 2006 - April 2009
Fund of Hedge Funds September 2003 - January 2006
ABL Hedge Fund April 2001 - September 2003
Proprietary Trading October 1998 - April 2001
Skills
Series 24, Series 7, Series 63, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, IDC, Portia, DTC, Trading Strategies, Asset Pricing, Equities, Valuation, Corporate Actions, Derivatives, Fixed Income, FINRA, Salesforce.com, Operations Management, Securities, Investments, Portfolio Management, Due Diligence, Investor Relations, Financial Structuring, Finance, Asset Management, Emerging Markets, Fund Of Funds, Strategy, Investment Management, Mutual Funds, Asset Allocation, Trading, Venture Capital, Options, Bonds, Investment Strategies, Series 31, Capital Markets, Prime Brokerage
Education
IONA CollegeNew 2015 — 2019
BA, Finance2004
Iona College
BA, Finance
New Rochelle High School
New Rochelle High School
Frank V. Nunziato's Legg Mason Experience December 2014 - Present
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2014 - Present
Morgan Stanley April 2010 - July 2014
Morgan Stanley March 2006 - April 2009
Morgan Stanley May 2005 - March 2006
Skills
Alternative Investment..., Hedge Funds, Interest Rates, Private Equity, Managed Futures, Financial Services, Financial Analysis, US Equities, Bloomberg Terminal savy, Fierce Poker Player, Customer Service, Management, Strategic Planning, Portfolio Management, Trading, Alternative Investments
Education
Iona College 2001 — 2005
Bachelor's Degree, Finance, 3.8 Major GPA, 3.7 Cum GPA
Legg Mason December 2014 - Present
Morgan Stanley April 2010 - July 2014
Morgan Stanley March 2006 - April 2009
Morgan Stanley May 2005 - March 2006
Skills
Alternative Investment..., Hedge Funds, Interest Rates, Private Equity, Managed Futures, Financial Services, Financial Analysis, US Equities, Bloomberg Terminal savy, Fierce Poker Player, Customer Service, Management, Strategic Planning, Portfolio Management, Trading, Alternative Investments
Education
Iona College 2001 — 2005
Bachelor's Degree, Finance, 3.8 Major GPA, 3.7 Cum GPA
Mallory McDonald's Legg Mason Experience May 2012 - September 2013
Job Supervisor, International Tax Compliance at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company September 2013 - Present
Legg Mason May 2012 - September 2013
Legg Mason June 2008 - May 2012
Ernst & Young June 2007 - August 2007
Skills
Corporate Tax, State & Local Tax, International Tax, CorpTax Technology, PeopleSoft Financial, Hyperion HFM, Talent Acquisition, Tax Provision, FAS109, FIN48, Tax, Compliance, Subpart F, Accounting, Tax Accounting, Tax Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, State Tax, Internal Controls, FIN 48, Provision, Auditing, Finance
Education
Golden Gate University 2014 — 2016
Master of Science (M.S.), Taxation
University of Baltimore School of Law 2013 — 2014
Master's in Taxation, Taxation
Lycoming College 2004 — 2008
B.A. - Accounting 150 credits/Business - Marketing, Accounting, Business - Marketing
The Walt Disney Company September 2013 - Present
Legg Mason May 2012 - September 2013
Legg Mason June 2008 - May 2012
Ernst & Young June 2007 - August 2007
Skills
Corporate Tax, State & Local Tax, International Tax, CorpTax Technology, PeopleSoft Financial, Hyperion HFM, Talent Acquisition, Tax Provision, FAS109, FIN48, Tax, Compliance, Subpart F, Accounting, Tax Accounting, Tax Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, State Tax, Internal Controls, FIN 48, Provision, Auditing, Finance
Education
Golden Gate University 2014 — 2016
Master of Science (M.S.), Taxation
University of Baltimore School of Law 2013 — 2014
Master's in Taxation, Taxation
Lycoming College 2004 — 2008
B.A. - Accounting 150 credits/Business - Marketing, Accounting, Business - Marketing
Douglas Benedict's Legg Mason Experience 1999 - 2001
Job Partner at Scura Paley and Company
Industry Financial Services
Experience
Scura Paley and Company June 2015 - Present
CHR Solutions 2013 - Present
Alteva 2007 - Present
OEM Capital 2011 - 2015
MTN Capital Partners 2008 - 2011
Cendant 2001 - 2007
Legg Mason 1999 - 2001
Citigroup 1994 - 1999
Skills
Asset Management, Asset Managment, Budgets, Business Development, Business Strategy, Competitive Analysis, Contract Negotiation, Corporate Development, Corporate Finance, Corporate Law, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Modeling, French, Governance, International Business, Investment Banking, Investments, Marketing Strategy, Mergers, Mergers, New Business Development, Private Equity, Recapitalizations, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Valuation, Management, Telecommunications, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance
Harvard University 1982 — 1986
A.B., Economics, cum laude
Phillips Academy 1978 — 1982
Scura Paley and Company June 2015 - Present
CHR Solutions 2013 - Present
Alteva 2007 - Present
OEM Capital 2011 - 2015
MTN Capital Partners 2008 - 2011
Cendant 2001 - 2007
Legg Mason 1999 - 2001
Citigroup 1994 - 1999
Skills
Asset Management, Asset Managment, Budgets, Business Development, Business Strategy, Competitive Analysis, Contract Negotiation, Corporate Development, Corporate Finance, Corporate Law, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Modeling, French, Governance, International Business, Investment Banking, Investments, Marketing Strategy, Mergers, Mergers, New Business Development, Private Equity, Recapitalizations, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Valuation, Management, Telecommunications, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance
Harvard University 1982 — 1986
A.B., Economics, cum laude
Phillips Academy 1978 — 1982
Michael Constabile's Legg Mason Experience November 2007 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Royal Bank of Scotland May 2009 - October 2009
Viking Global Investors September 2008 - March 2009
Legg Mason November 2007 - June 2008
SAC Capital July 2006 - November 2007
Education
Hartwick College 2000 — 2004
BA
Royal Bank of Scotland May 2009 - October 2009
Viking Global Investors September 2008 - March 2009
Legg Mason November 2007 - June 2008
SAC Capital July 2006 - November 2007
Education
Hartwick College 2000 — 2004
BA
Elicia Wood, SPHR, GPHR's Legg Mason Experience 2007 - 2014
Job Senior Manager, HR Business Partner
Industry Apparel & Fashion
Experience
Under Armour 2014 - Present
Legg Mason 2007 - 2014
Fieldstone Mortgage Company 2006 - 2007
Toyota Financial Services 2004 - 2006
News Corporation 2000 - 2004
Chase Manhattan Corporation (now JPMorgan Chase) 1995 - 2000
Skills
Human Resources, Employee Relations, Performance Management, Succession Planning, Leadership, Coaching, Onboarding, Management, Personnel Management, Talent Acquisition, Employee Engagement
Education
Hampton University
BS, Business Management
Iona College
MBA, Human Resource Management
Under Armour 2014 - Present
Legg Mason 2007 - 2014
Fieldstone Mortgage Company 2006 - 2007
Toyota Financial Services 2004 - 2006
News Corporation 2000 - 2004
Chase Manhattan Corporation (now JPMorgan Chase) 1995 - 2000
Skills
Human Resources, Employee Relations, Performance Management, Succession Planning, Leadership, Coaching, Onboarding, Management, Personnel Management, Talent Acquisition, Employee Engagement
Education
Hampton University
BS, Business Management
Iona College
MBA, Human Resource Management
Evan Markley's Legg Mason Experience December 2014 - Present
Job Internal Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2014 - Present
Morgan Stanley June 2011 - December 2014
InfoValue Computing, Inc. 2008 - 2009
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance
Legg Mason December 2014 - Present
Morgan Stanley June 2011 - December 2014
InfoValue Computing, Inc. 2008 - 2009
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance
Michael Wilmeth's Legg Mason Experience 2000 - 2005
Job Director of Marketing at Connections Learning
Industry Education Management
Experience
Connections Learning March 2011 - Present
Calvert Education Services March 2005 - March 2011
Legg Mason 2000 - 2005
Legg Mason 2000 - 2005
Education
James Madison University 1987 — 1991
BBA, Marketing
Connections Learning March 2011 - Present
Calvert Education Services March 2005 - March 2011
Legg Mason 2000 - 2005
Legg Mason 2000 - 2005
Education
James Madison University 1987 — 1991
BBA, Marketing
Kaoriko Enjo's Legg Mason Experience September 2008 - March 2009
Job Partner at Sevendots, Consultant International Marketing and Strategies
Industry Marketing and Advertising
Experience
Sevendots S.A. June 2012 - Present
Independent Consultant April 2009 - Present
Kellogg School of Management June 2012 - May 2013
Legg Mason September 2008 - March 2009
Legg Mason October 2007 - September 2008
Legg Mason January 2006 - September 2007
Citi December 2000 - December 2005
The Clorox Company April 2000 - July 2000
The Clorox Company December 1999 - March 2000
Unilever June 1993 - May 1994
Skills
Mergers, Strategic Planning, International Project..., Management Consulting, Global Marketing, Strategy, Cross-functional Team..., Mergers & Acquisitions, Marketing Strategy, Marketing, Management, Business Strategy, Emerging Markets, Corporate Finance, Business Development, Entrepreneurship, Product Development, Marketing Management, Competitive Analysis, Start-ups, Business Planning, Project Planning, Brand Management, Leadership, Pricing, Market Research
Education
HEC School of Management 2009 — 2011
MBA, TRIUM Global Executive MBA
London School of Economics and Political Science 2009 — 2011
MBA, TRIUM Global Executive MBA
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, TRIUM Global Executive MBA
University of Oxford - Said Business School 2000 — 2000
Advanced Management Program (AMP)
Kwansei Gakuin University
B.A.
Sevendots S.A. June 2012 - Present
Independent Consultant April 2009 - Present
Kellogg School of Management June 2012 - May 2013
Legg Mason September 2008 - March 2009
Legg Mason October 2007 - September 2008
Legg Mason January 2006 - September 2007
Citi December 2000 - December 2005
The Clorox Company April 2000 - July 2000
The Clorox Company December 1999 - March 2000
Unilever June 1993 - May 1994
Skills
Mergers, Strategic Planning, International Project..., Management Consulting, Global Marketing, Strategy, Cross-functional Team..., Mergers & Acquisitions, Marketing Strategy, Marketing, Management, Business Strategy, Emerging Markets, Corporate Finance, Business Development, Entrepreneurship, Product Development, Marketing Management, Competitive Analysis, Start-ups, Business Planning, Project Planning, Brand Management, Leadership, Pricing, Market Research
Education
HEC School of Management 2009 — 2011
MBA, TRIUM Global Executive MBA
London School of Economics and Political Science 2009 — 2011
MBA, TRIUM Global Executive MBA
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, TRIUM Global Executive MBA
University of Oxford - Said Business School 2000 — 2000
Advanced Management Program (AMP)
Kwansei Gakuin University
B.A.
Parker Thompson's Legg Mason Experience August 2014 - Present
Job Sales Director with Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Columbia Management June 2011 - July 2014
Columbia Management December 2010 - May 2011
Wells Fargo January 2010 - November 2010
Skills
Series 7, Series 66, Morningstar, Zephyr
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
James Madison University 2000 — 2004
BA, Political Science
Legg Mason August 2014 - Present
Columbia Management June 2011 - July 2014
Columbia Management December 2010 - May 2011
Wells Fargo January 2010 - November 2010
Skills
Series 7, Series 66, Morningstar, Zephyr
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
James Madison University 2000 — 2004
BA, Political Science
Esha Singh's Legg Mason Experience January 2008 - December 2008
Job Senior Accountant G/L, Fixed Assets, Leases at AAI Corporation
Industry Government Administration
Experience
AAI Corporation June 2012 - Present
AAI Corporation March 2011 - June 2012
ASRC Federal Holding January 2009 - March 2011
Legg Mason January 2008 - December 2008
Skills
Accounts Payable, Accounting, Financial Reporting, Fixed Assets, Auditing, Financial Analysis, Cost Accounting, Variance Analysis, Account Reconciliation, Payroll, Fixed Asse, Capital Project Analysis, Asset Management, physical inve, Tax Reporting, International Accounting, MS Excel Pivot Tables
Education
University of Scranton 2005 — 2007
MBA, Accounting and International Business
Gujarat University 2003 — 2005
M.S, Accounting and Auditing
Som Lalit Institue of Management, Ahmedabad, India 2001 — 2003
B.S, Accounting
AAI Corporation June 2012 - Present
AAI Corporation March 2011 - June 2012
ASRC Federal Holding January 2009 - March 2011
Legg Mason January 2008 - December 2008
Skills
Accounts Payable, Accounting, Financial Reporting, Fixed Assets, Auditing, Financial Analysis, Cost Accounting, Variance Analysis, Account Reconciliation, Payroll, Fixed Asse, Capital Project Analysis, Asset Management, physical inve, Tax Reporting, International Accounting, MS Excel Pivot Tables
Education
University of Scranton 2005 — 2007
MBA, Accounting and International Business
Gujarat University 2003 — 2005
M.S, Accounting and Auditing
Som Lalit Institue of Management, Ahmedabad, India 2001 — 2003
B.S, Accounting
Sharron Zhao's Legg Mason Experience 1996 - 1997
Job Vice President, Fund Accounting Manager
Industry Financial Services
Experience
Conifer Financial Services 2014 - Present
Osterweis Capital Management 2000 - 2013
RS Investments 1997 - 2000
Legg Mason 1996 - 1997
Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital
Education
La Salle University
Master of Business Administration (MBA)
Shanghai University of Finance and Economics
Conifer Financial Services 2014 - Present
Osterweis Capital Management 2000 - 2013
RS Investments 1997 - 2000
Legg Mason 1996 - 1997
Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital
Education
La Salle University
Master of Business Administration (MBA)
Shanghai University of Finance and Economics
Carolyn Davis's Legg Mason Experience 1995 - 2005
Job Executive Assistant & Corporate Administrator to Founder, Chairman & CEO at TESSCO Technologies
Industry Hospital & Health Care
Experience
TESSCO Technologies June 2014 - Present
Danaher December 2012 - June 2014
Bravo Health a HealthSpring company 2010 - December 2012
Bravo Health 2007 - 2010
KCI Technologies, Inc. 2005 - 2007
Legg Mason 1995 - 2005
Skills
PowerPoint, Administration, Word, Outlook, Excel, Corporate Events, Non-profit Volunteer, Non-profit Leadership, Church Administration, Church Events, Church Music, Marketing, Microsoft Word, Microsoft Excel, Management, Event Planning, PeopleSoft, Community Outreach, Leadership, Sales Management, SharePoint, System Administration, Sales, Process Improvement, Strategy, Healthcare, Employee Benefits, Human Resources, Access, Team Building, Training, Budgets, Corporate Communications, Recruiting, Employee Relations, Administrative..., Fundraising
Education
Regent University 2010 — 2015
Bachelor's Degree, Biblical & Theological Studies
Harford Community College 1993 — 1996
A.A., Office Technology / Business Administration
TESSCO Technologies June 2014 - Present
Danaher December 2012 - June 2014
Bravo Health a HealthSpring company 2010 - December 2012
Bravo Health 2007 - 2010
KCI Technologies, Inc. 2005 - 2007
Legg Mason 1995 - 2005
Skills
PowerPoint, Administration, Word, Outlook, Excel, Corporate Events, Non-profit Volunteer, Non-profit Leadership, Church Administration, Church Events, Church Music, Marketing, Microsoft Word, Microsoft Excel, Management, Event Planning, PeopleSoft, Community Outreach, Leadership, Sales Management, SharePoint, System Administration, Sales, Process Improvement, Strategy, Healthcare, Employee Benefits, Human Resources, Access, Team Building, Training, Budgets, Corporate Communications, Recruiting, Employee Relations, Administrative..., Fundraising
Education
Regent University 2010 — 2015
Bachelor's Degree, Biblical & Theological Studies
Harford Community College 1993 — 1996
A.A., Office Technology / Business Administration
Brad Truffer's Legg Mason Experience 2004 - Present
Job Vice President, IT Project Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason 2004 - Present
Tascom, Inc. 1997 - 2004
Legg Mason 1993 - 1997
Skills
Project Management, Vendor Management, SDLC, Business Analysis, PeopleSoft, Process Improvement, Requirements Analysis, Production Support, Disaster Recovery, MS Project, SQL, Management, Software Development, Visio
Education
University of Richmond
B.S., Business Administration
Hood College
MBA, Finance
Legg Mason 2004 - Present
Tascom, Inc. 1997 - 2004
Legg Mason 1993 - 1997
Skills
Project Management, Vendor Management, SDLC, Business Analysis, PeopleSoft, Process Improvement, Requirements Analysis, Production Support, Disaster Recovery, MS Project, SQL, Management, Software Development, Visio
Education
University of Richmond
B.S., Business Administration
Hood College
MBA, Finance
Kwame Moses's Legg Mason Experience January 2006 - Present
Job Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2006 - Present
Citigroup Asset Management July 2004 - December 2005
Skills
Securities, Equities, Asset Managment, Alternative Investments, Fixed Income, Series 24, AML, Series 7, Capital Markets, Hedge Funds, Investments, FINRA, Asset Management, Mutual Funds, Financial Services
Education
Iona College
M.B.A., Finance
Manhattanville College
BA, Biology
Legg Mason January 2006 - Present
Citigroup Asset Management July 2004 - December 2005
Skills
Securities, Equities, Asset Managment, Alternative Investments, Fixed Income, Series 24, AML, Series 7, Capital Markets, Hedge Funds, Investments, FINRA, Asset Management, Mutual Funds, Financial Services
Education
Iona College
M.B.A., Finance
Manhattanville College
BA, Biology
Monique Fournier (Glassman), CPA's Legg Mason Experience June 2007 - Present
Job Assistant Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2007 - Present
Reznick Group January 2002 - June 2007
Skills
Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis
Education
University of Maryland University College 2009 — 2013
MBA
Towson University 2000 — 2002
BS, Accounting
Harford Community College 1998 — 2000
AA, Business Administration
Legg Mason June 2007 - Present
Reznick Group January 2002 - June 2007
Skills
Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis
Education
University of Maryland University College 2009 — 2013
MBA
Towson University 2000 — 2002
BS, Accounting
Harford Community College 1998 — 2000
AA, Business Administration
Paul Coviello's Legg Mason Experience 1986 - 1992
Job Managing Director at Linden Capital Management
Industry Investment Management
Experience
Linden Growth Partners, LP 1993 - Present
Linden Capital Management 2013 - Present
Linden Asset Management 1992 - 2013
Legg Mason 1986 - 1992
Prudential Financial 1981 - 1986
Skills
Investment Advisory, Asset Management, Portfolio Management, Estate Planning, Financial Advisory, Insurance, Financial Planners, Strategic Financial..., Investments, Strategic Planning, Mutual Funds, Wealth Management, Series 7, Securities, Customer Service, Corporate Venture..., Private Equity, Financial Analysis, Retirement Planning, Venture Capital
Education
Wilkes University 1978 — 1981
Bachelor of Arts (BA), Economics
Harvard Business School
Private Equity and Venture Capital
Linden Growth Partners, LP 1993 - Present
Linden Capital Management 2013 - Present
Linden Asset Management 1992 - 2013
Legg Mason 1986 - 1992
Prudential Financial 1981 - 1986
Skills
Investment Advisory, Asset Management, Portfolio Management, Estate Planning, Financial Advisory, Insurance, Financial Planners, Strategic Financial..., Investments, Strategic Planning, Mutual Funds, Wealth Management, Series 7, Securities, Customer Service, Corporate Venture..., Private Equity, Financial Analysis, Retirement Planning, Venture Capital
Education
Wilkes University 1978 — 1981
Bachelor of Arts (BA), Economics
Harvard Business School
Private Equity and Venture Capital
Kevin Fales's Legg Mason Experience 2011 - Present
Job
Industry Financial Services
Experience
Legg Mason 2011 - Present
JPMorgan Chase February 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - February 2009
New York Jets April 2004 - September 2004
Education
Iona College 1999 — 2003
BBA, Marketing Strategy & Sales
Legg Mason 2011 - Present
JPMorgan Chase February 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - February 2009
New York Jets April 2004 - September 2004
Education
Iona College 1999 — 2003
BBA, Marketing Strategy & Sales
John Triolo's Legg Mason Experience September 2005 - Present
Job Senior Tax Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2005 - Present
Deloitte & Touche June 1997 - September 2004
Dreyfus June 1996 - July 1997
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Reporting, Tax, Securities, Fund Administration, SEC filings, Financial Analysis, Financial Modeling, Private Equity, Asset Managment
Education
Hofstra University 1992 — 1996
BBA, Accounting
Holy Cross High School 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Legg Mason September 2005 - Present
Deloitte & Touche June 1997 - September 2004
Dreyfus June 1996 - July 1997
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Reporting, Tax, Securities, Fund Administration, SEC filings, Financial Analysis, Financial Modeling, Private Equity, Asset Managment
Education
Hofstra University 1992 — 1996
BBA, Accounting
Holy Cross High School 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Michael Orlando's Legg Mason Experience October 2010 - August 2011
Job Vice President, Regional Consultant at Prudential Investments
Industry Financial Services
Experience
Prudential Investments September 2011 - Present
Legg Mason October 2010 - August 2011
Legg Mason October 2009 - October 2010
Legg Mason October 2006 - October 2009
MPV Securities August 2004 - October 2006
Skills
Mutual Funds, Investments, Wealth Management, Separately Managed..., Series 6, Finance, Financial Advisory, Asset Allocation, Series 7, Series 63, Closed-end Funds, 529 Plans, Retail Brokerage, Managed Accounts, Life Insurance
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Westfield High
Prudential Investments September 2011 - Present
Legg Mason October 2010 - August 2011
Legg Mason October 2009 - October 2010
Legg Mason October 2006 - October 2009
MPV Securities August 2004 - October 2006
Skills
Mutual Funds, Investments, Wealth Management, Separately Managed..., Series 6, Finance, Financial Advisory, Asset Allocation, Series 7, Series 63, Closed-end Funds, 529 Plans, Retail Brokerage, Managed Accounts, Life Insurance
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Westfield High
Bryan Borchard's Legg Mason Experience June 2005 - August 2005
Job Business Development Professional
Industry Hospital & Health Care
Experience
BAYADA Home Health Care October 2013 - Present
Sherpa December 2012 - September 2013
Jeff Harris and Associates, Inc May 2012 - November 2012
Maxim Healthcare Services, Inc July 2008 - March 2012
Maxim Healthcare Services, Inc June 2006 - July 2008
Legg Mason June 2005 - August 2005
Skills
Sales Operations, Team Leadership, Team Building, Operations, Operations Management, HR Policies, Sales Management, Customer Service, Corporate Communications, Sales Recruitment, Performance Management, Profit & Loss Management, New Business Development, Account Management, Home Care, Healthcare, Process Improvement, Conflict Resolution, Compliance, Hiring, New Hire Training, Leadership Development, Competitive Analysis, Problem Solving, Administration, Budgets, Leadership, P, Recruiting, Sales, Strategic Planning, Talent Acquisition, Temporary Placement, Interviews, Human Resources, Employee Relations, College Recruiting, Cold Calling, Applicant Tracking...
Education
Guilford College 2002 — 2006
Business Management
Guilford College
B.S, Business Management; Economics/Money and Finance
BAYADA Home Health Care October 2013 - Present
Sherpa December 2012 - September 2013
Jeff Harris and Associates, Inc May 2012 - November 2012
Maxim Healthcare Services, Inc July 2008 - March 2012
Maxim Healthcare Services, Inc June 2006 - July 2008
Legg Mason June 2005 - August 2005
Skills
Sales Operations, Team Leadership, Team Building, Operations, Operations Management, HR Policies, Sales Management, Customer Service, Corporate Communications, Sales Recruitment, Performance Management, Profit & Loss Management, New Business Development, Account Management, Home Care, Healthcare, Process Improvement, Conflict Resolution, Compliance, Hiring, New Hire Training, Leadership Development, Competitive Analysis, Problem Solving, Administration, Budgets, Leadership, P, Recruiting, Sales, Strategic Planning, Talent Acquisition, Temporary Placement, Interviews, Human Resources, Employee Relations, College Recruiting, Cold Calling, Applicant Tracking...
Education
Guilford College 2002 — 2006
Business Management
Guilford College
B.S, Business Management; Economics/Money and Finance
Anthony Bongiovanni's Legg Mason Experience May 2005 - Present
Job Developer at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2005 - Present
Legg Mason October 1999 - May 2005
Hi-Powered, Inc. September 1997 - January 1999
Skills
JavaScript, SQL, Perl
Education
Indiana University of Pennsylvania 1996 — 1997
Legg Mason May 2005 - Present
Legg Mason October 1999 - May 2005
Hi-Powered, Inc. September 1997 - January 1999
Skills
JavaScript, SQL, Perl
Education
Indiana University of Pennsylvania 1996 — 1997
Anji Kandula's Legg Mason Experience February 2009 - January 2011
Job Sr. Abinitio Developer at Florida Blue
Industry Information Technology and Services
Experience
Florida Blue March 2015 - Present
SunTrust March 2013 - February 2015
Lockheed Martin Information Technology July 2012 - March 2013
FedEx Services February 2012 - July 2012
Medco Health Solutions June 2011 - February 2012
BCBSNC January 2011 - June 2011
Legg Mason February 2009 - January 2011
Aptiva Corp February 2007 - February 2009
Skills
ETL, Abinitio, Unix, Unix Shell Scripting, Data Warehousing, SQL, Oracle, DB2, Autosys, SDLC, Teradata, Business Intelligence, Mainframe, PL/SQL, Java, Sybase, CA7, XML, Shell Scripting
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Electronics and Communications Engineering
Florida Blue March 2015 - Present
SunTrust March 2013 - February 2015
Lockheed Martin Information Technology July 2012 - March 2013
FedEx Services February 2012 - July 2012
Medco Health Solutions June 2011 - February 2012
BCBSNC January 2011 - June 2011
Legg Mason February 2009 - January 2011
Aptiva Corp February 2007 - February 2009
Skills
ETL, Abinitio, Unix, Unix Shell Scripting, Data Warehousing, SQL, Oracle, DB2, Autosys, SDLC, Teradata, Business Intelligence, Mainframe, PL/SQL, Java, Sybase, CA7, XML, Shell Scripting
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Electronics and Communications Engineering
Dorothy Sanya's Legg Mason Experience February 2006 - June 2013
Job Corporate Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Legg Mason February 2006 - June 2013
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Modeling, Corporate Finance, US GAAP, SEC filings, Microsoft Excel, Management, Sarbanes-Oxley Act, Risk Management, Finance
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance
Howard Community College
Morgan Stanley June 2013 - Present
Legg Mason February 2006 - June 2013
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Modeling, Corporate Finance, US GAAP, SEC filings, Microsoft Excel, Management, Sarbanes-Oxley Act, Risk Management, Finance
Education
George Mason University - School of Management
Bachelor of Science (B.S.), Finance
Howard Community College
CAROLINE KROGER's Legg Mason Experience January 1998 - December 2004
Job Escrow Specialist at Bayview Loan Servicing, LLC
Industry Financial Services
Experience
Bayview Loan Servicing, LLC May 2005 - Present
Legg Mason January 1998 - December 2004
J I Kislak April 1991 - November 1998
Skills
Loans, Loan Servicing, Mortgage Lending, Management, Training, Tax, Legal Research, Escrow, Mortgage Banking, Mortgage Servicing
Education
Leeward Community College 1973 — 1975
Kapiolani Community College 1971 — 1972
Bayview Loan Servicing, LLC May 2005 - Present
Legg Mason January 1998 - December 2004
J I Kislak April 1991 - November 1998
Skills
Loans, Loan Servicing, Mortgage Lending, Management, Training, Tax, Legal Research, Escrow, Mortgage Banking, Mortgage Servicing
Education
Leeward Community College 1973 — 1975
Kapiolani Community College 1971 — 1972
Zach Mitchell's Legg Mason Experience June 2008 - August 2008
Job Furthur Films
Industry Motion Pictures and Film
Experience
Furthur Films August 2014 - Present
Pfeiffer Consulting May 2013 - August 2014
Focus Features October 2013 - April 2014
SmartLine September 2012 - May 2013
Focus Features September 2012 - April 2013
Abrams Artist Agency September 2010 - December 2010
US Open Tennis Championships August 2009 - September 2010
Legg Mason June 2008 - August 2008
Skills
CRM, Video, Management, Public Relations, Marketing, Publicity, Social Media
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Furthur Films August 2014 - Present
Pfeiffer Consulting May 2013 - August 2014
Focus Features October 2013 - April 2014
SmartLine September 2012 - May 2013
Focus Features September 2012 - April 2013
Abrams Artist Agency September 2010 - December 2010
US Open Tennis Championships August 2009 - September 2010
Legg Mason June 2008 - August 2008
Skills
CRM, Video, Management, Public Relations, Marketing, Publicity, Social Media
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Raymond Gaetano's Legg Mason Experience 2005 - 2006
Job Managing Director Head of Global Private Bank Operations at Citi
Industry Financial Services
Experience
Citi 2010 - Present
Citi 2006 - 2010
Legg Mason 2005 - 2006
Citi 2002 - 2005
Skills
Securities, Capital Markets, Global Operations, Capital Budgeting, Risk Management, Investment Strategies, Mergers & Acquisitions, Divestitures, Asset Management, Portfolio Management, Equities, Fixed Income, Financial Services, Mutual Funds, Management, Hedge Funds, Alternative Investments, Wealth Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance, Accounting and General Management
Citi 2010 - Present
Citi 2006 - 2010
Legg Mason 2005 - 2006
Citi 2002 - 2005
Skills
Securities, Capital Markets, Global Operations, Capital Budgeting, Risk Management, Investment Strategies, Mergers & Acquisitions, Divestitures, Asset Management, Portfolio Management, Equities, Fixed Income, Financial Services, Mutual Funds, Management, Hedge Funds, Alternative Investments, Wealth Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance, Accounting and General Management
Bridget Patterson's Legg Mason Experience August 2007 - August 2008
Job Proctor at Touro College
Industry Accounting
Experience
Touro College Pharmacy May 2014 - Present
Community Service August 2011 - Present
HBO November 2011 - 2011
Legg Mason August 2007 - August 2008
UBS August 2006 - July 2008
Citi July 1996 - June 2006
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Marketing, Customer Service, Accounts Receivable, Fixed Assets, Microsoft Excel, Mutual Funds, Microsoft Office, Microsoft Suites
Education
Kingsborough Community College
Associate of Arts and Sciences (AAS), Accounting
Touro College Pharmacy May 2014 - Present
Community Service August 2011 - Present
HBO November 2011 - 2011
Legg Mason August 2007 - August 2008
UBS August 2006 - July 2008
Citi July 1996 - June 2006
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Marketing, Customer Service, Accounts Receivable, Fixed Assets, Microsoft Excel, Mutual Funds, Microsoft Office, Microsoft Suites
Education
Kingsborough Community College
Associate of Arts and Sciences (AAS), Accounting
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments