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
Gregory S. Heiderman, CPA, MBA, MSRE Gregory S. Heiderman, CPA, MBA, MSRE's Legg Mason Experience January 1996 - January 1997
Job Real Estate Development Consultant at Real Estate Consultant
Industry Banking
Experience
Real Estate Devleopment Consultant 2014 - Present
Caves Valley Partners 2014 - 2014
Eastern Savings Bank April 2002 - 2013
Winding Creek Estates 2003 - 2008
Rowles & Company, LLP January 1997 - January 2002
Legg Mason January 1996 - January 1997
United States Marine Corps & USMCR 1988 - 1996
Skills
Accounting, Internal Audit, Auditing, Analysis, Tax, Financial Modeling, Internal Controls, Budgets, Finance, Accounts Payable, Banking, Due Diligence
Education
The Johns Hopkins University - Carey Business School 2005 — 2008
Masters of Science, Real Estate Development - (G. Edward Todd Scholarship recipient)
The Johns Hopkins University - Carey Business School 2001 — 2005
MBA
University of Maryland University College 1999 — 2001
Maryland Banking School
Loyola University Maryland 1993 — 1995
BBA, Accounting
Real Estate Devleopment Consultant 2014 - Present
Caves Valley Partners 2014 - 2014
Eastern Savings Bank April 2002 - 2013
Winding Creek Estates 2003 - 2008
Rowles & Company, LLP January 1997 - January 2002
Legg Mason January 1996 - January 1997
United States Marine Corps & USMCR 1988 - 1996
Skills
Accounting, Internal Audit, Auditing, Analysis, Tax, Financial Modeling, Internal Controls, Budgets, Finance, Accounts Payable, Banking, Due Diligence
Education
The Johns Hopkins University - Carey Business School 2005 — 2008
Masters of Science, Real Estate Development - (G. Edward Todd Scholarship recipient)
The Johns Hopkins University - Carey Business School 2001 — 2005
MBA
University of Maryland University College 1999 — 2001
Maryland Banking School
Loyola University Maryland 1993 — 1995
BBA, Accounting
Scottie Traylor Scottie Traylor's Legg Mason Experience November 1999 - January 2003
Job Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 2003 - Present
Progressive Bank 2000 - Present
Legg Mason November 1999 - January 2003
American Express Financial Advisors October 1998 - November 1999
Skills
Portfolio Management, Investment Advisory, Wealth, Insurance, Financial Analysis, Finance, Financial Planners, Financial Planning, Investment Management, 401k, Wealth Management..., Series 7, Bonds, Stocks, ETFs, Long-term Care, Life Insurance, Series 65, Long Term Care Insurance, Disability Insurance, Series 9/10
Education
Louisiana Tech University 1969 — 1973
Bachelor of Arts, Architecture
Raymond James Financial Services, Inc. January 2003 - Present
Progressive Bank 2000 - Present
Legg Mason November 1999 - January 2003
American Express Financial Advisors October 1998 - November 1999
Skills
Portfolio Management, Investment Advisory, Wealth, Insurance, Financial Analysis, Finance, Financial Planners, Financial Planning, Investment Management, 401k, Wealth Management..., Series 7, Bonds, Stocks, ETFs, Long-term Care, Life Insurance, Series 65, Long Term Care Insurance, Disability Insurance, Series 9/10
Education
Louisiana Tech University 1969 — 1973
Bachelor of Arts, Architecture
Katherine Kacani's Legg Mason Experience January 2014 - May 2014
Job US Operations Assistant at MailOnline
Industry Marketing and Advertising
Experience
MailOnline October 2014 - Present
Legg Mason January 2014 - May 2014
SWW Creative June 2013 - August 2013
Nordstrom May 2012 - January 2013
Loyola University Maryland August 2012 - December 2012
Skills
Proficiency using..., Basic understanding in..., Social Media, Blogging, Social Networking, Marketing Communications, Teamwork, HTML, Event Planning, Marketing, Public Speaking, Mac Systems, Pc Systems, Management
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration, Marketing
University College Cork 2012 — 2013
Bishop George Ahr High School 2006 — 2010
MailOnline October 2014 - Present
Legg Mason January 2014 - May 2014
SWW Creative June 2013 - August 2013
Nordstrom May 2012 - January 2013
Loyola University Maryland August 2012 - December 2012
Skills
Proficiency using..., Basic understanding in..., Social Media, Blogging, Social Networking, Marketing Communications, Teamwork, HTML, Event Planning, Marketing, Public Speaking, Mac Systems, Pc Systems, Management
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration, Marketing
University College Cork 2012 — 2013
Bishop George Ahr High School 2006 — 2010
Martine Costello's Legg Mason Experience 2007 - 2009
Job Director of Marketing and Communications at SCS Financial
Industry Financial Services
Experience
SCS Financial 2015 - Present
BNY Mellon Wealth Management 2013 - 2014
Goldman Sachs 2009 - 2013
Legg Mason 2007 - 2009
Allianz Global Investors 2003 - 2007
CNNMoney 1997 - 2003
New Haven Register 1989 - 1997
Skills
Marketing Communications, Brand Development, Collateral Material..., Product Marketing, Online Marketing, Investment Strategies, Writing, Editing, White Papers, Advertising Copy, Interactive Solutions, Online Journalism, Business Journalism, Feature Writing, Fixed Income, Insurance, Online Video, Personal Finance, Website Redesign, Website Development, Series 24, Pianist, French, Copywriting, Feature Articles, Fund Of Funds, Hedge Funds, Editorial, Investor Relations, Marketing, Management, Social Media Marketing, Journalism, Equities, Asset Management, Alternative Investments
Education
Lehigh University
BA, Double major in journalism and government
Miss Porter's School
SCS Financial 2015 - Present
BNY Mellon Wealth Management 2013 - 2014
Goldman Sachs 2009 - 2013
Legg Mason 2007 - 2009
Allianz Global Investors 2003 - 2007
CNNMoney 1997 - 2003
New Haven Register 1989 - 1997
Skills
Marketing Communications, Brand Development, Collateral Material..., Product Marketing, Online Marketing, Investment Strategies, Writing, Editing, White Papers, Advertising Copy, Interactive Solutions, Online Journalism, Business Journalism, Feature Writing, Fixed Income, Insurance, Online Video, Personal Finance, Website Redesign, Website Development, Series 24, Pianist, French, Copywriting, Feature Articles, Fund Of Funds, Hedge Funds, Editorial, Investor Relations, Marketing, Management, Social Media Marketing, Journalism, Equities, Asset Management, Alternative Investments
Education
Lehigh University
BA, Double major in journalism and government
Miss Porter's School
Bryan Dickerson Bryan Dickerson's Legg Mason Experience March 1996 - March 2006
Job Financial Depository Examiner Lead Advanced at State of Maryland
Industry Government Administration
Experience
State of Maryland March 2006 - Present
Legg Mason March 1996 - March 2006
Skills
Policy, Government, Policy Analysis, Financial Analysis, Analysis, Public Policy, Auditing, Risk Management, Finance, Accounting, Data Analysis, Financial Reporting, Access, Internal Controls, Internal Audit
Education
Towson University 1984 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Loyola College in Maryland 1981 — 1983
State of Maryland March 2006 - Present
Legg Mason March 1996 - March 2006
Skills
Policy, Government, Policy Analysis, Financial Analysis, Analysis, Public Policy, Auditing, Risk Management, Finance, Accounting, Data Analysis, Financial Reporting, Access, Internal Controls, Internal Audit
Education
Towson University 1984 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Loyola College in Maryland 1981 — 1983
Nicole Salop Nicole Salop's Legg Mason Experience October 2009 - May 2010
Job Mortgage Loan Officer
Industry Financial Services
Experience
Weichert Financial Services June 2013 - Present
Branch Banking and Trust September 2011 - Present
Branch Banking and Trust March 2011 - September 2011
Branch Banking and Trust June 2010 - April 2011
Legg Mason October 2009 - May 2010
CareFirst BlueCross BlueShield May 2009 - September 2009
RCM&D May 2008 - May 2009
WildChina October 2008 - December 2008
Skills
Business Strategy, Retail and Business..., Sales Management, Underwriting, Customer Service, Sales, Financial Analysis, Marketing Strategy, Consumer Lending, Small Business, Competitive Analysis, Management, Loans, Retail, Marketing, Mortgage Lending, Loan Origination, Mortgage Banking
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Marketing
The Joseph A. Sellinger, S.J., School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
The Bejing Center 2008 — 2009
Notre Dame Preparatory School 2002 — 2006
Weichert Financial Services June 2013 - Present
Branch Banking and Trust September 2011 - Present
Branch Banking and Trust March 2011 - September 2011
Branch Banking and Trust June 2010 - April 2011
Legg Mason October 2009 - May 2010
CareFirst BlueCross BlueShield May 2009 - September 2009
RCM&D May 2008 - May 2009
WildChina October 2008 - December 2008
Skills
Business Strategy, Retail and Business..., Sales Management, Underwriting, Customer Service, Sales, Financial Analysis, Marketing Strategy, Consumer Lending, Small Business, Competitive Analysis, Management, Loans, Retail, Marketing, Mortgage Lending, Loan Origination, Mortgage Banking
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Marketing
The Joseph A. Sellinger, S.J., School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
The Bejing Center 2008 — 2009
Notre Dame Preparatory School 2002 — 2006
Katherine Seymour Katherine Seymour's Legg Mason Experience May 2013 - August 2013
Job Student at Loyola University Maryland
Industry
Experience
Morgan Stanley May 2014 - Present
Legg Mason May 2013 - August 2013
Maria Linz Photography May 2008 - April 2013
With Gratitude June 2012 - August 2012
Baldwin Hardware June 2007 - August 2007
Skills
Community Outreach, Public Speaking, Customer Service, Data Analysis, Organization, Team Leadership, Adobe Creative Suite, Microsoft Office, PowerPoint, Social Networking, Technical Writing, Creative Problem Solving, Solution Implementation
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), International Business
St. Paul's School for Girls 2006 — 2010
TASIS 2003 — 2006
Morgan Stanley May 2014 - Present
Legg Mason May 2013 - August 2013
Maria Linz Photography May 2008 - April 2013
With Gratitude June 2012 - August 2012
Baldwin Hardware June 2007 - August 2007
Skills
Community Outreach, Public Speaking, Customer Service, Data Analysis, Organization, Team Leadership, Adobe Creative Suite, Microsoft Office, PowerPoint, Social Networking, Technical Writing, Creative Problem Solving, Solution Implementation
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), International Business
St. Paul's School for Girls 2006 — 2010
TASIS 2003 — 2006
Richard Shami Richard Shami's Legg Mason Experience May 2007 - April 2008
Job IT Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group June 2015 - Present
Barnes & Noble College April 2014 - June 2015
Advantage Business Media September 2012 - April 2014
Freshpair June 2011 - September 2012
Sogeti February 2010 - June 2011
Prometric June 2005 - February 2010
Legg Mason May 2007 - April 2008
Skills
Business Analysis, Project Management, Process Improvement, Quality Assurance, Software Development, Training, Databases, SharePoint, Visio, SDLC, Software Project..., Agile Methodologies, Project Planning, Requirements Analysis, Software Documentation, Testing, E-commerce, LAMP, Drupal, Email Newsletter Design, Web Development, Web Design, Telecommunications, Windows Server, Active Directory, Analysis, Leadership, XML, Data Center, IT Management, Business Process, Management, Vendor Management, Team Management, Integration, SQL, Unix, Requirements Gathering, Product Development, Analytics, Program Management, IT Strategy, Cross-functional Team..., Agile Project Management, PMP, Project Portfolio...
Education
Loyola University Maryland 2006 — 2008
Master of Business Administration (M.B.A.), Management Information Systems
Loyola University Maryland Sellinger School of Business and Management 2002 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems
Loyola University Maryland 2002 — 2006
Bachelor's Degree, Management Information Systems
Seton Hall Preparatory 1998 — 2002
High School
St. Philip the Apostle
UnitedHealth Group June 2015 - Present
Barnes & Noble College April 2014 - June 2015
Advantage Business Media September 2012 - April 2014
Freshpair June 2011 - September 2012
Sogeti February 2010 - June 2011
Prometric June 2005 - February 2010
Legg Mason May 2007 - April 2008
Skills
Business Analysis, Project Management, Process Improvement, Quality Assurance, Software Development, Training, Databases, SharePoint, Visio, SDLC, Software Project..., Agile Methodologies, Project Planning, Requirements Analysis, Software Documentation, Testing, E-commerce, LAMP, Drupal, Email Newsletter Design, Web Development, Web Design, Telecommunications, Windows Server, Active Directory, Analysis, Leadership, XML, Data Center, IT Management, Business Process, Management, Vendor Management, Team Management, Integration, SQL, Unix, Requirements Gathering, Product Development, Analytics, Program Management, IT Strategy, Cross-functional Team..., Agile Project Management, PMP, Project Portfolio...
Education
Loyola University Maryland 2006 — 2008
Master of Business Administration (M.B.A.), Management Information Systems
Loyola University Maryland Sellinger School of Business and Management 2002 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems
Loyola University Maryland 2002 — 2006
Bachelor's Degree, Management Information Systems
Seton Hall Preparatory 1998 — 2002
High School
St. Philip the Apostle
James Gauthier CFA James Gauthier CFA's Legg Mason Experience December 1999 - 2007
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2010 - Present
Legg Mason December 1999 - 2007
Alex Brown 1989 - 1999
Skills
Fixed Income, Private Banking, Estate Planning, Securities, Investment Management, Wealth Management..., Banking, Retirement, Bonds, Hedge Funds, Financial Advisory
Education
Chartered Financial Analyst Designation 1996 — 1999
CFA
Loyola University Maryland 1990 — 1992
Maasters of Science in Finance, Finance, General
Towson State University 1982 — 1986
BS in Economics and BS in Businesss Admin with concentration in Finance, Economics and Finance
PNC Wealth Management January 2010 - Present
Legg Mason December 1999 - 2007
Alex Brown 1989 - 1999
Skills
Fixed Income, Private Banking, Estate Planning, Securities, Investment Management, Wealth Management..., Banking, Retirement, Bonds, Hedge Funds, Financial Advisory
Education
Chartered Financial Analyst Designation 1996 — 1999
CFA
Loyola University Maryland 1990 — 1992
Maasters of Science in Finance, Finance, General
Towson State University 1982 — 1986
BS in Economics and BS in Businesss Admin with concentration in Finance, Economics and Finance
Jeremy Wilt's Legg Mason Experience August 2006 - December 2006
Job Lead Experience Architect at EffectiveUI
Industry Information Technology and Services
Experience
EffectiveUI August 2014 - Present
EffectiveUI November 2013 - August 2014
The Hershey Company June 2009 - November 2013
JWILT.COM December 2006 - June 2009
Legg Mason August 2006 - December 2006
Legg Mason Technology Services October 2005 - August 2006
e4e February 2005 - October 2005
Skills
Web Design, Interaction Design, Visual Design, Graphic Design, User Interface Design, User Experience Design, Usability Testing, Process Improvement, Management Consulting, Human Computer..., Marketing, Web Presence, Non-profits, Project Management, Business Analysis, E-commerce, Adobe Fireworks, Adobe Photoshop, Xcode, iOS, Management, User Experience, Information Architecture
Education
Loyola University Maryland 2005 — 2008
MBA, Business Management
University of Maryland Baltimore County 2001 — 2005
BA, Psychology
EffectiveUI August 2014 - Present
EffectiveUI November 2013 - August 2014
The Hershey Company June 2009 - November 2013
JWILT.COM December 2006 - June 2009
Legg Mason August 2006 - December 2006
Legg Mason Technology Services October 2005 - August 2006
e4e February 2005 - October 2005
Skills
Web Design, Interaction Design, Visual Design, Graphic Design, User Interface Design, User Experience Design, Usability Testing, Process Improvement, Management Consulting, Human Computer..., Marketing, Web Presence, Non-profits, Project Management, Business Analysis, E-commerce, Adobe Fireworks, Adobe Photoshop, Xcode, iOS, Management, User Experience, Information Architecture
Education
Loyola University Maryland 2005 — 2008
MBA, Business Management
University of Maryland Baltimore County 2001 — 2005
BA, Psychology
Stacey Perone Stacey Perone's Legg Mason Experience 2005 - 2007
Job Strategic, creative, resultsdriven communications professional; detailoriented project manager; clientfocused
Industry Marketing and Advertising
Experience
T. Rowe Price March 2014 - Present
T. Rowe Price September 2011 - March 2014
T. Rowe Price December 2010 - September 2011
T. Rowe Price April 2007 - December 2010
Legg Mason 2005 - 2007
SCORE! Educational Centers 2005 - 2005
The Campbell Group 2003 - 2004
Skills
Integrated Marketing, Strategic Communications, Email Marketing, Project Management, Direct Client..., Customer Experience, Sales Presentations, Marketing Communications, Marketing, Advertising, Direct Marketing, Digital Marketing, Marketing Strategy, Copywriting, Direct Mail, Social Media Marketing, Corporate Branding, Brand Development, Web Content, Cross-functional Team..., Building Strong..., Account Management, Sales, Strategic Planning, Financial Services, Investments, Influential Communicator, Client Presentation, Client Relations, Client Rapport, Data Analysis, Analytical Skills, Problem Solving, Deadline Oriented
Education
Loyola University Maryland 2006 — 2010
MBA, Management
Towson University 1999 — 2003
BS, Mass Communications
T. Rowe Price March 2014 - Present
T. Rowe Price September 2011 - March 2014
T. Rowe Price December 2010 - September 2011
T. Rowe Price April 2007 - December 2010
Legg Mason 2005 - 2007
SCORE! Educational Centers 2005 - 2005
The Campbell Group 2003 - 2004
Skills
Integrated Marketing, Strategic Communications, Email Marketing, Project Management, Direct Client..., Customer Experience, Sales Presentations, Marketing Communications, Marketing, Advertising, Direct Marketing, Digital Marketing, Marketing Strategy, Copywriting, Direct Mail, Social Media Marketing, Corporate Branding, Brand Development, Web Content, Cross-functional Team..., Building Strong..., Account Management, Sales, Strategic Planning, Financial Services, Investments, Influential Communicator, Client Presentation, Client Relations, Client Rapport, Data Analysis, Analytical Skills, Problem Solving, Deadline Oriented
Education
Loyola University Maryland 2006 — 2010
MBA, Management
Towson University 1999 — 2003
BS, Mass Communications
Erin Ross Erin Ross's Legg Mason Experience July 2001 - July 2003
Job Account Executive at MARKETPLACE by ADTECH, an AOL company
Industry Online Media
Experience
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
Jeff Six Jeff Six's Legg Mason Experience March 2007 - June 2011
Job Vice President, Enterprise Security at T. Rowe Price
Industry Computer & Network Security
Experience
T. Rowe Price June 2011 - Present
Security Analysis and Risk Management Association April 2014 - Present
O'Reilly Media 2011 - Present
Columbia Association December 1993 - Present
University of Delaware August 2000 - May 2013
Legg Mason March 2007 - June 2011
National Security Agency May 1998 - February 2007
United States Department of Defense October 2006 - January 2007
University of Maryland Baltimore County (UMBC) August 2001 - June 2005
Skills
Computer Security, Information Assurance, Security, Research, Computer Science, Software Engineering, Cryptography, Android, J2EE Application..., Finance, Project Management, Teaching, Training, Published Author, Application Security, Security Architecture, Federated Identity..., SQL, Linux, Unix, XML, Security Architecture..., Information Security..., SDLC, Integration, Software Development, Databases, Networking, Enterprise Architecture, Leadership, Analysis, Enterprise Software, Strategy, Management, Troubleshooting, Access, Information Technology, Java, Risk Management, JavaScript, Firewalls, Network Security
Education
Loyola University Maryland 2007 — 2012
MBA, Finance
Joint Military Intelligence College 2004 — 2006
PGIP, Strategic Intelligence
University of Delaware 2000 — 2001
MEE, Electrical Engineering
University of Delaware 1996 — 2000
BCpE, Computer Engineering
Loyola Blakefield 1989 — 1996
Honors Jesuit middle and high school education
T. Rowe Price June 2011 - Present
Security Analysis and Risk Management Association April 2014 - Present
O'Reilly Media 2011 - Present
Columbia Association December 1993 - Present
University of Delaware August 2000 - May 2013
Legg Mason March 2007 - June 2011
National Security Agency May 1998 - February 2007
United States Department of Defense October 2006 - January 2007
University of Maryland Baltimore County (UMBC) August 2001 - June 2005
Skills
Computer Security, Information Assurance, Security, Research, Computer Science, Software Engineering, Cryptography, Android, J2EE Application..., Finance, Project Management, Teaching, Training, Published Author, Application Security, Security Architecture, Federated Identity..., SQL, Linux, Unix, XML, Security Architecture..., Information Security..., SDLC, Integration, Software Development, Databases, Networking, Enterprise Architecture, Leadership, Analysis, Enterprise Software, Strategy, Management, Troubleshooting, Access, Information Technology, Java, Risk Management, JavaScript, Firewalls, Network Security
Education
Loyola University Maryland 2007 — 2012
MBA, Finance
Joint Military Intelligence College 2004 — 2006
PGIP, Strategic Intelligence
University of Delaware 2000 — 2001
MEE, Electrical Engineering
University of Delaware 1996 — 2000
BCpE, Computer Engineering
Loyola Blakefield 1989 — 1996
Honors Jesuit middle and high school education
Linda Malin's Legg Mason Experience January 1990 - December 2004
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS December 2004 - Present
Legg Mason January 1990 - December 2004
Education
Louisiana State University 1972 — 1976
Bachelor of Applied Science (BASc), Education
UBS December 2004 - Present
Legg Mason January 1990 - December 2004
Education
Louisiana State University 1972 — 1976
Bachelor of Applied Science (BASc), Education
Kent Miller Kent Miller's Legg Mason Experience July 2011 - March 2014
Job Director, Institutional Marketing & Client Service at Brown Capital Management
Industry Investment Management
Experience
Brown Capital Management October 2014 - Present
Legg Mason July 2011 - March 2014
Legg Mason June 2009 - June 2011
Legg Mason June 2000 - June 2009
T. Rowe Price July 1989 - April 2000
Skills
Mutual Funds, Equities, Fixed Income, Alternative Investments, Public Speaking, Emerging Markets, Relationship Management, Sales Presentations, Investment Management, Financial Services, Investment Strategies, Salesforce.com, Competitive Analysis, Wealth Management, Bloomberg, Product Management, Investments, Panel Moderator, Speech Writing, Written & Oral..., Technical Writing, Private Bank, Asset Managment, Morningstar Direct, Securities, Asset Management, Hedge Funds, Portfolio Management
Education
Loyola University Maryland 1985 — 1989
BS, Finance
Brown Capital Management October 2014 - Present
Legg Mason July 2011 - March 2014
Legg Mason June 2009 - June 2011
Legg Mason June 2000 - June 2009
T. Rowe Price July 1989 - April 2000
Skills
Mutual Funds, Equities, Fixed Income, Alternative Investments, Public Speaking, Emerging Markets, Relationship Management, Sales Presentations, Investment Management, Financial Services, Investment Strategies, Salesforce.com, Competitive Analysis, Wealth Management, Bloomberg, Product Management, Investments, Panel Moderator, Speech Writing, Written & Oral..., Technical Writing, Private Bank, Asset Managment, Morningstar Direct, Securities, Asset Management, Hedge Funds, Portfolio Management
Education
Loyola University Maryland 1985 — 1989
BS, Finance
Aaron Mack Aaron Mack's Legg Mason Experience June 2007 - August 2007
Job Associate at Crestline Investors
Industry Investment Management
Experience
Crestline Investors, Inc. June 2015 - Present
Pamli Capital May 2014 - August 2014
Barclays Capital June 2010 - July 2013
Oppenheimer & Co. Inc. June 2009 - August 2009
Vodafone May 2008 - June 2008
Legg Mason June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
College of Business and Economics 2006 — 2010
BS, Finance
Lehigh University 2006 — 2010
BS, Finance
Crestline Investors, Inc. June 2015 - Present
Pamli Capital May 2014 - August 2014
Barclays Capital June 2010 - July 2013
Oppenheimer & Co. Inc. June 2009 - August 2009
Vodafone May 2008 - June 2008
Legg Mason June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
College of Business and Economics 2006 — 2010
BS, Finance
Lehigh University 2006 — 2010
BS, Finance
Jo Anne Bennett Jo Anne Bennett's Legg Mason Experience August 1993 - June 1995
Job Deputy Chief Plans and Operations Division, US Government/DOD
Industry Defense & Space
Experience
U.S. Department of Defense June 2015 - Present
Booz Allen Hamilton November 1997 - July 2014
Decisive Analytics Corporation November 1996 - October 1997
SAIC June 1995 - October 1996
Legg Mason August 1993 - June 1995
Skills
Program Management, IT Project & Program..., Financial Risk, Business Development, Risk Management, PMP, Governance, Analysis, Strategy, Business Analysis, Business Process, Management Consulting, Project Portfolio..., PMO, Software Project..., Executive Management, Stakeholder Management, Information Technology, Project Delivery, Government, Cross-functional Team..., Management, Proposal Writing, IT Management, Project Management, Government Contracting, DoD
Education
The George Washington University 1997 — 2001
Master of Science (M.S.), Operations Research
Loyola University Maryland 1990 — 1993
Bachelor of Science (B.S.), Mathematics
U.S. Department of Defense June 2015 - Present
Booz Allen Hamilton November 1997 - July 2014
Decisive Analytics Corporation November 1996 - October 1997
SAIC June 1995 - October 1996
Legg Mason August 1993 - June 1995
Skills
Program Management, IT Project & Program..., Financial Risk, Business Development, Risk Management, PMP, Governance, Analysis, Strategy, Business Analysis, Business Process, Management Consulting, Project Portfolio..., PMO, Software Project..., Executive Management, Stakeholder Management, Information Technology, Project Delivery, Government, Cross-functional Team..., Management, Proposal Writing, IT Management, Project Management, Government Contracting, DoD
Education
The George Washington University 1997 — 2001
Master of Science (M.S.), Operations Research
Loyola University Maryland 1990 — 1993
Bachelor of Science (B.S.), Mathematics
Joseph Mattioli Joseph Mattioli's Legg Mason Experience June 2008 - August 2008
Job Prime Brokerage Operations at Davidson Kempner Capital Management
Industry Financial Services
Experience
Davidson Kempner Capital Management July 2011 - Present
Bank of America November 2010 - July 2011
Infinity Consulting Solutions November 2009 - October 2010
Legg Mason June 2008 - August 2008
Legg Mason June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Prime Brokerage, Options, Swaps, MBS, CDO, Hedge Funds, Corporate Actions, Settlement, Finance, CMO, Excel, Equity Swaps, Convertible Bonds, Advent, Geneva, Pivot Tables, CMBS, ABS, Account Reconciliation, International..., DTC, Euroclear, SPV, Structured Finance, Vlookup, Hlookups, Clearing, Foreign Currency, MS Project, Microsoft Office 2007, Visio, Dividends, Sumif, Month End Close, Monthly Close Process, Omgeo Oasys, CTM, User Acceptance Testing, Microsoft Excel, Microsoft Office
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Finance
Davidson Kempner Capital Management July 2011 - Present
Bank of America November 2010 - July 2011
Infinity Consulting Solutions November 2009 - October 2010
Legg Mason June 2008 - August 2008
Legg Mason June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Prime Brokerage, Options, Swaps, MBS, CDO, Hedge Funds, Corporate Actions, Settlement, Finance, CMO, Excel, Equity Swaps, Convertible Bonds, Advent, Geneva, Pivot Tables, CMBS, ABS, Account Reconciliation, International..., DTC, Euroclear, SPV, Structured Finance, Vlookup, Hlookups, Clearing, Foreign Currency, MS Project, Microsoft Office 2007, Visio, Dividends, Sumif, Month End Close, Monthly Close Process, Omgeo Oasys, CTM, User Acceptance Testing, Microsoft Excel, Microsoft Office
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Finance
Jeff Connolly Jeff Connolly's Legg Mason Experience 1994 - 1997
Job Vice President of Asset Resolution for Enterprise Community Investment, Inc.
Industry Real Estate
Experience
Enterprise Community Investment, Inc. March 2009 - Present
University of Baltimore August 2011 - Present
MMA Realty Capital April 2006 - March 2008
Mercantile Bank (Trustee for AFL-CIO Building Investment Trust) August 2004 - April 2006
South Charles Investment Corporation (TriSail Capital Corporation) April 1998 - August 2004
USF&G 1997 - 1998
Legg Mason 1994 - 1997
Skills
Asset Managment, Underwriting, Loans, LIHTC, Financial Structuring, Loan Origination, Real Estate Economics, Due Diligence, Affordable Housing, Valuation, Financial Modeling, Portfolio Management, Real Estate, Investments, Commercial Real Estate, Finance, Dispositions, Leases, Investment Properties, Real Estate Development, Financial Analysis, Property Management
Education
Loyola University Maryland 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BBA, Finance
Loyola Blakefield High School 1986 — 1990
Enterprise Community Investment, Inc. March 2009 - Present
University of Baltimore August 2011 - Present
MMA Realty Capital April 2006 - March 2008
Mercantile Bank (Trustee for AFL-CIO Building Investment Trust) August 2004 - April 2006
South Charles Investment Corporation (TriSail Capital Corporation) April 1998 - August 2004
USF&G 1997 - 1998
Legg Mason 1994 - 1997
Skills
Asset Managment, Underwriting, Loans, LIHTC, Financial Structuring, Loan Origination, Real Estate Economics, Due Diligence, Affordable Housing, Valuation, Financial Modeling, Portfolio Management, Real Estate, Investments, Commercial Real Estate, Finance, Dispositions, Leases, Investment Properties, Real Estate Development, Financial Analysis, Property Management
Education
Loyola University Maryland 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BBA, Finance
Loyola Blakefield High School 1986 — 1990
Justin Riemer Justin Riemer's Legg Mason Experience January 2003 - January 2006
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Citigroup Global Markets January 2006 - June 2012
Legg Mason January 2003 - January 2006
Johns Hopkins University May 2002 - January 2003
Skills
Data Analysis, Project Management, People Management, Securities Regulation, Regulatory Requirements, Foreign Exchange, Operational Risk..., International Tax
Education
Loyola University Maryland 2007 — 2011
MBA, Finance
Wake Forest University 1998 — 2002
BA, Economics with minors in Biology and International Studies
Morgan Stanley June 2012 - Present
Citigroup Global Markets January 2006 - June 2012
Legg Mason January 2003 - January 2006
Johns Hopkins University May 2002 - January 2003
Skills
Data Analysis, Project Management, People Management, Securities Regulation, Regulatory Requirements, Foreign Exchange, Operational Risk..., International Tax
Education
Loyola University Maryland 2007 — 2011
MBA, Finance
Wake Forest University 1998 — 2002
BA, Economics with minors in Biology and International Studies
Chris Dewlen's Legg Mason Experience 1997 - 1998
Job Regional Director at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. January 2014 - Present
Advisors Asset Management, Inc. September 2003 - December 2013
Pan American Financial Advisors 2000 - 2003
Shobe Financial Group 1997 - 2000
Legg Mason 1997 - 1998
Prudential Securities 1994 - 1997
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Bonds, Series 7, Financial Advisory, Portfolio Management, Separately Managed..., Wealth Management, Investment Advisory, Alternative Investments, Series 63, Structured Products, Trading, Asset Allocation, Asset Managment, Securities, Unit Investment Trusts, Customer Service, Marketing, Sales, Banking, Municipal Bonds, Outlook, New Business Development, Credit Risk, Wealth Management..., Microsoft Office, Tactical Asset..., Microsoft Word, Closed-end Funds, Technical Analysis, PowerPoint, Research, Process Improvement, Project Management, Cash Management, Inside Sales, Inside Sales Management, CISP®
Education
Louisiana State University 1992 — 1997
BS, Finance
Advisors Asset Management, Inc. January 2014 - Present
Advisors Asset Management, Inc. September 2003 - December 2013
Pan American Financial Advisors 2000 - 2003
Shobe Financial Group 1997 - 2000
Legg Mason 1997 - 1998
Prudential Securities 1994 - 1997
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Bonds, Series 7, Financial Advisory, Portfolio Management, Separately Managed..., Wealth Management, Investment Advisory, Alternative Investments, Series 63, Structured Products, Trading, Asset Allocation, Asset Managment, Securities, Unit Investment Trusts, Customer Service, Marketing, Sales, Banking, Municipal Bonds, Outlook, New Business Development, Credit Risk, Wealth Management..., Microsoft Office, Tactical Asset..., Microsoft Word, Closed-end Funds, Technical Analysis, PowerPoint, Research, Process Improvement, Project Management, Cash Management, Inside Sales, Inside Sales Management, CISP®
Education
Louisiana State University 1992 — 1997
BS, Finance
Jay Schmidt Jay Schmidt's Legg Mason Experience May 2009 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2009 - Present
Hatteras Funds 2007 - 2009
Mercantile Safe Deposit and Trust Company 2005 - 2007
Skills
Investments, Finance, Mutual Funds, Asset Management, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Securities
Education
University of Virginia 1983 — 1987
Bachelor's Degree, History
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Legg Mason May 2009 - Present
Hatteras Funds 2007 - 2009
Mercantile Safe Deposit and Trust Company 2005 - 2007
Skills
Investments, Finance, Mutual Funds, Asset Management, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Securities
Education
University of Virginia 1983 — 1987
Bachelor's Degree, History
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Shaun Poulton's Legg Mason Experience March 1995 - July 1997
Job Chief Operating Officer at Regent Education
Industry Information Technology and Services
Experience
Regent Education August 2014 - Present
Regent Education April 2010 - Present
AETEA Information Technology November 2006 - April 2010
SM Consulting July 1999 - November 2006
SilverLake Technologies July 1997 - August 1999
Legg Mason March 1995 - July 1997
American Physical Society December 1993 - March 1995
Department of Commerce- National Marine Fisheries Service December 1992 - December 1993
Skills
SaaS, SDLC, Software Development, Cross-functional Team..., Strategy, Business Analysis, Product Management, CRM, Business Intelligence, Databases, Integration, Web Services, Program Management, Agile Methodologies, Enterprise Software, Management, Cloud Computing, Process Improvement, SOA, SharePoint, Requirements Analysis, IT Strategy, Enterprise Architecture, Database Design, Mobile Devices, Visio, Consulting, Project Management, Web Applications, Vendor Management, Java, C#, Information Technology, .NET, SQL, Business Process, Unix, Scrum, Product Development, Project Portfolio..., Software Project..., Microsoft SQL Server, Leadership, Agile Project Management
Education
University of Maryland University College 1995 — 2001
BS, Information Systems Management
University of Maryland Baltimore County 1992 — 1995
Mechanical Engineering, Information Systems Management
Lehigh University 1991 — 1992
Mechanical Engineering
Randallstown High School 1987 — 1991
Regent Education August 2014 - Present
Regent Education April 2010 - Present
AETEA Information Technology November 2006 - April 2010
SM Consulting July 1999 - November 2006
SilverLake Technologies July 1997 - August 1999
Legg Mason March 1995 - July 1997
American Physical Society December 1993 - March 1995
Department of Commerce- National Marine Fisheries Service December 1992 - December 1993
Skills
SaaS, SDLC, Software Development, Cross-functional Team..., Strategy, Business Analysis, Product Management, CRM, Business Intelligence, Databases, Integration, Web Services, Program Management, Agile Methodologies, Enterprise Software, Management, Cloud Computing, Process Improvement, SOA, SharePoint, Requirements Analysis, IT Strategy, Enterprise Architecture, Database Design, Mobile Devices, Visio, Consulting, Project Management, Web Applications, Vendor Management, Java, C#, Information Technology, .NET, SQL, Business Process, Unix, Scrum, Product Development, Project Portfolio..., Software Project..., Microsoft SQL Server, Leadership, Agile Project Management
Education
University of Maryland University College 1995 — 2001
BS, Information Systems Management
University of Maryland Baltimore County 1992 — 1995
Mechanical Engineering, Information Systems Management
Lehigh University 1991 — 1992
Mechanical Engineering
Randallstown High School 1987 — 1991
Jonathan Chapin Jonathan Chapin's Legg Mason Experience Senior Business AnalystLaSalle Investment ManagementJanuary 2007 - December 2007
Job Lead Business Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason Senior Business AnalystLaSalle Investment ManagementJanuary 2007 - December 2007
T. Rowe Price September 2001 - January 2007
T. Rowe Price December 2000 - September 2001
T. Rowe Price June 1999 - December 2000
Education
Loyola University Maryland 2003 — 2005
MBA
Virginia Polytechnic Institute and State University 1996 — 1999
BS, Finance
Legg Mason Senior Business AnalystLaSalle Investment ManagementJanuary 2007 - December 2007
T. Rowe Price September 2001 - January 2007
T. Rowe Price December 2000 - September 2001
T. Rowe Price June 1999 - December 2000
Education
Loyola University Maryland 2003 — 2005
MBA
Virginia Polytechnic Institute and State University 1996 — 1999
BS, Finance
Kelly Neylan Kelly Neylan's Legg Mason Experience January 1998 - January 2000
Job Yoga Instructor at Columbia Association and Haven on the Lake
Industry Alternative Medicine
Experience
Lasting Light Wellness (formerly Lastng Light Yoga and Reiki) January 2002 - Present
Columbia Association and Haven on the Lake January 2002 - Present
Columbia Association 2011 - May 2015
Howard Community College July 2010 - 2012
Self-employed 2006 - June 2009
Commerce One 2000 - 2002
Legg Mason January 1998 - January 2000
Legg Mason Wood Walker 1999 - 2000
T. Rowe Price June 1991 - January 1998
Skills
Teaching, Reiki, Business Analysis, Financial Analysis, Meditation, Wellness, Public Speaking, Blogging, Social Networking, Writing, Social Media Marketing, Stress Management, Personal Development, Holistic Health, Social Media, Research, Event Planning, Entrepreneur, Marketing Strategy, Fitness, Public Relations, Wellness Coaching, Online Marketing, Copywriting, Marketing Communications, Strategic Planning, Healing, Advertising, Facebook, Treatment, Yoga, Energy Healing, Technical Writing, Health, Lifestyle, Entrepreneurship, Alternative Medicine, Wellbeing, Chronic Illness, Relaxation, Bodywork, Pain Management, Workshops, Lifestyle Coaching, Hatha Yoga, Stress, Nutrition, Pilates, Supplements, Herbal
Education
Temple of Kriya Yoga 2001 — 2003
Yoga Instructor, Yoga and Meditation
Loyola University Maryland 1996 — 1999
MBA, Management and international business
York College of Pennsylvania 1989 — 1994
BS, Marketing & Management
Towson High School 1985 — 1989
HS Diploma, College Prep
St. Pius X 1976 — 1985
LeRoy
Yoga
Yoga
Yoga
Yoga
Lasting Light Wellness (formerly Lastng Light Yoga and Reiki) January 2002 - Present
Columbia Association and Haven on the Lake January 2002 - Present
Columbia Association 2011 - May 2015
Howard Community College July 2010 - 2012
Self-employed 2006 - June 2009
Commerce One 2000 - 2002
Legg Mason January 1998 - January 2000
Legg Mason Wood Walker 1999 - 2000
T. Rowe Price June 1991 - January 1998
Skills
Teaching, Reiki, Business Analysis, Financial Analysis, Meditation, Wellness, Public Speaking, Blogging, Social Networking, Writing, Social Media Marketing, Stress Management, Personal Development, Holistic Health, Social Media, Research, Event Planning, Entrepreneur, Marketing Strategy, Fitness, Public Relations, Wellness Coaching, Online Marketing, Copywriting, Marketing Communications, Strategic Planning, Healing, Advertising, Facebook, Treatment, Yoga, Energy Healing, Technical Writing, Health, Lifestyle, Entrepreneurship, Alternative Medicine, Wellbeing, Chronic Illness, Relaxation, Bodywork, Pain Management, Workshops, Lifestyle Coaching, Hatha Yoga, Stress, Nutrition, Pilates, Supplements, Herbal
Education
Temple of Kriya Yoga 2001 — 2003
Yoga Instructor, Yoga and Meditation
Loyola University Maryland 1996 — 1999
MBA, Management and international business
York College of Pennsylvania 1989 — 1994
BS, Marketing & Management
Towson High School 1985 — 1989
HS Diploma, College Prep
St. Pius X 1976 — 1985
LeRoy
Yoga
Yoga
Yoga
Yoga
Bob Caron Bob Caron's Legg Mason Experience January 2007 - July 2011
Job Financial Systems Analyst at MedImmune
Industry Pharmaceuticals
Experience
MedImmune October 2011 - Present
Legg Mason January 2007 - July 2011
Aerotek Inc. 2003 - 2007
Aerotek/Allegis Group 1998 - 2003
Skills
Hyperion Enterprise, Finance, Management, Budgets
Education
Loyola University Maryland 1999 — 2004
MBA, Business Management
Towson University 1994 — 1998
BS, Business Administration
MedImmune October 2011 - Present
Legg Mason January 2007 - July 2011
Aerotek Inc. 2003 - 2007
Aerotek/Allegis Group 1998 - 2003
Skills
Hyperion Enterprise, Finance, Management, Budgets
Education
Loyola University Maryland 1999 — 2004
MBA, Business Management
Towson University 1994 — 1998
BS, Business Administration
Christina (Johnson) Boryk Christina (Johnson) Boryk's Legg Mason Experience May 1992 - November 1997
Job Executive Director at Rebuilding Together Dutchess
Industry Nonprofit Organization Management
Experience
Rebuilding Together Dutchess May 2010 - Present
The Greater Southern Dutchess Chamber of Commerce August 2007 - May 2010
T. Rowe Price November 1997 - February 2005
Legg Mason May 1992 - November 1997
Skills
Staff Management, Management, Analysis, Budgets, Business Process..., Community Development, Community Outreach, Contract Negotiation, Event Management, Financial Services, Forecasting, Fundraising, Leadership, Marketing, Non-profit..., Nonprofits, Operations Management, Organizational..., Organizational..., Outsourcing, Performance Analysis, Portfolio Management, Process Improvement, Product Management, Program Development, Project Management, Project Planning, Risk Management, SDLC, Staff Supervision, Training, Strategy, Volunteer Management
Education
Loyola University Maryland 1988 — 1992
BA, Finance
Rebuilding Together Dutchess May 2010 - Present
The Greater Southern Dutchess Chamber of Commerce August 2007 - May 2010
T. Rowe Price November 1997 - February 2005
Legg Mason May 1992 - November 1997
Skills
Staff Management, Management, Analysis, Budgets, Business Process..., Community Development, Community Outreach, Contract Negotiation, Event Management, Financial Services, Forecasting, Fundraising, Leadership, Marketing, Non-profit..., Nonprofits, Operations Management, Organizational..., Organizational..., Outsourcing, Performance Analysis, Portfolio Management, Process Improvement, Product Management, Program Development, Project Management, Project Planning, Risk Management, SDLC, Staff Supervision, Training, Strategy, Volunteer Management
Education
Loyola University Maryland 1988 — 1992
BA, Finance
Eleanor Lipinski Eleanor Lipinski's Legg Mason Experience October 2000 - October 2002
Job Business Manager at Ronald Knox Montessori School
Industry
Experience
Ronald Knox Montessori School August 2011 - Present
Moody's Investors Service October 2002 - February 2004
Legg Mason October 2000 - October 2002
Chicago Park District May 1998 - November 1999
EVEREN Securities, Inc. March 1990 - May 1998
Skills
Strategic Planning, Financial Analysis
Education
Loyola University Chicago 1984 — 1988
Bachelor of Science (BS), Finance
Ronald Knox Montessori School August 2011 - Present
Moody's Investors Service October 2002 - February 2004
Legg Mason October 2000 - October 2002
Chicago Park District May 1998 - November 1999
EVEREN Securities, Inc. March 1990 - May 1998
Skills
Strategic Planning, Financial Analysis
Education
Loyola University Chicago 1984 — 1988
Bachelor of Science (BS), Finance
Jeff Gredlein Jeff Gredlein's Legg Mason Experience April 2004 - October 2005
Job
Industry Information Services
Experience
Hartman Executive Advisors September 2014 - Present
Merkle July 2010 - August 2014
MedStar Health March 2009 - July 2010
MedStar Health October 2005 - March 2009
MedStar Health October 2005 - March 2007
Legg Mason April 2004 - October 2005
Legg Mason April 2002 - April 2004
Legg Mason January 1998 - April 2002
Skills
Vendor Management, Strategic Planning, Change Management, Budgeting, Process Improvement, Budgets, Project Management, Management, Business Intelligence, Leadership, Disaster Recovery, Procurement, Contract Management, Team Leadership, IT Operations, Telecommunications, Data Center, Outsourcing, Business Planning, Networking, Contract Negotiation, Mergers & Acquisitions, Information Technology
Education
Loyola University Maryland 2002 — 2004
MBA, Finance
Towson University 1993 — 1997
BS, Business Administration
Loyola High School 1989 — 1993
Hartman Executive Advisors September 2014 - Present
Merkle July 2010 - August 2014
MedStar Health March 2009 - July 2010
MedStar Health October 2005 - March 2009
MedStar Health October 2005 - March 2007
Legg Mason April 2004 - October 2005
Legg Mason April 2002 - April 2004
Legg Mason January 1998 - April 2002
Skills
Vendor Management, Strategic Planning, Change Management, Budgeting, Process Improvement, Budgets, Project Management, Management, Business Intelligence, Leadership, Disaster Recovery, Procurement, Contract Management, Team Leadership, IT Operations, Telecommunications, Data Center, Outsourcing, Business Planning, Networking, Contract Negotiation, Mergers & Acquisitions, Information Technology
Education
Loyola University Maryland 2002 — 2004
MBA, Finance
Towson University 1993 — 1997
BS, Business Administration
Loyola High School 1989 — 1993
Thomas Alex, PMP Thomas Alex, PMP's Legg Mason Experience February 2000 - May 2007
Job Information Technology and Investment Management
Industry Information Technology and Services
Experience
Meradia Group October 2014 - Present
Brandywine Global Investment Management May 2007 - April 2014
Legg Mason February 2000 - May 2007
Skills
ITIL v3 Foundations..., Project Management, IT Management, Leadership, Asset Managment, Management, Business Continuity, Negotiation, Databases, Unix, SQL, Perl, Disaster Recovery, .Net, Sybase, Oracle, Microsoft SQL Server, PMP Certified, Asset Management, MS Office 365, MS Access 2013 Web Apps, MS Office Automation..., Business Analysis, SDLC
Education
Loyola College in Maryland
Master of Science (MS), Computer Science
Loyola College in Maryland
Bachelor of Science (BS), Computer Science
Meradia Group October 2014 - Present
Brandywine Global Investment Management May 2007 - April 2014
Legg Mason February 2000 - May 2007
Skills
ITIL v3 Foundations..., Project Management, IT Management, Leadership, Asset Managment, Management, Business Continuity, Negotiation, Databases, Unix, SQL, Perl, Disaster Recovery, .Net, Sybase, Oracle, Microsoft SQL Server, PMP Certified, Asset Management, MS Office 365, MS Access 2013 Web Apps, MS Office Automation..., Business Analysis, SDLC
Education
Loyola College in Maryland
Master of Science (MS), Computer Science
Loyola College in Maryland
Bachelor of Science (BS), Computer Science
Daniel Ruggiero Daniel Ruggiero's Legg Mason Experience August 2010 - Present
Job Account Service Manager
Industry Financial Services
Experience
Legg Mason August 2010 - Present
Legg Mason 2007 - 2010
Morgan Stanley Smith Barney July 2004 - October 2007
Skills
Series 7, Series 63, Equities, Investments, Asset Allocation, Alternative Investments, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Global Business
Loyola University Maryland 2000 — 2004
BBA, Finance
Legg Mason August 2010 - Present
Legg Mason 2007 - 2010
Morgan Stanley Smith Barney July 2004 - October 2007
Skills
Series 7, Series 63, Equities, Investments, Asset Allocation, Alternative Investments, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Global Business
Loyola University Maryland 2000 — 2004
BBA, Finance
Alan Moore's Legg Mason Experience 1995 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2004 - Present
Legg Mason 1995 - 2004
Paine Webber 1992 - 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Planners, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Public Speaking, Strategy, Wealth Management, Series 7, Finance, Financial Planning
Education
Tulane University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors January 2004 - Present
Legg Mason 1995 - 2004
Paine Webber 1992 - 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Planners, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Public Speaking, Strategy, Wealth Management, Series 7, Finance, Financial Planning
Education
Tulane University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance
Aida Curtis Aida Curtis's Legg Mason Experience January 2008 - Present
Job Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2008 - Present
Legg Mason 2000 - January 2008
Legg mason 1998 - 2000
Lockheed Martin 1996 - 1998
Wise Metals 1994 - 1996
Skills
Mutual Funds, Equities, Fixed Income, Investments, Asset Management, Financial Analysis, Financial Services, Alternative Investments, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Houston-Clear Lake 1997 — 1998
M.S, Accounting
Loyola University Maryland 1991 — 1994
Legg Mason January 2008 - Present
Legg Mason 2000 - January 2008
Legg mason 1998 - 2000
Lockheed Martin 1996 - 1998
Wise Metals 1994 - 1996
Skills
Mutual Funds, Equities, Fixed Income, Investments, Asset Management, Financial Analysis, Financial Services, Alternative Investments, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Houston-Clear Lake 1997 — 1998
M.S, Accounting
Loyola University Maryland 1991 — 1994
Sam Dugan, CFP Sam Dugan, CFP's Legg Mason Experience 1987 - 1996
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1996 - Present
Legg Mason 1987 - 1996
Johnson Matthey 1984 - 1987
Bethlehem Steel Corporation 1973 - 1984
PA Department of Environmental Resources 1971 - 1973
Education
Lehigh University 1973 — 1975
MBA
Lehigh University 1967 — 1971
BS, Chemical Engineering
Wells Fargo Advisors January 1996 - Present
Legg Mason 1987 - 1996
Johnson Matthey 1984 - 1987
Bethlehem Steel Corporation 1973 - 1984
PA Department of Environmental Resources 1971 - 1973
Education
Lehigh University 1973 — 1975
MBA
Lehigh University 1967 — 1971
BS, Chemical Engineering
Joe DiMaggio Joe DiMaggio's Legg Mason Experience May 2006 - July 2011
Job Project Leader at T. Rowe Price
Industry Computer Software
Experience
T. Rowe Price July 2013 - Present
Johns Hopkins Medicine July 2011 - July 2013
Legg Mason May 2006 - July 2011
The Charmer Sunbelt Group March 2005 - May 2006
Independent Contractor April 2004 - March 2005
Visicu March 2002 - April 2004
Software Consortium March 1998 - February 2002
Skills
Process Development, Business Management, Program Management, Team Leadership, Business Analysis, Software Development, Requirements Analysis, MS Project, Analysis, Vendor Management, Problem Solving, Healthcare, Management, Security, Microsoft SQL Server, Disaster Recovery, Data Analysis, Project Management, Databases, CRM, Process Improvement, Software Project..., Enterprise Software, Project Planning, Data Warehousing, Leadership, SDLC, Visio, SQL, Business Intelligence, Microsoft Project
Education
Towson University 1995 — 1999
MS
Loyola University Maryland 1988 — 1992
BA
T. Rowe Price July 2013 - Present
Johns Hopkins Medicine July 2011 - July 2013
Legg Mason May 2006 - July 2011
The Charmer Sunbelt Group March 2005 - May 2006
Independent Contractor April 2004 - March 2005
Visicu March 2002 - April 2004
Software Consortium March 1998 - February 2002
Skills
Process Development, Business Management, Program Management, Team Leadership, Business Analysis, Software Development, Requirements Analysis, MS Project, Analysis, Vendor Management, Problem Solving, Healthcare, Management, Security, Microsoft SQL Server, Disaster Recovery, Data Analysis, Project Management, Databases, CRM, Process Improvement, Software Project..., Enterprise Software, Project Planning, Data Warehousing, Leadership, SDLC, Visio, SQL, Business Intelligence, Microsoft Project
Education
Towson University 1995 — 1999
MS
Loyola University Maryland 1988 — 1992
BA
John McGuigan John McGuigan's Legg Mason Experience September 2015 - Present
Job Vice President, Channel Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2015 - Present
Resilient October 2014 - June 2015
PHH Arval April 2011 - December 2013
T. Rowe Price - Retirement Plan Services December 2006 - April 2011
T. Rowe Price October 2004 - November 2006
T Rowe Price June 2003 - October 2004
T. Rowe Price March 2001 - June 2003
T. Rowe Price June 1999 - June 2003
Fidelity & Guaranty Life June 1992 - May 1998
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA
Loyola University Maryland 1988 — 1992
BBA
Legg Mason September 2015 - Present
Resilient October 2014 - June 2015
PHH Arval April 2011 - December 2013
T. Rowe Price - Retirement Plan Services December 2006 - April 2011
T. Rowe Price October 2004 - November 2006
T Rowe Price June 2003 - October 2004
T. Rowe Price March 2001 - June 2003
T. Rowe Price June 1999 - June 2003
Fidelity & Guaranty Life June 1992 - May 1998
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA
Loyola University Maryland 1988 — 1992
BBA
Ryan Burks, MBA, PMP Ryan Burks, MBA, PMP's Legg Mason Experience 1998 - 2001
Job Senior Business IT Executive Vice President, Global Head of Investments Technology (divisional CIO level)
Industry Financial Services
Experience
T. Rowe Price November 2005 - Present
sanofi-aventis 2004 - 2005
Johns Hopkins Bayview Medical Center 2002 - 2004
CSP, Inc. 2001 - 2002
Legg Mason 1998 - 2001
Skills
Talent Management, Relationship Management, Program Management, Strategy, Investments, SDLC, Corporate Actions, Business Analysis, Asset Management, Management, Complex Organizational..., Vendor Management, Business Process, Equities, Organizational..., Enterprise Architecture, Integration, Risk Management, Fixed Income, Leadership, Collateral Management, Cash Management, Financial Regulation, Trading Systems, Financial Services, Process Improvement, Business Strategy, Requirements Analysis, Project Management, Portfolio Management, Business Intelligence, Strategic Planning, Derivatives, Strategic Leadership, Trade Life-Cycle, Collaborative Leadership, Lean Transformation, Post-Trade Processing, Derivative Operations, Web Application Design, FX Operations, IT Executive Management, Charles River IMS, Enterprise IT Strategy, Technology Governance, ROI Optimization, Crisis Management, Global Management, Infrastructure, Trading
Education
Loyola University Maryland
MBA, International Business
University of Pennsylvania - The Wharton School
Executive Development Program
McDaniel College
Master of Science
Towson University
Bachelor of Science
T. Rowe Price November 2005 - Present
sanofi-aventis 2004 - 2005
Johns Hopkins Bayview Medical Center 2002 - 2004
CSP, Inc. 2001 - 2002
Legg Mason 1998 - 2001
Skills
Talent Management, Relationship Management, Program Management, Strategy, Investments, SDLC, Corporate Actions, Business Analysis, Asset Management, Management, Complex Organizational..., Vendor Management, Business Process, Equities, Organizational..., Enterprise Architecture, Integration, Risk Management, Fixed Income, Leadership, Collateral Management, Cash Management, Financial Regulation, Trading Systems, Financial Services, Process Improvement, Business Strategy, Requirements Analysis, Project Management, Portfolio Management, Business Intelligence, Strategic Planning, Derivatives, Strategic Leadership, Trade Life-Cycle, Collaborative Leadership, Lean Transformation, Post-Trade Processing, Derivative Operations, Web Application Design, FX Operations, IT Executive Management, Charles River IMS, Enterprise IT Strategy, Technology Governance, ROI Optimization, Crisis Management, Global Management, Infrastructure, Trading
Education
Loyola University Maryland
MBA, International Business
University of Pennsylvania - The Wharton School
Executive Development Program
McDaniel College
Master of Science
Towson University
Bachelor of Science
Blake Gardner Blake Gardner's Legg Mason Experience November 2012 - Present
Job Marketing Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2012 - Present
Greenwich Associates November 2009 - November 2012
Skills
Marketing, Analytics, Market Research, Marketing Research, Financial Services, Competitive Analysis, Direct Marketing, Management, Strategy, CRM, Segmentation, Business Development, Market Analysis, Product Marketing, Financial Analysis
Education
Loyola College in Maryland 2005 — 2008
Business, Marketing
Legg Mason November 2012 - Present
Greenwich Associates November 2009 - November 2012
Skills
Marketing, Analytics, Market Research, Marketing Research, Financial Services, Competitive Analysis, Direct Marketing, Management, Strategy, CRM, Segmentation, Business Development, Market Analysis, Product Marketing, Financial Analysis
Education
Loyola College in Maryland 2005 — 2008
Business, Marketing
David Polischeck David Polischeck's Legg Mason Experience March 2001 - November 2005
Job Financial Advisor Kairos Wealth Advisors of Raymond James
Industry Financial Services
Experience
Kairos Wealth Advisors of Raymond James April 2015 - Present
Stifel Nicolaus December 2005 - April 2015
Legg Mason March 2001 - November 2005
Legg Mason February 1997 - March 2001
Skills
Series 7, Series 63, Equities, Capital Markets, Equity Research, Hedge Funds, Securities, Factset, Customer Relations, Investments, Retirement Planning
Education
Loyola College in Maryland 1999 — 2001
MSF, Finance
Towson University 1993 — 1996
BS, Business Administration - Concentration in Finance
Kairos Wealth Advisors of Raymond James April 2015 - Present
Stifel Nicolaus December 2005 - April 2015
Legg Mason March 2001 - November 2005
Legg Mason February 1997 - March 2001
Skills
Series 7, Series 63, Equities, Capital Markets, Equity Research, Hedge Funds, Securities, Factset, Customer Relations, Investments, Retirement Planning
Education
Loyola College in Maryland 1999 — 2001
MSF, Finance
Towson University 1993 — 1996
BS, Business Administration - Concentration in Finance
Sabrina McCrae Sabrina McCrae's Legg Mason Experience March 2004 - December 2011
Job IT Specialist at Centers for Medicare & Medicaid Services
Industry Program Development
Experience
Centers for Medicare & Medicaid Services April 2015 - Present
United States Department of Defense February 2012 - April 2015
Legg Mason March 2004 - December 2011
MAMSI/United Healthcare March 2003 - March 2004
Rydex Funds Services July 2000 - August 2002
T. Rowe Price July 1998 - July 2000
T. Rowe Price January 1997 - July 1998
Dreyfus Trust Company April 1991 - December 1996
Skills
Ability to articulate..., Strong project and team..., Business Process..., Management, SDLC, MS Project, Business Process..., Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Documentation, Security, Program Management, Business Strategy, CRM, Process Improvement, Quality Assurance, Testing, Requirements Gathering, Business Requirements, Analysis, SharePoint, Business Process, Training, Strategy, Government, PMP, Business Process..., Integration, Proficient with..., Proven research,..., Excellent negotiation,..., Experience using...
Education
Long Island University, C.W. Post Campus 1990 — 1993
Bachelor of Science, Finance, 3.6/4.0 GPA
Centers for Medicare & Medicaid Services April 2015 - Present
United States Department of Defense February 2012 - April 2015
Legg Mason March 2004 - December 2011
MAMSI/United Healthcare March 2003 - March 2004
Rydex Funds Services July 2000 - August 2002
T. Rowe Price July 1998 - July 2000
T. Rowe Price January 1997 - July 1998
Dreyfus Trust Company April 1991 - December 1996
Skills
Ability to articulate..., Strong project and team..., Business Process..., Management, SDLC, MS Project, Business Process..., Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Documentation, Security, Program Management, Business Strategy, CRM, Process Improvement, Quality Assurance, Testing, Requirements Gathering, Business Requirements, Analysis, SharePoint, Business Process, Training, Strategy, Government, PMP, Business Process..., Integration, Proficient with..., Proven research,..., Excellent negotiation,..., Experience using...
Education
Long Island University, C.W. Post Campus 1990 — 1993
Bachelor of Science, Finance, 3.6/4.0 GPA
Jennifer Byers Jennifer Byers's Legg Mason Experience May 2015 - Present
Job Vice President, Corporate Social Responsibility at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
Legg Mason December 2010 - Present
Legg Mason December 2005 - December 2010
Legg Mason September 2003 - December 2005
Raymond James Financial Inc. January 2000 - September 2003
Skills
Community Development, Sustainability, Marketing, Program Management, Leadership, Analysis, Strategy, Proposal Writing, Governance, Strategic Planning, Data Analysis, Project Management, Policy, Organizational..., Nonprofits, Fundraising, Brand Management, Social Media, Volunteer Management, Event Planning, Program Development, Grants, Corporate Social..., Budgets, Employee Engagement, Sponsorship, Foundations
Education
Loyola University Maryland 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Towson University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Seton Keough High School 1991 — 1995
Legg Mason May 2015 - Present
Legg Mason December 2010 - Present
Legg Mason December 2005 - December 2010
Legg Mason September 2003 - December 2005
Raymond James Financial Inc. January 2000 - September 2003
Skills
Community Development, Sustainability, Marketing, Program Management, Leadership, Analysis, Strategy, Proposal Writing, Governance, Strategic Planning, Data Analysis, Project Management, Policy, Organizational..., Nonprofits, Fundraising, Brand Management, Social Media, Volunteer Management, Event Planning, Program Development, Grants, Corporate Social..., Budgets, Employee Engagement, Sponsorship, Foundations
Education
Loyola University Maryland 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Towson University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Seton Keough High School 1991 — 1995
Sri Gangenamoni Sri Gangenamoni's Legg Mason Experience October 2007 - June 2011
Job Infrastructure(IT) and Services Consultant
Industry Information Technology and Services
Experience
SmartInsight LLC June 2011 - Present
Legg Mason October 2007 - June 2011
ExxonMobil January 2007 - October 2007
KeyBank 2005 - 2006
Indus Research & Development Ltd May 2000 - October 2001
Bharat Heavy Electricals Limited January 1998 - October 1998
•Electronics Corporation of India Limited April 1998 - August 1998
Skills
Unix, AIX, Disaster Recovery, Shell Scripting, Linux, Servers, Data Center, Red Hat Linux, Oracle, Integration, Oracle RAC, Apache, OS Virtualization, High Availability..., Cluster, Databases, DB2, Security, Operating Systems, Big Data, Hadoop, Virtualization, Storage, RedHat, TSM, Storage Area Networks, High Availability, SAN, Data Migration, Infrastructure, Unix Shell Scripting, IBM AIX, Cloud Computing IaaS, Amazon Web Services...
Education
Lawrence Technological University 2004 — 2005
M.S, Computer Science
The University of North Dakota 2001 — 2004
Master of Engineering (M.Eng.), Electrical Engineering, 3.82
Osmania University 1996 — 2000
BE, Electronics and Electrical Engineering
SmartInsight LLC June 2011 - Present
Legg Mason October 2007 - June 2011
ExxonMobil January 2007 - October 2007
KeyBank 2005 - 2006
Indus Research & Development Ltd May 2000 - October 2001
Bharat Heavy Electricals Limited January 1998 - October 1998
•Electronics Corporation of India Limited April 1998 - August 1998
Skills
Unix, AIX, Disaster Recovery, Shell Scripting, Linux, Servers, Data Center, Red Hat Linux, Oracle, Integration, Oracle RAC, Apache, OS Virtualization, High Availability..., Cluster, Databases, DB2, Security, Operating Systems, Big Data, Hadoop, Virtualization, Storage, RedHat, TSM, Storage Area Networks, High Availability, SAN, Data Migration, Infrastructure, Unix Shell Scripting, IBM AIX, Cloud Computing IaaS, Amazon Web Services...
Education
Lawrence Technological University 2004 — 2005
M.S, Computer Science
The University of North Dakota 2001 — 2004
Master of Engineering (M.Eng.), Electrical Engineering, 3.82
Osmania University 1996 — 2000
BE, Electronics and Electrical Engineering
Fred Werner Fred Werner's Legg Mason Experience March 1989 - 2003
Job Portfolio Manager at Summit Financial Wealth Advisors
Industry Financial Services
Experience
Summit Financial Wealth Advisors 2003 - Present
Legg Mason March 1989 - 2003
E.F. Hutton 1976 - 1989
Skills
Portfolio Management, Wealth Management..., Entrepreneurship
Education
Louisiana State University
The University of Georgia
Summit Financial Wealth Advisors 2003 - Present
Legg Mason March 1989 - 2003
E.F. Hutton 1976 - 1989
Skills
Portfolio Management, Wealth Management..., Entrepreneurship
Education
Louisiana State University
The University of Georgia
Andrew Panico Andrew Panico's Legg Mason Experience 2004 - 2005
Job Managing Principal at Ascension Point Capital
Industry Venture Capital & Private Equity
Experience
Ascension Point Capital May 2013 - Present
City National Bank June 2012 - August 2012
JPMorgan Chase 2006 - 2011
CBRE Global Investors 2005 - 2006
Legg Mason 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Capital Structure, Leveraged Lending, Bloomberg, Capital IQ, Alternative Investments, DCF, Syndications, Equity Valuation, Finance, Equities, Investments, Derivatives, Credit Analysis, Leveraged Finance, Entrepreneurship, Credit, Banking, Corporate Finance, Mutual Funds, Investment Banking, Venture Capital, Hedge Funds, Capital Markets, Asset Management, Equity Research, LBO, Emerging Markets, Structured Finance, Business Valuation, Securities
Education
Loyola College in Maryland
Bachelor, Finance
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship
Ascension Point Capital May 2013 - Present
City National Bank June 2012 - August 2012
JPMorgan Chase 2006 - 2011
CBRE Global Investors 2005 - 2006
Legg Mason 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Capital Structure, Leveraged Lending, Bloomberg, Capital IQ, Alternative Investments, DCF, Syndications, Equity Valuation, Finance, Equities, Investments, Derivatives, Credit Analysis, Leveraged Finance, Entrepreneurship, Credit, Banking, Corporate Finance, Mutual Funds, Investment Banking, Venture Capital, Hedge Funds, Capital Markets, Asset Management, Equity Research, LBO, Emerging Markets, Structured Finance, Business Valuation, Securities
Education
Loyola College in Maryland
Bachelor, Finance
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship
Adam Levison Adam Levison's Legg Mason Experience July 1995 - July 1996
Job Director at Citi
Industry Information Technology and Services
Experience
Citi June 2004 - Present
Credit Suisse First Boston November 1999 - June 2004
Deutsche Bank October 1998 - November 1999
Solutions with Technologies 1997 - 1998
Legg Mason July 1995 - July 1996
Skills
Business Continuity, Continuity Management, Recovery Strategies, Disaster Recovery, Business Continuity..., Risk Assessment, Financial Risk, Operational Risk..., Risk Management, Enterprise Risk..., Risk Modeling, Management, Crisis Management, Incident Management, Analysis, Business Analysis, Governance, Leadership, Expert Advisor, Consulting, Global Teams, Best Practices, Business Services, Regulatory Examinations, Written & Oral..., Vendor Management, Program Management, Strategic Planning, Project Management, Information Management, SharePoint, PowerPoint, Visio, Outlook, Microsoft Excel, Microsoft Word, Culture Change, Global Management, Mentoring, Service Continuity, Impact Assessment, Disaster Risk Reduction, Strategic Thinking
Education
Lehigh University 1992 — 1996
BS, Industrial Engineering
Columbia High School 1988 — 1992
Citi June 2004 - Present
Credit Suisse First Boston November 1999 - June 2004
Deutsche Bank October 1998 - November 1999
Solutions with Technologies 1997 - 1998
Legg Mason July 1995 - July 1996
Skills
Business Continuity, Continuity Management, Recovery Strategies, Disaster Recovery, Business Continuity..., Risk Assessment, Financial Risk, Operational Risk..., Risk Management, Enterprise Risk..., Risk Modeling, Management, Crisis Management, Incident Management, Analysis, Business Analysis, Governance, Leadership, Expert Advisor, Consulting, Global Teams, Best Practices, Business Services, Regulatory Examinations, Written & Oral..., Vendor Management, Program Management, Strategic Planning, Project Management, Information Management, SharePoint, PowerPoint, Visio, Outlook, Microsoft Excel, Microsoft Word, Culture Change, Global Management, Mentoring, Service Continuity, Impact Assessment, Disaster Risk Reduction, Strategic Thinking
Education
Lehigh University 1992 — 1996
BS, Industrial Engineering
Columbia High School 1988 — 1992
Jeffrey Musgrove's Legg Mason Experience July 1999 - September 2005
Job Senior Vice President Product Strategy & Execution Group at DST Customer Communications
Industry Information Technology and Services
Experience
DST Customer Communications July 2014 - Present
House Of Ruth Maryland January 2012 - Present
DST Systems May 2011 - December 2014
Finix Business Strategies, LLC August 2009 - May 2011
Legg Mason Technology Services, Inc. March 2007 - May 2009
Legg Mason Technology Services, Inc. October 2005 - February 2007
Legg Mason July 1999 - September 2005
Legg Mason March 1994 - June 1999
Legg Mason August 1989 - February 1994
Skills
Financial Services, Mutual Funds, Portfolio Management, Strategy, Asset Managment, Project Management, Mergers & Acquisitions, Asset Management, Vendor Management, IT Strategy, CRM, Business Strategy, Relationship Management, Trading, Finance, Management, Consulting, Risk Management, Corporate Development, Financial Analysis, Investments, Wealth Management, Investment Management, Program Management, Executive Management, Mergers, Series 7, Capital Markets, Securities, Strategic Planning, Business Planning, Back Office, Management Consulting, Integration, Banking, Fixed Income, Retirement Planning, Business Development, Due Diligence, Trading Systems, Brokerage, Operations Management, Operational Efficiency, Securities Lending, Talent Management, Talent Acquisition, Expense Management, Professional Services, Start-ups, Acquisition Integration
Education
Greater Baltimore Committee LEADERship Class of 2015 2015 — 2015
Loyola University Maryland
DST Customer Communications July 2014 - Present
House Of Ruth Maryland January 2012 - Present
DST Systems May 2011 - December 2014
Finix Business Strategies, LLC August 2009 - May 2011
Legg Mason Technology Services, Inc. March 2007 - May 2009
Legg Mason Technology Services, Inc. October 2005 - February 2007
Legg Mason July 1999 - September 2005
Legg Mason March 1994 - June 1999
Legg Mason August 1989 - February 1994
Skills
Financial Services, Mutual Funds, Portfolio Management, Strategy, Asset Managment, Project Management, Mergers & Acquisitions, Asset Management, Vendor Management, IT Strategy, CRM, Business Strategy, Relationship Management, Trading, Finance, Management, Consulting, Risk Management, Corporate Development, Financial Analysis, Investments, Wealth Management, Investment Management, Program Management, Executive Management, Mergers, Series 7, Capital Markets, Securities, Strategic Planning, Business Planning, Back Office, Management Consulting, Integration, Banking, Fixed Income, Retirement Planning, Business Development, Due Diligence, Trading Systems, Brokerage, Operations Management, Operational Efficiency, Securities Lending, Talent Management, Talent Acquisition, Expense Management, Professional Services, Start-ups, Acquisition Integration
Education
Greater Baltimore Committee LEADERship Class of 2015 2015 — 2015
Loyola University Maryland
Jake McIntyre Jake McIntyre's Legg Mason Experience June 2012 - August 2012
Job Sales at SkyMD
Industry Information Technology and Services
Experience
SkyMD 2015 - Present
CBS Radio July 2013 - Present
Legg Mason June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Integrated Marketing, Strategic Partnerships, Marketing, Financial Analysis, Finance, Advertising, Creativity, Microsoft Excel, Access, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Asset Management, Investment Banking, Risk Management, Mergers & Acquisitions, Outlook, Leadership, Market Research, Sales, Social Media, Social Media Marketing, Social Networking
Education
Loyola College in Maryland 2009 — 2013
Finance
Delbarton School
Delbarton School
SkyMD 2015 - Present
CBS Radio July 2013 - Present
Legg Mason June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Integrated Marketing, Strategic Partnerships, Marketing, Financial Analysis, Finance, Advertising, Creativity, Microsoft Excel, Access, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Asset Management, Investment Banking, Risk Management, Mergers & Acquisitions, Outlook, Leadership, Market Research, Sales, Social Media, Social Media Marketing, Social Networking
Education
Loyola College in Maryland 2009 — 2013
Finance
Delbarton School
Delbarton School
Christin Campbell Christin Campbell's Legg Mason Experience September 2013 - December 2013
Job Account Manager
Industry Marketing and Advertising
Experience
Millennial Media August 2015 - Present
Mindshare September 2014 - August 2015
Loyola University Maryland Campus Ministry September 2013 - May 2014
Legg Mason September 2013 - December 2013
Kleinfeld Bridal May 2012 - August 2013
ModelBride June 2010 - August 2010
Skills
PowerPoint, Facebook, Public Speaking, Hospitality, Integrity, Leadership, Teamwork, Organization, Efficiency, Customer Service, Social Networking, Social Media, Advertising, Event Planning, Excel, Microsoft Office, Microsoft Word, Access, Photoshop, HTML, Social Media Marketing, Marketing, Spanish, Marketing Communications
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Junior
University of Ghana 2013 — 2013
Bachelor of Business Administration (BBA), Marketing, 300 and 400 level courses
Chatham High School 2006 — 2010
Millennial Media August 2015 - Present
Mindshare September 2014 - August 2015
Loyola University Maryland Campus Ministry September 2013 - May 2014
Legg Mason September 2013 - December 2013
Kleinfeld Bridal May 2012 - August 2013
ModelBride June 2010 - August 2010
Skills
PowerPoint, Facebook, Public Speaking, Hospitality, Integrity, Leadership, Teamwork, Organization, Efficiency, Customer Service, Social Networking, Social Media, Advertising, Event Planning, Excel, Microsoft Office, Microsoft Word, Access, Photoshop, HTML, Social Media Marketing, Marketing, Spanish, Marketing Communications
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Junior
University of Ghana 2013 — 2013
Bachelor of Business Administration (BBA), Marketing, 300 and 400 level courses
Chatham High School 2006 — 2010
Anne Hagan, CFP®'s Legg Mason Experience October 1996 - February 2006
Job Financial Consultant at Sigma Financial, CFP
Industry Financial Services
Experience
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Chris T. Heald Chris T. Heald's Legg Mason Experience June 2002 - May 2003
Job Heald Financial Services
Industry Financial Services
Experience
Heald Financial Services June 2003 - Present
Coastal Conservation Association January 2005 - December 2006
Legg Mason June 2002 - May 2003
American Mortgage Bankers, Inc. August 1990 - September 1999
Skills
Retirement Planning, 401k Rollovers, IRAs, Financial Planning, Global Investment..., Registered Investment..., Insurance, Small Business, Investments, Finance, Management, Strategy, Strategic Planning, Wealth Management, Financial Services, Portfolio Management, Retirement, Securities
Education
University of Maryland Baltimore County 1973 — 1977
BA, Political Science
Loyola University Maryland 1990 — 1993
MBA, Finance & Business
University of London 1975 — 1976
Bachelor of Science (BS), Political Science and Government
St. Pauls School for Boys 1971 — 1972
College Prep
Walt Whitman High School 1968 — 1970
Bashelor of Arts, English Literature (British and Commonwealth)
Heald Financial Services June 2003 - Present
Coastal Conservation Association January 2005 - December 2006
Legg Mason June 2002 - May 2003
American Mortgage Bankers, Inc. August 1990 - September 1999
Skills
Retirement Planning, 401k Rollovers, IRAs, Financial Planning, Global Investment..., Registered Investment..., Insurance, Small Business, Investments, Finance, Management, Strategy, Strategic Planning, Wealth Management, Financial Services, Portfolio Management, Retirement, Securities
Education
University of Maryland Baltimore County 1973 — 1977
BA, Political Science
Loyola University Maryland 1990 — 1993
MBA, Finance & Business
University of London 1975 — 1976
Bachelor of Science (BS), Political Science and Government
St. Pauls School for Boys 1971 — 1972
College Prep
Walt Whitman High School 1968 — 1970
Bashelor of Arts, English Literature (British and Commonwealth)
C Helen Diamond C Helen Diamond's Legg Mason Experience 2001 - 2003
Job Managing Director at Diamond Development, LLC
Industry Real Estate
Experience
Diamond Development, LLC 2005 - Present
CBRE 2004 - 2006
Legg Mason 2001 - 2003
Skills
Investment Properties, Real Estate Development, Real Estate Transactions, Business Strategy, New Business Development, Non-profit Program..., Financial Analysis, Financial Modeling, Commercial Real Estate, Land Acquisition, Due Diligence, Investments, Asset Managment, Negotiation, Asset Management, Real Estate Economics, Analysis, Leadership, Management, Disposition, Finance, Real Estate, Contract Negotiation, Strategic Planning, Dispositions
Education
Loyola University Maryland
Master's Degree, Finance
Diamond Development, LLC 2005 - Present
CBRE 2004 - 2006
Legg Mason 2001 - 2003
Skills
Investment Properties, Real Estate Development, Real Estate Transactions, Business Strategy, New Business Development, Non-profit Program..., Financial Analysis, Financial Modeling, Commercial Real Estate, Land Acquisition, Due Diligence, Investments, Asset Managment, Negotiation, Asset Management, Real Estate Economics, Analysis, Leadership, Management, Disposition, Finance, Real Estate, Contract Negotiation, Strategic Planning, Dispositions
Education
Loyola University Maryland
Master's Degree, Finance
Bruce Van Newkirk, CFP®, CIMA®, CAIA®'s Legg Mason Experience 2001 - 2005
Job Consulting Group Regional Director
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Series 7, ETFs, Asset Allocation, Separately Managed..., Trading, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Investment Strategies, Series 65, Financial Advisory, Investment Advisory
Education
Loyola College in Maryland 2000 — 2003
MBA, Finance
Towson University 1993 — 1997
Bachelors, Finance
MSJ
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Series 7, ETFs, Asset Allocation, Separately Managed..., Trading, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Investment Strategies, Series 65, Financial Advisory, Investment Advisory
Education
Loyola College in Maryland 2000 — 2003
MBA, Finance
Towson University 1993 — 1997
Bachelors, Finance
MSJ
Brett Johnson, MBA, CPA Brett Johnson, MBA, CPA's Legg Mason Experience December 2003 - January 2004
Job Controller at Riverside Health, Inc
Industry Accounting
Experience
Riverside Health, Inc December 2013 - Present
Indemnity Insurance Corporation February 2013 - November 2013
Ripken Baseball July 2009 - February 2013
Erickson Living December 2004 - July 2009
Legg Mason December 2003 - January 2004
Westminster Union Bank January 2001 - May 2003
Skills
Quickbooks, Access, Word, PowerPoint, Microsoft Word, JD Edwards, Microsoft Money, Microsoft Excel, QuickBooks, Financial Analysis, Accounting, General Ledger, Budgets, Microsoft Office, Team Building, Customer Service, Finance, Strategic Planning, Retail, Financial Reporting, Forecasting, Tax, Auditing, Analysis, Sales, Financial Statements, Business Process..., Sarbanes-Oxley Act, CPA, Management, Account Reconciliation, Payroll, Essbase, Internal Controls, Financial Accounting, Accounts Receivable, Accounts Payable, GAAP, Financial Audits, Variance Analysis, Cost Accounting
Education
Loyola College in Maryland 2005 — 2010
Master of Business Administration (MBA), International Business
McDaniel College 2001 — 2005
BA, Economics & Business Administration Major
Riverside Health, Inc December 2013 - Present
Indemnity Insurance Corporation February 2013 - November 2013
Ripken Baseball July 2009 - February 2013
Erickson Living December 2004 - July 2009
Legg Mason December 2003 - January 2004
Westminster Union Bank January 2001 - May 2003
Skills
Quickbooks, Access, Word, PowerPoint, Microsoft Word, JD Edwards, Microsoft Money, Microsoft Excel, QuickBooks, Financial Analysis, Accounting, General Ledger, Budgets, Microsoft Office, Team Building, Customer Service, Finance, Strategic Planning, Retail, Financial Reporting, Forecasting, Tax, Auditing, Analysis, Sales, Financial Statements, Business Process..., Sarbanes-Oxley Act, CPA, Management, Account Reconciliation, Payroll, Essbase, Internal Controls, Financial Accounting, Accounts Receivable, Accounts Payable, GAAP, Financial Audits, Variance Analysis, Cost Accounting
Education
Loyola College in Maryland 2005 — 2010
Master of Business Administration (MBA), International Business
McDaniel College 2001 — 2005
BA, Economics & Business Administration Major
Brittany Collins Layfield Brittany Collins Layfield's Legg Mason Experience 2002 - 2005
Job Registered nurse at Johns Hopkins Hospital
Industry Health, Wellness and Fitness
Experience
Johns Hopkins Hospital September 2012 - Present
Johns Hopkins University School of Nursing May 2011 - July 2012
JMI Equity September 2005 - May 2009
Legg Mason 2002 - 2005
Education
The Johns Hopkins University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
Loyola College in Maryland 2004 — 2006
MSF
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Johns Hopkins Hospital September 2012 - Present
Johns Hopkins University School of Nursing May 2011 - July 2012
JMI Equity September 2005 - May 2009
Legg Mason 2002 - 2005
Education
The Johns Hopkins University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
Loyola College in Maryland 2004 — 2006
MSF
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Catherine Hummel Catherine Hummel's Legg Mason Experience June 2009 - November 2009
Job Vice President, Program Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price January 2013 - Present
Finix Professional Services December 2009 - January 2013
Legg Mason June 2009 - November 2009
Legg Mason June 2007 - June 2009
Legg Mason August 2005 - June 2007
Legg Mason May 2004 - August 2005
Legg Mason October 2002 - May 2004
Legg Mason May 2002 - October 2002
Legg Mason September 1997 - May 2002
Skills
Cross-functional Team..., Team Management, Resource Management, Priority Management, Customer Relations, Business Analysis, Requirements Gathering, Requirements Analysis, System Requirements, Business Process, Business Process..., Process Improvement, Process Engineering, Process Mapping, Problem Solving, Data Feeds, Data Analysis, SDLC, Project Planning, Project Implementation, Project Execution, Change Management, Reconciliation, SWIFT, Integration, Application Design, System Design, User Interface Design, User Acceptance Testing, Quality Assurance, Asset Management, Management Consulting, Performance Measurement, Asset Managment, Project Management, Business Process Mapping, Business Requirements, Business Strategy, Visio, Information Technology, Business Process..., MS Project, Back Office, Data Management, Systems Analysis, Software Documentation, Analysis, IT Strategy, Account Reconciliation, Program Management
Education
Loyola University Maryland
MBA, Information Technology
Penn State University
BS, Marketing
T. Rowe Price January 2013 - Present
Finix Professional Services December 2009 - January 2013
Legg Mason June 2009 - November 2009
Legg Mason June 2007 - June 2009
Legg Mason August 2005 - June 2007
Legg Mason May 2004 - August 2005
Legg Mason October 2002 - May 2004
Legg Mason May 2002 - October 2002
Legg Mason September 1997 - May 2002
Skills
Cross-functional Team..., Team Management, Resource Management, Priority Management, Customer Relations, Business Analysis, Requirements Gathering, Requirements Analysis, System Requirements, Business Process, Business Process..., Process Improvement, Process Engineering, Process Mapping, Problem Solving, Data Feeds, Data Analysis, SDLC, Project Planning, Project Implementation, Project Execution, Change Management, Reconciliation, SWIFT, Integration, Application Design, System Design, User Interface Design, User Acceptance Testing, Quality Assurance, Asset Management, Management Consulting, Performance Measurement, Asset Managment, Project Management, Business Process Mapping, Business Requirements, Business Strategy, Visio, Information Technology, Business Process..., MS Project, Back Office, Data Management, Systems Analysis, Software Documentation, Analysis, IT Strategy, Account Reconciliation, Program Management
Education
Loyola University Maryland
MBA, Information Technology
Penn State University
BS, Marketing
Dennis Dowhy Dennis Dowhy's Legg Mason Experience January 2003 - May 2004
Job Senior Software Engineer at Bloomberg
Industry Computer Software
Experience
Bloomberg L.P. March 2011 - Present
Harris Corporation, Broadcast Communications Division July 2006 - March 2011
Northrop Grumman Corporation, Electronic Systems May 2004 - July 2006
Legg Mason January 2003 - May 2004
Skills
Software Development, SDLC, Troubleshooting, C++, Java, Perl, Solaris, Unix, Visual Studio, C#, Subversion, Linux, Software Engineering, Object Oriented Design, Databases
Education
Loyola University Maryland 2003 — 2004
Master of Science, Software Engineering
Loyola University Maryland 2002 — 2003
Master of Science, Computer Science
Loyola University Maryland 1998 — 2002
Bachelor of Science, Computer Science
Bloomberg L.P. March 2011 - Present
Harris Corporation, Broadcast Communications Division July 2006 - March 2011
Northrop Grumman Corporation, Electronic Systems May 2004 - July 2006
Legg Mason January 2003 - May 2004
Skills
Software Development, SDLC, Troubleshooting, C++, Java, Perl, Solaris, Unix, Visual Studio, C#, Subversion, Linux, Software Engineering, Object Oriented Design, Databases
Education
Loyola University Maryland 2003 — 2004
Master of Science, Software Engineering
Loyola University Maryland 2002 — 2003
Master of Science, Computer Science
Loyola University Maryland 1998 — 2002
Bachelor of Science, Computer Science
Helen Donahue Helen Donahue's Legg Mason Experience June 1991 - November 1996
Job Vice President at Montag & Caldwell, LLC
Industry Investment Management
Experience
Montag & Caldwell, LLC May 1997 - Present
Legg Mason June 1991 - November 1996
Skills
Portfolio Management, Fixed Income, Equities
Education
Loyola University Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Economics
Montag & Caldwell, LLC May 1997 - Present
Legg Mason June 1991 - November 1996
Skills
Portfolio Management, Fixed Income, Equities
Education
Loyola University Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Economics
Jack Ditt Jack Ditt's Legg Mason Experience 1990 - 2005
Job President at Eagle Financial Management Services, LLC
Industry Financial Services
Experience
Eagle Financial Management Services, LLC December 2005 - Present
Legg Mason 1990 - 2005
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Risk Management, Investments, Valuation, Financial Analysis, Due Diligence
Education
Virginia Military Institute 1980 — 1984
Bachelor of Arts (BA), Economics
Louisiana Tech University
Master of Business Administration (MBA)
Eagle Financial Management Services, LLC December 2005 - Present
Legg Mason 1990 - 2005
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Risk Management, Investments, Valuation, Financial Analysis, Due Diligence
Education
Virginia Military Institute 1980 — 1984
Bachelor of Arts (BA), Economics
Louisiana Tech University
Master of Business Administration (MBA)
Darren Seibert, CFA, CAIA's Legg Mason Experience March 2010 - Present
Job Product Development and Strategy Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2010 - Present
Legg Mason January 2009 - March 2010
Legg Mason October 2007 - January 2009
T. Rowe Price April 2006 - October 2007
Legg Mason July 2004 - April 2006
Legg Mason October 2003 - July 2004
Legg Mason November 2000 - October 2003
Legg Mason February 2000 - November 2000
Skills
Securities, Bloomberg, Financial Services, Financial Markets, 401k, Product Development, Product Design, Product Launch, Business Strategy, Business Analysis, New Business Development, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Fixed Income, Equities, Financial Modeling, Product Strategies, Alternative Investments, Series 7, Chartered Financial..., Chartered Alternative..., Morningstar Direct, Lipper, Zephyr Style Advisor, Product Management, Competitive Analysis, Competitive Intelligence, Management Due Diligence, Due Diligence
Education
Loyola College in Maryland 2001 — 2003
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
Bachelor of Science (BS), Finance, Marketing Management, Double Major in Economics
Legg Mason March 2010 - Present
Legg Mason January 2009 - March 2010
Legg Mason October 2007 - January 2009
T. Rowe Price April 2006 - October 2007
Legg Mason July 2004 - April 2006
Legg Mason October 2003 - July 2004
Legg Mason November 2000 - October 2003
Legg Mason February 2000 - November 2000
Skills
Securities, Bloomberg, Financial Services, Financial Markets, 401k, Product Development, Product Design, Product Launch, Business Strategy, Business Analysis, New Business Development, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Fixed Income, Equities, Financial Modeling, Product Strategies, Alternative Investments, Series 7, Chartered Financial..., Chartered Alternative..., Morningstar Direct, Lipper, Zephyr Style Advisor, Product Management, Competitive Analysis, Competitive Intelligence, Management Due Diligence, Due Diligence
Education
Loyola College in Maryland 2001 — 2003
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
Bachelor of Science (BS), Finance, Marketing Management, Double Major in Economics
James Berliant's Legg Mason Experience January 2014 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2014 - Present
Brandywine Global March 2012 - January 2014
Legg Mason September 2006 - March 2012
Ernst & Young September 2005 - September 2006
RTKL 2002 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Variance Analysis, Business Strategy, Strategic Planning, Budgets, Sensitivity Analysis, Compensation & Benefit, Compensation Structures, Profit Sharing, Executive Reporting, Financial Reporting, Strategic Financial..., Financial Services, Financial Markets, Financial Statements, Financial Modeling, Leadership, Hyperion Enterprise, Auditing, Financial Planning
Education
Loyola College in Maryland 2007 — 2011
MBA, Management
Penn State University 2001 — 2005
B.S., Accounting
Legg Mason January 2014 - Present
Brandywine Global March 2012 - January 2014
Legg Mason September 2006 - March 2012
Ernst & Young September 2005 - September 2006
RTKL 2002 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Variance Analysis, Business Strategy, Strategic Planning, Budgets, Sensitivity Analysis, Compensation & Benefit, Compensation Structures, Profit Sharing, Executive Reporting, Financial Reporting, Strategic Financial..., Financial Services, Financial Markets, Financial Statements, Financial Modeling, Leadership, Hyperion Enterprise, Auditing, Financial Planning
Education
Loyola College in Maryland 2007 — 2011
MBA, Management
Penn State University 2001 — 2005
B.S., Accounting
Janet Mosher (Dygan) Janet Mosher (Dygan)'s Legg Mason Experience 2000 - 2005
Job Director of Finance & Operations at St. Martin's InTheField Episcopal School
Industry Education Management
Experience
St. Martin's In-The-Field Episcopal School July 2015 - Present
Coastal Sunbelt Produce September 2014 - June 2015
Constellation Energy Nuclear Group January 2011 - July 2014
Constellation Energy January 2010 - July 2011
Baltimore Gas & Electric January 2009 - December 2010
Constellation Energy Group 2007 - 2009
Constellation New Energy 2005 - 2007
Legg Mason 2000 - 2005
M&T Bank 1997 - 2000
Skills
Strategy, Valuation, Strategic Financial..., Accounting, Cash Management, Trading, Underwriting, Sales, Commercial Banking, Financial Reporting, Mergers, Risk Management
Education
Loyola University Maryland 1998 — 2001
MBA, Finance
Loyola University Maryland 1993 — 1997
BBA, Accounting
St. Martin's In-The-Field Episcopal School July 2015 - Present
Coastal Sunbelt Produce September 2014 - June 2015
Constellation Energy Nuclear Group January 2011 - July 2014
Constellation Energy January 2010 - July 2011
Baltimore Gas & Electric January 2009 - December 2010
Constellation Energy Group 2007 - 2009
Constellation New Energy 2005 - 2007
Legg Mason 2000 - 2005
M&T Bank 1997 - 2000
Skills
Strategy, Valuation, Strategic Financial..., Accounting, Cash Management, Trading, Underwriting, Sales, Commercial Banking, Financial Reporting, Mergers, Risk Management
Education
Loyola University Maryland 1998 — 2001
MBA, Finance
Loyola University Maryland 1993 — 1997
BBA, Accounting
David Vegh's Legg Mason Experience 2000 - 2007
Job Regulatory Officer at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Shane Burke's Legg Mason Experience November 2010 - Present
Job Product Management at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2010 - Present
Skills
Corporate Finance, Asset Management, Closed-end Funds, Mutual Funds, Separately Managed..., Money Market, 529 Plans, Series 7, Series 63, Financial Modeling, Financial Analysis, Fixed Income, Product Development, Product Management, Pricing Strategy, Team-oriented, Baseball, Asset Managment, Strategy, Walking, Finance, Asset Allocation
Education
Le Moyne College 2005 — 2007
Masters, Business Administration
Le Moyne College 2001 — 2004
Bachelor of Science Degree, Business Administration; Marketing
Legg Mason November 2010 - Present
Skills
Corporate Finance, Asset Management, Closed-end Funds, Mutual Funds, Separately Managed..., Money Market, 529 Plans, Series 7, Series 63, Financial Modeling, Financial Analysis, Fixed Income, Product Development, Product Management, Pricing Strategy, Team-oriented, Baseball, Asset Managment, Strategy, Walking, Finance, Asset Allocation
Education
Le Moyne College 2005 — 2007
Masters, Business Administration
Le Moyne College 2001 — 2004
Bachelor of Science Degree, Business Administration; Marketing
Kurt A's Legg Mason Experience September 1999 - March 2003
Job NEWCO
Industry Capital Markets
Experience
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
Jeffrey Jennes's Legg Mason Experience 2005 - 2008
Job VP/Senior Compliance Officer at AMG Funds
Industry Financial Services
Experience
AMG Funds December 2014 - Present
The Hartford/Hartford Investment Management Company 2008 - December 2014
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
American Skandia/Prudential Financial 2000 - 2003
Kelley Drye & Warren LLP 1990 - 1995
Skills
FINRA, AML, Mutual Funds, Financial Services, SEC, Securities, Variable Annuities, Series 7, Series 24, Alternative Investments, Hedge Funds, Series 63, Trading, Investments, Asset Management, Equities
Education
University of Pennsylvania Law School 1987 — 1990
Doctor of Law (JD)
Lafayette College 1983 — 1990
BA, History
AMG Funds December 2014 - Present
The Hartford/Hartford Investment Management Company 2008 - December 2014
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
American Skandia/Prudential Financial 2000 - 2003
Kelley Drye & Warren LLP 1990 - 1995
Skills
FINRA, AML, Mutual Funds, Financial Services, SEC, Securities, Variable Annuities, Series 7, Series 24, Alternative Investments, Hedge Funds, Series 63, Trading, Investments, Asset Management, Equities
Education
University of Pennsylvania Law School 1987 — 1990
Doctor of Law (JD)
Lafayette College 1983 — 1990
BA, History
Jack Rohde, MBA's Legg Mason Experience February 1998 - October 2000
Job Principal at Rohde Builders, Inc.
Industry Construction
Experience
Rohde Builders, Inc. January 2003 - Present
Aether Systems November 2001 - December 2002
Aether Systems October 2000 - November 2001
Legg Mason February 1998 - October 2000
Legg Mason May 1997 - February 1998
Legg Mason August 1995 - May 1997
Education
Loyola University Maryland 1995 — 1997
MBA, Finance
Towson University 1989 — 1993
B.S, Finance
Rohde Builders, Inc. January 2003 - Present
Aether Systems November 2001 - December 2002
Aether Systems October 2000 - November 2001
Legg Mason February 1998 - October 2000
Legg Mason May 1997 - February 1998
Legg Mason August 1995 - May 1997
Education
Loyola University Maryland 1995 — 1997
MBA, Finance
Towson University 1989 — 1993
B.S, Finance
Nathan Lyden, CIMA®'s Legg Mason Experience April 2008 - May 2009
Job Regional Consultant at AB
Industry Investment Management
Experience
AB January 2015 - Present
Wilmington Funds Wilmington Trust Investment Advisors May 2011 - December 2014
T. Rowe Price June 2010 - May 2011
Legg Mason April 2008 - May 2009
John Hancock Financial Network January 2007 - March 2008
Skills
Business Development, Mutual Funds, Asset Allocation, Investments, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Securities, Series 63, Series 7
Education
Loyola College in Maryland 2009 — 2011
MBA, Finance
Loyola College in Maryland 2002 — 2006
BBA, Marketing
AB January 2015 - Present
Wilmington Funds Wilmington Trust Investment Advisors May 2011 - December 2014
T. Rowe Price June 2010 - May 2011
Legg Mason April 2008 - May 2009
John Hancock Financial Network January 2007 - March 2008
Skills
Business Development, Mutual Funds, Asset Allocation, Investments, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Securities, Series 63, Series 7
Education
Loyola College in Maryland 2009 — 2011
MBA, Finance
Loyola College in Maryland 2002 — 2006
BBA, Marketing
John Shetterly's Legg Mason Experience November 1996 - September 2005
Job Senior Manager, Advice and Guidance at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
Bill McStravick's Legg Mason Experience September 2001 - December 2001
Job Vice President JP Morgan
Industry Financial Services
Experience
JP Morgan Chase April 2011 - Present
Financial Tracking Technologies, LLC July 2004 - April 2011
Financial Tracking Tech, LLC July 2004 - March 2011
Erard Moore Associates October 2002 - November 2003
Legg Mason September 2001 - December 2001
Citibank July 2000 - August 2001
Skills
Fixed Income, Series 7, Bloomberg, Hedge Funds, Securities, Portfolio Management, Asset Managment, Equities, Banking, Mutual Funds, Investments, Series 63, Risk Management, Derivatives, Financial Modeling, Trading, Financial Analysis, Financial Services, Wealth Management, Strategic Financial..., Financial Markets, Process Improvement, Alternative Investments, Bonds
Education
Loyola College in Maryland 1998 — 2002
Bachelor of Science (BS), Finance, General
Greenwich High School 1994 — 1998
JP Morgan Chase April 2011 - Present
Financial Tracking Technologies, LLC July 2004 - April 2011
Financial Tracking Tech, LLC July 2004 - March 2011
Erard Moore Associates October 2002 - November 2003
Legg Mason September 2001 - December 2001
Citibank July 2000 - August 2001
Skills
Fixed Income, Series 7, Bloomberg, Hedge Funds, Securities, Portfolio Management, Asset Managment, Equities, Banking, Mutual Funds, Investments, Series 63, Risk Management, Derivatives, Financial Modeling, Trading, Financial Analysis, Financial Services, Wealth Management, Strategic Financial..., Financial Markets, Process Improvement, Alternative Investments, Bonds
Education
Loyola College in Maryland 1998 — 2002
Bachelor of Science (BS), Finance, General
Greenwich High School 1994 — 1998
Charles Edward Senseney's Legg Mason Experience September 2008 - January 2010
Job at United States Small Business Administration
Industry Accounting
Experience
United States Small Business Administration January 2010 - Present
Legg Mason September 2008 - January 2010
KPMG LLP July 2005 - September 2008
Maryland Public Service Commission February 2004 - July 2005
Constellation Energy / Baltimore Gas & Electric Company (BGE) January 2002 - February 2004
Skills
Internal Audit, Audit, Accounting, Auditing, Financial Analysis, Budgeting, Capital Budgeting, Subsidy Budgeting, President's Budget..., Finance, Internal Controls, Analysis, Leadership, Business Planning, Management
Education
Loyola College in Maryland 1985 — 1990
MBA, Management
Loyola University Maryland 1977 — 1981
BA, Accounting
DeMatha Catholic High School 1973 — 1977
Honors and AP Courses, General High School Diploma
United States Small Business Administration January 2010 - Present
Legg Mason September 2008 - January 2010
KPMG LLP July 2005 - September 2008
Maryland Public Service Commission February 2004 - July 2005
Constellation Energy / Baltimore Gas & Electric Company (BGE) January 2002 - February 2004
Skills
Internal Audit, Audit, Accounting, Auditing, Financial Analysis, Budgeting, Capital Budgeting, Subsidy Budgeting, President's Budget..., Finance, Internal Controls, Analysis, Leadership, Business Planning, Management
Education
Loyola College in Maryland 1985 — 1990
MBA, Management
Loyola University Maryland 1977 — 1981
BA, Accounting
DeMatha Catholic High School 1973 — 1977
Honors and AP Courses, General High School Diploma
Eric Brey CFA's Legg Mason Experience August 2014 - Present
Job Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
BlackRock March 2008 - July 2014
Bloomberg Financial Markets August 2006 - February 2008
Wachovia Securities May 2003 - August 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Private Equity, Risk Management, Securities, Series 63, Financial Services, Hedge Funds, Investment Management, Mutual Funds, Investments, Valuation, Wealth Management, Capital Markets, Derivatives, ETFs, Equities, Financial Analysis, Financial Modeling
Education
Lehigh University - College of Business and Economics 2004 — 2006
Legg Mason August 2014 - Present
BlackRock March 2008 - July 2014
Bloomberg Financial Markets August 2006 - February 2008
Wachovia Securities May 2003 - August 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Private Equity, Risk Management, Securities, Series 63, Financial Services, Hedge Funds, Investment Management, Mutual Funds, Investments, Valuation, Wealth Management, Capital Markets, Derivatives, ETFs, Equities, Financial Analysis, Financial Modeling
Education
Lehigh University - College of Business and Economics 2004 — 2006
Michael Pharr, CFP®'s Legg Mason Experience September 2001 - February 2006
Job Partner, Summit Financial
Industry Financial Services
Experience
Summit Financial Wealth Advisors February 2006 - Present
Legg Mason September 2001 - February 2006
Paine Webber September 1997 - September 2001
Education
Louisiana State University 1987 — 1993
Summit Financial Wealth Advisors February 2006 - Present
Legg Mason September 2001 - February 2006
Paine Webber September 1997 - September 2001
Education
Louisiana State University 1987 — 1993
Chris Krastel, CAIA's Legg Mason Experience July 2008 - December 2008
Job Private Wealth Management Advisory & Hedge Fund Sales at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank March 2014 - Present
Deutsche Bank Securities April 2010 - Present
Legg Mason July 2008 - December 2008
Deutsche Bank 1998 - 2007
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Equities, Financial Advisory, Management, Wealth Management..., Investment Banking, Hedge Funds, Investment Strategies, Series 7, Investment Management, Fixed Income, Asset Management, Analysis, Fund Of Funds
Education
Towson University
Master of Science (MS), Mass Communication/Media Studies
Loyola College in Maryland
Master of Business Administration (MBA), Finance, General
Deutsche Bank March 2014 - Present
Deutsche Bank Securities April 2010 - Present
Legg Mason July 2008 - December 2008
Deutsche Bank 1998 - 2007
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Equities, Financial Advisory, Management, Wealth Management..., Investment Banking, Hedge Funds, Investment Strategies, Series 7, Investment Management, Fixed Income, Asset Management, Analysis, Fund Of Funds
Education
Towson University
Master of Science (MS), Mass Communication/Media Studies
Loyola College in Maryland
Master of Business Administration (MBA), Finance, General
Erik Olsen, CFE, IACCP®'s Legg Mason Experience September 2006 - September 2012
Job Senior Principal Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group September 2012 - Present
Legg Mason September 2006 - September 2012
US Securities and Exchange Commission November 2003 - August 2006
Deutsche Banc Alex. Brown 1999 - 2003
Skills
Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Hedge Funds, Corporate Governance, SEC reporting, Securities Law, Fraud, SEC filings, Securities Regulation, FINRA, Due Diligence, SEC, Private Equity, Asset Managment, AML, Financial Advisory, Investment Management, SEC Filings
Education
Loyola College in Maryland 1995 — 1999
Bachelor of Administration, Finance
ACA Compliance Group September 2012 - Present
Legg Mason September 2006 - September 2012
US Securities and Exchange Commission November 2003 - August 2006
Deutsche Banc Alex. Brown 1999 - 2003
Skills
Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Hedge Funds, Corporate Governance, SEC reporting, Securities Law, Fraud, SEC filings, Securities Regulation, FINRA, Due Diligence, SEC, Private Equity, Asset Managment, AML, Financial Advisory, Investment Management, SEC Filings
Education
Loyola College in Maryland 1995 — 1999
Bachelor of Administration, Finance
Andrew Bowden's Legg Mason Experience March 1994 - May 2003
Job Senior Vice President and General Counsel at Jackson National Life Insurance Company
Industry Financial Services
Experience
Jackson National Life Insurance Company May 2015 - Present
U.S. Securities and Exchange Commission June 2013 - April 2015
U.S. Securities and Exchange Commission September 2012 - June 2013
U.S. Securities and Exchange Commission November 2011 - September 2012
Legg Mason Capital Management May 2003 - October 2011
Legg Mason Capital Management May 2003 - October 2007
Legg Mason Capital Management May 2003 - April 2006
Legg Mason March 1994 - May 2003
Weinberg and Green 1987 - 1994
Skills
Corporate Governance, Securities Regulation, Mutual Funds, Asset Managment, Equities, Securities, Trading, FINRA, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments, Capital Markets, Series 7, Fixed Income, Hedge Funds, Investment Management
Education
University of Pennsylvania Law School 1984 — 1987
J.D., Law
Loyola College in Maryland 1983 — 1987
BA, English
Jackson National Life Insurance Company May 2015 - Present
U.S. Securities and Exchange Commission June 2013 - April 2015
U.S. Securities and Exchange Commission September 2012 - June 2013
U.S. Securities and Exchange Commission November 2011 - September 2012
Legg Mason Capital Management May 2003 - October 2011
Legg Mason Capital Management May 2003 - October 2007
Legg Mason Capital Management May 2003 - April 2006
Legg Mason March 1994 - May 2003
Weinberg and Green 1987 - 1994
Skills
Corporate Governance, Securities Regulation, Mutual Funds, Asset Managment, Equities, Securities, Trading, FINRA, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments, Capital Markets, Series 7, Fixed Income, Hedge Funds, Investment Management
Education
University of Pennsylvania Law School 1984 — 1987
J.D., Law
Loyola College in Maryland 1983 — 1987
BA, English
Henry Seifert's Legg Mason Experience 1996 - 2006
Job Division Administrator at University of Maryland Baltimore
Industry Higher Education
Experience
University of Maryland Baltimore May 2006 - Present
Legg Mason 1996 - 2006
Skills
Analysis, Team Building, Microsoft Office, Management, Microsoft Excel, Program Management, Contract Negotiation, Customer Service, PeopleSoft, Healthcare, Accounting, Strategic Planning, Project Management, Financial Analysis, Business Analysis
Education
Loyola University Maryland 1996 — 2004
University of Maryland Baltimore May 2006 - Present
Legg Mason 1996 - 2006
Skills
Analysis, Team Building, Microsoft Office, Management, Microsoft Excel, Program Management, Contract Negotiation, Customer Service, PeopleSoft, Healthcare, Accounting, Strategic Planning, Project Management, Financial Analysis, Business Analysis
Education
Loyola University Maryland 1996 — 2004
Debra Cogan's Legg Mason Experience January 1994 - November 1994
Job Human Resources Administrator at Maryland State Police
Industry Human Resources
Experience
Maryland State Police November 1994 - Present
Legg Mason January 1994 - November 1994
Skills
Team Building, Public Speaking, Program Management, Police, Public Safety, Investigation, Training, Microsoft Office, Background Checks, Policy, Criminal Justice, Enforcement, Leadership, Team Leadership, Leadership Development, Strategic Planning, Private Investigations, Homeland Security, Organizational..., Criminal Investigations, Security, Internal Investigations, Project Management, Emergency Management, Firearms, Physical Security, Counterterrorism, Contingency Planning, Customer Service, First Responder, Surveillance, Government, Security Operations, Security Clearance, Intelligence Analysis, Disaster Response
Education
The Johns Hopkins University - Carey Business School 1993 — 1996
Master of Science, Applied Behavioral Sciences, Human Recource Development
Lehigh University 1988 — 1992
Maryland State Police November 1994 - Present
Legg Mason January 1994 - November 1994
Skills
Team Building, Public Speaking, Program Management, Police, Public Safety, Investigation, Training, Microsoft Office, Background Checks, Policy, Criminal Justice, Enforcement, Leadership, Team Leadership, Leadership Development, Strategic Planning, Private Investigations, Homeland Security, Organizational..., Criminal Investigations, Security, Internal Investigations, Project Management, Emergency Management, Firearms, Physical Security, Counterterrorism, Contingency Planning, Customer Service, First Responder, Surveillance, Government, Security Operations, Security Clearance, Intelligence Analysis, Disaster Response
Education
The Johns Hopkins University - Carey Business School 1993 — 1996
Master of Science, Applied Behavioral Sciences, Human Recource Development
Lehigh University 1988 — 1992
Sherwin Springer, MBA's Legg Mason Experience October 2012 - Present
Job Assistant Vice President Product Support Group at Legg Mason and Co., LLC
Industry Financial Services
Experience
Legg Mason October 2012 - Present
Legg Mason June 2011 - October 2012
Legg Mason May 2008 - May 2011
Legg Mason Asset Management/fmly Citigroup Asset Management April 2006 - May 2008
Citigroup Asset Management, New York, New York April 1998 - April 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Auditing, Analysis, Banking, Budgets, Management, PeopleSoft, Equities, Finance, Financial Analysis, Financial Statements
Education
LIU Brooklyn 2007 — 2009
MBA, Finance
Legg Mason October 2012 - Present
Legg Mason June 2011 - October 2012
Legg Mason May 2008 - May 2011
Legg Mason Asset Management/fmly Citigroup Asset Management April 2006 - May 2008
Citigroup Asset Management, New York, New York April 1998 - April 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Auditing, Analysis, Banking, Budgets, Management, PeopleSoft, Equities, Finance, Financial Analysis, Financial Statements
Education
LIU Brooklyn 2007 — 2009
MBA, Finance
Julie Mazzola's Legg Mason Experience 2001 - 2005
Job Institutional Product Marketing Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
Jeremy O'Shea's Legg Mason Experience 1995 - Present
Job Managing Director
Industry Financial Services
Experience
Legg Mason 1995 - Present
Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Education
Loyola University Maryland 1991 — 1995
Legg Mason 1995 - Present
Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Education
Loyola University Maryland 1991 — 1995
James Webb, ASA's Legg Mason Experience 1996 - 1997
Job Managing Director at The BakerMeekins Company, Inc.
Industry Financial Services
Experience
The Baker-Meekins Company, Inc. June 1997 - Present
Legg Mason 1996 - 1997
Skills
Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis, Corporate Finance, Consulting, Business Valuation, Valuation, Strategy, Equity Valuation, Mergers & Acquisitions, Private Equity, Purchase Price..., Finance, Intangible Assets, Variance Analysis
Education
Loyola University Maryland 1994 — 1995
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland 1991 — 1994
Bachelor's Degree, Management Information Systems, General
The Baker-Meekins Company, Inc. June 1997 - Present
Legg Mason 1996 - 1997
Skills
Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis, Corporate Finance, Consulting, Business Valuation, Valuation, Strategy, Equity Valuation, Mergers & Acquisitions, Private Equity, Purchase Price..., Finance, Intangible Assets, Variance Analysis
Education
Loyola University Maryland 1994 — 1995
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland 1991 — 1994
Bachelor's Degree, Management Information Systems, General
Alex Arshavskiy, PMP, ITIL, MBA's Legg Mason Experience 2002 - 2005
Job IT Specialist at SSA
Industry Education Management
Experience
SSA September 2009 - Present
JHMI January 2009 - September 2009
University of Maryland 2005 - 2008
Legg Mason 2002 - 2005
Skills
Disaster Recovery, Databases, T-SQL, Visio, Data Warehousing, Requirements Analysis, Database Design, IT Strategy, Integration, Oracle, Data Modeling, SDLC, Microsoft SQL Server, Enterprise Software, Enterprise Architecture, CISSP, Project Management, Business Intelligence, Data Center, SharePoint, SQL, Software Project..., Software Development, Business Analysis, Unix
Education
Loyola University Maryland 2002 — 2003
MBA
SSA September 2009 - Present
JHMI January 2009 - September 2009
University of Maryland 2005 - 2008
Legg Mason 2002 - 2005
Skills
Disaster Recovery, Databases, T-SQL, Visio, Data Warehousing, Requirements Analysis, Database Design, IT Strategy, Integration, Oracle, Data Modeling, SDLC, Microsoft SQL Server, Enterprise Software, Enterprise Architecture, CISSP, Project Management, Business Intelligence, Data Center, SharePoint, SQL, Software Project..., Software Development, Business Analysis, Unix
Education
Loyola University Maryland 2002 — 2003
MBA
Andrea J. Weisz, CPA's Legg Mason Experience May 1999 - October 2003
Job Business Manager, MasterWorks, Inc.
Industry Defense & Space
Experience
MasterWorks, Inc. February 2015 - Present
Altus Group December 2014 - February 2015
SC&H Group October 2010 - November 2014
SC&H Group November 2003 - October 2010
Legg Mason May 1999 - October 2003
Verizon December 1996 - April 1999
Tydings & Rosenberg LLP October 1993 - December 1996
Arthur Andersen LLP July 1990 - October 1993
Skills
Property Tax, Financial Analysis, Consulting, Accounting, Financial Reporting, OneSource, PTMS, Financial Statements, Fixed Assets, General Ledger, CPA, Finance, Variance Analysis, Accounts Payable, Accounts Receivable, Payroll, GAAP
Education
Loyola University Maryland 1986 — 1990
BBA, Accounting
MasterWorks, Inc. February 2015 - Present
Altus Group December 2014 - February 2015
SC&H Group October 2010 - November 2014
SC&H Group November 2003 - October 2010
Legg Mason May 1999 - October 2003
Verizon December 1996 - April 1999
Tydings & Rosenberg LLP October 1993 - December 1996
Arthur Andersen LLP July 1990 - October 1993
Skills
Property Tax, Financial Analysis, Consulting, Accounting, Financial Reporting, OneSource, PTMS, Financial Statements, Fixed Assets, General Ledger, CPA, Finance, Variance Analysis, Accounts Payable, Accounts Receivable, Payroll, GAAP
Education
Loyola University Maryland 1986 — 1990
BBA, Accounting
Alina Oseguera's Legg Mason Experience June 2001 - February 2011
Job Senior Financial Analyst at Johns Hopkins Medicine
Industry Hospital & Health Care
Experience
Johns Hopkins Solutions March 2011 - Present
Legg Mason June 2001 - February 2011
Constellation Energy 2006 - 2007
Skills
Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Hyperion Enterprise, PeopleSoft, SAP, Financial Accounting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Team Building, Financial Modeling, Data Analysis, Corporate Finance, Business Process..., Business Analysis, Financial Planning, Hyperion, Variance Analysis, Research, Analysis
Education
Loyola University Maryland 2000 — 2004
Business, International Business
University of Baltimore
MBA
Johns Hopkins Solutions March 2011 - Present
Legg Mason June 2001 - February 2011
Constellation Energy 2006 - 2007
Skills
Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Hyperion Enterprise, PeopleSoft, SAP, Financial Accounting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Team Building, Financial Modeling, Data Analysis, Corporate Finance, Business Process..., Business Analysis, Financial Planning, Hyperion, Variance Analysis, Research, Analysis
Education
Loyola University Maryland 2000 — 2004
Business, International Business
University of Baltimore
MBA
Bill Golden's Legg Mason Experience July 2011 - Present
Job Managing Director; Head of US Product at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2011 - Present
Legg Mason June 2007 - October 2011
Legg Mason September 2006 - June 2007
Citigroup March 2004 - September 2006
Citigroup Asset Management October 1998 - March 2004
Rowland Communications 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Le Moyne College 1985 — 1989
BS, Accounting; Minor: Philosophy
Legg Mason July 2011 - Present
Legg Mason June 2007 - October 2011
Legg Mason September 2006 - June 2007
Citigroup March 2004 - September 2006
Citigroup Asset Management October 1998 - March 2004
Rowland Communications 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Le Moyne College 1985 — 1989
BS, Accounting; Minor: Philosophy
Margaret Sadler's Legg Mason Experience April 2006 - April 2010
Job Investment Systems & Operations Supervisor at 1919 Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel May 2010 - Present
Legg Mason April 2006 - April 2010
Legg Mason August 2004 - March 2006
Legg Mason January 2003 - August 2004
Legg Mason August 1999 - January 2003
Skills
Equities, Fixed Income, Account Reconciliation, Wealth Management, Investments, Analysis, Portfolio Management
Education
Loyola University Maryland 1995 — 1999
Bachelor of Arts, History
Legg Mason Investment Counsel May 2010 - Present
Legg Mason April 2006 - April 2010
Legg Mason August 2004 - March 2006
Legg Mason January 2003 - August 2004
Legg Mason August 1999 - January 2003
Skills
Equities, Fixed Income, Account Reconciliation, Wealth Management, Investments, Analysis, Portfolio Management
Education
Loyola University Maryland 1995 — 1999
Bachelor of Arts, History
Kathleen Anderson's Legg Mason Experience August 2003 - May 2013
Job Product Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments May 2013 - Present
Legg Mason August 2003 - May 2013
Legg Mason Capital Management August 2003 - May 2013
Legg Mason 1996 - 2010
Legg Mason Capital Management 2007 - 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Hedge Funds, Asset Managment, Investments, Risk Management, Financial Risk, Portfolio Management, Securities, Bloomberg, Alternative Investments, Trading, Wealth Management, Equity Research, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Derivatives, Series 63, Investment Management
Education
Loyola College in Maryland 1995 — 1996
Bachelor of Arts (BA), Marketing
ClearBridge Investments May 2013 - Present
Legg Mason August 2003 - May 2013
Legg Mason Capital Management August 2003 - May 2013
Legg Mason 1996 - 2010
Legg Mason Capital Management 2007 - 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Hedge Funds, Asset Managment, Investments, Risk Management, Financial Risk, Portfolio Management, Securities, Bloomberg, Alternative Investments, Trading, Wealth Management, Equity Research, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Derivatives, Series 63, Investment Management
Education
Loyola College in Maryland 1995 — 1996
Bachelor of Arts (BA), Marketing
Eric Yurman's Legg Mason Experience May 2005 - May 2008
Job Project Manager at Sylvan Learning
Industry Education Management
Experience
Sylvan Learning November 2013 - Present
Sylvan Learning December 2011 - October 2013
Sylvan Learning February 2009 - November 2011
Legg Mason May 2005 - May 2008
Legg Mason November 2000 - April 2005
Legg Mason May 1998 - October 2000
Skills
Program Management, Business Analysis, MS Project, SharePoint, SDLC, Visio, Project Management, Agile Methodologies, CRM, Quality Assurance, Vendor Management, Process Improvement, Spreadsheets, Telecommunications, Enterprise Software, Management, Microsoft Project, Training, PeopleSoft
Education
Loyola University Maryland 2002 — 2005
MBA, Finance
University of Maryland College Park 1993 — 1997
BA, Government and Politics
Sylvan Learning November 2013 - Present
Sylvan Learning December 2011 - October 2013
Sylvan Learning February 2009 - November 2011
Legg Mason May 2005 - May 2008
Legg Mason November 2000 - April 2005
Legg Mason May 1998 - October 2000
Skills
Program Management, Business Analysis, MS Project, SharePoint, SDLC, Visio, Project Management, Agile Methodologies, CRM, Quality Assurance, Vendor Management, Process Improvement, Spreadsheets, Telecommunications, Enterprise Software, Management, Microsoft Project, Training, PeopleSoft
Education
Loyola University Maryland 2002 — 2005
MBA, Finance
University of Maryland College Park 1993 — 1997
BA, Government and Politics
Jason Vlosich's Legg Mason Experience June 1998 - February 2001
Job Fixed Income Analyst & Trader
Industry Investment Management
Experience
Brown Advisory January 2008 - Present
Ferris Baker Watts April 2004 - January 2008
DB Alex. Brown June 2001 - April 2004
Legg Mason June 1998 - February 2001
Skills
Bloomberg, MarketAxess, FactSet, BondEdge, Advent APX & Moxy, MS Office Suite, Portfolio Management, Fixed Income Trading, Series 7, Series 63, Series 55, Investments, Credit Analysis, Fixed Income
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
University of Baltimore 1996 — 1998
BA, Finance
Brown Advisory January 2008 - Present
Ferris Baker Watts April 2004 - January 2008
DB Alex. Brown June 2001 - April 2004
Legg Mason June 1998 - February 2001
Skills
Bloomberg, MarketAxess, FactSet, BondEdge, Advent APX & Moxy, MS Office Suite, Portfolio Management, Fixed Income Trading, Series 7, Series 63, Series 55, Investments, Credit Analysis, Fixed Income
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
University of Baltimore 1996 — 1998
BA, Finance
Brian P Malone's Legg Mason Experience June 2001 - July 2006
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments January 2015 - Present
Campbell & Co, Inc July 2008 - December 2014
M&T Bank September 2006 - July 2008
Legg Mason June 2001 - July 2006
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, FINRA, Sales Management, Wealth Management, Financial Advisory, Portfolio Management, Series 63, Series 7, Series 6, Asset Managment, Retirement Planning
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gilman School 1990 — 1994
RidgeWorth Investments January 2015 - Present
Campbell & Co, Inc July 2008 - December 2014
M&T Bank September 2006 - July 2008
Legg Mason June 2001 - July 2006
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, FINRA, Sales Management, Wealth Management, Financial Advisory, Portfolio Management, Series 63, Series 7, Series 6, Asset Managment, Retirement Planning
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gilman School 1990 — 1994
Chuck Lee, MBA, MS, PMP's Legg Mason Experience June 2010 - Present
Job Senior Risk Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2010 - Present
Legg Mason November 2009 - June 2010
T. Rowe Price January 2006 - April 2009
T. Rowe Price January 1997 - December 2005
T. Rowe Price January 1994 - December 1996
T. Rowe Price January 1990 - December 1993
Skills
Business Analysis, Crystal Reports, Analysis, Business Process..., Requirements Analysis, Program Management, Project Management, Management
Education
Stevenson University (formerly Villa Julie College) 1998 — 2002
MS, Advanced Technology
Loyola University Maryland 1989 — 1992
MS, Business Administration
Towson University 1983 — 1988
BS, Business Administration & Economics
Legg Mason June 2010 - Present
Legg Mason November 2009 - June 2010
T. Rowe Price January 2006 - April 2009
T. Rowe Price January 1997 - December 2005
T. Rowe Price January 1994 - December 1996
T. Rowe Price January 1990 - December 1993
Skills
Business Analysis, Crystal Reports, Analysis, Business Process..., Requirements Analysis, Program Management, Project Management, Management
Education
Stevenson University (formerly Villa Julie College) 1998 — 2002
MS, Advanced Technology
Loyola University Maryland 1989 — 1992
MS, Business Administration
Towson University 1983 — 1988
BS, Business Administration & Economics
Jason Dorshow's Legg Mason Experience January 2004 - January 2006
Job Institutional Regulatory Officer, Investment Banking at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2011 - Present
Earth Analytic Inc November 2008 - August 2011
Credo Capital Management LLC December 2006 - October 2008
Legg Mason January 2004 - January 2006
Legg Mason January 2000 - January 2004
Legg Mason January 1998 - January 2000
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
University of Vermont 1993 — 1997
BA, Political Science
Stifel Financial Corp. September 2011 - Present
Earth Analytic Inc November 2008 - August 2011
Credo Capital Management LLC December 2006 - October 2008
Legg Mason January 2004 - January 2006
Legg Mason January 2000 - January 2004
Legg Mason January 1998 - January 2000
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
University of Vermont 1993 — 1997
BA, Political Science
Andrew Stegmaier's Legg Mason Experience January 2007 - July 2007
Job Senior Advisor to the CFO at GSA
Industry Management Consulting
Experience
GSA March 2015 - Present
Kaiser Associates November 2014 - Present
Kaiser Associates October 2013 - November 2014
Grant Thornton July 2008 - October 2013
Legg Mason January 2007 - July 2007
Willis May 2006 - August 2006
State of Maryland May 2005 - August 2005
Skills
Analysis, Strategic Planning, Management Consulting, Business Strategy, Risk Management, Management, Business Process..., Government, Strategy, Consulting, Financial Analysis, Program Management, Policy, Change Management, Governance
Education
The George Washington University Law School 2011 — 2014
JD, Federal Contracting
Syracuse University - Maxwell School 2007 — 2008
MPA, Public Administration
Loyola University Maryland 2003 — 2007
BA, Political Science
GSA March 2015 - Present
Kaiser Associates November 2014 - Present
Kaiser Associates October 2013 - November 2014
Grant Thornton July 2008 - October 2013
Legg Mason January 2007 - July 2007
Willis May 2006 - August 2006
State of Maryland May 2005 - August 2005
Skills
Analysis, Strategic Planning, Management Consulting, Business Strategy, Risk Management, Management, Business Process..., Government, Strategy, Consulting, Financial Analysis, Program Management, Policy, Change Management, Governance
Education
The George Washington University Law School 2011 — 2014
JD, Federal Contracting
Syracuse University - Maxwell School 2007 — 2008
MPA, Public Administration
Loyola University Maryland 2003 — 2007
BA, Political Science
Greg Manger, CIMA ®'s Legg Mason Experience September 2014 - Present
Job Sales Director at Legg Mason
Industry Investment Management
Experience
Legg Mason September 2014 - Present
T. Rowe Price July 2012 - September 2014
T. Rowe Price June 2011 - July 2012
T Rowe Price December 2006 - June 2011
T. Rowe Price 2010 - 2011
Bank of America December 2004 - November 2006
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Financial Markets, Financial Analysis, Relationship Management, Series 63, Retirement, Investment Strategies, Wealth Management, Financial Modeling, Valuation, Sales, Due Diligence, Series 7, Portfolio Management, Banking, Securities, Investment Advisory, Financial Planning, Asset Management
Education
Loyola University Maryland 2009 — 2012
MBA, Finance Specialization
University of Maryland College Park 2000 — 2004
BS, Marketing
Legg Mason September 2014 - Present
T. Rowe Price July 2012 - September 2014
T. Rowe Price June 2011 - July 2012
T Rowe Price December 2006 - June 2011
T. Rowe Price 2010 - 2011
Bank of America December 2004 - November 2006
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Financial Markets, Financial Analysis, Relationship Management, Series 63, Retirement, Investment Strategies, Wealth Management, Financial Modeling, Valuation, Sales, Due Diligence, Series 7, Portfolio Management, Banking, Securities, Investment Advisory, Financial Planning, Asset Management
Education
Loyola University Maryland 2009 — 2012
MBA, Finance Specialization
University of Maryland College Park 2000 — 2004
BS, Marketing
John B. Kelly, II's Legg Mason Experience March 2003 - February 2006
Job Managing Director at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities 2009 - Present
Smith Barney February 2006 - 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Skills
Wealth Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Series 7, Hedge Funds, Investments, Asset Managment, Investment Management, Bonds, Securities
Education
Lafayette College
Bachelor's degree, Economics
Delbarton School
J.P. Morgan Securities 2009 - Present
Smith Barney February 2006 - 2009
Legg Mason March 2003 - February 2006
Prudential Financial July 1989 - March 2003
Skills
Wealth Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Series 7, Hedge Funds, Investments, Asset Managment, Investment Management, Bonds, Securities
Education
Lafayette College
Bachelor's degree, Economics
Delbarton School
Barrett Wolf's Legg Mason Experience April 2011 - July 2015
Job Business Planning & Analysis Manager at Towne Park
Industry Financial Services
Experience
Towne Park July 2015 - Present
Legg Mason April 2011 - July 2015
T Rowe Price January 2006 - April 2011
Altoona Curve 2004 - 2004
Skills
Financial Analysis, Investments, Forecasting, Accounting, Asset Managment, Corporate Finance, Budget, Business Analysis, Mutual Funds, Asset Management, Finance, Strategic Financial..., Leadership
Education
Penn State University 2001 — 2005
Bachelor's, Finance
Loyola College in Maryland 2010 — 2012
MBA, Finance
Towne Park July 2015 - Present
Legg Mason April 2011 - July 2015
T Rowe Price January 2006 - April 2011
Altoona Curve 2004 - 2004
Skills
Financial Analysis, Investments, Forecasting, Accounting, Asset Managment, Corporate Finance, Budget, Business Analysis, Mutual Funds, Asset Management, Finance, Strategic Financial..., Leadership
Education
Penn State University 2001 — 2005
Bachelor's, Finance
Loyola College in Maryland 2010 — 2012
MBA, Finance
Alan Blake's Legg Mason Experience 1991 - 2009
Job retired
Industry Investment Management
Experience
legg mason 1991 - 2009
Education
Lehigh University - College of Business and Economics 1967 — 1971
bs
legg mason 1991 - 2009
Education
Lehigh University - College of Business and Economics 1967 — 1971
bs
Karen Richmond's Legg Mason Experience June 2006 - Present
Job Senior Manager, Corporate Controls at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2006 - Present
Legg Mason June 1999 - June 2006
Coopers & Lybrand August 1984 - April 1991
Skills
Financial Modeling, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Due Diligence, Internal Audit, Risk Management, Financial Services, Corporate Finance, SEC filings, Mergers & Acquisitions, Finance
Education
Loyola College in Maryland 1983 — 1984
Accounting
University of North Carolina at Chapel Hill 1978 — 1980
Master of Regional Planning, Housing Policy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science
Legg Mason June 2006 - Present
Legg Mason June 1999 - June 2006
Coopers & Lybrand August 1984 - April 1991
Skills
Financial Modeling, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Due Diligence, Internal Audit, Risk Management, Financial Services, Corporate Finance, SEC filings, Mergers & Acquisitions, Finance
Education
Loyola College in Maryland 1983 — 1984
Accounting
University of North Carolina at Chapel Hill 1978 — 1980
Master of Regional Planning, Housing Policy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science
Brian Flink's Legg Mason Experience 2005 - 2010
Job Senior Solutions Analyst at T. Rowe Price
Industry Information Technology and Services
Experience
TEKsystems July 2010 - January 2011
Legg Mason 2005 - 2010
Education
Loyola College in Maryland 2008 — 2010
MBA, Management
Penn State University 2000 — 2004
Bachelors, Finance
TEKsystems July 2010 - January 2011
Legg Mason 2005 - 2010
Education
Loyola College in Maryland 2008 — 2010
MBA, Management
Penn State University 2000 — 2004
Bachelors, Finance
Jim Eichelman's Legg Mason Experience 1983 - 1990
Job Vice President Controller at BTE Technologies
Industry Health, Wellness and Fitness
Experience
BTE Technologies December 2007 - Present
Comcast 2000 - 2007
Alex Brown & Sons 1990 - 2000
Legg Mason 1983 - 1990
Coopers & Lybrand 1979 - 1983
Skills
Financial Reporting, Process Improvement, Strategic Planning, Accounting, Budgets, Financial Analysis, Finance, Forecasting, Analysis, Financial Modeling, Managerial Finance
Education
Loyola College in Maryland
MBA, Finance
Loyola University Maryland 1975 — 1979
BA, Accounting
BTE Technologies December 2007 - Present
Comcast 2000 - 2007
Alex Brown & Sons 1990 - 2000
Legg Mason 1983 - 1990
Coopers & Lybrand 1979 - 1983
Skills
Financial Reporting, Process Improvement, Strategic Planning, Accounting, Budgets, Financial Analysis, Finance, Forecasting, Analysis, Financial Modeling, Managerial Finance
Education
Loyola College in Maryland
MBA, Finance
Loyola University Maryland 1975 — 1979
BA, Accounting
Billie Cooper's Legg Mason Experience June 1991 - June 2010
Job Sr. Program Manager MBA, CSM, PMP Seeking Employment
Industry Information Technology and Services
Experience
Edaptive Systems, LLC September 2013 - September 2015
Edaptive Systems, Inc December 2010 - September 2013
Edaptive Systems, Inc July 2010 - December 2010
Legg Mason June 1991 - June 2010
Skills
Business Analysis, Program Management, Software Project..., SDLC, PMP, Leadership, Management, Software Development, Project Management, CMMI, Requirements Analysis, Project Portfolio..., Integration, Process Improvement, SharePoint, Agile Methodologies, Vendor Management, Software Documentation, Visio
Education
Loyola College in Maryland 2009 — 2012
MBA, Business
Edaptive Systems, LLC September 2013 - September 2015
Edaptive Systems, Inc December 2010 - September 2013
Edaptive Systems, Inc July 2010 - December 2010
Legg Mason June 1991 - June 2010
Skills
Business Analysis, Program Management, Software Project..., SDLC, PMP, Leadership, Management, Software Development, Project Management, CMMI, Requirements Analysis, Project Portfolio..., Integration, Process Improvement, SharePoint, Agile Methodologies, Vendor Management, Software Documentation, Visio
Education
Loyola College in Maryland 2009 — 2012
MBA, Business
Jim Knell's Legg Mason Experience April 2006 - April 2012
Job Semi retired
Industry Financial Services
Experience
Consultant April 2012 - Present
Legg Mason April 2006 - April 2012
Deutsche Bank June 1998 - April 2006
Care Resources December 1993 - June 1998
T. Rowe Price June 1979 - December 1993
Wooden and Benson, CPAs February 1976 - June 1979
Skills
Asset Managment, Financial Analysis, Strategic Financial..., Financial Modeling, Portfolio Management, Financial Reporting, Accounting, Due Diligence, Managerial Finance, Asset Management, Finance, Risk Management, Mergers & Acquisitions, Management, Change Management, Leadership, Strategy
Education
Loyola College in Maryland 1985 — 1987
MBA, Business Administration
Loyola College in Maryland 1971 — 1975
BA, Accounting
Consultant April 2012 - Present
Legg Mason April 2006 - April 2012
Deutsche Bank June 1998 - April 2006
Care Resources December 1993 - June 1998
T. Rowe Price June 1979 - December 1993
Wooden and Benson, CPAs February 1976 - June 1979
Skills
Asset Managment, Financial Analysis, Strategic Financial..., Financial Modeling, Portfolio Management, Financial Reporting, Accounting, Due Diligence, Managerial Finance, Asset Management, Finance, Risk Management, Mergers & Acquisitions, Management, Change Management, Leadership, Strategy
Education
Loyola College in Maryland 1985 — 1987
MBA, Business Administration
Loyola College in Maryland 1971 — 1975
BA, Accounting
Alex Araya's Legg Mason Experience March 2000 - January 2001
Job Director of Business Development at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2012 - Present
Kinder Morgan June 2005 - June 2012
Kinder Morgan January 2001 - June 2005
Legg Mason March 2000 - January 2001
Merrill Lynch January 1997 - March 2000
The Walt Disney Company August 1995 - January 1996
Skills
Natural Gas, Petroleum, Energy, Contract Negotiation, Upstream, Mergers, Business Development, Pipelines, Gas, Strategic Planning, Energy Industry, New Business Development
Education
University of South Florida 1996 — 1998
MBA, Finance, International Business, Marketing
Louisiana Tech University 1992 — 1996
BS, Marketing
Kinder Morgan June 2012 - Present
Kinder Morgan June 2005 - June 2012
Kinder Morgan January 2001 - June 2005
Legg Mason March 2000 - January 2001
Merrill Lynch January 1997 - March 2000
The Walt Disney Company August 1995 - January 1996
Skills
Natural Gas, Petroleum, Energy, Contract Negotiation, Upstream, Mergers, Business Development, Pipelines, Gas, Strategic Planning, Energy Industry, New Business Development
Education
University of South Florida 1996 — 1998
MBA, Finance, International Business, Marketing
Louisiana Tech University 1992 — 1996
BS, Marketing
Ann Doyle's Legg Mason Experience May 2008 - Present
Job Managing Director, Head of Product Analytics at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2008 - Present
Deutsche Bank Securities January 2006 - May 2008
Deutsche Bank Securities July 2003 - January 2006
Deutsche Bank Securities September 2001 - July 2003
Deutsche Bank Securities August 1999 - September 2001
Deutsche Bank Securities March 1998 - August 1999
Skills
Analytics, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Wealth Management, Investments, Fixed Income, Hedge Funds, Equities
Education
University of Maryland School of Law 1988 — 1992
Doctor of Law (J.D.)
Loyola College in Maryland 1986 — 1988
Master of Business Administration (M.B.A.)
Loyola College in Maryland 1981 — 1985
Bachelor of Business Administration (BBA)
Legg Mason May 2008 - Present
Deutsche Bank Securities January 2006 - May 2008
Deutsche Bank Securities July 2003 - January 2006
Deutsche Bank Securities September 2001 - July 2003
Deutsche Bank Securities August 1999 - September 2001
Deutsche Bank Securities March 1998 - August 1999
Skills
Analytics, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Wealth Management, Investments, Fixed Income, Hedge Funds, Equities
Education
University of Maryland School of Law 1988 — 1992
Doctor of Law (J.D.)
Loyola College in Maryland 1986 — 1988
Master of Business Administration (M.B.A.)
Loyola College in Maryland 1981 — 1985
Bachelor of Business Administration (BBA)
David M. Fick's Legg Mason Experience 1997 - 2005
Job Professional Faculty at Johns Hopkins University
Industry Investment Management
Experience
Johns Hopkins University Carey Business School 1993 - Present
National Retail Properties, Inc. 2010 - Present
Nandua Oyster Company, LLC 2008 - Present
Stifel Financial Corp. 2005 - 2010
Legg Mason 1997 - 2005
LaSalle Partners/Alex Brown Kleinwort Benson 1993 - 1996
The Mills Corporation 1991 - 1993
Reznick Group 1983 - 1991
Wooden & Benson, CPA's 1979 - 1983
Cockeysville Cycle Center 1972 - 1978
Skills
Financial Management, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Finance, Financial Reporting, Investment Properties, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Mergers, Managerial Finance, Management, Financial Modeling, Investments, Finance, Equities, Due Diligence, Auditing, Asset Management
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance
Towson University 1975 — 1979
BA, Business & Accounting
Towson High 1972 — 1975
Johns Hopkins University Carey Business School 1993 - Present
National Retail Properties, Inc. 2010 - Present
Nandua Oyster Company, LLC 2008 - Present
Stifel Financial Corp. 2005 - 2010
Legg Mason 1997 - 2005
LaSalle Partners/Alex Brown Kleinwort Benson 1993 - 1996
The Mills Corporation 1991 - 1993
Reznick Group 1983 - 1991
Wooden & Benson, CPA's 1979 - 1983
Cockeysville Cycle Center 1972 - 1978
Skills
Financial Management, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Finance, Financial Reporting, Investment Properties, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Mergers, Managerial Finance, Management, Financial Modeling, Investments, Finance, Equities, Due Diligence, Auditing, Asset Management
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance
Towson University 1975 — 1979
BA, Business & Accounting
Towson High 1972 — 1975
Elizabeth (McDermott) Kuhfuss's Legg Mason Experience June 2013 - March 2014
Job Senior Management Company Accountant
Industry Financial Services
Experience
American Securities July 2014 - Present
Legg Mason June 2013 - March 2014
UBP Asset Management 2005 - 2012
BISYS Fund Services August 2003 - October 2005
Rothstein Kass August 2003 - December 2004
Skills
Financial Reporting, Fund Accounting, Financial Accounting, Fund Of Funds, Bloomberg, Private Equity, Fund Administration, Microsoft Excel, Asset Allocation, Financial Statements
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
American Securities July 2014 - Present
Legg Mason June 2013 - March 2014
UBP Asset Management 2005 - 2012
BISYS Fund Services August 2003 - October 2005
Rothstein Kass August 2003 - December 2004
Skills
Financial Reporting, Fund Accounting, Financial Accounting, Fund Of Funds, Bloomberg, Private Equity, Fund Administration, Microsoft Excel, Asset Allocation, Financial Statements
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
Jennifer Downs's Legg Mason Experience 2001 - 2011
Job Vice President, Associate Chief Compliance Officer at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors October 2011 - Present
Legg Mason 2001 - 2011
Skills
Mutual Funds, Asset Management, Securities, Investments, Equities, Hedge Funds, Investment Advisory, Alternative Investments, FINRA, Financial Services
Education
Loyola University Maryland
Bachelor’s Degree, Accounting
PNC Capital Advisors October 2011 - Present
Legg Mason 2001 - 2011
Skills
Mutual Funds, Asset Management, Securities, Investments, Equities, Hedge Funds, Investment Advisory, Alternative Investments, FINRA, Financial Services
Education
Loyola University Maryland
Bachelor’s Degree, Accounting
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments